Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Alice Morris Alice Morris's Wells Fargo Experience January 2014 - Present
Job Regional Compliance Manager International Americas Global Financial Institutions Compliance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
SolomonEdwardsGroup March 2013 - January 2014
AEM Advisory, LLC October 2012 - March 2013
Bank Hapoalim August 2010 - September 2012
BBVA June 2008 - June 2010
BBVA August 2006 - May 2008
BBVA April 2004 - August 2006
BBVA December 2000 - April 2004
BBVA December 1999 - December 2000
Coutts July 1998 - November 1999
Skills
Banking, AML, Private Banking, Risk Management, OFAC, Investment Banking, Bank Secrecy Act, Due Diligence, KYC, USA PATRIOT Act, Securities, FATF-GAFI, NDIP Suitability, SOX Compliance, Internal Controls, Operational Risk Basel..., Acquisition Due..., AML Monitoring Systems, International Compliance, Project Management, Sarbanes-Oxley Act, Capital Markets, Operational Risk..., Investments, Financial Services, Credit Analysis, Financial Risk, Credit, Credit Risk, Fraud, Enterprise Risk..., Corporate Governance, Management, Management Consulting, Financial Institutions, Loans, Anti Money Laundering
Education
BBVA Escuela de Management - IESE 2004 — 2004
Programa Corporativo de Direccion, Management
The University of Texas at Austin 1985 — 1987
Master of Business Administration (MBA), Finance, General
Southern Methodist University - Cox School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo January 2014 - Present
SolomonEdwardsGroup March 2013 - January 2014
AEM Advisory, LLC October 2012 - March 2013
Bank Hapoalim August 2010 - September 2012
BBVA June 2008 - June 2010
BBVA August 2006 - May 2008
BBVA April 2004 - August 2006
BBVA December 2000 - April 2004
BBVA December 1999 - December 2000
Coutts July 1998 - November 1999
Skills
Banking, AML, Private Banking, Risk Management, OFAC, Investment Banking, Bank Secrecy Act, Due Diligence, KYC, USA PATRIOT Act, Securities, FATF-GAFI, NDIP Suitability, SOX Compliance, Internal Controls, Operational Risk Basel..., Acquisition Due..., AML Monitoring Systems, International Compliance, Project Management, Sarbanes-Oxley Act, Capital Markets, Operational Risk..., Investments, Financial Services, Credit Analysis, Financial Risk, Credit, Credit Risk, Fraud, Enterprise Risk..., Corporate Governance, Management, Management Consulting, Financial Institutions, Loans, Anti Money Laundering
Education
BBVA Escuela de Management - IESE 2004 — 2004
Programa Corporativo de Direccion, Management
The University of Texas at Austin 1985 — 1987
Master of Business Administration (MBA), Finance, General
Southern Methodist University - Cox School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
Cole Steffek MBA Cole Steffek MBA's Wells Fargo Experience July 2007 - August 2010
Job Financial Professional at AIG/VALIC
Industry Financial Services
Experience
AIG Retirement Services March 2015 - Present
AIG Retirement Services August 2010 - March 2015
Wells Fargo July 2007 - August 2010
YMCA of Metropolitan Dallas June 2006 - July 2007
Skills
Portfolio Management, Financial Analysis, Strategic Planning, Sales, Leadership, Customer Service, Negotiation, Account Management, Sales Management, Market Analysis, Retirement Planning, Entrepreneurship, Investments, Strategic Financial..., Financial Planning
Education
Southern Methodist University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Texas A&M University 2001 — 2005
Bachelor of Science (B.S.)
AIG Retirement Services March 2015 - Present
AIG Retirement Services August 2010 - March 2015
Wells Fargo July 2007 - August 2010
YMCA of Metropolitan Dallas June 2006 - July 2007
Skills
Portfolio Management, Financial Analysis, Strategic Planning, Sales, Leadership, Customer Service, Negotiation, Account Management, Sales Management, Market Analysis, Retirement Planning, Entrepreneurship, Investments, Strategic Financial..., Financial Planning
Education
Southern Methodist University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Texas A&M University 2001 — 2005
Bachelor of Science (B.S.)
Kurt Wolber Kurt Wolber's Wells Fargo Experience June 2012 - December 2013
Job Attorney at Locke Lord LLP
Industry Law Practice
Experience
Locke Lord LLP September 2008 - Present
Wells Fargo June 2012 - December 2013
Fifth District Court of Appeal of California May 2006 - July 2006
Skills
Corporate Law, Civil Litigation, Trade Secrets, Intellectual Property, Legal Research, Appeals, Commercial Litigation, Arbitration, Legal Writing, Litigation, Consumer Law, Business Litigation, Dispute, Product Liability, Class Actions
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
The College of William and Mary - Marshall Wythe Law School 2005 — 2008
J.D., Law
Southern Methodist University 2001 — 2005
B.S., Mathematics, 3.9 GPA, Summa Cum Laude
Southern Methodist University 2001 — 2005
B.A., Music, 3.9 GPA, Summa Cum Laude
Locke Lord LLP September 2008 - Present
Wells Fargo June 2012 - December 2013
Fifth District Court of Appeal of California May 2006 - July 2006
Skills
Corporate Law, Civil Litigation, Trade Secrets, Intellectual Property, Legal Research, Appeals, Commercial Litigation, Arbitration, Legal Writing, Litigation, Consumer Law, Business Litigation, Dispute, Product Liability, Class Actions
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
The College of William and Mary - Marshall Wythe Law School 2005 — 2008
J.D., Law
Southern Methodist University 2001 — 2005
B.S., Mathematics, 3.9 GPA, Summa Cum Laude
Southern Methodist University 2001 — 2005
B.A., Music, 3.9 GPA, Summa Cum Laude
Greg Rosenfeld Greg Rosenfeld's Wells Fargo Experience 2002 - 2003
Job Director of Marketing at SixFoot
Industry Marketing and Advertising
Experience
SixFoot September 2014 - Present
Square Enix August 2011 - April 2013
Activision November 2007 - April 2011
Electronic Arts October 2006 - November 2007
IGN Entertainment February 2005 - April 2006
LucasArts February 2003 - February 2005
Wells Fargo 2002 - 2003
HALO Branded Solutions 2000 - 2002
Skills
Brand Management, Marketing Communications, Strategic Planning, Integrated Marketing, Digital Marketing, Product Marketing, Market Research, Brand Development, Strategic Communications, Advertising, Marketing, Marketing Strategy, Online Advertising, Digital Media, Product Launch, Entertainment, Product Management, Online Marketing, Mobile Marketing, Mobile Devices, Strategic Partnerships, Business Development, Media Planning, Start-ups, Lead Generation, Cross-functional Team..., Public Relations, Social Media, Market Planning, Brand Awareness, Digital Strategy, New Business Development, Management, Leadership, Sales, Marketing Management, P&L Management, Competitive Analysis
Education
Southern Methodist University 1995 — 1999
BS, BUSINESS ADMINISTRATION; Marketing
Southern Methodist University
SixFoot September 2014 - Present
Square Enix August 2011 - April 2013
Activision November 2007 - April 2011
Electronic Arts October 2006 - November 2007
IGN Entertainment February 2005 - April 2006
LucasArts February 2003 - February 2005
Wells Fargo 2002 - 2003
HALO Branded Solutions 2000 - 2002
Skills
Brand Management, Marketing Communications, Strategic Planning, Integrated Marketing, Digital Marketing, Product Marketing, Market Research, Brand Development, Strategic Communications, Advertising, Marketing, Marketing Strategy, Online Advertising, Digital Media, Product Launch, Entertainment, Product Management, Online Marketing, Mobile Marketing, Mobile Devices, Strategic Partnerships, Business Development, Media Planning, Start-ups, Lead Generation, Cross-functional Team..., Public Relations, Social Media, Market Planning, Brand Awareness, Digital Strategy, New Business Development, Management, Leadership, Sales, Marketing Management, P&L Management, Competitive Analysis
Education
Southern Methodist University 1995 — 1999
BS, BUSINESS ADMINISTRATION; Marketing
Southern Methodist University
Katie Novak's Wells Fargo Experience September 2015 - Present
Job Entrepreneur, Finance, Management
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Bank of America October 2014 - March 2015
Casey Professional Consultants August 2013 - December 2013
Liberty Savings Bank - Hyde Park 2012 - 2013
Skills
Loans, Credit, Customer Service, Microsoft Office, PowerPoint, Public Speaking, Social Media, Event Planning, Social Networking, Strategic Planning, Microsoft Word, Sales
Education
University of South Florida 2015 — 2016
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
University of South Florida 2012 — 2014
Bachelor of Applied Science (BASc), Finance, General
Southern Methodist University 2007 — 2010
N/A, Engineering
Wells Fargo September 2015 - Present
Bank of America October 2014 - March 2015
Casey Professional Consultants August 2013 - December 2013
Liberty Savings Bank - Hyde Park 2012 - 2013
Skills
Loans, Credit, Customer Service, Microsoft Office, PowerPoint, Public Speaking, Social Media, Event Planning, Social Networking, Strategic Planning, Microsoft Word, Sales
Education
University of South Florida 2015 — 2016
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
University of South Florida 2012 — 2014
Bachelor of Applied Science (BASc), Finance, General
Southern Methodist University 2007 — 2010
N/A, Engineering
Tim Murray Tim Murray's Wells Fargo Experience July 1984 - September 2005
Job Managing Director at GSO Capital Partners
Industry Financial Services
Experience
GSO Capital Partners December 2011 - December 2014
Guggenheim Partners September 2005 - December 2011
Wells Fargo July 1984 - September 2005
ARCO Oil and Gas Company 1979 - 1984
Education
Southern Methodist University 1982 — 1984
Master of Business Administration (MBA), Finance, General
Texas A&M University 1974 — 1978
Bachelor of Science (B.S.), Chemical Engineering
GSO Capital Partners December 2011 - December 2014
Guggenheim Partners September 2005 - December 2011
Wells Fargo July 1984 - September 2005
ARCO Oil and Gas Company 1979 - 1984
Education
Southern Methodist University 1982 — 1984
Master of Business Administration (MBA), Finance, General
Texas A&M University 1974 — 1978
Bachelor of Science (B.S.), Chemical Engineering
Oraldio Odie Ozuna's Wells Fargo Experience 1996 - 2000
Job Business Development Analyst at GM Financial
Industry Banking
Experience
GM Financial 2013 - Present
First Financial Bankshares, Inc. 2012 - 2013
Texas Trust Credit Union 2007 - 2012
Convergence Homes 2006 - 2007
Citizens National Bank 2005 - 2006
First Horizon Home Loans 2000 - 2005
Wells Fargo 1996 - 2000
JPMorgan Chase 1993 - 1996
Skills
Business Development, Financial Analysis, Marketing Strategy, Relationship Management, Credit Analysis, Sales Management, Employee Training, Loan Origination, Sales Presentations, Leadership, Lead Generation, Sales Promotion, Negotiation, Key Account Management, Financial Accounting, Forecasting, Budgets, Portfolio Management, Collections, Compliance, Loan Review, Interim Construction, Homebuilding, Contractors, Custom Remodeling, Management, Loans, Underwriting, Financial Services
Education
Southern Methodist University 2008 — 2011
Banking and Finance, Southwest Graduate School of Banking
The University of Texas at Arlington 1989 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
GM Financial 2013 - Present
First Financial Bankshares, Inc. 2012 - 2013
Texas Trust Credit Union 2007 - 2012
Convergence Homes 2006 - 2007
Citizens National Bank 2005 - 2006
First Horizon Home Loans 2000 - 2005
Wells Fargo 1996 - 2000
JPMorgan Chase 1993 - 1996
Skills
Business Development, Financial Analysis, Marketing Strategy, Relationship Management, Credit Analysis, Sales Management, Employee Training, Loan Origination, Sales Presentations, Leadership, Lead Generation, Sales Promotion, Negotiation, Key Account Management, Financial Accounting, Forecasting, Budgets, Portfolio Management, Collections, Compliance, Loan Review, Interim Construction, Homebuilding, Contractors, Custom Remodeling, Management, Loans, Underwriting, Financial Services
Education
Southern Methodist University 2008 — 2011
Banking and Finance, Southwest Graduate School of Banking
The University of Texas at Arlington 1989 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
REBECCA LADNER REBECCA LADNER's Wells Fargo Experience April 2012 - Present
Job personal banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2012 - Present
Skills
Banking, Credit
Education
Southern Methodist University 2000 — 2004
Bachelor's Degree
Wells Fargo April 2012 - Present
Skills
Banking, Credit
Education
Southern Methodist University 2000 — 2004
Bachelor's Degree
Nadeem Monga Nadeem Monga's Wells Fargo Experience July 2012 - May 2014
Job Analytics at Fannie Mae
Industry Financial Services
Experience
Fannie Mae September 2014 - Present
Wells Fargo July 2012 - May 2014
CoCard Forney December 2011 - April 2012
Chase September 2010 - October 2011
Clear Unicorp January 2010 - June 2010
U.S. Alliance December 2008 - April 2009
Dot Communications and Electrical Supply July 2008 - August 2008
AT&T July 2004 - January 2007
Skills
Strategy, Analysis, CRM, Financial Analysis, Management, Data Analysis, Finance, Business Development, Financial Reporting, Portfolio Management, Auditing, Marketing, Account Management, Sales, Marketing Strategy, Investments, Databases, Internal Audit, Negotiation, Valuation
Education
Southern Methodist University 2007 — 2008
Bachelor of Science (B.S.), Economics with Financial Applications
Fannie Mae September 2014 - Present
Wells Fargo July 2012 - May 2014
CoCard Forney December 2011 - April 2012
Chase September 2010 - October 2011
Clear Unicorp January 2010 - June 2010
U.S. Alliance December 2008 - April 2009
Dot Communications and Electrical Supply July 2008 - August 2008
AT&T July 2004 - January 2007
Skills
Strategy, Analysis, CRM, Financial Analysis, Management, Data Analysis, Finance, Business Development, Financial Reporting, Portfolio Management, Auditing, Marketing, Account Management, Sales, Marketing Strategy, Investments, Databases, Internal Audit, Negotiation, Valuation
Education
Southern Methodist University 2007 — 2008
Bachelor of Science (B.S.), Economics with Financial Applications
Tony LaRose Tony LaRose's Wells Fargo Experience May 2013 - August 2013
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan September 2015 - Present
Cowen and Company July 2014 - August 2015
LP Analyst September 2013 - November 2013
Wells Fargo May 2013 - August 2013
Procter & Gamble May 2012 - August 2012
D. Miller & Associates, P.L.L.C. May 2011 - August 2011
Skills
Finance, Market Research, Valuation, PowerPoint, Microsoft Excel, Financial Modeling, Accounting, Microsoft Word, Microsoft Office, Social Media, Financial Analysis, Research, Public Speaking, Customer Service, Teamwork, Capital Markets
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.8 / 4.0
Klein High School 2006 — 2010
J.P. Morgan September 2015 - Present
Cowen and Company July 2014 - August 2015
LP Analyst September 2013 - November 2013
Wells Fargo May 2013 - August 2013
Procter & Gamble May 2012 - August 2012
D. Miller & Associates, P.L.L.C. May 2011 - August 2011
Skills
Finance, Market Research, Valuation, PowerPoint, Microsoft Excel, Financial Modeling, Accounting, Microsoft Word, Microsoft Office, Social Media, Financial Analysis, Research, Public Speaking, Customer Service, Teamwork, Capital Markets
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.8 / 4.0
Klein High School 2006 — 2010
Alan Wray Alan Wray's Wells Fargo Experience November 2013 - Present
Job Managing Director at Wells Fargo
Industry
Experience
Wells Fargo November 2013 - Present
Wells Fargo July 2009 - October 2013
Wells Fargo July 1999 - July 2009
Wells Fargo April 1990 - July 1999
Education
Southern Methodist University - Cox School of Business 1989 — 1990
Master of Business Administration (MBA), Accounting and Finance
Wichita State University 1985 — 1988
Bachelor of Business Administration (BBA), Accounting and Finance
Wells Fargo November 2013 - Present
Wells Fargo July 2009 - October 2013
Wells Fargo July 1999 - July 2009
Wells Fargo April 1990 - July 1999
Education
Southern Methodist University - Cox School of Business 1989 — 1990
Master of Business Administration (MBA), Accounting and Finance
Wichita State University 1985 — 1988
Bachelor of Business Administration (BBA), Accounting and Finance
Christina Rodgers Christina Rodgers's Wells Fargo Experience August 2012 - December 2014
Job Community Leader and Private Banker at Frost Bank
Industry
Experience
Frost Bank June 2015 - Present
Wells Fargo August 2012 - December 2014
J.P. Morgan February 2009 - August 2012
J.P. Morgan January 2007 - February 2009
SmithBarney May 2006 - August 2006
Skills
Wealth Management, Private Banking, Credit Analysis, Commercial Lending, Relationship Management, Mortgage Lending, Asset Allocation, Series 7, Investments, Portfolio Management, Commercial Banking, Loans, Equities, Banking, Credit, Financial Analysis
Education
Southern Methodist University 2003 — 2007
Bachelor of Arts (B.A.), Spanish, Cum Laude
Southern Methodist University - Cox School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
All Saints' Episcopal School
Frost Bank June 2015 - Present
Wells Fargo August 2012 - December 2014
J.P. Morgan February 2009 - August 2012
J.P. Morgan January 2007 - February 2009
SmithBarney May 2006 - August 2006
Skills
Wealth Management, Private Banking, Credit Analysis, Commercial Lending, Relationship Management, Mortgage Lending, Asset Allocation, Series 7, Investments, Portfolio Management, Commercial Banking, Loans, Equities, Banking, Credit, Financial Analysis
Education
Southern Methodist University 2003 — 2007
Bachelor of Arts (B.A.), Spanish, Cum Laude
Southern Methodist University - Cox School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
All Saints' Episcopal School
Michelle Petty Michelle Petty's Wells Fargo Experience April 2004 - July 2006
Job Banker Assistant II at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank September 2012 - Present
Regions Financial Corporation September 2006 - September 2012
Wells Fargo April 2004 - July 2006
Skills
Banking, Commercial Banking, Loans, Credit, Cross Selling, Sales, Commercial Lending, Mortgage Lending, Customer Service, Retail Banking, Credit Analysis, Small Business Lending, Lines Of Credit, Consumer Lending, Internet Banking, Payments, Analysis, Cash Management, Insurance, Loan Origination, Treasury Management, Underwriting, Deposits, Credit Cards, Financial Services, Treasury Services, Relationship Management, Portfolio Management, Investments, Commercial Mortgages, Risk Management, Strategic Financial..., Credit Risk, Financial Risk, Branch Management, Refinance, Finance, Leadership, Wealth Management, Branch Banking, Merchant Services, Financial Analysis, Mortgage Banking
Education
Southern Methodist University 1989 — 1993
Bachelor of Science (BS), Economics w/Financial Applications
First Citizens Bank September 2012 - Present
Regions Financial Corporation September 2006 - September 2012
Wells Fargo April 2004 - July 2006
Skills
Banking, Commercial Banking, Loans, Credit, Cross Selling, Sales, Commercial Lending, Mortgage Lending, Customer Service, Retail Banking, Credit Analysis, Small Business Lending, Lines Of Credit, Consumer Lending, Internet Banking, Payments, Analysis, Cash Management, Insurance, Loan Origination, Treasury Management, Underwriting, Deposits, Credit Cards, Financial Services, Treasury Services, Relationship Management, Portfolio Management, Investments, Commercial Mortgages, Risk Management, Strategic Financial..., Credit Risk, Financial Risk, Branch Management, Refinance, Finance, Leadership, Wealth Management, Branch Banking, Merchant Services, Financial Analysis, Mortgage Banking
Education
Southern Methodist University 1989 — 1993
Bachelor of Science (BS), Economics w/Financial Applications
Jonathan Hawks's Wells Fargo Experience September 2011 - April 2012
Job Service Executive at Ontario Reign
Industry Sports
Experience
Ontario Reign June 2015 - Present
Ontario Reign January 2015 - June 2015
Ontario Reign July 2014 - January 2015
Los Angeles Dodgers March 2014 - October 2014
Leitner, Zander & Co. April 2013 - July 2013
David Weise and Associates April 2012 - May 2013
Wells Fargo September 2011 - April 2012
SDI Media August 2008 - September 2011
Skills
Sports, Customer Service, Management, Account Management, Sports Management, Social Media, Event Management, Teamwork, Ticket Sales, Customer Retention, CRM, Team Management, Stadiums, Sales Prospecting, Client Service Oriented, Premium Seating, Staff Management, Guest Recovery, Baseball, Ice Hockey, Inside Sales, Archtics Ticketing..., Social Networking, Event Planning
Education
University of San Francisco 2014 — 2016
Master of Arts (M.A.), Sport Management
Southern Methodist University 2003 — 2007
Bachelor of Arts (B.A.), Cinematography and Film/Video Production
Valley High School - West Des Moines, Iowa 1999 — 2003
Ontario Reign June 2015 - Present
Ontario Reign January 2015 - June 2015
Ontario Reign July 2014 - January 2015
Los Angeles Dodgers March 2014 - October 2014
Leitner, Zander & Co. April 2013 - July 2013
David Weise and Associates April 2012 - May 2013
Wells Fargo September 2011 - April 2012
SDI Media August 2008 - September 2011
Skills
Sports, Customer Service, Management, Account Management, Sports Management, Social Media, Event Management, Teamwork, Ticket Sales, Customer Retention, CRM, Team Management, Stadiums, Sales Prospecting, Client Service Oriented, Premium Seating, Staff Management, Guest Recovery, Baseball, Ice Hockey, Inside Sales, Archtics Ticketing..., Social Networking, Event Planning
Education
University of San Francisco 2014 — 2016
Master of Arts (M.A.), Sport Management
Southern Methodist University 2003 — 2007
Bachelor of Arts (B.A.), Cinematography and Film/Video Production
Valley High School - West Des Moines, Iowa 1999 — 2003
Wayne Davey Wayne Davey's Wells Fargo Experience April 2014 - February 2015
Job Retail Account Executive
Industry Real Estate
Experience
PennyMac Loan Services, LLC March 2015 - Present
Wells Fargo April 2014 - February 2015
Bank of America January 2009 - February 2014
Bank of America January 2011 - March 2013
Colonial Bank August 2008 - February 2009
Bank of America January 2005 - August 2008
Skills
Microsoft Office, Organization, Time Management, Oral & Written..., Sales, Research, Adobe, FHA financing, Residential Mortgages, Computer Proficiency, Finance, Portfolio Management, Credit, Mortgage Lending, Loans, Banking, Customer Service
Education
Southern Methodist University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
PennyMac Loan Services, LLC March 2015 - Present
Wells Fargo April 2014 - February 2015
Bank of America January 2009 - February 2014
Bank of America January 2011 - March 2013
Colonial Bank August 2008 - February 2009
Bank of America January 2005 - August 2008
Skills
Microsoft Office, Organization, Time Management, Oral & Written..., Sales, Research, Adobe, FHA financing, Residential Mortgages, Computer Proficiency, Finance, Portfolio Management, Credit, Mortgage Lending, Loans, Banking, Customer Service
Education
Southern Methodist University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Britney Jackson Britney Jackson's Wells Fargo Experience October 2011 - November 2012
Job Senior Branch Teller at Logix Federal Credit Union
Industry Banking
Experience
Logix Federal Credit Union March 2015 - Present
Logix Federal Credit Union November 2012 - Present
Wells Fargo October 2011 - November 2012
Office Depot 2008 - March 2012
Skills
Banking, Management, Leadership, Customer Service, Team Building, Sales, Loans, Retail Banking, Microsoft Office, Consumer Lending, Cross Selling, Outlook
Education
Southern New Hampshire University 2014 — 2015
Bachelor of Business Administration (BBA)
Moorpark College 2010 — 2014
Biotechnology
Logix Federal Credit Union March 2015 - Present
Logix Federal Credit Union November 2012 - Present
Wells Fargo October 2011 - November 2012
Office Depot 2008 - March 2012
Skills
Banking, Management, Leadership, Customer Service, Team Building, Sales, Loans, Retail Banking, Microsoft Office, Consumer Lending, Cross Selling, Outlook
Education
Southern New Hampshire University 2014 — 2015
Bachelor of Business Administration (BBA)
Moorpark College 2010 — 2014
Biotechnology
Jeffrey M. Hammond Jeffrey M. Hammond's Wells Fargo Experience July 2015 - Present
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Encore Enterprises March 2014 - July 2014
L&B Realty Advisors, LLP October 2013 - February 2014
Royal Bank of Scotland June 2013 - July 2013
Leon Capital Group September 2012 - March 2013
Alidade Capital, LLC August 2012 - September 2012
Flagstar Bank June 2006 - June 2009
Skills
Real Estate, Investment Properties, Real Estate Development, Private Equity, Investments, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Microsoft Excel, Financial Modeling, Argus Modeling, Finance, Real Estate Economics, Asset Management, Location Intelligence, Acquisitions, Due Diligence, Financial Analysis, Portfolio Management, Disposition, Real Estate Private..., Entrepreneurship, Valuation, Microsoft Office, Microsoft Word, PowerPoint
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Master of Science (M.S.), Finance
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Real Estate Finance
Wells Fargo July 2015 - Present
Encore Enterprises March 2014 - July 2014
L&B Realty Advisors, LLP October 2013 - February 2014
Royal Bank of Scotland June 2013 - July 2013
Leon Capital Group September 2012 - March 2013
Alidade Capital, LLC August 2012 - September 2012
Flagstar Bank June 2006 - June 2009
Skills
Real Estate, Investment Properties, Real Estate Development, Private Equity, Investments, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Microsoft Excel, Financial Modeling, Argus Modeling, Finance, Real Estate Economics, Asset Management, Location Intelligence, Acquisitions, Due Diligence, Financial Analysis, Portfolio Management, Disposition, Real Estate Private..., Entrepreneurship, Valuation, Microsoft Office, Microsoft Word, PowerPoint
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Master of Science (M.S.), Finance
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Real Estate Finance
Stephanie Mayoral, CRPC® Stephanie Mayoral, CRPC®'s Wells Fargo Experience June 2006 - September 2007
Job Financial Advisor at Lof Lopez & Associates
Industry Financial Services
Experience
Lof Lopez & Associates September 2010 - Present
Ameriprise Financial Services, Inc. December 2009 - September 2010
Chase September 2007 - November 2009
Wells Fargo June 2006 - September 2007
Skills
Securities, Financial Planning, Finance, Series 7, Investments, Series 63, CRPC, Arizona Life Insurance, Retirement Planning, Series 6, Series 66, Retail Banking, Customer Service, Management, Banking, Sales, Leadership, Strategic Planning
Education
Southern New Hampshire University
Finance, General
Lof Lopez & Associates September 2010 - Present
Ameriprise Financial Services, Inc. December 2009 - September 2010
Chase September 2007 - November 2009
Wells Fargo June 2006 - September 2007
Skills
Securities, Financial Planning, Finance, Series 7, Investments, Series 63, CRPC, Arizona Life Insurance, Retirement Planning, Series 6, Series 66, Retail Banking, Customer Service, Management, Banking, Sales, Leadership, Strategic Planning
Education
Southern New Hampshire University
Finance, General
Devin Kyles's Wells Fargo Experience November 2010 - September 2012
Job Data Analyst
Industry Hospital & Health Care
Experience
Coventry Health Care, an Aetna Company January 2015 - Present
Mercer September 2013 - July 2014
HMS October 2012 - September 2013
Wells Fargo November 2010 - September 2012
The Broadlane Group May 2010 - October 2010
Skills
Data Analysis, Process Improvement, Visio, Requirements Gathering, Business Process..., Access, Requirements Analysis, Analysis, Analytics, Testing, SQL, Healthcare Information..., Systems Analysis, Six Sigma, Human Resources, Project Management, Databases, Leadership, Customer Service
Education
Southern Methodist University 2007 — 2011
Bachelor of Science (BS), Engineering/Industrial Management
Coventry Health Care, an Aetna Company January 2015 - Present
Mercer September 2013 - July 2014
HMS October 2012 - September 2013
Wells Fargo November 2010 - September 2012
The Broadlane Group May 2010 - October 2010
Skills
Data Analysis, Process Improvement, Visio, Requirements Gathering, Business Process..., Access, Requirements Analysis, Analysis, Analytics, Testing, SQL, Healthcare Information..., Systems Analysis, Six Sigma, Human Resources, Project Management, Databases, Leadership, Customer Service
Education
Southern Methodist University 2007 — 2011
Bachelor of Science (BS), Engineering/Industrial Management
Bryan Milner's Wells Fargo Experience August 2005 - Present
Job Director at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance March 2006 - Present
Wells Fargo August 2005 - Present
Wells Fargo July 2004 - Present
Southern Methodist University May 2004 - June 2004
Mary Kay Inc. August 2000 - July 2002
Skills
Loan Origination, Commercial Banking, Commercial Lending, Financial Analysis, Training, Finance, Portfolio Management, Underwriting, Credit, Credit Analysis, Loans, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Banking, Asset Based Lending
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance, Accounting
University of North Texas 1999 — 2000
BBA, Finance
The University of Texas at Austin 1990 — 1993
Wells Fargo Capital Finance March 2006 - Present
Wells Fargo August 2005 - Present
Wells Fargo July 2004 - Present
Southern Methodist University May 2004 - June 2004
Mary Kay Inc. August 2000 - July 2002
Skills
Loan Origination, Commercial Banking, Commercial Lending, Financial Analysis, Training, Finance, Portfolio Management, Underwriting, Credit, Credit Analysis, Loans, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Banking, Asset Based Lending
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance, Accounting
University of North Texas 1999 — 2000
BBA, Finance
The University of Texas at Austin 1990 — 1993
Matthew Infante, PMP Matthew Infante, PMP's Wells Fargo Experience December 2009 - July 2011
Job Project Manager
Industry Information Technology and Services
Experience
FAST Technology August 2015 - Present
CGI July 2011 - August 2015
Wells Fargo December 2009 - July 2011
SB Nation September 2006 - July 2011
Transcarbon International July 2009 - September 2009
Skills
PMP, Software Development, Project Management, Management, SDLC, Consulting, Vendor Management, Leadership, Business Analysis, Program Management, Integration, Business Intelligence, Process Improvement
Education
Southern New Hampshire University 2006 — 2008
M.B.A., Business Administration w/ concentration in Global Studies, 3.8
Southern New Hampshire University 2002 — 2006
Bachelor of Science, Sport Management
FAST Technology August 2015 - Present
CGI July 2011 - August 2015
Wells Fargo December 2009 - July 2011
SB Nation September 2006 - July 2011
Transcarbon International July 2009 - September 2009
Skills
PMP, Software Development, Project Management, Management, SDLC, Consulting, Vendor Management, Leadership, Business Analysis, Program Management, Integration, Business Intelligence, Process Improvement
Education
Southern New Hampshire University 2006 — 2008
M.B.A., Business Administration w/ concentration in Global Studies, 3.8
Southern New Hampshire University 2002 — 2006
Bachelor of Science, Sport Management
Tom Barker Tom Barker's Wells Fargo Experience 2008 - 2009
Job Property Specialist
Industry Real Estate
Experience
Sensible Property Results LLC June 2012 - Present
Bank of America Home Loans June 2014 - July 2015
Schaefer Mortgage 2010 - 2013
PHH Mortgage August 2009 - April 2010
Wells Fargo 2008 - 2009
GMAC Mortgage 1998 - 2008
Skills
Home, Sellers, First Time Home Buyers, FHA, Mortgage Lending, Refinance, Finance, Mortgage Banking, Investment Properties, VA loans, Short Sales, Real Estate
Education
Southern New Hampshire University
BS, Business Management
Xaverian Bros. HS
Sensible Property Results LLC June 2012 - Present
Bank of America Home Loans June 2014 - July 2015
Schaefer Mortgage 2010 - 2013
PHH Mortgage August 2009 - April 2010
Wells Fargo 2008 - 2009
GMAC Mortgage 1998 - 2008
Skills
Home, Sellers, First Time Home Buyers, FHA, Mortgage Lending, Refinance, Finance, Mortgage Banking, Investment Properties, VA loans, Short Sales, Real Estate
Education
Southern New Hampshire University
BS, Business Management
Xaverian Bros. HS
Jillian Odell Jillian Odell's Wells Fargo Experience August 2007 - December 2007
Job Finance & Administration Professional
Industry Higher Education
Experience
Harvard University January 2015 - June 2015
Higher Ed Live September 2010 - December 2012
Southern New Hampshire University January 2012 - May 2012
University of California, Los Angeles December 2007 - August 2011
Wells Fargo August 2007 - December 2007
JKO, CPA - Rosemont Financial January 2007 - May 2007
Skills
Project Management, Meeting & Event Planning, Social Media, Marketing Communications, Higher Education, Business, Customer Service, Human Resources, Financial Analysis, Financial Reporting, Organizational Behavior, Marketing, Budgets, Management, Time Management, Account Management, Analysis
Education
Southern New Hampshire University 2012 — 2014
M.B.A., Business Administration and Management, General
University of California, Los Angeles 2011 — 2011
Extension Classes, Project Management
The College of Saint Rose 2003 — 2007
Bachelor of Arts, Public Communications
Oxford High School 1999 — 2003
Diploma
Harvard University January 2015 - June 2015
Higher Ed Live September 2010 - December 2012
Southern New Hampshire University January 2012 - May 2012
University of California, Los Angeles December 2007 - August 2011
Wells Fargo August 2007 - December 2007
JKO, CPA - Rosemont Financial January 2007 - May 2007
Skills
Project Management, Meeting & Event Planning, Social Media, Marketing Communications, Higher Education, Business, Customer Service, Human Resources, Financial Analysis, Financial Reporting, Organizational Behavior, Marketing, Budgets, Management, Time Management, Account Management, Analysis
Education
Southern New Hampshire University 2012 — 2014
M.B.A., Business Administration and Management, General
University of California, Los Angeles 2011 — 2011
Extension Classes, Project Management
The College of Saint Rose 2003 — 2007
Bachelor of Arts, Public Communications
Oxford High School 1999 — 2003
Diploma
Sylvan Schwartz's Wells Fargo Experience 2005 - 2010
Job Financial Representative at Wealth Design Group
Industry Hospital & Health Care
Experience
Wealth Design Group March 2015 - Present
Medifr May 2013 - December 2014
Whitney Bank August 2010 - September 2012
Wells Fargo 2005 - 2010
Wells Fargo 2004 - 2005
Skills
New Business Development, Cross Selling, Portfolio Management, Credit Analysis, Credit, Finance, Commercial Banking, Management, Leadership, Relationship Management, Treasury Management, Financial Services, Analysis, Banking, Commercial Lending, Loans, Sales, Financial Analysis, Small Business Lending, Wealth Management, Healthcare, Sales Operations, Team Building, Customer Service, Business Development
Education
University of St. Thomas (TX) 2000 — 2002
MBA, Finance, 3.95
Southern Methodist University 1995 — 1999
BBA, Finance, 3.3
Wealth Design Group March 2015 - Present
Medifr May 2013 - December 2014
Whitney Bank August 2010 - September 2012
Wells Fargo 2005 - 2010
Wells Fargo 2004 - 2005
Skills
New Business Development, Cross Selling, Portfolio Management, Credit Analysis, Credit, Finance, Commercial Banking, Management, Leadership, Relationship Management, Treasury Management, Financial Services, Analysis, Banking, Commercial Lending, Loans, Sales, Financial Analysis, Small Business Lending, Wealth Management, Healthcare, Sales Operations, Team Building, Customer Service, Business Development
Education
University of St. Thomas (TX) 2000 — 2002
MBA, Finance, 3.95
Southern Methodist University 1995 — 1999
BBA, Finance, 3.3
David Dodd David Dodd's Wells Fargo Experience August 2013 - Present
Job Managing Director at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2013 - Present
BNP Paribas May 1997 - July 2013
Credit Agricole December 1990 - May 1997
First Republic Bank/Bank of America September 1987 - December 1990
Halliburton May 1985 - May 1986
Skills
Energy, Oil, Banking, Private Equity, Mergers
Education
SMU 1986 — 1987
MBA, Finance & Accounting
The University of Texas at Austin 1981 — 1985
BS, Petroleum Engineering
Wells Fargo August 2013 - Present
BNP Paribas May 1997 - July 2013
Credit Agricole December 1990 - May 1997
First Republic Bank/Bank of America September 1987 - December 1990
Halliburton May 1985 - May 1986
Skills
Energy, Oil, Banking, Private Equity, Mergers
Education
SMU 1986 — 1987
MBA, Finance & Accounting
The University of Texas at Austin 1981 — 1985
BS, Petroleum Engineering
Gregory Reel Gregory Reel's Wells Fargo Experience 1995 - March 2008
Job Principal and Owner, Human Capital Management Consultants, LLC
Industry Human Resources
Experience
Human Capital Management Consultants, LLC March 2008 - Present
Wells Fargo 1995 - March 2008
General Electric 1985 - 1995
Skills
Organizational..., Leadership Development, Succession Planning, Talent Management, Executive Coaching, Organizational Design, Employee Engagement, Performance Management, Change Management, Organizational..., Workforce Planning, Coaching, Human Resources, Strategic Planning, Personnel Management, Leadership, Management, Training, Employee Relations, Strategy, Mergers & Acquisitions, HR Consulting
Education
Southern Methodist University
None
Texas Tech University
Bachelor of Science (BS)
University of Arizona
None
Yale University
None
Human Capital Management Consultants, LLC March 2008 - Present
Wells Fargo 1995 - March 2008
General Electric 1985 - 1995
Skills
Organizational..., Leadership Development, Succession Planning, Talent Management, Executive Coaching, Organizational Design, Employee Engagement, Performance Management, Change Management, Organizational..., Workforce Planning, Coaching, Human Resources, Strategic Planning, Personnel Management, Leadership, Management, Training, Employee Relations, Strategy, Mergers & Acquisitions, HR Consulting
Education
Southern Methodist University
None
Texas Tech University
Bachelor of Science (BS)
University of Arizona
None
Yale University
None
Avita Barnes's Wells Fargo Experience June 2014 - Present
Job Business Analyst / Quality Assurance Analyst / Project Coordinator
Industry Information Technology and Services
Experience
Wells Fargo June 2014 - Present
Technology Partners, Inc. (dba IMAGINE Software) May 2014 - June 2014
Bank of America June 2013 - May 2014
Wells Fargo August 2011 - May 2013
Skills
Analysis, Microsoft Excel, SDLC, SharePoint, Quality Assurance, Microsoft Office, Microsoft Word, Requirements Gathering, Access, Testing, Requirements Analysis, Microsoft Office..., Data Analysis, Outlook, CompTIA A+ Essentials, Waterfall, Database Concepts, Lean Six Sigma, Project Coordination, Project Governance, Data Entry, Business Requirements, Database Design, Software Documentation, User Acceptance Testing, Test Planning, Regression Testing, Quality Center, Agile Methodologies, Business Analysis, Process Improvement, Customer Service, Information Technology, Microsoft SQL Server, T-SQL
Education
Southern New Hampshire University 2012 — 2015
Bachelor of Science (BS), BST Computer Information Technology, 3.78
Wells Fargo June 2014 - Present
Technology Partners, Inc. (dba IMAGINE Software) May 2014 - June 2014
Bank of America June 2013 - May 2014
Wells Fargo August 2011 - May 2013
Skills
Analysis, Microsoft Excel, SDLC, SharePoint, Quality Assurance, Microsoft Office, Microsoft Word, Requirements Gathering, Access, Testing, Requirements Analysis, Microsoft Office..., Data Analysis, Outlook, CompTIA A+ Essentials, Waterfall, Database Concepts, Lean Six Sigma, Project Coordination, Project Governance, Data Entry, Business Requirements, Database Design, Software Documentation, User Acceptance Testing, Test Planning, Regression Testing, Quality Center, Agile Methodologies, Business Analysis, Process Improvement, Customer Service, Information Technology, Microsoft SQL Server, T-SQL
Education
Southern New Hampshire University 2012 — 2015
Bachelor of Science (BS), BST Computer Information Technology, 3.78
Michael S. Lang Michael S. Lang's Wells Fargo Experience April 2013 - November 2014
Job Licensed Agent with Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
Wells Fargo April 2013 - November 2014
Civil Design, Inc. August 2006 - May 2011
Civil Design, Inc. August 2005 - May 2011
Skills
Investment Advisory, Securities License, Microsoft Excel, ArcGIS, Civil Engineering, LEED AP
Education
Southern Illinois University, Edwardsville 2003 — 2006
Bachelor's degree, Civil Engineering
Wells Fargo Advisors November 2014 - Present
Wells Fargo April 2013 - November 2014
Civil Design, Inc. August 2006 - May 2011
Civil Design, Inc. August 2005 - May 2011
Skills
Investment Advisory, Securities License, Microsoft Excel, ArcGIS, Civil Engineering, LEED AP
Education
Southern Illinois University, Edwardsville 2003 — 2006
Bachelor's degree, Civil Engineering
Mayor Allen Owen Mayor Allen Owen's Wells Fargo Experience October 1972 - July 2012
Job Lifetime VicePresident and Board Member at Houston Livestock Show & Rodeo
Industry Political Organization
Experience
City of Missouri City, Texas May 1994 - Present
Wells Fargo October 1972 - July 2012
City of Missouri City, Texas May 1986 - April 1994
Skills
Policy Analysis, Policy, Economic Development, Government, Public Policy, Public Administration, Community Development, Strategic Communications, Local Government, Political Campaigns, Community Outreach, Emergency Management, Organizational..., Nonprofits, Fundraising
Education
Marshall High School 1959 — 1962
Southern Methodist University
Graduate School of Banking & Finance
Stephen F. Austin State University
Bachelor of Science (B.S.), Health and Physical Education/Fitness
City of Missouri City, Texas May 1994 - Present
Wells Fargo October 1972 - July 2012
City of Missouri City, Texas May 1986 - April 1994
Skills
Policy Analysis, Policy, Economic Development, Government, Public Policy, Public Administration, Community Development, Strategic Communications, Local Government, Political Campaigns, Community Outreach, Emergency Management, Organizational..., Nonprofits, Fundraising
Education
Marshall High School 1959 — 1962
Southern Methodist University
Graduate School of Banking & Finance
Stephen F. Austin State University
Bachelor of Science (B.S.), Health and Physical Education/Fitness
Anton Skowronski Anton Skowronski's Wells Fargo Experience May 2003 - December 2006
Job UX/UI Designer at AT&T
Industry Internet
Experience
AT&T September 2014 - Present
Freelance Web Designer September 2013 - September 2014
1000Bulbs.com April 2010 - September 2013
Freelance September 2008 - July 2011
Match.com 2006 - August 2008
Wells Fargo May 2003 - December 2006
G2 Advertising December 2001 - January 2003
Skills
Flash, Art Direction, Web Design, User Experience, Email Marketing, Dreamweaver, E-commerce, Wordpress, Adobe Creative Suite, Visual Design, User Interface Design, Google Analytics, SEO, Photoshop, Advertising, Interactive Marketing, Interaction Design, Online Advertising, User Experience Design, Digital Strategy
Education
Southern Methodist University 1992 — 1997
BFA
AT&T September 2014 - Present
Freelance Web Designer September 2013 - September 2014
1000Bulbs.com April 2010 - September 2013
Freelance September 2008 - July 2011
Match.com 2006 - August 2008
Wells Fargo May 2003 - December 2006
G2 Advertising December 2001 - January 2003
Skills
Flash, Art Direction, Web Design, User Experience, Email Marketing, Dreamweaver, E-commerce, Wordpress, Adobe Creative Suite, Visual Design, User Interface Design, Google Analytics, SEO, Photoshop, Advertising, Interactive Marketing, Interaction Design, Online Advertising, User Experience Design, Digital Strategy
Education
Southern Methodist University 1992 — 1997
BFA
Arlene Carroll Arlene Carroll's Wells Fargo Experience July 1996 - April 2005
Job Senior Vice President at WestStar Bank
Industry Banking
Experience
WestStar Bank April 2011 - Present
Inter National Bank April 2005 - April 2011
Wells Fargo July 1996 - April 2005
Skills
Real Estate, C&I Lending, C&I, Owner Occupied, Real Estate Lending, Originating, Construction lending, Portfolio Management, Revolving Lines of..., Real Estate Transactions, Wealth Management..., Cash Management, Investment Properties, Treasury Management, Mortgage Banking, Loan Origination, Credit Risk, Real Estate Financing, Commercial Lending, Commercial Real Estate, Brokerage, Commercial Mortgages, Leases, Mortgage Lending, Strategic Financial..., Real Estate Development, SBA, Asset Based Lending
Education
Southern Methodist University 2014 — 2016
Graduate School of Banking
University of Texas at El Paso 1982 — 1987
Bachelor's degree, Finance, General
Austin High School
WestStar Bank April 2011 - Present
Inter National Bank April 2005 - April 2011
Wells Fargo July 1996 - April 2005
Skills
Real Estate, C&I Lending, C&I, Owner Occupied, Real Estate Lending, Originating, Construction lending, Portfolio Management, Revolving Lines of..., Real Estate Transactions, Wealth Management..., Cash Management, Investment Properties, Treasury Management, Mortgage Banking, Loan Origination, Credit Risk, Real Estate Financing, Commercial Lending, Commercial Real Estate, Brokerage, Commercial Mortgages, Leases, Mortgage Lending, Strategic Financial..., Real Estate Development, SBA, Asset Based Lending
Education
Southern Methodist University 2014 — 2016
Graduate School of Banking
University of Texas at El Paso 1982 — 1987
Bachelor's degree, Finance, General
Austin High School
Chantel Mandel Chantel Mandel's Wells Fargo Experience April 2007 - May 2008
Job Director, Public Policy & Communications at Bayer HealthCare
Industry Public Relations and Communications
Experience
Bayer HealthCare January 2012 - Present
Bayer HealthCare September 2010 - January 2012
Roberts Golden Consulting, Inc. February 2010 - September 2010
Pacific Gas & Electric May 2008 - July 2009
Wells Fargo April 2007 - May 2008
Federal Reserve Bank of San Francisco October 2005 - June 2007
Federal Reserve Bank of San Francisco September 2001 - September 2005
Federal Reserve Bank of San Francisco November 1995 - August 2001
Skills
Brand Management, Media Relations, Product Development, Project Management, Strategic Communications, Corporate Communications, Internal Communications, Marketing Communications, Communication Training, Change Management, Strategy, Marketing Strategy, Public Relations, Strategic Planning, Employee Training, Program Management, Leadership, Product Management
Education
Southern Methodist University
B.A., Public Relations
Bayer HealthCare January 2012 - Present
Bayer HealthCare September 2010 - January 2012
Roberts Golden Consulting, Inc. February 2010 - September 2010
Pacific Gas & Electric May 2008 - July 2009
Wells Fargo April 2007 - May 2008
Federal Reserve Bank of San Francisco October 2005 - June 2007
Federal Reserve Bank of San Francisco September 2001 - September 2005
Federal Reserve Bank of San Francisco November 1995 - August 2001
Skills
Brand Management, Media Relations, Product Development, Project Management, Strategic Communications, Corporate Communications, Internal Communications, Marketing Communications, Communication Training, Change Management, Strategy, Marketing Strategy, Public Relations, Strategic Planning, Employee Training, Program Management, Leadership, Product Management
Education
Southern Methodist University
B.A., Public Relations
Andrew Wykstra Andrew Wykstra's Wells Fargo Experience January 1996 - February 1999
Job Executive Vice President West Region Community Banking CEO, Commercial and Consumer segment at BBVA Compass
Industry Banking
Experience
BBVA Compass December 2014 - Present
BBVA Compass September 2010 - Present
BBVA Compass February 1999 - September 2010
Wells Fargo January 1996 - February 1999
Wells Fargo Bank February 1993 - December 1995
Wells Fargo Bank January 1990 - January 1993
Wells Fargo Bank June 1988 - December 1989
Skills
Loans, Banking, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Underwriting, Asset Based Lending, Small Business Lending, Lines Of Credit, Loan Origination, Deposits, Middle Market, Retail Banking, Treasury Management
Education
Southern Methodist University 1985 — 1988
BS, Economics/Finance
Poudre High School
BBVA Compass December 2014 - Present
BBVA Compass September 2010 - Present
BBVA Compass February 1999 - September 2010
Wells Fargo January 1996 - February 1999
Wells Fargo Bank February 1993 - December 1995
Wells Fargo Bank January 1990 - January 1993
Wells Fargo Bank June 1988 - December 1989
Skills
Loans, Banking, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Underwriting, Asset Based Lending, Small Business Lending, Lines Of Credit, Loan Origination, Deposits, Middle Market, Retail Banking, Treasury Management
Education
Southern Methodist University 1985 — 1988
BS, Economics/Finance
Poudre High School
Corinne Messina's Wells Fargo Experience Personal BankerWells FargoApril 2013 - Present
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo Personal BankerWells FargoApril 2013 - Present
CPI Corp. October 2008 - Present
Skills
Store Management, Loss Prevention, Visual Merchandising, Retail Sales, Driving Results, Store Operations, Multi-Unit Management, Merchandising, Multi-unit, Profit, Retail, New Store Openings, District Management, Fashion, Inventory Control, Shrinkage, Cashiering, Inventory Management, Customer Satisfaction, Planograms, POS, P&L, Management, Finance, Customer Service, Relationship Management, Time Management, Customer Experience, Leadership, Analysis, Training, Customer Retention, Sales, Coaching, Team Building, Microsoft Office, Microsoft Word, Employee Training, Banking, Teamwork, Operations Management, Outlook, Marketing Strategy, Sales Operations
Education
Southern New Hampshire University 2013 — 2018
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services, 4.0
Mahopac high school 2004 — 2007
Wells Fargo Personal BankerWells FargoApril 2013 - Present
CPI Corp. October 2008 - Present
Skills
Store Management, Loss Prevention, Visual Merchandising, Retail Sales, Driving Results, Store Operations, Multi-Unit Management, Merchandising, Multi-unit, Profit, Retail, New Store Openings, District Management, Fashion, Inventory Control, Shrinkage, Cashiering, Inventory Management, Customer Satisfaction, Planograms, POS, P&L, Management, Finance, Customer Service, Relationship Management, Time Management, Customer Experience, Leadership, Analysis, Training, Customer Retention, Sales, Coaching, Team Building, Microsoft Office, Microsoft Word, Employee Training, Banking, Teamwork, Operations Management, Outlook, Marketing Strategy, Sales Operations
Education
Southern New Hampshire University 2013 — 2018
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services, 4.0
Mahopac high school 2004 — 2007
Austin Prentice's Wells Fargo Experience June 2014 - August 2014
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi August 2014 - Present
Wells Fargo June 2014 - August 2014
Rosewood Private Investments January 2014 - April 2014
Romney for President May 2012 - December 2012
Southern Methodist University March 2011 - May 2012
Texans For Tom Leppert - Republican U.S. Senate Campaign March 2011 - May 2012
Skills
Politics, Public Speaking, Political Campaigns, Fundraising, Government, Political Science, Political Consulting, Policy Analysis, Leadership, Legislation, Strategic Consulting, Team Management, Strategic Communications, Problem Solving, Community Outreach, Nonprofits, Underwriting, Credit
Education
Southern Methodist University 2013 — 2017
Master of Business Administration (MBA), Energy Finance & Accounting
Southern Methodist University 2008 — 2012
B.A., Political Science
Citi August 2014 - Present
Wells Fargo June 2014 - August 2014
Rosewood Private Investments January 2014 - April 2014
Romney for President May 2012 - December 2012
Southern Methodist University March 2011 - May 2012
Texans For Tom Leppert - Republican U.S. Senate Campaign March 2011 - May 2012
Skills
Politics, Public Speaking, Political Campaigns, Fundraising, Government, Political Science, Political Consulting, Policy Analysis, Leadership, Legislation, Strategic Consulting, Team Management, Strategic Communications, Problem Solving, Community Outreach, Nonprofits, Underwriting, Credit
Education
Southern Methodist University 2013 — 2017
Master of Business Administration (MBA), Energy Finance & Accounting
Southern Methodist University 2008 — 2012
B.A., Political Science
Joey McCloskey's Wells Fargo Experience September 2013 - December 2013
Job MultiMillion Dollar Realtor at Exit Realty of the South
Industry Real Estate
Experience
Exit Realty of the South August 2008 - Present
Wells Fargo September 2013 - December 2013
EXIT Realty of the South 2008 - August 2013
Mariners Community Church 2007 - 2008
Young Life 2003 - 2007
Fellowship Bible Church Dallas 1999 - 2003
Skills
First Time Home Buyers, Sellers, New Home Sales, Relocation, Buyer Representation, Listings, Single Family Homes, Real Estate, Investment Properties, Residential Homes, Resale Homes, First Time Sellers, HUD, Foreclosures, National Association of...
Education
Trevecca Nazarene University
Management and Human Relations
Southern Methodist University
Exit Realty of the South August 2008 - Present
Wells Fargo September 2013 - December 2013
EXIT Realty of the South 2008 - August 2013
Mariners Community Church 2007 - 2008
Young Life 2003 - 2007
Fellowship Bible Church Dallas 1999 - 2003
Skills
First Time Home Buyers, Sellers, New Home Sales, Relocation, Buyer Representation, Listings, Single Family Homes, Real Estate, Investment Properties, Residential Homes, Resale Homes, First Time Sellers, HUD, Foreclosures, National Association of...
Education
Trevecca Nazarene University
Management and Human Relations
Southern Methodist University
Jill Thieleke Purcell Jill Thieleke Purcell's Wells Fargo Experience October 2010 - Present
Job Operational Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2010 - Present
Wells Fargo Financial June 2006 - October 2010
Protiviti February 2003 - June 2006
Pride International, Inc. 2003 - 2006
PricewaterhouseCoopers August 1998 - November 2002
Education
Southern Methodist University 1994 — 1998
Wells Fargo October 2010 - Present
Wells Fargo Financial June 2006 - October 2010
Protiviti February 2003 - June 2006
Pride International, Inc. 2003 - 2006
PricewaterhouseCoopers August 1998 - November 2002
Education
Southern Methodist University 1994 — 1998
Grant Sitler Grant Sitler's Wells Fargo Experience 1999 - 2004
Job Furniture store location manager
Industry Furniture
Experience
Steele's Furniture & Appliance September 2013 - Present
People's Bank of Deer Lodge October 2010 - June 2013
Ireland Bank May 2005 - March 2010
Wells Fargo 1999 - 2004
Skills
Loans, Credit, Branch Banking, Banking, Credit Analysis, Loan Origination
Education
Southern Methodist University 1981 — 1984
Western State College 1969 — 1973
BA, Business Admin
Steele's Furniture & Appliance September 2013 - Present
People's Bank of Deer Lodge October 2010 - June 2013
Ireland Bank May 2005 - March 2010
Wells Fargo 1999 - 2004
Skills
Loans, Credit, Branch Banking, Banking, Credit Analysis, Loan Origination
Education
Southern Methodist University 1981 — 1984
Western State College 1969 — 1973
BA, Business Admin
Kyle Hanson Kyle Hanson's Wells Fargo Experience January 2008 - July 2013
Job Vice President; Business Banking Manager
Industry Banking
Experience
Wells Fargo Bank 2003 - Present
Wells Fargo January 2008 - July 2013
First National Bank of Anchorage 2001 - 2003
Skills
Commercial Banking, Commercial Lending, Banking, Loans, Credit, Treasury Management, Leadership, Public Speaking, Sales Management..., Sales Coaching, Relationship Management, Credit Analysis, Small Business Lending, Risk Management, Financial Analysis, Portfolio Management, Cash Management, Loan Origination, Lines Of Credit, Commercial Mortgages, Consumer Lending, Retail Banking, Asset Based Lending, Commercial Real Estate, Management, Finance
Education
University of Washington 2013 — 2015
Pacific Coast Banking School
University of Alaska Anchorage 1997 — 2001
Bachelors of Business Administration, Finance
Southern Methodist University
Stonier Graduate School of Banking, American Bankers Association
Wells Fargo Bank 2003 - Present
Wells Fargo January 2008 - July 2013
First National Bank of Anchorage 2001 - 2003
Skills
Commercial Banking, Commercial Lending, Banking, Loans, Credit, Treasury Management, Leadership, Public Speaking, Sales Management..., Sales Coaching, Relationship Management, Credit Analysis, Small Business Lending, Risk Management, Financial Analysis, Portfolio Management, Cash Management, Loan Origination, Lines Of Credit, Commercial Mortgages, Consumer Lending, Retail Banking, Asset Based Lending, Commercial Real Estate, Management, Finance
Education
University of Washington 2013 — 2015
Pacific Coast Banking School
University of Alaska Anchorage 1997 — 2001
Bachelors of Business Administration, Finance
Southern Methodist University
Stonier Graduate School of Banking, American Bankers Association
JR Ortiz's Wells Fargo Experience February 2009 - July 2012
Job Director of Sales at J&S Audio Visual
Industry Hospitality
Experience
J&S Audio Visual December 2014 - Present
J&S Audio Visual August 2013 - December 2014
Farmers Insurance August 2012 - October 2014
Wells Fargo February 2009 - July 2012
Skills
Wealth Management, Retirement Planning, Mortgage Lending, Series 63, Mutual Funds, Investments, Investment Advisory, Asset Allocation, Portfolio Management, Series 6, Life & Health Insurance..., Finance, Series 7, Health Insurance, Small Business, Fixed Annuities, Credit Analysis, Insurance, Life Insurance, Loan Origination, Property & Casualty..., Disability Insurance, Risk Management, Long-term Care, Strategic Financial..., Credit, Residential Mortgages, Mortgage Banking, Refinance, Underwriting, Loans, Asset Management, Banking, Employee Benefits, Financial Analysis, Term Life Insurance, Relationship Management, Financial Modeling, Retirement, Management
Education
Southern Methodist University - Cox School of Business
Business Administration and Management, General
J&S Audio Visual December 2014 - Present
J&S Audio Visual August 2013 - December 2014
Farmers Insurance August 2012 - October 2014
Wells Fargo February 2009 - July 2012
Skills
Wealth Management, Retirement Planning, Mortgage Lending, Series 63, Mutual Funds, Investments, Investment Advisory, Asset Allocation, Portfolio Management, Series 6, Life & Health Insurance..., Finance, Series 7, Health Insurance, Small Business, Fixed Annuities, Credit Analysis, Insurance, Life Insurance, Loan Origination, Property & Casualty..., Disability Insurance, Risk Management, Long-term Care, Strategic Financial..., Credit, Residential Mortgages, Mortgage Banking, Refinance, Underwriting, Loans, Asset Management, Banking, Employee Benefits, Financial Analysis, Term Life Insurance, Relationship Management, Financial Modeling, Retirement, Management
Education
Southern Methodist University - Cox School of Business
Business Administration and Management, General
Marianne Carroll Marianne Carroll's Wells Fargo Experience February 2011 - February 2012
Job Student Inquiry Coordinator at Bridgepoint Education
Industry Education Management
Experience
Bridgepoint Education- Ashford University October 2012 - Present
Bridgepoint Education - Ashford University February 2012 - October 2012
Wells Fargo February 2011 - February 2012
The UPS Store May 2009 - December 2010
The UPS Store 2007 - 2009
Skills
Customer Service, Training, Leadership, Student Recruiting, Student Financial Aid, Marketing, Microsoft Excel, Customer Retention, Recruiting, QuickBooks, Admissions, Strategy, Fundraising, SAP, Social Media Marketing, Database Monitoring, Customer Service..., CRM databases, Negotiation, Leadership - Navigating..., Emotional Intelligence..., Identity Management, Team Effectiveness, Building Effective..., Conflict Prevention, Avaya Site..., Microsoft Operating..., Public Speaking
Education
University of the Rockies 2012 — 2014
Master of Arts (M.A.), Psychology - Organizational Leadership
Southern Illinois University, Edwardsville 2006 — 2010
Bachelor of Arts (B.A.), Spanish Language and Literature
Southern Illinois University, Edwardsville 2006 — 2009
Bachelor of Applied Science (BASc), Accounting
Bridgepoint Education- Ashford University October 2012 - Present
Bridgepoint Education - Ashford University February 2012 - October 2012
Wells Fargo February 2011 - February 2012
The UPS Store May 2009 - December 2010
The UPS Store 2007 - 2009
Skills
Customer Service, Training, Leadership, Student Recruiting, Student Financial Aid, Marketing, Microsoft Excel, Customer Retention, Recruiting, QuickBooks, Admissions, Strategy, Fundraising, SAP, Social Media Marketing, Database Monitoring, Customer Service..., CRM databases, Negotiation, Leadership - Navigating..., Emotional Intelligence..., Identity Management, Team Effectiveness, Building Effective..., Conflict Prevention, Avaya Site..., Microsoft Operating..., Public Speaking
Education
University of the Rockies 2012 — 2014
Master of Arts (M.A.), Psychology - Organizational Leadership
Southern Illinois University, Edwardsville 2006 — 2010
Bachelor of Arts (B.A.), Spanish Language and Literature
Southern Illinois University, Edwardsville 2006 — 2009
Bachelor of Applied Science (BASc), Accounting
David Mushimba David Mushimba's Wells Fargo Experience January 2011 - December 2012
Job Bank Technician at State Farm
Industry Accounting
Experience
State Farm January 2015 - Present
State Farm January 2012 - January 2015
Wells Fargo January 2011 - December 2012
Walmart October 2010 - March 2012
AutoZone March 2007 - June 2010
Skills
Microsoft Office, Quickbooks, Customer Service, SAP, Oracle, Peachtree, Inventory Management, Invoicing, Cost Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, General Ledger, Accounting, Business Planning, PowerPoint, Microsoft Excel, Strategic Planning, Data Entry, Team Building, Microsoft Word, Management, Time Management
Education
Southern New Hampshire University 2014 — 2016
Bachelor's degree, Accounting/Business, 3.6
INTERACTIVE COLLEGE OF TECHNOLOGY 2007 — 2010
Associate of Arts, Accounting, 4.0
State Farm January 2015 - Present
State Farm January 2012 - January 2015
Wells Fargo January 2011 - December 2012
Walmart October 2010 - March 2012
AutoZone March 2007 - June 2010
Skills
Microsoft Office, Quickbooks, Customer Service, SAP, Oracle, Peachtree, Inventory Management, Invoicing, Cost Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, General Ledger, Accounting, Business Planning, PowerPoint, Microsoft Excel, Strategic Planning, Data Entry, Team Building, Microsoft Word, Management, Time Management
Education
Southern New Hampshire University 2014 — 2016
Bachelor's degree, Accounting/Business, 3.6
INTERACTIVE COLLEGE OF TECHNOLOGY 2007 — 2010
Associate of Arts, Accounting, 4.0
Hutch Ice Hutch Ice's Wells Fargo Experience July 2015 - Present
Job Store Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo October 2013 - July 2015
Wells Fargo May 2012 - October 2013
Wells Fargo May 2011 - April 2012
Wells Fargo August 2009 - April 2011
Southern Methodist University August 2003 - August 2004
Skills
Sales, Banking, Data Analysis, Financial Analysis, Customer Service, Social Media, Diversity & Inclusion, Leadership Development, Team Leadership, Loans, Community Outreach, Credit, Research, Customer Satisfaction, Microsoft Office, Consumer Lending, Relationship Management, Marketing, Event Planning, Small Business Lending, Cash Management, Leading Development..., Management
Education
University of North Texas 2007 — 2009
Bachelor of Science, Psychology
Southern Methodist University 2003 — 2005
Bachelor of Arts, English
Texas Academy of Mathematics and Science 2001 — 2003
Wells Fargo July 2015 - Present
Wells Fargo October 2013 - July 2015
Wells Fargo May 2012 - October 2013
Wells Fargo May 2011 - April 2012
Wells Fargo August 2009 - April 2011
Southern Methodist University August 2003 - August 2004
Skills
Sales, Banking, Data Analysis, Financial Analysis, Customer Service, Social Media, Diversity & Inclusion, Leadership Development, Team Leadership, Loans, Community Outreach, Credit, Research, Customer Satisfaction, Microsoft Office, Consumer Lending, Relationship Management, Marketing, Event Planning, Small Business Lending, Cash Management, Leading Development..., Management
Education
University of North Texas 2007 — 2009
Bachelor of Science, Psychology
Southern Methodist University 2003 — 2005
Bachelor of Arts, English
Texas Academy of Mathematics and Science 2001 — 2003
Sami Sawaf Sami Sawaf's Wells Fargo Experience May 2012 - August 2012
Job Corporate Finance/ Restructuring
Industry Venture Capital & Private Equity
Experience
FTI Consulting September 2013 - Present
Wells Fargo May 2012 - August 2012
Yellowstone Capital June 2010 - June 2011
MENA Solar Energy May 2009 - April 2010
White River Energy, Ltd. January 2006 - April 2009
Skills
Due Diligence, Private Equity, Investments, Mergers & Acquisitions, Venture Capital, Corporate Finance, Capital Markets, Business Valuation, Management Consulting, Business Strategy, Strategy
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA
Southern Methodist University 2001 — 2005
Finance
FTI Consulting September 2013 - Present
Wells Fargo May 2012 - August 2012
Yellowstone Capital June 2010 - June 2011
MENA Solar Energy May 2009 - April 2010
White River Energy, Ltd. January 2006 - April 2009
Skills
Due Diligence, Private Equity, Investments, Mergers & Acquisitions, Venture Capital, Corporate Finance, Capital Markets, Business Valuation, Management Consulting, Business Strategy, Strategy
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA
Southern Methodist University 2001 — 2005
Finance
Travis Atwood Travis Atwood's Wells Fargo Experience February 2004 - December 2005
Job AVP Commercial Lending Happy State Bank
Industry Banking
Experience
Happy State Bank May 2015 - Present
BBVA Compass May 2013 - May 2015
Lockheed Martin Aeronautics December 2008 - October 2012
Wells Fargo Bank February 2004 - December 2008
Wells Fargo February 2004 - December 2005
Emerson Tool Company December 1999 - January 2004
Skills
Microsoft Excel, Customer Service, Outlook, Public Speaking, Budgets, Negotiation, Microsoft Office, Purchasing, Purchase Orders, Problem Solving, Sourcing
Education
Southern Methodist University
BA, Political Science and Government
Happy State Bank May 2015 - Present
BBVA Compass May 2013 - May 2015
Lockheed Martin Aeronautics December 2008 - October 2012
Wells Fargo Bank February 2004 - December 2008
Wells Fargo February 2004 - December 2005
Emerson Tool Company December 1999 - January 2004
Skills
Microsoft Excel, Customer Service, Outlook, Public Speaking, Budgets, Negotiation, Microsoft Office, Purchasing, Purchase Orders, Problem Solving, Sourcing
Education
Southern Methodist University
BA, Political Science and Government
Michael V. Buono's Wells Fargo Experience July 2014 - Present
Job Financial Analyst | Wells Fargo Energy Group
Industry Oil & Energy
Experience
Wells Fargo July 2014 - Present
Turnbridge Capital, LLC May 2013 - August 2013
Dresser, Inc. - GE Energy July 2010 - August 2012
Dresser, Inc. - GE Energy January 2008 - July 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Marketing, Sales, Outlook, Access, Public Speaking, Financial Modeling, Sales Operations, Analysis, Finance, Event Management, Financial Analysis, Customer Satisfaction
Education
Southern Methodist University 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Texas Christian University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing and Management
Wells Fargo July 2014 - Present
Turnbridge Capital, LLC May 2013 - August 2013
Dresser, Inc. - GE Energy July 2010 - August 2012
Dresser, Inc. - GE Energy January 2008 - July 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Marketing, Sales, Outlook, Access, Public Speaking, Financial Modeling, Sales Operations, Analysis, Finance, Event Management, Financial Analysis, Customer Satisfaction
Education
Southern Methodist University 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Texas Christian University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing and Management
Heather Rodenborg Heather Rodenborg's Wells Fargo Experience October 2004 - August 2009
Job Chaplain
Industry Nonprofit Organization Management
Experience
Methodist Health System August 2014 - Present
First Community Church, United Church of Christ August 2013 - May 2014
Southern Methodist University October 2012 - August 2013
First United Methodist Church September 2010 - July 2012
Gold Canyon United Methodist Church May 2008 - July 2010
Wells Fargo October 2004 - August 2009
Skills
Community Outreach, Volunteer Management, Public Speaking, Pastoral Care, Non-profit Leadership, Volunteer Recruiting, Mission Work, LGBT rights, Theology, Missions, Youth Ministry, Religion, Discipleship, Biblical Studies, Preaching, Pastoral, Pastoral Counseling, Nonprofits, Fundraising, Community Organizing, Church Events, Social Justice, Program Development, Spiritual Direction, Liturgy, Religious Studies
Education
Southern Methodist University 2010 — 2014
Master of Divinity (M.Div.), Divinity/Ministry
Arizona State University 2007 — 2010
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Methodist Health System August 2014 - Present
First Community Church, United Church of Christ August 2013 - May 2014
Southern Methodist University October 2012 - August 2013
First United Methodist Church September 2010 - July 2012
Gold Canyon United Methodist Church May 2008 - July 2010
Wells Fargo October 2004 - August 2009
Skills
Community Outreach, Volunteer Management, Public Speaking, Pastoral Care, Non-profit Leadership, Volunteer Recruiting, Mission Work, LGBT rights, Theology, Missions, Youth Ministry, Religion, Discipleship, Biblical Studies, Preaching, Pastoral, Pastoral Counseling, Nonprofits, Fundraising, Community Organizing, Church Events, Social Justice, Program Development, Spiritual Direction, Liturgy, Religious Studies
Education
Southern Methodist University 2010 — 2014
Master of Divinity (M.Div.), Divinity/Ministry
Arizona State University 2007 — 2010
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Sabrina Saltzman's Wells Fargo Experience June 2005 - January 2007
Job Credit Manager at Gateway One Lending & Finance
Industry Financial Services
Experience
Gateway One Lending & Finance March 2012 - Present
Capital One Auto Finance March 2011 - March 2012
Santander Consumer USA Inc. April 2010 - March 2011
By the way resume 2011 - 2011
CitiFinancial January 2007 - September 2009
Wells Fargo June 2005 - January 2007
Capital One Auto Finance May 1999 - June 2005
Skills
Coaching, Banking, Business Strategy, Call Center, Call Centers, Consumer Lending, Credit, Credit Analysis, Credit Risk, Customer Satisfaction, Customer Service, Finance, Funding, Leadership, Loans, Loss Mitigation, Management, Networking, Operations Management, Relationship Management, Sales, Sales Management, Sales Operations, Training, Underwriting
Education
Southern Methodist University 1995 — 1999
B.S.
Garland High School 1991 — 1995
Honors
Gateway One Lending & Finance March 2012 - Present
Capital One Auto Finance March 2011 - March 2012
Santander Consumer USA Inc. April 2010 - March 2011
By the way resume 2011 - 2011
CitiFinancial January 2007 - September 2009
Wells Fargo June 2005 - January 2007
Capital One Auto Finance May 1999 - June 2005
Skills
Coaching, Banking, Business Strategy, Call Center, Call Centers, Consumer Lending, Credit, Credit Analysis, Credit Risk, Customer Satisfaction, Customer Service, Finance, Funding, Leadership, Loans, Loss Mitigation, Management, Networking, Operations Management, Relationship Management, Sales, Sales Management, Sales Operations, Training, Underwriting
Education
Southern Methodist University 1995 — 1999
B.S.
Garland High School 1991 — 1995
Honors
Hope Isokrari's Wells Fargo Experience May 2005 - 2009
Job Mortgage Originator at US Employees Federal Credit Union. MLO# 785791.
Industry Financial Services
Experience
US Employees Federal Credit Union. October 2010 - Present
Wells Fargo May 2005 - 2009
Skills
Licensed Mortgage Loan..., Mortgage Lending, Refinance, Loan Origination, Credit, Consumer Lending, Credit Analysis, Loans, Mortgage Banking, Commercial Lending, VA loans, USDA, FHA financing, Residential Mortgages, Construction Loans, Government Loans, FHA Financing, Customer Service
Education
Southern Nazarene University 2013 — 2015
Master of Business Administration (M.B.A.)
University of Oklahoma
Bachelor of Business Administration (BBA), Economics and Management
US Employees Federal Credit Union. October 2010 - Present
Wells Fargo May 2005 - 2009
Skills
Licensed Mortgage Loan..., Mortgage Lending, Refinance, Loan Origination, Credit, Consumer Lending, Credit Analysis, Loans, Mortgage Banking, Commercial Lending, VA loans, USDA, FHA financing, Residential Mortgages, Construction Loans, Government Loans, FHA Financing, Customer Service
Education
Southern Nazarene University 2013 — 2015
Master of Business Administration (M.B.A.)
University of Oklahoma
Bachelor of Business Administration (BBA), Economics and Management
Heather Underwood Heather Underwood's Wells Fargo Experience May 2008 - August 2008
Job Financial Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2010 - Present
Paradise Construction February 2010 - December 2010
Pan American Underwriters May 2009 - February 2010
Glovebrush Corp December 2008 - August 2009
Wells Fargo May 2008 - August 2008
Skills
Analysis, Financial Analysis, Financial Modeling, C++, Credit, Strategic Financial..., Marketing, Finance, Banking, Accounting, Financial Reporting, Leadership, Microsoft Excel, Management, Microsoft Office, Investments, Team Leadership, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2016
Southern Methodist University 2005 — 2009
BBA, Finance, Math
Wells Fargo Bank August 2010 - Present
Paradise Construction February 2010 - December 2010
Pan American Underwriters May 2009 - February 2010
Glovebrush Corp December 2008 - August 2009
Wells Fargo May 2008 - August 2008
Skills
Analysis, Financial Analysis, Financial Modeling, C++, Credit, Strategic Financial..., Marketing, Finance, Banking, Accounting, Financial Reporting, Leadership, Microsoft Excel, Management, Microsoft Office, Investments, Team Leadership, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2016
Southern Methodist University 2005 — 2009
BBA, Finance, Math
Olufemi Adesanya's Wells Fargo Experience January 2012 - March 2014
Job Sr Analyst, Pricing Analytics at GM Financial
Industry Information Technology and Services
Experience
GM Financial August 2015 - Present
Chase April 2014 - August 2015
Wells Fargo January 2012 - March 2014
PML Securities Limited September 2007 - November 2010
Skills
Microsoft SQL Server, Oracle SQL Developer, Visual Studio, SAS Programming, Analytics, Data Mining, SQL, Data Analysis, Business Analysis, Business Intelligence, Project Management, Strategy, Leadership, Visio, SDLC, Databases, Microsoft Excel, Analysis, SSRS, SSIS, Risk Management, Business Requirements, Customer Service, Process Improvement, Microsoft Office, Business Process, Testing, Access, Vendor Management, Data Migration, Financial Analysis, Consulting, SharePoint, Oracle, Data Warehousing, Management
Education
Texas A&M University-Commerce 2015 — 2016
Master's degree, Business Analytics
Texas A&M University-Commerce 2010 — 2014
MBA, M.Sc, Information Technology
Southern Methodist University
Master of Science (M.Sc.), Data Science
GM Financial August 2015 - Present
Chase April 2014 - August 2015
Wells Fargo January 2012 - March 2014
PML Securities Limited September 2007 - November 2010
Skills
Microsoft SQL Server, Oracle SQL Developer, Visual Studio, SAS Programming, Analytics, Data Mining, SQL, Data Analysis, Business Analysis, Business Intelligence, Project Management, Strategy, Leadership, Visio, SDLC, Databases, Microsoft Excel, Analysis, SSRS, SSIS, Risk Management, Business Requirements, Customer Service, Process Improvement, Microsoft Office, Business Process, Testing, Access, Vendor Management, Data Migration, Financial Analysis, Consulting, SharePoint, Oracle, Data Warehousing, Management
Education
Texas A&M University-Commerce 2015 — 2016
Master's degree, Business Analytics
Texas A&M University-Commerce 2010 — 2014
MBA, M.Sc, Information Technology
Southern Methodist University
Master of Science (M.Sc.), Data Science
Erin Parham's Wells Fargo Experience December 2009 - March 2012
Job Quality Assurance Auditor 1
Industry Pharmaceuticals
Experience
PPD August 2015 - Present
Innovative Diagnostic Laboratory July 2015 - August 2015
Innovative Diagnostic Laboratory May 2014 - July 2015
Arista Laboratories November 2013 - May 2014
Arista Laboratories October 2012 - May 2014
Wells Fargo December 2009 - March 2012
Wells Fargo January 2008 - December 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Customer Satisfaction, Customer Service, Employee Training, Process Improvement, Quality Assurance, Account Management, CRM, Public Speaking, Time Management
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA), Six Sigma
Virginia Commonwealth University 2003 — 2009
Bachelor of Science (B.S.), Chemistry Concentration Biology Minor
PPD August 2015 - Present
Innovative Diagnostic Laboratory July 2015 - August 2015
Innovative Diagnostic Laboratory May 2014 - July 2015
Arista Laboratories November 2013 - May 2014
Arista Laboratories October 2012 - May 2014
Wells Fargo December 2009 - March 2012
Wells Fargo January 2008 - December 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Customer Satisfaction, Customer Service, Employee Training, Process Improvement, Quality Assurance, Account Management, CRM, Public Speaking, Time Management
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA), Six Sigma
Virginia Commonwealth University 2003 — 2009
Bachelor of Science (B.S.), Chemistry Concentration Biology Minor
Crystal Kelly's Wells Fargo Experience April 2005 - June 2007
Job Director of Client Relations
Industry Investment Management
Experience
Sterling Investment Management May 2015 - Present
Sterling Investment Management January 2015 - Present
Sterling Investment Management June 2009 - January 2015
Self Employed August 2008 - December 2009
Wells Fargo Private Bank June 2007 - August 2008
Wells Fargo April 2005 - June 2007
Wells Fargo February 2003 - April 2005
Wells Fargo February 2002 - February 2003
Skills
Small Business, Banking, Strategic Planning, Customer Service, Management, Leadership, Microsoft Office, Client Relations, Client Services
Education
Southern NH University 2012 — 2016
Bachelor's Degree, Science of Accounting, Current Student
ARIZONA INSTITUTE OF BUSINESS TECHNOLOGY 1999 — 2002
AA, BUSINESS OPERATIONS
Sterling Investment Management May 2015 - Present
Sterling Investment Management January 2015 - Present
Sterling Investment Management June 2009 - January 2015
Self Employed August 2008 - December 2009
Wells Fargo Private Bank June 2007 - August 2008
Wells Fargo April 2005 - June 2007
Wells Fargo February 2003 - April 2005
Wells Fargo February 2002 - February 2003
Skills
Small Business, Banking, Strategic Planning, Customer Service, Management, Leadership, Microsoft Office, Client Relations, Client Services
Education
Southern NH University 2012 — 2016
Bachelor's Degree, Science of Accounting, Current Student
ARIZONA INSTITUTE OF BUSINESS TECHNOLOGY 1999 — 2002
AA, BUSINESS OPERATIONS
Rocky Muñiz Rocky Muñiz's Wells Fargo Experience January 2015 - Present
Job Vice President & Compliance Risk Manager
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
CR Bard January 2014 - January 2015
Wells Fargo August 2011 - January 2014
KPMG US August 2005 - July 2011
FirstBank Puerto Rico February 2004 - July 2005
Oficina del Contralor de Puerto Rico June 2003 - July 2003
Department of Veterans Affairs July 1999 - June 2003
Skills
Microsoft SQL Server, SAS, Microsoft Excel, Microsoft Word, Cognos, Bloomberg, Vendor Management, SOX Compliancy, Risk Management, Risk Assessment, Derivatives, Valuation, US GAAP, Corporate Tax, Hedging, Operational Risk..., Basel II, Financial Audits, Financial Reporting, Member of AICPA, Operational Risk, Loans, External Audit, Internal Audit, Credit Risk, Financial Risk, Enterprise Risk..., Credit, Credit Analysis, GAAP, Internal Controls, SOX 404, Social Networking, Accounting, Auditing, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act
Education
Southern Methodist University 2015 — 2017
Executive MBA
Universidad del Sagrado Corazón 1999 — 2003
Bachelor of Science, Accounting
Wells Fargo January 2015 - Present
CR Bard January 2014 - January 2015
Wells Fargo August 2011 - January 2014
KPMG US August 2005 - July 2011
FirstBank Puerto Rico February 2004 - July 2005
Oficina del Contralor de Puerto Rico June 2003 - July 2003
Department of Veterans Affairs July 1999 - June 2003
Skills
Microsoft SQL Server, SAS, Microsoft Excel, Microsoft Word, Cognos, Bloomberg, Vendor Management, SOX Compliancy, Risk Management, Risk Assessment, Derivatives, Valuation, US GAAP, Corporate Tax, Hedging, Operational Risk..., Basel II, Financial Audits, Financial Reporting, Member of AICPA, Operational Risk, Loans, External Audit, Internal Audit, Credit Risk, Financial Risk, Enterprise Risk..., Credit, Credit Analysis, GAAP, Internal Controls, SOX 404, Social Networking, Accounting, Auditing, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act
Education
Southern Methodist University 2015 — 2017
Executive MBA
Universidad del Sagrado Corazón 1999 — 2003
Bachelor of Science, Accounting
Josh Overton's Wells Fargo Experience December 2013 - Present
Job Service Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2013 - Present
D.J. Josh Point-O January 2012 - Present
Can't Get Enough Entertainment January 2007 - Present
Bank of the West April 2013 - December 2013
Wells Fargo October 2010 - March 2013
Skills
Business, Retail Banking, Entertainment Industry, DJ, Wedding DJ, Corporate Events, Event Planning, Banking, CRM, Entrepreneurship, Entertainment, Investments, Small Business, Financial Services, Management, New Business Development, Sales, Customer Service, Microsoft Office
Education
Southern New Hampshire University 2015 — 2018
Bachelor’s Degree, Business/Marketing
Insotus College (Online) 2013 — 2014
Project Management Specialist Certification, IT & Project Management, 3.0
The Art Institute of California-Sunnyvale 2007 — 2009
Web Design and Interactive Media
West Valley College 2006 — 2007
General Ed
Del Mar High School 2002 — 2006
Wells Fargo December 2013 - Present
D.J. Josh Point-O January 2012 - Present
Can't Get Enough Entertainment January 2007 - Present
Bank of the West April 2013 - December 2013
Wells Fargo October 2010 - March 2013
Skills
Business, Retail Banking, Entertainment Industry, DJ, Wedding DJ, Corporate Events, Event Planning, Banking, CRM, Entrepreneurship, Entertainment, Investments, Small Business, Financial Services, Management, New Business Development, Sales, Customer Service, Microsoft Office
Education
Southern New Hampshire University 2015 — 2018
Bachelor’s Degree, Business/Marketing
Insotus College (Online) 2013 — 2014
Project Management Specialist Certification, IT & Project Management, 3.0
The Art Institute of California-Sunnyvale 2007 — 2009
Web Design and Interactive Media
West Valley College 2006 — 2007
General Ed
Del Mar High School 2002 — 2006
Caitlyn Johnson Caitlyn Johnson's Wells Fargo Experience June 2015 - August 2015
Job Student at Southern Methodist University
Industry Financial Services
Experience
Delta Sigma Pi May 2015 - Present
Delta Delta Delta January 2015 - Present
Wells Fargo June 2015 - August 2015
Wells Fargo February 2015 - February 2015
Independent Sailing Lessons July 2014 - August 2014
Skills
Teamwork, Microsoft Office, Microsoft Excel, Quantitative Analytics, Written Communication, Oral Communication, Time Management, Social Networking, Research, Leadership, Public Speaking, Resiliency, Compromise
Education
Southern Methodist University - Cox School of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, Junior
Corona del Mar High School 2009 — 2013
Delta Sigma Pi May 2015 - Present
Delta Delta Delta January 2015 - Present
Wells Fargo June 2015 - August 2015
Wells Fargo February 2015 - February 2015
Independent Sailing Lessons July 2014 - August 2014
Skills
Teamwork, Microsoft Office, Microsoft Excel, Quantitative Analytics, Written Communication, Oral Communication, Time Management, Social Networking, Research, Leadership, Public Speaking, Resiliency, Compromise
Education
Southern Methodist University - Cox School of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, Junior
Corona del Mar High School 2009 — 2013
Gregory L. Williams Jr's Wells Fargo Experience 2012 - Present
Job Sales and Operational Management
Industry Financial Services
Experience
Wells Fargo 2012 - Present
Foot Locker 2010 - 2012
WDC-Solutions 2008 - 2010
Skills
Customer Service, Sales, Sales Management, Financial Analysis, New Business Development, Business Strategy, Credit Cards, Team Leadership, Strategic Planning, Business Analysis, Management, Team Motivation, Sales Motivation, Performance Motivation, New Client Acquisitions, Cold Calling, Financial Services, Credit Reporting, Retail Banking, Payroll Services, Merchant Services, Mortgage Industry, Customer Engagement, Long-term Customer..., Team Building, Cross Selling, Product Development, Operations Management, Sales Operations
Education
Southern Methodist University - Cox School of Business 2006 — 2009
Business Administration and Management, General
Texas Southern University 2009 — 2010
Business Administration and Management, General
Wells Fargo 2012 - Present
Foot Locker 2010 - 2012
WDC-Solutions 2008 - 2010
Skills
Customer Service, Sales, Sales Management, Financial Analysis, New Business Development, Business Strategy, Credit Cards, Team Leadership, Strategic Planning, Business Analysis, Management, Team Motivation, Sales Motivation, Performance Motivation, New Client Acquisitions, Cold Calling, Financial Services, Credit Reporting, Retail Banking, Payroll Services, Merchant Services, Mortgage Industry, Customer Engagement, Long-term Customer..., Team Building, Cross Selling, Product Development, Operations Management, Sales Operations
Education
Southern Methodist University - Cox School of Business 2006 — 2009
Business Administration and Management, General
Texas Southern University 2009 — 2010
Business Administration and Management, General
Faiz Sayed Faiz Sayed's Wells Fargo Experience August 2015 - Present
Job Relationship Manager Commercial Real Estate Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Wells Fargo June 2013 - August 2015
Sigma Chi Fraternity March 2012 - April 2013
Ernst & Young June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - March 2012
Sigma Chi Fraternity March 2011 - March 2012
SMU Cox School of Business July 2011 - September 2011
Southwest Airlines May 2011 - August 2011
Sigma Chi Fraternity August 2010 - May 2011
North Star Resource Group May 2010 - January 2011
Education
Southern Methodist University 2009 — 2013
BS, Economics with Financial Applications
Southern Methodist University - Cox School of Business 2009 — 2013
BBA, Finance
JJ Pearce
Wells Fargo August 2015 - Present
Wells Fargo June 2013 - August 2015
Sigma Chi Fraternity March 2012 - April 2013
Ernst & Young June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - March 2012
Sigma Chi Fraternity March 2011 - March 2012
SMU Cox School of Business July 2011 - September 2011
Southwest Airlines May 2011 - August 2011
Sigma Chi Fraternity August 2010 - May 2011
North Star Resource Group May 2010 - January 2011
Education
Southern Methodist University 2009 — 2013
BS, Economics with Financial Applications
Southern Methodist University - Cox School of Business 2009 — 2013
BBA, Finance
JJ Pearce
Nancy Berkley Nancy Berkley's Wells Fargo Experience December 2012 - Present
Job Vice President Trading Desk Analytics at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo December 2012 - Present
CitiMortgage May 2010 - December 2012
Kelly Mitchell Contracting to Monsanto January 2009 - May 2009
Amerifile, Inc. 2007 - 2008
Berkley Ventures, LLC 2003 - 2007
Response Insurance Group 2000 - 2003
Firemans Fund Insurance Company 1998 - 2003
Nancy Lukas Consulting 1994 - 1998
ITT Capital Finance 1991 - 1994
Worldwide Insurance Group 1988 - 1991
Skills
SAS programming, Statistical Data..., Mathematical Modeling, Financial Analysis, Forecasting, Marketing Analytics, Marketing Strategy, Property & Casualty..., Economics, Microsoft Excel
Education
Southern Illinois University, Edwardsville 1986 — 1990
MS, Economics - Quantitative Methods and Finance
Southern Illinois University, Edwardsville 1983 — 1986
BS, Economics - Math and Comp Sci
Southern Illinois University, Edwardsville 1983 — 1986
B.S., Economics
University of Missouri-Rolla 1981 — 1983
Pre-Engineering
Althoff Catholic High School 1977 — 1981
Wells Fargo December 2012 - Present
CitiMortgage May 2010 - December 2012
Kelly Mitchell Contracting to Monsanto January 2009 - May 2009
Amerifile, Inc. 2007 - 2008
Berkley Ventures, LLC 2003 - 2007
Response Insurance Group 2000 - 2003
Firemans Fund Insurance Company 1998 - 2003
Nancy Lukas Consulting 1994 - 1998
ITT Capital Finance 1991 - 1994
Worldwide Insurance Group 1988 - 1991
Skills
SAS programming, Statistical Data..., Mathematical Modeling, Financial Analysis, Forecasting, Marketing Analytics, Marketing Strategy, Property & Casualty..., Economics, Microsoft Excel
Education
Southern Illinois University, Edwardsville 1986 — 1990
MS, Economics - Quantitative Methods and Finance
Southern Illinois University, Edwardsville 1983 — 1986
BS, Economics - Math and Comp Sci
Southern Illinois University, Edwardsville 1983 — 1986
B.S., Economics
University of Missouri-Rolla 1981 — 1983
Pre-Engineering
Althoff Catholic High School 1977 — 1981
Andrew Cray Andrew Cray's Wells Fargo Experience July 2013 - August 2014
Job Customer Service and Sales Representative
Industry Banking
Experience
Wells Fargo July 2013 - August 2014
Tacoma City Grocer IGA September 2011 - July 2013
KeyBank July 2005 - June 2006
Walgreens August 2003 - July 2005
Skills
Customer Service, Sports, PowerPoint, Golf, Ticket Sales, Microsoft Word, Microsoft Excel, Microsoft Office, Event Planning, Facebook, Time Management, Social Media, Sports Writing, Call Centers, Sales, Data Entry, Customer Satisfaction, Customer Retention, Management
Education
Southern New Hampshire University 2014 — 2016
Bachelor's Degree, Small Business Administration/Management, 3.1
Wells Fargo July 2013 - August 2014
Tacoma City Grocer IGA September 2011 - July 2013
KeyBank July 2005 - June 2006
Walgreens August 2003 - July 2005
Skills
Customer Service, Sports, PowerPoint, Golf, Ticket Sales, Microsoft Word, Microsoft Excel, Microsoft Office, Event Planning, Facebook, Time Management, Social Media, Sports Writing, Call Centers, Sales, Data Entry, Customer Satisfaction, Customer Retention, Management
Education
Southern New Hampshire University 2014 — 2016
Bachelor's Degree, Small Business Administration/Management, 3.1
Lisa Hingson Lisa Hingson's Wells Fargo Experience January 2000 - July 2003
Job Manager, Lifecycle Marketing at Southwest Airlines
Industry Airlines/Aviation
Experience
Southwest Airlines July 2012 - Present
American Airlines January 2010 - July 2012
American Airlines November 2009 - January 2010
American Airlines April 2007 - November 2009
American Airlines July 2005 - April 2007
Wells Fargo January 2000 - July 2003
Skills
Loyalty Marketing, Strategic Financial..., Cross-functional Team..., Loyalty Programs, CRM
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Marketing
Texas A&M University 1995 — 1999
BBA, Finance
Southwest Airlines July 2012 - Present
American Airlines January 2010 - July 2012
American Airlines November 2009 - January 2010
American Airlines April 2007 - November 2009
American Airlines July 2005 - April 2007
Wells Fargo January 2000 - July 2003
Skills
Loyalty Marketing, Strategic Financial..., Cross-functional Team..., Loyalty Programs, CRM
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Marketing
Texas A&M University 1995 — 1999
BBA, Finance
Mercedes Evans's Wells Fargo Experience May 2005 - November 2007
Job Marketing Professional/Graphic Desginer
Industry Graphic Design
Experience
Mercedes Designs September 2009 - Present
Southwest Funding October 2014 - September 2015
Nationstar Mortgage August 2012 - February 2014
White House Black Market June 2012 - August 2012
ULTA Beauty July 2011 - July 2012
Jamies Culinary August 2008 - May 2009
Oklahoma Spine Institute December 2007 - September 2008
Wells Fargo May 2005 - November 2007
Southwest Funding Mortgage July 2004 - May 2005
MIT Lending March 2003 - September 2003
Skills
Photoshop, Adobe Creative Suite, Sculpture, Graphic Design, Photography, Art, Digital Photography, Web Design, Fine Art, Painting, RESPA, Customer Experience, Marketing, Digital Marketing, Digital Media, Drawing, Jewelry Design, Small Business, Ornaments, Logo Design, Advertising, Online Advertising, Online Research, Interior Design, Event Planning, Visual Merchandising, Retail Buying, Modeling, Employee Training, Holiday Decor, Lithography, Ceramic Sculpture, Makeup Artistry, Special Effects Makeup, Skin Care Products, Sales, Customer Service, Fashion, Management, Social Media, Marketing Strategy
Education
Southern Methodist University 2015 — 2016
Professional Certification of Graphic Design , Graphic Design
Texas Wesleyan University 2001 — 2002
Fine Art
Mercedes Designs September 2009 - Present
Southwest Funding October 2014 - September 2015
Nationstar Mortgage August 2012 - February 2014
White House Black Market June 2012 - August 2012
ULTA Beauty July 2011 - July 2012
Jamies Culinary August 2008 - May 2009
Oklahoma Spine Institute December 2007 - September 2008
Wells Fargo May 2005 - November 2007
Southwest Funding Mortgage July 2004 - May 2005
MIT Lending March 2003 - September 2003
Skills
Photoshop, Adobe Creative Suite, Sculpture, Graphic Design, Photography, Art, Digital Photography, Web Design, Fine Art, Painting, RESPA, Customer Experience, Marketing, Digital Marketing, Digital Media, Drawing, Jewelry Design, Small Business, Ornaments, Logo Design, Advertising, Online Advertising, Online Research, Interior Design, Event Planning, Visual Merchandising, Retail Buying, Modeling, Employee Training, Holiday Decor, Lithography, Ceramic Sculpture, Makeup Artistry, Special Effects Makeup, Skin Care Products, Sales, Customer Service, Fashion, Management, Social Media, Marketing Strategy
Education
Southern Methodist University 2015 — 2016
Professional Certification of Graphic Design , Graphic Design
Texas Wesleyan University 2001 — 2002
Fine Art
Darian Dolenc Darian Dolenc's Wells Fargo Experience November 2013 - Present
Job Analytics Consultant at Wells Fargo
Industry Management Consulting
Experience
Wells Fargo November 2013 - Present
Wisdom Tree Partners May 2013 - February 2014
Valuation Matters June 2011 - March 2013
Mosaic January 2012 - July 2012
Southern Methodist University August 2011 - May 2012
Southern Methodist University September 2009 - September 2010
Southern Methodist University June 2010 - August 2010
Southern Methodist University January 2009 - March 2010
Memorial Medical Center May 2009 - December 2009
Skills
NMR, Chemistry, NMR spectroscopy, UV/Vis, FTIR, Organic Chemistry, Gas Chromatography, Spectroscopy, IR, GC-MS, HPLC, Research, Microsoft Office, Spanish, Spanish-speaking, Business Intelligence, Crystal Xcelsius, SAP Business Software, DMAIC, Microsoft SQL Server, Crystal Reports, Data Analysis, ChemDraw, Inorganic Chemistry, Physical Chemistry, Chemical
Education
Southern Methodist University 2008 — 2012
BS Chemistry, 3.7 GPA
Sacred Heart Griffin High School 2004 — 2008
4.3 GPA Springfield, IL
Wells Fargo November 2013 - Present
Wisdom Tree Partners May 2013 - February 2014
Valuation Matters June 2011 - March 2013
Mosaic January 2012 - July 2012
Southern Methodist University August 2011 - May 2012
Southern Methodist University September 2009 - September 2010
Southern Methodist University June 2010 - August 2010
Southern Methodist University January 2009 - March 2010
Memorial Medical Center May 2009 - December 2009
Skills
NMR, Chemistry, NMR spectroscopy, UV/Vis, FTIR, Organic Chemistry, Gas Chromatography, Spectroscopy, IR, GC-MS, HPLC, Research, Microsoft Office, Spanish, Spanish-speaking, Business Intelligence, Crystal Xcelsius, SAP Business Software, DMAIC, Microsoft SQL Server, Crystal Reports, Data Analysis, ChemDraw, Inorganic Chemistry, Physical Chemistry, Chemical
Education
Southern Methodist University 2008 — 2012
BS Chemistry, 3.7 GPA
Sacred Heart Griffin High School 2004 — 2008
4.3 GPA Springfield, IL
Leslie R. Ridgley Leslie R. Ridgley's Wells Fargo Experience 2010 - 2012
Job Diversity and Inclusion Leader Human Resources
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors May 2004 - June 2014
Wells Fargo 2010 - 2012
Wachovia, A Wells Fargo Company May 2004 - June 2008
Legg Mason 2000 - 2004
T. Rowe Price 1996 - 2000
Skills
Leadership, Program Management, Process Improvement, Strategic Planning, Leadership Development, Event Planning, Cross-functional Team..., Business Analysis, CRM, Training, Human Resources, Analysis, Management, Mutual Funds, Marketing Strategy, Event Programming, Diversity Training, Customer Service, Retirement, Business Development, Customer Relations, Microsoft Office, Financial Analysis, Segmentation, Virtual Teams, Written & Oral..., Diversity & Inclusion, Talent Pipelining, Mergers & Acquisitions, Department Budgeting, Vendor Relationships, Matrix Management, Management Consulting, Operational Risk..., Patents, Strategic Consulting, Marketing Communications, Social Media Strategist, Relationship Management, Strategy, Financial Services, Project Management
Education
Southern Illinois University, Edwardsville 2009 — 2014
Villanova University 2008 — 2009
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors May 2004 - June 2014
Wells Fargo 2010 - 2012
Wachovia, A Wells Fargo Company May 2004 - June 2008
Legg Mason 2000 - 2004
T. Rowe Price 1996 - 2000
Skills
Leadership, Program Management, Process Improvement, Strategic Planning, Leadership Development, Event Planning, Cross-functional Team..., Business Analysis, CRM, Training, Human Resources, Analysis, Management, Mutual Funds, Marketing Strategy, Event Programming, Diversity Training, Customer Service, Retirement, Business Development, Customer Relations, Microsoft Office, Financial Analysis, Segmentation, Virtual Teams, Written & Oral..., Diversity & Inclusion, Talent Pipelining, Mergers & Acquisitions, Department Budgeting, Vendor Relationships, Matrix Management, Management Consulting, Operational Risk..., Patents, Strategic Consulting, Marketing Communications, Social Media Strategist, Relationship Management, Strategy, Financial Services, Project Management
Education
Southern Illinois University, Edwardsville 2009 — 2014
Villanova University 2008 — 2009
Colin Tan's Wells Fargo Experience June 2010 - October 2011
Job Treasury Analyst
Industry Banking
Experience
Bank of the West August 2012 - Present
McKesson November 2011 - August 2012
Wells Fargo June 2010 - October 2011
Intellectual Ventures January 2010 - August 2010
Janney Montgomery Scott October 2008 - July 2009
Texas Instruments December 2000 - December 2007
Texas Instruments December 2000 - April 2003
Skills
Valuation, Strategy, Capital Budgeting, VBA, Venture Capital, Risk Management, Leadership, Finance, Analysis, Bloomberg, Financial Risk, Sales, Capital Markets, SQL, Investments, Financial Modeling, Budgets, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2004 — 2006
M.B.A., Finance
University of Wisconsin-Madison
M.S., Materials Science
University of Wisconsin-Madison
B.S, Materials Engineering
Bank of the West August 2012 - Present
McKesson November 2011 - August 2012
Wells Fargo June 2010 - October 2011
Intellectual Ventures January 2010 - August 2010
Janney Montgomery Scott October 2008 - July 2009
Texas Instruments December 2000 - December 2007
Texas Instruments December 2000 - April 2003
Skills
Valuation, Strategy, Capital Budgeting, VBA, Venture Capital, Risk Management, Leadership, Finance, Analysis, Bloomberg, Financial Risk, Sales, Capital Markets, SQL, Investments, Financial Modeling, Budgets, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2004 — 2006
M.B.A., Finance
University of Wisconsin-Madison
M.S., Materials Science
University of Wisconsin-Madison
B.S, Materials Engineering
Chris Angarola's Wells Fargo Experience September 2011 - Present
Job Vice President, Commercial Banking Wells Fargo
Industry Banking
Experience
Wells Fargo September 2011 - Present
PlainsCapital Bank 2007 - September 2011
Comerica Bank 2004 - 2007
XL Capital 2000 - 2004
Skills
Commercial Banking, Leveraged Lending, Credit Analysis, Underwriting, Relationship Management, Marketing, Cross Selling, Leadership, Asset Based Lending, Banking, Commercial Lending, Credit, Finance, Financial Analysis, Financial Services, Investments, Lines Of Credit, Loans, Mergers, Mortgage Lending, Portfolio Management, Risk Management, Strategic Planning, Treasury Management
Education
Southern Methodist University - Cox School of Business 2001 — 2003
MBA
The University of Texas at Austin 1989 — 1993
BA
St. Mark's 1980 — 1989
St. Mark's / Hockaday
Wells Fargo September 2011 - Present
PlainsCapital Bank 2007 - September 2011
Comerica Bank 2004 - 2007
XL Capital 2000 - 2004
Skills
Commercial Banking, Leveraged Lending, Credit Analysis, Underwriting, Relationship Management, Marketing, Cross Selling, Leadership, Asset Based Lending, Banking, Commercial Lending, Credit, Finance, Financial Analysis, Financial Services, Investments, Lines Of Credit, Loans, Mergers, Mortgage Lending, Portfolio Management, Risk Management, Strategic Planning, Treasury Management
Education
Southern Methodist University - Cox School of Business 2001 — 2003
MBA
The University of Texas at Austin 1989 — 1993
BA
St. Mark's 1980 — 1989
St. Mark's / Hockaday
Camilla Hazelton's Wells Fargo Experience June 2008 - August 2008
Job Sr. Finance Manager, Away From Home at PepsiCo Frito Lay
Industry Food & Beverages
Experience
PepsiCo - Frito Lay October 2014 - Present
PepsiCo - Frito Lay August 2012 - October 2014
PepsiCo - Frito Lay January 2011 - August 2012
PepsiCo - Frito Lay July 2009 - January 2011
Wells Fargo June 2008 - August 2008
Regions Bank June 2003 - June 2007
Skills
Financial Analysis, Strategic Planning, Finance, Commercial Banking, Financial Modeling, Forecasting, Corporate Finance, Valuation, Analysis, Marketing Strategy, Budgets
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA, Corporate Finance, Financial Consulting
Vanderbilt University 1999 — 2003
BS, HOD, Spanish
Ransom Everglades 1996 — 1999
PepsiCo - Frito Lay October 2014 - Present
PepsiCo - Frito Lay August 2012 - October 2014
PepsiCo - Frito Lay January 2011 - August 2012
PepsiCo - Frito Lay July 2009 - January 2011
Wells Fargo June 2008 - August 2008
Regions Bank June 2003 - June 2007
Skills
Financial Analysis, Strategic Planning, Finance, Commercial Banking, Financial Modeling, Forecasting, Corporate Finance, Valuation, Analysis, Marketing Strategy, Budgets
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA, Corporate Finance, Financial Consulting
Vanderbilt University 1999 — 2003
BS, HOD, Spanish
Ransom Everglades 1996 — 1999
Buck Branson's Wells Fargo Experience November 2004 - Present
Job Vice President Global Banking Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2004 - Present
CSE 2001 - 2003
Skills
Credit, Commercial Lending, Loans, Financial Analysis, Financial Modeling, Banking, Credit Analysis, Commercial Banking, Asset Based Lending, Portfolio Management
Education
St. Edward's University 2003 — 2004
MBA, Entrepreneurship
Southern Methodist University Dedman School of Law 1998 — 2001
JD
University of Arkansas 1993 — 1997
BSBA, Financial Management
Highland Park HS
Wells Fargo November 2004 - Present
CSE 2001 - 2003
Skills
Credit, Commercial Lending, Loans, Financial Analysis, Financial Modeling, Banking, Credit Analysis, Commercial Banking, Asset Based Lending, Portfolio Management
Education
St. Edward's University 2003 — 2004
MBA, Entrepreneurship
Southern Methodist University Dedman School of Law 1998 — 2001
JD
University of Arkansas 1993 — 1997
BSBA, Financial Management
Highland Park HS
Chris Considine's Wells Fargo Experience July 2013 - Present
Job Senior Director of Planning at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wachovia Wealth Management January 2005 - July 2013
Arthur Andersen LLP 1998 - 2001
Skills
Wealth Management
Education
Southern Methodist University Dedman School of Law 1995 — 1998
JD, Law
Southwestern University 1992 — 1995
Wells Fargo July 2013 - Present
Wachovia Wealth Management January 2005 - July 2013
Arthur Andersen LLP 1998 - 2001
Skills
Wealth Management
Education
Southern Methodist University Dedman School of Law 1995 — 1998
JD, Law
Southwestern University 1992 — 1995
Reggie Weaver's Wells Fargo Experience
Job Risk Management Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo
Skills
Risk Management, Mortgage Lending, Loans, Capital Markets
Education
Southern Illinois University, Edwardsville 1990 — 1994
Accounting, Accounting
Wells Fargo
Skills
Risk Management, Mortgage Lending, Loans, Capital Markets
Education
Southern Illinois University, Edwardsville 1990 — 1994
Accounting, Accounting
Katie Moore, CPA's Wells Fargo Experience 2014 - Present
Job Vice President, Liquidity Risk Management at Wells Fargo
Industry Banking
Experience
Wells Fargo 2014 - Present
Wells Fargo Securities 2010 - 2014
OppenheimerFunds, Inc 2007 - 2010
Deloitte & Touche, LLP 2005 - 2007
Skills
External Audit, Auditing, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Tax, Corporate Finance, SEC filings, Accounting, US GAAP, Consolidation, Finance, Internal Controls, IFRS, CPA, Financial Analysis, Portfolio Management, Investments, Budgets, Asset Management, Financial Risk, Analysis
Education
Southern Methodist University - Cox School of Business 2004 — 2005
MSA, Master Science Accounting
Southern Methodist University 2000 — 2004
BBA, Accounting & Economics
Myers Park High School
Wells Fargo 2014 - Present
Wells Fargo Securities 2010 - 2014
OppenheimerFunds, Inc 2007 - 2010
Deloitte & Touche, LLP 2005 - 2007
Skills
External Audit, Auditing, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Tax, Corporate Finance, SEC filings, Accounting, US GAAP, Consolidation, Finance, Internal Controls, IFRS, CPA, Financial Analysis, Portfolio Management, Investments, Budgets, Asset Management, Financial Risk, Analysis
Education
Southern Methodist University - Cox School of Business 2004 — 2005
MSA, Master Science Accounting
Southern Methodist University 2000 — 2004
BBA, Accounting & Economics
Myers Park High School
Mark R. Gardner's Wells Fargo Experience June 2010 - Present
Job Vice President at Wells Fargo
Industry Oil & Energy
Experience
Wells Fargo June 2010 - Present
Wells Fargo October 2006 - June 2010
Skills
Valuation, Financial Analysis, Interest Rate..., Financial Modeling, Derivatives, Capital Markets, Risk Management, Bloomberg, Corporate Finance, Options, Sales, Leadership, Hedging, Alternative Investments, Investments
Education
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Finance
Wells Fargo June 2010 - Present
Wells Fargo October 2006 - June 2010
Skills
Valuation, Financial Analysis, Interest Rate..., Financial Modeling, Derivatives, Capital Markets, Risk Management, Bloomberg, Corporate Finance, Options, Sales, Leadership, Hedging, Alternative Investments, Investments
Education
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Finance
Wes Oates's Wells Fargo Experience June 2007 - Present
Job Corporate Finance / Treasury and Banking
Industry Banking
Experience
Wells Fargo June 2007 - Present
Wachovia Corporation April 2003 - June 2007
Collins & Aikman Corporation June 1998 - December 2002
Service Merchandise Company, Inc. June 1996 - June 1998
Holiday Corporation > The Promus Cos., Inc. > Harrah's Entertainment, Inc. June 1989 - June 1996
Skills
Global Cash/Liquidity..., Corporate Finance, Capital Markets, Budgeting and..., Capital Planning and..., Risk Management, Mergers and Acquisitions, Foreign Exchange, Process Improvement, Supply Chain Management, Project Management, Multiple Industries, Financial Analysis, Credit, Financial Modeling, Mergers, Banking, Mergers & Acquisitions, Due Diligence, Portfolio Management, Equities, mergers and acquisitions, Investments, Leadership, Finance
Education
Southern Methodist University 1983 — 1987
BA, Mathematics
The University of Memphis
MBA, Finance
Wells Fargo June 2007 - Present
Wachovia Corporation April 2003 - June 2007
Collins & Aikman Corporation June 1998 - December 2002
Service Merchandise Company, Inc. June 1996 - June 1998
Holiday Corporation > The Promus Cos., Inc. > Harrah's Entertainment, Inc. June 1989 - June 1996
Skills
Global Cash/Liquidity..., Corporate Finance, Capital Markets, Budgeting and..., Capital Planning and..., Risk Management, Mergers and Acquisitions, Foreign Exchange, Process Improvement, Supply Chain Management, Project Management, Multiple Industries, Financial Analysis, Credit, Financial Modeling, Mergers, Banking, Mergers & Acquisitions, Due Diligence, Portfolio Management, Equities, mergers and acquisitions, Investments, Leadership, Finance
Education
Southern Methodist University 1983 — 1987
BA, Mathematics
The University of Memphis
MBA, Finance
Phil Toben's Wells Fargo Experience July 2008 - Present
Job Senior Counsel at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2008 - Present
Wachovia Securities, LLC June 2007 - June 2008
A.G. Edwards & Sons, Inc. January 2006 - May 2007
Education
Southern Methodist University Dedman School of Law 2000 — 2003
JD
University of Missouri-Columbia 1997 — 2000
BSBA, Management
Wells Fargo July 2008 - Present
Wachovia Securities, LLC June 2007 - June 2008
A.G. Edwards & Sons, Inc. January 2006 - May 2007
Education
Southern Methodist University Dedman School of Law 2000 — 2003
JD
University of Missouri-Columbia 1997 — 2000
BSBA, Management
Carmen Youngblood, CFP®'s Wells Fargo Experience 2010 - Present
Job Financial Sevices at Wells Fargo DFW
Industry Financial Services
Experience
Wells Fargo 2010 - Present
Wachovia 2006 - 2010
Harold's 2004 - 2006
Staff Care 2001 - 2004
Education
Southern Methodist University 2009 — 2011
Certificate Program in Financial Planning
Stephen F. Austin State University
Texas A&M University
Wells Fargo 2010 - Present
Wachovia 2006 - 2010
Harold's 2004 - 2006
Staff Care 2001 - 2004
Education
Southern Methodist University 2009 — 2011
Certificate Program in Financial Planning
Stephen F. Austin State University
Texas A&M University
Kara Edwards's Wells Fargo Experience February 2010 - August 2010
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan August 2010 - Present
Wells Fargo February 2010 - August 2010
Wachovia February 2001 - February 2010
Bank of America March 1997 - February 2001
Education
Southern Methodist University
J.P. Morgan August 2010 - Present
Wells Fargo February 2010 - August 2010
Wachovia February 2001 - February 2010
Bank of America March 1997 - February 2001
Education
Southern Methodist University
Pradeep Allu's Wells Fargo Experience August 2013 - Present
Job ETL Analyst/Developer
Industry Information Technology and Services
Experience
Wells Fargo August 2013 - Present
Achieva I.T. Inc. August 2005 - February 2015
Kaiser Permanente IT September 2009 - July 2013
Skills
Testing, Informatica, Data Warehousing, SDLC, Databases, Integration, Systems Analysis, SQL, Business Intelligence, Requirements Analysis, ETL, Abinitio, Data Modeling, PL/SQL, Oracle, DB2
Education
Southern Illinois University, Edwardsville 2005 — 2007
Mechanical Engineering, Thermal Engineering
Wells Fargo August 2013 - Present
Achieva I.T. Inc. August 2005 - February 2015
Kaiser Permanente IT September 2009 - July 2013
Skills
Testing, Informatica, Data Warehousing, SDLC, Databases, Integration, Systems Analysis, SQL, Business Intelligence, Requirements Analysis, ETL, Abinitio, Data Modeling, PL/SQL, Oracle, DB2
Education
Southern Illinois University, Edwardsville 2005 — 2007
Mechanical Engineering, Thermal Engineering
Trey Christianson's Wells Fargo Experience 2008 - Present
Job Director, Investment Banking & Capital Markets, Wachovia Securities
Industry Investment Banking
Experience
Wells Fargo 2008 - Present
Wachovia, A Wells Fargo Company 2005 - 2008
Wachovia, A Wells Fargo Company 2003 - 2005
Deutsche Bank Alex. Brown 2001 - 2003
Skills
Private Equity, Investment Banking, Capital Markets, Corporate Finance, Mergers & Acquisitions, Equities, Leveraged Finance, Investments, IPO, Bonds, Finance, Strategy, Divestitures, Financial Advisory, Syndications, High Yield, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Portfolio Management
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
MBA, Finance, Accounting
Southern Methodist University 1989 — 1993
BA, Business Administration / Psychology / Religious Studies
Wells Fargo 2008 - Present
Wachovia, A Wells Fargo Company 2005 - 2008
Wachovia, A Wells Fargo Company 2003 - 2005
Deutsche Bank Alex. Brown 2001 - 2003
Skills
Private Equity, Investment Banking, Capital Markets, Corporate Finance, Mergers & Acquisitions, Equities, Leveraged Finance, Investments, IPO, Bonds, Finance, Strategy, Divestitures, Financial Advisory, Syndications, High Yield, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Portfolio Management
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
MBA, Finance, Accounting
Southern Methodist University 1989 — 1993
BA, Business Administration / Psychology / Religious Studies
Adrienne Luzzi's Wells Fargo Experience June 2014 - Present
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo June 2012 - Present
Wells Fargo September 2007 - June 2012
Wells Fargo February 2005 - March 2007
Skills
Investments
Education
Southern Methodist University - Cox School of Business 1999 — 2003
Wells Fargo June 2014 - Present
Wells Fargo June 2012 - Present
Wells Fargo September 2007 - June 2012
Wells Fargo February 2005 - March 2007
Skills
Investments
Education
Southern Methodist University - Cox School of Business 1999 — 2003
Phillip Hancock's Wells Fargo Experience July 2009 - Present
Job Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2009 - Present
Hancock Consulting January 2007 - July 2009
BearingPoint Consulting February 2004 - January 2007
Deutsche Bank August 1996 - February 2004
Skills
CRM, Integration, Management, PMO, Supply Chain, Credit, Vendor Management
Education
Southern Methodist University 1987 — 1991
BA-History, BS-Economics
The McCallie School 1985 — 1987
High School
Wells Fargo July 2009 - Present
Hancock Consulting January 2007 - July 2009
BearingPoint Consulting February 2004 - January 2007
Deutsche Bank August 1996 - February 2004
Skills
CRM, Integration, Management, PMO, Supply Chain, Credit, Vendor Management
Education
Southern Methodist University 1987 — 1991
BA-History, BS-Economics
The McCallie School 1985 — 1987
High School
Mark Reichstadt's Wells Fargo Experience July 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo July 2007 - Present
Wells Fargo Bank 2002 - Present
Skills
Risk Management, Banking
Education
Southern Methodist University 1986 — 2000
Wells Fargo July 2007 - Present
Wells Fargo Bank 2002 - Present
Skills
Risk Management, Banking
Education
Southern Methodist University 1986 — 2000
McCrary, Mike's Wells Fargo Experience June 2010 - March 2012
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Wells Fargo June 2010 - March 2012
Fidelity Investments April 2003 - January 2009
Fidelity Investments March 2001 - April 2002
Fidelity Investments February 2000 - March 2001
Fidelity Investments September 1998 - February 2000
Block Trading January 1997 - September 1998
Fidelity Investments June 1996 - January 1997
Fidelity Investments May 1995 - June 1996
Education
Southern Methodist University - Cox School of Business
MBA
Texas Tech University
Bachelor of Arts, Economics
Wells Fargo June 2010 - March 2012
Fidelity Investments April 2003 - January 2009
Fidelity Investments March 2001 - April 2002
Fidelity Investments February 2000 - March 2001
Fidelity Investments September 1998 - February 2000
Block Trading January 1997 - September 1998
Fidelity Investments June 1996 - January 1997
Fidelity Investments May 1995 - June 1996
Education
Southern Methodist University - Cox School of Business
MBA
Texas Tech University
Bachelor of Arts, Economics
Terence Cochran's Wells Fargo Experience November 2010 - March 2011
Job Sales Manager at USA Mortgage
Industry Banking
Experience
USA Mortgage October 2012 - Present
Citi January 2009 - October 2012
Wells Fargo November 2010 - March 2011
Skills
Banking, Process Improvement, Strategic Planning, Change Management, Underwriting, Negotiation, Selling, Credit, Business Development, Risk Management, Coaching, Loans, New Business Development, Mortgage Lending, Financial Analysis, Insurance, Team Building, Credit Risk, VA Loans
Education
Southern Illinois University, Edwardsville 1996 — 2000
Bachelor of Science, Business Administration, MIS
USA Mortgage October 2012 - Present
Citi January 2009 - October 2012
Wells Fargo November 2010 - March 2011
Skills
Banking, Process Improvement, Strategic Planning, Change Management, Underwriting, Negotiation, Selling, Credit, Business Development, Risk Management, Coaching, Loans, New Business Development, Mortgage Lending, Financial Analysis, Insurance, Team Building, Credit Risk, VA Loans
Education
Southern Illinois University, Edwardsville 1996 — 2000
Bachelor of Science, Business Administration, MIS
Jarrod Bourgeois, CFA's Wells Fargo Experience May 2001 - March 2006
Job Senior Vice President at Citi
Industry Banking
Experience
Citi June 2014 - Present
Union Bank March 2006 - June 2014
Wells Fargo May 2001 - March 2006
Skills
Underwriting, Energy, Portfolio Management, Petroleum, Financial Modeling, Loans, Credit Analysis, Corporate Finance, Financial Analysis, Commercial Banking, Commercial Lending, Credit, Valuation, Financial Structuring, Due Diligence, Capital Markets
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA, Finance, Accounting
University of Oklahoma - Price College of Business 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Citi June 2014 - Present
Union Bank March 2006 - June 2014
Wells Fargo May 2001 - March 2006
Skills
Underwriting, Energy, Portfolio Management, Petroleum, Financial Modeling, Loans, Credit Analysis, Corporate Finance, Financial Analysis, Commercial Banking, Commercial Lending, Credit, Valuation, Financial Structuring, Due Diligence, Capital Markets
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA, Finance, Accounting
University of Oklahoma - Price College of Business 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Muhammad Dhamani's Wells Fargo Experience September 2015 - Present
Job Director & Relationship Manager | Energy Group at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2015 - Present
Wells Fargo November 2011 - September 2015
Wells Fargo June 2010 - November 2011
Wells Fargo September 2008 - June 2010
Wells Fargo June 2006 - August 2008
Tara Energy May 2005 - April 2006
Skills
Energy, Finance, Financial Modeling, Financial Analysis, Corporate Finance, Risk Management, Credit Analysis, Loans, Commercial Lending, Portfolio Management, Analysis, Credit
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 2001 — 2006
BBA, Finance
Wells Fargo September 2015 - Present
Wells Fargo November 2011 - September 2015
Wells Fargo June 2010 - November 2011
Wells Fargo September 2008 - June 2010
Wells Fargo June 2006 - August 2008
Tara Energy May 2005 - April 2006
Skills
Energy, Finance, Financial Modeling, Financial Analysis, Corporate Finance, Risk Management, Credit Analysis, Loans, Commercial Lending, Portfolio Management, Analysis, Credit
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 2001 — 2006
BBA, Finance
Josh Plasencio's Wells Fargo Experience September 2008 - October 2009
Job Branch President at First Savings Bank
Industry Banking
Experience
First Savings Bank July 2014 - Present
First Savings Bank June 2013 - July 2014
First Savings Bank October 2009 - June 2013
Wells Fargo September 2008 - October 2009
Charles Stephen and company, Inc October 2006 - September 2008
MetLife Financial Services April 2006 - October 2006
Skills
Financial Planning, Estate Planning, Commercial Lending, Consumer Lending, Investment Banking, Banking, Loans, Investments, Financial Analysis, Financial Services, Investment Properties, Financial Reporting, Private Banking, Financial Risk, Financial Statements, Construction Loans, Hotel Asset Management, Asset Management, Strategic Financial..., Risk Management
Education
Southern Methodist University 2014 — 2014
ABA National Commercial Lending School
The University of Texas at El Paso 2001 — 2005
Bachelor’s Degree, Finance
First Savings Bank July 2014 - Present
First Savings Bank June 2013 - July 2014
First Savings Bank October 2009 - June 2013
Wells Fargo September 2008 - October 2009
Charles Stephen and company, Inc October 2006 - September 2008
MetLife Financial Services April 2006 - October 2006
Skills
Financial Planning, Estate Planning, Commercial Lending, Consumer Lending, Investment Banking, Banking, Loans, Investments, Financial Analysis, Financial Services, Investment Properties, Financial Reporting, Private Banking, Financial Risk, Financial Statements, Construction Loans, Hotel Asset Management, Asset Management, Strategic Financial..., Risk Management
Education
Southern Methodist University 2014 — 2014
ABA National Commercial Lending School
The University of Texas at El Paso 2001 — 2005
Bachelor’s Degree, Finance
Bonnie Seideman's Wells Fargo Experience June 1987 - December 1996
Job Director Fixed Income Investor Relations at Synchrony Financial
Industry Financial Services
Experience
Synchrony Financial July 2014 - Present
GE Capital March 2010 - Present
Santander Consumer USA October 2007 - April 2010
Capital One Financial Corporation January 2001 - September 2007
Capital One Auto Finance & predecessors January 1997 - January 2001
Wells Fargo June 1987 - December 1996
Education
Southern Methodist University - Cox School of Business 1998 — 2000
Master of Business Administration, Finance
University of Minnesota-Twin Cities 1982 — 1987
Bachelor of Science, Economics- Major; Statistics/Sociology Minors
Synchrony Financial July 2014 - Present
GE Capital March 2010 - Present
Santander Consumer USA October 2007 - April 2010
Capital One Financial Corporation January 2001 - September 2007
Capital One Auto Finance & predecessors January 1997 - January 2001
Wells Fargo June 1987 - December 1996
Education
Southern Methodist University - Cox School of Business 1998 — 2000
Master of Business Administration, Finance
University of Minnesota-Twin Cities 1982 — 1987
Bachelor of Science, Economics- Major; Statistics/Sociology Minors
Bill Main's Wells Fargo Experience 2006 - Present
Job Sr. Vice President at Wells Fargo Estate Services
Industry Financial Services
Experience
Wells Fargo 2006 - Present
Skills
Estate Planning, Wealth Management, Wealth Management..., Investment Strategies, Wills, Equities, Trust Services, Private Banking
Education
Southern Methodist University Dedman School of Law
JD, Law
The University of Dallas
BA, Economics
Wells Fargo 2006 - Present
Skills
Estate Planning, Wealth Management, Wealth Management..., Investment Strategies, Wills, Equities, Trust Services, Private Banking
Education
Southern Methodist University Dedman School of Law
JD, Law
The University of Dallas
BA, Economics
Donald Bedard's Wells Fargo Experience September 2009 - Present
Job Service Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo September 2009 - Present
Skills
Customer Retention, Sales Management, Strategic Planning, Business Development, Sales Process, Customer Satisfaction, Risk Compliance, Sales, Customer Service, CRM, Account Management, Coaching, Team Leadership, Team Building, Leadership, Training, Management, New Business Development
Education
Southern New Hampshire University 2000 — 2004
BA, Business
Mount Saint Joseph 1996 — 2000
High School
Wells Fargo September 2009 - Present
Skills
Customer Retention, Sales Management, Strategic Planning, Business Development, Sales Process, Customer Satisfaction, Risk Compliance, Sales, Customer Service, CRM, Account Management, Coaching, Team Leadership, Team Building, Leadership, Training, Management, New Business Development
Education
Southern New Hampshire University 2000 — 2004
BA, Business
Mount Saint Joseph 1996 — 2000
High School
Karl Willard's Wells Fargo Experience December 2012 - Present
Job Senior Vice President Customer Experience, Efficiencies, Fee Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2012 - Present
Wells Fargo Bank September 2005 - December 2012
Wells Fargo Bank December 2001 - August 2005
Wells Fargo Bank June 2000 - December 2001
Wells Fargo Bank April 1997 - June 2000
Norwest Bank August 1995 - March 1997
Norwest Bank May 1994 - August 1995
First National Bank of West Texas February 1990 - May 1994
First National Bank of West Texas September 1988 - February 1990
First National Bank of West Texas March 1984 - September 1988
Skills
Process Engineering, Budgeting, SDLC, Vendor Relations, Cash Management, Pricing, MIS, Scheduling, Consolidation, Product Management, Mergers, Customer Relations, Risk Management, Banking, Software Development, Procurement, Conversions, ATM, Front Office, Billing, Process Improvement, Program Management, Vendor Management, Project Portfolio..., Operations Management, P&L Management, Change Management, Team Building, Business Analysis, Strategic Planning, Cross-functional Team..., Team Leadership, Business Strategy, PMO, Financial Analysis, Business Management, Enterprise Architecture, Contract Negotiations, Contract Management, Portfolio Management, Analysis, IT Strategy, Strategy Development, Compliance, Outsourcing, Planning, Financial Management, Budgets, Management, Strategy
Education
Southern Methodist University - Cox School of Business 2008 — 2010
Executive MBA
Texas Tech University 1993 — 1994
School of Banking, Practical Community Banking Program
Texas Tech University
BBA, Management
BOVINA PUBLIC SCHOOLS
Diploma
Wells Fargo December 2012 - Present
Wells Fargo Bank September 2005 - December 2012
Wells Fargo Bank December 2001 - August 2005
Wells Fargo Bank June 2000 - December 2001
Wells Fargo Bank April 1997 - June 2000
Norwest Bank August 1995 - March 1997
Norwest Bank May 1994 - August 1995
First National Bank of West Texas February 1990 - May 1994
First National Bank of West Texas September 1988 - February 1990
First National Bank of West Texas March 1984 - September 1988
Skills
Process Engineering, Budgeting, SDLC, Vendor Relations, Cash Management, Pricing, MIS, Scheduling, Consolidation, Product Management, Mergers, Customer Relations, Risk Management, Banking, Software Development, Procurement, Conversions, ATM, Front Office, Billing, Process Improvement, Program Management, Vendor Management, Project Portfolio..., Operations Management, P&L Management, Change Management, Team Building, Business Analysis, Strategic Planning, Cross-functional Team..., Team Leadership, Business Strategy, PMO, Financial Analysis, Business Management, Enterprise Architecture, Contract Negotiations, Contract Management, Portfolio Management, Analysis, IT Strategy, Strategy Development, Compliance, Outsourcing, Planning, Financial Management, Budgets, Management, Strategy
Education
Southern Methodist University - Cox School of Business 2008 — 2010
Executive MBA
Texas Tech University 1993 — 1994
School of Banking, Practical Community Banking Program
Texas Tech University
BBA, Management
BOVINA PUBLIC SCHOOLS
Diploma
Jane Weber's Wells Fargo Experience July 2013 - Present
Job QA Team Lead at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo Bank January 2012 - July 2013
Healthways September 2008 - September 2011
Motorola October 2007 - March 2008
General Dynamics C4 Systems June 2003 - October 2007
Skills
Software Documentation, Business Analysis, Agile Methodologies, Requirements Analysis, SDLC
Education
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, MIS, Art History-minor
Wells Fargo July 2013 - Present
Wells Fargo Bank January 2012 - July 2013
Healthways September 2008 - September 2011
Motorola October 2007 - March 2008
General Dynamics C4 Systems June 2003 - October 2007
Skills
Software Documentation, Business Analysis, Agile Methodologies, Requirements Analysis, SDLC
Education
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, MIS, Art History-minor
Chuck Landry's Wells Fargo Experience August 2004 - July 2006
Job Institutional FixedIncome Securities Broker
Industry Financial Services
Experience
Wells Fargo Securities May 2006 - Present
DAFP November 2011 - January 2013
Wells Fargo August 2004 - July 2006
Visitor Publishing May 2003 - August 2003
Racquet & Jog March 1998 - March 2000
Skills
Series 7, Cash Management, Portfolio Management, New Business Development, Investments, Banking, Series 66, Asset Managment, Treasury Management, Strategic Financial..., Financial Reporting, Relationship Management, Securities, Credit Analysis, Fixed Income, Finance
Education
Southern Methodist University - Cox School of Business 2000 — 2004
BA, Finance
Wells Fargo Securities May 2006 - Present
DAFP November 2011 - January 2013
Wells Fargo August 2004 - July 2006
Visitor Publishing May 2003 - August 2003
Racquet & Jog March 1998 - March 2000
Skills
Series 7, Cash Management, Portfolio Management, New Business Development, Investments, Banking, Series 66, Asset Managment, Treasury Management, Strategic Financial..., Financial Reporting, Relationship Management, Securities, Credit Analysis, Fixed Income, Finance
Education
Southern Methodist University - Cox School of Business 2000 — 2004
BA, Finance
Craig Casey's Wells Fargo Experience March 2014 - June 2014
Job Contract Senior Technical Writer at Microsoft
Industry Writing and Editing
Experience
Microsoft May 2014 - Present
Wells Fargo March 2014 - June 2014
Freescale Semiconductor October 2013 - March 2014
Apollo Group May 2013 - September 2013
Apollo Group September 2011 - November 2012
Microsoft February 2010 - June 2011
Cadence Design Systems January 2002 - February 2009
AlterEgo Networks 2000 - 2001
Netcom 1997 - 2000
Skills
Software Documentation, Online Help, Technical Writing, Technical Documentation, Manuals, FrameMaker, Editing, Technical Communication, Copy Editing, RoboHelp, Training, White Papers, SaaS, Enterprise Software, Single Sourcing, Content Management, Agile Methodologies, Content Development, Structured Authoring, Software Development, SnagIt, SharePoint, Visio, Information Mapping, DITA, Release Notes, HTML, XML, CSS, MediaWiki, OpenStack, Red Hat Linux, Unix, Microsoft Office, Cloud Computing, Scrum
Education
Blessed Sacrament
Blessed Sacrament
Southern Methodist University
Music
Microsoft May 2014 - Present
Wells Fargo March 2014 - June 2014
Freescale Semiconductor October 2013 - March 2014
Apollo Group May 2013 - September 2013
Apollo Group September 2011 - November 2012
Microsoft February 2010 - June 2011
Cadence Design Systems January 2002 - February 2009
AlterEgo Networks 2000 - 2001
Netcom 1997 - 2000
Skills
Software Documentation, Online Help, Technical Writing, Technical Documentation, Manuals, FrameMaker, Editing, Technical Communication, Copy Editing, RoboHelp, Training, White Papers, SaaS, Enterprise Software, Single Sourcing, Content Management, Agile Methodologies, Content Development, Structured Authoring, Software Development, SnagIt, SharePoint, Visio, Information Mapping, DITA, Release Notes, HTML, XML, CSS, MediaWiki, OpenStack, Red Hat Linux, Unix, Microsoft Office, Cloud Computing, Scrum
Education
Blessed Sacrament
Blessed Sacrament
Southern Methodist University
Music
Bredt Norwood's Wells Fargo Experience July 2001 - July 2003
Job General Counsel at NFP Securities
Industry Financial Services
Experience
NFP Securities July 2003 - Present
National Financial Partners Corp. July 2003 - Present
Wells Fargo July 2001 - July 2003
H.D. Vest Financial Services March 1994 - July 2003
McKenzie and Baer November 1989 - March 1994
Education
Southern Methodist University Dedman School of Law 1986 — 1989
JD, Law
The University of Texas at Austin 1982 — 1986
BA, Government
NFP Securities July 2003 - Present
National Financial Partners Corp. July 2003 - Present
Wells Fargo July 2001 - July 2003
H.D. Vest Financial Services March 1994 - July 2003
McKenzie and Baer November 1989 - March 1994
Education
Southern Methodist University Dedman School of Law 1986 — 1989
JD, Law
The University of Texas at Austin 1982 — 1986
BA, Government
Kent Harrell's Wells Fargo Experience 1995 - 1997
Job Commercial Real Estate Banker
Industry Banking
Experience
Pilot Bank 2012 - 2014
Palm Bank 2011 - 2012
Regions Financial Corporation 2008 - 2011
Colonial Bank 2004 - 2008
Mercantile Bank 2003 - 2004
SunTrust 2001 - 2003
Wachovia Bank 1998 - 2001
Wachovia Bank 1997 - 1998
Wells Fargo 1995 - 1997
Amresco Capital Corp 1994 - 1994
Skills
CRE Construction,..., Loan Portfolio..., Loan Syndications and..., CMBS Originations and..., Complex CRE and C&I..., Litigation Management, Bankruptcy Litigation..., OREO Property..., Managing Third Party..., Asset Management and..., Sales Contracts, Lease..., Written Loan..., Loan Underwriting, Credit Analysis, Microsoft Excel, Microsoft Office, Proprietary Bank..., Loans, Portfolio Management, Financial Analysis, Loan Origination, Asset Management, Real Estate
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Continuing Education
Credit, Underwriting, C&I and CRE Lending, Bank Management, Appraisal, Software, Regulations...
Pilot Bank 2012 - 2014
Palm Bank 2011 - 2012
Regions Financial Corporation 2008 - 2011
Colonial Bank 2004 - 2008
Mercantile Bank 2003 - 2004
SunTrust 2001 - 2003
Wachovia Bank 1998 - 2001
Wachovia Bank 1997 - 1998
Wells Fargo 1995 - 1997
Amresco Capital Corp 1994 - 1994
Skills
CRE Construction,..., Loan Portfolio..., Loan Syndications and..., CMBS Originations and..., Complex CRE and C&I..., Litigation Management, Bankruptcy Litigation..., OREO Property..., Managing Third Party..., Asset Management and..., Sales Contracts, Lease..., Written Loan..., Loan Underwriting, Credit Analysis, Microsoft Excel, Microsoft Office, Proprietary Bank..., Loans, Portfolio Management, Financial Analysis, Loan Origination, Asset Management, Real Estate
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Continuing Education
Credit, Underwriting, C&I and CRE Lending, Bank Management, Appraisal, Software, Regulations...
Michael Troy's Wells Fargo Experience 2001 - 2006
Job Senior Cyber Network Engineer at Camber Corporation at Camber Corporation
Industry Military
Experience
NetENV October 2013 - Present
Avaya Government Solutions December 2006 - Present
Camber Corporation April 2014 - Present
RESOURCE NETWORKS August 2006 - December 2006
Wells Fargo 2001 - 2006
Skills
CCNP, Switches, Routers, CCNA, Network Design, Cisco, WAN, CISSP, Network Administration, Security, TCP/IP, Troubleshooting, IP, ITIL, System Administration, Documentation, Switch, Customer Service, HP Openview, Microsoft Office, Automation, Research, Routing, Network Engineering, LAN/WAN, Network Security, VMware
Education
Southern Illinois University, Edwardsville 1998 — 2000
BS, Business
NetENV October 2013 - Present
Avaya Government Solutions December 2006 - Present
Camber Corporation April 2014 - Present
RESOURCE NETWORKS August 2006 - December 2006
Wells Fargo 2001 - 2006
Skills
CCNP, Switches, Routers, CCNA, Network Design, Cisco, WAN, CISSP, Network Administration, Security, TCP/IP, Troubleshooting, IP, ITIL, System Administration, Documentation, Switch, Customer Service, HP Openview, Microsoft Office, Automation, Research, Routing, Network Engineering, LAN/WAN, Network Security, VMware
Education
Southern Illinois University, Edwardsville 1998 — 2000
BS, Business
Chad Jackson's Wells Fargo Experience March 2003 - May 2004
Job Managing Director at Alliance Residential Company
Industry Real Estate
Experience
Alliance Residential Company February 2014 - Present
Alliance Residential Company October 2012 - January 2014
Behringer Harvard March 2004 - October 2012
Wells Fargo March 2003 - May 2004
Skills
Due Diligence, Investment Properties, Investments, Acquisitions, Loans, Underwriting, Contract Negotiation, Tenant, Capital Markets
Education
Southern Methodist University
BBA, Finance
Alliance Residential Company February 2014 - Present
Alliance Residential Company October 2012 - January 2014
Behringer Harvard March 2004 - October 2012
Wells Fargo March 2003 - May 2004
Skills
Due Diligence, Investment Properties, Investments, Acquisitions, Loans, Underwriting, Contract Negotiation, Tenant, Capital Markets
Education
Southern Methodist University
BBA, Finance
Craig Weisenberger, CFA's Wells Fargo Experience August 2013 - Present
Job Head of Short Term Asset Management at Wells Fargo
Industry Investment Management
Experience
Wells Fargo August 2013 - Present
ALM First Financial Advisors February 2013 - August 2013
Centaurus Energy October 2009 - July 2012
ICMA-RC November 2008 - October 2009
Columbia Management November 1999 - March 2008
Fidelity Investments 1995 - 1999
Skills
Asset Managment, Fixed Income, Portfolio Management, Investments, Bloomberg, Bonds, Trading, Mutual Funds, Hedge Funds, Asset Allocation, MBS, Securities, Credit, Structured Products, Commodity Markets, Commodity, Hedging, Finance, Interest Rate..., Asset Management, Money Market, ABS
Education
Southern Methodist University - Cox School of Business 1990 — 1994
BBA
Coronado HS
St. Clements
Wells Fargo August 2013 - Present
ALM First Financial Advisors February 2013 - August 2013
Centaurus Energy October 2009 - July 2012
ICMA-RC November 2008 - October 2009
Columbia Management November 1999 - March 2008
Fidelity Investments 1995 - 1999
Skills
Asset Managment, Fixed Income, Portfolio Management, Investments, Bloomberg, Bonds, Trading, Mutual Funds, Hedge Funds, Asset Allocation, MBS, Securities, Credit, Structured Products, Commodity Markets, Commodity, Hedging, Finance, Interest Rate..., Asset Management, Money Market, ABS
Education
Southern Methodist University - Cox School of Business 1990 — 1994
BBA
Coronado HS
St. Clements
Tom Floyd's Wells Fargo Experience June 1999 - September 2011
Job Managing Director at Regions Financial Corporation Regions Business Capital
Industry Banking
Experience
Regions Financial Corporation- Regions Business Capital September 2014 - Present
Equest Therapeutic Horsemanship 2011 - Present
JPMorgan Chase September 2011 - September 2014
Wells Fargo June 1999 - September 2011
Lone Star Investment Advisors January 2009 - April 2009
Skills
Banking, Finance, Management, Portfolio Management, Private Equity, Due Diligence, Credit, Commercial Banking
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance (further specialization in Corporate and Energy Finance)
Wofford College 1995 — 1999
BA, Finance
Regions Financial Corporation- Regions Business Capital September 2014 - Present
Equest Therapeutic Horsemanship 2011 - Present
JPMorgan Chase September 2011 - September 2014
Wells Fargo June 1999 - September 2011
Lone Star Investment Advisors January 2009 - April 2009
Skills
Banking, Finance, Management, Portfolio Management, Private Equity, Due Diligence, Credit, Commercial Banking
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance (further specialization in Corporate and Energy Finance)
Wofford College 1995 — 1999
BA, Finance
Greg Grimm's Wells Fargo Experience September 2013 - Present
Job Senior Business Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2013 - Present
Comerica Bank May 2011 - September 2013
Capital One Bank 2005 - April 2011
JPMorgan Chase 2000 - 2005
JP Morgan Chase 1998 - 2000
Skills
Credit, Commercial Lending, Small Business Lending, Lines Of Credit, Banking, Consumer Lending, Loan Origination, Credit Analysis, Cross Selling, Cash Flow, Asset Based Lending, Cash Management, Credit Risk, Commercial Banking, Treasury Management, Loans, Finance, Financial Services, Commercial Mortgages, Mortgage Lending, Deposits, Retail Banking, Private Banking, Construction Loans, Refinance, Investments, Portfolio Management, Underwriting, Financial Structuring, Relationship Management, Financial Risk, Financial Analysis, Leadership
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Strategy and Entrepreneurship / Marketing
Texas Tech University - Rawls College of Business 1993 — 1997
General Business/Marketing
Richardson High School 1990 — 1993
Wells Fargo September 2013 - Present
Comerica Bank May 2011 - September 2013
Capital One Bank 2005 - April 2011
JPMorgan Chase 2000 - 2005
JP Morgan Chase 1998 - 2000
Skills
Credit, Commercial Lending, Small Business Lending, Lines Of Credit, Banking, Consumer Lending, Loan Origination, Credit Analysis, Cross Selling, Cash Flow, Asset Based Lending, Cash Management, Credit Risk, Commercial Banking, Treasury Management, Loans, Finance, Financial Services, Commercial Mortgages, Mortgage Lending, Deposits, Retail Banking, Private Banking, Construction Loans, Refinance, Investments, Portfolio Management, Underwriting, Financial Structuring, Relationship Management, Financial Risk, Financial Analysis, Leadership
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Strategy and Entrepreneurship / Marketing
Texas Tech University - Rawls College of Business 1993 — 1997
General Business/Marketing
Richardson High School 1990 — 1993
Aven Owen Willams's Wells Fargo Experience 2009 - Present
Job Vice President Learning and Development Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo 2009 - Present
Wachovia Corporation April 2003 - April 2009
First Union National Bank April 2000 - March 2001
First Union National Bank 1997 - April 2000
First Union National Bank January 1996 - October 1997
Education
Southern Methodist University 1983 — 1987
Bachelor of Arts, Advertising, Graphic Design Minor
Wells Fargo 2009 - Present
Wachovia Corporation April 2003 - April 2009
First Union National Bank April 2000 - March 2001
First Union National Bank 1997 - April 2000
First Union National Bank January 1996 - October 1997
Education
Southern Methodist University 1983 — 1987
Bachelor of Arts, Advertising, Graphic Design Minor
Fritz Grim's Wells Fargo Experience April 2008 - September 2013
Job Vice President at Newmark Realty Capital, Inc.
Industry Commercial Real Estate
Experience
Newmark Realty Capital, Inc. September 2013 - Present
Wells Fargo April 2008 - September 2013
Skills
Loan Origination, Loans, Real Estate Economics, Portfolio Management, Real Estate, Financial Analysis, Commercial Lending, Underwriting, Credit, Investments, Due Diligence, Asset Management, Real Estate Financing, Disposition, Investment Properties, Commercial Real Estate, Commercial Mortgages, Brokerage, Real Estate Transactions, Valuation, Mortgage Lending, CMBS, Real Estate Development, Construction Loans, Credit Analysis, Financial Structuring, Leases
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (B.B.A.), Finance, Economics, and Management
Newmark Realty Capital, Inc. September 2013 - Present
Wells Fargo April 2008 - September 2013
Skills
Loan Origination, Loans, Real Estate Economics, Portfolio Management, Real Estate, Financial Analysis, Commercial Lending, Underwriting, Credit, Investments, Due Diligence, Asset Management, Real Estate Financing, Disposition, Investment Properties, Commercial Real Estate, Commercial Mortgages, Brokerage, Real Estate Transactions, Valuation, Mortgage Lending, CMBS, Real Estate Development, Construction Loans, Credit Analysis, Financial Structuring, Leases
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (B.B.A.), Finance, Economics, and Management
Amanda Montague's Wells Fargo Experience May 2006 - July 2008
Job Small Business Owner
Industry Banking
Experience
Quality Care Hair February 2011 - Present
Wells Fargo May 2006 - July 2008
Education
Southern New Hampshire University
Master of Business Administration (MBA), International Business
Quality Care Hair February 2011 - Present
Wells Fargo May 2006 - July 2008
Education
Southern New Hampshire University
Master of Business Administration (MBA), International Business
prathibha chindam's Wells Fargo Experience September 2010 - February 2011
Job SAS Admin/ SQL DBA at Credit Acceptance
Industry Financial Services
Experience
Credit Acceptance October 2012 - Present
NTT DATA April 2012 - October 2012
Capitol Broadband March 2011 - April 2012
Wells Fargo September 2010 - February 2011
Amgen February 2010 - July 2010
Southern Illinois University Edwardsville January 2008 - July 2009
Skills
SAS, ETL, SQL, Databases, Software Documentation, PL/SQL, Visio, SDLC, Business Intelligence, Unix, Microsoft SQL Server, Systems Analysis, Shell Scripting, Visual Basic
Education
Southern Illinois University, Edwardsville 2007 — 2009
Credit Acceptance October 2012 - Present
NTT DATA April 2012 - October 2012
Capitol Broadband March 2011 - April 2012
Wells Fargo September 2010 - February 2011
Amgen February 2010 - July 2010
Southern Illinois University Edwardsville January 2008 - July 2009
Skills
SAS, ETL, SQL, Databases, Software Documentation, PL/SQL, Visio, SDLC, Business Intelligence, Unix, Microsoft SQL Server, Systems Analysis, Shell Scripting, Visual Basic
Education
Southern Illinois University, Edwardsville 2007 — 2009
Amber Ott's Wells Fargo Experience November 2010 - Present
Job Loan Verification Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2010 - Present
Wells Fargo March 2010 - November 2010
Chapter 13 Bankruptcy Trustee August 2009 - March 2010
Education
Southern Methodist University 2005 — 2009
Associate’s Degree, English Language and Literature, General
Wells Fargo November 2010 - Present
Wells Fargo March 2010 - November 2010
Chapter 13 Bankruptcy Trustee August 2009 - March 2010
Education
Southern Methodist University 2005 — 2009
Associate’s Degree, English Language and Literature, General
Patricia Magary's Wells Fargo Experience September 2014 - Present
Job Business Systems Consultant at Apex Systems
Industry Information Technology and Services
Experience
Wells Fargo September 2014 - Present
ConsultNet for American Express March 2014 - September 2014
Colony American Homes August 2013 - January 2014
AIG December 2012 - May 2013
American Express October 2009 - December 2012
American Express 1998 - 2009
Skills
SDLC, PMP, Vendor Management, Business Analysis, Requirements Analysis, Account Management, Technical Recruiting, Quality Management, Talent Acquisition, Business Intelligence, Project Management, Software Project..., CRM, Resource Management, Requirements Gathering, Process Improvement, Business Process, Contract Recruitment, Training, Applicant Tracking..., Benefits Negotiation, Visio, Networking, Program Management, Recruiting, PMO, SharePoint, Consulting, Outsourcing, Information Technology, Management, Project Portfolio..., Business Process..., Integration, Change Management, ITIL, Enterprise Architecture, ERP, Leadership, Team Management, IT Strategy, Certified Scrum Master...
Education
Southern Illinois University, Edwardsville
Wells Fargo September 2014 - Present
ConsultNet for American Express March 2014 - September 2014
Colony American Homes August 2013 - January 2014
AIG December 2012 - May 2013
American Express October 2009 - December 2012
American Express 1998 - 2009
Skills
SDLC, PMP, Vendor Management, Business Analysis, Requirements Analysis, Account Management, Technical Recruiting, Quality Management, Talent Acquisition, Business Intelligence, Project Management, Software Project..., CRM, Resource Management, Requirements Gathering, Process Improvement, Business Process, Contract Recruitment, Training, Applicant Tracking..., Benefits Negotiation, Visio, Networking, Program Management, Recruiting, PMO, SharePoint, Consulting, Outsourcing, Information Technology, Management, Project Portfolio..., Business Process..., Integration, Change Management, ITIL, Enterprise Architecture, ERP, Leadership, Team Management, IT Strategy, Certified Scrum Master...
Education
Southern Illinois University, Edwardsville
Bryan McDearman's Wells Fargo Experience May 2007 - July 2014
Job Commercial Relationship Manager Vice President at Zions Bank
Industry Banking
Experience
Zions Bank July 2014 - Present
Wells Fargo May 2007 - July 2014
Meritage Homes November 2005 - February 2007
Henry S. Miller June 2002 - November 2005
Skills
Real Estate, Portfolio Management, Loans, Customer Service, Financial Analysis, Loan Origination, Credit Analysis, Investments, Risk Management, Strategic Planning, Business Development, Sales, Sales Management, Negotiation, Investment Properties, Commercial Lending, Credit, Commercial Mortgages, Commercial Banking, Banking
Education
Southern Methodist University - Cox School of Business 1998 — 2002
Finance, Finance; Spanish
St. Mark's School of Texas 1990 — 1998
Zions Bank July 2014 - Present
Wells Fargo May 2007 - July 2014
Meritage Homes November 2005 - February 2007
Henry S. Miller June 2002 - November 2005
Skills
Real Estate, Portfolio Management, Loans, Customer Service, Financial Analysis, Loan Origination, Credit Analysis, Investments, Risk Management, Strategic Planning, Business Development, Sales, Sales Management, Negotiation, Investment Properties, Commercial Lending, Credit, Commercial Mortgages, Commercial Banking, Banking
Education
Southern Methodist University - Cox School of Business 1998 — 2002
Finance, Finance; Spanish
St. Mark's School of Texas 1990 — 1998
Craig Davenport, Sr.'s Wells Fargo Experience 2007 - 2013
Job Technology Consultant
Industry Information Technology and Services
Experience
Primerica March 2015 - Present
CJK Rubicon / CJKR Consulting September 2013 - Present
CJKR Consulting September 2013 - May 2014
Wells Fargo 2007 - 2013
CJK Rubicon Systems 2005 - 2007
Charlotte-Mecklenburg Schools 2004 - 2005
Securitas Security Services USA, Inc. 2001 - 2004
Boy Scouts of America 2000 - 2001
The Judge Group 1999 - 2000
Keane, Inc. 1998 - 1999
Skills
Life Insurance, Series 6, Series 63, IT Management, Team Leadership, Computer Hardware, Software Installation, Strategic Planning, Security, Microsoft Office, Process Improvement, Customer Service, Routers, Disaster Recovery, Integration, SDLC, Enterprise Architecture, Data Center, SQL, Banking, PMO, WAN, Analysis, Microsoft Excel, Networking, Software Project..., Access, Business Continuity, Information Security, Unix, Business Process..., Virtualization, Solution Architecture, IT Service Management, Wireless, Management, Training
Education
Southern New Hampshire University 2014 — 2016
Master of Science (MS) - Finance
Strayer University (VA)
Bachelor of Science (B.S.)
Primerica March 2015 - Present
CJK Rubicon / CJKR Consulting September 2013 - Present
CJKR Consulting September 2013 - May 2014
Wells Fargo 2007 - 2013
CJK Rubicon Systems 2005 - 2007
Charlotte-Mecklenburg Schools 2004 - 2005
Securitas Security Services USA, Inc. 2001 - 2004
Boy Scouts of America 2000 - 2001
The Judge Group 1999 - 2000
Keane, Inc. 1998 - 1999
Skills
Life Insurance, Series 6, Series 63, IT Management, Team Leadership, Computer Hardware, Software Installation, Strategic Planning, Security, Microsoft Office, Process Improvement, Customer Service, Routers, Disaster Recovery, Integration, SDLC, Enterprise Architecture, Data Center, SQL, Banking, PMO, WAN, Analysis, Microsoft Excel, Networking, Software Project..., Access, Business Continuity, Information Security, Unix, Business Process..., Virtualization, Solution Architecture, IT Service Management, Wireless, Management, Training
Education
Southern New Hampshire University 2014 — 2016
Master of Science (MS) - Finance
Strayer University (VA)
Bachelor of Science (B.S.)
Carol Yonack's Wells Fargo Experience 2002 - 2006
Job Philanthropic Consultant at Carol Yonack & Associates
Industry Philanthropy
Experience
Carol Yonack & Associates October 2013 - Present
Foundation Source October 2011 - October 2013
Wealth Managment at Wells Fargo September 2007 - November 2011
Bank of America 2006 - 2007
Wells Fargo 2002 - 2006
Philanthropic Designs 2000 - 2002
Merrill Lynch Nonprofit Financial Services 1997 - 2000
NationasBank (now Bank of America) 1982 - 1997
Skills
Wealth Management, Investments, Non-profits, Nonprofits, Board Development, Planned Giving, Philanthropy, Charities, Portfolio Management, Asset Managment, Non-profit..., High Net Worth..., Alternative Investments, Foundations, Wealth, Asset Allocation, Fundraising, Trusts, Estate Planning, Trust Services, Financial Advisory, Wealth Management..., Investment Advisory, Financial Planners, Securities, Mutual Funds, Investment Strategies, Strategic Financial..., Investment Management, Retirement Planning, Asset Management, Financial Planning
Education
Southern Methodist University
Master of Science
Southern Methodist University
Bachelor of Science
Carol Yonack & Associates October 2013 - Present
Foundation Source October 2011 - October 2013
Wealth Managment at Wells Fargo September 2007 - November 2011
Bank of America 2006 - 2007
Wells Fargo 2002 - 2006
Philanthropic Designs 2000 - 2002
Merrill Lynch Nonprofit Financial Services 1997 - 2000
NationasBank (now Bank of America) 1982 - 1997
Skills
Wealth Management, Investments, Non-profits, Nonprofits, Board Development, Planned Giving, Philanthropy, Charities, Portfolio Management, Asset Managment, Non-profit..., High Net Worth..., Alternative Investments, Foundations, Wealth, Asset Allocation, Fundraising, Trusts, Estate Planning, Trust Services, Financial Advisory, Wealth Management..., Investment Advisory, Financial Planners, Securities, Mutual Funds, Investment Strategies, Strategic Financial..., Investment Management, Retirement Planning, Asset Management, Financial Planning
Education
Southern Methodist University
Master of Science
Southern Methodist University
Bachelor of Science
Kellie Ikard Davidson's Wells Fargo Experience August 1994 - July 1997
Job Senior Vice President at Bank SNB
Industry Banking
Experience
Bank SNB May 2013 - Present
Prosperity Bank/Coppermark Bank November 2004 - April 2013
Regions Financial Corporation May 2003 - October 2004
LegacyTexas Bank September 2000 - May 2003
Wells Fargo August 1994 - July 1997
Skills
Financial Analysis, Loans, Commercial Banking, Banking, Customer Service, Credit, Finance, Underwriting, Financial Modeling, Portfolio Management, Treasury Management, Mortgage Lending, Cash Management, Credit Risk, Due Diligence, Commercial Lending, Loan Origination
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Southwestern Graduate School of Banking
Baylor University - Hankamer School of Business 1982 — 1986
Bachelor of Business Administration (BBA), Finance
Bank SNB May 2013 - Present
Prosperity Bank/Coppermark Bank November 2004 - April 2013
Regions Financial Corporation May 2003 - October 2004
LegacyTexas Bank September 2000 - May 2003
Wells Fargo August 1994 - July 1997
Skills
Financial Analysis, Loans, Commercial Banking, Banking, Customer Service, Credit, Finance, Underwriting, Financial Modeling, Portfolio Management, Treasury Management, Mortgage Lending, Cash Management, Credit Risk, Due Diligence, Commercial Lending, Loan Origination
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Southwestern Graduate School of Banking
Baylor University - Hankamer School of Business 1982 — 1986
Bachelor of Business Administration (BBA), Finance
Jason Graybill's Wells Fargo Experience June 2005 - Present
Job Licensed Brokerage Associate/Business Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2005 - Present
Skills
Banking, Refinance, Mortgage Lending, Loans, Credit, Commercial Banking, Credit Analysis, Investments, Leadership Development, Marketing, Portfolio Management, Leadership, Small Business Lending, Retail Banking, Customer Service, Finance
Education
Southern Nazarene University
B.S., International Studies
University of Central Oklahoma
Wells Fargo June 2005 - Present
Skills
Banking, Refinance, Mortgage Lending, Loans, Credit, Commercial Banking, Credit Analysis, Investments, Leadership Development, Marketing, Portfolio Management, Leadership, Small Business Lending, Retail Banking, Customer Service, Finance
Education
Southern Nazarene University
B.S., International Studies
University of Central Oklahoma
Daniel Whittle's Wells Fargo Experience April 2006 - September 2010
Job Senior Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Merrill Lynch September 2010 - September 2011
Wells Fargo April 2006 - September 2010
Education
Southern Methodist University 2001 — 2005
Bachelor of Science (B.S.), Biochemistry, Mathematics
Frisco High School
Fidelity Investments September 2011 - Present
Merrill Lynch September 2010 - September 2011
Wells Fargo April 2006 - September 2010
Education
Southern Methodist University 2001 — 2005
Bachelor of Science (B.S.), Biochemistry, Mathematics
Frisco High School
Eric Flyg's Wells Fargo Experience July 2004 - April 2006
Job Counselor and Play Therapist
Industry Mental Health Care
Experience
Richland Oaks Counseling Center February 2015 - Present
Elledge Counseling Associates January 2014 - Present
Mosaic Family Services, Inc. January 2013 - August 2013
Platinum Motor Cars April 2010 - September 2011
Archon Group July 2009 - April 2010
Merrill Lynch May 2006 - February 2009
Wells Fargo July 2004 - April 2006
Skills
Portfolio Management, Valuation, Financial Modeling, Financial Analysis, Investments, Asset Managment, Equities, Banking, Project Management, Customer Service, Psychotherapy
Education
Dallas Theological Seminary 2011 — 2014
Master of Arts (M.A.), Mental Health Counseling/Counselor
Southern Methodist University 1996 — 2000
BBA, General Business
Richland Oaks Counseling Center February 2015 - Present
Elledge Counseling Associates January 2014 - Present
Mosaic Family Services, Inc. January 2013 - August 2013
Platinum Motor Cars April 2010 - September 2011
Archon Group July 2009 - April 2010
Merrill Lynch May 2006 - February 2009
Wells Fargo July 2004 - April 2006
Skills
Portfolio Management, Valuation, Financial Modeling, Financial Analysis, Investments, Asset Managment, Equities, Banking, Project Management, Customer Service, Psychotherapy
Education
Dallas Theological Seminary 2011 — 2014
Master of Arts (M.A.), Mental Health Counseling/Counselor
Southern Methodist University 1996 — 2000
BBA, General Business
Andy McIntosh's Wells Fargo Experience December 2011 - August 2012
Job Debt Capital Markets Cowen and Company
Industry Investment Banking
Experience
Wells Fargo December 2011 - August 2012
Wells Fargo July 2011 - December 2011
Wells Fargo May 2009 - June 2011
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance/Strategy
University of Nevada-Reno 2004 — 2009
B.S., Finance, Economics
Wells Fargo December 2011 - August 2012
Wells Fargo July 2011 - December 2011
Wells Fargo May 2009 - June 2011
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance/Strategy
University of Nevada-Reno 2004 — 2009
B.S., Finance, Economics
Renee Lander-Ruff's Wells Fargo Experience February 2007 - Present
Job Licensed Personal Banker Wells Fargo N.A.
Industry Banking
Experience
Wells Fargo February 2007 - Present
AT&T September 2003 - February 2007
Education
Southern Nazarene University
Bachelor of Science, Business Management
Wells Fargo February 2007 - Present
AT&T September 2003 - February 2007
Education
Southern Nazarene University
Bachelor of Science, Business Management
Jeremiah Hansen's Wells Fargo Experience September 2014 - Present
Job Business Banking Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2014 - Present
Wells Fargo 2004 - September 2014
Fidelity Investments July 2000 - July 2004
A. G. Edwards March 1999 - July 2000
Skills
Loans, Banking, Commercial Banking, Commercial Lending, Finance, Credit, Portfolio Management, Treasury Management, Wealth Management, Credit Analysis, Mortgage Lending, Small Business Lending, Investments, Relationship Management
Education
Southern Methodist University - Cox School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Strategic Management
University of North Texas 1994 — 1998
Bachelor's Degree, Strategic Management and Entrepreneurship
Wells Fargo September 2014 - Present
Wells Fargo 2004 - September 2014
Fidelity Investments July 2000 - July 2004
A. G. Edwards March 1999 - July 2000
Skills
Loans, Banking, Commercial Banking, Commercial Lending, Finance, Credit, Portfolio Management, Treasury Management, Wealth Management, Credit Analysis, Mortgage Lending, Small Business Lending, Investments, Relationship Management
Education
Southern Methodist University - Cox School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Strategic Management
University of North Texas 1994 — 1998
Bachelor's Degree, Strategic Management and Entrepreneurship
Cliff White's Wells Fargo Experience December 2009 - August 2013
Job Certified Financial Planner
Industry Financial Services
Experience
Clifford B White, Certified Financial Planner March 2008 - Present
Wells Fargo December 2009 - August 2013
Deloitte December 2008 - December 2009
Silicon Valley Bank April 1998 - September 2006
Skills
Commercial Banking, Loans, Banking, Credit Analysis, Credit, Investments, Commercial Lending, Portfolio Management, Credit Risk, Strategic Financial..., Financial Modeling, Business Planning, Small Business, Strategic Planning, Treasury Management, Underwriting, Financial Services, Financial Analysis, Cash Management, Capital Markets, Tax Preparation, Certified Financial...
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (BBA), Accounting
The University of Dallas
Master of Business Administration (MBA), Finance, General
Clifford B White, Certified Financial Planner March 2008 - Present
Wells Fargo December 2009 - August 2013
Deloitte December 2008 - December 2009
Silicon Valley Bank April 1998 - September 2006
Skills
Commercial Banking, Loans, Banking, Credit Analysis, Credit, Investments, Commercial Lending, Portfolio Management, Credit Risk, Strategic Financial..., Financial Modeling, Business Planning, Small Business, Strategic Planning, Treasury Management, Underwriting, Financial Services, Financial Analysis, Cash Management, Capital Markets, Tax Preparation, Certified Financial...
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (BBA), Accounting
The University of Dallas
Master of Business Administration (MBA), Finance, General
Claudia Everett's Wells Fargo Experience May 2007 - January 2009
Job Risk Management at Freedom First Credit Union
Industry Management Consulting
Experience
Freedom First Credit Union January 2014 - Present
Freedom First Credit Union October 2012 - December 2013
Wells Fargo May 2007 - January 2009
Skills
Banking, Customer Service, Technology
Education
Southern New Hampshire University 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Virginia Western Community College 2007 — 2010
Associate of Science (AS), Business Administration and Management, General
Freedom First Credit Union January 2014 - Present
Freedom First Credit Union October 2012 - December 2013
Wells Fargo May 2007 - January 2009
Skills
Banking, Customer Service, Technology
Education
Southern New Hampshire University 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Virginia Western Community College 2007 — 2010
Associate of Science (AS), Business Administration and Management, General
Michael Wojcik's Wells Fargo Experience December 2008 - July 2011
Job VP, Technical Operations and Services at Panera Bread
Industry Retail
Experience
Panera Bread April 2013 - Present
MoneyGram International August 2011 - April 2013
Wells Fargo December 2008 - July 2011
Wachovia, A Wells Fargo Company July 2008 - November 2008
A.G. Edwards January 1996 - July 2008
Xyquad Inc. June 1987 - December 1995
Illini Federal Savings and Loan April 1981 - November 1987
Skills
Enterprise Architecture, IT Strategy, Cloud Computing, Product Management, Architecture, SOA, Application Architecture, System Architecture, SDLC, E-commerce, Vendor Management, Team Building, Strategic Planning, Integration, Business Architecture, Technical Leadership, ITIL, Mentoring, Solution Architecture, Mergers
Education
Southern Illinois University, Edwardsville
BSBA, Business Administration/MGMT
Panera Bread April 2013 - Present
MoneyGram International August 2011 - April 2013
Wells Fargo December 2008 - July 2011
Wachovia, A Wells Fargo Company July 2008 - November 2008
A.G. Edwards January 1996 - July 2008
Xyquad Inc. June 1987 - December 1995
Illini Federal Savings and Loan April 1981 - November 1987
Skills
Enterprise Architecture, IT Strategy, Cloud Computing, Product Management, Architecture, SOA, Application Architecture, System Architecture, SDLC, E-commerce, Vendor Management, Team Building, Strategic Planning, Integration, Business Architecture, Technical Leadership, ITIL, Mentoring, Solution Architecture, Mergers
Education
Southern Illinois University, Edwardsville
BSBA, Business Administration/MGMT
David Erington's Wells Fargo Experience July 2012 - Present
Job Actively seeking Marketing/Writing position
Industry Marketing and Advertising
Experience
Wells Fargo July 2012 - Present
Bluebonnet Gypsy Studios January 2011 - June 2012
Global Consulting Group May 2006 - January 2011
Andean Designs LLC January 2009 - December 2010
Skills
Microsoft Office, Web Design, Adobe Creative Suite, Photoshop, Photography, Writing, Creative Writing, Marketing, Web Content, Web Marketing, Social Media Marketing, Blogging, Copywriting, Copy Editing, Online Advertising, Spanish, Marketing Communications, Product Marketing, Accounting, Management, Team-oriented, Entrepreneurship, Microsoft Excel, Newsletters, Online Marketing, Teamwork
Education
Southern Methodist University 2011 — 2013
Masters of Liberal Studies, Creative Writing
University of Mary Hardin-Baylor 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Wells Fargo July 2012 - Present
Bluebonnet Gypsy Studios January 2011 - June 2012
Global Consulting Group May 2006 - January 2011
Andean Designs LLC January 2009 - December 2010
Skills
Microsoft Office, Web Design, Adobe Creative Suite, Photoshop, Photography, Writing, Creative Writing, Marketing, Web Content, Web Marketing, Social Media Marketing, Blogging, Copywriting, Copy Editing, Online Advertising, Spanish, Marketing Communications, Product Marketing, Accounting, Management, Team-oriented, Entrepreneurship, Microsoft Excel, Newsletters, Online Marketing, Teamwork
Education
Southern Methodist University 2011 — 2013
Masters of Liberal Studies, Creative Writing
University of Mary Hardin-Baylor 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Mason Turner's Wells Fargo Experience March 2006 - August 2007
Job Management Consulting Professional
Industry Management Consulting
Experience
W.E. Devine Real Estate Group April 2005 - September 2013
The Dog February 2009 - August 2013
Hertz September 2007 - February 2009
Wells Fargo March 2006 - August 2007
The Dog January 2002 - March 2006
Prudential California Realty January 2002 - April 2005
Education
Southern Methodist University 1996 — 2001
Bachelor of Arts (BA), Economics
W.E. Devine Real Estate Group April 2005 - September 2013
The Dog February 2009 - August 2013
Hertz September 2007 - February 2009
Wells Fargo March 2006 - August 2007
The Dog January 2002 - March 2006
Prudential California Realty January 2002 - April 2005
Education
Southern Methodist University 1996 — 2001
Bachelor of Arts (BA), Economics
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank