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
Don Boylls Don Boylls's Wells Fargo Experience January 1999 - January 2002
Job Project Coordinator at Wells Fargo NA
Industry Financial Services
Experience
Wells Fargo Bank January 2002 - Present
Wells Fargo NA March 2009 - July 2013
Wells Fargo Advisors January 2000 - March 2009
Wells Fargo January 1999 - January 2002
Education
Regis University
Bachelor of Science, Business Admin
Wells Fargo Bank January 2002 - Present
Wells Fargo NA March 2009 - July 2013
Wells Fargo Advisors January 2000 - March 2009
Wells Fargo January 1999 - January 2002
Education
Regis University
Bachelor of Science, Business Admin
Roberto Jamanca, MBA Roberto Jamanca, MBA's Wells Fargo Experience February 2014 - Present
Job Business Banking Specialist Bank Officer
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
JPMorgan Chase January 2013 - February 2014
Boulder Community Hospital May 2007 - January 2013
H&R Block January 2006 - April 2009
Lafayette Public LibraryLafayette, CO July 2006 - July 2007
Skills
Personal Finance, Insurance, Health Insurance, Financial Advisory, Long-term Care, Finance, Credit, Customer Service, Accounting, Financial Reporting, Employee Benefits
Education
Regis University 2010 — 2011
Master of Business Administration (MBA), Marketing/Marketing Management, General
Regis University 2006 — 2010
Accounting, Accounting and Finance
Universidad del Pacífico (PE) 1996 — 2000
Lima-Peru- Economics
Wells Fargo February 2014 - Present
JPMorgan Chase January 2013 - February 2014
Boulder Community Hospital May 2007 - January 2013
H&R Block January 2006 - April 2009
Lafayette Public LibraryLafayette, CO July 2006 - July 2007
Skills
Personal Finance, Insurance, Health Insurance, Financial Advisory, Long-term Care, Finance, Credit, Customer Service, Accounting, Financial Reporting, Employee Benefits
Education
Regis University 2010 — 2011
Master of Business Administration (MBA), Marketing/Marketing Management, General
Regis University 2006 — 2010
Accounting, Accounting and Finance
Universidad del Pacífico (PE) 1996 — 2000
Lima-Peru- Economics
James Cheray James Cheray's Wells Fargo Experience July 2015 - Present
Job Business Banking Specialist
Industry Higher Education
Experience
Wells Fargo July 2015 - Present
Wells Fargo May 2014 - July 2015
Famous Footwear July 2013 - May 2014
Regis University August 2010 - May 2014
Northwestern Mutual June 2013 - September 2013
Skills
Higher Education, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Community Outreach, Editing, Critical Thinking, Customer Service, Student Development, Leadership
Education
Regis University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Management, Finance, Minor in Psychology, Senior
Wells Fargo July 2015 - Present
Wells Fargo May 2014 - July 2015
Famous Footwear July 2013 - May 2014
Regis University August 2010 - May 2014
Northwestern Mutual June 2013 - September 2013
Skills
Higher Education, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Community Outreach, Editing, Critical Thinking, Customer Service, Student Development, Leadership
Education
Regis University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Management, Finance, Minor in Psychology, Senior
Kyle A. Steinbuch's Wells Fargo Experience September 2014 - Present
Job
Industry Banking
Experience
Wells Fargo September 2014 - Present
Wells Fargo March 2013 - September 2014
Morgan Stanley Private Bank October 2010 - March 2013
Wells Fargo & Company October 2005 - October 2010
Wells Fargo & Company June 2004 - October 2005
Skills
Credit Analysis, Financial Analysis, Corporate Finance, Treasury Management, Underwriting, Wealth Management, Negotiation, Business Development, Financial Risk, Commercial Banking, Commercial Lending, Series 7, Series 63, Securities Lending, Real Estate Financing, Commercial Real Estate
Education
Regis University 2010 — 2011
MBA, Accounting
University of Nevada-Las Vegas 1998 — 2002
Bachelors, Finance
Credit Management Training Program - Wells Fargo Wholesale Banking
Credit Risk Assessment and Underwriting Commercial Credit
Financial Analyst Program - Wells Fargo Wholesale Banking
Wells Fargo September 2014 - Present
Wells Fargo March 2013 - September 2014
Morgan Stanley Private Bank October 2010 - March 2013
Wells Fargo & Company October 2005 - October 2010
Wells Fargo & Company June 2004 - October 2005
Skills
Credit Analysis, Financial Analysis, Corporate Finance, Treasury Management, Underwriting, Wealth Management, Negotiation, Business Development, Financial Risk, Commercial Banking, Commercial Lending, Series 7, Series 63, Securities Lending, Real Estate Financing, Commercial Real Estate
Education
Regis University 2010 — 2011
MBA, Accounting
University of Nevada-Las Vegas 1998 — 2002
Bachelors, Finance
Credit Management Training Program - Wells Fargo Wholesale Banking
Credit Risk Assessment and Underwriting Commercial Credit
Financial Analyst Program - Wells Fargo Wholesale Banking
Jill Angelichio's Wells Fargo Experience September 2008 - December 2010
Job Global Risk Technology VP at Bank of America: Global Capital Markets | Basel Regulatory Regulations | Program Management
Industry Information Technology and Services
Experience
Bank of America March 2011 - Present
Wells Fargo September 2008 - December 2010
Wachovia Bank, N.A. February 2004 - August 2008
Prudential Securities, Inc. March 1997 - October 2002
Morgan Stanley February 1993 - February 1997
Electronic Systems Associates May 1990 - January 1993
Education
Rensselaer Polytechnic Institute 1986 — 1990
Bachelor's Degree, Electrical Engineering
Bank of America March 2011 - Present
Wells Fargo September 2008 - December 2010
Wachovia Bank, N.A. February 2004 - August 2008
Prudential Securities, Inc. March 1997 - October 2002
Morgan Stanley February 1993 - February 1997
Electronic Systems Associates May 1990 - January 1993
Education
Rensselaer Polytechnic Institute 1986 — 1990
Bachelor's Degree, Electrical Engineering
Scott Rowley Scott Rowley's Wells Fargo Experience December 2013 - Present
Job Treasury Management Consultant
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Wells Fargo May 2010 - December 2013
Janus Capital Group 2007 - 2009
RHW Management, Inc. January 2005 - October 2007
The Broadmoor 2001 - 2007
Vail Resorts November 2000 - April 2002
Skills
Treasury Management, Cash Management, Loans, Investments, Relationship Management, Credit Analysis, Financial Services, Small Business Lending, Consumer Lending, Customer Service, Loan Origination, Lines Of Credit, Management, Mortgage Lending, Sales
Education
Regis University 2006 — 2008
Master of Business Administration (M.B.A.), International Business
Western State College 2002 — 2005
Bachelor's degree, Business Administration and Management
Wells Fargo December 2013 - Present
Wells Fargo May 2010 - December 2013
Janus Capital Group 2007 - 2009
RHW Management, Inc. January 2005 - October 2007
The Broadmoor 2001 - 2007
Vail Resorts November 2000 - April 2002
Skills
Treasury Management, Cash Management, Loans, Investments, Relationship Management, Credit Analysis, Financial Services, Small Business Lending, Consumer Lending, Customer Service, Loan Origination, Lines Of Credit, Management, Mortgage Lending, Sales
Education
Regis University 2006 — 2008
Master of Business Administration (M.B.A.), International Business
Western State College 2002 — 2005
Bachelor's degree, Business Administration and Management
Scott Trigg Scott Trigg's Wells Fargo Experience February 2002 - May 2003
Job Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2005 - Present
Wells Fargo Bank November 2004 - August 2005
Wells Fargo Bank May 2003 - November 2004
Wells Fargo February 2002 - May 2003
Wells Fargo December 2000 - February 2002
Skills
Risk Management, Treasury Management, Vendor Management, Loans, Financial Services, Analysis, Strategic Planning, Product Management, Financial Modeling, Account Management, Finance, Problem Solving, Sales Presentations, Technical Presentations, Product Demonstration, Techical Sales, Mortgage Lending, Internet Banking, Strategic Financial..., Wealth Management, SBA, Credit Risk, Business Process..., Commercial Lending, Banking Relationships, Investments, Sales Management, New Business Development, Cards, Business Development, Asset Based Lending, Small Business Lending, Team Leadership, Forecasting, Team Building, Debit Cards, Treasury Services, Payment Systems, Middle Market, Cross-functional Team..., Negotiation, Commercial Banking, Commercial Mortgages, Underwriting, Sales, Business Strategy, Retail Banking, ACH, Consumer Lending, Management
Education
Regis University 2003 — 2004
MBA, Masters of Business Admininstration
The University of New Mexico - Robert O. Anderson School of Management 1997 — 1999
BBA, Marketing Management
Wells Fargo Bank August 2005 - Present
Wells Fargo Bank November 2004 - August 2005
Wells Fargo Bank May 2003 - November 2004
Wells Fargo February 2002 - May 2003
Wells Fargo December 2000 - February 2002
Skills
Risk Management, Treasury Management, Vendor Management, Loans, Financial Services, Analysis, Strategic Planning, Product Management, Financial Modeling, Account Management, Finance, Problem Solving, Sales Presentations, Technical Presentations, Product Demonstration, Techical Sales, Mortgage Lending, Internet Banking, Strategic Financial..., Wealth Management, SBA, Credit Risk, Business Process..., Commercial Lending, Banking Relationships, Investments, Sales Management, New Business Development, Cards, Business Development, Asset Based Lending, Small Business Lending, Team Leadership, Forecasting, Team Building, Debit Cards, Treasury Services, Payment Systems, Middle Market, Cross-functional Team..., Negotiation, Commercial Banking, Commercial Mortgages, Underwriting, Sales, Business Strategy, Retail Banking, ACH, Consumer Lending, Management
Education
Regis University 2003 — 2004
MBA, Masters of Business Admininstration
The University of New Mexico - Robert O. Anderson School of Management 1997 — 1999
BBA, Marketing Management
Danielle Edmonds Danielle Edmonds's Wells Fargo Experience February 1999 - October 2002
Job Senior Accountant at US Legal Support, Inc
Industry Accounting
Experience
US Legal Support, Inc November 2014 - Present
Danielle Edmonds, EA October 2002 - Present
Toastmasters International July 2013 - June 2014
Wells Fargo February 1999 - October 2002
Oracle July 1997 - February 1999
BSG/IT Alliance, Inc. June 1996 - July 1997
TeleCheck May 1993 - June 1996
Skills
Financial Analysis, Tax Preparation, Leadership, Personal Budgeting, Budgets, Financial Reporting, Public Speaking, Full-Charge Bookkeeping, QuickBooks, Small Business, Access, Payroll, Accounts Payable, Accounts Receivable, Management, Time Management, Microsoft Word, PowerPoint, Financial Statements, Microsoft Excel, Finance, Account Reconciliation, Coaching, Bookkeeping, Accounting, Mentoring, General Ledger, Outlook, Nonprofits, Teaching Adults, Tax, Corporate Tax, Team Building, Analysis
Education
Rice University 1989 — 1994
B.A., Business
University of Houston 1994 — 1995
Additional Accounting Classes
Le Cordon Bleu - Scottsdale, AZ 2002 — 2003
Associates Degree, Culinary Arts
Pomona Sr. High School 1986 — 1989
US Legal Support, Inc November 2014 - Present
Danielle Edmonds, EA October 2002 - Present
Toastmasters International July 2013 - June 2014
Wells Fargo February 1999 - October 2002
Oracle July 1997 - February 1999
BSG/IT Alliance, Inc. June 1996 - July 1997
TeleCheck May 1993 - June 1996
Skills
Financial Analysis, Tax Preparation, Leadership, Personal Budgeting, Budgets, Financial Reporting, Public Speaking, Full-Charge Bookkeeping, QuickBooks, Small Business, Access, Payroll, Accounts Payable, Accounts Receivable, Management, Time Management, Microsoft Word, PowerPoint, Financial Statements, Microsoft Excel, Finance, Account Reconciliation, Coaching, Bookkeeping, Accounting, Mentoring, General Ledger, Outlook, Nonprofits, Teaching Adults, Tax, Corporate Tax, Team Building, Analysis
Education
Rice University 1989 — 1994
B.A., Business
University of Houston 1994 — 1995
Additional Accounting Classes
Le Cordon Bleu - Scottsdale, AZ 2002 — 2003
Associates Degree, Culinary Arts
Pomona Sr. High School 1986 — 1989
Crystal Luna Crystal Luna's Wells Fargo Experience March 2010 - February 2011
Job
Industry Real Estate
Experience
Citywide Home Loans April 2015 - Present
Fidelity National Title April 2014 - June 2015
LenderLive Network May 2012 - February 2014
Wells Fargo March 2010 - February 2011
Citi February 2006 - January 2009
Pulte Mortgage May 2004 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Calyx Point, Encompass, Empower, Vendor Management, Vendor Relationships, Mortgage Banking, Processors, Coaching, Time Management, First Time Home Buyers, Harp, FHA financing, conventional financing, Mortgage Compliance, Finance
Education
Regis University 2014 — 2016
Bachelor of Arts (B.A.), Organizational Leadership
DSA 1996 — 1999
Diploma, High School/Secondary Diplomas and Certificates
Citywide Home Loans April 2015 - Present
Fidelity National Title April 2014 - June 2015
LenderLive Network May 2012 - February 2014
Wells Fargo March 2010 - February 2011
Citi February 2006 - January 2009
Pulte Mortgage May 2004 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Calyx Point, Encompass, Empower, Vendor Management, Vendor Relationships, Mortgage Banking, Processors, Coaching, Time Management, First Time Home Buyers, Harp, FHA financing, conventional financing, Mortgage Compliance, Finance
Education
Regis University 2014 — 2016
Bachelor of Arts (B.A.), Organizational Leadership
DSA 1996 — 1999
Diploma, High School/Secondary Diplomas and Certificates
Brian Hoblit Brian Hoblit's Wells Fargo Experience 2010 - 2013
Job Chief Financial Officer at Lamplighter Financial
Industry Financial Services
Experience
Lamplighter Financial 2015 - Present
River City Bank 2013 - 2015
UC Davis Graduate School of Management Alumni Association 2008 - 2014
Wells Fargo 2010 - 2013
Wells Fargo July 2010 - December 2010
Wells Fargo 2009 - 2010
Altergy 2007 - 2009
Mutant Logic, Inc 2005 - 2007
DCA Partners June 2006 - September 2006
OneRain 2000 - 2005
Skills
Finance, Due Diligence, Financial Analysis, Business Development, Financial Modeling, Commercial Lending, Mergers & Acquisitions, Strategy, Competitive Analysis, Start-ups, Valuation, Corporate Finance, Leadership, Entrepreneurship, Budgets, Analysis, Management, Venture Capital
Education
University of California, Davis - Graduate School of Management 2005 — 2007
MBA
Rice University 1998 — 2000
MS
Rice University 1992 — 1996
BS
Phoenix Country Day School 1984 — 1992
Lamplighter Financial 2015 - Present
River City Bank 2013 - 2015
UC Davis Graduate School of Management Alumni Association 2008 - 2014
Wells Fargo 2010 - 2013
Wells Fargo July 2010 - December 2010
Wells Fargo 2009 - 2010
Altergy 2007 - 2009
Mutant Logic, Inc 2005 - 2007
DCA Partners June 2006 - September 2006
OneRain 2000 - 2005
Skills
Finance, Due Diligence, Financial Analysis, Business Development, Financial Modeling, Commercial Lending, Mergers & Acquisitions, Strategy, Competitive Analysis, Start-ups, Valuation, Corporate Finance, Leadership, Entrepreneurship, Budgets, Analysis, Management, Venture Capital
Education
University of California, Davis - Graduate School of Management 2005 — 2007
MBA
Rice University 1998 — 2000
MS
Rice University 1992 — 1996
BS
Phoenix Country Day School 1984 — 1992
Linda Brucker Linda Brucker's Wells Fargo Experience December 1991 - June 1996
Job Owner of Serenity Now ~ Small Business Solutions, LLC
Industry Higher Education
Experience
Serenity Now ~ Small Business Solutions, LLC January 2014 - Present
Colorado State University April 2014 - Present
Colorado State University July 2013 - April 2014
Advanced Medical Imaging Consultants December 2004 - July 2013
KeyBank September 1997 - December 2004
Bayer July 2000 - May 2002
U.S. Bank June 1996 - August 1997
Wells Fargo December 1991 - June 1996
Skills
Accounting, General Ledger, Journal Entries, Accounts Receivable, Accounts Payable, Team Building, Customer Service, Management, Sales, Account Reconciliation, Variance Analysis, Financial Reporting, Accruals, Invoicing, Expenses, Financial Statements, New Business Development, Strategic Planning, Time Management, Organization &...
Education
Regis University 2000 — 2002
Master of Science (MS)
University of Nevada-Reno 1987 — 1991
Bachelor of Science (BS), Finance
Carson High
Serenity Now ~ Small Business Solutions, LLC January 2014 - Present
Colorado State University April 2014 - Present
Colorado State University July 2013 - April 2014
Advanced Medical Imaging Consultants December 2004 - July 2013
KeyBank September 1997 - December 2004
Bayer July 2000 - May 2002
U.S. Bank June 1996 - August 1997
Wells Fargo December 1991 - June 1996
Skills
Accounting, General Ledger, Journal Entries, Accounts Receivable, Accounts Payable, Team Building, Customer Service, Management, Sales, Account Reconciliation, Variance Analysis, Financial Reporting, Accruals, Invoicing, Expenses, Financial Statements, New Business Development, Strategic Planning, Time Management, Organization &...
Education
Regis University 2000 — 2002
Master of Science (MS)
University of Nevada-Reno 1987 — 1991
Bachelor of Science (BS), Finance
Carson High
Stephen Maguiña Stephen Maguiña's Wells Fargo Experience August 2012 - April 2013
Job Information Technology & Business Mangement, Current Student at Regis University
Industry Telecommunications
Experience
Level 3 Communications April 2014 - Present
W.J. Bradley Mortgage Capital, LLC May 2013 - September 2013
Wells Fargo August 2012 - April 2013
Bank of America March 2012 - July 2012
BBVA Compass May 2011 - March 2012
Wells Fargo July 2010 - May 2011
Dish Network September 2008 - July 2010
SP Richards Co. January 2005 - July 2008
Skills
Credit, Loans, Banking, Credit Analysis, Customer Service, Underwriting, Refinance, Sales, Consumer Lending, Finance, Mortgage Underwriting, Time Management, Call Centers, Risk Management, Training, Management, Coaching, Customer Retention, First Time Home Buyers, Investment Properties, Microsoft Excel, Microsoft Office, Bilingual in Spanish..., Loss Mitigation, Fundraising, Volunteering, Financial Risk, Cross Selling, Credit Risk, Branch Banking, Data Entry, Lines Of Credit, Home Equity Lines of..., Home Equity Loans, Branch Management, Relationship Management, Retail Banking, Financial Services, Home Equity, Credit Cards, Selling, Project Management, Telecommunications
Education
Regis University 2014 — 2016
Business Technology Management, Information Technology / Project Management, Current GPA: 3.8/4.0
Level 3 Communications April 2014 - Present
W.J. Bradley Mortgage Capital, LLC May 2013 - September 2013
Wells Fargo August 2012 - April 2013
Bank of America March 2012 - July 2012
BBVA Compass May 2011 - March 2012
Wells Fargo July 2010 - May 2011
Dish Network September 2008 - July 2010
SP Richards Co. January 2005 - July 2008
Skills
Credit, Loans, Banking, Credit Analysis, Customer Service, Underwriting, Refinance, Sales, Consumer Lending, Finance, Mortgage Underwriting, Time Management, Call Centers, Risk Management, Training, Management, Coaching, Customer Retention, First Time Home Buyers, Investment Properties, Microsoft Excel, Microsoft Office, Bilingual in Spanish..., Loss Mitigation, Fundraising, Volunteering, Financial Risk, Cross Selling, Credit Risk, Branch Banking, Data Entry, Lines Of Credit, Home Equity Lines of..., Home Equity Loans, Branch Management, Relationship Management, Retail Banking, Financial Services, Home Equity, Credit Cards, Selling, Project Management, Telecommunications
Education
Regis University 2014 — 2016
Business Technology Management, Information Technology / Project Management, Current GPA: 3.8/4.0
Jing Song Jing Song's Wells Fargo Experience December 2014 - Present
Job Analytics Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2014 - Present
Nike June 2012 - 2014
Capital One May 2012 - May 2012
HSBC September 2006 - April 2012
Bates Private Capital, an LECG Company August 2003 - August 2006
Skills
Business Intelligence, SAS, SQL, Analytics, VBA, Data Analysis, Data Modeling, Data Warehousing, Database Marketing, Cognos, SDLC, Credit Cards, Tableau, Visio, Python, Business Analysis, Financial Services, Requirements Gathering, SharePoint, Unix Shell Scripting, ETL, Bloomberg, ADO, Agile Methodolgy
Education
OGI School of Science & Engineering at OHSU
M.S. in Electrical and Computer Engineering
Renmin University of China
B.S. in Economics
Wells Fargo December 2014 - Present
Nike June 2012 - 2014
Capital One May 2012 - May 2012
HSBC September 2006 - April 2012
Bates Private Capital, an LECG Company August 2003 - August 2006
Skills
Business Intelligence, SAS, SQL, Analytics, VBA, Data Analysis, Data Modeling, Data Warehousing, Database Marketing, Cognos, SDLC, Credit Cards, Tableau, Visio, Python, Business Analysis, Financial Services, Requirements Gathering, SharePoint, Unix Shell Scripting, ETL, Bloomberg, ADO, Agile Methodolgy
Education
OGI School of Science & Engineering at OHSU
M.S. in Electrical and Computer Engineering
Renmin University of China
B.S. in Economics
Candy Ziedins Candy Ziedins's Wells Fargo Experience May 2002 - September 2004
Job Business Development at Transamerica Capital, Inc
Industry Investment Management
Experience
Transamerica Capital, Inc September 2004 - Present
Wells Fargo May 2002 - September 2004
T. Rowe Price October 2000 - May 2002
Skills
Mutual Funds, Investments, Relationship Management, Insurance, Financial Services, Retirement Planning, Life Insurance
Education
Regis University 2004 — 2008
Bachelor of Science (BS), Accounting
University of Iowa 1993 — 1996
Bachelor of Science (BS), Health and Physical Education/Fitness
Transamerica Capital, Inc September 2004 - Present
Wells Fargo May 2002 - September 2004
T. Rowe Price October 2000 - May 2002
Skills
Mutual Funds, Investments, Relationship Management, Insurance, Financial Services, Retirement Planning, Life Insurance
Education
Regis University 2004 — 2008
Bachelor of Science (BS), Accounting
University of Iowa 1993 — 1996
Bachelor of Science (BS), Health and Physical Education/Fitness
Christopher Swedhin Christopher Swedhin's Wells Fargo Experience December 2007 - March 2009
Job Sales Analyst, Rep Support, and Customer Support
Industry Medical Devices
Experience
Sound Surgical Technologies now Solta Medical October 2011 - July 2013
Charles Schwab August 2010 - June 2011
MassMutual Financial Group and Wealth Concepts September 2009 - July 2010
Wells Fargo December 2007 - March 2009
Skills
Marketing Strategy, Business Development, Customer Service, Microsoft Office, Microsoft Excel, Inventory Management, Team Building, Negotiation, Event Planning, Public Speaking, Sales, Medical Devices, Cold Calling, Management, Sales Management, Training, Sales Operations, Sales Process
Education
Colorado State University-Global Campus 2013 — 2015
Bachelor's degree, Accounting and Finance
Regis University 2007 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sound Surgical Technologies now Solta Medical October 2011 - July 2013
Charles Schwab August 2010 - June 2011
MassMutual Financial Group and Wealth Concepts September 2009 - July 2010
Wells Fargo December 2007 - March 2009
Skills
Marketing Strategy, Business Development, Customer Service, Microsoft Office, Microsoft Excel, Inventory Management, Team Building, Negotiation, Event Planning, Public Speaking, Sales, Medical Devices, Cold Calling, Management, Sales Management, Training, Sales Operations, Sales Process
Education
Colorado State University-Global Campus 2013 — 2015
Bachelor's degree, Accounting and Finance
Regis University 2007 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Nate Ferria Nate Ferria's Wells Fargo Experience January 2013 - January 2014
Job Client Service Consultant
Industry Financial Services
Experience
Wells Fargo Asset Management July 2014 - Present
Wells Fargo January 2013 - January 2014
Wells Fargo May 2012 - January 2013
Preston Marketing Corp June 2011 - August 2011
Skills
Financial Analysis, Credit, Microsoft Word, Loan Origination, Commercial Banking, Banking, Customer Service, Series 7, Series 63
Education
Wake Forest University 2009 — 2012
Bachelor of Arts (B.A.), Economics
Rhode Island College 2007 — 2009
Wells Fargo Asset Management July 2014 - Present
Wells Fargo January 2013 - January 2014
Wells Fargo May 2012 - January 2013
Preston Marketing Corp June 2011 - August 2011
Skills
Financial Analysis, Credit, Microsoft Word, Loan Origination, Commercial Banking, Banking, Customer Service, Series 7, Series 63
Education
Wake Forest University 2009 — 2012
Bachelor of Arts (B.A.), Economics
Rhode Island College 2007 — 2009
Dean Mijalic Dean Mijalic's Wells Fargo Experience January 2006 - January 2008
Job Client Management Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
TIAA-CREF November 2010 - March 2015
BBVA Compass January 2008 - March 2010
Wells Fargo January 2006 - January 2008
Dean Mijalic Realty January 1996 - January 2006
Skills
Investments, Portfolio Management, Banking, Series 7, Finance, Wealth Management, Asset Management, Financial Advisory, CRM, Mortgage Lending, Fixed Income, Valuation, Mutual Funds, Securities, Retirement Planning, Credit, Financial Services, Bonds, Relationship Management, Loans, Capital Markets, Strategic Financial..., Series 63, Financial Analysis, Investment Advisory, Risk Management, Equities
Education
Regis University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
University of Rijeka 1984 — 1987
Bachelor of Commerce (B.Com.), International Maritime Transportation
Fidelity Investments March 2015 - Present
TIAA-CREF November 2010 - March 2015
BBVA Compass January 2008 - March 2010
Wells Fargo January 2006 - January 2008
Dean Mijalic Realty January 1996 - January 2006
Skills
Investments, Portfolio Management, Banking, Series 7, Finance, Wealth Management, Asset Management, Financial Advisory, CRM, Mortgage Lending, Fixed Income, Valuation, Mutual Funds, Securities, Retirement Planning, Credit, Financial Services, Bonds, Relationship Management, Loans, Capital Markets, Strategic Financial..., Series 63, Financial Analysis, Investment Advisory, Risk Management, Equities
Education
Regis University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
University of Rijeka 1984 — 1987
Bachelor of Commerce (B.Com.), International Maritime Transportation
Mike Ruggieri Mike Ruggieri's Wells Fargo Experience November 2011 - January 2013
Job Real Estate Loan Officer at FAIRWINDS Credit Union
Industry Banking
Experience
FAIRWINDS Credit Union May 2014 - Present
SunTrust Bank February 2013 - December 2013
Wells Fargo November 2011 - January 2013
Skills
Banking, Loan Origination, Loans, Real Estate, Mortgage Lending
Education
Rhode Island College 1994 — 1996
Bachelor of Arts (B.A.), Political Science and Government
FAIRWINDS Credit Union May 2014 - Present
SunTrust Bank February 2013 - December 2013
Wells Fargo November 2011 - January 2013
Skills
Banking, Loan Origination, Loans, Real Estate, Mortgage Lending
Education
Rhode Island College 1994 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Valerie Crespin Valerie Crespin's Wells Fargo Experience January 2012 - April 2015
Job HUMAN RESOURCES PROFESSIONAL with demonstrated success in team collaboration and development
Industry Financial Services
Experience
CH2M April 2015 - Present
Wells Fargo January 2012 - April 2015
Wells Fargo 2005 - 2014
Wells Fargo 2004 - 2005
Corporate Express 1995 - 2003
Skills
Onboarding, Human Resources, Succession Planning, Workforce Planning, Leadership, Employee Relations, Benefits Administration, Talent Management, Management, Talent Acquisition, PeopleSoft, Employee Benefits, Applicant Tracking..., Employee Engagement, Deferred Compensation, Performance Management, Recruiting, HRIS, College Recruiting, Organizational..., Employment Law, Sourcing, Executive Search, Strategy, Personnel Management, Internet Recruiting, Process Improvement, Program Management, HR Policies, Team Building, Strategic Planning, Coaching, Change Management, New Hire Orientations, Interviews, Organizational..., Employer Branding, HR Consulting, Hiring, Customer Service, Cross-functional Team..., Training, Vendor Management, Leadership Development, Negotiation, Relationship Building, Job Descriptions, Business Strategy, Focus Groups
Education
Regis University 2008 — 2010
Master of Science (M.S.)
Regis University 1996 — 2000
Bachelor of Science (B.S.)
CH2M April 2015 - Present
Wells Fargo January 2012 - April 2015
Wells Fargo 2005 - 2014
Wells Fargo 2004 - 2005
Corporate Express 1995 - 2003
Skills
Onboarding, Human Resources, Succession Planning, Workforce Planning, Leadership, Employee Relations, Benefits Administration, Talent Management, Management, Talent Acquisition, PeopleSoft, Employee Benefits, Applicant Tracking..., Employee Engagement, Deferred Compensation, Performance Management, Recruiting, HRIS, College Recruiting, Organizational..., Employment Law, Sourcing, Executive Search, Strategy, Personnel Management, Internet Recruiting, Process Improvement, Program Management, HR Policies, Team Building, Strategic Planning, Coaching, Change Management, New Hire Orientations, Interviews, Organizational..., Employer Branding, HR Consulting, Hiring, Customer Service, Cross-functional Team..., Training, Vendor Management, Leadership Development, Negotiation, Relationship Building, Job Descriptions, Business Strategy, Focus Groups
Education
Regis University 2008 — 2010
Master of Science (M.S.)
Regis University 1996 — 2000
Bachelor of Science (B.S.)
Ray Grefsheim's Wells Fargo Experience June 1997 - April 2003
Job Market Manager Fargo North at Bremer Bank
Industry Banking
Experience
Bremer Bank June 2013 - Present
Bremer Bank April 2006 - June 2013
Wells Fargo Bank April 2003 - April 2006
Wells Fargo June 1997 - April 2003
Skills
Commercial Lending, Small Business Lending, SBA, Commercial Banking, Credit Analysis, Lines Of Credit, Commercial Mortgages, Loans, Credit, Consumer Lending, Treasury Management, Banking, Credit Risk, Underwriting, Cash Flow Lending, Portfolio Management, SBA 504, Loan Origination, Retail Banking
Education
Regis University 2003 — 2006
MBA Degree
The University of North Dakota 1992 — 1997
BBA, Finance and Economics
Bremer Bank June 2013 - Present
Bremer Bank April 2006 - June 2013
Wells Fargo Bank April 2003 - April 2006
Wells Fargo June 1997 - April 2003
Skills
Commercial Lending, Small Business Lending, SBA, Commercial Banking, Credit Analysis, Lines Of Credit, Commercial Mortgages, Loans, Credit, Consumer Lending, Treasury Management, Banking, Credit Risk, Underwriting, Cash Flow Lending, Portfolio Management, SBA 504, Loan Origination, Retail Banking
Education
Regis University 2003 — 2006
MBA Degree
The University of North Dakota 1992 — 1997
BBA, Finance and Economics
Shakil Mustafa Shakil Mustafa's Wells Fargo Experience 2000 - 2001
Job IT Applications Leader
Industry Information Technology and Services
Experience
GE Capital June 2014 - Present
GE Capital July 2010 - June 2014
SMMC Studios January 2009 - February 2012
Real-Time IT Solutions, Inc. August 2008 - June 2010
Communications Data Group (CDG) 2001 - 2007
Wells Fargo 2000 - 2001
Mynd (CSC) 1999 - 2000
PwC 1998 - 1999
Skills
SDLC, Scrum, Business Analysis, Software Project..., Team Building, IT Management, Solution Architecture, Disaster Recovery, SQL, Requirements Analysis, Project Management, Process Improvement, Oracle, Vendor Management, Consulting, Databases, Java, Systems Analysis, Crisis Management, Web Services, DB2, Integration, Data Analysis, Business Process..., Requirements Gathering, Visio, IT Strategy, Systems Engineering, Operational Risk..., Smalltalk, Agile Methodologies, XML, Business Process, SOA, Software Development, Marketing, Servers, Business Requirements, Database Design, jQuery, Team Leadership, Strategic Planning, Management, Leadership, Strategy, Information Technology, Product Management, System Testing
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2011 — 2013
Master of Business Administration (MBA)
University of South Carolina-Columbia 1992 — 1997
Bachelor of Science (B.Sc.), Computer Information Systems
GE Capital June 2014 - Present
GE Capital July 2010 - June 2014
SMMC Studios January 2009 - February 2012
Real-Time IT Solutions, Inc. August 2008 - June 2010
Communications Data Group (CDG) 2001 - 2007
Wells Fargo 2000 - 2001
Mynd (CSC) 1999 - 2000
PwC 1998 - 1999
Skills
SDLC, Scrum, Business Analysis, Software Project..., Team Building, IT Management, Solution Architecture, Disaster Recovery, SQL, Requirements Analysis, Project Management, Process Improvement, Oracle, Vendor Management, Consulting, Databases, Java, Systems Analysis, Crisis Management, Web Services, DB2, Integration, Data Analysis, Business Process..., Requirements Gathering, Visio, IT Strategy, Systems Engineering, Operational Risk..., Smalltalk, Agile Methodologies, XML, Business Process, SOA, Software Development, Marketing, Servers, Business Requirements, Database Design, jQuery, Team Leadership, Strategic Planning, Management, Leadership, Strategy, Information Technology, Product Management, System Testing
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2011 — 2013
Master of Business Administration (MBA)
University of South Carolina-Columbia 1992 — 1997
Bachelor of Science (B.Sc.), Computer Information Systems
Tom Obreiter Tom Obreiter's Wells Fargo Experience 2001 - Present
Job Software Engineer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2001 - Present
Avid Technology 1998 - 2001
Education
Rensselaer Polytechnic Institute 1994 — 1998
Computer Science and Philosophy
Wells Fargo 2001 - Present
Avid Technology 1998 - 2001
Education
Rensselaer Polytechnic Institute 1994 — 1998
Computer Science and Philosophy
Tyree Erbstoesser Tyree Erbstoesser's Wells Fargo Experience February 1992 - July 2007
Job Commercial Banking Assistant at Guaranty Bank and Trust
Industry Banking
Experience
Guaranty Bank and Trust Company July 2012 - Present
First National Bank of Omaha July 2007 - June 2012
Wells Fargo February 1992 - July 2007
Skills
Banking, Credit Analysis, Loans, Portfolio Management, Private Banking, Management, Cross Selling, Sales, Customer Service, Accounting, Commercial Banking, Commercial Lending, Credit, Small Business Lending, Retail Banking, Consumer Lending, Credit Risk
Education
Regis University 2002 — 2006
Business, minor in finance and specialization certificate in management, Business Administration
Skyline High School, Longmont CO 1985 — 1987
Guaranty Bank and Trust Company July 2012 - Present
First National Bank of Omaha July 2007 - June 2012
Wells Fargo February 1992 - July 2007
Skills
Banking, Credit Analysis, Loans, Portfolio Management, Private Banking, Management, Cross Selling, Sales, Customer Service, Accounting, Commercial Banking, Commercial Lending, Credit, Small Business Lending, Retail Banking, Consumer Lending, Credit Risk
Education
Regis University 2002 — 2006
Business, minor in finance and specialization certificate in management, Business Administration
Skyline High School, Longmont CO 1985 — 1987
Chris Halloran's Wells Fargo Experience September 2007 - Present
Job Learning & Development Consultant at Wells Fargo
Industry Program Development
Experience
Wells Fargo September 2007 - Present
United States Air Force May 1995 - October 2005
Skills
Program Management, Instructor-led Training, Process Improvement, Team Building, Leadership, Risk Management, Team Leadership, Leadership Development, Training, Project Management, Coaching, Treasury Management, Employee Training, Management, Military, Defense, Security Clearance, DoD
Education
Rensselaer Polytechnic Institute 1991 — 1995
BS, Mathematics
Wells Fargo September 2007 - Present
United States Air Force May 1995 - October 2005
Skills
Program Management, Instructor-led Training, Process Improvement, Team Building, Leadership, Risk Management, Team Leadership, Leadership Development, Training, Project Management, Coaching, Treasury Management, Employee Training, Management, Military, Defense, Security Clearance, DoD
Education
Rensselaer Polytechnic Institute 1991 — 1995
BS, Mathematics
Britain L. Rome Britain L. Rome's Wells Fargo Experience 2008 - 2010
Job Aramark Refreshment Services
Industry Food & Beverages
Experience
ARAMARK Refreshment Services November 2013 - Present
Compass Group North America September 2012 - November 2013
Capital One Auto Finance 2012 - 2012
ARAMARK Refreshment Services 2010 - 2012
Wells Fargo 2008 - 2010
World Savings 1993 - 2008
Skills
Business to Business..., Consultative Sales..., Team Collaborator, Sales Presentations, New Product..., Value-Added Solutions, Contract Negotiations, Sales Leadership, MS Office (Word, Excel,..., Independent and..., Competitive, Ethnically Sensitive, Strong Closer, Hunter Mentality, Relationship Builder, Engaging Customers, Communication Skills, Follow Up Skills, Trusted Advisor, Business Development, Customer Retention, Sales Process, B2B, Contract Negotiation, Value-added, Hunting, Sales Management, Product Development, Training, Loans, Marketing Strategy, Customer Service, Leadership Development, Sales, Marketing, Management, Mortgage Lending, Leadership
Education
Regis University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, 4.00
ARAMARK Refreshment Services November 2013 - Present
Compass Group North America September 2012 - November 2013
Capital One Auto Finance 2012 - 2012
ARAMARK Refreshment Services 2010 - 2012
Wells Fargo 2008 - 2010
World Savings 1993 - 2008
Skills
Business to Business..., Consultative Sales..., Team Collaborator, Sales Presentations, New Product..., Value-Added Solutions, Contract Negotiations, Sales Leadership, MS Office (Word, Excel,..., Independent and..., Competitive, Ethnically Sensitive, Strong Closer, Hunter Mentality, Relationship Builder, Engaging Customers, Communication Skills, Follow Up Skills, Trusted Advisor, Business Development, Customer Retention, Sales Process, B2B, Contract Negotiation, Value-added, Hunting, Sales Management, Product Development, Training, Loans, Marketing Strategy, Customer Service, Leadership Development, Sales, Marketing, Management, Mortgage Lending, Leadership
Education
Regis University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, 4.00
Matthew Vestal Matthew Vestal's Wells Fargo Experience September 2009 - 2011
Job Account Executive at Advantage Waypoint
Industry Food & Beverages
Experience
Advantage Waypoint January 2013 - Present
U.S. Bank March 2012 - January 2013
Wells Fargo September 2009 - 2011
Hobby Whalen Marketing May 2005 - August 2008
Longmont Daily Times-Call January 2001 - August 2001
Skills
Sales Operations, Customer Service, Sales Management, Sales, Cold Calling, Team Building, Customer Satisfaction, Account Management, Management, New Business Development, Forecasting, Direct Sales, Profit, Customer Retention, Inventory Management, Key Account Management, Retail, Budgets, Marketing, Negotiation, Marketing Strategy, Pricing, Strategic Planning, Leadership
Education
University of Colorado Boulder 2000 — 2002
Bachelor's degree, News-Editorial Journalism
Regis University 2007 — 2009
Master of Business Administration (MBA), Marketing
Advantage Waypoint January 2013 - Present
U.S. Bank March 2012 - January 2013
Wells Fargo September 2009 - 2011
Hobby Whalen Marketing May 2005 - August 2008
Longmont Daily Times-Call January 2001 - August 2001
Skills
Sales Operations, Customer Service, Sales Management, Sales, Cold Calling, Team Building, Customer Satisfaction, Account Management, Management, New Business Development, Forecasting, Direct Sales, Profit, Customer Retention, Inventory Management, Key Account Management, Retail, Budgets, Marketing, Negotiation, Marketing Strategy, Pricing, Strategic Planning, Leadership
Education
University of Colorado Boulder 2000 — 2002
Bachelor's degree, News-Editorial Journalism
Regis University 2007 — 2009
Master of Business Administration (MBA), Marketing
Marius Fructueux Bocco Marius Fructueux Bocco's Wells Fargo Experience October 2013 - Present
Job Personal Banker Safe1 at Wells Fargo Banks Denver
Industry Telecommunications
Experience
Wells Fargo October 2013 - Present
Frontier Airlines October 2010 - Present
Kingdom Views LLC June 2010 - Present
Kingdom Views LLC. Photo & Video Studio February 2010 - Present
T-Mobile May 2009 - January 2010
Dish Network May 1999 - March 2009
Dish Network May 1999 - March 2009
Skills
Customer Service, Microsoft Office, Call Centers, Customer Satisfaction
Education
Regis University 2006 — 2010
Bachelor in Sciences, Finances, HR, Management
Regis University 2006 — 2010
Bachelor of Applied Science (BASc), Finance, HR, Management
Wells Fargo October 2013 - Present
Frontier Airlines October 2010 - Present
Kingdom Views LLC June 2010 - Present
Kingdom Views LLC. Photo & Video Studio February 2010 - Present
T-Mobile May 2009 - January 2010
Dish Network May 1999 - March 2009
Dish Network May 1999 - March 2009
Skills
Customer Service, Microsoft Office, Call Centers, Customer Satisfaction
Education
Regis University 2006 — 2010
Bachelor in Sciences, Finances, HR, Management
Regis University 2006 — 2010
Bachelor of Applied Science (BASc), Finance, HR, Management
Madhavan Srinivasan Madhavan Srinivasan's Wells Fargo Experience June 2013 - Present
Job
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Axiom Services Group LLC June 2010 - June 2013
Bank of America Merrill Lynch July 2005 - June 2010
Goldman Sachs April 1996 - July 2005
AT&T Bell Laboratories June 1984 - March 1996
Skills
Trading Systems, Perl, Electronic Trading, Unix, SDLC, Sybase, Unix Shell Scripting
Education
Stanford University 1984 — 1985
MS
Rensselaer Polytechnic Institute 1980 — 1984
BS
Wells Fargo June 2013 - Present
Axiom Services Group LLC June 2010 - June 2013
Bank of America Merrill Lynch July 2005 - June 2010
Goldman Sachs April 1996 - July 2005
AT&T Bell Laboratories June 1984 - March 1996
Skills
Trading Systems, Perl, Electronic Trading, Unix, SDLC, Sybase, Unix Shell Scripting
Education
Stanford University 1984 — 1985
MS
Rensselaer Polytechnic Institute 1980 — 1984
BS
Tammy Durham Tammy Durham's Wells Fargo Experience January 2014 - July 2014
Job Director of Human Resources at Rinehart Clinic
Industry Medical Practice
Experience
Rinehart Clinic November 2014 - Present
The Rinehart Clinic August 2014 - November 2014
The Rinehart Clinc July 2014 - August 2014
Wells Fargo January 2014 - July 2014
Wells Fargo January 2013 - January 2014
Wells Fargo August 2012 - January 2013
Off-Center Studio July 2009 - August 2012
Life Design Strategies July 2011 - July 2012
World by the Tail, Inc. September 2004 - April 2012
World by the Tail, Inc. September 2004 - January 2009
Skills
Public Speaking, Coaching, Marketing Strategy, Small Business, Social Media Marketing, Entrepreneurship, Social Networking, Online Marketing, Advertising, Social Media, Customer Service, Blogging
Education
Regis University 1998 — 2003
Business Administration, Human Resources
Windsor High School 1989 — 1993
Rinehart Clinic November 2014 - Present
The Rinehart Clinic August 2014 - November 2014
The Rinehart Clinc July 2014 - August 2014
Wells Fargo January 2014 - July 2014
Wells Fargo January 2013 - January 2014
Wells Fargo August 2012 - January 2013
Off-Center Studio July 2009 - August 2012
Life Design Strategies July 2011 - July 2012
World by the Tail, Inc. September 2004 - April 2012
World by the Tail, Inc. September 2004 - January 2009
Skills
Public Speaking, Coaching, Marketing Strategy, Small Business, Social Media Marketing, Entrepreneurship, Social Networking, Online Marketing, Advertising, Social Media, Customer Service, Blogging
Education
Regis University 1998 — 2003
Business Administration, Human Resources
Windsor High School 1989 — 1993
Carolyn DiFonzo Carolyn DiFonzo's Wells Fargo Experience May 2007 - April 2012
Job Database Marketing Analyst at APS
Industry Market Research
Experience
APS April 2012 - Present
Wells Fargo May 2007 - April 2012
Qwest Communications February 2000 - May 2007
West Hudson June 1999 - February 2000
PCS Health Systems March 1994 - June 1999
State of Arizona June 1993 - March 1994
Rensselaer Polytechnic Institute August 1990 - August 1992
HCA July 1988 - August 1990
AT&T July 1987 - July 1988
Skills
Financial Analysis, Statistics, Forecasting, Analysis, Financial Modeling, Market Analysis, Sales Compensation, Metrics, Business Analysis, Analytics, Segmentation, Process Improvement, Cross-functional Team...
Education
Rensselaer Polytechnic Institute 1990 — 1992
MS, Industrial Organizational Psychology
Texas A&M University 1983 — 1987
Bachelor of Science (B.S.), Psychology
APS April 2012 - Present
Wells Fargo May 2007 - April 2012
Qwest Communications February 2000 - May 2007
West Hudson June 1999 - February 2000
PCS Health Systems March 1994 - June 1999
State of Arizona June 1993 - March 1994
Rensselaer Polytechnic Institute August 1990 - August 1992
HCA July 1988 - August 1990
AT&T July 1987 - July 1988
Skills
Financial Analysis, Statistics, Forecasting, Analysis, Financial Modeling, Market Analysis, Sales Compensation, Metrics, Business Analysis, Analytics, Segmentation, Process Improvement, Cross-functional Team...
Education
Rensselaer Polytechnic Institute 1990 — 1992
MS, Industrial Organizational Psychology
Texas A&M University 1983 — 1987
Bachelor of Science (B.S.), Psychology
Allen Acken, CFA Allen Acken, CFA's Wells Fargo Experience March 2010 - Present
Job Quantitative Finance Professional
Industry Investment Banking
Experience
Wells Fargo March 2010 - Present
Wachovia, A Wells Fargo Company January 2008 - February 2010
Duke Energy October 2005 - December 2007
Duke Energy August 2000 - September 2005
Duke Energy October 1996 - July 2000
Duke Energy November 1990 - September 1996
Allegheny Technologies June 1985 - November 1990
Skills
Derivatives, Quantitative Finance, Financial Modeling, Market Risk, Credit Risk, Capital Markets, Financial Risk, Risk Management
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2010
MS, Mathematical (Quantitative) Finance
Rice University 2003 — 2004
Certificate, Energy Risk Management
University of North Carolina at Charlotte - Belk College of Business 1989 — 1992
MBA
Virginia Polytechnic Institute and State University 1982 — 1985
BS, Mechanical Engineering
Wells Fargo March 2010 - Present
Wachovia, A Wells Fargo Company January 2008 - February 2010
Duke Energy October 2005 - December 2007
Duke Energy August 2000 - September 2005
Duke Energy October 1996 - July 2000
Duke Energy November 1990 - September 1996
Allegheny Technologies June 1985 - November 1990
Skills
Derivatives, Quantitative Finance, Financial Modeling, Market Risk, Credit Risk, Capital Markets, Financial Risk, Risk Management
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2010
MS, Mathematical (Quantitative) Finance
Rice University 2003 — 2004
Certificate, Energy Risk Management
University of North Carolina at Charlotte - Belk College of Business 1989 — 1992
MBA
Virginia Polytechnic Institute and State University 1982 — 1985
BS, Mechanical Engineering
Felipe J. Echandi Felipe J. Echandi's Wells Fargo Experience August 2014 - December 2014
Job MBA Candidate Class of 2016 | The University of Texas at Austin McCombs School of Business
Industry Venture Capital & Private Equity
Experience
Jump Capital June 2015 - Present
DreamIt Ventures January 2015 - May 2015
Wells Fargo August 2014 - December 2014
Coinapult November 2013 - July 2014
HSBC 2013 - November 2013
ARIAS FABREGA & FABREGA April 2012 - May 2013
Arias & Muñoz May 2010 - September 2011
Skills
Legal Advice, Joint Ventures, Corporate Governance, Cross-border..., Mergers & Acquisitions, Securities Regulation, Legal Research, Foreign Investment, Political Science, Contract Law, Banking Law, Tax Law, Legal Assistance, Competition Law, Legal Writing, Public International Law, Due Diligence, Venture Capital
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Universidad de Costa Rica 2006 — 2012
Licenciatura en Derecho (Juris Doctor equivalent), Law
Renmin University of China 2011 — 2011
Summer School, Mandarin Chinese and Chinese Culture
International Law Institute - Georgetown University 2010 — 2010
Law
Universidad de Costa Rica 2006 — 2010
Bachelor of Laws (LL.B.), Law
Colegio Episcopal de Panamá 1991 — 2005
High School Diploma, Arts and Sciences
Jump Capital June 2015 - Present
DreamIt Ventures January 2015 - May 2015
Wells Fargo August 2014 - December 2014
Coinapult November 2013 - July 2014
HSBC 2013 - November 2013
ARIAS FABREGA & FABREGA April 2012 - May 2013
Arias & Muñoz May 2010 - September 2011
Skills
Legal Advice, Joint Ventures, Corporate Governance, Cross-border..., Mergers & Acquisitions, Securities Regulation, Legal Research, Foreign Investment, Political Science, Contract Law, Banking Law, Tax Law, Legal Assistance, Competition Law, Legal Writing, Public International Law, Due Diligence, Venture Capital
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Universidad de Costa Rica 2006 — 2012
Licenciatura en Derecho (Juris Doctor equivalent), Law
Renmin University of China 2011 — 2011
Summer School, Mandarin Chinese and Chinese Culture
International Law Institute - Georgetown University 2010 — 2010
Law
Universidad de Costa Rica 2006 — 2010
Bachelor of Laws (LL.B.), Law
Colegio Episcopal de Panamá 1991 — 2005
High School Diploma, Arts and Sciences
Carie Moreau's Wells Fargo Experience September 2012 - August 2013
Job Talented Sales and Marketing Professional, Expert Closer, Natural Leader
Industry Marketing and Advertising
Experience
Havertys Furniture 2015 - Present
InterContinental Hotels Group (IHG) April 2015 - August 2015
Marriott Vacations Worldwide Corporation 2013 - May 2014
Wells Fargo September 2012 - August 2013
Capital Bankcard February 2009 - September 2012
Bank of America August 2006 - February 2009
Atlantic Beach Hospitality November 1999 - May 2003
Skills
Sales, Marketing, Small Business, Employee Training, Sales Management, Retail, Customer Service, Credit Cards, Cold Calling, Public Speaking, Direct Sales, Social Networking, Social Media Marketing, Sales Presentations, New Business Development, Cross Selling, Relationship Management, Merchant Services, Account Management, Communication Skills, Interpersonal Skill, Visual Communication, Strategic Communications, Organizational..., Persuasive Presentations, Persuasion, Outbound Marketing, Outbound Training, Career Development, Building Relationships, Relationship Marketing, Conflict Prevention, Conflict Management, Call Center Development, Retail Banking, Credit Management, Credit Analysis, Creative Writing, Technical Writing, Proposal Writing, Speech Writing, Public Relations, Team Building, Credit Risk, Leadership, Training, Management, Time Management, Selling
Education
Virginia College-Birmingham 2013 — 2015
Master of Business Administration (MBA), Marketing
Rhode Island College 2001 — 2003
Bachelor of Arts (B.A.), Communication - Public & Professional, 3.5
Havertys Furniture 2015 - Present
InterContinental Hotels Group (IHG) April 2015 - August 2015
Marriott Vacations Worldwide Corporation 2013 - May 2014
Wells Fargo September 2012 - August 2013
Capital Bankcard February 2009 - September 2012
Bank of America August 2006 - February 2009
Atlantic Beach Hospitality November 1999 - May 2003
Skills
Sales, Marketing, Small Business, Employee Training, Sales Management, Retail, Customer Service, Credit Cards, Cold Calling, Public Speaking, Direct Sales, Social Networking, Social Media Marketing, Sales Presentations, New Business Development, Cross Selling, Relationship Management, Merchant Services, Account Management, Communication Skills, Interpersonal Skill, Visual Communication, Strategic Communications, Organizational..., Persuasive Presentations, Persuasion, Outbound Marketing, Outbound Training, Career Development, Building Relationships, Relationship Marketing, Conflict Prevention, Conflict Management, Call Center Development, Retail Banking, Credit Management, Credit Analysis, Creative Writing, Technical Writing, Proposal Writing, Speech Writing, Public Relations, Team Building, Credit Risk, Leadership, Training, Management, Time Management, Selling
Education
Virginia College-Birmingham 2013 — 2015
Master of Business Administration (MBA), Marketing
Rhode Island College 2001 — 2003
Bachelor of Arts (B.A.), Communication - Public & Professional, 3.5
Heather Olson's Wells Fargo Experience August 2004 - June 2009
Job Managing Partner at Coco Capital
Industry Financial Services
Experience
Coco Capital May 2015 - Present
Reedland Capital Partners September 2013 - Present
FGI Finance August 2010 - September 2013
Wells Fargo August 2004 - June 2009
Summit Investment Management 2007 - 2008
Education
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Economics
Regis University 2003 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance
Coco Capital May 2015 - Present
Reedland Capital Partners September 2013 - Present
FGI Finance August 2010 - September 2013
Wells Fargo August 2004 - June 2009
Summit Investment Management 2007 - 2008
Education
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Economics
Regis University 2003 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance
Chaz Eiguren Chaz Eiguren's Wells Fargo Experience September 2001 - December 2011
Job Business Development Officer at BBVA Compass
Industry Banking
Experience
BBVA Compass January 2012 - Present
Wells Fargo September 2001 - December 2011
Skills
Retail Banking, Business Development, Loans, Management, Credit, Banking, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Lines Of Credit, Commercial Banking, Branch Management, Loan Origination, Cross Selling
Education
Regis University 2005 — 2009
Master of Business Administration (M.B.A.), Finance, General
Texas Tech University 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Mass Communication/Media Studies
BBVA Compass January 2012 - Present
Wells Fargo September 2001 - December 2011
Skills
Retail Banking, Business Development, Loans, Management, Credit, Banking, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Lines Of Credit, Commercial Banking, Branch Management, Loan Origination, Cross Selling
Education
Regis University 2005 — 2009
Master of Business Administration (M.B.A.), Finance, General
Texas Tech University 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Mass Communication/Media Studies
Bethany Neumann Bethany Neumann's Wells Fargo Experience May 2007 - February 2013
Job Internal Sales Consultant at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group July 2014 - Present
Modern Woodmen of America February 2013 - July 2014
Wells Fargo May 2007 - February 2013
Land Title Guarantee Company April 2006 - May 2007
Bank of the West March 2004 - August 2006
Skills
Financial Advisory, Customer Satisfaction, Microsoft Excel, Microsoft Office, Microsoft Word, Multi Tasking, Persistence, Business, Cold Calling, Public Speaking, Notary Public, Series 6, Series 63, Annuity Sales, Financial Analysis, Sales Presentations, Presentations, PowerPoint, Positive Personality, Team Building, Leadership, Youth Ministry, Sales Process, Retirement Planning, Mentoring, Energetic Self-Starter, Budget, Number Crunching, Motivational Speaking, Sales Motivation, Consumer Lending, Small Business Lending, Paperwork, Wholesale Lending, Mortgage Lending, Life Insurance, Health Insurance, Sales, Budgets, Finance, Banking, Investments, Insurance, Estate Planning, Fundraising, Residential Mortgages, Strategic Financial..., Series 7, Variable Annuities, Financial Planning
Education
South Pacific Bible College 2000 — 2002
Theology/Theological Studies
Golden High School
Golden High School
Regis University
Bachelor of Applied Science (B.A.Sc.), Finance
Janus Capital Group July 2014 - Present
Modern Woodmen of America February 2013 - July 2014
Wells Fargo May 2007 - February 2013
Land Title Guarantee Company April 2006 - May 2007
Bank of the West March 2004 - August 2006
Skills
Financial Advisory, Customer Satisfaction, Microsoft Excel, Microsoft Office, Microsoft Word, Multi Tasking, Persistence, Business, Cold Calling, Public Speaking, Notary Public, Series 6, Series 63, Annuity Sales, Financial Analysis, Sales Presentations, Presentations, PowerPoint, Positive Personality, Team Building, Leadership, Youth Ministry, Sales Process, Retirement Planning, Mentoring, Energetic Self-Starter, Budget, Number Crunching, Motivational Speaking, Sales Motivation, Consumer Lending, Small Business Lending, Paperwork, Wholesale Lending, Mortgage Lending, Life Insurance, Health Insurance, Sales, Budgets, Finance, Banking, Investments, Insurance, Estate Planning, Fundraising, Residential Mortgages, Strategic Financial..., Series 7, Variable Annuities, Financial Planning
Education
South Pacific Bible College 2000 — 2002
Theology/Theological Studies
Golden High School
Golden High School
Regis University
Bachelor of Applied Science (B.A.Sc.), Finance
James Maccubbin James Maccubbin's Wells Fargo Experience 1999 - 2001
Job
Industry Internet
Experience
GoDaddy September 2014 - Present
Kony April 2014 - September 2014
GE Software Center of Excellence February 2012 - April 2014
GE Healthcare November 2010 - February 2012
Epic 2008 - 2010
JANSON Communications 2005 - 2008
Realtree 2003 - 2005
Monster Worldwide 2001 - 2003
Wells Fargo 1999 - 2001
StudioNine 1996 - 1999
Skills
User Experience, Interaction Design, User Interface Design, User-centered Design, Information Architecture, User Experience Design, Visual Design, Usability Testing, User Interface, User Research, Experience Design, Mobile Applications, Usability
Education
Rhode Island School of Design 1993 — 1996
BFA, Graphic Design, 3.8
GoDaddy September 2014 - Present
Kony April 2014 - September 2014
GE Software Center of Excellence February 2012 - April 2014
GE Healthcare November 2010 - February 2012
Epic 2008 - 2010
JANSON Communications 2005 - 2008
Realtree 2003 - 2005
Monster Worldwide 2001 - 2003
Wells Fargo 1999 - 2001
StudioNine 1996 - 1999
Skills
User Experience, Interaction Design, User Interface Design, User-centered Design, Information Architecture, User Experience Design, Visual Design, Usability Testing, User Interface, User Research, Experience Design, Mobile Applications, Usability
Education
Rhode Island School of Design 1993 — 1996
BFA, Graphic Design, 3.8
Bernadette Sanchez's Wells Fargo Experience May 2012 - Present
Job Senior Wealth Advisor Associate at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo May 2012 - Present
Wells Fargo June 2005 - September 2011
Wells Fargo September 2002 - June 2005
Wells Fargo July 1998 - April 2002
National Renewable Energy Laboratory 1996 - 1997
Education
Regis University
BA, Business Administration/Management
Wells Fargo May 2012 - Present
Wells Fargo June 2005 - September 2011
Wells Fargo September 2002 - June 2005
Wells Fargo July 1998 - April 2002
National Renewable Energy Laboratory 1996 - 1997
Education
Regis University
BA, Business Administration/Management
Kelly Donovan's Wells Fargo Experience March 2015 - Present
Job Vice President, Community Affairs Manager
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo January 2011 - February 2015
Wells Fargo January 2002 - December 2010
Wells Fargo January 2000 - December 2001
Wells Fargo November 1995 - December 1999
Skills
Public Relations, Volunteer Management, Corporate Communications, Event Management, Program Management, Operating Budgets, Community Development, Social Media, Media Relations, Fundraising, Marketing Communications, Internal Communications, Newsletters, Strategic Communications, Public Speaking, Leadership, Event Planning, Nonprofits
Education
Regis University
communications
Wells Fargo March 2015 - Present
Wells Fargo January 2011 - February 2015
Wells Fargo January 2002 - December 2010
Wells Fargo January 2000 - December 2001
Wells Fargo November 1995 - December 1999
Skills
Public Relations, Volunteer Management, Corporate Communications, Event Management, Program Management, Operating Budgets, Community Development, Social Media, Media Relations, Fundraising, Marketing Communications, Internal Communications, Newsletters, Strategic Communications, Public Speaking, Leadership, Event Planning, Nonprofits
Education
Regis University
communications
Jed Danbury's Wells Fargo Experience August 2002 - January 2005
Job Major Account Sales Rocky Mountains
Industry Financial Services
Experience
Elavon, Inc. October 2014 - Present
KeyBank January 2007 - October 2014
Elavon, Inc. February 2007 - February 2013
KeyBank January 2005 - February 2007
Wells Fargo August 2002 - January 2005
Skills
Merchant Services, Electronic Payments, Credit Card Processing, Payment Processing, Consultative Selling, Banking Relationships, Commercial Banking, Retail Banking, Spanish, Credit Cards, Banking, Portfolio Management, Relationship Management, Sales, Payments, Business Relationship..., Payment Card Processing, New Business Development, Management, Debit Cards, Credit, Cross Selling, Payment Systems, Financial Services, Loans, Sales Management
Education
Regis University
MBA, International Business
Regis University
International Business / Spanish, International Business
Thomas More Prep - Marian
Elavon, Inc. October 2014 - Present
KeyBank January 2007 - October 2014
Elavon, Inc. February 2007 - February 2013
KeyBank January 2005 - February 2007
Wells Fargo August 2002 - January 2005
Skills
Merchant Services, Electronic Payments, Credit Card Processing, Payment Processing, Consultative Selling, Banking Relationships, Commercial Banking, Retail Banking, Spanish, Credit Cards, Banking, Portfolio Management, Relationship Management, Sales, Payments, Business Relationship..., Payment Card Processing, New Business Development, Management, Debit Cards, Credit, Cross Selling, Payment Systems, Financial Services, Loans, Sales Management
Education
Regis University
MBA, International Business
Regis University
International Business / Spanish, International Business
Thomas More Prep - Marian
Laura Hexan, CFA Laura Hexan, CFA's Wells Fargo Experience June 2003 - July 2007
Job Capital Markets Head of Retail Sales at BCR
Industry Financial Services
Experience
BCR August 2012 - Present
Royal Bank of Scotland April 2011 - October 2012
Lincoln Financial Advisors July 2007 - December 2010
Wells Fargo June 2003 - July 2007
Skills
Portfolio Management, Financial Modeling, Financial Markets, Investments, Equities, Fixed Income, Financial Structuring, Banking, Capital Markets, Mutual Funds, Strategy, Investment Management, Analysis, Investment Strategies, Cash Management, Retail Banking, Finance, Treasury
Education
Regis University 2007 — 2009
MBA, Finance and Accounting & International Business
Regis University
Bachelor of Science, Finance
BCR August 2012 - Present
Royal Bank of Scotland April 2011 - October 2012
Lincoln Financial Advisors July 2007 - December 2010
Wells Fargo June 2003 - July 2007
Skills
Portfolio Management, Financial Modeling, Financial Markets, Investments, Equities, Fixed Income, Financial Structuring, Banking, Capital Markets, Mutual Funds, Strategy, Investment Management, Analysis, Investment Strategies, Cash Management, Retail Banking, Finance, Treasury
Education
Regis University 2007 — 2009
MBA, Finance and Accounting & International Business
Regis University
Bachelor of Science, Finance
Justin Larzelere Justin Larzelere's Wells Fargo Experience June 2010 - February 2011
Job Associate Product Manager at Fitbit
Industry Banking
Experience
Fitbit February 2012 - December 2014
3VR April 2011 - February 2012
Wells Fargo June 2010 - February 2011
Regis University September 2006 - December 2010
Touchstone Construction June 2009 - August 2009
KL Interiors June 2006 - August 2009
Merrill Lynch June 2008 - August 2008
Menlo Park Police Department June 2007 - August 2007
EuroDesign Cabinets June 2006 - August 2006
Skills
Start-ups, Leadership, Public Speaking, Marketing, Sales, CRM
Education
Regis University 2006 — 2010
SB, Economics, Politics, Literature
Fitbit February 2012 - December 2014
3VR April 2011 - February 2012
Wells Fargo June 2010 - February 2011
Regis University September 2006 - December 2010
Touchstone Construction June 2009 - August 2009
KL Interiors June 2006 - August 2009
Merrill Lynch June 2008 - August 2008
Menlo Park Police Department June 2007 - August 2007
EuroDesign Cabinets June 2006 - August 2006
Skills
Start-ups, Leadership, Public Speaking, Marketing, Sales, CRM
Education
Regis University 2006 — 2010
SB, Economics, Politics, Literature
Britain Rome Britain Rome's Wells Fargo Experience November 2009 - Present
Job Home Mortgage Consultant
Industry Financial Services
Experience
Wells Fargo November 2009 - Present
Wells Fargo January 2008 - January 2009
Education
Regis University
Business Adminstration
Wells Fargo November 2009 - Present
Wells Fargo January 2008 - January 2009
Education
Regis University
Business Adminstration
Narciso Garibay Narciso Garibay's Wells Fargo Experience November 2005 - November 2011
Job VicePresident at Colorado Business Bank
Industry Banking
Experience
Colorado Business Bank May 2013 - Present
Bank of the West November 2011 - May 2013
Wells Fargo November 2005 - November 2011
Citi August 2004 - November 2005
Skills
Banking, Loans, Commercial Banking, Credit, Commercial Lending, Small Business Lending, Credit Analysis, Retail Banking, Mortgage Lending, Portfolio Management, Consumer Lending, Credit Risk, Loan Origination, Lines Of Credit, Risk Management, Wealth Management, Underwriting
Education
Regis University 2005 — 2007
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder 1999 — 2003
Economics/ Business Administration
Colorado Business Bank May 2013 - Present
Bank of the West November 2011 - May 2013
Wells Fargo November 2005 - November 2011
Citi August 2004 - November 2005
Skills
Banking, Loans, Commercial Banking, Credit, Commercial Lending, Small Business Lending, Credit Analysis, Retail Banking, Mortgage Lending, Portfolio Management, Consumer Lending, Credit Risk, Loan Origination, Lines Of Credit, Risk Management, Wealth Management, Underwriting
Education
Regis University 2005 — 2007
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder 1999 — 2003
Economics/ Business Administration
Pam Britt Pam Britt's Wells Fargo Experience September 2003 - April 2006
Job Loan Officer at Shamrock Financial
Industry Banking
Experience
Shamrock Financial May 2011 - Present
Province Mortgage Associates, Inc. July 2008 - April 2011
Wells Fargo September 2003 - April 2006
Skills
USDA, FHA, Mortgage Banking, Refinance, FHA financing, Mortgage Lending, Reverse Mortgages, Loan Origination, Residential Mortgages, Loans, Credit, Commercial Lending, Commercial Mortgages, Banking, First Time Home Buyers, Government Loans, HomePath, Investment Properties, Non-Conforming, Underwriting, FHA Financing, Real Estate Economics
Education
Rhode Island College 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
St. Mary Academy-Bay View 1978 — 1984
Shamrock Financial May 2011 - Present
Province Mortgage Associates, Inc. July 2008 - April 2011
Wells Fargo September 2003 - April 2006
Skills
USDA, FHA, Mortgage Banking, Refinance, FHA financing, Mortgage Lending, Reverse Mortgages, Loan Origination, Residential Mortgages, Loans, Credit, Commercial Lending, Commercial Mortgages, Banking, First Time Home Buyers, Government Loans, HomePath, Investment Properties, Non-Conforming, Underwriting, FHA Financing, Real Estate Economics
Education
Rhode Island College 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
St. Mary Academy-Bay View 1978 — 1984
Rushabh Sheth Rushabh Sheth's Wells Fargo Experience April 2010 - July 2011
Job Portfolio Credit Risk Manager at TMobile
Industry Wireless
Experience
T-Mobile December 2011 - Present
Azurient September 2009 - Present
Wells Fargo April 2010 - July 2011
Cascade Star, Inc. September 2005 - September 2009
Washington Mutual November 2003 - August 2006
Providian Financial November 1998 - October 2003
Boeing February 1998 - October 1998
Skills
SAS, Statistical Analysis, Data Mining, R, Predictive Analytics, Predictive Modeling, Credit Risk, Credit Card Analytics, Mortgage Analytics, Credit Scoring, Analytics, Statistics, Direct Marketing, Database Marketing, Project Management, Loans, Risk Management, Credit Analysis, Portfolio Management, Financial Risk, Quantitative Analytics, SAS programming, Strategy, Analysis, Finance, Credit Cards, Valuation, Customer Analysis, Teradata, Financial Modeling, Basel II, Leadership, Business Analytics, Entrepreneurship, Credit, E-commerce, Web Analytics, SQL
Education
Stanford University 1995 — 1997
B.S., Mechanical Engineering
University of Washington, Michael G. Foster School of Business 2005 — 2007
MBA, MBA
University of Washington 2012 — 2014
Master of Science (M.S.) Candidate, Computational Finance & Risk Management
Rensselaer Polytechnic Institute 1993 — 1995
B.S., Aerospace Engineering
T-Mobile December 2011 - Present
Azurient September 2009 - Present
Wells Fargo April 2010 - July 2011
Cascade Star, Inc. September 2005 - September 2009
Washington Mutual November 2003 - August 2006
Providian Financial November 1998 - October 2003
Boeing February 1998 - October 1998
Skills
SAS, Statistical Analysis, Data Mining, R, Predictive Analytics, Predictive Modeling, Credit Risk, Credit Card Analytics, Mortgage Analytics, Credit Scoring, Analytics, Statistics, Direct Marketing, Database Marketing, Project Management, Loans, Risk Management, Credit Analysis, Portfolio Management, Financial Risk, Quantitative Analytics, SAS programming, Strategy, Analysis, Finance, Credit Cards, Valuation, Customer Analysis, Teradata, Financial Modeling, Basel II, Leadership, Business Analytics, Entrepreneurship, Credit, E-commerce, Web Analytics, SQL
Education
Stanford University 1995 — 1997
B.S., Mechanical Engineering
University of Washington, Michael G. Foster School of Business 2005 — 2007
MBA, MBA
University of Washington 2012 — 2014
Master of Science (M.S.) Candidate, Computational Finance & Risk Management
Rensselaer Polytechnic Institute 1993 — 1995
B.S., Aerospace Engineering
Ted Mossman Ted Mossman's Wells Fargo Experience December 2012 - May 2015
Job Commercial Banker and SBA Lending Specialist for Southern Colorado at CoBiz Bank
Industry Banking
Experience
Colorado Business Bank May 2015 - Present
Wells Fargo December 2012 - May 2015
Vectra Bank Colorado February 2008 - December 2012
Vectra Bank Colorado August 2005 - February 2008
BBVA Compass January 2004 - August 2005
BBVA Compass February 2003 - January 2004
US Bank December 1993 - July 2002
Skills
Banking, Loans, Credit, Commercial Banking, Portfolio Management, Small Business Lending, Strategic Planning, Sales Management, Team Building, Small Business, Retail Banking, Commercial Lending, Coaching, Product Development, Treasury Management, Management, Cash Management, New Business Development, Underwriting, Investments, Negotiation, Marketing, Business Development, Finance, Leadership, Financial Analysis, Mortgage Banking, Branch Banking, Relationship Management, CRM, Team Management, Sales, Merchant Services, Executive Management, Consumer Lending, Credit Analysis, Commercial Mortgages, Loan Origination, SBA, Lines Of Credit, Mortgage Lending, Deposits, Construction Loans, Asset Based Lending, Credit Risk, Refinance, Cross Selling, Financial Services, Banking Relationships, Treasury Services
Education
Regis University
BS, Marketing
Colorado Business Bank May 2015 - Present
Wells Fargo December 2012 - May 2015
Vectra Bank Colorado February 2008 - December 2012
Vectra Bank Colorado August 2005 - February 2008
BBVA Compass January 2004 - August 2005
BBVA Compass February 2003 - January 2004
US Bank December 1993 - July 2002
Skills
Banking, Loans, Credit, Commercial Banking, Portfolio Management, Small Business Lending, Strategic Planning, Sales Management, Team Building, Small Business, Retail Banking, Commercial Lending, Coaching, Product Development, Treasury Management, Management, Cash Management, New Business Development, Underwriting, Investments, Negotiation, Marketing, Business Development, Finance, Leadership, Financial Analysis, Mortgage Banking, Branch Banking, Relationship Management, CRM, Team Management, Sales, Merchant Services, Executive Management, Consumer Lending, Credit Analysis, Commercial Mortgages, Loan Origination, SBA, Lines Of Credit, Mortgage Lending, Deposits, Construction Loans, Asset Based Lending, Credit Risk, Refinance, Cross Selling, Financial Services, Banking Relationships, Treasury Services
Education
Regis University
BS, Marketing
Eren Ramirez's Wells Fargo Experience September 2008 - December 2011
Job Accounting Tech. at Public Service Credit Union
Industry Accounting
Experience
McDonald Automotive Group July 2015 - Present
Public Service Credit Union June 2012 - September 2015
Puma April 2011 - June 2012
Wells Fargo September 2008 - December 2011
Skills
Bilingual, Bookkeeping, Notary Public, Credit, Banking, QuickBooks, Cash Management, Customer Service, Microsoft Excel, Outlook, Data Entry, Finance, Retail, Financial Reporting, Budgets, Microsoft Word, Sales, Microsoft Office, Credit Analysis, PowerPoint, Time Management, Access, Customer Satisfaction, Loans, Organization, Spreadsheets, Team Building, Leadership, Merchandising, Cash Handling Experience, Call Center, Management, Training, Real Estate, Risk Management, Cash Flow, Marketing, Team Leadership, Investments, Sales Management, Negotiation, Accounts Payable
Education
Regis University
Bachelor of Science (BS), Accounting and Business/Management
McDonald Automotive Group July 2015 - Present
Public Service Credit Union June 2012 - September 2015
Puma April 2011 - June 2012
Wells Fargo September 2008 - December 2011
Skills
Bilingual, Bookkeeping, Notary Public, Credit, Banking, QuickBooks, Cash Management, Customer Service, Microsoft Excel, Outlook, Data Entry, Finance, Retail, Financial Reporting, Budgets, Microsoft Word, Sales, Microsoft Office, Credit Analysis, PowerPoint, Time Management, Access, Customer Satisfaction, Loans, Organization, Spreadsheets, Team Building, Leadership, Merchandising, Cash Handling Experience, Call Center, Management, Training, Real Estate, Risk Management, Cash Flow, Marketing, Team Leadership, Investments, Sales Management, Negotiation, Accounts Payable
Education
Regis University
Bachelor of Science (BS), Accounting and Business/Management
Claire Bushey's Wells Fargo Experience May 2014 - September 2014
Job Equipment Production Coordinator at FAM Brands/ Marika Fitness
Industry Apparel & Fashion
Experience
FAM Brands/ Marika Fitness October 2014 - Present
Wells Fargo May 2014 - September 2014
East Coast Embroidery January 2013 - May 2013
VonJai April 2012 - September 2012
WEBS - America's Yarn Store January 2011 - August 2012
Rhode Island School of Design July 2007 - May 2009
Nanette Lepore January 2009 - February 2009
Skills
Sewing, Illustrator, Pattern, Screen Printing, Draping, Drawing, Sketching, Fashion Illustration, Illustration, Adobe Creative Suite, Fashion Design, Photoshop, Textiles, Textile Design, Mac, Graphic Design, Painting, InDesign, Apparel, Art, Graphics, Logo Design, Embroidery, Fashion
Education
Rhode Island School of Design 2005 — 2009
BFA, Apparel Design
FAM Brands/ Marika Fitness October 2014 - Present
Wells Fargo May 2014 - September 2014
East Coast Embroidery January 2013 - May 2013
VonJai April 2012 - September 2012
WEBS - America's Yarn Store January 2011 - August 2012
Rhode Island School of Design July 2007 - May 2009
Nanette Lepore January 2009 - February 2009
Skills
Sewing, Illustrator, Pattern, Screen Printing, Draping, Drawing, Sketching, Fashion Illustration, Illustration, Adobe Creative Suite, Fashion Design, Photoshop, Textiles, Textile Design, Mac, Graphic Design, Painting, InDesign, Apparel, Art, Graphics, Logo Design, Embroidery, Fashion
Education
Rhode Island School of Design 2005 — 2009
BFA, Apparel Design
Katherine Hardy Katherine Hardy's Wells Fargo Experience June 2015 - August 2015
Job Mathematics Major at Regis University
Industry Research
Experience
Independent Contractor- Child Care 2013 - Present
Wells Fargo June 2015 - August 2015
Wells Fargo April 2014 - August 2014
Victoria's Secret March 2013 - June 2013
D-tangle Salon 2011 - 2012
Lotus Aveda Spa, Salon and Fitness Club 2011 - 2012
Skills
Accounting, Customer Service, PowerPoint, Appointment Scheduling, Management, Financial Analysis, Mathematics, Credit, Social Media, Microsoft Excel, Microsoft Office, Marketing, Inventory Management, Organization, Public Speaking, Leadership, Teamwork, Time Management, Microsoft Word, Research, Event Planning, Social Networking, Outlook, Team Building, Team Leadership, Training, Analysis, Sales, Data Entry, Fundraising, Event Management, Facebook, Public Relations, Community Outreach, Data Analysis, Networking, Mathematical Analysis, Mathematical Modeling, Mathematics Education, Youth Mentoring, Communication, Teaching, Youth Leadership, Youth Ministry, Contemporary Dance, Dance Instruction, Dance Education, Tap Dance, Ballet
Education
Regis University 2012 — 2016
BS in Mathematics, Mathematics with a focus in Statistics and Linear Algebra
Regis Jesuit High School- Girls Division 2008 — 2012
High School Diploma, General Jesuit High School Education Courses
Independent Contractor- Child Care 2013 - Present
Wells Fargo June 2015 - August 2015
Wells Fargo April 2014 - August 2014
Victoria's Secret March 2013 - June 2013
D-tangle Salon 2011 - 2012
Lotus Aveda Spa, Salon and Fitness Club 2011 - 2012
Skills
Accounting, Customer Service, PowerPoint, Appointment Scheduling, Management, Financial Analysis, Mathematics, Credit, Social Media, Microsoft Excel, Microsoft Office, Marketing, Inventory Management, Organization, Public Speaking, Leadership, Teamwork, Time Management, Microsoft Word, Research, Event Planning, Social Networking, Outlook, Team Building, Team Leadership, Training, Analysis, Sales, Data Entry, Fundraising, Event Management, Facebook, Public Relations, Community Outreach, Data Analysis, Networking, Mathematical Analysis, Mathematical Modeling, Mathematics Education, Youth Mentoring, Communication, Teaching, Youth Leadership, Youth Ministry, Contemporary Dance, Dance Instruction, Dance Education, Tap Dance, Ballet
Education
Regis University 2012 — 2016
BS in Mathematics, Mathematics with a focus in Statistics and Linear Algebra
Regis Jesuit High School- Girls Division 2008 — 2012
High School Diploma, General Jesuit High School Education Courses
Matt Parkin, MBA's Wells Fargo Experience February 2006 - May 2008
Job Vice President Financial Advisor
Industry Investment Management
Experience
Personal Capital January 2015 - Present
Charles Schwab October 2013 - November 2014
Charles Schwab November 2012 - October 2013
Charles Schwab May 2008 - December 2012
Wells Fargo February 2006 - May 2008
Stonecreek Funding Corporation October 2004 - May 2005
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Fixed Income, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Asset Management, Series 66, Life Insurance
Education
Regis University 2006 — 2009
MBA, Finance and Accounting
University of Denver - Daniels College of Business 1999 — 2003
BS BA, Business Managment
Personal Capital January 2015 - Present
Charles Schwab October 2013 - November 2014
Charles Schwab November 2012 - October 2013
Charles Schwab May 2008 - December 2012
Wells Fargo February 2006 - May 2008
Stonecreek Funding Corporation October 2004 - May 2005
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Fixed Income, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Asset Management, Series 66, Life Insurance
Education
Regis University 2006 — 2009
MBA, Finance and Accounting
University of Denver - Daniels College of Business 1999 — 2003
BS BA, Business Managment
Yesenia Corral Yesenia Corral's Wells Fargo Experience July 2013 - May 2014
Job Samsung Experience Consultant at Samsung Electronics
Industry Consumer Electronics
Experience
Samsung Electronics June 2014 - Present
City of Thornton July 2013 - Present
City of Thornton February 2009 - October 2014
Wells Fargo July 2013 - May 2014
Levy Restaurants At Pepsi Ctr January 2013 - January 2014
Education
Regis University 2011 — 2015
Bachelor of Arts (BA), Sociology
Samsung Electronics June 2014 - Present
City of Thornton July 2013 - Present
City of Thornton February 2009 - October 2014
Wells Fargo July 2013 - May 2014
Levy Restaurants At Pepsi Ctr January 2013 - January 2014
Education
Regis University 2011 — 2015
Bachelor of Arts (BA), Sociology
Jennifer Fleagle Jennifer Fleagle's Wells Fargo Experience 1991 - 1995
Job Personal Lines Account Manager at HUB International
Industry Insurance
Experience
HUB International March 2015 - Present
National Flood Services November 2014 - February 2015
Rocky Mountain Health Plans 2013 - 2014
Rocky Mountain Health Plans 2004 - 2013
State Farm 1999 - 2004
TIC The Industrial company 1995 - 1999
Wells Fargo 1991 - 1995
Skills
Sales, Data Entry, Health Insurance, Insurance, Employee Benefits, Customer Service, Sales Management, Life Insurance, Management, Account Management, Team Building, Underwriting, Healthcare, HIPAA, Term Life Insurance, Health Savings Accounts, Brokers, Property, General Insurance
Education
Regis University
General Studies
Steamboat Springs High School
HUB International March 2015 - Present
National Flood Services November 2014 - February 2015
Rocky Mountain Health Plans 2013 - 2014
Rocky Mountain Health Plans 2004 - 2013
State Farm 1999 - 2004
TIC The Industrial company 1995 - 1999
Wells Fargo 1991 - 1995
Skills
Sales, Data Entry, Health Insurance, Insurance, Employee Benefits, Customer Service, Sales Management, Life Insurance, Management, Account Management, Team Building, Underwriting, Healthcare, HIPAA, Term Life Insurance, Health Savings Accounts, Brokers, Property, General Insurance
Education
Regis University
General Studies
Steamboat Springs High School
Jerrilyn Sanchez Jerrilyn Sanchez's Wells Fargo Experience August 2011 - May 2012
Job Assistant Branch Manager at STCU
Industry Financial Services
Experience
STCU December 2012 - Present
Sanchez Rentals June 2011 - Present
Wells Fargo August 2011 - May 2012
Wells Fargo February 2006 - August 2011
Wells Fargo November 2005 - February 2006
Wells Fargo June 2005 - November 2005
First National Bank Alaska November 2003 - June 2005
Skills
Loans, Consumer Lending, Small Business Lending, Loan Origination, Commercial Lending, Investments, Commercial Banking, Retail Banking, Branch Banking, Refinance, Cross Selling, Financial Services, Credit, Banking, Management, Underwriting, Credit Analysis, Budgets, Property Management
Education
Regis University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
University of Alaska Anchorage 2002 — 2005
Bachelor of Arts (B.A.), History
STCU December 2012 - Present
Sanchez Rentals June 2011 - Present
Wells Fargo August 2011 - May 2012
Wells Fargo February 2006 - August 2011
Wells Fargo November 2005 - February 2006
Wells Fargo June 2005 - November 2005
First National Bank Alaska November 2003 - June 2005
Skills
Loans, Consumer Lending, Small Business Lending, Loan Origination, Commercial Lending, Investments, Commercial Banking, Retail Banking, Branch Banking, Refinance, Cross Selling, Financial Services, Credit, Banking, Management, Underwriting, Credit Analysis, Budgets, Property Management
Education
Regis University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
University of Alaska Anchorage 2002 — 2005
Bachelor of Arts (B.A.), History
Patrycja Kempa Patrycja Kempa's Wells Fargo Experience September 2007 - September 2008
Job Part Time Intern at Accounting and Consulting Group
Industry Accounting
Experience
Accounting and Consulting Group June 2015 - Present
Highmesa Electric April 2013 - Present
Highmasa Electric April 2013 - Present
Wells Fargo Bank September 2008 - April 2013
Wells Fargo September 2007 - September 2008
Skills
Customer Service, Finance, Financial Analysis, Microsoft Excel, Banking, Microsoft Office, Microsoft Word, Sales, Investments, QuickBooks, Accounting, Payroll, Management, •Possess understanding..., • Efficient in..., • Familiar with..., • Possess ability to..., • Highly organized with..., Accounts Payable, Budgets, Accounts Receivable, Account Reconciliation
Education
Regis University 2013 — 2015
Bachelor's Degree, Accounting and Finance
Regis University 2013 — 2015
Bachelor's Degree, Accounting
Accounting and Consulting Group June 2015 - Present
Highmesa Electric April 2013 - Present
Highmasa Electric April 2013 - Present
Wells Fargo Bank September 2008 - April 2013
Wells Fargo September 2007 - September 2008
Skills
Customer Service, Finance, Financial Analysis, Microsoft Excel, Banking, Microsoft Office, Microsoft Word, Sales, Investments, QuickBooks, Accounting, Payroll, Management, •Possess understanding..., • Efficient in..., • Familiar with..., • Possess ability to..., • Highly organized with..., Accounts Payable, Budgets, Accounts Receivable, Account Reconciliation
Education
Regis University 2013 — 2015
Bachelor's Degree, Accounting and Finance
Regis University 2013 — 2015
Bachelor's Degree, Accounting
Kacey Renelt Kacey Renelt's Wells Fargo Experience November 2012 - Present
Job Credit Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2012 - Present
Wells Fargo January 2006 - November 2012
Wells Fargo September 2004 - January 2006
Wells Fargo May 2000 - September 2004
Wells Fargo Bank January 1997 - January 2000
Skills
Banking, CRM, Leadership, Management, Marketing Strategy, Personal Development, Sales, Training, Customer Service, Finance, Credit, Loans, Accounting, Investments, Portfolio Management, Financial Analysis
Education
Regis University
Business Administration, In process
Wells Fargo November 2012 - Present
Wells Fargo January 2006 - November 2012
Wells Fargo September 2004 - January 2006
Wells Fargo May 2000 - September 2004
Wells Fargo Bank January 1997 - January 2000
Skills
Banking, CRM, Leadership, Management, Marketing Strategy, Personal Development, Sales, Training, Customer Service, Finance, Credit, Loans, Accounting, Investments, Portfolio Management, Financial Analysis
Education
Regis University
Business Administration, In process
Laurel (Laurel Grauff) Grauff Caras Laurel (Laurel Grauff) Grauff Caras's Wells Fargo Experience November 2011 - August 2014
Job AVP, Market Growth and Development Consultant at Wells Fargo Digital Channels Group
Industry Financial Services
Experience
Wells Fargo Digital Channels Group September 2014 - Present
Wells Fargo November 2011 - August 2014
Wells Fargo April 2010 - November 2011
Wells Fargo September 2007 - April 2010
Wells Fargo April 2000 - August 2007
Skills
Credit, Banking, Mortgage Lending, Loans, Financial Services, Relationship Management, Consumer Lending, Retail Banking, Mortgage Banking, Loan Origination, Insurance, Management Consulting, Workshop Facilitation, Training Delivery, Strategic Planning, Presenting to Senior..., Written & Oral..., Mergers & Acquisitions, Coaching, Leadership, Finance, Change Management, Sales, Employee Training
Education
Regis University 2012 — 2014
Master of Science (MS), Organizational Leadership
Regis University 2001 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Digital Channels Group September 2014 - Present
Wells Fargo November 2011 - August 2014
Wells Fargo April 2010 - November 2011
Wells Fargo September 2007 - April 2010
Wells Fargo April 2000 - August 2007
Skills
Credit, Banking, Mortgage Lending, Loans, Financial Services, Relationship Management, Consumer Lending, Retail Banking, Mortgage Banking, Loan Origination, Insurance, Management Consulting, Workshop Facilitation, Training Delivery, Strategic Planning, Presenting to Senior..., Written & Oral..., Mergers & Acquisitions, Coaching, Leadership, Finance, Change Management, Sales, Employee Training
Education
Regis University 2012 — 2014
Master of Science (MS), Organizational Leadership
Regis University 2001 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
LaVonne Whelchel's Wells Fargo Experience April 2014 - Present
Job Retired at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Wells Fargo Bank March 2001 - April 2014
Wells Fargo June 1997 - March 2001
J.P. Morgan 1992 - 1997
Skills
Treasury Management, Cross Selling, Middle Market, Portfolio Management, Risk Management, Treasury Services, Credit Analysis, Financial Services, Loans, Relationship Management, Finance, Business Development, Commercial Lending, Retail Banking, Credit Cards, Debit Cards, Sales Management, Payments, Banking
Education
Regis University 1990 — 1995
Bachelor's degree, Accounting and Finance
Wells Fargo April 2014 - Present
Wells Fargo Bank March 2001 - April 2014
Wells Fargo June 1997 - March 2001
J.P. Morgan 1992 - 1997
Skills
Treasury Management, Cross Selling, Middle Market, Portfolio Management, Risk Management, Treasury Services, Credit Analysis, Financial Services, Loans, Relationship Management, Finance, Business Development, Commercial Lending, Retail Banking, Credit Cards, Debit Cards, Sales Management, Payments, Banking
Education
Regis University 1990 — 1995
Bachelor's degree, Accounting and Finance
Jason Pflaum, CIA, MBA's Wells Fargo Experience June 2014 - Present
Job Audit Leader at Wells Fargo
Industry Insurance
Experience
Wells Fargo June 2014 - Present
Hannover Life Reassurance Company of America March 2012 - June 2014
Hannover Life Reassurance Company of America 2009 - 2012
Scottish Re 2007 - 2009
Scottish Re 2006 - 2007
Scottish Re 2005 - 2006
ING Re 2003 - 2004
ING Security Life of Denver 2001 - 2002
ARAMARK 2000 - 2001
Skills
Reinsurance, Financial Reporting, Financial Analysis, Internal Controls, Accounting, Life Insurance, Auditing, Risk Management, Internal Audit, Account Reconciliation, Variance Analysis
Education
Regis University 2003 — 2005
Master of Business Administration With Honors (MBA), Finance and Accounting
Regis University 1995 — 1999
Bachelor of Science (BS), Business Administration
Wells Fargo June 2014 - Present
Hannover Life Reassurance Company of America March 2012 - June 2014
Hannover Life Reassurance Company of America 2009 - 2012
Scottish Re 2007 - 2009
Scottish Re 2006 - 2007
Scottish Re 2005 - 2006
ING Re 2003 - 2004
ING Security Life of Denver 2001 - 2002
ARAMARK 2000 - 2001
Skills
Reinsurance, Financial Reporting, Financial Analysis, Internal Controls, Accounting, Life Insurance, Auditing, Risk Management, Internal Audit, Account Reconciliation, Variance Analysis
Education
Regis University 2003 — 2005
Master of Business Administration With Honors (MBA), Finance and Accounting
Regis University 1995 — 1999
Bachelor of Science (BS), Business Administration
Laura Pohopin's Wells Fargo Experience March 2009 - March 2011
Job Business Development OFCCP and AA/EEO Compliance Solutions
Industry Human Resources
Experience
Berkshire Associates Inc. March 2011 - Present
Wells Fargo March 2009 - March 2011
iWired, Inc June 2000 - June 2008
PMG International March 1996 - March 1998
Preferred Plan of Mid-Atlantic November 1992 - February 1994
Skills
Affirmative Action, Applicant Tracking..., Recruiting, Employee Benefits, Talent Acquisition, Employee Relations, Human Resources, HRIS, Workforce Planning, Performance Management, CRM, Leadership, Talent Management, Training, Management, Onboarding
Education
Regis University 2000 — 2002
Masters Degree, Business Administration & Operations Management, Gr
University of Maryland University College 1996 — 1999
Bachelors, Business Administration
Berkshire Associates Inc. March 2011 - Present
Wells Fargo March 2009 - March 2011
iWired, Inc June 2000 - June 2008
PMG International March 1996 - March 1998
Preferred Plan of Mid-Atlantic November 1992 - February 1994
Skills
Affirmative Action, Applicant Tracking..., Recruiting, Employee Benefits, Talent Acquisition, Employee Relations, Human Resources, HRIS, Workforce Planning, Performance Management, CRM, Leadership, Talent Management, Training, Management, Onboarding
Education
Regis University 2000 — 2002
Masters Degree, Business Administration & Operations Management, Gr
University of Maryland University College 1996 — 1999
Bachelors, Business Administration
Paula J. Foulk Paula J. Foulk's Wells Fargo Experience February 2006 - July 2011
Job Turnaround Consultant, Motivational Speaker, Trainer, Author, Executive Mentor Coach
Industry Financial Services
Experience
U.S. Bank August 2015 - Present
The Life Analyst 2010 - Present
WorldPay November 2012 - October 2013
Bank of America Merchant Services September 2011 - November 2012
Wells Fargo February 2006 - July 2011
Wells Fargo February 2005 - February 2006
First Data Merchant Services August 2002 - February 2005
Mary Kay Inc. October 1995 - November 1998
Mary Kay Cosmetics April 1984 - October 1995
Skills
Entrepreneur, Consultative Selling, Executive Coaching, Educational Workshops, Business Networking, Business Relationship..., Merchant Services, Professional Mentoring, Relationship Management, Sales Management, New Business Development, Account Management, Sales, B2B, Financial Services, Sales Presentations, Cross Selling, Building Relationships, Selling Skills, Strategic Planning, Philanthropy, Solution Selling, Treasury Management, Direct Sales, Salesforce.com, Banking, Sales Process, Commercial Banking, Lead Generation, Banking Relationships, Cold Calling, Public Speaking, Strategic Thinking, Credit Cards, Training, E-commerce, Executive Management, Entrepreneurship, Selling, CRM, Payments, Business Planning, Team Building
Education
Miller Heiman Alumni
Rend Lake College
Richardson Sales Training
Solution Selling
U.S. Bank August 2015 - Present
The Life Analyst 2010 - Present
WorldPay November 2012 - October 2013
Bank of America Merchant Services September 2011 - November 2012
Wells Fargo February 2006 - July 2011
Wells Fargo February 2005 - February 2006
First Data Merchant Services August 2002 - February 2005
Mary Kay Inc. October 1995 - November 1998
Mary Kay Cosmetics April 1984 - October 1995
Skills
Entrepreneur, Consultative Selling, Executive Coaching, Educational Workshops, Business Networking, Business Relationship..., Merchant Services, Professional Mentoring, Relationship Management, Sales Management, New Business Development, Account Management, Sales, B2B, Financial Services, Sales Presentations, Cross Selling, Building Relationships, Selling Skills, Strategic Planning, Philanthropy, Solution Selling, Treasury Management, Direct Sales, Salesforce.com, Banking, Sales Process, Commercial Banking, Lead Generation, Banking Relationships, Cold Calling, Public Speaking, Strategic Thinking, Credit Cards, Training, E-commerce, Executive Management, Entrepreneurship, Selling, CRM, Payments, Business Planning, Team Building
Education
Miller Heiman Alumni
Rend Lake College
Richardson Sales Training
Solution Selling
Jerry Klorman Jerry Klorman's Wells Fargo Experience February 2015 - June 2015
Job Project Manager Currrently Seeking Opportunities
Industry Information Technology and Services
Experience
Wells Fargo February 2015 - June 2015
Avnet November 2014 - February 2015
360 Vantage February 2012 - March 2014
G. R. Klorman Consulting, Inc. December 1991 - March 2012
ecofuel Technologies, Inc. September 2006 - February 2012
ACS July 2007 - September 2008
Quantum PV 2005 - 2007
Houston Community College System 2002 - 2002
Pragmatic Systems 2001 - 2002
American Express 1988 - 1991
Skills
Business Analysis, Start-ups, Requirements Analysis, Integration, Program Management, PMO, Business Process..., SDLC, Vendor Management, IT Strategy, Project Portfolio..., IT Management, Business Management, Management Consulting, Strategic Planning, Team Building, Contract Negotiations, Team Leadership, Business Strategy, Business Continuity, Business Planning, Budgeting, CRM, Contract Negotiation, Software Development, Project Management, Management
Education
Fairleigh Dickinson University-Florham Campus 1974 — 1977
MBA, Management
Rensselaer Polytechnic Institute 1969 — 1973
B.S., Management
Wells Fargo February 2015 - June 2015
Avnet November 2014 - February 2015
360 Vantage February 2012 - March 2014
G. R. Klorman Consulting, Inc. December 1991 - March 2012
ecofuel Technologies, Inc. September 2006 - February 2012
ACS July 2007 - September 2008
Quantum PV 2005 - 2007
Houston Community College System 2002 - 2002
Pragmatic Systems 2001 - 2002
American Express 1988 - 1991
Skills
Business Analysis, Start-ups, Requirements Analysis, Integration, Program Management, PMO, Business Process..., SDLC, Vendor Management, IT Strategy, Project Portfolio..., IT Management, Business Management, Management Consulting, Strategic Planning, Team Building, Contract Negotiations, Team Leadership, Business Strategy, Business Continuity, Business Planning, Budgeting, CRM, Contract Negotiation, Software Development, Project Management, Management
Education
Fairleigh Dickinson University-Florham Campus 1974 — 1977
MBA, Management
Rensselaer Polytechnic Institute 1969 — 1973
B.S., Management
Khoy Blasi-Diggs Khoy Blasi-Diggs's Wells Fargo Experience March 2015 - Present
Job Experienced Investment Banking Technology Professional
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Noetic Partners April 2013 - April 2014
Young Affililiates of The Mint Musuem May 2011 - May 2013
Wells Fargo Securities - Municipal Fixed Income Products July 2011 - April 2013
Wells Fargo Securities - REPO Derivatives May 2010 - July 2011
Corporate Investments - Investment Bank November 2008 - February 2010
Wachovia Securities August 2008 - November 2008
Loan Remediation May 2008 - July 2008
Global Markets Sales & Trading Technology - Investment Bank June 2007 - April 2008
KBC Financial Products May 2006 - September 2006
Skills
Unix, Bloomberg, SQL, SharePoint, SQL Server, Autosys, Windows Server 2003, Linux, JavaScript, Business Objects, Informatica, JIRA, Spotfire, Quality Center, Visio, MS Project, Business Analysis, Requirements Gathering, Shell Scripting, Fixed Income, Windows, Database Administration, Requirements Analysis, XML, Java, Banking, Testing, Equities, Data Analysis, ITIL, Derivatives, Active Directory, Investment Banking, Problem Solving, Software Project..., Systems Analysis, User Acceptance Testing, SSRS, InfoPath Forms, SharePoint Designer, Trading Systems, Electronic Trading, Software Documentation, Microsoft SQL Server, Metrics, Strategic Planning, Data Warehousing, Relational Databases, Risk Management, Business Requirements
Education
Rensselaer Polytechnic Institute 2002 — 2007
BS, Information Technology
The Hill School 1998 — 2002
HSD
Wells Fargo March 2015 - Present
Noetic Partners April 2013 - April 2014
Young Affililiates of The Mint Musuem May 2011 - May 2013
Wells Fargo Securities - Municipal Fixed Income Products July 2011 - April 2013
Wells Fargo Securities - REPO Derivatives May 2010 - July 2011
Corporate Investments - Investment Bank November 2008 - February 2010
Wachovia Securities August 2008 - November 2008
Loan Remediation May 2008 - July 2008
Global Markets Sales & Trading Technology - Investment Bank June 2007 - April 2008
KBC Financial Products May 2006 - September 2006
Skills
Unix, Bloomberg, SQL, SharePoint, SQL Server, Autosys, Windows Server 2003, Linux, JavaScript, Business Objects, Informatica, JIRA, Spotfire, Quality Center, Visio, MS Project, Business Analysis, Requirements Gathering, Shell Scripting, Fixed Income, Windows, Database Administration, Requirements Analysis, XML, Java, Banking, Testing, Equities, Data Analysis, ITIL, Derivatives, Active Directory, Investment Banking, Problem Solving, Software Project..., Systems Analysis, User Acceptance Testing, SSRS, InfoPath Forms, SharePoint Designer, Trading Systems, Electronic Trading, Software Documentation, Microsoft SQL Server, Metrics, Strategic Planning, Data Warehousing, Relational Databases, Risk Management, Business Requirements
Education
Rensselaer Polytechnic Institute 2002 — 2007
BS, Information Technology
The Hill School 1998 — 2002
HSD
Darrin Hansen Darrin Hansen's Wells Fargo Experience March 2012 - Present
Job Senior Relationship Manager, VP at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2012 - Present
Valley Bank of Nevada September 2009 - March 2012
Nevada Commerce Bank March 2007 - March 2009
Irwin Union Bank 2006 - 2007
Business Bank of Nevada 2001 - 2006
Business Bank of Nevada 2001 - 2006
Yourtrade.com Securities 2000 - 2001
US Bank June 1995 - March 2000
Skills
Forecasting, Strategic Planning, Financial Analysis, Credit, Loans, Leadership, Budgets, Banking, Sales Process, Commercial Lending, Small Business Lending, Commercial Mortgages, Management, Commercial Banking
Education
Regis University 2004 — 2005
MBA, Finance/Accounting - MBA
University of Nevada, Las Vegas 1998 — 2000
BSBS, Accounting
University of Nevada-Las Vegas - College of Business 1993 — 1997
BSBS, Finance
Wells Fargo March 2012 - Present
Valley Bank of Nevada September 2009 - March 2012
Nevada Commerce Bank March 2007 - March 2009
Irwin Union Bank 2006 - 2007
Business Bank of Nevada 2001 - 2006
Business Bank of Nevada 2001 - 2006
Yourtrade.com Securities 2000 - 2001
US Bank June 1995 - March 2000
Skills
Forecasting, Strategic Planning, Financial Analysis, Credit, Loans, Leadership, Budgets, Banking, Sales Process, Commercial Lending, Small Business Lending, Commercial Mortgages, Management, Commercial Banking
Education
Regis University 2004 — 2005
MBA, Finance/Accounting - MBA
University of Nevada, Las Vegas 1998 — 2000
BSBS, Accounting
University of Nevada-Las Vegas - College of Business 1993 — 1997
BSBS, Finance
Nathan Bogg Nathan Bogg's Wells Fargo Experience September 2008 - January 2009
Job Vice President, Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank May 2013 - Present
Wells Fargo Capital Finance January 2009 - May 2013
Wells Fargo September 2008 - January 2009
Wells Fargo October 2006 - September 2008
Skills
Loans, Credit Analysis, Credit, Commercial Lending, Commercial Banking, Treasury Management, Underwriting, Banking, Financial Modeling, Financial Analysis, Portfolio Management, Asset Based Lending, Cash Management, Lines Of Credit, Relationship Management, Finance
Education
Regis University 2003 — 2005
Masters of Business Administration, Finance & Accounting
University of Northern Colorado 1998 — 2002
Liberal Arts, Public Relations
Wells Fargo Bank May 2013 - Present
Wells Fargo Capital Finance January 2009 - May 2013
Wells Fargo September 2008 - January 2009
Wells Fargo October 2006 - September 2008
Skills
Loans, Credit Analysis, Credit, Commercial Lending, Commercial Banking, Treasury Management, Underwriting, Banking, Financial Modeling, Financial Analysis, Portfolio Management, Asset Based Lending, Cash Management, Lines Of Credit, Relationship Management, Finance
Education
Regis University 2003 — 2005
Masters of Business Administration, Finance & Accounting
University of Northern Colorado 1998 — 2002
Liberal Arts, Public Relations
Michelle Rutledge's Wells Fargo Experience January 2014 - Present
Job CCCQA SPLI Capital Markets Team Captain
Industry Information Technology and Services
Experience
Wells Fargo January 2014 - Present
Insight Global April 2013 - January 2014
Apex Systems, Inc. October 2012 - April 2013
Target March 2007 - October 2012
Monster.com November 2004 - March 2007
Northrop Grumman, Corp June 1998 - November 2004
Skills
Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Systems Analysis, Waterfall, SharePoint, Software Project..., Agile Project Management, Project Management, Agile Methodologies, Business Intelligence, Analysis, Business Process, Business Requirements, Integration, MS Project, PMP, Process Improvement, Quality Assurance, Software Documentation, Team Leadership, Testing, User Acceptance Testing, Visio
Education
Rhode Island College
B.A Liberal Arts
Wells Fargo January 2014 - Present
Insight Global April 2013 - January 2014
Apex Systems, Inc. October 2012 - April 2013
Target March 2007 - October 2012
Monster.com November 2004 - March 2007
Northrop Grumman, Corp June 1998 - November 2004
Skills
Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Systems Analysis, Waterfall, SharePoint, Software Project..., Agile Project Management, Project Management, Agile Methodologies, Business Intelligence, Analysis, Business Process, Business Requirements, Integration, MS Project, PMP, Process Improvement, Quality Assurance, Software Documentation, Team Leadership, Testing, User Acceptance Testing, Visio
Education
Rhode Island College
B.A Liberal Arts
Kim Sappington, PMP's Wells Fargo Experience June 2005 - Present
Job Technical Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2005 - Present
Wells Fargo Technology Information Group 2005 - Present
Denver Newspaper Agenyc 2000 - 2005
Denver Newspaper Agency 2000 - 2005
Skills
Visio, Business Analysis, Disaster Recovery, Requirements Analysis, Software Documentation, Process Improvement, SDLC, Vendor Management, Risk Management, Project Management, Change Management, Cross-functional Team..., PMP, Certified Project..., Project Delivery
Education
Regis University 2000 — 2004
Bachelor's degree, CIS
Wells Fargo June 2005 - Present
Wells Fargo Technology Information Group 2005 - Present
Denver Newspaper Agenyc 2000 - 2005
Denver Newspaper Agency 2000 - 2005
Skills
Visio, Business Analysis, Disaster Recovery, Requirements Analysis, Software Documentation, Process Improvement, SDLC, Vendor Management, Risk Management, Project Management, Change Management, Cross-functional Team..., PMP, Certified Project..., Project Delivery
Education
Regis University 2000 — 2004
Bachelor's degree, CIS
Felicia Kola-Bankole, CSQA, CSTE's Wells Fargo Experience 2014 - 2014
Job Computer Software Professional
Industry Computer Software
Experience
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Wells Fargo 2013 - 2014
Wells Fargo 2013 - 2014
UnitedHealth Group 2010 - 2013
UnitedHealth Group 2010 - 2013
UnitedHealth Group 2010 - 2013
Charter Solutions 2007 - 2008
Spherion Technologies January 2007 - April 2007
Education
Rhode Island School of Design
BIA, BIF, Interior Architecture, Fine Arts
University of Minnesota-Twin Cities
Architecture
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Wells Fargo 2013 - 2014
Wells Fargo 2013 - 2014
UnitedHealth Group 2010 - 2013
UnitedHealth Group 2010 - 2013
UnitedHealth Group 2010 - 2013
Charter Solutions 2007 - 2008
Spherion Technologies January 2007 - April 2007
Education
Rhode Island School of Design
BIA, BIF, Interior Architecture, Fine Arts
University of Minnesota-Twin Cities
Architecture
Abdel Hamdan's Wells Fargo Experience June 2003 - Present
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2003 - Present
Sears Holdings Corporation January 2000 - June 2003
NYS 1993 - 2000
Skills
Statistical Modeling, Time Series Analysis, Predictive Modeling, Quantitative Analytics, Analytics, Statistics, Credit Risk, Regression Testing, R, Risk Management, Credit Scoring, Financial Modeling, Basel II, SAS programming, Monte Carlo Simulation, Data Mining, Stress Testing, Data Analysis, Risk Analytics, Quantitative Finance, Financial Risk, Quantitative Research, Portfolio Management, Segmentation, Market Risk, Forecasting, Business Analytics, Econometrics, Modeling, Predictive Analytics, Credit, Credit Cards, SAS, SQL, VBA, Banking, Financial Services, Database Marketing, Risk Analysis, Operational Risk, SAS Programming, Customer Analysis
Education
Rensselaer Polytechnic Institute
Bachelor of Science (BS), Applied Mathematics
State University of New York at Albany
Doctor of Philosophy (PhD), Mathematics and Statistics
Wells Fargo June 2003 - Present
Sears Holdings Corporation January 2000 - June 2003
NYS 1993 - 2000
Skills
Statistical Modeling, Time Series Analysis, Predictive Modeling, Quantitative Analytics, Analytics, Statistics, Credit Risk, Regression Testing, R, Risk Management, Credit Scoring, Financial Modeling, Basel II, SAS programming, Monte Carlo Simulation, Data Mining, Stress Testing, Data Analysis, Risk Analytics, Quantitative Finance, Financial Risk, Quantitative Research, Portfolio Management, Segmentation, Market Risk, Forecasting, Business Analytics, Econometrics, Modeling, Predictive Analytics, Credit, Credit Cards, SAS, SQL, VBA, Banking, Financial Services, Database Marketing, Risk Analysis, Operational Risk, SAS Programming, Customer Analysis
Education
Rensselaer Polytechnic Institute
Bachelor of Science (BS), Applied Mathematics
State University of New York at Albany
Doctor of Philosophy (PhD), Mathematics and Statistics
Chingyun Lin's Wells Fargo Experience June 2015 - Present
Job Quantitative Analytics Consultant, Corporate Credit ACL & Stress Testing (CCAST) Modeling Team at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2015 - Present
Bank of America October 2013 - May 2015
Bank of America January 2008 - October 2013
US Bank January 2006 - December 2007
Skills
Risk Management, Credit Risk, Loans, Portfolio Management, Mortgage Lending, Credit, Banking, Strategic Planning, Financial Services, Financial Risk, Business Analysis, Valuation, Basel II, Forecasting, Credit Cards, Statistical Modeling, Financial Modeling, Credit Analysis, Analytics
Education
Rensselaer Polytechnic Institute 1996 — 1998
MS, Operation Research & Statistics
Wells Fargo June 2015 - Present
Bank of America October 2013 - May 2015
Bank of America January 2008 - October 2013
US Bank January 2006 - December 2007
Skills
Risk Management, Credit Risk, Loans, Portfolio Management, Mortgage Lending, Credit, Banking, Strategic Planning, Financial Services, Financial Risk, Business Analysis, Valuation, Basel II, Forecasting, Credit Cards, Statistical Modeling, Financial Modeling, Credit Analysis, Analytics
Education
Rensselaer Polytechnic Institute 1996 — 1998
MS, Operation Research & Statistics
Mandy Valdes's Wells Fargo Experience February 2013 - June 2014
Job Assistant Vice President / Relationship Manager at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance June 2014 - Present
Wells Fargo February 2013 - June 2014
BBVA Compass September 2011 - February 2013
CoBank, ACB February 2011 - September 2011
CoBank, ACB February 2008 - February 2011
CoBank, ACB February 2007 - February 2008
Wells Fargo 2005 - 2007
Skills
Financial Statement..., Real Estate, Agribusiness, Participation, Credit, Loans, Commercial Lending, Credit Analysis, Commercial Banking, Underwriting, Financial Analysis, Banking, Leadership, Credit Risk, Portfolio Management
Education
Regis University 2009 — 2010
MBA, Finance & Accounting
University of Denver - Daniels College of Business 2001 — 2005
BSBA, Real Estate & Marketing
Universtiy of Colorado at Denver
Universtiy of Colorado at Denver
Wells Fargo Capital Finance June 2014 - Present
Wells Fargo February 2013 - June 2014
BBVA Compass September 2011 - February 2013
CoBank, ACB February 2011 - September 2011
CoBank, ACB February 2008 - February 2011
CoBank, ACB February 2007 - February 2008
Wells Fargo 2005 - 2007
Skills
Financial Statement..., Real Estate, Agribusiness, Participation, Credit, Loans, Commercial Lending, Credit Analysis, Commercial Banking, Underwriting, Financial Analysis, Banking, Leadership, Credit Risk, Portfolio Management
Education
Regis University 2009 — 2010
MBA, Finance & Accounting
University of Denver - Daniels College of Business 2001 — 2005
BSBA, Real Estate & Marketing
Universtiy of Colorado at Denver
Universtiy of Colorado at Denver
Tao (Tony) Kuang's Wells Fargo Experience April 2013 - Present
Job Accounting Manager at Wells Fargo
Industry Accounting
Experience
Wells Fargo April 2013 - Present
Wells Fargo Global Fund Services September 2008 - April 2013
Deloitte May 2007 - September 2008
Deephaven Capital Management November 2005 - May 2007
Deloitte 2003 - 2005
Skills
Accounting, US GAAP, Auditing, Financial Reporting, Financial Analysis, Internal Controls, IFRS, Financial Modeling, Hedge Funds, Valuation, Account Reconciliation, Due Diligence, Corporate Finance, Fund Accounting, Financial Audits, Sarbanes-Oxley Act, Derivatives, Equities, Alternative Investments, Risk Management, GL, Monthly Close, SEC Financial Reporting
Education
SUNY at Buffalo 2001 — 2003
MBA, Accounting & Finance
Renmin University of China 1991 — 1995
BS, Finance
xicheng middle school
Wells Fargo April 2013 - Present
Wells Fargo Global Fund Services September 2008 - April 2013
Deloitte May 2007 - September 2008
Deephaven Capital Management November 2005 - May 2007
Deloitte 2003 - 2005
Skills
Accounting, US GAAP, Auditing, Financial Reporting, Financial Analysis, Internal Controls, IFRS, Financial Modeling, Hedge Funds, Valuation, Account Reconciliation, Due Diligence, Corporate Finance, Fund Accounting, Financial Audits, Sarbanes-Oxley Act, Derivatives, Equities, Alternative Investments, Risk Management, GL, Monthly Close, SEC Financial Reporting
Education
SUNY at Buffalo 2001 — 2003
MBA, Accounting & Finance
Renmin University of China 1991 — 1995
BS, Finance
xicheng middle school
Dan Maffucci's Wells Fargo Experience December 2006 - Present
Job Lead Web Developer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo December 2006 - Present
Prudential Financial 2001 - 2006
IBM Global Services March 1998 - April 2000
IBM Global Services February 1996 - January 1998
Skills
Software Development, Microsoft SQL Server, Databases, Integration, Development Management, .NET, Team Leadership, Business Analysis, System Design, C#, Data Modeling, Project Management, ASP.NET, Business Process, Quality Assurance, ERP, Agile Methodologies, SDLC, Internet Banking, Web Design
Education
Rensselaer Polytechnic Institute 1989 — 1995
Patchogue-Medford High School
Wells Fargo December 2006 - Present
Prudential Financial 2001 - 2006
IBM Global Services March 1998 - April 2000
IBM Global Services February 1996 - January 1998
Skills
Software Development, Microsoft SQL Server, Databases, Integration, Development Management, .NET, Team Leadership, Business Analysis, System Design, C#, Data Modeling, Project Management, ASP.NET, Business Process, Quality Assurance, ERP, Agile Methodologies, SDLC, Internet Banking, Web Design
Education
Rensselaer Polytechnic Institute 1989 — 1995
Patchogue-Medford High School
Deborah Alsop's Wells Fargo Experience 2005 - 2007
Job Senior Lead Recruiter at Kaiser Permanente
Industry Human Resources
Experience
Kaiser Permanente January 2014 - Present
Kaiser Permanente - Northwest Region May 2007 - December 2014
Wells Fargo 2005 - 2007
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, College Recruiting, Talent Management, Employee Engagement, Recruiting, Sourcing, Human Resources, Employee Benefits, Hiring, PeopleSoft, Consulting, Management, Employee Relations, HRIS, Employment Law, Job Fairs, Temporary Placement, Deferred Compensation, Training, Executive Search, Interviews, Leadership, HR Consulting, Job Descriptions, Internet Recruiting, Taleo, Temporary Staffing, Benefits Negotiation, Workforce Planning, Technical Recruiting
Education
Regis University 1992 — 1995
Bachelor of Science, Business Administration, Management Emphasis
Kaiser Permanente January 2014 - Present
Kaiser Permanente - Northwest Region May 2007 - December 2014
Wells Fargo 2005 - 2007
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, College Recruiting, Talent Management, Employee Engagement, Recruiting, Sourcing, Human Resources, Employee Benefits, Hiring, PeopleSoft, Consulting, Management, Employee Relations, HRIS, Employment Law, Job Fairs, Temporary Placement, Deferred Compensation, Training, Executive Search, Interviews, Leadership, HR Consulting, Job Descriptions, Internet Recruiting, Taleo, Temporary Staffing, Benefits Negotiation, Workforce Planning, Technical Recruiting
Education
Regis University 1992 — 1995
Bachelor of Science, Business Administration, Management Emphasis
Jason Cetlinski's Wells Fargo Experience October 2008 - October 2011
Job NonOp JIB Accountant at QEP Resources, Inc.
Industry Accounting
Experience
QEP Resources, Inc. April 2013 - Present
Chase November 2011 - April 2013
Wells Fargo October 2008 - October 2011
Skills
Banking, Financial Analysis, Credit, Loans, Finance, Credit Analysis, Portfolio Management, Investments, Retail Banking, Risk Management, Mortgage Lending, Financial Modeling, Strategic Financial..., Microsoft Excel, Commercial Banking
Education
Regis University 2012 — 2015
University of Colorado at Boulder 2006 — 2010
3 years, Economics
QEP Resources, Inc. April 2013 - Present
Chase November 2011 - April 2013
Wells Fargo October 2008 - October 2011
Skills
Banking, Financial Analysis, Credit, Loans, Finance, Credit Analysis, Portfolio Management, Investments, Retail Banking, Risk Management, Mortgage Lending, Financial Modeling, Strategic Financial..., Microsoft Excel, Commercial Banking
Education
Regis University 2012 — 2015
University of Colorado at Boulder 2006 — 2010
3 years, Economics
James Bannon's Wells Fargo Experience August 2014 - September 2014
Job Call center/Gensys engineer
Industry Information Technology and Services
Experience
Eventus Solutions Group September 2014 - Present
Wells Fargo August 2014 - September 2014
Empirix February 2008 - June 2014
T. Rowe Price August 1999 - February 2008
Skills
Genesys, Genesys Framework, Telephony, Programming, Avaya, SIP, VoIP, Telecommunications, IVR, Managed Services, PMP, SDLC, CTI, Security, Vendor Management, Cloud Computing, Integration, Pre-sales, Professional Services, Contact Centers, SaaS, Call Centers, End-to-end Testing, Business Analysis
Education
Rhode Island College 1986 — 1990
Bachelor of Science (BS), Communication and Media Studies
Wellsboro
Eventus Solutions Group September 2014 - Present
Wells Fargo August 2014 - September 2014
Empirix February 2008 - June 2014
T. Rowe Price August 1999 - February 2008
Skills
Genesys, Genesys Framework, Telephony, Programming, Avaya, SIP, VoIP, Telecommunications, IVR, Managed Services, PMP, SDLC, CTI, Security, Vendor Management, Cloud Computing, Integration, Pre-sales, Professional Services, Contact Centers, SaaS, Call Centers, End-to-end Testing, Business Analysis
Education
Rhode Island College 1986 — 1990
Bachelor of Science (BS), Communication and Media Studies
Wellsboro
Ed Lechman's Wells Fargo Experience October 2011 - Present
Job Compliance and Audit Professional
Industry Financial Services
Experience
Wells Fargo October 2011 - Present
Western Union August 2005 - October 2011
Citibank June 2004 - August 2005
Diners Club January 2000 - January 2004
Budget Truck Rental January 1999 - January 2000
Ryder TRS/Budget Group Inc. January 1998 - January 1999
Qwest Communications January 1997 - May 1998
Qwest Communications June 1997 - January 1998
Adams County and Jefferson County Sheriff's Department January 1993 - January 1997
Skills
Compliance, KYC, Project Implementation, International Project..., Credit Card Processing, Business Relationship..., Remote Team Management, Customer Service, Credit Risk, Process Engineering, USA PATRIOT Act, Financial Services, Credit Cards, Banking, Internal Audit, Management, Fraud, Risk Assessment, Bank Secrecy Act, AML, Finance, Credit, Financial Risk, Anti Money Laundering
Education
Regis University 2002 — 2003
MBA
Arvada West
Wells Fargo October 2011 - Present
Western Union August 2005 - October 2011
Citibank June 2004 - August 2005
Diners Club January 2000 - January 2004
Budget Truck Rental January 1999 - January 2000
Ryder TRS/Budget Group Inc. January 1998 - January 1999
Qwest Communications January 1997 - May 1998
Qwest Communications June 1997 - January 1998
Adams County and Jefferson County Sheriff's Department January 1993 - January 1997
Skills
Compliance, KYC, Project Implementation, International Project..., Credit Card Processing, Business Relationship..., Remote Team Management, Customer Service, Credit Risk, Process Engineering, USA PATRIOT Act, Financial Services, Credit Cards, Banking, Internal Audit, Management, Fraud, Risk Assessment, Bank Secrecy Act, AML, Finance, Credit, Financial Risk, Anti Money Laundering
Education
Regis University 2002 — 2003
MBA
Arvada West
Valerie Marie Thomas PMP's Wells Fargo Experience July 2013 - Present
Job Sr. Program Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo July 2013 - Present
Bank of America August 2010 - July 2013
Bank of America February 2009 - August 2010
Bank of America June 2007 - February 2009
Bank of America February 2006 - June 2007
Dell September 2004 - December 2005
EmergeOne, LLC January 2000 - September 2004
EmergeOne LLC October 1993 - December 1999
Pratt & Whitney July 1986 - October 1993
Skills
Certified Project..., Software Project..., Project Execution, Project Delivery, Microsoft Office, Microsoft Project, Visio, Program Management, Portfolio Management, Resource Management, Project Finance, Process Improvement, Process Modeling, Software Development, Database Design, Database Development, MS Project, ITIL, PMO, Project Management, Databases, PMP, Management, Software Documentation, Vendor Management, Risk Management, Business Analysis, Change Management, Business Intelligence, Business Process..., IT Management, Cross-functional Team..., Quality Assurance, Integration, SDLC, Service Delivery, Requirements Analysis
Education
Rensselaer Polytechnic Institute at Hartford
MBA, International Business
University of Connecticut 1982 — 1986
BS, Management Information Systems
Wells Fargo July 2013 - Present
Bank of America August 2010 - July 2013
Bank of America February 2009 - August 2010
Bank of America June 2007 - February 2009
Bank of America February 2006 - June 2007
Dell September 2004 - December 2005
EmergeOne, LLC January 2000 - September 2004
EmergeOne LLC October 1993 - December 1999
Pratt & Whitney July 1986 - October 1993
Skills
Certified Project..., Software Project..., Project Execution, Project Delivery, Microsoft Office, Microsoft Project, Visio, Program Management, Portfolio Management, Resource Management, Project Finance, Process Improvement, Process Modeling, Software Development, Database Design, Database Development, MS Project, ITIL, PMO, Project Management, Databases, PMP, Management, Software Documentation, Vendor Management, Risk Management, Business Analysis, Change Management, Business Intelligence, Business Process..., IT Management, Cross-functional Team..., Quality Assurance, Integration, SDLC, Service Delivery, Requirements Analysis
Education
Rensselaer Polytechnic Institute at Hartford
MBA, International Business
University of Connecticut 1982 — 1986
BS, Management Information Systems
Ryan Torello's Wells Fargo Experience October 2015 - Present
Job Lead Developer at Wells Fargo
Industry Computer Software
Experience
Wells Fargo October 2015 - Present
Wells Fargo October 2014 - September 2015
ESPN July 2008 - September 2014
Amkai June 2007 - July 2008
Rensselaer Polytechnic Institute October 2004 - June 2007
Skills
Software Development, SQL, XML, HTML, Project Management, Java, Agile Methodologies, C#, Troubleshooting, Software Documentation, Microsoft SQL Server, Process Improvement, Product Management, Team Leadership, Databases, Requirements Analysis, MySQL, Visio, Visual Basic, Windows, Business Analysis, Visual Studio, Web Services, VB.NET, Web Development, Oracle, ASP.NET, User Interface Design, .NET, Programming, JavaScript, React, Bootstrap
Education
Rensselaer Polytechnic Institute 2003 — 2007
BS, Computer Science, Electronic Media Arts/Communication
Wells Fargo October 2015 - Present
Wells Fargo October 2014 - September 2015
ESPN July 2008 - September 2014
Amkai June 2007 - July 2008
Rensselaer Polytechnic Institute October 2004 - June 2007
Skills
Software Development, SQL, XML, HTML, Project Management, Java, Agile Methodologies, C#, Troubleshooting, Software Documentation, Microsoft SQL Server, Process Improvement, Product Management, Team Leadership, Databases, Requirements Analysis, MySQL, Visio, Visual Basic, Windows, Business Analysis, Visual Studio, Web Services, VB.NET, Web Development, Oracle, ASP.NET, User Interface Design, .NET, Programming, JavaScript, React, Bootstrap
Education
Rensselaer Polytechnic Institute 2003 — 2007
BS, Computer Science, Electronic Media Arts/Communication
Anthony Wynn's Wells Fargo Experience February 2010 - October 2010
Job Experienced Financial Analyst
Industry Financial Services
Experience
Bank of America November 2010 - July 2012
Wells Fargo February 2010 - October 2010
Bank of America October 2005 - February 2009
PFPC August 2003 - September 2005
PFPC August 2001 - August 2003
PFPC November 1989 - August 2001
Skills
Derivatives, Investment Banking
Education
Rhode Island College
Bachelor of Arts, Economics
Bank of America November 2010 - July 2012
Wells Fargo February 2010 - October 2010
Bank of America October 2005 - February 2009
PFPC August 2003 - September 2005
PFPC August 2001 - August 2003
PFPC November 1989 - August 2001
Skills
Derivatives, Investment Banking
Education
Rhode Island College
Bachelor of Arts, Economics
Laura DuClos's Wells Fargo Experience January 1986 - March 1999
Job Human Resources Coordinator
Industry Higher Education
Experience
Front Range Community College August 2008 - Present
Front Range Community College September 2005 - August 2008
Wells Fargo January 1986 - March 1999
Skills
Social Media, Strategic Planning, Resume Writing, Onboarding, Student Engagement, Team Building, Software Documentation, Employee Relations, Coaching, Microsoft Office, Human Resources, Higher Education, Research, Student Affairs, Employee Training, Customer Service, Event Planning, Public Speaking, Microsoft Word, Organizational..., PowerPoint, Policy, Organizational..., Performance Management, Conflict Resolution, Leadership Development, Career Counseling, Training, Staff Development, Leadership, Recruiting, Interviews, Community Outreach, Employee Benefits, Adult Education, Workshop Facilitation, Outlook, Program Development
Education
Regis University
BS, Business Administration
Front Range Community College August 2008 - Present
Front Range Community College September 2005 - August 2008
Wells Fargo January 1986 - March 1999
Skills
Social Media, Strategic Planning, Resume Writing, Onboarding, Student Engagement, Team Building, Software Documentation, Employee Relations, Coaching, Microsoft Office, Human Resources, Higher Education, Research, Student Affairs, Employee Training, Customer Service, Event Planning, Public Speaking, Microsoft Word, Organizational..., PowerPoint, Policy, Organizational..., Performance Management, Conflict Resolution, Leadership Development, Career Counseling, Training, Staff Development, Leadership, Recruiting, Interviews, Community Outreach, Employee Benefits, Adult Education, Workshop Facilitation, Outlook, Program Development
Education
Regis University
BS, Business Administration
Michael J. Wulfert's Wells Fargo Experience December 2002 - January 2008
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors January 2008 - Present
Wells Fargo December 2002 - January 2008
CalFed Investments January 1999 - December 2002
Bank of America December 1997 - January 1999
Select Advisors, Inc. RIA/Pensys Inc. October 1995 - December 1997
Skills
Insurance, Investments, Wealth Management, Life Insurance, Financial Services
Education
Regis University
Bachelor of Science, Business Administration Finance - Magna Cum Laude
Lincoln Financial Distributors January 2008 - Present
Wells Fargo December 2002 - January 2008
CalFed Investments January 1999 - December 2002
Bank of America December 1997 - January 1999
Select Advisors, Inc. RIA/Pensys Inc. October 1995 - December 1997
Skills
Insurance, Investments, Wealth Management, Life Insurance, Financial Services
Education
Regis University
Bachelor of Science, Business Administration Finance - Magna Cum Laude
Madison Simm's Wells Fargo Experience May 1999 - June 2002
Job Chief Financial Officer, Pacific Union Financial
Industry Financial Services
Experience
Pacific Union Financial July 2012 - Present
W.J. Bradley Mortgage Capital, LLC June 2008 - June 2012
Lehman Brothers Holdings, Inc. June 2002 - July 2008
Lehman Brothers 2002 - 2008
Wells Fargo May 1999 - June 2002
UCSD Medical Center 1993 - 1994
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Loan Origination, Financial Analysis, Capital Markets, Financial Modeling, Risk Management, Banking, Due Diligence, Finance, Investor Relations, Mergers & Acquisitions, Valuation, Credit Analysis, Financial Risk, Executive Management, Portfolio Management, Strategic Financial..., Cash Management, Residential Mortgages, Financial Reporting, Relationship Management, Cash Flow, Treasury Management, Managerial Finance, Process Improvement, Mortgage Servicing, Accounting, Business Analysis, Loan Servicing, Strategic Planning, Funding, Analysis, Financial Accounting, Strategy, Real Estate Economics, Real Estate Financing, Treasury, Forecasting, Business Planning, Business Process..., Analytics, P, Management, Vendor Management, Budgets, Corporate Finance, FHA
Education
Regis University 2000 — 2002
MBA, Finance & Accounting
Stanford University Graduate School of Business 2000 — 2000
Graduate Courses - Wells Fargo Affiliation, Economics
The Johns Hopkins University 1997 — 1997
Graduate Courses, Accounting
University of California, San Diego 1992 — 1996
BS, Mathematics & Biochemistry
Pacific Union Financial July 2012 - Present
W.J. Bradley Mortgage Capital, LLC June 2008 - June 2012
Lehman Brothers Holdings, Inc. June 2002 - July 2008
Lehman Brothers 2002 - 2008
Wells Fargo May 1999 - June 2002
UCSD Medical Center 1993 - 1994
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Loan Origination, Financial Analysis, Capital Markets, Financial Modeling, Risk Management, Banking, Due Diligence, Finance, Investor Relations, Mergers & Acquisitions, Valuation, Credit Analysis, Financial Risk, Executive Management, Portfolio Management, Strategic Financial..., Cash Management, Residential Mortgages, Financial Reporting, Relationship Management, Cash Flow, Treasury Management, Managerial Finance, Process Improvement, Mortgage Servicing, Accounting, Business Analysis, Loan Servicing, Strategic Planning, Funding, Analysis, Financial Accounting, Strategy, Real Estate Economics, Real Estate Financing, Treasury, Forecasting, Business Planning, Business Process..., Analytics, P, Management, Vendor Management, Budgets, Corporate Finance, FHA
Education
Regis University 2000 — 2002
MBA, Finance & Accounting
Stanford University Graduate School of Business 2000 — 2000
Graduate Courses - Wells Fargo Affiliation, Economics
The Johns Hopkins University 1997 — 1997
Graduate Courses, Accounting
University of California, San Diego 1992 — 1996
BS, Mathematics & Biochemistry
Kathleen Teller's Wells Fargo Experience June 2014 - Present
Job Business Analyst at Wells Fargo
Industry Online Media
Experience
Wells Fargo June 2014 - Present
ADVANTIS Global Services December 2011 - Present
Wells Fargo Bank January 2011 - June 2012
Elgato Systems LLC January 2007 - July 2010
The San Francisco Daily May 2006 - September 2006
Metroland October 2004 - March 2006
Rensselaer Polytechnic Institute 2003 - 2004
Skills
Advertising, Social Media, Photoshop, OS X, Editing, InDesign, Mac, Publishing, Graphic Design, Web Content, Customer Service, Content Management, Web Design, Awesomeness
Education
Rensselaer Polytechnic Institute
B.S, Electronic Media, Arts, and Communication; Graphic Design
Virginia Intermont College 1999 — 2000
Equine Studies
Monsignor Donovan High School
Wells Fargo June 2014 - Present
ADVANTIS Global Services December 2011 - Present
Wells Fargo Bank January 2011 - June 2012
Elgato Systems LLC January 2007 - July 2010
The San Francisco Daily May 2006 - September 2006
Metroland October 2004 - March 2006
Rensselaer Polytechnic Institute 2003 - 2004
Skills
Advertising, Social Media, Photoshop, OS X, Editing, InDesign, Mac, Publishing, Graphic Design, Web Content, Customer Service, Content Management, Web Design, Awesomeness
Education
Rensselaer Polytechnic Institute
B.S, Electronic Media, Arts, and Communication; Graphic Design
Virginia Intermont College 1999 — 2000
Equine Studies
Monsignor Donovan High School
Grace Lucero's Wells Fargo Experience September 2011 - Present
Job Community Development Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2011 - Present
INROADS/Colorado November 1992 - July 1999
INROADS 1992 - 1999
Public Service Co. of Colorado 1990 - 1993
Skills
Community Development, Community Outreach, Economic Development, Non-profits, Program Management, Management, Leadership, Nonprofits, Leadership Development, Process Improvement, Marketing, Public Speaking, Policy, Fundraising, Volunteer Management, Organizational...
Education
Regis University 1983 — 1988
Business
Wells Fargo September 2011 - Present
INROADS/Colorado November 1992 - July 1999
INROADS 1992 - 1999
Public Service Co. of Colorado 1990 - 1993
Skills
Community Development, Community Outreach, Economic Development, Non-profits, Program Management, Management, Leadership, Nonprofits, Leadership Development, Process Improvement, Marketing, Public Speaking, Policy, Fundraising, Volunteer Management, Organizational...
Education
Regis University 1983 — 1988
Business
John Giannetti's Wells Fargo Experience November 2012 - March 2013
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2013 - Present
Wells Fargo November 2012 - March 2013
Bank of America May 2010 - July 2012
Deutsche Bank December 2009 - May 2010
AllianceBernstein May 2007 - December 2009
Independent software consultant February 2005 - May 2007
SharpHat, Inc. October 2001 - January 2005
BlueFlame, Inc October 1992 - October 2001
PCSI October 1992 - October 1999
St. John's University January 1990 - October 1992
Skills
Web Services, C#, Microsoft SQL Server, Oracle, .NET, SDLC, WCF, XML, Integration, Databases, ASP.NET, WPF, SOA, Sybase, AJAX, JavaScript, Agile Methodologies, Software Design, Enterprise Software, Requirements Analysis, Java, VBA, VBScript, Python, HTML, SQL, Software Development, Multithreading, WinForms, Visual Studio, Database Design, Software Project..., Performance Tuning, Design Patterns, Web Development, Testing, Java Enterprise Edition, SSRS, Visual Basic, Trading Systems, LINQ, ASP, XSLT, CSS, Enterprise Architecture, SSIS, Test Driven Development, TDD
Education
Rensselaer Polytechnic Institute 1984 — 1988
B.S, Electrical Engineering
Locust Valley High School 1980 — 1984
J.P. Morgan March 2013 - Present
Wells Fargo November 2012 - March 2013
Bank of America May 2010 - July 2012
Deutsche Bank December 2009 - May 2010
AllianceBernstein May 2007 - December 2009
Independent software consultant February 2005 - May 2007
SharpHat, Inc. October 2001 - January 2005
BlueFlame, Inc October 1992 - October 2001
PCSI October 1992 - October 1999
St. John's University January 1990 - October 1992
Skills
Web Services, C#, Microsoft SQL Server, Oracle, .NET, SDLC, WCF, XML, Integration, Databases, ASP.NET, WPF, SOA, Sybase, AJAX, JavaScript, Agile Methodologies, Software Design, Enterprise Software, Requirements Analysis, Java, VBA, VBScript, Python, HTML, SQL, Software Development, Multithreading, WinForms, Visual Studio, Database Design, Software Project..., Performance Tuning, Design Patterns, Web Development, Testing, Java Enterprise Edition, SSRS, Visual Basic, Trading Systems, LINQ, ASP, XSLT, CSS, Enterprise Architecture, SSIS, Test Driven Development, TDD
Education
Rensselaer Polytechnic Institute 1984 — 1988
B.S, Electrical Engineering
Locust Valley High School 1980 — 1984
Dee Dee Craig, AVP, MBA's Wells Fargo Experience February 1997 - Present
Job Project Manager, Wealth Management Services
Industry Banking
Experience
Wells Fargo February 1997 - Present
Skills
Banking, Business Analysis, Credit, Financial Analysis, Management, Relationship Management, Strategy, Credit Analysis, Risk Management, Leadership, Process Improvement, Strategic Planning, Financial Services, Change Management, Business Process..., Mortgage Lending
Education
Regis University
Bachelor of Science and MBA, Business Administration/Finance and Accounting
Wells Fargo February 1997 - Present
Skills
Banking, Business Analysis, Credit, Financial Analysis, Management, Relationship Management, Strategy, Credit Analysis, Risk Management, Leadership, Process Improvement, Strategic Planning, Financial Services, Change Management, Business Process..., Mortgage Lending
Education
Regis University
Bachelor of Science and MBA, Business Administration/Finance and Accounting
Kristen Crewell-Peterson's Wells Fargo Experience September 2006 - Present
Job Wells Fargo Government and Community Relations Group
Industry Banking
Experience
Wells Fargo September 2006 - Present
Skills
Microsoft Excel, Event Planning, Marketing, Banking, Marketing Strategy, Customer Service, Commercial Banking
Education
Regis University
Marketing
Wells Fargo September 2006 - Present
Skills
Microsoft Excel, Event Planning, Marketing, Banking, Marketing Strategy, Customer Service, Commercial Banking
Education
Regis University
Marketing
Shannon VanDuren's Wells Fargo Experience February 1998 - Present
Job Tastefully Simple Consultant
Industry Food & Beverages
Experience
Tastefully Simple June 2009 - Present
Wells Fargo February 1998 - Present
Education
Regis University 2002 — 2003
Business
Tastefully Simple June 2009 - Present
Wells Fargo February 1998 - Present
Education
Regis University 2002 — 2003
Business
Victor Alonzo's Wells Fargo Experience June 1990 - June 2002
Job Market President at First Western Trust
Industry Banking
Experience
FWTB Market PresidentFirst Western TrustJanuary 2008 - Present
J.P. Morgan January 2002 - December 2006
Wells Fargo June 1990 - June 2002
Skills
Credit, Banking, Portfolio Management, Finance, Commercial Banking, Credit Analysis, Loans, Commercial Lending, Private Banking, Wealth Management
Education
Regis University 1991 — 1996
BSBA, Finance
FWTB Market PresidentFirst Western TrustJanuary 2008 - Present
J.P. Morgan January 2002 - December 2006
Wells Fargo June 1990 - June 2002
Skills
Credit, Banking, Portfolio Management, Finance, Commercial Banking, Credit Analysis, Loans, Commercial Lending, Private Banking, Wealth Management
Education
Regis University 1991 — 1996
BSBA, Finance
Sandra Snow, CAMS's Wells Fargo Experience May 2001 - July 2002
Job VP and Director of BSA/AML/OFAC Compliance at Los Alamos National Bank
Industry Banking
Experience
Los Alamos National Bank June 2015 - Present
Los Alamos National Bank May 2014 - Present
Los Alamos National Bank October 2013 - May 2014
First National Bank of Santa Fe March 2008 - October 2013
International Bank of Raton July 2002 - March 2008
Wells Fargo May 2001 - July 2002
Stolar Horizon, Inc. April 2000 - January 2001
John Davidson Law Offices August 1999 - April 2000
Moreau and Snow, Inc. March 1998 - December 1999
Sunwest Bank of Raton, NA May 1981 - August 1997
Skills
Cash Management, Financial Services, Payment Card Processing, Relationship Management, Small Business, Risk Management, Debit Cards, E-commerce, Financial Analysis, Start-ups, Commercial Banking, Consumer Lending, Credit Risk, Management, Financial Risk, Portfolio Management, Retail Banking, Loans, Banking, Credit Analysis
Education
Regis University 2001 — 2007
BS, Business Administration and Finance
Southern Methodist University - Cox School of Business 1991 — 1992
Southwestern Graduate School of Banking
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1988
New Mexico School of Banking
Los Alamos National Bank June 2015 - Present
Los Alamos National Bank May 2014 - Present
Los Alamos National Bank October 2013 - May 2014
First National Bank of Santa Fe March 2008 - October 2013
International Bank of Raton July 2002 - March 2008
Wells Fargo May 2001 - July 2002
Stolar Horizon, Inc. April 2000 - January 2001
John Davidson Law Offices August 1999 - April 2000
Moreau and Snow, Inc. March 1998 - December 1999
Sunwest Bank of Raton, NA May 1981 - August 1997
Skills
Cash Management, Financial Services, Payment Card Processing, Relationship Management, Small Business, Risk Management, Debit Cards, E-commerce, Financial Analysis, Start-ups, Commercial Banking, Consumer Lending, Credit Risk, Management, Financial Risk, Portfolio Management, Retail Banking, Loans, Banking, Credit Analysis
Education
Regis University 2001 — 2007
BS, Business Administration and Finance
Southern Methodist University - Cox School of Business 1991 — 1992
Southwestern Graduate School of Banking
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1988
New Mexico School of Banking
david hsia's Wells Fargo Experience June 2013 - Present
Job Wholesale Customer Information & Analysis
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
PayPal June 2011 - March 2013
Barclaycard May 2007 - May 2011
Citi 2000 - 2007
California Institute of Technology 1999 - 2000
University of Southern California 1992 - 1997
United Technologies 1987 - 1992
Skills
Predictive Modeling, Analytics, Credit Risk, Portfolio Management, Credit Cards, Banking, Data Mining, Financial Modeling, Financial Risk, Financial Services, Payments, Predictive Analytics, Quantitative Analytics, Relationship Management, Risk Analytics, Risk Management, SAS, SAS programming, Segmentation, Statistical Modeling, Strategy
Education
University of Southern California 1992 — 2000
MA, PhD, Economics
Rensselaer Polytechnic Institute at Hartford 1987 — 1990
MS, Engineering
Cooper Union 1984 — 1987
BE, Mechanical Engineering
Wells Fargo June 2013 - Present
PayPal June 2011 - March 2013
Barclaycard May 2007 - May 2011
Citi 2000 - 2007
California Institute of Technology 1999 - 2000
University of Southern California 1992 - 1997
United Technologies 1987 - 1992
Skills
Predictive Modeling, Analytics, Credit Risk, Portfolio Management, Credit Cards, Banking, Data Mining, Financial Modeling, Financial Risk, Financial Services, Payments, Predictive Analytics, Quantitative Analytics, Relationship Management, Risk Analytics, Risk Management, SAS, SAS programming, Segmentation, Statistical Modeling, Strategy
Education
University of Southern California 1992 — 2000
MA, PhD, Economics
Rensselaer Polytechnic Institute at Hartford 1987 — 1990
MS, Engineering
Cooper Union 1984 — 1987
BE, Mechanical Engineering
Jeff Ferraris's Wells Fargo Experience July 2012 - July 2015
Job Regional Program Manager
Industry Financial Services
Experience
CUSO Financial Services, LP July 2015 - Present
Wells Fargo July 2012 - July 2015
Wells Fargo November 2011 - July 2012
Wells Fargo January 2011 - November 2011
Wells Fargo April 2008 - January 2011
Wells Fargo October 2004 - April 2008
Wells Fargo January 1996 - October 2004
Wells Fargo Advisors March 1999 - June 2002
Wells Fargo September 1993 - December 1995
Skills
Wealth Management, Credit, Loans, Banking, Coaching, Affluent Customer..., Team Leadership, Diversity & Inclusion, Investment Strategies, Series 7, Consumer Lending, Small Business Lending, Private Banking, Relationship Management, Cross Selling, Insurance, Deposits, Retirement, Commercial Banking, Finance, Financial Services, Mortgage Lending, Management, Leadership, Commercial Lending, Retail Banking, Sales, Investments, Financial Analysis, Credit Analysis, Portfolio Management, Risk Management, Loan Origination, Lines Of Credit, Team Building, Financial Planning, Retirement Planning
Education
Pacific Coast Banking School 2003 — 2005
Banking
University of Phoenix 1995 — 1997
MBA, Business Administration
Rensselaer Polytechnic Institute 1990 — 1993
Graduate Studies
University of Rhode Island 1984 — 1988
BS, Resource and Development
CUSO Financial Services, LP July 2015 - Present
Wells Fargo July 2012 - July 2015
Wells Fargo November 2011 - July 2012
Wells Fargo January 2011 - November 2011
Wells Fargo April 2008 - January 2011
Wells Fargo October 2004 - April 2008
Wells Fargo January 1996 - October 2004
Wells Fargo Advisors March 1999 - June 2002
Wells Fargo September 1993 - December 1995
Skills
Wealth Management, Credit, Loans, Banking, Coaching, Affluent Customer..., Team Leadership, Diversity & Inclusion, Investment Strategies, Series 7, Consumer Lending, Small Business Lending, Private Banking, Relationship Management, Cross Selling, Insurance, Deposits, Retirement, Commercial Banking, Finance, Financial Services, Mortgage Lending, Management, Leadership, Commercial Lending, Retail Banking, Sales, Investments, Financial Analysis, Credit Analysis, Portfolio Management, Risk Management, Loan Origination, Lines Of Credit, Team Building, Financial Planning, Retirement Planning
Education
Pacific Coast Banking School 2003 — 2005
Banking
University of Phoenix 1995 — 1997
MBA, Business Administration
Rensselaer Polytechnic Institute 1990 — 1993
Graduate Studies
University of Rhode Island 1984 — 1988
BS, Resource and Development
Andrew Hise's Wells Fargo Experience March 2010 - April 2011
Job Admissions Counselor at Reinhardt University
Industry Higher Education
Experience
Reinhardt University April 2011 - Present
Reinhardt University April 2011 - Present
Wells Fargo March 2010 - April 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Time Management, Event Planning, Access, Outlook, Data Entry, Facebook, Higher Education, Leadership, Recruiting, Management, Public Speaking, Training, Fundraising, Social Networking, Community Outreach, Nonprofits, Sales
Education
Reinhardt University 2004 — 2009
Bachelors, Business Administration
Reinhardt University April 2011 - Present
Reinhardt University April 2011 - Present
Wells Fargo March 2010 - April 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Time Management, Event Planning, Access, Outlook, Data Entry, Facebook, Higher Education, Leadership, Recruiting, Management, Public Speaking, Training, Fundraising, Social Networking, Community Outreach, Nonprofits, Sales
Education
Reinhardt University 2004 — 2009
Bachelors, Business Administration
Elizabeth (Libby) Klopfenstein's Wells Fargo Experience June 2013 - Present
Job Vice President, Credit Analyst, Wells FargoBusiness Banking
Industry Banking
Experience
Wells Fargo June 2013 - Present
Susquehanna Bank November 2010 - June 2013
Hellman Chevrolet December 2008 - September 2010
Hellman Chevrolet Buick June 2006 - November 2008
General Motors Acceptance Corporation (GMAC) May 2005 - May 2006
General Motors Acceptance Corporation - GMAC June 2004 - May 2005
General Motors Acceptance Corporation (GMAC) November 2001 - June 2004
Skills
Credit, Financial Analysis, Loans, Credit Risk, Portfolio Management, Financial Risk, Cash Flow, Auditing, Due Diligence, Forecasting, Commercial Lending, Finance, Credit Analysis, Underwriting
Education
Regis University 2000 — 2002
MBA, Finance & Accounting
Clarion University 1991 — 1995
Bachelor of Science, Psychology
Wells Fargo June 2013 - Present
Susquehanna Bank November 2010 - June 2013
Hellman Chevrolet December 2008 - September 2010
Hellman Chevrolet Buick June 2006 - November 2008
General Motors Acceptance Corporation (GMAC) May 2005 - May 2006
General Motors Acceptance Corporation - GMAC June 2004 - May 2005
General Motors Acceptance Corporation (GMAC) November 2001 - June 2004
Skills
Credit, Financial Analysis, Loans, Credit Risk, Portfolio Management, Financial Risk, Cash Flow, Auditing, Due Diligence, Forecasting, Commercial Lending, Finance, Credit Analysis, Underwriting
Education
Regis University 2000 — 2002
MBA, Finance & Accounting
Clarion University 1991 — 1995
Bachelor of Science, Psychology
Wei Xu's Wells Fargo Experience November 2014 - Present
Job VP, Quantitative Analysis
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Capital One August 2011 - November 2014
MacroGenics February 2010 - August 2011
Vistakon May 2008 - August 2008
Merial, a Sanofi Company September 2007 - December 2007
China Securities Regulatory Commission March 2002 - May 2002
New China Life June 2001 - July 2001
Skills
Statistics, Regression Models, Valuation, Data Mining, Survival Analysis, Time Series Analysis, Risk Management, Simulations, Logistic Regression, Quantitative Analytics, SAS, Predictive Modeling, Predictive Analytics, SAS programming, VBA, Statistical Modeling, R
Education
The University of Georgia 2005 — 2010
PhD, Statistics
Renmin University of China 2002 — 2005
MS, Statistics
Renmin University of China 1998 — 2002
Bachelor of Science (BS), Actuarial Science/Statistics, 4.68/5.0 (1 out of 50)
Wells Fargo November 2014 - Present
Capital One August 2011 - November 2014
MacroGenics February 2010 - August 2011
Vistakon May 2008 - August 2008
Merial, a Sanofi Company September 2007 - December 2007
China Securities Regulatory Commission March 2002 - May 2002
New China Life June 2001 - July 2001
Skills
Statistics, Regression Models, Valuation, Data Mining, Survival Analysis, Time Series Analysis, Risk Management, Simulations, Logistic Regression, Quantitative Analytics, SAS, Predictive Modeling, Predictive Analytics, SAS programming, VBA, Statistical Modeling, R
Education
The University of Georgia 2005 — 2010
PhD, Statistics
Renmin University of China 2002 — 2005
MS, Statistics
Renmin University of China 1998 — 2002
Bachelor of Science (BS), Actuarial Science/Statistics, 4.68/5.0 (1 out of 50)
Suzy DeArmond's Wells Fargo Experience March 1999 - March 2000
Job Teacher at Discovery School
Industry Medical Practice
Experience
Discovery School August 2009 - Present
Curves April 2005 - August 2007
Security Finance February 2004 - October 2004
Texas Bank January 2001 - March 2003
Wells Fargo March 1999 - March 2000
Education
Remington College-Fort Worth Campus 2013 — 2014
Certificate, Medical/Clinical Assistant, EKG, Xray tech
Santo High School 1994 — 1998
High School Diploma, General Studies, 12
Discovery School August 2009 - Present
Curves April 2005 - August 2007
Security Finance February 2004 - October 2004
Texas Bank January 2001 - March 2003
Wells Fargo March 1999 - March 2000
Education
Remington College-Fort Worth Campus 2013 — 2014
Certificate, Medical/Clinical Assistant, EKG, Xray tech
Santo High School 1994 — 1998
High School Diploma, General Studies, 12
Jean-Marcel Konan's Wells Fargo Experience April 2008 - January 2011
Job Revenue Analyst at Schlumberger
Industry Financial Services
Experience
Schlumberger July 2012 - Present
TIAA-CREF December 2010 - Present
TIAA-CREF December 2010 - June 2011
Wells Fargo April 2008 - January 2011
Skills
Accounting, Microsoft Excel, Analysis, Microsoft Office, Process Improvement, Account Reconciliation, Access, Financial Reporting, Financial Analysis, Financial Planning, Business Analysis, Corporate Finance, Finance, Microsoft Word, Leadership, PeopleSoft, SDLC, Payments, Financial Services, Accounts Payable
Education
Regis University 2004 — 2006
Bachelor, Computer Information Systems
Regis University
Schlumberger July 2012 - Present
TIAA-CREF December 2010 - Present
TIAA-CREF December 2010 - June 2011
Wells Fargo April 2008 - January 2011
Skills
Accounting, Microsoft Excel, Analysis, Microsoft Office, Process Improvement, Account Reconciliation, Access, Financial Reporting, Financial Analysis, Financial Planning, Business Analysis, Corporate Finance, Finance, Microsoft Word, Leadership, PeopleSoft, SDLC, Payments, Financial Services, Accounts Payable
Education
Regis University 2004 — 2006
Bachelor, Computer Information Systems
Regis University
Erik Thunell's Wells Fargo Experience November 2010 - November 2012
Job Account Manager at Stanley Black & Decker, Inc.
Industry Construction
Experience
Stanley Black & Decker, Inc. December 2012 - Present
Wells Fargo November 2010 - November 2012
Philips Electronics - Sonicare March 2008 - March 2009
Enterprise Rent-A-Car : Wayne, NJ June 2004 - February 2008
Education
Rensselaer Polytechnic Institute 2000 — 2004
B.S. Management, Business Management ; Minor- Marketing
Stanley Black & Decker, Inc. December 2012 - Present
Wells Fargo November 2010 - November 2012
Philips Electronics - Sonicare March 2008 - March 2009
Enterprise Rent-A-Car : Wayne, NJ June 2004 - February 2008
Education
Rensselaer Polytechnic Institute 2000 — 2004
B.S. Management, Business Management ; Minor- Marketing
Alfredo Villarreal's Wells Fargo Experience April 2011 - March 2012
Job Client Delivery Analyst at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt November 2014 - Present
Aon Hewitt July 2013 - October 2014
Revenade June 2012 - March 2013
Rice University January 2011 - May 2012
Wells Fargo April 2011 - March 2012
HEB March 2007 - January 2011
Rice University January 2010 - May 2010
HEB March 2007 - June 2007
Skills
Bilingual-Spanish, conversational French, Spanish, Time Management, Customer Service, PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Event Planning, Research, Microsoft Word, Siebel, IBM Content Manager, Lotus Notes, Quantitative Analytics, Exceptional People..., Brazilian Portuguese, Internal Audit, Data Privacy, Data Analysis
Education
Rice University 2009 — 2013
BA, Psychology/Hispanic Studies
Mission High School
Aon Hewitt November 2014 - Present
Aon Hewitt July 2013 - October 2014
Revenade June 2012 - March 2013
Rice University January 2011 - May 2012
Wells Fargo April 2011 - March 2012
HEB March 2007 - January 2011
Rice University January 2010 - May 2010
HEB March 2007 - June 2007
Skills
Bilingual-Spanish, conversational French, Spanish, Time Management, Customer Service, PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Event Planning, Research, Microsoft Word, Siebel, IBM Content Manager, Lotus Notes, Quantitative Analytics, Exceptional People..., Brazilian Portuguese, Internal Audit, Data Privacy, Data Analysis
Education
Rice University 2009 — 2013
BA, Psychology/Hispanic Studies
Mission High School
Nathan Strohmeyer's Wells Fargo Experience January 2015 - Present
Job SBA Business Development Officer at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo January 2015 - Present
Wells Fargo Bank October 2010 - January 2015
FirstBank of Colorado May 2001 - February 2010
Colorado Athletic Club December 2000 - May 2001
Skills
Loans, Financial Analysis, Business Development, Account Management, Banking, Underwriting, Credit, Customer Service, Risk Management, Commercial Lending, Real Estate, Budgets, Management, Credit Analysis, Small Business Lending, Finance, Loan Origination
Education
Regis University 2000 — 2003
Bachelor of Science, Business Adminstration
Truman State University 1999 — 2000
Bachelor of Science, Business Adminstration
Bellevue West High School 1996 — 1999
Wells Fargo January 2015 - Present
Wells Fargo Bank October 2010 - January 2015
FirstBank of Colorado May 2001 - February 2010
Colorado Athletic Club December 2000 - May 2001
Skills
Loans, Financial Analysis, Business Development, Account Management, Banking, Underwriting, Credit, Customer Service, Risk Management, Commercial Lending, Real Estate, Budgets, Management, Credit Analysis, Small Business Lending, Finance, Loan Origination
Education
Regis University 2000 — 2003
Bachelor of Science, Business Adminstration
Truman State University 1999 — 2000
Bachelor of Science, Business Adminstration
Bellevue West High School 1996 — 1999
Carl Rustin's Wells Fargo Experience 2005 - 2010
Job Director of Business Development at Sage Capital Advisors, LLC
Industry Investment Management
Experience
Sage Capital Advisors, LLC September 2010 - Present
Wells Fargo 2005 - 2010
Education
Regis University
B.A., Communications/Socialogy
Sage Capital Advisors, LLC September 2010 - Present
Wells Fargo 2005 - 2010
Education
Regis University
B.A., Communications/Socialogy
Pam Seaholm's Wells Fargo Experience August 1984 - August 2001
Job Client Services Manager at BenefitWallet, A Xerox Solution
Industry Education Management
Experience
BenefitWallet, A Xerox Solution May 2015 - Present
Jeffco Schools August 2004 - May 2015
Graduate School of Banking at Colorado February 2002 - June 2004
Wells Fargo August 1984 - August 2001
Education
Regis University 2004 — 2005
Master’s Degree, Special Education and Teaching, 4.0
Regis University 1986 — 1999
Master’s Degree, Accounting and Finance, 3.8
University of Denver 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5
BenefitWallet, A Xerox Solution May 2015 - Present
Jeffco Schools August 2004 - May 2015
Graduate School of Banking at Colorado February 2002 - June 2004
Wells Fargo August 1984 - August 2001
Education
Regis University 2004 — 2005
Master’s Degree, Special Education and Teaching, 4.0
Regis University 1986 — 1999
Master’s Degree, Accounting and Finance, 3.8
University of Denver 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5
Lois Bouchard's Wells Fargo Experience May 2004 - September 2008
Job Independent Computer Software Professional
Industry Computer Software
Experience
Home September 2008 - Present
Wells Fargo May 2004 - September 2008
Cigna Retirement May 1999 - March 2004
Hamilton Sundstrand 1985 - 1999
Skills
Java, Oracle SQL, JavaScript, Agile Methodologies, Web Services
Education
Rensselaer Polytechnic Institute at Hartford 1984 — 1988
Master of Science Degree, Software Engineering
The University of Connecticut 1977 — 1979
Bachelor of Arts, German
Home September 2008 - Present
Wells Fargo May 2004 - September 2008
Cigna Retirement May 1999 - March 2004
Hamilton Sundstrand 1985 - 1999
Skills
Java, Oracle SQL, JavaScript, Agile Methodologies, Web Services
Education
Rensselaer Polytechnic Institute at Hartford 1984 — 1988
Master of Science Degree, Software Engineering
The University of Connecticut 1977 — 1979
Bachelor of Arts, German
Jennifer Buckmelter's Wells Fargo Experience September 2013 - Present
Job Financial Consultant at Wells Fargo
Industry Mechanical or Industrial Engineering
Experience
Wells Fargo September 2013 - Present
Sundyne Corporation August 2005 - August 2013
Graphic Packaging International June 2004 - July 2005
Philips November 2001 - April 2005
Skills
JDE One World, Hyperion HFM, Microsoft Office, Strategy 8.0, Electronic Capital..., Account Reconcilation..., Longview, Accounting, Microsoft Excel, Forecasting, Sarbanes-Oxley Act, Finance, Auditing, Process Improvement, Budgets, SAP, Account Reconciliation, Internal Audit, Financial Analysis, Analysis, Continuous Improvement, Manufacturing, Six Sigma, Financial Modeling, Management
Education
Regis University 2008 — 2010
Masters of Accounting, Accounting
The University of New Mexico 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
Wells Fargo September 2013 - Present
Sundyne Corporation August 2005 - August 2013
Graphic Packaging International June 2004 - July 2005
Philips November 2001 - April 2005
Skills
JDE One World, Hyperion HFM, Microsoft Office, Strategy 8.0, Electronic Capital..., Account Reconcilation..., Longview, Accounting, Microsoft Excel, Forecasting, Sarbanes-Oxley Act, Finance, Auditing, Process Improvement, Budgets, SAP, Account Reconciliation, Internal Audit, Financial Analysis, Analysis, Continuous Improvement, Manufacturing, Six Sigma, Financial Modeling, Management
Education
Regis University 2008 — 2010
Masters of Accounting, Accounting
The University of New Mexico 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
Cassie Cullinan's Wells Fargo Experience October 2005 - Present
Job Customer Service Representative II at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage January 2012 - Present
Wells Fargo October 2005 - Present
Education
Renton Technical College
Wells Fargo Home Mortgage January 2012 - Present
Wells Fargo October 2005 - Present
Education
Renton Technical College
Henry Banh's Wells Fargo Experience April 2008 - October 2011
Job Client Service Representative at KeyBank
Industry Banking
Experience
KeyBank October 2011 - Present
Wells Fargo April 2008 - October 2011
Blockbuster April 2006 - June 2011
Skills
Data Entry, Customer Service, Microsoft Office, PC building, Cash Management, Windows 7, Access, Banking, Call Centers, Software Documentation, Customer Satisfaction, Outlook, Lotus Notes, Computer Hardware, Technical Support
Education
Renton Technical College 2003 — 2005
Associate of Applied Science, Computer Science
Basalt High School 1999 — 2003
Diploma
KeyBank October 2011 - Present
Wells Fargo April 2008 - October 2011
Blockbuster April 2006 - June 2011
Skills
Data Entry, Customer Service, Microsoft Office, PC building, Cash Management, Windows 7, Access, Banking, Call Centers, Software Documentation, Customer Satisfaction, Outlook, Lotus Notes, Computer Hardware, Technical Support
Education
Renton Technical College 2003 — 2005
Associate of Applied Science, Computer Science
Basalt High School 1999 — 2003
Diploma
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank