Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Joshua J. Parrish Joshua J. Parrish's Wells Fargo Experience 2000 - 2003
Job Sr. Vice President at RT Specialty
Industry Insurance
Experience
RT Specialty February 2012 - Present
Align Financial Group LLC March 2011 - February 2012
AWISgroup - Arrowhead Wholesale Insurance Services, LLC 2007 - March 2011
Lockton Companies 2006 - 2006
AIG 2003 - 2006
Wells Fargo 2000 - 2003
Skills
Professional Liability, Management Liability, D&O, Fiduciary Liability, Professional Indemnity, Insurance Agents, Employment Practices..., Insurance Brokerage, Fiduciary, Liabilities, Legal Liability, Insurance, Casualty, Commercial Insurance, Brokers, Liability, Indemnity, Commercial Lines, Excess, Underwriting, Property & Casualty..., Workers Compensation, Inland Marine, Umbrella Insurance, Reinsurance, General Insurance, Liability Analysis, Financial Risk, Directors & Officers..., Claim Investigation, Claims Management, Risk Management, Life Insurance, Insurance Law, Product Liability, Captives, Litigation Management, Subrogation, Claim, E&O, Casualty Insurance
Education
Saint Mary's College of California
B.S - Business Administration, Finance & Economics
RT Specialty February 2012 - Present
Align Financial Group LLC March 2011 - February 2012
AWISgroup - Arrowhead Wholesale Insurance Services, LLC 2007 - March 2011
Lockton Companies 2006 - 2006
AIG 2003 - 2006
Wells Fargo 2000 - 2003
Skills
Professional Liability, Management Liability, D&O, Fiduciary Liability, Professional Indemnity, Insurance Agents, Employment Practices..., Insurance Brokerage, Fiduciary, Liabilities, Legal Liability, Insurance, Casualty, Commercial Insurance, Brokers, Liability, Indemnity, Commercial Lines, Excess, Underwriting, Property & Casualty..., Workers Compensation, Inland Marine, Umbrella Insurance, Reinsurance, General Insurance, Liability Analysis, Financial Risk, Directors & Officers..., Claim Investigation, Claims Management, Risk Management, Life Insurance, Insurance Law, Product Liability, Captives, Litigation Management, Subrogation, Claim, E&O, Casualty Insurance
Education
Saint Mary's College of California
B.S - Business Administration, Finance & Economics
Daniel Giddings Daniel Giddings's Wells Fargo Experience April 2012 - June 2012
Job Senior Recruiter, Executive Search at O'Rourke & Associates
Industry Human Resources
Experience
O'Rourke & Associates May 2014 - Present
O'Rourke & Associates March 2013 - May 2014
Visa June 2012 - December 2012
Wells Fargo April 2012 - June 2012
Wells Fargo April 2011 - April 2012
Wells Fargo October 2010 - April 2011
Bare Escentuals May 2010 - September 2010
Guess February 2010 - May 2010
Macy's December 2009 - February 2010
Cebra Data Broadcasting A/S June 2007 - September 2008
Skills
Recruiting, Talent Acquisition, Banking, Management, Customer Service, Sales, Hiring, Finance, Executive Search, Leadership, Mortgage Lending, Team Building, Retail Banking, PowerPoint, Microsoft Excel, Taleo, Outlook, PeopleSoft, Microsoft Word, Applicant Tracking..., Consulting, Financial Analysis, Negotiation, Account Management, Sales Management, Customer Retention, Credit Unions, Financial Services, Mortgage Banking, System Administration, Recruitment Advertising, Sourcing, Team Leadership, Credit Analysis, Budgets, Wealth Management, Inside Sales, Oracle Applications, IT Recruitment, Accounting Recruitment, Marketing Recruitment, Consumer Lending, Banking Operations, Finance Recruitment, Sales Recruitment, CEO Recruitment, Lending Recruitment, Full Cycle Recruiter, Nonprofits, Non-profit Consulting
Education
Kalmanovitz School of Education/Saint Mary's College of California 2009 — 2010
Masters Degree, Education
St. Mary's College of California 2005 — 2009
History, English, Politics
John Cabot University 2007 — 2008
Study Abroad Italy, History
Junipero Serra Highschool
Highschool Diploma, Focus: History/English
O'Rourke & Associates May 2014 - Present
O'Rourke & Associates March 2013 - May 2014
Visa June 2012 - December 2012
Wells Fargo April 2012 - June 2012
Wells Fargo April 2011 - April 2012
Wells Fargo October 2010 - April 2011
Bare Escentuals May 2010 - September 2010
Guess February 2010 - May 2010
Macy's December 2009 - February 2010
Cebra Data Broadcasting A/S June 2007 - September 2008
Skills
Recruiting, Talent Acquisition, Banking, Management, Customer Service, Sales, Hiring, Finance, Executive Search, Leadership, Mortgage Lending, Team Building, Retail Banking, PowerPoint, Microsoft Excel, Taleo, Outlook, PeopleSoft, Microsoft Word, Applicant Tracking..., Consulting, Financial Analysis, Negotiation, Account Management, Sales Management, Customer Retention, Credit Unions, Financial Services, Mortgage Banking, System Administration, Recruitment Advertising, Sourcing, Team Leadership, Credit Analysis, Budgets, Wealth Management, Inside Sales, Oracle Applications, IT Recruitment, Accounting Recruitment, Marketing Recruitment, Consumer Lending, Banking Operations, Finance Recruitment, Sales Recruitment, CEO Recruitment, Lending Recruitment, Full Cycle Recruiter, Nonprofits, Non-profit Consulting
Education
Kalmanovitz School of Education/Saint Mary's College of California 2009 — 2010
Masters Degree, Education
St. Mary's College of California 2005 — 2009
History, English, Politics
John Cabot University 2007 — 2008
Study Abroad Italy, History
Junipero Serra Highschool
Highschool Diploma, Focus: History/English
Matthew Audette Matthew Audette's Wells Fargo Experience 2011 - 2012
Job Quality Assurance Manager
Industry Nonprofit Organization Management
Experience
LifeSouth Community Blood Centers November 2012 - Present
Wells Fargo 2011 - 2012
Wells Fargo 2011 - 2012
Starbucks July 2004 - April 2011
Skills
Quality Assurance, Quality System, FDA, Sop, Validation, Regulatory Affairs, Testing, Medical Devices, Laboratory, Process Improvement, CAPA, Quality Auditing, Change Control, GMP, Internal Audit, 21 CFR Part 11
Education
Saint Leo University
Bachelor of Arts (BA), Business Administration and Management, General
Santa Fe College
Associate of Arts (AA), Music Performance, General
LifeSouth Community Blood Centers November 2012 - Present
Wells Fargo 2011 - 2012
Wells Fargo 2011 - 2012
Starbucks July 2004 - April 2011
Skills
Quality Assurance, Quality System, FDA, Sop, Validation, Regulatory Affairs, Testing, Medical Devices, Laboratory, Process Improvement, CAPA, Quality Auditing, Change Control, GMP, Internal Audit, 21 CFR Part 11
Education
Saint Leo University
Bachelor of Arts (BA), Business Administration and Management, General
Santa Fe College
Associate of Arts (AA), Music Performance, General
Niles Almarinez, MSc Niles Almarinez, MSc's Wells Fargo Experience July 2014 - Present
Job AVP | Real Estate Capital Markets at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Wells Fargo August 2012 - June 2014
Wells Fargo CMBS Servicing January 2009 - August 2012
CallTower January 2008 - January 2009
Marcus & Millichap November 2006 - January 2008
Shea Homes, Inc. June 2004 - October 2006
Skills
C++, Microsoft Excel, Financial Modeling, Financial Analysis, Risk Management, CMBS, Negotiation, New Business Development, US GAAP, Commercial Real Estate..., Investment Properties, Real Estate Transactions, Distress Properties, Modifications, Underwriting, Derivatives, Leadership, Portfolio Management, Real Estate, Due Diligence, Loans, Sales, Analysis, Corporate Finance, Mergers & Acquisitions, Commercial Real Estate, Valuation, Credit, Financial Risk, Credit Analysis, Real Estate Economics, Disposition, Mortgage Lending, Real Estate Financing, Loan Origination, Commercial Lending, Investments, Commercial Mortgages, Capital Markets
Education
University of San Francisco
MSc, Financial Analysis
St. Mary's College of California
Computer Science & Business Administration
Wells Fargo July 2014 - Present
Wells Fargo August 2012 - June 2014
Wells Fargo CMBS Servicing January 2009 - August 2012
CallTower January 2008 - January 2009
Marcus & Millichap November 2006 - January 2008
Shea Homes, Inc. June 2004 - October 2006
Skills
C++, Microsoft Excel, Financial Modeling, Financial Analysis, Risk Management, CMBS, Negotiation, New Business Development, US GAAP, Commercial Real Estate..., Investment Properties, Real Estate Transactions, Distress Properties, Modifications, Underwriting, Derivatives, Leadership, Portfolio Management, Real Estate, Due Diligence, Loans, Sales, Analysis, Corporate Finance, Mergers & Acquisitions, Commercial Real Estate, Valuation, Credit, Financial Risk, Credit Analysis, Real Estate Economics, Disposition, Mortgage Lending, Real Estate Financing, Loan Origination, Commercial Lending, Investments, Commercial Mortgages, Capital Markets
Education
University of San Francisco
MSc, Financial Analysis
St. Mary's College of California
Computer Science & Business Administration
Kellie Little Kellie Little's Wells Fargo Experience 2014 - 2014
Job SES Receptionist at Saint Louis University
Industry Information Technology and Services
Experience
Saint Louis University August 2012 - Present
Wells Fargo 2014 - 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Saint Louis University 2012 — 2016
Pursing Bachelor of Business Administration (B.B.A.), Information Technology Project Management
Saint Louis University August 2012 - Present
Wells Fargo 2014 - 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Saint Louis University 2012 — 2016
Pursing Bachelor of Business Administration (B.B.A.), Information Technology Project Management
Ben Shelton Ben Shelton's Wells Fargo Experience September 2014 - August 2015
Job Recruiter at Kaiser Permanente
Industry Staffing and Recruiting
Experience
Kaiser Permanente September 2015 - Present
Wells Fargo September 2014 - August 2015
Wells Fargo May 2010 - June 2014
ITT Technical Institute June 2009 - April 2010
ERM December 2006 - September 2008
Bayside Solutions July 2005 - October 2006
Aerotek Commercial Staffing November 2000 - March 2005
Skills
Interviews, Recruiting, Program Management, Applicant Tracking..., Leadership, College Recruiting, Temporary Placement, Employee Benefits, Management, Training, Policy, Talent Management, Employee Relations, Onboarding, Cold Calling, Employee Training, Talent Acquisition, Technical Recruiting, Sourcing, Human Resources
Education
Saint Mary's College of California 1996 — 2000
BSE, Business Administration
Kaiser Permanente September 2015 - Present
Wells Fargo September 2014 - August 2015
Wells Fargo May 2010 - June 2014
ITT Technical Institute June 2009 - April 2010
ERM December 2006 - September 2008
Bayside Solutions July 2005 - October 2006
Aerotek Commercial Staffing November 2000 - March 2005
Skills
Interviews, Recruiting, Program Management, Applicant Tracking..., Leadership, College Recruiting, Temporary Placement, Employee Benefits, Management, Training, Policy, Talent Management, Employee Relations, Onboarding, Cold Calling, Employee Training, Talent Acquisition, Technical Recruiting, Sourcing, Human Resources
Education
Saint Mary's College of California 1996 — 2000
BSE, Business Administration
Tasha Osbourne Tasha Osbourne's Wells Fargo Experience December 2011 - July 2013
Job Real Estate Agent at Southern Charm Realty of Central Florida LLC
Industry Management Consulting
Experience
Southern Charm Realty of Central Florida LLC September 2014 - Present
RedVision Systems, Inc. July 2013 - Present
Freelance Writer & Modeling Agent August 2009 - Present
Wells Fargo December 2011 - July 2013
United Way of Marion County December 2010 - July 2011
Taylor Bean & Whitaker Corporation March 2009 - August 2009
Mercantile Bank September 2007 - March 2009
Butler Financial Group July 2005 - September 2007
Lowes Home Improvement April 2002 - July 2005
Skills
Residential Homes, Relocation Buyers, Vacant Land Sales, Investments, Real Estate, Foreclosures, Short Sales, Farms, Property Auctions, Residential Mortgages, Loans, Management, Mortgage Lending, Time Management, Customer Service, Analysis, Marketing, Human Resources, Organization, Communication Skills, Strategic Planning, Title Insurance, Organizational..., Financial Controlling, Financial Market..., Resource Management, Information Technology, Creative Writer, Financial Services, Sales Operations
Education
Saint Leo University 2009 — 2011
Bachelor of Arts, Business Management
Central Florida Community College 2006 — 2009
Associates of Arts, Business Administration
Westfield State College 2002 — 2005
Business Degree
Southern Charm Realty of Central Florida LLC September 2014 - Present
RedVision Systems, Inc. July 2013 - Present
Freelance Writer & Modeling Agent August 2009 - Present
Wells Fargo December 2011 - July 2013
United Way of Marion County December 2010 - July 2011
Taylor Bean & Whitaker Corporation March 2009 - August 2009
Mercantile Bank September 2007 - March 2009
Butler Financial Group July 2005 - September 2007
Lowes Home Improvement April 2002 - July 2005
Skills
Residential Homes, Relocation Buyers, Vacant Land Sales, Investments, Real Estate, Foreclosures, Short Sales, Farms, Property Auctions, Residential Mortgages, Loans, Management, Mortgage Lending, Time Management, Customer Service, Analysis, Marketing, Human Resources, Organization, Communication Skills, Strategic Planning, Title Insurance, Organizational..., Financial Controlling, Financial Market..., Resource Management, Information Technology, Creative Writer, Financial Services, Sales Operations
Education
Saint Leo University 2009 — 2011
Bachelor of Arts, Business Management
Central Florida Community College 2006 — 2009
Associates of Arts, Business Administration
Westfield State College 2002 — 2005
Business Degree
Jeannie Miller's Wells Fargo Experience May 2013 - August 2013
Job Co Owner at FitCityBlonde
Industry Financial Services
Experience
Trustwave August 2014 - Present
FitCityBlonde July 2014 - Present
Wells Fargo May 2013 - August 2013
Saint Mary's College August 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, Fundraising, Spanish, Nonprofits, Facebook
Education
Saint Mary's College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Cretin-Derham Hall High School 2006 — 2010
Trustwave August 2014 - Present
FitCityBlonde July 2014 - Present
Wells Fargo May 2013 - August 2013
Saint Mary's College August 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, Fundraising, Spanish, Nonprofits, Facebook
Education
Saint Mary's College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Cretin-Derham Hall High School 2006 — 2010
Randall Blaton Randall Blaton's Wells Fargo Experience July 2015 - Present
Job at
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Pacific Sales Kitchen, Bath & Electronics March 2015 - Present
American Funds February 2015 - June 2015
Best Buy August 2014 - March 2015
Saint Louis University May 2013 - May 2014
Bush Student Center February 2012 - May 2014
Jason's Deli April 2009 - January 2012
Six Flags March 2007 - July 2008
Skills
Certified SAP Consultant, Bilingual, Microsoft Office, Microsoft Excel, Photoshop, PowerPoint, Event Planning, Leadership, Teamwork, Social Networking, Time Management, Microsoft Word, Customer Service
Education
Saint Louis University 2012 — 2014
International Business, 3.0
The University of Texas at San Antonio 2009 — 2011
Wells Fargo July 2015 - Present
Pacific Sales Kitchen, Bath & Electronics March 2015 - Present
American Funds February 2015 - June 2015
Best Buy August 2014 - March 2015
Saint Louis University May 2013 - May 2014
Bush Student Center February 2012 - May 2014
Jason's Deli April 2009 - January 2012
Six Flags March 2007 - July 2008
Skills
Certified SAP Consultant, Bilingual, Microsoft Office, Microsoft Excel, Photoshop, PowerPoint, Event Planning, Leadership, Teamwork, Social Networking, Time Management, Microsoft Word, Customer Service
Education
Saint Louis University 2012 — 2014
International Business, 3.0
The University of Texas at San Antonio 2009 — 2011
Tonya Rodgers's Wells Fargo Experience 2002 - 2005
Job Experienced Banking Officer
Industry Banking
Experience
Citi July 2014 - Present
UAMC April 2013 - August 2013
JC III & Associates October 2012 - December 2012
StreetLinks Lender Solutions October 2011 - February 2012
Wells Fargo 2002 - 2005
Skills
•Loan/Account..., •Regulatory Compliance, •Risk assessment, •Client assessment and..., Credit and Income...
Education
Saint Leo University 2010 — 2013
Bachelor's degree, Business/Managerial Economics
Citi July 2014 - Present
UAMC April 2013 - August 2013
JC III & Associates October 2012 - December 2012
StreetLinks Lender Solutions October 2011 - February 2012
Wells Fargo 2002 - 2005
Skills
•Loan/Account..., •Regulatory Compliance, •Risk assessment, •Client assessment and..., Credit and Income...
Education
Saint Leo University 2010 — 2013
Bachelor's degree, Business/Managerial Economics
Paul de Paschalis Paul de Paschalis's Wells Fargo Experience September 2011 - October 2012
Job Customer Experience Evangelist at Oracle
Industry Financial Services
Experience
Oracle October 2014 - Present
Wells Fargo Bank October 2012 - September 2014
Wells Fargo September 2011 - October 2012
Wells Fargo April 2004 - September 2011
Autonomy December 2001 - November 2004
Charles Schwab April 1997 - October 2001
Xpert Consulting Services June 1994 - August 1997
Gap Inc. May 1991 - June 1994
AT&T June 1984 - October 1991
Skills
Customer Experience, Customer Service, Integration, Vendor Management, Program Management, Cloud Computing, Mobile Technology, Telecommunications, SaaS, Enterprise Software, Call Centers, Business Analysis, CRM, Mobile Devices, Analytics, VoIP, Project Management, Call Center, Telephony, Budgets, Innovation, Mobile Payments, CRM software, Reporting & Analysis, Data Network, Relationship Management, Telecom Expense..., Budget Oversight
Education
Saint Mary's College of California 1982 — 1986
ba
de la salle high school 1977 — 1981
Oracle October 2014 - Present
Wells Fargo Bank October 2012 - September 2014
Wells Fargo September 2011 - October 2012
Wells Fargo April 2004 - September 2011
Autonomy December 2001 - November 2004
Charles Schwab April 1997 - October 2001
Xpert Consulting Services June 1994 - August 1997
Gap Inc. May 1991 - June 1994
AT&T June 1984 - October 1991
Skills
Customer Experience, Customer Service, Integration, Vendor Management, Program Management, Cloud Computing, Mobile Technology, Telecommunications, SaaS, Enterprise Software, Call Centers, Business Analysis, CRM, Mobile Devices, Analytics, VoIP, Project Management, Call Center, Telephony, Budgets, Innovation, Mobile Payments, CRM software, Reporting & Analysis, Data Network, Relationship Management, Telecom Expense..., Budget Oversight
Education
Saint Mary's College of California 1982 — 1986
ba
de la salle high school 1977 — 1981
Ryan Tegeler's Wells Fargo Experience June 2014 - Present
Job Financial Analyst, US Corporate Banking at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
WebMax Communications November 2013 - Present
Saint Joseph's University August 2013 - May 2014
Beacon Mortgage May 2012 - March 2014
ClearBridge Investments May 2013 - August 2013
East Coast Surf & Sport January 2011 - June 2013
Landmark Americana Tap & Grill August 2012 - May 2013
Saint Joseph's University August 2012 - May 2013
AlDar Bistro October 2009 - January 2012
Acme Markets June 2007 - August 2010
Skills
Microsoft Office, Social Networking, Social Media, Customer Service, Mac, Facebook, CRM, Bilingual, Social Media Marketing, Data Entry, Team Management, PowerPoint, Microsoft Excel, Database Design, Bloomberg, FactSet, Salesforce.com, Calyx Point, Pulse Mortgage CRM, Provisioning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2013 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance, Spanish
Saint Louis University, Madrid, Spain 2012 — 2012
Spring 2012 Study Abroad Student
Bishop Eustace Preparatory High School 2005 — 2009
Saint Rose of Lima
Wells Fargo June 2014 - Present
WebMax Communications November 2013 - Present
Saint Joseph's University August 2013 - May 2014
Beacon Mortgage May 2012 - March 2014
ClearBridge Investments May 2013 - August 2013
East Coast Surf & Sport January 2011 - June 2013
Landmark Americana Tap & Grill August 2012 - May 2013
Saint Joseph's University August 2012 - May 2013
AlDar Bistro October 2009 - January 2012
Acme Markets June 2007 - August 2010
Skills
Microsoft Office, Social Networking, Social Media, Customer Service, Mac, Facebook, CRM, Bilingual, Social Media Marketing, Data Entry, Team Management, PowerPoint, Microsoft Excel, Database Design, Bloomberg, FactSet, Salesforce.com, Calyx Point, Pulse Mortgage CRM, Provisioning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2013 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance, Spanish
Saint Louis University, Madrid, Spain 2012 — 2012
Spring 2012 Study Abroad Student
Bishop Eustace Preparatory High School 2005 — 2009
Saint Rose of Lima
Luis Urueta Luis Urueta's Wells Fargo Experience May 2010 - July 2011
Job Transportation Professional: Full Service Lease. Fleet maintenance solutions. Asset Optimization and Financing.
Industry Transportation/Trucking/Railroad
Experience
Penske Truck Leasing August 2014 - Present
Penske Truck Leasing July 2013 - August 2014
Penske Truck Leasing November 2011 - July 2013
Philadelphia Eagles August 2009 - July 2013
Wells Fargo May 2010 - July 2011
Philadelphia Eagles June 2009 - August 2009
Skills
Problem Solving, Organizational..., Team Leadership, Customer Service, Promotions, Inside Sales, Direct Sales, Public Speaking, Sales Management, Microsoft Office, Marketing Research, Cold Calling, Building Relationships, Business Development, Facebook, Marketing, Sales, Leadership, Management, Time Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor of Science, Marketing
Penske Truck Leasing August 2014 - Present
Penske Truck Leasing July 2013 - August 2014
Penske Truck Leasing November 2011 - July 2013
Philadelphia Eagles August 2009 - July 2013
Wells Fargo May 2010 - July 2011
Philadelphia Eagles June 2009 - August 2009
Skills
Problem Solving, Organizational..., Team Leadership, Customer Service, Promotions, Inside Sales, Direct Sales, Public Speaking, Sales Management, Microsoft Office, Marketing Research, Cold Calling, Building Relationships, Business Development, Facebook, Marketing, Sales, Leadership, Management, Time Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor of Science, Marketing
Heather Snow Holbrook Heather Snow Holbrook's Wells Fargo Experience 2003 - 2005
Job Vice President Client Services at ACCESS Destination Services
Industry Events Services
Experience
ACCESS Destination Services 2011 - Present
VSS Design Inc. 2006 - 2010
Wells Fargo 2003 - 2005
Skills
Financial Accounting, Management, Customer Service, Account Management, Marketing, Sales, Event Planning, Leadership, Budgets, Event Management, New Business Development
Education
Saint Mary's College of California 1999 — 2003
BSE, Business and Economics
ACCESS Destination Services 2011 - Present
VSS Design Inc. 2006 - 2010
Wells Fargo 2003 - 2005
Skills
Financial Accounting, Management, Customer Service, Account Management, Marketing, Sales, Event Planning, Leadership, Budgets, Event Management, New Business Development
Education
Saint Mary's College of California 1999 — 2003
BSE, Business and Economics
Brian Schleifer Brian Schleifer's Wells Fargo Experience December 2014 - Present
Job Business Sales Consultant
Industry Banking
Experience
Wells Fargo December 2014 - Present
AT&T July 2011 - December 2013
AT&T July 2008 - June 2011
Monster September 2003 - March 2008
Skills
Local Search, Media Planning, Advertising, Lead Generation, Online Advertising, Sales, Sales Management, Salesforce.com, SEM, Management, Sales Operations, Search Advertising, Mobile Advertising, Account Management, Team Management, Digital Marketing, Social Media Marketing
Education
Saint Louis University
Bachelor of Science in Business Administration, Management Information Systems
Wells Fargo December 2014 - Present
AT&T July 2011 - December 2013
AT&T July 2008 - June 2011
Monster September 2003 - March 2008
Skills
Local Search, Media Planning, Advertising, Lead Generation, Online Advertising, Sales, Sales Management, Salesforce.com, SEM, Management, Sales Operations, Search Advertising, Mobile Advertising, Account Management, Team Management, Digital Marketing, Social Media Marketing
Education
Saint Louis University
Bachelor of Science in Business Administration, Management Information Systems
Chrissy Schrader's Wells Fargo Experience October 2002 - February 2007
Job General Manager at Unico Properties LLC
Industry Real Estate
Experience
Unico Properties LLC August 2014 - Present
Unico Properties LLC May 2009 - Present
Unico Properties LLC February 2007 - May 2009
Wells Fargo October 2002 - February 2007
Northwest Building Service October 1997 - October 2002
Skills
Investment Properties, Lease Administration, Real Estate, Property Management, Leases, Tenant, Disposition, Asset Management, Contract Negotiation, Contract Management, Corporate Real Estate, Facilities Management, Construction Management, Commercial Tenant..., Tenant Improvement..., Aquisition, Real Estate Due..., Lease Negotiations, Landlords, Commercial Real Estate
Education
Saint Leo University
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Saint Leo University
Master of Business Administration (MBA)
Unico Properties LLC August 2014 - Present
Unico Properties LLC May 2009 - Present
Unico Properties LLC February 2007 - May 2009
Wells Fargo October 2002 - February 2007
Northwest Building Service October 1997 - October 2002
Skills
Investment Properties, Lease Administration, Real Estate, Property Management, Leases, Tenant, Disposition, Asset Management, Contract Negotiation, Contract Management, Corporate Real Estate, Facilities Management, Construction Management, Commercial Tenant..., Tenant Improvement..., Aquisition, Real Estate Due..., Lease Negotiations, Landlords, Commercial Real Estate
Education
Saint Leo University
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Saint Leo University
Master of Business Administration (MBA)
Brian Daltoso's Wells Fargo Experience August 2011 - December 2011
Job Controller at HydroCon Environmental LLC
Industry Environmental Services
Experience
HydroCon Environmental, LLC July 2014 - Present
Anderson Environmental Contracting, LLC July 2013 - July 2014
Anderson Environmental Contracting, LLC April 2013 - June 2013
CliftonLarsonAllen July 2012 - February 2013
Jackson Hewitt Tax Service Inc. January 2012 - April 2012
Wells Fargo August 2011 - December 2011
Kirkpatrick, Utgaard & Perry P.S. September 2008 - June 2011
Providence Health & Services July 2007 - September 2007
Ford Motor Company May 2006 - August 2006
Skills
Microsoft Office, Lacerte, Medi-Tech, 10 Key, GAAP, General Ledger, QuickBooks, Accounting, Bookkeeping, Budgets, Finance, Auditing
Education
Saint Martin's College 2005 — 2007
Bachelor of Arts (BA), Accounting
Walla Walla Community College 2003 — 2005
Associate of Arts (A.A.), Accounting
HydroCon Environmental, LLC July 2014 - Present
Anderson Environmental Contracting, LLC July 2013 - July 2014
Anderson Environmental Contracting, LLC April 2013 - June 2013
CliftonLarsonAllen July 2012 - February 2013
Jackson Hewitt Tax Service Inc. January 2012 - April 2012
Wells Fargo August 2011 - December 2011
Kirkpatrick, Utgaard & Perry P.S. September 2008 - June 2011
Providence Health & Services July 2007 - September 2007
Ford Motor Company May 2006 - August 2006
Skills
Microsoft Office, Lacerte, Medi-Tech, 10 Key, GAAP, General Ledger, QuickBooks, Accounting, Bookkeeping, Budgets, Finance, Auditing
Education
Saint Martin's College 2005 — 2007
Bachelor of Arts (BA), Accounting
Walla Walla Community College 2003 — 2005
Associate of Arts (A.A.), Accounting
David Krier David Krier's Wells Fargo Experience December 2012 - Present
Job Finance and Accounting Systems Professional
Industry Financial Services
Experience
Wells Fargo December 2012 - Present
Kamehameha Schools June 2011 - November 2012
JP Morgan Chase October 2008 - September 2009
Washington Mutual Bank August 2001 - September 2008
Ciber November 1998 - May 2001
The Boeing Company November 1989 - November 1998
Skills
PeopleSoft, ERP, Business Analysis, Business Process..., Fixed Assets, Business Intelligence, SQL, Process Engineering, SOX, Data Warehousing, Crystal Reports, Documentation, SharePoint, SDLC, Access, Analysis, Requirements Analysis, General Ledger, Process Improvement, Accounting, Oracle SQL, DB2, PL/SQL, Funds Transfer Pricing, EPM, PeopleTools, PeopleCode, Informatica, Datastage, Software Documentation, Requirements Gathering, Sarbanes-Oxley Act
Education
University of San Diego 1987 — 1989
MBA
Saint Martin's University 1982 — 1986
BA
John F Kennedy Mem HS 1978 — 1982
Wells Fargo December 2012 - Present
Kamehameha Schools June 2011 - November 2012
JP Morgan Chase October 2008 - September 2009
Washington Mutual Bank August 2001 - September 2008
Ciber November 1998 - May 2001
The Boeing Company November 1989 - November 1998
Skills
PeopleSoft, ERP, Business Analysis, Business Process..., Fixed Assets, Business Intelligence, SQL, Process Engineering, SOX, Data Warehousing, Crystal Reports, Documentation, SharePoint, SDLC, Access, Analysis, Requirements Analysis, General Ledger, Process Improvement, Accounting, Oracle SQL, DB2, PL/SQL, Funds Transfer Pricing, EPM, PeopleTools, PeopleCode, Informatica, Datastage, Software Documentation, Requirements Gathering, Sarbanes-Oxley Act
Education
University of San Diego 1987 — 1989
MBA
Saint Martin's University 1982 — 1986
BA
John F Kennedy Mem HS 1978 — 1982
Nick Wright, CPA Nick Wright, CPA's Wells Fargo Experience September 2012 - Present
Job Commercial Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2012 - Present
Boys & Girls Clubs of South Puget Sound January 2011 - December 2012
Moss Adams LLP November 2005 - September 2012
Columbia Bank April 2004 - November 2005
Skills
Auditing, Banking, GAAP, Reviews, Internal Controls, Financial Reporting, Financial Statements, Accounting, US GAAP, Financial Analysis, Financial Accounting, Commercial Banking, Loans
Education
Saint Martin's University 2005 — 2006
Accounting
Western Washington University 2000 — 2003
BA, Finance and Accounting
Wells Fargo September 2012 - Present
Boys & Girls Clubs of South Puget Sound January 2011 - December 2012
Moss Adams LLP November 2005 - September 2012
Columbia Bank April 2004 - November 2005
Skills
Auditing, Banking, GAAP, Reviews, Internal Controls, Financial Reporting, Financial Statements, Accounting, US GAAP, Financial Analysis, Financial Accounting, Commercial Banking, Loans
Education
Saint Martin's University 2005 — 2006
Accounting
Western Washington University 2000 — 2003
BA, Finance and Accounting
Emily Rockers Emily Rockers's Wells Fargo Experience April 2009 - August 2009
Job Staff Nurse RN, BSN at Barnes Jewish Hospital
Industry Hospital & Health Care
Experience
Barnes-Jewish Hospital February 2015 - Present
The Dubliner October 2009 - Present
Wells Fargo April 2009 - August 2009
Jake O'Connor's Public House December 2007 - August 2009
Skills
Microsoft Office, Customer Service
Education
Saint Louis University - Madrid 2006 — 2012
Saint Louis University 2006 — 2010
BS, Business - Management Information Systems
Saint Louis University - John Cook School of Business 2006 — 2010
Honors BSBA, Information Technology Management (MIS)
Holy Family Catholic High School
Barnes-Jewish Hospital February 2015 - Present
The Dubliner October 2009 - Present
Wells Fargo April 2009 - August 2009
Jake O'Connor's Public House December 2007 - August 2009
Skills
Microsoft Office, Customer Service
Education
Saint Louis University - Madrid 2006 — 2012
Saint Louis University 2006 — 2010
BS, Business - Management Information Systems
Saint Louis University - John Cook School of Business 2006 — 2010
Honors BSBA, Information Technology Management (MIS)
Holy Family Catholic High School
Gale Sheean-Remotto Gale Sheean-Remotto's Wells Fargo Experience June 2009 - January 2011
Job Organizational Consultant/Project Manager, PMP
Industry Marketing and Advertising
Experience
University of California, Office of the President September 2011 - Present
Wells Fargo June 2009 - January 2011
EMC Creative (Award-winning strategic marketing communications co. in East Bay) 2001 - March 2009
SIX60 2006 - December 2008
City Marketing April 1993 - May 2001
Clear Ink 2000 - 2001
The O'Brien Company May 1988 - February 1993
Skills
Email Marketing, Leadership, Integrated Marketing, CRM, Advertising, Management, Marketing, Project Management, Social Media Marketing, Vendor Management, Creative Direction, Marketing Strategy, SDLC, Blogging, Account Management, Public Relations, Marketing Communications, Cross-functional Team..., Online Advertising
Education
Saint Mary's College of California 1981 — 1985
University of California, Office of the President September 2011 - Present
Wells Fargo June 2009 - January 2011
EMC Creative (Award-winning strategic marketing communications co. in East Bay) 2001 - March 2009
SIX60 2006 - December 2008
City Marketing April 1993 - May 2001
Clear Ink 2000 - 2001
The O'Brien Company May 1988 - February 1993
Skills
Email Marketing, Leadership, Integrated Marketing, CRM, Advertising, Management, Marketing, Project Management, Social Media Marketing, Vendor Management, Creative Direction, Marketing Strategy, SDLC, Blogging, Account Management, Public Relations, Marketing Communications, Cross-functional Team..., Online Advertising
Education
Saint Mary's College of California 1981 — 1985
Jim Goethals Jim Goethals's Wells Fargo Experience May 2003 - March 2007
Job Associate Director of Reporting, SAS Team Lead at OptumInsight
Industry Hospital & Health Care
Experience
OptumInsight April 2014 - Present
OptumHealth December 2012 - April 2014
OptumInsight April 2007 - December 2012
Wells Fargo May 2003 - March 2007
Wells Fargo April 2003 - May 2003
Pacioli Companies September 2002 - March 2003
Computer Gains, Inc. December 2001 - July 2002
Wells Fargo July 2000 - December 2001
Prime Therapeutics, Inc. July 1997 - July 2000
Maritz Marketing Research, Inc. April 1995 - July 1997
Skills
SAS, Data Warehousing, ETL, Business Intelligence, Visio, Unix, SQL, Data Analysis, Teradata, Data Management, Databases, Business Analysis, Analytics, DB2, SDLC, Data Mining, Oracle, Unix Shell Scripting, SAS programming, Testing, Analysis, User Acceptance Testing, Software Documentation, Software Project..., Requirements Analysis, Enterprise Architecture, Programming, Shell Scripting, Requirements Gathering, Performance Tuning, Data Integration
Education
Parks College of St. Louis University 1990 — 1995
Bachelor of Science, Aviation Science / Professional Pilot
Winona State University 1989 — 1990
OptumInsight April 2014 - Present
OptumHealth December 2012 - April 2014
OptumInsight April 2007 - December 2012
Wells Fargo May 2003 - March 2007
Wells Fargo April 2003 - May 2003
Pacioli Companies September 2002 - March 2003
Computer Gains, Inc. December 2001 - July 2002
Wells Fargo July 2000 - December 2001
Prime Therapeutics, Inc. July 1997 - July 2000
Maritz Marketing Research, Inc. April 1995 - July 1997
Skills
SAS, Data Warehousing, ETL, Business Intelligence, Visio, Unix, SQL, Data Analysis, Teradata, Data Management, Databases, Business Analysis, Analytics, DB2, SDLC, Data Mining, Oracle, Unix Shell Scripting, SAS programming, Testing, Analysis, User Acceptance Testing, Software Documentation, Software Project..., Requirements Analysis, Enterprise Architecture, Programming, Shell Scripting, Requirements Gathering, Performance Tuning, Data Integration
Education
Parks College of St. Louis University 1990 — 1995
Bachelor of Science, Aviation Science / Professional Pilot
Winona State University 1989 — 1990
James Xu James Xu's Wells Fargo Experience October 2013 - Present
Job Data Mining Enthusiast at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2013 - Present
Kaiser Permanente January 2013 - October 2013
Kaiser Permanente June 2011 - October 2013
VHQC April 2010 - April 2011
Saint Louis Veteran Affairs Medical Center January 2009 - March 2010
BOEING INTEGRATED DEFENSE SYSTEMS February 2008 - October 2009
Saint Louis University - School of Public Health August 2009 - August 2009
BOEING INTEGRATED DEFENSE SYSTEMS January 2005 - February 2008
BOEING INTEGRATED DEFENSE SYSTEMS October 2002 - December 2004
BOEING INTEGRATED DEFENSE SYSTEMS October 2001 - September 2002
Skills
Statistics, Microsoft Excel, Data Analysis, Clinical Research, Research, SAS programming, Incremental Response..., Decision Trees, Naive Bayes Classifier, Cluster Analysis, Survival Analysis, Excel, Data Collection, SAS, Data Mining, Analysis, R, SQL, Statistical Modeling, Program Management, Biostatistics, Predictive Modeling, Process Improvement, Business Intelligence, SPSS, Cross-functional Team..., Public Health, Predictive Analytics, Linear Regression, Analytics, Quantitative Analytics, Quantitative Research, Survey Design, Data Modeling, SAS Programming, SAS Base
Education
Saint Louis University 2007 — 2010
MPH, Biostatistics and Epidemiology, 3.85/4.00
IHM Health Studies Center 2006 — 2006
N/A, Emergeny Medicine, 4.00/4.00
Washington University in St. Louis 1996 — 2000
BSBA, Finance, 3.18/4.00
Saint Louis University 1996 — 1998
Park's College of Aviation, Air Force Reserve Officer Training Corps, 3.38/4.00
Fast Response
Fast Response
Wells Fargo October 2013 - Present
Kaiser Permanente January 2013 - October 2013
Kaiser Permanente June 2011 - October 2013
VHQC April 2010 - April 2011
Saint Louis Veteran Affairs Medical Center January 2009 - March 2010
BOEING INTEGRATED DEFENSE SYSTEMS February 2008 - October 2009
Saint Louis University - School of Public Health August 2009 - August 2009
BOEING INTEGRATED DEFENSE SYSTEMS January 2005 - February 2008
BOEING INTEGRATED DEFENSE SYSTEMS October 2002 - December 2004
BOEING INTEGRATED DEFENSE SYSTEMS October 2001 - September 2002
Skills
Statistics, Microsoft Excel, Data Analysis, Clinical Research, Research, SAS programming, Incremental Response..., Decision Trees, Naive Bayes Classifier, Cluster Analysis, Survival Analysis, Excel, Data Collection, SAS, Data Mining, Analysis, R, SQL, Statistical Modeling, Program Management, Biostatistics, Predictive Modeling, Process Improvement, Business Intelligence, SPSS, Cross-functional Team..., Public Health, Predictive Analytics, Linear Regression, Analytics, Quantitative Analytics, Quantitative Research, Survey Design, Data Modeling, SAS Programming, SAS Base
Education
Saint Louis University 2007 — 2010
MPH, Biostatistics and Epidemiology, 3.85/4.00
IHM Health Studies Center 2006 — 2006
N/A, Emergeny Medicine, 4.00/4.00
Washington University in St. Louis 1996 — 2000
BSBA, Finance, 3.18/4.00
Saint Louis University 1996 — 1998
Park's College of Aviation, Air Force Reserve Officer Training Corps, 3.38/4.00
Fast Response
Fast Response
Jonathan O'Dell Jonathan O'Dell's Wells Fargo Experience July 2009 - February 2012
Job Associate Compliance Counsel at Edward Jones
Industry
Experience
Edward Jones August 2014 - Present
Wells Fargo Advisors June 2013 - August 2014
Wells Fargo Advisors February 2012 - June 2013
Wells Fargo July 2009 - February 2012
A..G. Edwards & Son, Inc. March 2006 - July 2009
A.G. Edwards & Sons, Inc. March 2001 - March 2006
A.G. Edwards & Sons, Inc. October 1998 - March 2001
American Century Mutual Funds January 1997 - September 1998
Education
Saint Louis University School of Law 2007 — 2012
Juris Doctor
Edward Jones August 2014 - Present
Wells Fargo Advisors June 2013 - August 2014
Wells Fargo Advisors February 2012 - June 2013
Wells Fargo July 2009 - February 2012
A..G. Edwards & Son, Inc. March 2006 - July 2009
A.G. Edwards & Sons, Inc. March 2001 - March 2006
A.G. Edwards & Sons, Inc. October 1998 - March 2001
American Century Mutual Funds January 1997 - September 1998
Education
Saint Louis University School of Law 2007 — 2012
Juris Doctor
Adam Gloeckler Adam Gloeckler's Wells Fargo Experience January 2015 - Present
Job Personal Banker II at Wells Fargo
Industry Accounting
Experience
Wells Fargo January 2015 - Present
Wells Fargo August 2012 - Present
Wells Fargo October 2011 - August 2012
Alpine Shop Ltd October 2008 - July 2011
Phillips Supply Company January 2005 - August 2008
Skills
Sales, Microsoft Excel, Microsoft Office, Marketing, Sales Management, Management, Customer Service, Microsoft Word, PowerPoint, Social Media, Account Management, Leadership, Retail, Financial Analysis, Inventory Management
Education
St. Louis Community College 2009 — 2011
Accounting, Accounting, Finance, Business Law, Economics, etc.
Saint Louis University 2000 — 2001
St. Xavier High School
Wells Fargo January 2015 - Present
Wells Fargo August 2012 - Present
Wells Fargo October 2011 - August 2012
Alpine Shop Ltd October 2008 - July 2011
Phillips Supply Company January 2005 - August 2008
Skills
Sales, Microsoft Excel, Microsoft Office, Marketing, Sales Management, Management, Customer Service, Microsoft Word, PowerPoint, Social Media, Account Management, Leadership, Retail, Financial Analysis, Inventory Management
Education
St. Louis Community College 2009 — 2011
Accounting, Accounting, Finance, Business Law, Economics, etc.
Saint Louis University 2000 — 2001
St. Xavier High School
Elena Panchenko's Wells Fargo Experience April 2013 - Present
Job Assistant Vice President Regional Private Banker
Industry Banking
Experience
Wells Fargo April 2013 - Present
Wells Fargo November 2009 - April 2013
Bank of America January 2005 - October 2008
Skills
Loans, Credit, Banking, Small Business Lending, Consumer Lending, Wealth Management, Retail Banking, Investments, Strategic Financial..., Fixed Annuities, Asset Allocation, Cash Management, Insurance, Relationship Management, Financial Services, Home Equity Lines of..., Series 7, Life Insurance, Variable Annuities, Retirement, Banking Relationships, Securities, Retirement Planning, Credit Analysis, 401k Rollovers, Personal Banking, 529 Plans, Series 63, Lines Of Credit, Loan Origination, High Net Worth..., 401k, Portfolio Management, IRAs, Private Banking, Wealth, Personal Financial..., Roth IRA, Wealth Management..., Asset Based Lending, Cash Flow Lending, Asset Management, Financial Planning
Education
Florida State College 2006 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services, 3.86
Saint Leo University 2002 — 2004
Accounting and Finance
James Madison high school 2000 — 2001
Wells Fargo April 2013 - Present
Wells Fargo November 2009 - April 2013
Bank of America January 2005 - October 2008
Skills
Loans, Credit, Banking, Small Business Lending, Consumer Lending, Wealth Management, Retail Banking, Investments, Strategic Financial..., Fixed Annuities, Asset Allocation, Cash Management, Insurance, Relationship Management, Financial Services, Home Equity Lines of..., Series 7, Life Insurance, Variable Annuities, Retirement, Banking Relationships, Securities, Retirement Planning, Credit Analysis, 401k Rollovers, Personal Banking, 529 Plans, Series 63, Lines Of Credit, Loan Origination, High Net Worth..., 401k, Portfolio Management, IRAs, Private Banking, Wealth, Personal Financial..., Roth IRA, Wealth Management..., Asset Based Lending, Cash Flow Lending, Asset Management, Financial Planning
Education
Florida State College 2006 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services, 3.86
Saint Leo University 2002 — 2004
Accounting and Finance
James Madison high school 2000 — 2001
Mukesh Agarwal Mukesh Agarwal's Wells Fargo Experience October 2003 - September 2004
Job MBA, PMP, CSM
Industry Information Technology and Services
Experience
PG&E Inc March 2009 - Present
Yahoo, Inc September 2007 - February 2009
Genentech, Inc September 2004 - September 2007
Wells Fargo October 2003 - September 2004
Configuration Manager, Information Technology May 1998 - September 2003
Mci May 1996 - April 1998
Consumer Power October 1995 - April 1996
Lockheed Martin February 1993 - April 1995
Skills
Business Analysis, Quality Assurance, Cross-functional Team..., PMO, Process Development, Metrics, Vendor Management, Software Project..., PMP, SDLC, Program Management, Process Improvement, Project Management, Change Management, Agile Project Management, Enterprise Software, Management, Leadership, E-commerce, Team Management, Risk Management, Integration, Scrum, Agile Methodologies, Information Technology
Education
Stanford University 2007 — 2012
SAPM
Saint Mary's College of California 2008 — 2010
MBA, MBA
University of Ajmer
BACHELOR OF SCIENCE; s Diploma in System's, Biology; management
PG&E Inc March 2009 - Present
Yahoo, Inc September 2007 - February 2009
Genentech, Inc September 2004 - September 2007
Wells Fargo October 2003 - September 2004
Configuration Manager, Information Technology May 1998 - September 2003
Mci May 1996 - April 1998
Consumer Power October 1995 - April 1996
Lockheed Martin February 1993 - April 1995
Skills
Business Analysis, Quality Assurance, Cross-functional Team..., PMO, Process Development, Metrics, Vendor Management, Software Project..., PMP, SDLC, Program Management, Process Improvement, Project Management, Change Management, Agile Project Management, Enterprise Software, Management, Leadership, E-commerce, Team Management, Risk Management, Integration, Scrum, Agile Methodologies, Information Technology
Education
Stanford University 2007 — 2012
SAPM
Saint Mary's College of California 2008 — 2010
MBA, MBA
University of Ajmer
BACHELOR OF SCIENCE; s Diploma in System's, Biology; management
Sean Kelly Sean Kelly's Wells Fargo Experience August 2013 - Present
Job Wells Fargo Vice President, Product Management
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
Wells Fargo Advisors LLC January 2012 - July 2013
MasterCard 2006 - 2011
Maritz 2000 - 2005
Maritz 1999 - 2000
Skills
Business Strategy, New Business Development, Product Development, Loyalty Marketing, Business Development, Financial Services, Loyalty Programs, Strategic Planning, Strategic Partnerships, CRM, Customer Experience, Marketing Strategy, Process Improvement, Account Management, Marketing, Cross-functional Team..., Product Management, B2B, Program Management, Start-ups, Vendor Management, Leadership, Forecasting, Team Leadership, Team Building, Strategy, Business Intelligence, Business Process..., Business Planning, Management, Change Management, Sales, Selling, Analytics, Analysis, Finance, Call Centers, Competitive Analysis, Executive Management, Financial Modeling, Credit Cards, Business Analysis, Banking, Relationship Management, Investments, Sales Operations, Risk Management, Segmentation, Portfolio Management, Management Consulting
Education
Webster University
Saint Louis University
BSBA
St. Louis University High School
Wells Fargo August 2013 - Present
Wells Fargo Advisors LLC January 2012 - July 2013
MasterCard 2006 - 2011
Maritz 2000 - 2005
Maritz 1999 - 2000
Skills
Business Strategy, New Business Development, Product Development, Loyalty Marketing, Business Development, Financial Services, Loyalty Programs, Strategic Planning, Strategic Partnerships, CRM, Customer Experience, Marketing Strategy, Process Improvement, Account Management, Marketing, Cross-functional Team..., Product Management, B2B, Program Management, Start-ups, Vendor Management, Leadership, Forecasting, Team Leadership, Team Building, Strategy, Business Intelligence, Business Process..., Business Planning, Management, Change Management, Sales, Selling, Analytics, Analysis, Finance, Call Centers, Competitive Analysis, Executive Management, Financial Modeling, Credit Cards, Business Analysis, Banking, Relationship Management, Investments, Sales Operations, Risk Management, Segmentation, Portfolio Management, Management Consulting
Education
Webster University
Saint Louis University
BSBA
St. Louis University High School
Blake Brydon Blake Brydon's Wells Fargo Experience January 2010 - July 2011
Job Financial Services Manager at Mechanics Bank
Industry Financial Services
Experience
Mechanics Bank July 2014 - Present
Mechanics Bank January 2012 - June 2014
Wells Fargo January 2010 - July 2011
Bank of Alameda March 2001 - January 2009
GreenPoint Mortgage March 1998 - August 2000
US Bank November 1986 - August 1997
Skills
Mortgage Lending, Sales, Portfolio Management, Loans, Customer Service..., Employee Training, Managerial Finance, Investment Banking, Banking, Loan Origination, Commercial Lending, Financial Risk, Risk Management, Insurance, Small Business Lending, Retail Banking, Residential Mortgages, Budgets, Private Banking, Residential Homes, New Business Development, Commercial Banking, Finance, Strategic Financial..., Program Management, Mortgage Banking, Investment Properties, Training, Customer Service, Management, Refinance, Credit Analysis, Lines Of Credit, Cross Selling, Human Resources, Referrals, Strategy, Wealth Management, Credit, Consumer Lending, Leadership, FHA, Investments, CRM, Real Estate, Underwriting, Home Equity Loans, VA loans, Commercial Mortgages, USDA
Education
St. Mary's College of California 1978 — 1982
B.A., Political Science
Mechanics Bank July 2014 - Present
Mechanics Bank January 2012 - June 2014
Wells Fargo January 2010 - July 2011
Bank of Alameda March 2001 - January 2009
GreenPoint Mortgage March 1998 - August 2000
US Bank November 1986 - August 1997
Skills
Mortgage Lending, Sales, Portfolio Management, Loans, Customer Service..., Employee Training, Managerial Finance, Investment Banking, Banking, Loan Origination, Commercial Lending, Financial Risk, Risk Management, Insurance, Small Business Lending, Retail Banking, Residential Mortgages, Budgets, Private Banking, Residential Homes, New Business Development, Commercial Banking, Finance, Strategic Financial..., Program Management, Mortgage Banking, Investment Properties, Training, Customer Service, Management, Refinance, Credit Analysis, Lines Of Credit, Cross Selling, Human Resources, Referrals, Strategy, Wealth Management, Credit, Consumer Lending, Leadership, FHA, Investments, CRM, Real Estate, Underwriting, Home Equity Loans, VA loans, Commercial Mortgages, USDA
Education
St. Mary's College of California 1978 — 1982
B.A., Political Science
Rita Galusha, SPHR Rita Galusha, SPHR's Wells Fargo Experience 1994 - 2008
Job Servant Leader
Industry Human Resources
Experience
God's Kingdom March 2012 - Present
Experience Unlimited May 2010 - January 2012
Experience Unlimited February 2009 - March 2010
WELLS FARGO 1994 - 2008
WELLS FARGO 1968 - 1994
Skills
Human Resources, Project Management, Onboarding, Performance Management, Recruiting, Coaching, Training, Leadership, Nonprofits, Workshop Facilitation, Interviews, Management, Organizational..., Change Management, Organizational..., Conflict Resolution, Employee Training, Talent Acquisition
Education
Saint Mary's College of California 1980 — 1981
BA
HR Certification Institute 2010 — 2010
SPHR
God's Kingdom March 2012 - Present
Experience Unlimited May 2010 - January 2012
Experience Unlimited February 2009 - March 2010
WELLS FARGO 1994 - 2008
WELLS FARGO 1968 - 1994
Skills
Human Resources, Project Management, Onboarding, Performance Management, Recruiting, Coaching, Training, Leadership, Nonprofits, Workshop Facilitation, Interviews, Management, Organizational..., Change Management, Organizational..., Conflict Resolution, Employee Training, Talent Acquisition
Education
Saint Mary's College of California 1980 — 1981
BA
HR Certification Institute 2010 — 2010
SPHR
Annette Keller's Wells Fargo Experience August 2015 - Present
Job Human Resources Business Partner
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Monsanto March 2012 - August 2015
Monsanto April 2010 - March 2012
Monsanto - US Commercial September 2009 - April 2010
Monsanto, Corn States LLC November 2008 - September 2009
Skills
Employee Relations, Organizational..., Compensation, Policy, Performance Management, Performance Improvement, Training Delivery, Training & Development, Employee Counseling, Coaching, Onboarding, Employee Training, Employee Engagement, Human Resources, Recruiting, Training, Talent Acquisition, Labor Relations, Personnel Management, Employee Benefits, Management
Education
Saint Louis University 1996 — 2000
Bachelor of Science in Business and Administration, Human Resources and Marketing
East Central College 1993 — 1996
AAS, Business Management
Wells Fargo August 2015 - Present
Monsanto March 2012 - August 2015
Monsanto April 2010 - March 2012
Monsanto - US Commercial September 2009 - April 2010
Monsanto, Corn States LLC November 2008 - September 2009
Skills
Employee Relations, Organizational..., Compensation, Policy, Performance Management, Performance Improvement, Training Delivery, Training & Development, Employee Counseling, Coaching, Onboarding, Employee Training, Employee Engagement, Human Resources, Recruiting, Training, Talent Acquisition, Labor Relations, Personnel Management, Employee Benefits, Management
Education
Saint Louis University 1996 — 2000
Bachelor of Science in Business and Administration, Human Resources and Marketing
East Central College 1993 — 1996
AAS, Business Management
Justin Albrecht Justin Albrecht's Wells Fargo Experience July 2014 - Present
Job Financial Consultant III at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2014 - Present
Bank of the West June 2011 - July 2014
Bank of the West September 2008 - June 2011
Bayside Solutions January 2007 - July 2008
Oakwood Athletic Club June 2006 - December 2006
Skills
Treasury Management, Forecasting, Financial Analysis, Banking, Finance, Financial Modeling, Cash Management, Financial Risk, Corporate Finance, Strategic Financial..., Treasury, Financial Reporting, Asset Managment, Funds Transfer Pricing
Education
Saint Mary's College of California 2006 — 2008
MBA, Finance
Saint Mary's College of California 2002 — 2006
BA, Business Administration
Granite Bay High School 1998 — 2002
Wells Fargo July 2014 - Present
Bank of the West June 2011 - July 2014
Bank of the West September 2008 - June 2011
Bayside Solutions January 2007 - July 2008
Oakwood Athletic Club June 2006 - December 2006
Skills
Treasury Management, Forecasting, Financial Analysis, Banking, Finance, Financial Modeling, Cash Management, Financial Risk, Corporate Finance, Strategic Financial..., Treasury, Financial Reporting, Asset Managment, Funds Transfer Pricing
Education
Saint Mary's College of California 2006 — 2008
MBA, Finance
Saint Mary's College of California 2002 — 2006
BA, Business Administration
Granite Bay High School 1998 — 2002
Agnieszka Faryna Agnieszka Faryna's Wells Fargo Experience October 2011 - February 2012
Job Manager, Business Analysis at Marriott International
Industry Hospitality
Experience
Marriott International June 2013 - Present
Marriott International February 2012 - June 2013
Wells Fargo October 2011 - February 2012
US Bank August 2008 - July 2010
AXA Advisors August 2007 - August 2008
Kennedy Capital Management March 2007 - August 2007
Skills
Credit, Banking, Analysis, Problem Solving, Spanish, Polish, Microsoft Office, Team Leadership
Education
Webster University 2010 — 2011
MBA
Saint Louis University 2004 — 2008
BS, Finance
Marriott International June 2013 - Present
Marriott International February 2012 - June 2013
Wells Fargo October 2011 - February 2012
US Bank August 2008 - July 2010
AXA Advisors August 2007 - August 2008
Kennedy Capital Management March 2007 - August 2007
Skills
Credit, Banking, Analysis, Problem Solving, Spanish, Polish, Microsoft Office, Team Leadership
Education
Webster University 2010 — 2011
MBA
Saint Louis University 2004 — 2008
BS, Finance
Yuliya Dalbunova's Wells Fargo Experience December 2011 - Present
Job Credit Analyst
Industry Accounting
Experience
Wells Fargo December 2011 - Present
Wells Fargo Bank November 2010 - December 2011
Wachovia Bank January 2007 - November 2010
Lord and Taylor December 2005 - December 2009
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Customer Service, Financial Accounting, Financial Analysis, Financial Reporting, Loans, Personal Financial..., Retail Banking, Risk Compliance, Risk Management, Underwriting, Access, Business Analysis, Data Analysis, Microsoft Office, Microsoft Excel, Minitab, Research, Statistics, VBA Excel, Public Speaking, VBA, Mortgage Lending, Portfolio Management, Communication Skills, Management, Training, Accounting, Sales, Finance, Financial Modeling, Financial Services, Analysis, Cash Management, Process Improvement, Insurance, Forecasting, Investments, Leadership, Auditing, Strategic Financial..., Corporate Finance, Valuation, Asset Management, Bloomberg
Education
Saint Joseph's University 2011 — 2013
Master of Science, Business Intelligence
Saint Joseph's University 2007 — 2010
Bachelor of Science, Business Administration; Accounting, Business Intelligence and Finance concentrations
Wells Fargo December 2011 - Present
Wells Fargo Bank November 2010 - December 2011
Wachovia Bank January 2007 - November 2010
Lord and Taylor December 2005 - December 2009
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Customer Service, Financial Accounting, Financial Analysis, Financial Reporting, Loans, Personal Financial..., Retail Banking, Risk Compliance, Risk Management, Underwriting, Access, Business Analysis, Data Analysis, Microsoft Office, Microsoft Excel, Minitab, Research, Statistics, VBA Excel, Public Speaking, VBA, Mortgage Lending, Portfolio Management, Communication Skills, Management, Training, Accounting, Sales, Finance, Financial Modeling, Financial Services, Analysis, Cash Management, Process Improvement, Insurance, Forecasting, Investments, Leadership, Auditing, Strategic Financial..., Corporate Finance, Valuation, Asset Management, Bloomberg
Education
Saint Joseph's University 2011 — 2013
Master of Science, Business Intelligence
Saint Joseph's University 2007 — 2010
Bachelor of Science, Business Administration; Accounting, Business Intelligence and Finance concentrations
Christine Marshall Christine Marshall's Wells Fargo Experience May 2013 - Present
Job VP, Strategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
Wells Fargo June 1997 - Present
Northwestern Human Services January 1994 - June 1997
Missionary Servants of the Most Blessed Trinity January 1992 - January 1994
Radiation Oncology Center of Marlton April 1992 - April 1993
Hampton Hospital June 1989 - September 1991
Reliance Insurance December 1988 - June 1989
Glaxo SmithKline November 1980 - December 1988
Skills
Talent Management, Workforce Planning, Organizational..., Leadership Development, Employee Relations, Strategic Planning, Succession Planning, Change Management, Employee Engagement, HR Transformation, Organizational Design, HR Consulting, Balanced Scorecard
Education
Saint Leo University 2015 — 2017
Master of Business Administration (M.B.A.), Human Resource Management
University of Maryland University College 2012 — 2013
Bachelor of Science (BS), Human Resources Management, Summa Cum Laude
Wells Fargo May 2013 - Present
Wells Fargo June 1997 - Present
Northwestern Human Services January 1994 - June 1997
Missionary Servants of the Most Blessed Trinity January 1992 - January 1994
Radiation Oncology Center of Marlton April 1992 - April 1993
Hampton Hospital June 1989 - September 1991
Reliance Insurance December 1988 - June 1989
Glaxo SmithKline November 1980 - December 1988
Skills
Talent Management, Workforce Planning, Organizational..., Leadership Development, Employee Relations, Strategic Planning, Succession Planning, Change Management, Employee Engagement, HR Transformation, Organizational Design, HR Consulting, Balanced Scorecard
Education
Saint Leo University 2015 — 2017
Master of Business Administration (M.B.A.), Human Resource Management
University of Maryland University College 2012 — 2013
Bachelor of Science (BS), Human Resources Management, Summa Cum Laude
Tina Kramer Tina Kramer's Wells Fargo Experience September 1999 - Present
Job Equities Trader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 1999 - Present
Skills
Series 7, Options, Equities, Trading, Capital Markets, Series 63, Series 55, Equity Trading, Trading Systems
Education
Saint Louis University
B .L.S., Psychology
Webster University
M.B.A., Business
Wells Fargo September 1999 - Present
Skills
Series 7, Options, Equities, Trading, Capital Markets, Series 63, Series 55, Equity Trading, Trading Systems
Education
Saint Louis University
B .L.S., Psychology
Webster University
M.B.A., Business
Erica Roberts-Phan Erica Roberts-Phan's Wells Fargo Experience December 2010 - Present
Job at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2010 - Present
Wells Fargo October 2009 - December 2010
JP Morgan Chase October 2008 - August 2009
JPMorgan Chase July 2007 - October 2008
JPMorgan Chase August 2005 - July 2007
JPMorgan Chase August 2003 - August 2005
JPMorgan Chase February 2000 - August 2003
United Airlines May 1999 - August 1999
UPS January 1999 - May 1999
Bank of America May 1998 - January 1999
Skills
Risk Management, Data Analysis, Analytics, Credit Risk
Education
Saint Mary's College of California 2004 — 2005
MS, Financial Analysis and Investment Management
University of California, Berkeley 1995 — 1999
BS, Industrial Engineering and Operations Research (IEOR)
Wells Fargo December 2010 - Present
Wells Fargo October 2009 - December 2010
JP Morgan Chase October 2008 - August 2009
JPMorgan Chase July 2007 - October 2008
JPMorgan Chase August 2005 - July 2007
JPMorgan Chase August 2003 - August 2005
JPMorgan Chase February 2000 - August 2003
United Airlines May 1999 - August 1999
UPS January 1999 - May 1999
Bank of America May 1998 - January 1999
Skills
Risk Management, Data Analysis, Analytics, Credit Risk
Education
Saint Mary's College of California 2004 — 2005
MS, Financial Analysis and Investment Management
University of California, Berkeley 1995 — 1999
BS, Industrial Engineering and Operations Research (IEOR)
Leslie Lukesh Leslie Lukesh's Wells Fargo Experience April 2009 - Present
Job Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo April 2009 - Present
Barclays Global Investors September 2008 - November 2008
Delta Dental of California November 2001 - August 2008
HRchitect October 2000 - August 2001
Symphoni Interactive January 1998 - September 2000
Montgomery Asset Management March 1995 - December 1997
Barclays Global Investors January 1991 - March 1995
Education
Saint Mary's College of California 1998 — 2000
MBA
University of California, Berkeley 1985 — 1989
Wells Fargo April 2009 - Present
Barclays Global Investors September 2008 - November 2008
Delta Dental of California November 2001 - August 2008
HRchitect October 2000 - August 2001
Symphoni Interactive January 1998 - September 2000
Montgomery Asset Management March 1995 - December 1997
Barclays Global Investors January 1991 - March 1995
Education
Saint Mary's College of California 1998 — 2000
MBA
University of California, Berkeley 1985 — 1989
Alexandra Rigali's Wells Fargo Experience September 2013 - December 2013
Job Human Resources Training & Development Coordinator
Industry Human Resources
Experience
Sports Authority January 2015 - Present
Sports Authority December 2013 - January 2015
Wells Fargo September 2013 - December 2013
Teavana March 2013 - June 2013
Glenbridge Nursing & Rehab Center October 2012 - January 2013
Arts and Education Council of Greater St. Louis February 2012 - May 2012
Saint Louis University August 2008 - March 2012
TRU May 2011 - August 2011
Barth Wind Elan Furs May 2009 - August 2009
The Medicine Shoppe Pharmacy June 2007 - August 2008
Skills
SPSS, Research, PowerPoint, Public Speaking, Marketing, Microsoft Excel, Fundraising, Social Media, Customer Service, Facebook, Photoshop, Microsoft Office, Microsoft Word, Data Entry, Social Media Marketing, Time Management, Management, Blogging, Event Planning, Sales, Social Networking
Education
Saint Louis University 2008 — 2012
Bachelors of Arts, Communication, General
Sports Authority January 2015 - Present
Sports Authority December 2013 - January 2015
Wells Fargo September 2013 - December 2013
Teavana March 2013 - June 2013
Glenbridge Nursing & Rehab Center October 2012 - January 2013
Arts and Education Council of Greater St. Louis February 2012 - May 2012
Saint Louis University August 2008 - March 2012
TRU May 2011 - August 2011
Barth Wind Elan Furs May 2009 - August 2009
The Medicine Shoppe Pharmacy June 2007 - August 2008
Skills
SPSS, Research, PowerPoint, Public Speaking, Marketing, Microsoft Excel, Fundraising, Social Media, Customer Service, Facebook, Photoshop, Microsoft Office, Microsoft Word, Data Entry, Social Media Marketing, Time Management, Management, Blogging, Event Planning, Sales, Social Networking
Education
Saint Louis University 2008 — 2012
Bachelors of Arts, Communication, General
Kathleen Davenport Kathleen Davenport's Wells Fargo Experience May 2009 - May 2010
Job Director at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance January 2013 - Present
Wells Fargo Capital Finance May 2010 - December 2012
Wells Fargo May 2009 - May 2010
Wells Fargo May 2007 - May 2009
Wells Fargo January 2007 - April 2007
Wells Fargo March 2006 - December 2006
Skills
Negotiation, New Business Development, Credit, Strategy, Deal Execution
Education
New York University 2007 — 2008
Accounting
Saint Louis University 2002 — 2006
Bachelor of Science (BS), Marketing, Finance
Saint Louis University - Madrid 2003 — 2003
Study Abroad Program
Wells Fargo Capital Finance January 2013 - Present
Wells Fargo Capital Finance May 2010 - December 2012
Wells Fargo May 2009 - May 2010
Wells Fargo May 2007 - May 2009
Wells Fargo January 2007 - April 2007
Wells Fargo March 2006 - December 2006
Skills
Negotiation, New Business Development, Credit, Strategy, Deal Execution
Education
New York University 2007 — 2008
Accounting
Saint Louis University 2002 — 2006
Bachelor of Science (BS), Marketing, Finance
Saint Louis University - Madrid 2003 — 2003
Study Abroad Program
Patrick Novillo Patrick Novillo's Wells Fargo Experience October 2006 - April 2010
Job Home Service Specialist at Bank of America
Industry Financial Services
Experience
Bank of America March 2013 - Present
Non-Profit Agency July 2010 - October 2011
Citi May 2011 - July 2011
JPMorgan Chase April 2010 - May 2011
Wells Fargo October 2006 - April 2010
Barrister Mortgage & Investment January 2003 - September 2006
Neiman Marcus October 2000 - December 2002
Education
Saint Leo University 2011 — 2014
Master of Business Administration (M.B.A.), Human Resources
University of Massachusetts Lowell 2003 — 2007
Bachelor of Arts (BA), English and Psychology
Bank of America March 2013 - Present
Non-Profit Agency July 2010 - October 2011
Citi May 2011 - July 2011
JPMorgan Chase April 2010 - May 2011
Wells Fargo October 2006 - April 2010
Barrister Mortgage & Investment January 2003 - September 2006
Neiman Marcus October 2000 - December 2002
Education
Saint Leo University 2011 — 2014
Master of Business Administration (M.B.A.), Human Resources
University of Massachusetts Lowell 2003 — 2007
Bachelor of Arts (BA), English and Psychology
Nicole Norton Nicole Norton's Wells Fargo Experience August 2015 - Present
Job Risk Management I Process Reengineering I Strategic Leadership
Industry Information Technology and Services
Experience
Wells Fargo August 2015 - Present
Wells Fargo Advisors March 2012 - September 2015
Panera Bread March 2009 - March 2012
Wachovia May 2008 - April 2011
Perficient November 2005 - May 2008
SBC June 2000 - November 2005
Skills
Integration, Process Improvement, Program Management, SQL, Project Management, Management, Testing, Visio, Windows, Business Analysis, Software Development, Strategy, Quality Assurance, Analysis, Consulting, Quality Center, Networking, Project Planning, Budgets, SDLC, Vendor Management, Leadership, Team Building, Requirements Analysis, Enterprise Software, Cross-functional Team..., IT Strategy, Test Planning, Business Intelligence, Agile Methodologies
Education
Saint Louis University 1995 — 2000
Bachelor of Science, Business Administration
Wells Fargo August 2015 - Present
Wells Fargo Advisors March 2012 - September 2015
Panera Bread March 2009 - March 2012
Wachovia May 2008 - April 2011
Perficient November 2005 - May 2008
SBC June 2000 - November 2005
Skills
Integration, Process Improvement, Program Management, SQL, Project Management, Management, Testing, Visio, Windows, Business Analysis, Software Development, Strategy, Quality Assurance, Analysis, Consulting, Quality Center, Networking, Project Planning, Budgets, SDLC, Vendor Management, Leadership, Team Building, Requirements Analysis, Enterprise Software, Cross-functional Team..., IT Strategy, Test Planning, Business Intelligence, Agile Methodologies
Education
Saint Louis University 1995 — 2000
Bachelor of Science, Business Administration
Cathy Gennaro's Wells Fargo Experience August 2014 - Present
Job Business Consultant Technology and Operations Group at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo August 2014 - Present
Labor Strategy September 2012 - August 2014
Volvo I.T. Retail Systems Help Desk October 2011 - September 2012
GennC, LLC April 2011 - October 2011
Krispy Kreme Doughnut Corporation 1998 - April 2011
Catalina Marketing June 1996 - September 1998
Southern DataComm April 1995 - June 1996
TransNet Payment Systems/Gensar/(now ChasePaymentech) January 1990 - June 1995
Skills
Customer Service, Troubleshooting, Retail, Inventory Management, Vendor Management, Customer Relations, Software Installation, Customer Satisfaction, Applications Support, Active Directory, Microsoft Office, Software Implementation, Call Center, Help Desk Management, Remote Support, Telephone Support, Software Training, Help Desk Support, Technical Support, Networking, Call Centers, Windows, Budgets, Process Improvement, Software Documentation, Team Leadership, Training, Disaster Recovery, Access, System Administration, Program Management, Business Process, Hands-on Training, SharePoint, Testing, Computer Hardware, POS, Windows 7, Lotus Notes, XP, Visio, Analysis, IT Management, Business Analysis, Remote Desktop, Windows Server, Management, Servers, Databases, Information Technology
Education
Saint Leo University
Business Management, Business Administration
Wells Fargo August 2014 - Present
Labor Strategy September 2012 - August 2014
Volvo I.T. Retail Systems Help Desk October 2011 - September 2012
GennC, LLC April 2011 - October 2011
Krispy Kreme Doughnut Corporation 1998 - April 2011
Catalina Marketing June 1996 - September 1998
Southern DataComm April 1995 - June 1996
TransNet Payment Systems/Gensar/(now ChasePaymentech) January 1990 - June 1995
Skills
Customer Service, Troubleshooting, Retail, Inventory Management, Vendor Management, Customer Relations, Software Installation, Customer Satisfaction, Applications Support, Active Directory, Microsoft Office, Software Implementation, Call Center, Help Desk Management, Remote Support, Telephone Support, Software Training, Help Desk Support, Technical Support, Networking, Call Centers, Windows, Budgets, Process Improvement, Software Documentation, Team Leadership, Training, Disaster Recovery, Access, System Administration, Program Management, Business Process, Hands-on Training, SharePoint, Testing, Computer Hardware, POS, Windows 7, Lotus Notes, XP, Visio, Analysis, IT Management, Business Analysis, Remote Desktop, Windows Server, Management, Servers, Databases, Information Technology
Education
Saint Leo University
Business Management, Business Administration
Sarah Wren's Wells Fargo Experience 2012 - 2013
Job Assitant Vice President, Market Leader III
Industry Banking
Experience
BB&T November 2013 - Present
Wells Fargo 2012 - 2013
Bank of America 2007 - 2012
Skills
Consumer Lending, Small Business Lending, Commercial Banking, Lines Of Credit, Loans, Retail Banking, Banking, Credit, Cash Management, Relationship Management, Home Equity Loans, Financial Risk, Construction Loans, Branch Management, Operational Risk, Home Equity Lines of...
Education
Saint Leo University 2011 — 2013
Bachelor's degree, Business Administration and Management, General
BB&T November 2013 - Present
Wells Fargo 2012 - 2013
Bank of America 2007 - 2012
Skills
Consumer Lending, Small Business Lending, Commercial Banking, Lines Of Credit, Loans, Retail Banking, Banking, Credit, Cash Management, Relationship Management, Home Equity Loans, Financial Risk, Construction Loans, Branch Management, Operational Risk, Home Equity Lines of...
Education
Saint Leo University 2011 — 2013
Bachelor's degree, Business Administration and Management, General
Barrett Ottenberg, MBA's Wells Fargo Experience 2010 - 2012
Job VP,Sr Root Cause Analysis
Industry Financial Services
Experience
Citi 2015 - Present
Citi 2012 - 2015
Wells Fargo 2010 - 2012
Capital Advisors, Inc. 2007 - 2010
Woodbury Financial Services 2006 - 2007
Skills
Spanish-English, US Hispanic Market, International Business..., Portfolio Management, Investment Management, Stock Market Analysis, Technical Analysis, Stock Trading, Interest Rate..., Interest Rate Risk..., Interest Rate Hedging, Chartered Financial..., ASA, Business Valuation, Private Equity, Investment Banking, Financial Reporting, Management Consulting, Mortgage Servicing, Mortgage Banking, Financial Modeling, Predictive Analytics, Statistical Finance, Economic Modeling, Financial Accounting, MBA, Equity Valuation, Equity Research, Fixed Income Analysis, Capital Markets, Microsoft SQL Server, Microsoft Excel, EDGAR, Bloomberg Terminal, Bloomberg Software, Capacity Planning, Business Analytics, Operational Planning, Strategic Planning, Mutual Funds, Analysis, Valuation, Finance, Financial Analysis, Financial Planning, Mergers, Business Analysis, Risk Management, Equities, Analytics
Education
Saint Louis University
BSBA, Major: Finance; Minor: Spanish
Saint Louis University
MBA, Concentration: Corporate Finance
Citi 2015 - Present
Citi 2012 - 2015
Wells Fargo 2010 - 2012
Capital Advisors, Inc. 2007 - 2010
Woodbury Financial Services 2006 - 2007
Skills
Spanish-English, US Hispanic Market, International Business..., Portfolio Management, Investment Management, Stock Market Analysis, Technical Analysis, Stock Trading, Interest Rate..., Interest Rate Risk..., Interest Rate Hedging, Chartered Financial..., ASA, Business Valuation, Private Equity, Investment Banking, Financial Reporting, Management Consulting, Mortgage Servicing, Mortgage Banking, Financial Modeling, Predictive Analytics, Statistical Finance, Economic Modeling, Financial Accounting, MBA, Equity Valuation, Equity Research, Fixed Income Analysis, Capital Markets, Microsoft SQL Server, Microsoft Excel, EDGAR, Bloomberg Terminal, Bloomberg Software, Capacity Planning, Business Analytics, Operational Planning, Strategic Planning, Mutual Funds, Analysis, Valuation, Finance, Financial Analysis, Financial Planning, Mergers, Business Analysis, Risk Management, Equities, Analytics
Education
Saint Louis University
BSBA, Major: Finance; Minor: Spanish
Saint Louis University
MBA, Concentration: Corporate Finance
Dawn Reprogel Dawn Reprogel's Wells Fargo Experience September 2012 - Present
Job Retail Banking Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2012 - Present
Regions Bank July 2011 - August 2012
Wachovia, A Wells Fargo Company March 2005 - January 2010
United States Navy November 1996 - November 2004
Skills
Loans, Credit, Banking, Mortgage Lending, Financial Analysis, Investments, Customer Service, Strategic Financial..., Leadership, Finance, Retail Banking, Consumer Lending, Credit Risk, Cash Management, Commercial Lending, Loan Origination, Management, Team Building, Microsoft Office, Financial Services, Small Business Lending, Relationship Management
Education
University of Florida - Warrington College Of Business 2007 — 2009
Bachelors Degree of Science in Business Administration (BSBA), Business Administration
Saint Leo University 2001 — 2003
AA in Liberal Arts
Wells Fargo September 2012 - Present
Regions Bank July 2011 - August 2012
Wachovia, A Wells Fargo Company March 2005 - January 2010
United States Navy November 1996 - November 2004
Skills
Loans, Credit, Banking, Mortgage Lending, Financial Analysis, Investments, Customer Service, Strategic Financial..., Leadership, Finance, Retail Banking, Consumer Lending, Credit Risk, Cash Management, Commercial Lending, Loan Origination, Management, Team Building, Microsoft Office, Financial Services, Small Business Lending, Relationship Management
Education
University of Florida - Warrington College Of Business 2007 — 2009
Bachelors Degree of Science in Business Administration (BSBA), Business Administration
Saint Leo University 2001 — 2003
AA in Liberal Arts
Jason Carter-Solomon Jason Carter-Solomon's Wells Fargo Experience September 2012 - June 2015
Job Vice President, Relationship Manager at Enterprise Bank & Trust
Industry Banking
Experience
Enterprise Bank & Trust June 2015 - Present
Wells Fargo September 2012 - June 2015
The Invicta Company 2011 - December 2013
Wells Fargo September 2012 - November 2013
Integra Realty Resources June 2011 - September 2012
Cohen-Esrey Real Estate Services, LLC August 2011 - December 2011
SOLOMON AUTOMOTIVE COMPANY LLC August 2006 - May 2011
Evergreen Real Estate Services 2011 - 2011
DH PACE INC February 2007 - August 2010
CarMax October 2004 - October 2006
Skills
Construction Management, Purchasing, Real Estate Finance, Small Business..., Profit & Loss Management, Real Estate Economics, Accounting, Income Statement, Real Estate, Management, Finance, Negotiation, Analysis, Real Estate Development, Valuation, Commercial Real Estate, Investments, P, P&L, P&L Management, Contract Negotiation, Sales, Marketing
Education
University of Missouri-Kansas City 2010 — 2013
Master of Real Estate, Entrepreneurial Real Estate
Saint Louis University 2000 — 2004
Bachelor of Science, Management, emphasis in Finance and Accounting
John Burroughs 1995 — 2000
Enterprise Bank & Trust June 2015 - Present
Wells Fargo September 2012 - June 2015
The Invicta Company 2011 - December 2013
Wells Fargo September 2012 - November 2013
Integra Realty Resources June 2011 - September 2012
Cohen-Esrey Real Estate Services, LLC August 2011 - December 2011
SOLOMON AUTOMOTIVE COMPANY LLC August 2006 - May 2011
Evergreen Real Estate Services 2011 - 2011
DH PACE INC February 2007 - August 2010
CarMax October 2004 - October 2006
Skills
Construction Management, Purchasing, Real Estate Finance, Small Business..., Profit & Loss Management, Real Estate Economics, Accounting, Income Statement, Real Estate, Management, Finance, Negotiation, Analysis, Real Estate Development, Valuation, Commercial Real Estate, Investments, P, P&L, P&L Management, Contract Negotiation, Sales, Marketing
Education
University of Missouri-Kansas City 2010 — 2013
Master of Real Estate, Entrepreneurial Real Estate
Saint Louis University 2000 — 2004
Bachelor of Science, Management, emphasis in Finance and Accounting
John Burroughs 1995 — 2000
Aaron Love Aaron Love's Wells Fargo Experience August 2013 - June 2014
Job Investigations Coordinator at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2013 - June 2014
Prudential Mortgage Capital Company June 2013 - July 2013
iVIP Productions LLC. July 2011 - August 2012
Wells Fargo Bank June 2011 - September 2011
Skills
Microsoft Office, Customer Service, Public Relations, Media Relations, Banking, Entrepreneurship, New Hire Training, Student Financial Aid, Microsoft Excel, PowerPoint, Time Management, Community Outreach, Analysis, Strategy, Advertising, Public Speaking, Sales
Education
St. Mary's College of California 2008 — 2013
Bachelor of Science (BS)
Wells Fargo August 2013 - June 2014
Prudential Mortgage Capital Company June 2013 - July 2013
iVIP Productions LLC. July 2011 - August 2012
Wells Fargo Bank June 2011 - September 2011
Skills
Microsoft Office, Customer Service, Public Relations, Media Relations, Banking, Entrepreneurship, New Hire Training, Student Financial Aid, Microsoft Excel, PowerPoint, Time Management, Community Outreach, Analysis, Strategy, Advertising, Public Speaking, Sales
Education
St. Mary's College of California 2008 — 2013
Bachelor of Science (BS)
Rene Alvarez Rene Alvarez's Wells Fargo Experience July 2010 - 2012
Job Commercial Real Estate Finance
Industry Commercial Real Estate
Experience
Walker & Dunlop May 2012 - Present
Wells Fargo July 2010 - 2012
Cassidy Turley 2008 - July 2010
Skills
Commercial Real Estate, Asset Management, Finance, Commercial Mortgages, CMBS, Underwriting, Loans, Due Diligence, Multi-family Investments, Multi-family Investment..., Valuation, Real Estate Acquisitions, Financial Modeling, Portfolio Management, Real Estate, Dispositions
Education
Saint Mary's College of California 2004 — 2008
B.S.E., Honors Finance
Clayton Valley High School
Walker & Dunlop May 2012 - Present
Wells Fargo July 2010 - 2012
Cassidy Turley 2008 - July 2010
Skills
Commercial Real Estate, Asset Management, Finance, Commercial Mortgages, CMBS, Underwriting, Loans, Due Diligence, Multi-family Investments, Multi-family Investment..., Valuation, Real Estate Acquisitions, Financial Modeling, Portfolio Management, Real Estate, Dispositions
Education
Saint Mary's College of California 2004 — 2008
B.S.E., Honors Finance
Clayton Valley High School
Katie O'Dell-Shreve's Wells Fargo Experience December 2014 - Present
Job GM, Card Product Management
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Cancer *B* Ware July 2012 - Present
Friends of the Helen F. Graham Cancer Center & Research Institute August 2015 - Present
J.P. Morgan Chase - Card Services October 2004 - November 2014
FleetBoston Financial/ Bank of America 2000 - 2004
First USA May 1999 - April 2000
MBNA 1997 - 1999
Ohio Savings Bank March 1996 - May 1997
MBNA International March 1994 - January 1996
First Fidelity Bank (now Wells Fargo) June 1993 - March 1994
Skills
Credit, Direct Marketing, Budgeting, Prioritization, Product Development, Product Management, Marketing Strategy, Marketing Communications, Fundraising, Marketing Management, Market Research, Analysis, Strategic Partnerships, Strategy, Marketing Research, Customer Insight, Leadership, Management, Credit Cards, Strategic Planning, Account Management, Marketing, Product Marketing, Business Analysis, Analytics, Credit Risk, CRM, Portfolio Management, Budgets, Customer Experience, Segmentation, Forecasting, Banking, Customer Acquisition, Financial Services, Sales, Payments, Database Marketing, Competitive Analysis, Customer Retention, Vendor Management, Relationship Management, Process Improvement, Program Management, Project Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1999
Master of Science (M.S.)
Saint Joseph's University - Erivan K. Haub School of Business 1989 — 1993
Bachelor of Science (B.S.)
Wells Fargo December 2014 - Present
Cancer *B* Ware July 2012 - Present
Friends of the Helen F. Graham Cancer Center & Research Institute August 2015 - Present
J.P. Morgan Chase - Card Services October 2004 - November 2014
FleetBoston Financial/ Bank of America 2000 - 2004
First USA May 1999 - April 2000
MBNA 1997 - 1999
Ohio Savings Bank March 1996 - May 1997
MBNA International March 1994 - January 1996
First Fidelity Bank (now Wells Fargo) June 1993 - March 1994
Skills
Credit, Direct Marketing, Budgeting, Prioritization, Product Development, Product Management, Marketing Strategy, Marketing Communications, Fundraising, Marketing Management, Market Research, Analysis, Strategic Partnerships, Strategy, Marketing Research, Customer Insight, Leadership, Management, Credit Cards, Strategic Planning, Account Management, Marketing, Product Marketing, Business Analysis, Analytics, Credit Risk, CRM, Portfolio Management, Budgets, Customer Experience, Segmentation, Forecasting, Banking, Customer Acquisition, Financial Services, Sales, Payments, Database Marketing, Competitive Analysis, Customer Retention, Vendor Management, Relationship Management, Process Improvement, Program Management, Project Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1999
Master of Science (M.S.)
Saint Joseph's University - Erivan K. Haub School of Business 1989 — 1993
Bachelor of Science (B.S.)
Eddie Proudfoot Eddie Proudfoot's Wells Fargo Experience July 2012 - Present
Job Regional Services Advisor at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2012 - Present
Wells Fargo March 2010 - July 2012
Wells Fargo September 2002 - March 2010
Coca-Cola Enterprises June 1997 - September 2002
Education
Saint Leo University 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources Management and Services
University of Phoenix 2005 — 2008
Bachelor of Science (B.S.), Business Administration and Management, Human Resources Management
Wells Fargo July 2012 - Present
Wells Fargo March 2010 - July 2012
Wells Fargo September 2002 - March 2010
Coca-Cola Enterprises June 1997 - September 2002
Education
Saint Leo University 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources Management and Services
University of Phoenix 2005 — 2008
Bachelor of Science (B.S.), Business Administration and Management, Human Resources Management
Jenna Curcio Jenna Curcio's Wells Fargo Experience October 2012 - March 2013
Job Business Analyst at Saxco International Inc.
Industry Financial Services
Experience
Saxco International Inc. April 2013 - Present
Wells Fargo October 2012 - March 2013
Summit Bank June 2010 - March 2012
Dr. E. Pat Gary February 2007 - June 2010
Wieczorek & Associates June 2004 - July 2006
Skills
Pivot Tables, Macros, PowerPoint, Big Box, Word, Exel, SPSS17, Microsoft Word, Credit, Analysis, Microsoft Office, Financial Analysis, Finance, Customer Service, Accounting, Management, Outlook, Analytics, Public Speaking, Employee Relations, Forecasting, Microsoft Excel
Education
Saint Mary's College of California 2013 — 2015
Master of Business Administration (M.B.A.), Finance
St. Mary's College of California 2006 — 2010
B.S. Business Administration, Finance, Marketing, Economics, Cum Laude
Saxco International Inc. April 2013 - Present
Wells Fargo October 2012 - March 2013
Summit Bank June 2010 - March 2012
Dr. E. Pat Gary February 2007 - June 2010
Wieczorek & Associates June 2004 - July 2006
Skills
Pivot Tables, Macros, PowerPoint, Big Box, Word, Exel, SPSS17, Microsoft Word, Credit, Analysis, Microsoft Office, Financial Analysis, Finance, Customer Service, Accounting, Management, Outlook, Analytics, Public Speaking, Employee Relations, Forecasting, Microsoft Excel
Education
Saint Mary's College of California 2013 — 2015
Master of Business Administration (M.B.A.), Finance
St. Mary's College of California 2006 — 2010
B.S. Business Administration, Finance, Marketing, Economics, Cum Laude
Kim Bowman Kim Bowman's Wells Fargo Experience August 2015 - Present
Job Compliance Consultant
Industry Accounting
Experience
Wells Fargo August 2015 - Present
Express Scripts March 2015 - August 2015
Express Scripts June 2011 - March 2015
RubinBrown LLP September 2007 - June 2011
RubinBrown LLP January 2006 - April 2006
Trailnet March 2004 - December 2005
Skills
Internal Controls, Accounting, GAAP, Auditing, Financial Reporting, CPA, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, QuickBooks, Tax Research, US GAAP, Financial Analysis, Internal Audit, Account Reconciliation, General Ledger, Sarbanes-Oxley, Assurance
Education
Saint Louis University 2006 — 2007
Masters of Accounting, Accounting
Saint Louis University 2002 — 2006
Bachelor of Science in Business Administration, Accounting
Wells Fargo August 2015 - Present
Express Scripts March 2015 - August 2015
Express Scripts June 2011 - March 2015
RubinBrown LLP September 2007 - June 2011
RubinBrown LLP January 2006 - April 2006
Trailnet March 2004 - December 2005
Skills
Internal Controls, Accounting, GAAP, Auditing, Financial Reporting, CPA, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, QuickBooks, Tax Research, US GAAP, Financial Analysis, Internal Audit, Account Reconciliation, General Ledger, Sarbanes-Oxley, Assurance
Education
Saint Louis University 2006 — 2007
Masters of Accounting, Accounting
Saint Louis University 2002 — 2006
Bachelor of Science in Business Administration, Accounting
Barbara Young Barbara Young's Wells Fargo Experience October 1977 - October 1990
Job CEO & CoFounder at Cypress Wealth Advisors
Industry Investment Management
Experience
Cypress Wealth Advisors 2004 - Present
Springcreek Advisors, LLC December 1994 - September 2004
JPMorgan Chase October 1990 - December 1994
Wells Fargo October 1977 - October 1990
Skills
Investments, Asset Management, Private Equity, Hedge Funds, Alternative Investments, Valuation, Due Diligence, Equities, Portfolio Management, Financial Modeling, Mergers & Acquisitions
Education
St. Mary's College of California
Master of Business Administration (M.B.A.)
University of Santa Monica
Master of Arts (M.A.), Spiritual Psychology
University of California, Santa Barbara
Bachelor's degree, Sociology and Psychology
Cypress Wealth Advisors 2004 - Present
Springcreek Advisors, LLC December 1994 - September 2004
JPMorgan Chase October 1990 - December 1994
Wells Fargo October 1977 - October 1990
Skills
Investments, Asset Management, Private Equity, Hedge Funds, Alternative Investments, Valuation, Due Diligence, Equities, Portfolio Management, Financial Modeling, Mergers & Acquisitions
Education
St. Mary's College of California
Master of Business Administration (M.B.A.)
University of Santa Monica
Master of Arts (M.A.), Spiritual Psychology
University of California, Santa Barbara
Bachelor's degree, Sociology and Psychology
Carlo Accardi Carlo Accardi's Wells Fargo Experience March 2004 - August 2006
Job Director of Operations at A.V.E. Inc.
Industry Hospitality
Experience
A.V.E. Inc. August 2006 - Present
Wells Fargo March 2004 - August 2006
Skills
Account Management, Financial Analysis, Strategic Planning, Team Building, Project Management, Budgets, Business Planning, Hotel Management, Operations Management, Customer Service, Forecasting, Sales, Management, Team Leadership, Process Improvement, New Business Development
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2012
Executive M.B.A.
Towson University 1999 — 2003
Bachelor of Science (BS), Business Administration with a concentration in Finance
A.V.E. Inc. August 2006 - Present
Wells Fargo March 2004 - August 2006
Skills
Account Management, Financial Analysis, Strategic Planning, Team Building, Project Management, Budgets, Business Planning, Hotel Management, Operations Management, Customer Service, Forecasting, Sales, Management, Team Leadership, Process Improvement, New Business Development
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2012
Executive M.B.A.
Towson University 1999 — 2003
Bachelor of Science (BS), Business Administration with a concentration in Finance
Chris Hoffmann Chris Hoffmann's Wells Fargo Experience June 2015 - August 2015
Job MBA Candidate 2016
Industry Financial Services
Experience
Washington University in St. Louis August 2014 - Present
Hoffmann Brothers HVAC March 2014 - Present
Wells Fargo June 2015 - August 2015
Thompson Street Capital Partners January 2015 - May 2015
Barry-Wehmiller Companies, Inc June 2014 - July 2014
United States Marine Corps May 2009 - March 2014
Skills
Corporate Development, Operational Planning, Strategic Planning, Team Leadership, Corporate Finance, Business Strategy, Business Development, Cross-functional Team..., Change Management, Process Improvement, Team Building, Family Business, Personnel Management, Military Operations, Operational Risk..., Military Experience, Intelligence Analysis, Intelligence, Military, Security Clearance, Government, Command, Microsoft Excel, Leadership, DoD
Education
Washington University in St. Louis
Master of Business Administration (MBA)
Saint Louis University
Bachelor of Science (BS), Economics
St. Mary's University
Washington University in St. Louis August 2014 - Present
Hoffmann Brothers HVAC March 2014 - Present
Wells Fargo June 2015 - August 2015
Thompson Street Capital Partners January 2015 - May 2015
Barry-Wehmiller Companies, Inc June 2014 - July 2014
United States Marine Corps May 2009 - March 2014
Skills
Corporate Development, Operational Planning, Strategic Planning, Team Leadership, Corporate Finance, Business Strategy, Business Development, Cross-functional Team..., Change Management, Process Improvement, Team Building, Family Business, Personnel Management, Military Operations, Operational Risk..., Military Experience, Intelligence Analysis, Intelligence, Military, Security Clearance, Government, Command, Microsoft Excel, Leadership, DoD
Education
Washington University in St. Louis
Master of Business Administration (MBA)
Saint Louis University
Bachelor of Science (BS), Economics
St. Mary's University
Eric Vargas Eric Vargas's Wells Fargo Experience February 2014 - February 2015
Job Andy Boy
Industry Farming
Experience
DArrigo Bros February 2015 - Present
Wells Fargo February 2014 - February 2015
Wells Fargo November 2007 - February 2014
El Camino Realty Investments Inc. October 2004 - August 2007
Skills
Loans, Credit, Mortgage Banking, Banking, Cross Selling, FHA, Retail Banking, Investments, Customer Service, Commercial Banking, Cash Management, Consumer Lending, Finance, Financial Analysis, Real Estate, Refinance, Residential Mortgages, Insurance, Lines Of Credit, Investment Properties, Sales, Home Equity Lines of..., Home Equity Loans, First Time Home Buyers, Deposits, Credit Cards, Credit Risk, Real Estate Financing, Risk Management, Selling, Branch Banking, Small Business Lending
Education
St. Mary's College of California 2000 — 2004
Bachelor's degree, Psychology
Palma Highschool 1996 — 2000
DArrigo Bros February 2015 - Present
Wells Fargo February 2014 - February 2015
Wells Fargo November 2007 - February 2014
El Camino Realty Investments Inc. October 2004 - August 2007
Skills
Loans, Credit, Mortgage Banking, Banking, Cross Selling, FHA, Retail Banking, Investments, Customer Service, Commercial Banking, Cash Management, Consumer Lending, Finance, Financial Analysis, Real Estate, Refinance, Residential Mortgages, Insurance, Lines Of Credit, Investment Properties, Sales, Home Equity Lines of..., Home Equity Loans, First Time Home Buyers, Deposits, Credit Cards, Credit Risk, Real Estate Financing, Risk Management, Selling, Branch Banking, Small Business Lending
Education
St. Mary's College of California 2000 — 2004
Bachelor's degree, Psychology
Palma Highschool 1996 — 2000
Rob Philion Rob Philion's Wells Fargo Experience March 2005 - 2010
Job Director of Sales / National Sales Manager at NXTLoan | First American Mortgage Trust
Industry Financial Services
Experience
NXTLoan First American Mortgage Trust 2013 - Present
Spencer Bank 2012 - 2013
Citi 2011 - 2012
Wells Fargo March 2005 - 2010
Citigroup 2000 - 2005
Bank of America 1999 - 2000
Skills
Team Building, Leadership, Refinance, Sales, Sales Management, Loans, Mortgage Lending, Selling, New Business Development, Credit, Mortgage Banking, Customer Satisfaction, Banking, Residential Mortgages, Loan Origination, FHA financing, FHA, USDA, Underwriting, Credit Analysis, VA loans, Reverse Mortgages, Loss Mitigation, Mortgage Underwriting, Consumer Lending, Loan Servicing, Commercial Lending, Investments, Construction Loans, Commercial Mortgages, Small Business Lending, Real Estate Financing
Education
Saint Joseph's University 1989 — 1993
NXTLoan First American Mortgage Trust 2013 - Present
Spencer Bank 2012 - 2013
Citi 2011 - 2012
Wells Fargo March 2005 - 2010
Citigroup 2000 - 2005
Bank of America 1999 - 2000
Skills
Team Building, Leadership, Refinance, Sales, Sales Management, Loans, Mortgage Lending, Selling, New Business Development, Credit, Mortgage Banking, Customer Satisfaction, Banking, Residential Mortgages, Loan Origination, FHA financing, FHA, USDA, Underwriting, Credit Analysis, VA loans, Reverse Mortgages, Loss Mitigation, Mortgage Underwriting, Consumer Lending, Loan Servicing, Commercial Lending, Investments, Construction Loans, Commercial Mortgages, Small Business Lending, Real Estate Financing
Education
Saint Joseph's University 1989 — 1993
Christine Robinson's Wells Fargo Experience November 2014 - Present
Job Database Developer at Wells Fargo
Industry Information Services
Experience
Wells Fargo November 2014 - Present
Forest2Market, Inc. November 2012 - July 2013
Ace Motor Acceptance Corporation June 2009 - November 2012
Ulta April 2008 - May 2009
Compass Group January 2007 - March 2008
Net Results, Inc. November 2005 - January 2007
Unum December 2002 - November 2005
Net Results, Inc. October 2000 - October 2002
Broadwing Communications April 1997 - December 1999
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Visual Basic, Visio, SharePoint, Lotus Notes, Crystal Reports, Retail, Project Management, Data Analysis, Payroll, Budgets, Outlook, Management, Databases, Training, Process Improvement, Account Management, Software Development, Microsoft Office, Analysis, Human Resources, Customer Satisfaction, Business Analysis, Leadership, Insurance, Marketing, Sales, Customer Service, Team Building, Networking, CRM, Team Leadership, Vendor Management, Banking
Education
Saint Leo University 1995 — 2003
Bachelor of Arts (BA), Business Administration
Saint Leo University 1995 — 2003
Bachelor of Science (BS), Computer Information Systems
Wells Fargo November 2014 - Present
Forest2Market, Inc. November 2012 - July 2013
Ace Motor Acceptance Corporation June 2009 - November 2012
Ulta April 2008 - May 2009
Compass Group January 2007 - March 2008
Net Results, Inc. November 2005 - January 2007
Unum December 2002 - November 2005
Net Results, Inc. October 2000 - October 2002
Broadwing Communications April 1997 - December 1999
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Visual Basic, Visio, SharePoint, Lotus Notes, Crystal Reports, Retail, Project Management, Data Analysis, Payroll, Budgets, Outlook, Management, Databases, Training, Process Improvement, Account Management, Software Development, Microsoft Office, Analysis, Human Resources, Customer Satisfaction, Business Analysis, Leadership, Insurance, Marketing, Sales, Customer Service, Team Building, Networking, CRM, Team Leadership, Vendor Management, Banking
Education
Saint Leo University 1995 — 2003
Bachelor of Arts (BA), Business Administration
Saint Leo University 1995 — 2003
Bachelor of Science (BS), Computer Information Systems
John Delandro's Wells Fargo Experience September 2007 - July 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Wells Fargo September 2007 - July 2011
Liberty Mutual Insurance September 2005 - September 2007
US Army November 1984 - December 2005
Skills
Strategic Financial..., Estate Planning, Financial Advisory, Board Governance, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Budgets, Financial Analysis, Insurance, Finance, Analysis, Securities, Banking, Financial Planning, Investment Strategies, Investments, Leadership, Management, Portfolio Management, Strategic Planning, Wealth
Education
Saint Leo University
Bachelor's degree, Psychology
Merrill Lynch July 2011 - Present
Wells Fargo September 2007 - July 2011
Liberty Mutual Insurance September 2005 - September 2007
US Army November 1984 - December 2005
Skills
Strategic Financial..., Estate Planning, Financial Advisory, Board Governance, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Budgets, Financial Analysis, Insurance, Finance, Analysis, Securities, Banking, Financial Planning, Investment Strategies, Investments, Leadership, Management, Portfolio Management, Strategic Planning, Wealth
Education
Saint Leo University
Bachelor's degree, Psychology
Corin Daly's Wells Fargo Experience August 2010 - April 2012
Job Associate Performance Attribution at BlackRock
Industry Financial Services
Experience
BlackRock February 2014 - Present
BlackRock April 2012 - February 2014
Wells Fargo August 2010 - April 2012
FDIC August 2008 - May 2010
Saint Mary's College of California August 2006 - January 2009
Law Offices of David Hibbert May 2007 - August 2007
Skills
Research, Economics, Business Analysis, Excel, Word, PowerPoint, Microsoft Office, Customer Service, Problem Solving, Financial Analysis, Data Analysis, Banking, Analysis, Outlook, Team Leadership, Documentation, Risk Management, Finance, Management, Microsoft Excel, Strategy
Education
Saint Mary's College of California 2006 — 2010
BS, Economics and Mathematics
BlackRock February 2014 - Present
BlackRock April 2012 - February 2014
Wells Fargo August 2010 - April 2012
FDIC August 2008 - May 2010
Saint Mary's College of California August 2006 - January 2009
Law Offices of David Hibbert May 2007 - August 2007
Skills
Research, Economics, Business Analysis, Excel, Word, PowerPoint, Microsoft Office, Customer Service, Problem Solving, Financial Analysis, Data Analysis, Banking, Analysis, Outlook, Team Leadership, Documentation, Risk Management, Finance, Management, Microsoft Excel, Strategy
Education
Saint Mary's College of California 2006 — 2010
BS, Economics and Mathematics
Dave Zeltser Dave Zeltser's Wells Fargo Experience May 2011 - May 2012
Job Marketing Automation and Eloqua expert
Industry Marketing and Advertising
Experience
ADP April 2014 - Present
ADP April 2012 - April 2014
Wells Fargo May 2011 - May 2012
marketing automation April 2011 - April 2012
Eloqua August 2010 - April 2011
BayCreative, Inc. August 2009 - August 2010
PivotLink April 2010 - July 2010
Altitude, LLC May 2008 - November 2009
Ellie Mae July 2007 - July 2008
Ellie Mae January 2007 - July 2007
Skills
Eloqua, Marketo, Demand Generation, Marketing Automation, Email Marketing, Online Marketing, Digital Marketing, Eloqua Master, SilverPop, Responsys, Mac OS X, Microsoft Office, Online Advertising, OS X, Salesforce.com, CRM, SEM, SaaS, Enterprise Software, Strategy, Business Development, SEO, B2B, Integrated Marketing, Competitive Analysis, Analytics, Marketing Management, Cloud Computing, Google Analytics, Business Intelligence, Marketing, Entrepreneurship, Management, Account Management
Education
Saint Mary's College of California 2006 — 2007
MBA, Concentration in Marketing
Universitat Ramon Llull 2007 — 2007
MBA, International Business & Marketing
Saint Mary's College of California 2002 — 2005
BS, Business Administration
ADP April 2014 - Present
ADP April 2012 - April 2014
Wells Fargo May 2011 - May 2012
marketing automation April 2011 - April 2012
Eloqua August 2010 - April 2011
BayCreative, Inc. August 2009 - August 2010
PivotLink April 2010 - July 2010
Altitude, LLC May 2008 - November 2009
Ellie Mae July 2007 - July 2008
Ellie Mae January 2007 - July 2007
Skills
Eloqua, Marketo, Demand Generation, Marketing Automation, Email Marketing, Online Marketing, Digital Marketing, Eloqua Master, SilverPop, Responsys, Mac OS X, Microsoft Office, Online Advertising, OS X, Salesforce.com, CRM, SEM, SaaS, Enterprise Software, Strategy, Business Development, SEO, B2B, Integrated Marketing, Competitive Analysis, Analytics, Marketing Management, Cloud Computing, Google Analytics, Business Intelligence, Marketing, Entrepreneurship, Management, Account Management
Education
Saint Mary's College of California 2006 — 2007
MBA, Concentration in Marketing
Universitat Ramon Llull 2007 — 2007
MBA, International Business & Marketing
Saint Mary's College of California 2002 — 2005
BS, Business Administration
Rolando Thillet's Wells Fargo Experience August 2009 - Present
Job CMG Relationship Manager at Wells Fargo Bank, NA.
Industry Banking
Experience
Wells Fargo August 2009 - Present
Allstate Insurance Company September 2004 - August 2009
Ace Insurance Company May 2000 - August 2004
Education
College of the Air Force
Associate Degree, Electronics Engineering
Saint Leo University
Bachelor of Arts, Management
Wake Forest University Schools of Business
Master of Business Administration
Wells Fargo August 2009 - Present
Allstate Insurance Company September 2004 - August 2009
Ace Insurance Company May 2000 - August 2004
Education
College of the Air Force
Associate Degree, Electronics Engineering
Saint Leo University
Bachelor of Arts, Management
Wake Forest University Schools of Business
Master of Business Administration
Kerry Manwar Kerry Manwar's Wells Fargo Experience October 2006 - December 2007
Job Quality Control Manager at imortgage
Industry Banking
Experience
imortgage March 2015 - Present
Homeowners Financial Group August 2013 - March 2015
Wells Fargo Home Mortgage January 2008 - July 2013
Wells Fargo October 2006 - December 2007
Wells Fargo Home Mortgage January 2006 - October 2006
Wells Fargo March 2004 - January 2006
Wells Fargo July 2003 - March 2004
Enterprise Rent-A-Car 1998 - 2002
Cystic Fibrosis Foundation 1997 - 1998
Xerox 1994 - 1997
Skills
Compliance, Operations Management, Quality Assurance, Customer Service, Process Improvement, Microsoft Excel, Microsoft Office, Financial Analysis, Management, Mortgage Lending, Change Management, Strategic Planning, Leadership, Coaching, Training, Analysis, Credit, Loans, Sales
Education
Saint Louis University
Bachelor of Science, International Business/ Economics
imortgage March 2015 - Present
Homeowners Financial Group August 2013 - March 2015
Wells Fargo Home Mortgage January 2008 - July 2013
Wells Fargo October 2006 - December 2007
Wells Fargo Home Mortgage January 2006 - October 2006
Wells Fargo March 2004 - January 2006
Wells Fargo July 2003 - March 2004
Enterprise Rent-A-Car 1998 - 2002
Cystic Fibrosis Foundation 1997 - 1998
Xerox 1994 - 1997
Skills
Compliance, Operations Management, Quality Assurance, Customer Service, Process Improvement, Microsoft Excel, Microsoft Office, Financial Analysis, Management, Mortgage Lending, Change Management, Strategic Planning, Leadership, Coaching, Training, Analysis, Credit, Loans, Sales
Education
Saint Louis University
Bachelor of Science, International Business/ Economics
Josie Borlongan Josie Borlongan's Wells Fargo Experience September 2011 - Present
Job Lead Web Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo September 2011 - Present
Wells Fargo & Co. March 2004 - September 2011
Wells Fargo 2002 - 2004
Wells Fargo Bank December 2000 - June 2002
Imagine Solutions October 1998 - November 2000
Skills
Project Management, Middleware Support, JBoss Application Server, JBoss EAP, JavaScript, Oracle Applications, Linux System..., Red Hat Linux, Apache, Weblogic Administration, Windows Server, Microsoft Technologies, .NET, SQL*Plus, Autosys, Tomcat, Web Services, Web Application Design, CRM, FileNet, IIS, Informatica, ETL, Cisco Technologies, Network Administration, Network Security, Microsoft SQL Server, Microsoft Office..., Microsoft Exchange, PeopleSoft, SQL DB2
Education
Saint Louis University (PH) 1981 — 1985
Bachelor of Science in Medical Technology, Science, Technology
Wells Fargo September 2011 - Present
Wells Fargo & Co. March 2004 - September 2011
Wells Fargo 2002 - 2004
Wells Fargo Bank December 2000 - June 2002
Imagine Solutions October 1998 - November 2000
Skills
Project Management, Middleware Support, JBoss Application Server, JBoss EAP, JavaScript, Oracle Applications, Linux System..., Red Hat Linux, Apache, Weblogic Administration, Windows Server, Microsoft Technologies, .NET, SQL*Plus, Autosys, Tomcat, Web Services, Web Application Design, CRM, FileNet, IIS, Informatica, ETL, Cisco Technologies, Network Administration, Network Security, Microsoft SQL Server, Microsoft Office..., Microsoft Exchange, PeopleSoft, SQL DB2
Education
Saint Louis University (PH) 1981 — 1985
Bachelor of Science in Medical Technology, Science, Technology
Jennifer (Kretsch) Rawlings's Wells Fargo Experience August 2002 - December 2004
Job Human Resources Manager/Licensing Director at Southern Trust Mortgage
Industry Financial Services
Experience
Southern Trust Mortgage, LLC September 2008 - Present
Southern Trust Mortgage December 2004 - August 2008
Wells Fargo August 2002 - December 2004
Wells Fargo October 2001 - May 2002
The Tutoring Center October 1999 - September 2001
Skills
Human Resources, Benefits Management, Employee Relations, Office Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Epicor, Marketing, Investment Properties, Public Speaking, Sales, Team Building, Management, Credit, Mortgage Banking
Education
Saint Leo University
Psychology
Ventura College 1999 — 2000
Associate of Arts and Sciences (A.A.S.)
Southern Trust Mortgage, LLC September 2008 - Present
Southern Trust Mortgage December 2004 - August 2008
Wells Fargo August 2002 - December 2004
Wells Fargo October 2001 - May 2002
The Tutoring Center October 1999 - September 2001
Skills
Human Resources, Benefits Management, Employee Relations, Office Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Epicor, Marketing, Investment Properties, Public Speaking, Sales, Team Building, Management, Credit, Mortgage Banking
Education
Saint Leo University
Psychology
Ventura College 1999 — 2000
Associate of Arts and Sciences (A.A.S.)
Justin Walker Justin Walker's Wells Fargo Experience December 2004 - December 2005
Job HR Business Partner at Boeing
Industry Human Resources
Experience
Boeing March 2014 - Present
Saint Louis University January 2008 - March 2014
Project Appleseed October 2006 - January 2008
Regions Bank December 2005 - November 2006
Wells Fargo December 2004 - December 2005
Skills
Employee Relations, Recruiting, Talent Management, Job Analysis, Organizational Design, Performance Management, Coaching, Change Management, Organizational..., Employee Engagement, Onboarding, Leadership Development, Customer Service, Strategic Planning, Human Resources, Leadership, Training, Interviews, Research, Personnel Management, Fundraising, Deferred Compensation, Management, Policy, HR Consulting, Career Development, Time Management, Employee Benefits
Education
Saint Louis University 2009 — 2012
MBA, Business Administration and Management, General
University of Missouri-Columbia 1999 — 2003
Business Administration, Management, International Political Relations
Boeing March 2014 - Present
Saint Louis University January 2008 - March 2014
Project Appleseed October 2006 - January 2008
Regions Bank December 2005 - November 2006
Wells Fargo December 2004 - December 2005
Skills
Employee Relations, Recruiting, Talent Management, Job Analysis, Organizational Design, Performance Management, Coaching, Change Management, Organizational..., Employee Engagement, Onboarding, Leadership Development, Customer Service, Strategic Planning, Human Resources, Leadership, Training, Interviews, Research, Personnel Management, Fundraising, Deferred Compensation, Management, Policy, HR Consulting, Career Development, Time Management, Employee Benefits
Education
Saint Louis University 2009 — 2012
MBA, Business Administration and Management, General
University of Missouri-Columbia 1999 — 2003
Business Administration, Management, International Political Relations
D Elayne Schwartz's Wells Fargo Experience October 2013 - Present
Job Compliance Consultant III Wealth Mgmt/Pvt Banking
Industry Banking
Experience
Wells Fargo October 2013 - Present
Wells Fargo Home Mortgage October 2012 - October 2013
1st Tribal Lending January 2012 - September 2012
Luther Burbank Savings March 2011 - December 2011
Gateway Bank October 2009 - March 2011
Gateway Bank FSB October 2009 - March 2011
WMC Mortgage Direct May 2007 - August 2008
RCFF Wealth Management/Private Banking May 2007 - August 2008
Chase Home Finance October 2006 - October 2007
Skills
Credit, Compliance, Loans, Policy, Mortgage, Project Managemt, Vendor Management, Mortgage Lending, Team Building, Real Estate, Strategic Planning, Financial Risk, Auditing, Customer Service, Consumer Lending, Management, Coaching, Process Improvement, Retail Banking, Portfolio Management, Banking, Analysis, Underwriting, Negotiation, Risk Management, Training, Mortgage Banking, Loan Origination, Loss Mitigation, Credit Risk, Finance, Residential Mortgages, Refinance, Mortgage Underwriting, Commercial Lending, Commercial Banking, FHA, Financial Analysis, Investments, Executive Management
Education
Concord Law School 2007 2004 — 2007
Executive Juris Doctorate, Study of Law
Saint Mary's College 1976 — 1981
B.S, Business Administration and Economics
Wells Fargo October 2013 - Present
Wells Fargo Home Mortgage October 2012 - October 2013
1st Tribal Lending January 2012 - September 2012
Luther Burbank Savings March 2011 - December 2011
Gateway Bank October 2009 - March 2011
Gateway Bank FSB October 2009 - March 2011
WMC Mortgage Direct May 2007 - August 2008
RCFF Wealth Management/Private Banking May 2007 - August 2008
Chase Home Finance October 2006 - October 2007
Skills
Credit, Compliance, Loans, Policy, Mortgage, Project Managemt, Vendor Management, Mortgage Lending, Team Building, Real Estate, Strategic Planning, Financial Risk, Auditing, Customer Service, Consumer Lending, Management, Coaching, Process Improvement, Retail Banking, Portfolio Management, Banking, Analysis, Underwriting, Negotiation, Risk Management, Training, Mortgage Banking, Loan Origination, Loss Mitigation, Credit Risk, Finance, Residential Mortgages, Refinance, Mortgage Underwriting, Commercial Lending, Commercial Banking, FHA, Financial Analysis, Investments, Executive Management
Education
Concord Law School 2007 2004 — 2007
Executive Juris Doctorate, Study of Law
Saint Mary's College 1976 — 1981
B.S, Business Administration and Economics
Ashley Prescott's Wells Fargo Experience March 2010 - Present
Job Sales Credit Manager at Wells Fargo
Industry Staffing and Recruiting
Experience
Wells Fargo March 2010 - Present
Barbizon USA July 2009 - March 2010
Education
Saint Leo University 2004 — 2008
BA, management
Wells Fargo March 2010 - Present
Barbizon USA July 2009 - March 2010
Education
Saint Leo University 2004 — 2008
BA, management
Pamela Dixon Ridgeway, SPHR Pamela Dixon Ridgeway, SPHR's Wells Fargo Experience February 2007 - July 2010
Job Director, Talent Acquisition Strategy at Christiana Care Health System
Industry Hospital & Health Care
Experience
Christiana Care Health System May 2014 - Present
Siemens Healthcare September 2011 - May 2014
Siemens Healthcare June 2010 - September 2011
Wells Fargo February 2007 - July 2010
Wells Fargo October 2004 - February 2007
Southland Corporation June 2001 - October 2004
American Management Systems (AMS) June 2000 - June 2001
University of Maryland, College Park August 1998 - June 2000
Skills
Change Management, College Recruiting, Employee Relations, HR Policies, Human Resources, Management, Succession Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
MBA
University of Maryland College Park 1998 — 2000
MA, Communication
Temple University 1993 — 1998
BA, Liberal Arts
Christiana Care Health System May 2014 - Present
Siemens Healthcare September 2011 - May 2014
Siemens Healthcare June 2010 - September 2011
Wells Fargo February 2007 - July 2010
Wells Fargo October 2004 - February 2007
Southland Corporation June 2001 - October 2004
American Management Systems (AMS) June 2000 - June 2001
University of Maryland, College Park August 1998 - June 2000
Skills
Change Management, College Recruiting, Employee Relations, HR Policies, Human Resources, Management, Succession Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
MBA
University of Maryland College Park 1998 — 2000
MA, Communication
Temple University 1993 — 1998
BA, Liberal Arts
Michael Lineweaver, Operations & Implementation's Wells Fargo Experience February 2012 - December 2014
Job Operations Manager at Vitality Bowls (Pleasant Hill, San Francisco)
Industry Restaurants
Experience
Vitality Bowls November 2014 - Present
Wells Fargo February 2012 - December 2014
Wachovia, A Wells Fargo Company April 2010 - February 2012
Wachovia, A Wells Fargo Company November 2008 - April 2010
Wachovia March 2008 - November 2008
Wells Fargo Home Mortgage February 2006 - March 2008
Cirrus Financial March 2004 - February 2006
Skills
Solution Implementation, Project Coordination, Project Planning, Meeting Planning, Live Meeting, Real Estate Transactions, Real Estate, Foreclosures, REO, Mortgage Lending, Document Drafting, Loans, Refinance, Process Management, Project Management, Procedure Manuals, Program Implementation, iGrafx, Business Process Mapping, Visio, Process Flow..., Procedure Development
Education
Saint Mary's College of California 2001 — 2003
BA, Economics
Vitality Bowls November 2014 - Present
Wells Fargo February 2012 - December 2014
Wachovia, A Wells Fargo Company April 2010 - February 2012
Wachovia, A Wells Fargo Company November 2008 - April 2010
Wachovia March 2008 - November 2008
Wells Fargo Home Mortgage February 2006 - March 2008
Cirrus Financial March 2004 - February 2006
Skills
Solution Implementation, Project Coordination, Project Planning, Meeting Planning, Live Meeting, Real Estate Transactions, Real Estate, Foreclosures, REO, Mortgage Lending, Document Drafting, Loans, Refinance, Process Management, Project Management, Procedure Manuals, Program Implementation, iGrafx, Business Process Mapping, Visio, Process Flow..., Procedure Development
Education
Saint Mary's College of California 2001 — 2003
BA, Economics
Kris Stark's Wells Fargo Experience January 2015 - Present
Job
Industry Capital Markets
Experience
Wells Fargo January 2015 - Present
Wells Fargo Home Mortgage June 2005 - January 2015
US Bank 2004 - 2005
DT Trading of the Chicago Board of Trade 2000 - 2001
Skills
Risk Management, Valuation, Trading, Portfolio Management, Bonds, Financial Modeling, Financial Analysis, Executive Management, Financial Services, Investments, Due Diligence, SQL, Microsoft Excel, Mortgage Servicing, Mortgage Banking
Education
Saint Louis University 2001 — 2003
MBA
Trinity University 1995 — 1999
BS & BA
Wells Fargo January 2015 - Present
Wells Fargo Home Mortgage June 2005 - January 2015
US Bank 2004 - 2005
DT Trading of the Chicago Board of Trade 2000 - 2001
Skills
Risk Management, Valuation, Trading, Portfolio Management, Bonds, Financial Modeling, Financial Analysis, Executive Management, Financial Services, Investments, Due Diligence, SQL, Microsoft Excel, Mortgage Servicing, Mortgage Banking
Education
Saint Louis University 2001 — 2003
MBA
Trinity University 1995 — 1999
BS & BA
Jason Minard's Wells Fargo Experience January 2009 - Present
Job
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wachovia Bank October 2007 - December 2008
AG Edwards June 2007 - September 2007
AG Edwards January 2006 - May 2007
AG Edwards April 2002 - December 2005
Arthur Andersen August 1999 - April 2002
Skills
Sarbanes-Oxley Act, Internal Controls, AML, Accounting, Data Analysis, Internal Audit, Capital Markets, Auditing, Fixed Income, Financial Analysis, Enterprise Risk..., Financial Reporting, Risk Management, Financial Risk, IT Audit, Operational Risk..., GAAP, CPA, US GAAP, Banking
Education
Saint Louis University 1995 — 1999
Business Administration
Wells Fargo January 2009 - Present
Wachovia Bank October 2007 - December 2008
AG Edwards June 2007 - September 2007
AG Edwards January 2006 - May 2007
AG Edwards April 2002 - December 2005
Arthur Andersen August 1999 - April 2002
Skills
Sarbanes-Oxley Act, Internal Controls, AML, Accounting, Data Analysis, Internal Audit, Capital Markets, Auditing, Fixed Income, Financial Analysis, Enterprise Risk..., Financial Reporting, Risk Management, Financial Risk, IT Audit, Operational Risk..., GAAP, CPA, US GAAP, Banking
Education
Saint Louis University 1995 — 1999
Business Administration
Greg LaVallee's Wells Fargo Experience 1992 - Present
Job Group Vice President Trading at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo 1992 - Present
Citicorp 1990 - 1992
Citicorp Mortgage 1986 - 1990
Education
Truman State University 1980 — 1984
Saint Louis University
MBA, Finance
Wells Fargo 1992 - Present
Citicorp 1990 - 1992
Citicorp Mortgage 1986 - 1990
Education
Truman State University 1980 — 1984
Saint Louis University
MBA, Finance
Mitchell Chamberlain's Wells Fargo Experience March 2014 - Present
Job Communications Transformation Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Bank of America March 2012 - July 2013
Bank of America August 2005 - March 2012
Bank of America October 2003 - August 2005
Prudential Financial May 1999 - October 2003
LOMA May 1988 - May 1999
Provident Life and Accident Insurance Company October 1986 - May 1988
Skills
Financial Services, Insurance, Relationship Management, Banking, Direct Marketing, Customer Acquisition, CRM, Strategy, Analytics, Integrated Marketing, Business Development, Marketing Communications, Process Improvement, Management, Marketing, Product Marketing, Program Management, Sales, E-commerce, Leadership, Training, Customer Experience, Mortgage Lending, Marketing Management, Corporate Communications, Strategic Communications, Public Relations, Recruiting, Loans, Credit Cards, Consumer Lending, Executive Management, Mergers & Acquisitions, Credit, Retail Banking, Cross Selling, Mortgage Banking
Education
University of Missouri-Columbia 1983 — 1985
M.A., Journalism
Saint Louis University 1978 — 1982
B.A., Psychology
Wells Fargo March 2014 - Present
Bank of America March 2012 - July 2013
Bank of America August 2005 - March 2012
Bank of America October 2003 - August 2005
Prudential Financial May 1999 - October 2003
LOMA May 1988 - May 1999
Provident Life and Accident Insurance Company October 1986 - May 1988
Skills
Financial Services, Insurance, Relationship Management, Banking, Direct Marketing, Customer Acquisition, CRM, Strategy, Analytics, Integrated Marketing, Business Development, Marketing Communications, Process Improvement, Management, Marketing, Product Marketing, Program Management, Sales, E-commerce, Leadership, Training, Customer Experience, Mortgage Lending, Marketing Management, Corporate Communications, Strategic Communications, Public Relations, Recruiting, Loans, Credit Cards, Consumer Lending, Executive Management, Mergers & Acquisitions, Credit, Retail Banking, Cross Selling, Mortgage Banking
Education
University of Missouri-Columbia 1983 — 1985
M.A., Journalism
Saint Louis University 1978 — 1982
B.A., Psychology
Gregory Ferguson, CPA's Wells Fargo Experience September 2008 - November 2013
Job Due Diligence Analyst at First Allied Securities
Industry Financial Services
Experience
First Allied Securities November 2013 - Present
Wells Fargo September 2008 - November 2013
KPMG, LLP March 2006 - September 2008
Enterprise Rent-A-Car 2004 - 2005
Skills
Financial Services, Investment Strategies, Investment Management, Alternative Investments, Reinsurance, Wealth Management, Risk Management, Risk Analysis, Equity Trading, Derivatives, Fixed Income Strategies, Internal Controls, Auditing, Financial Accounting, FINRA, Sarbanes-Oxley Act, Capital Markets, Financial Modeling
Education
Saint Louis University 2001 — 2005
Bachelor of Science - Business Administration, Accounting and Finance, Summa cum laude
First Allied Securities November 2013 - Present
Wells Fargo September 2008 - November 2013
KPMG, LLP March 2006 - September 2008
Enterprise Rent-A-Car 2004 - 2005
Skills
Financial Services, Investment Strategies, Investment Management, Alternative Investments, Reinsurance, Wealth Management, Risk Management, Risk Analysis, Equity Trading, Derivatives, Fixed Income Strategies, Internal Controls, Auditing, Financial Accounting, FINRA, Sarbanes-Oxley Act, Capital Markets, Financial Modeling
Education
Saint Louis University 2001 — 2005
Bachelor of Science - Business Administration, Accounting and Finance, Summa cum laude
Lisa Roberson's Wells Fargo Experience 2009 - Present
Job Technology Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wachovia June 2008 - Present
A.G. Edwards & Sons, Inc. June 1996 - June 2008
Education
Saint Louis University 2002 — 2006
Bachelors, Computer Science
Wells Fargo 2009 - Present
Wachovia June 2008 - Present
A.G. Edwards & Sons, Inc. June 1996 - June 2008
Education
Saint Louis University 2002 — 2006
Bachelors, Computer Science
Catherine Janigian's Wells Fargo Experience September 2009 - March 2011
Job Marketing Communications Consultant
Industry Banking
Experience
Catherine Janigian Communications May 2011 - Present
Wells Fargo co September 2010 - May 2011
Wells Fargo September 2009 - March 2011
Bank of the West December 1989 - June 2009
Skills
Marketing Communications, Vendor Management, Direct Marketing, Banking, Marketing, Strategic Planning, Advertising, Project Management, Direct Mail, Program Management, Internal Communications, Integrated Marketing, Marketing Strategy, Team Building, Online Advertising, Financial Services, Business Strategy
Education
Saint Mary's College of California 1986 — 1987
MBA, Business/Marketing
University of California, Berkeley
B.S., Social Science
Catherine Janigian Communications May 2011 - Present
Wells Fargo co September 2010 - May 2011
Wells Fargo September 2009 - March 2011
Bank of the West December 1989 - June 2009
Skills
Marketing Communications, Vendor Management, Direct Marketing, Banking, Marketing, Strategic Planning, Advertising, Project Management, Direct Mail, Program Management, Internal Communications, Integrated Marketing, Marketing Strategy, Team Building, Online Advertising, Financial Services, Business Strategy
Education
Saint Mary's College of California 1986 — 1987
MBA, Business/Marketing
University of California, Berkeley
B.S., Social Science
Jenna Janke's Wells Fargo Experience 2002 - 2004
Job Associate Director of Finance, UnitedHealthcare
Industry Hospital & Health Care
Experience
UnitedHealth Group October 2014 - Present
United Healthcare November 2007 - October 2014
GMAC ResCap 2004 - 2007
Wells Fargo 2002 - 2004
U.S. Bank 1998 - 2001
Federal Reserve Bank of St. Louis 1992 - 1998
Skills
Financial Analysis, Financial Modeling, Forecasting, Analysis, Budgets, Management, Leadership, Financial Reporting, Business Analysis
Education
Saint Louis University
MBA Finance
UnitedHealth Group October 2014 - Present
United Healthcare November 2007 - October 2014
GMAC ResCap 2004 - 2007
Wells Fargo 2002 - 2004
U.S. Bank 1998 - 2001
Federal Reserve Bank of St. Louis 1992 - 1998
Skills
Financial Analysis, Financial Modeling, Forecasting, Analysis, Budgets, Management, Leadership, Financial Reporting, Business Analysis
Education
Saint Louis University
MBA Finance
Todd Neumayer's Wells Fargo Experience June 2008 - Present
Job Lead BA Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo June 2008 - Present
A.G. Edwards & Sons, Inc. March 2004 - June 2008
A.G. Edwards March 2004 - September 2006
A.G. Edwards December 1999 - March 2004
Education
Saint Louis University 1994 — 1999
BS, Finance & Management Information Systems
Wells Fargo June 2008 - Present
A.G. Edwards & Sons, Inc. March 2004 - June 2008
A.G. Edwards March 2004 - September 2006
A.G. Edwards December 1999 - March 2004
Education
Saint Louis University 1994 — 1999
BS, Finance & Management Information Systems
Rodrick Johnson's Wells Fargo Experience April 2001 - December 2009
Job Compliance Forensic Analyst/ Quality Assurance Auditor/ Mortgage Consultant
Industry Banking
Experience
Wells Fargo Home Mortgage June 2012 - Present
U.S. Bank N.A. January 2010 - June 2012
Wells Fargo April 2001 - December 2009
Skills
Mortgage Lending, Loans, Residential Mortgages, Mortgage Banking, Loss Mitigation, Credit, Refinance, Mortgage Underwriting, Loan Origination, Credit Analysis, Credit Risk, Consumer Lending, Loan Servicing, FHA, Mortgage Servicing, Banking, Risk Management, Non-Conforming, Home Equity Lines of..., Asset Managment, Debt Consolidation, Home Equity, Foreclosures, Lines Of Credit, Mortgage Marketing, Home Equity Loans, USDA, VA loans, Reverse Mortgages, Portfolio Management, Commercial Mortgages, Financial Risk, Small Business Lending, Underwriting, FHA financing, Construction Loans, Commercial Lending, Funding, Real Estate Financing, Certified Mortgage..., Financial Structuring, Government Loans, Loan Modifications
Education
Saint Louis University
Bachelor of Applied Science (B.A.Sc.), marketing
Wells Fargo Home Mortgage June 2012 - Present
U.S. Bank N.A. January 2010 - June 2012
Wells Fargo April 2001 - December 2009
Skills
Mortgage Lending, Loans, Residential Mortgages, Mortgage Banking, Loss Mitigation, Credit, Refinance, Mortgage Underwriting, Loan Origination, Credit Analysis, Credit Risk, Consumer Lending, Loan Servicing, FHA, Mortgage Servicing, Banking, Risk Management, Non-Conforming, Home Equity Lines of..., Asset Managment, Debt Consolidation, Home Equity, Foreclosures, Lines Of Credit, Mortgage Marketing, Home Equity Loans, USDA, VA loans, Reverse Mortgages, Portfolio Management, Commercial Mortgages, Financial Risk, Small Business Lending, Underwriting, FHA financing, Construction Loans, Commercial Lending, Funding, Real Estate Financing, Certified Mortgage..., Financial Structuring, Government Loans, Loan Modifications
Education
Saint Louis University
Bachelor of Applied Science (B.A.Sc.), marketing
Jennie Nelson's Wells Fargo Experience September 2013 - March 2015
Job Accountant
Industry Accounting
Experience
Rose International June 2015 - Present
Wells Fargo September 2013 - March 2015
TCF Equipment Finance April 2008 - September 2013
Wells Fargo July 2006 - March 2008
Wells Fargo February 2005 - July 2006
Skills
Financial Reporting, Financial Analysis, Accounting, General Ledger
Education
Saint Leo University
BA, Accounting
Rose International June 2015 - Present
Wells Fargo September 2013 - March 2015
TCF Equipment Finance April 2008 - September 2013
Wells Fargo July 2006 - March 2008
Wells Fargo February 2005 - July 2006
Skills
Financial Reporting, Financial Analysis, Accounting, General Ledger
Education
Saint Leo University
BA, Accounting
Traci King, M.A.(R)'s Wells Fargo Experience 1997 - 1999
Job Freelance
Industry Marketing and Advertising
Experience
Self employed August 2015 - Present
Macy's May 2009 - June 2014
Macy's May 2008 - May 2009
Macy's June 2006 - June 2008
Famous Barr July 2005 - May 2006
Famous Barr, a division of May Company July 2004 - June 2005
The Urban League of Metropolitan St. Louis 1999 - 2003
Wells Fargo 1997 - 1999
Skills
Advertising, Merchandising, Marketing, Public Relations, Team Building, Negotiation, Nonprofits, Retail, Event Planning, Fashion, Sales, Social Media Marketing, Social Media, Marketing Communications, Event Management, Inventory Management, Marketing Strategy, Brand Development, Social Networking, Customer Service, Facebook, Email Marketing, Leadership
Education
Saint Louis University 2002 — 2005
M.A.(R), Communication
Saint Louis University 1990 — 1994
B.A., Communication, Minor in Psychology
Ladue (Horton Watkins) High School
High School Dipolma
Self employed August 2015 - Present
Macy's May 2009 - June 2014
Macy's May 2008 - May 2009
Macy's June 2006 - June 2008
Famous Barr July 2005 - May 2006
Famous Barr, a division of May Company July 2004 - June 2005
The Urban League of Metropolitan St. Louis 1999 - 2003
Wells Fargo 1997 - 1999
Skills
Advertising, Merchandising, Marketing, Public Relations, Team Building, Negotiation, Nonprofits, Retail, Event Planning, Fashion, Sales, Social Media Marketing, Social Media, Marketing Communications, Event Management, Inventory Management, Marketing Strategy, Brand Development, Social Networking, Customer Service, Facebook, Email Marketing, Leadership
Education
Saint Louis University 2002 — 2005
M.A.(R), Communication
Saint Louis University 1990 — 1994
B.A., Communication, Minor in Psychology
Ladue (Horton Watkins) High School
High School Dipolma
Janine Furia's Wells Fargo Experience March 2006 - January 2014
Job Vice President at PNC
Industry Banking
Experience
PNC February 2014 - Present
Wells Fargo March 2006 - January 2014
Professional Women's Roundtable January 2002 - October 2011
Pennsylvania Merchant Group 2002 - 2006
Skills
Risk Management, Financial Analysis, Investments, Investment Banking, Nonprofits, Securities, Series 7, Credit, Portfolio Management, Valuation, Alternative Investments, Asset Management, Financial Modeling, Financial Risk, Mutual Funds, Banking, Commercial Banking, Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 2000
MBA, Finance
PNC February 2014 - Present
Wells Fargo March 2006 - January 2014
Professional Women's Roundtable January 2002 - October 2011
Pennsylvania Merchant Group 2002 - 2006
Skills
Risk Management, Financial Analysis, Investments, Investment Banking, Nonprofits, Securities, Series 7, Credit, Portfolio Management, Valuation, Alternative Investments, Asset Management, Financial Modeling, Financial Risk, Mutual Funds, Banking, Commercial Banking, Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 2000
MBA, Finance
Murray King's Wells Fargo Experience April 2015 - Present
Job Marketing Consultant, Wells Fargo
Industry Banking
Experience
Wells Fargo April 2015 - Present
TD Bank April 2010 - April 2015
TD Bank June 2007 - June 2010
Commerce Bank May 2005 - June 2007
Skills
Cash Management, Access, PowerPoint, Microsoft Word, Treasury Management, Portfolio Management, Loans, Analysis, Banking
Education
Saint Joseph's University - Erivan K. Haub School of Business 1996 — 2008
Wells Fargo April 2015 - Present
TD Bank April 2010 - April 2015
TD Bank June 2007 - June 2010
Commerce Bank May 2005 - June 2007
Skills
Cash Management, Access, PowerPoint, Microsoft Word, Treasury Management, Portfolio Management, Loans, Analysis, Banking
Education
Saint Joseph's University - Erivan K. Haub School of Business 1996 — 2008
Lorna Austria's Wells Fargo Experience August 2004 - March 2006
Job VP & Project Manager at East West Bank
Industry Banking
Experience
East West Bank October 2011 - April 2013
East West Bank formerly United Commercial Bank April 2006 - October 2011
Wells Fargo August 2004 - March 2006
Banc of America Securities December 2000 - August 2004
Education
Saint Mary's College of California 1982 — 1984
MBA, Emphasis in Finance
East West Bank October 2011 - April 2013
East West Bank formerly United Commercial Bank April 2006 - October 2011
Wells Fargo August 2004 - March 2006
Banc of America Securities December 2000 - August 2004
Education
Saint Mary's College of California 1982 — 1984
MBA, Emphasis in Finance
Sue Dingle's Wells Fargo Experience June 1997 - January 1999
Job Financial Services Professional
Industry Financial Services
Experience
Consumer Solutions Automotive April 2010 - December 2013
Hennessy Mazda, GMC December 2009 - February 2010
Chase May 2006 - April 2008
United International Mortgage Bank February 2005 - April 2006
HSBC January 2003 - October 2004
Americredit February 1999 - December 2002
Wells Fargo June 1997 - January 1999
Skills
Credit, Loans, Banking, Credit Analysis, Finance, Leadership, Customer Retention, Sales, Strategic Planning
Education
Saint Leo University
Bachelor's degree
Consumer Solutions Automotive April 2010 - December 2013
Hennessy Mazda, GMC December 2009 - February 2010
Chase May 2006 - April 2008
United International Mortgage Bank February 2005 - April 2006
HSBC January 2003 - October 2004
Americredit February 1999 - December 2002
Wells Fargo June 1997 - January 1999
Skills
Credit, Loans, Banking, Credit Analysis, Finance, Leadership, Customer Retention, Sales, Strategic Planning
Education
Saint Leo University
Bachelor's degree
Dale R. Jones, CAMS's Wells Fargo Experience 2006 - 2012
Job Risk Management Professional
Industry Financial Services
Experience
TIAA-CREF 2014 - Present
Citi 2012 - 2014
Wells Fargo 2006 - 2012
Wachovia Bank 2004 - 2006
Wachovia Bank 2003 - 2004
Southtrust Bank 1998 - 2003
Skills
AML, Financial Risk, Banking, Retail Banking, Risk Management, Credit Risk, Operational Risk..., Financial Services, Fraud Detection, Corporate Fraud..., Fraud Claims, Operations Management, Due Diligence, KYC, Bank Secrecy Act, Project Management, Security, USA PATRIOT Act, Risk Assessment, Strategy, Fraud, Anti Money Laundering
Education
Saint Leo University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
TIAA-CREF 2014 - Present
Citi 2012 - 2014
Wells Fargo 2006 - 2012
Wachovia Bank 2004 - 2006
Wachovia Bank 2003 - 2004
Southtrust Bank 1998 - 2003
Skills
AML, Financial Risk, Banking, Retail Banking, Risk Management, Credit Risk, Operational Risk..., Financial Services, Fraud Detection, Corporate Fraud..., Fraud Claims, Operations Management, Due Diligence, KYC, Bank Secrecy Act, Project Management, Security, USA PATRIOT Act, Risk Assessment, Strategy, Fraud, Anti Money Laundering
Education
Saint Leo University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Diana Adams's Wells Fargo Experience March 2009 - December 2012
Job Applications Analyst
Industry Hospital & Health Care
Experience
The GW Medical Faculty Associates January 2015 - Present
Children's National Health System February 2013 - January 2015
Children's National Health System August 2012 - December 2012
Wells Fargo March 2009 - December 2012
Holy Cross Hospital January 2012 - June 2012
Skills
EHR (Electronic Health..., HIE (Health Information..., Information Management, Patient Privacy and..., Health Care Policy, HIPAA, Training, Project Management, Meaningful Use, Documentation, Research, Customer Service, Spanish, Problem Solving, Strategic Thinking, Leadership, Banking, Microsoft Office, HTML, PHP coding, SQL, Healthcare Information..., Software Documentation, Analysis, Project Planning, Interviewing Skills, Databases, Team Building, EHR, Access, Troubleshooting, Process Improvement, SDLC, Healthcare, Management, Healthcare Management, Business Analysis, Visio, Budgets, Microsoft Excel, Analytics, PowerPoint, Outlook, Financial Analysis, Microsoft Word, Risk Management, Program Management
Education
The Catholic University of America 2011 — 2012
Master of Science, Health Information Technology, 4.0/4.0
Saint Louis University 2004 — 2008
Bachelor of Science in Business Administration, International Business, 3.78/4.0
The GW Medical Faculty Associates January 2015 - Present
Children's National Health System February 2013 - January 2015
Children's National Health System August 2012 - December 2012
Wells Fargo March 2009 - December 2012
Holy Cross Hospital January 2012 - June 2012
Skills
EHR (Electronic Health..., HIE (Health Information..., Information Management, Patient Privacy and..., Health Care Policy, HIPAA, Training, Project Management, Meaningful Use, Documentation, Research, Customer Service, Spanish, Problem Solving, Strategic Thinking, Leadership, Banking, Microsoft Office, HTML, PHP coding, SQL, Healthcare Information..., Software Documentation, Analysis, Project Planning, Interviewing Skills, Databases, Team Building, EHR, Access, Troubleshooting, Process Improvement, SDLC, Healthcare, Management, Healthcare Management, Business Analysis, Visio, Budgets, Microsoft Excel, Analytics, PowerPoint, Outlook, Financial Analysis, Microsoft Word, Risk Management, Program Management
Education
The Catholic University of America 2011 — 2012
Master of Science, Health Information Technology, 4.0/4.0
Saint Louis University 2004 — 2008
Bachelor of Science in Business Administration, International Business, 3.78/4.0
Dave Dvorscak's Wells Fargo Experience 1986 - 2004
Job at
Industry Real Estate
Experience
AZ Real Estate Services March 2010 - Present
PD Investments January 2009 - Present
Wells Fargo Bank May 1985 - June 2009
Wells Fargo 1986 - 2004
USAF September 1975 - September 1979
Education
Rich Dad Academy 2009 — 2009
Stock Market Investing
Rich Dad Academy 2008 — 2008
Real Estate Investing
Saint Leo University 1977 — 1979
AA, Liberal Arts
AZ Real Estate Services March 2010 - Present
PD Investments January 2009 - Present
Wells Fargo Bank May 1985 - June 2009
Wells Fargo 1986 - 2004
USAF September 1975 - September 1979
Education
Rich Dad Academy 2009 — 2009
Stock Market Investing
Rich Dad Academy 2008 — 2008
Real Estate Investing
Saint Leo University 1977 — 1979
AA, Liberal Arts
Matthew Kakta's Wells Fargo Experience August 2006 - September 2011
Job Vice President at Enterprise Bank & Trust
Industry Banking
Experience
Enterprise Bank & Trust September 2011 - Present
Wells Fargo August 2006 - September 2011
Bunge North America 2004 - 2006
Skills
Credit Analysis, Business Development, Portfolio Management, Leveraged Lending, Management Buyouts, Mergers & Acquisitions, Risk Management, Loans, Treasury Management, New Business Development, Commercial Lending, Corporate Finance, Relationship Management, Financial Structuring, Management, Banking, CRM, Credit, Finance, Underwriting, Financial Analysis, Commercial Banking
Education
Saint Louis University 1998 — 2002
Business, Finance
Bishop DuBourg
Enterprise Bank & Trust September 2011 - Present
Wells Fargo August 2006 - September 2011
Bunge North America 2004 - 2006
Skills
Credit Analysis, Business Development, Portfolio Management, Leveraged Lending, Management Buyouts, Mergers & Acquisitions, Risk Management, Loans, Treasury Management, New Business Development, Commercial Lending, Corporate Finance, Relationship Management, Financial Structuring, Management, Banking, CRM, Credit, Finance, Underwriting, Financial Analysis, Commercial Banking
Education
Saint Louis University 1998 — 2002
Business, Finance
Bishop DuBourg
Lloyd Heyduck's Wells Fargo Experience May 2010 - Present
Job Vice President at Wells Fargo Bank, N.A.
Industry Investment Management
Experience
Wells Fargo May 2010 - Present
Wells Fargo Advisors June 2008 - May 2010
Citi 2006 - 2008
Deloitte 2004 - 2006
Skills
Financial Analysis, Financial Modeling, Forecasting, Microsoft Excel, Strategic Financial..., Risk Management, Financial Reporting, Corporate Finance, Financial Accounting, Accounting, Mergers, Auditing, Cash Management, Tax, Budget
Education
Saint Louis University 2006 — 2010
Master of Business Administration (MBA), Finance, General
Truman State University 1992 — 1998
Bachelor of Science, Economics
Wells Fargo May 2010 - Present
Wells Fargo Advisors June 2008 - May 2010
Citi 2006 - 2008
Deloitte 2004 - 2006
Skills
Financial Analysis, Financial Modeling, Forecasting, Microsoft Excel, Strategic Financial..., Risk Management, Financial Reporting, Corporate Finance, Financial Accounting, Accounting, Mergers, Auditing, Cash Management, Tax, Budget
Education
Saint Louis University 2006 — 2010
Master of Business Administration (MBA), Finance, General
Truman State University 1992 — 1998
Bachelor of Science, Economics
Marshall Serkes's Wells Fargo Experience February 2015 - Present
Job Personal Banker at Wells Fargo
Industry Logistics and Supply Chain
Experience
Wells Fargo February 2015 - Present
UPS November 2013 - February 2015
Business Capital February 2011 - June 2013
Empire Futures Group January 2009 - September 2009
Bay Area Legal Aid May 2008 - August 2008
Skills
Asset Based Lending, Growth Capital, Debt Restructuring, Mezzanine, Accounts Receivable..., Inventory Financing, Equipment Financing, Machinery Financing, Rolling Stock Financing, Real Estate Financing, Venture Debt, Distressed Debt, Lines Of Credit, Purchase Order Finance
Education
Saint Louis University 2003 — 2007
Bachelor of Science in Business Administration, Accounting
Menlo-Atherton High School
High School Diploma
Wells Fargo February 2015 - Present
UPS November 2013 - February 2015
Business Capital February 2011 - June 2013
Empire Futures Group January 2009 - September 2009
Bay Area Legal Aid May 2008 - August 2008
Skills
Asset Based Lending, Growth Capital, Debt Restructuring, Mezzanine, Accounts Receivable..., Inventory Financing, Equipment Financing, Machinery Financing, Rolling Stock Financing, Real Estate Financing, Venture Debt, Distressed Debt, Lines Of Credit, Purchase Order Finance
Education
Saint Louis University 2003 — 2007
Bachelor of Science in Business Administration, Accounting
Menlo-Atherton High School
High School Diploma
Jackie Anthonis's Wells Fargo Experience 2004 - Present
Job Accounting Manager
Industry Financial Services
Experience
Wells Fargo 2004 - Present
B/E Aerospace 2000 - 2003
Amarr Garage Doors 1995 - 2000
Danka Office Imaging 1993 - 1995
Education
Saint Leo University 1987 — 1989
University of Connecticut 1980 — 1983
Wells Fargo 2004 - Present
B/E Aerospace 2000 - 2003
Amarr Garage Doors 1995 - 2000
Danka Office Imaging 1993 - 1995
Education
Saint Leo University 1987 — 1989
University of Connecticut 1980 — 1983
Kim Waller's Wells Fargo Experience March 2014 - Present
Job Technical Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo March 2014 - Present
Dell November 2012 - December 2013
Knowledge Matrix November 2012 - 2013
Murphy Brown LLC April 2011 - December 2012
C2HMHILL January 2011 - April 2011
Ross Technologies, RTGX June 2010 - December 2010
SGIS May 2009 - June 2010
Guilford Performance textiles 2010 - 2010
Chemtex International Inc April 2004 - May 2009
Chemtex 2004 - 2009
Skills
Troubleshooting, Network Security, SharePoint, Windows Server, Networking, Virtualization, VMware, System Administration, Integration, Servers, Disaster Recovery, Leadership, Project Management, Cisco Technologies, Management, Active Directory, Microsoft SQL Server, Infrastructure, Requirements Analysis, WAN, Data Center, Program Management
Education
Saint Leo University 2005 — 2009
Computer Science
The University of Texas at Dallas
Wells Fargo March 2014 - Present
Dell November 2012 - December 2013
Knowledge Matrix November 2012 - 2013
Murphy Brown LLC April 2011 - December 2012
C2HMHILL January 2011 - April 2011
Ross Technologies, RTGX June 2010 - December 2010
SGIS May 2009 - June 2010
Guilford Performance textiles 2010 - 2010
Chemtex International Inc April 2004 - May 2009
Chemtex 2004 - 2009
Skills
Troubleshooting, Network Security, SharePoint, Windows Server, Networking, Virtualization, VMware, System Administration, Integration, Servers, Disaster Recovery, Leadership, Project Management, Cisco Technologies, Management, Active Directory, Microsoft SQL Server, Infrastructure, Requirements Analysis, WAN, Data Center, Program Management
Education
Saint Leo University 2005 — 2009
Computer Science
The University of Texas at Dallas
Achim Christner's Wells Fargo Experience September 2008 - August 2009
Job Business Professional
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management July 2011 - Present
Nollenberger Capital Partners July 2010 - July 2011
Nollenberger Capital Partners January 2010 - July 2010
Wells Fargo September 2008 - August 2009
Deutsche Bank June 2007 - August 2007
BB Consulting June 2006 - August 2006
Education
Saint Mary's College of California 2008 — 2009
M.S., Financial Analysis and Investment Management
Saint Mary's College of California 2005 — 2008
B.S., Financial Services
Morgan Stanley Private Wealth Management July 2011 - Present
Nollenberger Capital Partners July 2010 - July 2011
Nollenberger Capital Partners January 2010 - July 2010
Wells Fargo September 2008 - August 2009
Deutsche Bank June 2007 - August 2007
BB Consulting June 2006 - August 2006
Education
Saint Mary's College of California 2008 — 2009
M.S., Financial Analysis and Investment Management
Saint Mary's College of California 2005 — 2008
B.S., Financial Services
Shannon Gaydos's Wells Fargo Experience April 2012 - October 2012
Job Sr. Recruitment Partner at BMO Harris Bank
Industry Human Resources
Experience
BMO Harris Bank December 2014 - Present
JPMorgan Chase June 2013 - October 2014
Wells Fargo April 2012 - October 2012
Aviva January 2010 - March 2012
Sammons Financial Group December 2007 - January 2010
Sammons Financial Group December 2004 - December 2007
ING Americas April 2003 - December 2004
Skills
Employee Relations, Recruiting, Talent Acquisition, Onboarding, Human Resources, Talent Management
Education
Saint Mary's College 1995 — 1999
BA, Social Work
BMO Harris Bank December 2014 - Present
JPMorgan Chase June 2013 - October 2014
Wells Fargo April 2012 - October 2012
Aviva January 2010 - March 2012
Sammons Financial Group December 2007 - January 2010
Sammons Financial Group December 2004 - December 2007
ING Americas April 2003 - December 2004
Skills
Employee Relations, Recruiting, Talent Acquisition, Onboarding, Human Resources, Talent Management
Education
Saint Mary's College 1995 — 1999
BA, Social Work
Dan Barr's Wells Fargo Experience August 1992 - Present
Job Technology Manager VP at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo August 1992 - Present
Skills
Product Management, Business Analysis, SDLC, Integration, Vendor Management, Requirements Analysis, Management, Business Process..., Software Project..., Project Management, Enterprise Architecture, Leadership
Education
Saint Louis University 1989 — 1992
BA, Computer Science
Wells Fargo August 1992 - Present
Skills
Product Management, Business Analysis, SDLC, Integration, Vendor Management, Requirements Analysis, Management, Business Process..., Software Project..., Project Management, Enterprise Architecture, Leadership
Education
Saint Louis University 1989 — 1992
BA, Computer Science
Elisa Conde's Wells Fargo Experience October 2001 - March 2003
Job Student
Industry Banking
Experience
Bank of America April 2008 - December 2010
Bank of America April 2004 - April 2008
Wells Fargo October 2001 - March 2003
Skills
Credit Risk, Retail Banking, Commercial Banking, Loans, Banking, Mortgage Lending, Credit Analysis, Credit, Leadership Development, Microsoft Word, Leadership, Organizational..., Consumer Lending, Finance, Risk Management, Small Business Lending, Credit Cards, Cross Selling, Branch Banking, Deposits
Education
Saint Leo University
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
Saint Leo University 2009 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Bank of America April 2008 - December 2010
Bank of America April 2004 - April 2008
Wells Fargo October 2001 - March 2003
Skills
Credit Risk, Retail Banking, Commercial Banking, Loans, Banking, Mortgage Lending, Credit Analysis, Credit, Leadership Development, Microsoft Word, Leadership, Organizational..., Consumer Lending, Finance, Risk Management, Small Business Lending, Credit Cards, Cross Selling, Branch Banking, Deposits
Education
Saint Leo University
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
Saint Leo University 2009 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Tim Zaprala's Wells Fargo Experience January 2011 - Present
Job Wells Fargo Bank Store Manger
Industry Banking
Experience
Wells Fargo January 2011 - Present
MNG Hardware April 2003 - November 2008
Archdioceses of Philadelphia January 2001 - April 2003
Saint Joseph's University August 2001 - May 2002
various Catholic Schools August 2001 - May 2002
United Parcel Service May 1997 - January 2002
Skills
Series 6, Series 63, Life Insurance, Safe
Education
Saint Joseph's University 2001 — 2002
Master's of Science, Criminal Justice
Saint Joseph's University 1997 — 2001
Bachelor's of Science, Criminal Justice
Wells Fargo January 2011 - Present
MNG Hardware April 2003 - November 2008
Archdioceses of Philadelphia January 2001 - April 2003
Saint Joseph's University August 2001 - May 2002
various Catholic Schools August 2001 - May 2002
United Parcel Service May 1997 - January 2002
Skills
Series 6, Series 63, Life Insurance, Safe
Education
Saint Joseph's University 2001 — 2002
Master's of Science, Criminal Justice
Saint Joseph's University 1997 — 2001
Bachelor's of Science, Criminal Justice
Crystal Batten's Wells Fargo Experience December 2013 - Present
Job Credit Analyst at GreenSky Credit
Industry Real Estate
Experience
GreenSky Credit October 2014 - Present
Wells Fargo December 2013 - Present
JPMorgan Chase July 2010 - December 2013
general electric April 2004 - August 2007
Skills
Real Estate, Investment Properties, Entrepreneurship, Small Business, Residential Homes, Sellers, Real Estate Development, Property Management, Marketing Strategy, Investors, Marketing, Real Estate Transactions, Short Sales, Foreclosures, Single Family Homes, First Time Home Buyers, New Business Development, Negotiation, REO, Social Media Marketing, Compliance, Customer Service, CFPB, Regulatory Requirements, Collections, Risk Management
Education
Saint Leo University 2003 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
Saint Leo University
Associate of Arts (A.A.), Business Administration and Management, General
GreenSky Credit October 2014 - Present
Wells Fargo December 2013 - Present
JPMorgan Chase July 2010 - December 2013
general electric April 2004 - August 2007
Skills
Real Estate, Investment Properties, Entrepreneurship, Small Business, Residential Homes, Sellers, Real Estate Development, Property Management, Marketing Strategy, Investors, Marketing, Real Estate Transactions, Short Sales, Foreclosures, Single Family Homes, First Time Home Buyers, New Business Development, Negotiation, REO, Social Media Marketing, Compliance, Customer Service, CFPB, Regulatory Requirements, Collections, Risk Management
Education
Saint Leo University 2003 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
Saint Leo University
Associate of Arts (A.A.), Business Administration and Management, General
Tonia Mallory's Wells Fargo Experience October 1999 - Present
Job Securities Ops Service Specialist II Credit/Margin at Wells Fargo Advisors
Industry Legal Services
Experience
Wells Fargo Advisors December 2013 - Present
Wells Fargo October 1999 - Present
Wells Fargo October 1999 - December 2013
Skills
Credit, Customer Service, Microsoft Office, Leadership, Banking, Outlook, Loans
Education
Saint Leo University 2009 — 2012
Bachelor of Arts (BA), Criminal Justice, Major GPA 3.795 - Cumulative 3.764
Wells Fargo Advisors December 2013 - Present
Wells Fargo October 1999 - Present
Wells Fargo October 1999 - December 2013
Skills
Credit, Customer Service, Microsoft Office, Leadership, Banking, Outlook, Loans
Education
Saint Leo University 2009 — 2012
Bachelor of Arts (BA), Criminal Justice, Major GPA 3.795 - Cumulative 3.764
Ross Kerner's Wells Fargo Experience October 2014 - Present
Job Senior Strategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo September 2010 - October 2014
Wells Fargo Advisors May 2008 - September 2010
CitiMortgage, Inc April 2006 - May 2008
World Wide Technologies February 2005 - April 2006
Savvis Communications May 2001 - February 2005
Skills
Strategic Financial..., Financial Analysis, Banking, Mergers & Acquisitions, Financial Modeling, Vendor Management, Securities, Data Analytics, Wealth Management, Capital Markets, Statistics, Project Management, Finance, Financial Reporting, Corporate Finance, Investments, Mutual Funds, Forecasting, Financial Advisory, Asset Allocation, Relationship Management, Business Analysis, Technology, Cost Allocation, Customer Service, Analysis, Financial Planning
Education
University of Wisconsin-Madison 2015 — 2018
Master of Business Administration (M.B.A.)
Saint Louis University 1996 — 2001
Bachelor of Arts (B.A.), Finance & Management Information Systems, General
Wells Fargo October 2014 - Present
Wells Fargo September 2010 - October 2014
Wells Fargo Advisors May 2008 - September 2010
CitiMortgage, Inc April 2006 - May 2008
World Wide Technologies February 2005 - April 2006
Savvis Communications May 2001 - February 2005
Skills
Strategic Financial..., Financial Analysis, Banking, Mergers & Acquisitions, Financial Modeling, Vendor Management, Securities, Data Analytics, Wealth Management, Capital Markets, Statistics, Project Management, Finance, Financial Reporting, Corporate Finance, Investments, Mutual Funds, Forecasting, Financial Advisory, Asset Allocation, Relationship Management, Business Analysis, Technology, Cost Allocation, Customer Service, Analysis, Financial Planning
Education
University of Wisconsin-Madison 2015 — 2018
Master of Business Administration (M.B.A.)
Saint Louis University 1996 — 2001
Bachelor of Arts (B.A.), Finance & Management Information Systems, General
Nicole Wortsman's Wells Fargo Experience January 2013 - Present
Job Regional Bank Private Banker ll at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
Wells Fargo Bank January 2010 - January 2013
Cardiovascular Associates of Lake County March 2010 - July 2010
Wells Fargo Financial January 2007 - January 2010
ADAPCO January 2001 - January 2006
Skills
Loans, Credit, Mortgage Lending, Banking, Portfolio Management, Credit Analysis, Consumer Lending, Retail Banking, Small Business Lending, Sales, Loan Origination, Risk Management, Financial Analysis, Commercial Lending, Financial Services, Cross Selling, Management, Commercial Banking, Relationship Management, Investments, Finance, Mortgage Banking, Wealth Management, Leadership, Underwriting, Financial Planning, Lines Of Credit, Team Building, Credit Cards
Education
Saint Leo University 2008 — 2010
Bachelor of Science; Health Care Management, Health Care, Accounting
Wells Fargo January 2013 - Present
Wells Fargo Bank January 2010 - January 2013
Cardiovascular Associates of Lake County March 2010 - July 2010
Wells Fargo Financial January 2007 - January 2010
ADAPCO January 2001 - January 2006
Skills
Loans, Credit, Mortgage Lending, Banking, Portfolio Management, Credit Analysis, Consumer Lending, Retail Banking, Small Business Lending, Sales, Loan Origination, Risk Management, Financial Analysis, Commercial Lending, Financial Services, Cross Selling, Management, Commercial Banking, Relationship Management, Investments, Finance, Mortgage Banking, Wealth Management, Leadership, Underwriting, Financial Planning, Lines Of Credit, Team Building, Credit Cards
Education
Saint Leo University 2008 — 2010
Bachelor of Science; Health Care Management, Health Care, Accounting
Candice Urban's Wells Fargo Experience January 2011 - Present
Job at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2011 - Present
Novus August 2010 - January 2011
MasterCard March 2008 - September 2010
Citi October 2005 - March 2008
Citi October 2003 - October 2005
Crane February 2003 - October 2003
Monsanto July 2000 - February 2003
Monsanto December 1998 - July 2000
MEMCO Barge August 1997 - November 1998
Arthur Andersen 1996 - 1997
Skills
Forecasting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Budgets, Analysis, Internal Controls, Auditing, Variance Analysis, Management, Leadership, Analytics, Internal Audit, Project Planning, Account Reconciliation, Microsoft Excel, Accounts Payable, Strategic Financial..., Training, Financial Forecasting, Essbase, Process Improvement, Accounting
Education
Saint Louis University 1995 — 1998
Accounting
University of Illinois at Urbana-Champaign
Bachelor, Accountancy
Wells Fargo January 2011 - Present
Novus August 2010 - January 2011
MasterCard March 2008 - September 2010
Citi October 2005 - March 2008
Citi October 2003 - October 2005
Crane February 2003 - October 2003
Monsanto July 2000 - February 2003
Monsanto December 1998 - July 2000
MEMCO Barge August 1997 - November 1998
Arthur Andersen 1996 - 1997
Skills
Forecasting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Budgets, Analysis, Internal Controls, Auditing, Variance Analysis, Management, Leadership, Analytics, Internal Audit, Project Planning, Account Reconciliation, Microsoft Excel, Accounts Payable, Strategic Financial..., Training, Financial Forecasting, Essbase, Process Improvement, Accounting
Education
Saint Louis University 1995 — 1998
Accounting
University of Illinois at Urbana-Champaign
Bachelor, Accountancy
Myra Booker's Wells Fargo Experience March 1996 - February 2000
Job Account Executive at SBM Consulting
Industry Events Services
Experience
SBM Consulting, Inc. January 2003 - Present
SBM Consulting 1989 - October 2000
Wells Fargo March 1996 - February 2000
Pacific Bell Communications September 1995 - September 1996
Kaiser Permanente November 1993 - September 1995
US Army September 1981 - September 1986
Skills
Public Speaking, Strategic Planning, Nonprofits, Entrepreneurship, Public Relations, New Business Development, Operations Management, Social Media, Leadership, Team Building, Small Business, Fundraising, Sales, Event Planning, Coordinating Events, Marketing, PowerPoint, Customer Service, Management, Social Networking, Leadership Development, Microsoft Office, Training, Project Management, Community Outreach, Program Management, Coaching, Budgets, Event Management, Analysis, Social Media Marketing, Marketing Strategy, Team Leadership, Organizational..., Consulting, Strategy, Policy, Research, Information Technology, Program Development, Microsoft Excel
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, TBD
University of Phoenix 2011 — 2014
Bachelor's Degree, Business Administration and Management, General, A+
Saint Leo University 2005 — 2006
Business
US Army Computer Science Academy - Ft Benjamin Harrison 1980 — 1982
Bachelor's degree, Computer Science, A
SBM Consulting, Inc. January 2003 - Present
SBM Consulting 1989 - October 2000
Wells Fargo March 1996 - February 2000
Pacific Bell Communications September 1995 - September 1996
Kaiser Permanente November 1993 - September 1995
US Army September 1981 - September 1986
Skills
Public Speaking, Strategic Planning, Nonprofits, Entrepreneurship, Public Relations, New Business Development, Operations Management, Social Media, Leadership, Team Building, Small Business, Fundraising, Sales, Event Planning, Coordinating Events, Marketing, PowerPoint, Customer Service, Management, Social Networking, Leadership Development, Microsoft Office, Training, Project Management, Community Outreach, Program Management, Coaching, Budgets, Event Management, Analysis, Social Media Marketing, Marketing Strategy, Team Leadership, Organizational..., Consulting, Strategy, Policy, Research, Information Technology, Program Development, Microsoft Excel
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, TBD
University of Phoenix 2011 — 2014
Bachelor's Degree, Business Administration and Management, General, A+
Saint Leo University 2005 — 2006
Business
US Army Computer Science Academy - Ft Benjamin Harrison 1980 — 1982
Bachelor's degree, Computer Science, A
Laura McWard's Wells Fargo Experience March 2013 - Present
Job Client Manager Commercial Mortgage Servicing at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Robert Half Finance & Accounting March 2012 - March 2013
CD Federal Credit Union January 2000 - October 2010
US Bank March 1995 - March 1997
Skills
Management, Cash Management, Mortgage Lending, Banking, Financial Services, Finance, Financial Analysis, Risk Management, Loans, Portfolio Management
Education
Saint Louis University 1992 — 1994
MBA, Business
University of Tulsa 1984 — 1988
BSBA Business Administration, Marketing/ Finance
Wells Fargo March 2013 - Present
Robert Half Finance & Accounting March 2012 - March 2013
CD Federal Credit Union January 2000 - October 2010
US Bank March 1995 - March 1997
Skills
Management, Cash Management, Mortgage Lending, Banking, Financial Services, Finance, Financial Analysis, Risk Management, Loans, Portfolio Management
Education
Saint Louis University 1992 — 1994
MBA, Business
University of Tulsa 1984 — 1988
BSBA Business Administration, Marketing/ Finance
Loriann Smith's Wells Fargo Experience Professional Studies Adjunct InstructorSaint Louis UniversityJune 2014 - Present
Job Operations Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Professional Studies Adjunct InstructorSaint Louis UniversityJune 2014 - Present
Wells Fargo Advisors May 2013 - Present
Wells Fargo Advisors 1998 - 2011
Skills
Business Analysis, Vendor Management, SDLC, SharePoint, Visio, Requirements Analysis, Analysis, Microsoft Office, Risk Management
Education
Saint Louis University
Masters, Organization Informatics
Wells Fargo Professional Studies Adjunct InstructorSaint Louis UniversityJune 2014 - Present
Wells Fargo Advisors May 2013 - Present
Wells Fargo Advisors 1998 - 2011
Skills
Business Analysis, Vendor Management, SDLC, SharePoint, Visio, Requirements Analysis, Analysis, Microsoft Office, Risk Management
Education
Saint Louis University
Masters, Organization Informatics
Annette Deffenbaugh's Wells Fargo Experience March 2005 - September 2012
Job Financial Examiner at State of North Carolina
Industry Banking
Experience
State of North Carolina September 2012 - Present
Wells Fargo March 2005 - September 2012
Florida Credit Union April 2001 - December 2004
Education
Saint Leo University
Master of Business Administration (M.B.A.)
University of North Carolina at Wilmington
Bachelor's Degree, Accounting
University of North Carolina at Wilmington
Bachelor's Degree, Management Information Systems, General
State of North Carolina September 2012 - Present
Wells Fargo March 2005 - September 2012
Florida Credit Union April 2001 - December 2004
Education
Saint Leo University
Master of Business Administration (M.B.A.)
University of North Carolina at Wilmington
Bachelor's Degree, Accounting
University of North Carolina at Wilmington
Bachelor's Degree, Management Information Systems, General
Kolissa Brost's Wells Fargo Experience January 2013 - Present
Job Relationship Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
Wells Fargo August 2006 - January 2013
FFR Cooperative June 2005 - August 2006
Sprint 2003 - 2005
IBM 2000 - 2002
Skills
Banking, Customer Service, Multi-tasking, Credit, Relationship Management, Financial Services, Commercial Banking, Cross Selling
Education
Saint Leo University 2001 — 2002
Business Administration and Management, General
Benton Central Jr/Sr High School 1986 — 1992
High School Diploma
Wells Fargo January 2013 - Present
Wells Fargo August 2006 - January 2013
FFR Cooperative June 2005 - August 2006
Sprint 2003 - 2005
IBM 2000 - 2002
Skills
Banking, Customer Service, Multi-tasking, Credit, Relationship Management, Financial Services, Commercial Banking, Cross Selling
Education
Saint Leo University 2001 — 2002
Business Administration and Management, General
Benton Central Jr/Sr High School 1986 — 1992
High School Diploma
Angie Plaisance's Wells Fargo Experience April 2009 - April 2011
Job Marketing Coordinator at Northern Trust
Industry Financial Services
Experience
Northern Trust April 2012 - Present
Wells Fargo April 2009 - April 2011
Wachovia June 2002 - May 2008
Skills
Marketing, Strategic Planning, Customer Service, Leadership, Business Development, Team Building, Event Planning, Marketing Strategy
Education
University of Florida 1994 — 1995
Saint Mary's College 1991 — 1993
Northern Trust April 2012 - Present
Wells Fargo April 2009 - April 2011
Wachovia June 2002 - May 2008
Skills
Marketing, Strategic Planning, Customer Service, Leadership, Business Development, Team Building, Event Planning, Marketing Strategy
Education
University of Florida 1994 — 1995
Saint Mary's College 1991 — 1993
Dave Dvorscak's Wells Fargo Experience May 1985 - June 2009
Job Owner at DVOR Investments
Industry Real Estate
Experience
Peoria Ford February 2014 - Present
DVOR Investments January 2008 - Present
AZREO Servicer February 2010 - February 2014
Wells Fargo May 1985 - June 2009
Skills
Customer Service, Real Estate, Microsoft Excel, Microsoft Word, Leadership, Time Management
Education
Saint Leo University 1977 — 1979
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Arizona Academy of Real Estate
Peoria Ford February 2014 - Present
DVOR Investments January 2008 - Present
AZREO Servicer February 2010 - February 2014
Wells Fargo May 1985 - June 2009
Skills
Customer Service, Real Estate, Microsoft Excel, Microsoft Word, Leadership, Time Management
Education
Saint Leo University 1977 — 1979
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Arizona Academy of Real Estate
Tyler Ash's Wells Fargo Experience December 2014 - Present
Job at
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Wells Fargo Advisors November 2013 - Present
Stifel Financial Corp. April 2012 - November 2013
Stifel Financial Corp. August 2010 - April 2012
Skills
Series 7, Series 65, Series 63, Series 9, Series 10
Education
Saint Louis University School of Law 2015 — 2019
Doctor of Law (JD)
Southern Illinois University, Edwardsville 2010 — 2012
Master of Science (MS), Economics & Finance
Southern Illinois University, Edwardsville 2007 — 2010
Bachelor of Science (BS), Business Economics & Finance
Wells Fargo December 2014 - Present
Wells Fargo Advisors November 2013 - Present
Stifel Financial Corp. April 2012 - November 2013
Stifel Financial Corp. August 2010 - April 2012
Skills
Series 7, Series 65, Series 63, Series 9, Series 10
Education
Saint Louis University School of Law 2015 — 2019
Doctor of Law (JD)
Southern Illinois University, Edwardsville 2010 — 2012
Master of Science (MS), Economics & Finance
Southern Illinois University, Edwardsville 2007 — 2010
Bachelor of Science (BS), Business Economics & Finance
Catherine Surrey's Wells Fargo Experience January 2000 - January 2001
Job Financial Management Associate at ERNST& YOUNG, LLP / GA Realtor
Industry Accounting
Experience
Ernst & Young April 2008 - Present
ERNST& YOUNG, LLP January 2008 - Present
FEDERAL RESERVE BANK ATLANTA January 2001 - January 2008
Wells Fargo January 2000 - January 2001
Wells Fargo January 1998 - January 2000
Skills
Management, Training, Finance, Software Documentation, Managerial Finance, Invoicing, Banking, General Ledger, Testing, Databases, Quality Assurance, Customer Service, Customer Satisfaction, Auditing, Leadership, Business Analysis, Financial Analysis, Microsoft Excel, Strategic Planning, Budgets, Microsoft Office, Analysis, Program Management, Sales, Team Building, Process Improvement, Outlook
Education
Saint Leo University
Bachelor's Degree, Accounting
Saint Leo University
Associates Degree, Business Administration
Ernst & Young April 2008 - Present
ERNST& YOUNG, LLP January 2008 - Present
FEDERAL RESERVE BANK ATLANTA January 2001 - January 2008
Wells Fargo January 2000 - January 2001
Wells Fargo January 1998 - January 2000
Skills
Management, Training, Finance, Software Documentation, Managerial Finance, Invoicing, Banking, General Ledger, Testing, Databases, Quality Assurance, Customer Service, Customer Satisfaction, Auditing, Leadership, Business Analysis, Financial Analysis, Microsoft Excel, Strategic Planning, Budgets, Microsoft Office, Analysis, Program Management, Sales, Team Building, Process Improvement, Outlook
Education
Saint Leo University
Bachelor's Degree, Accounting
Saint Leo University
Associates Degree, Business Administration
Steven Zardet's Wells Fargo Experience 2008 - Present
Job Senior Regional Credit Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2008 - Present
Skills
Credit, Loans, Credit Analysis, Banking, Underwriting, Financial Analysis, Loan Origination
Education
Saint Joseph's University 1981 — 1985
Bachelor of Science (B.S.), Finance
Wells Fargo 2008 - Present
Skills
Credit, Loans, Credit Analysis, Banking, Underwriting, Financial Analysis, Loan Origination
Education
Saint Joseph's University 1981 — 1985
Bachelor of Science (B.S.), Finance
Tonya Mahmood's Wells Fargo Experience June 1995 - April 2000
Job Accountant
Industry Accounting
Experience
Stewart Title April 2010 - Present
LandAmerica Lawyers Title April 2000 - April 2010
Wells Fargo June 1995 - April 2000
Skills
General Ledger, Accounting, Account Reconciliation, Accounts Payable, Financial Reporting, Accounts Receivable, Sarbanes-Oxley Act, QuickBooks, Auditing, Financial Accounting, GAAP, Journal Entries, Accruals, Financial Analysis, Financial Statements, Fixed Assets, Internal Controls, Internal Audit, Payroll
Education
Saint Leo University 2011 — 2013
Bachelor of Science (BS), Accounting
Western International University 2006 — 2008
Associate of Arts (AA), Accounting
Stewart Title April 2010 - Present
LandAmerica Lawyers Title April 2000 - April 2010
Wells Fargo June 1995 - April 2000
Skills
General Ledger, Accounting, Account Reconciliation, Accounts Payable, Financial Reporting, Accounts Receivable, Sarbanes-Oxley Act, QuickBooks, Auditing, Financial Accounting, GAAP, Journal Entries, Accruals, Financial Analysis, Financial Statements, Fixed Assets, Internal Controls, Internal Audit, Payroll
Education
Saint Leo University 2011 — 2013
Bachelor of Science (BS), Accounting
Western International University 2006 — 2008
Associate of Arts (AA), Accounting
Heidi Kruger's Wells Fargo Experience October 2011 - September 2014
Job at
Industry Financial Services
Experience
Capitol Building Supply Inc October 2014 - Present
Wells Fargo October 2011 - September 2014
Education
Saint Leo University 2013 — 2014
MBA
Capitol Building Supply Inc October 2014 - Present
Wells Fargo October 2011 - September 2014
Education
Saint Leo University 2013 — 2014
MBA
Michelle Marvin's Wells Fargo Experience
Job Administrative Assistant 3 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Banking, Research, Time Management, Event Planning, Data Entry, Management
Education
Saint Leo University
Bachelor of Arts (BA), Business Administration and Management, General
Wells Fargo
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Banking, Research, Time Management, Event Planning, Data Entry, Management
Education
Saint Leo University
Bachelor of Arts (BA), Business Administration and Management, General
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank