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
Benjamin Dziengel Benjamin Dziengel's Wells Fargo Experience November 2006 - March 2011
Job RFP Specialist at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 2011 - Present
Wells Fargo November 2006 - March 2011
Wells Fargo June 2006 - September 2006
St. John's University 2004 - 2006
Skills
Finance, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, Sales, Marketing, Public Speaking, Financial Reporting, Financial Modeling, Process Improvement, Analysis
Education
Saint John's University 2002 — 2006
Bachelor of Arts in Communications, Business/Corporate Communications
St. John's University 2002 — 2006
Bachelor's degree, Communications, English - Writing (minor)
Wells Fargo Bank March 2011 - Present
Wells Fargo November 2006 - March 2011
Wells Fargo June 2006 - September 2006
St. John's University 2004 - 2006
Skills
Finance, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, Sales, Marketing, Public Speaking, Financial Reporting, Financial Modeling, Process Improvement, Analysis
Education
Saint John's University 2002 — 2006
Bachelor of Arts in Communications, Business/Corporate Communications
St. John's University 2002 — 2006
Bachelor's degree, Communications, English - Writing (minor)
Scott Honey's Wells Fargo Experience August 2014 - Present
Job Regional Support Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo August 2014 - Present
Wells Fargo November 2001 - August 2014
Skills
MS Office Suite, Large group facilitation, Technical Writing, Proprietary Systems, Time Management, Creative Writing, Microsoft Office, Mortgage Lending, Workshop Facilitation, Finance, Training, Onboarding, Needs Analysis, Loan Origination, Mortgage Banking, Leadership, Refinance, FHA, Banking, Residential Mortgages, Sales, Employee Engagement, Employee Training
Education
University of Southern Maine 1986 — 1992
BA, Communications
Saint Joseph's College 1983 — 1984
Communications
Boothbay Region High 1979 — 1983
Wells Fargo August 2014 - Present
Wells Fargo November 2001 - August 2014
Skills
MS Office Suite, Large group facilitation, Technical Writing, Proprietary Systems, Time Management, Creative Writing, Microsoft Office, Mortgage Lending, Workshop Facilitation, Finance, Training, Onboarding, Needs Analysis, Loan Origination, Mortgage Banking, Leadership, Refinance, FHA, Banking, Residential Mortgages, Sales, Employee Engagement, Employee Training
Education
University of Southern Maine 1986 — 1992
BA, Communications
Saint Joseph's College 1983 — 1984
Communications
Boothbay Region High 1979 — 1983
Bryan Hyland Bryan Hyland's Wells Fargo Experience 1998 - 2000
Job Corporate Account Executive at YRC Freight
Industry Logistics and Supply Chain
Experience
Red Arrow Logistics January 2010 - February 2012
CH Robinson October 2000 - September 2009
Wells Fargo 1998 - 2000
Skills
Truckload, LTL, Business Development, International Trade, Freight, Salesforce.com, Supply Chain Management, 3PL, Transportation..., Logistics Management, Account Management, Contract Negotiation, P&L Management, Customs Brokerage, Pricing, Freight Forwarding, Leadership, Supply Chain Consulting, Customs Regulations, Shipping, Reverse Logistics, Ocean Freight, Warehouse Management, Sales Operations, Negotiation, Ocean, International Logistics, Trucking, Operations Management, New Business Development, Container, Sales, CRM, Air Freight, Supply Chain...
Education
St. John's University 1993 — 1997
Bachelor of Arts
Lycee Jean Dautet - La Rochelle 1992 — 1993
ADM 1989 — 1992
Red Arrow Logistics January 2010 - February 2012
CH Robinson October 2000 - September 2009
Wells Fargo 1998 - 2000
Skills
Truckload, LTL, Business Development, International Trade, Freight, Salesforce.com, Supply Chain Management, 3PL, Transportation..., Logistics Management, Account Management, Contract Negotiation, P&L Management, Customs Brokerage, Pricing, Freight Forwarding, Leadership, Supply Chain Consulting, Customs Regulations, Shipping, Reverse Logistics, Ocean Freight, Warehouse Management, Sales Operations, Negotiation, Ocean, International Logistics, Trucking, Operations Management, New Business Development, Container, Sales, CRM, Air Freight, Supply Chain...
Education
St. John's University 1993 — 1997
Bachelor of Arts
Lycee Jean Dautet - La Rochelle 1992 — 1993
ADM 1989 — 1992
Matthew Roggenbuck Matthew Roggenbuck's Wells Fargo Experience May 2013 - March 2014
Job Student at St. John's University
Industry Accounting
Experience
Larter CPA Group October 2014 - Present
Roggenbuck Construction April 2014 - Present
Wells Fargo May 2013 - March 2014
Life 1989 - 2014
Clinical Healthcare Corporation January 2013 - April 2013
U.S. Bank July 2012 - December 2012
Skills
Finance, Banking, Payroll, Business Development, Management, Social Media, Research, Customer Service, Auditing, Analysis, Microsoft Office, Financial Analysis, Event Planning, Microsoft Excel, Public Speaking
Education
St. John's University 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Larter CPA Group October 2014 - Present
Roggenbuck Construction April 2014 - Present
Wells Fargo May 2013 - March 2014
Life 1989 - 2014
Clinical Healthcare Corporation January 2013 - April 2013
U.S. Bank July 2012 - December 2012
Skills
Finance, Banking, Payroll, Business Development, Management, Social Media, Research, Customer Service, Auditing, Analysis, Microsoft Office, Financial Analysis, Event Planning, Microsoft Excel, Public Speaking
Education
St. John's University 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Richard Preskenis's Wells Fargo Experience 1989 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
Citizens Bank September 2011 - February 2014
Bank of America December 2005 - May 2011
Wells Fargo 1989 - 2004
Wells Fargo 1989 - 2004
Skills
Financial Modeling, Derivatives, Customer Service, Microsoft Excel, Corporate Finance, Accounting, Microsoft Office, Investment Banking, Financial Risk, Credit Risk, Relationship Management, Valuation, Financial Markets, Portfolio Management
Education
University of Delaware 1984 — 1989
Master of Business Administration (M.B.A.)
Saint Joseph's University 1979 — 1983
Bachelor of Science (BS), Food Marketing
Citizens Bank September 2011 - February 2014
Bank of America December 2005 - May 2011
Wells Fargo 1989 - 2004
Wells Fargo 1989 - 2004
Skills
Financial Modeling, Derivatives, Customer Service, Microsoft Excel, Corporate Finance, Accounting, Microsoft Office, Investment Banking, Financial Risk, Credit Risk, Relationship Management, Valuation, Financial Markets, Portfolio Management
Education
University of Delaware 1984 — 1989
Master of Business Administration (M.B.A.)
Saint Joseph's University 1979 — 1983
Bachelor of Science (BS), Food Marketing
Chris Polikowsky Chris Polikowsky's Wells Fargo Experience May 2013 - Present
Job Database Analyst & Assistant Vice President at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo May 2013 - Present
Wells Fargo June 2012 - Present
Wells Fargo November 2012 - May 2013
Wells Fargo Bank September 1998 - November 2012
Skills
Unix, Databases, HP-UX, Teradata, Enterprise Architecture, Shell Scripting, Netbackup, Red Hat Linux, Disaster Recovery, NDM, Sendmail, Unix Shell Scripting, Data Warehousing, LDAP, HP, Software Documentation, Postfix, BTEQ, Veritas Volume Manager, SMTP, Unix Administration, Viewpoint, Operating Systems, Assembleur, Suse, Solaris, Suse Linux, ShadowImage, TASM, Teradata Data Mover, Teradata Unity, Teradata EcoSystem...
Education
St. John's University 1994 — 1998
Management
Wells Fargo May 2013 - Present
Wells Fargo June 2012 - Present
Wells Fargo November 2012 - May 2013
Wells Fargo Bank September 1998 - November 2012
Skills
Unix, Databases, HP-UX, Teradata, Enterprise Architecture, Shell Scripting, Netbackup, Red Hat Linux, Disaster Recovery, NDM, Sendmail, Unix Shell Scripting, Data Warehousing, LDAP, HP, Software Documentation, Postfix, BTEQ, Veritas Volume Manager, SMTP, Unix Administration, Viewpoint, Operating Systems, Assembleur, Suse, Solaris, Suse Linux, ShadowImage, TASM, Teradata Data Mover, Teradata Unity, Teradata EcoSystem...
Education
St. John's University 1994 — 1998
Management
Rob Maier Rob Maier's Wells Fargo Experience July 2014 - Present
Job Credit Risk Analytics Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Truberry Frozen Yogurt May 2012 - January 2015
Wells Fargo June 2004 - July 2014
Skills
Risk Management, Underwriting, Loans, Portfolio Management, Financial Modeling, Financial Analysis, Banking, Credit, Credit Analysis, Insurance, Investments, Relationship Management, Retail Banking, Strategic Financial...
Education
University of St. Thomas 2003 — 2005
Master of Business Administration (MBA), Finance
St. John's University 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Wells Fargo July 2014 - Present
Truberry Frozen Yogurt May 2012 - January 2015
Wells Fargo June 2004 - July 2014
Skills
Risk Management, Underwriting, Loans, Portfolio Management, Financial Modeling, Financial Analysis, Banking, Credit, Credit Analysis, Insurance, Investments, Relationship Management, Retail Banking, Strategic Financial...
Education
University of St. Thomas 2003 — 2005
Master of Business Administration (MBA), Finance
St. John's University 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Scott Fier Scott Fier's Wells Fargo Experience June 2013 - Present
Job Accountant 6, Regulatory Reporting at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
SUPERVALU December 2011 - May 2013
SUPERVALU June 2005 - December 2011
McGladrey September 2001 - June 2005
Skills
Internal Audit, Auditing, External Audit, Risk Assessment, Sarbanes-Oxley, SOX 404, Process Improvement, Accounting, Internal Controls, Financial Statements, Management, Sarbanes-Oxley Act, Financial Analysis, Leadership
Education
St. John's University 1997 — 2001
Bachelor of Arts (B.A.), Accounting
Wells Fargo June 2013 - Present
SUPERVALU December 2011 - May 2013
SUPERVALU June 2005 - December 2011
McGladrey September 2001 - June 2005
Skills
Internal Audit, Auditing, External Audit, Risk Assessment, Sarbanes-Oxley, SOX 404, Process Improvement, Accounting, Internal Controls, Financial Statements, Management, Sarbanes-Oxley Act, Financial Analysis, Leadership
Education
St. John's University 1997 — 2001
Bachelor of Arts (B.A.), Accounting
Steve Szczeck Steve Szczeck's Wells Fargo Experience May 2013 - Present
Job Audit Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2013 - Present
Protiviti July 2007 - May 2013
Wells Fargo May 2006 - August 2006
Skills
Internal Audit, Banking, Sarbanes-Oxley Act, Risk Assessment, SOX 404, Enterprise Risk..., Mortgage Servicing, Credit Risk, Credit, Risk Management, Auditing
Education
Saint John's University 2003 — 2007
BA, Management
Wells Fargo May 2013 - Present
Protiviti July 2007 - May 2013
Wells Fargo May 2006 - August 2006
Skills
Internal Audit, Banking, Sarbanes-Oxley Act, Risk Assessment, SOX 404, Enterprise Risk..., Mortgage Servicing, Credit Risk, Credit, Risk Management, Auditing
Education
Saint John's University 2003 — 2007
BA, Management
Donald Beresheim's Wells Fargo Experience 1995 - 2012
Job Area Manager at MB Financial Bank
Industry Banking
Experience
MB Financial Bank April 2014 - Present
Stonegate Mortgage Corporation (NYSE: SGM) November 2013 - March 2014
Nationstar Mortgage Wholesale Lending October 2012 - November 2013
Wells Fargo 1995 - 2012
KeyBank June 1990 - March 1995
Skills
Underwriting, Banking, First Time Home Buyers, Sales Management, Real Estate, Consumer Lending, Commercial Mortgages, Investment Properties, Commercial Lending, Sales, Mortgage Marketing, Loss Mitigation, Finance, Construction Loans
Education
St. John's University 1981 — 1985
Bachelor of Science (B.S.), College of Business Administration
MB Financial Bank April 2014 - Present
Stonegate Mortgage Corporation (NYSE: SGM) November 2013 - March 2014
Nationstar Mortgage Wholesale Lending October 2012 - November 2013
Wells Fargo 1995 - 2012
KeyBank June 1990 - March 1995
Skills
Underwriting, Banking, First Time Home Buyers, Sales Management, Real Estate, Consumer Lending, Commercial Mortgages, Investment Properties, Commercial Lending, Sales, Mortgage Marketing, Loss Mitigation, Finance, Construction Loans
Education
St. John's University 1981 — 1985
Bachelor of Science (B.S.), College of Business Administration
Antonio Montgomery's Wells Fargo Experience March 2008 - May 2009
Job MHA Candidate 2016, Saint Joseph's University
Industry Hospital & Health Care
Experience
IBM-Seterus September 2013 - August 2014
Accenture February 2013 - April 2013
Accenture July 2012 - January 2013
RoundPoint Financial Group August 2011 - April 2012
RoundPoint Financial Group December 2010 - August 2011
American Express May 2009 - December 2010
Bank of America 2010 - 2010
Wells Fargo March 2008 - May 2009
United Mortgage August 2007 - March 2008
BB&T March 2005 - March 2007
Skills
Mortgage Banking, Loan Origination, Loan Servicing, Risk Management, Foreclosures, Loan Modifications, Short Sales, Negotiation, Customer Service, Mortgage Underwriting, Mortgage Servicing, VA loans, Fannie Mae, Suspense, Deed in Lieu, Microsoft Excel, Credit, Finance, Investments, Default, Credit Analysis, Appraisals, Options, PowerPoint, Residential Mortgages, Refinance, Real Estate, Loss Mitigation, Portfolio Management, Loans, Mortgage Lending, Analysis, Underwriting, Management
Education
Saint Joseph's University 2014 — 2016
Master's Degree, Health Care Administration w/ Health Care Ethics Specialization, 3.5 G.P.A. (12 credits completed)
University of North Carolina at Pembroke 2005 — 2007
Bachelor's Degree, Exercise Science & Sports Science
IBM-Seterus September 2013 - August 2014
Accenture February 2013 - April 2013
Accenture July 2012 - January 2013
RoundPoint Financial Group August 2011 - April 2012
RoundPoint Financial Group December 2010 - August 2011
American Express May 2009 - December 2010
Bank of America 2010 - 2010
Wells Fargo March 2008 - May 2009
United Mortgage August 2007 - March 2008
BB&T March 2005 - March 2007
Skills
Mortgage Banking, Loan Origination, Loan Servicing, Risk Management, Foreclosures, Loan Modifications, Short Sales, Negotiation, Customer Service, Mortgage Underwriting, Mortgage Servicing, VA loans, Fannie Mae, Suspense, Deed in Lieu, Microsoft Excel, Credit, Finance, Investments, Default, Credit Analysis, Appraisals, Options, PowerPoint, Residential Mortgages, Refinance, Real Estate, Loss Mitigation, Portfolio Management, Loans, Mortgage Lending, Analysis, Underwriting, Management
Education
Saint Joseph's University 2014 — 2016
Master's Degree, Health Care Administration w/ Health Care Ethics Specialization, 3.5 G.P.A. (12 credits completed)
University of North Carolina at Pembroke 2005 — 2007
Bachelor's Degree, Exercise Science & Sports Science
Steve Bergerson Steve Bergerson's Wells Fargo Experience June 2007 - September 2012
Job Vice President of Technology at Pointward
Industry Information Technology and Services
Experience
Pointward September 2012 - Present
Wells Fargo June 2007 - September 2012
Bergerson & Associates Inc. August 2000 - June 2007
Orion Consulting March 1997 - August 2000
Barr Engineering March 1994 - March 1997
City of Bloomington, MN June 1992 - March 1994
Skills
.NET, Microsoft SQL Server, Customer Engagement, Analytics, Content Management, Customer Experience, Technology Management, Telerik, Test Automation, Business Intelligence, Customer Insight, Lead Generation, Usability, DotNetNuke, Microsoft Reporting..., Mobile Marketing, Marketing Strategy, Performance Measurement, JavaScript, HTML, XML, Management, Marketing, Strategic Planning, SDLC, Business Analysis, SQL, SSIS, Agile Methodologies, Collaborative Problem..., T-SQL, Leadership, Data Modeling
Education
University of Wisconsin-Eau Claire 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
St. John's University 1987 — 1988
Business/Managerial Economics
Pointward September 2012 - Present
Wells Fargo June 2007 - September 2012
Bergerson & Associates Inc. August 2000 - June 2007
Orion Consulting March 1997 - August 2000
Barr Engineering March 1994 - March 1997
City of Bloomington, MN June 1992 - March 1994
Skills
.NET, Microsoft SQL Server, Customer Engagement, Analytics, Content Management, Customer Experience, Technology Management, Telerik, Test Automation, Business Intelligence, Customer Insight, Lead Generation, Usability, DotNetNuke, Microsoft Reporting..., Mobile Marketing, Marketing Strategy, Performance Measurement, JavaScript, HTML, XML, Management, Marketing, Strategic Planning, SDLC, Business Analysis, SQL, SSIS, Agile Methodologies, Collaborative Problem..., T-SQL, Leadership, Data Modeling
Education
University of Wisconsin-Eau Claire 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
St. John's University 1987 — 1988
Business/Managerial Economics
John Abston John Abston's Wells Fargo Experience July 2012 - Present
Job Helping folks that want to serve our communities in becoming financially successful join Wells Fargo Bank.
Industry Financial Services
Experience
Wells Fargo July 2012 - Present
Wells Fargo June 2011 - July 2012
Wells Fargo April 2010 - May 2011
Wells Fargo January 2009 - April 2010
Wells Fargo December 2006 - December 2008
Skills
Applicant Tracking..., College Recruiting, Full-cycle Recruiting, Onboarding, Creative Sourcing, Direct Sourcing, Hiring, Background Checks, Interviewing, Talent Acquisition, Banking, Account Management, Client Services, Client Relationship..., Customer Service, Sales Support, Consultation, Conflict Resolution, Diversity Recruitment, Building Relationships, Financial Services, Relationship Management, Consumer Lending, Sales, Job Fairs, Loans, Credit, Retail Banking, PeopleSoft, Screening, Risk Management, Employee Benefits, Human Resources, Interviews, Leadership, Recruiting
Education
Saint John's University 2001 — 2005
Bachelor's degree, Communication and Media Studies
St. John's University 2001 — 2005
Communication, Intercultural Communication Theory
Wells Fargo July 2012 - Present
Wells Fargo June 2011 - July 2012
Wells Fargo April 2010 - May 2011
Wells Fargo January 2009 - April 2010
Wells Fargo December 2006 - December 2008
Skills
Applicant Tracking..., College Recruiting, Full-cycle Recruiting, Onboarding, Creative Sourcing, Direct Sourcing, Hiring, Background Checks, Interviewing, Talent Acquisition, Banking, Account Management, Client Services, Client Relationship..., Customer Service, Sales Support, Consultation, Conflict Resolution, Diversity Recruitment, Building Relationships, Financial Services, Relationship Management, Consumer Lending, Sales, Job Fairs, Loans, Credit, Retail Banking, PeopleSoft, Screening, Risk Management, Employee Benefits, Human Resources, Interviews, Leadership, Recruiting
Education
Saint John's University 2001 — 2005
Bachelor's degree, Communication and Media Studies
St. John's University 2001 — 2005
Communication, Intercultural Communication Theory
Benjamin Brinkman Benjamin Brinkman's Wells Fargo Experience March 2013 - Present
Job VP | Digital Marketing Consultant | Wells Fargo Innovation Group
Industry Marketing and Advertising
Experience
Wells Fargo March 2013 - Present
Skills
Social Media, Email Marketing, Marketing Strategy, Marketing Communications, Social Networking, Social Media Marketing, Email Strategy, B2B Marketing, B2B Marketing Strategy, Marketing, Strategic Planning, Management, Event Planning, Project Management, Marketing Management, Leadership, Product Marketing, Corporate Communications, Direct Mail, Newsletters, Integrated Marketing, Sales, Social Media Integration
Education
Saint John's University 2001 — 2005
Bachelor of Arts, Communication, English (Writing)
Wells Fargo March 2013 - Present
Skills
Social Media, Email Marketing, Marketing Strategy, Marketing Communications, Social Networking, Social Media Marketing, Email Strategy, B2B Marketing, B2B Marketing Strategy, Marketing, Strategic Planning, Management, Event Planning, Project Management, Marketing Management, Leadership, Product Marketing, Corporate Communications, Direct Mail, Newsletters, Integrated Marketing, Sales, Social Media Integration
Education
Saint John's University 2001 — 2005
Bachelor of Arts, Communication, English (Writing)
Eric Stalboerger Eric Stalboerger's Wells Fargo Experience November 1997 - February 2000
Job Director of Customer Experience at Capital One 360
Industry Financial Services
Experience
Capital One July 2013 - Present
Capital One February 2013 - July 2013
Big Brothers Big Sisters of Central MN July 2003 - July 2013
ING DIRECT USA October 2007 - January 2013
ING DIRECT USA September 2005 - November 2007
ING DIRECT USA June 2003 - September 2005
ING DIRECT USA October 2001 - June 2003
ReliaStar Bank February 2000 - October 2001
Wells Fargo November 1997 - February 2000
Skills
Customer Satisfaction, Customer Experience..., Customer Loyalty, Net Promoter Score, Customer Effort Score, Voice of the Customer, Customer Journey, Analytics, Team Leadership, Event Planning, Customer Experience, Brand Loyalty, Project Management, Process Improvement, Change Management, Leadership Development, Strategic Planning, Sales Management, Banking, Sales, Marketing, Finance, Leadership, Strategy
Education
Saint Cloud State University - G.R. Herberger College of Business 2014 — 2016
Master of Business Administration (MBA)
St. John's University 1994 — 1998
Bachelor of Applied Science (BASc), Business Management
Capital One July 2013 - Present
Capital One February 2013 - July 2013
Big Brothers Big Sisters of Central MN July 2003 - July 2013
ING DIRECT USA October 2007 - January 2013
ING DIRECT USA September 2005 - November 2007
ING DIRECT USA June 2003 - September 2005
ING DIRECT USA October 2001 - June 2003
ReliaStar Bank February 2000 - October 2001
Wells Fargo November 1997 - February 2000
Skills
Customer Satisfaction, Customer Experience..., Customer Loyalty, Net Promoter Score, Customer Effort Score, Voice of the Customer, Customer Journey, Analytics, Team Leadership, Event Planning, Customer Experience, Brand Loyalty, Project Management, Process Improvement, Change Management, Leadership Development, Strategic Planning, Sales Management, Banking, Sales, Marketing, Finance, Leadership, Strategy
Education
Saint Cloud State University - G.R. Herberger College of Business 2014 — 2016
Master of Business Administration (MBA)
St. John's University 1994 — 1998
Bachelor of Applied Science (BASc), Business Management
J. Scott Wagner J. Scott Wagner's Wells Fargo Experience March 1987 - February 1999
Job Business/Commercial Banking at Bremer Bank
Industry Banking
Experience
Bremer Bank March 2009 - Present
First National Bank of Hudson March 1999 - February 2007
Wells Fargo March 1987 - February 1999
Skills
New Business Development, Relationship Management, Financial Services..., Treasury Management, International Banking..., Commercial Real Estate..., Commercial Lines of..., Equipment Loans & Leases, Healthcare Lending, Municipal Lending, Asset Based Lending, Agricultural Lending, Church and..., Loan Workout, Credit Analysis, Credit Approval, Portfolio Management, SBA 504 & 7A Loans, Environmental Clean Ups, Management of Business..., Small Business Lending, Financial Analysis, Commercial Banking, Commercial Lending, Loans, Commercial Mortgages, Loan Origination, Construction Loans, Small Business, SBA, Mortgage Banking, Cash Management, Financial Services, Residential Mortgages, Business Development, Wealth Management, Strategic Financial..., Cash Flow Lending, Risk Management, SBA 504, Financial Planning
Education
St. John's University 1978 — 1982
Bachelor of Arts (B.A.), Psychology, Business & German Minors
St. Thomas Academy 1974 — 1978
Bremer Bank March 2009 - Present
First National Bank of Hudson March 1999 - February 2007
Wells Fargo March 1987 - February 1999
Skills
New Business Development, Relationship Management, Financial Services..., Treasury Management, International Banking..., Commercial Real Estate..., Commercial Lines of..., Equipment Loans & Leases, Healthcare Lending, Municipal Lending, Asset Based Lending, Agricultural Lending, Church and..., Loan Workout, Credit Analysis, Credit Approval, Portfolio Management, SBA 504 & 7A Loans, Environmental Clean Ups, Management of Business..., Small Business Lending, Financial Analysis, Commercial Banking, Commercial Lending, Loans, Commercial Mortgages, Loan Origination, Construction Loans, Small Business, SBA, Mortgage Banking, Cash Management, Financial Services, Residential Mortgages, Business Development, Wealth Management, Strategic Financial..., Cash Flow Lending, Risk Management, SBA 504, Financial Planning
Education
St. John's University 1978 — 1982
Bachelor of Arts (B.A.), Psychology, Business & German Minors
St. Thomas Academy 1974 — 1978
Nate Cheeley Nate Cheeley's Wells Fargo Experience April 2005 - August 2007
Job Inventory Control Manager at Metal Sales Manufacturing Corporation
Industry Building Materials
Experience
Metal Sales Manufacturing Corporation December 2012 - Present
Metal Sales Manufacturing Corporation August 2007 - December 2012
Wells Fargo April 2005 - August 2007
Skills
Continuous Improvement, Inventory Management, Purchasing, Lean Manufacturing, Materials Management, Manufacturing, Supply Chain Management, Building Materials, Inventory Control, Supply Chain, Materials, Forecasting
Education
St. John's University 1999 — 2003
Bachelor of Arts (BA), Business Management
St. John's Preparatory School 1995 — 1999
Metal Sales Manufacturing Corporation December 2012 - Present
Metal Sales Manufacturing Corporation August 2007 - December 2012
Wells Fargo April 2005 - August 2007
Skills
Continuous Improvement, Inventory Management, Purchasing, Lean Manufacturing, Materials Management, Manufacturing, Supply Chain Management, Building Materials, Inventory Control, Supply Chain, Materials, Forecasting
Education
St. John's University 1999 — 2003
Bachelor of Arts (BA), Business Management
St. John's Preparatory School 1995 — 1999
Tomas Kollar Tomas Kollar's Wells Fargo Experience June 2011 - July 2012
Job Cash Management at Bank Hapoalim
Industry Banking
Experience
Bank Hapoalim, NY Branches February 2015 - Present
Bank Hapoalim, NY Branches October 2013 - Present
Bank Hapoalim March 2013 - October 2013
Wells Fargo Co. July 2012 - March 2013
Wells Fargo June 2011 - July 2012
Skills
Financial Analysis, Investments, Finance, Risk Management, Strategic Financial..., Microsoft Excel, Customer Service, Microsoft Office, Access, Analysis, PowerPoint, Microsoft Word, Management, Outlook, Leadership, Insurance, Banking, Credit, Data Analysis, Credit Analysis, Time Management, Loans
Education
Saint John's University 2007 — 2011
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
St. John's University 2007 — 2011
Bachelor's of Science, Accounting and Finance
Bank Hapoalim, NY Branches February 2015 - Present
Bank Hapoalim, NY Branches October 2013 - Present
Bank Hapoalim March 2013 - October 2013
Wells Fargo Co. July 2012 - March 2013
Wells Fargo June 2011 - July 2012
Skills
Financial Analysis, Investments, Finance, Risk Management, Strategic Financial..., Microsoft Excel, Customer Service, Microsoft Office, Access, Analysis, PowerPoint, Microsoft Word, Management, Outlook, Leadership, Insurance, Banking, Credit, Data Analysis, Credit Analysis, Time Management, Loans
Education
Saint John's University 2007 — 2011
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
St. John's University 2007 — 2011
Bachelor's of Science, Accounting and Finance
John Reusche John Reusche's Wells Fargo Experience 2009 - 2012
Job Accounting Controls Specialist/Payroll Auditor at New Penn Financial, LLC
Industry Financial Services
Experience
New Penn Financial, LLC November 2012 - Present
Wells Fargo 2009 - 2012
Wachovia Corporation 1996 - 2009
First Fidelity Bancorporation 1994 - 1996
Fidelity Bank and First Fidelity Bank, NA 1985 - 1994
Skills
Financial Accounting, General Ledger, Internal Controls, Reconciliation, Budget Analysis, Financial Reporting, Financial Analysis, Account Reconciliation, Financial Statements, Microsoft Office, Budgets, Banking, Microsoft Excel, Microsoft Word, Analysis, Accounting, Finance, Mergers & Acquisitions, Auditing
Education
Saint Joseph's University
BS, Accounting
New Penn Financial, LLC November 2012 - Present
Wells Fargo 2009 - 2012
Wachovia Corporation 1996 - 2009
First Fidelity Bancorporation 1994 - 1996
Fidelity Bank and First Fidelity Bank, NA 1985 - 1994
Skills
Financial Accounting, General Ledger, Internal Controls, Reconciliation, Budget Analysis, Financial Reporting, Financial Analysis, Account Reconciliation, Financial Statements, Microsoft Office, Budgets, Banking, Microsoft Excel, Microsoft Word, Analysis, Accounting, Finance, Mergers & Acquisitions, Auditing
Education
Saint Joseph's University
BS, Accounting
Mitchell Faust's Wells Fargo Experience August 2014 - December 2014
Job Financial Analyst at OLSON
Industry Marketing and Advertising
Experience
Olson December 2014 - Present
Wells Fargo August 2014 - December 2014
Wells Fargo November 2012 - August 2014
Wells Fargo September 2011 - November 2012
Wells Fargo Home Mortgage October 2010 - September 2011
Cirrus Partners, LLC May 2010 - August 2010
Skills
Securities, Microsoft Excel, Data Analysis, Microsoft Office, Customer Service, Market Research, Teamwork, Time Management, Process Improvement, Account Management, Analysis, Critical Thinking, Economics, Banking, Finance
Education
Saint John's University 2006 — 2010
Bachelor's Degree, Economics
Wayzata High School 2002 — 2006
Olson December 2014 - Present
Wells Fargo August 2014 - December 2014
Wells Fargo November 2012 - August 2014
Wells Fargo September 2011 - November 2012
Wells Fargo Home Mortgage October 2010 - September 2011
Cirrus Partners, LLC May 2010 - August 2010
Skills
Securities, Microsoft Excel, Data Analysis, Microsoft Office, Customer Service, Market Research, Teamwork, Time Management, Process Improvement, Account Management, Analysis, Critical Thinking, Economics, Banking, Finance
Education
Saint John's University 2006 — 2010
Bachelor's Degree, Economics
Wayzata High School 2002 — 2006
Jason Buck's Wells Fargo Experience 2001 - Present
Job Technology Manager Info Security Encryption & Tools Engineering
Industry Financial Services
Experience
Wells Fargo 2001 - Present
Frontstep Inc. - Symix Systems Inc. May 1996 - January 2001
IKEA Group January 1992 - April 1996
Skills
Information Security, SDLC, Risk Management, Disaster Recovery, Business Continuity, Vendor Management, Educational Technology, Education, Consulting, Security Consulting, Instructor-led Training, Information Security..., Encryption, Project Management, Information Security..., Technology Management, Technology Leadership, Technology Evangelist, New Technology..., Financial Management..., Technical Recruiting, Talent Developer, Teamwork, Encryption Software, Disk Encryption, Strategy, Strategy Execution, CISA, Enterprise Architecture, Governance, IT Audit, IT Strategy, Management, Security, Integration
Education
Saint Joseph's University 1991 — 1995
Wells Fargo 2001 - Present
Frontstep Inc. - Symix Systems Inc. May 1996 - January 2001
IKEA Group January 1992 - April 1996
Skills
Information Security, SDLC, Risk Management, Disaster Recovery, Business Continuity, Vendor Management, Educational Technology, Education, Consulting, Security Consulting, Instructor-led Training, Information Security..., Encryption, Project Management, Information Security..., Technology Management, Technology Leadership, Technology Evangelist, New Technology..., Financial Management..., Technical Recruiting, Talent Developer, Teamwork, Encryption Software, Disk Encryption, Strategy, Strategy Execution, CISA, Enterprise Architecture, Governance, IT Audit, IT Strategy, Management, Security, Integration
Education
Saint Joseph's University 1991 — 1995
Tyler Perleberg Tyler Perleberg's Wells Fargo Experience May 2008 - August 2008
Job Consultant at Accenture
Industry Management Consulting
Experience
Accenture October 2014 - Present
Accenture September 2013 - September 2014
Accenture August 2012 - August 2013
Accenture May 2012 - August 2012
Accenture November 2011 - May 2012
Accenture June 2011 - November 2011
Enclarity May 2009 - April 2011
College of St. Benedicts November 2008 - December 2009
Wells Fargo May 2008 - August 2008
Skills
PMO, Business Process, Project Management, Testing, Change Management, Business Analysis, Business Intelligence, Vendor Management, Software Documentation, MS Project, Risk Management, Management, Process Improvement, Data Analysis, Project Portfolio..., ETL, Business Process..., Foreign Exchange, Financial Risk..., Commodity Markets, International Business, Financial Analysis, Reporting, Trading Systems, FX Trading, Structured Commodity..., FX Hedging, Hedging, Foreign Exchange Risk..., Operational Risk..., Enterprise Software, Banking, Retail Banking, Commercial Banking, Investment Banking, Program Management, Financial Reporting, Corporate Financial..., Internal Financial..., Sales, Direct Sales, Strategy, Consulting
Education
Saint John's University 2006 — 2009
Bachelor of Arts, Economics, Accounting
St. John's University 2006 — 2009
Bachelor of Arts (BA), Economics; Accounting Finance
Accenture October 2014 - Present
Accenture September 2013 - September 2014
Accenture August 2012 - August 2013
Accenture May 2012 - August 2012
Accenture November 2011 - May 2012
Accenture June 2011 - November 2011
Enclarity May 2009 - April 2011
College of St. Benedicts November 2008 - December 2009
Wells Fargo May 2008 - August 2008
Skills
PMO, Business Process, Project Management, Testing, Change Management, Business Analysis, Business Intelligence, Vendor Management, Software Documentation, MS Project, Risk Management, Management, Process Improvement, Data Analysis, Project Portfolio..., ETL, Business Process..., Foreign Exchange, Financial Risk..., Commodity Markets, International Business, Financial Analysis, Reporting, Trading Systems, FX Trading, Structured Commodity..., FX Hedging, Hedging, Foreign Exchange Risk..., Operational Risk..., Enterprise Software, Banking, Retail Banking, Commercial Banking, Investment Banking, Program Management, Financial Reporting, Corporate Financial..., Internal Financial..., Sales, Direct Sales, Strategy, Consulting
Education
Saint John's University 2006 — 2009
Bachelor of Arts, Economics, Accounting
St. John's University 2006 — 2009
Bachelor of Arts (BA), Economics; Accounting Finance
Russell Michael Joseph's Wells Fargo Experience August 2014 - Present
Job Wells Fargo Institutional Retirement & Trust
Industry Primary/Secondary Education
Experience
Wells Fargo August 2014 - Present
Eden Prairie School District March 2013 - August 2014
KEYC-TV January 2011 - January 2012
KARE 11 May 2008 - September 2009
Wells Fargo December 2004 - September 2007
Skills
Lesson Planning, Classroom, Curriculum Development, Weather Forecasting, Weather, Broadcast, Television, Communication, Public Speaking, Writing
Education
St. Cloud State University 2007 — 2010
Bachelor of Science (B.S.), Meteorology, 3.63
Saint John's University 1999 — 2003
Bachelor of Arts (B.A.), Business Management, 3.903
Wells Fargo August 2014 - Present
Eden Prairie School District March 2013 - August 2014
KEYC-TV January 2011 - January 2012
KARE 11 May 2008 - September 2009
Wells Fargo December 2004 - September 2007
Skills
Lesson Planning, Classroom, Curriculum Development, Weather Forecasting, Weather, Broadcast, Television, Communication, Public Speaking, Writing
Education
St. Cloud State University 2007 — 2010
Bachelor of Science (B.S.), Meteorology, 3.63
Saint John's University 1999 — 2003
Bachelor of Arts (B.A.), Business Management, 3.903
Mike Muehlbauer Mike Muehlbauer's Wells Fargo Experience June 2012 - Present
Job Sr Business Relationship Managers at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2012 - Present
Eau Claire Crush August 2009 - January 2014
United Bank October 2007 - February 2012
Wells Fargo Home Mortgage April 1997 - October 2007
Greentree Financial 1992 - 1997
Skills
Social Media, Mortgage Lending, Banking, Event Planning, Management, Marketing, Nonprofits, Underwriting, Loans, Event Management, Leadership, Sales, Finance, Training, Commercial Banking, Small Business Lending, Social Media Marketing, Loan Origination, Insurance, Commercial Lending, Retail Banking, Consumer Lending, Mortgage Banking, Credit, Refinance, Credit Analysis, Small Business, Treasury Management, Portfolio Management, Residential Mortgages, Customer Service, Sales Management
Education
Saint John's University 1987 — 1991
B.S., Political Science
Wells Fargo June 2012 - Present
Eau Claire Crush August 2009 - January 2014
United Bank October 2007 - February 2012
Wells Fargo Home Mortgage April 1997 - October 2007
Greentree Financial 1992 - 1997
Skills
Social Media, Mortgage Lending, Banking, Event Planning, Management, Marketing, Nonprofits, Underwriting, Loans, Event Management, Leadership, Sales, Finance, Training, Commercial Banking, Small Business Lending, Social Media Marketing, Loan Origination, Insurance, Commercial Lending, Retail Banking, Consumer Lending, Mortgage Banking, Credit, Refinance, Credit Analysis, Small Business, Treasury Management, Portfolio Management, Residential Mortgages, Customer Service, Sales Management
Education
Saint John's University 1987 — 1991
B.S., Political Science
Carolyn Geiges Carolyn Geiges's Wells Fargo Experience July 2004 - May 2005
Job Business Analyst, Assistant Vice President, State Street Investment Manager Solutions
Industry Financial Services
Experience
State Street Investment Manager Solutions March 2009 - Present
State Street Investment Manager Solutions July 2007 - March 2009
State Street Investment Manager Solutions June 2006 - July 2007
JPMorgan Chase July 2005 - May 2006
Wells Fargo July 2004 - May 2005
Target Corporation August 2003 - March 2004
GT Media May 1998 - October 2001
Kraft Foods October 1996 - May 1998
Philip Morris April 1995 - September 1996
Skills
Business Analysis, Banking, Financial Services, Back Office, Settlement, Fixed Income, Securities, Trading, Project Management, Process Improvement, Analysis, SWIFT messaging, Management, Leadership, Investments, Equities, Derivatives, FX Options, Bonds, Requirements Gathering, SQL, Team Management, Process Optimization, Mutual Funds, Risk Management, XML, FpML, Asset Managment, Financial Risk, Asset Management, Relationship Management, Options, Trading Systems, Capital Markets, Electronic Trading, Finance, SWIFT payments, Financial Markets, Payments, Middle Office, Market Data, Alternative Investments, Business Requirements, Lean Six Sigma
Education
Saint Joseph's University
Master of Science (M.S.), International Marketing
State Street Investment Manager Solutions March 2009 - Present
State Street Investment Manager Solutions July 2007 - March 2009
State Street Investment Manager Solutions June 2006 - July 2007
JPMorgan Chase July 2005 - May 2006
Wells Fargo July 2004 - May 2005
Target Corporation August 2003 - March 2004
GT Media May 1998 - October 2001
Kraft Foods October 1996 - May 1998
Philip Morris April 1995 - September 1996
Skills
Business Analysis, Banking, Financial Services, Back Office, Settlement, Fixed Income, Securities, Trading, Project Management, Process Improvement, Analysis, SWIFT messaging, Management, Leadership, Investments, Equities, Derivatives, FX Options, Bonds, Requirements Gathering, SQL, Team Management, Process Optimization, Mutual Funds, Risk Management, XML, FpML, Asset Managment, Financial Risk, Asset Management, Relationship Management, Options, Trading Systems, Capital Markets, Electronic Trading, Finance, SWIFT payments, Financial Markets, Payments, Middle Office, Market Data, Alternative Investments, Business Requirements, Lean Six Sigma
Education
Saint Joseph's University
Master of Science (M.S.), International Marketing
William Kelner William Kelner's Wells Fargo Experience August 2013 - May 2014
Job Microsoft Training Supervisor at APAC Customer Services
Industry Information Technology and Services
Experience
APAC Customer Services July 2014 - Present
Wells Fargo August 2013 - May 2014
Deluxe Corporation May 2012 - February 2013
Intelligent Document Technologies January 2011 - August 2011
Panasonic June 2008 - February 2009
Digi International 2003 - 2007
Digi International 1999 - 2002
Skills
Channel Management, Channel, Consultative Selling, Account Management, Product Marketing, Sales Presentations, Channel Marketing, Solution Selling, Direct Sales, Sales Management, Demand Generation, New Business Development, Wireless, Key Account Management, Multi-channel Marketing, Selling, Competitive Analysis, Channel Partners, Sales Process, Marketing Strategy, Sales
Education
University of Saint Thomas 1983 — 1986
B.S., Psychology
St. John's University 1981 — 1983
APAC Customer Services July 2014 - Present
Wells Fargo August 2013 - May 2014
Deluxe Corporation May 2012 - February 2013
Intelligent Document Technologies January 2011 - August 2011
Panasonic June 2008 - February 2009
Digi International 2003 - 2007
Digi International 1999 - 2002
Skills
Channel Management, Channel, Consultative Selling, Account Management, Product Marketing, Sales Presentations, Channel Marketing, Solution Selling, Direct Sales, Sales Management, Demand Generation, New Business Development, Wireless, Key Account Management, Multi-channel Marketing, Selling, Competitive Analysis, Channel Partners, Sales Process, Marketing Strategy, Sales
Education
University of Saint Thomas 1983 — 1986
B.S., Psychology
St. John's University 1981 — 1983
Jeff Burk Jeff Burk's Wells Fargo Experience July 2012 - Present
Job Business Systems Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2012 - Present
Wells Fargo Bank March 2011 - September 2012
Wells Fargo BPS 2008 - 2011
Wells Fargo Home Mortgage September 2005 - 2008
Wells Fargo 2000 - 2005
Skills
SQL Server, SSRS, SSIS, ETL, Data Warehousing, SQL, Databases, Oracle, SharePoint, VBA, Business Intelligence, Business Objects, VB.NET, Crystal Reports, T-SQL, TFS, Business Analysis, C#, Microsoft SQL Server, Analysis, Access, Teradata, Visio, Analysis Services, Visual Studio
Education
University of Phoenix 2005 — 2007
MSCIS, Computer Information Systems
St. John's University 1990 — 1994
BA, Psychology
Wells Fargo July 2012 - Present
Wells Fargo Bank March 2011 - September 2012
Wells Fargo BPS 2008 - 2011
Wells Fargo Home Mortgage September 2005 - 2008
Wells Fargo 2000 - 2005
Skills
SQL Server, SSRS, SSIS, ETL, Data Warehousing, SQL, Databases, Oracle, SharePoint, VBA, Business Intelligence, Business Objects, VB.NET, Crystal Reports, T-SQL, TFS, Business Analysis, C#, Microsoft SQL Server, Analysis, Access, Teradata, Visio, Analysis Services, Visual Studio
Education
University of Phoenix 2005 — 2007
MSCIS, Computer Information Systems
St. John's University 1990 — 1994
BA, Psychology
Thomas Cronin Thomas Cronin's Wells Fargo Experience 2009 - 2011
Job Chief Accounting Officer, VP at TCF Retail Lending
Industry Financial Services
Experience
TCF Bank January 2015 - Present
TCF Bank August 2013 - December 2014
Platinum Bank 2011 - 2013
Wells Fargo 2009 - 2011
Travelers 2002 - 2009
KPMG November 1998 - March 2002
Education
University of Minnesota - Carlson School of Management 2002 — 2005
Masters in Business Taxation
St. John's University 1990 — 1994
Bachelor of Arts, Accounting
TCF Bank January 2015 - Present
TCF Bank August 2013 - December 2014
Platinum Bank 2011 - 2013
Wells Fargo 2009 - 2011
Travelers 2002 - 2009
KPMG November 1998 - March 2002
Education
University of Minnesota - Carlson School of Management 2002 — 2005
Masters in Business Taxation
St. John's University 1990 — 1994
Bachelor of Arts, Accounting
Erik Tennyson's Wells Fargo Experience June 2015 - Present
Job Business System Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2015 - Present
N/A April 2012 - June 2015
P2 Energy Solutions 2007 - 2012
P2 Energy Solutions 2006 - 2007
P2 Energy Solutions 2004 - 2006
Tobin International (Acquired by P2 Energy Solutions) 2003 - 2004
Tobin International 2000 - 2003
Local Government Information Systems (LOGIS) 1998 - 2000
Skills
Salesforce.com, CRM, ESRI, SharePoint, Visual Studio, GIS, Business Analysis, Business Process, Software Implementation, Product Lifecycle..., Integration, Business Process..., Product Support, Troubleshooting, Enterprise Software, Product Management, Requirements Gathering, SaaS, Consulting, Training, Energy, Software Documentation, Data Mapping, PL/SQL, Oracle, Databases, Agile Methodologies, Software Development, Coac, Cross-Organization..., Analytical Reasoning, IT Solutions, Upstream, Oil & Gas Industry, Project Management, Oil/Gas, Energy Industry, Petroleum, Process Engineering, Oil, Hyperion
Education
University of Minnesota-Twin Cities 1994 — 1997
Bachelor of Science (B.S.), Natural Resources and Environmental Studies
St. John's University 1992 — 1994
Economics
Wells Fargo June 2015 - Present
N/A April 2012 - June 2015
P2 Energy Solutions 2007 - 2012
P2 Energy Solutions 2006 - 2007
P2 Energy Solutions 2004 - 2006
Tobin International (Acquired by P2 Energy Solutions) 2003 - 2004
Tobin International 2000 - 2003
Local Government Information Systems (LOGIS) 1998 - 2000
Skills
Salesforce.com, CRM, ESRI, SharePoint, Visual Studio, GIS, Business Analysis, Business Process, Software Implementation, Product Lifecycle..., Integration, Business Process..., Product Support, Troubleshooting, Enterprise Software, Product Management, Requirements Gathering, SaaS, Consulting, Training, Energy, Software Documentation, Data Mapping, PL/SQL, Oracle, Databases, Agile Methodologies, Software Development, Coac, Cross-Organization..., Analytical Reasoning, IT Solutions, Upstream, Oil & Gas Industry, Project Management, Oil/Gas, Energy Industry, Petroleum, Process Engineering, Oil, Hyperion
Education
University of Minnesota-Twin Cities 1994 — 1997
Bachelor of Science (B.S.), Natural Resources and Environmental Studies
St. John's University 1992 — 1994
Economics
Donna Deal Donna Deal's Wells Fargo Experience January 2015 - Present
Job Retired Regional Bank Private Banker, AVP
Industry Banking
Experience
Wells Fargo January 2015 - Present
Wells Fargo Bank 2010 - Present
Wachovia Bank November 1981 - May 2010
Wachovia/First Union 1981 - 2009
Archdiocese of Philadelphia September 1972 - June 1981
Skills
Life Insurance, Small Business Lending, Series 7, Consumer Lending, Series 63, Loans, Investments, Retirement Planning, Small Business, Mortgage Lending, Retirement, Commercial Lending, Banking, Wealth Management, Credit, Finance, Sales, Loan Origination, Residential Mortgages
Education
Saint Joseph's University
Wells Fargo January 2015 - Present
Wells Fargo Bank 2010 - Present
Wachovia Bank November 1981 - May 2010
Wachovia/First Union 1981 - 2009
Archdiocese of Philadelphia September 1972 - June 1981
Skills
Life Insurance, Small Business Lending, Series 7, Consumer Lending, Series 63, Loans, Investments, Retirement Planning, Small Business, Mortgage Lending, Retirement, Commercial Lending, Banking, Wealth Management, Credit, Finance, Sales, Loan Origination, Residential Mortgages
Education
Saint Joseph's University
Alexander Stanislaw Alexander Stanislaw's Wells Fargo Experience May 2007 - August 2010
Job Student at Anoka Tech
Industry Renewables & Environment
Experience
Wells Fargo May 2007 - August 2010
Tree Trust May 2004 - August 2005
Education
Anoka Technical College 2010 — 2012
Associates, Construction Electricity
Minnesota West Technical College 2008 — 2009
Certification, Wind Energy
Saint John's University 2002 — 2006
BA, Economics
Wells Fargo May 2007 - August 2010
Tree Trust May 2004 - August 2005
Education
Anoka Technical College 2010 — 2012
Associates, Construction Electricity
Minnesota West Technical College 2008 — 2009
Certification, Wind Energy
Saint John's University 2002 — 2006
BA, Economics
Edyth Lahanas Edyth Lahanas's Wells Fargo Experience 2006 - 2014
Job Senior Vice President at Greystone Servicing Corporation, Inc.
Industry Commercial Real Estate
Experience
Greystone Servicing Corporation, Inc. 2014 - 2015
Wells Fargo 2006 - 2014
CIBC World Markets 2003 - 2006
GMAC Commercial Mortgage 1996 - 2003
JP Morgan Mortgage Capital 2000 - 2001
Skills
Real Estate Due..., Asset Managment, CMBS, Valuation, Mortgage Underwriting, Leases, Commercial Real Estate..., Due Diligence, Capital Markets, Loans, Real Estate Economics, Commercial Mortgages, Asset Management, Portfolio Management, Securitization, Financial Modeling, Mortgage Lending, Structured Finance, Financial Structuring, Real Estate Financing, Credit Analysis, Underwriting, Commercial Lending
Education
Saint Joseph's University
MBA
Temple University
BA
Greystone Servicing Corporation, Inc. 2014 - 2015
Wells Fargo 2006 - 2014
CIBC World Markets 2003 - 2006
GMAC Commercial Mortgage 1996 - 2003
JP Morgan Mortgage Capital 2000 - 2001
Skills
Real Estate Due..., Asset Managment, CMBS, Valuation, Mortgage Underwriting, Leases, Commercial Real Estate..., Due Diligence, Capital Markets, Loans, Real Estate Economics, Commercial Mortgages, Asset Management, Portfolio Management, Securitization, Financial Modeling, Mortgage Lending, Structured Finance, Financial Structuring, Real Estate Financing, Credit Analysis, Underwriting, Commercial Lending
Education
Saint Joseph's University
MBA
Temple University
BA
Dave Stidger Dave Stidger's Wells Fargo Experience November 1995 - Present
Job
Industry Banking
Experience
Wells Fargo November 1995 - Present
Education
MBA
Saint John's University
Universidad de Sevilla
University of St. Thomas
Master of Business Administration (MBA)
Wells Fargo November 1995 - Present
Education
MBA
Saint John's University
Universidad de Sevilla
University of St. Thomas
Master of Business Administration (MBA)
Hillary DeVere's Wells Fargo Experience September 2009 - April 2010
Job Project Manager at Hitachi Data Systems
Industry Computer Networking
Experience
Hitachi Data Systems 2010 - Present
Wells Fargo September 2009 - April 2010
Northern Trust 2008 - 2009
Hewlett Packard 1999 - 2008
HP 1999 - 2008
SRA International 2005 - 2005
MJV Consulting May 1996 - December 1999
Skills
PMP, ITIL, IT Strategy, PMO, Business Analysis, Agile Methodologies, Business Development, Business Process..., Business Process, CRM, Change Management, Disaster Recovery, Data Center, Enterprise Architecture, Information Technology, Infrastructure, MS Project, Leadership, Program Management, Management, Project Planning, Project Portfolio..., Project Management, Risk Management, SDLC, SharePoint, System Deployment, Software Project..., Team Building, Training, Testing, Visio, Vendor Management
Education
Saint Joseph's University 1982 — 1986
Bachelor Science, Computer Science
Resurrection Academy 1978 — 1982
High School
Hitachi Data Systems 2010 - Present
Wells Fargo September 2009 - April 2010
Northern Trust 2008 - 2009
Hewlett Packard 1999 - 2008
HP 1999 - 2008
SRA International 2005 - 2005
MJV Consulting May 1996 - December 1999
Skills
PMP, ITIL, IT Strategy, PMO, Business Analysis, Agile Methodologies, Business Development, Business Process..., Business Process, CRM, Change Management, Disaster Recovery, Data Center, Enterprise Architecture, Information Technology, Infrastructure, MS Project, Leadership, Program Management, Management, Project Planning, Project Portfolio..., Project Management, Risk Management, SDLC, SharePoint, System Deployment, Software Project..., Team Building, Training, Testing, Visio, Vendor Management
Education
Saint Joseph's University 1982 — 1986
Bachelor Science, Computer Science
Resurrection Academy 1978 — 1982
High School
Ann Zsido Ann Zsido's Wells Fargo Experience January 2010 - Present
Job Service Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Skills
Banking, Loans, Retail Banking, Credit, Commercial Banking, Portfolio Management, Consumer Lending, Credit Analysis, Underwriting, Financial Services, Relationship Management, Team Building, Leadership, Customer Service, Risk Management, Coaching
Education
St. Joseph's University
Wells Fargo January 2010 - Present
Skills
Banking, Loans, Retail Banking, Credit, Commercial Banking, Portfolio Management, Consumer Lending, Credit Analysis, Underwriting, Financial Services, Relationship Management, Team Building, Leadership, Customer Service, Risk Management, Coaching
Education
St. Joseph's University
Charles Gyang Charles Gyang's Wells Fargo Experience January 2011 - November 2011
Job Accounting Professional
Industry Accounting
Experience
Property Vision Inc July 2014 - March 2015
Wells Fargo-Consultant September 2012 - September 2013
MoneyGram International December 2011 - August 2012
Wells Fargo January 2011 - November 2011
Wells Fargo April 2010 - June 2010
Andersen Corporation October 2008 - April 2009
16B Lacrosse Global Fund Services January 2008 - July 2008
Interlog USA November 2007 - January 2008
Select Comfort Corp May 2007 - October 2007
$16B Lacrosse Global Fund Services December 2005 - May 2007
Skills
Accounting, Financial Reporting, Variance Analysis, Financial Analysis, Account Reconciliation, Forecasting, Fixed Assets, General Ledger, Internal Controls, Sarbanes-Oxley Act, Finance, Auditing, Cost Accounting, Accounts Receivable, Financial Modeling, MS Office Suite:...
Education
St John's University, Collegeville MN 1981 — 1985
BS Admin, Business Administration.
University of Minnesota(Extension Program) 1986 — 1988
Accounting
Property Vision Inc July 2014 - March 2015
Wells Fargo-Consultant September 2012 - September 2013
MoneyGram International December 2011 - August 2012
Wells Fargo January 2011 - November 2011
Wells Fargo April 2010 - June 2010
Andersen Corporation October 2008 - April 2009
16B Lacrosse Global Fund Services January 2008 - July 2008
Interlog USA November 2007 - January 2008
Select Comfort Corp May 2007 - October 2007
$16B Lacrosse Global Fund Services December 2005 - May 2007
Skills
Accounting, Financial Reporting, Variance Analysis, Financial Analysis, Account Reconciliation, Forecasting, Fixed Assets, General Ledger, Internal Controls, Sarbanes-Oxley Act, Finance, Auditing, Cost Accounting, Accounts Receivable, Financial Modeling, MS Office Suite:...
Education
St John's University, Collegeville MN 1981 — 1985
BS Admin, Business Administration.
University of Minnesota(Extension Program) 1986 — 1988
Accounting
Laurent Dionot Laurent Dionot's Wells Fargo Experience June 2008 - March 2010
Job Select Account Manager for Legal in Philadelphia at EMC
Industry Information Technology and Services
Experience
EMC April 2015 - Present
EMC July 2012 - April 2015
Cintas April 2010 - June 2012
Wells Fargo June 2008 - March 2010
Skills
Solution Selling, Salesforce.com, Storage, Cloud Computing, Sales, Account Management, Sales Management, Direct Sales, Virtualization, Sales Operations, Analysis, CRM, Channel Partners, Enterprise Software, Leadership, Integration, Management, New Business Development, Outsourcing, Start-ups, Telecommunications, Data Center, Managed Services, Professional Services, SaaS, Selling, Training
Education
Saint Joseph's University
Bachelor of Science (BS), Business Administration and Management
Georgetown Prep High School
High School
EMC April 2015 - Present
EMC July 2012 - April 2015
Cintas April 2010 - June 2012
Wells Fargo June 2008 - March 2010
Skills
Solution Selling, Salesforce.com, Storage, Cloud Computing, Sales, Account Management, Sales Management, Direct Sales, Virtualization, Sales Operations, Analysis, CRM, Channel Partners, Enterprise Software, Leadership, Integration, Management, New Business Development, Outsourcing, Start-ups, Telecommunications, Data Center, Managed Services, Professional Services, SaaS, Selling, Training
Education
Saint Joseph's University
Bachelor of Science (BS), Business Administration and Management
Georgetown Prep High School
High School
Jon Schmoll Jon Schmoll's Wells Fargo Experience 2000 - 2003
Job Technical Risk and Control Analyst at Cargill
Industry Information Technology and Services
Experience
Cargill September 2011 - Present
Merrill Corporation April 2010 - October 2011
Merill Corporation November 2004 - June 2010
Wells Fargo 2000 - 2003
Education
Saint John's University 1987 — 1991
Cargill September 2011 - Present
Merrill Corporation April 2010 - October 2011
Merill Corporation November 2004 - June 2010
Wells Fargo 2000 - 2003
Education
Saint John's University 1987 — 1991
Marty Endres Marty Endres's Wells Fargo Experience 2002 - 2005
Job International Credit Analyst at U.S. Bank
Industry Banking
Experience
U.S. Bank June 2012 - Present
Wells Fargo Bank April 2008 - June 2012
BankCherokee May 2005 - April 2008
Wells Fargo 2002 - 2005
Education
University of St. Thomas 2000 — 2003
BS, Economics
Saint John's University 1999 — 2000
U.S. Bank June 2012 - Present
Wells Fargo Bank April 2008 - June 2012
BankCherokee May 2005 - April 2008
Wells Fargo 2002 - 2005
Education
University of St. Thomas 2000 — 2003
BS, Economics
Saint John's University 1999 — 2000
Michael Denman Michael Denman's Wells Fargo Experience September 2011 - November 2012
Job Sr Risk Data Analyst at CIT
Industry Information Technology and Services
Experience
CIT June 2014 - Present
SunTrust Bank December 2012 - June 2014
Wells Fargo September 2011 - November 2012
First Command Financial Planning February 2010 - September 2011
Sunset Grille April 2002 - October 2010
Skills
Finance, Banking, Loans, Data Analysis, Financial Services, Retirement Planning, Retail Banking, Mortgage Lending, Microsoft Excel, Underwriting, Investments, Financial Analysis, Customer Service, Equities, Cross Selling, SQL, VBA, Microsoft Office, Portfolio Management, Strategic Financial..., Data Modeling, Access, Credit Analysis, Econometrics, QlikView Development, Python
Education
St. Joseph's University 2013 — 2014
MA Business Intelligence, Predictive Analytics, 3.97
University of North Florida - College of Business Administration 2004 — 2008
BBA, Economics, 3.79
CIT June 2014 - Present
SunTrust Bank December 2012 - June 2014
Wells Fargo September 2011 - November 2012
First Command Financial Planning February 2010 - September 2011
Sunset Grille April 2002 - October 2010
Skills
Finance, Banking, Loans, Data Analysis, Financial Services, Retirement Planning, Retail Banking, Mortgage Lending, Microsoft Excel, Underwriting, Investments, Financial Analysis, Customer Service, Equities, Cross Selling, SQL, VBA, Microsoft Office, Portfolio Management, Strategic Financial..., Data Modeling, Access, Credit Analysis, Econometrics, QlikView Development, Python
Education
St. Joseph's University 2013 — 2014
MA Business Intelligence, Predictive Analytics, 3.97
University of North Florida - College of Business Administration 2004 — 2008
BBA, Economics, 3.79
Greg Brandt Greg Brandt's Wells Fargo Experience June 2014 - Present
Job Group Controller Corporate Trust Services at Wells Fargo
Industry Accounting
Experience
Wells Fargo June 2014 - Present
Skills
Financial Reporting, Accounting, Internal Controls, Management, Financial Analysis, Sarbanes-Oxley Act, GAAP, SEC filings, Process Improvement, Auditing, Finance, Financial Accounting
Education
St. John's University 1999 — 2003
Bachelor of Arts (BA), Accounting
Wells Fargo June 2014 - Present
Skills
Financial Reporting, Accounting, Internal Controls, Management, Financial Analysis, Sarbanes-Oxley Act, GAAP, SEC filings, Process Improvement, Auditing, Finance, Financial Accounting
Education
St. John's University 1999 — 2003
Bachelor of Arts (BA), Accounting
John J. Camero, III John J. Camero, III's Wells Fargo Experience 2001 - 2003
Job Vice President of Commercial Lending, Team Leader at TruMark Financial Credit Union
Industry Banking
Experience
TruMark Financial Credit Union April 2014 - Present
Applied Bank March 2013 - April 2014
Fox Chase Bank October 2012 - January 2013
Univest Bank and Trust Co. May 2009 - September 2012
Penn Liberty Bank October 2006 - February 2009
TD December 2003 - October 2006
Wells Fargo 2001 - 2003
Conectiv Communications 1998 - 2001
Verizon Business 1985 - 1998
Skills
Strategic Leadership, Sales Management, Marketing Communications, Government Relations, Community Relations, Commercial Banking, Telecommunications..., Risk Management, Credit, Banking, Community Development, Business Development, Strategic Leadership,..., Strategic Planning, Cash Management, Commercial Lending, Commercial Mortgages, Entrepreneurship, Leadership, Loans, Management, Marketing, Nonprofits, Relationship Management, Small Business Lending, Start-ups
Education
Neumann University 2002 — 2004
Master of Science (M.S.), Organizational & Strategic Leadership, 4.0
Saint Joseph's University 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
TruMark Financial Credit Union April 2014 - Present
Applied Bank March 2013 - April 2014
Fox Chase Bank October 2012 - January 2013
Univest Bank and Trust Co. May 2009 - September 2012
Penn Liberty Bank October 2006 - February 2009
TD December 2003 - October 2006
Wells Fargo 2001 - 2003
Conectiv Communications 1998 - 2001
Verizon Business 1985 - 1998
Skills
Strategic Leadership, Sales Management, Marketing Communications, Government Relations, Community Relations, Commercial Banking, Telecommunications..., Risk Management, Credit, Banking, Community Development, Business Development, Strategic Leadership,..., Strategic Planning, Cash Management, Commercial Lending, Commercial Mortgages, Entrepreneurship, Leadership, Loans, Management, Marketing, Nonprofits, Relationship Management, Small Business Lending, Start-ups
Education
Neumann University 2002 — 2004
Master of Science (M.S.), Organizational & Strategic Leadership, 4.0
Saint Joseph's University 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Patrick Sheehy, CSW Patrick Sheehy, CSW's Wells Fargo Experience January 2012 - April 2014
Job Global Modernization Champion at TEMBO Technology Lab (Pty) Ltd
Industry Information Technology and Services
Experience
TEMBO Technology Lab (Pty) Ltd April 2014 - Present
Conundrum Solutions, LLC April 2004 - Present
Wells Fargo January 2012 - April 2014
Wells Fargo February 2011 - January 2012
Johnson Brothers Liquor Company June 2007 - November 2010
IBM March 2006 - June 2007
Kingland Systems Corporation March 2002 - February 2006
Vision Solutions, Inc. September 2001 - March 2002
Distributed Website Corporation February 2000 - September 2001
Lakeview Technology, Inc. July 1994 - February 2000
Skills
SQL, HTML, RPG, ColdFusion, C, Perl, Problem Solving, AS400, Programming, Databases, JavaScript, Windows, SQL Server, Software Development, DB2, Web Development, Application Development, Microsoft Office, SDLC, MySQL, Business Analysis, Word, Requirements Analysis, Web Services, IBM iSeries, Microsoft SQL Server, Leadership, Disaster Recovery, Agile Methodologies, Project Management, Java, Access, Enterprise Software, Requirements Gathering, Linux, Testing
Education
Winona State University 1984 — 1986
B.S.
Saint John's University 1980 — 1981
Pacelli High School 1976 — 1980
Rankin Elementary 1968 — 1974
TEMBO Technology Lab (Pty) Ltd April 2014 - Present
Conundrum Solutions, LLC April 2004 - Present
Wells Fargo January 2012 - April 2014
Wells Fargo February 2011 - January 2012
Johnson Brothers Liquor Company June 2007 - November 2010
IBM March 2006 - June 2007
Kingland Systems Corporation March 2002 - February 2006
Vision Solutions, Inc. September 2001 - March 2002
Distributed Website Corporation February 2000 - September 2001
Lakeview Technology, Inc. July 1994 - February 2000
Skills
SQL, HTML, RPG, ColdFusion, C, Perl, Problem Solving, AS400, Programming, Databases, JavaScript, Windows, SQL Server, Software Development, DB2, Web Development, Application Development, Microsoft Office, SDLC, MySQL, Business Analysis, Word, Requirements Analysis, Web Services, IBM iSeries, Microsoft SQL Server, Leadership, Disaster Recovery, Agile Methodologies, Project Management, Java, Access, Enterprise Software, Requirements Gathering, Linux, Testing
Education
Winona State University 1984 — 1986
B.S.
Saint John's University 1980 — 1981
Pacelli High School 1976 — 1980
Rankin Elementary 1968 — 1974
Rick Woelpper Rick Woelpper's Wells Fargo Experience August 2009 - March 2011
Job Service Delivery Manager at LiquidHUB/TD Bank
Industry Information Technology and Services
Experience
Service Delivery Manager LiquidHUB/TD Bank December 2014 - Present
Technology Professional September 2013 - Present
R H Woelpper Associates March 2010 - Present
Wachovia, A Wells Fargo Company August 2009 - March 2011
Wells Fargo August 2009 - March 2011
Managed File Transfer / Project management professional August 2009 - March 2011
EDS/EHRO 1986 - April 2008
EDS 2005 - 2008
EDS, an HP Company 1986 - 2008
Towers Perrin 1986 - 2005
Skills
System Design, Data Center, EDI, Vendor Management, Operational Support, Program Management, Solution Architecture, Project Management, SDLC, Security, Service Delivery, ITIL, Requirements Analysis, Visio, Disaster Recovery, Outsourcing, Software Project..., Enterprise Architecture, IT Management, Software Documentation, Business Analysis, Management, IT Strategy, Leadership, Data Warehousing, PMP, PMO, Integration, Requirements Gathering, IT Service Management, Enterprise Software, Team Management, Project Portfolio..., IT Operations, Business Process..., Business Process, Business Intelligence, Infrastructure, Information Technology
Education
Saint Joseph's University 1980 — 1986
BS, Information sciences
Service Delivery Manager LiquidHUB/TD Bank December 2014 - Present
Technology Professional September 2013 - Present
R H Woelpper Associates March 2010 - Present
Wachovia, A Wells Fargo Company August 2009 - March 2011
Wells Fargo August 2009 - March 2011
Managed File Transfer / Project management professional August 2009 - March 2011
EDS/EHRO 1986 - April 2008
EDS 2005 - 2008
EDS, an HP Company 1986 - 2008
Towers Perrin 1986 - 2005
Skills
System Design, Data Center, EDI, Vendor Management, Operational Support, Program Management, Solution Architecture, Project Management, SDLC, Security, Service Delivery, ITIL, Requirements Analysis, Visio, Disaster Recovery, Outsourcing, Software Project..., Enterprise Architecture, IT Management, Software Documentation, Business Analysis, Management, IT Strategy, Leadership, Data Warehousing, PMP, PMO, Integration, Requirements Gathering, IT Service Management, Enterprise Software, Team Management, Project Portfolio..., IT Operations, Business Process..., Business Process, Business Intelligence, Infrastructure, Information Technology
Education
Saint Joseph's University 1980 — 1986
BS, Information sciences
Jennifer Hickox's Wells Fargo Experience June 2015 - Present
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Citi January 2015 - May 2015
Walmart 2014 - January 2015
Winn-Dixie February 2014 - July 2014
Service Master Coastal Diaster Services January 2007 - January 2014
Skills
Cashiering, Loss Prevention, Inventory Control, Inventory Management, Merchandising, Customer Service, Retail Sales, Store Operations, Store Management, Cash Register, Customer Satisfaction, Data Entry, Sales, Telephone Skills, Time Management, Cash Handling, Retail, Phone Etiquette, Microsoft Word, Teamwork, Merchandise Planning, Profit, Shrinkage, Outlook
Education
Saint Johns River State College
Accounting technology
Wells Fargo June 2015 - Present
Citi January 2015 - May 2015
Walmart 2014 - January 2015
Winn-Dixie February 2014 - July 2014
Service Master Coastal Diaster Services January 2007 - January 2014
Skills
Cashiering, Loss Prevention, Inventory Control, Inventory Management, Merchandising, Customer Service, Retail Sales, Store Operations, Store Management, Cash Register, Customer Satisfaction, Data Entry, Sales, Telephone Skills, Time Management, Cash Handling, Retail, Phone Etiquette, Microsoft Word, Teamwork, Merchandise Planning, Profit, Shrinkage, Outlook
Education
Saint Johns River State College
Accounting technology
Jonathan Neitzke Jonathan Neitzke's Wells Fargo Experience August 2011 - October 2013
Job Trade Relations Analyst at Prime Therapeutics
Industry Financial Services
Experience
Prime Therapeutics May 2015 - Present
Towers Watson December 2013 - May 2015
Wells Fargo August 2011 - October 2013
Dakota County Transportation June 2007 - August 2011
Clemens Perk August 2007 - May 2011
Skills
Customer Service, Document Management, Government Loans, Loans, Data Analysis, Financial Analysis, Economics, Quantitative Analytics
Education
St. John's University 2007 — 2011
Bachelor of Arts (BA), Economics
Hastings High School 2003 — 2007
Prime Therapeutics May 2015 - Present
Towers Watson December 2013 - May 2015
Wells Fargo August 2011 - October 2013
Dakota County Transportation June 2007 - August 2011
Clemens Perk August 2007 - May 2011
Skills
Customer Service, Document Management, Government Loans, Loans, Data Analysis, Financial Analysis, Economics, Quantitative Analytics
Education
St. John's University 2007 — 2011
Bachelor of Arts (BA), Economics
Hastings High School 2003 — 2007
Kate Carlile's Wells Fargo Experience April 2011 - Present
Job Corporate Trust Relationship Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2011 - Present
USBank January 2007 - March 2011
Education
Saint Joseph's University
Bachelor of Science (BS), Professional and Liberal Studies, 3.8 GPA
Wells Fargo April 2011 - Present
USBank January 2007 - March 2011
Education
Saint Joseph's University
Bachelor of Science (BS), Professional and Liberal Studies, 3.8 GPA
Francis Barbosa Francis Barbosa's Wells Fargo Experience March 2001 - October 2001
Job Senior Strategic Business and Technology Leader for Information Management, Governance, and Insights
Industry Information Technology and Services
Experience
CPG Manufacturer September 2014 - Present
Insight Global July 2012 - May 2013
Sogeti February 2011 - July 2012
Wipro Technologies 2010 - March 2011
Deloitte Consulting May 2008 - May 2010
Keane, Inc. April 2004 - December 2007
Bell South January 2003 - January 2004
McDonald's June 2002 - January 2003
Wells Fargo March 2001 - October 2001
ATOS ORIGIN, INC. January 2000 - January 2001
Skills
Strategic Enterprise &..., Strategic Planning, Enterprise Architecture..., Enterprise Design &..., Enterprise Security..., Enterprise Software..., IT Organization..., International Delivery..., Technology / Business..., CMMi ITIL, PMI Six Sigma (Toyota..., Enterprise Architecture, Integration, Software Engineering, Program Management, ITIL, Business Information..., Databases, Data Analysis, Data Warehousing, Data Warehouse..., Business Planning, Business Intelligence, Business Process..., Business Process, Mergers, Organizational..., Organizational..., Organizational Structure, Organizational..., Organizational Culture, Organizational Design, Cross-functional Team..., Strategic Leadership, Thought Leadership, IT Strategy, Master Data Management, Mergers & Acquisitions, IT Management, SaaS, SDLC, Cloud Computing, ERP, Strategy, Analytics, Management Consulting, Governance, Consulting, Management, SOA
Education
University of Saint Thomas 2003 — 2004
Saint John's University 1991 — 1995
BA, English Literature
CPG Manufacturer September 2014 - Present
Insight Global July 2012 - May 2013
Sogeti February 2011 - July 2012
Wipro Technologies 2010 - March 2011
Deloitte Consulting May 2008 - May 2010
Keane, Inc. April 2004 - December 2007
Bell South January 2003 - January 2004
McDonald's June 2002 - January 2003
Wells Fargo March 2001 - October 2001
ATOS ORIGIN, INC. January 2000 - January 2001
Skills
Strategic Enterprise &..., Strategic Planning, Enterprise Architecture..., Enterprise Design &..., Enterprise Security..., Enterprise Software..., IT Organization..., International Delivery..., Technology / Business..., CMMi ITIL, PMI Six Sigma (Toyota..., Enterprise Architecture, Integration, Software Engineering, Program Management, ITIL, Business Information..., Databases, Data Analysis, Data Warehousing, Data Warehouse..., Business Planning, Business Intelligence, Business Process..., Business Process, Mergers, Organizational..., Organizational..., Organizational Structure, Organizational..., Organizational Culture, Organizational Design, Cross-functional Team..., Strategic Leadership, Thought Leadership, IT Strategy, Master Data Management, Mergers & Acquisitions, IT Management, SaaS, SDLC, Cloud Computing, ERP, Strategy, Analytics, Management Consulting, Governance, Consulting, Management, SOA
Education
University of Saint Thomas 2003 — 2004
Saint John's University 1991 — 1995
BA, English Literature
Eileen Sheehan Eileen Sheehan's Wells Fargo Experience August 1989 - Present
Job Senior Benefits Consultant at Wells Fargo Corporation
Industry Financial Services
Experience
Wells Fargo August 1989 - Present
Wachovia Corporation 2005 - 2007
First Union 1999 - 2005
CoreStates Financial Corporation 1996 - 1999
CoreStates Financial Corporation 1989 - 1996
Bellcore (Bell Communications Research, Inc.) 1987 - 1989
Arthur Anderson & Co. 1985 - 1987
Skills
Defined Benefit, Defined Contribution, Cash Balance, Mergers, Outsourcing, Vendor Management, Accounting, Financial Reporting, Sarbanes-Oxley, Benefit Communication
Education
Saint Joseph's University
Bachelor of Science (B.S.), Accounting
Wells Fargo August 1989 - Present
Wachovia Corporation 2005 - 2007
First Union 1999 - 2005
CoreStates Financial Corporation 1996 - 1999
CoreStates Financial Corporation 1989 - 1996
Bellcore (Bell Communications Research, Inc.) 1987 - 1989
Arthur Anderson & Co. 1985 - 1987
Skills
Defined Benefit, Defined Contribution, Cash Balance, Mergers, Outsourcing, Vendor Management, Accounting, Financial Reporting, Sarbanes-Oxley, Benefit Communication
Education
Saint Joseph's University
Bachelor of Science (B.S.), Accounting
Bill Zeits Bill Zeits's Wells Fargo Experience April 2011 - Present
Job Senior Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2011 - Present
TEK Consulting LLC August 2009 - April 2011
SunGard Consulting Services November 2006 - February 2009
Wachovia Capital Markets January 1998 - July 2006
CoreStates 1985 - 1998
Skills
PMO, SDLC, Risk Management, Business Analysis, Program Management, Vendor Management, Process Improvement, Financial Services, Banking, Project Portfolio..., Visio, Project Management, Management, Leadership, Testing, MS Project
Education
American Management Association (AMA) 2003 — 2003
Project Management for IT Professionals
Saint Joseph's University
BA, Business Administration
Wells Fargo April 2011 - Present
TEK Consulting LLC August 2009 - April 2011
SunGard Consulting Services November 2006 - February 2009
Wachovia Capital Markets January 1998 - July 2006
CoreStates 1985 - 1998
Skills
PMO, SDLC, Risk Management, Business Analysis, Program Management, Vendor Management, Process Improvement, Financial Services, Banking, Project Portfolio..., Visio, Project Management, Management, Leadership, Testing, MS Project
Education
American Management Association (AMA) 2003 — 2003
Project Management for IT Professionals
Saint Joseph's University
BA, Business Administration
Justin L. Larson, CTFA® Justin L. Larson, CTFA®'s Wells Fargo Experience July 2007 - June 2012
Job Trust Administrator at Fiduciary Counselling, Inc.
Industry Financial Services
Experience
Fiduciary Counselling, Inc. June 2012 - Present
Wells Fargo July 2007 - June 2012
Lutheran Music Program 2005 - 2007
Skills
Trust Services, Banking, Fiduciary Services, Wealth Management, Private Banking, Strategic Financial..., Customer Service, Outlook, Estate Planning, Risk Management, Wealth Management..., Management, Portfolio Management, Finance, Relationship Management, Asset Allocation, Trusts, Investments, Financial Services, Securities, Financial Planning
Education
Saint John's University 2001 — 2005
Bachelor of Arts (B.A.)
Fiduciary Counselling, Inc. June 2012 - Present
Wells Fargo July 2007 - June 2012
Lutheran Music Program 2005 - 2007
Skills
Trust Services, Banking, Fiduciary Services, Wealth Management, Private Banking, Strategic Financial..., Customer Service, Outlook, Estate Planning, Risk Management, Wealth Management..., Management, Portfolio Management, Finance, Relationship Management, Asset Allocation, Trusts, Investments, Financial Services, Securities, Financial Planning
Education
Saint John's University 2001 — 2005
Bachelor of Arts (B.A.)
Stephen Gunville Stephen Gunville's Wells Fargo Experience May 2006 - August 2006
Job Optum, UnitedHealth Group
Industry Information Technology and Services
Experience
Optum, UnitedHealth Group January 2015 - Present
Optum, UnitedHealth Group June 2014 - December 2014
Optum, UnitedHealth Group March 2013 - June 2014
OptumHealth, UnitedHealth Group February 2011 - March 2013
OptumHealth, UnitedHealth Group October 2009 - February 2011
UnitedHealth Group June 2007 - October 2009
Wells Fargo May 2006 - August 2006
Skills
Business Analysis, Requirements Gathering, Process Improvement, Integration, Business Requirements, SDLC, Vendor Management, Software Development, Management, Cross-functional Team..., Business Process..., Requirements Analysis, Program Management
Education
St. John's University 2003 — 2007
BA, Management: Business Administration
Benilde St. Margarets 1999 — 2003
Optum, UnitedHealth Group January 2015 - Present
Optum, UnitedHealth Group June 2014 - December 2014
Optum, UnitedHealth Group March 2013 - June 2014
OptumHealth, UnitedHealth Group February 2011 - March 2013
OptumHealth, UnitedHealth Group October 2009 - February 2011
UnitedHealth Group June 2007 - October 2009
Wells Fargo May 2006 - August 2006
Skills
Business Analysis, Requirements Gathering, Process Improvement, Integration, Business Requirements, SDLC, Vendor Management, Software Development, Management, Cross-functional Team..., Business Process..., Requirements Analysis, Program Management
Education
St. John's University 2003 — 2007
BA, Management: Business Administration
Benilde St. Margarets 1999 — 2003
Larimore, Jody Larimore, Jody's Wells Fargo Experience March 2010 - Present
Job SPHR Human Resources at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Wholesale Services Group March 2014 - Present
Wells Fargo March 2010 - Present
Wells Fargo November 2005 - March 2010
Wells Fargo May 1998 - November 2005
Nike September 1997 - April 1998
ADC Telecommunication October 1996 - September 1997
Boise Cascade August 1981 - August 1996
Skills
Executive Coaching, Succession Planning, Talent Development, Organizational..., Coaching, Employee Relations, Organizational..., Change Management, Talent Management, Management, Human Resources, Leadership, Talent Acquisition, Recruiting, Performance Management, Mergers & Acquisitions, Personnel Management, Leadership Development, Team Building, Onboarding, Organizational Design, Training, Start-ups
Education
University of Portland 1988 — 1995
Masters Degree, Human Resources/Business Communications
University of Portland 1987 — 1995
MS, Human Resources/Business
Saint Joseph's College 1979 — 1983
BS, Health Care Administratoin
Wells Fargo Wholesale Services Group March 2014 - Present
Wells Fargo March 2010 - Present
Wells Fargo November 2005 - March 2010
Wells Fargo May 1998 - November 2005
Nike September 1997 - April 1998
ADC Telecommunication October 1996 - September 1997
Boise Cascade August 1981 - August 1996
Skills
Executive Coaching, Succession Planning, Talent Development, Organizational..., Coaching, Employee Relations, Organizational..., Change Management, Talent Management, Management, Human Resources, Leadership, Talent Acquisition, Recruiting, Performance Management, Mergers & Acquisitions, Personnel Management, Leadership Development, Team Building, Onboarding, Organizational Design, Training, Start-ups
Education
University of Portland 1988 — 1995
Masters Degree, Human Resources/Business Communications
University of Portland 1987 — 1995
MS, Human Resources/Business
Saint Joseph's College 1979 — 1983
BS, Health Care Administratoin
Mike Balbirnie Mike Balbirnie's Wells Fargo Experience December 2009 - July 2010
Job EVP Chief Audit Executive at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation September 2010 - Present
Wells Fargo December 2009 - July 2010
Wells Fargo January 2009 - December 2009
Wachovia, A Wells Fargo Company January 1997 - December 2008
First Fidelity Bancorp September 1990 - December 1996
KPMG September 1981 - September 1990
Skills
Auditing, Risk Management, Due Diligence, Change Management, Strategy, Analysis, Internal Audit, Management, Governance, Finance, Financial Risk, Process Improvement, Financial Services, Operational Risk..., Leadership, Internal Controls, Enterprise Risk..., Budgets, Mergers & Acquisitions, Credit, Business Intelligence, Management Consulting, Business Analysis, Strategic Financial..., Financial Reporting, Risk Assessment, Banking, Compliance, Acquisition Integration, Security, Talent Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Saint Joseph's University 1976 — 1980
B.S.
Regions Financial Corporation September 2010 - Present
Wells Fargo December 2009 - July 2010
Wells Fargo January 2009 - December 2009
Wachovia, A Wells Fargo Company January 1997 - December 2008
First Fidelity Bancorp September 1990 - December 1996
KPMG September 1981 - September 1990
Skills
Auditing, Risk Management, Due Diligence, Change Management, Strategy, Analysis, Internal Audit, Management, Governance, Finance, Financial Risk, Process Improvement, Financial Services, Operational Risk..., Leadership, Internal Controls, Enterprise Risk..., Budgets, Mergers & Acquisitions, Credit, Business Intelligence, Management Consulting, Business Analysis, Strategic Financial..., Financial Reporting, Risk Assessment, Banking, Compliance, Acquisition Integration, Security, Talent Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Saint Joseph's University 1976 — 1980
B.S.
Aric Ortman Aric Ortman's Wells Fargo Experience March 2006 - November 2006
Job Senior Development Manager at JDR Solutions
Industry Computer Software
Experience
JDR Solutions September 2011 - Present
GC Services February 2011 - Present
Marlin Leasing October 2009 - February 2011
Sapphire Technologies May 2009 - July 2009
International Decision Systems August 2007 - February 2009
United Health Group February 2007 - August 2007
Wells Fargo March 2006 - November 2006
Wells Fargo March 2005 - March 2006
Wells Fargo March 2004 - March 2005
Saint John's University September 1997 - October 1999
Skills
Troubleshooting, Software Documentation, SharePoint, Databases, Networking, Windows, Security, Computer Hardware, Unix, Technical Support, Active Directory, Disaster Recovery, Operating Systems, Access
Education
Saint John's University 1996 — 2001
BA, Computer Science
JDR Solutions September 2011 - Present
GC Services February 2011 - Present
Marlin Leasing October 2009 - February 2011
Sapphire Technologies May 2009 - July 2009
International Decision Systems August 2007 - February 2009
United Health Group February 2007 - August 2007
Wells Fargo March 2006 - November 2006
Wells Fargo March 2005 - March 2006
Wells Fargo March 2004 - March 2005
Saint John's University September 1997 - October 1999
Skills
Troubleshooting, Software Documentation, SharePoint, Databases, Networking, Windows, Security, Computer Hardware, Unix, Technical Support, Active Directory, Disaster Recovery, Operating Systems, Access
Education
Saint John's University 1996 — 2001
BA, Computer Science
Nicholas Forliti, CFP(R), AAMS Nicholas Forliti, CFP(R), AAMS's Wells Fargo Experience May 2006 - August 2006
Job Financial Advisor,Certified Financial Planner professional, Ameriprsie Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Palen, Hammes, and Associates, Ameriprise Financial Inc. August 2007 - September 2013
Wells Fargo May 2006 - August 2006
Top Shelf Hockey Camp 2000 - 2006
Education
St. John's University 2003 — 2007
Bachelor of Arts, Finance, Communication
Ameriprise Financial Services, Inc. September 2013 - Present
Palen, Hammes, and Associates, Ameriprise Financial Inc. August 2007 - September 2013
Wells Fargo May 2006 - August 2006
Top Shelf Hockey Camp 2000 - 2006
Education
St. John's University 2003 — 2007
Bachelor of Arts, Finance, Communication
Justin Ahlstrom Justin Ahlstrom's Wells Fargo Experience March 2015 - Present
Job HR Analytics at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2015 - Present
Wells Fargo August 2011 - Present
Wells Fargo November 2009 - July 2011
Wells Fargo February 2008 - October 2009
G&K Services 2005 - 2008
Skills
Incentive Compensation..., Sales Compensation, Compensation Consulting, Statistical Modeling, HRIS, VBA, VB.NET, SQL, SAS, PeopleSoft, SharePoint, Analytics, Incentive Programs, Management, Executive Pay, Succession Planning, Process Improvement
Education
University of Minnesota - Carlson School of Management 2002 — 2005
MA, Human Resources and Industrial Relations
Saint John's University 1998 — 2002
BA, Psychology
Wells Fargo March 2015 - Present
Wells Fargo August 2011 - Present
Wells Fargo November 2009 - July 2011
Wells Fargo February 2008 - October 2009
G&K Services 2005 - 2008
Skills
Incentive Compensation..., Sales Compensation, Compensation Consulting, Statistical Modeling, HRIS, VBA, VB.NET, SQL, SAS, PeopleSoft, SharePoint, Analytics, Incentive Programs, Management, Executive Pay, Succession Planning, Process Improvement
Education
University of Minnesota - Carlson School of Management 2002 — 2005
MA, Human Resources and Industrial Relations
Saint John's University 1998 — 2002
BA, Psychology
Nicholas Patti Nicholas Patti's Wells Fargo Experience August 2013 - Present
Job Regional Banking Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
Wells Fargo Bank January 2012 - August 2013
JPMorgan Chase November 2008 - December 2011
Skills
Banking, Personal Banking, Relationship Management, Business Relationship..., Series 7, Licensed banker, Loans, Finance, Financial Services, Mortgage Lending, Wealth Management
Education
Monsignor Farrell High School 2000 — 2004
St. John's University
Wells Fargo August 2013 - Present
Wells Fargo Bank January 2012 - August 2013
JPMorgan Chase November 2008 - December 2011
Skills
Banking, Personal Banking, Relationship Management, Business Relationship..., Series 7, Licensed banker, Loans, Finance, Financial Services, Mortgage Lending, Wealth Management
Education
Monsignor Farrell High School 2000 — 2004
St. John's University
Nicholas P Maus Nicholas P Maus's Wells Fargo Experience September 2015 - Present
Job Compliance Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2015 - Present
Wells Fargo Insurance Services January 2014 - September 2015
Wells Fargo Home Mortgage September 2011 - January 2014
Wells Fargo Home Mortgage June 2006 - September 2011
Wells Fargo Home Mortgage May 2005 - June 2006
Skills
Finance, Loans, Management, Insurance, Sales, Microsoft Office, Mortgage Lending, Risk Management, Loan Origination, Financial Services, Loan Servicing, Software Documentation, Capital Markets, Operational Risk
Education
St. John's University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Wells Fargo September 2015 - Present
Wells Fargo Insurance Services January 2014 - September 2015
Wells Fargo Home Mortgage September 2011 - January 2014
Wells Fargo Home Mortgage June 2006 - September 2011
Wells Fargo Home Mortgage May 2005 - June 2006
Skills
Finance, Loans, Management, Insurance, Sales, Microsoft Office, Mortgage Lending, Risk Management, Loan Origination, Financial Services, Loan Servicing, Software Documentation, Capital Markets, Operational Risk
Education
St. John's University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Anthony Gifoli Anthony Gifoli's Wells Fargo Experience October 2011 - Present
Job Community Bank District Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo October 2011 - Present
Wells Fargo October 2009 - October 2011
Skills
Consumer Lending, Strategic Financial..., Strategic Planning, Business Development, Coaching, Customer Service, Marketing Strategy, Financial Analysis, Banking, Credit, Investments, Financial Modeling, Loans, Series 7
Education
Richard Stockton College of New Jersey 2005 — 2006
MBA, Finance
Saint Joseph's University 1999 — 2003
BS, Economics
Wells Fargo October 2011 - Present
Wells Fargo October 2009 - October 2011
Skills
Consumer Lending, Strategic Financial..., Strategic Planning, Business Development, Coaching, Customer Service, Marketing Strategy, Financial Analysis, Banking, Credit, Investments, Financial Modeling, Loans, Series 7
Education
Richard Stockton College of New Jersey 2005 — 2006
MBA, Finance
Saint Joseph's University 1999 — 2003
BS, Economics
Kevin Czekanski Kevin Czekanski's Wells Fargo Experience November 2014 - Present
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
J.P. Morgan October 2013 - October 2014
PHH Corporation June 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, Research, Public Speaking, Photoshop, Outlook, Analysis, Leadership, Data Analysis, Sales, Marketing
Education
Saint Joseph's University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Wells Fargo November 2014 - Present
J.P. Morgan October 2013 - October 2014
PHH Corporation June 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, Research, Public Speaking, Photoshop, Outlook, Analysis, Leadership, Data Analysis, Sales, Marketing
Education
Saint Joseph's University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Collin Knoff's Wells Fargo Experience April 2015 - Present
Job Business Payroll Services Executive Account Manager at Wells Fargo
Industry Design
Experience
CK Landscaping June 2014 - Present
Wells Fargo April 2015 - Present
Freelance 2014 - Present
Wells Fargo May 2014 - April 2015
Wells Fargo 2012 - May 2014
American Security LLC May 2008 - December 2012
Max-Bilt LLC September 2010 - December 2011
Max-Bilt LLC October 2009 - May 2010
Skills
Illustrator, Model Making, InDesign, Research, Drawing, Customer Service, Payroll, Payroll Processing, Payroll Services, Payroll Taxes, Qualified Retirement..., Retirement, Employee Benefits, Data Entry, ACH, Industrial Design, MIG welding, Woodworking, Painting, Vacuum Forming, Hand Drawing, Photoshop, Rhino 3D, Alias, Hypershot, Wacom Tablet, User Interface Design, Ergonomics, Interpersonal..., Teamwork, Sculpture, Metal Fabrication, Foam Carving, Patent Drawings, Color Renderings, 401k, 401k Rollovers, Finance, Multi-state Payroll..., Pensions, Client Services, Sketching
Education
University of Wisconsin-Stout 2007 — 2012
Graduate; BFA, Industrial Design
Saint John's University 2006 — 2007
CK Landscaping June 2014 - Present
Wells Fargo April 2015 - Present
Freelance 2014 - Present
Wells Fargo May 2014 - April 2015
Wells Fargo 2012 - May 2014
American Security LLC May 2008 - December 2012
Max-Bilt LLC September 2010 - December 2011
Max-Bilt LLC October 2009 - May 2010
Skills
Illustrator, Model Making, InDesign, Research, Drawing, Customer Service, Payroll, Payroll Processing, Payroll Services, Payroll Taxes, Qualified Retirement..., Retirement, Employee Benefits, Data Entry, ACH, Industrial Design, MIG welding, Woodworking, Painting, Vacuum Forming, Hand Drawing, Photoshop, Rhino 3D, Alias, Hypershot, Wacom Tablet, User Interface Design, Ergonomics, Interpersonal..., Teamwork, Sculpture, Metal Fabrication, Foam Carving, Patent Drawings, Color Renderings, 401k, 401k Rollovers, Finance, Multi-state Payroll..., Pensions, Client Services, Sketching
Education
University of Wisconsin-Stout 2007 — 2012
Graduate; BFA, Industrial Design
Saint John's University 2006 — 2007
Brian Fritz's Wells Fargo Experience 1998 - 2008
Job Divisional Manager at American Mortgage & Equity Consultants, Inc. #NMLS 400260
Industry Financial Services
Experience
American Mortgage and Equity Consultants June 2015 - Present
Marketplace Home Mortgage August 2012 - May 2015
Wells Fargo Home Mortgage November 1998 - August 2012
Wells Fargo 1998 - 2008
TCF Bank June 1997 - November 1998
Skills
Mortgage Lending, Recruiting, Move Up Buyers, Coaching, Mortgage Banking, FHA financing, FHA, Refinance, Loan Origination, Residential Mortgages, Home Equity, Construction Loans, Insurance, Credit, Management, Mortgage Underwriting, First Time Home Buyers, Finance, Loans, Investment Properties, Reverse Mortgages, Sales, Banking, Selling, Real Estate Economics, Underwriting, Credit Analysis, Government Loans, Teamwork, Social Engineering, Consumer Lending, Leadership, FHA Financing, Renovation, Commercial Lending, Referrals, Real Estate, Commercial Mortgages, Real Estate Financing, Sellers, Small Business Lending
Education
Saint John's University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Saint Johns University 1993 — 1997
BA, Political Science
American Mortgage and Equity Consultants June 2015 - Present
Marketplace Home Mortgage August 2012 - May 2015
Wells Fargo Home Mortgage November 1998 - August 2012
Wells Fargo 1998 - 2008
TCF Bank June 1997 - November 1998
Skills
Mortgage Lending, Recruiting, Move Up Buyers, Coaching, Mortgage Banking, FHA financing, FHA, Refinance, Loan Origination, Residential Mortgages, Home Equity, Construction Loans, Insurance, Credit, Management, Mortgage Underwriting, First Time Home Buyers, Finance, Loans, Investment Properties, Reverse Mortgages, Sales, Banking, Selling, Real Estate Economics, Underwriting, Credit Analysis, Government Loans, Teamwork, Social Engineering, Consumer Lending, Leadership, FHA Financing, Renovation, Commercial Lending, Referrals, Real Estate, Commercial Mortgages, Real Estate Financing, Sellers, Small Business Lending
Education
Saint John's University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Saint Johns University 1993 — 1997
BA, Political Science
Alexander Armbruster Alexander Armbruster's Wells Fargo Experience February 2012 - Present
Job Lead Teller at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2012 - Present
Cracker Barrel August 2011 - February 2012
Walmart August 2010 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research
Education
University of Florida 2012 — 2014
Bachelor of Science (B.S.), Business Administration
Saint Johns River State College 2010 — 2011
Associate of Arts (A.A.)
Wells Fargo February 2012 - Present
Cracker Barrel August 2011 - February 2012
Walmart August 2010 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research
Education
University of Florida 2012 — 2014
Bachelor of Science (B.S.), Business Administration
Saint Johns River State College 2010 — 2011
Associate of Arts (A.A.)
Joe Lofboom Joe Lofboom's Wells Fargo Experience November 2009 - February 2010
Job Insurance Producer at State Farm
Industry Insurance
Experience
Mark A. Peterson State Farm Agency June 2012 - Present
Wells Fargo Auto Finance September 2010 - June 2012
Wells Fargo Auto Finance February 2010 - September 2010
Wells Fargo November 2009 - February 2010
CBeyond Communications June 2009 - September 2009
Saint John's Information Desk September 2005 - January 2008
Skills
Direct Sales, Sales Operations, Sales Process, International Sales, Communication, Operations Management, Leadership, Customer Service, Insurance, Account Management, Cold Calling, Time Management, Sales, Management, Microsoft Excel, Microsoft Word, Team Building, Microsoft Office, Marketing
Education
St. John's University 2005 — 2009
Bachelor of Arts, Business Management and Communications
Mark A. Peterson State Farm Agency June 2012 - Present
Wells Fargo Auto Finance September 2010 - June 2012
Wells Fargo Auto Finance February 2010 - September 2010
Wells Fargo November 2009 - February 2010
CBeyond Communications June 2009 - September 2009
Saint John's Information Desk September 2005 - January 2008
Skills
Direct Sales, Sales Operations, Sales Process, International Sales, Communication, Operations Management, Leadership, Customer Service, Insurance, Account Management, Cold Calling, Time Management, Sales, Management, Microsoft Excel, Microsoft Word, Team Building, Microsoft Office, Marketing
Education
St. John's University 2005 — 2009
Bachelor of Arts, Business Management and Communications
Dave Dahl Dave Dahl's Wells Fargo Experience May 2010 - October 2012
Job Business Analyst
Industry Retail
Experience
UnitedHealth Group April 2015 - Present
Target July 2014 - Present
Target October 2012 - July 2014
Wells Fargo May 2010 - October 2012
Wells Fargo October 2009 - May 2010
Taiyang Gong English Kindergarten September 2008 - July 2009
Skills
Risk Management, Microsoft Excel, Analysis, Banking, Supply Chain, Transportation, Vendor Management, Sourcing, Loans, Mortgage Lending, Mortgage Banking, Credit, Mortgage Underwriting, Loss Mitigation, Merchandising, Procurement
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Master of Business Administration (MBA)
St. John's University 2004 — 2008
Bachelor's, International Business
UnitedHealth Group April 2015 - Present
Target July 2014 - Present
Target October 2012 - July 2014
Wells Fargo May 2010 - October 2012
Wells Fargo October 2009 - May 2010
Taiyang Gong English Kindergarten September 2008 - July 2009
Skills
Risk Management, Microsoft Excel, Analysis, Banking, Supply Chain, Transportation, Vendor Management, Sourcing, Loans, Mortgage Lending, Mortgage Banking, Credit, Mortgage Underwriting, Loss Mitigation, Merchandising, Procurement
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Master of Business Administration (MBA)
St. John's University 2004 — 2008
Bachelor's, International Business
Michael McKeever's Wells Fargo Experience April 2013 - Present
Job Lending Manager at Wells Fargo
Industry Consumer Services
Experience
Wells Fargo April 2013 - Present
Wells Fargo Home Mortgage September 2011 - Present
CU Companies November 2010 - September 2011
Quail Steel May 2010 - September 2010
MSpace January 2009 - October 2009
Wells Fargo Home Mortgage May 2007 - January 2009
Skills
Financial Analysis, Financial Services, Financial Modeling, VA loans, Customer Service, Mortgage Servicing, Credit Reports, Small Business Lending, Sales, LPS, Cold Calling, Accounting, Credit, Mortgage Lending
Education
St. John's University 2003 — 2007
Organizational Leadership
Wells Fargo April 2013 - Present
Wells Fargo Home Mortgage September 2011 - Present
CU Companies November 2010 - September 2011
Quail Steel May 2010 - September 2010
MSpace January 2009 - October 2009
Wells Fargo Home Mortgage May 2007 - January 2009
Skills
Financial Analysis, Financial Services, Financial Modeling, VA loans, Customer Service, Mortgage Servicing, Credit Reports, Small Business Lending, Sales, LPS, Cold Calling, Accounting, Credit, Mortgage Lending
Education
St. John's University 2003 — 2007
Organizational Leadership
David Wagle's Wells Fargo Experience May 2000 - January 2015
Job Business Analyst Consultant at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group March 2015 - Present
Wells Fargo May 2000 - January 2015
Charter Consulting 1999 - 2000
Rainforest Cafe 1998 - 1999
HealthPartners 1997 - 1999
Skills
Process Improvement, Management, Disaster Recovery, Enterprise Architecture, Business Process, Analysis, Information Security, Vendor Management, IT Strategy, Team Building, Budgets, Information Security..., Enterprise Software, Forecasting, Risk Management, Requirements Analysis, TCP/IP, Business Analysis, Governance, Collaborative Problem..., PMP, Consulting, Strategy, Program Management, Leadership, IT Management, Project Management, Change Management, Requirements Gathering, ITIL, Team Leadership, Information Technology, Analytics, Problem Solving, PMO, Business Process..., IT Service Management, Cross-functional Team..., Project Planning, Documentation, Management Consulting, Business Requirements, Data Analysis, Systems Analysis, Policy, Policy Writing, Team Management, Agile Methodologies
Education
University of Minnesota - Carlson School of Management 2015 — 2018
Master of Business Administration (M.B.A.), International Business
Ft. Hays State University 2013 — 2015
Bachelor’s Degree, Psychology
St. John's University 1996 — 1998
Master of Arts (M.A.), Systematics
St. Mary's University 1989 — 1995
Bachelor of Science (BS), Computer Science
UnitedHealth Group March 2015 - Present
Wells Fargo May 2000 - January 2015
Charter Consulting 1999 - 2000
Rainforest Cafe 1998 - 1999
HealthPartners 1997 - 1999
Skills
Process Improvement, Management, Disaster Recovery, Enterprise Architecture, Business Process, Analysis, Information Security, Vendor Management, IT Strategy, Team Building, Budgets, Information Security..., Enterprise Software, Forecasting, Risk Management, Requirements Analysis, TCP/IP, Business Analysis, Governance, Collaborative Problem..., PMP, Consulting, Strategy, Program Management, Leadership, IT Management, Project Management, Change Management, Requirements Gathering, ITIL, Team Leadership, Information Technology, Analytics, Problem Solving, PMO, Business Process..., IT Service Management, Cross-functional Team..., Project Planning, Documentation, Management Consulting, Business Requirements, Data Analysis, Systems Analysis, Policy, Policy Writing, Team Management, Agile Methodologies
Education
University of Minnesota - Carlson School of Management 2015 — 2018
Master of Business Administration (M.B.A.), International Business
Ft. Hays State University 2013 — 2015
Bachelor’s Degree, Psychology
St. John's University 1996 — 1998
Master of Arts (M.A.), Systematics
St. Mary's University 1989 — 1995
Bachelor of Science (BS), Computer Science
Frank Pennisi Frank Pennisi's Wells Fargo Experience January 2013 - May 2013
Job Vice President, Branch Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2013 - Present
Wells Fargo January 2013 - May 2013
JPMorgan Chase October 2011 - January 2013
JPMorgan Chase June 2009 - October 2011
State Bank of Long Island May 2006 - May 2009
Skills
Series 6, Series 63, Notary Public, Bilingual, Sales, Banking, Management, Customer Experience, Customer Service, CRM, Consumer Lending, Small Business Lending, Commercial Lending, Mortgage Lending, Credit, Loans, Commercial Banking, Sales Management, Lines Of Credit, Credit Analysis
Education
St. John's University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Benjamin N. Cardozo High School
JPMorgan Chase May 2013 - Present
Wells Fargo January 2013 - May 2013
JPMorgan Chase October 2011 - January 2013
JPMorgan Chase June 2009 - October 2011
State Bank of Long Island May 2006 - May 2009
Skills
Series 6, Series 63, Notary Public, Bilingual, Sales, Banking, Management, Customer Experience, Customer Service, CRM, Consumer Lending, Small Business Lending, Commercial Lending, Mortgage Lending, Credit, Loans, Commercial Banking, Sales Management, Lines Of Credit, Credit Analysis
Education
St. John's University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Benjamin N. Cardozo High School
Christopher Munoz Christopher Munoz's Wells Fargo Experience 2011 - 2013
Job Branch Manager, Assistant Vice President at PNC
Industry Banking
Experience
PNC March 2013 - Present
Wells Fargo 2011 - 2013
Health Advocate 2006 - 2009
Titans lax 2005 - 2006
Titans lax 2005 - 2006
Skills
Banking, Strategic Financial..., Customer Service, Loan Origination, Business Development, Cross Selling, Management, Sales, Financial Services, CRM, Budgets, Retail Banking, Finance, Leadership, Microsoft Office, Credit, Loans, Financial Analysis, Financial Planning, Commercial Banking, Consumer Lending
Education
Saint Joseph's University 2006 — 2010
BS, Finance
PNC March 2013 - Present
Wells Fargo 2011 - 2013
Health Advocate 2006 - 2009
Titans lax 2005 - 2006
Titans lax 2005 - 2006
Skills
Banking, Strategic Financial..., Customer Service, Loan Origination, Business Development, Cross Selling, Management, Sales, Financial Services, CRM, Budgets, Retail Banking, Finance, Leadership, Microsoft Office, Credit, Loans, Financial Analysis, Financial Planning, Commercial Banking, Consumer Lending
Education
Saint Joseph's University 2006 — 2010
BS, Finance
Ethan Eid's Wells Fargo Experience October 2010 - July 2013
Job Associate at Northstar Capital
Industry Investment Management
Experience
Northstar Capital February 2015 - Present
Northstar Capital July 2013 - February 2015
Wells Fargo October 2010 - July 2013
Education
St. John's University 2006 — 2010
BA, Economics, Political Science & Philosophy
Northstar Capital February 2015 - Present
Northstar Capital July 2013 - February 2015
Wells Fargo October 2010 - July 2013
Education
St. John's University 2006 — 2010
BA, Economics, Political Science & Philosophy
Mark Ketzner Mark Ketzner's Wells Fargo Experience September 2011 - April 2013
Job Marketing and Product Management Professional
Industry Marketing and Advertising
Experience
TIAA-CREF May 2014 - Present
BeTheSmartMoney.com January 2011 - Present
The North Highland Company June 2013 - May 2014
Wells Fargo September 2011 - April 2013
Acxiom July 2010 - August 2011
Ally Financial Inc. August 2009 - May 2010
Bank of America December 2008 - August 2009
Bank of America February 2006 - July 2009
Bank of America August 2004 - February 2006
Aspect Communications March 2001 - November 2003
Skills
Customer Acquisition, Database Marketing, Direct Marketing, Digital Marketing, Integrated Marketing, Customer Retention, Portfolio Management, Lead Generation, CRM, Segmentation, Email Marketing, Strategy, Analytics, Competitive Analysis, Product Management, E-commerce, Online Advertising, Product Marketing, Multi-channel Marketing
Education
Saint John's University 1993 — 1997
BA, Business Management
TIAA-CREF May 2014 - Present
BeTheSmartMoney.com January 2011 - Present
The North Highland Company June 2013 - May 2014
Wells Fargo September 2011 - April 2013
Acxiom July 2010 - August 2011
Ally Financial Inc. August 2009 - May 2010
Bank of America December 2008 - August 2009
Bank of America February 2006 - July 2009
Bank of America August 2004 - February 2006
Aspect Communications March 2001 - November 2003
Skills
Customer Acquisition, Database Marketing, Direct Marketing, Digital Marketing, Integrated Marketing, Customer Retention, Portfolio Management, Lead Generation, CRM, Segmentation, Email Marketing, Strategy, Analytics, Competitive Analysis, Product Management, E-commerce, Online Advertising, Product Marketing, Multi-channel Marketing
Education
Saint John's University 1993 — 1997
BA, Business Management
Jackie Coley Jackie Coley's Wells Fargo Experience July 1990 - May 2006
Job operations specialist 2 at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Financial May 2006 - Present
Wells Fargo July 1990 - May 2006
Skills
Banking, Risk Management, Insurance, Customer Service, Financial Services, Process Improvement, Job Coaching, Internal Communications
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Katherine Gibbs School for criminal justice 2008 — 2009
Criminal Justice/Law Enforcement Administration
Wells Fargo Financial May 2006 - Present
Wells Fargo July 1990 - May 2006
Skills
Banking, Risk Management, Insurance, Customer Service, Financial Services, Process Improvement, Job Coaching, Internal Communications
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Katherine Gibbs School for criminal justice 2008 — 2009
Criminal Justice/Law Enforcement Administration
Crystal Green Hoffler Crystal Green Hoffler's Wells Fargo Experience August 2006 - June 2010
Job Practice Administrator at MedStar Health
Industry Hospital & Health Care
Experience
MedStar Health March 2013 - Present
RMC July 2011 - February 2013
Wells Fargo August 2006 - June 2010
Wells Fargo & Company Inc August 2006 - June 2010
Wells Fargo Financial Acceptance Inc June 2005 - August 2006
Wells Fargo Financial Acceptance Inc January 2004 - June 2005
Wells Fargo Financial Pennsylvania Inc January 1997 - January 2004
Mass Mutual Incorporated June 1995 - March 1996
Mass Mutual Incorporated June 1995 - March 1996
Skills
Process Improvement, Credit, Loans, Finance, Financial Risk, Underwriting, Strategic Financial..., Leadership, Accounting, Auditing, Financial Services, Analysis, Policy, Management, Accounts Receivable
Education
Saint Joseph's University 2002 — 2005
Master of Science, Health Administration
Saint Joseph's University 2002 — 2005
Master of Science, Health Administration; Human Service Administration
Lincoln University 1991 — 1995
Bachelor of Science, Business Administration and Management
MedStar Health March 2013 - Present
RMC July 2011 - February 2013
Wells Fargo August 2006 - June 2010
Wells Fargo & Company Inc August 2006 - June 2010
Wells Fargo Financial Acceptance Inc June 2005 - August 2006
Wells Fargo Financial Acceptance Inc January 2004 - June 2005
Wells Fargo Financial Pennsylvania Inc January 1997 - January 2004
Mass Mutual Incorporated June 1995 - March 1996
Mass Mutual Incorporated June 1995 - March 1996
Skills
Process Improvement, Credit, Loans, Finance, Financial Risk, Underwriting, Strategic Financial..., Leadership, Accounting, Auditing, Financial Services, Analysis, Policy, Management, Accounts Receivable
Education
Saint Joseph's University 2002 — 2005
Master of Science, Health Administration
Saint Joseph's University 2002 — 2005
Master of Science, Health Administration; Human Service Administration
Lincoln University 1991 — 1995
Bachelor of Science, Business Administration and Management
Adam R. Streater's Wells Fargo Experience April 2012 - Present
Job Financial Consultant 4 Corporate Treasury at Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo April 2012 - Present
MoneyGram International June 2009 - April 2012
Citi September 2007 - May 2009
UBS May 2003 - September 2007
PaineWebber May 2002 - May 2003
Skills
Financial Analysis, Financial Modeling, Treasury Management, Strategic Financial..., Essbase, Banking, Cash Management, Investments, Portfolio Management, Treasury, Risk Management, Corporate Finance, Capital Markets, Stress Testing, ICAAP, Project Management, CCAR
Education
University of St. Thomas
MBA, Finance
St. John's University
BA, Economics
Wells Fargo April 2012 - Present
MoneyGram International June 2009 - April 2012
Citi September 2007 - May 2009
UBS May 2003 - September 2007
PaineWebber May 2002 - May 2003
Skills
Financial Analysis, Financial Modeling, Treasury Management, Strategic Financial..., Essbase, Banking, Cash Management, Investments, Portfolio Management, Treasury, Risk Management, Corporate Finance, Capital Markets, Stress Testing, ICAAP, Project Management, CCAR
Education
University of St. Thomas
MBA, Finance
St. John's University
BA, Economics
Jeremy Culp's Wells Fargo Experience July 2006 - September 2008
Job Consultant at Fourcast Management
Industry Financial Services
Experience
Fourcast Management October 2011 - Present
Frontline Solutions September 2009 - October 2011
Wells Fargo July 2006 - September 2008
T. Rowe Price October 1995 - July 2006
Skills
Program Management, Process Improvement, Change Management, Strategic Planning, Project Management, Financial Analysis, Business Process..., Management, PMP, Business Analysis, Analysis, Risk Management, Data Analysis, Customer Service, Requirements Analysis, SDLC, Requirements Gathering
Education
Saint Joseph's University 1991 — 1995
Bachelor of Science (B.S.), Foood Marketing
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.)
Fourcast Management October 2011 - Present
Frontline Solutions September 2009 - October 2011
Wells Fargo July 2006 - September 2008
T. Rowe Price October 1995 - July 2006
Skills
Program Management, Process Improvement, Change Management, Strategic Planning, Project Management, Financial Analysis, Business Process..., Management, PMP, Business Analysis, Analysis, Risk Management, Data Analysis, Customer Service, Requirements Analysis, SDLC, Requirements Gathering
Education
Saint Joseph's University 1991 — 1995
Bachelor of Science (B.S.), Foood Marketing
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.)
Jerry Maher's Wells Fargo Experience 1984 - 1999
Job Volunteer Medicare Counselor at Senior Community Services
Industry Human Resources
Experience
Senior Community Services 2008 - Present
GEM Consulting November 1999 - Present
Minnesota Genealogical Society 2008 - 2013
Wells Fargo 1984 - 1999
Honeywell, Inc 1980 - 1984
Skills
Program Management, Strategic Planning, Organizational..., Management Consulting, Organizational Design, Team Building, Public Speaking, Business Strategy, Change Management, Coaching, Cross-functional Team..., Employee Benefits, Fundraising, Insurance, Leadership, Leadership Development, Medicare, Nonprofits, Organizational..., Performance Management, Process Improvement, Project Management, Strategy
Education
Saint John's University 1960 — 1964
Senior Community Services 2008 - Present
GEM Consulting November 1999 - Present
Minnesota Genealogical Society 2008 - 2013
Wells Fargo 1984 - 1999
Honeywell, Inc 1980 - 1984
Skills
Program Management, Strategic Planning, Organizational..., Management Consulting, Organizational Design, Team Building, Public Speaking, Business Strategy, Change Management, Coaching, Cross-functional Team..., Employee Benefits, Fundraising, Insurance, Leadership, Leadership Development, Medicare, Nonprofits, Organizational..., Performance Management, Process Improvement, Project Management, Strategy
Education
Saint John's University 1960 — 1964
Tony Giuliani's Wells Fargo Experience June 1999 - Present
Job Operational Risk ConsultantVP at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage September 2013 - Present
Wells Fargo June 1999 - Present
Skills
Mortgage Lending, Loans, Requirements Gathering, Credit Analysis, Insurance, Leadership, Business Process, Team Building, Risk Management, Coaching, Banking, Strategy, Budgets, Business Analysis, Analysis, SDLC, Program Management
Education
Saint John's University 1995 — 1999
Wells Fargo Home Mortgage September 2013 - Present
Wells Fargo June 1999 - Present
Skills
Mortgage Lending, Loans, Requirements Gathering, Credit Analysis, Insurance, Leadership, Business Process, Team Building, Risk Management, Coaching, Banking, Strategy, Budgets, Business Analysis, Analysis, SDLC, Program Management
Education
Saint John's University 1995 — 1999
Diana Thompson's Wells Fargo Experience November 1998 - December 2001
Job Database Engineer at GMI
Industry Market Research
Experience
GMI October 2013 - Present
GMI April 2010 - October 2013
JP Morgan Chase / WaMu December 2005 - November 2009
Washington Mutual December 2001 - December 2005
Wells Fargo November 1998 - December 2001
Skills
Analytics, Financial Modeling, Data Analysis, Credit Risk, SAS, Business Analysis, SQL, Basel II, VBA, Data Warehousing, Business Intelligence, Financial Analysis, Predictive Modeling, Analysis, Finance, Financial Risk, Management, Databases, Access, Process Improvement, Data Mining, Business Process..., Mergers & Acquisitions
Education
Saint Joseph's University 2013 — 2015
Master of Science (M.S.), Business Intelligence and Analytics
University of Colorado Colorado Springs 2000 — 2003
GMI October 2013 - Present
GMI April 2010 - October 2013
JP Morgan Chase / WaMu December 2005 - November 2009
Washington Mutual December 2001 - December 2005
Wells Fargo November 1998 - December 2001
Skills
Analytics, Financial Modeling, Data Analysis, Credit Risk, SAS, Business Analysis, SQL, Basel II, VBA, Data Warehousing, Business Intelligence, Financial Analysis, Predictive Modeling, Analysis, Finance, Financial Risk, Management, Databases, Access, Process Improvement, Data Mining, Business Process..., Mergers & Acquisitions
Education
Saint Joseph's University 2013 — 2015
Master of Science (M.S.), Business Intelligence and Analytics
University of Colorado Colorado Springs 2000 — 2003
Joe Pompetti's Wells Fargo Experience April 2009 - December 2009
Job Operations Manager at Freedom Mortgage
Industry Financial Services
Experience
Freedom Mortgage January 2012 - Present
Wells Fargo April 2009 - December 2009
GMAC Bank July 2003 - December 2006
PricewaterhouseCoopers March 1995 - October 2001
Provident Bank of Maryland December 1992 - March 1995
Maryland National Mortgage Corporation June 1984 - December 1992
Pennamco, Inc 1979 - 1982
Skills
Mortgage, Loan Origination, Loans, Team Building, Mortgage Banking, Operations Management, Mortgage Lending, Construction Loans, Management, Leadership, Credit, FHA, Process Improvement, Banking, Mortgage Underwriting, Residential Mortgages
Education
Saint Joseph's University 1980 — 1986
West Catholic High School 1969 — 1973
Freedom Mortgage January 2012 - Present
Wells Fargo April 2009 - December 2009
GMAC Bank July 2003 - December 2006
PricewaterhouseCoopers March 1995 - October 2001
Provident Bank of Maryland December 1992 - March 1995
Maryland National Mortgage Corporation June 1984 - December 1992
Pennamco, Inc 1979 - 1982
Skills
Mortgage, Loan Origination, Loans, Team Building, Mortgage Banking, Operations Management, Mortgage Lending, Construction Loans, Management, Leadership, Credit, FHA, Process Improvement, Banking, Mortgage Underwriting, Residential Mortgages
Education
Saint Joseph's University 1980 — 1986
West Catholic High School 1969 — 1973
Rob Millhollin's Wells Fargo Experience February 2002 - February 2013
Job Sales Manager at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group April 2014 - Present
Vermillion State Bank March 2013 - March 2014
Wells Fargo February 2002 - February 2013
C.H. Robinson Worldwide, Inc. June 1997 - April 2001
Skills
Mortgage Lending, Sales Management, Selling, Loans, Credit, New Business Development, Relationship Management, Account Management, Loan Origination, FHA, Mortgage Banking, Refinance, Leadership, Consultative Selling, Team Leadership, Financial Services, Personnel Management, Sales, Customer Service
Education
St. John's University 1993 — 1997
Bachelor of Arts (BA), Political Science
Dowling High School
UnitedHealth Group April 2014 - Present
Vermillion State Bank March 2013 - March 2014
Wells Fargo February 2002 - February 2013
C.H. Robinson Worldwide, Inc. June 1997 - April 2001
Skills
Mortgage Lending, Sales Management, Selling, Loans, Credit, New Business Development, Relationship Management, Account Management, Loan Origination, FHA, Mortgage Banking, Refinance, Leadership, Consultative Selling, Team Leadership, Financial Services, Personnel Management, Sales, Customer Service
Education
St. John's University 1993 — 1997
Bachelor of Arts (BA), Political Science
Dowling High School
Jim Mulrooney's Wells Fargo Experience 2012 - Present
Job Relationship Manager, VP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2012 - Present
Wells Fargo 2010 - 2012
Wells Fargo 2005 - 2010
Wells Fargo November 2003 - March 2005
Skills
Credit, Loans, Fundraising, Public Speaking, Strategic Planning
Education
The George Washington University 2005 — 2008
MA, Political Management
St. John's University 1999 — 2003
BA, Political Science
Wells Fargo 2012 - Present
Wells Fargo 2010 - 2012
Wells Fargo 2005 - 2010
Wells Fargo November 2003 - March 2005
Skills
Credit, Loans, Fundraising, Public Speaking, Strategic Planning
Education
The George Washington University 2005 — 2008
MA, Political Management
St. John's University 1999 — 2003
BA, Political Science
Spencer Sokoly's Wells Fargo Experience June 2005 - Present
Job Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2005 - Present
Education
University of Minnesota - Carlson School of Management 2004 — 2007
MBA, Finance
Saint John's University 1996 — 2000
BA, Business Management, Accounting
Wells Fargo June 2005 - Present
Education
University of Minnesota - Carlson School of Management 2004 — 2007
MBA, Finance
Saint John's University 1996 — 2000
BA, Business Management, Accounting
Eric Fowler's Wells Fargo Experience April 2006 - January 2008
Job Savings Counselor at Transamerica Retirement Management
Industry Financial Services
Experience
Transamerica April 2013 - Present
Ameriprise Financial Services, Inc. October 2011 - March 2013
Thrivent Financial April 2009 - October 2011
Thrivent Financial January 2008 - March 2009
Wells Fargo April 2006 - January 2008
Wells Fargo December 2004 - March 2006
Skills
Strategic Financial..., Estate Planning, Investment Strategies, Investments, Retirement, Life Insurance, Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Asset Managment
Education
St. John's University 1994 — 1998
B.A., Political Science & French
Le College Internationale de Cannes 1997 — 1997
French & Intl Business
l'Institut de Touraine 1997 — 1997
N/A, French & French History
Transamerica April 2013 - Present
Ameriprise Financial Services, Inc. October 2011 - March 2013
Thrivent Financial April 2009 - October 2011
Thrivent Financial January 2008 - March 2009
Wells Fargo April 2006 - January 2008
Wells Fargo December 2004 - March 2006
Skills
Strategic Financial..., Estate Planning, Investment Strategies, Investments, Retirement, Life Insurance, Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Asset Managment
Education
St. John's University 1994 — 1998
B.A., Political Science & French
Le College Internationale de Cannes 1997 — 1997
French & Intl Business
l'Institut de Touraine 1997 — 1997
N/A, French & French History
Paul Issa's Wells Fargo Experience December 2001 - December 2004
Job Director, Campaign Operations / Analytics at The Lacek Group
Industry Marketing and Advertising
Experience
The Lacek Group May 2012 - Present
Sapient January 2011 - May 2012
Carlson Marketing Worldwide 2004 - February 2011
Wells Fargo December 2001 - December 2004
Target April 1997 - November 2001
Skills
Analytics, Customer Insight, Web Analytics, SAS, Data Mining, Omniture, Segmentation, Database Marketing, Digital Strategy, Unica, Digital Marketing, Data Analysis, Loyalty Marketing, CRM, Strategy
Education
University of Saint Thomas 2001 — 2004
MBA, Finance, General
St. John's University 1993 — 1997
Bachelor of Arts (B.A.), Accounting
The Lacek Group May 2012 - Present
Sapient January 2011 - May 2012
Carlson Marketing Worldwide 2004 - February 2011
Wells Fargo December 2001 - December 2004
Target April 1997 - November 2001
Skills
Analytics, Customer Insight, Web Analytics, SAS, Data Mining, Omniture, Segmentation, Database Marketing, Digital Strategy, Unica, Digital Marketing, Data Analysis, Loyalty Marketing, CRM, Strategy
Education
University of Saint Thomas 2001 — 2004
MBA, Finance, General
St. John's University 1993 — 1997
Bachelor of Arts (B.A.), Accounting
Matt Maruska's Wells Fargo Experience September 2008 - January 2012
Job President, Maruska Associates, Inc.
Industry Information Technology and Services
Experience
SafeNet Consulting 2012 - Present
Maruska Associates, Inc. 1997 - Present
Maruska Associates, Inc 1997 - Present
Portico Benefit Services June 2012 - July 2012
Wells Fargo September 2008 - January 2012
Wells Fargo - Enterprise Data Warhouse January 2009 - June 2009
UnitedHealth Group October 2006 - August 2008
Wells Fargo Bank January 2004 - October 2006
Chronimed 2000 - 2004
Wells Fargo Home Mortgage June 2003 - December 2003
Skills
Data Warehousing, Oracle, PL/SQL, SQL, ETL, SDLC
Education
Saint John's University 1988 — 1992
BA, Management, Computer Science
Hill-Murray
SafeNet Consulting 2012 - Present
Maruska Associates, Inc. 1997 - Present
Maruska Associates, Inc 1997 - Present
Portico Benefit Services June 2012 - July 2012
Wells Fargo September 2008 - January 2012
Wells Fargo - Enterprise Data Warhouse January 2009 - June 2009
UnitedHealth Group October 2006 - August 2008
Wells Fargo Bank January 2004 - October 2006
Chronimed 2000 - 2004
Wells Fargo Home Mortgage June 2003 - December 2003
Skills
Data Warehousing, Oracle, PL/SQL, SQL, ETL, SDLC
Education
Saint John's University 1988 — 1992
BA, Management, Computer Science
Hill-Murray
William Kistner's Wells Fargo Experience June 2013 - Present
Job Vice President, Interest Rate Risk Management at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo June 2013 - Present
Wells Fargo July 2012 - June 2013
Wells Fargo July 2011 - July 2012
Wells Fargo April 2010 - July 2011
Wells Fargo January 2006 - April 2010
Skills
Interest Rate Risk..., Financial Modeling, Interest Rate..., Financial Analysis, Fixed Income
Education
Saint Bonaventure University 2001 — 2005
BA/MBA, Finance
Wells Fargo June 2013 - Present
Wells Fargo July 2012 - June 2013
Wells Fargo July 2011 - July 2012
Wells Fargo April 2010 - July 2011
Wells Fargo January 2006 - April 2010
Skills
Interest Rate Risk..., Financial Modeling, Interest Rate..., Financial Analysis, Fixed Income
Education
Saint Bonaventure University 2001 — 2005
BA/MBA, Finance
Adam Pomerleau's Wells Fargo Experience March 2013 - March 2014
Job Assistant Vice President/Business Initiatives Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage March 2014 - Present
Wells Fargo March 2013 - March 2014
Wells Fargo Home Mortgage November 2011 - March 2013
Wells Fargo Home Mortgage September 2002 - November 2011
Wells Fargo Home Mortgage May 2010 - September 2010
Skills
Government Loans, Mortgage Lending, FHA, Business Process, Business Requirements, Mortgage Banking, Sales Process, Refinance, Loan Origination, Non-Conforming, VA, Staff Training, Strategic Planning, Change Management, Team Management
Education
Saint John's University 1998 — 2002
BA, History, political science
St. John's University 1998 — 2002
Bachelor of Arts (B.A.), history, political science
Wells Fargo Home Mortgage March 2014 - Present
Wells Fargo March 2013 - March 2014
Wells Fargo Home Mortgage November 2011 - March 2013
Wells Fargo Home Mortgage September 2002 - November 2011
Wells Fargo Home Mortgage May 2010 - September 2010
Skills
Government Loans, Mortgage Lending, FHA, Business Process, Business Requirements, Mortgage Banking, Sales Process, Refinance, Loan Origination, Non-Conforming, VA, Staff Training, Strategic Planning, Change Management, Team Management
Education
Saint John's University 1998 — 2002
BA, History, political science
St. John's University 1998 — 2002
Bachelor of Arts (B.A.), history, political science
James Rusch's Wells Fargo Experience 1989 - 2012
Job Director of Enterprise Risk Management at U.S. Bancorp
Industry Financial Services
Experience
U.S. Bancorp July 2013 - Present
Institute of Internal Auditors January 1986 - 2014
U.S. Bancorp March 2012 - June 2013
Wells Fargo 1989 - 2012
Skills
Internal Audit, Leadership, Enterprise Risk..., Risk Assessment, Governance, Risk Management, AML, Assurance, Audit Committee, COSO, Financial Risk, Sarbanes-Oxley Act, Internal Controls, Corporate Governance, Operational Risk..., Information Technology, Due Diligence, Financial Services, Credit, Auditing, External Audit, Sarbanes-Oxley, Fraud, IT Audit, SAS70, Strategy, Financial Reporting, Financial Analysis, Accounting, Operational Risk, CISA, Banking, COBIT, Financial Audits, Executive Management
Education
Saint John's University
BS, Accounting
University of Phoenix
Graduate Studies in Computer Information Systems
U.S. Bancorp July 2013 - Present
Institute of Internal Auditors January 1986 - 2014
U.S. Bancorp March 2012 - June 2013
Wells Fargo 1989 - 2012
Skills
Internal Audit, Leadership, Enterprise Risk..., Risk Assessment, Governance, Risk Management, AML, Assurance, Audit Committee, COSO, Financial Risk, Sarbanes-Oxley Act, Internal Controls, Corporate Governance, Operational Risk..., Information Technology, Due Diligence, Financial Services, Credit, Auditing, External Audit, Sarbanes-Oxley, Fraud, IT Audit, SAS70, Strategy, Financial Reporting, Financial Analysis, Accounting, Operational Risk, CISA, Banking, COBIT, Financial Audits, Executive Management
Education
Saint John's University
BS, Accounting
University of Phoenix
Graduate Studies in Computer Information Systems
Timothy Flynn's Wells Fargo Experience May 1994 - May 1998
Job Enterprise Account Manager at SunGard AvantGard
Industry Computer Software
Experience
SunGard Avantgard January 2015 - Present
SunGard Brokerage and Clearance- InTrader June 2003 - Present
SunGard June 2003 - November 2008
Financial Information Management- DTN June 1998 - May 2003
Financial Information Mangement (DTN) June 1998 - December 2002
Financial Information Management- DTN January 1998 - January 2000
Wells Fargo May 1994 - May 1998
Norwest Securities Lending January 1995 - January 1998
Norwest Mutual Fund Services January 1993 - January 1995
Skills
Sales, Contract Negotiation, Sales Operations, Marketing, Negotiation, Cold Calling, Selling, Customer Service, Market Research, Leadership, B2B, CRM, Management, Strategic Planning, Online Advertising, New Business Development, Account Management, Sales Process, Business Process, Banking, Enterprise Software
Education
St. John's University 1987 — 1991
BA, Political Science
SunGard Avantgard January 2015 - Present
SunGard Brokerage and Clearance- InTrader June 2003 - Present
SunGard June 2003 - November 2008
Financial Information Management- DTN June 1998 - May 2003
Financial Information Mangement (DTN) June 1998 - December 2002
Financial Information Management- DTN January 1998 - January 2000
Wells Fargo May 1994 - May 1998
Norwest Securities Lending January 1995 - January 1998
Norwest Mutual Fund Services January 1993 - January 1995
Skills
Sales, Contract Negotiation, Sales Operations, Marketing, Negotiation, Cold Calling, Selling, Customer Service, Market Research, Leadership, B2B, CRM, Management, Strategic Planning, Online Advertising, New Business Development, Account Management, Sales Process, Business Process, Banking, Enterprise Software
Education
St. John's University 1987 — 1991
BA, Political Science
Mark Lasswell's Wells Fargo Experience 2009 - January 2014
Job SVP / CCO at Securities America, Inc.
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC January 2014 - Present
Wells Fargo 2009 - January 2014
Wells Fargo Securities, LLC 2000 - 2009
Wells Fargo Brokerage Services, LLC 2000 - 2000
The Prudential Insurance Company of America 1998 - 2000
Norwest Investment Services, Inc. 1993 - 1998
Norwest Investment Services, Inc. 1990 - 1993
Norwest Bank 1988 - 1990
KPMG Peat Marwick 1985 - 1988
Skills
Brokerage Compliance, Compliance, Board of Director..., Change Management, Collaborative Leadership, Communication Skills, Executive Coaching, Financial Analysis, FINRA, Investments, Investment Brokerage, Offshore Outsourcing, P&L Responsibility, Presenter, Risk Management, Strategic Planning, Technical Writing, Series 7, Series 24, Series 4, Series 53, Series 65, Series 27, Series 63, CPA (inactive), State of Minnesota..., Brokerage, Budgets, Board of Directors, Process Improvement, Fixed Income, Leadership, Management, P&L Management, Capital Markets, Banking, Wealth Management, Retirement, Mutual Funds, Relationship Management, Bonds, Operations Management, Training
Education
St. John's University 1981 — 1985
Bachelor of Science (B.S.), Accounting, minor in Business Administration
University of St. Thomas 1997 — 2000
Master of Business Administration (MBA), Marketing
University of St. Thomas 2003 — 2003
Mini Master of Information Technology
Securities America, Inc. Member FINRA/SIPC January 2014 - Present
Wells Fargo 2009 - January 2014
Wells Fargo Securities, LLC 2000 - 2009
Wells Fargo Brokerage Services, LLC 2000 - 2000
The Prudential Insurance Company of America 1998 - 2000
Norwest Investment Services, Inc. 1993 - 1998
Norwest Investment Services, Inc. 1990 - 1993
Norwest Bank 1988 - 1990
KPMG Peat Marwick 1985 - 1988
Skills
Brokerage Compliance, Compliance, Board of Director..., Change Management, Collaborative Leadership, Communication Skills, Executive Coaching, Financial Analysis, FINRA, Investments, Investment Brokerage, Offshore Outsourcing, P&L Responsibility, Presenter, Risk Management, Strategic Planning, Technical Writing, Series 7, Series 24, Series 4, Series 53, Series 65, Series 27, Series 63, CPA (inactive), State of Minnesota..., Brokerage, Budgets, Board of Directors, Process Improvement, Fixed Income, Leadership, Management, P&L Management, Capital Markets, Banking, Wealth Management, Retirement, Mutual Funds, Relationship Management, Bonds, Operations Management, Training
Education
St. John's University 1981 — 1985
Bachelor of Science (B.S.), Accounting, minor in Business Administration
University of St. Thomas 1997 — 2000
Master of Business Administration (MBA), Marketing
University of St. Thomas 2003 — 2003
Mini Master of Information Technology
Javin Smith's Wells Fargo Experience June 2012 - July 2013
Job Administrative Assistant at Sport Ngin
Industry Banking
Experience
Sport Ngin February 2014 - Present
Wells Fargo June 2012 - July 2013
US Bank August 2011 - June 2012
Wells Fargo April 2010 - August 2011
Wells Fargo June 2008 - April 2010
Target November 2007 - June 2008
Skills
Customer Service, PowerPoint, Loans, Microsoft Excel, Account Management, Sales, Marketing Strategy, Marketing, Management, Accounting, Lotus Notes, Leadership, Time Management, Insurance, Outlook, Microsoft Office
Education
St. John's University 2003 — 2007
Bachelors, Communication
DeLaSalle 1999 — 2003
Sport Ngin February 2014 - Present
Wells Fargo June 2012 - July 2013
US Bank August 2011 - June 2012
Wells Fargo April 2010 - August 2011
Wells Fargo June 2008 - April 2010
Target November 2007 - June 2008
Skills
Customer Service, PowerPoint, Loans, Microsoft Excel, Account Management, Sales, Marketing Strategy, Marketing, Management, Accounting, Lotus Notes, Leadership, Time Management, Insurance, Outlook, Microsoft Office
Education
St. John's University 2003 — 2007
Bachelors, Communication
DeLaSalle 1999 — 2003
Tom Hooley's Wells Fargo Experience Sr. Vice PresidentWells Fargo Bank1994 - Present
Job SVP at Wells Fargo
Industry Banking
Experience
Wells Fargo Sr. Vice PresidentWells Fargo Bank1994 - Present
Skills
Series 7, Series 63, Wealth Management, Portfolio Management, Asset Allocation, Alternative Assets, Mutual Funds, Investment Management, Fixed Income, Capital Markets, Investment Strategies, Asset Managment, 401k, Investments, Retirement Planning, Investment Advisory, Wealth Management..., Securities, Asset Management, Hedge Funds, Alternative Investments, Financial Services, Separately Managed...
Education
Saint John's University 1981 — 1985
Wells Fargo Sr. Vice PresidentWells Fargo Bank1994 - Present
Skills
Series 7, Series 63, Wealth Management, Portfolio Management, Asset Allocation, Alternative Assets, Mutual Funds, Investment Management, Fixed Income, Capital Markets, Investment Strategies, Asset Managment, 401k, Investments, Retirement Planning, Investment Advisory, Wealth Management..., Securities, Asset Management, Hedge Funds, Alternative Investments, Financial Services, Separately Managed...
Education
Saint John's University 1981 — 1985
Eric Jennrich's Wells Fargo Experience November 2009 - Present
Job Digital Media Consultant at Cars.com
Industry Banking
Experience
Cars.com May 2013 - Present
Wells Fargo November 2009 - Present
Wells Fargo 2007 - 2008
Wells Fargo Financial January 1999 - January 2007
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Consumer Lending, Credit Risk, Relationship Management, Mortgage Underwriting, Sales, Risk Management, Operational Risk, Asset Based Lending, Capital Markets, Online Advertising, Advertising Sales, Mobile Advertising, Advertising Research, Sales Presentations, Dealer Relationships
Education
Saint John's University 1995 — 1999
Economics
Cars.com May 2013 - Present
Wells Fargo November 2009 - Present
Wells Fargo 2007 - 2008
Wells Fargo Financial January 1999 - January 2007
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Consumer Lending, Credit Risk, Relationship Management, Mortgage Underwriting, Sales, Risk Management, Operational Risk, Asset Based Lending, Capital Markets, Online Advertising, Advertising Sales, Mobile Advertising, Advertising Research, Sales Presentations, Dealer Relationships
Education
Saint John's University 1995 — 1999
Economics
Todd Mills's Wells Fargo Experience 2011 - 2012
Job VP, Senior Investment Advisor TD Wealth Private Client Group
Industry Financial Services
Experience
TD Wealth, Private Client Group 2012 - Present
Wells Fargo 2011 - 2012
Bangor Savings Bank 2009 - 2011
Bank of America, U.S. Trust 2003 - 2009
Skills
Investment Management, Consumer and Commercial..., SAFE NMLSR ID:813145, Soldier, Maine Army..., Portfolio Management, Banking, Financial Planning, Investments, Wealth Management, Strategy, Credit, Loans, Credit Analysis, Financial Services, Series 7, Series 66
Education
St. Joseph's College (ME)
MBA (candidate)
University of Maine
BA,AA
TD Wealth, Private Client Group 2012 - Present
Wells Fargo 2011 - 2012
Bangor Savings Bank 2009 - 2011
Bank of America, U.S. Trust 2003 - 2009
Skills
Investment Management, Consumer and Commercial..., SAFE NMLSR ID:813145, Soldier, Maine Army..., Portfolio Management, Banking, Financial Planning, Investments, Wealth Management, Strategy, Credit, Loans, Credit Analysis, Financial Services, Series 7, Series 66
Education
St. Joseph's College (ME)
MBA (candidate)
University of Maine
BA,AA
Paul Ayotte's Wells Fargo Experience
Job Wealth Advisor at Wells Fargo
Industry Financial Services
Experience
Wells Fargo
Skills
Banking, Commercial Banking, Investment Advisory, Asset Management, Financial Planning, Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Risk Management
Education
University of St. Thomas 1998 — 2000
MBA, Finance
Saint John's University 1994 — 1997
Liberal Arts, Communications and Art
Wells Fargo
Skills
Banking, Commercial Banking, Investment Advisory, Asset Management, Financial Planning, Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Risk Management
Education
University of St. Thomas 1998 — 2000
MBA, Finance
Saint John's University 1994 — 1997
Liberal Arts, Communications and Art
Dean Frizlen's Wells Fargo Experience April 2014 - Present
Job Business Process Enhancement Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
JP Morgan Chase November 2012 - January 2014
JP Morgan Chase January 2010 - November 2012
Delaware Investments September 2007 - September 2009
Skills
Microsoft Office, Project Management, Process Improvement, Financial Analysis, Data Analysis, Risk Management, Microsoft Excel, Business Analysis, Finance, Forecasting, Banking, Team Building, Analysis, Budgets, Financial Reporting, Leadership, Management
Education
St. Joseph's University 2011 — 2013
Masters of Business Administration, Management
Saint Joseph's University 2000 — 2004
BS, Finance
Wells Fargo April 2014 - Present
JP Morgan Chase November 2012 - January 2014
JP Morgan Chase January 2010 - November 2012
Delaware Investments September 2007 - September 2009
Skills
Microsoft Office, Project Management, Process Improvement, Financial Analysis, Data Analysis, Risk Management, Microsoft Excel, Business Analysis, Finance, Forecasting, Banking, Team Building, Analysis, Budgets, Financial Reporting, Leadership, Management
Education
St. Joseph's University 2011 — 2013
Masters of Business Administration, Management
Saint Joseph's University 2000 — 2004
BS, Finance
Doug Neeser's Wells Fargo Experience June 2006 - July 2007
Job Seeking career in finance/audit/GRC/project management(CPAinactive)
Industry Management Consulting
Experience
St. Paul companies December 2011 - Present
St Paul Jaycees (Chamber of commerce) January 2006 - Present
Shepherd of the Hills Church October 2012 - November 2013
Multiple companies October 2007 - November 2011
Wells Fargo June 2006 - July 2007
U.S. Bank May 1999 - June 2002
US Bank March 1997 - May 1999
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Project Management, Internal Audit, Process Improvement, Forecasting, Cash Management, Risk Management, Leadership, Economic Development, Business Development, Financial Risk, Operational Risk, Budgets, Financial Analysis, Financial Modeling, Risk Assessment, Enterprise Risk..., Vendor Management, Basel II, Business Intelligence, Management Consulting, Customer Service, Banking, Dodd Frank, GRC, Hyperion HFM, SharePoint, Loans, Third Party Vendor..., PeopleSoft Financial, MBS, Residential Mortgages
Education
St. John's University
B.S., Accounting & Management
Stillwater High School
St. Paul companies December 2011 - Present
St Paul Jaycees (Chamber of commerce) January 2006 - Present
Shepherd of the Hills Church October 2012 - November 2013
Multiple companies October 2007 - November 2011
Wells Fargo June 2006 - July 2007
U.S. Bank May 1999 - June 2002
US Bank March 1997 - May 1999
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Project Management, Internal Audit, Process Improvement, Forecasting, Cash Management, Risk Management, Leadership, Economic Development, Business Development, Financial Risk, Operational Risk, Budgets, Financial Analysis, Financial Modeling, Risk Assessment, Enterprise Risk..., Vendor Management, Basel II, Business Intelligence, Management Consulting, Customer Service, Banking, Dodd Frank, GRC, Hyperion HFM, SharePoint, Loans, Third Party Vendor..., PeopleSoft Financial, MBS, Residential Mortgages
Education
St. John's University
B.S., Accounting & Management
Stillwater High School
Christopher Torchia, SPHR's Wells Fargo Experience January 2015 - Present
Job
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo June 2014 - January 2015
Wells Fargo February 2013 - June 2014
Wells Fargo Bank February 2011 - February 2013
Wells Fargo February 2003 - March 2011
JP Morgan Chase March 1998 - February 2003
First Data Corporation March 1997 - March 1998
PNC May 1989 - March 1997
Skills
Succession Planning, Talent Management, Employee Engagement, Performance Management, Talent Acquisition, Employee Relations, Performance Consulting, Organizational..., Leadership Development, Recruiting, Change Management, Executive Coaching, Coaching, Process Improvement, Team Building, Learning Management, Workforce Planning, Banking, Strategic Planning, Project Management, Training, Leadership, Team Leadership, Strategy, Training Delivery, Human Resources, Management, Workshop Facilitation
Education
Saint Joseph's University - Erivan K. Haub School of Business 1991 — 1997
MBA, Management
Saint Joseph's University 1987 — 1991
BA, International Relations
HR Certification Institute
SPHR (Senior Professional in Human Resources)
St. Augustine Preparatory School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo January 2015 - Present
Wells Fargo June 2014 - January 2015
Wells Fargo February 2013 - June 2014
Wells Fargo Bank February 2011 - February 2013
Wells Fargo February 2003 - March 2011
JP Morgan Chase March 1998 - February 2003
First Data Corporation March 1997 - March 1998
PNC May 1989 - March 1997
Skills
Succession Planning, Talent Management, Employee Engagement, Performance Management, Talent Acquisition, Employee Relations, Performance Consulting, Organizational..., Leadership Development, Recruiting, Change Management, Executive Coaching, Coaching, Process Improvement, Team Building, Learning Management, Workforce Planning, Banking, Strategic Planning, Project Management, Training, Leadership, Team Leadership, Strategy, Training Delivery, Human Resources, Management, Workshop Facilitation
Education
Saint Joseph's University - Erivan K. Haub School of Business 1991 — 1997
MBA, Management
Saint Joseph's University 1987 — 1991
BA, International Relations
HR Certification Institute
SPHR (Senior Professional in Human Resources)
St. Augustine Preparatory School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Stephen Reymann's Wells Fargo Experience January 1998 - April 1999
Job Professional Salesman at West, a Thomson Reuters Company
Industry Legal Services
Experience
West Publishing August 2006 - Present
Novartis Medical Nutrition June 2005 - July 2006
Qwest Communications October 2004 - May 2005
Qwest Communications April 1999 - October 2004
Wells Fargo January 1998 - April 1999
U.S. Bank January 1992 - January 1998
Skills
Account Management, Salesforce.com, Sales Operations, Solution Selling, Sales Management, Selling, Direct Sales, Sales, Telecommunications, Training, Cold Calling, Sales Process, Leadership, Call Centers, Customer Retention, B2B, Lead Generation, Customer Service, Contract Negotiation, Customer Satisfaction
Education
Saint John's University 1988 — 1991
BA, International Relations
Saint John's University 1987 — 1991
Bachelor of Arts, International Relations
West Publishing August 2006 - Present
Novartis Medical Nutrition June 2005 - July 2006
Qwest Communications October 2004 - May 2005
Qwest Communications April 1999 - October 2004
Wells Fargo January 1998 - April 1999
U.S. Bank January 1992 - January 1998
Skills
Account Management, Salesforce.com, Sales Operations, Solution Selling, Sales Management, Selling, Direct Sales, Sales, Telecommunications, Training, Cold Calling, Sales Process, Leadership, Call Centers, Customer Retention, B2B, Lead Generation, Customer Service, Contract Negotiation, Customer Satisfaction
Education
Saint John's University 1988 — 1991
BA, International Relations
Saint John's University 1987 — 1991
Bachelor of Arts, International Relations
Elizabeth Brosky's Wells Fargo Experience March 2014 - Present
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo March 2014 - Present
Education
St. Joseph's University
MBA, Finance
Wells Fargo March 2014 - Present
Education
St. Joseph's University
MBA, Finance
Constantine Nicopoulos's Wells Fargo Experience December 2014 - Present
Job Licensed Banker and Brokerage Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2014 - Present
PNC BANK August 2014 - December 2014
Wells Fargo January 2011 - August 2014
Skills
Sales Management, Strategic Planning, Customer Service, Investments, Microsoft Excel, Team Building, Management, Process Improvement, Sales, Business Analysis, Relationship Management, Financial Services, Risk Management, Finance, Microsoft Office, Leadership, Banking, Credit, PowerPoint, Financial Analysis, Microsoft Word, Team Leadership
Education
St. Joseph's University
Master of Science, Secondary Education and Teaching
Wells Fargo December 2014 - Present
PNC BANK August 2014 - December 2014
Wells Fargo January 2011 - August 2014
Skills
Sales Management, Strategic Planning, Customer Service, Investments, Microsoft Excel, Team Building, Management, Process Improvement, Sales, Business Analysis, Relationship Management, Financial Services, Risk Management, Finance, Microsoft Office, Leadership, Banking, Credit, PowerPoint, Financial Analysis, Microsoft Word, Team Leadership
Education
St. Joseph's University
Master of Science, Secondary Education and Teaching
Dylan Ronan's Wells Fargo Experience December 2014 - Present
Job Underwriter III (Auditor) at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2014 - Present
Wells Fargo October 2012 - December 2014
Wells Fargo November 2011 - October 2012
Wells Fargo March 2011 - November 2011
Snohomish County Tax Assessor May 2008 - August 2008
OppenheimerFunds May 2006 - January 2008
Skills
Microsoft Office, Analysis, Finance, Credit, Mortgage Lending
Education
St. John's University 2006 — 2010
Bachelor's, English
Regis Jesuit High School 2002 — 2006
Wells Fargo December 2014 - Present
Wells Fargo October 2012 - December 2014
Wells Fargo November 2011 - October 2012
Wells Fargo March 2011 - November 2011
Snohomish County Tax Assessor May 2008 - August 2008
OppenheimerFunds May 2006 - January 2008
Skills
Microsoft Office, Analysis, Finance, Credit, Mortgage Lending
Education
St. John's University 2006 — 2010
Bachelor's, English
Regis Jesuit High School 2002 — 2006
Keenan Loose's Wells Fargo Experience October 2012 - December 2014
Job Consumer Loan Underwriter at Wells Fargo
Industry Financial Services
Experience
Susquehanna Bank June 2015 - Present
Wells Fargo October 2012 - December 2014
US Mortgageline May 2011 - December 2012
Skills
Mortgage Lending, Loans, Loan Origination, FHA, Refinance, Credit, Investments, Mortgage Banking, Residential Mortgages, Financial Analysis, FHA financing, Banking, Credit Analysis, Microsoft Excel, Customer Service, Sales, Microsoft Word, Microsoft Office, Social Media, Underwriting
Education
Saint Joseph's University 2007 — 2011
BS, Finance, General
Susquehanna Bank June 2015 - Present
Wells Fargo October 2012 - December 2014
US Mortgageline May 2011 - December 2012
Skills
Mortgage Lending, Loans, Loan Origination, FHA, Refinance, Credit, Investments, Mortgage Banking, Residential Mortgages, Financial Analysis, FHA financing, Banking, Credit Analysis, Microsoft Excel, Customer Service, Sales, Microsoft Word, Microsoft Office, Social Media, Underwriting
Education
Saint Joseph's University 2007 — 2011
BS, Finance, General
Kristi Cangelosi's Wells Fargo Experience October 2011 - Present
Job Service Manager 2, Bank Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2011 - Present
PNC October 2008 - October 2011
Education
St. Joseph's University 2002 — 2006
Bachelor of Science (B.S.), Pharmaceutical Marketing
Wells Fargo October 2011 - Present
PNC October 2008 - October 2011
Education
St. Joseph's University 2002 — 2006
Bachelor of Science (B.S.), Pharmaceutical Marketing
Joseph Squire's Wells Fargo Experience February 2006 - June 2010
Job Collections Specialist
Industry Financial Services
Experience
Unemployed - seeking working March 2014 - June 2014
Burton Neil & Associates, P.C. March 2011 - February 2014
Wells Fargo February 2006 - June 2010
JPMorgan Chase July 2000 - July 2005
Education
Widener University 1985 — 1986
Widener University, Business Administration, Management and Operations
Saint Joseph's University 1978 — 1981
Business, Management, Marketing, and Related Support Services
Malvern Preparatory School
Unemployed - seeking working March 2014 - June 2014
Burton Neil & Associates, P.C. March 2011 - February 2014
Wells Fargo February 2006 - June 2010
JPMorgan Chase July 2000 - July 2005
Education
Widener University 1985 — 1986
Widener University, Business Administration, Management and Operations
Saint Joseph's University 1978 — 1981
Business, Management, Marketing, and Related Support Services
Malvern Preparatory School
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank