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
Fort Point Capital Partners September 2014 - Present
BlackRock May 2014 - September 2014
Aperio Group LLC July 2013 - February 2014
Wells Fargo April 2013 - July 2013
Pacific Wealth Group November 2012 - April 2013
British American Business Council Northern California July 2012 - November 2012
Silicon Valley Bank October 2011 - July 2012
WMD Capital, LLC June 2011 - September 2011
Foremost Currency Group January 2010 - September 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Securities, VBA, Eviews, Microsoft Excel, Currency, DCF, SQL, SAS, SPSS, Stata, Options, Excel, Intex, Advent, Microsoft CRM, SAS70, SSAE16, Options Pricing, Volatility, Salesforce.com, FISERV, Equities, Economics, Hedge Funds, Analysis, Trading, Asset Management, Finance, Investments, Portfolio Management, FX Options, Alternative Investments, Corporate Finance, Banking, Fixed Income, Due Diligence, Management
Education
University of California, Santa Barbara 2010 — 2011
MA, Economics, Finance, Math, 3.61
University of Essex 2005 — 2009
BA, Economics, Finance, Maths
Shandong University 2009 — 2009
Mandarin, Law, Business, Economics, Culture
YapStone April 2014 - Present
GrapeDeals January 2010 - Present
Wells Fargo March 2013 - April 2014
Moody's Analytics June 2009 - March 2013
Truffle Gateau December 2010 - 2012
BlackRock August 2008 - March 2009
Goldman Sachs November 2003 - August 2008
Prudential Financial May 2001 - November 2003
Vertek October 1999 - May 2001
Skills
Trading, Access, Fixed Income, Risk Management, Management, Banking, Finance, Financial Services, Troubleshooting, Project Management, Accounting, Microsoft Excel, Collateral Management, Databases, Bonds, Wine, Visio, Salesforce.com, PowerPoint, SQL, Software Documentation, SharePoint, Customer Support, SDLC, CRM, Data Analysis, Training, Quality Assurance, Business Analysis, Trading Systems, Business Process
Education
Seton Hall University 1997 — 2001
Bachelor of Science - Business, Finance
Wells Fargo November 2012 - Present
Santander Bank, N.A. January 2010 - November 2012
Cornerstone Bank NJ July 2007 - December 2009
Susquehanna Bank February 2005 - July 2007
National City Bank November 2003 - February 2005
Opportunity Finance Network January 2002 - November 2003
Pax Christi International September 1991 - June 2000
Fidelity Bank June 1987 - January 1991
Chase June 1979 - June 1987
Skills
Loans, Small Business Lending, Commercial Banking, Commercial Lending, Credit Analysis, Credit, Banking, Lines Of Credit, Mortgage Lending, Underwriting, Commercial Mortgages, Cash Management, Relationship Management, Financial Analysis, Financial Services
Education
Rutgers Graduate Business School 1999 — 2001
Master of Business Administration (MBA), Finance
Seton Hall University
Bachelor's degree, Accounting
Wells Fargo May 2014 - Present
Incandescent Technologies, Inc. October 2013 - May 2014
Wipro April 2013 - October 2013
Kaiser Permanente IT February 2012 - April 2013
Visa, Inc. February 2011 - February 2012
Kaiser Permanente IT December 2004 - February 2011
Universal Music Group September 2004 - March 2005
Health Net November 2000 - December 2004
MasterCard March 1999 - November 2000
Sierra Systems July 1998 - February 1999
Skills
ETL, PL/SQL, AIX, Solaris, DB2, Teradata, Databases, SQL, Informatica, Syncsort, Data Warehousing, Data Modeling, Oracle SQL, Unix Shell Scripting, Business Intelligence, Unix, Database Design, Shell Scripting, Performance Tuning, SQL*Plus, Data Integration, Data Migration, Abinitio
Education
Seneca College of Applied Arts and Technology 1993 — 1996
Computer Programming & Operation Diploma with High Honors
Wells Fargo September 2012 - Present
Skills
Banking, Customer Service, Credit, Loans, Sales, Financial Analysis, Finance, Management, Microsoft Office, Leadership, Portfolio Management, Retail Banking, Financial Services, Credit Analysis, Microsoft Word, Microsoft Excel, Risk Management, Relationship Management
Education
Shasta College 2015 — 2017
Associate's Degree, Business, Management, Marketing, and Related Support Services
Wells Fargo July 2015 - Present
Moody's Analytics February 2015 - Present
Funding Circle November 2014 - December 2014
Waddell & Reed January 2014 - October 2014
HuGangJinMao Certified Public Accounting Firm June 2010 - August 2011
University of San Francisco May 2010 - April 2011
Skills
Computer Proficiency, Financial Analysis, Financial Modeling, Accounting, Analysis, Finance, Portfolio Management, Investments, Microsoft Excel, Risk Management, Bloomberg, Asset Management, Data Analysis, Corporate Finance, Valuation, Asset Allocation, Equities
Education
University of San Francisco 2012 — 2013
Master of Science (M.S.), Financial Analysis
University of San Francisco 2012 — 2013
Master of Science, Financial Analysis
East China Univerisity of Science and Technology 2008 — 2012
Bachelor's degree, Finance, General
East China University of Science & Technology 2008 — 2012
B.A, Finance
FuXing High School
FuXing High School
FuXing High School
上海大学
American Express June 2013 - Present
The Game Fanatics August 2010 - Present
Wells Fargo December 2012 - May 2013
Teleperformance, USA January 2012 - November 2012
Vivint April 2011 - November 2011
Golden Seal Enterprises, LLC March 2010 - October 2010
Regal Entertainment Group April 2007 - November 2007
Pacific Sunwear May 2005 - June 2007
Skills
Technology, Gaming Industry, Technical Writing, Technical Support, Customer Service, Customer Satisfaction, Marketing, Public Relations, Sales, Microsoft Office, Desktop Publishing, Networking, Computer Network..., Leadership, Professional Experience, Highly personable, Mobile Games, Game Design, Video Games, Online Gaming, Gaming, Management
Education
Shepherd University 2006 — 2007
Computer Information Systems, Game Design
Shepherd University 2006 — 2007
Computer Information Systems
James Rumsey Technical/Vocational Institute 2004 — 2006
Certificate of Completion, Diesel Technology
Hedgesville High School 2002 — 2006
High School Diploma 2006, General Studies
Wells Fargo August 2015 - Present
Wells Fargo June 2014 - August 2014
Chilton Investment Company May 2014 - June 2014
American Frozen Food Institute May 2008 - February 2013
Marlowe and Company, LLC October 2006 - September 2007
U.S. House of Representatives December 2002 - September 2006
Skills
Financial Statement..., Credit, Valuation, Research, Policy Analysis, Legislative Relations
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Corporate Finance; Entrepreneurship
Sewanee-The University of the South 1998 — 2002
B.A., English
BB&T December 2013 - Present
Paychex March 2012 - November 2013
WELLS FARGO April 2010 - March 2012
BB&T April 2007 - April 2010
Paychex February 2003 - February 2006
Lanier Worldwide 2002 - 2003
Skills
401k, Account Management, Sales Process, Cold Calling, Sales, Salesforce.com, New Business Development, Sales Operations, Product Marketing, Cloud Computing, SaaS, Management, Strategy, Sales Presentations, Direct Sales, Marketing, Lead Generation, B2B, Selling, Leadership, Customer Retention, Solution Selling, Sales Management, CRM, Building Relationships, Business Development, Payroll, Retail, Strategic Partnerships, Recruiting, Competitive Analysis, Networking, Small Business, Selling Skills, Customer Satisfaction, Team Building, Training, Employee Benefits, Telemarketing, Relationship Management, Consulting, Human Resources, Team Leadership, Payroll Services, PEO, Business Networking, Coaching, Merchant Services, Customer Experience, Call Centers
Education
Shepherd University 1997 — 2001
Bachelor of Science (B.S.), MASS COMMUNICATIONS.PSYCHOLOGY
TigerDirect.com October 2009 - Present
Wells Fargo June 2008 - June 2009
Skills
Salesforce.com, Solution Selling, Account Management, Direct Sales, B2B, Lead Generation, Consumer Electronics, Sales Process, Team Building, Sales Operations, Sales, Customer Service, Negotiation, Sales Management, Strategic Planning, Key Account Management, Product Marketing, Selling, Channel Partners, Cold Calling, Cloud Computing, Competitive Analysis, Computer Hardware, CRM, Customer Satisfaction, Customer Retention, Business Development, E-commerce, Enterprise Software, International Sales, Marketing, Multi-channel Marketing, Pricing, New Business Development, Sales Presentations, Product Management, SaaS, Strategic Partnerships, Demand Generation, Networking, Partner Management, Resellers
Education
Shaw University 1994 — 1998
Bachelor of Business Administration (B.B.A.)
Various Causes and Pursuits July 2014 - Present
Various Enterprises June 2009 - Present
PNC March 2011 - July 2014
Wells Fargo January 2005 - May 2009
Wells Fargo March 2003 - December 2004
Norwest/Wells Fargo January 1998 - March 2003
BMO Harris/Harris Trust January 1986 - November 1997
Booz Allen Hamilton August 1984 - January 1986
Skills
Wealth Planning, Business Succession..., Executive Compensation..., Wealth Management, Investments, Strategic Financial..., Estate Planning, Insurance Structure and..., Multigenerational..., Asset Protection, Wealth Management...
Education
Milwaukee Art Museum 2014 — 2015
Docent Trainee, Art Education and Art History
The University of Chicago - Booth School of Business
MBA, Economics, Finance, Accounting, Elected to Beta Gamma Sigma
Williams College
BA, Cum Laude, Liberal Arts, Honors in History
Lindblom Technical High School
College Prep
Sewanee-The University of the South 2011 — 2014
Certificate Education for Ministry, Humanity's Quest in the Christian Tradition: Old Testament, New Testament, History, Theology, Certificate
Wells Fargo January 2014 - Present
Genesis Communications of Central Florida March 2011 - April 2013
Skills
Digital Marketing, Social Networking, Social Media, Digital Media, Business Development, Facebook, Content Management, Project Management, HTML, User Experience, User Research, CSS, User Experience Design, Leadership, Microsoft Office, Analytics, Multimedia, Social Media Marketing, Editorial, Radio, Public Relations, Google Analytics, YouTube, Web Design, Journalism, Blogging, Adobe Creative Suite, Marketing Research, Content Strategy, WordPress, DoubleClick for..., Twitter, Writing, Office Management, User Interface Design, New Media, Sports Writing, HTML 5, Copywriting, Integrated Marketing, Advertising Sales, Online Marketing, AP Style, Web Content Management, Email Marketing, Digital Strategy, Financial Planning, Banking, Retail Banking, Budgeting
Education
University of Tennessee-Knoxville
Seton Hall University
Wells Fargo March 2014 - Present
Steritech February 2014 - February 2014
Motel 6/ Econo Lodge January 2013 - December 2013
TBH Global Asset Management June 2012 - August 2012
Social Entrepreneurship Education Program (SEED) June 2011 - 2011
Education
University of Memphis 2015 — 2017
Masters, HealthCare Administration/Management
Sewanee-The University of the South 2008 — 2012
Bachelor of Arts (B.A.), Economics
Wells Fargo January 2015 - Present
Z Wireless - Verizon Premium Wireless Retailer August 2014 - January 2015
Dutch Bros. Coffee February 2013 - August 2014
Skills
Sales, Customer Service, Problem Solving, Time Management, Critical Thinking, Technical Support, Teamwork
Education
Shasta College 2013 — 2017
Red Bluff High School 2009 — 2013
High School Diploma
Wells Fargo September 2014 - Present
Carolinas Chinese Chamber of Commerce August 2014 - Present
Driven Brands, Inc. May 2014 - September 2014
Driven Brands, Inc. November 2013 - May 2014
Driven Brands, Inc. May 2013 - November 2013
Driven Brands, Inc. November 2012 - May 2013
Driven Brands, Inc. September 2012 - November 2012
Han Feng August 2010 - September 2012
Cathay Life Insurance December 2008 - May 2009
Bank of Communications Limited September 2008 - November 2008
Skills
Business Planning, Management, Analysis, Financial Analysis, Marketing, Market Planning, Market Research, Training, Marketing Strategy, Project Management, Business Strategy, Budgets, Sales, Public Speaking, Public Relations, Microsoft Excel, Process Improvement, Microsoft Word, SEM, Microsoft SQL Server, Maptitude, Corporate Finance, SPSS, Tableau, VBA, Regression Models, MBA, Financial Reporting, certified mobile..., Visio, Microsoft Publisher, Microsoft Exchange, Mandarin, Cantonese, Interpretation, Insurance, SEO, Telemarketing, CFA candidate, HTML, Dreamweaver, SAS, SAS Programming
Education
University of North Carolina at Greensboro 2009 — 2010
MBA, MBA
Shanghai University 2005 — 2009
Bachelor of Economics, Finance
Jinhua No.1 Middle School 2002 — 2005
University of California Berkeley Extension
Online Accounting Program, Accounting
Adobe August 2015 - Present
Sphere Lending LLC July 2013 - July 2015
PACIFIC VALLEY REALTY May 2011 - June 2013
MemoryStock March 2009 - April 2011
Accenture January 2007 - February 2009
Wells Fargo June 2005 - August 2006
Skills
Operations Management..., Business Analysis..., Customer Complains..., Strategy, Vision &..., Budget & Forecasting..., Independent..., Customer Relationship..., Strong Analytical..., Co-ordination Skills..., Databases, Customer Service, Leadership, Project Management, Agile Methodologies, Integration, Management, SQL, Strategy, Java, Access, Program Management
Education
University of the Pacific - Eberhardt School of Business 2002 — 2006
BSc, Business Admin. conc. in MIS and Finance
Seneca College of Applied Arts and Technology 1999 — 2002
3 Year Diploma, Computer Engineering Technology
Liberty Mutual Insurance May 2013 - Present
Connextions August 2009 - May 2013
Estep & Co January 2008 - February 2009
indpendent January 2007 - January 2008
Wells Fargo December 2004 - November 2006
Convergys Corporation June 2003 - December 2004
US Army 2001 - 2003
Skills
Insurance, Sales, Customer Service, Property, Process Improvement, Leadership, Coaching, Customer Satisfaction
Education
Seminole State College of Florida 2010 — 2012
Associate's degree, Public Administration
Markham Center Financial November 2013 - Present
Nationwide Financial January 2013 - April 2013
Wells Fargo November 2012 - January 2013
University of Kansas September 2011 - May 2012
Qilu Securities December 2010 - January 2011
Shinyway International July 2010 - August 2010
Skills
Microsoft Excel, DCF Valuation, Equity Research, Investments, Options Strategies, C++, Bloomberg, Fixed Income Analysis, Finance, Statistics, Mutual Funds, Capital IQ, Equities, Financial Modeling, Market Research, Financial Reporting, Leadership, Risk Management, Financial Accounting, Credit Risk, Monte Carlo Simulation, Chinese, Financial Analysis, Data Analysis, Fixed Income, Quantitative Analytics, Quantitative Finance, Economics, Eviews, Portfolio Management, Valuation, Derivatives, Accounting, Analysis, Credit, Bloomberg Terminal, Market Risk, Financial Markets, Corporate Finance, Mandarin, Data Mining, Investment Management, Hedge Funds, Stata, Banking, Business Development, Options, SAS, VBA, Access
Education
The Ohio State University, Fisher College of Business 2012 — 2013
Specialized Master of Finance, Investments and Securities, A
The University of Kansas 2009 — 2012
Bachelor of Science (BS), Finance, General, A
University of Kansas 2009 — 2012
Bachelor of Science (BS), Mathematics, A
Shanghai University 2007 — 2009
J.P. Morgan April 2015 - Present
Wells Fargo June 2014 - April 2015
Wells Fargo May 2013 - August 2013
UNDP (South-South Global Assets and Technology Exchange) June 2012 - August 2012
U.S. House of Representatives January 2009 - June 2009
Skills
Microsoft Office, Bloomberg Terminal, Due Diligence, PowerPoint, Finance, Microsoft Excel, Data Analysis, Financial Analysis, Valuation, Financial Modeling, Analysis, HTML, Mac OS X, Windows 7, Financial Services, Portfolio Management, Banking, Market Research, Credit Analysis, Investment Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2014
Bachelor's Degree, Business Administration
Shanghai University of Finance and Economics 2012 — 2012
Check Point Software Technologies May 2014 - Present
Wells Fargo October 2012 - April 2014
University of Minnesota Morris July 2012 - October 2012
University of Minnesota January 2012 - May 2012
University of Minnesota Morris January 2011 - February 2012
Frost Marketing June 2011 - August 2011
Shanghai After School Program October 2010 - December 2010
Morris Student Campus Association September 2008 - May 2009
Dennis Kirk January 2005 - January 2008
Skills
Teaching, Training, Microsoft Excel, Intercultural..., Research, Higher Education, Mandarin, Data Analysis, Statistics, Public Speaking, Qualitative Research, Microsoft Office, Community Outreach, Check Point, Network Administration, Network Security
Education
Shanghai University 2010 — 2012
University of Minnesota-Morris 2008 — 2012
Bachelor of Arts (B.A.), Management; Global Relations
Wells Fargo January 2014 - Present
Best Buy July 2013 - December 2013
Wells Fargo December 2011 - June 2013
Bank of America December 2010 - December 2011
Wells Fargo April 2009 - December 2010
Bank of America March 2008 - December 2008
Wells Fargo December 1999 - March 2008
Analysts International April 1998 - November 1999
RBC Royal Bank May 1996 - April 1998
Various Companies 1983 - 1996
Skills
PMP, Requirements Gathering, ITIL, Business Intelligence, SDLC, Business Analysis, Risk Management, Project Management, Quality Assurance, Change Management, PMO, Management, Project Planning, User Acceptance Testing, Scrum, Testing, Project Portfolio..., Leadership, Vendor Management
Education
Seneca College of Applied Arts and Technology 1980 — 1983
Computer Science
PNC Wealth Management June 2014 - Present
Wells Fargo October 2012 - June 2014
Phelan, Frantz & Peek March 2007 - October 2012
Skills
Estate Planning, Investments, Legal Writing, Tax, Wills, Trusts
Education
Seton Hall University School of Law 2002 — 2005
Doctor of Law (J.D.)
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Arts (B.A.)
UBS Wealth Management August 2014 - Present
Morgan Stanley January 2008 - August 2014
Wells Fargo February 2000 - January 2008
Skills
Series 63, Series 7, Asset Allocation, Microsoft Office, Series 65, Securities, Retirement Planning, Investments
Education
Shasta College 1997 — 1999
Lend At Ease (Lic 12257) May 2012 - Present
CAAMP July 2011 - October 2014
Canada Compliance Support Network September 2011 - December 2012
Financial Service Commission of Ontario April 2010 - October 2011
Mortgage Intelligence March 2008 - April 2010
Wells Fargo September 1997 - March 2008
Scotia Bank 1995 - 1996
Skills
Mortgage, Compliance, Brokerage, Refinance, Mortgage Industry, Mortgage Lending, Residential Mortgages, Residential, Loans, Credit, Underwriting, Banking, First Time Home Buyers, Purchase, Customer Service, Problem Solving, Customer Relations, Home, First Time Buyers, Negotiation, Risk Management, Financial Analysis, Team Building, Microsoft Office, Sales Management, Business Strategy, Debt, Excel, Credit Analysis, Public Speaking, Research, Budgeting, Change Management, Residential Homes, Small Business
Education
Seneca College of Applied Arts and Technology 2009 — 2009
Mortgage Broker, FSU/Mortgage Broker
CAAMP 2008 — 2008
Wells Fargo April 2015 - Present
Bank of America September 2011 - April 2015
Wells Fargo January 2010 - September 2011
Signature Consultants June 2009 - December 2009
CMS September 2008 - 2009
Wachovia Bank September 2005 - September 2008
Wachovia Bank 2005 - 2008
Florida Farm Bureau Insurance Company 2001 - 2005
Tower Hill Insurance Group 1999 - 2001
Skills
Analytics, Data Analysis, SQL, Credit, SAS, Banking, Analysis, Data Mining, Strategy, Segmentation, Mortgage Lending, Database Marketing, Predictive Analytics, Public Speaking
Education
University of Florida 1997 — 1999
Masters, Political Science
Seton Hall University 1992 — 1995
BS, Finance
Enterprise Rent-A-Car January 2015 - Present
Vote For Voet Marketing February 2014 - Present
S.I.G.L.F.F. January 2014 - Present
Notary Public June 2012 - Present
Wells Fargo July 2013 - January 2015
California State University, Chico August 2012 - December 2012
Lowe's Home Improvement September 2007 - August 2012
R & R Quality Meats January 2011 - June 2011
Redding Fasteners May 2007 - June 2007
Kentucky Fried Chicken August 2005 - April 2007
Skills
Customer Service, Retail, Microsoft Excel, Inventory Management, Retail Sales, Microsoft Office, Time Management, PowerPoint, Merchandising, Sales, Cashiering, Microsoft Word, Data Entry, Outlook, Customer Satisfaction, Social Media Marketing, Recruiting, Facebook
Education
California State University-Chico 2009 — 2012
BS, Business Admin; Marketing
Shasta College 2006 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Foothill High School 2002 — 2006
High School Diploma, College Prep General Studies
CIT July 2015 - Present
CIT February 2014 - Present
CIT September 2010 - Present
Wells Fargo May 2003 - September 2010
RMC Properties September 2000 - May 2003
Skills
Financial Analysis, Microsoft Office, Risk Management, Financial Reporting, Underwriting, Credit, Sarbanes-Oxley Act, Financial Risk, Auditing, Banking, Enterprise Risk..., Credit Risk, Financial Services, Internal Audit, Internal Controls, Loans, Portfolio Management, Mortgage Lending, Consumer Lending, Cash Management
Education
MBA Accounting Concentration 2006 — 2009
Seton Hall University 1998 — 2003
Bachelor of Science (BS)
Wells Fargo December 2005 - Present
Ultravision. May 1997 - December 2001
Avensa Airlines February 1987 - October 1991
Skills
Computers, Technology, Analytical Skills
Education
Colegio Manuel Serrano. Guayaquil/ Ecuador 1982 — 1984
8th & 9th Grade, MiddleSchool
Colegio Guillermo Rohde. Guayaquil / Ecuador 1981 — 1982
7th Grade, MiddleSchool
Escuela Armada Nacional. Guayaquil / Ecuador 1979 — 1981
5th & 6th Grade, MiddleSchool
Colegio Mercantil (Guayaquil-Ecuador) 1978 — 1979
4th Grade, Elementary
Escuela Eugenio Espejo. Salinas / Ecuador 1976 — 1978
2nd & 3th Grade., Elementary
Escuela Comienzos. La Libertad / Ecuador 1975 — 1976
1st Grade, Elementary
Seminole State College of Florida
English Language
Access National Mortgage October 2009 - Present
Wells Fargo January 2009 - September 2009
Mid-States Financial Group October 2000 - December 2008
Skills
Mortgage Lending, Finance, Marketing Strategy, Seminars, Loans, Refinance, Sales, Wealth Management, Sales Management, Loan Origination, Mortgage Banking, FHA, Residential Mortgages, VA loans, USDA, FHA financing, Credit, Credit Analysis, Construction Loans, Reverse Mortgages, Branch Banking, Government Loans, Certified Mortgage..., Commercial Lending
Education
Shepherd University 1986 — 1990
Bachelor's degree, Accounting and Finance
Hedgesville High School 1981 — 1985
Premier Pipe May 2013 - Present
Premier Pipe November 2012 - April 2013
Premier Pipe December 2011 - November 2012
ARGUS Software April 2010 - November 2011
First Victoria July 2009 - April 2010
Wells Fargo January 2007 - July 2009
Skills
Forecasting, Analysis, Financial Analysis, New Business Development, Microsoft Excel, Business Strategy, Petroleum, Budgets, Team Leadership, Process Improvement, Strategy, Project Planning, Procurement, Financial Modeling, Business Process..., Operations Management, Oil & Gas, Due Diligence, Supply Chain Management, Supply Chain..., Quality Assurance, Quality Management, Strategic Sourcing, Inventory Management, Risk Management
Education
Texas A&M University 2005 — 2009
BA, International/Global Studies
Shanghai University 2008 — 2008
Chinese language / Economics
St. Pius X High School 2001 — 2005
High school Diploma
Wells Fargo July 2012 - Present
Bank of America June 2002 - June 2012
Skills
Commercial Real Estate, Portfolio Management, Commercial Mortgages, Underwriting, Asset Managment, Workout, Credit, Loans, Credit Analysis, Asset Management, Commercial Banking, Construction Loans, Commercial Lending, Capital Markets, Mortgage Lending
Education
Seton Hall University School of Law 2004 — 2008
JD, Law
The College of New Jersey 1998 — 2002
BS, Finance
Freedom Mortgage April 2015 - Present
H&R Block October 2014 - May 2015
New Jersey Educational Talent Search March 2014 - July 2014
Wells Fargo November 2011 - January 2014
Rowan University Kid's Rule Summer Camp June 2011 - August 2011
Virginia State University Counseling Center: Students with Disabilities Dept August 2008 - May 2011
Virginia State University September 2010 - December 2010
Creative Artists Agency-Sports Department June 2009 - August 2009
Black Entertainment Television June 2008 - August 2008
Skills
Customer Service, Research, Social Media, Public Speaking, Event Planning, Editing, Facebook, Strategic Planning, Communication, Fundraising, Program Management, Social Networking, Team Building, Leadership Development, Social Media Marketing, Marketing, Public Relations, Event Management, Management, Press Releases, Sales, Budgets, Time Management, Leadership, Community Outreach, Nonprofits, Teamwork, Analysis, Marketing Communications, Outlook
Education
Seton Hall University 2012 — 2013
Master of Arts (M.A.), Strategic Communication, 3.3
Virginia State University 2007 — 2011
Bachelor of Arts (B.A.), English w/ a minor in Mass Communication
timber creek high school
Stack Overflow December 2014 - Present
Wells Fargo November 2013 - December 2014
HomeAdvisor December 2007 - November 2013
OpenAirDeals.com May 2011 - April 2013
Nationstar Mortgage August 2005 - September 2007
Skills
Online Advertising, Sales Management, Customer Service, Account Management, Lead Generation, Email Marketing, Marketing Strategy, Online Marketing, Advertising, SEM, Cold Calling, PPC, SEO, Social Media Marketing, Salesforce.com, Sales, Marketing, Digital Marketing, B2B Marketing, Customer Retention, B2B, Sales Process, Customer Acquisition, Direct Sales, Sales Presentations, Direct Marketing, CRM, Selling, Competitive Analysis, Strategic Partnerships, Coaching, Business Development, Leadership, Training, Start-ups, Sales Operations, Strategy, Product Marketing, New Business Development, E-commerce, Market Research, Social Networking, Management, Analytics, Marketing Communications, Mobile Marketing, SaaS, Market Analysis, Product Management, Entrepreneurship
Education
University of Colorado Boulder 2002 — 2004
Bachelor of Arts (BA), Geology/Earth Science, General
Sewanee-The University of the South 2000 — 2002
Geology/Earth Science, General
Wells Fargo January 2014 - Present
Enough is Enough August 2010 - Present
Celerity November 2012 - December 2013
Lincoln Financial Group February 2009 - November 2012
Lincoln Financial Group August 2007 - February 2009
Skills
Certified Green Belt, Helix, Change Management, PMO, Six Sigma, Business Transformation, Business Process..., Business Process, SDLC, Requirements Gathering, PMP, IT Strategy, Consulting, Management Consulting, Process Engineering, Visio, SharePoint, Process Management, Business Process Mapping, Operational Excellence, Business Process Design, Business Process...
Education
Shaw University 2000 — 2005
Bachelor of Arts (BA), Criminal Justice/Accounting
Lexington Senior High 1995 — 1999
Wells Fargo August 2012 - Present
Education
Seminole Community College 2010 — 2013
Associate of Arts (A.A.), Business/Commerce, General
Wells Fargo April 2013 - Present
Lane Company August 2009 - July 2012
Bank of America December 2006 - August 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, HTML, Management, Finance, Credit, Banking, Microsoft Word
Education
Shaw University 2004 — 2006
n/a, Criminal Justice/Police Science
Trinity High School 1998 — 2002
Diploma, College Prep
Wells Fargo October 2013 - Present
JPMorgan Chase October 2012 - October 2013
Citigroup April 2009 - October 2012
Merrill Lynch 2005 - April 2009
Morgan Stanley 1996 - 2005
Skills
Electronic Trading, Hadoop, Big Data, Equities, Data Warehousing, Capital Markets, Business Intelligence, Trading Systems, Reference Data, Market Data, Fixed Income, Data Modeling, Prime Brokerage, SDLC, NoSQL, MapR, Cloudera, Hortonworks, MarkLogic, Enterprise Data, Sybase, Analytics, Strategy, Investment Banking, Financial Services, Data Mining, Transaction Processing, CRM, Netezza, Oracle, FIX, Derivatives, Options, Customer Profitability, Compliance, Surveillance, TIBCO, Solace, WebSphere MQ, KDB, Sybase IQ, Ab Initio, Informatica, QlikView, FpML, Low Latency, ETL, Dodd-Frank, Exadata, Tableau
Education
University of Massachusetts, Amherst
M.S., Electrical and Computer Engineering
Shanghai Jiao Tong University
B.S., Electrical Engineering
B2R Finance July 2014 - Present
BlackRock September 2013 - July 2014
New Orleans Business Alliance January 2013 - May 2013
Burkenroad Reports May 2012 - May 2013
Keating Magee August 2012 - January 2013
New Orleans BioInnovation Center May 2012 - September 2012
A.B. Freeman School of Business January 2012 - May 2012
Wells Fargo February 2011 - July 2011
Wells Fargo August 2010 - February 2011
Colonial Properties Trust July 2008 - August 2010
Skills
Commercial Real Estate, Financial Modeling, Market Research, Marketing Strategy, Strategic Planning, Financial Analysis, Business Development, Microsoft Excel, Data Analysis, Competitive Analysis, Business Strategy, Strategy, Finance, Investments, Social Media Marketing, Valuation
Education
Tulane University - A.B. Freeman School of Business 2011 — 2013
Master of Business Administration, Strategic Management and Leadership; Entrepreneurship
Sewanee-The University of the South 2003 — 2008
BA, Economics
Charlotte Country Day School
Wells Fargo October 2014 - Present
Smith Chiropractic Inc December 2012 - April 2013
State of California Dept of Food and Ag Bureau of Animal Health September 2009 - March 2011
Haven Humane Socieity April 2009 - October 2009
Skills
•Entered data on..., •Utilized multi-line..., •Proficient with..., MS Word and Word..., •Keyboarding at 65..., •Full understanding of..., PowerPoint, Microsoft Excel, Customer Service, Data Entry, Team Building, Employee Relations, Microsoft Word, Real Estate, Training, Marketing, Microsoft Office, Employee Benefits, Human Resources
Education
Institute of technology 2011 — 2012
AAS, Human Resources Management/Personnel Administration, General
Shasta College 1982 — 2012
General
Lake College 2000 — 2000
Diploma, Clincal Medical Assistant, A
Wells Fargo September 2004 - Present
UPS September 2003 - March 2004
Express Technologies April 2000 - September 2003
Shasta.com (formerly InterStar Network Services) February 1997 - March 2000
Skills
ColdFusion, Windows Server, ASP.NET, Change Management, IIS, Windows Scripting, SharePoint, Disaster Recovery, Microsoft SQL Server, System Administration, Visio, DNS, Windows, HTML, IT Management, Troubleshooting, SDLC, Servers, Apache, Operating Systems, SQL, Software Documentation, Databases, Linux, Security, Oracle
Education
Shasta College 1995 — 1997
Commercial Art
B2R Finance June 2015 - Present
Wells Fargo July 2013 - May 2015
Wells Fargo August 2012 - July 2013
Collett & Associates December 2010 - August 2012
Collett and Associates December 2008 - December 2010
Skills
Commercial Real Estate, Real Estate Financing, Mortgage Banking, CMBS, Real Estate, Brokerage, Disposition, Leases, Location Intelligence, Real Estate Transactions, Real Estate Development, Loan Origination, Loans, Property, Tenant, Property Management, Lease Negotiations, Commercial Mortgages, Landlords, Tenant Representation, Landlord, Commercial Leasing, Real Estate License, Negotiation
Education
Sewanee-The University of the South 2003 — 2007
BA, Psychology
Wells Fargo November 2014 - Present
Wells Fargo January 2014 - November 2014
Wells Fargo February 2013 - December 2013
Strategic August 2012 - January 2013
NPC International August 2010 - July 2012
Huddle House June 2006 - August 2010
Skills
Customer Service, Restaurants, Microsoft Office, Microsoft Excel, Restaurant Management, PowerPoint, Microsoft Word, Food Service, Leadership, Time Management, Inventory Management, Team Building, Food & Beverage, Team Leadership, Income Statement, Customer Satisfaction, Strategic Planning, Management, Food, Financial Analysis, Banking, Finance, Hiring, Coaching, Operations Management, Employee Training, Budgets, Training, Hospitality
Education
Strayer University-Georgia 2013 — 2015
Bachelor of Arts (B.A.), Economics
Strayer University-Georgia 2013 — 2015
Bachelor of Arts (B.A.), Economics
Shelton State Community College 2011 — 2013
USAA October 2014 - Present
DoD Community Bank August 2011 - August 2014
Wells Fargo December 2010 - June 2011
Home Federal Bank January 2006 - December 2010
Xpress Cash October 2003 - January 2006
Aviano Youth Programs September 1999 - July 2003
Wright-Patt Credit Union December 1996 - June 1999
Skills
Management, Banking, Retail, Administrative Work, Computer Proficiency, Finance, Small Business Lending, Retail Banking, Consumer Lending
Education
Seton Hill University 1992 — 1996
Bachelor of Arts (BA), Communication and Media Studies
New Haven Mortgage Corp June 2011 - February 2012
Primerica Inc. Financial Services November 2009 - January 2011
Wells Fargo January 2005 - November 2009
Sears Canada May 2001 - December 2004
Skills
Credit, Loans, Microsoft Excel, Microsoft Office, Mortgage Lending, Loan Origination, Commercial Mortgages, Banking
Education
Seneca College of Applied Arts and Technology
Dominion Lending Centres/Owner January 2012 - Present
DOMINION LENDING CENTRES February 2006 - Present
Wells Fargo 1996 - 2007
Wells Fargo Advisors October 2000 - 2006
Skills
Customer Satisfaction, Mortgage Lending, Seminars, Refinance, Debt Consolidation, Loans, Residential Mortgages, Commercial Mortgages, Finance, Investment Properties, Certified Mortgage..., Investments, Mortgage Marketing, Second Mortgages, Brokerage, Mortgage Underwriting, Construction Loans, Reverse Mortgages, First Time Home Buyers, Real Estate Financing, Credit Analysis, Home Equity Lines of..., Rates, Loan Origination, Mortgage Banking, Home Equity Loans
Education
Seneca College of Applied Arts and Technology 1999 — 2002
Mortgage Broker License, Business
Toronto School of Business 1994 — 1995
Dental assistant, Business
Holy Cross CSHS 1990 — 1994
OSSD, BUSINESS
Wells Fargo 2010 - 2012
Sprint Nextel February 2009 - March 2010
Skills
Customer Service, Financial Crimes...
Education
Shaw University 1992 — 1994
Anson Sr. High School 1989 — 1992
Diploma
The Home Depot August 2015 - Present
The Home Depot August 2013 - Present
The Home Depot August 2010 - August 2013
Coca-Cola Enterprises March 2008 - August 2010
Wells Fargo March 2008 - March 2008
A.G. Edwards June 2007 - March 2008
Enterprise Rent-A-Car February 2001 - June 2007
International Language Center June 1999 - February 2000
Alcatel-Lucent October 1998 - February 1999
Skills
Business Intelligence, Data Warehousing, Databases, ETL, Business Process, Management, Business Analysis, Project Management, Teradata, SQL, Process Improvement, SAP, Oracle, SDLC, Analytics, ERP, Visio, Integration, CRM, SAP BW, Data Analysis, Business Objects, Cross-functional Team..., Requirements Analysis, Master Data Management, Business Process..., Data Modeling, Analysis, Vendor Management, Supply Chain, SharePoint, Supply Chain Management, SAP R/3, Enterprise Architecture, Microsoft SQL Server, IT Strategy, PMP, Program Management, IT Management, Software Project..., MS Project, Team Leadership, Microsoft Project, Hadoop, Cassandra, Talend, Data Architecture, Service Oriented...
Education
University of Leeds 1997 — 1998
MBA
Shandong University 1993 — 1997
BSc
Shandong Experimental High School 1990 — 1993
Wells Fargo March 2015 - Present
Wells Fargo April 2014 - March 2015
Wells Fargo September 2012 - April 2014
MVB Bank July 2010 - August 2012
MVB Bank May 2007 - July 2010
BB&T January 2005 - May 2007
BB&T July 2004 - December 2004
Skills
Commercial Lending, Project Management, Marketing Strategy, Contract Negotiation, Non-profits, SMO, Legislative Affairs, Loans, Cross Selling, Banking, Credit, Risk Management, Strategic Planning, Commercial Banking, Retail Banking, Portfolio Management, Finance, Financial Services, Underwriting, Credit Analysis, Small Business Lending, Investments, Cash Management, Loan Origination, Leadership, Branch Banking, Lines Of Credit, SBA, Sales, Payments, Refinance, Management, Asset Based Lending, Marketing, Branch Management, Small Business, Commercial Mortgages, Relationship Management, Mergers & Acquisitions, Financial Analysis, Executive Management, Credit Risk, Accounting, Loss Mitigation, Nonprofits
Education
Shepherd University 2001 — 2004
Bachelor of Science, Business Administration/ Marketing
Wharton School, University of Pennsylvania 2011 — 2013
Graduate Certificate, Organizational Leadership
New York Life Insurance Company July 2015 - Present
New York Life Insurance Company May 2015 - July 2015
New York Life & MainStay Investments April 2013 - June 2015
Wells Fargo May 2008 - April 2013
Spreen & Co. February 2003 - April 2008
Hedge Fund Alternatives 2007 - 2008
Prudential Retirement Services 1997 - 2003
Prudential Financial 1995 - 2003
Nabisco 1986 - 1995
Skills
Branding & Identity, Investments, Series 7, Retirement, Defined Benefit, Selling, Alternative Investments, Insurance, Asset Allocation, Series 63, 401k, Wealth Management, Mutual Funds, Defined Contribution, Series 6, Retirement Planning, Securities, FINRA, Investment Advisory, Financial Services, Investment Strategies, Series 65, Investment Management, Uniform Combined State..., Financial Advisory, IRAs, Fixed Annuities, Equities, Separately Managed..., Series 24, ETFs, Asset Management, Retirement Plan..., Pensions, Sales
Education
Seton Hall University 1984 — 1989
BS, Political Science
pompton lakes hs 1980 — 1984
Central Florida Kidney Centers, Inc. June 2013 - Present
Enterprise Florida November 2006 - December 2012
Wells Fargo November 1997 - February 2006
Skills
Strategic Planning, Windows Server, Windows System..., Windows 7, Troubleshooting, VMware ESX, Microsoft Exchange, Active Directory, Server Administration, Wireless Networking, IT Procurement, Software Installation, Vendor Relationships, LAN Switching, DNS
Education
New Hoirizons
VCP5-DCV, VMware Certified Professional
Avaya learning Center
Certification, IP Office hardware & Applications
Seminole Community College
Advanced Microsoft ACCESS Certification, Advanced Microsoft Studies
Florida Junior College
Wells Fargo November 2012 - Present
Bank of America March 2009 - August 2011
Bank of America December 2006 - March 2009
Bank of America March 2000 - November 2006
Skills
Customer Relations, Treasury Management, Customer Service, Six Sigma, Process Improvement, Servicing, Banking, Loan Servicing, Treasury Services, Leadership, Team Leadership, Risk Management, Commercial Banking, Product Management, Change Management, Financial Analysis, Program Management, Strategy, Training, Financial Services, Relationship Management, Budgets, Finance, Team Management, Sales, Credit, Vendor Management, Cash Management
Education
Seton Hall University
Bachelor of Science, Industrial Relations
Wayne Valley
TD July 2015 - Present
Citi July 2013 - Present
Wells Fargo November 2011 - June 2013
Wells Fargo Retail Finance September 2010 - November 2011
Wells Fargo Advisors June 2009 - September 2010
JP Morgan February 2006 - June 2009
Skills
Credit Analysis, Retail Banking, Sales, Credit, Consumer Lending, Small Business Lending, Management, Loans, Banking, Business Development, Customer Service, Finance, Coaching, Financial Services, Leadership, Sales Management, Mortgage Lending, Budgets, Risk Management, Cross Selling
Education
Seminole Community College
Sewanahka High School
Wells Fargo February 2014 - February 2015
Charlotte Metro Federal Credit Union November 2011 - February 2014
Skills
Banking, Financial Analysis, Customer Service, Finance, Retail Banking, Leadership, Financial Services
Education
Sewanee-The University of the South 2005 — 2009
Bachelor's degree, Psychology
Wells Fargo July 2015 - Present
Wells Fargo February 2015 - July 2015
Education
Shasta College 2015 — 2019
Computer Science
institute of technology 2014 — 2014
Pharmacy Technician License, Pharmacy, A
Westminster Hotel March 2013 - Present
HOPE Worldwide November 2012 - March 2013
Merrill Lynch January 2012 - September 2012
The Grand Summit Hotel May 1999 - November 2011
Miele Patisierie 2006 - 2009
Miele Patisierie 2006 - 2009
Gibbs College February 2001 - April 2006
Wells Fargo June 1997 - April 1999
Nathans Famous Inc May 1984 - May 1997
Skills
Orientation, HR Policies, Hiring, Benefits, Employee Relations, Compensation, Succession Planning, Coaching, Employment Law, Performance Management, Organizational..., Teaching, Talent Management, Onboarding, Workers Compensation, EEO compliance, Payroll Processing, ADP Payroll, PeopleSoft, Employee Handbooks, Employee Benefits, New Hire Orientations, Recruiting, Payroll, Personnel Management, Deferred Compensation, Employee Training, Temporary Placement, Interviews, Leadership, Human Resources, Performance Appraisal, Training, Management
Education
Seton Hall University 1994 — 1998
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Seton Hall University 1994 — 1998
Bachelor's degree, Business Administration and Management, General
Wells Fargo March 2014 - Present
Wells Fargo March 2012 - March 2014
Wells Fargo Bank March 2010 - March 2012
Skills
Banking, Retail Banking, Commercial Banking, Consumer Lending, Credit, Loans
Education
Shasta College 2008 — 2010
Wells Fargo March 2015 - Present
Wells Fargo November 2014 - March 2015
Qatar Airways August 2012 - January 2014
China Eastern March 2010 - July 2012
China Eastern November 2006 - July 2012
Pizza Hut August 2004 - August 2006
Education
Shanghai Normal University 2003 — 2006
Associate's Degree, Human Resources Management/Personnel Administration, General
Wells Fargo November 2014 - Present
Education
Shelton State Community College
Bernard Health April 2014 - Present
Wells Fargo July 2013 - April 2014
Avenue Bank March 2012 - June 2013
Sangmyeong Elementary School February 2009 - May 2011
Independent June 2007 - March 2011
Skills
Individual Health..., Affordable Care Act, Salesforce.com, SaaS, Human Resources, Team Leadership, Leadership, Microsoft Excel, Financial Analysis, Customer Service, Banking, Curriculum Design, Teaching English as a..., Teaching, Public Speaking
Education
Sewanee-The University of the South 2003 — 2007
B.A., History
Montgomery Bell Academy 1998 — 2003
KLA-Tencor July 2012 - Present
Cisco Systems October 2010 - September 2011
Hitachi Data System October 2009 - April 2010
Wells Fargo April 2009 - October 2009
The World Bank May 2008 - August 2008
Skills
Financial Analysis, Financial Forecasting, P&L Forecasting, Balance Sheet Review, Financial Reporting, Financial Close Process, Financial Statement..., Corporate Finance, Statistical Data..., Valuation, strategic planning, Cross-functional Team..., Relational Databases, SAP Financial, Oracle Financials, TM1, Business Objects, Access, Bloomberg, Morningstar, Time Management, Communication, Data Analysis, Strategic Planning, Auditing, Forecasting, Process Improvement, Internal Controls, Sarbanes-Oxley Act, Accounting
Education
University of Southern California 2007 — 2008
Master, Financial Management & Quantitative Analysis
Shanghai International Studies University 2002 — 2006
Bachelor, International Business and Lanugages
Wells Fargo November 2007 - Present
Wells Fargo November 2007 - Present
Call 24 April 2003 - November 2007
Sonoma Connections October 1997 - March 2003
Skills
Outlook, English, Teamwork, Microsoft Office, Sales, Research, Public Speaking, Social Media, Analysis, Event Planning, Leadership, Policy, Teaching, Social Networking, Editing, Community Outreach, Team Building, Fundraising, Public Relations, Nonprofits, Banking, Training, Financial Analysis, Marketing, HTML, Policy Analysis, Process Improvement, Photoshop, Budgets, Facebook, Government, Coaching, Finance, Project Planning, Event Management, Statistics, Business Analysis, Time Management, Microsoft Word
Education
Shasta College 1993 — 1995
Political Science
ADP July 2012 - Present
Comerica Bank August 2011 - July 2012
HP November 2010 - August 2011
Wells Fargo 2010 - 2010
Genesis10 November 2008 - November 2009
Merrill Lynch October 2007 - May 2008
T-Systems January 2006 - August 2007
Champion Solutions Group March 2004 - December 2005
Burger King, Corp. October 2001 - March 2004
Skills
Disaster Recovery, Data Center, SAN, IT Operations, Vendor Management, Security, Storage, Infrastructure, Program Management, IT Management, NAS, PMP, Visio, VMware, Infrastructure Projects, PHP, ActionScript, Web Design, Photoshop, IBM Servers, Software Development, Networking, Windows Server, VM, EMC, Xcode, Application Development, Cisco Switches, Cisco, IBM iSeries, Storage Services, Storage Service Manager, EMC VMAX, EMC Storage, NetApp, IBM XIV, CommVault, Netbackup, VSP, VMware ESX, Hitachi Storage, Arxscan, ITIL v3 Foundations..., Service Desk Management, SharePoint Designer, Integration, Management
Education
Universidad del Sagrado Corazón 1989 — 1992
Bachelor's degree, Communication and Media Studies
Seton Hall University 1989 — 1991
Communications
Wells Fargo September 2015 - Present
Fennebresque & Co. August 2014 - April 2015
Syngenta January 2013 - August 2014
J.R. Simplot Company May 2012 - September 2012
Cambridge Associates LLC April 2008 - June 2011
Yarbrough Farms May 2007 - March 2008
University of the South January 2007 - May 2007
Chicago Board of Trade May 2003 - November 2003
Skills
Financial Statement..., Research Project..., Managing Employees, Data Analysis, Financial Analysis, Research, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Valuation, Market Research, Leadership, Strategic Planning, Analysis, Business Development, Project Management, Strategy, Marketing Strategy, Management, Marketing
Education
Texas A&M University - Mays Business School 2011 — 2013
Master of Business Administration (MBA), Agribusiness and Real Estate, Second Year
Sewanee-The University of the South 2002 — 2006
BA, Economics
The Lawrenceville School 1998 — 2002
High School, High School Diploma
Genworth Financial Canada September 2011 - Present
Home Trust Company October 2006 - June 2011
Wells Fargo 2004 - 2006
Education
Sheridan College 2001 — 2004
Business, Management, Marketing/Sales
University of Toronto
New Latitude Moving October 2013 - Present
Wells Fargo August 2010 - October 2013
FOX6 WBRC 2009 - 2009
Skills
Customer Service, Microsoft Office, Management, Microsoft Excel, Leadership, Microsoft Word, Team Building, Marketing, Managing Accounts, Dispatching, Appointment Scheduling, Teamwork, Coaching, Process Improvement, Final Cut Pro, ENPS, PowerPoint, Outlook, Avid, Banking, Logistics, Employee Training
Education
University of Alabama 2004 — 2009
Bachelor's degree Telecommunications and Film, Telecommunications and Film
Shelton State Community College 2004 — 2006
Transferred to University of Alabama, General Studies
Wells Fargo July 2014 - Present
enterprise rent a carAssistant Manager January 2012 - Present
Triangle Basketball Officials Association October 2009 - Present
Enterprise Rent A Car January 2012 - May 2014
WHILE ATTENDING - Shaw University Shaw University August 2010 - December 2011
Skills
Leadership, Management, Customer Service, Team Building, Sales, Marketing, Microsoft Office, Team Leadership, Sales Management
Education
Shaw University
Bachelors of Science, Sociology
Cosmopolitan Magazine August 2015 - Present
Wells Fargo June 2015 - August 2015
Seton Hall University August 2014 - August 2015
Target July 2010 - August 2015
Skills
Marketing, Communication, Social Media Marketing, Team Leadership, Organization Skills, Customer Service, Phone Sales, Microsoft Office, Research, Teamwork, Microsoft Excel
Education
Seton Hall University 2012 — 2016
Marketing
Wells Fargo October 1996 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint
Education
Shaw University
Associate of Arts (A.A.), Business Administration and Management, General
Wells Fargo June 2015 - Present
Wells Fargo September 2013 - May 2015
Frost Bank March 2010 - September 2013
Frost Bank March 2007 - September 2011
Texas Regional Bank formerly McAllen National Bank March 2005 - March 2007
Skills
Formal Credit Training, Underwriting, Commercial Banking, Credit Analysis, Salesforce.com, Cold Calling, Loan Structuring, Portfolio Management, Commercial Lending, Credit Risk, Risk Analysis, Risk Mitigation, Compliance, Profitability Analysis, MOODY's Risk Analyst, Financial Statement..., Finance, Treasury Management, Financial Analysis, Banking, Financial Structuring, Risk Management, Cash Flow, Small Business Lending, Financial Risk, Lines Of Credit, Cross Selling, Asset Based Lending, Cash Management, Mortgage Lending, Loan Origination, Retail Banking, Commercial Mortgages, Relationship Management, Financial Services, Credit, Loans
Education
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology 2002 — 2004
Master of Business Administration (M.B.A.) 36 Credit Hours, Finance, General
University of Karachi 2000 — 2002
Master of Arts, Economics
Sindh Board Of Technical Education 2000 — 2001
Diploma In Information Technology, Networking, Hardware, Software, System Administration
College of Accounting & Management Sciences 1995 — 1997
Associate's degree, Accounting
Government College Of Commerce & Economics, University Of Karachi 1994 — 1997
Bachelor of Commerce, Accounting and Finance AND Economics & Banking
Houston Community College May 2015 - Present
Wells Fargo December 2014 - May 2015
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Sales, Leadership, Training, Research
Education
University of Houston-Clear Lake 2015 — 2018
Master of Healthcare Administration joint degree with Master of Business (MHA/MBA), Health/Health Care Administration/Management
Shahid Beheshti University
Bachelor of Applied Science (B.A.Sc.), Librarianship in Medical Science
XSport Fitness June 2015 - Present
Gold's Gym June 2015 - Present
Wells Fargo 2014 - Present
XSport Fitness January 2012 - July 2012
Lifetime Fitness April 2011 - December 2011
Skills
Personal Training, Fitness, Fitness Training, Strength Training, Nutrition, Wellness, Weight Training, Functional Training, Operant Conditioning, Wellness Coaching, Sports Nutrition, Exercise Physiology, Nutritional Counseling, Cardio, Circuit Training, Kettlebells, Endurance, Lifestyle, Weight, Kinesiology, Exercise Prescription, Strength, Injury Prevention, Core Strength, Corrective Exercise, Performance Enhancement, TRX Suspension Training, Agility, Athletics, Weight Loss Coaching, Weight Management, Nutrition Education, Sports Conditioning, Sports Training, Wellbeing, Athletic Performance, Sports Performance..., Speed Training, Flexibility Training, Biomechanics, Cpr Certified, Employee Wellness
Education
Shenandoah University 2010 — 2010
Master of Business Administration (M.B.A.), Marketing
Shepherd University
Bachelor of Science (BS), Kinesiology and Exercise Science
Wells Fargo September 2015 - Present
American Express 2005 - Present
American Express 2003 - 2005
American Express 1998 - 2003
American Express 1994 - 1998
Ciber 1993 - 1994
AGS 1992 - 1993
Schering-Plough Research Institute 1990 - 1992
Skills
Management, Business Strategy, Strategy, Strategic Planning, Project Management, Integration, Credit Cards, Product Management, Leadership, Business Analysis, Vendor Management, Software Project..., SDLC, Program Management, Financial Services, IT Strategy, Enterprise Software, Requirements Analysis, Process Improvement
Education
Seton Hall University 1984 — 1987
Bachelor's degree, Communication, Journalism, and Related Programs
Chubb Institute
Computer Science
Profound Aesthetic September 2015 - Present
Profound Aesthetic June 2015 - September 2015
Wells Fargo June 2012 - August 2012
Skills
Microsoft Office, Finance, Research, Sales, Social Media, Access, Leadership, Photoshop, E-commerce, Bloomberg Terminal, HTML, ACT!, JavaScript, SPSS, CSS, Bootstrap, Google Apps
Education
Seton Hall University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Economics
Holmdel High School 2007 — 2011
High School Diploma
Rutgers University March 2013 - Present
Wells Fargo April 2007 - May 2012
GNC 2005 - 2007
Skills
Finance, Retail Banking, Financial Analysis, Credit Analysis, Financial Services, Microsoft Excel, Customer Service, Access, Microsoft Word, Microsoft Office, Leadership, Banking, Outlook, Sales
Education
Seton Hall University 2013 — 2015
Master's Degree, accounting
Seton Hall University
Bachelor's degree, Mathematics
LOYAL3 June 2013 - Present
Shang101, Inc. June 2011 - Present
Palo Alto Investors November 2010 - May 2011
ThinkEquity LLC November 2005 - November 2010
Wells Fargo 2002 - 2004
OffRoad Capital 1999 - 2001
Merrill Lynch September 1986 - July 1990
Skills
Research, Investments, Equities, Equity Research, Industry Analysis, Financial Modeling, Hedge Funds, Asset Management, Financial Analysis, Valuation, Analysis, Capital Markets, Competitive Analysis, Corporate Development, Due Diligence, Finance, Investment Banking, Management, Portfolio Management, Private Equity, Start-ups, Strategy, Venture Capital
Education
University of California, Berkeley, Haas School of Business 1990 — 1992
MBA, Business
Seton Hall University 1980 — 1985
BS, Computer Science
Rexel Canada Electrical Inc. January 2014 - Present
Rexel Canada Electrical Inc. December 2011 - January 2014
Wells Fargo February 2002 - March 2011
Skills
Credit, Credit Analysis, Financial Analysis, Accounting, Negotiation, Cash Flow, Accounts Receivable, Account Reconciliation, Wholesale, Customer Service
Education
Sheridan College 1996 — 1998
Business Administration and Management, General
Wells Fargo Home Mortgage June 2013 - Present
Wells Fargo February 2013 - June 2013
Skills
Long-term Customer..., World Class Customer..., Mortgage Lending, Residential Mortgages, Mortgage Servicing, Success Driven, Helping Clients Succeed, First Time Home Buyers, FHA financing, VA loans, USDA, Loans, Mortgage Banking, Loan Origination, Refinance, FHA, Home Equity Lines of..., Home Equity Loans
Education
Shasta College 2003 — 2006
Associate's degree
HealthMarkets January 2013 - Present
Jensen Localization August 2009 - February 2012
Wells Fargo September 2008 - March 2009
Wells Fargo September 2007 - September 2008
Mason Dixon Funding July 2006 - September 2007
Wells Fargo March 2004 - July 2006
First Clearing , Affiliate of Wells Fargo June 2001 - March 2004
Skills
Translation, Trading, Localization, Research, Investments, Product Development, Social Media, Financial Analysis, Equities, Mergers, Asset Managment, Project Management, Business Development, Entrepreneurship, Sales, Mergers & Acquisitions, Health Insurance, Healthcare, Back Office, Middle Office, Affordable Care Act, Real Estate Economics, Real Estate Financing, Investment Portfolio, Bloomberg, Bank of New York, DTC, Options Clearing..., Asset Management, Analysis
Education
Virginia Commonwealth University 2000 — 2001
Shepherd University 1999 — 2000
Virginia Commonwealth University 1998 — 1999
Community Choice Financial, Inc. December 2014 - Present
Bank of the West June 2001 - December 2013
Wells Fargo July 1992 - June 1996
Security Pacific Bank March 1989 - April 1990
Citi January 1987 - February 1989
Skills
Budgets, Customer Service, Strategic Planning, Banking Commercial and..., Call Center Development, Operational Risk..., Operations Management, Risk Assessment, Team Leadership, Underwriting, Budget Forecasts, Project Management, Portfolio Management, Finance, Credit, Management
Education
University of Phoenix 2011 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5
Shasta College 1990 — 1991
Real Estate Development
Moore Capital Management, LP January 2013 - Present
Moore Capital Management, LP September 2011 - January 2013
Le Baker's Dozen Bake Shoppe January 2009 - January 2013
Seton Hall University September 2010 - August 2011
Wells Fargo June 2010 - July 2010
Skills
Equities, Hedge Funds, Financial Analysis, Options, Bloomberg Terminal, Basketball, Financial Planning, Financial Management, Financial Advisory, Stock Market, Microsoft Excel, Credit Derivatives, FX Options, Stock Management, Stock Picking, Stocks, Sophis, US Equities, Equity Derivatives, FX trading, Equity Trading, Interest Rate Swaps, Total Return Swaps, Interest Rate..., FX Hedging, FX Derivatives, Swaptions, Inflation Swaps, Variance Swaps, Index Options
Education
Seton Hall University 2008 — 2012
Finance
Seton Hall Prep 2004 — 2008
Bank of the West December 2006 - Present
Wells Fargo June 2002 - November 2006
Nortel Networks December 2000 - December 2001
Bank of America October 1999 - December 2000
NEC February 1997 - October 1999
IBM July 1996 - January 1997
University of South Florida January 1995 - June 1996
Shanghai Jiao Tong University February 1989 - October 1992
Skills
Software Development, SOA, Oracle, Java, Linux, Microsoft SQL Server, Testing, Web Services, Agile Methodologies, Solaris, Eclipse, SQL, JavaScript, Ant, TCP/IP, Integration, Software Design, SOAP, Unix, Tomcat, Apache, JSP, Weblogic, ASP.NET, C#, Appian, UniData, Security, SSL Certificates, Oracle PLSQL, PostgreSQL, SDLC, C/C++, JIRA, Microsoft Power Shell..., SAP Crystal Report, JQuery, Adobe Flex, Unix Shell Script, Red Hat Linux, Ubuntu, IBM AIX, Tortoise SVN, Microsoft Visio, Debugging, System Architecture, HTML/CSS, HTTPS Client, Open SSL, WSDL
Education
University of South Florida 1995 — 1996
Master of Science, Computer Science
University of South Florida 1993 — 1995
Graduate School, Political Science and MBA Core Courses
Shanghai Jiao Tong University 1986 — 1989
Master of Science, Electrical Engineering
Shanghai Jiao Tong University 1982 — 1986
Bachelor of Science, Electrical Engineering
Long & Foster Companies March 2015 - Present
United Credit Education Services December 2013 - Present
Primerica November 2010 - Present
Wyndham Vacation Ownership September 2014 - March 2015
The Home Depot March 2014 - July 2014
Roundpoint Mortgage June 2013 - October 2013
Wells Fargo January 2012 - June 2013
NASA Federal Credit Union October 2009 - December 2011
Wachovia February 2008 - October 2009
SunTrust Mortgage, Inc. February 2004 - December 2008
Skills
Real Estate Sales..., Real Estate, Licensed Life Insurance..., Mortgage Lending, Customer Service, NMLS Licensed, Finance, Loan Officers, Loan Origination, Personal Banking, Mortgage Banking, Direct Sales, Sales Commission, Auditing, Accounts Payable, Accounts Receivable, Credit Analysis, Sales Presentations, Residential Mortgages
Education
Shaw University 1987 — 1990
Accounting and Business/Management
Merrill Lynch June 2011 - Present
Merrill Lynch April 2008 - 2011
Merrill Lynch 2006 - 2008
Wells Fargo 2004 - 2006
Wells Fargo 2000 - 2004
Wells Fargo 1997 - 2000
Skills
Program Management, Strategic Planning, Leadership, Management, Marketing, Project Planning, Product Management, Financial Services, Governance, Budgets, Sales, Banking
Education
Seton Hall University 1990 — 1994
Wells Fargo February 2013 - Present
Wells Fargo June 2008 - February 2013
HSBC May 2006 - November 2007
Skills
Securities, Process Improvement, IT Strategy, Management, Team Leadership, PMO, Team Building, Call Centers, Requirements Analysis, Strategic Planning, Business Process..., Service Delivery, Team Management, Disaster Recovery, Integration, IT Management, Program Management, Leadership, Banking, Business Analysis, Risk Management, Cross-functional Team..., Requirements Gathering, Analysis, Change Management
Education
Shepherd University 1979 — 1983
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
State Uni. 1979 — 1983
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
SEI January 2014 - Present
SEI August 2010 - December 2013
Wells Fargo July 2009 - August 2010
SEI April 1997 - February 2009
Skills
Mutual Funds, Business Analysis, Financial Services, SDLC, PMO, Business Process, Business Requirements, Data Migration, Integration, Business Process..., Portfolio Management, Analysis, Banking, Requirements Gathering, User Acceptance Testing, Software Project..., Team Building, Vendor Management, IT Strategy, Risk Management, Requirements Analysis
Education
Shelton State Community College 1977 — 1980
Incomplete, Business Administration and Management, General, A
Business Financial Services July 2014 - Present
Deutsche Bank December 2012 - July 2014
Wells Fargo November 2011 - December 2012
WELLS FARGO BANK September 2008 - November 2011
BNY Mellon July 2005 - September 2008
Publix 1998 - 2004
Skills
Banking, Credit, Portfolio Management, Credit Analysis, Loans, Financial Analysis, Investments, Customer Service, Solution Selling, Asset Management, Compliance, Risk Management, Financial Services, Insurance, Outlook, Customer Relations, Financial Reporting, Finance, Managerial Finance, Financial Accounting, Microsoft Excel, SQL, Cognos, Query Studio, Business Objects, Operations Management, Sales Operations, Account Management, Project Management
Education
University of Florida 2003 — 2004
Masters of Science, Business Management
Sewanee-The University of the South 1998 — 2002
Bachelors of Arts, Political Science
Charles Schwab February 2010 - Present
TIAA-CREF August 2007 - October 2009
Wells Fargo November 2005 - August 2007
Skills
Series 7, Asset Allocation, Private Placements, Finance, Financial Advisory, Financial Services, Retirement, Retirement Planning, Securities, Wealth Management
Education
The University of Texas at Dallas 2006 — 2008
MS, BUSINESS - FINANCE
Shahid Beheshti University 1995 — 2000
BS, Electrical Engineering
Wells Fargo 1991 - Present
City of Frederick, MD January 1990 - May 1991
Minter, Morrison, and Grant CPA's June 1989 - January 1990
Skills
Financial Analysis, Strategic Financial..., Cash Management, Accounting, Sarbanes-Oxley Act, Finance, Managerial Finance, Financial Reporting, Financial Modeling, Banking, Cash Flow, Internal Controls
Education
Shepherd University 1984 — 1989
Bachelor of Science (B.S.), Accounting
Wells Fargo October 2013 - Present
Epiq Systems December 2006 - August 2013
Clique Communications 2003 - 2006
Lucent Technologies 2001 - 2003
Skills
Software Development, Databases, .NET, Windows, Document Management, Core Java, Perl, Market Data, Market Risk, Unix, Agile Methodologies, SDLC, Microsoft SQL Server
Education
University of Missouri-Columbia 1994 — 2001
MS, Ph.D, Electrical & Computer Engineering, Mechanical & Aerospace Engineering
Shanghai Maritime University 1987 — 1991
B.S., Mechanical Engineering
High School Attached to Tsinghua University 1981 — 1987
Time Warner Inc. April 2000 - Present
Wells Fargo 1992 - 2000
British Aerospace 1990 - 1992
Skills
Microsoft SQL Server, Requirements Gathering, Vendor Management, Business Analysis, Data Warehousing, SDLC, Business Intelligence, Business Objects, Data Modeling, Software Project...
Education
Shepherd University 1983 — 1988
Wells Fargo November 2007 - Present
Education
Seton Hall University School of Law 2003 — 2006
The Johns Hopkins University 1999 — 2003
BA, Economics & Political Science
NMHS
Resources Global Professionals July 2012 - January 2013
Resources Global Professionals March 2009 - July 2009
JPMorgan Chase 2003 - 2008
Publicis March 2002 - March 2003
Deutsche Bank June 2000 - February 2002
Wells Fargo June 1999 - June 2000
Skills
Fixed Income, Financial Analysis, Investment Banking, Sarbanes-Oxley Act, Derivatives, Mergers & Acquisitions, Financial Services, Analysis, Financial Risk, Accounting, Financial Reporting, Finance
Education
Seton Hall University 2004 — 2007
MBA, Accounting
Villanova University 1995 — 1999
BS, Finance
Wells Fargo Home Mortgage November 2004 - Present
Wells Fargo 1992 - Present
Wells Fargo Home Mortgage January 1999 - November 2004
Skills
Requirements Gathering, Data Analysis, Project Management, Mortgage Lending, Business Analysis, Decision Modeling
Education
Shepherd University 1997 — 2002
Finance, Accounting, Computer Science
Y&L Consulting, Inc. September 2014 - Present
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Cognizant Technology Solutions April 2008 - January 2011
Quintegra Solutions 2006 - 2006
Infosys 2005 - 2006
Boden Software Services 2004 - 2006
Boden Software Services 2004 - 2006
Skills
Requirements Analysis, Unix, Java Enterprise Edition, Mobile Applications, Oracle, Agile Methodologies, Software Project..., Sun Certified Java..., Mobile Application..., Android Development, Selenium Testing, Selenium WebDriver, Perfecto Specialist..., Perfecto Specialist..., RESTful WebServices, Requirements Gathering, Struts, JSP
Education
Shanmugha Arts, Science, Technology and Research Academy 2003 — 2005
Master of Computer Applications (MCA), Computer Science
Umpqua Bank (Formerly Sterling Bank) October 2012 - Present
The Pampered Chef May 2009 - Present
Tupperware Brands July 2010 - August 2013
Sterling Savings Bank October 2009 - October 2012
Macy's West November 2008 - October 2009
Wells Fargo April 2006 - September 2008
Clearwater Progress July 2000 - December 2005
Skills
Customer Service, Sales, Team Building, Process Improvement, Retail, Management, Coaching, Training, Microsoft Excel, Leadership, Team Leadership, Microsoft Office, Business Analysis, Marketing, Strategic Planning, Customer Satisfaction, Project Management, Banking, Outlook, Microsoft Word
Education
Shasta College 1990 — 1992
Clearwater Valley High School 1985 — 1989
Diploma, College Prep
Wells Fargo June 2015 - Present
JPMorgan Chase August 2014 - June 2015
Standard Chartered Bank March 2008 - August 2014
ABN AMRO December 2003 - March 2008
Credit Suisse August 2001 - December 2003
JPMorgan Chase August 1995 - August 2001
Skills
Securities, AML, Due Diligence, Asset Management, Structured Finance, Financial Markets, Operational Risk, Private Equity, KYC, Corporate Governance, Capital Markets, Structured Products, Corporate Finance, Financial Regulation, Operational Risk..., Securities Regulation, Alternative Investments, Financial Services, Financial Structuring, Anti Money Laundering
Education
The University of Queensland 2001 — 2004
LLM, Comparative & Securities Law
Seton Hall University 1997 — 1999
MS, Finance
Siena College 1986 — 1990
BS, Finance
Synovus January 2015 - Present
Wells Fargo August 2011 - January 2015
Wells Fargo July 2010 - August 2011
Wachovia, A Wells Fargo Company August 2006 - July 2010
SouthTrust Bank August 2002 - August 2006
Skills
Commercial Lending, Loans, Commercial Banking, Credit, Financial Analysis, Credit Analysis, Due Diligence, Portfolio Management, Mortgage Lending, Loan Origination, Underwriting, Loss Mitigation, Commercial Mortgages, Lines Of Credit
Education
University of Alabama 2003 — 2005
M.A., Management
University of Alabama 1999 — 2002
B.S., Entrepreneurship / Management
Sewanee-The University of the South 1998 — 1999
Pre-Engineering
Central Coast Federal Credit Union March 2014 - Present
JPMorgan Chase November 2010 - Present
Wells Fargo January 2008 - November 2010
Bank of America September 1997 - December 2008
Skills
Account Management, Cold Calling, Sales Management, Sales, Microsoft Office, Management, Sales Operations, Finance, Customer Service
Education
Shasta College 1985 — 1987
Associate of Arts (A.A.), Finance, General, 4.0
Wells Fargo July 2007 - Present
Bank of America 1986 - 2007
Skills
Commercial Lending, Portfolio Management, Commercial Real Estate, Real Estate Transactions, Corporate Real Estate, Mortgage Lending, Asset Management, Disposition, Investment Properties, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Financing
Education
Sewanee-The University of the South
Bachelor of Science (BS)
Wells Fargo August 2014 - December 2014
Accenture Technology Solutions December 2009 - July 2014
Skills
Regression Testing, SQL, HP Quality Center, Web Services, Functional Testing, Requirements Analysis, Testing, DB2, HTML, SoapUI, SSIS, Selenium Testing, Agile Testing, Toad, Rational DOORS, Rational Test Manager, Rally, ClearQuest, Test Automation, Quality Assurance, Java, Data Analysis, Data Modeling, Hadoop, Agile Methodologies, SDLC, C, Business Analysis, User Acceptance Testing, Unix, WinRunner, Oracle SQL Developer, WebSphere, Tomcat, Tortoise SVN, CVS, Banking, Health Insurance, GUI Testing, Python, NoSQL, Big Data, JUnit, XML, JavaScript, CSS, Selenium WebDriver, RESTful WebServices
Education
UCSC Silicon Valley Extension 2015 — 2015
Post-Graduate Professional Certificate, Database and Data Analytics
Shanmugha Arts, Science, Technology and Research Academy 2005 — 2009
Bachelor's Degree, Electrical, Electronics and Communications Engineering
Wells Fargo November 1997 - July 2013
Wells Fargo Financial; Trans Canada Credit 1991 - 1997
Skills
Deferred Compensation, Performance Management, HRIS, Human Resources, Onboarding, Market Pricing, Strategy, Talent Management, Employee Relations, Budgets, Management, Succession Planning, Incentive Programs, Employee Engagement, Compensation Structure..., Job Analysis, Job Evaluation, Employee Benefits, Negotiation, Leadership, Time Management, Job Descriptions, Payroll, Training
Education
Seneca College of Applied Arts and Technology 1992 — 1995
Diploma, Human Resources
University of Toronto 1985 — 1989
Hons BA, Political Science
Fifth Third Bank March 2010 - Present
Wells Fargo November 2006 - October 2009
Evergreen Investments/Wachovia, A Wells Fargo Company 2002 - 2006
Evergreen Investments and Wachovia Bak, A Wells Fargo Company January 1996 - December 2001
First Union National Bank 1993 - 1996
Wallace Computer Services 1991 - 1993
First Union National Bank 1985 - 1989
Skills
Asset Allocation, Strategy, Positioning, Investments, Portfolio Management, Wealth Management, Risk Management, CRM, Financial Services, Process Management, Product Development
Education
Vanderbilt University - Owen Graduate School of Management 1989 — 1991
MBA, Finance
Sewanee-The University of the South 1981 — 1985
BA, Economics
Baltimore Orioles January 2013 - Present
Wells Fargo May 2011 - Present
PNC Mortgage July 2010 - May 2011
NFM, Inc. February 2007 - June 2010
NFM, Inc. October 2001 - February 2007
Knox Financial Group, LLC February 2001 - October 2001
McCormick & Schmick's June 2000 - January 2001
MBNA America Bank January 1997 - July 1998
Skills
Mortgage Lending, Loans, Mortgage Banking, Refinance, Loan Origination, FHA, Credit, Consumer Lending, Residential Mortgages, Credit Analysis, VA loans, FHA financing, Commercial Lending, Underwriting, Reverse Mortgages, Risk Management, Credit Risk, Finance, VA Loans
Education
Shepherd University 1992 — 1996
Bachelor of Arts (BA), Psychology
RBC Bank June 2012 - Present
Asurion October 2010 - May 2012
Wells Fargo February 2006 - September 2010
Skills
Sales Management, Account Management, New Business Development, Salesforce.com, Sales Process, B2B, Relationship Management, Selling, Sales, Customer Retention, Business Development, Banking, Team Building, Marketing Strategy, Customer Satisfaction, Competitive Analysis, Negotiation, Forecasting, Management, Marketing, Strategic Planning, Recruiting, Operations Management, Coaching
Education
Seneca College of Applied Arts and Technology
University of Southern California June 2012 - December 2013
Wells Fargo August 2013 - August 2013
Will Rain IT Inc. April 2013 - July 2013
Orient Securities April 2011 - May 2012
Mingly China Growth Fund November 2010 - December 2010
PricewaterhouseCoopers August 2010 - September 2010
Shanghai Information Office April 2010 - July 2010
Skills
Economics, Data Analysis, Statistics, Research, SAS, Commodity Markets, Global Marketing, Policy Analysis, International Trade, Market Research, Financial Analysis, Corporate Finance, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, International Relations, Chinese, Public Policy, English, Social Media Marketing, Market Analysis, Interpretation, Translation, Project Management, Strategic Planning, Business Analysis, Business Strategy, Export-Import, EViews, Multivariate Statistics, Vlookup, Cross-cultural..., ArcGIS, Geographic Information...
Education
University of Southern California 2012 — 2013
Master's degree, Public Policy and Management
Shanghai International Studies University 2007 — 2011
Bachelor, International Trade and Economics
Shanghai Foreign Language School 2005 — 2007
High School
Stikeman Elliott LLP May 2012 - Present
Wells Fargo August 2003 - March 2012
Mercedes Benz Credit Canada February 2003 - August 2003
Americredit Financial Services May 2002 - February 2003
Heidelberg April 1998 - May 2002
Restauronics Services Ltd. October 1997 - April 1998
Hookup Communications Corporation May 1994 - October 1997
Skills
Accounts Receivable, Insurance, Software Documentation, Invoicing, Customer Service, SAP, Credit, Credit Analysis, Troubleshooting, Accounting
Education
Sheridan College 1992 — 1994
Diploma, Office Administration Executive
Wells Fargo August 2014 - Present
Union Bank June 2012 - August 2014
Union Bank August 2011 - May 2012
Scotia Capital February 2004 - July 2011
Manulife Financial July 2000 - September 2003
Education
University of Toronto - Rotman School of Management 1998 — 2000
MBA, Finance
Shanghai International Studies University 1988 — 1992
BA, Economics
The CFA Institute
CFA
Wells Fargo July 2015 - Present
Wells Fargo May 2014 - June 2015
Stanford University September 2013 - December 2013
JIC Investment August 2013 - September 2013
China Development Bank June 2013 - August 2013
Skills
Matlab, Machine Learning, SAS, Risk Management, Data Analytics, Modeling, SQL, R, Credit Scoring, Pricing Strategy, Predictive Modeling
Education
Stanford University 2012 — 2014
M.S. in Management Science & Engineering, 3.9/4.0
Shanghai Jiao Tong University 2007 — 2012
BS, BA(Minor), Industrial Engineering, Accountancy, 3.72/4.0
The University of Hong Kong 2011 — 2011
Exchange Student, Industrial and Systems Engineering
Wells Fargo 2003 - 2010
Education
Shaw University
BS, Business Management and Information Technology
American College of Gastroenterology April 2015 - Present
TM Design, Inc. January 2012 - April 2015
Wells Fargo June 2010 - December 2011
Creosote Affects 2011 - 2011
Skills
Adobe Creative Suite, InDesign, Illustrator, Photoshop, QuarkXpress, Microsoft Office, Graphic Design, Print Design, Logo Design, Advertisement Design, Typography, Infographic Design
Education
Shepherd University 2007 — 2011
Bachelor of Fine Arts (B.F.A.), Graphic Design
Wells Fargo September 2007 - Present
Wells Fargo January 1988 - March 2012
Wells Fargo January 1991 - September 2007
Skills
Small Business Lending, Consumer Lending, Mortgage Banking, Loan Origination, Loans, Commercial Banking, Series 63, Series 7, Cross Selling, Credit Analysis, Underwriting, Series 6, Banking, FHA, Refinance, Commercial Mortgages, Residential Mortgages, Treasury Management, Loan Servicing, Wealth Management
Education
Seton Hall University 1985 — 1989
BS in Fiance
Bogle Agency Insurance August 2014 - Present
NJM Insurance Group October 2012 - August 2014
wells fargo 2010 - 2013
Center City Partners, LLC July 2007 - June 2010
Skills
Adobe Creative Suite, Graphic Design, Illustrator, Illustration, Marketing, Photoshop, Logo Design, InDesign, Layout, Typography, Art Direction, Web Design, Sales, Property & Casualty..., Customer Service
Education
Seton Hall University 2004 — 2010
Bachelor's degree, Broadcast Visual Interactive Media
American School of Business
Property & Casualty Health & Accident
Santander Bank, N.A. 2012 - Present
Wells Fargo 2010 - 2012
Wachovia 2002 - 2009
Merrill Lynch 1996 - 2002
Dean Witter 1995 - 1996
Skills
Series 7, Retirement Planning, 401k Rollovers, Series 63, Wealth Management, Consumer Lending, Mortgage Lending, Series 65, Notary Public, Loan Origination, Life & Health Insurance...
Education
Seton Hall University 1994 — 1995
Bachelor of Science, Finance
DeVry University October 2012 - May 2014
Capital Bank (Capital Bank Financial Corp.) April 2007 - September 2012
Residential Adolescent Adult Services & Training Inc., March 2008 - January 2010
Wells Fargo September 2005 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Shaw University
Bachelor's degree, Sociology
Wells Fargo April 2015 - Present
Regions Financial Corporation May 2009 - May 2014
SunTrust Robinson Humphrey November 2006 - April 2009
Ardent Health Services January 2005 - November 2006
Bank of America October 1999 - July 2002
Skills
Finance, Corporate Finance
Education
Vanderbilt University 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
Sewanee-The University of the South 1994 — 1998
Bachelor of Arts (B.A.), Economics
Wells Fargo Did not retire from Wells Fargo. Retired from Child Care MonitorMejestic TourFayetteville,NCJune 2006 - Present
Skills
Child Care, Sewing, Financial Reporting, Leadership
Education
Shaw University 1960 — 1961
no degree
East Side High 1957 — 1960
no degree, it was a High School
Archtelecom January 2013 - Present
Wells Fargo April 2012 - January 2013
Popeyes Louisiana Kitchen September 2011 - April 2012
Education
Seminole Community College 2013 — 2015
Wels Fargo June 2012 - October 2013
Wells Fargo 2012 - 2013
Jos. A. Bank Clothiers April 2008 - June 2012
Skills
Customer Service, Management, Sales, Retail Banking
Education
Shelton State Community College 2004 — 2007
Hillcrest High School 2000 — 2004
Advanced Diploma
Wells Fargo June 2012 - June 2014
JP Morgan Chase December 2008 - June 2012
Betsy Johnson Regional Hospital December 2007 - June 2008
National Reimbursement Group March 2005 - October 2007
Skills
excepational..., and management,..., excellent strategist
Education
Webster University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, Finance, 3.0
Shaw University 1999 — 2004
Bachelor of Arts (B.A.), Public Administration, 3.0
The Dubliner 2013 - Present
Big Marios Pizza March 2012 - January 2014
Wells Fargo November 2009 - June 2010
CPI Corp. October 2008 - October 2009
Manpower January 2004 - January 2009
Education
Shepherd University 2005 — 2006
Fine Art