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
Nick Brewer Nick Brewer's Wells Fargo Experience October 2014 - Present
Job Vice President Counterparty Credit Risk
Industry Banking
Experience
Wells Fargo October 2014 - Present
Bank of America June 2013 - September 2014
Bank of America April 2011 - June 2013
Bank of America December 2007 - April 2011
Bank of America November 2006 - December 2007
Bank of America July 2005 - November 2006
Skills
Risk Management, Operational Risk, Internal Controls, Vendor Management, Financial Analysis, P&L Management, Capital Markets, Financial Reporting, Market Risk, Derivatives, Interest Rate Risk..., FAS 133, Excel, Credit, Equities, Interest Rate...
Education
Union Graduate College 2003 — 2005
MBA
SUNY Oswego 1999 — 2003
Wells Fargo October 2014 - Present
Bank of America June 2013 - September 2014
Bank of America April 2011 - June 2013
Bank of America December 2007 - April 2011
Bank of America November 2006 - December 2007
Bank of America July 2005 - November 2006
Skills
Risk Management, Operational Risk, Internal Controls, Vendor Management, Financial Analysis, P&L Management, Capital Markets, Financial Reporting, Market Risk, Derivatives, Interest Rate Risk..., FAS 133, Excel, Credit, Equities, Interest Rate...
Education
Union Graduate College 2003 — 2005
MBA
SUNY Oswego 1999 — 2003
Stephannie Walser Stephannie Walser's Wells Fargo Experience January 2014 - Present
Job Personal Banker
Industry Banking
Experience
Wells Fargo January 2014 - Present
Lofton Staffing Services August 2012 - January 2013
Hair Club for Men and Women March 2012 - August 2012
NTN Buzztime September 2011 - February 2012
Bayview Wireless February 2011 - July 2011
GoWireless, Inc. November 2010 - February 2011
RadioShack September 2006 - October 2010
Skills
Customer Service, Sales, Call Centers, Invoicing, Telephone Skills, Payroll, Sales Management, Process Scheduler, Telecommunications, Troubleshooting, Coaching, Filing, Management, Time Management, Leadership, Teamwork, Microsoft Office, Training, Banking, Finance
Education
Stephen F. Austin State University 2007 — 2008
Business Administration and Management, General
Wells Fargo January 2014 - Present
Lofton Staffing Services August 2012 - January 2013
Hair Club for Men and Women March 2012 - August 2012
NTN Buzztime September 2011 - February 2012
Bayview Wireless February 2011 - July 2011
GoWireless, Inc. November 2010 - February 2011
RadioShack September 2006 - October 2010
Skills
Customer Service, Sales, Call Centers, Invoicing, Telephone Skills, Payroll, Sales Management, Process Scheduler, Telecommunications, Troubleshooting, Coaching, Filing, Management, Time Management, Leadership, Teamwork, Microsoft Office, Training, Banking, Finance
Education
Stephen F. Austin State University 2007 — 2008
Business Administration and Management, General
Fernando Grullon Fernando Grullon's Wells Fargo Experience May 2012 - Present
Job Lead Teller/ATM Custodian at Wells Fargo
Industry Package/Freight Delivery
Experience
Wells Fargo May 2012 - Present
FedEx Ground May 2007 - September 2012
BetterMeats Wholesale May 2006 - February 2012
Skills
Accounts Payable, Accounts Receivable, Timeslips, Microsoft Office, Administrative..., Spreadsheets, QuickBooks, Data Entry, 10 Key, Invoicing, Lotus Notes, Access, Outlook, Fax, Payroll, Telephone Skills
Education
SUNY Plattsburgh 2006 — 2008
Bachelor of Arts (BA), Audio-Radio Digital Media
Suny Cobleskill 2004 — 2006
Associate of Arts and Sciences (AAS), micro computer support
Wells Fargo May 2012 - Present
FedEx Ground May 2007 - September 2012
BetterMeats Wholesale May 2006 - February 2012
Skills
Accounts Payable, Accounts Receivable, Timeslips, Microsoft Office, Administrative..., Spreadsheets, QuickBooks, Data Entry, 10 Key, Invoicing, Lotus Notes, Access, Outlook, Fax, Payroll, Telephone Skills
Education
SUNY Plattsburgh 2006 — 2008
Bachelor of Arts (BA), Audio-Radio Digital Media
Suny Cobleskill 2004 — 2006
Associate of Arts and Sciences (AAS), micro computer support
Cindy Scammel Brewington, AAMS Cindy Scammel Brewington, AAMS's Wells Fargo Experience June 1993 - September 1997
Job Financial Advisor/Partner at EdwardJones
Industry Financial Services
Experience
Edward Jones September 1997 - Present
Wells Fargo June 1993 - September 1997
Compass Bank January 1990 - June 1993
Skills
Finance, Roth IRA, Life Insurance, Wealth Accumulation, Long-term Care, Insurance, Term Life Insurance, Financial Analysis, Wealth, Relationship Management, Financial Planners, Banking, Employee Benefits, Leadership, Bonds, Long Term Care Insurance, Mortgage Lending, Asset Management, Financial Modeling
Education
Stephen F. Austin State University
Bachelor’s Degree
University of Houston
College of Financial Planning
Edward Jones September 1997 - Present
Wells Fargo June 1993 - September 1997
Compass Bank January 1990 - June 1993
Skills
Finance, Roth IRA, Life Insurance, Wealth Accumulation, Long-term Care, Insurance, Term Life Insurance, Financial Analysis, Wealth, Relationship Management, Financial Planners, Banking, Employee Benefits, Leadership, Bonds, Long Term Care Insurance, Mortgage Lending, Asset Management, Financial Modeling
Education
Stephen F. Austin State University
Bachelor’s Degree
University of Houston
College of Financial Planning
Jabrila King Jabrila King's Wells Fargo Experience September 2004 - May 2007
Job Financial Specialist at King Financial
Industry Accounting
Experience
King Financial, LLC June 2012 - Present
Duke's Root Control, Inc. October 2008 - September 2011
Wells Fargo September 2004 - May 2007
Skills
Accounting, Tax, Account Reconciliation, Tax Preparation, Income Tax, Tax Law, Office Administration, Regulatory Requirements, Accounts Payable, QuickBooks, Auditing, General Ledger, Financial Reporting, Accounts Receivable, Financial Accounting, Financial Analysis, Retail Banking, Commercial Banking, Financial Statements, Bank Reconciliation, Expenses
Education
SUNY Empire State College 2011 — 2013
Bachelor of Science (BS), Accounting and Finance
King Financial, LLC June 2012 - Present
Duke's Root Control, Inc. October 2008 - September 2011
Wells Fargo September 2004 - May 2007
Skills
Accounting, Tax, Account Reconciliation, Tax Preparation, Income Tax, Tax Law, Office Administration, Regulatory Requirements, Accounts Payable, QuickBooks, Auditing, General Ledger, Financial Reporting, Accounts Receivable, Financial Accounting, Financial Analysis, Retail Banking, Commercial Banking, Financial Statements, Bank Reconciliation, Expenses
Education
SUNY Empire State College 2011 — 2013
Bachelor of Science (BS), Accounting and Finance
Drew Rabetoy Drew Rabetoy's Wells Fargo Experience January 2010 - September 2010
Job Supervisor at Paychex
Industry Human Resources
Experience
Paychex November 2012 - Present
Paychex September 2010 - November 2012
Wells Fargo January 2010 - September 2010
Kraftees College Town May 2008 - September 2008
Skills
Employee Benefits, Payroll, Recruiting, Customer Service, Human Resources, Sales, Cold Calling, Leadership, Performance Management, Training, Banking, Management, Coaching, Salesforce.com, Account Management, Team Building, Time Management, Microsoft Excel, HRIS, Microsoft Office, Onboarding, Marketing, Project Management, Mentoring
Education
SUNY Oswego 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Paychex November 2012 - Present
Paychex September 2010 - November 2012
Wells Fargo January 2010 - September 2010
Kraftees College Town May 2008 - September 2008
Skills
Employee Benefits, Payroll, Recruiting, Customer Service, Human Resources, Sales, Cold Calling, Leadership, Performance Management, Training, Banking, Management, Coaching, Salesforce.com, Account Management, Team Building, Time Management, Microsoft Excel, HRIS, Microsoft Office, Onboarding, Marketing, Project Management, Mentoring
Education
SUNY Oswego 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Trevor Bye Trevor Bye's Wells Fargo Experience October 2011 - June 2012
Job Client Services at Yodle
Industry Marketing and Advertising
Experience
Yodle April 2015 - Present
Yodle January 2015 - Present
Yodle September 2014 - Present
Yodle May 2014 - September 2014
Volusion June 2013 - January 2014
Apple June 2012 - June 2013
Wells Fargo October 2011 - June 2012
Skills
Bilingual-English/Spanis..., Microsoft Office, Mac OS, Sales, Salesforce.com, Problem Solving, Exceeding Quotas, Website Development, E-commerce SEO, SEO, Email Marketing, Online Marketing, Business Planning, CRM, E-commerce, Google Analytics, Social Networking, WordPress, Google Adwords, Web Analytics, PPC, OS X, B2B, Online Advertising, SEM, Account Management, Web Project Management, HTML, Business Analysis, iOS, Web Content Management, Languages, Analysis, Marketing, Social Media, Social Media Marketing, Customer Service, Facebook
Education
Stephen F. Austin State University 2006 — 2010
Bachelor of Arts (B.A.), Spanish Language and Literature
Yodle April 2015 - Present
Yodle January 2015 - Present
Yodle September 2014 - Present
Yodle May 2014 - September 2014
Volusion June 2013 - January 2014
Apple June 2012 - June 2013
Wells Fargo October 2011 - June 2012
Skills
Bilingual-English/Spanis..., Microsoft Office, Mac OS, Sales, Salesforce.com, Problem Solving, Exceeding Quotas, Website Development, E-commerce SEO, SEO, Email Marketing, Online Marketing, Business Planning, CRM, E-commerce, Google Analytics, Social Networking, WordPress, Google Adwords, Web Analytics, PPC, OS X, B2B, Online Advertising, SEM, Account Management, Web Project Management, HTML, Business Analysis, iOS, Web Content Management, Languages, Analysis, Marketing, Social Media, Social Media Marketing, Customer Service, Facebook
Education
Stephen F. Austin State University 2006 — 2010
Bachelor of Arts (B.A.), Spanish Language and Literature
Carmelina Cannata Rodriguez Carmelina Cannata Rodriguez's Wells Fargo Experience March 2013 - Present
Job Personal Banker 1 at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2013 - Present
Wells Fargo August 2012 - March 2013
Bank of America July 2010 - August 2012
Rite Aid September 2004 - May 2010
Skills
Customer Service, Banking, Retail Banking, Credit, Cross Selling, Cash Management, Consumer Lending, Loans, Commercial Banking, Deposits, Credit Cards, Financial Analysis, Mortgage Lending, Credit Analysis, Finance, Relationship Management, Risk Management, Financial Services, Customer Satisfaction, Sales, Recruiting, Team Building, Management, Job Coaching, Microsoft Office
Education
SUNY Oswego 2006 — 2010
Bachelor of Business Administration (B.B.A.), International Business
C.W. Baker High School 2004 — 2006
Wells Fargo March 2013 - Present
Wells Fargo August 2012 - March 2013
Bank of America July 2010 - August 2012
Rite Aid September 2004 - May 2010
Skills
Customer Service, Banking, Retail Banking, Credit, Cross Selling, Cash Management, Consumer Lending, Loans, Commercial Banking, Deposits, Credit Cards, Financial Analysis, Mortgage Lending, Credit Analysis, Finance, Relationship Management, Risk Management, Financial Services, Customer Satisfaction, Sales, Recruiting, Team Building, Management, Job Coaching, Microsoft Office
Education
SUNY Oswego 2006 — 2010
Bachelor of Business Administration (B.B.A.), International Business
C.W. Baker High School 2004 — 2006
MacArthur Mitchell II MacArthur Mitchell II's Wells Fargo Experience August 2014 - Present
Job Client Services Consultant III at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Wells Fargo December 2013 - August 2014
Wells Fargo March 2013 - December 2013
Carlisle & Gallagher Consulting Group July 2012 - January 2013
Nationstar Mortgage Wholesale Lending June 2011 - July 2012
Wal-Mart Stores Inc. May 2005 - July 2011
Skills
Team Leadership, Quality Auditing, Work Independently with..., Customer Service, Credit, Analysis, Mortgage Lending, Mortgage Servicing, Call Centers, Microsoft Office, Quality Assurance, PowerPoint, Employee Training, Loss Mitigation, Call Center, Customer Experience, People Skills, Quality Control, Research, Interpersonal Skill, Training, Process Improvement, Time Management
Education
Stephen F. Austin State University 2004 — 2010
Bachelor of Science (B.S.), Hospitality Administration and Management
Wells Fargo August 2014 - Present
Wells Fargo December 2013 - August 2014
Wells Fargo March 2013 - December 2013
Carlisle & Gallagher Consulting Group July 2012 - January 2013
Nationstar Mortgage Wholesale Lending June 2011 - July 2012
Wal-Mart Stores Inc. May 2005 - July 2011
Skills
Team Leadership, Quality Auditing, Work Independently with..., Customer Service, Credit, Analysis, Mortgage Lending, Mortgage Servicing, Call Centers, Microsoft Office, Quality Assurance, PowerPoint, Employee Training, Loss Mitigation, Call Center, Customer Experience, People Skills, Quality Control, Research, Interpersonal Skill, Training, Process Improvement, Time Management
Education
Stephen F. Austin State University 2004 — 2010
Bachelor of Science (B.S.), Hospitality Administration and Management
Lawrence Zarlin's Wells Fargo Experience February 2012 - Present
Job Business Specialist Wells Fargo at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo February 2012 - Present
Wells Fargo June 2005 - January 2012
Wells Fargo June 2004 - May 2005
First Data Merchant Services January 2002 - May 2004
Wells Fargo January 1999 - December 2001
Skills
Loans, Banking, Credit, Portfolio Management, Financial Analysis, Credit Analysis, Financial Risk, Retail Banking, Relationship Management, Credit Risk, Sales
Education
State University of New York College at Old Westbury 1983 — 1985
Bachelor’s Degree, Political Economy
Wells Fargo February 2012 - Present
Wells Fargo June 2005 - January 2012
Wells Fargo June 2004 - May 2005
First Data Merchant Services January 2002 - May 2004
Wells Fargo January 1999 - December 2001
Skills
Loans, Banking, Credit, Portfolio Management, Financial Analysis, Credit Analysis, Financial Risk, Retail Banking, Relationship Management, Credit Risk, Sales
Education
State University of New York College at Old Westbury 1983 — 1985
Bachelor’s Degree, Political Economy
Brad Shelton Brad Shelton's Wells Fargo Experience October 1994 - October 2005
Job Senior Vice President / Commercial Real Estate / Patriot Bank
Industry Banking
Experience
Patriot Bank May 2014 - Present
InterBank USA April 2013 - March 2014
Texas Capital Bank June 2006 - January 2013
Wells Fargo October 1994 - October 2005
Chase Manhattan of Texas June 1989 - September 1994
Skills
Banking, Loans, Portfolio Management, Asset Management, Finance, Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending, Program Management, Construction Loans, Residential Homes, Mortgage Banking, Consumer Lending, Underwriting, Real Estate Economics, Credit Risk, Commercial Real Estate, Aquistion and..., Real Estate
Education
Stephen F. Austin State University 1983 — 1986
BBA, Finance
Patriot Bank May 2014 - Present
InterBank USA April 2013 - March 2014
Texas Capital Bank June 2006 - January 2013
Wells Fargo October 1994 - October 2005
Chase Manhattan of Texas June 1989 - September 1994
Skills
Banking, Loans, Portfolio Management, Asset Management, Finance, Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending, Program Management, Construction Loans, Residential Homes, Mortgage Banking, Consumer Lending, Underwriting, Real Estate Economics, Credit Risk, Commercial Real Estate, Aquistion and..., Real Estate
Education
Stephen F. Austin State University 1983 — 1986
BBA, Finance
Donna Goldberg Donna Goldberg's Wells Fargo Experience 2011 - 2011
Job Licensed Realtor and Senior Technology Consultant
Industry Real Estate
Experience
Realty ONE Group BMC Associates May 2014 - Present
Safeway September 2011 - Present
Gray Roost Inc September 2013 - May 2014
BMC Real Estate 2011 - 2013
Wells Fargo 2011 - 2011
Keller Williams Real Estate 2008 - 2011
Federal Home Loan Bank 2007 - 2008
1FB USA 2004 - 2007
Charles Schwab 2004 - 2004
PG&E 2002 - 2004
Skills
Real Estate, Project Management, Program Management, PMO, Process Improvement, Vendor Management, Relationship Management, Real Property, Budgets, Real Estate Economics, Integration, Real Estate Transactions, Investment Properties, Cross-functional Team..., Asset Managment, Sellers, Leadership, Team Building, Real Estate Development, Investments, Investors, Selling, Rentals, Single Family Homes, Buyers, Property, Buyer Representation, Residential Homes, Loans, First Time Home Buyers
Education
State University of New York College at Oneonta 1973 — 1977
BA
University of California, Davis
Realty ONE Group BMC Associates May 2014 - Present
Safeway September 2011 - Present
Gray Roost Inc September 2013 - May 2014
BMC Real Estate 2011 - 2013
Wells Fargo 2011 - 2011
Keller Williams Real Estate 2008 - 2011
Federal Home Loan Bank 2007 - 2008
1FB USA 2004 - 2007
Charles Schwab 2004 - 2004
PG&E 2002 - 2004
Skills
Real Estate, Project Management, Program Management, PMO, Process Improvement, Vendor Management, Relationship Management, Real Property, Budgets, Real Estate Economics, Integration, Real Estate Transactions, Investment Properties, Cross-functional Team..., Asset Managment, Sellers, Leadership, Team Building, Real Estate Development, Investments, Investors, Selling, Rentals, Single Family Homes, Buyers, Property, Buyer Representation, Residential Homes, Loans, First Time Home Buyers
Education
State University of New York College at Oneonta 1973 — 1977
BA
University of California, Davis
Stephanie Marsh's Wells Fargo Experience February 2007 - June 2008
Job Staff Accountant
Industry Accounting
Experience
Riedman Development February 2015 - Present
Daniele Family Companies October 2013 - February 2015
ACM Medical Laboratory October 2012 - October 2013
Corinthian Colleges, Inc. August 2008 - May 2011
Wells Fargo February 2007 - June 2008
Rochester Institute of Technology January 2006 - February 2007
Skills
American Sign Language, Spanish, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Customer Service, Microsoft Office, Higher Education, Event Planning, Financial Reporting, Data Entry, Leadership, Accounting, Budgets, Financial Accounting, Banking, Accounts Receivable, Invoicing, Employee Benefits, Accounts Payable, Account Reconciliation, Payroll, Financial Analysis, General Ledger, Bookkeeping, Spreadsheets, Finance, Time Management, QuickBooks, Training, Staff Development
Education
State University of New York College at Potsdam 2002 — 2005
Bachelor of Science (B.S.), Business Administration
Riedman Development February 2015 - Present
Daniele Family Companies October 2013 - February 2015
ACM Medical Laboratory October 2012 - October 2013
Corinthian Colleges, Inc. August 2008 - May 2011
Wells Fargo February 2007 - June 2008
Rochester Institute of Technology January 2006 - February 2007
Skills
American Sign Language, Spanish, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Customer Service, Microsoft Office, Higher Education, Event Planning, Financial Reporting, Data Entry, Leadership, Accounting, Budgets, Financial Accounting, Banking, Accounts Receivable, Invoicing, Employee Benefits, Accounts Payable, Account Reconciliation, Payroll, Financial Analysis, General Ledger, Bookkeeping, Spreadsheets, Finance, Time Management, QuickBooks, Training, Staff Development
Education
State University of New York College at Potsdam 2002 — 2005
Bachelor of Science (B.S.), Business Administration
Sylvia Greeney Morris's Wells Fargo Experience March 2003 - March 2007
Job Seeking Employment at North Metro, MN
Industry Consumer Services
Experience
North Metro, MN July 2013 - Present
US Bank June 2010 - July 2013
US Bank February 2009 - June 2010
Massage Envy September 2007 - February 2009
Wells Fargo March 2003 - March 2007
Turner Prescription Center, Galesburg, IL July 2001 - August 2002
Oswego County OB-GYN PC January 1990 - July 1999
The Chase Manhattan Bank May 1987 - May 1988
Department of Defense May 1978 - October 1980
United States Department of Defense May 1978 - October 1980
Skills
Risk Management, Sales, Staff Development, Conflict Resolution, Account Reconciliation, Mediation, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Event Planning, Research, Data Entry, Banking, Team Building, Outlook, Project Planning, Government, Time Management, Human Resources, Teaching, Accounting, Leadership, Project Management, Finance, Process Improvement, Analysis, Management, System Administration, Training, Budgets, Data Analysis, Access, Community Outreach, Fundraising, Leadership Development, Policy
Education
Oswego County BOCES School of Practical Nursing 1989 — 1989
LPN, Practical Nursing
State University of New York College at Oswego 1972 — 1977
Bachelor of Arts (BA), German
Berlin American High School 1968 — 1972
North Metro, MN July 2013 - Present
US Bank June 2010 - July 2013
US Bank February 2009 - June 2010
Massage Envy September 2007 - February 2009
Wells Fargo March 2003 - March 2007
Turner Prescription Center, Galesburg, IL July 2001 - August 2002
Oswego County OB-GYN PC January 1990 - July 1999
The Chase Manhattan Bank May 1987 - May 1988
Department of Defense May 1978 - October 1980
United States Department of Defense May 1978 - October 1980
Skills
Risk Management, Sales, Staff Development, Conflict Resolution, Account Reconciliation, Mediation, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Event Planning, Research, Data Entry, Banking, Team Building, Outlook, Project Planning, Government, Time Management, Human Resources, Teaching, Accounting, Leadership, Project Management, Finance, Process Improvement, Analysis, Management, System Administration, Training, Budgets, Data Analysis, Access, Community Outreach, Fundraising, Leadership Development, Policy
Education
Oswego County BOCES School of Practical Nursing 1989 — 1989
LPN, Practical Nursing
State University of New York College at Oswego 1972 — 1977
Bachelor of Arts (BA), German
Berlin American High School 1968 — 1972
Sandra Aponte Sandra Aponte's Wells Fargo Experience May 2013 - September 2014
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank October 2014 - Present
Wells Fargo May 2013 - September 2014
Skills
Administrative..., Mortgage Lending, Mortgage Underwriting, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Microsoft Publisher, Medical Terminology, Medical Billing, Patient Support, Bilingual Communications, Customer Service, Sales, Problem Solving, Team Building, Secretarial Skills, Office Administration, Microsoft Office, Banking, Budgets, Management, Negotiation, Sales Operations
Education
State University of New York Empire State College 1998 — 2001
Business Administration and Management, General
Wells Fargo Bank October 2014 - Present
Wells Fargo May 2013 - September 2014
Skills
Administrative..., Mortgage Lending, Mortgage Underwriting, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Microsoft Publisher, Medical Terminology, Medical Billing, Patient Support, Bilingual Communications, Customer Service, Sales, Problem Solving, Team Building, Secretarial Skills, Office Administration, Microsoft Office, Banking, Budgets, Management, Negotiation, Sales Operations
Education
State University of New York Empire State College 1998 — 2001
Business Administration and Management, General
Dan McCollins Dan McCollins's Wells Fargo Experience 1998 - 2012
Job Strategic Sales Manager Media Corporate Payments at WEX Inc. (NYSE: WEX)
Industry Computer Software
Experience
WEX Inc. (NYSE: WEX) January 2015 - Present
Concur Technologies May 2013 - December 2014
Wells Fargo 1998 - 2012
Norwest Card Services 1993 - 1998
Skills
B2B Payments, Business Development, Business Process..., Business Value Selling, Cloud Computing, Cold Call Prospecting, Commercial Card, EIPP, Mentoring, Pipeline Management, Project Management, Relationship Management, SaaS, Solution Selling, Teamwork, Travel Management, WebEx, Creative Problem Solving, Contract Negotiation, E-commerce, Sales, Team Leadership, Program Management, CRM
Education
State University of New York College at Potsdam 1981 — 1985
Bachelor of Arts (B.A.), Geological and Earth Sciences/Geosciences
WEX Inc. (NYSE: WEX) January 2015 - Present
Concur Technologies May 2013 - December 2014
Wells Fargo 1998 - 2012
Norwest Card Services 1993 - 1998
Skills
B2B Payments, Business Development, Business Process..., Business Value Selling, Cloud Computing, Cold Call Prospecting, Commercial Card, EIPP, Mentoring, Pipeline Management, Project Management, Relationship Management, SaaS, Solution Selling, Teamwork, Travel Management, WebEx, Creative Problem Solving, Contract Negotiation, E-commerce, Sales, Team Leadership, Program Management, CRM
Education
State University of New York College at Potsdam 1981 — 1985
Bachelor of Arts (B.A.), Geological and Earth Sciences/Geosciences
Jason Bader's Wells Fargo Experience March 2007 - May 2010
Job Internal Sales Consultant New York Life & Mainstay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments June 2014 - Present
J.P. Morgan June 2010 - June 2014
Wells Fargo March 2007 - May 2010
Skills
Investments, Sales, Credit, Equities, Sports, Financial Analysis, Fixed Income, Series 7, Microsoft Excel, Mutual Funds, Financial Services, Bloomberg, Relationship Management, Series 63, Asset Management, Travel, Bloomberg Terminal
Education
University at Buffalo 2002 — 2004
Bachelor's Degree
State University of New York College at Oneonta 2000 — 2002
New York Life & MainStay Investments June 2014 - Present
J.P. Morgan June 2010 - June 2014
Wells Fargo March 2007 - May 2010
Skills
Investments, Sales, Credit, Equities, Sports, Financial Analysis, Fixed Income, Series 7, Microsoft Excel, Mutual Funds, Financial Services, Bloomberg, Relationship Management, Series 63, Asset Management, Travel, Bloomberg Terminal
Education
University at Buffalo 2002 — 2004
Bachelor's Degree
State University of New York College at Oneonta 2000 — 2002
Andrew Fleck's Wells Fargo Experience July 2015 - Present
Job Market Sales Manager Wells Fargo Payroll Services
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo April 2011 - June 2015
Education
Stephen F. Austin State University 2005 — 2007
Master's degree, Education
Virginia Tech 2001 — 2005
Bachelor's degree
Wells Fargo July 2015 - Present
Wells Fargo April 2011 - June 2015
Education
Stephen F. Austin State University 2005 — 2007
Master's degree, Education
Virginia Tech 2001 — 2005
Bachelor's degree
Charity Hutchings Charity Hutchings's Wells Fargo Experience January 2014 - Present
Job Administrative Lending Assistant at Citizens National Bank (Henderson, TX)
Industry Banking
Experience
Wells Fargo January 2014 - Present
Citizens National Bank (Henderson, TX) July 2013 - Present
Citizens National Bank (Henderson, TX) January 2012 - Present
Health Horizons International Foundation January 2007 - January 2012
Skills
Loans, Microsoft Office, Banking, Retail Banking, Commercial Banking, Credit, Credit Analysis, Credit Risk, Administrative..., Lotus Notes, Mortgage Lending, Financial Risk, Commercial Lending, Private Banking, Office Administration
Education
Stephen F. Austin State University 2007 — 2012
Business
Wells Fargo January 2014 - Present
Citizens National Bank (Henderson, TX) July 2013 - Present
Citizens National Bank (Henderson, TX) January 2012 - Present
Health Horizons International Foundation January 2007 - January 2012
Skills
Loans, Microsoft Office, Banking, Retail Banking, Commercial Banking, Credit, Credit Analysis, Credit Risk, Administrative..., Lotus Notes, Mortgage Lending, Financial Risk, Commercial Lending, Private Banking, Office Administration
Education
Stephen F. Austin State University 2007 — 2012
Business
Derick Pantoja Derick Pantoja's Wells Fargo Experience August 2009 - Present
Job District Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2009 - Present
Wachovia, A Wells Fargo Company November 2007 - August 2009
Wachovia, A Wells Fargo Company February 2006 - November 2007
Wachovia, A Wells Fargo Company July 2005 - February 2006
Skills
Banking, Credit, Commercial Banking, Cross Selling, Coaching, Customer Satisfaction, Finance, Leadership, Loans, Management, Mergers & Acquisitions, Retail, Retail Banking, Sales, Small Business Lending, Team Management, Underwriting
Education
AIP Language Institute 2001 — 2001
NA
SUNY Oneonta 1996 — 2000
BA, Business
Wells Fargo August 2009 - Present
Wachovia, A Wells Fargo Company November 2007 - August 2009
Wachovia, A Wells Fargo Company February 2006 - November 2007
Wachovia, A Wells Fargo Company July 2005 - February 2006
Skills
Banking, Credit, Commercial Banking, Cross Selling, Coaching, Customer Satisfaction, Finance, Leadership, Loans, Management, Mergers & Acquisitions, Retail, Retail Banking, Sales, Small Business Lending, Team Management, Underwriting
Education
AIP Language Institute 2001 — 2001
NA
SUNY Oneonta 1996 — 2000
BA, Business
Chris Noessner Chris Noessner's Wells Fargo Experience November 2012 - Present
Job Treasury Management Sales Analyst 2 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Wells Fargo Bank January 2009 - November 2012
John Holtz Honda October 2004 - September 2008
Skills
Sales, New Business Development, Treasury Management, Treasury Services, Accounts Payable, Accounts Receivable, Business Relationship..., Business Process..., Experienced Business..., Business Strategy, Sales Management, Strategic Planning, Customer Service, Banking, Portfolio Management, Relationship Management, Commercial Banking, Financial Analysis, Financial Services, Marketing, Finance, Process Improvement, Management, Leadership, Negotiation, Team Building, Credit, Cross Selling
Education
State University of New York College at Geneseo 1998 — 2003
Wells Fargo November 2012 - Present
Wells Fargo Bank January 2009 - November 2012
John Holtz Honda October 2004 - September 2008
Skills
Sales, New Business Development, Treasury Management, Treasury Services, Accounts Payable, Accounts Receivable, Business Relationship..., Business Process..., Experienced Business..., Business Strategy, Sales Management, Strategic Planning, Customer Service, Banking, Portfolio Management, Relationship Management, Commercial Banking, Financial Analysis, Financial Services, Marketing, Finance, Process Improvement, Management, Leadership, Negotiation, Team Building, Credit, Cross Selling
Education
State University of New York College at Geneseo 1998 — 2003
Lawrence Battle's Wells Fargo Experience November 2014 - July 2015
Job sales associate at Gap Inc.
Industry Retail
Experience
YES Prep Public Schools July 2015 - Present
Gap Inc. August 2012 - Present
Wells Fargo November 2014 - July 2015
Battleground Texas March 2014 - November 2014
Skills
Leadership, Training, Sales, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Social Media, PowerPoint, Team Building, Management, Social Networking, Public Speaking, Facebook, Research, Retail, Event Planning, Data Entry, Strategic Planning, Teaching
Education
Stephen F. Austin State University 2006 — 2012
Bachelor of Science (B.S.), Political Science and Government
YES Prep Public Schools July 2015 - Present
Gap Inc. August 2012 - Present
Wells Fargo November 2014 - July 2015
Battleground Texas March 2014 - November 2014
Skills
Leadership, Training, Sales, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Social Media, PowerPoint, Team Building, Management, Social Networking, Public Speaking, Facebook, Research, Retail, Event Planning, Data Entry, Strategic Planning, Teaching
Education
Stephen F. Austin State University 2006 — 2012
Bachelor of Science (B.S.), Political Science and Government
Melissa Martinez-Gonzalez Melissa Martinez-Gonzalez's Wells Fargo Experience July 2013 - October 2014
Job Currently pursuing Masters Degree
Industry Higher Education
Experience
Hudson Valley School Districts June 2015 - Present
Wells Fargo July 2013 - October 2014
TD Bank January 2013 - July 2013
Fordham Road Business Improvement District (BID) September 2012 - March 2013
Bank of America December 2006 - April 2010
Skills
Fluent Spanish, Power Point, Excel, Quick book, Outlook, Grant Writing, Community Economic..., Non-For-Profit..., Coaching, Banking, Commercial Banking, Consumer Lending, Credit, Customer Service, Fundraising, Loans, Leadership, Management, Mortgage Lending, Relationship Management, Microsoft Excel, Sales, Spanish, Risk Management, Retail Banking, Social Media, Social Networking, PowerPoint, Microsoft Office, Non-profits, Nonprofits, Public Speaking, QuickBooks, Research
Education
State University of New York College of Agriculture and Technology at Cobleskill 2010 — 2012
Business Administration concentration in Finance, Business Administration
Hudson Valley School Districts June 2015 - Present
Wells Fargo July 2013 - October 2014
TD Bank January 2013 - July 2013
Fordham Road Business Improvement District (BID) September 2012 - March 2013
Bank of America December 2006 - April 2010
Skills
Fluent Spanish, Power Point, Excel, Quick book, Outlook, Grant Writing, Community Economic..., Non-For-Profit..., Coaching, Banking, Commercial Banking, Consumer Lending, Credit, Customer Service, Fundraising, Loans, Leadership, Management, Mortgage Lending, Relationship Management, Microsoft Excel, Sales, Spanish, Risk Management, Retail Banking, Social Media, Social Networking, PowerPoint, Microsoft Office, Non-profits, Nonprofits, Public Speaking, QuickBooks, Research
Education
State University of New York College of Agriculture and Technology at Cobleskill 2010 — 2012
Business Administration concentration in Finance, Business Administration
Brandi C. Vitier Brandi C. Vitier's Wells Fargo Experience 2007 - 2008
Job Executive Vice President Commercial & Healthcare Banking
Industry Financial Services
Experience
The Bank of San Antonio June 2008 - Present
Wells Fargo 2007 - 2008
Compass Bank September 2002 - September 2007
Skills
Bilingual-Spanish, Underwriting- Commercial, Negotiation, Contract Negotiation, Manufacturing, Banking, Underwriting, Management, Commercial Lending, Commercial Banking, Loans, Financial Analysis, Leadership, Portfolio Management, Strategic Planning, Customer Service, Finance, Inspiring People, Sales, Team Building, Real Estate, Mergers & Acquisitions, Credit Analysis, Insurance, Exceptional People..., Commercial Real Estate, Credit
Education
The University of Texas at San Antonio 1992 — 1997
MPA, Health Care Administration & Finance
Stephen F. Austin State University 1991 — 1993
The Bank of San Antonio June 2008 - Present
Wells Fargo 2007 - 2008
Compass Bank September 2002 - September 2007
Skills
Bilingual-Spanish, Underwriting- Commercial, Negotiation, Contract Negotiation, Manufacturing, Banking, Underwriting, Management, Commercial Lending, Commercial Banking, Loans, Financial Analysis, Leadership, Portfolio Management, Strategic Planning, Customer Service, Finance, Inspiring People, Sales, Team Building, Real Estate, Mergers & Acquisitions, Credit Analysis, Insurance, Exceptional People..., Commercial Real Estate, Credit
Education
The University of Texas at San Antonio 1992 — 1997
MPA, Health Care Administration & Finance
Stephen F. Austin State University 1991 — 1993
Ruth Perez's Wells Fargo Experience July 2015 - Present
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Management Leadership for Tomorrow July 2013 - December 2014
Moody's Analytics June 2014 - August 2014
Bloomingdale's June 2013 - August 2013
The Estée Lauder Companies Inc. January 2012 - February 2012
The Estée Lauder Companies Inc. June 2011 - August 2011
NYC Department of Consumer Affairs January 2011 - June 2011
Morningside Center for Teaching Social Responsability July 2010 - August 2010
Skills
High Achiever, Analytical Approach, Competitive, Futuristic, Strategic Leadership, Team Oriented, Harmony, Assertiveness, Opportunity..., Team-oriented, Analytical Skills, Future Trends, Social Skills, Budgets, Customer Service, Event Planning, Financial Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Teamwork, Time Management
Education
State University of New York College at Oswego 2011 — 2015
Bachelors, Finance with a minor in International Business, 3.66
De Witt Clinton High School 2007 — 2011
Business, Business
Wells Fargo July 2015 - Present
Management Leadership for Tomorrow July 2013 - December 2014
Moody's Analytics June 2014 - August 2014
Bloomingdale's June 2013 - August 2013
The Estée Lauder Companies Inc. January 2012 - February 2012
The Estée Lauder Companies Inc. June 2011 - August 2011
NYC Department of Consumer Affairs January 2011 - June 2011
Morningside Center for Teaching Social Responsability July 2010 - August 2010
Skills
High Achiever, Analytical Approach, Competitive, Futuristic, Strategic Leadership, Team Oriented, Harmony, Assertiveness, Opportunity..., Team-oriented, Analytical Skills, Future Trends, Social Skills, Budgets, Customer Service, Event Planning, Financial Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Teamwork, Time Management
Education
State University of New York College at Oswego 2011 — 2015
Bachelors, Finance with a minor in International Business, 3.66
De Witt Clinton High School 2007 — 2011
Business, Business
Ahmad Perwaiz's Wells Fargo Experience November 2012 - June 2014
Job Senior Relationship Banker at Citi
Industry Financial Services
Experience
Citi May 2014 - Present
Off the Ledger October 2010 - Present
Wells Fargo November 2012 - June 2014
Subway September 2009 - April 2014
The Mortgage Source LLC January 2009 - November 2009
Golden FIrst Mortgage Corp. December 2007 - February 2009
Skills
Mortgage Banking, Loans, Small Business Lending, Credit Analysis, Mortgage Lending, Loan Origination, Portfolio Management, Refinance, Commercial Lending, Investments, Commercial Banking, Finance, Residential Mortgages
Education
State University of New York College at Old Westbury 2009 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Citi May 2014 - Present
Off the Ledger October 2010 - Present
Wells Fargo November 2012 - June 2014
Subway September 2009 - April 2014
The Mortgage Source LLC January 2009 - November 2009
Golden FIrst Mortgage Corp. December 2007 - February 2009
Skills
Mortgage Banking, Loans, Small Business Lending, Credit Analysis, Mortgage Lending, Loan Origination, Portfolio Management, Refinance, Commercial Lending, Investments, Commercial Banking, Finance, Residential Mortgages
Education
State University of New York College at Old Westbury 2009 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Linda Allder's Wells Fargo Experience September 2013 - January 2014
Job Master Data and Content Management Analyst (IT Enterprise Architecture) at Lowes Corporation
Industry Writing and Editing
Experience
Lowe's Companies, Inc. August 2014 - Present
Duke Energy Corporation July 2014 - August 2014
Wells Fargo September 2013 - January 2014
Bank of America May 2010 - September 2013
TIAA-CREF 2006 - March 2009
Wachovia 2002 - 2005
Bank of America 2002 - 2002
Skills
Software Documentation, Business Process, Program Management, Vendor Management, Risk Management, Management, Business Analysis, Leadership, Financial Services, Process Improvement, Business Process..., SharePoint, Microsoft Excel
Education
State University of New York at Buffalo 1990 — 1993
BA, English
University of North Carolina at Wilmington 1989 — 1990
English
State University of New York College at Oswego 1987 — 1989
English, Communications
wILLIAMSVILE EAST HIGH SCHOOL
Lowe's Companies, Inc. August 2014 - Present
Duke Energy Corporation July 2014 - August 2014
Wells Fargo September 2013 - January 2014
Bank of America May 2010 - September 2013
TIAA-CREF 2006 - March 2009
Wachovia 2002 - 2005
Bank of America 2002 - 2002
Skills
Software Documentation, Business Process, Program Management, Vendor Management, Risk Management, Management, Business Analysis, Leadership, Financial Services, Process Improvement, Business Process..., SharePoint, Microsoft Excel
Education
State University of New York at Buffalo 1990 — 1993
BA, English
University of North Carolina at Wilmington 1989 — 1990
English
State University of New York College at Oswego 1987 — 1989
English, Communications
wILLIAMSVILE EAST HIGH SCHOOL
Brian Grove Brian Grove's Wells Fargo Experience July 2013 - Present
Job Credit Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
George C. Kalonaros, MD September 2012 - July 2013
Village Pediatrics & Rheumatology August 2011 - July 2013
Wegmans Food Markets July 2003 - November 2011
Skills
Payroll, Accounts Payable, Microsoft Excel, Accounting, Analysis
Education
St. Francis
St. Francis
SUNY Geneseo 2006 — 2010
Bachelor of Science (BS), Accounting
SUNY at Buffalo 2010 — 2011
Master of Science, Accounting
Wells Fargo July 2013 - Present
George C. Kalonaros, MD September 2012 - July 2013
Village Pediatrics & Rheumatology August 2011 - July 2013
Wegmans Food Markets July 2003 - November 2011
Skills
Payroll, Accounts Payable, Microsoft Excel, Accounting, Analysis
Education
St. Francis
St. Francis
SUNY Geneseo 2006 — 2010
Bachelor of Science (BS), Accounting
SUNY at Buffalo 2010 — 2011
Master of Science, Accounting
Andrew Brice Andrew Brice's Wells Fargo Experience August 2014 - Present
Job Auditor at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
BNY Mellon April 2014 - August 2014
BNY Mellon January 2013 - April 2014
BNY Mellon June 2012 - January 2013
Benefit Plans Administrators, A BPAS Company June 2011 - June 2012
Community Bank, N.A. January 2011 - June 2011
Community Bank, N.A. November 2008 - December 2010
Kinney Drugs February 2007 - April 2010
Skills
Internal Audit, Auditing, Financial Analysis, Accounting, Microsoft Excel, Access, Time Management, Process Improvement, Tax, Employee Benefits, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Analysis, Problem Solving, Quantitative Analytics, Outlook, Data Entry, Banking, FATCA
Education
Syracuse University - Martin J. Whitman School of Management 2014 — 2016
Master of Business Administration (MBA), Concentration: Marketing & Entrepreneurship, 3.5
State University of New York College at Potsdam 2007 — 2011
Bachelor of Science, Business Administration
Wells Fargo August 2014 - Present
BNY Mellon April 2014 - August 2014
BNY Mellon January 2013 - April 2014
BNY Mellon June 2012 - January 2013
Benefit Plans Administrators, A BPAS Company June 2011 - June 2012
Community Bank, N.A. January 2011 - June 2011
Community Bank, N.A. November 2008 - December 2010
Kinney Drugs February 2007 - April 2010
Skills
Internal Audit, Auditing, Financial Analysis, Accounting, Microsoft Excel, Access, Time Management, Process Improvement, Tax, Employee Benefits, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Analysis, Problem Solving, Quantitative Analytics, Outlook, Data Entry, Banking, FATCA
Education
Syracuse University - Martin J. Whitman School of Management 2014 — 2016
Master of Business Administration (MBA), Concentration: Marketing & Entrepreneurship, 3.5
State University of New York College at Potsdam 2007 — 2011
Bachelor of Science, Business Administration
Bruce Browar Bruce Browar's Wells Fargo Experience February 1994 - March 2012
Job Vice President, Premier Banker SunTrust Bank
Industry Banking
Experience
SunTrust Bank March 2012 - Present
Wells Fargo February 1994 - March 2012
Citibank February 1985 - August 1993
Skills
Mortgage Lending, Banking, Consumer Lending, Retail Banking
Education
State University of New York College at Oneonta 1977 — 1980
BS, Business/Economics
SunTrust Bank March 2012 - Present
Wells Fargo February 1994 - March 2012
Citibank February 1985 - August 1993
Skills
Mortgage Lending, Banking, Consumer Lending, Retail Banking
Education
State University of New York College at Oneonta 1977 — 1980
BS, Business/Economics
William Qualters William Qualters's Wells Fargo Experience May 2013 - Present
Job Systems Quality Assurance Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo May 2013 - Present
TEKsystems July 2012 - April 2013
American Express Technologies May 2007 - August 2011
American Express August 2003 - May 2007
American Express April 2000 - July 2003
American Express July 1998 - March 2000
American Express April 1995 - July 1998
Skills
SQL Server, SSAS, ETL, Informatica, DB2, Data Mining, Data Warehousing, Database Administration, Database Design, Six Sigma, Data Analysis, MS Office Suite, Process Mapping, Operations Management, Business Intelligence, SDLC, Analytics, Requirements Analysis, Application Development, Process Improvement, Project Management, User Acceptance Testing, Requirements Gathering, Software Development, Microsoft SQL Server, Call Centers, Business Analysis, Databases, Oracle, Quality Assurance, Enterprise Architecture, Analysis, Business Process Mapping, Change Management, SQL, Business Requirements, Management, Software Project..., Systems Analysis, Strategy, Testing, Visio
Education
SUNY Maritime College 1978 — 1982
Bachelor of Science, Marine Transportation Managment, 3.2
State University of New York Maritime College 1978 — 1982
Bachelor of Science (B.S.), Marine Trasnportation
Wells Fargo May 2013 - Present
TEKsystems July 2012 - April 2013
American Express Technologies May 2007 - August 2011
American Express August 2003 - May 2007
American Express April 2000 - July 2003
American Express July 1998 - March 2000
American Express April 1995 - July 1998
Skills
SQL Server, SSAS, ETL, Informatica, DB2, Data Mining, Data Warehousing, Database Administration, Database Design, Six Sigma, Data Analysis, MS Office Suite, Process Mapping, Operations Management, Business Intelligence, SDLC, Analytics, Requirements Analysis, Application Development, Process Improvement, Project Management, User Acceptance Testing, Requirements Gathering, Software Development, Microsoft SQL Server, Call Centers, Business Analysis, Databases, Oracle, Quality Assurance, Enterprise Architecture, Analysis, Business Process Mapping, Change Management, SQL, Business Requirements, Management, Software Project..., Systems Analysis, Strategy, Testing, Visio
Education
SUNY Maritime College 1978 — 1982
Bachelor of Science, Marine Transportation Managment, 3.2
State University of New York Maritime College 1978 — 1982
Bachelor of Science (B.S.), Marine Trasnportation
Merydith Blank Merydith Blank's Wells Fargo Experience March 2015 - Present
Job Client Service Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2015 - Present
Wells Fargo December 2012 - March 2015
Wells Fargo Bank 2005 - December 2012
Wachovia October 2000 - March 2005
First Union September 1997 - October 2000
Skills
Credit, Loans, Wealth Management, Banking, Underwriting, Regulatory Guidelines, Operational Risk, Compliance Operations, Mortgage Lending, Financial Services, Risk Management, Operational Risk...
Education
State University of New York College at Potsdam 1991 — 1997
B.A., Anthropology
Wells Fargo March 2015 - Present
Wells Fargo December 2012 - March 2015
Wells Fargo Bank 2005 - December 2012
Wachovia October 2000 - March 2005
First Union September 1997 - October 2000
Skills
Credit, Loans, Wealth Management, Banking, Underwriting, Regulatory Guidelines, Operational Risk, Compliance Operations, Mortgage Lending, Financial Services, Risk Management, Operational Risk...
Education
State University of New York College at Potsdam 1991 — 1997
B.A., Anthropology
Elaine Aslanian Rios Elaine Aslanian Rios's Wells Fargo Experience October 2014 - Present
Job Personal Banker at Wells Fargo
Industry Real Estate
Experience
Wells Fargo October 2014 - Present
American Safety and First Aid September 2013 - July 2014
Keller Williams Realty - Pinehurst/Southern Pine/Fort Bragg, NC October 2010 - October 2013
ERA Strother Real Estate October 2007 - October 2010
Carolina Property Sales December 2004 - May 2007
Hamilton Beach Brands Inc. January 2000 - May 2004
ICP December 1997 - December 1999
ICP December 1995 - December 1997
Skills
Buyer Representation, Listings, First Time Home Buyers, Sellers, New Home Sales, Relocation, Single Family Homes, Foreclosures, Short Sales, Referrals, Investors, REO, Investment Properties, Condos, Real Estate, Home Staging, Residential Homes, Luxury, Property, ABR, Selling, Buyers, New Homes, Relocation Buyers, Townhomes
Education
State University of New York College at Plattsburgh
Bachelor of Arts (B.A.), Communications
Wells Fargo October 2014 - Present
American Safety and First Aid September 2013 - July 2014
Keller Williams Realty - Pinehurst/Southern Pine/Fort Bragg, NC October 2010 - October 2013
ERA Strother Real Estate October 2007 - October 2010
Carolina Property Sales December 2004 - May 2007
Hamilton Beach Brands Inc. January 2000 - May 2004
ICP December 1997 - December 1999
ICP December 1995 - December 1997
Skills
Buyer Representation, Listings, First Time Home Buyers, Sellers, New Home Sales, Relocation, Single Family Homes, Foreclosures, Short Sales, Referrals, Investors, REO, Investment Properties, Condos, Real Estate, Home Staging, Residential Homes, Luxury, Property, ABR, Selling, Buyers, New Homes, Relocation Buyers, Townhomes
Education
State University of New York College at Plattsburgh
Bachelor of Arts (B.A.), Communications
Bill Upshaw, CIC Bill Upshaw, CIC's Wells Fargo Experience August 2006 - November 2006
Job Commercial Risk Consultant Bowen, Miclette & Britt LLC
Industry Insurance
Experience
Bowen, Miclette & Britt Insurance Agency, LLC November 2006 - Present
Wells Fargo August 2006 - November 2006
Brown & Brown April 2003 - July 2006
Brown & Brown March 1999 - April 2003
Summit Insurance Group March 1994 - March 1999
MetLife June 1986 - March 1994
Skills
Property, Professional Liability, Workers Compensation, Employment Practices..., Umbrella Insurance, Salesforce.com, Directors, Commercial Insurance, Commercial Lines, Risk Management, Marine Insurance, Commercial Vehicle, Licensed Property, Excess, Liability Analysis, Insurance, D, Legal Liability, Property, Directors, Property & Casualty..., Casualty, Liability, General Insurance, D&O, Casualty Insurance
Education
Richland College 1981 — 1983
Business Administration and Management, General
Stephen F. Austin State University 1980 — 1981
Business Studies
Bowen, Miclette & Britt Insurance Agency, LLC November 2006 - Present
Wells Fargo August 2006 - November 2006
Brown & Brown April 2003 - July 2006
Brown & Brown March 1999 - April 2003
Summit Insurance Group March 1994 - March 1999
MetLife June 1986 - March 1994
Skills
Property, Professional Liability, Workers Compensation, Employment Practices..., Umbrella Insurance, Salesforce.com, Directors, Commercial Insurance, Commercial Lines, Risk Management, Marine Insurance, Commercial Vehicle, Licensed Property, Excess, Liability Analysis, Insurance, D, Legal Liability, Property, Directors, Property & Casualty..., Casualty, Liability, General Insurance, D&O, Casualty Insurance
Education
Richland College 1981 — 1983
Business Administration and Management, General
Stephen F. Austin State University 1980 — 1981
Business Studies
Gene Harrison, CFA, CAIA Gene Harrison, CFA, CAIA's Wells Fargo Experience September 2015 - Present
Job Regional Manager Investment and Fiduciary Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo Private Bank September 2010 - Present
D.A. Davidson & Co. March 2006 - September 2010
Kanaly Trust Company 2004 - 2006
Wells Fargo Private Asset Management 2000 - 2004
JP Morgan Chase Private Bank 1990 - 2000
Deloitte & Touche 1989 - 1990
Transamerica Funds 1987 - 1989
Skills
Alternative Investments, Asset Management, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Wealth, Wealth Management, Equities, Asset Allocation, Portfolios, Financial Planning, Retirement Planning, Hedge Funds, Options, Strategic Financial..., Investment Management, Fixed Income, Wealth Management..., Bonds, Series 7
Education
Stephen F. Austin State University 1980 — 1986
BBA, Finance
Wells Fargo September 2015 - Present
Wells Fargo Private Bank September 2010 - Present
D.A. Davidson & Co. March 2006 - September 2010
Kanaly Trust Company 2004 - 2006
Wells Fargo Private Asset Management 2000 - 2004
JP Morgan Chase Private Bank 1990 - 2000
Deloitte & Touche 1989 - 1990
Transamerica Funds 1987 - 1989
Skills
Alternative Investments, Asset Management, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Wealth, Wealth Management, Equities, Asset Allocation, Portfolios, Financial Planning, Retirement Planning, Hedge Funds, Options, Strategic Financial..., Investment Management, Fixed Income, Wealth Management..., Bonds, Series 7
Education
Stephen F. Austin State University 1980 — 1986
BBA, Finance
Heather Michail Heather Michail's Wells Fargo Experience January 2013 - November 2013
Job Solutions Specialist at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies September 2014 - Present
Wells Fargo Advisors, LLC November 2013 - September 2014
Wells Fargo January 2013 - November 2013
D.A. Davidson & Co. November 2004 - October 2012
D.A September 2004 - September 2012
Missoula Symphony Association May 2009 - February 2011
D.A September 2009 - December 2009
Sherpa Mountain Import Co June 2001 - April 2004
University of Montana September 2001 - May 2003
Skills
Customer Service, Customer Relations, Strategic Planning, Word, Excel
Education
The University of Montana 1996 — 2003
Graduate Program, Communication Studies; Registered Paraplanner
University of Montana 1996 — 2000
BA Arts, Organizational Communication Studies
Stellenbosch University/Universiteit Stellenbosch 1999 — 1999
D.A. Davidson Companies September 2014 - Present
Wells Fargo Advisors, LLC November 2013 - September 2014
Wells Fargo January 2013 - November 2013
D.A. Davidson & Co. November 2004 - October 2012
D.A September 2004 - September 2012
Missoula Symphony Association May 2009 - February 2011
D.A September 2009 - December 2009
Sherpa Mountain Import Co June 2001 - April 2004
University of Montana September 2001 - May 2003
Skills
Customer Service, Customer Relations, Strategic Planning, Word, Excel
Education
The University of Montana 1996 — 2003
Graduate Program, Communication Studies; Registered Paraplanner
University of Montana 1996 — 2000
BA Arts, Organizational Communication Studies
Stellenbosch University/Universiteit Stellenbosch 1999 — 1999
Ayesha Saunders Ayesha Saunders's Wells Fargo Experience 2015 - Present
Job Paralegal at Ingersoll Rand
Industry Legal Services
Experience
Wells Fargo 2015 - Present
Ingersoll Rand April 2015 - September 2015
Oppenheimer & Co. January 2012 - January 2015
Robert Half Legal July 2009 - January 2012
Lehman Brothers April 2004 - June 2009
Skills
Mergers & Acquisitions, Investments, Real Estate, Corporate Law, FINRA, Securities, AML, Series 7, Securities Regulation, Mutual Funds, OFAC
Education
State University of New York Empire State College 2012 — 2014
Political Science, Political Science and Government
Wells Fargo 2015 - Present
Ingersoll Rand April 2015 - September 2015
Oppenheimer & Co. January 2012 - January 2015
Robert Half Legal July 2009 - January 2012
Lehman Brothers April 2004 - June 2009
Skills
Mergers & Acquisitions, Investments, Real Estate, Corporate Law, FINRA, Securities, AML, Series 7, Securities Regulation, Mutual Funds, OFAC
Education
State University of New York Empire State College 2012 — 2014
Political Science, Political Science and Government
Steven Leventoff's Wells Fargo Experience June 2013 - August 2013
Job Performance Analyst at Informa Investment Solutions
Industry Marketing and Advertising
Experience
Informa Investment Solutions November 2014 - Present
Hiscox August 2014 - September 2014
United Way of America December 2013 - July 2014
Wells Fargo June 2013 - August 2013
Yorktown Golf and Baseball June 2006 - June 2012
Go visible! January 2011 - April 2011
Skills
Marketing, Social Networking, Teamwork, Sales, Marketing Strategy, Performance Measurement, Financial Analysis, Public Speaking, Financial Modeling, Financial Reporting, Social Media, Marketing Communications, Advertising, Microsoft Office, Market Research, Microsoft Excel, Leadership, Social Media Marketing, PowerPoint, Event Planning, Facebook, Online Marketing, Marketing Research, Customer Service, Fundraising, Real Estate
Education
State University of New York College at Oswego 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance and Marketing
Informa Investment Solutions November 2014 - Present
Hiscox August 2014 - September 2014
United Way of America December 2013 - July 2014
Wells Fargo June 2013 - August 2013
Yorktown Golf and Baseball June 2006 - June 2012
Go visible! January 2011 - April 2011
Skills
Marketing, Social Networking, Teamwork, Sales, Marketing Strategy, Performance Measurement, Financial Analysis, Public Speaking, Financial Modeling, Financial Reporting, Social Media, Marketing Communications, Advertising, Microsoft Office, Market Research, Microsoft Excel, Leadership, Social Media Marketing, PowerPoint, Event Planning, Facebook, Online Marketing, Marketing Research, Customer Service, Fundraising, Real Estate
Education
State University of New York College at Oswego 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance and Marketing
Gina Zittel Gina Zittel's Wells Fargo Experience October 2007 - January 2010
Job
Industry Retail
Experience
Diamond Offshore August 2013 - Present
LMS Group January 2011 - July 2013
Wells Fargo October 2007 - January 2010
Skills
Customer Service, Microsoft Excel, Banking, Finance, Credit, Investments, Accounting, Insurance, Microsoft Office, Risk Management, Sales, Forecasting, Microsoft Word, Cash Management, Portfolio Management, Loans, Data Entry, Call Centers, Strategic Planning, Customer Satisfaction, Leadership, Outlook, Management
Education
Stephen F. Austin State University 2000 — 2001
Diamond Offshore August 2013 - Present
LMS Group January 2011 - July 2013
Wells Fargo October 2007 - January 2010
Skills
Customer Service, Microsoft Excel, Banking, Finance, Credit, Investments, Accounting, Insurance, Microsoft Office, Risk Management, Sales, Forecasting, Microsoft Word, Cash Management, Portfolio Management, Loans, Data Entry, Call Centers, Strategic Planning, Customer Satisfaction, Leadership, Outlook, Management
Education
Stephen F. Austin State University 2000 — 2001
Lynn Sekowski Lynn Sekowski's Wells Fargo Experience December 2010 - May 2015
Job Senior Underwriter at CBC National Bank Mortgage Division
Industry Financial Services
Experience
CBC National Bank - Mortgage Division June 2015 - Present
Wells Fargo December 2010 - May 2015
Metlife June 2009 - December 2010
Citimortgage May 2007 - June 2009
Education
Atlanta Law School 1991 — 1994
J.D., Law
SUNY Geneseo 1978 — 1981
B.A, Speech Communications
CBC National Bank - Mortgage Division June 2015 - Present
Wells Fargo December 2010 - May 2015
Metlife June 2009 - December 2010
Citimortgage May 2007 - June 2009
Education
Atlanta Law School 1991 — 1994
J.D., Law
SUNY Geneseo 1978 — 1981
B.A, Speech Communications
Lauren Maneen Lauren Maneen's Wells Fargo Experience January 2014 - Present
Job Reporting Analyst
Industry Banking
Experience
Wells Fargo January 2014 - Present
Bank of America October 2011 - October 2013
Rite Aid December 2007 - January 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Teamwork
Education
State University of New York College at Oswego 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Herkimer County Community College 2007 — 2009
Associate's degree, Business Administration and Management, General
Wells Fargo January 2014 - Present
Bank of America October 2011 - October 2013
Rite Aid December 2007 - January 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Teamwork
Education
State University of New York College at Oswego 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Herkimer County Community College 2007 — 2009
Associate's degree, Business Administration and Management, General
Randy Jay's Wells Fargo Experience March 2005 - October 2008
Job Retail Credit Analyst at TD Auto Finance
Industry Banking
Experience
TD Auto Finance November 2013 - Present
US Small Business Administration September 2011 - September 2013
BBVA Compass March 2010 - September 2011
Wells Fargo March 2005 - October 2008
JPMorgan Chase March 1995 - March 2002
Skills
Credit Analysis, Loan Structuring, Small Business..., Loans, Commercial Lending, Underwriting, Portfolio Management, Real Estate, Finance, Refinance, Banking, Investment Properties, Mortgage Lending, Credit, Small Business Lending
Education
Stephen F. Austin State University 1986 — 1990
B.A., Communications
TD Auto Finance November 2013 - Present
US Small Business Administration September 2011 - September 2013
BBVA Compass March 2010 - September 2011
Wells Fargo March 2005 - October 2008
JPMorgan Chase March 1995 - March 2002
Skills
Credit Analysis, Loan Structuring, Small Business..., Loans, Commercial Lending, Underwriting, Portfolio Management, Real Estate, Finance, Refinance, Banking, Investment Properties, Mortgage Lending, Credit, Small Business Lending
Education
Stephen F. Austin State University 1986 — 1990
B.A., Communications
Melanie Hamm Melanie Hamm's Wells Fargo Experience March 2010 - October 2010
Job at
Industry Financial Services
Experience
QuarterSpot September 2014 - Present
Prosperity Home Mortgage, LLC September 2013 - September 2014
JPMorgan Chase October 2010 - September 2013
Wells Fargo March 2010 - October 2010
Wells Fargo January 2009 - March 2010
M&T Bank September 2007 - January 2009
Skills
Finance, Risk Management, Mortgage Servicing, Loan Servicing, Financial Services, Lines Of Credit, Financial Risk, Cross Selling, Relationship Management, Budget Reconciliation, Operations Management, Titles, Title Insurance, Budget Forecasts, Accounts Payable, Accounts Receivable, Coaching, Customer Service, Home Equity Lines of..., Employee Training, Sales
Education
SUNY Oswego 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Economics
QuarterSpot September 2014 - Present
Prosperity Home Mortgage, LLC September 2013 - September 2014
JPMorgan Chase October 2010 - September 2013
Wells Fargo March 2010 - October 2010
Wells Fargo January 2009 - March 2010
M&T Bank September 2007 - January 2009
Skills
Finance, Risk Management, Mortgage Servicing, Loan Servicing, Financial Services, Lines Of Credit, Financial Risk, Cross Selling, Relationship Management, Budget Reconciliation, Operations Management, Titles, Title Insurance, Budget Forecasts, Accounts Payable, Accounts Receivable, Coaching, Customer Service, Home Equity Lines of..., Employee Training, Sales
Education
SUNY Oswego 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Economics
Michael Stetson Michael Stetson's Wells Fargo Experience March 2011 - Present
Job Financial Settements Analyst
Industry Financial Services
Experience
Wells Fargo March 2011 - Present
Nomura Securities October 2009 - March 2011
Barclays June 2005 - December 2008
Robeco June 2004 - April 2005
Ark Asset Management May 2003 - June 2004
Deutsche Bank November 1999 - May 2002
US Navy May 1993 - May 1997
Skills
Govenment Securities..., Reconcillation, Fed Wire, Broadridge, Phase 3, TBA Securities
Education
State University of New York College at Oneonta 1997 — 1999
Bachelor's degree, Business Economics
Wells Fargo March 2011 - Present
Nomura Securities October 2009 - March 2011
Barclays June 2005 - December 2008
Robeco June 2004 - April 2005
Ark Asset Management May 2003 - June 2004
Deutsche Bank November 1999 - May 2002
US Navy May 1993 - May 1997
Skills
Govenment Securities..., Reconcillation, Fed Wire, Broadridge, Phase 3, TBA Securities
Education
State University of New York College at Oneonta 1997 — 1999
Bachelor's degree, Business Economics
John Trapaso's Wells Fargo Experience January 2012 - Present
Job Home Mortgage Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2012 - Present
New American Mortgage February 2010 - December 2011
Equity Services, Inc. March 2003 - January 2010
First Fidelity Mortgage June 2000 - March 2003
Champion Homes / Ted Parker Homes April 1995 - June 2000
Food Lion May 1992 - April 1995
Skills
Refinance, Mortgage Lending, Underwriting, Residential Mortgages, Banking, Loan Origination, Credit, FHA, Finance, Certified Mortgage..., Sales, Customer Service, Marketing, Loans, Real Estate, USDA, Mortgage Banking, Referrals, Credit Analysis, Real Estate Economics, Investment Properties, FHA financing, FHA Financing
Education
State University of New York College of Agriculture and Technology at Morrisville 1986 — 1988
Associate's degree, Computer and Information Sciences/ Accounting/Finance
Canastota High 1982 — 1986
Regents, Computer Information systems
Wells Fargo January 2012 - Present
New American Mortgage February 2010 - December 2011
Equity Services, Inc. March 2003 - January 2010
First Fidelity Mortgage June 2000 - March 2003
Champion Homes / Ted Parker Homes April 1995 - June 2000
Food Lion May 1992 - April 1995
Skills
Refinance, Mortgage Lending, Underwriting, Residential Mortgages, Banking, Loan Origination, Credit, FHA, Finance, Certified Mortgage..., Sales, Customer Service, Marketing, Loans, Real Estate, USDA, Mortgage Banking, Referrals, Credit Analysis, Real Estate Economics, Investment Properties, FHA financing, FHA Financing
Education
State University of New York College of Agriculture and Technology at Morrisville 1986 — 1988
Associate's degree, Computer and Information Sciences/ Accounting/Finance
Canastota High 1982 — 1986
Regents, Computer Information systems
Derek McNamara Derek McNamara's Wells Fargo Experience 2004 - 2006
Job Key Account Manager at Sealy Mattress Company
Industry Furniture
Craig Burnett Craig Burnett's Wells Fargo Experience July 1994 - July 1995
Job Account Director at Towers Watson
Industry Management Consulting
Experience
Towers Watson May 2013 - Present
Buck Consultants August 2011 - April 2013
Mercer July 2008 - June 2011
Mercer May 2003 - June 2008
Financial Engines May 1999 - May 2003
Watson Wyatt April 1995 - April 1999
Wells Fargo July 1994 - July 1995
Howard Johnson & Co February 1986 - June 1994
Skills
Employee Benefits, HR Consulting, Deferred Compensation, Talent Management, Performance Management, Executive Pay, Employee Engagement, Succession Planning, Organizational Design, Benefits Administration
Education
State University of New York College at Potsdam 1982 — 1985
B.A., Math
Towers Watson May 2013 - Present
Buck Consultants August 2011 - April 2013
Mercer July 2008 - June 2011
Mercer May 2003 - June 2008
Financial Engines May 1999 - May 2003
Watson Wyatt April 1995 - April 1999
Wells Fargo July 1994 - July 1995
Howard Johnson & Co February 1986 - June 1994
Skills
Employee Benefits, HR Consulting, Deferred Compensation, Talent Management, Performance Management, Executive Pay, Employee Engagement, Succession Planning, Organizational Design, Benefits Administration
Education
State University of New York College at Potsdam 1982 — 1985
B.A., Math
Mike Avery Mike Avery's Wells Fargo Experience October 2009 - October 2011
Job Area VP at University Lending Group
Industry Financial Services
Experience
University Lending Group October 2011 - Present
Wells Fargo October 2009 - October 2011
Avery & Associates January 1999 - October 2009
Skills
Mortgage Lending, Residential Mortgages, VA loans, FHA, Mortgage Pre-approvals, Self-Employed Borrowers, Mortgage Consulting, Down Payment Assistance, Assisting First Time..., Tax Credit Financing, Construction Loans, Credit Score Analysis, First Time Home Buyers, VA Loans, Reverse Mortgages, Referrals
Education
Stephen F. Austin State University 1982 — 1986
Bachelor of Fine Arts (B.F.A.)
University Lending Group October 2011 - Present
Wells Fargo October 2009 - October 2011
Avery & Associates January 1999 - October 2009
Skills
Mortgage Lending, Residential Mortgages, VA loans, FHA, Mortgage Pre-approvals, Self-Employed Borrowers, Mortgage Consulting, Down Payment Assistance, Assisting First Time..., Tax Credit Financing, Construction Loans, Credit Score Analysis, First Time Home Buyers, VA Loans, Reverse Mortgages, Referrals
Education
Stephen F. Austin State University 1982 — 1986
Bachelor of Fine Arts (B.F.A.)
Jason Labriola Jason Labriola's Wells Fargo Experience 2006 - 2010
Job VP, Commercial Loan Officer III
Industry Banking
Experience
TD Bank April 2014 - Present
Bethpage Federal Credit Union April 2013 - April 2014
Citi Commercial Bank 2011 - April 2012
Wells Fargo 2006 - 2010
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Lines Of Credit, Credit Risk, Portfolio Management, Small Business Lending, Treasury Management, Credit Management, Commercial Mortgages, Relationship Management, Negotiation, Risk Management, risk mitigation, Asset Based Lending, Core Banking, Business Analysis, Credit, Loans
Education
State University of New York College at Old Westbury 2000 — 2004
Bachelor's degree, Accounting and Finance
TD Bank April 2014 - Present
Bethpage Federal Credit Union April 2013 - April 2014
Citi Commercial Bank 2011 - April 2012
Wells Fargo 2006 - 2010
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Lines Of Credit, Credit Risk, Portfolio Management, Small Business Lending, Treasury Management, Credit Management, Commercial Mortgages, Relationship Management, Negotiation, Risk Management, risk mitigation, Asset Based Lending, Core Banking, Business Analysis, Credit, Loans
Education
State University of New York College at Old Westbury 2000 — 2004
Bachelor's degree, Accounting and Finance
Jean Borgella Jean Borgella's Wells Fargo Experience April 1998 - January 2000
Job Founder Oldety.me Sports
Industry Entertainment
Experience
Codescholar.ly January 2014 - Present
SUNY College at Old Westbury March 2013 - Present
Oldety.me Sports May 2011 - Present
Starwood Hotels & Resorts Worldwide, Inc. June 2013 - October 2013
Citizant Inc July 2006 - February 2013
The George Washington University 2004 - 2007
Citibank April 2003 - August 2004
Bank of America February 2000 - February 2001
Wells Fargo April 1998 - January 2000
Skills
Strategic Analysis and..., Portfolio Management, Program Management, Business Process..., Risk Management, Strategic Planning, Earned Value Management, PMP, PMO, Strategy, Project Management, Project Planning, SDLC, Cross-functional Team..., CRM, Team Leadership, Management Consulting, Team Building, Project Portfolio..., Change Management, Leadership, Operations Management, Business Analysis, Business Development, Management, Budgets
Education
The George Washington University - School of Business 2006 — 2007
Masters, Infomation Systems Technology
The George Washington University - School of Business 2004 — 2006
Masters, Project Management
State University of New York College at Old Westbury 1994 — 1997
Comparative Humanities, Philosophy
Codescholar.ly January 2014 - Present
SUNY College at Old Westbury March 2013 - Present
Oldety.me Sports May 2011 - Present
Starwood Hotels & Resorts Worldwide, Inc. June 2013 - October 2013
Citizant Inc July 2006 - February 2013
The George Washington University 2004 - 2007
Citibank April 2003 - August 2004
Bank of America February 2000 - February 2001
Wells Fargo April 1998 - January 2000
Skills
Strategic Analysis and..., Portfolio Management, Program Management, Business Process..., Risk Management, Strategic Planning, Earned Value Management, PMP, PMO, Strategy, Project Management, Project Planning, SDLC, Cross-functional Team..., CRM, Team Leadership, Management Consulting, Team Building, Project Portfolio..., Change Management, Leadership, Operations Management, Business Analysis, Business Development, Management, Budgets
Education
The George Washington University - School of Business 2006 — 2007
Masters, Infomation Systems Technology
The George Washington University - School of Business 2004 — 2006
Masters, Project Management
State University of New York College at Old Westbury 1994 — 1997
Comparative Humanities, Philosophy
Angelia Dixon Angelia Dixon's Wells Fargo Experience October 2012 - Present
Job Closing Coordinator, Community Lending & Investment at Wells Fargo
Industry Banking
Experience
Toastmasters International - Wells Fargo Stagecoach Uptown Charlotte June 2014 - Present
Wells Fargo October 2012 - Present
Feld Entertainment January 2009 - Present
Jaylene G. Moss, Ltd. December 2008 - June 2009
Live Nation January 2005 - October 2008
AYSO Region 820 2004 - 2008
Soren McAdam Christenson, LLC 2001 - 2008
Guardian Business Services January 1992 - October 2000
Third Coast Promotions January 1992 - May 1998
Skills
Accounting, Budgeting, Customer Service, Customer Relations, Microsoft Office, Event Planning, Event Management, Budgets, Public Relations, Training, Leadership, Management, Marketing, Nonprofits, Outlook, Sales, Social Media, Social Media Marketing
Education
Stephen F. Austin State University 1987 — 1988
Liberal Arts
Toastmasters International - Wells Fargo Stagecoach Uptown Charlotte June 2014 - Present
Wells Fargo October 2012 - Present
Feld Entertainment January 2009 - Present
Jaylene G. Moss, Ltd. December 2008 - June 2009
Live Nation January 2005 - October 2008
AYSO Region 820 2004 - 2008
Soren McAdam Christenson, LLC 2001 - 2008
Guardian Business Services January 1992 - October 2000
Third Coast Promotions January 1992 - May 1998
Skills
Accounting, Budgeting, Customer Service, Customer Relations, Microsoft Office, Event Planning, Event Management, Budgets, Public Relations, Training, Leadership, Management, Marketing, Nonprofits, Outlook, Sales, Social Media, Social Media Marketing
Education
Stephen F. Austin State University 1987 — 1988
Liberal Arts
Erin Cahill Erin Cahill's Wells Fargo Experience 2000 - 2003
Job Business Systems & Operations Manager
Industry Retail
Experience
Apple September 2013 - February 2014
Sears Holdings Corporation 2011 - 2012
Walmart.com August 2010 - November 2011
Longs Drugs 2007 - 2009
Longs Drugs 2004 - 2007
Design Within Reach, Corporate 2003 - 2004
Wells Fargo 2000 - 2003
Skills
Retail Category..., Merchandise Planning, E-commerce, Multi-channel Retail, Online Retail, Merchandising, Merchandising Systems, Supply Chain Operations, Business Process..., Business Strategy, Business Analysis, Business Requirements, Site Operations, Business Process..., Multi-Channel Commerce, Operations Management, Cross-functional Team..., Cross-functional..., Change Management, Project Management, Strategic Leadership, Product Assortment..., System Integration..., Technical Support, Inventory Management, Systems Management, Technical Requirements, SAS, Retek, cross-channel, Data Integration, Data Integrity, Vendor Management, Product Development, Training, Hands-on Training, Training Delivery, Assortment Optimization, User Acceptance Testing, Supply Chain..., Usability Testing, Visual Merchandising, Retail, CPFR, Profit, SDLC, Strategy, Product Management, Business Process
Education
State University of New York College at Oneonta
Apple September 2013 - February 2014
Sears Holdings Corporation 2011 - 2012
Walmart.com August 2010 - November 2011
Longs Drugs 2007 - 2009
Longs Drugs 2004 - 2007
Design Within Reach, Corporate 2003 - 2004
Wells Fargo 2000 - 2003
Skills
Retail Category..., Merchandise Planning, E-commerce, Multi-channel Retail, Online Retail, Merchandising, Merchandising Systems, Supply Chain Operations, Business Process..., Business Strategy, Business Analysis, Business Requirements, Site Operations, Business Process..., Multi-Channel Commerce, Operations Management, Cross-functional Team..., Cross-functional..., Change Management, Project Management, Strategic Leadership, Product Assortment..., System Integration..., Technical Support, Inventory Management, Systems Management, Technical Requirements, SAS, Retek, cross-channel, Data Integration, Data Integrity, Vendor Management, Product Development, Training, Hands-on Training, Training Delivery, Assortment Optimization, User Acceptance Testing, Supply Chain..., Usability Testing, Visual Merchandising, Retail, CPFR, Profit, SDLC, Strategy, Product Management, Business Process
Education
State University of New York College at Oneonta
Eric R. Bower Eric R. Bower's Wells Fargo Experience August 2015 - Present
Job Business Sales Consultant
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Bank of America Merchant Services December 2013 - July 2015
Bank of America Merchant Services July 2011 - November 2013
Bank of America Merchant Services January 2010 - July 2011
First Data Corporation February 2007 - July 2008
Irongate Inspections, LLC November 2005 - September 2006
Zonal Hospitality Systems Inc March 2000 - October 2005
Skills
Payments, Debit Cards, Credit, Management, Merchant Acquiring, Banking, Credit Card Terminals, Credit Card Transaction..., Sales, Strategy, Leadership, Call Centers, Merchant Services, Relationship Management, Customer Retention, SaaS, Financial Services, Marketing, Credit Cards, Payment Card Processing, Salesforce.com, Sales Management, Vendor Management, Process Improvement, Sales Process, Strategic Partnerships, CRM, Payment Systems, Call Center, Electronic Payments, Business Development, Mobile Payments, Customer Service, Cold Calling, Risk Management, Business Analysis, Pre-sales, Sales Growth, Revenue & Profit Growth, Business Growth..., Social Networking, Wireless Networking, Online Social Networking, Computer Networking, Business Networking, Employee Referral..., Building Strong..., Referral Development, Referral Marketing, Team Building
Education
SUNY Plattsburgh 1990 — 1992
Bachelor of Arts (B.A.), Criminal Justice/Police Science
SUNY at Cobleskill 1986 — 1988
Associate of Science (A.S.), Physical Sciences
Wells Fargo August 2015 - Present
Bank of America Merchant Services December 2013 - July 2015
Bank of America Merchant Services July 2011 - November 2013
Bank of America Merchant Services January 2010 - July 2011
First Data Corporation February 2007 - July 2008
Irongate Inspections, LLC November 2005 - September 2006
Zonal Hospitality Systems Inc March 2000 - October 2005
Skills
Payments, Debit Cards, Credit, Management, Merchant Acquiring, Banking, Credit Card Terminals, Credit Card Transaction..., Sales, Strategy, Leadership, Call Centers, Merchant Services, Relationship Management, Customer Retention, SaaS, Financial Services, Marketing, Credit Cards, Payment Card Processing, Salesforce.com, Sales Management, Vendor Management, Process Improvement, Sales Process, Strategic Partnerships, CRM, Payment Systems, Call Center, Electronic Payments, Business Development, Mobile Payments, Customer Service, Cold Calling, Risk Management, Business Analysis, Pre-sales, Sales Growth, Revenue & Profit Growth, Business Growth..., Social Networking, Wireless Networking, Online Social Networking, Computer Networking, Business Networking, Employee Referral..., Building Strong..., Referral Development, Referral Marketing, Team Building
Education
SUNY Plattsburgh 1990 — 1992
Bachelor of Arts (B.A.), Criminal Justice/Police Science
SUNY at Cobleskill 1986 — 1988
Associate of Science (A.S.), Physical Sciences
Jennifer G. Johnson Jennifer G. Johnson's Wells Fargo Experience November 2009 - Present
Job Jennifer G. Johnson
Industry Banking
Experience
Wells Fargo Bank April 2011 - Present
Wells Fargo November 2009 - Present
Wachovia Corp October 2007 - Present
Wachovia Corp August 2005 - Present
Wachovia Securities November 2003 - Present
TIAA-CREF August 1992 - September 2003
Skills
Business Analysis, SharePoint, Business Requirements, Software Documentation, Testing, Management, Change Management, Financial Services, Project Management, Banking, Requirements Gathering, Mergers & Acquisitions, SDLC, Visio, Vendor Management
Education
State University of New York College at Geneseo 1985 — 1989
BS, Management, Management Information Systems, Spanish
Wells Fargo Bank April 2011 - Present
Wells Fargo November 2009 - Present
Wachovia Corp October 2007 - Present
Wachovia Corp August 2005 - Present
Wachovia Securities November 2003 - Present
TIAA-CREF August 1992 - September 2003
Skills
Business Analysis, SharePoint, Business Requirements, Software Documentation, Testing, Management, Change Management, Financial Services, Project Management, Banking, Requirements Gathering, Mergers & Acquisitions, SDLC, Visio, Vendor Management
Education
State University of New York College at Geneseo 1985 — 1989
BS, Management, Management Information Systems, Spanish
ALFONSO FELICIANO ALFONSO FELICIANO's Wells Fargo Experience 2011 - 2014
Job Retail Banking Senior Leader/ Real Estate Sales Professional
Industry Real Estate
Experience
Capital One 2015 - Present
Julia B. Fee Sotheby's International Realty 2014 - Present
Wells Fargo 2011 - 2014
JPMorgan Chase & Co. 2007 - 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, New Business Development, Sales Management, Customer Service, Leadership Development, Real Estate, Real Estate Transactions, Banking, Negotiation, Credit, Marketing, Contract Negotiation, Loans, Team Building, Relationship Management, Finance
Education
State University of New York College at Plattsburgh 2002 — 2007
Bachelor of Arts (B.A.), Sociology
UCLA Anderson School of Management
Business, Management, Marketing, and Related Support Services
Capital One 2015 - Present
Julia B. Fee Sotheby's International Realty 2014 - Present
Wells Fargo 2011 - 2014
JPMorgan Chase & Co. 2007 - 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, New Business Development, Sales Management, Customer Service, Leadership Development, Real Estate, Real Estate Transactions, Banking, Negotiation, Credit, Marketing, Contract Negotiation, Loans, Team Building, Relationship Management, Finance
Education
State University of New York College at Plattsburgh 2002 — 2007
Bachelor of Arts (B.A.), Sociology
UCLA Anderson School of Management
Business, Management, Marketing, and Related Support Services
Griffin Burnett Griffin Burnett's Wells Fargo Experience March 2014 - Present
Job Brokerage Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
New York Life Insurance Company December 2011 - March 2014
Cardinal Points Newspaper August 2008 - May 2010
Skills
Digital Media, Retirement Planning, Marketing, Social Media, Social Media Marketing, Investments, Microsoft Office, Financial Services, Life Insurance, Series 6, Strategic Financial..., Wealth Management, Estate Planning, Retirement, IRAs, Financial Analysis, Portfolio Management, Variable Annuities, Management
Education
SUNY Plattsburgh 2006 — 2010
Bachelor's degree, Marketing and Entrepreneurism
Bronx High School of Science 2002 — 2006
Wells Fargo March 2014 - Present
New York Life Insurance Company December 2011 - March 2014
Cardinal Points Newspaper August 2008 - May 2010
Skills
Digital Media, Retirement Planning, Marketing, Social Media, Social Media Marketing, Investments, Microsoft Office, Financial Services, Life Insurance, Series 6, Strategic Financial..., Wealth Management, Estate Planning, Retirement, IRAs, Financial Analysis, Portfolio Management, Variable Annuities, Management
Education
SUNY Plattsburgh 2006 — 2010
Bachelor's degree, Marketing and Entrepreneurism
Bronx High School of Science 2002 — 2006
Stephen Loper's Wells Fargo Experience January 2011 - December 2011
Job Digital Producer at mcgarrybowen
Industry Marketing and Advertising
Experience
mcgarrybowen August 2015 - Present
mcgarrybowen June 2014 - August 2015
mcgarrybowen April 2013 - June 2014
Advantage xPO December 2011 - April 2013
Wells Fargo January 2011 - December 2011
Skills
Customer Service, Human Resources, Technical Recruiting, Recruiting, Banking, Onboarding, Digital Media, Trafficking, Digital Marketing, Digital Production
Education
State University of New York at Oswego 2005 — 2009
Bachelor of Science, Finance, Marketing, Business Admin
mcgarrybowen August 2015 - Present
mcgarrybowen June 2014 - August 2015
mcgarrybowen April 2013 - June 2014
Advantage xPO December 2011 - April 2013
Wells Fargo January 2011 - December 2011
Skills
Customer Service, Human Resources, Technical Recruiting, Recruiting, Banking, Onboarding, Digital Media, Trafficking, Digital Marketing, Digital Production
Education
State University of New York at Oswego 2005 — 2009
Bachelor of Science, Finance, Marketing, Business Admin
Carrie Ann Harden's Wells Fargo Experience March 2006 - March 2007
Job Education/Training
Industry Nonprofit Organization Management
Experience
Richardson Independent School District August 2008 - June 2015
Wells Fargo March 2006 - March 2007
H.D. Vest Financial Services September 2003 - March 2006
Girls Incorporated of Metro Dallas January 2002 - October 2002
The Salvation Army October 2000 - September 2001
Education
Texas Woman's University 2002 — 2004
Master of Business Administration (M.B.A.), Management
State University of New York College at Oswego 1997 — 2000
Bachelor of Arts (B.A.), Communications - Public Relations
Richardson Independent School District August 2008 - June 2015
Wells Fargo March 2006 - March 2007
H.D. Vest Financial Services September 2003 - March 2006
Girls Incorporated of Metro Dallas January 2002 - October 2002
The Salvation Army October 2000 - September 2001
Education
Texas Woman's University 2002 — 2004
Master of Business Administration (M.B.A.), Management
State University of New York College at Oswego 1997 — 2000
Bachelor of Arts (B.A.), Communications - Public Relations
Marlo Poole's Wells Fargo Experience May 2015 - Present
Job Wholesale Banking Operational Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Genesis10 October 2012 - May 2015
Bank of America June 2011 - October 2012
Bank of America June 2008 - June 2011
Bank of America June 2007 - June 2008
Bank of America August 2006 - June 2007
Clear Creek ISD August 2001 - June 2006
Skills
Marketing Communications, Proposal Writing, Project Management, Change Management, Talent Management, Strategic Planning, Communications Planning, Development & delivery..., Talent Development, Leadership Development, Process Improvement
Education
Stephen F. Austin State University 1996 — 2000
Bachelor of Science
Wells Fargo May 2015 - Present
Genesis10 October 2012 - May 2015
Bank of America June 2011 - October 2012
Bank of America June 2008 - June 2011
Bank of America June 2007 - June 2008
Bank of America August 2006 - June 2007
Clear Creek ISD August 2001 - June 2006
Skills
Marketing Communications, Proposal Writing, Project Management, Change Management, Talent Management, Strategic Planning, Communications Planning, Development & delivery..., Talent Development, Leadership Development, Process Improvement
Education
Stephen F. Austin State University 1996 — 2000
Bachelor of Science
Cher Tuskey Cher Tuskey's Wells Fargo Experience May 2009 - September 2009
Job Manager at IBM, Seterus
Industry Financial Services
Experience
IBM Seterus August 2010 - Present
Stained Glass Works 1995 - Present
Wells Fargo May 2009 - September 2009
Wachovia June 2008 - April 2009
Wachovia September 2006 - December 2007
Maverick Funding Inc September 2003 - September 2006
HAHT Commerce October 2000 - August 2001
Blue Cross and Blue Shield of North Carolina May 1994 - October 2000
Blue Cross and Blue Shield of North Carolina May 1991 - May 1994
UTC Carrier October 1986 - April 1991
Skills
Business Analysis, Customer Service, Quality Assurance, Product Development, Interpersonal..., Product Launch, Process Improvement, Mortgage Lending, Vendor Management, Risk Management, Banking, Mortgage Banking, Insurance, Visio, Project Management, Business Requirements, SDLC, Strategic Planning, Requirements Analysis, User Acceptance Testing, Interpersonal..., Management, Program Management
Education
State University of New York Empire State College 1983 — 1987
BS, Computer Science & Business Administration
State University of New York at Canton
AAS, Medical Laboratory Technology
Syracuse University
Certificate, Business Information Systems
IBM Seterus August 2010 - Present
Stained Glass Works 1995 - Present
Wells Fargo May 2009 - September 2009
Wachovia June 2008 - April 2009
Wachovia September 2006 - December 2007
Maverick Funding Inc September 2003 - September 2006
HAHT Commerce October 2000 - August 2001
Blue Cross and Blue Shield of North Carolina May 1994 - October 2000
Blue Cross and Blue Shield of North Carolina May 1991 - May 1994
UTC Carrier October 1986 - April 1991
Skills
Business Analysis, Customer Service, Quality Assurance, Product Development, Interpersonal..., Product Launch, Process Improvement, Mortgage Lending, Vendor Management, Risk Management, Banking, Mortgage Banking, Insurance, Visio, Project Management, Business Requirements, SDLC, Strategic Planning, Requirements Analysis, User Acceptance Testing, Interpersonal..., Management, Program Management
Education
State University of New York Empire State College 1983 — 1987
BS, Computer Science & Business Administration
State University of New York at Canton
AAS, Medical Laboratory Technology
Syracuse University
Certificate, Business Information Systems
Brandon Downie Brandon Downie's Wells Fargo Experience October 2013 - April 2015
Job Vice President, Commercial Banking at BBVA Compass
Industry Banking
Experience
BBVA Compass May 2015 - Present
Wells Fargo October 2013 - April 2015
Capital Bank a division of Chemung Canal Trust Company May 2008 - October 2013
Capital Bank May 2008 - April 2011
Education
The College of Saint Rose 2009 — 2010
MBA, Business Administration
State University of New York College at Oneonta 2004 — 2008
B.S., Business Economics
BBVA Compass May 2015 - Present
Wells Fargo October 2013 - April 2015
Capital Bank a division of Chemung Canal Trust Company May 2008 - October 2013
Capital Bank May 2008 - April 2011
Education
The College of Saint Rose 2009 — 2010
MBA, Business Administration
State University of New York College at Oneonta 2004 — 2008
B.S., Business Economics
Ross Blount CRPC®'s Wells Fargo Experience October 2011 - July 2012
Job Financial Advisor
Industry Financial Services
Experience
BancWest Investment Services May 2014 - Present
Edward Jones June 2013 - April 2014
First National Bank of Omaha June 2012 - June 2013
Rhino Tax Solutions January 2013 - May 2013
Wells Fargo October 2011 - July 2012
Skills
Banking, Loans, Sales, Customer Service, Financial Analysis, Strategic Financial..., Financial Advisory, Investment Strategies, Portfolio Management, Accounts Payable, Consumer Lending, Management
Education
University of Stellenbosch 2007 — 2010
Financial Planning and Business Management
BancWest Investment Services May 2014 - Present
Edward Jones June 2013 - April 2014
First National Bank of Omaha June 2012 - June 2013
Rhino Tax Solutions January 2013 - May 2013
Wells Fargo October 2011 - July 2012
Skills
Banking, Loans, Sales, Customer Service, Financial Analysis, Strategic Financial..., Financial Advisory, Investment Strategies, Portfolio Management, Accounts Payable, Consumer Lending, Management
Education
University of Stellenbosch 2007 — 2010
Financial Planning and Business Management
Len Bernstein Len Bernstein's Wells Fargo Experience April 2013 - Present
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
BMO Financial Group 2005 - April 2013
Citigroup 2005 - 2009
Software AG 2002 - 2005
YellowBrix 2000 - 2002
Skills
Sales Management, Consultative Selling, Account Management, New Business Development, Contract Negotiation, Strategic Planning, Problem Solving, Salesforce.com, Marketing Strategy, Competitive Analysis, Selling, Strategic Partnerships, Negotiation, Business Strategy, Business Development, Solution Selling, Start-ups, B2B
Education
State University of New York College at Oneonta
BS, Business Economics
Wells Fargo April 2013 - Present
BMO Financial Group 2005 - April 2013
Citigroup 2005 - 2009
Software AG 2002 - 2005
YellowBrix 2000 - 2002
Skills
Sales Management, Consultative Selling, Account Management, New Business Development, Contract Negotiation, Strategic Planning, Problem Solving, Salesforce.com, Marketing Strategy, Competitive Analysis, Selling, Strategic Partnerships, Negotiation, Business Strategy, Business Development, Solution Selling, Start-ups, B2B
Education
State University of New York College at Oneonta
BS, Business Economics
Kayla Viti's Wells Fargo Experience October 2012 - Present
Job Service Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Bank of America September 2009 - October 2012
Skills
Banking
Education
SUNY Plattsburgh
Wells Fargo October 2012 - Present
Bank of America September 2009 - October 2012
Skills
Banking
Education
SUNY Plattsburgh
Angela MacMurray's Wells Fargo Experience July 2012 - Present
Job JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
Wells Fargo July 2012 - Present
Wells Fargo October 2011 - July 2012
Skills
Banking, Credit, Loans, Customer Service, Portfolio Management, Financial Analysis, Credit Analysis, Risk Management, Financial Services, Microsoft Excel, Adobe Design Programs, Microsoft Office, Creative Writing, Loan Origination, Loan Servicing, Software Documentation
Education
SUNY Plattsburgh 2007 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Adirondack Community College 2006 — 2007
Liberal Arts and Sciences, General Studies and Humanities
JPMorgan Chase October 2013 - Present
Wells Fargo July 2012 - Present
Wells Fargo October 2011 - July 2012
Skills
Banking, Credit, Loans, Customer Service, Portfolio Management, Financial Analysis, Credit Analysis, Risk Management, Financial Services, Microsoft Excel, Adobe Design Programs, Microsoft Office, Creative Writing, Loan Origination, Loan Servicing, Software Documentation
Education
SUNY Plattsburgh 2007 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Adirondack Community College 2006 — 2007
Liberal Arts and Sciences, General Studies and Humanities
Kevin Loomis Kevin Loomis's Wells Fargo Experience June 2012 - April 2015
Job Founder, Product Development ecomdash
Industry Computer Software
Experience
ecomdash January 2012 - Present
Wells Fargo June 2012 - April 2015
Wells Fargo July 2009 - June 2012
Wells Fargo February 2007 - July 2009
National Student Clearinghouse January 2005 - February 2007
IA Systems June 2001 - January 2005
Skills
Software Development, Agile Methodologies, Enterprise Software, Product Management, SaaS, E-commerce, Software Project..., Testing Strategy, Process Improvement, Quality Assurance, Entrepreneurship, Microsoft SQL Server, SQL, Requirements Analysis, Product Development, Test Automation, Test Management, Leadership, Testing
Education
State University of New York College at Oswego 1997 — 2001
Bachelor of Arts (B.A.), Public Justice
ecomdash January 2012 - Present
Wells Fargo June 2012 - April 2015
Wells Fargo July 2009 - June 2012
Wells Fargo February 2007 - July 2009
National Student Clearinghouse January 2005 - February 2007
IA Systems June 2001 - January 2005
Skills
Software Development, Agile Methodologies, Enterprise Software, Product Management, SaaS, E-commerce, Software Project..., Testing Strategy, Process Improvement, Quality Assurance, Entrepreneurship, Microsoft SQL Server, SQL, Requirements Analysis, Product Development, Test Automation, Test Management, Leadership, Testing
Education
State University of New York College at Oswego 1997 — 2001
Bachelor of Arts (B.A.), Public Justice
Laura Howell's Wells Fargo Experience 2010 - 2012
Job Sales and Management Professional
Industry Education Management
Experience
Kaplan University February 2014 - Present
Wells Fargo 2010 - 2012
Wells Fargo Advisors April 2008 - November 2010
Celltel Cellular, Inc January 1994 - January 2008
Skills
Sales, Management, Budgets, New Business Development, Business Strategy, Investments, Human Resources, Account Management, Marketing Strategy, Strategic Planning, Finance, Team Leadership, Direct Sales, Advertising, Marketing, B2B, Online Marketing, Time Management, Insurance, Team Building, Sales Process, SEO, Social Media Marketing, Leadership, Customer Retention, Disability Insurance, Business Development, Customer Satisfaction, Banking, Negotiation, Selling, Strategy, Sales Management, Training, Small Business, Customer Service
Education
State University of New York College at Plattsburgh
BA, Psychology
Leadership Seminole Graduate 1996 — 1997
Kaplan University February 2014 - Present
Wells Fargo 2010 - 2012
Wells Fargo Advisors April 2008 - November 2010
Celltel Cellular, Inc January 1994 - January 2008
Skills
Sales, Management, Budgets, New Business Development, Business Strategy, Investments, Human Resources, Account Management, Marketing Strategy, Strategic Planning, Finance, Team Leadership, Direct Sales, Advertising, Marketing, B2B, Online Marketing, Time Management, Insurance, Team Building, Sales Process, SEO, Social Media Marketing, Leadership, Customer Retention, Disability Insurance, Business Development, Customer Satisfaction, Banking, Negotiation, Selling, Strategy, Sales Management, Training, Small Business, Customer Service
Education
State University of New York College at Plattsburgh
BA, Psychology
Leadership Seminole Graduate 1996 — 1997
Christopher Meehan Christopher Meehan's Wells Fargo Experience June 2015 - Present
Job Market Growth and Development Consultant
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Wells Fargo November 2012 - June 2015
Daiichi Sankyo June 2007 - November 2012
GSK November 2002 - June 2007
BD September 2000 - November 2002
ADP July 1998 - September 2000
Skills
Pharmaceutical Sales, Medical Sales, Practice Finance, Cardiology, Diabetes, Mens Health, Gynecology, Sales Management, Urology, Cardiovascular, Hypertension, Cholesterol, Finance, Account Management, Sales, Gastroenterology, Leadership, Marketing, Product Launch, Sales Force Development, Selling Skills, Sales Operations, Managed Care, Pharmaceutical Industry, Management, Sales Effectiveness, Relationship Building, Business Development, Medical Devices, Healthcare, B2B, Customer Service, Team Building, Cold Calling, Sales Process, Sales Presentations, Hospitals, Strategic Planning, Marketing Strategy, Direct Sales, Business Planning
Education
State University of New York College at Oswego 1994 — 1997
BA, Communication Major - Health Science Minor
KImball Union Academy 1990 — 1993
College Prep, College Prep
Moeller 1988 — 1991
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo June 2015 - Present
Wells Fargo November 2012 - June 2015
Daiichi Sankyo June 2007 - November 2012
GSK November 2002 - June 2007
BD September 2000 - November 2002
ADP July 1998 - September 2000
Skills
Pharmaceutical Sales, Medical Sales, Practice Finance, Cardiology, Diabetes, Mens Health, Gynecology, Sales Management, Urology, Cardiovascular, Hypertension, Cholesterol, Finance, Account Management, Sales, Gastroenterology, Leadership, Marketing, Product Launch, Sales Force Development, Selling Skills, Sales Operations, Managed Care, Pharmaceutical Industry, Management, Sales Effectiveness, Relationship Building, Business Development, Medical Devices, Healthcare, B2B, Customer Service, Team Building, Cold Calling, Sales Process, Sales Presentations, Hospitals, Strategic Planning, Marketing Strategy, Direct Sales, Business Planning
Education
State University of New York College at Oswego 1994 — 1997
BA, Communication Major - Health Science Minor
KImball Union Academy 1990 — 1993
College Prep, College Prep
Moeller 1988 — 1991
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Aaron (AJ) Floyd Aaron (AJ) Floyd's Wells Fargo Experience January 2011 - November 2013
Job Technology Relationship Manager
Industry Information Services
Experience
Wells Fargo Advisors November 2013 - Present
Wells Fargo January 2011 - November 2013
Wells Fargo Advisors August 2007 - December 2010
Bank of America May 2006 - August 2007
Europa Sports Products February 2006 - May 2006
Weyerhaeuser March 2005 - February 2006
Weyerhaeuser October 2004 - March 2005
Weyerhaeuser February 2001 - October 2004
Skills
Security, SDLC, SharePoint, Visio, Business Analysis, Process Improvement, Enterprise Architecture, Software Documentation, Integration, Active Directory, Troubleshooting, Technology Management, IT Service Management, Requirements Gathering, Vendor Management, IT Management, Servers, Data Center
Education
State University of New York College at Oneonta 1997 — 2000
History, Education
Syracuse University 1996 — 1997
History
Wells Fargo Advisors November 2013 - Present
Wells Fargo January 2011 - November 2013
Wells Fargo Advisors August 2007 - December 2010
Bank of America May 2006 - August 2007
Europa Sports Products February 2006 - May 2006
Weyerhaeuser March 2005 - February 2006
Weyerhaeuser October 2004 - March 2005
Weyerhaeuser February 2001 - October 2004
Skills
Security, SDLC, SharePoint, Visio, Business Analysis, Process Improvement, Enterprise Architecture, Software Documentation, Integration, Active Directory, Troubleshooting, Technology Management, IT Service Management, Requirements Gathering, Vendor Management, IT Management, Servers, Data Center
Education
State University of New York College at Oneonta 1997 — 2000
History, Education
Syracuse University 1996 — 1997
History
Monifa Dye's Wells Fargo Experience May 2011 - Present
Job Client Services Consultant 3 @ Wells Fargo Bank
Industry Banking
Experience
B Moe Creative October 2011 - Present
Wells Fargo May 2011 - Present
Wells Fargo December 2006 - May 2011
Skills
Team Leadership, Training, Project Management, Microsoft Office 2007, Outlook, CLAS, AFS, Loan IQ, Itralinks, Corporate Communications, Bank/Client Relations
Education
Webster University 2004 — 2006
Master of Arts (M.A.), Computer and Information Sciences and Support Services, 3.8
Webster University 2004 — 2006
Master's degree, Business, Management, Marketing, and Related Support Services, 3.8
State University of New York College at Oswego 1996 — 2001
Bachelor of Arts (BA), Marketing, 3.2
MSGR Scanlan
B Moe Creative October 2011 - Present
Wells Fargo May 2011 - Present
Wells Fargo December 2006 - May 2011
Skills
Team Leadership, Training, Project Management, Microsoft Office 2007, Outlook, CLAS, AFS, Loan IQ, Itralinks, Corporate Communications, Bank/Client Relations
Education
Webster University 2004 — 2006
Master of Arts (M.A.), Computer and Information Sciences and Support Services, 3.8
Webster University 2004 — 2006
Master's degree, Business, Management, Marketing, and Related Support Services, 3.8
State University of New York College at Oswego 1996 — 2001
Bachelor of Arts (BA), Marketing, 3.2
MSGR Scanlan
Charity Gunter's Wells Fargo Experience April 2005 - September 2011
Job Corporate Trainer at LegacyTexas Bank
Industry Banking
Experience
LegacyTexas Bank September 2011 - Present
Wells Fargo April 2005 - September 2011
JPMorgan Chase June 2001 - April 2005
Skills
Employee Training, Learning Management..., Recruiting, Sales, Sales Leadership..., Leadership Trainer, Behavioral Interviewing, Department Budgeting, Customer Service..., Curriculum Design, Curriculum Mapping, Adult Learning Theory, Outside Sales, Curriculum Assessment, Product Development, Exit Interviews, Leading Meetings, System Administration, New Hire Processes, New Hire Orientations, Consulting, Client Rapport, Human Resources, Consumer Lending, Commercial Lending, Investment Banking, Retail Banking, Onboarding, Train the Trainer..., Project Planning, Event Planning, Organizing Meetings, Complaince, Photoshop, Situational Leadership, Microsoft Office, SuccessFactors, Virtual Training, Certified DDI..., Employee Surveys, Professional Mentoring, Deposit Growth, Sales Growth, Prospecting New Accounts, Banking Relationships, Employee Relations, Banking, Commercial Banking, Credit, Customer Service
Education
Stephen F. Austin State University
The University of Texas at Arlington
Bachelor's degree, Business, Management, Marketing, and Related Support Services
LegacyTexas Bank September 2011 - Present
Wells Fargo April 2005 - September 2011
JPMorgan Chase June 2001 - April 2005
Skills
Employee Training, Learning Management..., Recruiting, Sales, Sales Leadership..., Leadership Trainer, Behavioral Interviewing, Department Budgeting, Customer Service..., Curriculum Design, Curriculum Mapping, Adult Learning Theory, Outside Sales, Curriculum Assessment, Product Development, Exit Interviews, Leading Meetings, System Administration, New Hire Processes, New Hire Orientations, Consulting, Client Rapport, Human Resources, Consumer Lending, Commercial Lending, Investment Banking, Retail Banking, Onboarding, Train the Trainer..., Project Planning, Event Planning, Organizing Meetings, Complaince, Photoshop, Situational Leadership, Microsoft Office, SuccessFactors, Virtual Training, Certified DDI..., Employee Surveys, Professional Mentoring, Deposit Growth, Sales Growth, Prospecting New Accounts, Banking Relationships, Employee Relations, Banking, Commercial Banking, Credit, Customer Service
Education
Stephen F. Austin State University
The University of Texas at Arlington
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Martin Mazurik Martin Mazurik's Wells Fargo Experience 2010 - 2011
Job Sr. Developer/Architect and Entrepreneur
Industry Computer Software
Experience
NWTS Technical Consulting April 2014 - Present
You Eating Healthy 2015 - Present
GrandMasters, LLC 2013 - 2014
Grandmasters 2013 - 2014
Nwts Technical Consulting September 2012 - October 2013
Neudesic May 2012 - September 2012
Wells Fargo 2010 - 2011
Huron Consulting Group November 2009 - November 2010
Providence Health & Services June 2007 - November 2008
iSite 2006 - 2007
Skills
Imagination, Making money, Enterprise Arch, Culinary, Parenting, Gardening, Comedy, Writing, Landlord, Investing, Business Planning, Decorating, Teaching, Listening, Enterprise Software, Cloud Computing, Agile Methodologies, ASP.NET MVC, KnockoutJS, Windows Azure, Amazon Web Services..., SharePoint, Scrum, Interior Design, Investments, C#, .NET, WCF, Microsoft SQL Server, ASP.NET, Mobile Devices, JavaScript, SDLC, Money, Culinary Skills, LINQ, REST, Entity Framework, Integration, Web Development, Architectures, CSS, Architecture
Education
DeVry / Keller Graduate School of Management 2007 — 2009
MBA, MBA - Certificate in Entrepreneurship
West Coast University 1986 — 1988
Bachelor's of Science, Computer Science
State University of New York College at Geneseo 1981 — 1983
Undergraduate study in Applied Physics, Applied Physics major, Computer Science minor
MongoDB Training
NWTS Technical Consulting April 2014 - Present
You Eating Healthy 2015 - Present
GrandMasters, LLC 2013 - 2014
Grandmasters 2013 - 2014
Nwts Technical Consulting September 2012 - October 2013
Neudesic May 2012 - September 2012
Wells Fargo 2010 - 2011
Huron Consulting Group November 2009 - November 2010
Providence Health & Services June 2007 - November 2008
iSite 2006 - 2007
Skills
Imagination, Making money, Enterprise Arch, Culinary, Parenting, Gardening, Comedy, Writing, Landlord, Investing, Business Planning, Decorating, Teaching, Listening, Enterprise Software, Cloud Computing, Agile Methodologies, ASP.NET MVC, KnockoutJS, Windows Azure, Amazon Web Services..., SharePoint, Scrum, Interior Design, Investments, C#, .NET, WCF, Microsoft SQL Server, ASP.NET, Mobile Devices, JavaScript, SDLC, Money, Culinary Skills, LINQ, REST, Entity Framework, Integration, Web Development, Architectures, CSS, Architecture
Education
DeVry / Keller Graduate School of Management 2007 — 2009
MBA, MBA - Certificate in Entrepreneurship
West Coast University 1986 — 1988
Bachelor's of Science, Computer Science
State University of New York College at Geneseo 1981 — 1983
Undergraduate study in Applied Physics, Applied Physics major, Computer Science minor
MongoDB Training
Crystal Jean Crystal Jean's Wells Fargo Experience July 2010 - September 2014
Job Sales and Marketing Professional
Industry
Experience
Wells Fargo July 2010 - September 2014
Wells Fargo July 2006 - July 2010
Hawthorn Pharmaceuticals August 2005 - February 2006
ITT Technical Institute December 2004 - August 2005
Skills
Marketing, Sales, Management, Building Relationships, Sales Presentations, Territory..., Territory Expansion, Closing Abilities, Manage Client..., Customer Retention, Team-oriented, Customer Satisfaction, Customer Oriented, Goal Oriented, Challenge Driven, Cross Selling, Result Oriented, Leadership, CRM
Education
Stephen F. Austin State University 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
Wells Fargo July 2010 - September 2014
Wells Fargo July 2006 - July 2010
Hawthorn Pharmaceuticals August 2005 - February 2006
ITT Technical Institute December 2004 - August 2005
Skills
Marketing, Sales, Management, Building Relationships, Sales Presentations, Territory..., Territory Expansion, Closing Abilities, Manage Client..., Customer Retention, Team-oriented, Customer Satisfaction, Customer Oriented, Goal Oriented, Challenge Driven, Cross Selling, Result Oriented, Leadership, CRM
Education
Stephen F. Austin State University 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
DAVE PICOW DAVE PICOW's Wells Fargo Experience 2010 - 2012
Job President at LMVACATIONS
Industry Hospitality
Experience
LM VACATIONS January 2014 - Present
Wells Fargo 2010 - 2012
Imperial Finance & Trading 2008 - 2009
Education
State University of New York College at Oneonta
Bachelor of Business Administration (B.B.A.), BUSINESS
LM VACATIONS January 2014 - Present
Wells Fargo 2010 - 2012
Imperial Finance & Trading 2008 - 2009
Education
State University of New York College at Oneonta
Bachelor of Business Administration (B.B.A.), BUSINESS
Allison Bauman Allison Bauman's Wells Fargo Experience April 2013 - Present
Job Customer Service Representative/Teller at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
JCEO Head Start August 2012 - December 2012
NYS Parks 2009 - 2012
Skills
Experience working with..., Enjoy Working with..., Experience Working with..., Customer Service, Community Outreach, Counseling Technique, Resourceful..., Positive Energy, Always Willing to Learn
Education
State University of New York College at Plattsburgh 2008 — 2012
Bachelor of Science (B.S.), Human Development and Family Relations, Concentration in Adolescence
Wells Fargo April 2013 - Present
JCEO Head Start August 2012 - December 2012
NYS Parks 2009 - 2012
Skills
Experience working with..., Enjoy Working with..., Experience Working with..., Customer Service, Community Outreach, Counseling Technique, Resourceful..., Positive Energy, Always Willing to Learn
Education
State University of New York College at Plattsburgh 2008 — 2012
Bachelor of Science (B.S.), Human Development and Family Relations, Concentration in Adolescence
Michelle Cozzi Michelle Cozzi's Wells Fargo Experience August 2010 - May 2011
Job Regional Sales Associate at Axa
Industry Financial Services
Experience
AXA Equitable May 2011 - Present
Wells Fargo August 2010 - May 2011
Wells Fargo June 2010 - August 2010
Skills
Insurance, Series 6, Series 63, Cross Selling, Mortgage Lending, Investments, Loans, Credit, Financial Services, Banking, Relationship Management, Asset Managment, Fixed Annuities, Financial Analysis, Mutual Funds, Finance, Retirement Planning, Asset Management
Education
SUNY Oneonta 2006 — 2010
BS, Business Econ Major
SUNY Oneonta 2006 — 2010
Bachelor of Science (B.S.), Economics
AXA Equitable May 2011 - Present
Wells Fargo August 2010 - May 2011
Wells Fargo June 2010 - August 2010
Skills
Insurance, Series 6, Series 63, Cross Selling, Mortgage Lending, Investments, Loans, Credit, Financial Services, Banking, Relationship Management, Asset Managment, Fixed Annuities, Financial Analysis, Mutual Funds, Finance, Retirement Planning, Asset Management
Education
SUNY Oneonta 2006 — 2010
BS, Business Econ Major
SUNY Oneonta 2006 — 2010
Bachelor of Science (B.S.), Economics
Chad Kellman Chad Kellman's Wells Fargo Experience August 2012 - July 2014
Job Sales Management
Industry Financial Services
Experience
Chase September 2014 - Present
Wells Fargo August 2012 - July 2014
Citibank September 2011 - August 2012
M&T Bank February 2009 - September 2011
Skills
Communication, Business Relationship..., Recruiting, Leadership Development, Organization, Training & Development, Teamwork, Customer Relations, Team Management, Problem Solving
Education
State University of New York at Oswego 2004 — 2008
Bachelor's of Science, Business Administrations, 3.0
Chase September 2014 - Present
Wells Fargo August 2012 - July 2014
Citibank September 2011 - August 2012
M&T Bank February 2009 - September 2011
Skills
Communication, Business Relationship..., Recruiting, Leadership Development, Organization, Training & Development, Teamwork, Customer Relations, Team Management, Problem Solving
Education
State University of New York at Oswego 2004 — 2008
Bachelor's of Science, Business Administrations, 3.0
Nelson Goenaga Nelson Goenaga's Wells Fargo Experience February 2014 - Present
Job Compliance at WellsFargo
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
TIAA-CREF January 2013 - February 2014
LPL Financial 2008 - January 2013
Banc of America Investments March 2006 - April 2008
Ameriprise Financial Services, Inc. 2004 - 2005
AT&T Wireless 1999 - 2003
at&t wireless 1995 - 1999
Skills
Project Planning, Compliance, Financial Services, Staff Management, Securities, Mutual Funds, New Business Development, Series 7, Series 24, Options, FINRA
Education
State University of New York College at Oswego 1987 — 1991
BA, Communications
Wells Fargo February 2014 - Present
TIAA-CREF January 2013 - February 2014
LPL Financial 2008 - January 2013
Banc of America Investments March 2006 - April 2008
Ameriprise Financial Services, Inc. 2004 - 2005
AT&T Wireless 1999 - 2003
at&t wireless 1995 - 1999
Skills
Project Planning, Compliance, Financial Services, Staff Management, Securities, Mutual Funds, New Business Development, Series 7, Series 24, Options, FINRA
Education
State University of New York College at Oswego 1987 — 1991
BA, Communications
Laurel (Laurie Fisher) Schnabel Laurel (Laurie Fisher) Schnabel's Wells Fargo Experience August 1994 - May 1996
Job Management Consultant at Household Schnabel
Industry Information Technology and Services
Experience
Household Schnabel May 1996 - Present
Wells Fargo August 1994 - May 1996
Brady & Company Consultants April 1993 - August 1994
Blue Cross and Blue Shield of Minnesota August 1991 - March 1993
Ford Motor Company June 1986 - August 1991
Skills
Business Analysis, Business Development, Software Development, Business Process, ERP, Microsoft Office, Analysis, Customer Service, Management Consulting, Databases, Logical Data Modeling, Relational Data Modeling, Requirements Analysis
Education
University of Detroit Mercy 1989 — 1991
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
University of Minnesota - Carlson School of Management 1983 — 1986
Bachelor of Science (BS), Computer and Information Sciences and Support Services
SUNY Potsdam 1981 — 1983
Computer Science
Fairport HIgh School 1979 — 1981
Regents Diploma
Wheaton Central High School 1977 — 1979
Household Schnabel May 1996 - Present
Wells Fargo August 1994 - May 1996
Brady & Company Consultants April 1993 - August 1994
Blue Cross and Blue Shield of Minnesota August 1991 - March 1993
Ford Motor Company June 1986 - August 1991
Skills
Business Analysis, Business Development, Software Development, Business Process, ERP, Microsoft Office, Analysis, Customer Service, Management Consulting, Databases, Logical Data Modeling, Relational Data Modeling, Requirements Analysis
Education
University of Detroit Mercy 1989 — 1991
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
University of Minnesota - Carlson School of Management 1983 — 1986
Bachelor of Science (BS), Computer and Information Sciences and Support Services
SUNY Potsdam 1981 — 1983
Computer Science
Fairport HIgh School 1979 — 1981
Regents Diploma
Wheaton Central High School 1977 — 1979
Scott Mangicaro's Wells Fargo Experience May 2011 - December 2014
Job Customer Experience Business Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
American Express April 2015 - July 2015
Morgan Stanley January 2015 - April 2015
Wells Fargo May 2011 - December 2014
Wells Fargo June 2014 - September 2014
Welch Allyn May 2010 - August 2010
Welch Allyn May 2009 - August 2009
Musician January 2003 - July 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Microsoft Office, Customer Service, Event Planning, Social Networking, Management, Marketing, Public Speaking, Sales, Leadership, Team Building, Outlook
Education
Southern Oregon University 2013 — 2014
Master of Business Administration (MBA)
State University of New York College at Oneonta 2006 — 2010
Bachelor of Arts (B.A.), Music Industry
Fayetteville-Manlius High School 2002 — 2006
College Prepartory
TIAA-CREF September 2015 - Present
American Express April 2015 - July 2015
Morgan Stanley January 2015 - April 2015
Wells Fargo May 2011 - December 2014
Wells Fargo June 2014 - September 2014
Welch Allyn May 2010 - August 2010
Welch Allyn May 2009 - August 2009
Musician January 2003 - July 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Microsoft Office, Customer Service, Event Planning, Social Networking, Management, Marketing, Public Speaking, Sales, Leadership, Team Building, Outlook
Education
Southern Oregon University 2013 — 2014
Master of Business Administration (MBA)
State University of New York College at Oneonta 2006 — 2010
Bachelor of Arts (B.A.), Music Industry
Fayetteville-Manlius High School 2002 — 2006
College Prepartory
Christine Foster's Wells Fargo Experience September 2008 - May 2009
Job Business Banking Relationship Manager II
Industry Banking
Experience
JPMorgan Chase July 2012 - December 2013
Bank of America February 2011 - June 2012
Capital Certified Development Corporation August 2009 - October 2010
Wells Fargo September 2008 - May 2009
Interbay Funding, LLC July 2005 - April 2008
Countrywide Home Loans 2001 - 2005
CIT August 1999 - July 2001
The Money Store 1995 - 1999
Skills
Loans, Banking, Credit, Credit Analysis, Mortgage Lending, Sales, Sales Management, Business Banking, Commercial Mortgages, Commercial Banking, Portfolio Management, Finance, Loan Origination, Business Development, Financial Analysis, Leadership, Real Estate, Commercial Lending, Underwriting, CRM, Real Estate Financing, Management, Small Business Lending, Lines Of Credit, Real Estate Economics, Mortgage Banking, Asset Based Lending, Cash Management, Consumer Lending, Commercial Real Estate, Small Business, Funding, Relationship Management, SBA
Education
SBA Credit Analysis by NADCO
SBA Loan Packaging by NADCO
SBA 504 and 7(a) documentation and packaging
Formal Credit School 1995 — 2013
The Money Store 1995, The CIT Group 1998, IBF 2005, Wells Fargo 2009, BAC 2011, Chase 2013
Stephen F. Austin State University 1993 — 1995
Lamar High School 1988 — 1992
JPMorgan Chase July 2012 - December 2013
Bank of America February 2011 - June 2012
Capital Certified Development Corporation August 2009 - October 2010
Wells Fargo September 2008 - May 2009
Interbay Funding, LLC July 2005 - April 2008
Countrywide Home Loans 2001 - 2005
CIT August 1999 - July 2001
The Money Store 1995 - 1999
Skills
Loans, Banking, Credit, Credit Analysis, Mortgage Lending, Sales, Sales Management, Business Banking, Commercial Mortgages, Commercial Banking, Portfolio Management, Finance, Loan Origination, Business Development, Financial Analysis, Leadership, Real Estate, Commercial Lending, Underwriting, CRM, Real Estate Financing, Management, Small Business Lending, Lines Of Credit, Real Estate Economics, Mortgage Banking, Asset Based Lending, Cash Management, Consumer Lending, Commercial Real Estate, Small Business, Funding, Relationship Management, SBA
Education
SBA Credit Analysis by NADCO
SBA Loan Packaging by NADCO
SBA 504 and 7(a) documentation and packaging
Formal Credit School 1995 — 2013
The Money Store 1995, The CIT Group 1998, IBF 2005, Wells Fargo 2009, BAC 2011, Chase 2013
Stephen F. Austin State University 1993 — 1995
Lamar High School 1988 — 1992
Brian Clarkin's Wells Fargo Experience June 2012 - Present
Job Business Payroll Consultant at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo June 2012 - Present
Patriot Clean Fuel March 2011 - June 2012
PrimePay October 2009 - February 2011
IDM February 2003 - April 2008
MeritDirect January 2000 - February 2003
Direct Media 1995 - 2000
Skills
Strategy, New Business Development, Direct Marketing, Strategic Planning, Sales Management, E-commerce, Marketing, Sales, Lead Generation, Leadership, Account Management, Marketing Strategy, B2B
Education
State University of New York College at Oswego
Bachelor's degree, Business Administration
Wells Fargo June 2012 - Present
Patriot Clean Fuel March 2011 - June 2012
PrimePay October 2009 - February 2011
IDM February 2003 - April 2008
MeritDirect January 2000 - February 2003
Direct Media 1995 - 2000
Skills
Strategy, New Business Development, Direct Marketing, Strategic Planning, Sales Management, E-commerce, Marketing, Sales, Lead Generation, Leadership, Account Management, Marketing Strategy, B2B
Education
State University of New York College at Oswego
Bachelor's degree, Business Administration
Jonthan Zogby's Wells Fargo Experience July 2004 - August 2005
Job CEO/Owner Zogby Analytics
Industry Market Research
Experience
Zogby International May 2000 - Present
Countrywide Full Spectrum Lending August 2005 - January 2006
Wells Fargo July 2004 - August 2005
Ben Bridge Jewelers October 2003 - July 2004
Education
State University of New York Empire State College 2006 — 2008
MA, Liberal Arts and Sciences/Liberal Studies
University at Buffalo 1998 — 2000
Zogby International May 2000 - Present
Countrywide Full Spectrum Lending August 2005 - January 2006
Wells Fargo July 2004 - August 2005
Ben Bridge Jewelers October 2003 - July 2004
Education
State University of New York Empire State College 2006 — 2008
MA, Liberal Arts and Sciences/Liberal Studies
University at Buffalo 1998 — 2000
Mary Yates's Wells Fargo Experience April 2005 - June 2006
Job Vice President, Club Operations at 24 Hour Fitness
Industry Health, Wellness and Fitness
Experience
24 Hour Fitness December 2010 - Present
24 Hour Fitness June 2006 - December 2010
Wells Fargo April 2005 - June 2006
Downey Savings and Loan 1987 - 2005
Skills
Team Building, Leadership Development, Change Management, Banking, Sales, Process Improvement, Mortgage Lending, Customer Service, Finance, Personal Training, Budgets, Fitness, Operations Management, Strategic Planning, Sales Management, Financial Analysis, Cross-functional Team..., Coaching, Leadership, Management, Vendor Management, Marketing, Customer Satisfaction, Strategy, Training
Education
Stephen F. Austin State University
Business Administration and Management, General
24 Hour Fitness December 2010 - Present
24 Hour Fitness June 2006 - December 2010
Wells Fargo April 2005 - June 2006
Downey Savings and Loan 1987 - 2005
Skills
Team Building, Leadership Development, Change Management, Banking, Sales, Process Improvement, Mortgage Lending, Customer Service, Finance, Personal Training, Budgets, Fitness, Operations Management, Strategic Planning, Sales Management, Financial Analysis, Cross-functional Team..., Coaching, Leadership, Management, Vendor Management, Marketing, Customer Satisfaction, Strategy, Training
Education
Stephen F. Austin State University
Business Administration and Management, General
Christian Githmark's Wells Fargo Experience January 2009 - October 2012
Job Managing Director at Gupton Marrs International
Industry Financial Services
Experience
Gupton Marrs International September 2014 - Present
Fidelity National Information Services October 2012 - August 2014
Wells Fargo January 2009 - October 2012
Wachovia Corporation March 2004 - December 2008
BearingPoint March 2001 - March 2004
First Union National Bank November 2000 - April 2001
First Union National Bank June 1994 - November 2000
Lehman Brothers May 1994 - February 1996
Skills
Banking, Risk Management, Operational Risk..., Operational Risk, Financial Risk, Portfolio Management, Financial Services, Capital Markets, Enterprise Risk..., Credit, Process Improvement
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
Master of Business Administration (MBA), Finance and Marketing
State University of New York College of Environmental Sciences and Forestry 1986 — 1990
Bachelor of Science (B.S.), Landscape Architecture
Gupton Marrs International September 2014 - Present
Fidelity National Information Services October 2012 - August 2014
Wells Fargo January 2009 - October 2012
Wachovia Corporation March 2004 - December 2008
BearingPoint March 2001 - March 2004
First Union National Bank November 2000 - April 2001
First Union National Bank June 1994 - November 2000
Lehman Brothers May 1994 - February 1996
Skills
Banking, Risk Management, Operational Risk..., Operational Risk, Financial Risk, Portfolio Management, Financial Services, Capital Markets, Enterprise Risk..., Credit, Process Improvement
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
Master of Business Administration (MBA), Finance and Marketing
State University of New York College of Environmental Sciences and Forestry 1986 — 1990
Bachelor of Science (B.S.), Landscape Architecture
Jim Passano's Wells Fargo Experience September 2014 - Present
Job Home Mortgage Associate
Industry Banking
Experience
Wells Fargo September 2014 - Present
Interstate Home Loan Center March 2000 - August 2014
Skills
Loan Origination, Credit, Mortgage Lending, Finance, Loans, Mortgage Banking, Refinance, Credit Analysis, USDA, FHA, Mortgage Underwriting, Underwriting, FHA financing, VA loans, Reverse Mortgages, Residential Mortgages, Government Loans
Education
State University of New York College at Old Westbury 2004 — 2007
B.S., Business Management
SUNY College at Old Westbury
B.S. Business Administration
Wells Fargo September 2014 - Present
Interstate Home Loan Center March 2000 - August 2014
Skills
Loan Origination, Credit, Mortgage Lending, Finance, Loans, Mortgage Banking, Refinance, Credit Analysis, USDA, FHA, Mortgage Underwriting, Underwriting, FHA financing, VA loans, Reverse Mortgages, Residential Mortgages, Government Loans
Education
State University of New York College at Old Westbury 2004 — 2007
B.S., Business Management
SUNY College at Old Westbury
B.S. Business Administration
Daniel N. Barr's Wells Fargo Experience 1998 - Present
Job Operational Risk Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 1998 - Present
Wells Fargo 1998 - Present
sallie mae 1994 - 1998
Skills
Operational Risk, Financial Analysis, Mortgage Lending, Risk Management, Loans, Securities, Banking, Financial Risk, Credit, Credit Analysis, Process Improvement
Education
State University of New York College at Potsdam 1980 — 1984
Wells Fargo Bank April 1998 - Present
Wells Fargo 1998 - Present
sallie mae 1994 - 1998
Skills
Operational Risk, Financial Analysis, Mortgage Lending, Risk Management, Loans, Securities, Banking, Financial Risk, Credit, Credit Analysis, Process Improvement
Education
State University of New York College at Potsdam 1980 — 1984
Dan Oldani's Wells Fargo Experience April 1989 - Present
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 1989 - Present
Skills
Mutual Funds, Investment Management, Financial Advisory, Finance
Education
Stephen F. Austin State University 1982 — 1984
Wells Fargo April 1989 - Present
Skills
Mutual Funds, Investment Management, Financial Advisory, Finance
Education
Stephen F. Austin State University 1982 — 1984
Renee Himstedt's Wells Fargo Experience June 1999 - Present
Job Sr. Business Analyst at Wachovia Securities
Industry Information Technology and Services
Experience
Wells Fargo June 1999 - Present
Education
Stephen F. Austin State University 1984 — 1988
Wells Fargo June 1999 - Present
Education
Stephen F. Austin State University 1984 — 1988
Danielle Esposito's Wells Fargo Experience January 2007 - March 2011
Job Vice President, Commercial Real Estate Lending at Santander Bank, N.A.
Industry Commercial Real Estate
Experience
Santander Bank, N.A. May 2014 - Present
Santander Bank, N.A. September 2012 - May 2014
Santander Bank, N.A. April 2011 - September 2012
Wells Fargo January 2007 - March 2011
Wachovia Securities August 2006 - January 2007
HSBC December 2005 - August 2006
Skills
Asset Managment, Credit Analysis, Account Reconciliation, Analysis, Asset Management, Banking, Commercial Mortgages, Finance, Financial Modeling, Portfolio Management, Real Estate, Structured Finance, Loans, Financial Analysis, Management, Valuation
Education
State University of New York College at Oswego 2001 — 2006
MBA, Finance
Santander Bank, N.A. May 2014 - Present
Santander Bank, N.A. September 2012 - May 2014
Santander Bank, N.A. April 2011 - September 2012
Wells Fargo January 2007 - March 2011
Wachovia Securities August 2006 - January 2007
HSBC December 2005 - August 2006
Skills
Asset Managment, Credit Analysis, Account Reconciliation, Analysis, Asset Management, Banking, Commercial Mortgages, Finance, Financial Modeling, Portfolio Management, Real Estate, Structured Finance, Loans, Financial Analysis, Management, Valuation
Education
State University of New York College at Oswego 2001 — 2006
MBA, Finance
Ron Tomaszewski's Wells Fargo Experience January 2009 - January 2012
Job Vice President of Human Resources at Butterball, LLC
Industry Financial Services
Experience
Butterball, LLC February 2012 - Present
Wells Fargo January 2009 - January 2012
Wachovia July 2000 - December 2008
HSBC April 1997 - July 2000
HSBC September 1994 - March 1997
Marine Midland Bank 1989 - 1994
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1987 — 1989
MBA, Finance & C.I.S.
SUNY Geneseo 1984 — 1987
BA, Economics, minor: Computer Science
Butterball, LLC February 2012 - Present
Wells Fargo January 2009 - January 2012
Wachovia July 2000 - December 2008
HSBC April 1997 - July 2000
HSBC September 1994 - March 1997
Marine Midland Bank 1989 - 1994
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1987 — 1989
MBA, Finance & C.I.S.
SUNY Geneseo 1984 — 1987
BA, Economics, minor: Computer Science
Laurence Hawes's Wells Fargo Experience August 2010 - Present
Job Vice President & Team Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2010 - Present
First Niagara Bank August 2005 - August 2010
The Vanguard Group 1998 - 2005
Key Corp 1995 - 1998
Skills
Wealth Management, Mutual Funds, Asset Allocation, Series 7, High Net Worth..., Relationship Management, 401k, Financial Advisory, Portfolio Management, Investment Advisory, Wealth Management..., Securities, Credit, Retirement, Banking, Estate Planning, Investments, Retirement Planning, Series 63, Strategic Financial..., Investment Management, Fixed Income, Financial Services, Asset Management, Mortgage Lending, Private Banking, Investment Strategies, Alternative Investments, Financial Analysis, Financial Planners, Equities, Asset Managment, Wealth, Personal Trust..., Management
Education
State University of New York College at Plattsburgh 1981 — 1983
BS
Schenectady County Community College 1979 — 1981
AS
Wells Fargo August 2010 - Present
First Niagara Bank August 2005 - August 2010
The Vanguard Group 1998 - 2005
Key Corp 1995 - 1998
Skills
Wealth Management, Mutual Funds, Asset Allocation, Series 7, High Net Worth..., Relationship Management, 401k, Financial Advisory, Portfolio Management, Investment Advisory, Wealth Management..., Securities, Credit, Retirement, Banking, Estate Planning, Investments, Retirement Planning, Series 63, Strategic Financial..., Investment Management, Fixed Income, Financial Services, Asset Management, Mortgage Lending, Private Banking, Investment Strategies, Alternative Investments, Financial Analysis, Financial Planners, Equities, Asset Managment, Wealth, Personal Trust..., Management
Education
State University of New York College at Plattsburgh 1981 — 1983
BS
Schenectady County Community College 1979 — 1981
AS
John Pritchett's Wells Fargo Experience December 2005 - January 2009
Job VP Documentation Manager JP Morgan Chase
Industry Banking
Experience
JPMorgan Chase January 2013 - Present
GMAC ResCap March 2009 - January 2013
Wells Fargo December 2005 - January 2009
Wells Fargo Financial November 2001 - November 2005
Hibernia National Bank December 2000 - November 2001
Ford Motor Credit Company June 1996 - November 2000
Skills
Banking, Change Management, Coaching, Consumer Lending, Credit, Credit Analysis, Default, Finance, Financial Services, Leadership, Loan Origination, Loans, Loss Mitigation, Management, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Operations Management, Portfolio Management, Process Improvement, Recruiting, Sales, Six Sigma, Strategic Planning, Team Building, Time Management, Underwriting
Education
Stephen F. Austin State University 1991 — 1995
Bachelor of Science, Agricultural Development / General Business
JPMorgan Chase January 2013 - Present
GMAC ResCap March 2009 - January 2013
Wells Fargo December 2005 - January 2009
Wells Fargo Financial November 2001 - November 2005
Hibernia National Bank December 2000 - November 2001
Ford Motor Credit Company June 1996 - November 2000
Skills
Banking, Change Management, Coaching, Consumer Lending, Credit, Credit Analysis, Default, Finance, Financial Services, Leadership, Loan Origination, Loans, Loss Mitigation, Management, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Operations Management, Portfolio Management, Process Improvement, Recruiting, Sales, Six Sigma, Strategic Planning, Team Building, Time Management, Underwriting
Education
Stephen F. Austin State University 1991 — 1995
Bachelor of Science, Agricultural Development / General Business
Raymond DuFauchard's Wells Fargo Experience September 2008 - July 2013
Job Documentation Negotiator at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management December 2013 - Present
Wells Fargo September 2008 - July 2013
Wells Fargo December 2004 - September 2008
Wachovia, A Wells Fargo Company September 2002 - December 2004
Mizuho Corporate Bank November 2000 - September 2002
Goldman Sachs November 1999 - November 2000
Skills
Derivatives, Capital Markets, Fixed Income, Banking, Investment Banking, Risk Management, ISDA, Document Management, Interest Rate..., Energy Derivatives, Derivative Operations, Credit Derivatives, Regulatory Submissions, Regulatory Requirements, Reports, Scrittura, Calypso, Endur, Microsoft Office, Management, Mentoring, FX Derivatives, MBA, Hedge Funds, Contract Negotiation, Financial Services, Bonds
Education
Wake Forest University - Babcock Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
State University of New York at Albany 1997 — 1999
Bachelor of Arts (B.A.), Economics
State University of New York College of Agriculture and Technology at Morrisville 1995 — 1997
Associate of Arts (A.A.), Accounting
Wells Capital Management December 2013 - Present
Wells Fargo September 2008 - July 2013
Wells Fargo December 2004 - September 2008
Wachovia, A Wells Fargo Company September 2002 - December 2004
Mizuho Corporate Bank November 2000 - September 2002
Goldman Sachs November 1999 - November 2000
Skills
Derivatives, Capital Markets, Fixed Income, Banking, Investment Banking, Risk Management, ISDA, Document Management, Interest Rate..., Energy Derivatives, Derivative Operations, Credit Derivatives, Regulatory Submissions, Regulatory Requirements, Reports, Scrittura, Calypso, Endur, Microsoft Office, Management, Mentoring, FX Derivatives, MBA, Hedge Funds, Contract Negotiation, Financial Services, Bonds
Education
Wake Forest University - Babcock Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
State University of New York at Albany 1997 — 1999
Bachelor of Arts (B.A.), Economics
State University of New York College of Agriculture and Technology at Morrisville 1995 — 1997
Associate of Arts (A.A.), Accounting
Ed Muldowney's Wells Fargo Experience 2008 - Present
Job Analytic Consultant Wells Fargo
Industry Banking
Experience
Wells Fargo 2008 - Present
Wachovia January 1998 - October 2008
Reuters Financial Software July 1996 - January 1998
Advanced Network Technologies 1995 - 1997
Snapple 1994 - 1994
Snapple 1993 - 1994
Skills
Technical Support, SDLC, Business Requirements, Visio, Vendor Management, Business Analysis, SharePoint, Requirements Analysis, Requirements Gathering, Enterprise Architecture, Disaster Recovery, Process Improvement, Risk Management, Banking, Integration
Education
State University of New York College of Agriculture and Technology at Cobleskill 1987 — 1989
Associate of Science (A.S.), Computer Science
Wells Fargo 2008 - Present
Wachovia January 1998 - October 2008
Reuters Financial Software July 1996 - January 1998
Advanced Network Technologies 1995 - 1997
Snapple 1994 - 1994
Snapple 1993 - 1994
Skills
Technical Support, SDLC, Business Requirements, Visio, Vendor Management, Business Analysis, SharePoint, Requirements Analysis, Requirements Gathering, Enterprise Architecture, Disaster Recovery, Process Improvement, Risk Management, Banking, Integration
Education
State University of New York College of Agriculture and Technology at Cobleskill 1987 — 1989
Associate of Science (A.S.), Computer Science
Brian Steighner's Wells Fargo Experience March 2003 - April 2010
Job WBS Regional Support Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2010 - Present
Wells Fargo March 2003 - April 2010
Education
State University of New York College at Potsdam 1990 — 1994
Bachelor's Degree, Business / Economics
Wells Fargo Advisors April 2010 - Present
Wells Fargo March 2003 - April 2010
Education
State University of New York College at Potsdam 1990 — 1994
Bachelor's Degree, Business / Economics
Carla J. Webb's Wells Fargo Experience August 1983 - July 1997
Job Finance & Accounting Manager
Industry Accounting
Experience
Aon Hewitt 2001 - Present
Hewitt Associates 2001 - 2009
Wells Fargo August 1983 - July 1997
Wells fargo 1983 - 1997
Education
Stephen F. Austin State University 1979 — 1983
BBA, Accounting
Aon Hewitt 2001 - Present
Hewitt Associates 2001 - 2009
Wells Fargo August 1983 - July 1997
Wells fargo 1983 - 1997
Education
Stephen F. Austin State University 1979 — 1983
BBA, Accounting
Galina Fabrikant's Wells Fargo Experience AVPWashington Mutual, Card Services/JPMorgan Chase2005 - 2007
Job AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo AVPWashington Mutual, Card Services/JPMorgan Chase2005 - 2007
Washington Mutual 2005 - 2007
Washington Mutual Card Services 2005 - 2007
Providian Financial 1998 - 2007
Education
State University of Nizhni Novgorod named after N.I. Lobachevsky (UNN) 1969 — 1974
Master, Applied Mathematics
Wells Fargo AVPWashington Mutual, Card Services/JPMorgan Chase2005 - 2007
Washington Mutual 2005 - 2007
Washington Mutual Card Services 2005 - 2007
Providian Financial 1998 - 2007
Education
State University of Nizhni Novgorod named after N.I. Lobachevsky (UNN) 1969 — 1974
Master, Applied Mathematics
Blaine Tober's Wells Fargo Experience 2011 - 2012
Job Senior Manager at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group August 2013 - Present
TPM, Inc. January 2013 - July 2013
Wells Fargo 2011 - 2012
Wells Fargo 2009 - 2011
Wachovia 2003 - 2009
Wachovia 2001 - 2003
First Union 1998 - 2001
First Union 1997 - 1998
First Union 1994 - 1997
CTG 1992 - 1994
Skills
Information Technology..., Organizational..., Application Portfolio..., Applications..., Relationship Management, Project Sponsorship, Vendor Management, IT Financial Management, Program Management, Architecture, Roadmap Creation, Strategic Planning, Project Management, Data Integration, Data Warehousing, Java Application..., .Net Application..., Database Design, Data Modeling, SDLC, Management Consulting, SOA, Enterprise Architecture, .NET, Integration, IT Management, Business Analysis, Agile Methodologies, Software Project..., Cross-functional Team..., Databases, Oracle, Change Management
Education
State University of New York College at Oswego 1988 — 1992
BS, Management Science, Economics
Carlisle & Gallagher Consulting Group August 2013 - Present
TPM, Inc. January 2013 - July 2013
Wells Fargo 2011 - 2012
Wells Fargo 2009 - 2011
Wachovia 2003 - 2009
Wachovia 2001 - 2003
First Union 1998 - 2001
First Union 1997 - 1998
First Union 1994 - 1997
CTG 1992 - 1994
Skills
Information Technology..., Organizational..., Application Portfolio..., Applications..., Relationship Management, Project Sponsorship, Vendor Management, IT Financial Management, Program Management, Architecture, Roadmap Creation, Strategic Planning, Project Management, Data Integration, Data Warehousing, Java Application..., .Net Application..., Database Design, Data Modeling, SDLC, Management Consulting, SOA, Enterprise Architecture, .NET, Integration, IT Management, Business Analysis, Agile Methodologies, Software Project..., Cross-functional Team..., Databases, Oracle, Change Management
Education
State University of New York College at Oswego 1988 — 1992
BS, Management Science, Economics
Jesse Keefe's Wells Fargo Experience April 2009 - August 2009
Job Corporate Work Study Program Coordinator at Cristo Rey Brooklyn High School
Industry Primary/Secondary Education
Experience
Cristo Rey Brooklyn High School July 2013 - Present
Constitution High School January 2011 - May 2012
Radian December 2009 - May 2012
Wells Fargo April 2009 - August 2009
Paychex September 2007 - January 2009
Xerox June 2003 - September 2007
Education
Villanova University 2010 — 2012
Master of Science (M.S.), Counseling, with a Concentration in Secondary School Counseling
SUNY Geneseo 1997 — 2002
Bachelor of Arts (B.A.), English
Cristo Rey Brooklyn High School July 2013 - Present
Constitution High School January 2011 - May 2012
Radian December 2009 - May 2012
Wells Fargo April 2009 - August 2009
Paychex September 2007 - January 2009
Xerox June 2003 - September 2007
Education
Villanova University 2010 — 2012
Master of Science (M.S.), Counseling, with a Concentration in Secondary School Counseling
SUNY Geneseo 1997 — 2002
Bachelor of Arts (B.A.), English
Adam Nault's Wells Fargo Experience March 2015 - Present
Job HSA Sales Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2015 - Present
Wells Fargo March 2013 - Present
Wells Fargo March 2010 - March 2013
Parker Boats Company October 2004 - May 2009
Skills
Sales, Direct Marketing, Marketing Communications, Integrated Marketing, Marketing, Account Management, Business Relationship..., Great Motivator, Public Speaking, Manage Client..., Business Development
Education
Stephen F. Austin State University 1999 — 2004
Bachelor of Science (BS), Crimminal Justice
Stephen F. Austin State University 1999 — 2004
CHS
Wells Fargo March 2015 - Present
Wells Fargo March 2013 - Present
Wells Fargo March 2010 - March 2013
Parker Boats Company October 2004 - May 2009
Skills
Sales, Direct Marketing, Marketing Communications, Integrated Marketing, Marketing, Account Management, Business Relationship..., Great Motivator, Public Speaking, Manage Client..., Business Development
Education
Stephen F. Austin State University 1999 — 2004
Bachelor of Science (BS), Crimminal Justice
Stephen F. Austin State University 1999 — 2004
CHS
Mark Pompeo's Wells Fargo Experience 2009 - Present
Job Business Development Officer at Wells Fargo
Industry Banking
Experience
Wells Fargo 2009 - Present
Popular Small Business Capital 2007 - 2009
VR Mergers & Acquisitions 1999 - 2007
Skills
Loans, Credit, Commercial Lending, Banking, Small Business Lending, Commercial Banking, Mortgage Lending, Credit Analysis, Portfolio Management, Relationship Management, Retail Banking, Loan Origination, Financial Services, Cross Selling, Underwriting, Lines Of Credit, Financial Analysis, Business Development
Education
State University of New York College at Potsdam
Wells Fargo 2009 - Present
Popular Small Business Capital 2007 - 2009
VR Mergers & Acquisitions 1999 - 2007
Skills
Loans, Credit, Commercial Lending, Banking, Small Business Lending, Commercial Banking, Mortgage Lending, Credit Analysis, Portfolio Management, Relationship Management, Retail Banking, Loan Origination, Financial Services, Cross Selling, Underwriting, Lines Of Credit, Financial Analysis, Business Development
Education
State University of New York College at Potsdam
Jeremy Meeks's Wells Fargo Experience June 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Smart Auto October 2013 - May 2014
Honda financial services March 2013 - September 2013
Buca di Beppo August 2011 - January 2013
The Hartford April 2010 - June 2011
Bank of America June 2009 - April 2010
Olive Garden May 2007 - September 2008
Skills
Finance, Accounting, Banking, Cash Management, Credit, Financial Analysis, Strategic Financial..., Customer Service, Time Management, Loans, Financial Services, Risk Management
Education
State University of New York College at Oswego 2004 — 2009
Finance, Finance, Accounting, Management
Wells Fargo June 2014 - Present
Smart Auto October 2013 - May 2014
Honda financial services March 2013 - September 2013
Buca di Beppo August 2011 - January 2013
The Hartford April 2010 - June 2011
Bank of America June 2009 - April 2010
Olive Garden May 2007 - September 2008
Skills
Finance, Accounting, Banking, Cash Management, Credit, Financial Analysis, Strategic Financial..., Customer Service, Time Management, Loans, Financial Services, Risk Management
Education
State University of New York College at Oswego 2004 — 2009
Finance, Finance, Accounting, Management
Tracy Bonfield's Wells Fargo Experience January 2002 - Present
Job Director, Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2002 - Present
Wachovia Securities, LLC 2001 - 2010
Wachovia Securities, LLC January 2002 - September 2008
Skills
Project Management, Capital Markets, Asset Management, Credit Analysis, Banking, Loans, Financial Structuring, Portfolio Management, Asset Managment, Valuation, Investment Banking, Financial Analysis, Risk Management, Credit, Financial Modeling, Fixed Income, Loan Origination, Due Diligence
Education
State University of New York College at Geneseo
Bachelors, Business, Marketing, Spanish
Wells Fargo January 2002 - Present
Wachovia Securities, LLC 2001 - 2010
Wachovia Securities, LLC January 2002 - September 2008
Skills
Project Management, Capital Markets, Asset Management, Credit Analysis, Banking, Loans, Financial Structuring, Portfolio Management, Asset Managment, Valuation, Investment Banking, Financial Analysis, Risk Management, Credit, Financial Modeling, Fixed Income, Loan Origination, Due Diligence
Education
State University of New York College at Geneseo
Bachelors, Business, Marketing, Spanish
Mitchell Mann's Wells Fargo Experience September 2006 - Present
Job Regional Bank Private Banker
Industry Banking
Experience
Wells Fargo September 2006 - Present
Think Mutual Bank August 2004 - August 2006
ScheerSports 2000 - 2004
Skills
Consumer Lending, Small Business Lending, Series 7, Credit, Mortgage Lending, Lines Of Credit, Series 63, Uniform Combined State..., Banking, Commercial Lending
Education
SUNY Geneseo 1988 — 1992
Bachelor of Arts (B.A.), Communication, General
Wells Fargo September 2006 - Present
Think Mutual Bank August 2004 - August 2006
ScheerSports 2000 - 2004
Skills
Consumer Lending, Small Business Lending, Series 7, Credit, Mortgage Lending, Lines Of Credit, Series 63, Uniform Combined State..., Banking, Commercial Lending
Education
SUNY Geneseo 1988 — 1992
Bachelor of Arts (B.A.), Communication, General
Lee LoBaugh's Wells Fargo Experience January 2007 - September 2008
Job Financial Analyst LEED AP at Energy And Environmental Solutions Inc.
Industry Construction
Experience
Energy And Environmental Solutions Inc. September 2008 - Present
Wells Fargo January 2007 - September 2008
Education
State University of New York College at Oswego 1998 — 1999
BA, Broadcast Engineering / Business
Energy And Environmental Solutions Inc. September 2008 - Present
Wells Fargo January 2007 - September 2008
Education
State University of New York College at Oswego 1998 — 1999
BA, Broadcast Engineering / Business
Wendy Godfrey-Dean's Wells Fargo Experience January 2010 - July 2011
Job Business Planning & Strategy Development Project / Program Manager currently seeking parttime home based oppor.
Industry Information Technology and Services
Experience
Godfrey-Dean, Incorporated June 2011 - September 2012
Wells Fargo January 2010 - July 2011
Wachovia, A Wells Fargo Company April 2006 - June 2009
Bank of America September 2004 - September 2005
Sapphire Technologies February 2004 - September 2004
IBM December 2000 - June 2004
Parks & Company LLC. April 1997 - November 1999
International Business Machines June 1983 - November 1994
International Business Machines June 1982 - November 1994
Skills
SDLC, Program Management, Business Process..., Cross-functional Team..., Process Improvement, PMP, Integration, Project Management, MS Project, Risk Management, Business Process, Management, Project Planning, Business Strategy, Leadership, Strategic Planning, Governance, CRM, Strategy, Analysis, Outsourcing, Enterprise Software, Software Documentation, Requirements Gathering, Vendor Management, E-commerce, Project Portfolio...
Education
State University of New York College at Plattsburgh
BA
Godfrey-Dean, Incorporated June 2011 - September 2012
Wells Fargo January 2010 - July 2011
Wachovia, A Wells Fargo Company April 2006 - June 2009
Bank of America September 2004 - September 2005
Sapphire Technologies February 2004 - September 2004
IBM December 2000 - June 2004
Parks & Company LLC. April 1997 - November 1999
International Business Machines June 1983 - November 1994
International Business Machines June 1982 - November 1994
Skills
SDLC, Program Management, Business Process..., Cross-functional Team..., Process Improvement, PMP, Integration, Project Management, MS Project, Risk Management, Business Process, Management, Project Planning, Business Strategy, Leadership, Strategic Planning, Governance, CRM, Strategy, Analysis, Outsourcing, Enterprise Software, Software Documentation, Requirements Gathering, Vendor Management, E-commerce, Project Portfolio...
Education
State University of New York College at Plattsburgh
BA
Jim Seeley's Wells Fargo Experience 2007 - Present
Job Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2007 - Present
Manning & Napier Advisors June 2003 - December 2006
Skills
Portfolio Management, Financial Services, Project Management, Risk Management, Business Analysis, Visio, Process Improvement, Financial Modeling, Social Media, Investments, Financial Analysis, SharePoint, Program Management, Requirements Gathering
Education
State University of New York College at Oswego 1999 — 2003
BA, Economics, Mathematics
Wells Fargo 2007 - Present
Manning & Napier Advisors June 2003 - December 2006
Skills
Portfolio Management, Financial Services, Project Management, Risk Management, Business Analysis, Visio, Process Improvement, Financial Modeling, Social Media, Investments, Financial Analysis, SharePoint, Program Management, Requirements Gathering
Education
State University of New York College at Oswego 1999 — 2003
BA, Economics, Mathematics
Joseph Frett's Wells Fargo Experience June 2013 - Present
Job Assistant Vice President Wells Fargo Dealer Services
Industry Banking
Experience
Wells Fargo June 2013 - Present
T. Rowe Price 2013 - Present
JPMorgan Chase November 2009 - April 2012
J.P. Morgan 2012 - 2012
Skills
Financial Analysis, Risk Management, Loans, Credit, Banking, Commercial Banking, Cash Management, Portfolio Management, Process Improvement, Investments, Mutual Funds, Treasury Management, Microsoft Excel, Fixed Income, Customer Service, Securities, Strategic Financial..., Equities, Underwriting
Education
Syracuse University 2003 — 2005
B.S, Business Managment
State University of New York College of Agriculture and Technology at Morrisville 1996 — 2001
A.A.S, Social Scince
Henninger
Wells Fargo June 2013 - Present
T. Rowe Price 2013 - Present
JPMorgan Chase November 2009 - April 2012
J.P. Morgan 2012 - 2012
Skills
Financial Analysis, Risk Management, Loans, Credit, Banking, Commercial Banking, Cash Management, Portfolio Management, Process Improvement, Investments, Mutual Funds, Treasury Management, Microsoft Excel, Fixed Income, Customer Service, Securities, Strategic Financial..., Equities, Underwriting
Education
Syracuse University 2003 — 2005
B.S, Business Managment
State University of New York College of Agriculture and Technology at Morrisville 1996 — 2001
A.A.S, Social Scince
Henninger
Rebecca Jones, CPA's Wells Fargo Experience August 2015 - Present
Job Wells Fargo
Industry Accounting
Experience
Wells Fargo August 2015 - Present
Wells Fargo December 2013 - Present
PwC July 2012 - November 2013
PricewaterhouseCoopers September 2009 - June 2012
Oneida Nation Enterprises, Turning Stone Resort and Casino May 2006 - May 2009
Skills
US GAAP, Internal Controls, GAAP, Assurance, External Audit, Auditing, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Accounting, CPA, Big 4
Education
State University of New York at Oswego 2004 — 2009
B.S. Accounting; MBA
Wells Fargo August 2015 - Present
Wells Fargo December 2013 - Present
PwC July 2012 - November 2013
PricewaterhouseCoopers September 2009 - June 2012
Oneida Nation Enterprises, Turning Stone Resort and Casino May 2006 - May 2009
Skills
US GAAP, Internal Controls, GAAP, Assurance, External Audit, Auditing, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Accounting, CPA, Big 4
Education
State University of New York at Oswego 2004 — 2009
B.S. Accounting; MBA
Adam Ortega's Wells Fargo Experience October 2012 - September 2013
Job Engineering Analysts
Industry Computer Networking
Experience
Pressler Petroleum Consultants, Inc. September 2013 - Present
Wells Fargo October 2012 - September 2013
Antoine Dental Care February 2011 - October 2012
Stephen F. Austin State University January 2010 - June 2010
Skills
Microsoft Office, HTML, Petra, PHDWin, Aries, SQL, Drilling Information, Java, IHS, ARC MAP, Access, Enerdeq, Oil & Gas, Reservoir Technician, Geo Technician, Engineering Technician, Customer Service, Teamwork, Microsoft Excel, PowerPoint, Microsoft Access, Analysis
Education
University of Houston 2011 — 2014
Bachelor's Degree, Supply Chain and Logistics of Information Technology
Stephen F. Austin State University 2009 — 2011
Attended, Computer Information Systems
Pressler Petroleum Consultants, Inc. September 2013 - Present
Wells Fargo October 2012 - September 2013
Antoine Dental Care February 2011 - October 2012
Stephen F. Austin State University January 2010 - June 2010
Skills
Microsoft Office, HTML, Petra, PHDWin, Aries, SQL, Drilling Information, Java, IHS, ARC MAP, Access, Enerdeq, Oil & Gas, Reservoir Technician, Geo Technician, Engineering Technician, Customer Service, Teamwork, Microsoft Excel, PowerPoint, Microsoft Access, Analysis
Education
University of Houston 2011 — 2014
Bachelor's Degree, Supply Chain and Logistics of Information Technology
Stephen F. Austin State University 2009 — 2011
Attended, Computer Information Systems
Aaron Kleiner's Wells Fargo Experience June 2014 - Present
Job Personal Banker for JPMorgan Chase Bank, N.A.
Industry Banking
Experience
Wells Fargo June 2014 - Present
JPMorgan Chase Bank, N.A. September 2010 - June 2014
RadioShack January 2009 - February 2011
Circuit City March 2007 - January 2009
Education
State University of New York College at Oswego 2008 — 2010
Bachelor, Accounting
SUNY Orange 2006 — 2008
Associate, Business Administration
Wells Fargo June 2014 - Present
JPMorgan Chase Bank, N.A. September 2010 - June 2014
RadioShack January 2009 - February 2011
Circuit City March 2007 - January 2009
Education
State University of New York College at Oswego 2008 — 2010
Bachelor, Accounting
SUNY Orange 2006 — 2008
Associate, Business Administration
Bernadette Frazier's Wells Fargo Experience August 2010 - October 2011
Job Logistics Supervisor and Communications at Halliburton
Industry Oil & Energy
Experience
Halliburton January 2014 - Present
Halliburton February 2012 - December 2013
Wells Fargo August 2010 - October 2011
The Mattress Firm August 2005 - December 2007
Skills
Customer Service, Management, Microsoft Office, Budgets, Logistics, Sales Management, Outlook, Sales, Microsoft Excel, CRM, Microsoft Word, Marketing Communications, Training, Leadership, PowerPoint, Employee Training, Communication, Banking, Compliance, Journalism, Operations Management, Process Improvement, Sales Operations, Forecasting, Inventory Management, Team Building, Employee Relations, Inventory Control, Process Scheduler, Analysis, Marketing Strategy, AP writing, Technical Writing, CMS, SharePoint, Corporate Communications, Visio, Public Relations, Contract Negotiation, Coaching, Account Management, Payroll, Performance Management
Education
Stephen F. Austin State University 2000 — 2005
Bachelor of Science, Organizational Communications
Halliburton January 2014 - Present
Halliburton February 2012 - December 2013
Wells Fargo August 2010 - October 2011
The Mattress Firm August 2005 - December 2007
Skills
Customer Service, Management, Microsoft Office, Budgets, Logistics, Sales Management, Outlook, Sales, Microsoft Excel, CRM, Microsoft Word, Marketing Communications, Training, Leadership, PowerPoint, Employee Training, Communication, Banking, Compliance, Journalism, Operations Management, Process Improvement, Sales Operations, Forecasting, Inventory Management, Team Building, Employee Relations, Inventory Control, Process Scheduler, Analysis, Marketing Strategy, AP writing, Technical Writing, CMS, SharePoint, Corporate Communications, Visio, Public Relations, Contract Negotiation, Coaching, Account Management, Payroll, Performance Management
Education
Stephen F. Austin State University 2000 — 2005
Bachelor of Science, Organizational Communications
Dominick Bratton's Wells Fargo Experience August 2009 - August 2011
Job Senior Business Analyst at Freddie Mac
Industry Banking
Experience
Freddie Mac October 2014 - Present
Ebay/PayPal April 2014 - Present
Fannie Mae October 2012 - April 2014
Treliant Risk Advisors August 2011 - September 2012
Wells Fargo August 2009 - August 2011
Navy Federal Credit Union January 2009 - August 2009
Skills
Investment Banking, Credit, Mortgage Lending, Banking, Financial Analysis, Credit Analysis, Asset Management, Loans, Portfolio Management, FHA, Financial Risk, Strategy, Analysis, Management, Risk Management, Business Process, Operational Risk, Loss Mitigation, Finance, Loan Servicing, Vendor Management, Investments, Operational Risk..., Mortgage Servicing, Underwriting, Financial Services, Process Improvement, Executive Management, Mortgage Banking, Financial Modeling, Project Planning, Mortgage Underwriting, Refinance, Strategic Planning, SDLC
Education
SUNY Geneseo 1989 — 1993
SUNY Geneseo, English
State University of New York College at Geneseo 1989 — 1993
Bachelors, English
Freddie Mac October 2014 - Present
Ebay/PayPal April 2014 - Present
Fannie Mae October 2012 - April 2014
Treliant Risk Advisors August 2011 - September 2012
Wells Fargo August 2009 - August 2011
Navy Federal Credit Union January 2009 - August 2009
Skills
Investment Banking, Credit, Mortgage Lending, Banking, Financial Analysis, Credit Analysis, Asset Management, Loans, Portfolio Management, FHA, Financial Risk, Strategy, Analysis, Management, Risk Management, Business Process, Operational Risk, Loss Mitigation, Finance, Loan Servicing, Vendor Management, Investments, Operational Risk..., Mortgage Servicing, Underwriting, Financial Services, Process Improvement, Executive Management, Mortgage Banking, Financial Modeling, Project Planning, Mortgage Underwriting, Refinance, Strategic Planning, SDLC
Education
SUNY Geneseo 1989 — 1993
SUNY Geneseo, English
State University of New York College at Geneseo 1989 — 1993
Bachelors, English
David Westfall's Wells Fargo Experience November 2014 - July 2015
Job President at Global Locator Systems of Texas
Industry Consumer Goods
Experience
Global Locator Systems of Texas August 2015 - Present
Wells Fargo November 2014 - July 2015
BNY Mellon November 2012 - October 2014
Invesco Aim June 2010 - October 2011
Van Kampen Investments October 1996 - May 2010
Skills
Mutual Funds, Investments, Call Centers, Financial Services, Securities, Risk Management, Business Analysis, Asset Management, Teamwork, Team Building, FINRA Series 6, Customer Service, Process Improvement, Negotiation, Call Center, Financial Analysis, Series 6, Corporate Actions, Customer Focus, Vendor Relations, Supervisory Skills, Customer Relations, Excel, Word, Problem Solving, Microsoft Office, Coaching, Outlook, Mentoring, Operations Management, Time Management, Self-directed, Project Planning, Client Services, Customer Satisfaction, Analysis, Team Leadership, Forecasting, Team Management, Corporate Trust, cash flow, Self-starter, Series 26, Closed-end Funds, Project Management, GPS Tracking, Geographic Information...
Education
Cy-Fair College 2004 — 2006
Anaylst Certificate, Geographic Information Systems
Stephen F. Austin State University 1993 — 1996
B.S., Geography
Global Locator Systems of Texas August 2015 - Present
Wells Fargo November 2014 - July 2015
BNY Mellon November 2012 - October 2014
Invesco Aim June 2010 - October 2011
Van Kampen Investments October 1996 - May 2010
Skills
Mutual Funds, Investments, Call Centers, Financial Services, Securities, Risk Management, Business Analysis, Asset Management, Teamwork, Team Building, FINRA Series 6, Customer Service, Process Improvement, Negotiation, Call Center, Financial Analysis, Series 6, Corporate Actions, Customer Focus, Vendor Relations, Supervisory Skills, Customer Relations, Excel, Word, Problem Solving, Microsoft Office, Coaching, Outlook, Mentoring, Operations Management, Time Management, Self-directed, Project Planning, Client Services, Customer Satisfaction, Analysis, Team Leadership, Forecasting, Team Management, Corporate Trust, cash flow, Self-starter, Series 26, Closed-end Funds, Project Management, GPS Tracking, Geographic Information...
Education
Cy-Fair College 2004 — 2006
Anaylst Certificate, Geographic Information Systems
Stephen F. Austin State University 1993 — 1996
B.S., Geography
Peter Pugliese's Wells Fargo Experience February 2004 - Present
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2004 - Present
Education
State University of New York College at Oneonta 1983 — 1987
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Wells Fargo February 2004 - Present
Education
State University of New York College at Oneonta 1983 — 1987
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Kristen Karukas's Wells Fargo Experience March 2013 - Present
Job Experienced in Customer Service and Administrative Work
Industry Banking
Experience
Wells Fargo March 2013 - Present
Grand Strand Bicycles September 2012 - April 2013
Coastal Athletic Supply August 2010 - December 2012
Skills
Microsoft Word, Microsoft Excel, QuickBooks, Wordpress, Word Processing, Information Processing, Data Processing, Inventory Management
Education
SUNY Geneseo 2002 — 2006
Elementary Education and Teaching
Wells Fargo March 2013 - Present
Grand Strand Bicycles September 2012 - April 2013
Coastal Athletic Supply August 2010 - December 2012
Skills
Microsoft Word, Microsoft Excel, QuickBooks, Wordpress, Word Processing, Information Processing, Data Processing, Inventory Management
Education
SUNY Geneseo 2002 — 2006
Elementary Education and Teaching
Stephanie Duffy's Wells Fargo Experience Internal Audit ManagerTIAA-CREFMarch 2011 - April 2014
Job Retirement Financial Controls Manager at Wells Fargo
Industry Accounting
Experience
Wells Fargo Internal Audit ManagerTIAA-CREFMarch 2011 - April 2014
TIAA-CREF June 2006 - March 2011
Reznick Group June 2004 - June 2006
Skills
Test Planning, Quality Center, Financial Reporting, Visio, Quality Assurance, Process Improvement, Microsoft Excel, Auditing, SDLC, Risk Management, Financial Services, Test Management, Business Analysis, Internal Audit
Education
State University of New York College at Old Westbury 1994 — 1999
Bachelor of Science (B.S.), Accounting
Wells Fargo Internal Audit ManagerTIAA-CREFMarch 2011 - April 2014
TIAA-CREF June 2006 - March 2011
Reznick Group June 2004 - June 2006
Skills
Test Planning, Quality Center, Financial Reporting, Visio, Quality Assurance, Process Improvement, Microsoft Excel, Auditing, SDLC, Risk Management, Financial Services, Test Management, Business Analysis, Internal Audit
Education
State University of New York College at Old Westbury 1994 — 1999
Bachelor of Science (B.S.), Accounting
george karaganeas's Wells Fargo Experience March 2012 - Present
Job Business System Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo March 2012 - Present
Wells Fargo Advisors March 2009 - March 2012
Wachovia January 2007 - March 2009
Skills
SDLC, Business Analysis, Requirements Analysis, Visio, Requirements Gathering, DB2, Banking, Software Project..., COBOL, SharePoint, MS Project, Mainframe, Xpediter, Abend-Aid, IDCAMS, CA-7/11, JCL, Fileaid, Panvalet, SPUFI, Teradata Data Warehouse, MicroStrategy Reporting, Microsoft Excel, CICS, Change Management, TSO, Microsoft Word, MVS, IMS DB/DC, Microsoft Office, VSAM, Project Management, XML, SQL, eztrieve, Outlook
Education
SUNY Oswego 1969 — 1972
Bachelor of Science (BS), Business Administration and Management, General, 2.9
SUNY Oswego 1968 — 1972
Bachelor of Science (BS), Economics
Wells Fargo March 2012 - Present
Wells Fargo Advisors March 2009 - March 2012
Wachovia January 2007 - March 2009
Skills
SDLC, Business Analysis, Requirements Analysis, Visio, Requirements Gathering, DB2, Banking, Software Project..., COBOL, SharePoint, MS Project, Mainframe, Xpediter, Abend-Aid, IDCAMS, CA-7/11, JCL, Fileaid, Panvalet, SPUFI, Teradata Data Warehouse, MicroStrategy Reporting, Microsoft Excel, CICS, Change Management, TSO, Microsoft Word, MVS, IMS DB/DC, Microsoft Office, VSAM, Project Management, XML, SQL, eztrieve, Outlook
Education
SUNY Oswego 1969 — 1972
Bachelor of Science (BS), Business Administration and Management, General, 2.9
SUNY Oswego 1968 — 1972
Bachelor of Science (BS), Economics
Ronald Sparks's Wells Fargo Experience March 1985 - May 2006
Job Branch Manager, Vice President at Bank of Texas
Industry Banking
Experience
Bank of Texas March 2015 - Present
Colorado State Bank and Trust July 2006 - March 2015
Wells Fargo March 1985 - May 2006
Skills
Financial Advisory, Coaching, Sales Management, Credit, Banking, Loans, Refinance, Sales, Consumer Lending, Small Business Lending, Retail Banking, Mortgage Lending, Commercial Lending, Branch Management, Commercial Banking
Education
Stephen F. Austin State University 1980 — 1984
Bachelor of Science, Forestry
Bank of Texas March 2015 - Present
Colorado State Bank and Trust July 2006 - March 2015
Wells Fargo March 1985 - May 2006
Skills
Financial Advisory, Coaching, Sales Management, Credit, Banking, Loans, Refinance, Sales, Consumer Lending, Small Business Lending, Retail Banking, Mortgage Lending, Commercial Lending, Branch Management, Commercial Banking
Education
Stephen F. Austin State University 1980 — 1984
Bachelor of Science, Forestry
Marc Petrie's Wells Fargo Experience June 2012 - July 2013
Job Business Systems Consultant
Industry Computer Software
Experience
Wells Fargo June 2012 - July 2013
Wells Fargo March 2010 - June 2012
Wells Fargo October 2006 - March 2010
SUNY Geneseo January 2004 - May 2006
Skills
Business Requirements, Troubleshooting, Computer Program, Problem Solving, Creative Problem Solving, Business Analysis, Requirements Gathering, Banking, SDLC, Technical Support
Education
State University of New York College at Geneseo 2002 — 2006
Bachelor of Arts (BA), Computer Science and Mathematics
Wells Fargo June 2012 - July 2013
Wells Fargo March 2010 - June 2012
Wells Fargo October 2006 - March 2010
SUNY Geneseo January 2004 - May 2006
Skills
Business Requirements, Troubleshooting, Computer Program, Problem Solving, Creative Problem Solving, Business Analysis, Requirements Gathering, Banking, SDLC, Technical Support
Education
State University of New York College at Geneseo 2002 — 2006
Bachelor of Arts (BA), Computer Science and Mathematics
Cody Molock's Wells Fargo Experience May 2008 - July 2009
Job Educator at Carroll High School
Industry Education Management
Experience
Southlake Carroll ISD August 2009 - Present
Wells Fargo May 2008 - July 2009
Regions Financial Corporation 2007 - 2008
Commercial Bank of Texas 2005 - 2007
Skills
Organizational..., Time Management, Team Management, Presentation Skills, Educational Technology, Classroom, Lesson Planning, Classroom Management, Educational Leadership, Curriculum Development, Instructional Technology
Education
Stephen F. Austin State University 2005 — 2008
Bachelor of Business Administration (BBA), General Business
Trinity Valley Community College 2004 — 2005
Malakoff ISD
Malakoff ISD
Southlake Carroll ISD August 2009 - Present
Wells Fargo May 2008 - July 2009
Regions Financial Corporation 2007 - 2008
Commercial Bank of Texas 2005 - 2007
Skills
Organizational..., Time Management, Team Management, Presentation Skills, Educational Technology, Classroom, Lesson Planning, Classroom Management, Educational Leadership, Curriculum Development, Instructional Technology
Education
Stephen F. Austin State University 2005 — 2008
Bachelor of Business Administration (BBA), General Business
Trinity Valley Community College 2004 — 2005
Malakoff ISD
Malakoff ISD
Christopher Catanzarite's Wells Fargo Experience August 2013 - Present
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
AT&T Mobility June 2010 - August 2013
Education
State University of New York College at Geneseo 2005 — 2008
Bachelor of Arts (B.A.), Organizational Communication, General
Wells Fargo August 2013 - Present
AT&T Mobility June 2010 - August 2013
Education
State University of New York College at Geneseo 2005 — 2008
Bachelor of Arts (B.A.), Organizational Communication, General
Dave Marusiak's Wells Fargo Experience April 2007 - May 2014
Job Senior Vice President at Colorado Business Bank
Industry Banking
Experience
Colorado Business Bank May 2014 - Present
Wells Fargo April 2007 - May 2014
Community Bank of Nevada 2005 - 2007
Wells Fargo 1998 - 2005
Skills
Commercial Lending, Banking, Commercial Banking, Treasury Management, Credit, Credit Analysis, Management, Sales Management, Relationship Management
Education
Pacific Coast Banking School 2014 — 2016
Banking, Corporate, Finance, and Securities Law
University of Phoenix - Las Vegas Campus 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 4.0
State University of New York College at Oswego 1995 — 1997
Business Administration and Management, General
SUNY Canton 1993 — 1995
Associate's degree, Business Administration and Management, General
Colorado Business Bank May 2014 - Present
Wells Fargo April 2007 - May 2014
Community Bank of Nevada 2005 - 2007
Wells Fargo 1998 - 2005
Skills
Commercial Lending, Banking, Commercial Banking, Treasury Management, Credit, Credit Analysis, Management, Sales Management, Relationship Management
Education
Pacific Coast Banking School 2014 — 2016
Banking, Corporate, Finance, and Securities Law
University of Phoenix - Las Vegas Campus 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 4.0
State University of New York College at Oswego 1995 — 1997
Business Administration and Management, General
SUNY Canton 1993 — 1995
Associate's degree, Business Administration and Management, General
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank