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
Craig Webber Craig Webber's Wells Fargo Experience 2008 - 2011
Job Collections Manager, AFS Technologies, Phoenix, AZ
Industry Financial Services
Experience
AFS Technologies, Inc. October 2014 - Present
Starwood Hotels & Resorts Worldwide Inc January 2014 - October 2014
Ports America 2011 - 2013
Wells Fargo 2008 - 2011
Countrywide Bank 2007 - 2007
Fiserv Credstar 2005 - 2007
Wells Fargo 2002 - 2005
Wells Fargo 2001 - 2002
Green Tree Servicing 1999 - 2001
Emerald Health Network Holdings Inc 1997 - 1999
Skills
Accounts Receivable, Marine Transportation, Financial Investigation, Financial Industry, Vendor Management, B2B, Business Strategy, Operational Efficiency, Training, New Business Development, Leadership, Marine Survey, Medical Billing, Medical Collections, Expert Witness, Barter Broker, Sales Growth, Graphic Design, AS400 system, Great Plains Software, LexisNexis, Oracle, QuickBooks, TSYS 1&2, Lotus Notes, Microsoft Office 2007, Cross-functional Team..., Finance, Call Centers, Management, Banking, Financial Services, Customer Service, Microsoft Office
Education
University of Phoenix 2000 — 2000
Marketing/Marketing Management, General
Queensborough Community College 1983 — 1985
Accounting and Marketing
AFS Technologies, Inc. October 2014 - Present
Starwood Hotels & Resorts Worldwide Inc January 2014 - October 2014
Ports America 2011 - 2013
Wells Fargo 2008 - 2011
Countrywide Bank 2007 - 2007
Fiserv Credstar 2005 - 2007
Wells Fargo 2002 - 2005
Wells Fargo 2001 - 2002
Green Tree Servicing 1999 - 2001
Emerald Health Network Holdings Inc 1997 - 1999
Skills
Accounts Receivable, Marine Transportation, Financial Investigation, Financial Industry, Vendor Management, B2B, Business Strategy, Operational Efficiency, Training, New Business Development, Leadership, Marine Survey, Medical Billing, Medical Collections, Expert Witness, Barter Broker, Sales Growth, Graphic Design, AS400 system, Great Plains Software, LexisNexis, Oracle, QuickBooks, TSYS 1&2, Lotus Notes, Microsoft Office 2007, Cross-functional Team..., Finance, Call Centers, Management, Banking, Financial Services, Customer Service, Microsoft Office
Education
University of Phoenix 2000 — 2000
Marketing/Marketing Management, General
Queensborough Community College 1983 — 1985
Accounting and Marketing
Cameron Uher Cameron Uher's Wells Fargo Experience November 2014 - Present
Job Market Development Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Wells Fargo August 2010 - October 2014
Wells Fargo June 2005 - August 2010
Wells Fargo June 2002 - June 2005
Wells Fargo June 2000 - May 2002
Skills
Commercial Banking, Corporate Finance, Loans, Sales, Credit, Relationship Management, Commercial Lending, Credit Analysis, Small Business Lending, Retail Banking, Banking, Credit Risk, Loan Origination, Consumer Lending, Mortgage Lending
Education
Queens University of Charlotte 2003 — 2005
Master of Business Administration (MBA), Marketing
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo November 2014 - Present
Wells Fargo August 2010 - October 2014
Wells Fargo June 2005 - August 2010
Wells Fargo June 2002 - June 2005
Wells Fargo June 2000 - May 2002
Skills
Commercial Banking, Corporate Finance, Loans, Sales, Credit, Relationship Management, Commercial Lending, Credit Analysis, Small Business Lending, Retail Banking, Banking, Credit Risk, Loan Origination, Consumer Lending, Mortgage Lending
Education
Queens University of Charlotte 2003 — 2005
Master of Business Administration (MBA), Marketing
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
John Schwert John Schwert's Wells Fargo Experience January 2000 - July 2004
Job Producer & Director at Fourth Ward Productions
Industry Motion Pictures and Film
Experience
Fourth Ward Productions January 2004 - Present
Wells Fargo January 2000 - July 2004
Bank of America January 1998 - January 2000
Skills
Writer, Producer &..., Microsoft Office, Directing, Film Production, Video Production, Social Media, Marketing, Creative Direction, Final Cut Pro, Loans, Project Management, Film, Television, Banking, Advertising, Event Management, Financial Services, Post Production, Editing, Asset Managment, Strategic Planning, Marketing Strategy, Management, Business Development, Production Managment, Customer Service, Budgets, Producing
Education
Queens University of Charlotte 2000 — 2004
Master of Business Administration (MBA), Marketing/Marketing Management, General
Saint John Fisher College 1993 — 1997
Bachelor of Science (BS), Business Management & Marketing
Fourth Ward Productions January 2004 - Present
Wells Fargo January 2000 - July 2004
Bank of America January 1998 - January 2000
Skills
Writer, Producer &..., Microsoft Office, Directing, Film Production, Video Production, Social Media, Marketing, Creative Direction, Final Cut Pro, Loans, Project Management, Film, Television, Banking, Advertising, Event Management, Financial Services, Post Production, Editing, Asset Managment, Strategic Planning, Marketing Strategy, Management, Business Development, Production Managment, Customer Service, Budgets, Producing
Education
Queens University of Charlotte 2000 — 2004
Master of Business Administration (MBA), Marketing/Marketing Management, General
Saint John Fisher College 1993 — 1997
Bachelor of Science (BS), Business Management & Marketing
Abby Ridenhour Abby Ridenhour's Wells Fargo Experience September 2012 - Present
Job Executive Assistant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2012 - Present
Wells Fargo September 2012 - Present
Wells Fargo May 2011 - September 2012
Wachovia / Wells Fargo December 2005 - May 2011
Wachovia September 2003 - December 2005
Skills
Accounts Payable, Retirement, Microsoft Excel, Event Planning
Education
Queens University of Charlotte 1998 — 2001
Wells Fargo September 2012 - Present
Wells Fargo September 2012 - Present
Wells Fargo May 2011 - September 2012
Wachovia / Wells Fargo December 2005 - May 2011
Wachovia September 2003 - December 2005
Skills
Accounts Payable, Retirement, Microsoft Excel, Event Planning
Education
Queens University of Charlotte 1998 — 2001
Katie Brever Katie Brever's Wells Fargo Experience September 2004 - December 2005
Job Vice President at Hirenomics Financial Services
Industry Financial Services
Experience
Hirenomics January 2013 - Present
G.F. Parish Group August 2011 - January 2013
Harris Associates, L. P. December 2007 - August 2011
Harris Associates L.P. December 2005 - December 2007
Wells Fargo September 2004 - December 2005
Wells Fargo May 2004 - September 2004
Skills
Investments, Portfolio Management, Equities, Bloomberg, Mutual Funds, Asset Managment, Asset Allocation, Risk Management, Investment Strategies, Financial Recruiting
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2009
MBA, RIsk Management & International Business
University of Minnesota Duluth 2000 — 2004
BBA, Finance
Hirenomics January 2013 - Present
G.F. Parish Group August 2011 - January 2013
Harris Associates, L. P. December 2007 - August 2011
Harris Associates L.P. December 2005 - December 2007
Wells Fargo September 2004 - December 2005
Wells Fargo May 2004 - September 2004
Skills
Investments, Portfolio Management, Equities, Bloomberg, Mutual Funds, Asset Managment, Asset Allocation, Risk Management, Investment Strategies, Financial Recruiting
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2009
MBA, RIsk Management & International Business
University of Minnesota Duluth 2000 — 2004
BBA, Finance
Jim Sturgeon Jim Sturgeon's Wells Fargo Experience 2012 - Present
Job Vice President at Wells Fargo Bank, N.A
Industry Banking
Experience
Wells Fargo 2012 - Present
JP Morgan Chase 2009 - 2012
Countrywide Bank 2004 - 2009
Wells Fargo 2002 - 2004
Southern Wine & Spirits of California 1999 - 2001
Jordan Middle School 1997 - 1999
Skills
Credit, Commercial Banking, Commercial Lending, Cash Management, Relationship Management, Deposits, Lines Of Credit, Asset Based Lending, Treasury Management
Education
Loyola University of Chicago - Graduate School of Business
MBA
University of Southern California
BA
Wells Fargo 2012 - Present
JP Morgan Chase 2009 - 2012
Countrywide Bank 2004 - 2009
Wells Fargo 2002 - 2004
Southern Wine & Spirits of California 1999 - 2001
Jordan Middle School 1997 - 1999
Skills
Credit, Commercial Banking, Commercial Lending, Cash Management, Relationship Management, Deposits, Lines Of Credit, Asset Based Lending, Treasury Management
Education
Loyola University of Chicago - Graduate School of Business
MBA
University of Southern California
BA
Valice Watters Valice Watters's Wells Fargo Experience July 2013 - Present
Job Wealth Planning Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo December 2011 - June 2013
Wachovia, A Wells Fargo Company January 2000 - June 2011
Skills
WFCCP
Education
Queens University of Charlotte 2009 — 2011
Financial Planning Certification Program
University of North Carolina at Charlotte - Belk College of Business
B.S., Finance
Wells Fargo July 2013 - Present
Wells Fargo December 2011 - June 2013
Wachovia, A Wells Fargo Company January 2000 - June 2011
Skills
WFCCP
Education
Queens University of Charlotte 2009 — 2011
Financial Planning Certification Program
University of North Carolina at Charlotte - Belk College of Business
B.S., Finance
Carrie Bechtold Carrie Bechtold's Wells Fargo Experience August 2014 - Present
Job Senior Counsel at Wells Fargo
Industry Law Practice
Experience
Wells Fargo August 2014 - Present
Bryan Cave April 2010 - August 2014
Husch Blackwell 2008 - 2010
Blackwell Sanders LLP 1998 - 2007
Skills
Civil Litigation, Arbitration, Commercial Litigation, Legal Research, Legal Writing, Litigation, Litigation Support, Mediation
Education
Southern Illinois University, Carbondale
Juris Doctorate, Magna Cum Laude
Quincy University
Bachelor of Science (BS), Criminal Justice, Magna Cum Laude
Wells Fargo August 2014 - Present
Bryan Cave April 2010 - August 2014
Husch Blackwell 2008 - 2010
Blackwell Sanders LLP 1998 - 2007
Skills
Civil Litigation, Arbitration, Commercial Litigation, Legal Research, Legal Writing, Litigation, Litigation Support, Mediation
Education
Southern Illinois University, Carbondale
Juris Doctorate, Magna Cum Laude
Quincy University
Bachelor of Science (BS), Criminal Justice, Magna Cum Laude
Eryka Williams Eryka Williams's Wells Fargo Experience April 2010 - February 2012
Job Executive Assistant at Creative Business Management
Industry Management Consulting
Experience
Creative Business Management February 2013 - Present
JetBlue Airways January 2012 - August 2012
Wells Fargo April 2010 - February 2012
Skills
Customer Service, Microsoft Excel, Interviews, Knowledge Management, Microsoft Office, Microsoft Word, Social Media, Magazines, Social Networking, Networking, Network Administration, Office Management, Office Administration, PowerPoint, Research, Typing, Strong Office and..., Fluent in Spanish
Education
Queensborough Community College 2009 — 2013
Associate of Social and Human Service Assistant, Social and Human Service Assistant
Creative Business Management February 2013 - Present
JetBlue Airways January 2012 - August 2012
Wells Fargo April 2010 - February 2012
Skills
Customer Service, Microsoft Excel, Interviews, Knowledge Management, Microsoft Office, Microsoft Word, Social Media, Magazines, Social Networking, Networking, Network Administration, Office Management, Office Administration, PowerPoint, Research, Typing, Strong Office and..., Fluent in Spanish
Education
Queensborough Community College 2009 — 2013
Associate of Social and Human Service Assistant, Social and Human Service Assistant
Laurie Abrams Laurie Abrams's Wells Fargo Experience April 2012 - November 2014
Job
Industry Banking
Experience
Wells Fargo April 2012 - November 2014
Olive Garden March 2008 - March 2011
Pool School Plus September 2002 - May 2007
TV News Sales Co November 1982 - May 2002
Skills
Management, Accounting, Invoicing, Microsoft Office, Microsoft Word, Customer Service
Education
Biztech 2011 — 2011
Certificate Of Completion, Microsoft, Medical Admin. Asst.
Quincy College 1982 — 1984
Associate's degree, Business, Management, Marketing, and Related Support Services
Wells Fargo April 2012 - November 2014
Olive Garden March 2008 - March 2011
Pool School Plus September 2002 - May 2007
TV News Sales Co November 1982 - May 2002
Skills
Management, Accounting, Invoicing, Microsoft Office, Microsoft Word, Customer Service
Education
Biztech 2011 — 2011
Certificate Of Completion, Microsoft, Medical Admin. Asst.
Quincy College 1982 — 1984
Associate's degree, Business, Management, Marketing, and Related Support Services
Annick Moore Annick Moore's Wells Fargo Experience January 2015 - Present
Job Consumer Loan Underwriter VA Portfolio Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo February 2013 - December 2014
300 East Restaurant September 2007 - April 2013
Carolinas Healthcare System April 2012 - November 2012
Russ Communications October 2010 - May 2011
Candescence Marketing Strategy October 2007 - March 2008
Sephora December 2003 - December 2007
Wachovia Bank May 2007 - July 2007
Skills
Cosmetics, Editing, Customer Service, Microsoft Office, Event Planning, Social Media, Public Relations, PowerPoint, Microsoft Word, Advertising, Photography, Social Media Marketing, Microsoft Excel
Education
Queens University of Charlotte 2005 — 2009
Bachelor of Arts, Corporate Communication and Psychology
Queens University of Charlotte
Bachelor of Arts, Corporate Communication and Psychology
Wells Fargo January 2015 - Present
Wells Fargo February 2013 - December 2014
300 East Restaurant September 2007 - April 2013
Carolinas Healthcare System April 2012 - November 2012
Russ Communications October 2010 - May 2011
Candescence Marketing Strategy October 2007 - March 2008
Sephora December 2003 - December 2007
Wachovia Bank May 2007 - July 2007
Skills
Cosmetics, Editing, Customer Service, Microsoft Office, Event Planning, Social Media, Public Relations, PowerPoint, Microsoft Word, Advertising, Photography, Social Media Marketing, Microsoft Excel
Education
Queens University of Charlotte 2005 — 2009
Bachelor of Arts, Corporate Communication and Psychology
Queens University of Charlotte
Bachelor of Arts, Corporate Communication and Psychology
Jack Samuels Jack Samuels's Wells Fargo Experience May 2013 - September 2013
Job Cash Forecast / Investment Services Analyst at Ehlers Investment Partners
Industry Financial Services
Experience
Ehlers Investment Partners December 2014 - Present
Ehlers June 2014 - November 2014
Wells Fargo May 2013 - September 2013
Menards May 2012 - September 2012
Skills
Banking, Financial Analysis, Economics, Credit, Microsoft Excel, Teamwork, Financial Modeling, Finance, Loans, Microsoft Word, Spanish, Access, Analysis, PowerPoint, Customer Service, Disclosure, Time Management, Financial Statements, Accounting, MS Excel Pivot Tables, Bloomberg Terminal
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor’s Degree, Finance, General
Queensland University of Technology 2014 — 2014
Finance, General
Northfield High School
Northfield High School
Northfield High School
Ehlers Investment Partners December 2014 - Present
Ehlers June 2014 - November 2014
Wells Fargo May 2013 - September 2013
Menards May 2012 - September 2012
Skills
Banking, Financial Analysis, Economics, Credit, Microsoft Excel, Teamwork, Financial Modeling, Finance, Loans, Microsoft Word, Spanish, Access, Analysis, PowerPoint, Customer Service, Disclosure, Time Management, Financial Statements, Accounting, MS Excel Pivot Tables, Bloomberg Terminal
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor’s Degree, Finance, General
Queensland University of Technology 2014 — 2014
Finance, General
Northfield High School
Northfield High School
Northfield High School
Kathryn Stone Kathryn Stone's Wells Fargo Experience June 2004 - September 2009
Job Analytics, Business Intelligence, Data Engineering, Data Warehousing
Industry Information Technology and Services
Experience
Blue Shield of California August 2012 - Present
Brighton Consulting December 1998 - Present
Crowdstar August 2011 - May 2012
Stanford University, Information Technology Services September 2009 - June 2011
Wells Fargo June 2004 - September 2009
MediaLive International 2003 - 2004
Gene Logic, Biotechnology January 2001 - December 2002
Skills
Data Warehousing, Data Analysis, Business Intelligence, Software Engineering, Data Modeling, Unix, Vertica, Analytics, Oracle, Data Mining, ETL, IBM Netezza, SDLC, Teradata, SAS programming, MySQL, Java, Hadoop, Informatica, Microstrategy, BI Tools, DB2, Statistics, R, InfoSphere, Agile Methodologies
Education
Quincy University
B.S., Chemistry, Mathematics
Blue Shield of California August 2012 - Present
Brighton Consulting December 1998 - Present
Crowdstar August 2011 - May 2012
Stanford University, Information Technology Services September 2009 - June 2011
Wells Fargo June 2004 - September 2009
MediaLive International 2003 - 2004
Gene Logic, Biotechnology January 2001 - December 2002
Skills
Data Warehousing, Data Analysis, Business Intelligence, Software Engineering, Data Modeling, Unix, Vertica, Analytics, Oracle, Data Mining, ETL, IBM Netezza, SDLC, Teradata, SAS programming, MySQL, Java, Hadoop, Informatica, Microstrategy, BI Tools, DB2, Statistics, R, InfoSphere, Agile Methodologies
Education
Quincy University
B.S., Chemistry, Mathematics
Naim Muhammad, CFE Naim Muhammad, CFE's Wells Fargo Experience March 2007 - Present
Job Corporate Fraud Investigator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2007 - Present
Wells Fargo Bank 2007 - Present
Chase Bank June 1999 - February 2005
Skills
Fraud, AML, Banking, Bank Secrecy Act, OFAC, FINRA, Financial Services, Retail Banking, Microsoft Office, Asset Protection, Credit, Debit Cards, Due Diligence, Financial Risk, Fraud Detection, Insurance, KYC, Leadership, Loans, Mortgage Lending, Operational Risk, Operational Risk..., Private Investigations, Risk Management, Securities, Anti Money Laundering, Certified Fraud Examiner, Security, USA PATRIOT Act
Education
Queens University of Charlotte 2007 — 2010
B.S. Organizational Communication
Wells Fargo March 2007 - Present
Wells Fargo Bank 2007 - Present
Chase Bank June 1999 - February 2005
Skills
Fraud, AML, Banking, Bank Secrecy Act, OFAC, FINRA, Financial Services, Retail Banking, Microsoft Office, Asset Protection, Credit, Debit Cards, Due Diligence, Financial Risk, Fraud Detection, Insurance, KYC, Leadership, Loans, Mortgage Lending, Operational Risk, Operational Risk..., Private Investigations, Risk Management, Securities, Anti Money Laundering, Certified Fraud Examiner, Security, USA PATRIOT Act
Education
Queens University of Charlotte 2007 — 2010
B.S. Organizational Communication
Juana Elguera Juana Elguera's Wells Fargo Experience June 2013 - Present
Job Systems Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
Wells Fargo May 2012 - June 2013
Bank of America May 2011 - April 2012
Bank of America January 2006 - May 2011
Bank of America July 2005 - January 2006
Mergent, Inc. March 2001 - July 2005
Mergent, Inc. August 1998 - March 2001
Skills
Notary Public, Bilingual-Spanish, Accounts Payable, Accounts Receivable, Analytical Skills, Business Analysis, Business Requirements, Data Entry, Invoicing, JBoss Application Server, Loans, Lotus Notes, Microsoft SQL Server, Microsoft Word, Mortgage Banking, Office Administration, Mortgage Lending, Office Management, Oracle, Outlook, SDLC, SQL, Team Leadership, Telephone Skills, Testing, Unix, Visio, Weblogic, QuickBooks, Access
Education
University of Phoenix-Charlotte Campus 2007 — 2009
Master of Business Administration (M.B.A.)
Queens University of Charlotte 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Wells Fargo June 2013 - Present
Wells Fargo May 2012 - June 2013
Bank of America May 2011 - April 2012
Bank of America January 2006 - May 2011
Bank of America July 2005 - January 2006
Mergent, Inc. March 2001 - July 2005
Mergent, Inc. August 1998 - March 2001
Skills
Notary Public, Bilingual-Spanish, Accounts Payable, Accounts Receivable, Analytical Skills, Business Analysis, Business Requirements, Data Entry, Invoicing, JBoss Application Server, Loans, Lotus Notes, Microsoft SQL Server, Microsoft Word, Mortgage Banking, Office Administration, Mortgage Lending, Office Management, Oracle, Outlook, SDLC, SQL, Team Leadership, Telephone Skills, Testing, Unix, Visio, Weblogic, QuickBooks, Access
Education
University of Phoenix-Charlotte Campus 2007 — 2009
Master of Business Administration (M.B.A.)
Queens University of Charlotte 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Jessica Cashio Jessica Cashio's Wells Fargo Experience July 2014 - Present
Job Analytics Consultant Compensation at Wells Fargo
Industry Human Resources
Experience
Wells Fargo July 2014 - Present
Bank of America June 2010 - July 2014
Bank of America December 2006 - June 2010
Stafford Consulting Engineers 2005 - December 2006
Skills
PeopleSoft, Finance, Financial Analysis, Access, Data Analysis, Microsoft Office, Process Improvement, Accounting, Analysis, Analytics, Banking, Business Analysis, Change Management, Consulting, Customer Service, Financial Services, Leadership
Education
Queens University of Charlotte 2000 — 2004
Wells Fargo July 2014 - Present
Bank of America June 2010 - July 2014
Bank of America December 2006 - June 2010
Stafford Consulting Engineers 2005 - December 2006
Skills
PeopleSoft, Finance, Financial Analysis, Access, Data Analysis, Microsoft Office, Process Improvement, Accounting, Analysis, Analytics, Banking, Business Analysis, Change Management, Consulting, Customer Service, Financial Services, Leadership
Education
Queens University of Charlotte 2000 — 2004
Michael D. Anthony Michael D. Anthony's Wells Fargo Experience February 2011 - September 2012
Job Sr. Accounting & Financial Systems Analyst at CocaCola Bottling Co. Consolidated
Industry Food & Beverages
Experience
Coca-Cola Bottling Co. Consolidated April 2014 - Present
TIAA-CREF September 2012 - September 2013
Wells Fargo February 2011 - September 2012
Ally Financial Inc. October 2009 - February 2011
Wells Fargo March 2008 - October 2009
Wells Fargo July 2005 - March 2008
Skills
Financial Analysis, Financial Reporting, Financial Modeling, General Ledger, Access, Microsoft Excel, Essbase, Accounting, Reconcilement, Variance Analysis, Process Improvement, Analysis
Education
Queens University of Charlotte 2006 — 2011
Master of Business Administration (MBA), Finance and Technology Management
University of North Carolina at Charlotte 2003 — 2005
Bachelor of Science (B.S.), Accounting
Coca-Cola Bottling Co. Consolidated April 2014 - Present
TIAA-CREF September 2012 - September 2013
Wells Fargo February 2011 - September 2012
Ally Financial Inc. October 2009 - February 2011
Wells Fargo March 2008 - October 2009
Wells Fargo July 2005 - March 2008
Skills
Financial Analysis, Financial Reporting, Financial Modeling, General Ledger, Access, Microsoft Excel, Essbase, Accounting, Reconcilement, Variance Analysis, Process Improvement, Analysis
Education
Queens University of Charlotte 2006 — 2011
Master of Business Administration (MBA), Finance and Technology Management
University of North Carolina at Charlotte 2003 — 2005
Bachelor of Science (B.S.), Accounting
Paula Barreto Paula Barreto's Wells Fargo Experience June 2013 - August 2013
Job Business Development Representative and Marketing Associate at Cloudbilt
Industry
Experience
Cloudbilt January 2014 - May 2014
Wells Fargo June 2013 - August 2013
Bank of America July 2012 - May 2013
Internship and Career Programs at Queens University of Charlotte August 2010 - May 2012
Federal Reserve Bank of Richmond June 2009 - August 2009
Skills
Marketing, Public Speaking, Leadership, Customer Service, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Data Entry, Data Analysis, Social Media, Market Research, Research, Organization, Risk Management
Education
Queens University of Charlotte 2010 — 2014
Bachelor of Arts (B.A.), Business Administration, and Marketing
Cloudbilt January 2014 - May 2014
Wells Fargo June 2013 - August 2013
Bank of America July 2012 - May 2013
Internship and Career Programs at Queens University of Charlotte August 2010 - May 2012
Federal Reserve Bank of Richmond June 2009 - August 2009
Skills
Marketing, Public Speaking, Leadership, Customer Service, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Data Entry, Data Analysis, Social Media, Market Research, Research, Organization, Risk Management
Education
Queens University of Charlotte 2010 — 2014
Bachelor of Arts (B.A.), Business Administration, and Marketing
Vickie Wilson Vickie Wilson's Wells Fargo Experience June 2014 - Present
Job Eastern U.S. Head of Global Banking Sales
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Wells Fargo Bank June 2012 - June 2014
Wells Fargo May 2009 - May 2012
Wells Fargo March 2004 - May 2009
Wells Fargo January 2001 - March 2004
Wells Fargo May 1996 - May 2001
Skills
Banking, Credit, Loans, Financial Analysis, Financial Modeling, Financial Services, Relationship Management, Strategic Planning, Budget Process, Customer Experience..., Sales Compensation..., Data Analysis, CRM Integration, Cross-functional Team..., Strategic Sales Plans, Long Range Planning, Employee Recognition, Marketing Strategy, Market Research, Project Management, Underwriting, Treasury Services, Cash Management, Treasury Management, Commercial Banking, Credit Analysis, Commercial Lending, Business Development, Management, Asset Based Lending
Education
Queens University of Charlotte 1993 — 1996
Bachelor of Arts (BA), Psyc
Wells Fargo June 2014 - Present
Wells Fargo Bank June 2012 - June 2014
Wells Fargo May 2009 - May 2012
Wells Fargo March 2004 - May 2009
Wells Fargo January 2001 - March 2004
Wells Fargo May 1996 - May 2001
Skills
Banking, Credit, Loans, Financial Analysis, Financial Modeling, Financial Services, Relationship Management, Strategic Planning, Budget Process, Customer Experience..., Sales Compensation..., Data Analysis, CRM Integration, Cross-functional Team..., Strategic Sales Plans, Long Range Planning, Employee Recognition, Marketing Strategy, Market Research, Project Management, Underwriting, Treasury Services, Cash Management, Treasury Management, Commercial Banking, Credit Analysis, Commercial Lending, Business Development, Management, Asset Based Lending
Education
Queens University of Charlotte 1993 — 1996
Bachelor of Arts (BA), Psyc
Melisa Schilling Melisa Schilling's Wells Fargo Experience December 2000 - Present
Job VP, Digital Marketing Manager, Wealth, Brokerage & Retirement Brand Social Media at Wells Fargo
Industry Financial Services
Experience
Wells Fargo & Company December 2000 - Present
Wells Fargo December 2000 - Present
Wells Fargo December 2007 - December 2009
Wells Fargo January 2007 - December 2007
Wells Fargo January 2002 - January 2007
Wells Fargo July 2000 - January 2002
Coinmach Corporation October 1996 - July 2000
Skills
Integrated Marketing, Financial Services, Marketing, Retirement
Education
Queens University of Charlotte 1999 — 2001
Queens College
Bachelor of Arts Degree, Organizational Communications and Marketing
Wells Fargo & Company December 2000 - Present
Wells Fargo December 2000 - Present
Wells Fargo December 2007 - December 2009
Wells Fargo January 2007 - December 2007
Wells Fargo January 2002 - January 2007
Wells Fargo July 2000 - January 2002
Coinmach Corporation October 1996 - July 2000
Skills
Integrated Marketing, Financial Services, Marketing, Retirement
Education
Queens University of Charlotte 1999 — 2001
Queens College
Bachelor of Arts Degree, Organizational Communications and Marketing
Allison Pence Allison Pence's Wells Fargo Experience September 2007 - April 2012
Job Asset Management Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2012 - Present
Wells Fargo September 2007 - April 2012
Wachovia Corporation April 2004 - September 2007
Ikon Education Services December 2002 - April 2004
Skills
Marketing Communications, Microsoft Excel, Proposal Writing, Microsoft Office, Outlook, Strategic Communications, Microsoft Word, Research, Project Management, Writing, Content Management, Event Management, Corporate Events, Meeting Planning, Organizational..., Strategic Content..., Proofreading, Communication Skills, Excel, Word, PowerPoint, Prezi, Leadership Development, Visual Rhetoric, Media Analysis, Textual Analysis, Socially Responsible..., Database Administration, Public Speaking
Education
Queens University of Charlotte 2011 — 2014
Master of Arts, Communication
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
Bachelor of Science, Business Administration, Finance/Commercial Bank Management
TIAA-CREF April 2012 - Present
Wells Fargo September 2007 - April 2012
Wachovia Corporation April 2004 - September 2007
Ikon Education Services December 2002 - April 2004
Skills
Marketing Communications, Microsoft Excel, Proposal Writing, Microsoft Office, Outlook, Strategic Communications, Microsoft Word, Research, Project Management, Writing, Content Management, Event Management, Corporate Events, Meeting Planning, Organizational..., Strategic Content..., Proofreading, Communication Skills, Excel, Word, PowerPoint, Prezi, Leadership Development, Visual Rhetoric, Media Analysis, Textual Analysis, Socially Responsible..., Database Administration, Public Speaking
Education
Queens University of Charlotte 2011 — 2014
Master of Arts, Communication
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
Bachelor of Science, Business Administration, Finance/Commercial Bank Management
Vaneshia Charley's Wells Fargo Experience July 2012 - Present
Job Quality Monitor 2 at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo July 2012 - Present
Wells Fargo October 2010 - July 2012
Wells Fargo Bank October 2009 - October 2010
Wachovia Retirement Services June 2008 - October 2009
Wachovia Direct Access October 2003 - June 2008
CarePro Medical One January 2003 - November 2003
Skills
Investments, Customer Service, Cross Selling, Management, Banking, Risk Management, Credit, Training
Education
Queens University of Charlotte 2008 — 2012
Bachelor
Orangeburg Calhoun Technical 2000 — 2002
Associates
Wells Fargo July 2012 - Present
Wells Fargo October 2010 - July 2012
Wells Fargo Bank October 2009 - October 2010
Wachovia Retirement Services June 2008 - October 2009
Wachovia Direct Access October 2003 - June 2008
CarePro Medical One January 2003 - November 2003
Skills
Investments, Customer Service, Cross Selling, Management, Banking, Risk Management, Credit, Training
Education
Queens University of Charlotte 2008 — 2012
Bachelor
Orangeburg Calhoun Technical 2000 — 2002
Associates
Mike Kloss, CRSP Mike Kloss, CRSP's Wells Fargo Experience March 2011 - October 2011
Job Director, National Accounts Manager at TIAACREF
Industry Banking
Experience
TIAA-CREF October 2011 - Present
Wells Fargo March 2011 - October 2011
Wells Fargo January 2010 - March 2011
Wachovia Bank 2006 - January 2010
Wachovia Bank 2000 - 2006
Wachovia Bank 1998 - 2000
CoreStates/First Union Bank NA January 1996 - January 1998
CoreStates January 1992 - January 1996
Skills
Mutual Funds, Investments, Series 7, Series 66, Due Diligence, Contract Negotiation, Uniform Combined State..., Alternative Investments, Retirement, Portfolio Management, Securities, Asset Managment, Equities, Investment Strategies, Fixed Income, Investment Management, Pensions, Bonds, Financial Markets, Separately Managed..., Relationship Management, Capital Markets, Wealth Management..., Asset Management, Strategic Financial...
Education
Queens University of Charlotte 2004 — 2006
BA, Marketing
Temple University 1996 — 2003
Marketing/Finance
TIAA-CREF October 2011 - Present
Wells Fargo March 2011 - October 2011
Wells Fargo January 2010 - March 2011
Wachovia Bank 2006 - January 2010
Wachovia Bank 2000 - 2006
Wachovia Bank 1998 - 2000
CoreStates/First Union Bank NA January 1996 - January 1998
CoreStates January 1992 - January 1996
Skills
Mutual Funds, Investments, Series 7, Series 66, Due Diligence, Contract Negotiation, Uniform Combined State..., Alternative Investments, Retirement, Portfolio Management, Securities, Asset Managment, Equities, Investment Strategies, Fixed Income, Investment Management, Pensions, Bonds, Financial Markets, Separately Managed..., Relationship Management, Capital Markets, Wealth Management..., Asset Management, Strategic Financial...
Education
Queens University of Charlotte 2004 — 2006
BA, Marketing
Temple University 1996 — 2003
Marketing/Finance
Thomas J. Sheridan's Wells Fargo Experience March 2010 - January 2011
Job Regional Loan Administration Manager Wells Fargo Business Banking Credit Administration
Industry Financial Services
Experience
Wells Fargo Bank March 2012 - Present
Wells Fargo Bank January 2011 - March 2012
Wells Fargo March 2010 - January 2011
Wachovia, A Wells Fargo Company April 2007 - March 2010
Allen Tate Mortgage April 2006 - April 2007
HomeBanc Mortgage March 2004 - April 2006
Meridian Benefits Group February 2002 - March 2004
St. Paul Travelers August 1996 - January 2002
Education
Queens University of Charlotte 2009 — 2012
McColl School of Business’ Hayworth Evening Program: Completion of MBA pre-requisite studies, Financial Accounting, Managerial Accounting, Micro Economics, Macro Economics, Quantitative Methods
University of North Carolina at Charlotte
Bachelor of Arts, Political Science
Wells Fargo Bank March 2012 - Present
Wells Fargo Bank January 2011 - March 2012
Wells Fargo March 2010 - January 2011
Wachovia, A Wells Fargo Company April 2007 - March 2010
Allen Tate Mortgage April 2006 - April 2007
HomeBanc Mortgage March 2004 - April 2006
Meridian Benefits Group February 2002 - March 2004
St. Paul Travelers August 1996 - January 2002
Education
Queens University of Charlotte 2009 — 2012
McColl School of Business’ Hayworth Evening Program: Completion of MBA pre-requisite studies, Financial Accounting, Managerial Accounting, Micro Economics, Macro Economics, Quantitative Methods
University of North Carolina at Charlotte
Bachelor of Arts, Political Science
Jeffrey Finger, MBA's Wells Fargo Experience July 2014 - Present
Job Financial Consultant at Wells Fargo
Industry Accounting
Experience
Wells Fargo July 2014 - Present
Shutterfly Inc. February 2014 - June 2014
Jackson Hewitt Tax Service Inc. January 2014 - February 2014
Time Warner Cable Media Sales August 2004 - October 2013
Nextel Partners August 2000 - August 2004
Glens Falls Hospital October 2001 - August 2003
Skills
Budgets, Forecasting, Analytics, Analysis, Leadership, Business Analysis, Finance, Marketing, Sales, Variance Analysis, Management, Accounting, Access
Education
Quinlan School of Business, Loyola University Chicago 1994 — 1997
MBA, Management, Finance
State University of New York College at Plattsburgh 1987 — 1991
BA, Mass Communications
Wells Fargo July 2014 - Present
Shutterfly Inc. February 2014 - June 2014
Jackson Hewitt Tax Service Inc. January 2014 - February 2014
Time Warner Cable Media Sales August 2004 - October 2013
Nextel Partners August 2000 - August 2004
Glens Falls Hospital October 2001 - August 2003
Skills
Budgets, Forecasting, Analytics, Analysis, Leadership, Business Analysis, Finance, Marketing, Sales, Variance Analysis, Management, Accounting, Access
Education
Quinlan School of Business, Loyola University Chicago 1994 — 1997
MBA, Management, Finance
State University of New York College at Plattsburgh 1987 — 1991
BA, Mass Communications
Khalif J. Guiden Khalif J. Guiden's Wells Fargo Experience October 2014 - September 2015
Job Analytics Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - September 2015
Wells Fargo Advisors August 2012 - November 2014
Wells Fargo Advisors February 2014 - October 2014
Wells Fargo Advisors July 2012 - March 2014
Wells Fargo Advisors April 2013 - February 2014
Wells Fargo July 2012 - April 2013
Wells Fargo Advisors 2011 - October 2012
Queens University of Charlotte January 2012 - July 2012
Pro Athletes Council September 2010 - February 2011
Queens University of Charlotte August 2010 - 2011
Skills
Public Speaking, Leadership, Marketing, Recruiting, Time Management, Microsoft Office, Project Planning, Management, Analysis, Budgets, Project Management, Research, Financial Reporting, Quantitative Analytics, Finance, PowerPoint, Customer Service, Event Planning, Social Media, Microsoft Excel, Microsoft Word, Financial Analysis, Teamwork, Community Outreach
Education
Queens University of Charlotte 2009 — 2012
Bachelor's of Arts Degree, Business Administration and Management
The Citadel 2008 — 2009
Business
Wells Fargo October 2014 - September 2015
Wells Fargo Advisors August 2012 - November 2014
Wells Fargo Advisors February 2014 - October 2014
Wells Fargo Advisors July 2012 - March 2014
Wells Fargo Advisors April 2013 - February 2014
Wells Fargo July 2012 - April 2013
Wells Fargo Advisors 2011 - October 2012
Queens University of Charlotte January 2012 - July 2012
Pro Athletes Council September 2010 - February 2011
Queens University of Charlotte August 2010 - 2011
Skills
Public Speaking, Leadership, Marketing, Recruiting, Time Management, Microsoft Office, Project Planning, Management, Analysis, Budgets, Project Management, Research, Financial Reporting, Quantitative Analytics, Finance, PowerPoint, Customer Service, Event Planning, Social Media, Microsoft Excel, Microsoft Word, Financial Analysis, Teamwork, Community Outreach
Education
Queens University of Charlotte 2009 — 2012
Bachelor's of Arts Degree, Business Administration and Management
The Citadel 2008 — 2009
Business
Leslie Johnson Leslie Johnson's Wells Fargo Experience February 2014 - Present
Job Technology Information Services Project Management Office Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Wells Fargo June 2001 - January 2014
Wachovia, A Wells Fargo Company October 2005 - June 2006
First Union 1995 - 2000
Skills
Strategic Planning, Organizational..., Budget, Leadership Development, Project Management, Change Management, Marketing Strategy, Business Strategy, Process Improvement, Management Consulting, Public Speaking, Performance Improvement, Gamification, Budgets, Coaching, Program Management, Executive Coaching, CRM, Management, Leadership, Business Planning, Start-ups, Strategy, Business Analysis, Business Process...
Education
Queens University of Charlotte 2010 — 2013
Bachelor of Science (BS), Organization Development, 4.0
University of North Carolina at Charlotte - Belk College of Business 1978 — 1980
BS, Business Administration
Hendersonville High School 1973 — 1977
Wells Fargo February 2014 - Present
Wells Fargo June 2001 - January 2014
Wachovia, A Wells Fargo Company October 2005 - June 2006
First Union 1995 - 2000
Skills
Strategic Planning, Organizational..., Budget, Leadership Development, Project Management, Change Management, Marketing Strategy, Business Strategy, Process Improvement, Management Consulting, Public Speaking, Performance Improvement, Gamification, Budgets, Coaching, Program Management, Executive Coaching, CRM, Management, Leadership, Business Planning, Start-ups, Strategy, Business Analysis, Business Process...
Education
Queens University of Charlotte 2010 — 2013
Bachelor of Science (BS), Organization Development, 4.0
University of North Carolina at Charlotte - Belk College of Business 1978 — 1980
BS, Business Administration
Hendersonville High School 1973 — 1977
Eric Hawthorne Eric Hawthorne's Wells Fargo Experience Fraud ManagerWachovia, A Wells Fargo Company1998 - 2011
Job Financial Crimes Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Fraud ManagerWachovia, A Wells Fargo Company1998 - 2011
Skills
Banking, Financial Risk, Risk Management, Credit Cards, Operational Risk, Operational Risk..., Fraud Detection, KYC, Due Diligence, Process Improvement, Risk Analysis, Leadership, USA PATRIOT Act, Internet Banking
Education
Utica College 2010 — 2012
MS, Economic Crime Management
Queens University of Charlotte 2007 — 2008
CFP, Certified Financial Planner
Valdosta State University 1993 — 1998
BA, Economics
Wells Fargo Fraud ManagerWachovia, A Wells Fargo Company1998 - 2011
Skills
Banking, Financial Risk, Risk Management, Credit Cards, Operational Risk, Operational Risk..., Fraud Detection, KYC, Due Diligence, Process Improvement, Risk Analysis, Leadership, USA PATRIOT Act, Internet Banking
Education
Utica College 2010 — 2012
MS, Economic Crime Management
Queens University of Charlotte 2007 — 2008
CFP, Certified Financial Planner
Valdosta State University 1993 — 1998
BA, Economics
David M. Parker, CFA David M. Parker, CFA's Wells Fargo Experience 1994 - 2012
Job SVP & Managing Director at Abbot Downing
Industry Investment Management
Experience
Abbot Downing September 2010 - Present
Wells Fargo 1994 - 2012
Abbot Downing January 2004 - August 2010
Education
Stephens College of Business, University of Montevallo 1983 — 1987
Bachelor of Business Administration (BBA), Concentration in Finance
Queens University of Charlotte
Queens University of Charlotte
Abbot Downing September 2010 - Present
Wells Fargo 1994 - 2012
Abbot Downing January 2004 - August 2010
Education
Stephens College of Business, University of Montevallo 1983 — 1987
Bachelor of Business Administration (BBA), Concentration in Finance
Queens University of Charlotte
Queens University of Charlotte
Sandra Flores Sandra Flores's Wells Fargo Experience January 2011 - Present
Job VP, Digital Marketing Analytics Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2011 - Present
Wells Fargo December 2009 - January 2011
Charlotte, NC April 2009 - December 2009
Bank of America March 2008 - April 2009
Bank of America September 2007 - March 2008
LendingTree January 2006 - August 2007
LendingTree July 2003 - January 2006
Central Piedmont Community College October 2002 - February 2003
Compass Career Management Solutions 1998 - 1999
Skills
E-commerce, Competitive Intelligence, Loss Mitigation, Marketing Strategy, Digital Strategy, Multi-channel Marketing, Market Research, Process Improvement, Strategic Planning, User Experience, Integrated Marketing, Cross-functional Team..., Customer Insight, Digital Marketing..., SEO/SEM Analytics, Business Analysis, Management, Analytics
Education
Queens University of Charlotte 2002 — 2006
Master of Business Administration (M.B.A.)
Thomas Edison State College 2001 — 2001
BSBA
University of Central Florida 1984 — 1987
Wells Fargo January 2011 - Present
Wells Fargo December 2009 - January 2011
Charlotte, NC April 2009 - December 2009
Bank of America March 2008 - April 2009
Bank of America September 2007 - March 2008
LendingTree January 2006 - August 2007
LendingTree July 2003 - January 2006
Central Piedmont Community College October 2002 - February 2003
Compass Career Management Solutions 1998 - 1999
Skills
E-commerce, Competitive Intelligence, Loss Mitigation, Marketing Strategy, Digital Strategy, Multi-channel Marketing, Market Research, Process Improvement, Strategic Planning, User Experience, Integrated Marketing, Cross-functional Team..., Customer Insight, Digital Marketing..., SEO/SEM Analytics, Business Analysis, Management, Analytics
Education
Queens University of Charlotte 2002 — 2006
Master of Business Administration (M.B.A.)
Thomas Edison State College 2001 — 2001
BSBA
University of Central Florida 1984 — 1987
Anastasia Maria Drapievsky Anastasia Maria Drapievsky's Wells Fargo Experience May 2013 - Present
Job Operations Processor
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
Barnes & Noble January 2013 - May 2013
Sticky Fingers Restaurants March 2010 - March 2012
Queens University of Charlotte June 2010 - July 2010
Eddie's Place September 2009 - May 2010
Queens University of Charlotte September 2008 - April 2010
Skills
Multilingual, Organizing, Microsoft Office, Highly detail oriented, Calm, Integrity, Team Leadership, Adaptability, SPSS, Clerical Skills, Customer Data, Customer Service, Time Management, Data Entry, Teamwork, Piano, Critical Thinking, Singing, Goal Oriented, Social Skills, Dependable Team Player, Telephone Skills, Team-oriented, Oral, Phone Etiquette, People Skills, Analytical Skills, Facebook, Customer Satisfaction, Social Networking, Adaptation, People-oriented, Fast-paced, Friendly Personality, Always Punctual, Interpersonal..., Spreadsheets, Organization, Outlook
Education
Sophia University 2012 — 2012
Japanese, Study Abroad
University of North Carolina at Charlotte 2010 — 2012
Bachelor of Arts (BA), Psychology and Japanese, 3.66 GPA
Queens University of Charlotte 2008 — 2010
N/A, Psychology, 3.8 GPA before transferring to UNCC
Wells Fargo May 2013 - Present
Barnes & Noble January 2013 - May 2013
Sticky Fingers Restaurants March 2010 - March 2012
Queens University of Charlotte June 2010 - July 2010
Eddie's Place September 2009 - May 2010
Queens University of Charlotte September 2008 - April 2010
Skills
Multilingual, Organizing, Microsoft Office, Highly detail oriented, Calm, Integrity, Team Leadership, Adaptability, SPSS, Clerical Skills, Customer Data, Customer Service, Time Management, Data Entry, Teamwork, Piano, Critical Thinking, Singing, Goal Oriented, Social Skills, Dependable Team Player, Telephone Skills, Team-oriented, Oral, Phone Etiquette, People Skills, Analytical Skills, Facebook, Customer Satisfaction, Social Networking, Adaptation, People-oriented, Fast-paced, Friendly Personality, Always Punctual, Interpersonal..., Spreadsheets, Organization, Outlook
Education
Sophia University 2012 — 2012
Japanese, Study Abroad
University of North Carolina at Charlotte 2010 — 2012
Bachelor of Arts (BA), Psychology and Japanese, 3.66 GPA
Queens University of Charlotte 2008 — 2010
N/A, Psychology, 3.8 GPA before transferring to UNCC
Chip Brinkman Chip Brinkman's Wells Fargo Experience March 2015 - Present
Job Originator (Midwest Region) / Underwriter
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo March 2013 - March 2015
Wells Fargo June 2012 - March 2013
Wells Fargo Advisors September 2011 - June 2012
Edward Jones March 2009 - April 2011
Skills
Loan Origination, Portfolio Management, Credit Analysis, Microsoft Excel, CMBS, Financial Analysis, Investments, Wealth Management, Risk Management, Commercial Real Estate..., Mortgage Underwriting, Structured Products
Education
Wake Forest University 2004 — 2008
Bachelor of Science (BS), Business
Queens University of Charlotte 2011 — 2013
Master of Business Administration (MBA), Finance
Wells Fargo March 2015 - Present
Wells Fargo March 2013 - March 2015
Wells Fargo June 2012 - March 2013
Wells Fargo Advisors September 2011 - June 2012
Edward Jones March 2009 - April 2011
Skills
Loan Origination, Portfolio Management, Credit Analysis, Microsoft Excel, CMBS, Financial Analysis, Investments, Wealth Management, Risk Management, Commercial Real Estate..., Mortgage Underwriting, Structured Products
Education
Wake Forest University 2004 — 2008
Bachelor of Science (BS), Business
Queens University of Charlotte 2011 — 2013
Master of Business Administration (MBA), Finance
Steven Imobersteg Steven Imobersteg's Wells Fargo Experience May 2009 - May 2010
Job ettain group
Industry Staffing and Recruiting
Experience
ettain group December 2013 - Present
Target May 2010 - December 2013
Wells Fargo May 2009 - May 2010
Skills
Leadership, Customer Service, Sales, Marketing, Team Leadership, Retail, Time Management, Recruiting, Social Networking, Microsoft Excel, Store Management, Inventory Management, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, New Business Development, Business Development, Technical Recruiting
Education
Queens University of Charlotte 2005 — 2009
Bachelor's degree, Business Administration and Management, General, 3.4
Providence Day School 2003 — 2005
ettain group December 2013 - Present
Target May 2010 - December 2013
Wells Fargo May 2009 - May 2010
Skills
Leadership, Customer Service, Sales, Marketing, Team Leadership, Retail, Time Management, Recruiting, Social Networking, Microsoft Excel, Store Management, Inventory Management, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, New Business Development, Business Development, Technical Recruiting
Education
Queens University of Charlotte 2005 — 2009
Bachelor's degree, Business Administration and Management, General, 3.4
Providence Day School 2003 — 2005
Kathryn Black Kathryn Black's Wells Fargo Experience January 2009 - May 2011
Job
Industry
Experience
Bank of America January 2012 - Present
Wells Fargo January 2009 - May 2011
Wachovia Corporation December 2006 - January 2009
Bank of America June 1999 - December 2006
NationsBank June 1993 - June 1997
Skills
PORTFOLIO MANAGEMENT, PRODUCT MANAGEMENT, PRICING STRATEGY, SALES, MARKETING, PRODUCT DEVELOPMENT, PUBLIC RELATIONS, BRAND STRATEGY
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Business
Queens University of Charlotte 1989 — 1993
Bachelor’s Degree, Communications and Marketing, Summa Cum Laude
Bank of America January 2012 - Present
Wells Fargo January 2009 - May 2011
Wachovia Corporation December 2006 - January 2009
Bank of America June 1999 - December 2006
NationsBank June 1993 - June 1997
Skills
PORTFOLIO MANAGEMENT, PRODUCT MANAGEMENT, PRICING STRATEGY, SALES, MARKETING, PRODUCT DEVELOPMENT, PUBLIC RELATIONS, BRAND STRATEGY
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Business
Queens University of Charlotte 1989 — 1993
Bachelor’s Degree, Communications and Marketing, Summa Cum Laude
Daniel Painitz Daniel Painitz's Wells Fargo Experience August 2009 - February 2012
Job Multimedia Production/ Digital Content Specialist at Practising Law Institute
Industry Media Production
Experience
Practising Law Institute February 2012 - Present
TalkPoint February 2010 - February 2012
American Audio Visual Center November 2009 - February 2012
Wells Fargo August 2009 - February 2012
Practising Law Institute 2008 - February 2012
Administrative Office of the Courts March 2009 - October 2010
Audio Visual Techniques February 2008 - October 2010
Primecut Productions 2005 - 2006
San Francisco State University January 2005 - July 2005
Skills
AV, Multimedia, Video, Video Production, Sound, Teamwork, Live Events, Broadcast, Corporate Events, Audio Engineering, New Media, HD Video, Television, Event Planning, Camera Operating, Post Production, Video Conferencing, Camera, Film, Editing, Producing, Video Editing, Recording, Web Video, Webcasting, Final Cut Pro, Camera Operation, Videography, Cinematography, Digital Video, Production Managment, Production Management
Education
Queensland University of Technology 2004 — 2004
San Francisco State University 2000 — 2004
Bachelor of Arts, Radio and Television
Practising Law Institute February 2012 - Present
TalkPoint February 2010 - February 2012
American Audio Visual Center November 2009 - February 2012
Wells Fargo August 2009 - February 2012
Practising Law Institute 2008 - February 2012
Administrative Office of the Courts March 2009 - October 2010
Audio Visual Techniques February 2008 - October 2010
Primecut Productions 2005 - 2006
San Francisco State University January 2005 - July 2005
Skills
AV, Multimedia, Video, Video Production, Sound, Teamwork, Live Events, Broadcast, Corporate Events, Audio Engineering, New Media, HD Video, Television, Event Planning, Camera Operating, Post Production, Video Conferencing, Camera, Film, Editing, Producing, Video Editing, Recording, Web Video, Webcasting, Final Cut Pro, Camera Operation, Videography, Cinematography, Digital Video, Production Managment, Production Management
Education
Queensland University of Technology 2004 — 2004
San Francisco State University 2000 — 2004
Bachelor of Arts, Radio and Television
Christopher McGurkin Christopher McGurkin's Wells Fargo Experience May 2004 - July 2010
Job Compliance Analyst
Industry Banking
Experience
Wells Fargo May 2004 - July 2010
Deloitte & Touche January 2003 - May 2004
Skills
Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, Finance, Financial Risk, Risk Management, Financial Analysis, Financial Modeling, Internal Controls, Banking, Internal Audit, Enterprise Risk..., Financial Planning, Financial Services
Education
Wake Forest University 2001 — 2002
Masters, Accountancy
University of North Carolina at Chapel Hill 1994 — 1997
BA, Political Science
Queens University of Charlotte
CFP Program, Financial Planning
Wells Fargo May 2004 - July 2010
Deloitte & Touche January 2003 - May 2004
Skills
Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, Finance, Financial Risk, Risk Management, Financial Analysis, Financial Modeling, Internal Controls, Banking, Internal Audit, Enterprise Risk..., Financial Planning, Financial Services
Education
Wake Forest University 2001 — 2002
Masters, Accountancy
University of North Carolina at Chapel Hill 1994 — 1997
BA, Political Science
Queens University of Charlotte
CFP Program, Financial Planning
Mary Ann Lautzenhiser Mary Ann Lautzenhiser's Wells Fargo Experience February 2014 - Present
Job Employee Relations at Wells Fargo
Industry Human Resources
Experience
Wells Fargo February 2014 - Present
Dickinson, Mackaman, Tyler & Hagen, P.C. September 2010 - May 2012
Friends of the West Des Moines Library 2005 - 2010
Natiowide Advantage Mortgage Company May 2006 - December 2009
Principal Financial 1997 - 2002
Windsor Window Company 1994 - 1997
Loyola University, Institute of Human Resources 1993 - 1994
Foxmeyer Corporation 1989 - 1993
Venture Stores 1987 - 1987
Kmart Apparel 1984 - 1987
Skills
FMLA, Employee Benefits, Performance Management, Employee Relations, Human Resources, Succession Planning, Onboarding, HRIS, Deferred Compensation, Employment Law, Benefits Administration, Talent Acquisition, Time Management, Talent Management
Education
Quinlan School of Business, Loyola University Chicago 1992 — 1994
MSIR, Human Resources & Industrial Relations
University of Minnesota-Twin Cities 1980 — 1984
B.A., English
Wells Fargo February 2014 - Present
Dickinson, Mackaman, Tyler & Hagen, P.C. September 2010 - May 2012
Friends of the West Des Moines Library 2005 - 2010
Natiowide Advantage Mortgage Company May 2006 - December 2009
Principal Financial 1997 - 2002
Windsor Window Company 1994 - 1997
Loyola University, Institute of Human Resources 1993 - 1994
Foxmeyer Corporation 1989 - 1993
Venture Stores 1987 - 1987
Kmart Apparel 1984 - 1987
Skills
FMLA, Employee Benefits, Performance Management, Employee Relations, Human Resources, Succession Planning, Onboarding, HRIS, Deferred Compensation, Employment Law, Benefits Administration, Talent Acquisition, Time Management, Talent Management
Education
Quinlan School of Business, Loyola University Chicago 1992 — 1994
MSIR, Human Resources & Industrial Relations
University of Minnesota-Twin Cities 1980 — 1984
B.A., English
Lauren Garcia Herreria Lauren Garcia Herreria's Wells Fargo Experience November 2014 - Present
Job Manager Project Management at Capital One
Industry Banking
Experience
Capital One March 2015 - Present
Wells Fargo November 2014 - Present
Bank of America July 2012 - October 2014
Bank of America July 2011 - July 2012
Wells Fargo December 2005 - July 2011
Wachovia April 2004 - November 2005
Wachovia October 2002 - April 2004
Walt Disney World March 1996 - February 2000
Skills
Vendor Management, Management, Banking, Leadership, Training, Portfolio Management, Integration, Mergers & Acquisitions, Outsourcing, Employee Training, Risk Management, Process Improvement, New Business Development, Business Process..., Six Sigma
Education
Queens University of Charlotte 1999 — 2001
Capital One March 2015 - Present
Wells Fargo November 2014 - Present
Bank of America July 2012 - October 2014
Bank of America July 2011 - July 2012
Wells Fargo December 2005 - July 2011
Wachovia April 2004 - November 2005
Wachovia October 2002 - April 2004
Walt Disney World March 1996 - February 2000
Skills
Vendor Management, Management, Banking, Leadership, Training, Portfolio Management, Integration, Mergers & Acquisitions, Outsourcing, Employee Training, Risk Management, Process Improvement, New Business Development, Business Process..., Six Sigma
Education
Queens University of Charlotte 1999 — 2001
Andrew A. Brooks's Wells Fargo Experience October 2014 - Present
Job Implementation Consultant 3
Industry Banking
Experience
Wells Fargo October 2014 - Present
(British Nationality) March 2014 - August 2014
Elevation Church September 2011 - July 2014
The Supply Source (TSS) August 2012 - February 2014
Queens University of Charlotte May 2010 - August 2012
PGA TOUR May 2011 - May 2012
USC Upstate July 2009 - May 2010
Skills
Leadership, Public Speaking, Training, Strategy, Budgets, Team Leadership, Management, Recruiting, Marketing, Event Planning, Social Networking, Strategic Planning, Coaching, Facebook, Retail, Time Management, Social Media, Inventory Management, Account Management, Quarterly Business..., Forecasting, Reporting & Analysis, New Business Development, Leadership Development, Strategic Communications, Corporate Communications, Sales Growth, Strategic Partnerships, Cost Saving Initiatives, Profit Margin..., Microsoft Excel Report...
Education
Queens University of Charlotte 2010 — 2012
Masters in Business Administration
University of South Carolina Upstate 2005 — 2009
B.S. Business Administration, Management
Merrist Wood College 2002 — 2005
Higher National Diploma, Golf Management, Distinction
Wells Fargo October 2014 - Present
(British Nationality) March 2014 - August 2014
Elevation Church September 2011 - July 2014
The Supply Source (TSS) August 2012 - February 2014
Queens University of Charlotte May 2010 - August 2012
PGA TOUR May 2011 - May 2012
USC Upstate July 2009 - May 2010
Skills
Leadership, Public Speaking, Training, Strategy, Budgets, Team Leadership, Management, Recruiting, Marketing, Event Planning, Social Networking, Strategic Planning, Coaching, Facebook, Retail, Time Management, Social Media, Inventory Management, Account Management, Quarterly Business..., Forecasting, Reporting & Analysis, New Business Development, Leadership Development, Strategic Communications, Corporate Communications, Sales Growth, Strategic Partnerships, Cost Saving Initiatives, Profit Margin..., Microsoft Excel Report...
Education
Queens University of Charlotte 2010 — 2012
Masters in Business Administration
University of South Carolina Upstate 2005 — 2009
B.S. Business Administration, Management
Merrist Wood College 2002 — 2005
Higher National Diploma, Golf Management, Distinction
Dee Kalasa's Wells Fargo Experience June 2013 - Present
Job Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Wells Fargo June 2003 - Present
Wells Fargo Financial July 2005 - June 2008
Wells Fargo Financial July 2003 - July 2005
Skills
Strategy, Risk Management, Management, Project Management, Forecasting, Change Management, Analysis, Marketing, Portfolio Management, Financial Risk, Training, Sales, Microsoft Excel, Microsoft Office, SDLC, Strategic Planning, Program Management
Education
Queensland University of Technology 1998 — 2001
Masters in Information Systems, Information Systems
Queensland University of Technology 1995 — 1998
Masters in Business Administration, International Marketing
Mount Carmel College 1993 — 1996
Bachelor of Science, Math, Statistics, Economics
Sophia High School
Wells Fargo June 2013 - Present
Wells Fargo June 2003 - Present
Wells Fargo Financial July 2005 - June 2008
Wells Fargo Financial July 2003 - July 2005
Skills
Strategy, Risk Management, Management, Project Management, Forecasting, Change Management, Analysis, Marketing, Portfolio Management, Financial Risk, Training, Sales, Microsoft Excel, Microsoft Office, SDLC, Strategic Planning, Program Management
Education
Queensland University of Technology 1998 — 2001
Masters in Information Systems, Information Systems
Queensland University of Technology 1995 — 1998
Masters in Business Administration, International Marketing
Mount Carmel College 1993 — 1996
Bachelor of Science, Math, Statistics, Economics
Sophia High School
Ellen Singh's Wells Fargo Experience April 2011 - June 2015
Job Former personal banker for Wells Fargo Bank
Industry Financial Services
Experience
First Investors 2015 - Present
Wells Fargo April 2011 - June 2015
2005-2010Patriot Mortgage Corp July 2005 - October 2010
2002-2005Bank of America December 2002 - April 2005
Citizen's Bank January 2001 - September 2002
Radio Shack January 1996 - January 2001
Business Center January 1995 - January 1996
Skills
Account Management, Loans, Sales, Credit, Mortgage Lending, Banking, Finance, Customer Service
Education
Quincy College 1998 — 1999
Attended, Computer Science
Euclid High School 1997 — 1998
Bank of America
Citizen's Bank, Computer Science
State of MD, DC
First Investors 2015 - Present
Wells Fargo April 2011 - June 2015
2005-2010Patriot Mortgage Corp July 2005 - October 2010
2002-2005Bank of America December 2002 - April 2005
Citizen's Bank January 2001 - September 2002
Radio Shack January 1996 - January 2001
Business Center January 1995 - January 1996
Skills
Account Management, Loans, Sales, Credit, Mortgage Lending, Banking, Finance, Customer Service
Education
Quincy College 1998 — 1999
Attended, Computer Science
Euclid High School 1997 — 1998
Bank of America
Citizen's Bank, Computer Science
State of MD, DC
Wendi Muhonen Wendi Muhonen's Wells Fargo Experience August 2013 - Present
Job Communication consulting and strategic planning professional
Industry Banking
Experience
Wells Fargo August 2013 - Present
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Editing, Team Building, Social Media, Project Planning, Analysis, Project Management, Troubleshooting, Coaching, Strategy, Social Networking, Marketing Communications, Process Improvement, Leadership, Marketing Strategy, Social Media Marketing
Education
Queens University of Charlotte 2013 — 2015
Master of Arts (MA), Communication
University of North Carolina at Asheville
Mass Communication/Media Studies
Wells Fargo August 2013 - Present
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Editing, Team Building, Social Media, Project Planning, Analysis, Project Management, Troubleshooting, Coaching, Strategy, Social Networking, Marketing Communications, Process Improvement, Leadership, Marketing Strategy, Social Media Marketing
Education
Queens University of Charlotte 2013 — 2015
Master of Arts (MA), Communication
University of North Carolina at Asheville
Mass Communication/Media Studies
Anna Marie Wyke, ARM's Wells Fargo Experience January 2002 - June 2014
Job Compliance Consultant at Wells Fargo International Global Banking
Industry Banking
Experience
Wells Fargo International Global Banking June 2014 - Present
Ocean Lakes Beach Rental August 2001 - Present
Wells Fargo January 2002 - June 2014
Anna Marie Realty July 2008 - August 2013
Union/WachoviaBank January 2000 - January 2002
PCA International, Inc January 1995 - January 2000
C&A Group Headquarters January 1984 - January 1995
Collins & Aikman February 1980 - April 1988
Skills
Risk Management, Budgets, Insurance, Strategic Planning, Banking, Leadership, Contract Negotiation, Financial Risk, Customer Service, Management, Program Management, Project Management, Employee Benefits, Sales, Forecasting, Process Improvement
Education
Superior School Of Real Estate 2009 — 2009
SFR, Short Sales & Foreclosures
Insurance Institute of America 1989 — 1992
Associate in Risk Management, Risk Management
Graduate of Queen's College 1985 — 1989
Bachelor's Degree, Computer Science, 4.0
Queens University of Charlotte 1978 — 1980
Associate's Degree, Computer Science, 4.0
Wells Fargo International Global Banking June 2014 - Present
Ocean Lakes Beach Rental August 2001 - Present
Wells Fargo January 2002 - June 2014
Anna Marie Realty July 2008 - August 2013
Union/WachoviaBank January 2000 - January 2002
PCA International, Inc January 1995 - January 2000
C&A Group Headquarters January 1984 - January 1995
Collins & Aikman February 1980 - April 1988
Skills
Risk Management, Budgets, Insurance, Strategic Planning, Banking, Leadership, Contract Negotiation, Financial Risk, Customer Service, Management, Program Management, Project Management, Employee Benefits, Sales, Forecasting, Process Improvement
Education
Superior School Of Real Estate 2009 — 2009
SFR, Short Sales & Foreclosures
Insurance Institute of America 1989 — 1992
Associate in Risk Management, Risk Management
Graduate of Queen's College 1985 — 1989
Bachelor's Degree, Computer Science, 4.0
Queens University of Charlotte 1978 — 1980
Associate's Degree, Computer Science, 4.0
Melissa A. Shoemaker, CFP® Melissa A. Shoemaker, CFP®'s Wells Fargo Experience December 2000 - April 2006
Job VicePresident, Client Advisor at SunTrust
Industry Financial Services
Experience
SunTrust April 2006 - Present
Wells Fargo December 2000 - April 2006
Great-West Life July 1992 - June 2000
Skills
Financial Services, Wealth Management, Retirement Planning, Finance, Risk Management, Estate Planning, Marketing, Sales, Client Relations, Credit, Treasury Management, Relationship Management, Wealth, Customer Service
Education
Wake Forest University Graduate School 2015 — 2016
Master of Business Administration (MBA)
The University of Georgia 1988 — 1992
Bachelor of Business Administration (B.B.A.), Marketing
Queens University of Charlotte
Certified Financial Planner Program
SunTrust April 2006 - Present
Wells Fargo December 2000 - April 2006
Great-West Life July 1992 - June 2000
Skills
Financial Services, Wealth Management, Retirement Planning, Finance, Risk Management, Estate Planning, Marketing, Sales, Client Relations, Credit, Treasury Management, Relationship Management, Wealth, Customer Service
Education
Wake Forest University Graduate School 2015 — 2016
Master of Business Administration (MBA)
The University of Georgia 1988 — 1992
Bachelor of Business Administration (B.B.A.), Marketing
Queens University of Charlotte
Certified Financial Planner Program
Katherine Hanna Katherine Hanna's Wells Fargo Experience January 2012 - Present
Job SVP/Operations Area Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2012 - Present
Wells Fargo February 2007 - January 2012
Bank of America September 1995 - February 2007
Skills
Management, Organizational Learning, Coaching, Loan Documents, Banking, Commercial Real Estate, Credit Analysis, Financial Risk, Loans, Portfolio Management, Process Improvement, Risk Management, Team Management, Commercial Lending, Retail Banking, Commercial Banking, Leadership, Leadership Development, Diversity, Financial Analysis, Credit
Education
Queens University of Charlotte
Wells Fargo January 2012 - Present
Wells Fargo February 2007 - January 2012
Bank of America September 1995 - February 2007
Skills
Management, Organizational Learning, Coaching, Loan Documents, Banking, Commercial Real Estate, Credit Analysis, Financial Risk, Loans, Portfolio Management, Process Improvement, Risk Management, Team Management, Commercial Lending, Retail Banking, Commercial Banking, Leadership, Leadership Development, Diversity, Financial Analysis, Credit
Education
Queens University of Charlotte
Scott Buys Scott Buys's Wells Fargo Experience February 2015 - Present
Job Risk Analytics at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2015 - Present
Bank of America June 2010 - February 2015
Bank of America December 2008 - June 2010
Bank of America February 2006 - December 2008
Bank of America August 2002 - February 2006
United States Marine Corps September 1997 - August 2002
Skills
Banking, Retail Banking, Portfolio Management, Credit, Credit Risk, Loans, Relationship Management, Segmentation, Process Automation, SAS programming, Microsoft SQL Server, Analytics, Competitive Analysis, Finance, Management
Education
Queens University of Charlotte
Bachelor of Arts (B.A.), Business Administration, Finance, and Information Systems
Wells Fargo February 2015 - Present
Bank of America June 2010 - February 2015
Bank of America December 2008 - June 2010
Bank of America February 2006 - December 2008
Bank of America August 2002 - February 2006
United States Marine Corps September 1997 - August 2002
Skills
Banking, Retail Banking, Portfolio Management, Credit, Credit Risk, Loans, Relationship Management, Segmentation, Process Automation, SAS programming, Microsoft SQL Server, Analytics, Competitive Analysis, Finance, Management
Education
Queens University of Charlotte
Bachelor of Arts (B.A.), Business Administration, Finance, and Information Systems
Nancy Lawson Nancy Lawson's Wells Fargo Experience December 2014 - June 2015
Job Experienced Financial Services Representative
Industry Banking
Experience
Wells Fargo December 2014 - June 2015
Wells Fargo October 2013 - December 2014
Wells Fargo March 2010 - December 2011
Wells Fargo 1999 - 2009
Skills
Accounting, Finance, Customer Service, Banking, Training, Management, Loans, Data Entry, Microsoft Excel, Research, Tax, Microsoft Office, Microsoft Word, Account Reconciliation, Office Administration, Organization, Volunteer Management
Education
Cannon Financial Institute 2002 — 2005
Fiduciary Tax, Certificate - Fiduciary Taxation
Queens University of Charlotte
Organizational Communication, General
Wells Fargo December 2014 - June 2015
Wells Fargo October 2013 - December 2014
Wells Fargo March 2010 - December 2011
Wells Fargo 1999 - 2009
Skills
Accounting, Finance, Customer Service, Banking, Training, Management, Loans, Data Entry, Microsoft Excel, Research, Tax, Microsoft Office, Microsoft Word, Account Reconciliation, Office Administration, Organization, Volunteer Management
Education
Cannon Financial Institute 2002 — 2005
Fiduciary Tax, Certificate - Fiduciary Taxation
Queens University of Charlotte
Organizational Communication, General
Amanda Graves's Wells Fargo Experience December 1995 - November 2001
Job Independent National Executive Director, ThirtyOne Gifts
Industry Consumer Goods
Experience
Thirty-One Gifts November 2006 - Present
Bank of America 2003 - 2005
Wells Fargo December 1995 - November 2001
Skills
Event Planning, Sales, Coaching, Building Relationships, Recruiting, Leadership Development, Training, Customer Service, Entrepreneurship, Fundraising, Leadership, Social Networking, Organization, Team Building, Retail, Selling, Facebook, Time Management, Human Resources, Direct Sales, Strategic Planning, Marketing, Teamwork, Budgets, Public Relations, Administrative..., Social Media Marketing, Customer Satisfaction, Employee Relations, Marketing Communications, Microsoft Office, Social Media, Outlook, Office Management, Management, Event Management, Microsoft Excel, Public Speaking, Microsoft Word
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2006
BSBA, Management
Queens University of Charlotte 1989 — 1991
Liberal Arts and Sciences, General Studies and Humanities
Garinger
High School Diploma
Thirty-One Gifts November 2006 - Present
Bank of America 2003 - 2005
Wells Fargo December 1995 - November 2001
Skills
Event Planning, Sales, Coaching, Building Relationships, Recruiting, Leadership Development, Training, Customer Service, Entrepreneurship, Fundraising, Leadership, Social Networking, Organization, Team Building, Retail, Selling, Facebook, Time Management, Human Resources, Direct Sales, Strategic Planning, Marketing, Teamwork, Budgets, Public Relations, Administrative..., Social Media Marketing, Customer Satisfaction, Employee Relations, Marketing Communications, Microsoft Office, Social Media, Outlook, Office Management, Management, Event Management, Microsoft Excel, Public Speaking, Microsoft Word
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2006
BSBA, Management
Queens University of Charlotte 1989 — 1991
Liberal Arts and Sciences, General Studies and Humanities
Garinger
High School Diploma
Shawn Rawleigh's Wells Fargo Experience April 2015 - July 2015
Job Market Risk and Treasury Advisory Manager
Industry Financial Services
Experience
KPMG July 2015 - Present
Wells Fargo April 2015 - July 2015
Wells Fargo August 2013 - April 2015
Bank of America March 2013 - August 2013
Bank of America March 2011 - March 2013
Bank of America October 2009 - March 2011
Sherpa July 2009 - October 2009
Wells Fargo July 2008 - July 2009
Wells Fargo July 2007 - July 2008
Carolinas Healthcare System July 2006 - July 2007
Skills
Business Strategy, Financial Modeling, Financial Reporting, Market Research, Marketing Strategy, Staff Management, Data Modeling, Cost Reduction..., Strategy Execution, Scorecard Management, Technical Analysis, Big Data Analysis, Process Improvement, Vendor Management, Financial Analysis, Finance, Analysis, Forecasting, Program Management, Management, Risk Management, Strategy, Business Analysis
Education
Queens University of Charlotte 2008 — 2010
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
SUNY at Buffalo 2001 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
KPMG July 2015 - Present
Wells Fargo April 2015 - July 2015
Wells Fargo August 2013 - April 2015
Bank of America March 2013 - August 2013
Bank of America March 2011 - March 2013
Bank of America October 2009 - March 2011
Sherpa July 2009 - October 2009
Wells Fargo July 2008 - July 2009
Wells Fargo July 2007 - July 2008
Carolinas Healthcare System July 2006 - July 2007
Skills
Business Strategy, Financial Modeling, Financial Reporting, Market Research, Marketing Strategy, Staff Management, Data Modeling, Cost Reduction..., Strategy Execution, Scorecard Management, Technical Analysis, Big Data Analysis, Process Improvement, Vendor Management, Financial Analysis, Finance, Analysis, Forecasting, Program Management, Management, Risk Management, Strategy, Business Analysis
Education
Queens University of Charlotte 2008 — 2010
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
SUNY at Buffalo 2001 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
Andre Dykes's Wells Fargo Experience March 2007 - January 2011
Job Author, freelance journalist
Industry Public Relations and Communications
Experience
NBC News March 2015 - Present
Water Street Publications 2003 - Present
CNN November 2013 - October 2014
WBTV December 2009 - November 2013
Wells Fargo March 2007 - January 2011
WCNC-TV May 2005 - October 2006
WCNC April 2000 - May 2005
WCNC January 1999 - April 2000
Skills
Media Relations, Press Releases, Journalism, Crisis Communications, News Writing, Public Relations, Broadcast Journalism, Ap Style, Editing, Strategic Communications, Social Media, Broadcast, Corporate Communications, Storytelling, Blogging, ENPS, Publicity, Copy Editing, Television, Producing, Avid, Broadcast Television, New Media, Video, Publications, Breaking News, Web Content, AP Style
Education
Queens University of Charlotte 2010 — 2010
University of North Carolina at Charlotte 1998 — 2000
Bachelor of Arts, Communications
NBC News March 2015 - Present
Water Street Publications 2003 - Present
CNN November 2013 - October 2014
WBTV December 2009 - November 2013
Wells Fargo March 2007 - January 2011
WCNC-TV May 2005 - October 2006
WCNC April 2000 - May 2005
WCNC January 1999 - April 2000
Skills
Media Relations, Press Releases, Journalism, Crisis Communications, News Writing, Public Relations, Broadcast Journalism, Ap Style, Editing, Strategic Communications, Social Media, Broadcast, Corporate Communications, Storytelling, Blogging, ENPS, Publicity, Copy Editing, Television, Producing, Avid, Broadcast Television, New Media, Video, Publications, Breaking News, Web Content, AP Style
Education
Queens University of Charlotte 2010 — 2010
University of North Carolina at Charlotte 1998 — 2000
Bachelor of Arts, Communications
Margaret Caycedo Margaret Caycedo's Wells Fargo Experience March 2013 - Present
Job Senior Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2013 - Present
Bank of America April 2012 - March 2013
Wells Fargo April 2008 - April 2012
BB&T 2006 - 2007
Bank of America 2000 - 2006
Royal & SunAlliance 1985 - 2000
Skills
Six Sigma, SDLC, Risk Management, Business Analysis, Business Process, Project Management, Integration, Process Improvement, Project Portfolio..., Mergers & Acquisitions, Analysis, Change Management, Portfolio Management, XML, SharePoint, E-commerce, Business Intelligence
Education
Queens University of Charlotte 1998 — 2000
EMBA, Business Administration
Saint John's University 1978 — 1982
BS, Marketing
PMI Institute
PMP Certified, Project Management
Wells Fargo March 2013 - Present
Bank of America April 2012 - March 2013
Wells Fargo April 2008 - April 2012
BB&T 2006 - 2007
Bank of America 2000 - 2006
Royal & SunAlliance 1985 - 2000
Skills
Six Sigma, SDLC, Risk Management, Business Analysis, Business Process, Project Management, Integration, Process Improvement, Project Portfolio..., Mergers & Acquisitions, Analysis, Change Management, Portfolio Management, XML, SharePoint, E-commerce, Business Intelligence
Education
Queens University of Charlotte 1998 — 2000
EMBA, Business Administration
Saint John's University 1978 — 1982
BS, Marketing
PMI Institute
PMP Certified, Project Management
Andrew Swift, MSOD Andrew Swift, MSOD's Wells Fargo Experience October 2014 - February 2015
Job Vice President of Employee Sourcing and Development
Industry Human Resources
Experience
Tipperary sales, dba La-Z-Boy Furniture Galleries February 2015 - Present
Wells Fargo October 2014 - February 2015
LaPaglia and Associates December 2013 - March 2014
McDonnell and Associates, PA March 2013 - October 2013
Boston National Settlement Services June 2012 - March 2013
Volt Workforce Solutions March 2012 - August 2012
The Accurate Group/ East Coast Real Estate Services July 2005 - August 2011
East Coast Real Estate Services October 2004 - July 2005
Colonial Title Company April 2003 - September 2004
McGladrey February 2003 - April 2003
Skills
Recruiting, Customer Service, Technical Recruiting, Human Resources, Title Insurance, Investment Properties, Foreclosures, Temporary Placement, Time Management, Interviews, Executive Coaching, Sports Coaching, Commercial Real Estate, Project Management, Organizational..., Management, Team Building
Education
The McColl Schools of Business at Queens University of Charlotte 2012 — 2014
Master's Degree, Organization development
Queens University of Charlotte 1997 — 2001
BA, History
wca
Tipperary sales, dba La-Z-Boy Furniture Galleries February 2015 - Present
Wells Fargo October 2014 - February 2015
LaPaglia and Associates December 2013 - March 2014
McDonnell and Associates, PA March 2013 - October 2013
Boston National Settlement Services June 2012 - March 2013
Volt Workforce Solutions March 2012 - August 2012
The Accurate Group/ East Coast Real Estate Services July 2005 - August 2011
East Coast Real Estate Services October 2004 - July 2005
Colonial Title Company April 2003 - September 2004
McGladrey February 2003 - April 2003
Skills
Recruiting, Customer Service, Technical Recruiting, Human Resources, Title Insurance, Investment Properties, Foreclosures, Temporary Placement, Time Management, Interviews, Executive Coaching, Sports Coaching, Commercial Real Estate, Project Management, Organizational..., Management, Team Building
Education
The McColl Schools of Business at Queens University of Charlotte 2012 — 2014
Master's Degree, Organization development
Queens University of Charlotte 1997 — 2001
BA, History
wca
Ryan Fischer Ryan Fischer's Wells Fargo Experience April 2014 - Present
Job Regulatory Reporting
Industry Banking
Experience
Wells Fargo April 2014 - Present
HSBC October 2012 - April 2014
Bank of America August 2010 - October 2012
Quaero August 2009 - August 2010
Pinnacle Fund Administration May 2008 - August 2009
Skills
Financial Analysis, Financial Reporting, General Ledger, SQL, Account Reconciliation, Business Strategy, Credit Risk, Capital Markets, Bloomberg, Trade Finance, Risk Mitigation, Capital Management, Production Management, Data Analysis, Data Management, Analysis, Financial Risk, Risk Management
Education
Queens University of Charlotte
Bachelor's degree, Business Administration, Management and Operations
Wells Fargo April 2014 - Present
HSBC October 2012 - April 2014
Bank of America August 2010 - October 2012
Quaero August 2009 - August 2010
Pinnacle Fund Administration May 2008 - August 2009
Skills
Financial Analysis, Financial Reporting, General Ledger, SQL, Account Reconciliation, Business Strategy, Credit Risk, Capital Markets, Bloomberg, Trade Finance, Risk Mitigation, Capital Management, Production Management, Data Analysis, Data Management, Analysis, Financial Risk, Risk Management
Education
Queens University of Charlotte
Bachelor's degree, Business Administration, Management and Operations
Sally Samy Sally Samy's Wells Fargo Experience July 2015 - Present
Job Student at State University of New York at Stony Brook
Industry Investment Banking
Experience
Wells Fargo July 2015 - Present
Preferred Dental Care April 2013 - September 2014
Vector Marketing September 2012 - September 2012
Home Sweet Home Daycare June 2010 - August 2010
New York City Council Member Julissa Ferreras Office June 2009 - August 2009
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Eaglesoft, Research, Leadership, Public Speaking, Teamwork, Analysis, Event Planning, Time Management, Critical Thinking, Financial Planning, Communication
Education
Stony Brook University 2014 — 2016
Bachelor's Degree, Business Management - Finance
Queensborough Community College 2012 — 2013
Business Administration and Management, General, 3.784
Wells Fargo July 2015 - Present
Preferred Dental Care April 2013 - September 2014
Vector Marketing September 2012 - September 2012
Home Sweet Home Daycare June 2010 - August 2010
New York City Council Member Julissa Ferreras Office June 2009 - August 2009
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Eaglesoft, Research, Leadership, Public Speaking, Teamwork, Analysis, Event Planning, Time Management, Critical Thinking, Financial Planning, Communication
Education
Stony Brook University 2014 — 2016
Bachelor's Degree, Business Management - Finance
Queensborough Community College 2012 — 2013
Business Administration and Management, General, 3.784
Matthew Rossi CFP® Matthew Rossi CFP®'s Wells Fargo Experience February 2011 - December 2013
Job Senior Global Financial Crimes Compliance Specialist at Bank of America
Industry Financial Services
Experience
Bank of America March 2014 - Present
Bank of America December 2013 - Present
Wells Fargo February 2011 - December 2013
TIAA-CREF November 2004 - February 2011
BB&T June 2002 - April 2004
Bank of America July 2000 - August 2001
Skills
Securities, Banking, Series 7, AML, FINRA, Investment Advisory, Investments, Investment Banking, Series 24, Alternative Investments, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Capital Markets, Relationship Management, Financial Services, Retirement, Asset Allocation, Due Diligence, Risk Management, Financial Risk, Salesforce.com, Siebel, Bloomberg, Fixed Income, Credit Risk, 144A, Securities Exchange Act..., Broker-Dealer Operations, Compliance Consulting, Basel III, Derivatives, Credit, Anti Money Laundering
Education
Queens University of Charlotte 2006 — 2007
CERTIFIED FINANCIAL PLANNER Program
University at Albany, SUNY 1995 — 1998
BA, Criminal Justice, Sociology, Psychology
Bank of America March 2014 - Present
Bank of America December 2013 - Present
Wells Fargo February 2011 - December 2013
TIAA-CREF November 2004 - February 2011
BB&T June 2002 - April 2004
Bank of America July 2000 - August 2001
Skills
Securities, Banking, Series 7, AML, FINRA, Investment Advisory, Investments, Investment Banking, Series 24, Alternative Investments, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Capital Markets, Relationship Management, Financial Services, Retirement, Asset Allocation, Due Diligence, Risk Management, Financial Risk, Salesforce.com, Siebel, Bloomberg, Fixed Income, Credit Risk, 144A, Securities Exchange Act..., Broker-Dealer Operations, Compliance Consulting, Basel III, Derivatives, Credit, Anti Money Laundering
Education
Queens University of Charlotte 2006 — 2007
CERTIFIED FINANCIAL PLANNER Program
University at Albany, SUNY 1995 — 1998
BA, Criminal Justice, Sociology, Psychology
Octavia Beadle Octavia Beadle's Wells Fargo Experience January 2014 - Present
Job Administrative Assistant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Davis Group July 2006 - December 2013
Verizon Wireless October 2003 - June 2006
Skills
Microsoft Office, Typing, Customer Service, Outlook, Customer Satisfaction, Data Entry, Administrative..., Microsoft Excel, Microsoft Word, Access, PowerPoint, Time Management, Problem Solving, Accounts Receivable, System Administration, Inventory Management, Accounts Payable, Teamwork, Event Planning, Microsoft Publisher, Public Speaking, Management, Coaching, Computers, Office Management
Education
Winthrop University 2001 — 2003
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Queens University of Charlotte 1998 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo January 2014 - Present
Davis Group July 2006 - December 2013
Verizon Wireless October 2003 - June 2006
Skills
Microsoft Office, Typing, Customer Service, Outlook, Customer Satisfaction, Data Entry, Administrative..., Microsoft Excel, Microsoft Word, Access, PowerPoint, Time Management, Problem Solving, Accounts Receivable, System Administration, Inventory Management, Accounts Payable, Teamwork, Event Planning, Microsoft Publisher, Public Speaking, Management, Coaching, Computers, Office Management
Education
Winthrop University 2001 — 2003
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Queens University of Charlotte 1998 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, General
Pats Cohee Pats Cohee's Wells Fargo Experience May 2014 - Present
Job Senior Project Manager at Wells Fargo / Wholesale Bank Risk Data Information
Industry Banking
Experience
Wells Fargo May 2014 - Present
Wells Fargo March 2013 - Present
Wells Fargo March 2013 - Present
Bank of America August 1987 - July 2012
Bank of America August 1987 - July 2012
Skills
PMP Certified, Six Sigma, Helix, Certified Project Manag, Certified Scrum Master..., Black Belt, Lean Management, Process Improvement, Analytics, Leadership, Risk Management, Project Management, PMP, PMO, Management, Project Portfolio..., Vendor Management, Financial Risk
Education
Queens University of Charlotte
Bachelor of Business Administration (B.B.A.), Business/Corporate Communications, 3.80
Wells Fargo May 2014 - Present
Wells Fargo March 2013 - Present
Wells Fargo March 2013 - Present
Bank of America August 1987 - July 2012
Bank of America August 1987 - July 2012
Skills
PMP Certified, Six Sigma, Helix, Certified Project Manag, Certified Scrum Master..., Black Belt, Lean Management, Process Improvement, Analytics, Leadership, Risk Management, Project Management, PMP, PMO, Management, Project Portfolio..., Vendor Management, Financial Risk
Education
Queens University of Charlotte
Bachelor of Business Administration (B.B.A.), Business/Corporate Communications, 3.80
Alison Elliott Alison Elliott's Wells Fargo Experience October 2013 - August 2014
Job Training Design/ Change Management
Industry Financial Services
Experience
Duke Energy Corporation August 2014 - Present
Wells Fargo October 2013 - August 2014
Vanguard 2005 - 2013
Skills
Coaching, Human Resources, Employee Training, Onboarding, Training, Customer Service, Financial Services, Leadership, Team Building, Time Management, Public Speaking, Process Improvement, CRM, Microsoft Word, Management, Investments, Mutual Funds, Series 63, Project Management, Relationship Management, Event Management, Business Analysis, Retirement Planning, Program Management, Call Centers, Budgets, Event Planning, PowerPoint, Analysis, Financial Analysis, Risk Management, Nonprofits, Team Leadership, Research, Customer Satisfaction, Lotus Notes, Fundraising, Change Management
Education
Queens University of Charlotte 2008 — 2010
Bachelor of Science (BS), Human Services, General
State University of New York College at Fredonia 1998 — 2002
Computer Science
Duke Energy Corporation August 2014 - Present
Wells Fargo October 2013 - August 2014
Vanguard 2005 - 2013
Skills
Coaching, Human Resources, Employee Training, Onboarding, Training, Customer Service, Financial Services, Leadership, Team Building, Time Management, Public Speaking, Process Improvement, CRM, Microsoft Word, Management, Investments, Mutual Funds, Series 63, Project Management, Relationship Management, Event Management, Business Analysis, Retirement Planning, Program Management, Call Centers, Budgets, Event Planning, PowerPoint, Analysis, Financial Analysis, Risk Management, Nonprofits, Team Leadership, Research, Customer Satisfaction, Lotus Notes, Fundraising, Change Management
Education
Queens University of Charlotte 2008 — 2010
Bachelor of Science (BS), Human Services, General
State University of New York College at Fredonia 1998 — 2002
Computer Science
Greg Van Leer Greg Van Leer's Wells Fargo Experience January 2013 - Present
Job Home Preservation Specialist at Wells Fargo Home Mortgage
Industry Hospitality
Experience
Wells Fargo January 2013 - Present
Wells Fargo Home Mortgage November 2011 - January 2013
Northfield Inn and Suites 2011 - October 2011
Quincy University Men's Baseball August 2010 - December 2010
Bergner's December 2008 - May 2010
Skills
Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Asset Managment, Sales, Team Leadership, Outlook
Education
Quincy University 2008 — 2010
Bachelor of Science Degree, Business Management
Springfield College in Illinois 2006 — 2008
Associates Degree, Pre-Business Concentration
Wells Fargo January 2013 - Present
Wells Fargo Home Mortgage November 2011 - January 2013
Northfield Inn and Suites 2011 - October 2011
Quincy University Men's Baseball August 2010 - December 2010
Bergner's December 2008 - May 2010
Skills
Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Asset Managment, Sales, Team Leadership, Outlook
Education
Quincy University 2008 — 2010
Bachelor of Science Degree, Business Management
Springfield College in Illinois 2006 — 2008
Associates Degree, Pre-Business Concentration
Jim Hanley, Author Jim Hanley, Author's Wells Fargo Experience 1996 - January 2010
Job Writer/Author
Industry Commercial Real Estate
Experience
Freelance Writer and Editor; self employed January 2010 - Present
Sunbelt Business Brokers January 2010 - December 2011
Wells Fargo 1996 - January 2010
Wachovia, A Wells Fargo Company April 1996 - December 2008
J.P. Morgan/Morgan Guaranty Trust September 1982 - April 1996
Education
Queensborough Community College 1975 — 1976
no, Computer Science, Accounting
Freelance Writer and Editor; self employed January 2010 - Present
Sunbelt Business Brokers January 2010 - December 2011
Wells Fargo 1996 - January 2010
Wachovia, A Wells Fargo Company April 1996 - December 2008
J.P. Morgan/Morgan Guaranty Trust September 1982 - April 1996
Education
Queensborough Community College 1975 — 1976
no, Computer Science, Accounting
Madeline Anderson's Wells Fargo Experience June 2015 - Present
Job Student at Quinlan School of Business
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
SolomonEdwards January 2015 - March 2015
Innovative Technology Group - Color-Art August 2014 - December 2014
SCORE May 2014 - August 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Market Research, Constant Contact, Google Analytics, Leadership, Critical Thinking, Charismatic Leadership
Education
Quinlan School of Business, Loyola University Chicago 2011 — 2015
Bachelor of Business Administration (B.B.A.), Economics, Finance
Nerinx Hall High School 2006 — 2011
High School
Wells Fargo June 2015 - Present
SolomonEdwards January 2015 - March 2015
Innovative Technology Group - Color-Art August 2014 - December 2014
SCORE May 2014 - August 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Market Research, Constant Contact, Google Analytics, Leadership, Critical Thinking, Charismatic Leadership
Education
Quinlan School of Business, Loyola University Chicago 2011 — 2015
Bachelor of Business Administration (B.B.A.), Economics, Finance
Nerinx Hall High School 2006 — 2011
High School
Carrie Coulson's Wells Fargo Experience August 2009 - December 2010
Job Senior Project Manager at Bank of America
Industry Banking
Experience
Bank of America May 2013 - Present
Bank of America November 2010 - June 2013
Wells Fargo August 2009 - December 2010
Wachovia Bank 2006 - August 2009
Evergreen Investments August 2004 - July 2006
Evergreen Investments October 2000 - August 2004
Skills
Strategy, Project Management, Vendor Management, Management, Portfolio Management, Business Analysis, PMO, Fixed Income, Leadership, Financial Services, Risk Management, SDLC, Banking, Mutual Funds, Asset Managment, Asset Management, Agile & Waterfall..., SAP Implementation
Education
Queens University of Charlotte 2002 — 2005
MBA
University of South Carolina-Columbia 1995 — 1999
BA Journalism, Public Relations / Human Resources
Bank of America May 2013 - Present
Bank of America November 2010 - June 2013
Wells Fargo August 2009 - December 2010
Wachovia Bank 2006 - August 2009
Evergreen Investments August 2004 - July 2006
Evergreen Investments October 2000 - August 2004
Skills
Strategy, Project Management, Vendor Management, Management, Portfolio Management, Business Analysis, PMO, Fixed Income, Leadership, Financial Services, Risk Management, SDLC, Banking, Mutual Funds, Asset Managment, Asset Management, Agile & Waterfall..., SAP Implementation
Education
Queens University of Charlotte 2002 — 2005
MBA
University of South Carolina-Columbia 1995 — 1999
BA Journalism, Public Relations / Human Resources
Paul S Isaac's Wells Fargo Experience September 2003 - August 2005
Job Director, Human Resources at Eaton Corporation
Industry Electrical/Electronic Manufacturing
Experience
Eaton Corporation July 2013 - Present
Eaton Corporation April 2012 - July 2013
Eaton Corporation June 2009 - April 2012
Eaton Corporation May 2007 - June 2009
Eaton Corporation August 2006 - August 2008
Wells Fargo September 2003 - August 2005
Discover Financial Services September 1999 - August 2003
Skills
Succession Planning, Talent Management, Talent Acquisition, Organizational..., Change Management, Labor Relations, Executive Coaching, Project Management, Employee Relations, Onboarding, Human Resources, Personnel Management, Deferred Compensation, HRIS, Leadership, Management, Performance Management, Workforce Planning, HR Policies, Organizational Design, Employee Benefits, Applicant Tracking..., Benefits Administration, Employee Engagement, College Recruiting, Manufacturing, Organizational..., Recruiting, FMLA, New Hire Orientations, Technical Recruiting, Interviews, Job Analysis, Employment Law, Compensation & Benefit, Sourcing
Education
Quinlan School of Business, Loyola University Chicago 2005 — 2006
Master's degree
University of Utah - David Eccles School of Business 1999 — 2003
Bachelor's degree
Eaton Corporation July 2013 - Present
Eaton Corporation April 2012 - July 2013
Eaton Corporation June 2009 - April 2012
Eaton Corporation May 2007 - June 2009
Eaton Corporation August 2006 - August 2008
Wells Fargo September 2003 - August 2005
Discover Financial Services September 1999 - August 2003
Skills
Succession Planning, Talent Management, Talent Acquisition, Organizational..., Change Management, Labor Relations, Executive Coaching, Project Management, Employee Relations, Onboarding, Human Resources, Personnel Management, Deferred Compensation, HRIS, Leadership, Management, Performance Management, Workforce Planning, HR Policies, Organizational Design, Employee Benefits, Applicant Tracking..., Benefits Administration, Employee Engagement, College Recruiting, Manufacturing, Organizational..., Recruiting, FMLA, New Hire Orientations, Technical Recruiting, Interviews, Job Analysis, Employment Law, Compensation & Benefit, Sourcing
Education
Quinlan School of Business, Loyola University Chicago 2005 — 2006
Master's degree
University of Utah - David Eccles School of Business 1999 — 2003
Bachelor's degree
Melvina Lee's Wells Fargo Experience January 2009 - Present
Job Relationship Manager, SVP
Industry Banking
Experience
Wells Fargo January 2009 - Present
Wells Fargo January 2007 - December 2008
Wachovia Corporation January 1999 - December 2006
Wachovia Corporation April 1995 - December 1999
Skills
North Carolina Real..., Certified Property..., Real Estate, Banking, Leases, Property Management, Asset Managment, Relationship Management, Disposition, Strategy, Financial Analysis, Risk Management, Corporate Real Estate
Education
Queens University of Charlotte 1999 — 2001
MBA, Business Administration and Management, General
Pace Universtiy
Bachelor of Science, Business
Wells Fargo January 2009 - Present
Wells Fargo January 2007 - December 2008
Wachovia Corporation January 1999 - December 2006
Wachovia Corporation April 1995 - December 1999
Skills
North Carolina Real..., Certified Property..., Real Estate, Banking, Leases, Property Management, Asset Managment, Relationship Management, Disposition, Strategy, Financial Analysis, Risk Management, Corporate Real Estate
Education
Queens University of Charlotte 1999 — 2001
MBA, Business Administration and Management, General
Pace Universtiy
Bachelor of Science, Business
James Connors, CAMS's Wells Fargo Experience January 2012 - Present
Job Senior Audit Manager, Wholesale Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2012 - Present
Wells Fargo Bank January 2009 - June 2012
Wachovia August 2002 - December 2008
Wachovia Securities, LLC April 2000 - August 2002
Wachovia Securities, LLC April 1996 - April 2000
Wachovia Securities, LLC September 1993 - April 1996
Skills
General Securities..., Risk Management, AML, Operational Risk..., Internal Audit, OFAC, Financial Risk, Bank Secrecy Act, Auditing, Series 7, Banking, Series 24, Capital Markets, Sarbanes-Oxley Act, Internal Controls
Education
Queens University of Charlotte 1989 — 1991
MBA, Master of Business Administration
University of North Carolina at Charlotte 1983 — 1987
BA, Business Administration; Concentration in Finance
Wells Fargo January 2012 - Present
Wells Fargo Bank January 2009 - June 2012
Wachovia August 2002 - December 2008
Wachovia Securities, LLC April 2000 - August 2002
Wachovia Securities, LLC April 1996 - April 2000
Wachovia Securities, LLC September 1993 - April 1996
Skills
General Securities..., Risk Management, AML, Operational Risk..., Internal Audit, OFAC, Financial Risk, Bank Secrecy Act, Auditing, Series 7, Banking, Series 24, Capital Markets, Sarbanes-Oxley Act, Internal Controls
Education
Queens University of Charlotte 1989 — 1991
MBA, Master of Business Administration
University of North Carolina at Charlotte 1983 — 1987
BA, Business Administration; Concentration in Finance
Kostas Tsivelekidis's Wells Fargo Experience 2006 - 2007
Job Business Consulting Professional
Industry Financial Services
Experience
KNL Consulting January 2008 - Present
Accounting & Bookkeeping Connection 1998 - 2010
CitiMortgage, Inc. November 2007 - November 2008
Citi Group 2007 - 2008
Pinnacle Financial Corporation August 2007 - November 2007
Wells Fargo 2006 - 2007
Countrywide Full Spectrum Lending 2003 - 2006
Countrywide Home Loans 2003 - 2006
Countrywide 2003 - 2006
Skills
Loans, Mortgage Lending, FHA, Mortgage Banking, Management, Banking, Credit, USDA, FHA financing, Loan Origination, Refinance, Residential Mortgages, Finance, Sales Management, Investments, Leadership, Financial Analysis, Credit Analysis, Sales, Small Business
Education
Quincy College 1996 — 1998
KNL Consulting January 2008 - Present
Accounting & Bookkeeping Connection 1998 - 2010
CitiMortgage, Inc. November 2007 - November 2008
Citi Group 2007 - 2008
Pinnacle Financial Corporation August 2007 - November 2007
Wells Fargo 2006 - 2007
Countrywide Full Spectrum Lending 2003 - 2006
Countrywide Home Loans 2003 - 2006
Countrywide 2003 - 2006
Skills
Loans, Mortgage Lending, FHA, Mortgage Banking, Management, Banking, Credit, USDA, FHA financing, Loan Origination, Refinance, Residential Mortgages, Finance, Sales Management, Investments, Leadership, Financial Analysis, Credit Analysis, Sales, Small Business
Education
Quincy College 1996 — 1998
Natalia Aranguren's Wells Fargo Experience June 2014 - Present
Job Business Initiatives Manager for the Latin America and Caribbean Region at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo November 2013 - June 2014
Wells Fargo May 2012 - November 2013
Wells Fargo September 2010 - May 2012
Wells Fargo May 2008 - September 2010
Wells Fargo 2003 - 2008
JPMorgan Chase 1997 - 2003
Skills
Cross-functional Team..., Third Party Vendor..., Third Party Vendors, Portfolio Management, Project Management, Risk Management, PMO, PMP, SDLC, Program Management, Strategic Planning, Project Portfolio..., Process Improvement, Leadership, Business Analysis, Project Delivery, Analysis, Business Intelligence, SharePoint, Requirements Gathering, Quality Assurance, Resource Management, Strategy, PMO Services, Change Management, Training, Stakeholder Management, Agile & Waterfall..., Project Governance, Demand Management, Project Finance, Third Party Applications, Vendor Management, Management
Education
Queens University of Charlotte 2008 — 2010
MBA, Executive MBA
University of Tampa - John H. Sykes College of Business 2001 — 2004
Wells Fargo June 2014 - Present
Wells Fargo November 2013 - June 2014
Wells Fargo May 2012 - November 2013
Wells Fargo September 2010 - May 2012
Wells Fargo May 2008 - September 2010
Wells Fargo 2003 - 2008
JPMorgan Chase 1997 - 2003
Skills
Cross-functional Team..., Third Party Vendor..., Third Party Vendors, Portfolio Management, Project Management, Risk Management, PMO, PMP, SDLC, Program Management, Strategic Planning, Project Portfolio..., Process Improvement, Leadership, Business Analysis, Project Delivery, Analysis, Business Intelligence, SharePoint, Requirements Gathering, Quality Assurance, Resource Management, Strategy, PMO Services, Change Management, Training, Stakeholder Management, Agile & Waterfall..., Project Governance, Demand Management, Project Finance, Third Party Applications, Vendor Management, Management
Education
Queens University of Charlotte 2008 — 2010
MBA, Executive MBA
University of Tampa - John H. Sykes College of Business 2001 — 2004
Jill Bandur's Wells Fargo Experience September 2013 - Present
Job Business Systems Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2013 - Present
Wells Fargo March 2013 - August 2013
Wells Fargo November 2009 - April 2012
JPMorgan Chase January 2004 - August 2009
Skills
Project Management, Business Analysis, Process Improvement, MS Project, Visio, Business Requirements, Risk Management, SharePoint, Banking, Project Coordination, Business Process..., Program Management, Change Management, PMO, Project Delivery, Strategic Planning, User Acceptance Testing, International Project..., Employee Training, Project Portfolio..., Integration
Education
Loyola University of Chicago - Graduate School of Business 2006 — 2009
MBA, Operations Management, Marketing & International
University of Illinois at Chicago 2003 — 2003
Certification, Project Management
University of Iowa 1999 — 2003
BA, Psychology
Wells Fargo September 2013 - Present
Wells Fargo March 2013 - August 2013
Wells Fargo November 2009 - April 2012
JPMorgan Chase January 2004 - August 2009
Skills
Project Management, Business Analysis, Process Improvement, MS Project, Visio, Business Requirements, Risk Management, SharePoint, Banking, Project Coordination, Business Process..., Program Management, Change Management, PMO, Project Delivery, Strategic Planning, User Acceptance Testing, International Project..., Employee Training, Project Portfolio..., Integration
Education
Loyola University of Chicago - Graduate School of Business 2006 — 2009
MBA, Operations Management, Marketing & International
University of Illinois at Chicago 2003 — 2003
Certification, Project Management
University of Iowa 1999 — 2003
BA, Psychology
Jon Broeker's Wells Fargo Experience November 1998 - July 2001
Job Financial Professional Associate at The Prudential Insurance Company of America
Industry Financial Services
Experience
Wells Fargo Bank N.A November 2000 - September 2012
Wells Fargo November 1998 - July 2001
Wells Fargo Home Mortgage January 1998 - November 2000
Norwest Mortgage May 1996 - January 1998
Prudential Home Mortgage January 1993 - May 1996
Illinois Department of Revenue January 1988 - January 1993
Skills
Mortgage Banking, Mortgage Lending, FHA, Loans, Refinance, Operations Analysis, Report Writing, Management, Microsoft Office, Microsoft Excel, Customer Service, Risk Management, Sales Management, Training, Project Management, Operational Analysis, Leadership, Finance, Insurance, Forecasting
Education
University of Illinois Springfield 1984 — 1986
Post Graduate, Legal Studies
Quincy University 1980 — 1984
Bachelor of Arts;, Political Science; History
Wells Fargo Bank N.A November 2000 - September 2012
Wells Fargo November 1998 - July 2001
Wells Fargo Home Mortgage January 1998 - November 2000
Norwest Mortgage May 1996 - January 1998
Prudential Home Mortgage January 1993 - May 1996
Illinois Department of Revenue January 1988 - January 1993
Skills
Mortgage Banking, Mortgage Lending, FHA, Loans, Refinance, Operations Analysis, Report Writing, Management, Microsoft Office, Microsoft Excel, Customer Service, Risk Management, Sales Management, Training, Project Management, Operational Analysis, Leadership, Finance, Insurance, Forecasting
Education
University of Illinois Springfield 1984 — 1986
Post Graduate, Legal Studies
Quincy University 1980 — 1984
Bachelor of Arts;, Political Science; History
Pamela Rooney's Wells Fargo Experience January 2011 - Present
Job SVP at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2011 - Present
Wachovia, A Wells Fargo Company February 2009 - December 2011
Wachovia December 2007 - January 2009
Wachovia Bank January 2005 - December 2007
Bank of America January 1983 - October 2003
Skills
Risk Management, Strategic Planning, Banking, Portfolio Management, Product Management, Financial Risk, Six Sigma, Product Development, Business Process..., Operational Risk, Financial Services, Contract Negotiation, Mergers & Acquisitions, Business Analysis, Finance, Cross-functional Team..., Leadership, P&L Management, Management, Credit Risk, Vendor Management, Product Marketing, Operational Risk..., Strategy, Credit, Business Strategy, Process Improvement, Mortgage Lending, Relationship Management, Loans, Operations Management, Business Development, Payments, Program Management, Retail Banking, Commercial Lending, Commercial Banking, Mortgage Banking, Enterprise Software, Executive Management
Education
Queens University of Charlotte 1993 — 1999
EMBA/BS, Business
Memorial
Wells Fargo January 2011 - Present
Wachovia, A Wells Fargo Company February 2009 - December 2011
Wachovia December 2007 - January 2009
Wachovia Bank January 2005 - December 2007
Bank of America January 1983 - October 2003
Skills
Risk Management, Strategic Planning, Banking, Portfolio Management, Product Management, Financial Risk, Six Sigma, Product Development, Business Process..., Operational Risk, Financial Services, Contract Negotiation, Mergers & Acquisitions, Business Analysis, Finance, Cross-functional Team..., Leadership, P&L Management, Management, Credit Risk, Vendor Management, Product Marketing, Operational Risk..., Strategy, Credit, Business Strategy, Process Improvement, Mortgage Lending, Relationship Management, Loans, Operations Management, Business Development, Payments, Program Management, Retail Banking, Commercial Lending, Commercial Banking, Mortgage Banking, Enterprise Software, Executive Management
Education
Queens University of Charlotte 1993 — 1999
EMBA/BS, Business
Memorial
Paskel Oyoo's Wells Fargo Experience February 2013 - Present
Job Applications Systems Engineer Data Warehouse at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo February 2013 - Present
Signature Consultants May 2012 - February 2013
Titanium Solutions November 2011 - May 2012
Conclusive Marketing August 2007 - October 2011
Bases Loaded, Inc October 2005 - August 2007
United Way of Central Carolinas October 2002 - October 2005
Education
Queens University of Charlotte 2006 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Virginia Polytechnic Institute and State University 1992 — 1997
Bachelor's degree, Accounting Information Systems
Wells Fargo February 2013 - Present
Signature Consultants May 2012 - February 2013
Titanium Solutions November 2011 - May 2012
Conclusive Marketing August 2007 - October 2011
Bases Loaded, Inc October 2005 - August 2007
United Way of Central Carolinas October 2002 - October 2005
Education
Queens University of Charlotte 2006 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Virginia Polytechnic Institute and State University 1992 — 1997
Bachelor's degree, Accounting Information Systems
Ross Leong's Wells Fargo Experience December 2003 - Present
Job Marketing Database Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2003 - Present
Wells Fargo December 2003 - Present
Skills
SSIS, ETL, SSRS, Data Warehousing, SDLC, Business Intelligence, Oracle, SQL, T-SQL, Microsoft SQL Server, Visio, Database Design, Data Warehouse..., Crystal Reports, SQL Tuning, Databases, SSAS 2008, Teradata, SAS Programming
Education
Queensland University of Technology 1996 — 1998
Bachelor of Computer Science, Data Communication
Queensland University of Technology 1996 — 1998
Bachelor's degree, Computer Science
Queensland University of Technology 1994 — 1997
Bachelor's degree, Data Communication
Wells Fargo December 2003 - Present
Wells Fargo December 2003 - Present
Skills
SSIS, ETL, SSRS, Data Warehousing, SDLC, Business Intelligence, Oracle, SQL, T-SQL, Microsoft SQL Server, Visio, Database Design, Data Warehouse..., Crystal Reports, SQL Tuning, Databases, SSAS 2008, Teradata, SAS Programming
Education
Queensland University of Technology 1996 — 1998
Bachelor of Computer Science, Data Communication
Queensland University of Technology 1996 — 1998
Bachelor's degree, Computer Science
Queensland University of Technology 1994 — 1997
Bachelor's degree, Data Communication
Susan Dahlberg, MBA's Wells Fargo Experience November 2010 - Present
Job Marketing and Communications Professional
Industry Financial Services
Experience
Wells Fargo November 2010 - Present
Wells Fargo 2000 - November 2010
Wells Fargo 1998 - 2000
Johnson and Higgins (now Marsh & McLennan) 1991 - 1997
Skills
Vendor Management, Leadership, Team Building, Employee Benefits, Training, Mergers, Risk Management, SharePoint, Management, Mergers & Acquisitions, Project Management, Business Analysis, Process Improvement, Strategy, Internal Communications, Writing, PowerPoint development, Marketing Communications, Employee Recognition
Education
Juilliard School, New York, New York
Bachelor of Music, Oboe Performance
Quinlan School of Business, Loyola University Chicago
MBA, Marketing
University of California, Los Angeles
Spanish, UCLA Extension Program
Wharton School and International Foundation of Employee Benefit Plans
Certified Employee Benefits Specialist (CEBS)
Wells Fargo November 2010 - Present
Wells Fargo 2000 - November 2010
Wells Fargo 1998 - 2000
Johnson and Higgins (now Marsh & McLennan) 1991 - 1997
Skills
Vendor Management, Leadership, Team Building, Employee Benefits, Training, Mergers, Risk Management, SharePoint, Management, Mergers & Acquisitions, Project Management, Business Analysis, Process Improvement, Strategy, Internal Communications, Writing, PowerPoint development, Marketing Communications, Employee Recognition
Education
Juilliard School, New York, New York
Bachelor of Music, Oboe Performance
Quinlan School of Business, Loyola University Chicago
MBA, Marketing
University of California, Los Angeles
Spanish, UCLA Extension Program
Wharton School and International Foundation of Employee Benefit Plans
Certified Employee Benefits Specialist (CEBS)
Kenza Wingate's Wells Fargo Experience March 2013 - Present
Job Communications Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo January 2012 - January 2013
Wells Fargo August 2009 - January 2012
Wachovia July 2005 - June 2009
Skills
SharePoint, Financial Services, Program Management, Process Improvement, Relationship Management
Education
Queens University of Charlotte
MA, Organizational Communications
Wingate University
BA, Organizational Communications
Wells Fargo March 2013 - Present
Wells Fargo January 2012 - January 2013
Wells Fargo August 2009 - January 2012
Wachovia July 2005 - June 2009
Skills
SharePoint, Financial Services, Program Management, Process Improvement, Relationship Management
Education
Queens University of Charlotte
MA, Organizational Communications
Wingate University
BA, Organizational Communications
Ercel Carter's Wells Fargo Experience June 2004 - Present
Job Market President, Wells Fargo Bank
Industry Banking
Experience
Wells Fargo June 2004 - Present
Skills
Banking, Commercial Banking, Loans, Commercial Lending, Credit Analysis, Small Business Lending, Credit, Underwriting, Credit Risk, Relationship Management, Portfolio Management, Lines Of Credit, Financial Services, Loan Origination
Education
Queens University of Charlotte 2000 — 2003
MBA, Finance
Queens University of Charlotte 1992 — 1997
Bachelor of Arts (B.A.), Philosophy, History
Wells Fargo June 2004 - Present
Skills
Banking, Commercial Banking, Loans, Commercial Lending, Credit Analysis, Small Business Lending, Credit, Underwriting, Credit Risk, Relationship Management, Portfolio Management, Lines Of Credit, Financial Services, Loan Origination
Education
Queens University of Charlotte 2000 — 2003
MBA, Finance
Queens University of Charlotte 1992 — 1997
Bachelor of Arts (B.A.), Philosophy, History
Huanita Sullivan's Wells Fargo Experience November 2006 - Present
Job Senior Home Equity Underwriter
Industry Banking
Experience
Wells Fargo November 2006 - Present
Wachovia 2001 - November 2006
Education
Queens University of Charlotte
BA, Organizational Communication
Wells Fargo November 2006 - Present
Wachovia 2001 - November 2006
Education
Queens University of Charlotte
BA, Organizational Communication
Sheila Molino's Wells Fargo Experience February 2015 - Present
Job Corporate Properties Group Line of Business Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Wells Fargo December 2012 - February 2015
Wachovia, A Wells Fargo Company October 2009 - December 2012
Wachovia, A Wells Fargo Company September 1998 - October 2009
Skills
Strategy, Leadership, Finance, Analysis, Budgets, Project Planning, Financial Services, Access, Relationship Management, Banking, Portfolio Management, Risk Management, Financial Analysis, Management
Education
Queens University of Charlotte 1992 — 1994
MBA, Business
University of Virginia 1981 — 1985
BA, Rhetoric and Communication Studies
Wells Fargo February 2015 - Present
Wells Fargo December 2012 - February 2015
Wachovia, A Wells Fargo Company October 2009 - December 2012
Wachovia, A Wells Fargo Company September 1998 - October 2009
Skills
Strategy, Leadership, Finance, Analysis, Budgets, Project Planning, Financial Services, Access, Relationship Management, Banking, Portfolio Management, Risk Management, Financial Analysis, Management
Education
Queens University of Charlotte 1992 — 1994
MBA, Business
University of Virginia 1981 — 1985
BA, Rhetoric and Communication Studies
Sheila Nye's Wells Fargo Experience February 2011 - Present
Job Fixed Income Trading Compliance for Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo February 2011 - Present
Skills
Mutual Funds, Asset Allocation, Relationship Management, Risk Management, Electronic Trading, Mortgage Lending, Money Market, Process Improvement, Cross-functional Team..., Partnerships, Portfolio Management, Fixed Income, Trading, Financial Risk, Series 7
Education
Queens University of Charlotte
Bachelor of Arts Degree, Business Administration
Edgerton High School 1979 — 1984
Wells Fargo February 2011 - Present
Skills
Mutual Funds, Asset Allocation, Relationship Management, Risk Management, Electronic Trading, Mortgage Lending, Money Market, Process Improvement, Cross-functional Team..., Partnerships, Portfolio Management, Fixed Income, Trading, Financial Risk, Series 7
Education
Queens University of Charlotte
Bachelor of Arts Degree, Business Administration
Edgerton High School 1979 — 1984
Richard Eudy's Wells Fargo Experience February 2002 - Present
Job Vice President at Wachovia
Industry Banking
Experience
Wells Fargo February 2002 - Present
Wachovia Securities 2002 - Present
Wachovia Bank 2002 - Present
Bank of America June 1994 - February 2002
The Hearst Corporation June 1992 - May 1994
JPMorgan May 1989 - November 1990
Sea-Land Corporation October 1979 - April 1989
McGladrey & Pullen, CPAs June 1977 - September 1979
Education
Queens University of Charlotte 1994 — 1996
MBA, Master of Business Administration - Finance
Wake Forest University 1973 — 1977
BS, Accounting
Wells Fargo February 2002 - Present
Wachovia Securities 2002 - Present
Wachovia Bank 2002 - Present
Bank of America June 1994 - February 2002
The Hearst Corporation June 1992 - May 1994
JPMorgan May 1989 - November 1990
Sea-Land Corporation October 1979 - April 1989
McGladrey & Pullen, CPAs June 1977 - September 1979
Education
Queens University of Charlotte 1994 — 1996
MBA, Master of Business Administration - Finance
Wake Forest University 1973 — 1977
BS, Accounting
Freddy Richardson's Wells Fargo Experience November 1997 - October 2008
Job Customer Service Professional
Industry Consumer Services
Experience
JC Penney October 2008 - January 2009
Wells Fargo November 1997 - October 2008
Chase Bank January 1994 - September 1997
Budget Rent a Car May 1989 - September 1993
Education
Queensborough Community College 1987 — 1988
no, Business Management
JC Penney October 2008 - January 2009
Wells Fargo November 1997 - October 2008
Chase Bank January 1994 - September 1997
Budget Rent a Car May 1989 - September 1993
Education
Queensborough Community College 1987 — 1988
no, Business Management
Denise Hegler's Wells Fargo Experience June 2005 - Present
Job Business System Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2005 - Present
Wells Fargo 2005 - Present
Wachovia 2005 - 2009
Royal & Sun Alliance Insurance June 1997 - April 2004
Royal and SunAlliance 2002 - 2004
NationsBank (now Bank of America) June 1981 - June 1997
Bank of America June 1994 - November 1994
Skills
SQL, Data Warehousing, Mainframe, Software Documentation, Business Analysis, Requirements Analysis, SDLC, COBOL, JCL, Teradata
Education
Queens University of Charlotte 2001 — 2001
na, Computer Information Systems
Strome College of Business 1975 — 1981
B.S.B.A., M.I.S.
Wells Fargo June 2005 - Present
Wells Fargo 2005 - Present
Wachovia 2005 - 2009
Royal & Sun Alliance Insurance June 1997 - April 2004
Royal and SunAlliance 2002 - 2004
NationsBank (now Bank of America) June 1981 - June 1997
Bank of America June 1994 - November 1994
Skills
SQL, Data Warehousing, Mainframe, Software Documentation, Business Analysis, Requirements Analysis, SDLC, COBOL, JCL, Teradata
Education
Queens University of Charlotte 2001 — 2001
na, Computer Information Systems
Strome College of Business 1975 — 1981
B.S.B.A., M.I.S.
Evelyn King's Wells Fargo Experience October 2004 - September 2012
Job Paralegal
Industry Oil & Energy
Experience
Tesoro Corporation June 2015 - Present
AMT Direct April 2015 - Present
Bank of America September 2012 - March 2015
Wells Fargo October 2004 - September 2012
First Data Corporation February 2003 - August 2004
Gateway, Inc. May 1999 - February 2003
Skills
Lexis, Westlaw, Legal Research, Legal Assistance, Legal Documents, Notary Public, Litigation, Corporate Law, Corporate Governance, Civil Litigation, Administrative..., Securities, Securities Regulation, Licensing, Due Diligence, Mediation, Document Review, Wordperfect, Financial Services, Trusts, LexisNexis
Education
Queens University of Charlotte
Tesoro Corporation June 2015 - Present
AMT Direct April 2015 - Present
Bank of America September 2012 - March 2015
Wells Fargo October 2004 - September 2012
First Data Corporation February 2003 - August 2004
Gateway, Inc. May 1999 - February 2003
Skills
Lexis, Westlaw, Legal Research, Legal Assistance, Legal Documents, Notary Public, Litigation, Corporate Law, Corporate Governance, Civil Litigation, Administrative..., Securities, Securities Regulation, Licensing, Due Diligence, Mediation, Document Review, Wordperfect, Financial Services, Trusts, LexisNexis
Education
Queens University of Charlotte
Elizabeth. Nani's Wells Fargo Experience June 2009 - Present
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2009 - Present
LaSalle Bank August 1994 - June 2009
Education
Saint Mary's College 1974 — 1978
BA, Political Science
Quinlan School of Business, Loyola University Chicago
Masters, Business
Wells Fargo June 2009 - Present
LaSalle Bank August 1994 - June 2009
Education
Saint Mary's College 1974 — 1978
BA, Political Science
Quinlan School of Business, Loyola University Chicago
Masters, Business
Elliott Willson's Wells Fargo Experience August 2010 - October 2013
Job VP Institutional Clients Group
Industry Capital Markets
Experience
Citigroup July 2015 - Present
Deutsche Bank October 2013 - July 2015
Wells Fargo August 2010 - October 2013
Wachovia, A Wells Fargo Company July 2009 - August 2010
Wachovia, A Wells Fargo Company October 2007 - July 2009
Skills
Financial Analysis, Data Analysis, Financial Modeling, Risk Management, Bloomberg, Banking, Securities, Credit, Fixed Income, Capital Markets, Commodity, Derivatives, Microsoft Office, Equities
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2010
MBA, Finance
Queens University of Charlotte 2001 — 2004
BS, Biology
Citigroup July 2015 - Present
Deutsche Bank October 2013 - July 2015
Wells Fargo August 2010 - October 2013
Wachovia, A Wells Fargo Company July 2009 - August 2010
Wachovia, A Wells Fargo Company October 2007 - July 2009
Skills
Financial Analysis, Data Analysis, Financial Modeling, Risk Management, Bloomberg, Banking, Securities, Credit, Fixed Income, Capital Markets, Commodity, Derivatives, Microsoft Office, Equities
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2010
MBA, Finance
Queens University of Charlotte 2001 — 2004
BS, Biology
gabriel vuagniaux's Wells Fargo Experience 1989 - Present
Job manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1989 - Present
Wells Fargo 1989 - Present
Skills
Portfolio Management, Credit, Banking, Risk Management, Mortgage Lending, Loans, Financial Analysis, Mutual Funds, Securities, Wealth Management, Investments, Financial Services
Education
Quincy University 1980 — 1984
Wells Fargo Advisors, LLC 1989 - Present
Wells Fargo 1989 - Present
Skills
Portfolio Management, Credit, Banking, Risk Management, Mortgage Lending, Loans, Financial Analysis, Mutual Funds, Securities, Wealth Management, Investments, Financial Services
Education
Quincy University 1980 — 1984
Angela Clapp's Wells Fargo Experience September 2005 - Present
Job Legal Assistant
Industry Automotive
Experience
Daimler Trucks North America March 2012 - Present
Wells Fargo September 2005 - Present
Wachovia, A Wells Fargo Company March 2003 - September 2006
Education
Queens University of Charlotte
BA, Marketing, Minor Communications
Daimler Trucks North America March 2012 - Present
Wells Fargo September 2005 - Present
Wachovia, A Wells Fargo Company March 2003 - September 2006
Education
Queens University of Charlotte
BA, Marketing, Minor Communications
Dan Ramkumar's Wells Fargo Experience July 2012 - Present
Job FIX Connectivity and Client Onboarding
Industry Information Technology and Services
Experience
Wells Fargo July 2012 - Present
TradingScreen October 2010 - May 2012
Instinet Incorporated January 2009 - July 2010
Deutsche Bank August 2006 - November 2008
Skills
Market Data, Trading Systems, Solaris, Order Management, Linux, Electronic Trading, Unix, Options, Routing
Education
Queensborough Community College
Wells Fargo July 2012 - Present
TradingScreen October 2010 - May 2012
Instinet Incorporated January 2009 - July 2010
Deutsche Bank August 2006 - November 2008
Skills
Market Data, Trading Systems, Solaris, Order Management, Linux, Electronic Trading, Unix, Options, Routing
Education
Queensborough Community College
Katherine Bryce's Wells Fargo Experience January 2014 - Present
Job Project Manager at Wells Fargo Randstad Professionals
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Pactera US January 2013 - January 2014
Pactera US (formerly hiSoft Envisage) July 2012 - January 2013
Merrill Lynch March 2012 - July 2012
Merrill Lynch August 2010 - March 2012
Skills
Microsoft Office, Microsoft Excel, Event Planning, Public Speaking, Customer Service, Microsoft Office..., Expense Management, Budgets, Marketing, Management, Leadership
Education
Queens University of Charlotte 2007 — 2011
Bachelor of Arts, Business Administration
Wells Fargo January 2014 - Present
Pactera US January 2013 - January 2014
Pactera US (formerly hiSoft Envisage) July 2012 - January 2013
Merrill Lynch March 2012 - July 2012
Merrill Lynch August 2010 - March 2012
Skills
Microsoft Office, Microsoft Excel, Event Planning, Public Speaking, Customer Service, Microsoft Office..., Expense Management, Budgets, Marketing, Management, Leadership
Education
Queens University of Charlotte 2007 — 2011
Bachelor of Arts, Business Administration
Samuel Kottyan's Wells Fargo Experience December 2011 - Present
Job Private Bank
Industry Banking
Experience
Wells Fargo December 2011 - Present
Bank of America June 1999 - October 2011
Bank of America December 1993 - May 1999
Bank of America May 1989 - December 1993
Skills
Proven experience in..., Excels at..., Effective in cold...
Education
Queens University of Charlotte
CFP, CFP Program
UNCC
BA, ENV
Wells Fargo December 2011 - Present
Bank of America June 1999 - October 2011
Bank of America December 1993 - May 1999
Bank of America May 1989 - December 1993
Skills
Proven experience in..., Excels at..., Effective in cold...
Education
Queens University of Charlotte
CFP, CFP Program
UNCC
BA, ENV
Candice Key's Wells Fargo Experience January 2008 - October 2012
Job Business Analyst
Industry Financial Services
Experience
Bank of America July 2014 - Present
Wells Fargo Securities November 2013 - July 2014
Bank of America December 2012 - November 2013
Wells Fargo January 2008 - October 2012
Wachovia / First Union January 2000 - January 2008
First Union October 1998 - January 2000
First Union January 1998 - January 2000
Skills
Business Analysis, Portfolio Management, Equities, Analysis, Business Process, Strategy, Fixed Income, Investments, Financial Analysis, Requirements Analysis, Project Management, Trading, Asset Allocation, Data Analysis, Financial Modeling, Bloomberg, Investment Management, Derivatives, Alternative Investments, Risk Management, Capital Markets
Education
Queens University of Charlotte
Master of Business Administration (MBA), Finance
Virginia Polytechnic Institute
Bachelor of Arts, Economics
Bank of America July 2014 - Present
Wells Fargo Securities November 2013 - July 2014
Bank of America December 2012 - November 2013
Wells Fargo January 2008 - October 2012
Wachovia / First Union January 2000 - January 2008
First Union October 1998 - January 2000
First Union January 1998 - January 2000
Skills
Business Analysis, Portfolio Management, Equities, Analysis, Business Process, Strategy, Fixed Income, Investments, Financial Analysis, Requirements Analysis, Project Management, Trading, Asset Allocation, Data Analysis, Financial Modeling, Bloomberg, Investment Management, Derivatives, Alternative Investments, Risk Management, Capital Markets
Education
Queens University of Charlotte
Master of Business Administration (MBA), Finance
Virginia Polytechnic Institute
Bachelor of Arts, Economics
Sharon Pickens's Wells Fargo Experience July 2015 - Present
Job Audit Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Bank of America September 2014 - July 2015
Bank of America July 2010 - September 2014
Skills
Risk Management, Operational Risk...
Education
Queens University of Charlotte 2010 — 2013
Master of Business Administration (MBA)
University of Alabama
Bachelor of Arts (B.A.)
Wells Fargo July 2015 - Present
Bank of America September 2014 - July 2015
Bank of America July 2010 - September 2014
Skills
Risk Management, Operational Risk...
Education
Queens University of Charlotte 2010 — 2013
Master of Business Administration (MBA)
University of Alabama
Bachelor of Arts (B.A.)
John Noell's Wells Fargo Experience March 2007 - December 2008
Job Senior Risk Specialist at Capital One, NA
Industry Financial Services
Experience
Capital One 2015 - Present
Capital One, NA April 2014 - July 2015
Capital One April 2013 - April 2014
Capital One November 2012 - April 2013
Capital One March 2012 - November 2012
Capital One September 2009 - March 2012
Wells Fargo March 2007 - December 2008
Boomerang Marketing Group, Inc January 2006 - September 2006
Skills
Management, Analysis, Loans, Leadership, Process Improvement, Internal Audit, Auditing, Underwriting, Customer Experience, Payments, Risk Management, Risk Assessment, Operational Risk..., Mortgage Banking, Banking, Flood Insurance, Insurance, Data Mapping, System Conversion, Customer Service
Education
Queens University of Charlotte 2000 — 2004
Bachelor of Arts (B.A.), Business Administration, Accounting
Capital One 2015 - Present
Capital One, NA April 2014 - July 2015
Capital One April 2013 - April 2014
Capital One November 2012 - April 2013
Capital One March 2012 - November 2012
Capital One September 2009 - March 2012
Wells Fargo March 2007 - December 2008
Boomerang Marketing Group, Inc January 2006 - September 2006
Skills
Management, Analysis, Loans, Leadership, Process Improvement, Internal Audit, Auditing, Underwriting, Customer Experience, Payments, Risk Management, Risk Assessment, Operational Risk..., Mortgage Banking, Banking, Flood Insurance, Insurance, Data Mapping, System Conversion, Customer Service
Education
Queens University of Charlotte 2000 — 2004
Bachelor of Arts (B.A.), Business Administration, Accounting
Laura Knowlson's Wells Fargo Experience 2005 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo 2005 - 2010
Bush & Powers 1999 - 2005
Skills
Team Building, Public Speaking, Marketing Strategy, Customer Service, Leadership, Microsoft Office, Sales, Banking
Education
Queens University of Charlotte
Bachelor of Business Administration (BBA), Business
Wells Fargo 2005 - 2010
Bush & Powers 1999 - 2005
Skills
Team Building, Public Speaking, Marketing Strategy, Customer Service, Leadership, Microsoft Office, Sales, Banking
Education
Queens University of Charlotte
Bachelor of Business Administration (BBA), Business
Malachina Little's Wells Fargo Experience 2007 - 2009
Job IT Lead Program Manager
Industry Financial Services
Experience
TIAA-CREF November 2009 - Present
Wells Fargo 2007 - 2009
ROYAL & SUNALLIANCE (R&SA) 2005 - 2007
Royal and Sun Alliance Insurance 2000 - 2005
RSA (formerly Royal & Sun Alliance Insurance plc), Latin America 1997 - 2000
Skills
Vendor Management, Visio, Requirements Analysis, PMO, Project Portfolio..., IT Strategy, Data Warehousing, SDLC, PMP, Business Analysis, IT Management, Business Requirements, Requirements Gathering, Software Project..., Enterprise Architecture
Education
Queens University of Charlotte 1997 — 2000
Bachelor's Degree, Organizational Communication, General
University of South Carolina-Columbia
Mechanical Engineering
TIAA-CREF November 2009 - Present
Wells Fargo 2007 - 2009
ROYAL & SUNALLIANCE (R&SA) 2005 - 2007
Royal and Sun Alliance Insurance 2000 - 2005
RSA (formerly Royal & Sun Alliance Insurance plc), Latin America 1997 - 2000
Skills
Vendor Management, Visio, Requirements Analysis, PMO, Project Portfolio..., IT Strategy, Data Warehousing, SDLC, PMP, Business Analysis, IT Management, Business Requirements, Requirements Gathering, Software Project..., Enterprise Architecture
Education
Queens University of Charlotte 1997 — 2000
Bachelor's Degree, Organizational Communication, General
University of South Carolina-Columbia
Mechanical Engineering
Jason Waldrop MPM, PMP, SMC's Wells Fargo Experience August 2014 - Present
Job
Industry Banking
Experience
Wells Fargo August 2014 - Present
Bank of America April 2012 - February 2014
Bank of America October 2010 - March 2012
Apex Systems March 2009 - October 2010
Premier Alliance January 2008 - February 2009
Strategic Staffing Solutions June 2007 - January 2008
Skills
Integration, Analysis, Leadership, Project Portfolio..., Finance, Governance, Testing, User Acceptance Testing, Enterprise Software, Credit Risk, Sourcing, Business Analysis, SDLC, Risk Management, PMP
Education
Western Carolina University 2001 — 2003
Master's Degree, Project Management
Queens University of Charlotte 1992 — 1996
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of North Carolina at Wilmington 1987 — 1991
Bachelor's Degree, Finance
Wells Fargo August 2014 - Present
Bank of America April 2012 - February 2014
Bank of America October 2010 - March 2012
Apex Systems March 2009 - October 2010
Premier Alliance January 2008 - February 2009
Strategic Staffing Solutions June 2007 - January 2008
Skills
Integration, Analysis, Leadership, Project Portfolio..., Finance, Governance, Testing, User Acceptance Testing, Enterprise Software, Credit Risk, Sourcing, Business Analysis, SDLC, Risk Management, PMP
Education
Western Carolina University 2001 — 2003
Master's Degree, Project Management
Queens University of Charlotte 1992 — 1996
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of North Carolina at Wilmington 1987 — 1991
Bachelor's Degree, Finance
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank