Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Wells Fargo Corporate Trust Services July 2014 - Present
CarMax December 2014 - Present
Tres Belle Beauty April 2014 - Present
Fannie Mae November 2012 - July 2014
Eagle bank August 2010 - November 2012
TD April 2008 - August 2010
Wells Fargo February 2006 - April 2008
Skills
Retail Banking, Business banking, Banking operations, Customer service, Management, Strategic Financial..., Microsoft Office, Mortgage Banking, Mortgage Underwriting, Loss Mitigation, Foreclosures, Short Sales, Loan Modifications, Forbearance, Deed in Lieu, Document Review, Updos, wedding hairstyles, bridesmaids hairstyle, prom styles, Mortgage Analytics, loan review, mobile salon, Wedding Planning, Banking, Commercial Banking, Customer Service, Loans
Education
University of Maryland College Park
Bachelor of Science (B.S.), Finance
Prince George's Community College
Associate's degree, Business Administration and Management, General
elementry/middle
elementry/middle
First State Bank Central Texas November 2014 - Present
Burke & Herbert Bank October 2013 - August 2014
MVB Mortgage June 2013 - October 2013
Wells Fargo December 2011 - August 2012
Nationstar Mortgage August 2010 - November 2011
Skills
Mortgage Lending, Loans, Credit, Credit Analysis, Banking, Financial Analysis, Credit Risk, Portfolio Management, Mortgage Banking, Team Building
Education
Prairie View A&M University 2004 — 2009
Bachelors of Science, Health
Wesley Chapel VFD January 2012 - Present
MDF LifeSupport August 2010 - Present
MTAC SMAT II June 2007 - Present
Wells Fargo July 2014 - February 2015
Wells Fargo July 2013 - May 2014
SmartCore , LLC August 2012 - June 2013
Bank of America February 2012 - June 2012
Wells Fargo September 2010 - December 2011
Carolinas Healthcare System January 2007 - August 2010
IBM Global Business Services May 2006 - December 2006
Skills
Emergency Management, EMT, Fire Protection, Fire Safety, Disaster Recovery, AED, Cpr Certified, BLS, Microsoft Office, MS Project, Project Portfolio..., Project Implementation, SharePoint, Cerner, NICE, Genesys, SDLC, cabling, PBX, Avaya PBX, Six Sigma, Application Development, Healthcare, Telecommunications, VoIP, Requirements Analysis, Customer Relations, Project Planning, Coordination, Customer Service, Access Control, Physical Security, Digital Media, Software Development, Visio, Policy, Software Documentation, Disaster Response, Networking, Emergency Services, Crisis Management, Technical Support, Servers, Quality Assurance, Call Centers, EMR, Enterprise Software, Public Safety, Homeland Security, EMS
Education
University of Maryland University College 1993 — 1996
Bachelor of Applied Science (B.A.Sc.), Information Technology
Project Management Academy
Prince George's Community College 1992 — 1993
Texas Health and Human Services Commission July 2015 - Present
Randalls Food Market September 2014 - July 2015
Travis County August 2013 - September 2014
Travis County March 2007 - July 2013
Travis County September 2006 - March 2007
Travis County April 2006 - September 2006
Wells Fargo July 2005 - February 2006
Walmart April 2003 - June 2005
Waller County Community Supervision & Correctional Department February 2005 - April 2005
Skills
Criminal Law, Data Entry, Employee Training, Criminal Justice, Courts, Government, Communication, Microsoft Office, Listening to customers, Written & Verbal..., Organizational..., Team Leadership, Supervising, Business Planning, Procedure Development, Procedure Manuals, Problem Solving, Cashiering, Cash Management, Cash Handling Experience, Banking, Training, Filing, Records Management, Accounting, Legal Documents, Eagerness to Learn, Reliable, Highly responsible, Community Outreach, Customer Service, Leadership, Management, Nonprofits, Policy, Microsoft Excel, Microsoft Word, Public Speaking
Education
University of Phoenix 2013 — 2014
Graduate Project Management Certificate, Project Management
University of Phoenix 2008 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.5
Prairie View A&M University 2000 — 2005
Bachelor of Science (B.S.), Criminal Justice/Police Science, 3.7
St. Charles Health System October 2015 - Present
Wells Fargo January 2014 - October 2015
Wells Fargo Bank May 2013 - January 2014
Wells Fargo Bank April 2007 - May 2013
Aerotek April 2005 - April 2007
Skills
Credit Analysis, Bank Relationship..., Technical Recruiting, College Recruiting, Strategic Consulting, HR Consulting, Direct Sourcing, Private Banking, Business Banking, Retail Banking, Social Media, Professional Networking, Branch Management, Personal Banker, Teller, Change Leadership, Team Leadership, Sales, Employment Law, Employment Counseling, Resume Writing, Full life cycle..., Coaching, premier banking, Job Coaching, Sourcing, Banking, Change Management, Commercial Banking, sales manager, Community Outreach, Rural Communities, Recruiting, Leadership, Talent Acquisition, Cold Calling, Talent Management, Interviews, Temporary Placement, Internet Recruiting, Applicant Tracking..., Networking, Staffing Services, Screening Resumes, Executive Search, Onboarding, Contract Recruitment, Permanent Placement, Temporary Staffing, Benefits Negotiation
Education
Portland State University - School of Business 2001 — 2005
Human Resource Management
E*TRADE Financial January 2014 - Present
Wells Fargo July 2012 - July 2013
Cohen's Fashion Optical September 2011 - June 2012
St. Patrick High School September 2008 - June 2010
Skills
Banking, Commercial Banking, Cash Management, Customer Service, Sales, Retail Banking, Cross Selling, Deposits, Customer Satisfaction, Insurance, Finance, Financial Services, Customer Experience, Data Entry, Leadership, Back Office, Management, Microsoft Office, Microsoft Excel, Analysis, Portfolio Management, Time Management, Relationship Management, Microsoft Word, Investments, PowerPoint
Education
Berkeley College 2010 — 2014
Bachelor of Science (BS), Business Administration, Management and Operations
Prince George's Community College 2009 — 2009
Certificate, Web Design Xhtml Part 1 & 2
Wells Fargo October 2010 - Present
Education
Princeton University 2003 — 2008
Financial Markets & Institutions
Wells Fargo January 2010 - Present
Apex Systems Inc. 2010 - 2011
Presbyterian College 2005 - 2007
Skills
Microsoft Office, Active Directory, Outlook, Microsoft Excel, Access, Process Improvement, Project Management, Troubleshooting, Windows Server, Leadership, Disaster Recovery, Microsoft Word, Public Speaking, Customer Service
Education
Presbyterian College 2000 — 2005
Bachelor's degree, Political Science and Government
McGladrey December 2014 - Present
Dimeo Construction Company December 2013 - January 2014
TD Bank Group August 2009 - October 2013
Wells Fargo January 2008 - August 2009
Skills
Banking, Retail Banking, Credit, Loans, Commercial Banking, Consumer Lending, Commercial Lending, Lines Of Credit, Cross Selling, Deposits, Cash Management, Financial Accounting, Tax Accounting, Treasury Management
Education
Post University 2014 — 2015
Master of Science (M.S.), Accounting
Western Connecticut State University 2009 — 2013
Accounting
Dvita Inc September 2014 - July 2015
Wells Fargo June 2014 - August 2014
Quiznos July 2011 - June 2012
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Teamwork, Microsoft Office, Microsoft Word, Portfolio Management, Research, Public Speaking, Project Management, Time Management, Sales, Team Leadership, Social Networking, Outlook, Photoshop, Windows, Customer Service, Leadership
Education
Portland State University - School of Business 2010 — 2014
Bachelor's Degree, Finance
The WhiteWave Foods Company November 2014 - Present
The WhiteWave Foods Company August 2014 - November 2014
LenderLive Network, Inc. April 2013 - August 2014
Wells Fargo Home Mortgage August 2012 - March 2013
Wells Fargo June 2011 - August 2012
Skills
Loan Origination, Mortgage Banking, FHA financing, Mortgage Lending, FHA, Refinance, Loans, Non-Conforming, Credit, Banking, Underwriting, Small Business Lending, Lines Of Credit, Mortgage Servicing, Consumer Lending, Loss Mitigation, Residential Mortgages, USDA, Construction Loans, VA loans, Commercial Lending, Loan Servicing, Real Estate, Credit Analysis, Mortgage Underwriting, Home Equity Loans, Certified Mortgage..., Loan Modifications, Commercial Mortgages, Investors, Reverse Mortgages, VA Loans
Education
Post University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting
Babes-Bolyai University 2001 — 2005
Bachelor of Arts (B.A.), Sociology
Wells Fargo April 2014 - Present
Self-employed February 2013 - Present
Woodforest National Bank January 2013 - April 2014
Skills
Exceptional Customer..., Strategic Planning, Management, New Business Development, Team Building, Entrepreneurship, Business Strategy, Leadership, Marketing Strategy, Sales, Marketing
Education
Prairie View A&M University 1998 — 2002
Bachelor of Arts (B.A.)
Wells Fargo October 2010 - Present
Wells Fargo Bank January 2005 - October 2010
Education
Portland State University - School of Business 1997 — 2000
Bachelor of Science, Accounting
Intel Corporation July 2014 - Present
Vistaprint May 2014 - July 2014
Nike June 2006 - May 2014
American Income 2004 - 2006
Wells Fargo 2004 - 2006
Everest Group January 2001 - January 2004
Skills
Recruiting, College Recruiting, Partnerships, Relationship Management, Applicant Tracking..., Product Development, Sourcing, Vendor Management, Management, Benefits Negotiation, Onboarding, Human Resources, Networking, Performance Management, Hiring, Sales, Talent Acquisition, Merchandising, Strategy
Education
Portland State University - School of Business 1999 — 2001
Masters, Communication Studies - GPA 3.9
Wooden Consulting, LLC April 2012 - Present
Filene Research Institute August 2013 - Present
Cy-Fair Federal Credit Union June 2013 - June 2015
Young Credit Union Pros of Portland March 2011 - June 2013
Unitus Community Credit Union March 2009 - April 2012
Wells Fargo Bank 2006 - 2009
Unitus Community Credit Union April 2004 - August 2006
Wells Fargo January 2003 - April 2004
Skills
Sales Management, Marketing Strategy, Team Leadership, Emerging Technologies, Technology, Management Consulting, Consulting, iPad, iPhone Application..., iPhone, Career Development, Salesforce.com..., Business Development, Strategy, Leadership, Salesforce.com, Online Marketing, Marketing, Banking, Retail Banking, Marketing Communications, Executive Management, Team Management, Team Building, Loans, Credit, Coaching, Strategic Partnerships, CRM, Credit Cards, Credit Unions, Management, Vendor Management, Financial Services, Consumer Lending, Loan Origination, Cross Selling, Mortgage Lending, Sales, Risk Management, Small Business Lending, Commercial Lending, Commercial Banking, Mortgage Banking, Financial Analysis, Credit Analysis, Investments, Relationship Management, Small Business
Education
Portland State University - School of Business 2000 — 2003
BA, Marketing, Management
Office of the Chief Financial Officer, Human Resources Division, Washington, DC April 2015 - Present
Wyndham Vacation Ownership October 2013 - January 2015
Wells Fargo February 2011 - April 2013
Walt Disney World January 2010 - August 2010
Walt Disney World August 2008 - January 2010
The Sanctuary at Kingdom Sqaure October 2005 - August 2008
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Strategic Planning, Social Media, Community Outreach, Time Management, Teamwork, Sales, Nonprofits, Team Leadership, Inventory Management
Education
Prince George's Community College 2008 — 2008
Tourism and Hospitality Management
Norfolk State University
Tourism and Hospitality Management
BNY Mellon January 2014 - Present
Wells Fargo September 2012 - January 2014
First National Bank Texas November 2011 - September 2012
IQ Tech Pros June 2011 - November 2011
Mattress Firm June 2010 - June 2011
Etech Global Services October 2007 - April 2010
Etech Global Services March 2008 - October 2008
Stephen F. Austin State University August 2006 - May 2007
Skills
Negotiation, Management, Marketing, Inventory Management, Budgets, Accounting, Finance Consulting, SQL, Project Management, Recruiting, Training, Leadership, Time Management, Sales, Customer Service, Microsoft Office, Microsoft Excel, Team Building, Public Speaking
Education
Stephen F. State University 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Prairie View A&M University 2002 — 2006
Bachelor of Science (BS), Finance, General
Multnomah County February 2015 - Present
The Greenbrier Companies December 2010 - February 2015
Costco Wholesale June 2010 - December 2010
T-Mobile July 2009 - June 2010
Wells Fargo March 2008 - June 2009
Skills
Multilingual, Sales Process, Sales Operations, Purchasing Strategy, Strategic Sourcing, JIT, Contract Negotiation, Contract Management, Procurement, Inventory Management, Purchasing, Forecasting, Customer Service, Supply Chain Management, Microsoft Office, Process Improvement, Strategic Planning, Microsoft Excel
Education
Portland State University - School of Business 2008 — 2011
B.S., Supply Chain Logistics
Portland State University - School of Business 2008 — 2011
B.S., Finance
David Douglas High School
Wooden Consulting, LLC June 2013 - Present
Filene Research Institute January 2014 - Present
Southwest CUNA Management School July 2014 - Present
Unitus Community Credit Union August 2007 - June 2013
Wells Fargo December 2005 - August 2007
Wells Fargo Bank January 2004 - January 2005
Wells Fargo January 2002 - January 2004
Wells Fargo December 1998 - January 2002
Skills
Banking, Team Leadership, Sales, Management, Strategy, Coaching, Employee Training, Selling, Credit Unions, Corporate Communications, Cross Selling, Achieving Results, Budgets, Sales Management, Retail Banking, Training & Development, Consultative Selling, Sales Coach, Service Activation, Individual Development, Maximizer, Executive Management, General Awesomeness, Customer Service, Marketing Strategy, Strategic Planning
Education
Portland State University - School of Business 1998 — 2001
BS, General Management, Information Systems and Qualitative Analysis
Diamonds Defined, LLC 2012 - Present
Wells Fargo April 2006 - November 2007
Bank of America January 1999 - May 2005
Skills
Salesforce.com, Account Management, Cold Calling, Sales, Relationship Management, Direct Sales, Credit Cards, Sales Management, Customer Retention, B2B, Credit, Payments, New Business Development
Education
Prairie View A&M University 2014 — 2016
Bachelor's degree, Clinical Psychology
Portland Kettle Works July 2015 - Present
Wells Fargo September 2014 - July 2015
Portland Kettle Works 2015 - 2015
G4S Secure Solutions (USA) Inc. December 2011 - October 2014
Securitas Security Services USA, Inc. September 2007 - December 2011
Washington County Consolidated Communications Agency September 2007 - February 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Public Speaking, Skilled Multi-tasker, Customer Satisfaction, Collections, Debt Collection, Debt Settlement, Consumer Debt, Customer Service, First Aid, Payroll, Management, Policy, Security, Security Management
Education
Portland State University - School of Business 2013 — 2015
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management
Portland Community College 2011 — 2013
Transfer Degree, General Studies
US Banccorp March 2015 - Present
Wells Fargo April 2008 - August 2014
The Hartford July 2005 - February 2008
Foot Locker December 2003 - July 2005
Skills
Bilingual-Spanish, Customer Retention, Sales, Customer Service, Customer Satisfaction, Call Centers, Sales Operations, Team Leadership, Leadership, Microsoft Excel, Microsoft Office, Time Management, Customer Experience, Sales Presentations, Outlook, PowerPoint, Microsoft Word, Training, Teamwork, Employee Training, Building Relationships, Spanish
Education
Portland State University 2015 — 2017
Master of Education (M.Ed.), Educational Leadership and Policy
Portland State University 2009 — 2014
Community Developement, Economic and Housing Development
Wells Fargo March 2014 - Present
Regions Financial Corporation May 2012 - February 2014
SunTrust Bank 2008 - 2012
Ameris Bank November 2006 - August 2008
First Citizens Bank & Trust of South Carolina November 2001 - November 2006
Education
Presbyterian College 1990 — 1994
Bachelor of Arts (B.A.)
Wells Fargo 2009 - Present
Wells Fargo 2005 - 2009
The Bankers Bank 2001 - 2005
Wachovia Bank 1997 - 2001
Westinghouse Savannah River Company 1991 - 1995
Skills
Loans, Credit, Portfolio Management, Finance, Financial Risk, Real Estate, Commercial Real Estate, Middle Market, Banking, Credit Analysis, Commercial Banking
Education
University of South Carolina - The Moore School of Business 1995 — 1997
Master of Business Administration (MBA), Finance
Princeton University 1987 — 1991
Bachelor of Arts (BA), Politics
Citi 2012 - Present
University of Wisconsin-Madison 2011 - 2011
Wells Fargo 2010 - 2010
Skills
Java, Matlab, HTML, GAMS, R, PHP, VBA, Spanish, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Research, Trading, Credit Derivatives
Education
Princeton University 2009 — 2013
Bachelor of Science and Engineering (B.S.E.), Magna Cum Laude, Chemical and Biological Engineering
Homestead High School 2005 — 2009
Wells Fargo June 2015 - Present
Wells Fargo August 2012 - June 2015
Columiba Distributing August 2011 - December 2011
24 Hour Fitness February 2011 - August 2011
Nike Inc. October 2010 - January 2011
Skills
Sales, Lines Of Credit, Consumer Lending, Credit, Commercial Banking, Banking, Internal Communications, Marketing Communications, Strategic Communications, Interpersonal..., Special Events..., Public Speaking, Microsoft Office, Time Management
Education
Portland State University 2012 — 2015
Bachelor’s Degree, Mass Communication/Media Studies
University of Oregon 2006 — 2010
business/communications
Wells Fargo August 2014 - Present
Wells Fargo July 2011 - August 2014
Wells Fargo Bank January 2010 - July 2011
Wells Fargo Bank July 2008 - January 2010
Skills
Financial Analysis, Customer Service, Process Improvement, Credit, Banking, Leadership, Strategic Planning, Risk Management, Analysis, Forecasting, Finance, Business Analysis, Access
Education
Portland State University - School of Business 2007 — 2009
Masters, International Management
Whitworth University 2004 — 2006
Bachelors, Organizational Management
Spokane Falls Community College
Wells Fargo November 1997 - Present
RHI Consulting August 1997 - November 1997
CSS Laboratoties Inc. October 1995 - August 1997
Vertical Software Inc May 1995 - October 1995
Prince George's Community College September 1994 - May 1995
Skills
Microsoft Certified..., Microsoft Technologies, SCCM, Microsoft SQL Server, Operating Systems, Active Directory, ConfigMgr 2012, Windows Server, Powershell, Windows Scripting, Hyper-V, Infrastructure..., PC Management, Asset Managment, Asset Life Cycle..., Virtualization, Disaster Recovery, Security, SharePoint, SDLC, Windows 7, Group Policy, Networking, IIS, VBScript, VMware, Servers, ITIL, VMware ESX, Asset Management, Technical Support, Data Center, Citrix, System Administration
Education
New Horizons Computer Learning Center 1998 — 2012
MCSE and Certificates of Completion
Automation Center of the Philippines 1986 — 1987
Certificate of Completion, Computer Programming
Microsoft Training/Forums/Conferences
Certificate/Completion
Prince George's Community College
Associate of Applied Science Degree, Microcomputer Systems Technology
Wells Fargo September 2014 - Present
Wells Fargo EFS October 2010 - Present
Wells Fargo October 2010 - Present
The Culbersons April 2009 - October 2010
Henry County Science Center February 2009 - April 2009
Big South Conference Internship October 2007 - May 2008
Presbyterian College Baseball October 2004 - May 2008
Old Navy Outlet May 2007 - August 2007
Soup's Pizza and Subs May 2006 - August 2006
Publix June 2005 - August 2005
Education
Presbyterian College 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Presbyterian College
Bachelor of Science, Business Administration
Florida Institute of Technology
Master of Business Administration (MBA)
International Study: Oxford University
Galloway Asset Management August 2015 - Present
Cinque Partners LLC February 2012 - Present
Wells Fargo Capital Partners January 2004 - January 2012
Wells Fargo 1998 - 2012
Skills
Investments, Portfolio Management, Alternative Investments, Wealth Management, Investment Management, Mutual Funds, Investment Advisory, Asset Management, Asset Allocation, Portfolios
Education
Portland State University - School of Business 1994 — 2000
MBA, Business Management
Carcouet 1989 — 1991
Brevet de Technicien Superieur, International Business
PACCAR Financial December 2011 - Present
Wells Fargo August 2006 - July 2011
Wells Fargo March 2005 - August 2006
Skills
Software Testing..., Process Analysis and..., Resource Management, Communication and..., Business Analysis and..., Project Management and..., Technology Change..., Business Communications, Testing, Process Improvement, Project Management, Management, Business Analysis, Risk Management, Business Process, SDLC
Education
Portland State University - School of Business 1999 — 2001
MBA, Technology Management
University of California, Davis 1988 — 1992
B.S., Managerial Economics
The Resource Guild May 2014 - Present
Muddy Water Music Group January 2014 - Present
The Board of Public Works May 2011 - January 2014
Wells Fargo May 2010 - May 2011
Muddy Water Music Group May 2009 - August 2009
Skills
Concert Production, Sponsorship Activation, Event Management, Events Coordination, Financial Reporting, Financial Analysis, Microsoft Excel, Web Design, Microsoft Word, Microsoft Office, AS400 system, Google Apps, Riders, Vendor Contracts, Venue Relations, Venue Scouting, Sponsorship Generation, Volunteer Management
Education
Presbyterian College 2006 — 2010
Bachelor of Arts (B.A.), Business Administration, Management and Operations, 3.69 GPA
GM Financial October 2014 - Present
Alcon, a Novartis company June 2003 - July 2014
Alcon, a Novartis company June 2003 - July 2014
RadioShack April 2002 - June 2003
Wells Fargo September 1996 - March 2002
Computing Devices International November 1993 - September 1996
Texas Instruments September 1992 - November 1993
Skills
MS Project, Troubleshooting, Microsoft SQL Server, Cross-functional Team..., Databases, SDLC, Project Management, Project Planning, Team Leadership, SharePoint, Visio, Quality Assurance, Leadership, Access, Analysis, Software Documentation, Integration, Process Improvement, Requirements Analysis, Teamwork, ITIL, Vendor Management, Requirements Gathering, Renovation, Require, Requirem, IT, ITIL v3 Foundations...
Education
Prairie View A&M University
Bachelor of Science (B.S.), Computer Science
Wells Fargo March 2015 - Present
Greater Atlanta Area January 2015 - Present
Edward Jones August 2014 - December 2014
Glidden Professional #90 July 2012 - June 2014
Glidden Professional April 2011 - July 2012
Glidden Professional July 2010 - April 2011
PPG Industries November 2005 - June 2010
Porter Paints June 2004 - November 2005
Porter Paints June 2004 - November 2005
Skills
Outside Sales, Sales, Customer Service, Pricing, Credit, Troubleshooting, Finance, Cold Calling, Sales Management, Sales Operations, Account Management, B2B, New Business Development, Direct Sales, Profit, Contract Negotiation, Sales Process, Coatings, Team Building, Purchasing, Management, Forecasting, Leadership, Coaching, Paint, Key Account Management, Selling, Lead Generation, Retail
Education
Presbyterian College 2000 — 2004
Bachelors, Business Administration; Management
Umpqua Investments, Inc. July 2012 - Present
Umpqua Bank 2009 - 2013
Wells Fargo July 2004 - June 2009
D.A. Davidson & Co. June 2001 - July 2004
Skills
Series 7, Wealth Management, Investment Advisory, Banking, Mutual Funds, Portfolio Management, Investments, Securities, Financial Services, Series 63, Retirement Planning, Investment Strategies, Series 65, Insurance, FINRA, Strategic Financial..., Asset Managment, Equities, Asset Allocation, Investment Management, Risk Management, Estate Planning
Education
University of Portland 2011 — 2012
Executive Certificate, Financial Planning
Portland State University - School of Business 1986 — 1990
Bachelor of Science (BS), Finance Law
Wells Fargo February 2013 - Present
Kaplan University July 2010 - April 2014
Aviva USA August 2012 - October 2012
Wells Fargo February 2011 - August 2012
First Data March 2009 - September 2010
ITAGroup Inc April 2008 - December 2008
Principal Financial Group October 2005 - April 2008
Center for Technology in Government June 2003 - August 2005
Mumford Center for Comparative Urban and Regional Research, University at Albany May 2002 - May 2003
Office of Undergraduate Admissions, University at Albany May 2001 - May 2002
Skills
Software Project..., Program Management, Project Delivery, Agile Methodologies, Scrum, IT Infrastructure..., Change Management, Management Consulting, Vendor Management, Management, Project Management, Full SDLC, IT Strategy, Team Building, Information Technology, MS Project, SDLC, Business Process, Software Documentation, ITIL, Project Portfolio..., Leadership, Strategy, Process Improvement, Business Analysis, Business Intelligence, Enterprise Software, Visio, Consulting, Requirements Analysis, PMO, Business Process..., Requirements Gathering, Resource Management, Systems Analysis, SharePoint, Agile Project Management, IT Management, Analysis, Business Requirements, Integration, Enterprise Architecture, Quality Assurance, Cross-functional Team..., CRM, Risk Management, Microsoft Project
Education
University at Albany, SUNY 1994 — 2001
PhD
State University of New York at Albany 2001 — 2003
MBA
Presidency College 1989 — 1991
MSc
Presidency College 1986 — 1989
BSc
Southern First Bank July 2014 - Present
NBSC, a division of Synovus Bank May 2012 - July 2014
Wells Fargo January 2011 - May 2012
AbundaTrade.com February 2008 - January 2011
Piggly Wiggly Carolina 2005 - 2006
Piggly Wiggly Carolina 2005 - 2006
Skills
Credit, Small Business Lending, Loans, Customer Service, Banking, Sales, Management, Consumer Lending, Credit Analysis, Leadership, Commercial Lending, Commercial Banking, Credit Risk, Retail Banking, Client Relations, Client Services, Client Development, Strategic Planning
Education
Presbyterian College 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
SunTrust April 2015 - Present
JP Morgan Chase Bank, N.A. April 2014 - April 2015
Wells Fargo May 2013 - April 2014
Wells Fargo June 2012 - April 2013
oXYGen Financial Isurance September 2011 - May 2012
Northwestern Mutual January 2011 - September 2011
Friends of Pat Dooley 2010 - 2010
Skills
Customer Service, Leadership, Sales, Microsoft Office, Management, Marketing, Social Media, Team Building, Strategic Planning, PowerPoint
Education
Presbyterian College 2004 — 2008
B.A., Political Science
Wells Fargo February 2014 - Present
Capital One January 2012 - Present
TGI Fridays August 2009 - October 2012
University of Maryland Eastern Shore September 2007 - May 2010
Skills
Customer Service, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Management, Marketing, Microsoft Word, Training, Public Speaking, Sales, Financial Analysis, Risk Management, Finance, Event Planning, Social Networking, Critical Thinking, Marketing Strategy, Coaching, Employee Training, Event Management
Education
Prince George's Community College 2010 — 2011
Bachelor of Business Administration (BBA), Marketing Research
University of Maryland Eastern Shore 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Wells Fargo November 2010 - February 2013
Wells Fargo Advisors, LLC November 2008 - May 2010
Amdocs June 2005 - November 2008
Hewlett Packard May 2004 - August 2004
Accenture August 2000 - July 2002
Aspen Technology March 2000 - August 2000
Fluor July 1998 - March 2000
Skills
Program Management, Management Consulting, Process Improvement, Change Management, Project Management, Strategy, Business Planning, Business Process..., Strategic Planning, PMP®, Workshop in Business...
Education
Ladue Horton Watkins High School
Prairie View A&M University
Bachelor of Science
Washington University in St. Louis - Olin Business School
MBA
Wells Fargo July 2012 - Present
Discover Financial Services 2011 - 2012
Allstate Insurance October 2010 - October 2011
Vangent, Inc. September 2008 - September 2010
Best Western International September 2005 - September 2008
Skills
Applicant Tracking..., Onboarding, Recruiting, Employee Relations, Talent Acquisition, Employee Benefits
Education
Prairie View A&M University 1993 — 1998
BA, Marketing
Belair High School
Paige Chen Leadership Coaching & Consulting 2009 - Present
Wells Fargo 2006 - 2010
PaigeCConsulting 2004 - 2006
HomeGain 2000 - 2004
R.R. Donnelley & Sons 1996 - 1998
McKinsey & Co. 1994 - 1996
Skills
Management Consulting, Leadership Development, Executive Coaching, Coaching, Training, Workshop Facilitation, Strategic Planning, Management, Performance Management, Marketing, Strategic Thinking, Entrepreneurship, Change Management, Consulting, Strategy, Executive Management, Leadership, Employee Engagement, Cross-functional Team..., Business Strategy, Start-ups, Team Building
Education
Stanford University Graduate School of Business
M.B.A.
Princeton University
B.S.E., Operations Research
The Coaches Training Institute (CTI)
CPCC, Certified Professional Co-Active Coach
First Citizens Bank & Trust of South Carolina December 2011 - Present
Wells Fargo December 2005 - December 2011
RBC Bank February 2002 - November 2005
Bank of America January 1998 - February 2002
Skills
Financial Analysis, Risk Management, Small Business, Sales Management, Strategic Planning, New Business Development, Coaching, Banking, Budgets, Business Development, Commercial Lending, Credit, Credit Analysis, Customer Service, Leadership, Management
Education
University of South Carolina - Darla Moore School of Business 1994 — 1996
MBA, Finance
Presbyterian College 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Political Science
Infogroup January 2014 - Present
Yesmail March 2013 - January 2014
Yesmail November 2009 - March 2013
Yesmail November 2006 - November 2009
Nike September 2003 - November 2006
Wells Fargo October 2001 - October 2005
Nike June 2002 - June 2003
U.S. Senate June 2000 - September 2000
Skills
Excel, Budgeting, Compliance, Forecasting, Analysis, Event Management, Budgets, Business Analysis, Microsoft Excel, Management, Account Management, Leadership, Team Building, Strategic Planning, Retail, Project Management, Access, Customer Service, Data Analysis, Project Planning, Accounting, Financial Analysis, Team Leadership, Inventory Management, Microsoft Office, Process Improvement, Account Reconciliation, Sales, Fundraising, Analytics, Event Planning, Microsoft Word, CRM, Market Research, Salesforce.com
Education
Portland State University - School of Business 1999 — 2001
B.A., Business: Finance and Management
Milwaukie High
Nephrology Associates, LLC. September 2009 - Present
Wells Fargo September 2007 - April 2009
Six Flags June 2004 - August 2006
Skills
Customer Service, Data Entry, Healthcare, Fax, Medical Terminology, Microsoft Word, Training, Healthcare Management, Outlook, HIPAA, PowerPoint, Team Building, Medical Billing, Medical Records, Hospitals, Microsoft Office, Sales, Microsoft Excel, Public Speaking, Event Planning, Clinical Research, EMR, Leadership, Social Networking
Education
Prince George's Community College 2015 — 2017
Associate’s Degree, Computer Science
Wells Fargo Insurance Services April 2010 - Present
Wells Fargo Consumer Credit Group September 2003 - June 2005
Wells Fargo May 1997 - September 2001
Wells Fargo December 1987 - September 2001
Skills
Credit, Loans, Banking, Cross Selling, Underwriting, Insurance, Relationship Management, Consumer Lending, Risk Management, Sales Management, Customer Service, Mortgage Lending, Financial Services, Small Business Lending, Retail Banking, Marketing Strategy, Strategic Planning, Business Development, Team Leadership
Education
Post University 2013 — 2016
Bachelor's Degree, Business Administration and Marketing, 4.0
Wells Fargo January 1996 - December 2013
Chase Manhattan Bank August 1991 - December 1995
Chemical Bank February 1982 - August 1991
Chase Manhattan Bank July 1978 - January 1982
Property and Casualty Insurance IT Consulting Company August 1972 - July 1978
Skills
IT Strategy, IT Leadership, Leadership, Team Leadership, Cross-functional Team..., Full SDLC, IT Business Strategy, IT Quality Assurance, Applications Software..., Application..., IT Outsourcing, IT Service Management, Banking Technologies, Credit Card Transaction..., Quality Assurance, Management, Risk Management, Integration, Business Analysis, Project Management, Business Process..., Program Management, Project Portfolio..., Vendor Management, Process Improvement, Enterprise Architecture, Requirements Analysis
Education
Pratt Institute 1971 — 1975
Bachelor's Degree, Data System Management
Wells Fargo December 2014 - Present
Target September 1997 - February 2013
Skills
Retail, Merchandising, Store Management, Customer Service, Loss Prevention, Visual Merchandising, Inventory Management, Team Leadership, Microsoft Office, Time Management, Inventory Control, Microsoft Excel
Education
Post University 2015 — 2019
Bachelor's degree, Human Services, General
Foreign Exchange Financial Services Professional July 2015 - Present
Wells Fargo 2000 - 2015
Deloitte & Touche LLP 1999 - 2000
Skills
Capital Markets, Banking, Investment Banking, Portfolio Management, Fixed Income, Investments, FX Options, Treasury Management, Financial Services, Derivatives, Financial Markets, Financial Modeling, Asset Management, Equities, Corporate Finance, Foreign Exchange, Risk Management, Hedge Funds, Credit, Options, Commercial Banking, Valuation, Structured Finance, Bonds, Financial Structuring, Structured Products, Securities, Bloomberg, Trading, Alternative Investments, Cash Management, Hedging, Private Equity, Treasury, Financial Risk, Series 7, Credit Analysis, Credit Risk, Investment Management, Trading Systems, Funding, Interest Rate..., Loans, Operational Risk, Commodity, Credit Derivatives, Emerging Markets, Electronic Trading, Wealth Management, Asset Allocation
Education
Princeton University 1968 — 1972
JPMorgan Chase & Co. February 2015 - April 2015
Wells Fargo April 2013 - November 2014
Guaranty Bank FSB April 2012 - March 2013
Guaranty Bank June 2009 - March 2012
TCF Bank January 2009 - April 2009
Citi October 2006 - June 2008
Skills
Credit, Mortgage Lending, Consumer Lending, Commercial Banking, Loans, Retail Banking, Cross Selling, Loan Origination, Credit Analysis, Mortgage Banking
Education
Preston University 2004 — 2006
MBA, Finance & Accounting
VCA December 2012 - Present
VCA August 2005 - November 2012
CPF Wireless, Inc. May 2004 - August 2005
Wells Fargo February 2002 - March 2004
Skills
Accounting, Analysis, Payroll Taxes, Accruals, Corporate Finance, Financial Modeling, Bank Reconciliation, Ceridian Analytics..., Payroll Auditing Post..., Business Intelligence, Business Objects, Lawson General Ledger, Analytics, Microsoft Excel, Account Reconciliation, General Ledger, Auditing, Payroll, Variance Analysis, Finance, Financial Statements, Journal Entries, Human Resources, Management
Education
Portland State University - School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
UCLA extension 2011 — 2012
Certificate of Accounting
Bridge Bank August 2015 - Present
Self Employed October 2014 - August 2015
Oxford Finance LLC August 2012 - September 2014
Wells Fargo September 2010 - August 2012
Snowbird Capital July 2006 - July 2010
M&T Bank June 2001 - July 2006
Skills
Private Equity, Risk Management, Capital Markets, Corporate Finance, Venture Capital, Valuation, Leveraged Finance, Growth Capital, Alternative Investments, Mezzanine, Credit, Portfolio Management, Buyouts, Venture Debt, Credit Analysis, Financial Modeling, LBO, Equities, Middle Market, Investments, Mergers, Wealth Management, Emerging Markets, Early Stage, Financial Analysis, Finance, Due Diligence, Banking, Management, Asset Management
Education
The Johns Hopkins University 2006 — 2010
MA, Writing
Princeton University 1997 — 2001
BA, Politics
Carlisle High School 1993 — 1997
Fiserv November 2014 - Present
Wells Fargo February 2014 - November 2014
Wells Fargo Home Mortgage August 2012 - January 2014
Wells Fargo October 2011 - June 2012
Wells Fargo Bank- Diversified Products Group- Home Equity September 2008 - September 2011
Wells Fargo Bank May 2006 - September 2008
Wells Fargo April 2002 - May 2006
Skills
Change Management, Loans, Process Improvement, Analysis, Risk Management, Quality Assurance, Banking, Policy, Credit, Call Centers, Financial Risk, Business Analysis, Requirements Gathering, Mortgage Banking, Auditing, Training, Risk Assessment, Financial Services, Finance, Credit Cards, Six Sigma, Relationship Management, Mortgage Lending, Vendor Management, Consumer Lending
Education
Southern Oregon University 1987 — 1991
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Universidad de Guanajuato 1989 — 1990
Portland State University - School of Business
Digital Republic Associates August 2015 - Present
IBM May 2015 - Present
Intel Corporation November 2013 - May 2015
Apple November 2012 - November 2013
Bank of America May 2011 - November 2012
Wells Fargo June 2009 - July 2010
Best Buy June 2006 - May 2010
Skills
Sales, Leadership, Management, Customer Service, Marketing, Customer Satisfaction, CRM, Microsoft Office, Social Networking, Team Leadership, Advertising, Microsoft Excel, Banking, Strategic Planning, Teamwork, Loans, Mortgage Lending, Real Estate, SaaS, Retail Banking, Direct Sales, Consumer Lending, Cross Selling, Credit, Lines Of Credit, Deposits, Commercial Banking, Mortgage Banking, Credit Analysis, Cloud Computing, Strategy, Business Strategy, Cross-functional Team..., Global Orientations, Integrated Supply Chain..., Kaizen, Value Stream Mapping, Lean Six Sigma, Logistics Management, SQL, SAP, Data Analysis, Business Process..., Design Thinking, Inventory Control, Value Chain Management, Measurement System..., Technical Analysis, Supply Chain Operations
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master's of Science (M.S.), Global Supply Chain Management
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Global Management, GPA 3.6
Portland State University - School of Business 2009 — 2013
Bachelor of Arts (BA), Supply Chain Management and Marketing, GPA 3.4
Comcast Spotlight October 2014 - Present
Varsity Brands March 2009 - August 2014
Wells Fargo May 2008 - April 2009
Skills
Marketing, PowerPoint, Sales, Customer Service, Social Media Marketing, Social Media, Facebook, Social Networking, Time Management, Microsoft Office, Leadership, Coaching, Advertising, Teamwork, Team Building
Education
Portland State University 2008 — 2013
Bachelor's Degree, Communication, General
Portland State University
Bachelor of Arts (B.A.), Communication, General
TrueCar, Inc. June 2012 - Present
HOLLIER ENTERPRISES, INC 1993 - February 2013
ADP Dealer Services 2009 - October 2011
Wells Fargo Bank April 2007 - April 2009
Wells Fargo 2007 - 2009
Regional Acceptance Corp March 2005 - March 2007
Skills
Sales Management, Salesforce.com, Sales Process, Account Management, New Business Development, Automotive, Sales Operations, Sales, B2B, Cold Calling, Digital Marketing, Forecasting, Online Advertising, Building Relationships, Customer Retention, Management, Advertising, Contract Negotiation, Social Media, Selling, Leadership, Automobile, Marketing Strategy, Solution Selling, CRM, Marketing, Coaching, Lead Generation, Customer Satisfaction, Business Planning, Negotiation, Business Development, Team Leadership, Key Account Management, Competitive Analysis, Sales Presentations, Retail, Team Building, Strategy, Strategic Planning, Start-ups, Direct Sales, Product Marketing, Customer Service, Email Marketing, E-commerce, Online Marketing, Strategic Partnerships, Social Media Marketing, Pricing
Education
Presbyterian College 1979 — 1983
BS Sociology, Sociology, Business Administration, Physical Education
The Citadel 1978 — 1979
General Studies, Business/Commerce, General
Walmart August 2015 - Present
Walmart June 2011 - August 2015
Enterprise Rent-A-Car June 2010 - April 2011
Wells Fargo May 2009 - March 2010
Skills
Managerial, Coachable, Goal-driven leader, Mentoring, Leadership, Management, Recruiting, Entrepreneurship, Customer Service, Credit, Loans, Accountability, Integrity, Financial Risk, Dependable Team Player, Inventory, Income Statement, Highly motivated..., Hiring, Asset, Learning Quickly, Motivated self-starter, Customer-focused, Business, 10 Key
Education
Presbyterian College 2005 — 2009
Bachelor's of Science, Business Management and Accounting
Chief Outsiders 2015 - Present
Spooler Consulting 2007 - Present
BlueYield 2014 - 2014
StraighterLine 2012 - 2013
ID Analytics 2009 - 2012
Fair Isaac Corporation 2006 - 2007
Wells Fargo 2005 - 2006
Capital One Auto Finance 2001 - 2005
PeopleFirst.com 1999 - 2001
First USA 1998 - 1999
Skills
Strategic Planning, Market Research, Business Analysis, Risk Management, Market Analysis, Analytics, Product Management, Strategic Partnerships, Business Strategy, Marketing Strategy, Strategy, Executive Coaching, Start-ups, Forecasting, Program Management, Leadership, Business Development, Product Marketing, Competitive Analysis, Business Intelligence, Direct Marketing, Marketing, Management Consulting, Product Development, Leadership Development, Coaching, Cross-functional Team..., Analysis, Team Building, Consulting
Education
Princeton University 1990 — 1994
BSE
Central America November 2014 - Present
Aerotek September 2012 - June 2015
Chase 2009 - 2011
First Option Mortgage May 2007 - December 2009
Wells Fargo January 2005 - April 2007
Ameriquest Mortgage January 1998 - January 2004
Heart of Texas Chamber of Commerce March 1990 - March 1994
Skills
Regional Management, Loans, Credit, Mortgage Lending, Mortgage Banking, Banking, Loan Origination, Credit Analysis, Financial Analysis, Refinance, FHA, Residential Mortgages, Finance, Underwriting, Investments, Portfolio Management, Consumer Lending, Commercial Lending, Financial Risk, Small Business Lending, Insurance, Teaching
Education
Prairie View A&M University 1979 — 1983
BBA, Accounting
Tarleton State University
MBA
Disys Staffing-Nationstar Mortgage April 2015 - June 2015
United States Postal Service October 2014 - April 2015
Speed Commerce September 2014 - January 2015
H&R Block December 2013 - January 2015
Wells Fargo February 2013 - October 2013
Retreat Captial Mangement February 2012 - February 2013
AMO Recoveries Chase Home Mortgage June 2011 - January 2012
Gmac Mortgage September 2006 - April 2011
Skills
Customer Service, Management, Strategic Planning, Team Building, Public Speaking, Negotiation, Team Leadership, Business Strategy, Sales, Program Management
Education
H and R Block University - Dallas, Texas 2013 — 2013
Associate’s Degree, Accounting
Prairie View A&M University 1997 — 2002
Nursing, Nursing Education
IBM Global Business Process Services June 2010 - Present
Knowledge Learning Corporation July 2009 - June 2010
US Bancorp October 2008 - February 2009
Integra Telecom September 2007 - October 2008
WebMD June 2006 - September 2007
OHSU Oregon Health & Science University January 2006 - May 2006
Wells Fargo April 2003 - January 2006
DirecTV Broadband, Inc. November 2001 - January 2003
Skills
Databases, Business Analysis, Business Process, Quality Assurance, Business Requirements, Management, Project Management, Web Applications, SQL, Integration, IT Security Policies &..., IT Security Operations, SSAE 16, Risk Management, Audit Focal, Program Management, IT Governance, Information Security, IT Management, Software Project..., Information Technology, Software Documentation, SDLC, Systems Analysis, Agile Methodologies, Requirements Analysis, Microsoft Office
Education
Portland State University 2004 — 2004
Fast Track to SQL Certification, Computer Programming
Pioneer Pacific College 2001 — 2002
Web Design and Administration Certification, Web Page, Digital/Multimedia and Information Resources Design
Portland State University 1996 — 1997
Business Administration and Management, General
Pacific Capital Resource Group June 2014 - March 2015
Wells Fargo June 2010 - May 2014
Skills
Customer Service, Management, Teamwork, Motivated self-starter, Finance, Credit, Banking, Sales, Financial Analysis, Loans, Bilingual, Small Business Lending, Leadership, Efficent, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office
Education
Portland State University - School of Business 2010 — 2014
Bachelor's Degree, Finance
Rivermark Community Credit Union May 2015 - Present
Reliable Credit Association, Inc. March 2011 - Present
Wells Fargo June 2009 - March 2011
Skills
Credit, Loans, Underwriting, Credit Analysis, Banking, Customer Service, Marketing Strategy, Negotiation, Financial Analysis, Finance, Analysis, Leadership
Education
Portland State University - School of Business 2006 — 2010
Bachelor of Business Administration, Finance
National Committee to Preserve Social Security and Medicare August 2013 - Present
Uberated Podcast Network March 2014 - Present
i.d.e.a.l. Magazine Company November 2011 - August 2013
Marriott International June 2010 - August 2013
Prince George's County Public Schools October 2007 - May 2010
Wells Fargo September 2006 - September 2007
Chevy Chase Bank April 2004 - July 2006
Skills
Interviews, Marketing, Training, Blogging, Newsletters, Editing, Leadership, Public Speaking, Creative Writing, Advertising, Community Outreach, Publishing
Education
University of Maryland University College 2009 — 2011
Bachelor of Arts (B.A.), Communication Studies, Journalism
Prince George's Community College 2004 — 2006
Associate of Arts (A.A.), General Studies
First Citizens Bank September 2014 - Present
Tag Team Designs 2012 - Present
Wells Fargo February 2011 - August 2014
SunTrust Bank January 2010 - February 2011
Rogers & Brown 2007 - 2008
Tubetec, American Fittings, AFI International June 2000 - December 2005
Skills
Lines Of Credit, Branch Banking, Import Logistics, Public Speaking, Cross Selling, Home Equity Lines of..., Financial Accounting, Financial Analysis, Small Business Lending, Team Leadership, International Logistics, Intellectually Curious, Loans, Home Equity Loans, Proficient Typing Skills, Foreign Languages, Entrepreneurship, Internet Entrepreneur, Web Sales, Cross-functional Team..., Multi Tasking, Multicultural, Economic Policy, Microsoft Excel, MS Excel Pivot Tables, PowerPoint, Droid, Technology, Sales, Sales Management, Sales Presentations, Cold Calling, Social Networking, Political Consulting, Management Consulting, Consultative Sales..., Consumer Lending, Consumer Behaviour, Account Management, Managerial Economics, Managerial Finance, Project Management, Project Planning, Financial Modeling, Job Coaching, Leadership, Management, Loan Origination, Credit Analysis, Credit
Education
The Citadel 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Presbyterian College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Porter and Chester Institute December 2014 - Present
Wells Fargo May 2013 - December 2014
Post University August 2012 - May 2014
Skills
Time Management, Leadership, Professional Mentoring, Microsoft Office, Data Analysis, Job Search Strategies, Event Planning, Corporate Events, Customer Experience, Expense Reports, Customer Service, Public Speaking, Research, Microsoft Word, Social Media, Microsoft Excel, Teaching, Career Counseling, Higher Education, Career Development, Job Fairs, PowerPoint
Education
Post University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo February 2015 - Present
US Bank Private Client Reserve 2005 - February 2015
Piper Jaffray 2004 - 2005
Piper Jaffray 2002 - 2004
Campbell Mithun 2000 - 2002
Skills
Investment Management, Asset Management, Trust Services, Strategic Planning, Alternative Investments, SMA, International Investing, Writing, Investments, Portfolio Management, Asset Allocation, Wealth Management, Investment Strategies
Education
University of Virginia 1998 — 2001
M.A.
Princeton Theological Seminary 1994 — 1997
M.Div.
Wake Forest University 1989 — 1993
B.A., Magna Cum Laude
Edina High School
COUNTRY Financial® 2014 - Present
E L Williams Wealth Management LLC August 2010 - November 2014
Paulson Investments and Private July 2009 - August 2010
Phillips & Company Wealth Management February 2008 - June 2009
Wells Fargo October 2002 - February 2008
Skills
Investments, Finance, Sales, Life Insurance, Management, Retirement, Public Speaking, Financial Services, Team Building, Social Networking, Insurance, Mortgage Underwriting, Fixed Annuities, Leadership, Relationship Building, Wealth Management, Disability Insurance, Strategic Planning, Investment Strategies, Financial Planning, Mutual Funds, Retirement Planning, Financial Analysis
Education
Portland State University - School of Business 1998 — 2000
B.S., Finance-Law
Blue Mountain Community College 1995 — 1998
A.A., Business Administration
Cypress-Fairbanks ISD March 2015 - Present
Cypress-Fairbanks I.S.D. January 2009 - March 2015
Wells Fargo January 2006 - January 2009
Washington Mutual Bank October 2002 - May 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Strategic Planning, Curriculum Design, Curriculum Development, Event Planning, Higher Education
Education
Concordia University-Portland 2013 — 2016
Doctor of Education (EdD), Educational Administration and Supervision
Texas A&M University 2010 — 2012
Master of Education (MEd), Special Education with BCBA Cerfification
Prairie View A&M University 2008 — 2010
Master of Education (MEd), Educational Administration and Supervision
Texas A&M University 2004 — 2008
Bachelor of Science (BS), Interdisciplinary Studies, minor English
Wells Fargo September 2014 - Present
Accenture March 2014 - August 2014
Accenture October 2012 - February 2014
Accenture November 2011 - October 2012
Accenture August 2011 - November 2011
Skills
Mortgage Banking, Microsoft Office 2007, Loan Origination, Post Closing, Financial Analysis, Capital Markets, Finance, Banking, Financial Risk, Financial Structuring, Retail Banking, Emerging Markets, Relationship Management, Credit Risk, Mortgage Lending, Credit, Microsoft Office
Education
Presbyterian College 2006 — 2011
Bachelor of Arts (B.A.), History
Choice One Insurance, Inc August 2013 - Present
IBEA September 2013 - May 2015
National Vision, Inc. June 2013 - August 2013
American Marketing Association at Portland State University September 2012 - January 2013
FIR Advertising January 2012 - June 2012
Wells Fargo May 2011 - February 2012
Skills
Advertising, Market Research, Russian, Ukrainian, Writing, Social Networking, Social Media Marketing, Marketing Strategy, Social Media, Strategic Planning, Marketing, Marketing Research, Sales, Marketing Communications, Leadership, Email Marketing, Online Marketing, Research, Facebook, Public Relations, Online Advertising, Team Leadership, Microsoft Office
Education
Portland State University - School of Business 2010 — 2012
Bachelor of Arts (B.A.), Marketing
Providence Health & Services February 2014 - Present
Cambia Health Solutions September 2012 - February 2014
Portland Community College August 2011 - September 2012
Legacy Health System September 2008 - January 2011
MBL Group, LLC February 2005 - August 2008
Wells Fargo July 1998 - February 2005
Skills
Compensation, Excel
Education
Portland State University - School of Business 2000 — 2003
Bachelor's of Science, Human Resources
Wells Fargo October 2013 - Present
Columbia State Bank October 2009 - October 2013
Wells Fargo Home Mortgage April 2009 - October 2009
Bank of America Premier Banking July 2005 - February 2009
Banc of America Investments June 2004 - July 2005
Morgan Stanley May 2003 - June 2004
Skills
Loans, Mortgage Lending, Credit, Banking, Commercial Lending, Commercial Banking, Portfolio Management, Credit Analysis, Wealth Management, Small Business Lending, Investments, Consumer Lending, Loan Origination, Finance
Education
University of Portland - Pamplin School of Business 2010 — 2011
Executive Certificate, Financial Planning
Portland State University - School of Business 1999 — 2003
Bachelor of Science, Business Management & Marketing
Wells Fargo January 2015 - Present
University of Virginia School of Law 2007 - Present
Georgetown University Law Center 1996 - Present
U.S. Department of Justice 1988 - January 2015
China University of Political Science and Law July 2014 - July 2014
American Bar Association 2010 - 2011
U.S. Department of the Treasury 1986 - 1988
President's Commission on Organized Crime 1983 - 1986
Cleary Gottlieb Steen & Hamilton LLP 1980 - 1983
Skills
Policy, Fraud, Criminal Law, Enforcement, Corporate Law, Legal Writing, Administrative Law, Litigation, Legal Research, Government, Internal Investigations, Private Investigations, Corporate Governance, Courts, Trial Practice, Mediation, Cybercrime, International Law, Trials, Criminal Justice, Privacy Law, Teaching, Hearings, Civil Litigation, Intellectual Property, Litigation Support, Westlaw, Constitutional Law, White Collar Criminal..., Competition Law, Public Policy, Law Enforcement
Education
University of Virginia Law School 1977 — 1980
J.D., Law
University of Virginia 1976 — 1978
M.A., Government
Princeton University 1970 — 1974
A.B., Public Affairs
Wells Fargo December 2012 - Present
Carrington Mortgage Services June 2012 - November 2012
Promontory Financial Group, LLC December 2011 - May 2012
Bank of America January 2011 - November 2011
Windermere Mortgage Services April 2006 - January 2011
Skills
Refinance, Residential Mortgages, Customer Service, Underwriting, Government Loans, Microsoft Office, Microsoft Word, Business Analysis, FHA financing, Microsoft Excel, Management, Project Management, Change Management, FHA, Financial Analysis, Strategic Planning
Education
Prairie View A&M University
Accounting and Business/Management
BB&T January 2014 - Present
BB&T September 2010 - Present
Wells Fargo March 2002 - October 2010
Wachovia Corporation March 2002 - August 2004
Skills
Stress Testing, Risk Management, Hedging, Asset Allocation, Macroeconomics, Portfolio Management, Capital Markets, Concentration Management, Limit Setting, Team Oriented, Independent Thinker, Concept to Execution, Business Strategy, Loan Pricing, Options
Education
Princeton University
Bachelor of Arts, Economics
The University of Chicago - Booth School of Business
Master of Business Administration, Concentrations in Analytic Finance, Strategic Management, and Entrepreneurship
Wells Fargo April 2010 - Present
Bear Stearns October 2002 - November 2008
JP Morgan Chase & Co. August 2000 - July 2002
Skills
Trading Strategies, Derivatives, Series 7, Bloomberg, Credit, Rates, Fixed Income, Capital Markets, Credit Derivatives
Education
Princeton University 1998 — 2000
M.S.E., Operation Research & Financial Engineering
St. Xavier's College 1995 — 1997
B.Sc., Statistics & Mathematics
Student, Stay at home mom October 2011 - Present
Frontier Communications December 2009 - October 2011
Bank of the West October 2007 - November 2009
Wells Fargo December 2005 - October 2007
Skills
Customer Service, Customer Satisfaction, Customer Relations, Customer Retention, Customer Experience, Dispatching, Dispatchers, Telephone Skills, Telephony, Communication, Internal Communications, Email, Computer Proficiency, Banking, Retail Banking, Retail Sales, Branch Banking, Money Transfers, Reporting & Analysis, Team Leadership, Teamwork, Up-selling, Sales, Direct Sales, Sales Process, Accounting, Account Management, Auditing, Internal Audit
Education
University of Maryland University College 2013 — 2016
Bachelor of Science (B.S.), Accounting
Portland State University 2005 — 2006
Business Administration and Management, General
Horizon Communications Industries April 2014 - Present
Teachscape July 2013 - April 2014
Grio September 2012 - July 2013
Yola.com December 2009 - September 2012
Black Arrow September 2008 - July 2010
Zinio Systems July 2007 - September 2008
Wells Fargo August 2002 - July 2007
Nextdoor NEtworks December 2000 - September 2001
Context Integration 1999 - 2000
Skills
Python, Django, South, Lettuce, Java, JBoss Application Server, MySQL, Apache, PHP, JavaScript, Web Services, Agile Methodologies, Scrum, Hibernate, Web Applications, Spring, Git
Education
Princeton University 1994 — 1999
BA
Wells Fargo December 2013 - Present
Gobee Group 2011 - October 2013
Big Spaceship November 2012 - September 2013
brightspot strategy January 2012 - June 2012
Collectrium December 2011 - March 2012
TheLadders.com January 2009 - October 2011
JPMorganChase June 2007 - January 2009
Wells Fargo April 2005 - June 2007
Riya February 2005 - July 2005
Centrata, Inc. August 2002 - March 2005
Skills
Information Architecture, Data Visualization, Accessibility, Web Standards, Localization, User Experience, Usability Testing, User-centered Design, User Research, User Scenarios, Wireframes, Interaction Design, OmniGraffle, Wire Framing, User Interface Design, Card Sorting, User Experience Design, Usability, Heuristic Evaluation, Usability Engineering, Qualitative Research, Graphic Design, Contextual Inquiry
Education
Pratt Institute 2010 — 2012
MS
University of California, Davis 1994 — 2000
BS
Wells Fargo March 2015 - Present
Wells Fargo Securities October 2010 - March 2015
Wells Fargo Securities August 2006 - June 2010
Wells Fargo September 2005 - July 2006
Skills
Investment Banking, Leveraged Finance, Financial Modeling, Financial Analysis, Credit Analysis, Fixed Income Analysis
Education
Princeton University 2001 — 2005
A.B., Economics
Novato High School 1997 — 2001
Wells Fargo Market Development ConsultantWells Fargo Bank2006 - Present
Education
Portland State University - School of Business 1998 — 2001
University High School 2003 - Present
eBenefits 2001 - 2003
Wells Fargo 1990 - 2000
McKinsey & Company 1984 - 1990
Education
Stanford University Graduate School of Business 1982 — 1984
MBA
Princeton 1975 — 1979
Bachelor of Arts (BA), Economics
Distribution Inc dba FTL April 2007 - Present
YMCA of Columbia-Willamette 2005 - 2007
XO Communications 2000 - 2005
New Edge Networks (now EarthLink Business) 1999 - 2000
Sprint PCS 1997 - 1999
Precision Castparts 1996 - 1997
Wells Fargo 1994 - 1996
Wells Fargo 1993 - 1994
Moss Adams LLP 1991 - 1993
Defense Contract Audit Agency 1989 - 1991
Skills
Program Management, Risk Management, Telecommunications, Leadership, Auditing, Non-profits, Budgets, Managerial Finance, Variance Analysis, Financial Analysis, Revenue Recognition, Financial Reporting, Financial Modeling, Forecasting
Education
Portland State University - School of Business 1993 — 1994
MBA, Finance
Portland State University - School of Business 1988 — 1989
PB Actg, Accounting/Finance
University of Washington 1982 — 1986
BA, International Studies / Russian Language
Confidential July 2013 - Present
Wells Fargo Bank September 2010 - August 2013
Wells Fargo May 2005 - September 2010
Bryan Texas Utilities July 1999 - October 2000
Skills
Banking, Credit, Customer Service, Retail Banking, Loans, Consumer Lending, Cross Selling, Commercial Banking, Customer Satisfaction, Call Centers, Small Business Lending, Relationship Management, Credit Analysis, Process Improvement, Accounts Receivable, Transaction Processing, Notary Public, Event Management, Product Marketing, Visual Merchandising, Non-profit Volunteer
Education
Prairie View A&M University 1997 — 2001
Management Information Systems, General
Bryan High School 1993 — 1997
Virginia Commerce Bank May 2006 - Present
Cardinal Bank February 2004 - May 2006
Wells Fargo January 1992 - January 2004
Skills
Commercial Lending, Remote Deposit Capture, Banking, Small Business Lending, Loans, Commercial Banking, Treasury Management, Product Development, Sales, Account Management, Training, Proposal Writing, Sales Presentations, Fundraising, Credit, Credit Analysis, Portfolio Management, Cash Management, Retail Banking, Business Development, Management, Financial Services, Finance
Education
American Institute of Banking 1989 — 1991
Prince George's Community College 1986 — 1988
Wells Fargo November 2009 - Present
Town and Country Mortgage October 2008 - February 2010
Summit Funding Group February 2007 - October 2008
Education
Portland State University - School of Business 1998 — 2000
Bachelor of Science, Marketing
Home Federal Savings Bank August 2015 - Present
Albee Rentals May 2011 - Present
Albee Property Maintenance March 2002 - Present
Wells Fargo December 2009 - July 2015
Skills
Banking, Investments, Credit, Customer Service, Strategic Financial..., Strategic Planning, Financial Analysis, Coaching, Insurance, Public Speaking, Sales, Microsoft Office, Management, Team Building, Leadership, Leadership Development
Education
Purdue University - Krannert School of Management 2014 — 2016
Master of Business Administration (MBA), Leadership
Presentation College 2006 — 2008
Bachelor's, Business Management
Umpqua Bank July 2005 - August 2008
First Tennessee Bank/ First Horizon Bank June 2002 - June 2005
PacifiCorp 2001 - 2002
Bonneville Power 2000 - 2001
Wells Fargo 1997 - 2000
Skills
Commercial Banking, Financial Statement..., •Extensive knowledge..., •Real Estate Developer..., Banking, Loans, Credit, Credit Analysis, Commercial Lending, Retail Banking, Small Business Lending, Credit Risk, Mortgage Lending, Portfolio Management, Consumer Lending, Cross Selling, Relationship Management, Financial Analysis, Risk Management, Cash Management, Underwriting, Trade Finance, Loan Origination, Financial Risk
Education
Portland State University - School of Business 1996 — 2000
Bachelor of Arts (B.A.), Finance, General
SG Americas Securities, LLC 1994 - Present
Access Worldwide Communications 2009 - 2012
SG 1994 - 2009
Societe Generale 1994 - 2009
Wells Fargo Bank August 1990 - August 1994
Manufacturers Hanover Trust February 1987 - August 1994
Wells Fargo 1990 - 1994
Manufacturers Hanover 1986 - 1990
Education
New York University, Stern School of Business 1985 — 1987
MBA, Finance
Princeton University 1980 — 1984
BA, Economics
Wells Fargo December 2013 - Present
Wells Fargo Bank September 2007 - November 2013
Skills
AML, Risk Management, USA PATRIOT Act, Bank Secrecy Act, Financial Risk, Leadership, Banking, Financial Analysis, Financial Services, Fraud, Microsoft Office, Analysis, Due Diligence, Anti Money Laundering
Education
Portland State University - School of Business 2002 — 2008
B.A., FINANCE
Washington Federal Bank August 2015 - Present
Wells Fargo May 2015 - September 2015
Assurant Solutions January 2014 - January 2015
Umpqua Bank June 2007 - October 2012
Bank Of America May 2006 - May 2007
U.S. Cellular June 2004 - September 2005
Musicians Friend February 2002 - February 2004
Musicians Friend February 2002 - February 2004
Community Works February 2002 - February 2004
Fred Meyer January 1996 - January 2002
Skills
Customer Service, Customer Satisfaction, Supervisory Skills, Excel, Microsoft Office, Banking, Accounting, Business Intelligence, Spreadsheets, ADP, ATM, Balance, Payroll Processing, UPS, Cpr Certified, Coaching, Non-profits, Quality Assurance, Outlook, Scheduling, Customer Relations, Problem Solving, Credit, Word, Retail, Account Management, Compliance, PowerPoint, Access, Inventory Management, Team Building, Mentoring, Planning, Microsoft Word, Project Planning, Microsoft Excel, UPS systems, Leadership, Training, Payroll, Call Centers, Leadership Development, Employee Training, Customer Retention, Employee Relations, Interviews, ADP Payroll, ATM networks
Education
Portland State University 2015 — 2017
Bachelor's degree, Criminal Justice and Corrections
Linn-Benton Community College 2012 — 2015
Associate of Arts and Sciences (AAS), Criminal Justice and Corrections
Office Automation, Oregon Institute of Technology 1990 — 1991
Aquaback Technologies August 2013 - Present
Mitchell Machine Works March 2012 - August 2013
Aristotle Associates December 2010 - March 2012
Wells Fargo 2010 - 2012
USPTO October 2007 - March 2009
Mitchell Machine Works May 2007 - October 2007
Princeton University June 2005 - April 2007
Skills
Analysis, Project Management, Financial Analysis, Microsoft Excel, Business Analysis, Process Improvement, PowerPoint, Engineering, Research, Business Strategy, Strategic Planning, GD&T, PDM, SolidWorks
Education
Princeton University 2003 — 2007
B.S.E., Mechanical and Aerospace Engineering
Wells Fargo August 1997 - Present
Central Fidelity Bank July 1996 - August 1997
Wachovia Bank June 1993 - July 1996
Skills
Loans, Banking, Credit, Mortgage Lending, Credit Analysis, Portfolio Management, Small Business Lending, Underwriting, Investments, Loan Origination, Risk Management
Education
Presbyterian College 1989 — 1993
BS, Business
Wells Fargo February 2014 - Present
Paul Hastings February 2012 - January 2014
O'Melveny and Myers December 2009 - March 2012
U.S. District Court, District of Maryland (Baltimore) 2008 - 2009
Skills
Commercial Litigation, Litigation
Education
University of Virginia School of Law 2005 — 2008
J.D.
Princeton University 2000 — 2004
A.B., English
Umpqua Bank May 2015 - Present
CU Business Group March 2010 - May 2015
Columbia River Bank July 2008 - June 2009
Wells Fargo January 2007 - July 2008
Textron Financial April 2006 - November 2006
Skills
Credit Analysis, Business Loans, Underwriting, Loans, Small Business Lending, Commercial Lending, Commercial Banking, Commercial Mortgages, Asset Based Lending, Credit Risk, Credit, Banking, Portfolio Management, Financial Risk, Lines Of Credit, Financial Analysis, Risk Management, Finance, Loan Origination, Loan Servicing
Education
Willamette University MBA 2015 — 2017
Portland State University 2007 — 2009
BA, Finance
University of Puget Sound 2001 — 2005
BA, Communication Studies
Wells Fargo February 2012 - Present
C for Chiropractic January 2011 - June 2013
Skills
Public Relations, Marketing Communications, Social Media Marketing, Event Planning, Marketing, Advertising, Event Management, Social Media, Marketing Strategy, Press Releases, Leadership, Media Relations, Customer Service, Social Networking, Sales
Education
Portland State University 2006 — 2008
BA, Communication Studies
FDIC May 2009 - Present
JPMorgan Chase 2004 - January 2008
Wells Fargo January 2001 - January 2004
Summit Bank 1990 - 2000
Fidelity Bank 1980 - 1985
Skills
Banking, Credit, Liquidity Risk, Loans, Mergers, Commercial Lending, Commercial Banking, Financial Analysis, Credit Analysis, Strategic Financial..., Financial Risk, Operational Risk, Risk Management, Enterprise Risk..., Capital Markets, Strategic Planning, Spreadsheets, Financial Modeling, Market Risk, Due Diligence, Asset Management, Securities, Portfolio Management, Alternative Investments, Credit Risk, Investments, Insurance, Fixed Income, Business Planning, Hedge Funds, Cash Management, Financial Accounting, Private Equity, Underwriting, Mergers & Acquisitions, Treasury Management
Education
University of Central Florida - College of Business Administration 2008 — 2008
Accounting
Rutgers, The State University of New Jersey-Newark 1979 — 1981
MBA, Finance, Accounting
Princeton University 1972 — 1976
BA, Economics
JMV Associates Inc. April 2009 - Present
Wells Fargo January 2005 - April 2006
Wells Fargo Home Loans January 2005 - April 2006
Ameriquest Mortgage January 1998 - December 2004
Ameriquest Mortgage January 1998 - January 2004
Education
Prairie View A&M University 1978 — 1983
BBA, Accounting/Marketing
Prairie View A & M University
B.S, Accounting
The Equitable Bank January 2012 - Present
McMaster Savings & Credit Union Limited May 2008 - December 2011
Wells Fargo March 2006 - May 2008
TD Canada Trust September 2003 - February 2006
Guardian Leasing 1996 - 1999
Skills
Risk Management, AML Audit & Compliance, Financial Analysis, Internal Audit, Auditing, Loans, Credit Risk, AML, Mortgage Lending, Internal Controls, Finance, Management, Banking, Credit, Financial Risk, Strategic Planning, Quality Auditing, Team Leadership, Process Improvement, Team Building, Corporate Finance, Financial Modeling
Education
Preston University 1999 — 2001
MBA, Finance
Sage Software Quality Assurance EngineerSage2012 - Present
Wells Fargo January 2002 - January 2005
Skills
CRM, Software Implementation, Management, Enterprise Software, Sage, Process Improvement, Financial Analysis, Leadership, Salesforce.com, Account Management, SQL, Project Management, Business Intelligence, Team Leadership, Customer Service, Crystal Reports, Sales Process, Accounting, Sales, Microsoft Office, Microsoft Excel
Education
Portland State University - School of Business 2012 — 2015
Master of Business Administration (MBA)
1st Security Bank of Washington 2014 - Present
Wells Fargo February 2013 - October 2014
Wells Fargo November 2011 - February 2013
Wells Fargo Bank August 2009 - November 2011
Wells Fargo Bank December 2008 - August 2009
Wells Fargo Bank 2004 - 2006
A.G. Edwards & Sons, Inc. October 2002 - December 2004
Skills
Banking, Credit, Loans, Compliance, Deposits, Retail Banking, Cross Selling, Customer Service, Hiring, Customer Relations, Sales Management, Small Business, Coaching, Team Building, Process Improvement, Commercial Lending, Management, Sales, Leadership, Consumer Lending, Mortgage Lending, Loan Origination, Finance, Small Business Lending, Microsoft Office, Credit Analysis, Commercial Banking, Mortgage Banking, Marketing
Education
Portland State University - School of Business 2002 — 2007
Business Administration, Finance
Landmark Professional Mortgage Company February 2015 - Present
Wells Fargo April 2014 - January 2015
Wells Fargo Home Mortgage April 2012 - April 2014
Wells Fargo Home Mortgage September 2006 - April 2012
Washington Federal March 1997 - September 2006
Skills
Credit, Loans, Banking, Renovation, Commercial Banking, Mortgage Lending, Credit Analysis, Consumer Lending, USDA, Short Sales, Investment Properties, First Time Home Buyers, FHA, Refinance, VA Loans, Real Estate, REO, Foreclosures, HUD, Sales, Single Family Homes, Loan Origination, Investors, Sellers, Mortgage Banking, Referrals, Residential Homes, Residential Mortgages, Relocation, Finance, Real Estate Transactions, New Home Sales, Customer Service, FHA Financing, Condos, Management, Real Estate Financing, Construction Loans, Government Loans, Investments, Home Equity Loans, Retail Banking, Negotiation, Marketing, Sales Management, Team Building, Leadership
Education
Portland State University - School of Business 1981 — 1984
Clear Point Claims January 2014 - Present
Wells Fargo October 2012 - May 2013
Suntrust Bank July 2011 - September 2012
Navy Federal Credit Union November 2010 - June 2011
Skills
Banking, Sales, Marketing, Administration, Customer Service, Claims Management, Team Building, Liability, Commercial Insurance, Insurance, Leadership, Risk Management, Casualty Insurance, Property & Casualty...
Education
Presbyterian College 2004 — 2008
Bachelor's Degree, Business Administration
York Comprehensive High School 2000 — 2004
Wells Fargo September 2012 - Present
First Citizens Bancorporation June 2003 - September 2012
Skills
Loans, Small Business Lending, Banking, Credit, Consumer Lending, Mortgage Lending, Credit Analysis, Commercial Banking, Portfolio Management, Loan Origination, Mortgage Banking, Strategic Financial..., Investments, Underwriting
Education
Presbyterian College 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Accounting
Richland Northeast
Dallas Independent School District August 2005 - Present
Dallas Independent School District August 1997 - May 2005
Wells Fargo June 1992 - August 1996
Skills
Teaching, Lesson Planning, Curriculum Design, Educational Leadership, Curriculum Development, Organization of..., College Education..., Career Path Planning, Admissions Counseling, Youth At Risk, Teacher Mentoring, Parent-Teacher..., Classroom Management, Classroom, Educational Technology, Higher Education, Instructional Design, K-12, Public Speaking, Staff Development, Teacher Training, Tutoring
Education
Prairie View A&M University 2003 — 2005
Masters, Masters of Arts in Counseling
The University of Texas at Arlington 1993 — 1996
Bachelor of Arts (BA), English Language and Literature/Letters
Mountain View College 1991 — 1993
Associate of Arts and Sciences (AAS)
Marin County Recorders Assessors office December 2008 - Present
Swennesworks May 1975 - Present
Longs Drugs August 2000 - August 2005
Wells Fargo December 1998 - December 2000
Farella Braun + Martel LLP June 1990 - October 1995
Western International Media Corp/US Yellow Pages July 1986 - December 1990
Education
University of California, Irvine 1978 — 1980
Drama, Drama and Creative Writing
Pratt Institute 1976 — 1978
Theatre Arts
Wells Fargo April 2014 - Present
Wells Fargo September 2011 - April 2014
Wells Fargo October 2007 - September 2011
Wells Fargo Bank August 2002 - October 2007
Wells Fargo January 1998 - August 2001
Skills
SQL, Financial Modeling, Banking, Corporate Finance, Strategic Financial..., Access, Financial Analysis, Essbase, Analytics, Business Analysis, Finance, Portfolio Management
Education
Seattle University
Master of Business Administration (M.B.A.)
Portland State University - School of Business 1997 — 2000
Bachelor of Science (B.S.), Finance
Southern States Bank December 2014 - Present
Wells Fargo Advisors, LLC March 2013 - December 2014
Wells Fargo Bank, N.A. August 2010 - March 2013
Wells Fargo May 2010 - August 2010
Education
Presbyterian College 2006 — 2010
Bachelor of Arts, English and Business Management
Brookstone School
Webtrends November 2012 - Present
Wells Fargo February 2012 - February 2012
Sage Software/Accountemps October 2011 - December 2011
Mettler-Toledo Inc May 1999 - October 2010
Phillips & Morris Scale May 1999 - April 2002
Sunstar Acceptance 1996 - 1998
Benj. Franklin Savings and Loan 1982 - 1994
Skills
Accounting, Auditing, Budgets, Accounts Payable, Cash Flow, Invoicing, Credit, General Ledger, Sales, Small Business, Management, Accounts Receivable, Mergers & Acquisitions, SAP
Education
Portland State University - School of Business 1978 — 1981
None, Business Administraction
The Boldt Company October 2013 - Present
Macy's September 2007 - September 2013
Solid Source Realty April 2004 - December 2007
McKesson July 2007 - September 2007
Inktomi Corporation December 1999 - January 2003
Bank of America September 1999 - December 1999
Pacific Gas and Electric Company July 1998 - July 1999
Wells Fargo April 1996 - April 1998
Northrop Grumman Corporation July 1981 - August 1988
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, vPlanner PlanGrid..., Project Planning, Troubleshooting, Project Management, Integration, Human Resources, Telecommunications, Analysis, Customer Service, Quality Assurance, Team Building
Education
Prairie View A&M University 1977 — 1981
Bachelor's Degree, Industrial Technology/Technician-Electronics, 3.8
CCSF
Wafra Alternative Investments July 2015 - Present
Wells Fargo May 2013 - June 2015
Deutsche Bank Securities November 2011 - April 2013
Chesapeake Corporate Advisors 2009 - 2010
Skills
Investment Banking, Management Consulting, Financial Modeling, Valuation, Corporate Finance, Credit Analysis, Strategy, Business Strategy, Mergers & Acquisitions, LBO
Education
Princeton University 2005 — 2009
BA, History
Bank of America Merrill Lynch August 1996 - Present
Wells Fargo 1994 - 1996
Skills
Portfolio Management, Loans, Underwriting, Financial Modeling, Insurance, Real Estate Economics, Due Diligence, Asset Managment, Mortgage Lending, Commercial Lending, Investments, Capital Markets, Credit, Commercial Banking, Negotiation, Small Business Lending, Banking, Asset Management, Credit Analysis, Credit Risk, Finance
Education
Prairie View A&M University 1991 — 1994
Bachelor's, Economics
Wells Fargo 2012 - Present
Payless ShoeSource 2011 - March 2012
Skills
Public Speaking, Team Building, Coaching, Strategic Planning, Management, Negotiation
Education
Prince George's Community College 2010 — 2014
Associate of Arts and Sciences (A.A.S.), Business and Personal/Financial Services Marketing Operations
University of Maryland College Park
Comcast Spotlight November 2014 - Present
KGW Media Group December 2013 - November 2014
Johnstone Supply July 2012 - December 2013
Meredith September 2010 - April 2012
Wells Fargo September 2007 - September 2010
Gap Inc December 2005 - September 2007
Sodexho August 2003 - September 2005
Skills
Market Research, Marketing Strategy, Marketing Communications, Advertising Research, Media Planning, Media Buying, Communication Skills, Market Analysis, Business Analysis, Brand Awareness, Sales Presentations, Sales, Finance, Retail Banking, Advertising Management
Education
Portland State University - School of Business 2005 — 2010
Bachelors of Science, Marketing and Advertising Management
Silicon Valley Bank December 2000 - Present
Wells Fargo May 1989 - December 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
John H Reagan High School 1979 — 1982
Prairie View A&M University
Elementary Education and Teaching
Wells Fargo January 2012 - Present
NAVSUP Logistics 2008 - 2010
Centers for Medicare & Medicaid Services 2001 - 2006
Education
Post University 2012 — 2014
SUNY Oneonta
Wells Fargo May 2014 - Present
Deutsche Bank 2009 - May 2014
Morgan Stanley January 2004 - June 2009
Skills
Trading, Equities, Capital Markets, Investments, Financial Services, Bloomberg, Hedge Funds, Financial Modeling, Valuation
Education
Princeton University 1999 — 2003
Bachelor of Arts (BA), Psychology
Wells Fargo December 2011 - May 2013
Bank of America September 2009 - September 2010
Prairie View A&M University January 2006 - May 2009
Prairie View A&M University January 2006 - May 2009
Skills
Cell Culture, Laboratory, Troubleshooting, Networking
Education
Prairie View A&M University 2002 — 2009
Bachelor's degree, Biology/Biological Sciences, Chemistry
ACS Xerox May 2009 - April 2010
Wells Fargo Bank February 1999 - July 2006
Wells Fargo July 2004 - March 2006
Speeds Road One Towing September 1996 - November 1998
Skills
Customer Service, Call Center, Customer Satisfaction, Team Leadership, Sales, Customer Retention, Training, Time Management, Team Building, Outlook, Inventory Management, Customer Experience, Data Entry, Employee Training, Call Centers
Education
Prairie View A&M University 1985 — 1990
Bachelor's Degree, Marketing
Wells Fargo February 2011 - Present
Education
Portland State University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
TD Bank Group September 2010 - Present
Wells Fargo April 2009 - September 2010
Olympia Capital Markets Group May 2007 - April 2009
Wachovia Bank April 2004 - May 2007
Skills
RMA Commercial Credit..., Small Business Lending, Relationship Management, Banking, Commercial Lending, Salesforce.com, New Business Development, Portfolio Management, Sales, Remote Deposit Capture, ACH, Lines Of Credit, Commercial Real Estate, Series 63, Commercial Banking, Wealth Management, Mutual Funds, Small Business, Consumer Lending, Loans
Education
Post University
Bachelor of Business Administration (BBA), Management
Wells Fargo February 2005 - February 2011
Skills
Loans, Credit, Banking
Education
The University of Texas at Arlington 2012 — 2015
Prairie View A&M University 2001 — 2002
Bank of the West July 2014 - Present
Wells Fargo February 2013 - June 2014
Wells Fargo January 2011 - February 2013
Skills
Series 7, Series 66, Wealth Management, Loans, Credit, Securities, Consumer Lending, Retirement Planning, Investments, Asset Allocation, Banking, Strategic Financial..., Mutual Funds, Series 63, Uniform Combined State...
Education
Portland State University
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo
Skills
Commercial Banking, Commercial Lending, Banking, Loans, Credit, Finance, Strategic Planning, Credit Analysis, Portfolio Management, Consumer Lending, Financial Analysis, Program Management
Education
Portland State University - School of Business
MBA
Wells Fargo October 2013 - Present
Charles Schwab 2011 - 2013
MSCI Barra 2008 - 2011
Logan Circle Partners 2007 - 2008
Delaware Investments 2004 - 2007
Education
Princeton University 2000 — 2004
AB, Psychology
William Penn Charter School
Wells Fargo February 2011 - Present
Education
Portland State University 2008 — 2012
Bachelor's Degree, Accounting and Finance
Wells Fargo April 2011 - July 2014
SunTrust Home Mortgage April 2005 - December 2011
Skills
Mortgage Lending, Banking, Credit, Finance, Investments, Mortgage Banking, Refinance, Credit Analysis, Loan Origination, Loans
Education
Prince George's Community College
Business Administration and Management, General