Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Spencer R. Foosherian Spencer R. Foosherian's Wells Fargo Experience 2006 - 2009
Job Director of Marketing/Operations at Glop & Glam Hair Products
Industry Entertainment
Experience
Glop & Glam Hair Products April 2013 - Present
Sony Pictures Entertainment June 2012 - 2014
Glop & Glam Hair Products April 2009 - June 2012
Wells Fargo Bank October 2006 - April 2009
9th Sphere Media February 2005 - April 2009
Wells Fargo 2006 - 2009
GBMI January 2004 - August 2005
Skills
Financial Analysis, Financial Modeling, Firm Valuation, DCF, SPSS, Database Management, Data Analysis, Real Options, Forecasting, Small Business..., Strategy Development, Business Strategy, Marketing Strategy, MBA, MBA Finance, Social Media Marketing, Marketing Communications, Graphic Design, New Business Development, Business Development, Valuation, Brand Management, CRM, Management, Market Analysis, Budgets, Social Media, Strategy, Database Admin, Options
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
MBA, Marketing, Finance, Social, Ethical & Environmental Responsibility
University of California, Santa Barbara 2002 — 2004
Bachelor of Arts, Business/Economics, Math
San Marcos High School 1994 — 1998
Glop & Glam Hair Products April 2013 - Present
Sony Pictures Entertainment June 2012 - 2014
Glop & Glam Hair Products April 2009 - June 2012
Wells Fargo Bank October 2006 - April 2009
9th Sphere Media February 2005 - April 2009
Wells Fargo 2006 - 2009
GBMI January 2004 - August 2005
Skills
Financial Analysis, Financial Modeling, Firm Valuation, DCF, SPSS, Database Management, Data Analysis, Real Options, Forecasting, Small Business..., Strategy Development, Business Strategy, Marketing Strategy, MBA, MBA Finance, Social Media Marketing, Marketing Communications, Graphic Design, New Business Development, Business Development, Valuation, Brand Management, CRM, Management, Market Analysis, Budgets, Social Media, Strategy, Database Admin, Options
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
MBA, Marketing, Finance, Social, Ethical & Environmental Responsibility
University of California, Santa Barbara 2002 — 2004
Bachelor of Arts, Business/Economics, Math
San Marcos High School 1994 — 1998
Luis Carlos Toapanta Luis Carlos Toapanta's Wells Fargo Experience August 2010 - December 2012
Job Service Account Manager at Otis Elevator Company
Industry Mechanical or Industrial Engineering
Experience
Otis Elevator Company November 2014 - Present
Otis Elevator Company April 2014 - Present
Telemundo Media, a division of NBCUniversal January 2013 - December 2013
Wells Fargo August 2010 - December 2012
Skills
Sales, Marketing, Customer Service, Account Management, Social Media Marketing, Leadership, Microsoft Office, PowerPoint, Strategic Planning, Public Speaking, Process Improvement, Training
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Bachelor of Science (BSc), Business Administration and Management, General
Otis Elevator Company November 2014 - Present
Otis Elevator Company April 2014 - Present
Telemundo Media, a division of NBCUniversal January 2013 - December 2013
Wells Fargo August 2010 - December 2012
Skills
Sales, Marketing, Customer Service, Account Management, Social Media Marketing, Leadership, Microsoft Office, PowerPoint, Strategic Planning, Public Speaking, Process Improvement, Training
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Bachelor of Science (BSc), Business Administration and Management, General
Richard Paolini Richard Paolini's Wells Fargo Experience July 2013 - Present
Job Senior Counsel at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
FIA Americas 2003 - 2015
JPMorgan Chase August 2003 - June 2013
Skills
Securities, Capital Markets, Hedge Funds, Series 7, Derivatives, Portfolio Management, Investment Banking, Banking, Equities, Risk Management, Fixed Income, Investments, Financial Services, Due Diligence, Prime Brokerage, Trading Systems, Electronic Trading
Education
Pepperdine University School of Law
JD
Rutgers, The State University of New Jersey-New Brunswick
BA
Wells Fargo July 2013 - Present
FIA Americas 2003 - 2015
JPMorgan Chase August 2003 - June 2013
Skills
Securities, Capital Markets, Hedge Funds, Series 7, Derivatives, Portfolio Management, Investment Banking, Banking, Equities, Risk Management, Fixed Income, Investments, Financial Services, Due Diligence, Prime Brokerage, Trading Systems, Electronic Trading
Education
Pepperdine University School of Law
JD
Rutgers, The State University of New Jersey-New Brunswick
BA
oudrey monzon oudrey monzon's Wells Fargo Experience April 2013 - October 2014
Job Administrative Assistant at UCLA Health
Industry Financial Services
Experience
UCLA Health November 2014 - Present
Wells Fargo April 2013 - October 2014
Kitson September 2010 - April 2013
Zara September 2007 - November 2010
Old Navy 2004 - 2007
Cedars-Sinai 2002 - 2004
Skills
Retail, Customer Service, Management, Merchandising, Time Management, Leadership, Visual Merchandising, Team Building, Budgets, Sales, Store Management, Payroll, Hiring, POS, Microsoft Word, Cross Selling, Retail Banking, PowerPoint, Payroll Processing, Scheduling, Retail Management, Microsoft Office
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2014
Bachelor's Degree, Business Management
Santa Monica College 2004 — 2010
Associates Degree, Business Admininstration
UCLA Health November 2014 - Present
Wells Fargo April 2013 - October 2014
Kitson September 2010 - April 2013
Zara September 2007 - November 2010
Old Navy 2004 - 2007
Cedars-Sinai 2002 - 2004
Skills
Retail, Customer Service, Management, Merchandising, Time Management, Leadership, Visual Merchandising, Team Building, Budgets, Sales, Store Management, Payroll, Hiring, POS, Microsoft Word, Cross Selling, Retail Banking, PowerPoint, Payroll Processing, Scheduling, Retail Management, Microsoft Office
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2014
Bachelor's Degree, Business Management
Santa Monica College 2004 — 2010
Associates Degree, Business Admininstration
Trevor Kasmar Trevor Kasmar's Wells Fargo Experience 2006 - 2007
Job People and Operations Manager with Exceptional Business Results
Industry Professional Training & Coaching
Experience
Fisher Investments March 2014 - May 2015
Fisher Investments June 2011 - March 2014
Fisher Investments June 2010 - June 2011
Fisher Investments February 2008 - June 2010
Wells Fargo 2006 - 2007
Four Seasons Hotels and Resorts 2002 - 2004
Skills
Training, Leadership Development, Team Building, Coaching, Management, Cross-functional Team..., Career Development, Onboarding, Cornerstone, Customer Support, Customer Service, Team Motivation, Strategic Vision, Business Process..., SaaS, Project Management, Process Efficiency, Strategic Planning, Investments, Business Analysis, Series 65, Financial Services, Wealth Management, Series 7, series 66
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2016
MS in Management and Leadership
Saint Mary's College of California 2003 — 2005
Bachelor of Science (BS), Business Administration, Magna Cum Laude
Fisher Investments March 2014 - May 2015
Fisher Investments June 2011 - March 2014
Fisher Investments June 2010 - June 2011
Fisher Investments February 2008 - June 2010
Wells Fargo 2006 - 2007
Four Seasons Hotels and Resorts 2002 - 2004
Skills
Training, Leadership Development, Team Building, Coaching, Management, Cross-functional Team..., Career Development, Onboarding, Cornerstone, Customer Support, Customer Service, Team Motivation, Strategic Vision, Business Process..., SaaS, Project Management, Process Efficiency, Strategic Planning, Investments, Business Analysis, Series 65, Financial Services, Wealth Management, Series 7, series 66
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2016
MS in Management and Leadership
Saint Mary's College of California 2003 — 2005
Bachelor of Science (BS), Business Administration, Magna Cum Laude
Todd Meyer Todd Meyer's Wells Fargo Experience May 2012 - Present
Job Operational Risk Consultant at Wells Fargo Dealer Services
Industry Banking
Experience
Wells Fargo May 2012 - Present
Just Food For Dogs January 2013 - April 2013
Wells Fargo July 2011 - April 2012
Wells Fargo October 2008 - July 2011
Skills
Financial Analysis, Banking, Financial Modeling, Portfolio Management, Investments, Valuation, Strategic Financial..., Finance, Strategic Planning, Microsoft Excel, Budgets, Accounting, Business Strategy, Business Development, Process Improvement, Business Planning, Customer Service, Forecasting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
MBA, Finance
University of California, San Diego
BA, History
Wells Fargo May 2012 - Present
Just Food For Dogs January 2013 - April 2013
Wells Fargo July 2011 - April 2012
Wells Fargo October 2008 - July 2011
Skills
Financial Analysis, Banking, Financial Modeling, Portfolio Management, Investments, Valuation, Strategic Financial..., Finance, Strategic Planning, Microsoft Excel, Budgets, Accounting, Business Strategy, Business Development, Process Improvement, Business Planning, Customer Service, Forecasting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
MBA, Finance
University of California, San Diego
BA, History
Francoise Grossenbacher Francoise Grossenbacher's Wells Fargo Experience 2011 - Present
Job MBA
Industry Banking
Experience
Wells Fargo 2011 - Present
McMonigle Group Inc. August 2009 - May 2011
Irvine Company - Resort at Pelican Hill April 2008 - August 2009
Coldwell Banker June 2003 - October 2007
Skills
Management, Customer Service, Sellers, Recruiting, Luxury, Real Estate, Leadership, Spanish, Short Sales, Sales, Marketing Strategy, Negotiation, Property Management, Human Resources, Marketing, Budgets
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
MBA
New York University 2002 — 2006
Bachelor of Arts, Politics Major/ Spanish Minor
United Nations High School
International Baccalaureate
Wells Fargo 2011 - Present
McMonigle Group Inc. August 2009 - May 2011
Irvine Company - Resort at Pelican Hill April 2008 - August 2009
Coldwell Banker June 2003 - October 2007
Skills
Management, Customer Service, Sellers, Recruiting, Luxury, Real Estate, Leadership, Spanish, Short Sales, Sales, Marketing Strategy, Negotiation, Property Management, Human Resources, Marketing, Budgets
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
MBA
New York University 2002 — 2006
Bachelor of Arts, Politics Major/ Spanish Minor
United Nations High School
International Baccalaureate
Tommy Le Tommy Le's Wells Fargo Experience October 2003 - November 2011
Job First Vice President and Business Development Manager Specialized in Commercial Loans Over $1MM.
Industry Banking
Experience
First Choice Bank in California 2014 - Present
Union Bank January 2013 - September 2014
Union Bank December 2011 - December 2012
Wells Fargo October 2003 - November 2011
Wells Fargo Bank August 1996 - October 2003
Bank of America October 1994 - August 1996
Skills
CRM, Cross Selling, Strategic Financial..., Sales Management, Credit, Management, Team Building, Banking, Financial Services, Commercial Banking, Loans, Program Management, Small Business Lending, Leadership, Risk Management, Team Leadership, Relationship Management, Mortgage Lending, Training, Commercial Lending, Budgets, Sales, Investments, Retail Banking, Wealth Management, Strategic Planning
Education
University of California, Irvine 2003 — 2005
Certificate of Completion, Professional Financial Planning
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 2000
MBA, Finance
Oxford University 1998 — 1998
Certificate of Completion, Global Business Management
University of California, Riverside 1992 — 1996
BS, Business Administration
Los Amigos High School 1988 — 1992
Diploma
First Choice Bank in California 2014 - Present
Union Bank January 2013 - September 2014
Union Bank December 2011 - December 2012
Wells Fargo October 2003 - November 2011
Wells Fargo Bank August 1996 - October 2003
Bank of America October 1994 - August 1996
Skills
CRM, Cross Selling, Strategic Financial..., Sales Management, Credit, Management, Team Building, Banking, Financial Services, Commercial Banking, Loans, Program Management, Small Business Lending, Leadership, Risk Management, Team Leadership, Relationship Management, Mortgage Lending, Training, Commercial Lending, Budgets, Sales, Investments, Retail Banking, Wealth Management, Strategic Planning
Education
University of California, Irvine 2003 — 2005
Certificate of Completion, Professional Financial Planning
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 2000
MBA, Finance
Oxford University 1998 — 1998
Certificate of Completion, Global Business Management
University of California, Riverside 1992 — 1996
BS, Business Administration
Los Amigos High School 1988 — 1992
Diploma
Cyrus Scott Morgan Cyrus Scott Morgan's Wells Fargo Experience January 2012 - June 2013
Job Law Student at Pepperdine University
Industry Law Practice
Experience
Pepperdine University School of Law Law ClerkLos Angeles District AttorneyAugust 2014 - December 2014
Wells Fargo January 2012 - June 2013
Lawyers Without Borders January 2011 - June 2011
For One World May 2010 - August 2010
APOGEE ADVENTURES CO May 2009 - August 2009
Skills
Training, Leadership, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Research, Customer Service, Financial Analysis, Event Planning, Public Speaking, Social Media Marketing, Facebook, Salesforce.com
Education
Pepperdine University School of Law 2013 — 2016
Doctor of Law (JD), Law
TRINITY COLLEGE 2007 — 2011
Bachelor of Arts, Human Rights
Pepperdine University School of Law Law ClerkLos Angeles District AttorneyAugust 2014 - December 2014
Wells Fargo January 2012 - June 2013
Lawyers Without Borders January 2011 - June 2011
For One World May 2010 - August 2010
APOGEE ADVENTURES CO May 2009 - August 2009
Skills
Training, Leadership, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Research, Customer Service, Financial Analysis, Event Planning, Public Speaking, Social Media Marketing, Facebook, Salesforce.com
Education
Pepperdine University School of Law 2013 — 2016
Doctor of Law (JD), Law
TRINITY COLLEGE 2007 — 2011
Bachelor of Arts, Human Rights
Audrey Scates Spencer Audrey Scates Spencer's Wells Fargo Experience January 1994 - December 1996
Job Fleet Management Analyst and Marketing Manager
Industry Health, Wellness and Fitness
Experience
UCLA Fleet & Transit March 1997 - Present
Forever Living Products January 1996 - Present
Wells Fargo January 1994 - December 1996
Wells Fargo January 1986 - December 1994
Wells Fargo January 1976 - December 1986
Skills
Program Management, Team Motivator, Analysis, Management, Marketing, Budgets, Supplements, Project Planning, Wellness, Social Networking, Purchasing, Coaching, Team Leadership, Team Building, Leadership Development
Education
University of California, Irvine 1973 — 1977
Pepperdine University, The George L. Graziadio School of Business and Management
UCLA Fleet & Transit March 1997 - Present
Forever Living Products January 1996 - Present
Wells Fargo January 1994 - December 1996
Wells Fargo January 1986 - December 1994
Wells Fargo January 1976 - December 1986
Skills
Program Management, Team Motivator, Analysis, Management, Marketing, Budgets, Supplements, Project Planning, Wellness, Social Networking, Purchasing, Coaching, Team Leadership, Team Building, Leadership Development
Education
University of California, Irvine 1973 — 1977
Pepperdine University, The George L. Graziadio School of Business and Management
Phillip Colling Phillip Colling's Wells Fargo Experience August 2013 - March 2015
Job Customer Sales and Service Rep. Wells Fargo
Industry Banking
Experience
NorthStar Financial Services Group, LLC March 2015 - Present
Wells Fargo August 2013 - March 2015
Academic Adventures May 2010 - October 2012
Skills
Mathematics, Computers, Sales, Customer Service, Leadership
Education
Peru State College 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Millard West High School 2006 — 2010
NorthStar Financial Services Group, LLC March 2015 - Present
Wells Fargo August 2013 - March 2015
Academic Adventures May 2010 - October 2012
Skills
Mathematics, Computers, Sales, Customer Service, Leadership
Education
Peru State College 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Millard West High School 2006 — 2010
Kim Am's Wells Fargo Experience April 2012 - August 2015
Job Director National Sales at Worldpay
Industry Financial Services
Experience
Worldpay August 2015 - Present
Wells Fargo April 2012 - August 2015
Wells Fargo Bank April 2011 - April 2012
Wells Fargo Home Mortgage April 2009 - April 2011
AutoNation June 2006 - January 2009
T Mobile USA June 2002 - August 2005
Skills
Credit, Cash Management, Credit Cards, Commercial Banking, Commercial Lending, Payroll, Payments, E-commerce, Coaching, Retail Sales Experience, Customer Retention, Loss Prevention, Employee Training, Banking, Sales, Financial Services, Loans, Leadership, Merchant Services, Business Development, Sales Management, Sales Operations
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2010
Bachelor's Degree, Business Administration and Management, General
Worldpay August 2015 - Present
Wells Fargo April 2012 - August 2015
Wells Fargo Bank April 2011 - April 2012
Wells Fargo Home Mortgage April 2009 - April 2011
AutoNation June 2006 - January 2009
T Mobile USA June 2002 - August 2005
Skills
Credit, Cash Management, Credit Cards, Commercial Banking, Commercial Lending, Payroll, Payments, E-commerce, Coaching, Retail Sales Experience, Customer Retention, Loss Prevention, Employee Training, Banking, Sales, Financial Services, Loans, Leadership, Merchant Services, Business Development, Sales Management, Sales Operations
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2010
Bachelor's Degree, Business Administration and Management, General
Phillip Drier Phillip Drier's Wells Fargo Experience November 2011 - July 2012
Job Web Developer at Exact JobBOSS
Industry Internet
Experience
Exact August 2012 - Present
Midwest Organizational Services, LLC September 2012 - October 2012
3Flection June 2012 - July 2012
Wells Fargo November 2011 - July 2012
Minnesota Public Radio March 2011 - October 2011
Skills
HTML, CSS, JavaScript, Web Design, Graphic Design, jQuery, HTML 5, Joomla, Marketing, Marketing Strategy, SCSS, Workflow, Social Media, User Experience, Front-end, Web Development, WordPress, SASS, CMS
Education
The Arts Institutes International Minnesota 2009 — 2011
Associate of Applied Science, Web Design & Interactive Media
Peru State College 2008 — 2009
Bachelors of Science, General Studies with an emphasis in Graphic Design
Exact August 2012 - Present
Midwest Organizational Services, LLC September 2012 - October 2012
3Flection June 2012 - July 2012
Wells Fargo November 2011 - July 2012
Minnesota Public Radio March 2011 - October 2011
Skills
HTML, CSS, JavaScript, Web Design, Graphic Design, jQuery, HTML 5, Joomla, Marketing, Marketing Strategy, SCSS, Workflow, Social Media, User Experience, Front-end, Web Development, WordPress, SASS, CMS
Education
The Arts Institutes International Minnesota 2009 — 2011
Associate of Applied Science, Web Design & Interactive Media
Peru State College 2008 — 2009
Bachelors of Science, General Studies with an emphasis in Graphic Design
Jonathan Clark's Wells Fargo Experience May 2007 - January 2010
Job Sr. Digital Marketing Manager at Ingram Micro
Industry Marketing and Advertising
Experience
Ingram Micro May 2012 - Present
Williams-Sonoma, Inc. October 2010 - May 2012
Wells Fargo May 2007 - January 2010
Skills
Competitive Analysis, Entrepreneurship, Marketing Strategy, Product Marketing, Financial Modeling, Social Media, Financial Analysis, Web Development, Strategic Planning, Marketing, Social Media Marketing, Finance, HubSpot, Start-ups, Analytics, Lead Generation, Email Marketing, Strategic Partnerships, Salesforce.com, Content Marketing, Marketing Automation, Direct Marketing, Management, Strategy
Education
Pepperdine University 2004 — 2008
BS, Finance
Ingram Micro May 2012 - Present
Williams-Sonoma, Inc. October 2010 - May 2012
Wells Fargo May 2007 - January 2010
Skills
Competitive Analysis, Entrepreneurship, Marketing Strategy, Product Marketing, Financial Modeling, Social Media, Financial Analysis, Web Development, Strategic Planning, Marketing, Social Media Marketing, Finance, HubSpot, Start-ups, Analytics, Lead Generation, Email Marketing, Strategic Partnerships, Salesforce.com, Content Marketing, Marketing Automation, Direct Marketing, Management, Strategy
Education
Pepperdine University 2004 — 2008
BS, Finance
Robert Basso Robert Basso's Wells Fargo Experience April 2013 - January 2015
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo April 2013 - January 2015
Casey Securities LLC June 2011 - July 2011
SSI Investment Management September 2006 - May 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Analysis, Strategic Planning, Bloomberg, Portfolio Management, Business Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
M.B.A., Finance, 3.94
University of Southern California 2002 — 2006
B.S., Business (Finance Concentration)
Wells Fargo April 2013 - January 2015
Casey Securities LLC June 2011 - July 2011
SSI Investment Management September 2006 - May 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Analysis, Strategic Planning, Bloomberg, Portfolio Management, Business Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
M.B.A., Finance, 3.94
University of Southern California 2002 — 2006
B.S., Business (Finance Concentration)
Sean Hughes's Wells Fargo Experience December 2013 - Present
Job Senior Vice President
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
US Bank July 2009 - December 2013
GB Merchant Partners April 2007 - 2009
Wells Fargo Business Credit December 2001 - April 2006
FINOVA Capital Corporation September 1993 - October 2001
Skills
Solicitor Municipal...
Education
Pacific Coast Banking School 2012 — 2014
Pepperdine University 1989 — 1991
MBA, Finance
University of North Texas 1981 — 1984
BA, Finance
St. Francis High School
Wells Fargo December 2013 - Present
US Bank July 2009 - December 2013
GB Merchant Partners April 2007 - 2009
Wells Fargo Business Credit December 2001 - April 2006
FINOVA Capital Corporation September 1993 - October 2001
Skills
Solicitor Municipal...
Education
Pacific Coast Banking School 2012 — 2014
Pepperdine University 1989 — 1991
MBA, Finance
University of North Texas 1981 — 1984
BA, Finance
St. Francis High School
Grace Santosa Grace Santosa's Wells Fargo Experience April 2010 - February 2012
Job Independent Style Advisor at J. HILBURN MEN'S CLOTHIER
Industry Apparel & Fashion
Experience
J. HILBURN MEN'S CLOTHIER July 2012 - Present
University Federal Credit Union February 2012 - Present
Wells Fargo April 2010 - February 2012
HSBC February 2007 - January 2008
Silicon Valley Bank June 2001 - March 2006
Skills
Customer Service, Banking, Consumer Lending, Credit, Loans, Sales, Microsoft Excel, Team Building, Retail, Strategic Planning, Commercial Lending, Microsoft Office
Education
Pepperdine University
Bachelor's degree, International Business
Sacred Heart Preparatory
J. HILBURN MEN'S CLOTHIER July 2012 - Present
University Federal Credit Union February 2012 - Present
Wells Fargo April 2010 - February 2012
HSBC February 2007 - January 2008
Silicon Valley Bank June 2001 - March 2006
Skills
Customer Service, Banking, Consumer Lending, Credit, Loans, Sales, Microsoft Excel, Team Building, Retail, Strategic Planning, Commercial Lending, Microsoft Office
Education
Pepperdine University
Bachelor's degree, International Business
Sacred Heart Preparatory
Lorenzo Munger Lorenzo Munger's Wells Fargo Experience April 2014 - Present
Job Business Development Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Finance Store December 2012 - April 2014
Northwestern Mutual May 2008 - June 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Finance, Investments, Business Valuation, Strategic Financial..., Portfolio Management, Microsoft Excel, Financial Statement..., Market Research, Credit, Business Development, Strategic Planning, Strategic Partnerships, Funding, Due Diligence, Competitive Analysis, Business Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, Finance
University of California, Irvine 2003 — 2007
Psychology and Social Behavior
Wells Fargo April 2014 - Present
Finance Store December 2012 - April 2014
Northwestern Mutual May 2008 - June 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Finance, Investments, Business Valuation, Strategic Financial..., Portfolio Management, Microsoft Excel, Financial Statement..., Market Research, Credit, Business Development, Strategic Planning, Strategic Partnerships, Funding, Due Diligence, Competitive Analysis, Business Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, Finance
University of California, Irvine 2003 — 2007
Psychology and Social Behavior
Paul Heinzman Paul Heinzman's Wells Fargo Experience April 1996 - November 2009
Job Treasury Management, Credit, Customer Service & Training Solutions
Industry Banking
Experience
MUFG Americas April 2014 - February 2015
Wells Fargo Capital Finance / Treasury Management November 2010 - May 2012
Wells Fargo April 1996 - November 2009
Wells Fargo September 1979 - April 1996
Skills
Banking, Commercial Banking, Financial Risk, Credit, Loans, Portfolio Management, Treasury Management, Retail Banking, Leadership, Project Management, Cross Selling, Compliance, Relationship Management, Cash Management, Financial Analysis, Management, Customer Service, Risk Management, Credit Risk, Financial Services, Credit Analysis, Mortgage Lending, Finance
Education
Pepperdine University
Bachelor Science, Business Administration
MUFG Americas April 2014 - February 2015
Wells Fargo Capital Finance / Treasury Management November 2010 - May 2012
Wells Fargo April 1996 - November 2009
Wells Fargo September 1979 - April 1996
Skills
Banking, Commercial Banking, Financial Risk, Credit, Loans, Portfolio Management, Treasury Management, Retail Banking, Leadership, Project Management, Cross Selling, Compliance, Relationship Management, Cash Management, Financial Analysis, Management, Customer Service, Risk Management, Credit Risk, Financial Services, Credit Analysis, Mortgage Lending, Finance
Education
Pepperdine University
Bachelor Science, Business Administration
Dolores Arredondo's Wells Fargo Experience 2003 - 2010
Job Financial Services Sales & Marketing Executive, Nationally Recognized Community Leader
Industry Financial Services
Experience
Wells Fargo Bank Board ChairHispanas Organized for Political Equality
Wells Fargo 2003 - 2010
Skills
Marketing, Strategic Planning, Integrated Marketing, Marketing Communications, Marketing Strategy, Market Research, Cross-functional Team..., Public Relations, Public Speaking, Nonprofits, Corporate Communications, Fundraising, Business Development, Direct Marketing, Strategy, Management, Social Media, Team Leadership, Program Management, Product Marketing
Education
Wellesley College 1991 — 1995
B.A., Psychology, Latin American Studies
Pepperdine University, The George L. Graziadio School of Business and Management
Wells Fargo Bank Board ChairHispanas Organized for Political Equality
Wells Fargo 2003 - 2010
Skills
Marketing, Strategic Planning, Integrated Marketing, Marketing Communications, Marketing Strategy, Market Research, Cross-functional Team..., Public Relations, Public Speaking, Nonprofits, Corporate Communications, Fundraising, Business Development, Direct Marketing, Strategy, Management, Social Media, Team Leadership, Program Management, Product Marketing
Education
Wellesley College 1991 — 1995
B.A., Psychology, Latin American Studies
Pepperdine University, The George L. Graziadio School of Business and Management
Trevor Thurling Trevor Thurling's Wells Fargo Experience November 2010 - Present
Job VP, Foreign Exchange at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2010 - Present
Associated Foreign Exchange July 2008 - October 2010
Skills
Risk Management, FX Options, Cash Management, Payments, Hedging, Cash Flow, Foreign Exchange, Financial Markets, Financial Risk, Currency, Options, Treasury Management
Education
Pepperdine University 2004 — 2008
Bachelor of Arts
Wells Fargo November 2010 - Present
Associated Foreign Exchange July 2008 - October 2010
Skills
Risk Management, FX Options, Cash Management, Payments, Hedging, Cash Flow, Foreign Exchange, Financial Markets, Financial Risk, Currency, Options, Treasury Management
Education
Pepperdine University 2004 — 2008
Bachelor of Arts
Nathan B. Paddock Nathan B. Paddock's Wells Fargo Experience April 2012 - Present
Job Wells Fargo Bank Senior Relationship Manager
Industry Banking
Experience
Wells Fargo April 2012 - Present
Broadbent Land and Resources June 1985 - Present
Zions Bank June 1999 - April 2012
Citibank 1995 - 1998
Skills
Banking, Commercial Banking, Wholesale Banking, Commercial Lending, Credit Analysis, Small Business Lending, Loans, Team Leadership, Portfolio Management, Mortgage Lending, Treasury Management, Finance, Consumer Lending, Strategic Financial..., Lines Of Credit, Financial Analysis, Underwriting, Credit, Credit Risk, Asset Based Lending, Commercial Mortgages, Credit Cards, Loan Origination, Relationship Management, Retail Banking, Cash Management, Refinance
Education
University of Pennsylvania - The Wharton School 2007 — 2009
ABA Stonier Graduate School of Banking, 2009
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 1999
MBA, Finance and Marketing
University of Utah - David Eccles School of Business 1991 — 1997
BS, Business Management
Davis High School 1988 — 1991
English, Economics, Debate
Wells Fargo April 2012 - Present
Broadbent Land and Resources June 1985 - Present
Zions Bank June 1999 - April 2012
Citibank 1995 - 1998
Skills
Banking, Commercial Banking, Wholesale Banking, Commercial Lending, Credit Analysis, Small Business Lending, Loans, Team Leadership, Portfolio Management, Mortgage Lending, Treasury Management, Finance, Consumer Lending, Strategic Financial..., Lines Of Credit, Financial Analysis, Underwriting, Credit, Credit Risk, Asset Based Lending, Commercial Mortgages, Credit Cards, Loan Origination, Relationship Management, Retail Banking, Cash Management, Refinance
Education
University of Pennsylvania - The Wharton School 2007 — 2009
ABA Stonier Graduate School of Banking, 2009
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 1999
MBA, Finance and Marketing
University of Utah - David Eccles School of Business 1991 — 1997
BS, Business Management
Davis High School 1988 — 1991
English, Economics, Debate
Melissa (Hernandez) Geissler, MBA Melissa (Hernandez) Geissler, MBA's Wells Fargo Experience May 2014 - Present
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Sun Life Financial May 2005 - September 2011
Skills
Strategic Planning, Leadership, Management, Sales, Team Leadership, Financial Analysis, Customer Service, Social Media, Training, Marketing, Microsoft Excel, Marketing Strategy, Event Planning, Financial Modeling, Microsoft Office, Strategic Financial...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Masters of Business Administration, Finance, General
Whittier College
Bachelor of Arts, Business Administration
Wells Fargo May 2014 - Present
Sun Life Financial May 2005 - September 2011
Skills
Strategic Planning, Leadership, Management, Sales, Team Leadership, Financial Analysis, Customer Service, Social Media, Training, Marketing, Microsoft Excel, Marketing Strategy, Event Planning, Financial Modeling, Microsoft Office, Strategic Financial...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Masters of Business Administration, Finance, General
Whittier College
Bachelor of Arts, Business Administration
Chomeka McCormick Chomeka McCormick's Wells Fargo Experience August 2011 - Present
Job Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2011 - Present
Wells Fargo December 2008 - August 2011
Wells Fargo 2007 - 2008
Local Company 2007 - 2008
Education
Pfeiffer University 2011 — 2013
Master of Business Administration (MBA)
UNC Charlotte 2002 — 2005
Bachelor's degree, Finance, General
South Mecklenburg High
Wells Fargo August 2011 - Present
Wells Fargo December 2008 - August 2011
Wells Fargo 2007 - 2008
Local Company 2007 - 2008
Education
Pfeiffer University 2011 — 2013
Master of Business Administration (MBA)
UNC Charlotte 2002 — 2005
Bachelor's degree, Finance, General
South Mecklenburg High
Drausia Paula Drausia Paula's Wells Fargo Experience 2010 - 2010
Job Stay at Home Mom
Industry Marketing and Advertising
Experience
Natural Life May 2013 - June 2014
International House February 2012 - November 2012
Pfeiffer University July 2010 - August 2012
Wells Fargo 2010 - 2010
All About The Pipes Plumbing 2009 - 2009
Christian Academy - Boa Viagem (Brazil) 1999 - 2003
Skills
Spanish, Portuguese native, Loan Modifications, Customer Service, Mortgage Industry, Loan Modification, Portuguese, Mortgage Lending, Microsoft Office, Marketing Communications, B2B software, B2B Marketing Strategy, Project Planning, Time Management, Fundraising, Marketing
Education
Pfeiffer University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.84
Pfeiffer University 2005 — 2009
Bachelor of Science, Business Administration
CPCC 2004 — 2005
Academic English
Universidade Federal de Pernambuco 1998 — 2002
Bachelor of Science, Secretariate
Natural Life May 2013 - June 2014
International House February 2012 - November 2012
Pfeiffer University July 2010 - August 2012
Wells Fargo 2010 - 2010
All About The Pipes Plumbing 2009 - 2009
Christian Academy - Boa Viagem (Brazil) 1999 - 2003
Skills
Spanish, Portuguese native, Loan Modifications, Customer Service, Mortgage Industry, Loan Modification, Portuguese, Mortgage Lending, Microsoft Office, Marketing Communications, B2B software, B2B Marketing Strategy, Project Planning, Time Management, Fundraising, Marketing
Education
Pfeiffer University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.84
Pfeiffer University 2005 — 2009
Bachelor of Science, Business Administration
CPCC 2004 — 2005
Academic English
Universidade Federal de Pernambuco 1998 — 2002
Bachelor of Science, Secretariate
George Maniatakis's Wells Fargo Experience June 2014 - March 2015
Job Mortgage Banker at Bank of America
Industry Financial Services
Experience
Bank of America March 2015 - Present
Wells Fargo June 2014 - March 2015
Bank of America July 2009 - June 2014
Bank of America April 2004 - June 2009
Skills
Mortgage Lending, Loans, Financial Analysis, Mortgage Banking, Refinance, Strategic Planning, Loan Origination, Business Development, Residential Mortgages, FHA, Credit, Banking, Underwriting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Colorado Boulder 1997 — 2001
Bachelor of Science in Business Administration, Business Administration and Management, General
Bank of America March 2015 - Present
Wells Fargo June 2014 - March 2015
Bank of America July 2009 - June 2014
Bank of America April 2004 - June 2009
Skills
Mortgage Lending, Loans, Financial Analysis, Mortgage Banking, Refinance, Strategic Planning, Loan Origination, Business Development, Residential Mortgages, FHA, Credit, Banking, Underwriting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Colorado Boulder 1997 — 2001
Bachelor of Science in Business Administration, Business Administration and Management, General
Paul Wu, MBA's Wells Fargo Experience October 2006 - July 2010
Job Vice President, Portfolio Manager
Industry Banking
Experience
HSBC May 2015 - Present
HSBC July 2013 - Present
Wells Fargo Bank May 2011 - July 2013
Wells Fargo Bank 2010 - May 2011
Wells Fargo October 2006 - July 2010
East West Bank March 2005 - October 2006
Cathay Bank September 2004 - March 2005
Skills
Credit, Finance, Accounting, Microsoft Excel, Analysis, Economics, Financial Statements, PowerPoint, Mandarin, Customer Service, Microsoft Word, Financial Planners, Sales, Financial Analysis, Forecasting, Loans, Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
University of California, Riverside 2000 — 2004
BA, Business Economics
HSBC May 2015 - Present
HSBC July 2013 - Present
Wells Fargo Bank May 2011 - July 2013
Wells Fargo Bank 2010 - May 2011
Wells Fargo October 2006 - July 2010
East West Bank March 2005 - October 2006
Cathay Bank September 2004 - March 2005
Skills
Credit, Finance, Accounting, Microsoft Excel, Analysis, Economics, Financial Statements, PowerPoint, Mandarin, Customer Service, Microsoft Word, Financial Planners, Sales, Financial Analysis, Forecasting, Loans, Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
University of California, Riverside 2000 — 2004
BA, Business Economics
Gilbert Ayala Gilbert Ayala's Wells Fargo Experience July 2014 - Present
Job SVP Head of International Risk Program Governance & Oversight at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2014 - Present
JPMorgan Chase January 2011 - Present
JPMorgan Chase November 2007 - February 2011
Washington Mutual January 1998 - November 2007
Union Bank 1980 - 1984
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
Masters in Business Administration
Wells Fargo July 2014 - Present
JPMorgan Chase January 2011 - Present
JPMorgan Chase November 2007 - February 2011
Washington Mutual January 1998 - November 2007
Union Bank 1980 - 1984
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
Masters in Business Administration
Bradley (Brad) Reavis Bradley (Brad) Reavis's Wells Fargo Experience 2009 - August 2011
Job Director Operational Risk Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2011 - Present
Wells Fargo 2009 - August 2011
Wells Fargo Securities 2007 - 2009
Wells Fargo Securities 2004 - 2007
Wells Fargo Securities 2002 - 2004
Wells Fargo Securities December 1999 - 2002
Skills
Risk Management, Operational Risk..., Vendor Management, Risk Assessment, Fixed Income, Business Continuity, Governance, Investment Banking, Internal Audit, Business Continuity..., Change Management, Project Management, Analysis, Internal Controls, Capital Markets, Information Security, Securities, Equities, Derivatives, Options, Counterparty Risk, Business Analysis, Risk Analysis, Financial Risk, Operational Risk, Commodity, Process Improvement, Trading, Financial Services, Back Office, Middle Office, Bonds, Foreign Exchange, Structured Products, Trading Systems, Interest Rate..., Credit Derivatives, Swaps, Settlement, Finance, Portfolio Management
Education
Pfeiffer University 2001 — 2003
MBA/MHA
Global Financial Markets Institute 2012 — 2012
Global Financial Markets Institute 2012 — 2012
Western Carolina University 1996 — 1999
Bachelor of Science
Disaster Recovery Institute International (DRII)
CBCP
Wells Fargo Securities July 2011 - Present
Wells Fargo 2009 - August 2011
Wells Fargo Securities 2007 - 2009
Wells Fargo Securities 2004 - 2007
Wells Fargo Securities 2002 - 2004
Wells Fargo Securities December 1999 - 2002
Skills
Risk Management, Operational Risk..., Vendor Management, Risk Assessment, Fixed Income, Business Continuity, Governance, Investment Banking, Internal Audit, Business Continuity..., Change Management, Project Management, Analysis, Internal Controls, Capital Markets, Information Security, Securities, Equities, Derivatives, Options, Counterparty Risk, Business Analysis, Risk Analysis, Financial Risk, Operational Risk, Commodity, Process Improvement, Trading, Financial Services, Back Office, Middle Office, Bonds, Foreign Exchange, Structured Products, Trading Systems, Interest Rate..., Credit Derivatives, Swaps, Settlement, Finance, Portfolio Management
Education
Pfeiffer University 2001 — 2003
MBA/MHA
Global Financial Markets Institute 2012 — 2012
Global Financial Markets Institute 2012 — 2012
Western Carolina University 1996 — 1999
Bachelor of Science
Disaster Recovery Institute International (DRII)
CBCP
Anthony Butts, PMP® Anthony Butts, PMP®'s Wells Fargo Experience December 2009 - December 2010
Job
Industry Information Technology and Services
Experience
TIAA-CREF January 2012 - August 2012
TIAA-CREF April 2011 - December 2011
Wells Fargo December 2009 - December 2010
Wachovia April 2007 - May 2009
Bank of America August 2006 - March 2007
Bank of America July 2005 - August 2006
IBM March 1997 - June 2005
IBM Global Services 1997 - 2005
Mecklenburg County June 1995 - March 1997
US Airways May 1994 - April 1995
Skills
Visio, Troubleshooting, Networking, Servers, Computer Hardware, Windows, Outlook, Sla, HP, Microsoft Office, Operating Systems, Information Security, TCP/IP, Microsoft Certified..., Printers
Education
Pfeiffer University 2006 — 2010
Masters, Science of Leadership and Organizational Change
Winston-Salem State University
BA, Business Administration
TIAA-CREF January 2012 - August 2012
TIAA-CREF April 2011 - December 2011
Wells Fargo December 2009 - December 2010
Wachovia April 2007 - May 2009
Bank of America August 2006 - March 2007
Bank of America July 2005 - August 2006
IBM March 1997 - June 2005
IBM Global Services 1997 - 2005
Mecklenburg County June 1995 - March 1997
US Airways May 1994 - April 1995
Skills
Visio, Troubleshooting, Networking, Servers, Computer Hardware, Windows, Outlook, Sla, HP, Microsoft Office, Operating Systems, Information Security, TCP/IP, Microsoft Certified..., Printers
Education
Pfeiffer University 2006 — 2010
Masters, Science of Leadership and Organizational Change
Winston-Salem State University
BA, Business Administration
Bita nazardoust's Wells Fargo Experience 2005 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo 2005 - 2012
U.S. Bank January 2004 - 2005
Skills
Credit Analysis, Financial Services, Financial Analysis, Equities, Fixed Income, Loan Origination, Finance, Risk Management, Fixed Annuities, Retail Banking, Relationship Management
Education
Pepperdine University
Business Administration and Management, General
somayeh high school
Wells Fargo 2005 - 2012
U.S. Bank January 2004 - 2005
Skills
Credit Analysis, Financial Services, Financial Analysis, Equities, Fixed Income, Loan Origination, Finance, Risk Management, Fixed Annuities, Retail Banking, Relationship Management
Education
Pepperdine University
Business Administration and Management, General
somayeh high school
Denise Renee Dandurand Denise Renee Dandurand's Wells Fargo Experience 1989 - 1997
Job Owner at Campus Insurance Service Inc
Industry Financial Services
Experience
Campus Insurance Service Inc January 2011 - Present
H & R Block 2005 - 2010
Valley Credit Union 1999 - 2005
Household Finance 1997 - 1999
Wells Fargo 1989 - 1997
Skills
Strategic Planning, Project Management, Advertising, Credit, Loans, Coaching, Banking, Performance Management, Call Center, New Business Development, Cross-functional Team..., Call Centers, Management, Budgets, Outlook, Team Building, Customer Satisfaction, Business Development, Training, Insurance, Process Improvement, Sales, Microsoft Excel, Customer Service, Microsoft Word, Retail, Leadership, Sales Management, Small Business, Risk Management, Marketing, Financial Analysis, Account Management, Analysis, Team Leadership, Start-ups
Education
Pepperdine University 1992 — 1997
MBA
Pepperdine University 1987 — 1991
Bachelor of Science, Business Administration
Los Gatos High School 1983 — 1987
St Frances Cabrini
Campus Insurance Service Inc January 2011 - Present
H & R Block 2005 - 2010
Valley Credit Union 1999 - 2005
Household Finance 1997 - 1999
Wells Fargo 1989 - 1997
Skills
Strategic Planning, Project Management, Advertising, Credit, Loans, Coaching, Banking, Performance Management, Call Center, New Business Development, Cross-functional Team..., Call Centers, Management, Budgets, Outlook, Team Building, Customer Satisfaction, Business Development, Training, Insurance, Process Improvement, Sales, Microsoft Excel, Customer Service, Microsoft Word, Retail, Leadership, Sales Management, Small Business, Risk Management, Marketing, Financial Analysis, Account Management, Analysis, Team Leadership, Start-ups
Education
Pepperdine University 1992 — 1997
MBA
Pepperdine University 1987 — 1991
Bachelor of Science, Business Administration
Los Gatos High School 1983 — 1987
St Frances Cabrini
Ed Bermudez, JD, MBA, MSL Miami/Ft. Lauderdale's Wells Fargo Experience August 2015 - Present
Job Global Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2015 - Present
Wells Fargo December 2014 - Present
Wells Fargo Bank August 2012 - Present
Wells Fargo Bank July 2008 - August 2012
Allstate February 2006 - July 2008
Commercebank May 2002 - February 2006
Merrill Lynch May 2001 - May 2002
Sodexho February 1999 - May 2001
Bolivar Bank - Legacy subsidiary of Banco Caracas January 1995 - December 1998
Skills
Banking, Portfolio Management, Valuation, Risk, Risk Management, Credit Analysis, Credit, Financial Risk, Underwriting, Asset Based Lending, Restructuring, Financial Analysis, Analysis, Loans, Investments, Credit Risk, Business Planning, Commercial Banking, Management, Financial Modeling, Commercial Lending, Due Diligence, Financial Reporting, Finance, Structured Finance, Strategy, Leadership, Financial Structuring, Business Process..., Corporate Finance, Financial Services, Loan Origination, Executive Management
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2013
MBA, Finance and Financial Management Services
Pfeiffer University 2009 — 2012
MSL/MBA, Organizational Change Management/Finance
University of North Carolina at Charlotte 1999 — 2002
Financial Institutions & Commercial Banking - Managerial Finance - Economics, Finance & Economics
Universidad Bicentenaria de Aragua 1993 — 1998
JD, Law
Wells Fargo August 2015 - Present
Wells Fargo December 2014 - Present
Wells Fargo Bank August 2012 - Present
Wells Fargo Bank July 2008 - August 2012
Allstate February 2006 - July 2008
Commercebank May 2002 - February 2006
Merrill Lynch May 2001 - May 2002
Sodexho February 1999 - May 2001
Bolivar Bank - Legacy subsidiary of Banco Caracas January 1995 - December 1998
Skills
Banking, Portfolio Management, Valuation, Risk, Risk Management, Credit Analysis, Credit, Financial Risk, Underwriting, Asset Based Lending, Restructuring, Financial Analysis, Analysis, Loans, Investments, Credit Risk, Business Planning, Commercial Banking, Management, Financial Modeling, Commercial Lending, Due Diligence, Financial Reporting, Finance, Structured Finance, Strategy, Leadership, Financial Structuring, Business Process..., Corporate Finance, Financial Services, Loan Origination, Executive Management
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2013
MBA, Finance and Financial Management Services
Pfeiffer University 2009 — 2012
MSL/MBA, Organizational Change Management/Finance
University of North Carolina at Charlotte 1999 — 2002
Financial Institutions & Commercial Banking - Managerial Finance - Economics, Finance & Economics
Universidad Bicentenaria de Aragua 1993 — 1998
JD, Law
John Mammen's Wells Fargo Experience March 2013 - Present
Job Vice President | Energy Group at Wells Fargo
Industry Oil & Energy
Experience
Wells Fargo March 2013 - Present
Skills
Credit Analysis, Underwriting, Financial Structuring, Financial Modeling, Financial Analysis, Cash Flow Forecasting, Quantitative Risk..., Due Diligence, Business Development
Education
Pepperdine University
Bachelor of Science, Finance, 3.83
Wells Fargo March 2013 - Present
Skills
Credit Analysis, Underwriting, Financial Structuring, Financial Modeling, Financial Analysis, Cash Flow Forecasting, Quantitative Risk..., Due Diligence, Business Development
Education
Pepperdine University
Bachelor of Science, Finance, 3.83
Michael Rapkine Michael Rapkine's Wells Fargo Experience 2010 - 2015
Job Associate at Anglin Flewelling Rasmussen Campbell & Trytten, LLP
Industry Legal Services
Experience
Anglin Flewelling Rasmussen Campbell & Trytten, LLP February 2010 - Present
Wells Fargo 2010 - 2015
Wells Fargo 2010 - 2015
Wells Fargo 2010 - 2015
Hennigan, Bennett & Dorman October 2002 - November 2008
Diamond & Scharnberger May 2001 - January 2002
Paul, Hastings, Janofsky & Walker LLP (London, U.K.) May 2000 - August 2000
Skills
Litigation, Intellectual Property, Commercial Litigation, Torts
Education
Pepperdine University School of Law 1999 — 2002
Juris Doctor, Law
University of California, Los Angeles 1994 — 1998
B.A., Political Science; Business Administration
Anglin Flewelling Rasmussen Campbell & Trytten, LLP February 2010 - Present
Wells Fargo 2010 - 2015
Wells Fargo 2010 - 2015
Wells Fargo 2010 - 2015
Hennigan, Bennett & Dorman October 2002 - November 2008
Diamond & Scharnberger May 2001 - January 2002
Paul, Hastings, Janofsky & Walker LLP (London, U.K.) May 2000 - August 2000
Skills
Litigation, Intellectual Property, Commercial Litigation, Torts
Education
Pepperdine University School of Law 1999 — 2002
Juris Doctor, Law
University of California, Los Angeles 1994 — 1998
B.A., Political Science; Business Administration
Sigal Ronen, MBA Sigal Ronen, MBA's Wells Fargo Experience November 2005 - August 2014
Job Chase Home Mortgage
Industry Banking
Experience
Chase 2015 - Present
The Emery Team - W.J. Bradley Mortgage Capital, LLC August 2014 - May 2015
Wells Fargo November 2005 - August 2014
Fluor October 1998 - March 2004
Skills
Mortgage Lending, Investment Properties, Construction Loans, Refinance, Mortgage Banking, Loans, Real Estate, Residential Mortgages, FHA, Relocation, VA loans, Loan Origination, FHA financing, Real Estate Financing, Certified Mortgage..., Underwriting, First Time Home Buyers, USDA, FHA Financing, VA Loans
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
Chase 2015 - Present
The Emery Team - W.J. Bradley Mortgage Capital, LLC August 2014 - May 2015
Wells Fargo November 2005 - August 2014
Fluor October 1998 - March 2004
Skills
Mortgage Lending, Investment Properties, Construction Loans, Refinance, Mortgage Banking, Loans, Real Estate, Residential Mortgages, FHA, Relocation, VA loans, Loan Origination, FHA financing, Real Estate Financing, Certified Mortgage..., Underwriting, First Time Home Buyers, USDA, FHA Financing, VA Loans
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
Brian Holt, MBA Brian Holt, MBA's Wells Fargo Experience December 2014 - Present
Job Business Sales Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Heartland Payment Systems January 2014 - December 2014
V2 Strategic Advisors June 2012 - March 2013
everis November 2011 - June 2012
Wells Fargo October 2004 - November 2011
24/7 Card May 2011 - July 2011
Pre-Con Products January 2010 - April 2010
Wells Fargo March 1999 - December 2001
Skills
Salesforce.com, Project Management, Sports Management, Sports Marketing, Social Media Measurement, Business Strategy, Negotiation, New Business Development, Financial Analysis, Public Speaking, Corporate Finance, Investment Advisory, Sales Management, Sales Process, Interchange Management, Merchant Services, Retail Banking, Commercial Banking, Banking, Loans, Business Development, Credit, Leadership, Strategy, Management, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Finance & Global Business
University of Nevada-Reno 1999 — 2003
BA, Criminal Justice
Wells Fargo December 2014 - Present
Heartland Payment Systems January 2014 - December 2014
V2 Strategic Advisors June 2012 - March 2013
everis November 2011 - June 2012
Wells Fargo October 2004 - November 2011
24/7 Card May 2011 - July 2011
Pre-Con Products January 2010 - April 2010
Wells Fargo March 1999 - December 2001
Skills
Salesforce.com, Project Management, Sports Management, Sports Marketing, Social Media Measurement, Business Strategy, Negotiation, New Business Development, Financial Analysis, Public Speaking, Corporate Finance, Investment Advisory, Sales Management, Sales Process, Interchange Management, Merchant Services, Retail Banking, Commercial Banking, Banking, Loans, Business Development, Credit, Leadership, Strategy, Management, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Finance & Global Business
University of Nevada-Reno 1999 — 2003
BA, Criminal Justice
Evan Ingwers Evan Ingwers's Wells Fargo Experience December 2013 - Present
Job Assistant Vice President Wells Fargo Commercial Banking Division
Industry Banking
Experience
Wells Fargo December 2013 - Present
Wells Fargo July 2013 - December 2013
Wells Fargo May 2011 - June 2013
Education
Pepperdine University 2007 — 2011
Bachelor's Degree, International Business
University of California, Berkeley 2012 — 2013
Accounting Certificate
De La Salle High School
Wells Fargo December 2013 - Present
Wells Fargo July 2013 - December 2013
Wells Fargo May 2011 - June 2013
Education
Pepperdine University 2007 — 2011
Bachelor's Degree, International Business
University of California, Berkeley 2012 — 2013
Accounting Certificate
De La Salle High School
Deandrea Whitehurst, MS, MBA Deandrea Whitehurst, MS, MBA's Wells Fargo Experience February 2013 - Present
Job AVP, Senior Fiduciary Tax Liaison
Industry Banking
Experience
Wells Fargo February 2013 - Present
Wells Fargo March 2010 - February 2013
Wells Fargo September 2006 - February 2010
Wells Fargo Advisors November 2004 - August 2006
Skills
Auditing, Banking, Credit, Customer Service, Finance, Financial Analysis, Financial Services, Leadership, Management, Microsoft Office, Process Improvement, Retirement, Risk Management, Wealth, Loans
Education
Strayer University (NC) 2006 — 2008
Master of Science, Accounting/Taxation
Pfeiffer University 2002 — 2004
MBA, Business Administration
Winston-Salem State University 1996 — 2000
Bachelor of Science, Accounting & Management Information Systems
Wells Fargo February 2013 - Present
Wells Fargo March 2010 - February 2013
Wells Fargo September 2006 - February 2010
Wells Fargo Advisors November 2004 - August 2006
Skills
Auditing, Banking, Credit, Customer Service, Finance, Financial Analysis, Financial Services, Leadership, Management, Microsoft Office, Process Improvement, Retirement, Risk Management, Wealth, Loans
Education
Strayer University (NC) 2006 — 2008
Master of Science, Accounting/Taxation
Pfeiffer University 2002 — 2004
MBA, Business Administration
Winston-Salem State University 1996 — 2000
Bachelor of Science, Accounting & Management Information Systems
Leigh Di Angelo's Wells Fargo Experience January 2013 - Present
Job Commercial Mortgage Loan Administrator/Closer at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Compass Group North America January 2012 - December 2012
Compass Group North America 2010 - January 2012
Sun Chlorella USA October 2007 - September 2008
TJR Industries, Inc. September 2005 - September 2007
Tobin Lucks, LLP August 2003 - December 2004
Skills
Legal Research, Legal Writing, Legal Documents, Legal Compliance, Contract Negotiation, Strategic Planning, Market Research, Public Relations, Direct Marketing, Direct Mail, Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Organization, Customer Service, Account Management, Time Management, Project Planning, Research, Leadership
Education
Pepperdine University School of Law 2000 — 2003
Juris Doctorate, Law
The University of Georgia 1996 — 2000
Bachelor's Degree, English Literature
Wells Fargo January 2013 - Present
Compass Group North America January 2012 - December 2012
Compass Group North America 2010 - January 2012
Sun Chlorella USA October 2007 - September 2008
TJR Industries, Inc. September 2005 - September 2007
Tobin Lucks, LLP August 2003 - December 2004
Skills
Legal Research, Legal Writing, Legal Documents, Legal Compliance, Contract Negotiation, Strategic Planning, Market Research, Public Relations, Direct Marketing, Direct Mail, Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Organization, Customer Service, Account Management, Time Management, Project Planning, Research, Leadership
Education
Pepperdine University School of Law 2000 — 2003
Juris Doctorate, Law
The University of Georgia 1996 — 2000
Bachelor's Degree, English Literature
Cynthia Randolph Cynthia Randolph's Wells Fargo Experience 2009 - 2011
Job Senior Business Analyst at TIAACREF
Industry Banking
Experience
TIAA-CREF September 2014 - Present
Perficient June 2012 - September 2014
Wells Fargo 2009 - 2011
Wachovia, a Wells Fargo Company 2006 - 2009
Wachovia Bank 1997 - 2006
First Union 1994 - 1997
Skills
Banking, Relationship Management, Financial Services, Product Management, Portfolio Management, Retail Banking, Cross-functional Team..., Leadership, Segmentation, Customer Experience, Strategy, Wealth Management, Vendor Management, Management, Analytics, Competitive Analysis, Process Improvement, Training, Team Building, Program Management
Education
Pfeiffer University 2006 — 2009
MS, Organizational Leadership & Change Management
Virginia Commonwealth University 1984 — 1986
B.S., Business Administration & Management
Helixplan
TIAA-CREF September 2014 - Present
Perficient June 2012 - September 2014
Wells Fargo 2009 - 2011
Wachovia, a Wells Fargo Company 2006 - 2009
Wachovia Bank 1997 - 2006
First Union 1994 - 1997
Skills
Banking, Relationship Management, Financial Services, Product Management, Portfolio Management, Retail Banking, Cross-functional Team..., Leadership, Segmentation, Customer Experience, Strategy, Wealth Management, Vendor Management, Management, Analytics, Competitive Analysis, Process Improvement, Training, Team Building, Program Management
Education
Pfeiffer University 2006 — 2009
MS, Organizational Leadership & Change Management
Virginia Commonwealth University 1984 — 1986
B.S., Business Administration & Management
Helixplan
Anita Villar-Bell, PMP® Anita Villar-Bell, PMP®'s Wells Fargo Experience 2009 - 2010
Job Sr. Project Manager at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial November 2014 - Present
Insight Global/LPL Financial September 2014 - Present
Genesis 10/Bank of America 2012 - 2014
American Tire Distributors 2012 - 2012
Ettain Group/Bank of America 2010 - 2011
Wells Fargo 2009 - 2010
Maersk Line 2005 - 2008
Maersk Logistics 2003 - 2005
AP Moller/Maersk 2000 - 2003
Skills
Coaching, Team Building, Change Management, Problem Solving, Project Management, Team Leadership, Mentoring, Group Instruction, Cultural Awareness, Logistics Management, ISO, Leadership Development, Personal Development, Performance Management, Logistics, Program Management, Business Process..., Leadership, Project Planning, Cross-functional Team..., Vendor Management, MS Project, Strategy, Training, Business Strategy, Project Portfolio..., PMO, Business Analysis, PMP, Outsourcing, SDLC, Risk Management, Analysis, Operations Management, Governance, Consulting, Visio, Stakeholder Management, SharePoint, Team Management, Agile Project Management, Finance, Business Transformation, Offshoring, Business Process Mapping, Scrum, Resource Management, Virtual Teams, Management, Process Improvement
Education
Pfeiffer University 2010 — 2012
Bachelor of Arts, Organizational Communication
PMI 2009 — 2009
PMP, Project Management for the Professional
LPL Financial November 2014 - Present
Insight Global/LPL Financial September 2014 - Present
Genesis 10/Bank of America 2012 - 2014
American Tire Distributors 2012 - 2012
Ettain Group/Bank of America 2010 - 2011
Wells Fargo 2009 - 2010
Maersk Line 2005 - 2008
Maersk Logistics 2003 - 2005
AP Moller/Maersk 2000 - 2003
Skills
Coaching, Team Building, Change Management, Problem Solving, Project Management, Team Leadership, Mentoring, Group Instruction, Cultural Awareness, Logistics Management, ISO, Leadership Development, Personal Development, Performance Management, Logistics, Program Management, Business Process..., Leadership, Project Planning, Cross-functional Team..., Vendor Management, MS Project, Strategy, Training, Business Strategy, Project Portfolio..., PMO, Business Analysis, PMP, Outsourcing, SDLC, Risk Management, Analysis, Operations Management, Governance, Consulting, Visio, Stakeholder Management, SharePoint, Team Management, Agile Project Management, Finance, Business Transformation, Offshoring, Business Process Mapping, Scrum, Resource Management, Virtual Teams, Management, Process Improvement
Education
Pfeiffer University 2010 — 2012
Bachelor of Arts, Organizational Communication
PMI 2009 — 2009
PMP, Project Management for the Professional
Jessica Chen Jessica Chen's Wells Fargo Experience October 2007 - August 2010
Job Project Manager at FUHU, Inc
Industry Consumer Electronics
Experience
Fuhu, Inc July 2011 - Present
Wells Fargo October 2007 - August 2010
Crabtree & Evelyn September 2006 - February 2008
University Directories April 2006 - November 2006
Skills
Retail Sales, Corporate Social..., Customer Service, Finance, Marketing, Event Planning, Sales, Microsoft Excel, Competitive Analysis, Market Research, Business Development, PowerPoint, Strategic Planning, Social Media, Project Management, New Business Development, Management, Social Networking, Strategy, Leadership
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
Masters, Business Administration
Texas Christian University 2004 — 2007
Bachelor of Science, Communication, Business
Fuhu, Inc July 2011 - Present
Wells Fargo October 2007 - August 2010
Crabtree & Evelyn September 2006 - February 2008
University Directories April 2006 - November 2006
Skills
Retail Sales, Corporate Social..., Customer Service, Finance, Marketing, Event Planning, Sales, Microsoft Excel, Competitive Analysis, Market Research, Business Development, PowerPoint, Strategic Planning, Social Media, Project Management, New Business Development, Management, Social Networking, Strategy, Leadership
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
Masters, Business Administration
Texas Christian University 2004 — 2007
Bachelor of Science, Communication, Business
Daniel Sok Daniel Sok's Wells Fargo Experience HOME MORTGAGE CONSULTANTLENDING TREE HOME LOAN CENTERJanuary 2003 - July 2005
Job Business Payroll Specialist at Wells Fargo
Industry Accounting
Experience
Wells Fargo HOME MORTGAGE CONSULTANTLENDING TREE HOME LOAN CENTERJanuary 2003 - July 2005
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2013
Business Finance, Business Management
Wells Fargo HOME MORTGAGE CONSULTANTLENDING TREE HOME LOAN CENTERJanuary 2003 - July 2005
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2013
Business Finance, Business Management
Gui Kahl Gui Kahl's Wells Fargo Experience June 2012 - July 2013
Job SVP, Chief of Staff/Global Head of Process Excellence at AIG
Industry Financial Services
Experience
AIG July 2013 - Present
Wells Fargo June 2012 - July 2013
Wells Fargo August 2009 - May 2012
Wachovia Bank August 2006 - July 2009
Bank of America November 2003 - August 2006
Gateway Computer September 2002 - November 2003
Gateway Computers April 2001 - August 2002
Gateway Computers May 1999 - April 2001
AlliedSignal Aerospace April 1998 - April 1999
AlliedSignal Aerospace June 1996 - April 1998
Skills
Outsourcing, Strategy, Process Improvement, Strategic Planning, Cross-functional Team..., Business Strategy, Executive Management, Business Transformation, Operational Excellence, Offshoring, BPO, Business Development, Banking, Business Process..., Management, Mergers & Acquisitions, Program Management, Strategic Partnerships, Vendor Management, Financial Services, Relationship Management, Business Analysis, Leadership, Change Management
Education
Consumer Banking Association 2005 — 2008
Masters, Retail Banking
Pepperdine University 1993 — 1995
MBA, Masters in Business Administration
The Ohio State University 1985 — 1989
Bachelor of Arts (B.A.), Bachelor of Science (B.S), Marketing and Transportation Logistics
AIG July 2013 - Present
Wells Fargo June 2012 - July 2013
Wells Fargo August 2009 - May 2012
Wachovia Bank August 2006 - July 2009
Bank of America November 2003 - August 2006
Gateway Computer September 2002 - November 2003
Gateway Computers April 2001 - August 2002
Gateway Computers May 1999 - April 2001
AlliedSignal Aerospace April 1998 - April 1999
AlliedSignal Aerospace June 1996 - April 1998
Skills
Outsourcing, Strategy, Process Improvement, Strategic Planning, Cross-functional Team..., Business Strategy, Executive Management, Business Transformation, Operational Excellence, Offshoring, BPO, Business Development, Banking, Business Process..., Management, Mergers & Acquisitions, Program Management, Strategic Partnerships, Vendor Management, Financial Services, Relationship Management, Business Analysis, Leadership, Change Management
Education
Consumer Banking Association 2005 — 2008
Masters, Retail Banking
Pepperdine University 1993 — 1995
MBA, Masters in Business Administration
The Ohio State University 1985 — 1989
Bachelor of Arts (B.A.), Bachelor of Science (B.S), Marketing and Transportation Logistics
David Drake David Drake's Wells Fargo Experience 1994 - 1995
Job Director, Deposit & Payment Solutions Product Manager at CIT Bank N.A.
Industry Banking
Experience
CIT Bank, N.A. March 2014 - Present
CIT Bank, N.A. March 2014 - Present
Cadence Bank, N.A. March 2012 - May 2013
The RWC Group August 2011 - March 2012
East West Bank September 2010 - May 2011
City National Bank December 2009 - September 2010
Independent Contractor August 2008 - November 2009
Countrywide Bank May 2005 - August 2008
Union Bank of California 1987 - April 2005
Wells Fargo 1994 - 1995
Skills
Product Development, Customer Experience, Change Management, Operations Management, Project Management, Commercial Banking, Enterprise Software, Managerial Finance, Analysis, Cash Management, Product Management, Quality Management, Cross-functional Team..., Banking, Payments, Portfolio Management, Vendor Management, Leadership, Project Planning, Strategy, Credit Cards, Treasury Management, Strategic Planning, Growth Strategies, Program Management, Marketing Strategy, Management, Risk Management, Treasury Services, CRM, New Business Development, Executive Management, Retail Banking, ACH, Business Strategy, Finance, Business Planning, Financial Services, Business Analysis, Management Consulting, Customer Service, Treasury, Business Process..., Team Leadership, Process Improvement, Marketing, Mergers & Acquisitions, P&L Responsibility, Business Development, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1987 — 1989
MBA, Business Strategy
CIT Bank, N.A. March 2014 - Present
CIT Bank, N.A. March 2014 - Present
Cadence Bank, N.A. March 2012 - May 2013
The RWC Group August 2011 - March 2012
East West Bank September 2010 - May 2011
City National Bank December 2009 - September 2010
Independent Contractor August 2008 - November 2009
Countrywide Bank May 2005 - August 2008
Union Bank of California 1987 - April 2005
Wells Fargo 1994 - 1995
Skills
Product Development, Customer Experience, Change Management, Operations Management, Project Management, Commercial Banking, Enterprise Software, Managerial Finance, Analysis, Cash Management, Product Management, Quality Management, Cross-functional Team..., Banking, Payments, Portfolio Management, Vendor Management, Leadership, Project Planning, Strategy, Credit Cards, Treasury Management, Strategic Planning, Growth Strategies, Program Management, Marketing Strategy, Management, Risk Management, Treasury Services, CRM, New Business Development, Executive Management, Retail Banking, ACH, Business Strategy, Finance, Business Planning, Financial Services, Business Analysis, Management Consulting, Customer Service, Treasury, Business Process..., Team Leadership, Process Improvement, Marketing, Mergers & Acquisitions, P&L Responsibility, Business Development, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1987 — 1989
MBA, Business Strategy
Laura Easter's Wells Fargo Experience February 2006 - June 2006
Job
Industry Financial Services
Experience
Bank of America April 2011 - Present
Bank of America December 2010 - April 2011
Wachovia, A Wells Fargo Company August 2009 - April 2010
Time Warner Cable June 2008 - March 2009
Bank of America June 2006 - April 2007
Wells Fargo February 2006 - June 2006
Wells Fargo February 2005 - July 2005
Wells Fargo 2004 - 2005
D1 Mortgage 2003 - 2004
Bank of America March 1997 - November 2003
Skills
SharePoint, Business Requirements, Test Planning, Testing, Test Cases, Functional Requirements, User Acceptance Testing, Quality Center, SDLC, Waterfall, Metrics, Software Quality..., Software Documentation, Visio, Change Management, Requirements Analysis, Integration, Business Analysis, Quality Assurance, Software Project..., Test Automation, Vendor Management, Process Improvement, Business Process..., Management, Banking, MS Project, Leadership, Test Management, Requirements Gathering, Project Portfolio..., PMP, Business Process, Resource Management, IT Strategy, Project Delivery, Release Management, Financial Services, Systems Analysis, Data Warehousing, Risk Management, Agile Project Management, PMO, Business Intelligence, Agile Methodologies, Project Management, Enterprise Software, HP Quality Center
Education
Pfeiffer University 1995 — 1999
Bachelor, Management Information Systems
Rowan Cabarrus Community College 1979 — 1981
Associates, Data Processing
Bank of America April 2011 - Present
Bank of America December 2010 - April 2011
Wachovia, A Wells Fargo Company August 2009 - April 2010
Time Warner Cable June 2008 - March 2009
Bank of America June 2006 - April 2007
Wells Fargo February 2006 - June 2006
Wells Fargo February 2005 - July 2005
Wells Fargo 2004 - 2005
D1 Mortgage 2003 - 2004
Bank of America March 1997 - November 2003
Skills
SharePoint, Business Requirements, Test Planning, Testing, Test Cases, Functional Requirements, User Acceptance Testing, Quality Center, SDLC, Waterfall, Metrics, Software Quality..., Software Documentation, Visio, Change Management, Requirements Analysis, Integration, Business Analysis, Quality Assurance, Software Project..., Test Automation, Vendor Management, Process Improvement, Business Process..., Management, Banking, MS Project, Leadership, Test Management, Requirements Gathering, Project Portfolio..., PMP, Business Process, Resource Management, IT Strategy, Project Delivery, Release Management, Financial Services, Systems Analysis, Data Warehousing, Risk Management, Agile Project Management, PMO, Business Intelligence, Agile Methodologies, Project Management, Enterprise Software, HP Quality Center
Education
Pfeiffer University 1995 — 1999
Bachelor, Management Information Systems
Rowan Cabarrus Community College 1979 — 1981
Associates, Data Processing
Toni Hogan, MBA Toni Hogan, MBA's Wells Fargo Experience July 2012 - Present
Job Transformation Leader “Catalyst for Change” ... expert in influencing and selling the global vision
Industry Information Technology and Services
Experience
Wells Fargo July 2012 - Present
Wells Fargo March 2012 - July 2012
Wells Fargo September 2010 - March 2012
Wells Fargo Bank (Merged with Wachovia) January 2009 - September 2010
Wachovia Bank, N.A. April 2005 - February 2009
Wells Fargo (Formerly Wachovia) June 2004 - April 2005
Wells Fargo (Formerly Wachovia) June 2003 - June 2004
Bank of America February 2001 - August 2002
CSX( Divested By Maersk/Sealand) October 1999 - February 2001
NTT DATA Corporation October 1997 - October 1999
Skills
Financial Services, Program Management, Banking, Relationship Management, Vendor Management, Business Development, E-commerce, Project Management, Leadership, Product Development, Management, Integration, Process Improvement, Risk Management, Customer Experience, Strategy
Education
Pfeiffer University
Master of Business Administration (MBA), Business Administration and Management, General
University of North Carolina at Charlotte
Bachelor of Arts in Psychology, Industrial Pyschology
Wells Fargo July 2012 - Present
Wells Fargo March 2012 - July 2012
Wells Fargo September 2010 - March 2012
Wells Fargo Bank (Merged with Wachovia) January 2009 - September 2010
Wachovia Bank, N.A. April 2005 - February 2009
Wells Fargo (Formerly Wachovia) June 2004 - April 2005
Wells Fargo (Formerly Wachovia) June 2003 - June 2004
Bank of America February 2001 - August 2002
CSX( Divested By Maersk/Sealand) October 1999 - February 2001
NTT DATA Corporation October 1997 - October 1999
Skills
Financial Services, Program Management, Banking, Relationship Management, Vendor Management, Business Development, E-commerce, Project Management, Leadership, Product Development, Management, Integration, Process Improvement, Risk Management, Customer Experience, Strategy
Education
Pfeiffer University
Master of Business Administration (MBA), Business Administration and Management, General
University of North Carolina at Charlotte
Bachelor of Arts in Psychology, Industrial Pyschology
Paul Tran, MBA Paul Tran, MBA's Wells Fargo Experience January 2011 - March 2014
Job Financial Services Professional
Industry Financial Services
Experience
Northwestern Mutual April 2014 - Present
Wells Fargo January 2011 - March 2014
Pepperdine University Graziadio School of Business and Management August 2011 - December 2012
Sports 1 Marketing September 2010 - December 2010
Skills
Business Strategy, Life Insurance, Strategic Planning, Wealth Management, Disability Insurance, Buy-sell Agreements, Investments, Executive Compensation..., Long Term Care Insurance, Risk Management, Financial Analysis, Strategic Financial..., Economics, Investment Banking, Portfolio Management, Asset Management, Financial Modeling, Management Consulting, Competitive Analysis, Negotiation, Sales, Sales Presentations, Sales Management..., New Business Development, Leadership, Finance, Financial Services
Education
The American College
Chartered Life Underwriter (CLU) (In progress)
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration
University of California, Riverside
Bachelor of Arts, Economics/Administrative Studies
Northwestern Mutual April 2014 - Present
Wells Fargo January 2011 - March 2014
Pepperdine University Graziadio School of Business and Management August 2011 - December 2012
Sports 1 Marketing September 2010 - December 2010
Skills
Business Strategy, Life Insurance, Strategic Planning, Wealth Management, Disability Insurance, Buy-sell Agreements, Investments, Executive Compensation..., Long Term Care Insurance, Risk Management, Financial Analysis, Strategic Financial..., Economics, Investment Banking, Portfolio Management, Asset Management, Financial Modeling, Management Consulting, Competitive Analysis, Negotiation, Sales, Sales Presentations, Sales Management..., New Business Development, Leadership, Finance, Financial Services
Education
The American College
Chartered Life Underwriter (CLU) (In progress)
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration
University of California, Riverside
Bachelor of Arts, Economics/Administrative Studies
Saif (Safe) Abood, MBA's Wells Fargo Experience 2009 - 2012
Job Global Strategic Thinker
Industry Financial Services
Experience
Accenture 2013 - January 2015
Wells Fargo 2009 - 2012
PCO 2004 - 2006
IACCI 2003 - 2004
Skills
Financial Services, Leadership, Business Development, Media Relations, Community Outreach, Marketing Strategy, Financial Analysis, Social Media, Strategy, Management Consulting, Consulting, Vendor Management, Account Management, Project Management, Team Leadership, Cross-functional Team..., Process Improvement, Analysis, Financial Modeling, Retail Banking, Management, Strategic Partnerships, Research, Project Planning, Change Management, Organizational..., Leadership Development, Product Management, Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2013
Master of Business Administration (M.B.A.), Global Business Management
London College of Business 2006 — 2008
Diploma, Public Relations and Marketing
MUC
Bachelor of Science (B.Sc.), Software Engineering
Accenture 2013 - January 2015
Wells Fargo 2009 - 2012
PCO 2004 - 2006
IACCI 2003 - 2004
Skills
Financial Services, Leadership, Business Development, Media Relations, Community Outreach, Marketing Strategy, Financial Analysis, Social Media, Strategy, Management Consulting, Consulting, Vendor Management, Account Management, Project Management, Team Leadership, Cross-functional Team..., Process Improvement, Analysis, Financial Modeling, Retail Banking, Management, Strategic Partnerships, Research, Project Planning, Change Management, Organizational..., Leadership Development, Product Management, Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2013
Master of Business Administration (M.B.A.), Global Business Management
London College of Business 2006 — 2008
Diploma, Public Relations and Marketing
MUC
Bachelor of Science (B.Sc.), Software Engineering
Edvard Aydinyan's Wells Fargo Experience April 2014 - Present
Job Branch Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Wells Fargo April 2014 - Present
Wells Fargo July 2013 - March 2014
Wells Fargo September 2012 - June 2013
Wells Fargo May 2012 - August 2012
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Financial Analysis, Financial Services, Investments, Lines Of Credit, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Portfolio Management, Retail Banking, Small Business Lending, Cash Management, Residential Mortgages, Cross Selling
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.)
University of California, Irvine
Bachelor's degree, Economics & Sociology
Wells Fargo April 2014 - Present
Wells Fargo April 2014 - Present
Wells Fargo July 2013 - March 2014
Wells Fargo September 2012 - June 2013
Wells Fargo May 2012 - August 2012
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Financial Analysis, Financial Services, Investments, Lines Of Credit, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Portfolio Management, Retail Banking, Small Business Lending, Cash Management, Residential Mortgages, Cross Selling
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.)
University of California, Irvine
Bachelor's degree, Economics & Sociology
Brad McCoy Brad McCoy's Wells Fargo Experience June 1992 - May 2000
Job
Industry Real Estate
Experience
Lee & Associates - Los Angeles West, Inc. August 2013 - Present
BLDC Holdings, LLC (businessloan.com) June 1996 - August 2013
First Citizens Bank June 2010 - March 2012
Pacific Palisades Bank (proposed) February 2007 - October 2010
Pronto Financial and Insurance Services, LLC June 2005 - February 2007
First Federal Bank of California February 2002 - June 2005
Onyx Software / RevenueLab May 2000 - 2002
Wells Fargo June 1992 - May 2000
Skills
Real Estate Finance, Small Business, Sales Process, Business Process Mapping, Sales Management, Process Improvement, Financial Modeling, Database Marketing, Real Estate Economics, Recruiting, Commercial Banking, Retail Banking, Risk Management, Strategy, Financial Services, Business Development, Executive Management, Underwriting, Wealth Management, Commercial Lending, Small Business Lending, Credit Analysis, Mortgage Lending, Financial Analysis, Leadership, Commercial Real Estate, Commercial Real Estate..., Lease Negotiations, Commercial Property..., CoStar, Tenant Representation, Office Brokerage, Commercial Leasing, Property Disposition, Office Tenant..., Retail Site Selection, Branch Banking, Commercial Mortgages, Build-to-suit, Broker Opinion of Value, Lease Administration, CRM, GIS, SBA, Relationship Management, Asset Based Lending, Consumer Lending, Credit Risk, Treasury Management, Cash Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
BSM (no)
Santa Barbara City College 1986 — 1987
Lee & Associates - Los Angeles West, Inc. August 2013 - Present
BLDC Holdings, LLC (businessloan.com) June 1996 - August 2013
First Citizens Bank June 2010 - March 2012
Pacific Palisades Bank (proposed) February 2007 - October 2010
Pronto Financial and Insurance Services, LLC June 2005 - February 2007
First Federal Bank of California February 2002 - June 2005
Onyx Software / RevenueLab May 2000 - 2002
Wells Fargo June 1992 - May 2000
Skills
Real Estate Finance, Small Business, Sales Process, Business Process Mapping, Sales Management, Process Improvement, Financial Modeling, Database Marketing, Real Estate Economics, Recruiting, Commercial Banking, Retail Banking, Risk Management, Strategy, Financial Services, Business Development, Executive Management, Underwriting, Wealth Management, Commercial Lending, Small Business Lending, Credit Analysis, Mortgage Lending, Financial Analysis, Leadership, Commercial Real Estate, Commercial Real Estate..., Lease Negotiations, Commercial Property..., CoStar, Tenant Representation, Office Brokerage, Commercial Leasing, Property Disposition, Office Tenant..., Retail Site Selection, Branch Banking, Commercial Mortgages, Build-to-suit, Broker Opinion of Value, Lease Administration, CRM, GIS, SBA, Relationship Management, Asset Based Lending, Consumer Lending, Credit Risk, Treasury Management, Cash Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
BSM (no)
Santa Barbara City College 1986 — 1987
Jennifer Flynn Jennifer Flynn's Wells Fargo Experience September 2009 - January 2011
Job Customer Strategy and Deposit Products Executive Ally Bank
Industry Banking
Experience
Ally Financial Inc. February 2014 - Present
Ally Bank January 2011 - February 2014
Wells Fargo September 2009 - January 2011
Wachovia July 2007 - September 2009
Bank of America May 2005 - July 2007
Wachovia Bank October 2003 - May 2005
First Union Securities December 1998 - September 2003
Skills
Business Analysis, Business Process..., Process Improvement, Business Strategy, Business Planning, Data Analysis, Requirements Analysis, Strategic Communications, Executive Presentations, Technical Analysis, Process Excellence, Business Partner Support, Executive Reporting, Strategy, Analysis, Analytics, Competitive Analysis, Program Management, Risk Management, Banking, Vendor Management, Project Management, Leadership, Management, Cross-functional Team..., Financial Services
Education
Pfeiffer University 2001 — 2003
MBA, Graduate School of Business
University of North Carolina at Charlotte - Belk College of Business 1995 — 1998
Bachelor of Science - Business Adminstration
Ally Financial Inc. February 2014 - Present
Ally Bank January 2011 - February 2014
Wells Fargo September 2009 - January 2011
Wachovia July 2007 - September 2009
Bank of America May 2005 - July 2007
Wachovia Bank October 2003 - May 2005
First Union Securities December 1998 - September 2003
Skills
Business Analysis, Business Process..., Process Improvement, Business Strategy, Business Planning, Data Analysis, Requirements Analysis, Strategic Communications, Executive Presentations, Technical Analysis, Process Excellence, Business Partner Support, Executive Reporting, Strategy, Analysis, Analytics, Competitive Analysis, Program Management, Risk Management, Banking, Vendor Management, Project Management, Leadership, Management, Cross-functional Team..., Financial Services
Education
Pfeiffer University 2001 — 2003
MBA, Graduate School of Business
University of North Carolina at Charlotte - Belk College of Business 1995 — 1998
Bachelor of Science - Business Adminstration
Dustin Kary Dustin Kary's Wells Fargo Experience November 2006 - April 2007
Job Founder of Stone Daddies
Industry Construction
Experience
US Army January 2009 - December 2014
Spectrum Athletic Clubs August 2008 - January 2009
Olive Garden November 2007 - March 2008
Wells Fargo November 2006 - April 2007
HD Supply September 2005 - November 2006
Circuit City September 2003 - February 2004
Skills
Military Experience, Military, Army, Cpr Certified, Security Clearance, DoD, Force Protection, Leadership, First Aid, Weapons, Critical Thinking, Microsoft Office, Emergency Management, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Sales, Customer Service, Strategic Planning, Teamwork, Project Management, Research
Education
Pepperdine University 2015 — 2017
Master of Business Administration (MBA), Finance, General
Pepperdine University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), International Business, 3.4
US Army January 2009 - December 2014
Spectrum Athletic Clubs August 2008 - January 2009
Olive Garden November 2007 - March 2008
Wells Fargo November 2006 - April 2007
HD Supply September 2005 - November 2006
Circuit City September 2003 - February 2004
Skills
Military Experience, Military, Army, Cpr Certified, Security Clearance, DoD, Force Protection, Leadership, First Aid, Weapons, Critical Thinking, Microsoft Office, Emergency Management, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Sales, Customer Service, Strategic Planning, Teamwork, Project Management, Research
Education
Pepperdine University 2015 — 2017
Master of Business Administration (MBA), Finance, General
Pepperdine University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), International Business, 3.4
Teresa Benson's Wells Fargo Experience September 2014 - Present
Job
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo Home Mortgage September 2009 - Present
Skills
English, Microsoft Excel, Research, Customer Service, Microsoft Office, Microsoft Word, Project Management, Mortgage Banking, Sales Force Development, Coaching, Business Development, Leadership, Banking, Mortgage Lending, Call Centers, Sales
Education
Pfeiffer University
Master of Business Administration (MBA)
Seton Hill University
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Wells Fargo September 2014 - Present
Wells Fargo Home Mortgage September 2009 - Present
Skills
English, Microsoft Excel, Research, Customer Service, Microsoft Office, Microsoft Word, Project Management, Mortgage Banking, Sales Force Development, Coaching, Business Development, Leadership, Banking, Mortgage Lending, Call Centers, Sales
Education
Pfeiffer University
Master of Business Administration (MBA)
Seton Hill University
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Joy Lelo Joy Lelo's Wells Fargo Experience July 2015 - Present
Job Corporate Strategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo February 2014 - June 2015
Wells Fargo June 2013 - December 2013
NBCUniversal, Inc.- Style Network September 2012 - December 2012
MASECO Private Wealth Management July 2012 - August 2012
Wells Fargo May 2008 - August 2008
Skills
Intercultural..., Marketing Research, Photoshop, Illustrator, MS Office Suite, PowerPoint, Marketing Communications, Social Media Marketing, Financial Analysis, Competitive Analysis, Strategic Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
M.S., Global Business
Pepperdine University 2007 — 2011
B.A., Advertising, Marketing minor
Wells Fargo July 2015 - Present
Wells Fargo February 2014 - June 2015
Wells Fargo June 2013 - December 2013
NBCUniversal, Inc.- Style Network September 2012 - December 2012
MASECO Private Wealth Management July 2012 - August 2012
Wells Fargo May 2008 - August 2008
Skills
Intercultural..., Marketing Research, Photoshop, Illustrator, MS Office Suite, PowerPoint, Marketing Communications, Social Media Marketing, Financial Analysis, Competitive Analysis, Strategic Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
M.S., Global Business
Pepperdine University 2007 — 2011
B.A., Advertising, Marketing minor
Lindsey Lindner Lindsey Lindner's Wells Fargo Experience August 2006 - January 2007
Job Senior Accountant, Division Manager at TELCOR Inc
Industry Hospital & Health Care
Experience
TELCOR April 2010 - Present
State of Nebraska Department of Revenue January 2007 - April 2010
Wells Fargo August 2006 - January 2007
Skills
Monthly Close, Microsoft Dynamics SL, Year-end Close, Accruals, Process Improvement, Depreciation, Fixed Asset Management, Fixed Assets, Variance Analysis, GAAP, General Ledger, Analysis, Financial Statements, Training, Accounting, Auditing, Customer Service, Leadership, Microsoft Office, Microsoft Excel, Management, Microsoft Word
Education
Peru State College 2002 — 2006
B.S., Accounting, Business Management
TELCOR April 2010 - Present
State of Nebraska Department of Revenue January 2007 - April 2010
Wells Fargo August 2006 - January 2007
Skills
Monthly Close, Microsoft Dynamics SL, Year-end Close, Accruals, Process Improvement, Depreciation, Fixed Asset Management, Fixed Assets, Variance Analysis, GAAP, General Ledger, Analysis, Financial Statements, Training, Accounting, Auditing, Customer Service, Leadership, Microsoft Office, Microsoft Excel, Management, Microsoft Word
Education
Peru State College 2002 — 2006
B.S., Accounting, Business Management
Celyn Stanford Celyn Stanford's Wells Fargo Experience June 2010 - August 2010
Job MBA Graduate from Pepperdine University
Industry Marketing and Advertising
Experience
Indomitable Entertainment May 2014 - August 2014
MINDBODY, Inc. May 2012 - March 2013
MINDBODY, Inc. August 2011 - May 2012
Diversified Office Systems October 2010 - August 2011
Wells Fargo June 2010 - August 2010
Integrated Sports Marketing December 2008 - May 2009
Skills
PowerPoint, Microsoft Word, Social Media Marketing, Customer Service, Sales, Cold Calling, SaaS, Social Media, Microsoft Excel, Salesforce.com, Microsoft Office, Social Networking, Account Management, Team Building, Leadership, Sales Management, Event Planning, Training, Facebook, Marketing, Lead Generation, Marketing Strategy, Team Leadership, Email Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Leadership and Organizational Change Management Concentration
San Diego State University-California State University 2006 — 2010
Bachelor's degree, Business Administration and Management
Indomitable Entertainment May 2014 - August 2014
MINDBODY, Inc. May 2012 - March 2013
MINDBODY, Inc. August 2011 - May 2012
Diversified Office Systems October 2010 - August 2011
Wells Fargo June 2010 - August 2010
Integrated Sports Marketing December 2008 - May 2009
Skills
PowerPoint, Microsoft Word, Social Media Marketing, Customer Service, Sales, Cold Calling, SaaS, Social Media, Microsoft Excel, Salesforce.com, Microsoft Office, Social Networking, Account Management, Team Building, Leadership, Sales Management, Event Planning, Training, Facebook, Marketing, Lead Generation, Marketing Strategy, Team Leadership, Email Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Leadership and Organizational Change Management Concentration
San Diego State University-California State University 2006 — 2010
Bachelor's degree, Business Administration and Management
DOMINIC PARRY DOMINIC PARRY's Wells Fargo Experience February 2007 - August 2008
Job Private Client Banker at Chase
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2015 - Present
JP Morgan Chase Bank, N.A. December 2010 - June 2015
BBVA Compass July 2009 - December 2010
Wells Fargo February 2007 - August 2008
Skills
Setting up Trust..., Setting up and..., Banking, Mortgage, Microsoft Office, Customer Service, Sales, Strategic Planning, Microsoft Excel, Sales Management, Team Building, Retail, Conflict Resolution, Public Speaking, Financial Services, Leadership Development, Leadership, Mortgage Lending, Retail Banking, Credit, Finance, Financial Analysis, Loans, Consumer Lending, Mortgage Banking, Management, Process Improvement
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2018
Master of Business Administration (M.B.A.), Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2016
Certificate in Financial Planning, Financial Planning and Services
University of Arizona 2004 — 2009
Bachelor's Degree, Applied Communication, Political Science
JP Morgan Chase Bank, N.A. June 2015 - Present
JP Morgan Chase Bank, N.A. December 2010 - June 2015
BBVA Compass July 2009 - December 2010
Wells Fargo February 2007 - August 2008
Skills
Setting up Trust..., Setting up and..., Banking, Mortgage, Microsoft Office, Customer Service, Sales, Strategic Planning, Microsoft Excel, Sales Management, Team Building, Retail, Conflict Resolution, Public Speaking, Financial Services, Leadership Development, Leadership, Mortgage Lending, Retail Banking, Credit, Finance, Financial Analysis, Loans, Consumer Lending, Mortgage Banking, Management, Process Improvement
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2018
Master of Business Administration (M.B.A.), Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2016
Certificate in Financial Planning, Financial Planning and Services
University of Arizona 2004 — 2009
Bachelor's Degree, Applied Communication, Political Science
Dan Weeks Dan Weeks's Wells Fargo Experience September 1993 - March 2013
Job Vice President at Union Bank
Industry Financial Services
Experience
Union Bank December 2013 - Present
Wells Fargo Home Mortgage April 2013 - December 2013
Wells Fargo September 1993 - March 2013
Skills
Banking, Mortgage Lending, Sales Management, Cross Selling, Credit, Refinance, Relationship Management, Sales, Branch Banking, Mortgage Banking, Consumer Lending, Loan Origination, Loans, Lines Of Credit, Small Business Lending, Residential Mortgages, Credit Analysis, Commercial Lending, Retail Banking, Commercial Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2005
Master's degree, Business Administration and Management, General
UCLA 1986 — 1991
Bachelor's degree, Economics and Histroy
Union Bank December 2013 - Present
Wells Fargo Home Mortgage April 2013 - December 2013
Wells Fargo September 1993 - March 2013
Skills
Banking, Mortgage Lending, Sales Management, Cross Selling, Credit, Refinance, Relationship Management, Sales, Branch Banking, Mortgage Banking, Consumer Lending, Loan Origination, Loans, Lines Of Credit, Small Business Lending, Residential Mortgages, Credit Analysis, Commercial Lending, Retail Banking, Commercial Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2005
Master's degree, Business Administration and Management, General
UCLA 1986 — 1991
Bachelor's degree, Economics and Histroy
Ashley Rice Ashley Rice's Wells Fargo Experience December 2011 - February 2014
Job Registered Client Service Associate at Wells Fargo Advisors, LLC, Westlake Private Wealth Management
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, Westlake Private Wealth Management February 2014 - Present
Wells Fargo December 2011 - February 2014
Education
Pepperdine University 2008 — 2012
Communication
Wells Fargo Advisors Financial Network, LLC, Westlake Private Wealth Management February 2014 - Present
Wells Fargo December 2011 - February 2014
Education
Pepperdine University 2008 — 2012
Communication
Michael Zamudio Michael Zamudio's Wells Fargo Experience November 2006 - August 2007
Job Attorney
Industry Law Practice
Experience
Prospect Mortgage, LLC June 2014 - Present
Pepperdine University 2014 - 2014
California Department of Corporations 2013 - 2013
B Revolution Consulting 2012 - 2012
Landau Gottfried & Berger LLP 2011 - 2011
Wells Fargo Advisors January 2008 - December 2010
Wells Fargo November 2006 - August 2007
Skills
Legal Writing, Research, Corporate Governance, Legal Research, Investments, Mortgage Lending, Mortgage Banking, Financial Markets, Corporate Law, Civil Litigation, Microsoft Office, Public Speaking, Westlaw, Courts
Education
Pepperdine University School of Law 2010 — 2013
Juris Doctor
University of California, Santa Barbara 2004 — 2006
Bachelor of Arts (BA), Business Economics
Prospect Mortgage, LLC June 2014 - Present
Pepperdine University 2014 - 2014
California Department of Corporations 2013 - 2013
B Revolution Consulting 2012 - 2012
Landau Gottfried & Berger LLP 2011 - 2011
Wells Fargo Advisors January 2008 - December 2010
Wells Fargo November 2006 - August 2007
Skills
Legal Writing, Research, Corporate Governance, Legal Research, Investments, Mortgage Lending, Mortgage Banking, Financial Markets, Corporate Law, Civil Litigation, Microsoft Office, Public Speaking, Westlaw, Courts
Education
Pepperdine University School of Law 2010 — 2013
Juris Doctor
University of California, Santa Barbara 2004 — 2006
Bachelor of Arts (BA), Business Economics
Anthony LaMarca Anthony LaMarca's Wells Fargo Experience October 2014 - Present
Job Graduate Assistant at Pfeiffer University at Charlotte
Industry Law Enforcement
Experience
Wells Fargo October 2014 - Present
Pfeiffer University at Charlotte September 2014 - Present
Harlem Public July 2012 - June 2014
Western District of North Carolina Probation & Pre-Trial Services May 2011 - August 2011
Skills
Customer Service, Criminal Justice, Investigation, Internet Explorer, Outlook, Forensic Accounting, Leadership, Microsoft Office, Microsoft Excel, Google Chrome, Google Docs, QuickBooks, Fraud Detection, Team Building, Accounting, Auditing, Firefox, Apple Safari, Gmail, Yahoo, Google+, Aloha, Internal Controls, Managerial, Mobile Devices, Management
Education
Pfeiffer University 2014 — 2016
Master's Degree, Financial Forensics and Fraud Investigation, 3.9
Pfeiffer University 2007 — 2012
Bachelor of Science, Criminal Justice; Financial Fraud Examination, 3.0
Wells Fargo October 2014 - Present
Pfeiffer University at Charlotte September 2014 - Present
Harlem Public July 2012 - June 2014
Western District of North Carolina Probation & Pre-Trial Services May 2011 - August 2011
Skills
Customer Service, Criminal Justice, Investigation, Internet Explorer, Outlook, Forensic Accounting, Leadership, Microsoft Office, Microsoft Excel, Google Chrome, Google Docs, QuickBooks, Fraud Detection, Team Building, Accounting, Auditing, Firefox, Apple Safari, Gmail, Yahoo, Google+, Aloha, Internal Controls, Managerial, Mobile Devices, Management
Education
Pfeiffer University 2014 — 2016
Master's Degree, Financial Forensics and Fraud Investigation, 3.9
Pfeiffer University 2007 — 2012
Bachelor of Science, Criminal Justice; Financial Fraud Examination, 3.0
Indra Patel Indra Patel's Wells Fargo Experience January 2003 - June 2007
Job Partner at Angel Sky Productions
Industry Executive Office
Experience
Angel Sky Productions August 2015 - Present
Synergy Workspaces May 2015 - Present
Body Details July 2014 - Present
Keller Williams Miami Shores September 2012 - Present
Indra 1997 - Present
Vacation Village Resorts September 2013 - September 2014
Ame Mi August 2007 - September 2010
Wells Fargo January 2003 - June 2007
Pepperdine University January 2005 - January 2007
GC January 2001 - January 2002
Skills
Marketing, Sales Management, Real Estate, Training, Social Networking, Sales, Social Media Marketing, SEO, Social Media, Film, Advertising, Entertainment, Event Planning, Merchandising, Marketing Strategy, Online Marketing, Public Relations, Entrepreneurship, Photoshop, Investments, Customer Service, Public Speaking, Management, Film Production, Strategic Planning, Negotiation, Video Production, Microsoft Office, Business Development, Event Management, Creative Writing, Online Advertising, Retail, Music, Music Production, Singer-songwriter, Film Actor, Musicians, Motivational Speaking, Leadership, Television, Video, Team Building, Blogging, Writing, Editing, Live Visuals, Corporate Events, DJ
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2006
bachelors of science in managrment, Business Management
UAA UNC UCD SFCC UNM CSUSB UCLA
Degree in Life
Angel Sky Productions August 2015 - Present
Synergy Workspaces May 2015 - Present
Body Details July 2014 - Present
Keller Williams Miami Shores September 2012 - Present
Indra 1997 - Present
Vacation Village Resorts September 2013 - September 2014
Ame Mi August 2007 - September 2010
Wells Fargo January 2003 - June 2007
Pepperdine University January 2005 - January 2007
GC January 2001 - January 2002
Skills
Marketing, Sales Management, Real Estate, Training, Social Networking, Sales, Social Media Marketing, SEO, Social Media, Film, Advertising, Entertainment, Event Planning, Merchandising, Marketing Strategy, Online Marketing, Public Relations, Entrepreneurship, Photoshop, Investments, Customer Service, Public Speaking, Management, Film Production, Strategic Planning, Negotiation, Video Production, Microsoft Office, Business Development, Event Management, Creative Writing, Online Advertising, Retail, Music, Music Production, Singer-songwriter, Film Actor, Musicians, Motivational Speaking, Leadership, Television, Video, Team Building, Blogging, Writing, Editing, Live Visuals, Corporate Events, DJ
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2006
bachelors of science in managrment, Business Management
UAA UNC UCD SFCC UNM CSUSB UCLA
Degree in Life
Anthony Evans's Wells Fargo Experience May 2013 - December 2013
Job Director of Operations at Luther Burbank Savings
Industry Banking
Experience
Wells Fargo May 2013 - December 2013
Q Consulting September 2012 - May 2013
Grandpoint Bank August 2007 - August 2012
Citizens Business Bank 2006 - 2007
BNY Mellon 2005 - 2006
Community Bank 1999 - 2005
Bank of the West 1996 - 1999
Manufacturers Bank 1993 - 1995
Security Pacific National Bank 1975 - 1992
Skills
Risk Management, Vendor Management, Bank Mergers, Project Management, Acquisition Integration, Executive Management, Team Leadership, Leadership Development, Commercial Banking, Technology Management, Loan Operations, Business Process..., Strategic Planning, Mentoring, Recruiting, Facilities Management, Operations Management, Change Management, Cross-functional Team..., Loans, Senior Executive..., Experienced Change Agent, Operational Streamlining, Commercial Lending, Portfolio Management, Cash Management, Small Business Lending, Banking, Credit, Mortgage Lending, Credit Analysis, Treasury Management, Process Improvement, Leadership, Asset Based Lending, Strategy, Consumer Lending, Financial Risk, Training, Management, Team Building, Due Diligence, Underwriting, Program Management, Lines Of Credit, Commercial Mortgages, Loan Origination, Enterprise Risk..., Financial Analysis, Credit Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1985 — 1987
MBA, Business Administration
Pepperdine University, The George L. Graziadio School of Business and Management 1981 — 1983
BSM, Management
Wells Fargo May 2013 - December 2013
Q Consulting September 2012 - May 2013
Grandpoint Bank August 2007 - August 2012
Citizens Business Bank 2006 - 2007
BNY Mellon 2005 - 2006
Community Bank 1999 - 2005
Bank of the West 1996 - 1999
Manufacturers Bank 1993 - 1995
Security Pacific National Bank 1975 - 1992
Skills
Risk Management, Vendor Management, Bank Mergers, Project Management, Acquisition Integration, Executive Management, Team Leadership, Leadership Development, Commercial Banking, Technology Management, Loan Operations, Business Process..., Strategic Planning, Mentoring, Recruiting, Facilities Management, Operations Management, Change Management, Cross-functional Team..., Loans, Senior Executive..., Experienced Change Agent, Operational Streamlining, Commercial Lending, Portfolio Management, Cash Management, Small Business Lending, Banking, Credit, Mortgage Lending, Credit Analysis, Treasury Management, Process Improvement, Leadership, Asset Based Lending, Strategy, Consumer Lending, Financial Risk, Training, Management, Team Building, Due Diligence, Underwriting, Program Management, Lines Of Credit, Commercial Mortgages, Loan Origination, Enterprise Risk..., Financial Analysis, Credit Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1985 — 1987
MBA, Business Administration
Pepperdine University, The George L. Graziadio School of Business and Management 1981 — 1983
BSM, Management
Jean Blakeley-Cook Jean Blakeley-Cook's Wells Fargo Experience September 2011 - Present
Job Compliance Consultant, Wells Fargo Corporation
Industry Financial Services
Experience
Wells Fargo September 2011 - Present
Wells Fargo Home Mortgage September 2011 - December 2012
CU Mortgage Services, Inc. 2009 - 2011
Skills
Strategic Planning, Project Management, Team Building, Leadership, Finance, Microsoft Office, Budgets, Microsoft Excel, Sales, Coaching, Public Speaking, Customer Service, Team Leadership, Microsoft Word, PowerPoint, Event Planning, Internal Communications, Social Media, Public Relations, Fundraising, Strategic Communications, Real Estate, Banking Compliance, Legal Compliance, Regulatory Compliance
Education
Peru State College 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Peru State College
Wells Fargo September 2011 - Present
Wells Fargo Home Mortgage September 2011 - December 2012
CU Mortgage Services, Inc. 2009 - 2011
Skills
Strategic Planning, Project Management, Team Building, Leadership, Finance, Microsoft Office, Budgets, Microsoft Excel, Sales, Coaching, Public Speaking, Customer Service, Team Leadership, Microsoft Word, PowerPoint, Event Planning, Internal Communications, Social Media, Public Relations, Fundraising, Strategic Communications, Real Estate, Banking Compliance, Legal Compliance, Regulatory Compliance
Education
Peru State College 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Peru State College
Thomas Benedict Thomas Benedict's Wells Fargo Experience June 2015 - Present
Job VP, Financial Crimes Mgr., AntiBribery & Corruption Wholesale Risk and Compliance at Wells Fargo
Industry Legal Services
Experience
Wells Fargo June 2015 - Present
White & Case LLP November 2013 - June 2015
White & Case LLP December 2012 - October 2013
White & Case LLP February 2003 - November 2012
Skills
Anti-Bribery &..., Internal Investigation..., Risk Assessment &..., Foreign Corrupt..., U.K. Bribery Act, Anti-Money Laundering, Fraud Detection &..., Unfair Competition
Education
Pepperdine University School of Law 1996 — 1999
J.D.
Wells Fargo June 2015 - Present
White & Case LLP November 2013 - June 2015
White & Case LLP December 2012 - October 2013
White & Case LLP February 2003 - November 2012
Skills
Anti-Bribery &..., Internal Investigation..., Risk Assessment &..., Foreign Corrupt..., U.K. Bribery Act, Anti-Money Laundering, Fraud Detection &..., Unfair Competition
Education
Pepperdine University School of Law 1996 — 1999
J.D.
Joanne Euler Joanne Euler's Wells Fargo Experience January 2011 - December 2011
Job ESL/English Teacher, Project/Program Management
Industry Higher Education
Experience
American English College January 2014 - Present
University of the West January 2013 - Present
Independent Business Consulting December 2008 - Present
Wells Fargo January 2011 - December 2011
Robey Theatre Company March 2009 - July 2009
Vedanta Archives November 1998 - November 2008
RE•Source Knowledge Systems October 1997 - October 1998
Nomura Real Estate U.S.A. May 1990 - September 1997
CIC Committee for International Contact July 1988 - December 1989
Skills
Program Management, Project Management, Grant Writing, Nonprofits, Non-profits, Editing, Fundraising, Operations Management, Marketing, Business, Databases, Product Development, Volunteer Management, Training, Job Scheduling, Budgets, Staff Supervision, Leadership, Management, Event Management, Project Planning, Teaching, Team Building, Leadership Development, Business English, Teaching English as a..., English language skills, English, ESL, Research
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1995 — 1997
MBA, Business Management
Pomona College 1984 — 1988
BA, Philosophy
American English College January 2014 - Present
University of the West January 2013 - Present
Independent Business Consulting December 2008 - Present
Wells Fargo January 2011 - December 2011
Robey Theatre Company March 2009 - July 2009
Vedanta Archives November 1998 - November 2008
RE•Source Knowledge Systems October 1997 - October 1998
Nomura Real Estate U.S.A. May 1990 - September 1997
CIC Committee for International Contact July 1988 - December 1989
Skills
Program Management, Project Management, Grant Writing, Nonprofits, Non-profits, Editing, Fundraising, Operations Management, Marketing, Business, Databases, Product Development, Volunteer Management, Training, Job Scheduling, Budgets, Staff Supervision, Leadership, Management, Event Management, Project Planning, Teaching, Team Building, Leadership Development, Business English, Teaching English as a..., English language skills, English, ESL, Research
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1995 — 1997
MBA, Business Management
Pomona College 1984 — 1988
BA, Philosophy
Clark Heist Clark Heist's Wells Fargo Experience 2012 - 2014
Job Senior Program and Project Manager
Industry Internet
Experience
Samsung, Next Experience Display Lab 2015 - Present
Wells Fargo 2012 - 2014
N2 Media, Inc. 2009 - 2012
Nacio Systems 2007 - 2009
Nacio Systems 2005 - 2007
Zoomedia 2002 - 2005
Cymbic Interactive 2000 - 2002
Autodesk 1994 - 1999
Skills
Project Management, Information Architecture, User Experience, Digital Marketing, Digital Media, Google Analytics, Marketing Communications, Web Design, Content Strategy, Web Development, Adobe Creative Suite, SEM, Graphic Design, Creative Direction, CMS, Online Marketing, Brand Development, Flash, Marketing Strategy, PowerPoint, Copywriting, 3D Studio Max, Photoshop, SharePoint, Social Media Marketing, Microsoft Word, Microsoft Excel, Dreamweaver, Illustrator, New Business Development, Motion Graphics, After Effects, InDesign, Animation, Creative Services, HTML, CSS, Visio, Google Adwords, SEO copywriting, Proposal Writing, Writing, Storyboarding, Video Production, MS Project, Mobile Application..., User Interface Design, Integrated Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA, Marketing
The School of the Art Institute of Chicago
BFA, Visual Design
Samsung, Next Experience Display Lab 2015 - Present
Wells Fargo 2012 - 2014
N2 Media, Inc. 2009 - 2012
Nacio Systems 2007 - 2009
Nacio Systems 2005 - 2007
Zoomedia 2002 - 2005
Cymbic Interactive 2000 - 2002
Autodesk 1994 - 1999
Skills
Project Management, Information Architecture, User Experience, Digital Marketing, Digital Media, Google Analytics, Marketing Communications, Web Design, Content Strategy, Web Development, Adobe Creative Suite, SEM, Graphic Design, Creative Direction, CMS, Online Marketing, Brand Development, Flash, Marketing Strategy, PowerPoint, Copywriting, 3D Studio Max, Photoshop, SharePoint, Social Media Marketing, Microsoft Word, Microsoft Excel, Dreamweaver, Illustrator, New Business Development, Motion Graphics, After Effects, InDesign, Animation, Creative Services, HTML, CSS, Visio, Google Adwords, SEO copywriting, Proposal Writing, Writing, Storyboarding, Video Production, MS Project, Mobile Application..., User Interface Design, Integrated Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA, Marketing
The School of the Art Institute of Chicago
BFA, Visual Design
Susan Leach Susan Leach's Wells Fargo Experience 2004 - 2007
Job Enterprise Change Management Program Manager at Cisco
Industry Computer Networking
Experience
Cisco August 2014 - Present
Cisco Systems November 2010 - Present
Cisco Systems March 2007 - November 2010
Wells Fargo 2004 - 2007
Kaier Permanente 1993 - 2004
Skills
Program Management, Change Management, Cross-functional Team..., Project Management, Process Improvement, Strategic Planning, Organizational..., Team Building, Captivate, Management Consulting, CRM, Team Leadership, Business Process, Leadership, Strategy
Education
Pepperdine University
BA, Advertising/Art
Cisco August 2014 - Present
Cisco Systems November 2010 - Present
Cisco Systems March 2007 - November 2010
Wells Fargo 2004 - 2007
Kaier Permanente 1993 - 2004
Skills
Program Management, Change Management, Cross-functional Team..., Project Management, Process Improvement, Strategic Planning, Organizational..., Team Building, Captivate, Management Consulting, CRM, Team Leadership, Business Process, Leadership, Strategy
Education
Pepperdine University
BA, Advertising/Art
William Espey, CFA William Espey, CFA's Wells Fargo Experience June 1992 - December 1997
Job Experienced private banking professional
Industry Investment Management
Experience
Union Bank September 2013 - March 2015
Berkeley Repertory Theatre 2005 - September 2014
Mechanics Bank July 2010 - September 2013
First Republic Wealth Advisors May 2007 - March 2009
Citi January 1998 - March 2007
Wells Fargo June 1992 - December 1997
National Westminster Bank 1988 - 1992
First Interstate Bank September 1981 - January 1988
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Private Banking, Asset Managment, Alternative Investments, Investment Management, Investment Strategies, Banking, Credit, Wealth Management..., Financial Services, Estate Planning, Finance, Securities, Risk Management, Commercial Banking, Asset Management
Education
Pepperdine University 1981 — 1983
MBA, Business Management
Union Bank September 2013 - March 2015
Berkeley Repertory Theatre 2005 - September 2014
Mechanics Bank July 2010 - September 2013
First Republic Wealth Advisors May 2007 - March 2009
Citi January 1998 - March 2007
Wells Fargo June 1992 - December 1997
National Westminster Bank 1988 - 1992
First Interstate Bank September 1981 - January 1988
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Private Banking, Asset Managment, Alternative Investments, Investment Management, Investment Strategies, Banking, Credit, Wealth Management..., Financial Services, Estate Planning, Finance, Securities, Risk Management, Commercial Banking, Asset Management
Education
Pepperdine University 1981 — 1983
MBA, Business Management
Karen Nishikawa's Wells Fargo Experience 2002 - 2005
Job
Industry Program Development
Experience
Wells Fargo 2002 - 2005
CyberSource 2000 - 2002
ICTV, Inc 1998 - 2000
NEC Technologies 1995 - 1998
Graff Advertising, Inc. 1992 - 1995
Skills
Strategy, Product Management, Banking, Financial Services, Start-ups, E-commerce, Multi-channel Marketing, Project Management, Vendor Management, Risk Management, Business Analysis, Product Marketing, Marketing Strategy, SDLC, SaaS, Sales Management, Analytics, Business Strategy, Business Process..., Credit, Management, Business Intelligence, Payment Card Processing, Sales, Business Development, Portfolio Management, Credit Cards, Software Project..., Electronic Payments, Payment Systems, Loans, Team Building, Strategic Partnerships, Marketing, Cross-functional Team..., Strategic Planning, New Business Development, Leadership, Process Improvement, CRM, Payments, Cash Management, Program Management, Commercial Banking, Treasury Management, Relationship Management, Account Management, Financial Analysis, Business Requirements, Salesforce.com
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2001
MBA, Executive Management
University of California, Riverside 1988 — 1992
BA, Marketing
LACES
Wells Fargo 2002 - 2005
CyberSource 2000 - 2002
ICTV, Inc 1998 - 2000
NEC Technologies 1995 - 1998
Graff Advertising, Inc. 1992 - 1995
Skills
Strategy, Product Management, Banking, Financial Services, Start-ups, E-commerce, Multi-channel Marketing, Project Management, Vendor Management, Risk Management, Business Analysis, Product Marketing, Marketing Strategy, SDLC, SaaS, Sales Management, Analytics, Business Strategy, Business Process..., Credit, Management, Business Intelligence, Payment Card Processing, Sales, Business Development, Portfolio Management, Credit Cards, Software Project..., Electronic Payments, Payment Systems, Loans, Team Building, Strategic Partnerships, Marketing, Cross-functional Team..., Strategic Planning, New Business Development, Leadership, Process Improvement, CRM, Payments, Cash Management, Program Management, Commercial Banking, Treasury Management, Relationship Management, Account Management, Financial Analysis, Business Requirements, Salesforce.com
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2001
MBA, Executive Management
University of California, Riverside 1988 — 1992
BA, Marketing
LACES
Brian Treu's Wells Fargo Experience November 2008 - September 2009
Job Senior Director, Customer Delivery Executive at Silver Spring Networks
Industry Information Technology and Services
Experience
Silver Spring Networks January 2015 - Present
Intuit September 2012 - December 2014
Intuit September 2009 - September 2012
Wells Fargo November 2008 - September 2009
Washington Mutual April 2007 - November 2008
Visa March 1998 - March 2007
Franklin Templeton June 1994 - February 1998
Skills
Business Intelligence, Program Management, Data Management, Cross-functional Team..., Data Warehousing, Analytics, Business Process..., Product Management, Business Analysis, Integration, CRM, Enterprise Software, SDLC, Marketing, Vendor Management, Business Process, Software Development, Outsourcing, Analysis, Software Project..., ERP, Product Development, Leadership, Management, Strategic Planning, Change Management, Agile Methodologies, Requirements Analysis, PMP, Project Management, Training, Project Portfolio..., IT Strategy, Process Improvement, SaaS, Team Leadership, Agile Project Management, ETL, Enterprise Architecture, Information Technology, PMO, Cloud Computing, Start-ups, E-commerce, IT Management, Sales Operations, Visio, Professional Services, Strategy, Consulting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2002
Master of Science in Technology Management, Technology Solutions Management
University of San Diego 1990 — 1994
Bachelor of Business Administration, Marketing
Burlingame High School
Silver Spring Networks January 2015 - Present
Intuit September 2012 - December 2014
Intuit September 2009 - September 2012
Wells Fargo November 2008 - September 2009
Washington Mutual April 2007 - November 2008
Visa March 1998 - March 2007
Franklin Templeton June 1994 - February 1998
Skills
Business Intelligence, Program Management, Data Management, Cross-functional Team..., Data Warehousing, Analytics, Business Process..., Product Management, Business Analysis, Integration, CRM, Enterprise Software, SDLC, Marketing, Vendor Management, Business Process, Software Development, Outsourcing, Analysis, Software Project..., ERP, Product Development, Leadership, Management, Strategic Planning, Change Management, Agile Methodologies, Requirements Analysis, PMP, Project Management, Training, Project Portfolio..., IT Strategy, Process Improvement, SaaS, Team Leadership, Agile Project Management, ETL, Enterprise Architecture, Information Technology, PMO, Cloud Computing, Start-ups, E-commerce, IT Management, Sales Operations, Visio, Professional Services, Strategy, Consulting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2002
Master of Science in Technology Management, Technology Solutions Management
University of San Diego 1990 — 1994
Bachelor of Business Administration, Marketing
Burlingame High School
Kedar Rajmachikar's Wells Fargo Experience May 2005 - Present
Job Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2005 - Present
State Farm 2015 - 2015
State Farm 2015 - 2015
State Farm 2015 - 2015
State Farm 2015 - 2015
Skills
MS Project, SharePoint, Project Management, Integration, Analysis, Banking, Leadership, Microsoft Excel, PowerPoint, Management, Microsoft Office, Training, Business Analysis, Process Improvement, Risk Management, Microsoft Project
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
Karnatak High School
Wells Fargo May 2005 - Present
State Farm 2015 - 2015
State Farm 2015 - 2015
State Farm 2015 - 2015
State Farm 2015 - 2015
Skills
MS Project, SharePoint, Project Management, Integration, Analysis, Banking, Leadership, Microsoft Excel, PowerPoint, Management, Microsoft Office, Training, Business Analysis, Process Improvement, Risk Management, Microsoft Project
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
Karnatak High School
Daryl Mars's Wells Fargo Experience July 1995 - Present
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo July 1995 - Present
Wells Fargo Bank July 1995 - September 2005
Skills
Banking, Credit, Portfolio Management, Relationship Management, Asset Managment, CRM, Strategic Financial..., Mortgage Lending, Risk Management, Wealth Management, Commercial Banking, Commercial Lending, Loans, Financial Analysis, Credit Analysis, Finance, Small Business Lending, Private Banking, Lines Of Credit, Equities, Cash Management, Commercial Mortgages, Mortgage Banking, Mutual Funds, Management, Retail Banking, Consumer Lending, Series 7, Financial Services, Asset Management, Residential Mortgages, Sales, Mergers & Acquisitions, Underwriting, Investments, Treasury Management, Loan Origination, Executive Management, Wealth Management..., Financial Modeling, Series 63, Cross Selling, Retirement Planning, Securities, Investment Advisory, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
MBA, Business Administration, Management and Operations
Wells Fargo July 1995 - Present
Wells Fargo Bank July 1995 - September 2005
Skills
Banking, Credit, Portfolio Management, Relationship Management, Asset Managment, CRM, Strategic Financial..., Mortgage Lending, Risk Management, Wealth Management, Commercial Banking, Commercial Lending, Loans, Financial Analysis, Credit Analysis, Finance, Small Business Lending, Private Banking, Lines Of Credit, Equities, Cash Management, Commercial Mortgages, Mortgage Banking, Mutual Funds, Management, Retail Banking, Consumer Lending, Series 7, Financial Services, Asset Management, Residential Mortgages, Sales, Mergers & Acquisitions, Underwriting, Investments, Treasury Management, Loan Origination, Executive Management, Wealth Management..., Financial Modeling, Series 63, Cross Selling, Retirement Planning, Securities, Investment Advisory, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
MBA, Business Administration, Management and Operations
Alan Kizor's Wells Fargo Experience 1980 - 1995
Job Managing Partner at Alan (K)izor & Partners Consulting, LLC
Industry Financial Services
Experience
ALAN (K)IZOR & PARTNERS CONSULTING, LLC June 2009 - Present
Union Bank October 2004 - December 2008
Merrill Lynch September 1997 - March 2002
Barclays Global Investors 1995 - 1997
Wells Fargo 1980 - 1995
Skills
Business Strategy, Financial Services, Investments, Mutual Funds, Product Development, Product Management, Sales Management, Retirement, Banking, Equities, Leadership, Mergers & Acquisitions, Entrepreneurship, Strategic Planning, Start-ups, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, International Business
University of Colorado Boulder
BA
ALAN (K)IZOR & PARTNERS CONSULTING, LLC June 2009 - Present
Union Bank October 2004 - December 2008
Merrill Lynch September 1997 - March 2002
Barclays Global Investors 1995 - 1997
Wells Fargo 1980 - 1995
Skills
Business Strategy, Financial Services, Investments, Mutual Funds, Product Development, Product Management, Sales Management, Retirement, Banking, Equities, Leadership, Mergers & Acquisitions, Entrepreneurship, Strategic Planning, Start-ups, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, International Business
University of Colorado Boulder
BA
Stacey McCune's Wells Fargo Experience 2006 - Present
Job PM at Bank
Industry Banking
Experience
Bank December 2006 - Present
Wells Fargo 2006 - Present
Skills
PMO, Banking, Management Consulting, Business Analysis, Software Project..., PMP, Risk Management, SDLC, Project Management, Project Portfolio..., Management
Education
Peru State College 2001 — 2006
Bachelor of Science (B.S.), Business Administration, Management and Operations
Bank December 2006 - Present
Wells Fargo 2006 - Present
Skills
PMO, Banking, Management Consulting, Business Analysis, Software Project..., PMP, Risk Management, SDLC, Project Management, Project Portfolio..., Management
Education
Peru State College 2001 — 2006
Bachelor of Science (B.S.), Business Administration, Management and Operations
Denise McCoy's Wells Fargo Experience November 1993 - Present
Job Compliance Consultant, CRCM at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 1993 - Present
Wachovia, A Wells Fargo Company November 1993 - May 2009
Skills
Loans, Credit, Mortgage Lending, Training, Financial Services, Leadership, Management, Project Management, Underwriting, Internal Audit, FHA, Sales, Marketing, Real Estate, Policy, Executive Management, Banking, Risk Management, Mortgage Banking, Loan Origination, Credit Risk
Education
Pfeiffer University 2002 — 2006
BS, Business Administration
Wells Fargo November 1993 - Present
Wachovia, A Wells Fargo Company November 1993 - May 2009
Skills
Loans, Credit, Mortgage Lending, Training, Financial Services, Leadership, Management, Project Management, Underwriting, Internal Audit, FHA, Sales, Marketing, Real Estate, Policy, Executive Management, Banking, Risk Management, Mortgage Banking, Loan Origination, Credit Risk
Education
Pfeiffer University 2002 — 2006
BS, Business Administration
April Zee's Wells Fargo Experience January 2000 - August 2013
Job Associate Director, Wealth Planning
Industry Financial Services
Experience
DA Davidson March 2015 - Present
Union Bank August 2013 - February 2015
Wells Fargo January 2000 - August 2013
Child Guidance Center January 1998 - January 2000
Skills
Asset Allocation, Asset Management, Banking, Commercial Lending, Credit, Estate Planning, Financial Advisory, Financial Services, Insurance, Investment Advisory, Investment Strategies, Investments, Loans, Mortgage Lending, Mutual Funds, Portfolio Management, Private Banking, Relationship Management, Retirement, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Wealth, Wealth Management, Wealth Management...
Education
Ryokan 1999 — 2001
Psy.D., Psychology
Pepperdine University 1996 — 1998
M.S., Psychology
University of California, San Diego 1992 — 1995
BA, Psychology
DA Davidson March 2015 - Present
Union Bank August 2013 - February 2015
Wells Fargo January 2000 - August 2013
Child Guidance Center January 1998 - January 2000
Skills
Asset Allocation, Asset Management, Banking, Commercial Lending, Credit, Estate Planning, Financial Advisory, Financial Services, Insurance, Investment Advisory, Investment Strategies, Investments, Loans, Mortgage Lending, Mutual Funds, Portfolio Management, Private Banking, Relationship Management, Retirement, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Wealth, Wealth Management, Wealth Management...
Education
Ryokan 1999 — 2001
Psy.D., Psychology
Pepperdine University 1996 — 1998
M.S., Psychology
University of California, San Diego 1992 — 1995
BA, Psychology
Dr. Sue Frixione's Wells Fargo Experience September 1996 - September 2009
Job Psychologist and Business Consultant
Industry Hospital & Health Care
Experience
Dr. Sue Frixione, Psy.D. September 2011 - Present
Wells Fargo September 1996 - September 2009
Education
Pepperdine University 1982 — 1991
MA & Psy.D.
Dr. Sue Frixione, Psy.D. September 2011 - Present
Wells Fargo September 1996 - September 2009
Education
Pepperdine University 1982 — 1991
MA & Psy.D.
Azella Metzger's Wells Fargo Experience August 2014 - Present
Job Project Manager at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo August 2014 - Present
Quality Nursing Service June 2009 - Present
Freelance 2003 - Present
Plum District December 2010 - January 2012
Ignition Mortgage Technology Systems (a Freddie Mac subsidiary) 1999 - November 2003
Tuttle Decision Systems 1999 - 2002
Clarus Corporation (formerly SQL Financials) January 1998 - April 1999
Geac (formerly Dun & Bradstreet Software) May 1996 - April 1999
Dun & Bradstreet Software June 1995 - May 1996
Dun & Bradstreet Software September 1994 - June 1995
Skills
Marketing Communications, Marketing, Project Management, Fundraising, Event Planning, Sales, Management, Online Advertising, Social Networking, Online Marketing, Newsletters, Social Media Marketing, Social Media, Email Marketing, Lead Generation, Leadership, Bookkeeping, Proposal Writing, QuickBooks, Salesforce.com, Nonprofits, Event Management, Public Relations, Account Management, Press Releases, Copywriting, Editing
Education
Pepperdine University 1987 — 1991
Bachelor of Arts (B.A.), Public Relations
Pepperdine University
Wells Fargo August 2014 - Present
Quality Nursing Service June 2009 - Present
Freelance 2003 - Present
Plum District December 2010 - January 2012
Ignition Mortgage Technology Systems (a Freddie Mac subsidiary) 1999 - November 2003
Tuttle Decision Systems 1999 - 2002
Clarus Corporation (formerly SQL Financials) January 1998 - April 1999
Geac (formerly Dun & Bradstreet Software) May 1996 - April 1999
Dun & Bradstreet Software June 1995 - May 1996
Dun & Bradstreet Software September 1994 - June 1995
Skills
Marketing Communications, Marketing, Project Management, Fundraising, Event Planning, Sales, Management, Online Advertising, Social Networking, Online Marketing, Newsletters, Social Media Marketing, Social Media, Email Marketing, Lead Generation, Leadership, Bookkeeping, Proposal Writing, QuickBooks, Salesforce.com, Nonprofits, Event Management, Public Relations, Account Management, Press Releases, Copywriting, Editing
Education
Pepperdine University 1987 — 1991
Bachelor of Arts (B.A.), Public Relations
Pepperdine University
Crystal Hefner's Wells Fargo Experience October 2014 - Present
Job Successful Energetic Health Coach | Fitness and Nutrition | Digital Marketing | Project Management
Industry Marketing and Advertising
Experience
Hefner Wellness October 2014 - Present
Wells Fargo October 2014 - Present
Bank of America August 1999 - September 2014
Skills
Digital Marketing, Direct Marketing, Process Improvement, Product Marketing, Customer Experience, Business Planning, Marketing Strategy, Leadership, Online Advertising
Education
Institute for Integrative Nutrition 2013 — 2014
Foods, Nutrition, and Wellness Studies, General
Pfeiffer University
Bachelor's Degree, Communication and Media Studies
Hefner Wellness October 2014 - Present
Wells Fargo October 2014 - Present
Bank of America August 1999 - September 2014
Skills
Digital Marketing, Direct Marketing, Process Improvement, Product Marketing, Customer Experience, Business Planning, Marketing Strategy, Leadership, Online Advertising
Education
Institute for Integrative Nutrition 2013 — 2014
Foods, Nutrition, and Wellness Studies, General
Pfeiffer University
Bachelor's Degree, Communication and Media Studies
Kirk Right, MBA's Wells Fargo Experience April 2012 - May 2012
Job 2nd VP; Product Management & Client Services at Allied Solutions LLC
Industry Financial Services
Experience
Allied Solutions LLC June 2014 - Present
JPMorgan Chase May 2012 - June 2014
Wells Fargo April 2012 - May 2012
Bank of America October 2009 - February 2012
Bank of America March 2009 - December 2009
Bank of America February 2008 - March 2009
Bank of America June 2006 - February 2008
Bank of America February 2003 - June 2006
Bank of America August 2000 - February 2003
First Union National Bank December 1999 - August 2000
Skills
Product Management, Product Marketing, Partner Relationship..., P&L Management, Direct Marketing, Membership Services, Online Marketing, Product Development, Insurance, Protection, Competitive Analysis, Mergers, Product Launch, Customer Experience, Vendor Relations, Financial Reporting, Financial Modeling, Budgeting, Variance Analysis, Forecasting, Cost Control, Budgets, Strategic Financial..., Financial Analysis, Banking, Leadership, Business Planning, Finance, Management, Strategic Planning, Mergers & Acquisitions, Sales, Project Management, Risk Management, Analytics, Retail Banking, Vendor Management, Relationship Management, Portfolio Management, Credit Cards, Cross-functional Team..., Financial Services, Financial Planning
Education
Pfeiffer University 2005 — 2007
MBA, Business
Slippery Rock University of Pennsylvania 1992 — 1996
BSBA, Accounting
Allied Solutions LLC June 2014 - Present
JPMorgan Chase May 2012 - June 2014
Wells Fargo April 2012 - May 2012
Bank of America October 2009 - February 2012
Bank of America March 2009 - December 2009
Bank of America February 2008 - March 2009
Bank of America June 2006 - February 2008
Bank of America February 2003 - June 2006
Bank of America August 2000 - February 2003
First Union National Bank December 1999 - August 2000
Skills
Product Management, Product Marketing, Partner Relationship..., P&L Management, Direct Marketing, Membership Services, Online Marketing, Product Development, Insurance, Protection, Competitive Analysis, Mergers, Product Launch, Customer Experience, Vendor Relations, Financial Reporting, Financial Modeling, Budgeting, Variance Analysis, Forecasting, Cost Control, Budgets, Strategic Financial..., Financial Analysis, Banking, Leadership, Business Planning, Finance, Management, Strategic Planning, Mergers & Acquisitions, Sales, Project Management, Risk Management, Analytics, Retail Banking, Vendor Management, Relationship Management, Portfolio Management, Credit Cards, Cross-functional Team..., Financial Services, Financial Planning
Education
Pfeiffer University 2005 — 2007
MBA, Business
Slippery Rock University of Pennsylvania 1992 — 1996
BSBA, Accounting
Diana Knox's Wells Fargo Experience October 2014 - Present
Job Business Initiatives Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo April 2012 - October 2014
Wells Fargo Bank July 2009 - July 2012
Wachovia January 2008 - April 2009
Wachovia July 2006 - December 2007
Wachovia February 2002 - July 2006
Wachovia September 2000 - February 2002
Bank of America September 1999 - September 2000
Charlotte-Mecklenburg Schools 1996 - 1997
Skills
Banking, Risk Management, Financial Services, Management, Business Analysis, Strategy, Finance, Leadership, Credit, Financial Analysis
Education
Vanderbilt University 2005 — 2007
Payments & Operations
Pfeiffer University 1985 — 1989
Bachelore of Science, Accounting
Wells Fargo October 2014 - Present
Wells Fargo April 2012 - October 2014
Wells Fargo Bank July 2009 - July 2012
Wachovia January 2008 - April 2009
Wachovia July 2006 - December 2007
Wachovia February 2002 - July 2006
Wachovia September 2000 - February 2002
Bank of America September 1999 - September 2000
Charlotte-Mecklenburg Schools 1996 - 1997
Skills
Banking, Risk Management, Financial Services, Management, Business Analysis, Strategy, Finance, Leadership, Credit, Financial Analysis
Education
Vanderbilt University 2005 — 2007
Payments & Operations
Pfeiffer University 1985 — 1989
Bachelore of Science, Accounting
Enzo Caminotti's Wells Fargo Experience 2000 - 2001
Job Operations Manager at Converse & Instructor at Ameritas College at Brandman University
Industry Retail
Experience
Converse (NIKE Inc) August 2012 - Present
Brandman University - Chapman University System September 2012 - Present
Converse (NIKE Inc) November 2011 - October 2012
H&M October 2008 - January 2012
H&M December 2007 - October 2008
H&M November 2005 - November 2007
Robinsons-May 2002 - 2004
Bloomberg 2000 - 2001
Wells Fargo 2000 - 2001
Wells Fargo 2000 - 2001
Skills
Leadership, Retail, Social Media, Team Building, Inventory Management, Microsoft Word, Coaching, Budgets, Operations Management, Strategic Planning, Microsoft Office, Customer Service, Leadership Development, Training, Management, Time Management, Team Leadership, Higher Education, Forecasting, Microsoft Excel, Contract Negotiation, Public Speaking, Project Management, Employee Training, Staff Development, Teamwork, Process Improvement, Research, Teaching, Analysis, Marketing, Organizational..., Recruiting
Education
Pepperdine University 2010 — 2015
Ed. D., Organizational Leadership
University of Phoenix 2002 — 2004
MBA, Business
Richard Stockton College of New Jersey 1996 — 1999
Bachelor of Science, International Business
Converse (NIKE Inc) August 2012 - Present
Brandman University - Chapman University System September 2012 - Present
Converse (NIKE Inc) November 2011 - October 2012
H&M October 2008 - January 2012
H&M December 2007 - October 2008
H&M November 2005 - November 2007
Robinsons-May 2002 - 2004
Bloomberg 2000 - 2001
Wells Fargo 2000 - 2001
Wells Fargo 2000 - 2001
Skills
Leadership, Retail, Social Media, Team Building, Inventory Management, Microsoft Word, Coaching, Budgets, Operations Management, Strategic Planning, Microsoft Office, Customer Service, Leadership Development, Training, Management, Time Management, Team Leadership, Higher Education, Forecasting, Microsoft Excel, Contract Negotiation, Public Speaking, Project Management, Employee Training, Staff Development, Teamwork, Process Improvement, Research, Teaching, Analysis, Marketing, Organizational..., Recruiting
Education
Pepperdine University 2010 — 2015
Ed. D., Organizational Leadership
University of Phoenix 2002 — 2004
MBA, Business
Richard Stockton College of New Jersey 1996 — 1999
Bachelor of Science, International Business
Carmen Johnson's Wells Fargo Experience February 2012 - Present
Job Learning Implementation Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2012 - Present
Wells Fargo July 2010 - December 2012
Wachovia Bank 2006 - 2009
Skills
Coaching, Management, Program Management, Leadership, Training, Team Building, Process Improvement, Event Management, Public Speaking, Community Outreach, Event Planning, Nonprofits, Leadership Development
Education
Pfeiffer University 2000 — 2005
MSL, Organizational Management & Leadership
Winston-Salem State University 1994 — 1998
BA, Communications
Wells Fargo February 2012 - Present
Wells Fargo July 2010 - December 2012
Wachovia Bank 2006 - 2009
Skills
Coaching, Management, Program Management, Leadership, Training, Team Building, Process Improvement, Event Management, Public Speaking, Community Outreach, Event Planning, Nonprofits, Leadership Development
Education
Pfeiffer University 2000 — 2005
MSL, Organizational Management & Leadership
Winston-Salem State University 1994 — 1998
BA, Communications
Fatou Gaye's Wells Fargo Experience December 2007 - June 2009
Job Senior Financial Analyst at TIAACREF
Industry Banking
Experience
TIAA-CREF July 2009 - February 2013
Wells Fargo December 2007 - June 2009
Carolinas Healthcare System May 2004 - October 2007
Carolinas Healthcare System October 2001 - April 2004
Skills
Essbase, Financial Analysis, Cash Management, Financial Modeling, Financial Reporting, General Ledger, Accounting, Finance, Forecasting, Financial Forecasting, Variance Analysis, Budgets, Process Improvement, Hyperion Planning, Smartview
Education
Pfeiffer University 2003 — 2006
MBA/MHA, Business Finance and Healthcare Management
Towson University 1996 — 1999
Bachelor, Finance
TIAA-CREF July 2009 - February 2013
Wells Fargo December 2007 - June 2009
Carolinas Healthcare System May 2004 - October 2007
Carolinas Healthcare System October 2001 - April 2004
Skills
Essbase, Financial Analysis, Cash Management, Financial Modeling, Financial Reporting, General Ledger, Accounting, Finance, Forecasting, Financial Forecasting, Variance Analysis, Budgets, Process Improvement, Hyperion Planning, Smartview
Education
Pfeiffer University 2003 — 2006
MBA/MHA, Business Finance and Healthcare Management
Towson University 1996 — 1999
Bachelor, Finance
Steve Glynn's Wells Fargo Experience 1996 - 1998
Job SENIOR EXECUTIVE, INTERNATIONAL BANKING
Industry Banking
Experience
Pepperdine University Graziadio School of Business and Management August 2014 - Present
Pepperdine University 2009 - Present
Coval Molecular Coatings, Inc. February 2013 - March 2014
East West Bank November 2010 - February 2013
City National Bank November 2002 - March 2011
Cognotec 1999 - 2002
Global Money Solutions 1997 - 1999
Wells Fargo 1996 - 1998
US Banccorp 1995 - 1996
Bank of America (Security Pacific National Bank) 1989 - 1995
Skills
Account Management, Credit Analysis, FX Options, Foreign Exchange, Leadership, Management, Marketing, Commercial Lending, Core Banking, Financial Analysis, Risk Management, Banking, Loans, Commercial Banking, Portfolio Management, Treasury Management, Trading, Interest Rate Risk..., Capital Markets
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2007
MBA, Strategy and International Business
University of San Diego 1984 — 1988
BBA, International Finance
Pepperdine University Graziadio School of Business and Management August 2014 - Present
Pepperdine University 2009 - Present
Coval Molecular Coatings, Inc. February 2013 - March 2014
East West Bank November 2010 - February 2013
City National Bank November 2002 - March 2011
Cognotec 1999 - 2002
Global Money Solutions 1997 - 1999
Wells Fargo 1996 - 1998
US Banccorp 1995 - 1996
Bank of America (Security Pacific National Bank) 1989 - 1995
Skills
Account Management, Credit Analysis, FX Options, Foreign Exchange, Leadership, Management, Marketing, Commercial Lending, Core Banking, Financial Analysis, Risk Management, Banking, Loans, Commercial Banking, Portfolio Management, Treasury Management, Trading, Interest Rate Risk..., Capital Markets
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2007
MBA, Strategy and International Business
University of San Diego 1984 — 1988
BBA, International Finance
Denise Novak's Wells Fargo Experience November 2006 - September 2007
Job Sr Quality Assurance Analyst at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group September 1990 - Present
Wells Fargo November 2006 - September 2007
Skills
Quality Center, Test Planning, Software Quality..., Test Cases, User Acceptance Testing, Manual Testing, Regression Testing, SoapUI, SQL, Agile Methodologies, Requirements Analysis, Software Documentation, SharePoint, Test Management, Business Requirements, System Testing, Testing, Test Strategy, Requirements Gathering, Quality Assurance, SDLC, Analysis, Databases, MS Project, Business Process, Business Analysis, Agile Testing, CICS, Defect Tracking, Defect Life Cycle, Resource Management, XML, Functional Requirements, Integration Testing, Microsoft SQL Server, JCL, Data Warehousing
Education
Peru State College 1985 — 1986
Principal Financial Group September 1990 - Present
Wells Fargo November 2006 - September 2007
Skills
Quality Center, Test Planning, Software Quality..., Test Cases, User Acceptance Testing, Manual Testing, Regression Testing, SoapUI, SQL, Agile Methodologies, Requirements Analysis, Software Documentation, SharePoint, Test Management, Business Requirements, System Testing, Testing, Test Strategy, Requirements Gathering, Quality Assurance, SDLC, Analysis, Databases, MS Project, Business Process, Business Analysis, Agile Testing, CICS, Defect Tracking, Defect Life Cycle, Resource Management, XML, Functional Requirements, Integration Testing, Microsoft SQL Server, JCL, Data Warehousing
Education
Peru State College 1985 — 1986
Denise Hemler's Wells Fargo Experience January 1991 - Present
Job Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 1991 - Present
Wachovia Bank 2004 - February 2012
Education
Pfeiffer University 1984 — 1988
High School 1982 — 1984
Catonsville High School
Wells Fargo January 1991 - Present
Wachovia Bank 2004 - February 2012
Education
Pfeiffer University 1984 — 1988
High School 1982 — 1984
Catonsville High School
Debbie Bangerter-Chow's Wells Fargo Experience January 1998 - January 1999
Job Finance Professional
Industry Defense & Space
Experience
Raytheon February 2009 - Present
THE IRVINE COMPANY July 2007 - September 2008
The Irvine Company July 2006 - July 2007
BOEING April 2005 - July 2006
Wells Fargo Bank January 1999 - January 2004
Wells Fargo January 1998 - January 1999
Skills
Management, Financial Analysis, Leadership, Sales, Budgets, Process Improvement, Customer Service, Banking, Analysis, Program Management
Education
Pepperdine University 2000 — 2002
MBA
CAL STATE UNIVERSITY LONG BEACH 1995 — 1998
Bachelor of Science, Finance
Raytheon February 2009 - Present
THE IRVINE COMPANY July 2007 - September 2008
The Irvine Company July 2006 - July 2007
BOEING April 2005 - July 2006
Wells Fargo Bank January 1999 - January 2004
Wells Fargo January 1998 - January 1999
Skills
Management, Financial Analysis, Leadership, Sales, Budgets, Process Improvement, Customer Service, Banking, Analysis, Program Management
Education
Pepperdine University 2000 — 2002
MBA
CAL STATE UNIVERSITY LONG BEACH 1995 — 1998
Bachelor of Science, Finance
Thanh Tannehill's Wells Fargo Experience October 2004 - October 2005
Job Sr. Financial Analyst at Raytheon
Industry Airlines/Aviation
Experience
Raytheon October 2010 - Present
Thales Avionics March 2008 - October 2010
The Boeing Company October 2005 - March 2008
Wells Fargo October 2004 - October 2005
Skills
Process Improvement, Forecasting, Financial Analysis, Risk Management, Analysis, Program Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Business Adminstration, Global Business
University of California, Irvine 1999 — 2003
BA, International Studies, History
Raytheon October 2010 - Present
Thales Avionics March 2008 - October 2010
The Boeing Company October 2005 - March 2008
Wells Fargo October 2004 - October 2005
Skills
Process Improvement, Forecasting, Financial Analysis, Risk Management, Analysis, Program Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Business Adminstration, Global Business
University of California, Irvine 1999 — 2003
BA, International Studies, History
Brandon Terrell's Wells Fargo Experience January 2015 - Present
Job HR Partner, Community Bank at Wells Fargo
Industry Human Resources
Experience
Wells Fargo January 2015 - Present
Wells Fargo May 2009 - Present
Wachovia Bank October 2007 - May 2009
Allstate Insurance August 2000 - October 2007
Skills
Human Resources, Succession Planning, Employee Relations, Talent Management, Coaching, HR Consulting, Strategic Planning, Talent Acquisition, Change Management, Recruiting, Leadership, Employee Engagement, Business Process, Training, Strategy, Deferred Compensation, Personnel Management
Education
Pfeiffer University 2005 — 2007
MSL, Organizational Change and Leadership
University of Nebraska at Omaha 1986 — 1988
BA, Political Science
Wells Fargo January 2015 - Present
Wells Fargo May 2009 - Present
Wachovia Bank October 2007 - May 2009
Allstate Insurance August 2000 - October 2007
Skills
Human Resources, Succession Planning, Employee Relations, Talent Management, Coaching, HR Consulting, Strategic Planning, Talent Acquisition, Change Management, Recruiting, Leadership, Employee Engagement, Business Process, Training, Strategy, Deferred Compensation, Personnel Management
Education
Pfeiffer University 2005 — 2007
MSL, Organizational Change and Leadership
University of Nebraska at Omaha 1986 — 1988
BA, Political Science
Mike Dalzell's Wells Fargo Experience December 2004 - November 2014
Job VANTAGE Recruiting Group, LLC
Industry Financial Services
Experience
VANTAGE Recruiting Group, LLC January 2015 - Present
Wells Fargo December 2004 - November 2014
Bank of America January 2001 - December 2004
JM Consuting Group June 1995 - November 2001
Skills
Investment Properties, Real Estate, Mortgage Lending, FHA, Mortgage Banking, Loan Origination, First Time Home Buyers, Refinance, Credit, Loans
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Finance, Strategy, Marketing, Economics
University of Arizona 1982 — 1987
BS, Finance
VANTAGE Recruiting Group, LLC January 2015 - Present
Wells Fargo December 2004 - November 2014
Bank of America January 2001 - December 2004
JM Consuting Group June 1995 - November 2001
Skills
Investment Properties, Real Estate, Mortgage Lending, FHA, Mortgage Banking, Loan Origination, First Time Home Buyers, Refinance, Credit, Loans
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Finance, Strategy, Marketing, Economics
University of Arizona 1982 — 1987
BS, Finance
Daniel Molino, CTP's Wells Fargo Experience December 2014 - Present
Job Treasury Management Sales Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2014 - Present
Wells Fargo February 2014 - December 2014
Wells Fargo December 2012 - December 2014
Wells Fargo December 2011 - January 2013
Bank of America April 2011 - December 2011
Bank of America October 2010 - April 2011
Wachovia 2006 - 2010
Skills
Commercial Lending, Commercial Banking, Banking, Small Business Lending, Credit, Loans, Credit Analysis, Underwriting, Consumer Lending, Mortgage Lending, Portfolio Management, Treasury Management
Education
Pfeiffer University 2001 — 2005
Bachelor of Science, Business Administration
Wells Fargo December 2014 - Present
Wells Fargo February 2014 - December 2014
Wells Fargo December 2012 - December 2014
Wells Fargo December 2011 - January 2013
Bank of America April 2011 - December 2011
Bank of America October 2010 - April 2011
Wachovia 2006 - 2010
Skills
Commercial Lending, Commercial Banking, Banking, Small Business Lending, Credit, Loans, Credit Analysis, Underwriting, Consumer Lending, Mortgage Lending, Portfolio Management, Treasury Management
Education
Pfeiffer University 2001 — 2005
Bachelor of Science, Business Administration
Jacqueline Boyd's Wells Fargo Experience 2010 - 2012
Job Business Analyst/Project Manager
Industry Financial Services
Experience
Open for Hire Business AnalystNationstar MortgageMarch 2013 - August 2013
Wells Fargo 2010 - 2012
Consultant 2006 - 2010
Warner Music Group 1998 - 2000
Skills
Process Improvement, Business Analysis, Mortgage Banking, Vendor Management, Project Management, Mortgage Lending
Education
Pepperdine University
Bachelors of Science, Business mangement
Open for Hire Business AnalystNationstar MortgageMarch 2013 - August 2013
Wells Fargo 2010 - 2012
Consultant 2006 - 2010
Warner Music Group 1998 - 2000
Skills
Process Improvement, Business Analysis, Mortgage Banking, Vendor Management, Project Management, Mortgage Lending
Education
Pepperdine University
Bachelors of Science, Business mangement
Maksim Kolomeyer's Wells Fargo Experience July 2004 - June 2005
Job WM Senior Private BankerVP
Industry Banking
Experience
Comerica Bank February 2015 - Present
Wells Fargo Bank April 2007 - February 2015
Wells Fargo Advisors, LLC April 2007 - February 2015
Wells Fargo Bank July 2005 - March 2007
Wells Fargo July 2004 - June 2005
Skills
Loans, Series 7, Mortgage Lending, Investments, Small Business Lending, Uniform Combined State..., Commercial Lending, Commercial Banking, Wealth Management, Banking, Portfolio Management, Financial Analysis, Credit Analysis, FHA, Real Estate, Brokerage, Consumer Lending, Loan Origination
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
California State University-Northridge 2004 — 2006
BS, Finance, Real Estate
Comerica Bank February 2015 - Present
Wells Fargo Bank April 2007 - February 2015
Wells Fargo Advisors, LLC April 2007 - February 2015
Wells Fargo Bank July 2005 - March 2007
Wells Fargo July 2004 - June 2005
Skills
Loans, Series 7, Mortgage Lending, Investments, Small Business Lending, Uniform Combined State..., Commercial Lending, Commercial Banking, Wealth Management, Banking, Portfolio Management, Financial Analysis, Credit Analysis, FHA, Real Estate, Brokerage, Consumer Lending, Loan Origination
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
California State University-Northridge 2004 — 2006
BS, Finance, Real Estate
Brian Mullarkey's Wells Fargo Experience September 2014 - Present
Job Collections Manager at Wells Fargo, AVP
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Bank of America July 2011 - June 2014
Citi January 2009 - November 2010
Citi July 2005 - December 2008
Citi August 2002 - June 2005
Citi February 1998 - July 2002
US Army 1985 - 1989
Skills
Loss Mitigation, Customer Service, Team Building, Consumer Lending, Compliance, Credit, Loans, Mortgage, Call Center, Credit Analysis, Process Improvement, Coaching, Vendor Management, Strategic Planning, Banking, Customer Relations, Operations Management, Debt Collection, Portfolio Management, Loan Servicing, Problem Solving, Hiring, Executive Management, Financial Services, CRM, Risk Management, Business Process..., Strategy, Program Management, Management, Recruiting, Relationship Management, Operational Risk..., Mortgage Banking, Finance, Financial Risk, Training, Leadership, Loan Origination, Call Centers, Human Resources, Mortgage Lending, Forecasting, Cross-functional Team..., Project Planning
Education
Pfeiffer University 1996 — 1998
BS, Business Management
VISA Bankcard Management School
Certificate, Bankcard Business
Wells Fargo September 2014 - Present
Bank of America July 2011 - June 2014
Citi January 2009 - November 2010
Citi July 2005 - December 2008
Citi August 2002 - June 2005
Citi February 1998 - July 2002
US Army 1985 - 1989
Skills
Loss Mitigation, Customer Service, Team Building, Consumer Lending, Compliance, Credit, Loans, Mortgage, Call Center, Credit Analysis, Process Improvement, Coaching, Vendor Management, Strategic Planning, Banking, Customer Relations, Operations Management, Debt Collection, Portfolio Management, Loan Servicing, Problem Solving, Hiring, Executive Management, Financial Services, CRM, Risk Management, Business Process..., Strategy, Program Management, Management, Recruiting, Relationship Management, Operational Risk..., Mortgage Banking, Finance, Financial Risk, Training, Leadership, Loan Origination, Call Centers, Human Resources, Mortgage Lending, Forecasting, Cross-functional Team..., Project Planning
Education
Pfeiffer University 1996 — 1998
BS, Business Management
VISA Bankcard Management School
Certificate, Bankcard Business
Jothi Mani Rajendran's Wells Fargo Experience September 2014 - Present
Job at
Industry Information Technology and Services
Experience
NTT DATA Americas September 2014 - Present
Wells Fargo September 2014 - Present
Union Bank September 2012 - September 2014
iGATE Global Solutions June 2005 - September 2014
Altria June 2005 - August 2012
Skills
SDLC, Software Project..., Requirements Analysis, Business Analysis, PL/SQL, Pre-sales, Data Warehousing, Oracle, Informatica
Education
Periyar University 2003 — 2005
M.Sc, Computer Science
NTT DATA Americas September 2014 - Present
Wells Fargo September 2014 - Present
Union Bank September 2012 - September 2014
iGATE Global Solutions June 2005 - September 2014
Altria June 2005 - August 2012
Skills
SDLC, Software Project..., Requirements Analysis, Business Analysis, PL/SQL, Pre-sales, Data Warehousing, Oracle, Informatica
Education
Periyar University 2003 — 2005
M.Sc, Computer Science
Francescus Hughes's Wells Fargo Experience October 2014 - Present
Job Operational Risk Consultant III, AVP at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo January 2013 - October 2014
Wells Fargo October 2009 - January 2013
Wells Fargo May 2008 - October 2009
Wells Fargo October 2007 - May 2008
Skills
Training, Loan Servicing, Analysis, Banking, Microsoft Excel, Management, Coaching, Risk Management, Access, Microsoft Word, PowerPoint, Proficient in Microsoft..., Microsoft Office..., Microsoft Access, Outlook, Software Documentation, Mortgage Banking, Leadership, Consumer Lending, Loans, FaxCom, Loan Image Viewer (LIV), Facilitating, Note Taking, Regulatory Compliance, Action Plan Development, Business Process..., Project Management
Education
Pfeiffer University 2012 — 2015
a Bachelor's degree, Business Administration
West Charlotte Senior High School 1999 — 2003
Diploma
Wells Fargo October 2014 - Present
Wells Fargo January 2013 - October 2014
Wells Fargo October 2009 - January 2013
Wells Fargo May 2008 - October 2009
Wells Fargo October 2007 - May 2008
Skills
Training, Loan Servicing, Analysis, Banking, Microsoft Excel, Management, Coaching, Risk Management, Access, Microsoft Word, PowerPoint, Proficient in Microsoft..., Microsoft Office..., Microsoft Access, Outlook, Software Documentation, Mortgage Banking, Leadership, Consumer Lending, Loans, FaxCom, Loan Image Viewer (LIV), Facilitating, Note Taking, Regulatory Compliance, Action Plan Development, Business Process..., Project Management
Education
Pfeiffer University 2012 — 2015
a Bachelor's degree, Business Administration
West Charlotte Senior High School 1999 — 2003
Diploma
Carolina Michelle Fierro's Wells Fargo Experience December 2003 - May 2006
Job Wells Fargo Wealth Management Group Assoc. Trust & Fiduciary Specialist Special Needs Trust Services
Industry Investment Management
Experience
Wells Fargo, The Private Bank - Wealth Management Group August 2013 - Present
Wells Fargo, The Private Bank - Wealth Management Group May 2008 - July 2013
Wells Fargo, The Private Bank - Wealth Management Group June 2006 - April 2008
Wells Fargo December 2003 - May 2006
In-N-Out Burger October 1998 - December 2003
UC Santa Barbara June 2001 - September 2003
Skills
Banking, Estate Planning, Private Banking, Finance, Retail Banking, Spanish, Trust Services, Wealth Management, Credit, Relationship Management, Strategic Financial..., Customer Service, Cash Management, Microsoft Excel, Outlook, Retirement, Cross Selling, Uniform Combined State..., Mutual Funds
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2014
University of California, Santa Barbara 1999 — 2003
B.A., Political Science, International Relations
Santa Fe High School 1995 — 1999
High School Diploma
Wells Fargo, The Private Bank - Wealth Management Group August 2013 - Present
Wells Fargo, The Private Bank - Wealth Management Group May 2008 - July 2013
Wells Fargo, The Private Bank - Wealth Management Group June 2006 - April 2008
Wells Fargo December 2003 - May 2006
In-N-Out Burger October 1998 - December 2003
UC Santa Barbara June 2001 - September 2003
Skills
Banking, Estate Planning, Private Banking, Finance, Retail Banking, Spanish, Trust Services, Wealth Management, Credit, Relationship Management, Strategic Financial..., Customer Service, Cash Management, Microsoft Excel, Outlook, Retirement, Cross Selling, Uniform Combined State..., Mutual Funds
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2014
University of California, Santa Barbara 1999 — 2003
B.A., Political Science, International Relations
Santa Fe High School 1995 — 1999
High School Diploma
Michelle Khodadian's Wells Fargo Experience March 2012 - November 2013
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. November 2013 - Present
Wells Fargo March 2012 - November 2013
Broadway Mortgage Corp. & Discover Realty, Inc. May 2007 - March 2012
Sony Pictures Entertainment June 2011 - August 2011
OSEA International January 2011 - April 2011
MO & M Investment LLC August 2009 - August 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, SEER Certificate
University of San Francisco 2002 — 2007
BS in Finance & BA in Economics
Flintridge Preparatory School and Salem Lutheran School
JP Morgan Chase Bank, N.A. November 2013 - Present
Wells Fargo March 2012 - November 2013
Broadway Mortgage Corp. & Discover Realty, Inc. May 2007 - March 2012
Sony Pictures Entertainment June 2011 - August 2011
OSEA International January 2011 - April 2011
MO & M Investment LLC August 2009 - August 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, SEER Certificate
University of San Francisco 2002 — 2007
BS in Finance & BA in Economics
Flintridge Preparatory School and Salem Lutheran School
Angela Braun M.B.A., Fundraising Certificate's Wells Fargo Experience March 2001 - July 2003
Job Director of Academy Giving; Archway Classical Academy Cicero and Cicero Preparatory Academy
Industry Fund-Raising
Experience
Great Hearts Academies March 2014 - Present
Our Lady of Perpetual Help Catholic School January 2010 - May 2012
Stay-at-home mom July 2003 - January 2010
Wells Fargo March 2001 - July 2003
Viasource, formerly Telecore December 1999 - December 2000
Palley Needelman Asset Management March 1995 - December 1999
Paine Webber November 1993 - March 1995
Prudential Financial March 1993 - November 1993
Merrill Lynch July 1991 - March 1993
Skills
Fundraising, Investments, Valuation, Business Development, Sales, Event Planning, Strategic Financial..., Marketing Strategy, Grant Writing, Planned Giving, Relationship Management, Social Media
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.)
University of Nevada-Las Vegas
Bachelor of Arts (B.A.)
Mater Dei High School
Great Hearts Academies March 2014 - Present
Our Lady of Perpetual Help Catholic School January 2010 - May 2012
Stay-at-home mom July 2003 - January 2010
Wells Fargo March 2001 - July 2003
Viasource, formerly Telecore December 1999 - December 2000
Palley Needelman Asset Management March 1995 - December 1999
Paine Webber November 1993 - March 1995
Prudential Financial March 1993 - November 1993
Merrill Lynch July 1991 - March 1993
Skills
Fundraising, Investments, Valuation, Business Development, Sales, Event Planning, Strategic Financial..., Marketing Strategy, Grant Writing, Planned Giving, Relationship Management, Social Media
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.)
University of Nevada-Las Vegas
Bachelor of Arts (B.A.)
Mater Dei High School
Brian Fulton, MBA, PMP's Wells Fargo Experience January 2009 - Present
Job AVP, Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wells Fargo January 2006 - January 2009
Wells Fargo November 2004 - January 2006
Wells Fargo June 2004 - November 2004
Skills
Business Continuity, Cost Reduction, Process Mapping, Project Execution, Continuous Productivity..., Change Management, Financial Analysis, Exceptional Leadership..., Team Collaboration, Interpersonal Relations, Time Management and..., Effective Communications, PMO, Project Management, Time Management, Leadership
Education
Johnson C. Smith University
Bachelor of Science, Business Administration; Finance
Pfeiffer University
Master of Business Administration (MBA), Business/Managerial Economics
Wells Fargo January 2009 - Present
Wells Fargo January 2006 - January 2009
Wells Fargo November 2004 - January 2006
Wells Fargo June 2004 - November 2004
Skills
Business Continuity, Cost Reduction, Process Mapping, Project Execution, Continuous Productivity..., Change Management, Financial Analysis, Exceptional Leadership..., Team Collaboration, Interpersonal Relations, Time Management and..., Effective Communications, PMO, Project Management, Time Management, Leadership
Education
Johnson C. Smith University
Bachelor of Science, Business Administration; Finance
Pfeiffer University
Master of Business Administration (MBA), Business/Managerial Economics
Adam Furlough, MBA, CAMS's Wells Fargo Experience April 2009 - February 2010
Job Consultant at IPSA International
Industry Banking
Experience
IPSA International December 2013 - Present
Capgemini Financial Services December 2011 - December 2013
Royalty Finance February 2010 - September 2011
Wells Fargo April 2009 - February 2010
Wells Fargo August 2008 - April 2009
Maersk Inc July 2006 - August 2008
Skills
FFIEC, FinCEN, AML, Risk Management, Program Management, Banking, Bank Secrecy Act, BSA, CFT, LexisNexis, Financial Crime, Investigations, Quality Assurance, Quality Management, Report Writing, Risk, Operational Risk...
Education
Pfeiffer University Graduate Studies
Master, Business AdministrationGraduation
Pfeiffer University
Bachelor of Science, BusinessAdministration; FinanceGraduation
IPSA International December 2013 - Present
Capgemini Financial Services December 2011 - December 2013
Royalty Finance February 2010 - September 2011
Wells Fargo April 2009 - February 2010
Wells Fargo August 2008 - April 2009
Maersk Inc July 2006 - August 2008
Skills
FFIEC, FinCEN, AML, Risk Management, Program Management, Banking, Bank Secrecy Act, BSA, CFT, LexisNexis, Financial Crime, Investigations, Quality Assurance, Quality Management, Report Writing, Risk, Operational Risk...
Education
Pfeiffer University Graduate Studies
Master, Business AdministrationGraduation
Pfeiffer University
Bachelor of Science, BusinessAdministration; FinanceGraduation
Carl Coleman's Wells Fargo Experience January 1989 - November 2001
Job Union Bank
Industry Banking
Experience
Union Bank August 2010 - Present
South County Bank September 2006 - August 2010
City National Bank October 2003 - September 2006
Mellon Bank November 2001 - October 2003
Wells Fargo January 1989 - November 2001
Skills
Financial Statement..., Department Budgeting, Small Business Lending, Credit, Loans, Commercial Banking, Portfolio Management, Underwriting, Real Estate, Funding, Commercial Lending, Credit Analysis, Asset Based Lending, Credit Risk, Commercial Real Estate, Working Capital..., Cash Management
Education
ABA Stonier National Graduate School of Banking 2008 — 2011
Banking Management
University of Pennsylvania - The Wharton School 2014 — 2014
Wharton Leadership Certificate
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1996
Master of Business Administration (MBA)
Syracuse University 1980 — 1984
Bachelor of Science (BS), Biology, General
Union Bank August 2010 - Present
South County Bank September 2006 - August 2010
City National Bank October 2003 - September 2006
Mellon Bank November 2001 - October 2003
Wells Fargo January 1989 - November 2001
Skills
Financial Statement..., Department Budgeting, Small Business Lending, Credit, Loans, Commercial Banking, Portfolio Management, Underwriting, Real Estate, Funding, Commercial Lending, Credit Analysis, Asset Based Lending, Credit Risk, Commercial Real Estate, Working Capital..., Cash Management
Education
ABA Stonier National Graduate School of Banking 2008 — 2011
Banking Management
University of Pennsylvania - The Wharton School 2014 — 2014
Wharton Leadership Certificate
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1996
Master of Business Administration (MBA)
Syracuse University 1980 — 1984
Bachelor of Science (BS), Biology, General
Lowell Whitley's Wells Fargo Experience June 1995 - Present
Job PC/LAN Analyst at Wells Fargo
Industry Computer Networking
Experience
Wells Fargo June 1995 - Present
Skills
Process Improvement, Microsoft Office, Windows, Vendor Management, Technical Support, Computer Hardware, Visio, Disaster Recovery, SharePoint, Servers, Call Centers, Network Administration, Software Documentation, Business Analysis
Education
Peru State College 1986 — 1989
Bachelor's Degree, Computer/Information Technology Administration and Management, B+
Wells Fargo June 1995 - Present
Skills
Process Improvement, Microsoft Office, Windows, Vendor Management, Technical Support, Computer Hardware, Visio, Disaster Recovery, SharePoint, Servers, Call Centers, Network Administration, Software Documentation, Business Analysis
Education
Peru State College 1986 — 1989
Bachelor's Degree, Computer/Information Technology Administration and Management, B+
Dennis Hirshmiller's Wells Fargo Experience July 1972 - Present
Job AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 1972 - Present
Education
Pfeiffer University 1967 — 1970
Bachelor's degree, Business Administration
Wells Fargo July 1972 - Present
Education
Pfeiffer University 1967 — 1970
Bachelor's degree, Business Administration
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank