Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Julie (Hoang) Snell Julie (Hoang) Snell's Wells Fargo Experience January 2014 - Present
Job Relationship Manager/Asst. Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2014 - Present
Wells Fargo June 2009 - January 2014
Wells Fargo January 2006 - June 2009
Marriott Vacation Club International January 2002 - February 2005
Marriott Vacation Club International May 1999 - January 2002
Skills
Credit Analysis, Negotiation, Process Improvement, Financial Analysis, Customer Service, Financial Modeling, Commercial Lending, Underwriting, Real Estate, Proformas, Portfolio Management, Commercial Real Estate, Finance, Credit
Education
Stetson University 2000 — 2002
Master, Business Administration
University of Central Florida - College of Business Administration 1995 — 1999
B.S.B.A., Accounting
Wells Fargo January 2014 - Present
Wells Fargo June 2009 - January 2014
Wells Fargo January 2006 - June 2009
Marriott Vacation Club International January 2002 - February 2005
Marriott Vacation Club International May 1999 - January 2002
Skills
Credit Analysis, Negotiation, Process Improvement, Financial Analysis, Customer Service, Financial Modeling, Commercial Lending, Underwriting, Real Estate, Proformas, Portfolio Management, Commercial Real Estate, Finance, Credit
Education
Stetson University 2000 — 2002
Master, Business Administration
University of Central Florida - College of Business Administration 1995 — 1999
B.S.B.A., Accounting
Lynette Moses Lynette Moses's Wells Fargo Experience 2013 - Present
Job Insurance Professional
Industry Insurance
Experience
Wells Fargo 2013 - Present
Safeguard Properties 2011 - 2013
Member Health Medicare 2004 - 2009
Skills
Commercial Insurance, Insurance, Claim, Claims Management, Claims Handling, Claims Resolution, Property Claims, Customer Service, Customer Satisfaction, Customer Support, Compliance
Education
Glennville High School
Stillman College
Some College, Elementary Education and Teaching
Wells Fargo 2013 - Present
Safeguard Properties 2011 - 2013
Member Health Medicare 2004 - 2009
Skills
Commercial Insurance, Insurance, Claim, Claims Management, Claims Handling, Claims Resolution, Property Claims, Customer Service, Customer Satisfaction, Customer Support, Compliance
Education
Glennville High School
Stillman College
Some College, Elementary Education and Teaching
Richard Aron Richard Aron's Wells Fargo Experience September 2014 - Present
Job Manager Learning and Development Wells Fargo NY/CT
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
InsideOut Image Consulting September 1996 - Present
Wells Fargo July 2012 - September 2014
Wells Fargo September 2006 - July 2012
Liz Claiborne November 1981 - April 1996
Skills
Leadership, Training, Consulting, Management, Coaching, Team Building, Team Leadership, Employee Training, Performance Motivation, Adult Education, Project Management, Customer Service, Banking, Sales, Credit, Loans, Public Speaking, Communication, Relationship Building, Image Consulting
Education
Hillcrest High School
Stony Brook University
Wells Fargo September 2014 - Present
InsideOut Image Consulting September 1996 - Present
Wells Fargo July 2012 - September 2014
Wells Fargo September 2006 - July 2012
Liz Claiborne November 1981 - April 1996
Skills
Leadership, Training, Consulting, Management, Coaching, Team Building, Team Leadership, Employee Training, Performance Motivation, Adult Education, Project Management, Customer Service, Banking, Sales, Credit, Loans, Public Speaking, Communication, Relationship Building, Image Consulting
Education
Hillcrest High School
Stony Brook University
Matthew Rapoport's Wells Fargo Experience December 2013 - Present
Job Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Wells Fargo July 2013 - December 2013
Wells Fargo July 2010 - July 2013
Wells Fargo June 2009 - July 2010
Roland George Investment Program · Stetson University August 2008 - May 2009
· SEI Investments Company, Inc June 2008 - August 2008
Innovative Wealth, LLC d/b/a The Campus February 2006 - February 2008
Skills
Equities, Financial Analysis, Credit, Banking, Due Diligence, Bloomberg, Fixed Income, Portfolio Management, Finance, Loans, Financial Risk, Underwriting, Accounting, Cash Flow, Analysis
Education
Stetson University 2005 — 2009
BBA, Finance
Stetson University 2005 — 2009
Bachelor of Business Administration, Finance Business Law
Wells Fargo December 2013 - Present
Wells Fargo July 2013 - December 2013
Wells Fargo July 2010 - July 2013
Wells Fargo June 2009 - July 2010
Roland George Investment Program · Stetson University August 2008 - May 2009
· SEI Investments Company, Inc June 2008 - August 2008
Innovative Wealth, LLC d/b/a The Campus February 2006 - February 2008
Skills
Equities, Financial Analysis, Credit, Banking, Due Diligence, Bloomberg, Fixed Income, Portfolio Management, Finance, Loans, Financial Risk, Underwriting, Accounting, Cash Flow, Analysis
Education
Stetson University 2005 — 2009
BBA, Finance
Stetson University 2005 — 2009
Bachelor of Business Administration, Finance Business Law
Kidron Turner's Wells Fargo Experience September 2015 - Present
Job Solutions Developer
Industry Banking
Experience
Wells Fargo September 2015 - Present
Wells Fargo October 2014 - Present
Towne Park July 2013 - June 2014
MAXIMUS January 2013 - June 2013
TEKsystems July 2011 - January 2013
Best Buy October 2010 - July 2011
Best Buy July 2009 - October 2010
Cheeburger Cheeburger June 2008 - September 2008
Tim's Treats June 2007 - September 2008
Skills
Customer Service, Team Leadership, Process Improvement, Team Building, Operations Management, Microsoft Access SQL, Sales, Data Analysis, Technical Support, ERP Software, Leadership, PeopleSoft, Business Process..., Accounting, Accounting software, Microsoft Excel, Microsoft Office, Customer Satisfaction, Business Analysis, Account Management, Account Reconciliation, Acocunting Systems, Financial Analysis, Tax Research, Critical Thinking, Information Mapping, Collections, Contract Analysis, Accounts Payable, Networking, Software Documentation, Finance, Strategic Planning, Leadership Development, Invoicing, Negotiation, Managerial Finance, Administration, Time Management, Microsoft Visual Basic, Financial Modeling, Vendor Management..., Training, Access, Microsoft Word, SharePoint, Social Media
Education
CCBC Catonsville 2013 — 2015
Business Accounting
ALISON 2014 — 2014
Associate's Degree, Accounting and Finance
Stevenson University 2009 — 2011
Business Communications and Graphic Design
Baltimore Lutheran School 2005 — 2009
ALISON
Associate's Degree, Customer Service Management
Wells Fargo September 2015 - Present
Wells Fargo October 2014 - Present
Towne Park July 2013 - June 2014
MAXIMUS January 2013 - June 2013
TEKsystems July 2011 - January 2013
Best Buy October 2010 - July 2011
Best Buy July 2009 - October 2010
Cheeburger Cheeburger June 2008 - September 2008
Tim's Treats June 2007 - September 2008
Skills
Customer Service, Team Leadership, Process Improvement, Team Building, Operations Management, Microsoft Access SQL, Sales, Data Analysis, Technical Support, ERP Software, Leadership, PeopleSoft, Business Process..., Accounting, Accounting software, Microsoft Excel, Microsoft Office, Customer Satisfaction, Business Analysis, Account Management, Account Reconciliation, Acocunting Systems, Financial Analysis, Tax Research, Critical Thinking, Information Mapping, Collections, Contract Analysis, Accounts Payable, Networking, Software Documentation, Finance, Strategic Planning, Leadership Development, Invoicing, Negotiation, Managerial Finance, Administration, Time Management, Microsoft Visual Basic, Financial Modeling, Vendor Management..., Training, Access, Microsoft Word, SharePoint, Social Media
Education
CCBC Catonsville 2013 — 2015
Business Accounting
ALISON 2014 — 2014
Associate's Degree, Accounting and Finance
Stevenson University 2009 — 2011
Business Communications and Graphic Design
Baltimore Lutheran School 2005 — 2009
ALISON
Associate's Degree, Customer Service Management
Carole Mosher Carole Mosher's Wells Fargo Experience 2005 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Reece and Nichols.com 2009 - Present
Wells Fargo 2005 - Present
UMB Bank 2004 - 2005
Education
Stephens College
Bachelor of Arts (B.A.)
UMKC
CFP class completion, Accounting and Finance
Reece and Nichols.com 2009 - Present
Wells Fargo 2005 - Present
UMB Bank 2004 - 2005
Education
Stephens College
Bachelor of Arts (B.A.)
UMKC
CFP class completion, Accounting and Finance
Nelson Hernandez's Wells Fargo Experience November 2003 - August 2006
Job Systems Administrator at Earnest
Industry Internet
Experience
Earnest July 2015 - Present
OneLogin, Inc. November 2013 - Present
OneLogin June 2012 - November 2013
StarGreetz August 2010 - June 2012
Wells Fargo November 2003 - August 2006
Fair Isaac 2002 - 2003
Skills
HTML, MySQL, JavaScript, Ruby on Rails, Ruby, CSS, HAML, PostgreSQL, Puppet, Amazon Web Services..., Identity, Financial Analysis, Credit Risk, Architecture, SAS programming
Education
Stevens Institute of Technology 2007 — 2009
Master of Engineering (MEng), Product Architecture and Engineering
SUNY Stony Brook 1999 — 2000
Bachelor of Science (BS), Applied Mathematics and Statistics, 3.9
SUNY Farmingdale 1997 — 1999
Associate of Science (AS), Computer Science, 3.9
SUNY Farmingdale 1997 — 1999
Associate's degree, Applied Mathematics, 3.9
Earnest July 2015 - Present
OneLogin, Inc. November 2013 - Present
OneLogin June 2012 - November 2013
StarGreetz August 2010 - June 2012
Wells Fargo November 2003 - August 2006
Fair Isaac 2002 - 2003
Skills
HTML, MySQL, JavaScript, Ruby on Rails, Ruby, CSS, HAML, PostgreSQL, Puppet, Amazon Web Services..., Identity, Financial Analysis, Credit Risk, Architecture, SAS programming
Education
Stevens Institute of Technology 2007 — 2009
Master of Engineering (MEng), Product Architecture and Engineering
SUNY Stony Brook 1999 — 2000
Bachelor of Science (BS), Applied Mathematics and Statistics, 3.9
SUNY Farmingdale 1997 — 1999
Associate of Science (AS), Computer Science, 3.9
SUNY Farmingdale 1997 — 1999
Associate's degree, Applied Mathematics, 3.9
Hal Reichardt Hal Reichardt's Wells Fargo Experience June 1981 - June 1986
Job Writer
Industry Writing and Editing
Experience
Sunset Athletic Club December 2013 - December 2014
Synopsys 1995 - 2012
U.S. Bank September 1989 - September 1994
Bechtel Corporation March 1988 - April 1989
Wells Fargo June 1981 - June 1986
Woodward-Clyde Consultants June 1979 - June 1981
Phone-A-Gram October 1977 - June 1979
Skills
Creative Writing, Technical Writing, Copy Editing, Technical Editing, Yoga, Editing, Software Documentation, Publishing, Books, Public Speaking, Content Development, Content Strategy, Blogging, Web Content, Press Releases, FrameMaker, Technical Communication, Copywriting, Proofreading, Content Management, Publications, Program Management, Social Media, Marketing Communications, White Papers, Public Relations, Social Networking, Creative Direction, Newsletters
Education
Stony Brook University 1974 — 1977
Bachelor of Arts (B.A.), English Language and Literature
UC Berkeley 1981 — 1985
Certificate in Business Data Processing, Computer Science
Institute for Children's Literature 1989 — 1991
Certificate, Writing for Children and Teenagers
Yahweh Yoga Teacher Training 2011 — 2011
Certified Christian Yoga Teacher & Registered Yoga Teacher, Christian Studies
willPower & grace 2013 — 2013
Level II willPower & grace Instructor, Health and Physical Education/Fitness
Sunset Athletic Club December 2013 - December 2014
Synopsys 1995 - 2012
U.S. Bank September 1989 - September 1994
Bechtel Corporation March 1988 - April 1989
Wells Fargo June 1981 - June 1986
Woodward-Clyde Consultants June 1979 - June 1981
Phone-A-Gram October 1977 - June 1979
Skills
Creative Writing, Technical Writing, Copy Editing, Technical Editing, Yoga, Editing, Software Documentation, Publishing, Books, Public Speaking, Content Development, Content Strategy, Blogging, Web Content, Press Releases, FrameMaker, Technical Communication, Copywriting, Proofreading, Content Management, Publications, Program Management, Social Media, Marketing Communications, White Papers, Public Relations, Social Networking, Creative Direction, Newsletters
Education
Stony Brook University 1974 — 1977
Bachelor of Arts (B.A.), English Language and Literature
UC Berkeley 1981 — 1985
Certificate in Business Data Processing, Computer Science
Institute for Children's Literature 1989 — 1991
Certificate, Writing for Children and Teenagers
Yahweh Yoga Teacher Training 2011 — 2011
Certified Christian Yoga Teacher & Registered Yoga Teacher, Christian Studies
willPower & grace 2013 — 2013
Level II willPower & grace Instructor, Health and Physical Education/Fitness
Jennifer Tindell's Wells Fargo Experience June 2015 - Present
Job Trust Administrator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
American Bar Association May 2013 - Present
Raymond James Financial, Inc. April 2015 - June 2015
BARBRI Inc. April 2013 - May 2015
Stetson University College of Law August 2012 - May 2015
Florida Bar Young Lawyers Division - Law Student Division August 2012 - May 2015
The Bank of Tampa October 2014 - April 2015
Stetson University College of Law May 2014 - October 2014
Wells Fargo June 2014 - August 2014
Gulfcoast Legal Services, Inc January 2014 - May 2014
Education
Stetson University College of Law 2012 — 2015
Juris Doctor with a Certificate of Concentration in Elder Law, Editor-In-Chief on the Journal of International Aging, Law & Policy
University of West Florida 2007 — 2010
Bachelor of Arts (B.A.), English Literature
Pace High School
Wells Fargo June 2015 - Present
American Bar Association May 2013 - Present
Raymond James Financial, Inc. April 2015 - June 2015
BARBRI Inc. April 2013 - May 2015
Stetson University College of Law August 2012 - May 2015
Florida Bar Young Lawyers Division - Law Student Division August 2012 - May 2015
The Bank of Tampa October 2014 - April 2015
Stetson University College of Law May 2014 - October 2014
Wells Fargo June 2014 - August 2014
Gulfcoast Legal Services, Inc January 2014 - May 2014
Education
Stetson University College of Law 2012 — 2015
Juris Doctor with a Certificate of Concentration in Elder Law, Editor-In-Chief on the Journal of International Aging, Law & Policy
University of West Florida 2007 — 2010
Bachelor of Arts (B.A.), English Literature
Pace High School
DEAVION MCCOY DEAVION MCCOY's Wells Fargo Experience June 2010 - December 2013
Job Staff Auditor at Cahaba GBA
Industry Financial Services
Experience
Cahaba GBA January 2014 - Present
Wells Fargo June 2010 - December 2013
Skills
Excellent Verbal and..., Great Customer Service..., General Office Skills, Computer Proficiency, Problem Solving, taxation and Finance, GAAP, Accounts Payable and..., Proactive self-starter, Customer Service, Loans, Cash Management
Education
Stillman College 2005 — 2010
Bachelor of Science (BS), Accounting
Cahaba GBA January 2014 - Present
Wells Fargo June 2010 - December 2013
Skills
Excellent Verbal and..., Great Customer Service..., General Office Skills, Computer Proficiency, Problem Solving, taxation and Finance, GAAP, Accounts Payable and..., Proactive self-starter, Customer Service, Loans, Cash Management
Education
Stillman College 2005 — 2010
Bachelor of Science (BS), Accounting
Christopher Lu's Wells Fargo Experience April 2014 - Present
Job Bank Teller at Wells Fargo
Industry Medical Practice
Experience
Wells Fargo April 2014 - Present
P.F. Chang's China Bistro November 2013 - January 2014
Applebee's June 2008 - January 2014
Stony Brook University January 2013 - May 2013
Zeta Beta Tau Fraternity January 2012 - May 2013
Stony Brook Skateboarding Club August 2009 - May 2013
Zeta Beta Tau Fraternity January 2012 - May 2012
Skills
Time Management, Interpersonal..., Microsoft Word, Microsoft Excel, PowerPoint, Final Cut Pro, iMovie, Apple Motion, Apple Compressor, Microsoft Office, Networking, OS X, Mac OS, iOS, Writing, Public Relations, Social Networking, Work Ethic, Internet, Facebook, Skateboarding, Gaming
Education
Stony Brook University 2008 — 2013
Biology
St. John The Baptist Diocesan High School 2004 — 2008
Advanced Regents With Honors Diploma, Magna Cum Laude
Wells Fargo April 2014 - Present
P.F. Chang's China Bistro November 2013 - January 2014
Applebee's June 2008 - January 2014
Stony Brook University January 2013 - May 2013
Zeta Beta Tau Fraternity January 2012 - May 2013
Stony Brook Skateboarding Club August 2009 - May 2013
Zeta Beta Tau Fraternity January 2012 - May 2012
Skills
Time Management, Interpersonal..., Microsoft Word, Microsoft Excel, PowerPoint, Final Cut Pro, iMovie, Apple Motion, Apple Compressor, Microsoft Office, Networking, OS X, Mac OS, iOS, Writing, Public Relations, Social Networking, Work Ethic, Internet, Facebook, Skateboarding, Gaming
Education
Stony Brook University 2008 — 2013
Biology
St. John The Baptist Diocesan High School 2004 — 2008
Advanced Regents With Honors Diploma, Magna Cum Laude
Erin Stickney-Vogel Erin Stickney-Vogel's Wells Fargo Experience January 2007 - January 2009
Job Sales Associate at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon April 2012 - Present
AutosDirect of Atlanta 2012 - 2013
A Duck's World Fountains, Inc. October 2003 - November 2011
Wells Fargo January 2007 - January 2009
Fifth Third Bank May 2002 - April 2004
First National Bank of Florida August 1999 - May 2002
Skills
Business Development, Finance, Marketing, Investments, Credit, Loans, Banking, Portfolio Management, Financial Services, Strategic Planning, Small Business, Mortgage Lending, New Business Development, Sales, Marketing Strategy
Education
University of Florida 1997 — 1999
Bachelor of Science (B.S.), Marketing
Stetson University 1995 — 1997
Associate's degree, Business Administration and Management, General
Barron Collier High School 1992 — 1995
BNY Mellon April 2012 - Present
AutosDirect of Atlanta 2012 - 2013
A Duck's World Fountains, Inc. October 2003 - November 2011
Wells Fargo January 2007 - January 2009
Fifth Third Bank May 2002 - April 2004
First National Bank of Florida August 1999 - May 2002
Skills
Business Development, Finance, Marketing, Investments, Credit, Loans, Banking, Portfolio Management, Financial Services, Strategic Planning, Small Business, Mortgage Lending, New Business Development, Sales, Marketing Strategy
Education
University of Florida 1997 — 1999
Bachelor of Science (B.S.), Marketing
Stetson University 1995 — 1997
Associate's degree, Business Administration and Management, General
Barron Collier High School 1992 — 1995
MICHAEL SCONGERELLA MICHAEL SCONGERELLA's Wells Fargo Experience July 2012 - November 2013
Job Independent Professional SelfProprietary Securities Trader
Industry Financial Services
Experience
Self-Employed November 2013 - Present
Wells Fargo July 2012 - November 2013
Self-Employed June 2009 - July 2012
Washington Mutual June 2004 - June 2009
Citi 2002 - 2003
THE BANK OF SMITHTOWN 2001 - 2002
WATERHOUSE SECURITIES/TD WATERHOUSE 1999 - 2001
Skills
Series 7, Series 63, Loan Origination, Commercial Lending, Retirement Planning, Mortgage Banking, Mutual Funds, Portfolio Management, Commercial Banking, Retail Banking, Strategic Financial..., Life & Health Insurance..., Financial Services
Education
Stony Brook University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management AND Economics
Self-Employed November 2013 - Present
Wells Fargo July 2012 - November 2013
Self-Employed June 2009 - July 2012
Washington Mutual June 2004 - June 2009
Citi 2002 - 2003
THE BANK OF SMITHTOWN 2001 - 2002
WATERHOUSE SECURITIES/TD WATERHOUSE 1999 - 2001
Skills
Series 7, Series 63, Loan Origination, Commercial Lending, Retirement Planning, Mortgage Banking, Mutual Funds, Portfolio Management, Commercial Banking, Retail Banking, Strategic Financial..., Life & Health Insurance..., Financial Services
Education
Stony Brook University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management AND Economics
Willis Franklin Willis Franklin's Wells Fargo Experience April 2011 - July 2012
Job Customer service Rep at Teleperformance
Industry Wireless
Experience
Teleperformance February 2013 - Present
wells fargo April 2011 - July 2012
Skills
Credit, Loans, Banking, Retail Banking, Business Strategy, Customer Satisfaction, Customer Retention, Customer Service, Sales Management, Sales, Sales Process, Time Management
Education
Stevens Henager College 2012 — 2014
Associate's degree, Business Administration and Management, General
Teleperformance February 2013 - Present
wells fargo April 2011 - July 2012
Skills
Credit, Loans, Banking, Retail Banking, Business Strategy, Customer Satisfaction, Customer Retention, Customer Service, Sales Management, Sales, Sales Process, Time Management
Education
Stevens Henager College 2012 — 2014
Associate's degree, Business Administration and Management, General
Sabatha Tirado Sabatha Tirado's Wells Fargo Experience April 2014 - Present
Job Business Management
Industry Management Consulting
Experience
Wells Fargo April 2014 - Present
European Wax Center 2011 - 2012
Family Residences and Essential Enterprises, Inc. April 2009 - January 2011
Dr. Tritel and Dr. Green Dental Office June 2007 - June 2009
Skills
Customer Service, Training, Recruiting, Microsoft Office, Employee Relations, Employee Training, Microsoft Word, Leadership Development, PowerPoint, Microsoft Excel, Organizational..., People Skills, Telephone Skills, Human Resources, Management, Marketing, Program Management, Sales, Leadership
Education
State University of New York at Stony Brook 2006 — 2009
Psychology
Wells Fargo April 2014 - Present
European Wax Center 2011 - 2012
Family Residences and Essential Enterprises, Inc. April 2009 - January 2011
Dr. Tritel and Dr. Green Dental Office June 2007 - June 2009
Skills
Customer Service, Training, Recruiting, Microsoft Office, Employee Relations, Employee Training, Microsoft Word, Leadership Development, PowerPoint, Microsoft Excel, Organizational..., People Skills, Telephone Skills, Human Resources, Management, Marketing, Program Management, Sales, Leadership
Education
State University of New York at Stony Brook 2006 — 2009
Psychology
Paul Senechko Paul Senechko's Wells Fargo Experience April 2002 - December 2004
Job Senior Engineering Lead at Trulia
Industry Internet
Experience
Trulia July 2015 - Present
Trulia August 2014 - July 2015
Timbuk2 March 2005 - August 2014
Chrome Industries May 2007 - February 2010
Alite Designs July 2009 - October 2009
GroundSignal July 2009 - October 2009
KEEN September 2007 - January 2008
Rofu Design January 2006 - December 2007
Pranamaya November 2004 - May 2006
Wells Fargo April 2002 - December 2004
Skills
Software Development, Java Enterprise Edition, Java, Spring, Hibernate, JavaScript, Tomcat, Linux, Amazon Web Services..., Cloud Computing, Subversion, Git, HTML 5, CSS3, XML, JSON, Web Services, SOAP, REST, OAuth, Awk, Shell Scripting, PHP, C++, Ruby, SQL, JBoss Application Server, Websphere, Jetty, Struts, Apache Tiles, Java AWT, Lucene, JUnit, Maven, Ant, Apache 2, PostgreSQL, MySQL, Oracle, Microsoft SQL Server, jQuery, Amazon EC2, Amazon CloudFront, Amazon S3, Heroku, Google Analytics, Demandware, Drupal
Education
Stevens Institute of Technology 1998 — 1999
Master's Degree, Engineering Management
Stevens Institute of Technology 1994 — 1999
Bachelor's Degree, Computer Science
Trulia July 2015 - Present
Trulia August 2014 - July 2015
Timbuk2 March 2005 - August 2014
Chrome Industries May 2007 - February 2010
Alite Designs July 2009 - October 2009
GroundSignal July 2009 - October 2009
KEEN September 2007 - January 2008
Rofu Design January 2006 - December 2007
Pranamaya November 2004 - May 2006
Wells Fargo April 2002 - December 2004
Skills
Software Development, Java Enterprise Edition, Java, Spring, Hibernate, JavaScript, Tomcat, Linux, Amazon Web Services..., Cloud Computing, Subversion, Git, HTML 5, CSS3, XML, JSON, Web Services, SOAP, REST, OAuth, Awk, Shell Scripting, PHP, C++, Ruby, SQL, JBoss Application Server, Websphere, Jetty, Struts, Apache Tiles, Java AWT, Lucene, JUnit, Maven, Ant, Apache 2, PostgreSQL, MySQL, Oracle, Microsoft SQL Server, jQuery, Amazon EC2, Amazon CloudFront, Amazon S3, Heroku, Google Analytics, Demandware, Drupal
Education
Stevens Institute of Technology 1998 — 1999
Master's Degree, Engineering Management
Stevens Institute of Technology 1994 — 1999
Bachelor's Degree, Computer Science
Delower Jahan Delower Jahan's Wells Fargo Experience February 2013 - March 2014
Job Senior QA Analyst at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions April 2014 - Present
Wells Fargo February 2013 - March 2014
M3 USA May 2011 - January 2013
U.S. Department of Education February 2009 - January 2011
Capital One March 2007 - January 2009
Education
Stony Brook University 2004 — 2008
Bachelor of Science, Computer Science (CSE)
Stony Brook University 2004 — 2008
Bachelor of Science (BS)
Broadridge Financial Solutions April 2014 - Present
Wells Fargo February 2013 - March 2014
M3 USA May 2011 - January 2013
U.S. Department of Education February 2009 - January 2011
Capital One March 2007 - January 2009
Education
Stony Brook University 2004 — 2008
Bachelor of Science, Computer Science (CSE)
Stony Brook University 2004 — 2008
Bachelor of Science (BS)
Jenna Messer's Wells Fargo Experience January 2009 - June 2012
Job Senior Banker at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank July 2012 - Present
Wells Fargo January 2009 - June 2012
Wachovia October 2007 - January 2009
EXPRESS May 2007 - May 2008
Skills
BANKING, FINANCE,...
Education
Stetson University
Business Administration and Management, General
BMO Harris Bank July 2012 - Present
Wells Fargo January 2009 - June 2012
Wachovia October 2007 - January 2009
EXPRESS May 2007 - May 2008
Skills
BANKING, FINANCE,...
Education
Stetson University
Business Administration and Management, General
Barry Axelrad Barry Axelrad's Wells Fargo Experience April 2010 - October 2011
Job Sr. Project Manager at Diversified Service Options (DSO)
Industry Information Technology and Services
Experience
Diversified Service Options September 2014 - Present
Incepture/Florida Blue November 2013 - September 2014
Incepture/Florida Blue May 2013 - November 2013
Dignity Health July 2012 - May 2013
Tri-Analytics May 2010 - April 2013
Wells Fargo Home Mortgage October 2011 - June 2012
Wells Fargo April 2010 - October 2011
Enterprise Integration April 2009 - May 2010
CAA Soccer 1998 - 2010
Blue Cross Blue Shield of Florida November 2007 - August 2009
Skills
PMP, SDLC, Process Improvement, Project Management, Program Management, Change Management, Team Building, Visio, Leadership, Requirements Analysis, Software Documentation, Strategic Planning, Project Planning, ITIL v3 Foundations..., Financial Services, Healthcare Information..., Information Technology, Business Process..., Requirements Gathering, Business Intelligence, MS Project, Data Warehousing, Quality Assurance, Service Delivery, ITIL, SQL, Project Delivery, PMO, Testing, Management, COBOL, Release Management, Quality Center, Data Center, CRM, Business Process, Systems Analysis
Education
Richard Stockton College of New Jersey 1986 — 1990
Bachelor of Arts (BA), Business Administration and Management, General
Matawan Regional High School 1983 — 1986
Diversified Service Options September 2014 - Present
Incepture/Florida Blue November 2013 - September 2014
Incepture/Florida Blue May 2013 - November 2013
Dignity Health July 2012 - May 2013
Tri-Analytics May 2010 - April 2013
Wells Fargo Home Mortgage October 2011 - June 2012
Wells Fargo April 2010 - October 2011
Enterprise Integration April 2009 - May 2010
CAA Soccer 1998 - 2010
Blue Cross Blue Shield of Florida November 2007 - August 2009
Skills
PMP, SDLC, Process Improvement, Project Management, Program Management, Change Management, Team Building, Visio, Leadership, Requirements Analysis, Software Documentation, Strategic Planning, Project Planning, ITIL v3 Foundations..., Financial Services, Healthcare Information..., Information Technology, Business Process..., Requirements Gathering, Business Intelligence, MS Project, Data Warehousing, Quality Assurance, Service Delivery, ITIL, SQL, Project Delivery, PMO, Testing, Management, COBOL, Release Management, Quality Center, Data Center, CRM, Business Process, Systems Analysis
Education
Richard Stockton College of New Jersey 1986 — 1990
Bachelor of Arts (BA), Business Administration and Management, General
Matawan Regional High School 1983 — 1986
Douglas Bridges Douglas Bridges's Wells Fargo Experience 1998 - 1999
Job Sr. Application Development Manager at Citi
Industry Financial Services
Experience
Citi April 2000 - Present
Compuware June 1998 - April 2000
Wells Fargo 1998 - 1999
Wells Fargo 1998 - 1999
M&T Bank May 1994 - June 1998
Skills
COBOL, CICS, MVS/ESA, TSO, ISPF, VSAM, Easytrieve, NDM, VisionPLUS, JCL, SDLC, Mainframe, Requirements Gathering, DB2, Requirements Analysis
Education
Stevenson University
BS, Computer Programming
Citi April 2000 - Present
Compuware June 1998 - April 2000
Wells Fargo 1998 - 1999
Wells Fargo 1998 - 1999
M&T Bank May 1994 - June 1998
Skills
COBOL, CICS, MVS/ESA, TSO, ISPF, VSAM, Easytrieve, NDM, VisionPLUS, JCL, SDLC, Mainframe, Requirements Gathering, DB2, Requirements Analysis
Education
Stevenson University
BS, Computer Programming
Ekta Manglani's Wells Fargo Experience April 2013 - Present
Job Customer Service
Industry Retail
Experience
Wells Fargo April 2013 - Present
Broadway Jewelers January 2012 - October 2013
Starbucks June 2007 - October 2013
Bakers Footwear Group March 2006 - June 2007
Skills
Customer Service, Marketing, Sales, Advertising, Training, Marketing Strategy, Customer Satisfaction, Leadership, Managing Finances, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Strategy
Education
Richard Stockton College of New Jersey 2007 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Wells Fargo April 2013 - Present
Broadway Jewelers January 2012 - October 2013
Starbucks June 2007 - October 2013
Bakers Footwear Group March 2006 - June 2007
Skills
Customer Service, Marketing, Sales, Advertising, Training, Marketing Strategy, Customer Satisfaction, Leadership, Managing Finances, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Strategy
Education
Richard Stockton College of New Jersey 2007 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Beatriz Vicens's Wells Fargo Experience August 2012 - May 2013
Job Legal Specialty Group Private Banking Associate at Wells Fargo
Industry Financial Services
Experience
The Private Bank - Wells Fargo June 2013 - Present
Wells Fargo August 2012 - May 2013
Wells Fargo February 2012 - August 2012
Wells Fargo September 2011 - February 2012
Bose Corporation August 2009 - September 2011
Stetson University August 2006 - May 2009
Skills
Sales, Management, Customer Service, Retail Banking, Events Coordination, Presentations, Public Speaking, General Administrative..., Client Prospecting, Leadership, Notary Public, Team Building, Social Media, Marketing, Salesforce.com, Team Leadership, Training, Account Management, Event Planning, Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Social Networking, Time Management
Education
Stetson University 2006 — 2009
Valencia Community College
Finance
The Private Bank - Wells Fargo June 2013 - Present
Wells Fargo August 2012 - May 2013
Wells Fargo February 2012 - August 2012
Wells Fargo September 2011 - February 2012
Bose Corporation August 2009 - September 2011
Stetson University August 2006 - May 2009
Skills
Sales, Management, Customer Service, Retail Banking, Events Coordination, Presentations, Public Speaking, General Administrative..., Client Prospecting, Leadership, Notary Public, Team Building, Social Media, Marketing, Salesforce.com, Team Leadership, Training, Account Management, Event Planning, Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Social Networking, Time Management
Education
Stetson University 2006 — 2009
Valencia Community College
Finance
Gerry Colman Gerry Colman's Wells Fargo Experience April 2007 - July 2012
Job Sales Support Specialist at United Retirement Plan Consultants and Part Time Millwork Specialist at Home Depot
Industry Banking
Experience
United Retirement Plan Consultants December 2013 - Present
The Home Depot March 1993 - Present
SunTrust Bank January 2013 - October 2013
Wells Fargo April 2007 - July 2012
Smith Barney 2006 - 2007
Legg Mason 1998 - 2006
Skills
Structured Finance, Mutual Funds Research..., Separately Managed..., Rental and Leasing..., Steel Fabrication Yard..., Manager Bridging ..., Money Mangement Research, Mutual Funds, Portfolio Management, Fixed Income, Asset Allocation, Securities, Financial Services, Banking, Bonds, Trading, Valuation, Derivatives, Financial Advisory, Wealth Management, Finance
Education
Stevens Institute of Technology
Bachelor of Science (BS)
United Retirement Plan Consultants December 2013 - Present
The Home Depot March 1993 - Present
SunTrust Bank January 2013 - October 2013
Wells Fargo April 2007 - July 2012
Smith Barney 2006 - 2007
Legg Mason 1998 - 2006
Skills
Structured Finance, Mutual Funds Research..., Separately Managed..., Rental and Leasing..., Steel Fabrication Yard..., Manager Bridging ..., Money Mangement Research, Mutual Funds, Portfolio Management, Fixed Income, Asset Allocation, Securities, Financial Services, Banking, Bonds, Trading, Valuation, Derivatives, Financial Advisory, Wealth Management, Finance
Education
Stevens Institute of Technology
Bachelor of Science (BS)
Craig Plotkin Craig Plotkin's Wells Fargo Experience May 2012 - Present
Job IT Project Manager and Financial Controller
Industry Banking
Experience
Wells Fargo May 2012 - Present
Societe Generale 2009 - 2011
Societe Generale 2005 - 2009
Societe Generale 2001 - 2004
BankAustria 2000 - 2001
Computer Sciences Corporation 1994 - 1999
AGS Information Services 1986 - 1994
Skills
Project Management, ITIL, Business Analysis, Budgets, Visio, Quality Center, Essbase, Budgeting, HP Quality Center, HP Project and..., RapidSQL, Filezilla, User Acceptance Testing
Education
New York University - Leonard N. Stern School of Business
MBA, Computer Applications
State University of New York at Stony Brook
BS, Computer Science, Economics
Wells Fargo May 2012 - Present
Societe Generale 2009 - 2011
Societe Generale 2005 - 2009
Societe Generale 2001 - 2004
BankAustria 2000 - 2001
Computer Sciences Corporation 1994 - 1999
AGS Information Services 1986 - 1994
Skills
Project Management, ITIL, Business Analysis, Budgets, Visio, Quality Center, Essbase, Budgeting, HP Quality Center, HP Project and..., RapidSQL, Filezilla, User Acceptance Testing
Education
New York University - Leonard N. Stern School of Business
MBA, Computer Applications
State University of New York at Stony Brook
BS, Computer Science, Economics
Elia Reppas Elia Reppas's Wells Fargo Experience February 2007 - July 2014
Job Registered Client Associate
Industry Financial Services
Experience
Raymond James, Raymond James Financial Services, Inc. Member FINRA/SIPC June 2015 - Present
Wells Fargo February 2007 - July 2014
MBNA/Bank of America November 1993 - February 2006
Skills
Loans, Series 63, Credit, Loan Origination, Mortgage Lending, Consumer Lending, Credit Analysis, Wealth Management, Retirement Planning, Refinance, Series 6, Retirement, Cross Selling, Relationship Management, IRAs, FINRA, Lines Of Credit, Banking, Underwriting, Retail Banking, Financial Services, Fixed Annuities, Building Relationships, Creative Problem Solving, Finance, Financial Risk, Small Business Lending, Credit Cards, Mortgage Banking, Deposits, Home Equity Loans, Private Banking, SBA, Loan Servicing, Home Equity, Notary Public, 401k Rollovers, High Net Worth..., 401k, Variable Annuities, Investments, Commercial Lending, Residential Mortgages, Mutual Funds, Roth IRA, College Savings Plans, Commercial Banking, Home Equity Lines of..., Securities, Customer Satisfaction
Education
Stevenson University
bachelor of Liberal Arts Pre Law, Pre-Law Studies/Paralegal
Stevenson University
Bachelor of Arts (B.A.), Pre-Law Studies
Raymond James, Raymond James Financial Services, Inc. Member FINRA/SIPC June 2015 - Present
Wells Fargo February 2007 - July 2014
MBNA/Bank of America November 1993 - February 2006
Skills
Loans, Series 63, Credit, Loan Origination, Mortgage Lending, Consumer Lending, Credit Analysis, Wealth Management, Retirement Planning, Refinance, Series 6, Retirement, Cross Selling, Relationship Management, IRAs, FINRA, Lines Of Credit, Banking, Underwriting, Retail Banking, Financial Services, Fixed Annuities, Building Relationships, Creative Problem Solving, Finance, Financial Risk, Small Business Lending, Credit Cards, Mortgage Banking, Deposits, Home Equity Loans, Private Banking, SBA, Loan Servicing, Home Equity, Notary Public, 401k Rollovers, High Net Worth..., 401k, Variable Annuities, Investments, Commercial Lending, Residential Mortgages, Mutual Funds, Roth IRA, College Savings Plans, Commercial Banking, Home Equity Lines of..., Securities, Customer Satisfaction
Education
Stevenson University
bachelor of Liberal Arts Pre Law, Pre-Law Studies/Paralegal
Stevenson University
Bachelor of Arts (B.A.), Pre-Law Studies
James Franzese, MBA's Wells Fargo Experience August 2013 - Present
Job Regional Bank Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2013 - Present
BMO Harris Bank February 2013 - August 2013
Regions Bank March 2012 - February 2013
5/3rd Bank November 2010 - March 2012
Regions Bank January 2004 - November 2010
Bank of America January 2000 - January 2004
Skills
Commercial Credit, Lines Of Credit, Commercial Banking, Credit, Banking, Customer Relations, Team Building, Coaching, Value Added Analysis, Business Strategy, New Business Development, Customer Service, Small Business Lending, Commercial Lending, Loans, Wealth Management, Consumer Lending, Commercial Mortgages, Retail Banking, Credit Analysis, Branch Management, Risk Management, Branch Operation, Mergers & Acquisitions, Cross Selling, Financial Services, Relationship Management, Loan Origination, Investments, Mortgage Lending, Branch Banking, SBA, Underwriting, Credit Risk, Finance, Treasury Management, Mortgage Banking, Deposits, Asset Based Lending, Treasury Services, Cash Management
Education
Stetson University 1994 — 1996
Master of Business Administration (MBA), finance
Stetson University 1990 — 1994
Bachelor of Arts (BA), Investment Finance
UCF
Wells Fargo August 2013 - Present
BMO Harris Bank February 2013 - August 2013
Regions Bank March 2012 - February 2013
5/3rd Bank November 2010 - March 2012
Regions Bank January 2004 - November 2010
Bank of America January 2000 - January 2004
Skills
Commercial Credit, Lines Of Credit, Commercial Banking, Credit, Banking, Customer Relations, Team Building, Coaching, Value Added Analysis, Business Strategy, New Business Development, Customer Service, Small Business Lending, Commercial Lending, Loans, Wealth Management, Consumer Lending, Commercial Mortgages, Retail Banking, Credit Analysis, Branch Management, Risk Management, Branch Operation, Mergers & Acquisitions, Cross Selling, Financial Services, Relationship Management, Loan Origination, Investments, Mortgage Lending, Branch Banking, SBA, Underwriting, Credit Risk, Finance, Treasury Management, Mortgage Banking, Deposits, Asset Based Lending, Treasury Services, Cash Management
Education
Stetson University 1994 — 1996
Master of Business Administration (MBA), finance
Stetson University 1990 — 1994
Bachelor of Arts (BA), Investment Finance
UCF
Carl Roeder Carl Roeder's Wells Fargo Experience April 2009 - November 2014
Job Senior Vice President at BB&T
Industry Banking
Experience
BB&T December 2014 - Present
Wells Fargo April 2009 - November 2014
Wells Fargo April 2002 - March 2009
Wachovia Bank July 1998 - March 2002
Barnett Bank January 1986 - July 1998
Skills
Commercial Lending, Commercial Mortgages, Portfolio Management, Loans, Real Estate, Credit Analysis, Loan Origination, Credit, Commercial Banking, Banking, Underwriting, Mortgage Lending, Real Estate Financing, Construction Loans, Credit Risk, Leadership, Financial Structuring
Education
Stetson University 1984 — 1986
MBA, Business
The Ohio State University - The Max M. Fisher College of Business 1980 — 1984
BS, Business Finance
Upper Arlington 1976 — 1980
BB&T December 2014 - Present
Wells Fargo April 2009 - November 2014
Wells Fargo April 2002 - March 2009
Wachovia Bank July 1998 - March 2002
Barnett Bank January 1986 - July 1998
Skills
Commercial Lending, Commercial Mortgages, Portfolio Management, Loans, Real Estate, Credit Analysis, Loan Origination, Credit, Commercial Banking, Banking, Underwriting, Mortgage Lending, Real Estate Financing, Construction Loans, Credit Risk, Leadership, Financial Structuring
Education
Stetson University 1984 — 1986
MBA, Business
The Ohio State University - The Max M. Fisher College of Business 1980 — 1984
BS, Business Finance
Upper Arlington 1976 — 1980
Rumit Patel (PMP®) Rumit Patel (PMP®)'s Wells Fargo Experience May 2013 - December 2013
Job Quality Assurance Engineer at Amazon Lab126
Industry Information Technology and Services
Experience
Amazon Lab126 May 2015 - Present
InfoStretch Corporation June 2014 - May 2015
InfoStretch Corporation May 2013 - May 2015
Basis, an Intel company August 2014 - March 2015
Amazon Lab126 December 2013 - May 2014
InfoStretch May 2013 - May 2014
Wells Fargo May 2013 - December 2013
InfoStretch Corporation March 2013 - April 2013
ConvergEx Group (BNY Mellon Company) June 2012 - August 2012
Infosys July 2009 - July 2011
Skills
SDLC, Selenium, TestRail, Appium, Data Warehousing, PMP, ASP.NET, Business Analysis, JavaScript, ITIL, Databases, Project Management, Requirements Analysis, Business Requirements, SAS, Data Management, Strategic Planning, Java, Business Process..., HTML, Statistical Data..., Data Mining, Change Management, Business Process..., Open Source Software, Data Analysis, uiautomator, Android SDK, Android Development, HTML 5, CSS3, jQuery, jQuery Mobile, PhoneGap, Cordova, Atlassian JIRA, Process Consulting, Process Re-engineering, Management Consulting, Drupal, R, OSS, BSS, Business Intelligence, Multivariate Statistics, JIRA
Education
Stevens Institute of Technology 2011 — 2012
Master of Science (M.S.), Management Information Systems, 3.8
Nirma University 2003 — 2007
B.Tech, Instrumentation And Control
Amazon Lab126 May 2015 - Present
InfoStretch Corporation June 2014 - May 2015
InfoStretch Corporation May 2013 - May 2015
Basis, an Intel company August 2014 - March 2015
Amazon Lab126 December 2013 - May 2014
InfoStretch May 2013 - May 2014
Wells Fargo May 2013 - December 2013
InfoStretch Corporation March 2013 - April 2013
ConvergEx Group (BNY Mellon Company) June 2012 - August 2012
Infosys July 2009 - July 2011
Skills
SDLC, Selenium, TestRail, Appium, Data Warehousing, PMP, ASP.NET, Business Analysis, JavaScript, ITIL, Databases, Project Management, Requirements Analysis, Business Requirements, SAS, Data Management, Strategic Planning, Java, Business Process..., HTML, Statistical Data..., Data Mining, Change Management, Business Process..., Open Source Software, Data Analysis, uiautomator, Android SDK, Android Development, HTML 5, CSS3, jQuery, jQuery Mobile, PhoneGap, Cordova, Atlassian JIRA, Process Consulting, Process Re-engineering, Management Consulting, Drupal, R, OSS, BSS, Business Intelligence, Multivariate Statistics, JIRA
Education
Stevens Institute of Technology 2011 — 2012
Master of Science (M.S.), Management Information Systems, 3.8
Nirma University 2003 — 2007
B.Tech, Instrumentation And Control
Jessica Demastus Jessica Demastus's Wells Fargo Experience July 2004 - April 2012
Job Project Manager, Vertex Teller at Jack Henry & Associates
Industry Information Technology and Services
Experience
Jack Henry & Associates May 2012 - Present
Wells Fargo July 2004 - April 2012
Wells Fargo February 2003 - July 2004
Wells Fargo May 2002 - February 2003
Wells Fargo February 2001 - May 2002
Skills
Data Analysis, Project Implementation, Process Improvement, Business Analysis, Customer Relations, Analysis, Business Process..., Customer Service, Project Planning, Management, Business Process, Solution Implementation, Research, Banking, Finance, Microsoft Office, Sales, Six Sigma, Software Documentation, Microsoft Excel, Project Management
Education
Stephens College 1991 — 1995
B.S., Equine Science, Marketing, Liberal Arts
Jack Henry & Associates May 2012 - Present
Wells Fargo July 2004 - April 2012
Wells Fargo February 2003 - July 2004
Wells Fargo May 2002 - February 2003
Wells Fargo February 2001 - May 2002
Skills
Data Analysis, Project Implementation, Process Improvement, Business Analysis, Customer Relations, Analysis, Business Process..., Customer Service, Project Planning, Management, Business Process, Solution Implementation, Research, Banking, Finance, Microsoft Office, Sales, Six Sigma, Software Documentation, Microsoft Excel, Project Management
Education
Stephens College 1991 — 1995
B.S., Equine Science, Marketing, Liberal Arts
Damon Ralph Damon Ralph's Wells Fargo Experience August 2011 - Present
Job Senior Business Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2011 - Present
Capital One September 2008 - August 2011
TD Bank Group January 2003 - September 2008
Skills
Banking, Small Business Lending, Small Business, Loans, Credit, New Business Development, Lines Of Credit, Commercial Lending, Commercial Banking, Business Development, Credit Analysis, Commercial Mortgages, Financial Analysis, Brazilian Jiu-Jitsu, Asset Based Lending, Mortgage Lending, Relationship Management, SBA, Treasury Management, Cash Management, Merchant Services, Portfolio Management, Leadership, Financial Services, Loan Origination, Cross Selling, Credit Risk, Management, Mortgage Banking
Education
State University of New York at Stony Brook 1996 — 1999
BS, Political Science
Wells Fargo August 2011 - Present
Capital One September 2008 - August 2011
TD Bank Group January 2003 - September 2008
Skills
Banking, Small Business Lending, Small Business, Loans, Credit, New Business Development, Lines Of Credit, Commercial Lending, Commercial Banking, Business Development, Credit Analysis, Commercial Mortgages, Financial Analysis, Brazilian Jiu-Jitsu, Asset Based Lending, Mortgage Lending, Relationship Management, SBA, Treasury Management, Cash Management, Merchant Services, Portfolio Management, Leadership, Financial Services, Loan Origination, Cross Selling, Credit Risk, Management, Mortgage Banking
Education
State University of New York at Stony Brook 1996 — 1999
BS, Political Science
seth jaffe seth jaffe's Wells Fargo Experience May 2010 - October 2010
Job Business and Technology Applications Specialist at NC Department of Health and Human Services
Industry Computer Software
Experience
NC Department of Health and Human Services December 2014 - Present
Travel Management Partners September 2014 - December 2014
Viztek LLC January 2014 - July 2014
SmartIT November 2013 - January 2014
NCDA & CS November 2012 - October 2013
URG Corporation October 2012 - November 2012
U.S. Tobacco Cooperative April 2012 - October 2012
BB&T January 2011 - May 2012
Quarterline Consulting Services November 2010 - February 2012
Wells Fargo May 2010 - October 2010
Skills
Visual Basic, SQL, XML, ADO, Unix, C#, ASP.NET, SSRS, Web Services, Software Development, Microsoft SQL Server, Visual Studio, .NET, SDLC, Databases, Oracle
Education
Grumman Data Systems Institute
Diploma, Computer Programming
Stony Brook University 1981 — 1985
Bachelor of Engineering, Engineering Science
CTG Corporate Education
Structured Systems Analysis
NC DOT Training Education
Wake Technical Community College
NC Department of Health and Human Services December 2014 - Present
Travel Management Partners September 2014 - December 2014
Viztek LLC January 2014 - July 2014
SmartIT November 2013 - January 2014
NCDA & CS November 2012 - October 2013
URG Corporation October 2012 - November 2012
U.S. Tobacco Cooperative April 2012 - October 2012
BB&T January 2011 - May 2012
Quarterline Consulting Services November 2010 - February 2012
Wells Fargo May 2010 - October 2010
Skills
Visual Basic, SQL, XML, ADO, Unix, C#, ASP.NET, SSRS, Web Services, Software Development, Microsoft SQL Server, Visual Studio, .NET, SDLC, Databases, Oracle
Education
Grumman Data Systems Institute
Diploma, Computer Programming
Stony Brook University 1981 — 1985
Bachelor of Engineering, Engineering Science
CTG Corporate Education
Structured Systems Analysis
NC DOT Training Education
Wake Technical Community College
Alan Kreit Alan Kreit's Wells Fargo Experience August 2007 - March 2012
Job Private Mortgage Banker, Wells Fargo Home Mortgage NMLSR 690784
Industry Banking
Experience
Wells Fargo Home Mortgage June 2015 - Present
Citi March 2012 - June 2015
Wells Fargo August 2007 - March 2012
Washington Mutual Home Loans June 2001 - August 2007
Dime Savings Bank of New York November 1997 - May 2001
Home Savings of America June 1995 - November 1997
Concord Hotel 1978 - 1983
Skills
Investment Properties, First Time Home Buyers, Mortgage Lending, Loans, Condos, Real Estate, FHA, Mortgage Banking, Refinance, Residential Mortgages, FHA financing, Real Estate Economics, Underwriting, Loan Origination, Customer Service, Finance, Financial Analysis, Residential Homes, Real Estate Financing, Real Estate Transactions, Mortgage Marketing, Strategic Financial..., Foreclosures
Education
Stony Brook University 1978 — 1983
BA, Psychology
Wells Fargo Home Mortgage June 2015 - Present
Citi March 2012 - June 2015
Wells Fargo August 2007 - March 2012
Washington Mutual Home Loans June 2001 - August 2007
Dime Savings Bank of New York November 1997 - May 2001
Home Savings of America June 1995 - November 1997
Concord Hotel 1978 - 1983
Skills
Investment Properties, First Time Home Buyers, Mortgage Lending, Loans, Condos, Real Estate, FHA, Mortgage Banking, Refinance, Residential Mortgages, FHA financing, Real Estate Economics, Underwriting, Loan Origination, Customer Service, Finance, Financial Analysis, Residential Homes, Real Estate Financing, Real Estate Transactions, Mortgage Marketing, Strategic Financial..., Foreclosures
Education
Stony Brook University 1978 — 1983
BA, Psychology
Robert McLaren Robert McLaren's Wells Fargo Experience May 2011 - August 2011
Job Candidate for Juris Doctor
Industry Law Practice
Experience
Stetson University College of Law August 2014 - Present
Bay Area Legal Services 2015 - 2015
Bay Area Legal Services 2015 - 2015
Bay Area Legal Services 2015 - 2015
North American Breweries, Inc. May 2014 - August 2014
Florida Fund for Minority Teachers January 2013 - May 2013
Florida Alternative Breaks May 2012 - May 2013
Alpha PRoductions August 2011 - May 2013
Wells Fargo May 2011 - August 2011
Wachovia Bank May 2010 - August 2010
Skills
Legal Research, Legal Writing, Legal Documents, Family Law Forms, Marketing Strategy, Social Media Marketing, Facebook, Concept Design, Press Releases, Individualization, Maximizer, AP Style, Hootsuite, Tumblr, Microsoft Office, Public Interest..., Conceptualization, Advocacy, Empathy, Ideation, Positivity, Adaptability, iMovie
Education
Stetson University College of Law 2014 — 2017
Juris Doctor, Law
University of Florida 2009 — 2013
Bachelor of Science (B.S.), Public Relations
Stetson University College of Law August 2014 - Present
Bay Area Legal Services 2015 - 2015
Bay Area Legal Services 2015 - 2015
Bay Area Legal Services 2015 - 2015
North American Breweries, Inc. May 2014 - August 2014
Florida Fund for Minority Teachers January 2013 - May 2013
Florida Alternative Breaks May 2012 - May 2013
Alpha PRoductions August 2011 - May 2013
Wells Fargo May 2011 - August 2011
Wachovia Bank May 2010 - August 2010
Skills
Legal Research, Legal Writing, Legal Documents, Family Law Forms, Marketing Strategy, Social Media Marketing, Facebook, Concept Design, Press Releases, Individualization, Maximizer, AP Style, Hootsuite, Tumblr, Microsoft Office, Public Interest..., Conceptualization, Advocacy, Empathy, Ideation, Positivity, Adaptability, iMovie
Education
Stetson University College of Law 2014 — 2017
Juris Doctor, Law
University of Florida 2009 — 2013
Bachelor of Science (B.S.), Public Relations
Alan Lepinsky Alan Lepinsky's Wells Fargo Experience June 2012 - July 2013
Job Pension Analyst at 1199 SEIU
Industry Financial Services
Experience
1199SEIU September 2014 - Present
Wells Fargo June 2012 - July 2013
Affordable Financial Services September 2010 - May 2011
Skills
Finance, Loans, Investments, Credit Analysis, Financial Analysis, Defined Benefit, Sales, Credit, Banking, Refinance, Relationship Management, Mortgage Lending, Business Development, Lending Solutions, Commercial Banking, Portfolio Management, Corporate Finance, Home Equity Lines of..., Wire Transfers, Student Loans, Management, Financial Modeling, Auto Refinance, Credit Restoration, Business Banking
Education
State University of New York at Stony Brook 2007 — 2011
Bachelors, Applied Mathematics & Statistics
n/a
Applied Mathematics & Statistics
1199SEIU September 2014 - Present
Wells Fargo June 2012 - July 2013
Affordable Financial Services September 2010 - May 2011
Skills
Finance, Loans, Investments, Credit Analysis, Financial Analysis, Defined Benefit, Sales, Credit, Banking, Refinance, Relationship Management, Mortgage Lending, Business Development, Lending Solutions, Commercial Banking, Portfolio Management, Corporate Finance, Home Equity Lines of..., Wire Transfers, Student Loans, Management, Financial Modeling, Auto Refinance, Credit Restoration, Business Banking
Education
State University of New York at Stony Brook 2007 — 2011
Bachelors, Applied Mathematics & Statistics
n/a
Applied Mathematics & Statistics
Amelia Hartman's Wells Fargo Experience May 2014 - August 2014
Job Graduate Student at University of South Carolina
Industry Mental Health Care
Experience
Center for Disability Resources- South Carolina School of Medicine January 2015 - Present
South Carolina Developmental Disabilities Council September 2014 - December 2014
Wells Fargo May 2014 - August 2014
Year Round Brown Tanning Salon April 2011 - August 2012
Walmart February 2010 - January 2011
Southwest Star Concept High School September 2007 - December 2008
Shopko June 2007 - March 2008
Skills
Stata, Microsoft Office, Microsoft Word, Customer Service, Legal Research, Leadership, Sales, Photoshop, PowerPoint, Public Speaking, Research, Teamwork, Writing, Smart Tan Certified, Event Planning, Outlook, Time Management, Social Media, Facebook, Social Networking
Education
University of South Carolina 2014 — 2016
Master of Social Work (MSW)
The University of South Dakota 2011 — 2014
Bachelor of Arts (B.A.), Criminal Justice Studies
Stephens College 2009 — 2010
General Education Studies
Center for Disability Resources- South Carolina School of Medicine January 2015 - Present
South Carolina Developmental Disabilities Council September 2014 - December 2014
Wells Fargo May 2014 - August 2014
Year Round Brown Tanning Salon April 2011 - August 2012
Walmart February 2010 - January 2011
Southwest Star Concept High School September 2007 - December 2008
Shopko June 2007 - March 2008
Skills
Stata, Microsoft Office, Microsoft Word, Customer Service, Legal Research, Leadership, Sales, Photoshop, PowerPoint, Public Speaking, Research, Teamwork, Writing, Smart Tan Certified, Event Planning, Outlook, Time Management, Social Media, Facebook, Social Networking
Education
University of South Carolina 2014 — 2016
Master of Social Work (MSW)
The University of South Dakota 2011 — 2014
Bachelor of Arts (B.A.), Criminal Justice Studies
Stephens College 2009 — 2010
General Education Studies
Mike Timo Mike Timo's Wells Fargo Experience December 1993 - June 1995
Job On Sabbatical!
Industry Computer Software
Experience
Places Near and Far... April 2011 - Present
Xtime, Inc. January 2006 - April 2011
San Rafael High School August 2003 - June 2005
US Peace Corps -- Nepal August 2000 - November 2002
Enterprise Engines, Inc. April 1998 - April 1999
various companies March 1996 - April 1998
Wells Fargo December 1993 - June 1995
IBM January 1981 - May 1992
Skills
Software Development, Technical Writing, Program Management, Product Management, Integration, Software Documentation, Testing, Leadership, CRM, Cross-functional Team..., Project Management, Software Project..., Web Services, Strategising, Management, Process Improvement, Unix, Mobile Applications, Requirements Analysis, SaaS, Strategic Planning, Tactical Planning
Education
Stony Brook University 1979 — 1980
M.S.
University at Albany, SUNY 1975 — 1979
B.S.
Places Near and Far... April 2011 - Present
Xtime, Inc. January 2006 - April 2011
San Rafael High School August 2003 - June 2005
US Peace Corps -- Nepal August 2000 - November 2002
Enterprise Engines, Inc. April 1998 - April 1999
various companies March 1996 - April 1998
Wells Fargo December 1993 - June 1995
IBM January 1981 - May 1992
Skills
Software Development, Technical Writing, Program Management, Product Management, Integration, Software Documentation, Testing, Leadership, CRM, Cross-functional Team..., Project Management, Software Project..., Web Services, Strategising, Management, Process Improvement, Unix, Mobile Applications, Requirements Analysis, SaaS, Strategic Planning, Tactical Planning
Education
Stony Brook University 1979 — 1980
M.S.
University at Albany, SUNY 1975 — 1979
B.S.
Julie Mealo Julie Mealo's Wells Fargo Experience September 1994 - Present
Job Sales Manager Wells Fargo NMLSR ID 493468
Industry Financial Services
Experience
Wells Fargo September 1994 - Present
Wells Fargo Home Mortgage 1994 - 2015
Meridian Bank 1988 - 1994
Skills
Mortgage, Loans, Mortgage Banking, Condos, Customer Relations, Closings, Mortgage Lending, FHA, Conventional, Purchase, Refinance, Mortgage Industry, Investment Properties, Investments, Government Loans, Customer Service, Real Estate, Underwriting, Credit, Sellers, VA loans, Residential Homes, Banking, Vacation Homes, Certified Mortgage..., Construction Loans, Selling, Loan Origination, Residential Mortgages, Short Sales, Mortgage Marketing, Commercial Mortgages, FHA financing, First Time Home Buyers, New Home Sales, Investors, Real Estate Financing, USDA, Non-Conforming, Real Estate Economics, Referrals, Credit Analysis, REO, Financial Structuring, Real Estate Transactions, Commercial Lending, Commercial Real Estate, Finance, HUD, Sales
Education
Stockton University
B.A., Finance
Wells Fargo September 1994 - Present
Wells Fargo Home Mortgage 1994 - 2015
Meridian Bank 1988 - 1994
Skills
Mortgage, Loans, Mortgage Banking, Condos, Customer Relations, Closings, Mortgage Lending, FHA, Conventional, Purchase, Refinance, Mortgage Industry, Investment Properties, Investments, Government Loans, Customer Service, Real Estate, Underwriting, Credit, Sellers, VA loans, Residential Homes, Banking, Vacation Homes, Certified Mortgage..., Construction Loans, Selling, Loan Origination, Residential Mortgages, Short Sales, Mortgage Marketing, Commercial Mortgages, FHA financing, First Time Home Buyers, New Home Sales, Investors, Real Estate Financing, USDA, Non-Conforming, Real Estate Economics, Referrals, Credit Analysis, REO, Financial Structuring, Real Estate Transactions, Commercial Lending, Commercial Real Estate, Finance, HUD, Sales
Education
Stockton University
B.A., Finance
Jeff Coats Jeff Coats's Wells Fargo Experience 2011 - 2011
Job IT Professional Looking to Improve an Organization's Processes and Services
Industry Information Technology and Services
Experience
Hyundai Capital America 2014 - Present
Hyundai AutoEver America 2013 - 2014
Cathay Bank 2012 - 2013
DIRECTV 2012 - 2012
Wells Fargo 2011 - 2011
Hot Topic 2004 - 2010
Netbind 2002 - 2002
Audible 1999 - 2001
Visient 1997 - 1999
Voxware 1996 - 1997
Skills
ITIL, Change Management, Quality Assurance, Oracle, SDLC, Testing, Databases, Test Planning, Team Leadership, Linux, Software Documentation, Documentations, Visio, Configuration Management, Shell Scripting, Software Project..., Agile Methodologies, Troubleshooting, IT Service Management, Project Management, Business Analysis, SharePoint, Security
Education
Stevens Institute of Technology 1992 — 1995
Hyundai Capital America 2014 - Present
Hyundai AutoEver America 2013 - 2014
Cathay Bank 2012 - 2013
DIRECTV 2012 - 2012
Wells Fargo 2011 - 2011
Hot Topic 2004 - 2010
Netbind 2002 - 2002
Audible 1999 - 2001
Visient 1997 - 1999
Voxware 1996 - 1997
Skills
ITIL, Change Management, Quality Assurance, Oracle, SDLC, Testing, Databases, Test Planning, Team Leadership, Linux, Software Documentation, Documentations, Visio, Configuration Management, Shell Scripting, Software Project..., Agile Methodologies, Troubleshooting, IT Service Management, Project Management, Business Analysis, SharePoint, Security
Education
Stevens Institute of Technology 1992 — 1995
Ilber Gashi's Wells Fargo Experience September 2007 - Present
Job Technologist Voice Architect Lead @ Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo September 2007 - Present
Skills
SIP, Vendor Management, VoIP, Data Center, UNIFIED COMMUNICATION, EMERGING TECHNOLOGY, STRATEGIC TECHNOLOGY..., IP PEERING, SESSION BORDER ..., Avaya Aura, Cisco CUCM, Sonus NBS, TRAFFIC ENGINEERING, CAPACITY PLANNING, Unified Communications, Traffic Engineering, Cisco Call Manager, IP, Emerging Technologies, Capacity Planning, Cisco Technologies, Network Design, Routers, Network Architecture, IVR, Mobile Devices, Disaster Recovery, Telecommunications, Enterprise Architecture, Telephony, System Deployment, Servers, Networking, Pre-sales, Infrastructure, Enterprise Software, Testing, Troubleshooting, Service Delivery, Integration, Cloud Computing, Management, Strategy
Education
Stevens Institute of Technology 1999 — 2001
MS
University of Illinois at Chicago 1992 — 1996
BS
Wells Fargo September 2007 - Present
Skills
SIP, Vendor Management, VoIP, Data Center, UNIFIED COMMUNICATION, EMERGING TECHNOLOGY, STRATEGIC TECHNOLOGY..., IP PEERING, SESSION BORDER ..., Avaya Aura, Cisco CUCM, Sonus NBS, TRAFFIC ENGINEERING, CAPACITY PLANNING, Unified Communications, Traffic Engineering, Cisco Call Manager, IP, Emerging Technologies, Capacity Planning, Cisco Technologies, Network Design, Routers, Network Architecture, IVR, Mobile Devices, Disaster Recovery, Telecommunications, Enterprise Architecture, Telephony, System Deployment, Servers, Networking, Pre-sales, Infrastructure, Enterprise Software, Testing, Troubleshooting, Service Delivery, Integration, Cloud Computing, Management, Strategy
Education
Stevens Institute of Technology 1999 — 2001
MS
University of Illinois at Chicago 1992 — 1996
BS
Tahir Messam Tahir Messam's Wells Fargo Experience June 2010 - Present
Job
Industry Information Technology and Services
Experience
Wells Fargo June 2010 - Present
Skills
Active Directory, Troubleshooting, Windows, Networking, Java, Microsoft Office, XP, Asset Managment, C++, Customer Service, Computer Hardware, Citrix, Blackberry Enterprise..., Technical Writing, Photoshop, Mac OS, Printers, Internet Explorer, Inventory Management, Operating Systems, Technical Support, Hardware, Laptops, Windows 7, Blackberry, Access, Information Technology, Project Management, Windows XP
Education
Stony Brook University 2003 — 2007
Bachelor of Science (B.S.)
Wells Fargo June 2010 - Present
Skills
Active Directory, Troubleshooting, Windows, Networking, Java, Microsoft Office, XP, Asset Managment, C++, Customer Service, Computer Hardware, Citrix, Blackberry Enterprise..., Technical Writing, Photoshop, Mac OS, Printers, Internet Explorer, Inventory Management, Operating Systems, Technical Support, Hardware, Laptops, Windows 7, Blackberry, Access, Information Technology, Project Management, Windows XP
Education
Stony Brook University 2003 — 2007
Bachelor of Science (B.S.)
Warren B. Gallagher III, CFP® Warren B. Gallagher III, CFP®'s Wells Fargo Experience April 2001 - July 2003
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
First Allied Securities Inc, Member FINRA/SIPC July 2003 - Present
Wells Fargo April 2001 - July 2003
Morgan Stanley August 1998 - April 2001
Merrill Lynch August 1995 - August 1998
Skills
Financial Planning, Retirement Planning, Trusts, Estate Planning, Investments, 401k, Insurance, Wills, Wealth Management, Asset Protection, Insurance Planning, Retirement, Investment Advisory, Financial Advice, Special Needs Planning, Strategic Financial..., Financial Planners, Portfolio Management, Securities, Asset Allocation, Series 7, Finance, Financial Services, Fixed Annuities, Series 63, Financial Advisory, Investment Strategies, Alternative Investments, Asset Management
Education
FDU 2012 — 2013
Richard Stockton College of New Jersey 1984 — 1988
Bachelor of Arts, Management
First Allied Securities Inc, Member FINRA/SIPC July 2003 - Present
Wells Fargo April 2001 - July 2003
Morgan Stanley August 1998 - April 2001
Merrill Lynch August 1995 - August 1998
Skills
Financial Planning, Retirement Planning, Trusts, Estate Planning, Investments, 401k, Insurance, Wills, Wealth Management, Asset Protection, Insurance Planning, Retirement, Investment Advisory, Financial Advice, Special Needs Planning, Strategic Financial..., Financial Planners, Portfolio Management, Securities, Asset Allocation, Series 7, Finance, Financial Services, Fixed Annuities, Series 63, Financial Advisory, Investment Strategies, Alternative Investments, Asset Management
Education
FDU 2012 — 2013
Richard Stockton College of New Jersey 1984 — 1988
Bachelor of Arts, Management
Derrik Jerman Derrik Jerman's Wells Fargo Experience April 2004 - December 2006
Job Sales Director at PostUp
Industry Information Technology and Services
Experience
PostUp October 2014 - Present
Bazaarvoice November 2012 - October 2014
Bazaarvoice February 2011 - November 2012
PetRelocation.com April 2009 - January 2011
Washington Mutual April 2007 - March 2009
Wells Fargo April 2004 - December 2006
Sentry Insurance February 2002 - March 2004
Skills
Salesforce.com, Account Management, SaaS, Social Media, Lead Generation, Online Advertising, Sales Process, Direct Sales, Sales, Strategic Planning, New Business Development, E-commerce, Analytics, Strategy, Start-ups, Business Development, SEO
Education
Bacon Academy
Bacon Academy
Stonehill College
BA, Political Science
University of Phoenix
Master of Business Administration (MBA), Technology Management
PostUp October 2014 - Present
Bazaarvoice November 2012 - October 2014
Bazaarvoice February 2011 - November 2012
PetRelocation.com April 2009 - January 2011
Washington Mutual April 2007 - March 2009
Wells Fargo April 2004 - December 2006
Sentry Insurance February 2002 - March 2004
Skills
Salesforce.com, Account Management, SaaS, Social Media, Lead Generation, Online Advertising, Sales Process, Direct Sales, Sales, Strategic Planning, New Business Development, E-commerce, Analytics, Strategy, Start-ups, Business Development, SEO
Education
Bacon Academy
Bacon Academy
Stonehill College
BA, Political Science
University of Phoenix
Master of Business Administration (MBA), Technology Management
Valerie Burgos Valerie Burgos's Wells Fargo Experience August 2009 - July 2011
Job Quality Assurance Engineer at Promontory Interfinancial Network, LLC
Industry Financial Services
Experience
Promontory Interfinancial Network July 2013 - Present
Promontory Interfinancial Network July 2011 - June 2013
Wells Fargo August 2009 - July 2011
OV Enterprises, LLC September 2005 - December 2009
Skills
Software Quality..., Agile Testing, Agile Methodologies, Test Case Generation, Analysis, Banking, Credit, Commercial Banking, Management, Financial Analysis, Finance, Customer Service, Loans, Portfolio Management, Risk Management, Financial Services, Sales, Mortgage Lending, Credit Analysis, Investments
Education
Richard Stockton College of New Jersey 2008 — 2009
Bachelor of Science, Finance
Atlantic Cape Community College 2007 — 2007
Business Administration
Promontory Interfinancial Network July 2013 - Present
Promontory Interfinancial Network July 2011 - June 2013
Wells Fargo August 2009 - July 2011
OV Enterprises, LLC September 2005 - December 2009
Skills
Software Quality..., Agile Testing, Agile Methodologies, Test Case Generation, Analysis, Banking, Credit, Commercial Banking, Management, Financial Analysis, Finance, Customer Service, Loans, Portfolio Management, Risk Management, Financial Services, Sales, Mortgage Lending, Credit Analysis, Investments
Education
Richard Stockton College of New Jersey 2008 — 2009
Bachelor of Science, Finance
Atlantic Cape Community College 2007 — 2007
Business Administration
Erick Chumpitaz Erick Chumpitaz's Wells Fargo Experience December 2012 - February 2013
Job Production Support Electronic Trading at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities January 2015 - Present
Bank of America March 2013 - January 2015
Wells Fargo December 2012 - February 2013
Citco Fund Services December 2010 - December 2012
Wells Fargo Securities August 2009 - December 2010
State Street February 2003 - February 2009
Deutsche Bank July 1999 - January 2003
Bankers Trust June 1998 - June 1999
Dialogic Corporation August 1996 - August 1997
Stevens Institute of Technology August 1995 - December 1995
Skills
Sybase, Unix, Solaris, Java, Crystal Reports, HTML, Autosys, ClearCase, Databases, Shell Scripting, Linux, AIX, MS Project, Awk, Actuate, Spanish, SQL*Plus, Unixware, Putty, ColdFusion, Tivoli, Unix Shell Scripting, SQL, PL/SQL, Visual Basic, SQL Server, XML, VBA, Software Project..., Websphere, VBScript, Visio, Oracle SQL, User Acceptance Testing, Requirements Analysis, Business Analysis, Perl, Application Development, Application Management, Production Support, OBIEE, Oracle, Software Development, Microsoft SQL Server, Business Process, Release Management, Quality Assurance, Microsoft Project, SDLC, Operating Systems
Education
Stevens Institute of Technology 2005 — 2007
Masters of Science in Information Systems, Information Systems
Stevens Institute of Technology 2005 — 2007
Graduate Certificate in Project Management, Project Management
Stevens Institute of Technology 1993 — 1998
Bachelor of Engineering in Computer Engineering with a concentration in Software Engineering, Computer Engineering - Software Engineering
Wells Fargo Securities January 2015 - Present
Bank of America March 2013 - January 2015
Wells Fargo December 2012 - February 2013
Citco Fund Services December 2010 - December 2012
Wells Fargo Securities August 2009 - December 2010
State Street February 2003 - February 2009
Deutsche Bank July 1999 - January 2003
Bankers Trust June 1998 - June 1999
Dialogic Corporation August 1996 - August 1997
Stevens Institute of Technology August 1995 - December 1995
Skills
Sybase, Unix, Solaris, Java, Crystal Reports, HTML, Autosys, ClearCase, Databases, Shell Scripting, Linux, AIX, MS Project, Awk, Actuate, Spanish, SQL*Plus, Unixware, Putty, ColdFusion, Tivoli, Unix Shell Scripting, SQL, PL/SQL, Visual Basic, SQL Server, XML, VBA, Software Project..., Websphere, VBScript, Visio, Oracle SQL, User Acceptance Testing, Requirements Analysis, Business Analysis, Perl, Application Development, Application Management, Production Support, OBIEE, Oracle, Software Development, Microsoft SQL Server, Business Process, Release Management, Quality Assurance, Microsoft Project, SDLC, Operating Systems
Education
Stevens Institute of Technology 2005 — 2007
Masters of Science in Information Systems, Information Systems
Stevens Institute of Technology 2005 — 2007
Graduate Certificate in Project Management, Project Management
Stevens Institute of Technology 1993 — 1998
Bachelor of Engineering in Computer Engineering with a concentration in Software Engineering, Computer Engineering - Software Engineering
Jet Li Jet Li's Wells Fargo Experience January 2015 - Present
Job Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Crown Realty Partners May 2014 - December 2014
Macquarie Group January 2013 - May 2013
Education
University of Toronto 2009 — 2013
Bachelor of Commerce in Finance & Economics
University of Toronto - Rotman School of Management 2009 — 2013
Bachelor of Commerce in Finance & Economics
Stockholm School of Economics 2013 — 2014
Wells Fargo January 2015 - Present
Crown Realty Partners May 2014 - December 2014
Macquarie Group January 2013 - May 2013
Education
University of Toronto 2009 — 2013
Bachelor of Commerce in Finance & Economics
University of Toronto - Rotman School of Management 2009 — 2013
Bachelor of Commerce in Finance & Economics
Stockholm School of Economics 2013 — 2014
Vincent Leach's Wells Fargo Experience December 2009 - December 2010
Job Vice President Relationship Manager at Eastern Bank
Industry Banking
Experience
Eastern Bank August 2015 - Present
Citizens Commercial Banking May 2012 - July 2015
Boston Private Bank December 2010 - May 2012
Wells Fargo December 2009 - December 2010
Anglo Irish Bank December 2006 - December 2009
Skills
CRE, C&I, and..., Portfolio Management, Financial Modeling, Asset Managment, Credit, Financial Analysis, Commercial Banking, Valuation, Fixed Income, Loans, Equities, Banking, Underwriting, Investments, Due Diligence, Capital Markets, Bloomberg, Commercial Lending, Real Estate Economics, Corporate Finance, Financial Risk, Structured Finance, Asset Management
Education
Stonehill College 2001 — 2005
BS, Finance
St. John's Preparatory School 1997 — 2001
Eastern Bank August 2015 - Present
Citizens Commercial Banking May 2012 - July 2015
Boston Private Bank December 2010 - May 2012
Wells Fargo December 2009 - December 2010
Anglo Irish Bank December 2006 - December 2009
Skills
CRE, C&I, and..., Portfolio Management, Financial Modeling, Asset Managment, Credit, Financial Analysis, Commercial Banking, Valuation, Fixed Income, Loans, Equities, Banking, Underwriting, Investments, Due Diligence, Capital Markets, Bloomberg, Commercial Lending, Real Estate Economics, Corporate Finance, Financial Risk, Structured Finance, Asset Management
Education
Stonehill College 2001 — 2005
BS, Finance
St. John's Preparatory School 1997 — 2001
Ashley Gradel's Wells Fargo Experience September 2014 - Present
Job Credit Analyst at Wells Fargo Preferred Capital
Industry Banking
Experience
Wells Fargo September 2014 - Present
Capital Bank of New Jersey November 2013 - August 2014
Cumberland County College January 2014 - June 2014
Millville Board of Education November 2011 - November 2013
Skills
Credit, Communication, Negotiation, Relationship Management, Sales, Accounting, Prospecting Skills, Finance, Networking, Financial Analysis, Commercial Banking, Loans, Banking, Asset Based Lending, Credit Risk, Credit Analysis, Strategic Planning, Public Speaking, Staff Development, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Management, PowerPoint, Analysis
Education
Stockton University 2012 — 2013
Bachelor's Degree, Finance, 3.54
Cumberland County College 2009 — 2011
Associate's Degree, Business Administration, 3.84
Wells Fargo September 2014 - Present
Capital Bank of New Jersey November 2013 - August 2014
Cumberland County College January 2014 - June 2014
Millville Board of Education November 2011 - November 2013
Skills
Credit, Communication, Negotiation, Relationship Management, Sales, Accounting, Prospecting Skills, Finance, Networking, Financial Analysis, Commercial Banking, Loans, Banking, Asset Based Lending, Credit Risk, Credit Analysis, Strategic Planning, Public Speaking, Staff Development, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Management, PowerPoint, Analysis
Education
Stockton University 2012 — 2013
Bachelor's Degree, Finance, 3.54
Cumberland County College 2009 — 2011
Associate's Degree, Business Administration, 3.84
Tina Robison's Wells Fargo Experience June 2001 - October 2010
Job Asset Management JPMorgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
JPMorgan Chase & Co. October 2010 - July 2014
Wells Fargo June 2001 - October 2010
UBS Investment Bank May 2005 - August 2007
Education
Stephen F. Austin State University 1990 — 1995
Bachelor of Business Administration (BBA), Accounting
J.P. Morgan Asset Management July 2014 - Present
JPMorgan Chase & Co. October 2010 - July 2014
Wells Fargo June 2001 - October 2010
UBS Investment Bank May 2005 - August 2007
Education
Stephen F. Austin State University 1990 — 1995
Bachelor of Business Administration (BBA), Accounting
Carmen Campise's Wells Fargo Experience May 2014 - March 2015
Job Vice President, Relationship Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank March 2015 - Present
Wells Fargo May 2014 - March 2015
Wells Fargo April 2011 - April 2014
Wells Fargo September 2009 - April 2011
Wells Fargo June 2005 - September 2009
James B McNichol CPA December 2003 - July 2004
Schering-Plough Research Institute June 2002 - November 2003
Skills
Credit, Commercial Lending, Credit Analysis, Loans, Financial Analysis, Commercial Banking, Finance, Banking, Loan Origination, Treasury Management, Valuation, Risk Management, Small Business Lending, Investments, Portfolio Management
Education
University of Florida 2004 — 2005
Master of Business Administration (MBA), Finance, General
Stockton University 1998 — 2002
Bachelor's Degree, Finance, General
Fifth Third Bank March 2015 - Present
Wells Fargo May 2014 - March 2015
Wells Fargo April 2011 - April 2014
Wells Fargo September 2009 - April 2011
Wells Fargo June 2005 - September 2009
James B McNichol CPA December 2003 - July 2004
Schering-Plough Research Institute June 2002 - November 2003
Skills
Credit, Commercial Lending, Credit Analysis, Loans, Financial Analysis, Commercial Banking, Finance, Banking, Loan Origination, Treasury Management, Valuation, Risk Management, Small Business Lending, Investments, Portfolio Management
Education
University of Florida 2004 — 2005
Master of Business Administration (MBA), Finance, General
Stockton University 1998 — 2002
Bachelor's Degree, Finance, General
Alissa Figueroa's Wells Fargo Experience June 2015 - Present
Job
Industry Accounting
Experience
Wells Fargo June 2015 - Present
Skills
Customer Service, Accounts Payable, Accounts Receivable, Accounting, Finance, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, MS Project, QuickBooks, Quality Assurance, Inventory Control
Education
Stevens-Henager College 2015 — 2016
Bachelor's Degree, Business Administration/Human Resource
2010 — 2012
Associate's degree, Accounting and Business/Management, 3.7
Wells Fargo June 2015 - Present
Skills
Customer Service, Accounts Payable, Accounts Receivable, Accounting, Finance, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, MS Project, QuickBooks, Quality Assurance, Inventory Control
Education
Stevens-Henager College 2015 — 2016
Bachelor's Degree, Business Administration/Human Resource
2010 — 2012
Associate's degree, Accounting and Business/Management, 3.7
Christian Roeder Christian Roeder's Wells Fargo Experience June 2015 - Present
Job Wholesale Credit Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Jackson May 2014 - July 2014
Roland George Investments Program August 2013 - April 2014
HFF June 2012 - July 2013
Skills
Financial Analysis, Microsoft Excel, Finance, Microsoft Office, Microsoft Word, Accounting, Analysis, Teamwork, Data Analysis, Leadership, Valuation, Time Management, Financial Accounting, Banking, Financial Reporting, Sales, Marketing, Commercial Real Estate
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master's Degree, Finance
Stetson University 2010 — 2014
Bachelor's degree, Finance, General
Wells Fargo June 2015 - Present
Jackson May 2014 - July 2014
Roland George Investments Program August 2013 - April 2014
HFF June 2012 - July 2013
Skills
Financial Analysis, Microsoft Excel, Finance, Microsoft Office, Microsoft Word, Accounting, Analysis, Teamwork, Data Analysis, Leadership, Valuation, Time Management, Financial Accounting, Banking, Financial Reporting, Sales, Marketing, Commercial Real Estate
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master's Degree, Finance
Stetson University 2010 — 2014
Bachelor's degree, Finance, General
Timothy Simko's Wells Fargo Experience May 2014 - February 2015
Job International Sales SHREDZ Supplements
Industry Health, Wellness and Fitness
Experience
Beyond Genetics Supplements February 2015 - Present
Wells Fargo May 2014 - February 2015
PTL Automotive Group June 2010 - May 2014
Raritan Bay YMCA June 2010 - September 2012
Skills
Banking, Credit, Loans, Management, Microsoft Excel, Sales, Financial Analysis, Finance, Portfolio Management, Leadership, Customer Service, Microsoft Word, PowerPoint, Social Media, Social Networking, Teamwork, Time Management, Public Speaking
Education
Stockton University 2010 — 2014
Bachelor of Applied Science (BASc), Finance and Financial Management Services
Beyond Genetics Supplements February 2015 - Present
Wells Fargo May 2014 - February 2015
PTL Automotive Group June 2010 - May 2014
Raritan Bay YMCA June 2010 - September 2012
Skills
Banking, Credit, Loans, Management, Microsoft Excel, Sales, Financial Analysis, Finance, Portfolio Management, Leadership, Customer Service, Microsoft Word, PowerPoint, Social Media, Social Networking, Teamwork, Time Management, Public Speaking
Education
Stockton University 2010 — 2014
Bachelor of Applied Science (BASc), Finance and Financial Management Services
kelly brophy kelly brophy's Wells Fargo Experience January 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells fargo January 2012 - Present
Wells Fargo Financial October 2010 - May 2011
Wells Fargo October 2010 - April 2011
Best Interest Rate Mortgage Company February 2009 - November 2009
Best Interest Rate Mortgage Company February 2009 - November 2009
2009 Febuary-2009 November Best Interest Rate Mortgage Co January 2009 - November 2009
Best Interest Rate Mortgage January 2008 - November 2009
Popular Mortgage February 2004 - November 2008
Land America January 2004 - November 2008
Land America January 2004 - November 2008
Education
Stockton University 1988 — 1994
B.A, Marketing
Stockton University 1988 — 1993
ba, marketing
Stockton State College
B.A, Marketing
GLOUCESTER CATHOLIC 1984 — 1988
v
Wells fargo January 2012 - Present
Wells Fargo Financial October 2010 - May 2011
Wells Fargo October 2010 - April 2011
Best Interest Rate Mortgage Company February 2009 - November 2009
Best Interest Rate Mortgage Company February 2009 - November 2009
2009 Febuary-2009 November Best Interest Rate Mortgage Co January 2009 - November 2009
Best Interest Rate Mortgage January 2008 - November 2009
Popular Mortgage February 2004 - November 2008
Land America January 2004 - November 2008
Land America January 2004 - November 2008
Education
Stockton University 1988 — 1994
B.A, Marketing
Stockton University 1988 — 1993
ba, marketing
Stockton State College
B.A, Marketing
GLOUCESTER CATHOLIC 1984 — 1988
v
Matthew Fiorillo's Wells Fargo Experience September 2007 - July 2014
Job Mortgage Loan Originator NMLS# 408635
Industry Financial Services
Experience
Mortgage Master February 2015 - Present
HSBC July 2014 - Present
Wells Fargo September 2007 - July 2014
Countrywide Mortgage Services May 2005 - September 2007
Skills
Mortgage Lending, First Time Home Buyers, Investment Properties, Loans, Condos, Single Family Homes, Short Sales, Relocation, Real Estate Transactions, Sellers, Referrals, Residential Homes, Buyer Representation
Education
Stony Brook University 1992 — 1996
BA, Business Management & Policy
Mortgage Master February 2015 - Present
HSBC July 2014 - Present
Wells Fargo September 2007 - July 2014
Countrywide Mortgage Services May 2005 - September 2007
Skills
Mortgage Lending, First Time Home Buyers, Investment Properties, Loans, Condos, Single Family Homes, Short Sales, Relocation, Real Estate Transactions, Sellers, Referrals, Residential Homes, Buyer Representation
Education
Stony Brook University 1992 — 1996
BA, Business Management & Policy
Michael Schiavo Michael Schiavo's Wells Fargo Experience November 2013 - Present
Job Implementation Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2013 - Present
Wells Fargo Home Mortgage February 2011 - November 2013
Wells Fargo Home Mortgage December 2009 - February 2011
Allied Home Mortgage Capital Corporation December 2008 - November 2009
Ace Mortgage Funding October 2006 - October 2008
Ameritrust December 2005 - October 2006
Keffer Hyundai January 2004 - December 2005
Skills
FHA, Refinance, Mortgage Lending, Loans, Underwriting, Foreclosures, Mortgage Banking, Loan Origination, Credit, USDA, Residential Mortgages, Banking, Credit Analysis, First Time Home Buyers, VA loans
Education
State University of New York at Stony Brook 1995 — 1996
N/A, General Studies
Wells Fargo November 2013 - Present
Wells Fargo Home Mortgage February 2011 - November 2013
Wells Fargo Home Mortgage December 2009 - February 2011
Allied Home Mortgage Capital Corporation December 2008 - November 2009
Ace Mortgage Funding October 2006 - October 2008
Ameritrust December 2005 - October 2006
Keffer Hyundai January 2004 - December 2005
Skills
FHA, Refinance, Mortgage Lending, Loans, Underwriting, Foreclosures, Mortgage Banking, Loan Origination, Credit, USDA, Residential Mortgages, Banking, Credit Analysis, First Time Home Buyers, VA loans
Education
State University of New York at Stony Brook 1995 — 1996
N/A, General Studies
Daniel Nawara Daniel Nawara's Wells Fargo Experience August 2012 - August 2013
Job Candidate for Juris Doctor from Stetson University College of Law
Industry Law Practice
Experience
Office of the State Attorney, Twelth Judical Circuit August 2015 - Present
Guardian Ad Litem October 2014 - Present
Judicial Intern January 2015 - May 2015
Judicial Intern June 2014 - August 2014
Wells Fargo August 2012 - August 2013
Bank of America October 2010 - August 2012
Skills
Consumer Lending, Loans, Small Business Lending, Cross Selling, Lines Of Credit, Retail Banking, Credit, Mortgage Lending, Home Equity Loans, Home Equity Lines of..., Credit Analysis, Deposits, Banking, Refinance, Home Equity, FHA, Relationship Management, Credit Cards, Personal Banking, Financial Services, Teller Operations, Financial Risk, Notary Public, Legal Writing, Legal Research, Commercial Banking, Customer Service, Microsoft Office, Public Speaking, Microsoft Word, Research
Education
Stetson University School of Business Administration 2015 — 2016
Master of Business Administration (M.B.A.)
Stetson University College of Law 2013 — 2016
Juris Doctor (J.D.)
Lakewood Ranch High
University of South Florida
Business Management
Office of the State Attorney, Twelth Judical Circuit August 2015 - Present
Guardian Ad Litem October 2014 - Present
Judicial Intern January 2015 - May 2015
Judicial Intern June 2014 - August 2014
Wells Fargo August 2012 - August 2013
Bank of America October 2010 - August 2012
Skills
Consumer Lending, Loans, Small Business Lending, Cross Selling, Lines Of Credit, Retail Banking, Credit, Mortgage Lending, Home Equity Loans, Home Equity Lines of..., Credit Analysis, Deposits, Banking, Refinance, Home Equity, FHA, Relationship Management, Credit Cards, Personal Banking, Financial Services, Teller Operations, Financial Risk, Notary Public, Legal Writing, Legal Research, Commercial Banking, Customer Service, Microsoft Office, Public Speaking, Microsoft Word, Research
Education
Stetson University School of Business Administration 2015 — 2016
Master of Business Administration (M.B.A.)
Stetson University College of Law 2013 — 2016
Juris Doctor (J.D.)
Lakewood Ranch High
University of South Florida
Business Management
Edwin Gerena Edwin Gerena's Wells Fargo Experience July 2008 - July 2010
Job Sales Specialist at IQMS. Bringing a Single Database ERP & MES Solution to the Manufacturing Industry.
Industry Computer Software
Experience
IQMS May 2014 - Present
Logistics Supply April 2012 - October 2013
Foundation Financial Group November 2010 - December 2010
Wells Fargo July 2008 - July 2010
Skills
Sales Management, Key Account Management, Sales Operations, Sales Process, Sales Rep Training, Customer Acquisition, Customer Retention, Customer Service, Finance, Outside Sales, Training, Sales & Marketing..., Cisco Call Manager, Banking, Manufacturing, Oracle CRM, ERP Software, Business Development, Sales, Account Management, CRM, Leadership, Management, Team Building, Process Improvement, SaaS
Education
Stony Brook University 2002 — 2004
Sachem High School 1998 — 2002
IQMS May 2014 - Present
Logistics Supply April 2012 - October 2013
Foundation Financial Group November 2010 - December 2010
Wells Fargo July 2008 - July 2010
Skills
Sales Management, Key Account Management, Sales Operations, Sales Process, Sales Rep Training, Customer Acquisition, Customer Retention, Customer Service, Finance, Outside Sales, Training, Sales & Marketing..., Cisco Call Manager, Banking, Manufacturing, Oracle CRM, ERP Software, Business Development, Sales, Account Management, CRM, Leadership, Management, Team Building, Process Improvement, SaaS
Education
Stony Brook University 2002 — 2004
Sachem High School 1998 — 2002
Marcus Stephens Marcus Stephens's Wells Fargo Experience January 2001 - October 2002
Job Senior Analyst, Candid Partners
Industry Management Consulting
Experience
The Coca-Cola Company December 2003 - Present
Marcus Stephens Consulting October 2013 - June 2014
AAA November 2002 - November 2003
Wells Fargo January 2001 - October 2002
Skills
Relationship Management, Team Effectiveness, Diversity & Inclusion, Diversity Training, Training Delivery, Employee Training, Cultural Diversity, Digital Marketing, Software Development, Software Project..., Software Documentation, Software Engineering, Software Design, Software Quality..., Business Strategy, Business Analysis, New Business Development, Business Process..., Business Process, Small Business, Business Development, Employee Relations, Building Relationships, Motivation, Motivational Speaking, Seminars, Workshop Facilitation, Workshops, Project Management, Process Engineering, Project Delivery, Management Consulting, Change Management, Human Resources, Humor, Human Capital, Human Resource..., Improvisational Comedy, Comedy
Education
Stevens Institute of Technology
Bachelor of Engineering (BEng), Electrical Engineering and Computer Science
The Coca-Cola Company December 2003 - Present
Marcus Stephens Consulting October 2013 - June 2014
AAA November 2002 - November 2003
Wells Fargo January 2001 - October 2002
Skills
Relationship Management, Team Effectiveness, Diversity & Inclusion, Diversity Training, Training Delivery, Employee Training, Cultural Diversity, Digital Marketing, Software Development, Software Project..., Software Documentation, Software Engineering, Software Design, Software Quality..., Business Strategy, Business Analysis, New Business Development, Business Process..., Business Process, Small Business, Business Development, Employee Relations, Building Relationships, Motivation, Motivational Speaking, Seminars, Workshop Facilitation, Workshops, Project Management, Process Engineering, Project Delivery, Management Consulting, Change Management, Human Resources, Humor, Human Capital, Human Resource..., Improvisational Comedy, Comedy
Education
Stevens Institute of Technology
Bachelor of Engineering (BEng), Electrical Engineering and Computer Science
Allison Ray Allison Ray's Wells Fargo Experience April 2014 - Present
Job Loan Administration Manager
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
JPMorgan Chase August 2010 - April 2014
MCS Mortgage Bankers Inc. January 2009 - January 2010
Nexus Capital Services, Inc. January 2006 - December 2008
Skills
Mortgage Lending, Investment Properties, Mortgage Banking, FHA, Loans, Credit, Banking, FHA financing, Customer Service, Real Estate, Portfolio Management, Strategic Planning, Management, Loan Origination, Budgets, New Business Development, Refinance, Residential Mortgages, Project Management, VA loans, Reverse Mortgages, Credit Analysis, Lines Of Credit, First Time Home Buyers
Education
Stony Brook University 1994 — 1996
Bachelor's degree, Social Sciences
Wells Fargo April 2014 - Present
JPMorgan Chase August 2010 - April 2014
MCS Mortgage Bankers Inc. January 2009 - January 2010
Nexus Capital Services, Inc. January 2006 - December 2008
Skills
Mortgage Lending, Investment Properties, Mortgage Banking, FHA, Loans, Credit, Banking, FHA financing, Customer Service, Real Estate, Portfolio Management, Strategic Planning, Management, Loan Origination, Budgets, New Business Development, Refinance, Residential Mortgages, Project Management, VA loans, Reverse Mortgages, Credit Analysis, Lines Of Credit, First Time Home Buyers
Education
Stony Brook University 1994 — 1996
Bachelor's degree, Social Sciences
Christopher Pardo Christopher Pardo's Wells Fargo Experience July 2014 - May 2015
Job Proven success delivering multimillion dollar missioncritical technology solutions for business value
Industry Financial Services
Experience
Belk May 2015 - Present
Wells Fargo July 2014 - May 2015
TIAA-CREF April 2011 - May 2014
Wells Fargo Advisors September 2009 - April 2011
Ally Financial Inc. June 2008 - June 2009
Wachovia January 2007 - January 2008
GE Capital January 2006 - December 2006
UBS 1995 - 2005
Skills
Vendor Management, Program Management, Relationship Management, Six Sigma, CMM, Emerging Technologies, SDLC, PMO, Project Portfolio..., PMP, Business Requirements, Resource Management, Financial Services, Virtual Teams, Waterfall, Integration, Project Management, Risk Management, Analysis, Strategy
Education
Susquehanna University 1991 — 1995
B.S., Finance
St. Peter's Prep 1987 — 1991
Diploma, Finance
Stevens Institute of Technology
Master of Science (M.S.), Management Information Systems, General, Not Completed
Belk May 2015 - Present
Wells Fargo July 2014 - May 2015
TIAA-CREF April 2011 - May 2014
Wells Fargo Advisors September 2009 - April 2011
Ally Financial Inc. June 2008 - June 2009
Wachovia January 2007 - January 2008
GE Capital January 2006 - December 2006
UBS 1995 - 2005
Skills
Vendor Management, Program Management, Relationship Management, Six Sigma, CMM, Emerging Technologies, SDLC, PMO, Project Portfolio..., PMP, Business Requirements, Resource Management, Financial Services, Virtual Teams, Waterfall, Integration, Project Management, Risk Management, Analysis, Strategy
Education
Susquehanna University 1991 — 1995
B.S., Finance
St. Peter's Prep 1987 — 1991
Diploma, Finance
Stevens Institute of Technology
Master of Science (M.S.), Management Information Systems, General, Not Completed
Aaron Tong Aaron Tong's Wells Fargo Experience January 2012 - July 2013
Job Pharmacy Technician at Sam's Club
Industry Banking
Experience
Sam's Club November 2014 - Present
Up in Smoke Customs October 2013 - Present
Panda Tuners April 2013 - Present
Borgata Hotel Casino & Spa December 2013 - November 2014
Ocean City Home Bank July 2013 - October 2013
Wells Fargo January 2012 - July 2013
CVS Pharmacy November 2010 - October 2012
AEPA INC September 2011 - December 2011
AEPA Architects Engineers September 2011 - December 2011
U.S.-China Capital Cities Friendship Council October 2011 - November 2011
Skills
SVT, SVP, Photoshop, Microsoft Office, Outlook, Windows & Mac operating..., Cash Handling Experience, Customer Service, Exceptional verbal, Teamwork, Banking, Event Planning, Microsoft Word
Education
Richard Stockton College of New Jersey 2007 — 2011
Bachelor of Science, Business Studies; Finance
Atlantic County Institute of Technology
Automotive Engineering Technology/Technician
Sam's Club November 2014 - Present
Up in Smoke Customs October 2013 - Present
Panda Tuners April 2013 - Present
Borgata Hotel Casino & Spa December 2013 - November 2014
Ocean City Home Bank July 2013 - October 2013
Wells Fargo January 2012 - July 2013
CVS Pharmacy November 2010 - October 2012
AEPA INC September 2011 - December 2011
AEPA Architects Engineers September 2011 - December 2011
U.S.-China Capital Cities Friendship Council October 2011 - November 2011
Skills
SVT, SVP, Photoshop, Microsoft Office, Outlook, Windows & Mac operating..., Cash Handling Experience, Customer Service, Exceptional verbal, Teamwork, Banking, Event Planning, Microsoft Word
Education
Richard Stockton College of New Jersey 2007 — 2011
Bachelor of Science, Business Studies; Finance
Atlantic County Institute of Technology
Automotive Engineering Technology/Technician
Michele Claman's Wells Fargo Experience 2009 - 2010
Job VP Enterprise Project Office at Bank of the West
Industry Financial Services
Experience
Wells Fargo 2009 - 2010
Charles Schwab April 1994 - February 2009
Coopers and Lybrand January 1990 - April 1994
Skills
PMO, SDLC, Vendor Management, Program Management, Risk Management, Portfolio Management, Financial Services, Business Analysis, Project Portfolio..., PMP, Process Improvement, Business Process..., Project Management, Team Building, Banking, Leadership, Business Process, Strategy, Integration, Cross-functional Team..., Enterprise Software, MS Project
Education
Stephens College
BA
University of Missouri-Columbia, College of Business
MBA
Wells Fargo 2009 - 2010
Charles Schwab April 1994 - February 2009
Coopers and Lybrand January 1990 - April 1994
Skills
PMO, SDLC, Vendor Management, Program Management, Risk Management, Portfolio Management, Financial Services, Business Analysis, Project Portfolio..., PMP, Process Improvement, Business Process..., Project Management, Team Building, Banking, Leadership, Business Process, Strategy, Integration, Cross-functional Team..., Enterprise Software, MS Project
Education
Stephens College
BA
University of Missouri-Columbia, College of Business
MBA
Beth Beam, MSW's Wells Fargo Experience 2007 - 2011
Job Assistant Vice Chancellor for Organizational Excellence and HR at University of Washington, Bothell
Industry Human Resources
Experience
University of Washington, Bothell February 2015 - Present
Beam Consulting 1993 - Present
Darigold 2011 - 2014
Wells Fargo 2007 - 2011
Group Health Cooperative 1996 - 2006
HIV/AIDS and Social Work Positions 1988 - 1996
Skills
Leadership Development, Performance Management, Coaching, Organizational..., Succession Planning, Talent Management, HR Consulting, Executive Coaching, Staff Development, Conflict Resolution, Interviews, Human Resources, Training, Workshop Facilitation, Organizational..., Career Counseling, Organizational Design, Employee Engagement, Onboarding, Management Development, Culture Change, Talent Acquisition, Career Development, Employee Relations, Leadership
Education
State University of New York at Stony Brook 1986 — 1988
Master's degree, Social Work
University of Washington, Bothell February 2015 - Present
Beam Consulting 1993 - Present
Darigold 2011 - 2014
Wells Fargo 2007 - 2011
Group Health Cooperative 1996 - 2006
HIV/AIDS and Social Work Positions 1988 - 1996
Skills
Leadership Development, Performance Management, Coaching, Organizational..., Succession Planning, Talent Management, HR Consulting, Executive Coaching, Staff Development, Conflict Resolution, Interviews, Human Resources, Training, Workshop Facilitation, Organizational..., Career Counseling, Organizational Design, Employee Engagement, Onboarding, Management Development, Culture Change, Talent Acquisition, Career Development, Employee Relations, Leadership
Education
State University of New York at Stony Brook 1986 — 1988
Master's degree, Social Work
Lisa J. Onotracy's Wells Fargo Experience October 2014 - Present
Job Application System Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo March 2013 - September 2014
Wells Fargo Financial August 2011 - March 2013
Consulting June 2007 - November 2011
Wachovia Mortgage April 2008 - September 2008
Wachovia Mortgage June 2006 - March 2008
Wachovia Mortgage January 2005 - May 2006
Positive Mortgage June 2001 - September 2003
Novo Media Group June 2000 - May 2001
Skills
Mortgage Banking, Mortgage Lending, Credit, Financial Analysis, Risk Management, Banking, Loans, Training, Process Improvement, Sales, Underwriting, Real Estate, Finance, Portfolio Management, Investments
Education
State University of New York at Stony Brook 1989 — 1994
BA, History
Wells Fargo October 2014 - Present
Wells Fargo March 2013 - September 2014
Wells Fargo Financial August 2011 - March 2013
Consulting June 2007 - November 2011
Wachovia Mortgage April 2008 - September 2008
Wachovia Mortgage June 2006 - March 2008
Wachovia Mortgage January 2005 - May 2006
Positive Mortgage June 2001 - September 2003
Novo Media Group June 2000 - May 2001
Skills
Mortgage Banking, Mortgage Lending, Credit, Financial Analysis, Risk Management, Banking, Loans, Training, Process Improvement, Sales, Underwriting, Real Estate, Finance, Portfolio Management, Investments
Education
State University of New York at Stony Brook 1989 — 1994
BA, History
Gregg Foster's Wells Fargo Experience September 2003 - Present
Job Branch Manger at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2003 - Present
Philadelphia Phillies June 2000 - July 2002
Education
Stony Brook University 1996 — 2000
B.A., Economics
Wells Fargo September 2003 - Present
Philadelphia Phillies June 2000 - July 2002
Education
Stony Brook University 1996 — 2000
B.A., Economics
Joe Mauceli's Wells Fargo Experience August 2014 - Present
Job Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Mortgage Unlimited January 2014 - August 2014
Residential Home Funding May 2013 - January 2014
HSBC August 2010 - February 2013
Wachovia June 2005 - August 2010
Strategies for Wealth Creation & Protection June 2003 - June 2005
New York Life October 1996 - June 2003
Skills
Risk Management, Fixed Income, Mutual Funds, Finance, Investments, Due Diligence, Loans, Refinance, Insurance, Mortgage Lending, Series 7, Equities, Portfolio Management, Banking, Real Estate, Wealth Management
Education
Stevens Institute of Technology 1990 — 1995
BE, Mechanical Engineering
Wells Fargo August 2014 - Present
Mortgage Unlimited January 2014 - August 2014
Residential Home Funding May 2013 - January 2014
HSBC August 2010 - February 2013
Wachovia June 2005 - August 2010
Strategies for Wealth Creation & Protection June 2003 - June 2005
New York Life October 1996 - June 2003
Skills
Risk Management, Fixed Income, Mutual Funds, Finance, Investments, Due Diligence, Loans, Refinance, Insurance, Mortgage Lending, Series 7, Equities, Portfolio Management, Banking, Real Estate, Wealth Management
Education
Stevens Institute of Technology 1990 — 1995
BE, Mechanical Engineering
Leslie Shorey's Wells Fargo Experience March 1989 - Present
Job Senior Vice President at Wells Fargo
Industry Investment Management
Experience
Wells Fargo March 1989 - Present
Education
Stetson University 1984 — 1988
Wells Fargo March 1989 - Present
Education
Stetson University 1984 — 1988
Christina Kolbjornsen's Wells Fargo Experience August 2013 - Present
Job Senior Vice President, Head of Diversity, Multicultural & Enterprise Marketing Communications at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo August 2013 - Present
Wells Fargo August 2010 - August 2013
Republica, LLC September 2008 - September 2010
Self Employed, Communications/Marketing 2006 - 2008
Wragg & Casas Public Relations 2001 - 2006
Citigate Dewe Rogerson 1996 - 2001
The Washington Economics Group, Inc. 1996 - 1996
IMCC 1992 - 1995
Price Waterhouse Management Consultants 1991 - 1992
Skills
Marketing Communications, Media Relations, Corporate Communications, Public Relations, Internal Communications, Press Releases, Marketing, Marketing Strategy, Strategic Communications, Crisis Communications, Integrated Marketing, Social Media Marketing, Social Media, Speech Writing, Event Management, Crisis Management, Corporate Social..., Strategic Planning, Reputation Management, Communications Planning, Editing, Newsletters, Copywriting, Digital Marketing, Brand Development, Advertising, Publicity, Email Marketing, Online Marketing, Brand Management, Digital Media
Education
Dale Carnegie Institute 2013 — 2013
University of Maryland College Park 1990 — 1992
M.P.M., International Trade/Public Policy and Private Enterprise
Stony Brook University 1986 — 1990
B.A., Economics
Wells Fargo August 2013 - Present
Wells Fargo August 2010 - August 2013
Republica, LLC September 2008 - September 2010
Self Employed, Communications/Marketing 2006 - 2008
Wragg & Casas Public Relations 2001 - 2006
Citigate Dewe Rogerson 1996 - 2001
The Washington Economics Group, Inc. 1996 - 1996
IMCC 1992 - 1995
Price Waterhouse Management Consultants 1991 - 1992
Skills
Marketing Communications, Media Relations, Corporate Communications, Public Relations, Internal Communications, Press Releases, Marketing, Marketing Strategy, Strategic Communications, Crisis Communications, Integrated Marketing, Social Media Marketing, Social Media, Speech Writing, Event Management, Crisis Management, Corporate Social..., Strategic Planning, Reputation Management, Communications Planning, Editing, Newsletters, Copywriting, Digital Marketing, Brand Development, Advertising, Publicity, Email Marketing, Online Marketing, Brand Management, Digital Media
Education
Dale Carnegie Institute 2013 — 2013
University of Maryland College Park 1990 — 1992
M.P.M., International Trade/Public Policy and Private Enterprise
Stony Brook University 1986 — 1990
B.A., Economics
Susan Dolan-Reed's Wells Fargo Experience January 2010 - Present
Job Client Service Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2010 - Present
Wells Fargo February 2005 - January 2010
Wells Fargo Bank February 1996 - January 2010
All Guard Insurance April 1986 - December 1995
PSEG 1981 - 1985
PSEG 1981 - 1985
PSEG 1981 - 1985
Skills
Customer Service, Business Analysis, Process Improvement, Microsoft Office, Coaching, Banking, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Insurance, Analysis, Database Design, Leadership
Education
Richard Stockton College of New Jersey 2001 — 2005
Bachelor of Science, Business
Wells Fargo January 2010 - Present
Wells Fargo February 2005 - January 2010
Wells Fargo Bank February 1996 - January 2010
All Guard Insurance April 1986 - December 1995
PSEG 1981 - 1985
PSEG 1981 - 1985
PSEG 1981 - 1985
Skills
Customer Service, Business Analysis, Process Improvement, Microsoft Office, Coaching, Banking, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Insurance, Analysis, Database Design, Leadership
Education
Richard Stockton College of New Jersey 2001 — 2005
Bachelor of Science, Business
Roshni Ray's Wells Fargo Experience July 2005 - July 2007
Job Analyst at NYCTMTA
Industry Financial Services
Experience
NYCT-MTA September 2008 - Present
NYCT Corporate Communications 2008 - Present
Polytechnic University August 2008 - May 2011
JPMorgan Chase October 2007 - March 2008
Wells Fargo July 2005 - July 2007
Wells Fargo Private Mortgage 2005 - 2007
Education
Stony Brook University 2001 — 2002
MA, Human Resources
Stony Brook University 1997 — 2001
BA, Sociology
NYCT-MTA September 2008 - Present
NYCT Corporate Communications 2008 - Present
Polytechnic University August 2008 - May 2011
JPMorgan Chase October 2007 - March 2008
Wells Fargo July 2005 - July 2007
Wells Fargo Private Mortgage 2005 - 2007
Education
Stony Brook University 2001 — 2002
MA, Human Resources
Stony Brook University 1997 — 2001
BA, Sociology
Michelle M. Seymour, PMP's Wells Fargo Experience April 2014 - December 2014
Job HR BPO Program Manager at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt April 2015 - Present
Bank of America February 2015 - April 2015
Wells Fargo April 2014 - December 2014
Bank of America January 2008 - December 2013
Wachovia September 2003 - December 2007
Royal & SunAlliance June 2001 - August 2003
Arthur Andersen December 1998 - May 2001
Skills
Vendor Management, Change Management, Process Improvement, Program Management, Risk Management, Training, Project Management, PMP, Leadership, Business Analysis, Management, Project Portfolio..., Project Planning, PMO, Banking, SDLC
Education
Richard Stockton College of New Jersey 1996 — 1998
Bachelor of Science, Business Management, Business Administration and Management, General, GPA 4.0
Aon Hewitt April 2015 - Present
Bank of America February 2015 - April 2015
Wells Fargo April 2014 - December 2014
Bank of America January 2008 - December 2013
Wachovia September 2003 - December 2007
Royal & SunAlliance June 2001 - August 2003
Arthur Andersen December 1998 - May 2001
Skills
Vendor Management, Change Management, Process Improvement, Program Management, Risk Management, Training, Project Management, PMP, Leadership, Business Analysis, Management, Project Portfolio..., Project Planning, PMO, Banking, SDLC
Education
Richard Stockton College of New Jersey 1996 — 1998
Bachelor of Science, Business Management, Business Administration and Management, General, GPA 4.0
Todd Yazujian's Wells Fargo Experience 2000 - Present
Job Territory Manager Wells Fargo Equipment Financ Construction
Industry Financial Services
Experience
WELLS FARGO EQUIPMENT FINANCE 2000 - Present
Wells Fargo 2000 - Present
CIT September 2000 - July 2007
Skills
Commercial Lending, Credit Risk, Portfolio Management, Credit Analysis, Small Business Lending, Credit, Banking, Mortgage Lending, Loans, Asset Based Lending, Financial Analysis, Underwriting, Relationship Management, Risk Management, Loan Origination, Commercial Banking, Finance, Asset Management, Corporate Finance, Financial Structuring, New Business Development, Financial Services, Business Development, Insurance, Financial Risk, Capital Markets, Financial Modeling, Sales, Sales Management, Commercial Mortgages, Mergers & Acquisitions, Structured Finance, Restructuring, Funding, Cash Management, Executive Management, Lines Of Credit, Sales Operations
Education
Stockton University 1986 — 1988
BS, Marketing and Business Administration
WELLS FARGO EQUIPMENT FINANCE 2000 - Present
Wells Fargo 2000 - Present
CIT September 2000 - July 2007
Skills
Commercial Lending, Credit Risk, Portfolio Management, Credit Analysis, Small Business Lending, Credit, Banking, Mortgage Lending, Loans, Asset Based Lending, Financial Analysis, Underwriting, Relationship Management, Risk Management, Loan Origination, Commercial Banking, Finance, Asset Management, Corporate Finance, Financial Structuring, New Business Development, Financial Services, Business Development, Insurance, Financial Risk, Capital Markets, Financial Modeling, Sales, Sales Management, Commercial Mortgages, Mergers & Acquisitions, Structured Finance, Restructuring, Funding, Cash Management, Executive Management, Lines Of Credit, Sales Operations
Education
Stockton University 1986 — 1988
BS, Marketing and Business Administration
Laurie Kelly, SPHR's Wells Fargo Experience 1986 - 1988
Job Director Human Resources at Western Union
Industry Human Resources
Experience
Western Union April 2010 - November 2013
Lockheed Martin Space Systems Company June 2008 - March 2010
First Data Corporation/Western Union October 2001 - January 2008
Time Warner Telecom November 1997 - February 2001
Time Warner Cable August 1988 - February 1997
Wells Fargo 1986 - 1988
Skills
Employee Relations, Employee Engagement, Deferred Compensation, Talent Management, HRIS, Workforce Planning, Performance Management, Talent Acquisition, Organizational..., Succession Planning, Benefits Administration, Change Management, HR Consulting, Onboarding, Labor Relations, Executive Coaching, Human Resources, Employee Benefits, Employment Law, College Recruiting, Recruiting, Personnel Management, Leadership, Applicant Tracking..., Technical Recruiting, Leadership Development, Employee Training, PeopleSoft, Vendor Management, Organizational..., Compensation & Benefit, New Hire Orientations, Organizational Design, Performance Improvement, Interviews, HR Policies, Employer Branding, Temporary Placement, Executive Pay, FMLA, Career Development, Hiring, Job Descriptions, Taleo, Strategic HR, Internet Recruiting, Executive Search, Sourcing, HR Transformation
Education
Webster University 1993 — 1995
MA, Human Resources & Organization Development
Stephens College
BA, Business Administration
Western Union April 2010 - November 2013
Lockheed Martin Space Systems Company June 2008 - March 2010
First Data Corporation/Western Union October 2001 - January 2008
Time Warner Telecom November 1997 - February 2001
Time Warner Cable August 1988 - February 1997
Wells Fargo 1986 - 1988
Skills
Employee Relations, Employee Engagement, Deferred Compensation, Talent Management, HRIS, Workforce Planning, Performance Management, Talent Acquisition, Organizational..., Succession Planning, Benefits Administration, Change Management, HR Consulting, Onboarding, Labor Relations, Executive Coaching, Human Resources, Employee Benefits, Employment Law, College Recruiting, Recruiting, Personnel Management, Leadership, Applicant Tracking..., Technical Recruiting, Leadership Development, Employee Training, PeopleSoft, Vendor Management, Organizational..., Compensation & Benefit, New Hire Orientations, Organizational Design, Performance Improvement, Interviews, HR Policies, Employer Branding, Temporary Placement, Executive Pay, FMLA, Career Development, Hiring, Job Descriptions, Taleo, Strategic HR, Internet Recruiting, Executive Search, Sourcing, HR Transformation
Education
Webster University 1993 — 1995
MA, Human Resources & Organization Development
Stephens College
BA, Business Administration
Frank Mazziotta's Wells Fargo Experience January 2012 - January 2013
Job BDC Manager at T&T Coast Buick GMC
Industry Automotive
Experience
T&T Coast Buick GMC February 2014 - Present
Wells Fargo January 2012 - January 2013
AT&T January 2009 - January 2012
AmberSky Mortgage Solutions January 2007 - January 2009
AT&T January 1996 - January 2005
Skills
New Business Development, Internet Business..., Mortgage Lending, Loans, Credit, Refinance, Mortgage Banking, Loan Origination, FHA, Banking, Residential Mortgages, Investments, Credit Analysis, Portfolio Management
Education
Richard Stockton College of New Jersey 1988 — 1992
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
T&T Coast Buick GMC February 2014 - Present
Wells Fargo January 2012 - January 2013
AT&T January 2009 - January 2012
AmberSky Mortgage Solutions January 2007 - January 2009
AT&T January 1996 - January 2005
Skills
New Business Development, Internet Business..., Mortgage Lending, Loans, Credit, Refinance, Mortgage Banking, Loan Origination, FHA, Banking, Residential Mortgages, Investments, Credit Analysis, Portfolio Management
Education
Richard Stockton College of New Jersey 1988 — 1992
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Marianna Buzzerio's Wells Fargo Experience 2005 - 2005
Job Project and Program Managment Construction, Utilities Infrastructure, IT Infrastructure, Environmental
Industry Information Technology and Services
Experience
CSAA Insurance Group 2014 - Present
AAA NCNU 2011 - 2013
Eichleay 2008 - 2011
Charles Schwab 2007 - 2008
Virgin Mobile USA 2006 - 2007
Charles Schwab 2006 - 2006
Wells Fargo 2005 - 2005
Washington Mutual Bank 2005 - 2005
Charles Schwab 1999 - 2004
The Clorox Company 1998 - 1999
Skills
Vendor Management, Project Management, Software Documentation, Process Improvement, Agile Methodologies, Project Planning, SDLC, Training, Change Management, Team Leadership, Leadership, Business Analysis, Program Management, CRM, Business Strategy, Product Management, Team Building, Strategic Planning, Risk Management, Management
Education
Stevens Institute of Technology
Bachelor of Engineering (B.E.), Chemical Engineering
CSAA Insurance Group 2014 - Present
AAA NCNU 2011 - 2013
Eichleay 2008 - 2011
Charles Schwab 2007 - 2008
Virgin Mobile USA 2006 - 2007
Charles Schwab 2006 - 2006
Wells Fargo 2005 - 2005
Washington Mutual Bank 2005 - 2005
Charles Schwab 1999 - 2004
The Clorox Company 1998 - 1999
Skills
Vendor Management, Project Management, Software Documentation, Process Improvement, Agile Methodologies, Project Planning, SDLC, Training, Change Management, Team Leadership, Leadership, Business Analysis, Program Management, CRM, Business Strategy, Product Management, Team Building, Strategic Planning, Risk Management, Management
Education
Stevens Institute of Technology
Bachelor of Engineering (B.E.), Chemical Engineering
Courtney Seiter's Wells Fargo Experience February 2006 - August 2007
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Zecco Trading June 2009 - September 2012
Merrill Lynch 2008 - 2009
Wells Fargo February 2006 - August 2007
Iwerks Entertainment September 1995 - January 2000
Skills
Series 63, Series 7, FINRA, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Financial Services, Securities, Asset Managment, Financial Analysis, Financial Advisory, Trading, Options, Wealth Management, Investment Advisory
Education
Stephens College 1989 — 1991
Merrill Lynch June 2013 - Present
Zecco Trading June 2009 - September 2012
Merrill Lynch 2008 - 2009
Wells Fargo February 2006 - August 2007
Iwerks Entertainment September 1995 - January 2000
Skills
Series 63, Series 7, FINRA, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Financial Services, Securities, Asset Managment, Financial Analysis, Financial Advisory, Trading, Options, Wealth Management, Investment Advisory
Education
Stephens College 1989 — 1991
Rich Stec's Wells Fargo Experience August 2011 - Present
Job PKI Engineer at Wells Fargo Bank
Industry Computer Software
Experience
Wells Fargo August 2011 - Present
Lawson Software December 2007 - July 2011
Carlson Marketing Group January 2005 - December 2007
Skills
Information Security, PCI DSS, CISSP, Security, Enterprise Architecture, Identity Management, PKI, Computer Security, Information Security..., Business Continuity, Network Security, Disaster Recovery, IT Management, Firewalls
Education
Stevens Institute of Technology 1981 — 1985
Bachelor Engineering, Engineering Physics
Wells Fargo August 2011 - Present
Lawson Software December 2007 - July 2011
Carlson Marketing Group January 2005 - December 2007
Skills
Information Security, PCI DSS, CISSP, Security, Enterprise Architecture, Identity Management, PKI, Computer Security, Information Security..., Business Continuity, Network Security, Disaster Recovery, IT Management, Firewalls
Education
Stevens Institute of Technology 1981 — 1985
Bachelor Engineering, Engineering Physics
Allison Thoms's Wells Fargo Experience October 2010 - Present
Job Private Bank Underwriter at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2010 - Present
Wells Fargo July 2008 - October 2010
Wells Fargo Home Mortgage April 2006 - July 2008
Education
Stockton University 2000 — 2004
Wells Fargo October 2010 - Present
Wells Fargo July 2008 - October 2010
Wells Fargo Home Mortgage April 2006 - July 2008
Education
Stockton University 2000 — 2004
Holly Rieser's Wells Fargo Experience April 2004 - August 2007
Job Commissioned Bank Examiner at Federal Reserve Bank of St. Louis
Industry Banking
Experience
Federal Reserve Bank of St. Louis December 2013 - Present
Federal Reserve Bank of St. Louis August 2012 - December 2013
Federal Reserve Bank of St. Louis August 2009 - August 2012
Sterling Bank August 2007 - January 2009
Wells Fargo April 2004 - August 2007
Southwest Bank of St. Louis January 2001 - March 2004
Skills
Banking, Financial Analysis, Commercial Banking, Financial Modeling, Loans, Credit Risk
Education
Webster University 2007 — 2009
MBA
Stetson University 1995 — 2000
BBA, Finance
Parkway Central 1993 — 1995
Principia
Federal Reserve Bank of St. Louis December 2013 - Present
Federal Reserve Bank of St. Louis August 2012 - December 2013
Federal Reserve Bank of St. Louis August 2009 - August 2012
Sterling Bank August 2007 - January 2009
Wells Fargo April 2004 - August 2007
Southwest Bank of St. Louis January 2001 - March 2004
Skills
Banking, Financial Analysis, Commercial Banking, Financial Modeling, Loans, Credit Risk
Education
Webster University 2007 — 2009
MBA
Stetson University 1995 — 2000
BBA, Finance
Parkway Central 1993 — 1995
Principia
Ed Sawada's Wells Fargo Experience 1994 - 1996
Job Systems Consultant at T Rowe Price
Industry Financial Services
Experience
T Rowe Price December 2011 - Present
T. Rowe Price February 2001 - December 2011
Acuity, Inc. June 2000 - June 2001
Euler American Credit Indemnity April 1999 - June 2000
Matrix Technical Solutions March 1996 - April 1999
Wells Fargo 1994 - 1996
Zurich North America 1992 - 1994
Skills
Programming, Systems Analysis, Large Systems..., Sybase, Microsoft SQL Server, Oracle, Unix, Perl, CGI/Perl, HTML, XML, Sed, Awk, .NET, VB.NET, C#, IT Solutions, Project Management, Charles River IMS, Business Analysis, Trading Systems, Message Queue, OS X, Windows 7, Power Builder, Budget Monitoring, Budget Forecasts, Requirements Gathering, Requirements Analysis, CRM, SDLC, Trading, Fixed Income, Integration, Process Improvement, Portfolio Management, Visio, Equities, Databases, Agile & Waterfall...
Education
Stevenson University 1992 — 1994
Bachelor of Science (BS), Computer Information Systems
Towson University 1987 — 1992
Bachelor of Science (BS), Strategic Management
Loyola High School 1980 — 1987
T Rowe Price December 2011 - Present
T. Rowe Price February 2001 - December 2011
Acuity, Inc. June 2000 - June 2001
Euler American Credit Indemnity April 1999 - June 2000
Matrix Technical Solutions March 1996 - April 1999
Wells Fargo 1994 - 1996
Zurich North America 1992 - 1994
Skills
Programming, Systems Analysis, Large Systems..., Sybase, Microsoft SQL Server, Oracle, Unix, Perl, CGI/Perl, HTML, XML, Sed, Awk, .NET, VB.NET, C#, IT Solutions, Project Management, Charles River IMS, Business Analysis, Trading Systems, Message Queue, OS X, Windows 7, Power Builder, Budget Monitoring, Budget Forecasts, Requirements Gathering, Requirements Analysis, CRM, SDLC, Trading, Fixed Income, Integration, Process Improvement, Portfolio Management, Visio, Equities, Databases, Agile & Waterfall...
Education
Stevenson University 1992 — 1994
Bachelor of Science (BS), Computer Information Systems
Towson University 1987 — 1992
Bachelor of Science (BS), Strategic Management
Loyola High School 1980 — 1987
Christopher Mattina's Wells Fargo Experience April 2013 - December 2014
Job Private Client Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2014 - Present
Wells Fargo April 2013 - December 2014
JPMorgan Chase November 2009 - April 2013
Bank of America September 2008 - March 2009
Smith Barney May 2007 - September 2008
TD Ameritrade February 2006 - April 2007
Ameriprise Financial May 2004 - February 2006
Skills
Series 7, Series 63, Banking, Financial Services
Education
Stony Brook University 2000 — 2005
B.A, Economics
JPMorgan Chase & Co. December 2014 - Present
Wells Fargo April 2013 - December 2014
JPMorgan Chase November 2009 - April 2013
Bank of America September 2008 - March 2009
Smith Barney May 2007 - September 2008
TD Ameritrade February 2006 - April 2007
Ameriprise Financial May 2004 - February 2006
Skills
Series 7, Series 63, Banking, Financial Services
Education
Stony Brook University 2000 — 2005
B.A, Economics
Denise Ferreira Carder's Wells Fargo Experience April 2010 - Present
Job at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2010 - Present
Nomura August 2009 - March 2010
UBS Investment Bank July 2004 - August 2009
Citigroup February 2002 - July 2004
Skills
MBS, Fixed Income, Equities, Capital Markets, Investment Banking, Options, Securities, Middle Office, Series 7, Bonds, Financial Risk, Derivatives, Banking, Trading, Financial Markets, Financial Services, Bloomberg, Prime Brokerage, Trading Systems
Education
Stony Brook University 1997 — 2001
BS, Business Management
Manhattan Center 1993 — 1997
Wells Fargo April 2010 - Present
Nomura August 2009 - March 2010
UBS Investment Bank July 2004 - August 2009
Citigroup February 2002 - July 2004
Skills
MBS, Fixed Income, Equities, Capital Markets, Investment Banking, Options, Securities, Middle Office, Series 7, Bonds, Financial Risk, Derivatives, Banking, Trading, Financial Markets, Financial Services, Bloomberg, Prime Brokerage, Trading Systems
Education
Stony Brook University 1997 — 2001
BS, Business Management
Manhattan Center 1993 — 1997
Robert Rizzo's Wells Fargo Experience September 2010 - Present
Job Vice President at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo September 2010 - Present
Sagasis LLC November 2006 - October 2010
Wachovia Securities, LLC November 1995 - November 2006
Bear Stearns October 1994 - October 1995
Morgan Stanley 1992 - 1994
Education
Stony Brook University 1987 — 1992
BS, Computer Science
Wells Fargo September 2010 - Present
Sagasis LLC November 2006 - October 2010
Wachovia Securities, LLC November 1995 - November 2006
Bear Stearns October 1994 - October 1995
Morgan Stanley 1992 - 1994
Education
Stony Brook University 1987 — 1992
BS, Computer Science
Steven Herba's Wells Fargo Experience January 2012 - Present
Job Technology Relationship Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2012 - Present
Wells Fargo April 2009 - December 2011
Wachovia Bank October 2007 - April 2009
Bank of America July 2004 - October 2007
Bank of America May 2003 - June 2004
Bank of America March 2002 - May 2003
Bank of America March 2001 - March 2002
Bank of America October 1999 - March 2001
Skills
Program Management, Strategic Planning, Architecture, SDLC, Vendor Management, Enterprise Architecture, Risk Management, IT Strategy, Banking, Business Analysis, Process Improvement, Financial Services, Visio, PMP, Portfolio Management, Financial Risk, Relationship Management, Project Management, IT Management, Business Process..., Data Center, Disaster Recovery, ITIL, Management, PMO, Project Portfolio..., Strategy
Education
Stony Brook University 1990 — 1995
BS, Psychology / Biology
Stony Brook University
Wells Fargo January 2012 - Present
Wells Fargo April 2009 - December 2011
Wachovia Bank October 2007 - April 2009
Bank of America July 2004 - October 2007
Bank of America May 2003 - June 2004
Bank of America March 2002 - May 2003
Bank of America March 2001 - March 2002
Bank of America October 1999 - March 2001
Skills
Program Management, Strategic Planning, Architecture, SDLC, Vendor Management, Enterprise Architecture, Risk Management, IT Strategy, Banking, Business Analysis, Process Improvement, Financial Services, Visio, PMP, Portfolio Management, Financial Risk, Relationship Management, Project Management, IT Management, Business Process..., Data Center, Disaster Recovery, ITIL, Management, PMO, Project Portfolio..., Strategy
Education
Stony Brook University 1990 — 1995
BS, Psychology / Biology
Stony Brook University
John Meffert's Wells Fargo Experience June 2011 - August 2014
Job Vice President, Financial Advisor Merrill Lynch Wealth Management
Industry Banking
Experience
Merrill Lynch August 2014 - Present
Wells Fargo June 2011 - August 2014
Regions Bank June 2010 - June 2011
Regions Bank October 2007 - June 2010
Skills
Wealth Management, Series 7, Private Banking, Estate Planning, Life and Health..., Trusts, Investments, Wealth Management..., High Net Worth..., Asset Allocation, Retirement Planning, Securities, Investment Advisory, Series 63, Mutual Funds, Financial Advisory
Education
Stetson University College of Law 2003 — 2005
JD, Law
University of Florida 1998 — 2000
Master's degree, Exercise and Sports Sciences
University of Florida 1994 — 1998
B.S., Marketing
Merrill Lynch August 2014 - Present
Wells Fargo June 2011 - August 2014
Regions Bank June 2010 - June 2011
Regions Bank October 2007 - June 2010
Skills
Wealth Management, Series 7, Private Banking, Estate Planning, Life and Health..., Trusts, Investments, Wealth Management..., High Net Worth..., Asset Allocation, Retirement Planning, Securities, Investment Advisory, Series 63, Mutual Funds, Financial Advisory
Education
Stetson University College of Law 2003 — 2005
JD, Law
University of Florida 1998 — 2000
Master's degree, Exercise and Sports Sciences
University of Florida 1994 — 1998
B.S., Marketing
Kabir Kazimi's Wells Fargo Experience November 2009 - May 2010
Job Oracle Database Application's DBA and Weblogic Admin
Industry Information Technology and Services
Experience
McKesson September 2012 - Present
Kaiser Permanente December 2010 - August 2012
Wells Fargo November 2009 - May 2010
Oracle Corporation May 2007 - June 2009
Longs Drugs November 2006 - May 2007
Bank of the West November 2003 - September 2006
Skills
ETL, Solaris, PL/SQL, Oracle, Oracle RAC, Data Modeling, Unix, Performance Tuning, Data Warehousing, RMAN, Database Administration, Databases, Database Design, SQL, Disaster Recovery, Weblogic Administration, WebSphere Application..., High Availability, Weblogic, AIX, Data Migration, SQL Tuning
Education
Stony Brook University 1988 — 1993
Batchelor, Engineering
Stony Brook University
Bachelor of Science, Engineering
McKesson September 2012 - Present
Kaiser Permanente December 2010 - August 2012
Wells Fargo November 2009 - May 2010
Oracle Corporation May 2007 - June 2009
Longs Drugs November 2006 - May 2007
Bank of the West November 2003 - September 2006
Skills
ETL, Solaris, PL/SQL, Oracle, Oracle RAC, Data Modeling, Unix, Performance Tuning, Data Warehousing, RMAN, Database Administration, Databases, Database Design, SQL, Disaster Recovery, Weblogic Administration, WebSphere Application..., High Availability, Weblogic, AIX, Data Migration, SQL Tuning
Education
Stony Brook University 1988 — 1993
Batchelor, Engineering
Stony Brook University
Bachelor of Science, Engineering
Gene Letts's Wells Fargo Experience August 2005 - Present
Job Applications Architect at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2005 - Present
Harrah's Entertainment January 1998 - August 2005
Palarco, Inc May 1993 - January 1998
Logical Solutions International, Inc. October 1992 - May 1993
Resorts International January 1990 - October 1992
Trump PLaza 1987 - 1990
Skills
Oracle, Java, RPG, Weblogic, DB2, TIBCO Business Studio, Unix
Education
Stockton University 1982 — 1986
Bachelor of Science, Information Systems
Richard Stockton College
Bachelor of Science (B.S.), Information Technology
Wells Fargo August 2005 - Present
Harrah's Entertainment January 1998 - August 2005
Palarco, Inc May 1993 - January 1998
Logical Solutions International, Inc. October 1992 - May 1993
Resorts International January 1990 - October 1992
Trump PLaza 1987 - 1990
Skills
Oracle, Java, RPG, Weblogic, DB2, TIBCO Business Studio, Unix
Education
Stockton University 1982 — 1986
Bachelor of Science, Information Systems
Richard Stockton College
Bachelor of Science (B.S.), Information Technology
Cynthia D. Soltis's Wells Fargo Experience May 2009 - March 2012
Job Treasury Management Business Integration Lead
Industry Banking
Experience
Wells Fargo May 2009 - March 2012
Bank of America 2002 - 2009
FleetBoston Financial - Global Treasury Services January 2000 - January 2002
FleetBoston Financial - Cash Management January 1996 - January 2000
NatWest Bank January 1992 - January 1996
Guarantee Bank January 1981 - January 1992
Skills
Proficient in Microsoft..., Product Management, Cash Management, Cross-functional Team..., Commercial Banking, Treasury Services, Strategy, Microsoft Excel, PowerPoint, Leadership, Business Analysis, Banking, Mergers & Acquisitions, Financial Services, Management, Business Strategy
Education
Richard Stockton College of New Jersey 1977 — 1981
Bachelor of Science
Wells Fargo May 2009 - March 2012
Bank of America 2002 - 2009
FleetBoston Financial - Global Treasury Services January 2000 - January 2002
FleetBoston Financial - Cash Management January 1996 - January 2000
NatWest Bank January 1992 - January 1996
Guarantee Bank January 1981 - January 1992
Skills
Proficient in Microsoft..., Product Management, Cash Management, Cross-functional Team..., Commercial Banking, Treasury Services, Strategy, Microsoft Excel, PowerPoint, Leadership, Business Analysis, Banking, Mergers & Acquisitions, Financial Services, Management, Business Strategy
Education
Richard Stockton College of New Jersey 1977 — 1981
Bachelor of Science
Joanna Petroff's Wells Fargo Experience October 2000 - November 2003
Job Workforce Management Specialist at The Mirage
Industry Hospitality
Experience
The Mirage July 2015 - Present
MGM Resorts International November 2013 - July 2015
The Mirage August 2010 - November 2013
The Mirage October 2009 - August 2010
Luxottica Group January 2005 - October 2009
The Art Institutes July 2002 - April 2004
Wells Fargo October 2000 - November 2003
Skills
Management, Human Resources, Administrative..., Customer Service, Employee Training, Time Management, Payroll, PowerPoint, Sales, Microsoft Excel, Leadership, Hospitality, Teamwork, Budgets, Employee Relations, Microsoft Office, Operations Management, Social Media, Team Building, Team Leadership, Training, Event Management, Event Planning, Marketing, Outlook, Microsoft Word, Recruiting, Public Speaking, Project Planning
Education
Stony Brook University 1989 — 1993
Bachelors, English
The Mirage July 2015 - Present
MGM Resorts International November 2013 - July 2015
The Mirage August 2010 - November 2013
The Mirage October 2009 - August 2010
Luxottica Group January 2005 - October 2009
The Art Institutes July 2002 - April 2004
Wells Fargo October 2000 - November 2003
Skills
Management, Human Resources, Administrative..., Customer Service, Employee Training, Time Management, Payroll, PowerPoint, Sales, Microsoft Excel, Leadership, Hospitality, Teamwork, Budgets, Employee Relations, Microsoft Office, Operations Management, Social Media, Team Building, Team Leadership, Training, Event Management, Event Planning, Marketing, Outlook, Microsoft Word, Recruiting, Public Speaking, Project Planning
Education
Stony Brook University 1989 — 1993
Bachelors, English
Karen L. Dee's Wells Fargo Experience December 2004 - October 2006
Job Leadership. Coaching. High Performance Team Building. Financial Expertise. Diversity.
Industry Management Consulting
Experience
Accendo Leadership Advisory Group May 2015 - Present
Marshall Goldsmith Stakeholder Centered Coaching March 2015 - Present
Fifth Third Bank September 2014 - March 2015
Fifth Third Bank September 2012 - September 2014
Fifth Third Bank March 2011 - September 2012
Fifth Third January 2009 - March 2011
Fifth Third Bank January 2007 - January 2009
Fifth Third Bank October 2006 - January 2007
Wells Fargo December 2004 - October 2006
Wells Fargo July 2002 - November 2004
Skills
Strategic Vision, Operational Excellence, Operational Execution, Growth Strategies, Business Development, Marketing, Talent Management, Compensation Structures, Risk Management, Recruiting, P&L Management, Exceed Sales Goals, Product Development, Project Management, Leadership, Team Leadership, Leadership Development, Cross-functional Team..., Strategic Leadership, Thought Leadership, Team Building, Team Management, Financial Analysis, Operational Efficiency, Restructuring, Business Metrics, New Business Development, Commercial Lending, Banking, Loans, Strategic Planning, Retail Banking, Management, Commercial Banking
Education
Stetson University 1979 — 1983
Bachelor of Business Administration (BBA), Finance
Accendo Leadership Advisory Group May 2015 - Present
Marshall Goldsmith Stakeholder Centered Coaching March 2015 - Present
Fifth Third Bank September 2014 - March 2015
Fifth Third Bank September 2012 - September 2014
Fifth Third Bank March 2011 - September 2012
Fifth Third January 2009 - March 2011
Fifth Third Bank January 2007 - January 2009
Fifth Third Bank October 2006 - January 2007
Wells Fargo December 2004 - October 2006
Wells Fargo July 2002 - November 2004
Skills
Strategic Vision, Operational Excellence, Operational Execution, Growth Strategies, Business Development, Marketing, Talent Management, Compensation Structures, Risk Management, Recruiting, P&L Management, Exceed Sales Goals, Product Development, Project Management, Leadership, Team Leadership, Leadership Development, Cross-functional Team..., Strategic Leadership, Thought Leadership, Team Building, Team Management, Financial Analysis, Operational Efficiency, Restructuring, Business Metrics, New Business Development, Commercial Lending, Banking, Loans, Strategic Planning, Retail Banking, Management, Commercial Banking
Education
Stetson University 1979 — 1983
Bachelor of Business Administration (BBA), Finance
Angela Jacob's Wells Fargo Experience May 2006 - August 2009
Job Middle Office Associate
Industry Financial Services
Experience
Fannie Mae May 2010 - Present
Wells Fargo May 2006 - August 2009
Morgan Stanley February 2004 - May 2006
Washington Mutual, Inc June 2003 - February 2004
T. Rowe Price September 2002 - June 2003
T. Rowe Price September 2001 - September 2002
Baltimore Investment Services March 2000 - September 2001
Skills
Securities, Portfolio Management, Mutual Funds, Fixed Income, Bonds, Investments, Credit, Financial Analysis, Finance, Derivatives, Banking, Loans, Analysis, Cash Management, Financial Services, Structured Finance, Capital Markets
Education
State University of New York at Stony Brook 1994 — 1998
B.A, Religious Studies
Fannie Mae May 2010 - Present
Wells Fargo May 2006 - August 2009
Morgan Stanley February 2004 - May 2006
Washington Mutual, Inc June 2003 - February 2004
T. Rowe Price September 2002 - June 2003
T. Rowe Price September 2001 - September 2002
Baltimore Investment Services March 2000 - September 2001
Skills
Securities, Portfolio Management, Mutual Funds, Fixed Income, Bonds, Investments, Credit, Financial Analysis, Finance, Derivatives, Banking, Loans, Analysis, Cash Management, Financial Services, Structured Finance, Capital Markets
Education
State University of New York at Stony Brook 1994 — 1998
B.A, Religious Studies
Yvonne Belizario's Wells Fargo Experience September 2009 - July 2012
Job Treasury Service Associate at Wells Fargo Bank NA
Industry Banking
Experience
Wells Fargo Bank NA July 2012 - Present
Wells Fargo September 2009 - July 2012
Wells Fargo August 2006 - September 2009
Skills
Nonprofits, Entrepreneurship, Teaching, Mortgage Banking, Politics, Banking, Residential Mortgages, Commercial Lending
Education
Stony Brook University 1999 — 2003
Bachelor's, Political Science
Wells Fargo Bank NA July 2012 - Present
Wells Fargo September 2009 - July 2012
Wells Fargo August 2006 - September 2009
Skills
Nonprofits, Entrepreneurship, Teaching, Mortgage Banking, Politics, Banking, Residential Mortgages, Commercial Lending
Education
Stony Brook University 1999 — 2003
Bachelor's, Political Science
Nathan Tam's Wells Fargo Experience June 2010 - Present
Job System Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2010 - Present
US Airways October 2009 - October 2010
Applied Materials 1992 - 2009
Aetna 1989 - 1992
State University of New York 1986 - 1988
Education
Western International University 1998 — 2000
MBA
Stony Brook University 1987 — 1989
MS
Stony Brook University 1984 — 1987
BS
Wells Fargo June 2010 - Present
US Airways October 2009 - October 2010
Applied Materials 1992 - 2009
Aetna 1989 - 1992
State University of New York 1986 - 1988
Education
Western International University 1998 — 2000
MBA
Stony Brook University 1987 — 1989
MS
Stony Brook University 1984 — 1987
BS
patricia cowart's Wells Fargo Experience 2013 - Present
Job Special Company Counsel at Wells Fargo
Industry Legal Services
Experience
Wells Fargo 2013 - Present
Wells Fargo Advisors 2009 - 2013
Wachovia Securities March 2004 - December 2008
UBS 1988 - 2004
Ruden McClosky October 1982 - December 1987
Education
University of Florida - Fredric G. Levin College of Law 1976 — 1978
J.D.
Stetson University 1971 — 1975
BA, Political Science, Spanish
Wells Fargo 2013 - Present
Wells Fargo Advisors 2009 - 2013
Wachovia Securities March 2004 - December 2008
UBS 1988 - 2004
Ruden McClosky October 1982 - December 1987
Education
University of Florida - Fredric G. Levin College of Law 1976 — 1978
J.D.
Stetson University 1971 — 1975
BA, Political Science, Spanish
Abaid Rehman's Wells Fargo Experience November 2008 - October 2009
Job Entrepreneur
Industry Hospitality
Experience
Jan Motors September 2013 - Present
Grand Roosevelt Ballroom April 2012 - Present
JP Morgan Chase March 2010 - January 2013
JPMorgan Chase October 2009 - March 2011
Wells Fargo November 2008 - October 2009
Skills
Credit, Fixed Income, Equities, Portfolio Management, Series 6, Series 63, Insurance, Leadership, Customer Service
Education
Stony Brook University 2004 — 2008
BA, Business Management, Finance
Jan Motors September 2013 - Present
Grand Roosevelt Ballroom April 2012 - Present
JP Morgan Chase March 2010 - January 2013
JPMorgan Chase October 2009 - March 2011
Wells Fargo November 2008 - October 2009
Skills
Credit, Fixed Income, Equities, Portfolio Management, Series 6, Series 63, Insurance, Leadership, Customer Service
Education
Stony Brook University 2004 — 2008
BA, Business Management, Finance
Gentry Byrnes's Wells Fargo Experience 2010 - 2012
Job Chief Fiduciary Officer at Raymond James Trust, NA
Industry Investment Management
Experience
Raymond James Trust, NA January 2013 - Present
Wells Fargo 2010 - 2012
Wachovia Trust 2005 - 2010
Bank of America 2001 - 2005
Fisher & Sauls, PA 1994 - 2001
Skills
Estate Planning, Elder Law, Fiduciary Management, Trusts, Wills, Estate Administration, Asset Protection, High Net Worth..., Wealth Management, Trust Services, Wealth Management..., Estate Law, Financial Advisory, Fiduciary, Retirement Planning, Wealth, Risk Management, Investment Advisory, Asset Allocation, Securities, Series 7, Investment Management, Financial Planners, Investments, Retirement
Education
Stetson University College of Law 1991 — 1993
JD
Stetson University 1986 — 1990
BA, Pyschology/Business
Raymond James Trust, NA January 2013 - Present
Wells Fargo 2010 - 2012
Wachovia Trust 2005 - 2010
Bank of America 2001 - 2005
Fisher & Sauls, PA 1994 - 2001
Skills
Estate Planning, Elder Law, Fiduciary Management, Trusts, Wills, Estate Administration, Asset Protection, High Net Worth..., Wealth Management, Trust Services, Wealth Management..., Estate Law, Financial Advisory, Fiduciary, Retirement Planning, Wealth, Risk Management, Investment Advisory, Asset Allocation, Securities, Series 7, Investment Management, Financial Planners, Investments, Retirement
Education
Stetson University College of Law 1991 — 1993
JD
Stetson University 1986 — 1990
BA, Pyschology/Business
Steve Goltsman's Wells Fargo Experience February 2013 - August 2014
Job Regional Bank Private Banker at Wells Fargo
Industry Financial Services
Experience
OnDeck January 2015 - Present
Wells Fargo February 2013 - August 2014
JPMorgan Chase January 2012 - February 2013
chase September 2010 - January 2012
AXA Advisors January 2010 - September 2010
Equinox February 2009 - September 2010
Skills
Investments, Retirement Planning, Coaching, Personal Training, Public Speaking, Loans, Sales, Finance, Life Insurance, Financial Analysis, Strategic Financial..., Small Business, Fitness, Leadership, Banking
Education
State University of New York at Stony Brook 2004 — 2008
BS, Business Administration and Management, General
OnDeck January 2015 - Present
Wells Fargo February 2013 - August 2014
JPMorgan Chase January 2012 - February 2013
chase September 2010 - January 2012
AXA Advisors January 2010 - September 2010
Equinox February 2009 - September 2010
Skills
Investments, Retirement Planning, Coaching, Personal Training, Public Speaking, Loans, Sales, Finance, Life Insurance, Financial Analysis, Strategic Financial..., Small Business, Fitness, Leadership, Banking
Education
State University of New York at Stony Brook 2004 — 2008
BS, Business Administration and Management, General
Eileen Goldsworthy, CPA's Wells Fargo Experience February 1998 - May 2004
Job Wells Fargo & Company
Industry Banking
Experience
Wells Fargo & Company May 2004 - Present
Wells Fargo February 1998 - May 2004
Wells Fargo November 1994 - February 1998
The Calvert Group 1992 - 1994
Skills
Portfolio Management, Financial Analysis, GAAP, Accounting, Mutual Funds, Financial Statements, Financial Reporting, Financial Services
Education
Stetson University 1982 — 1987
Bachelor of Business Administration, Finance
Wells Fargo & Company May 2004 - Present
Wells Fargo February 1998 - May 2004
Wells Fargo November 1994 - February 1998
The Calvert Group 1992 - 1994
Skills
Portfolio Management, Financial Analysis, GAAP, Accounting, Mutual Funds, Financial Statements, Financial Reporting, Financial Services
Education
Stetson University 1982 — 1987
Bachelor of Business Administration, Finance
Barbara Harding's Wells Fargo Experience November 2013 - Present
Job Business Banking Manager Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2013 - Present
Wells Fargo June 2012 - November 2013
RBC Bank (later acquired by PNC Bank) July 2008 - June 2012
KeyBank Real Estate Capital July 2003 - December 2007
Bank of America July 1996 - March 2003
First Union National Bank (Wachovia - Wells Fargo) July 1994 - July 1996
Barnett Bank (NationsBank, Bank of America) May 1988 - July 1994
Skills
Financial Services, Commercial Real Estate, Credit, Banking, Loans, Real Estate, Mergers & Acquisitions, Credit Analysis, Financial Risk, Risk Management, Commercial Banking, Underwriting, Strategic Planning, Commercial Lending, Credit Risk, Portfolio Management, Leadership, Management, Due Diligence, Small Business Lending, Commercial Mortgages, Loan Origination, Mortgage Lending
Education
Stetson University 1984 — 1988
BBA, Finance
Wells Fargo November 2013 - Present
Wells Fargo June 2012 - November 2013
RBC Bank (later acquired by PNC Bank) July 2008 - June 2012
KeyBank Real Estate Capital July 2003 - December 2007
Bank of America July 1996 - March 2003
First Union National Bank (Wachovia - Wells Fargo) July 1994 - July 1996
Barnett Bank (NationsBank, Bank of America) May 1988 - July 1994
Skills
Financial Services, Commercial Real Estate, Credit, Banking, Loans, Real Estate, Mergers & Acquisitions, Credit Analysis, Financial Risk, Risk Management, Commercial Banking, Underwriting, Strategic Planning, Commercial Lending, Credit Risk, Portfolio Management, Leadership, Management, Due Diligence, Small Business Lending, Commercial Mortgages, Loan Origination, Mortgage Lending
Education
Stetson University 1984 — 1988
BBA, Finance
Helen Epting's Wells Fargo Experience 1997 - 1999
Job at Northrop Grumman Corporation
Industry Internet
Experience
Northrop Grumman Information Systems October 2010 - Present
AOL March 2003 - October 2010
Virtualogic 2000 - 2003
Wells Fargo 1997 - 1999
Education
Stephens College 1977 — 1980
BA, Business, Marketing
Northrop Grumman Information Systems October 2010 - Present
AOL March 2003 - October 2010
Virtualogic 2000 - 2003
Wells Fargo 1997 - 1999
Education
Stephens College 1977 — 1980
BA, Business, Marketing
Polina Ledwon, CIA's Wells Fargo Experience March 2014 - Present
Job Audit Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Wells Fargo May 2013 - March 2014
Caesars Entertainment Corporation May 2009 - May 2013
Caesars Entertainment Corporation May 2008 - May 2009
Skills
Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley, Financial Reporting, Accounting, Fraud, Financial Analysis, General Ledger, Risk Assessment, Risk Management, Analysis, Process Improvement, Casino, Finance, Financial Audits, Quality Auditing, Management
Education
Stockton University 2006 — 2008
BS, Finance
South Ural Institute of Economics and Management
Bachelor of Arts (B.A.), Hotel Management / Language Arts
Wells Fargo March 2014 - Present
Wells Fargo May 2013 - March 2014
Caesars Entertainment Corporation May 2009 - May 2013
Caesars Entertainment Corporation May 2008 - May 2009
Skills
Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley, Financial Reporting, Accounting, Fraud, Financial Analysis, General Ledger, Risk Assessment, Risk Management, Analysis, Process Improvement, Casino, Finance, Financial Audits, Quality Auditing, Management
Education
Stockton University 2006 — 2008
BS, Finance
South Ural Institute of Economics and Management
Bachelor of Arts (B.A.), Hotel Management / Language Arts
Adam Zetzer's Wells Fargo Experience July 2010 - April 2015
Job Fifth Third Bank
Industry Financial Services
Experience
5/3 Bank April 2015 - Present
Wells Fargo July 2010 - April 2015
Morgan Stanley June 2007 - July 2010
Education
Towson University 2004 — 2007
BS, Business Administration with Marketing Concentration
Stony Brook University 2002 — 2004
5/3 Bank April 2015 - Present
Wells Fargo July 2010 - April 2015
Morgan Stanley June 2007 - July 2010
Education
Towson University 2004 — 2007
BS, Business Administration with Marketing Concentration
Stony Brook University 2002 — 2004
James Haskins's Wells Fargo Experience January 2012 - August 2013
Job Compliance Product Support Manager at MoneyGram International
Industry Financial Services
Experience
MoneyGram International October 2013 - Present
Wells Fargo January 2012 - August 2013
Wells Fargo June 2010 - January 2012
Bank of America June 2008 - October 2009
U.S. Trust April 2006 - May 2008
Grant Thornton, LLP February 2005 - April 2006
Deloitte Tax, LLP August 2003 - February 2005
PricewaterhouseCoopers November 2002 - August 2003
Wachovia Bank October 2001 - November 2002
Education
University of Miami School of Law 2000 — 2001
Master of Laws, Taxation
University of Florida - Fredric G. Levin College of Law 1998 — 2000
Juris Doctorate, Law
University of Florida 1996 — 1997
Master, Accounting
Stetson University 1995 — 1996
BBA, Accounting
MoneyGram International October 2013 - Present
Wells Fargo January 2012 - August 2013
Wells Fargo June 2010 - January 2012
Bank of America June 2008 - October 2009
U.S. Trust April 2006 - May 2008
Grant Thornton, LLP February 2005 - April 2006
Deloitte Tax, LLP August 2003 - February 2005
PricewaterhouseCoopers November 2002 - August 2003
Wachovia Bank October 2001 - November 2002
Education
University of Miami School of Law 2000 — 2001
Master of Laws, Taxation
University of Florida - Fredric G. Levin College of Law 1998 — 2000
Juris Doctorate, Law
University of Florida 1996 — 1997
Master, Accounting
Stetson University 1995 — 1996
BBA, Accounting
Justin Dannecker's Wells Fargo Experience May 2005 - August 2005
Job National Accounts Director
Industry Cosmetics
Experience
Fallene, Ltd. July 2011 - Present
Fallene, Ltd. July 2011 - June 2012
Fallene, Ltd. November 2009 - June 2011
Educational Experiences November 2006 - May 2007
Roland George Investment Program August 2006 - May 2007
Wells Fargo May 2005 - August 2005
Skills
Sales, Competitive Analysis, Brand Management, Account Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Social Media Marketing, Sales Management, Sales Operations, International Sales, Business Analysis, QuickBooks, Skin Care Products, Product Management, Product Marketing, Salesforce.com, Sun Care, Salesforce.com..., Brand Development..., Strategic Sales..., National Account..., Beauty Industry, Sales Channel..., Advertising, Cooperative Marketing, Trade Shows, Business Development, Google Analytics, Google Adwords, Google Docs
Education
Stetson University 2003 — 2007
BBA, Finance
Westtown School 1999 — 2003
Fallene, Ltd. July 2011 - Present
Fallene, Ltd. July 2011 - June 2012
Fallene, Ltd. November 2009 - June 2011
Educational Experiences November 2006 - May 2007
Roland George Investment Program August 2006 - May 2007
Wells Fargo May 2005 - August 2005
Skills
Sales, Competitive Analysis, Brand Management, Account Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Social Media Marketing, Sales Management, Sales Operations, International Sales, Business Analysis, QuickBooks, Skin Care Products, Product Management, Product Marketing, Salesforce.com, Sun Care, Salesforce.com..., Brand Development..., Strategic Sales..., National Account..., Beauty Industry, Sales Channel..., Advertising, Cooperative Marketing, Trade Shows, Business Development, Google Analytics, Google Adwords, Google Docs
Education
Stetson University 2003 — 2007
BBA, Finance
Westtown School 1999 — 2003
Jeremy Ohore's Wells Fargo Experience October 2009 - April 2010
Job Account Manager at Axelon Services Corp.
Industry Human Resources
Experience
Axelon Services Corp. May 2012 - Present
Axelon Services Corp. November 2010 - May 2012
Wells Fargo October 2009 - April 2010
Education
State University of New York at Stony Brook 2009 — 2010
Masters, Human Resource Management
State University of New York at Stony Brook 2005 — 2009
Bachelor's degree, Sociology
Axelon Services Corp. May 2012 - Present
Axelon Services Corp. November 2010 - May 2012
Wells Fargo October 2009 - April 2010
Education
State University of New York at Stony Brook 2009 — 2010
Masters, Human Resource Management
State University of New York at Stony Brook 2005 — 2009
Bachelor's degree, Sociology
Stephanie Sledzik's Wells Fargo Experience October 2010 - September 2011
Job Owner at Eastern Shore Builders Group LLC
Industry Construction
Experience
Eastern Shore Builders Group LLC November 2011 - Present
Wells Fargo October 2010 - September 2011
Sovereign Bank 2007 - 2010
Skills
Banking, Retail Banking, Customer Service, Customer Satisfaction, Cross Selling, Management, Bookkeeping
Education
Stockton University 2003 — 2007
Bachelor, Business management
Eastern Shore Builders Group LLC November 2011 - Present
Wells Fargo October 2010 - September 2011
Sovereign Bank 2007 - 2010
Skills
Banking, Retail Banking, Customer Service, Customer Satisfaction, Cross Selling, Management, Bookkeeping
Education
Stockton University 2003 — 2007
Bachelor, Business management
Arshundria Brewster's Wells Fargo Experience February 2009 - August 2009
Job Experienced Customer Service/ Experienced Data Entry
Industry Financial Services
Experience
Birmingham Water Works August 2011 - October 2011
Birmingham Water Works August 2011 - October 2011
Regions Financial Corporation November 2010 - February 2011
Regions Bank November 2010 - February 2011
Wells Fargo Financial February 2009 - August 2009
Wells Fargo February 2009 - August 2009
tmobile March 2007 - February 2009
Skills
Telecommunications, Customer Service, Data Entry
Education
Herzing university 2011 — 2013
BS, Criminal Justice
Stillman College 2001 — 2005
english
Birmingham Water Works August 2011 - October 2011
Birmingham Water Works August 2011 - October 2011
Regions Financial Corporation November 2010 - February 2011
Regions Bank November 2010 - February 2011
Wells Fargo Financial February 2009 - August 2009
Wells Fargo February 2009 - August 2009
tmobile March 2007 - February 2009
Skills
Telecommunications, Customer Service, Data Entry
Education
Herzing university 2011 — 2013
BS, Criminal Justice
Stillman College 2001 — 2005
english
Elise Cohen's Wells Fargo Experience August 2007 - August 2009
Job Vice President at Vectra Bank Colorado
Industry Banking
Experience
Vectra Bank Colorado March 2009 - Present
Wells Fargo August 2007 - August 2009
Chase Manhattan January 1992 - June 2007
Skills
Financial Analysis, Mortgage Banking, Consumer Finance, Credit Analysis, Underwriting, Loans, Credit
Education
Stephens College 1975 — 1979
B.A., Business/French
University de Tours 1977 — 1978
French
Vectra Bank Colorado March 2009 - Present
Wells Fargo August 2007 - August 2009
Chase Manhattan January 1992 - June 2007
Skills
Financial Analysis, Mortgage Banking, Consumer Finance, Credit Analysis, Underwriting, Loans, Credit
Education
Stephens College 1975 — 1979
B.A., Business/French
University de Tours 1977 — 1978
French
Frank Lide's Wells Fargo Experience 1996 - Present
Job
Industry
Experience
Wells Fargo 1996 - Present
Skills
Mortgage Lending, Lockbox, Banking
Education
Stony Brook University 1975 — 1980
Bachelor’s Degree, Sociolgy Major, Math Minor, B
Wells Fargo 1996 - Present
Skills
Mortgage Lending, Lockbox, Banking
Education
Stony Brook University 1975 — 1980
Bachelor’s Degree, Sociolgy Major, Math Minor, B
Darshan Bhojani's Wells Fargo Experience March 2013 - June 2013
Job Software Developer at Aspen Technology
Industry Computer Software
Experience
Aspen Technology July 2013 - Present
Wells Fargo March 2013 - June 2013
Stony Brook University June 2012 - December 2012
Stony Brook University February 2011 - December 2012
Stony Brook University May 2011 - December 2011
Workplace Stars, LLC May 2011 - September 2011
Phonethics Mobile Media June 2009 - August 2009
Skills
Java, C, Software Documentation, JDBC, 8051/8085/MIPS Assembly, HTML, CSS, AJAX, JSP, Servlets, jQuery, XML, PHP, Oracle PL/SQL..., JavaScript, MySQL, Spring, Hibernate, iOS development, Android Development, Unix, Eclipse, NetBeans, RAD, Network Administration, DB2
Education
Tufts University 2015 — 2017
Master’s Degree, Engineering Management
SUNY Stony Brook 2010 — 2012
Bachelor of Science (B.S.), Computer Science
VES Polytechnic, Mumbai, India 2006 — 2009
Associate of Science (A.S.), Industrial Electronics
Jetking Computer Hardware and Networking Institute 2007 — 2008
Comptia N+, System, Networking, and LAN/WAN Management
Aspen Technology July 2013 - Present
Wells Fargo March 2013 - June 2013
Stony Brook University June 2012 - December 2012
Stony Brook University February 2011 - December 2012
Stony Brook University May 2011 - December 2011
Workplace Stars, LLC May 2011 - September 2011
Phonethics Mobile Media June 2009 - August 2009
Skills
Java, C, Software Documentation, JDBC, 8051/8085/MIPS Assembly, HTML, CSS, AJAX, JSP, Servlets, jQuery, XML, PHP, Oracle PL/SQL..., JavaScript, MySQL, Spring, Hibernate, iOS development, Android Development, Unix, Eclipse, NetBeans, RAD, Network Administration, DB2
Education
Tufts University 2015 — 2017
Master’s Degree, Engineering Management
SUNY Stony Brook 2010 — 2012
Bachelor of Science (B.S.), Computer Science
VES Polytechnic, Mumbai, India 2006 — 2009
Associate of Science (A.S.), Industrial Electronics
Jetking Computer Hardware and Networking Institute 2007 — 2008
Comptia N+, System, Networking, and LAN/WAN Management
ISMAEL PAREDES's Wells Fargo Experience 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo 2007 - Present
BANK UNITED April 2006 - July 2007
COMMERCE BANK March 2003 - April 2006
Skills
Communication Skills, Sales Management, Management, Credit Analysis, New Business Development, Business Acquisition, Bilingual
Education
SUNY Stony Brook 1999 — 2003
Bachelor of Science (BS), Political Science and Government
Wells Fargo 2007 - Present
BANK UNITED April 2006 - July 2007
COMMERCE BANK March 2003 - April 2006
Skills
Communication Skills, Sales Management, Management, Credit Analysis, New Business Development, Business Acquisition, Bilingual
Education
SUNY Stony Brook 1999 — 2003
Bachelor of Science (BS), Political Science and Government
Scott Maki's Wells Fargo Experience 2007 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Northern Trust 2010 - 2013
Wells Fargo 2007 - 2010
Wells Fargo 2006 - 2007
Skills
Investments, Wealth Management, Financial Services, Portfolio Management, Banking, Asset Management, PowerPoint, Microsoft Excel, Microsoft Word, Project Management, Account Reconciliation, Bookkeeping, Customer Service, Small Business
Education
Stetson University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Northern Trust 2010 - 2013
Wells Fargo 2007 - 2010
Wells Fargo 2006 - 2007
Skills
Investments, Wealth Management, Financial Services, Portfolio Management, Banking, Asset Management, PowerPoint, Microsoft Excel, Microsoft Word, Project Management, Account Reconciliation, Bookkeeping, Customer Service, Small Business
Education
Stetson University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Bradley Harrell's Wells Fargo Experience May 2000 - Present
Job Senior Vice President,Division Manager, Commercial Real Estate Treasury Management at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2000 - Present
Bank of America January 1998 - May 2000
Barnett Banks, Inc. May 1982 - January 1998
Education
Stetson University
Master of Business Administration (M.B.A.), Accounting and Finance
University of Florida
Bachelor of Science, Business Adminstration, Finance, General
Wells Fargo May 2000 - Present
Bank of America January 1998 - May 2000
Barnett Banks, Inc. May 1982 - January 1998
Education
Stetson University
Master of Business Administration (M.B.A.), Accounting and Finance
University of Florida
Bachelor of Science, Business Adminstration, Finance, General
Gary Pierre-Louis's Wells Fargo Experience February 2009 - May 2010
Job Manager at CVS Caremark Corporation
Industry Financial Services
Experience
CVS Caremark Corporation February 2014 - Present
JPMorgan Chase May 2010 - November 2013
Wells Fargo February 2009 - May 2010
Enterprise Rent A Car January 2007 - December 2008
Skills
Sales Management, Sales, Job Coaching, Business Strategy, Business Analysis, Business Planning, Business Process..., Motivation, Mortgage Lending, Banking, Management, Interviews, Customer Service
Education
Stony Brook University 2000 — 2004
Business Administration and Management, General
CVS Caremark Corporation February 2014 - Present
JPMorgan Chase May 2010 - November 2013
Wells Fargo February 2009 - May 2010
Enterprise Rent A Car January 2007 - December 2008
Skills
Sales Management, Sales, Job Coaching, Business Strategy, Business Analysis, Business Planning, Business Process..., Motivation, Mortgage Lending, Banking, Management, Interviews, Customer Service
Education
Stony Brook University 2000 — 2004
Business Administration and Management, General
Jacqueline Herd's Wells Fargo Experience August 2005 - February 2012
Job Financial Services Professional
Industry Financial Services
Experience
Randstad September 2014 - March 2015
Wells Fargo August 2005 - February 2012
Wells Fargo February 2004 - August 2005
Sprint September 2001 - February 2004
Skills
Credit, Loans, Mortgage Lending, Series 7, Retirement Planning, Investments, Portfolio Management, Mutual Funds, Wealth Management, Financial Analysis, Credit Analysis, Strategic Financial..., Series 63, Financial Services
Education
Stillman College
Bachelor's degree, Biology/Biological Sciences, General
Randstad September 2014 - March 2015
Wells Fargo August 2005 - February 2012
Wells Fargo February 2004 - August 2005
Sprint September 2001 - February 2004
Skills
Credit, Loans, Mortgage Lending, Series 7, Retirement Planning, Investments, Portfolio Management, Mutual Funds, Wealth Management, Financial Analysis, Credit Analysis, Strategic Financial..., Series 63, Financial Services
Education
Stillman College
Bachelor's degree, Biology/Biological Sciences, General
Beth Carberry's Wells Fargo Experience November 2006 - May 2008
Job
Industry Banking
Experience
American Eagle Financial Credit Union October 2011 - Present
American Eagle Financial Credit Union May 2009 - Present
American Eagle Financial Credit Union May 2008 - October 2011
Wells Fargo November 2006 - May 2008
Smart Work Network, Inc. March 2006 - September 2006
KELLY SERVICES – UNITED TECHNOLOGIES January 2003 - December 2005
AT&T CORPORATION April 1982 - June 2002
Skills
Microsoft Office, Management, Microsoft Word, Research, Microsoft Excel, Project Management, Product Management, National Account..., Quality Management, Process Quality..., Therapeutic Massage, Reiki, Financial Services, Telecommunications, Supervisory Skills, Staff Supervision, Budget Management
Education
Stevens Institute of Technology
Project Management
Thomas Edison College
Associates Degree, Liberal Arts
American Eagle Financial Credit Union October 2011 - Present
American Eagle Financial Credit Union May 2009 - Present
American Eagle Financial Credit Union May 2008 - October 2011
Wells Fargo November 2006 - May 2008
Smart Work Network, Inc. March 2006 - September 2006
KELLY SERVICES – UNITED TECHNOLOGIES January 2003 - December 2005
AT&T CORPORATION April 1982 - June 2002
Skills
Microsoft Office, Management, Microsoft Word, Research, Microsoft Excel, Project Management, Product Management, National Account..., Quality Management, Process Quality..., Therapeutic Massage, Reiki, Financial Services, Telecommunications, Supervisory Skills, Staff Supervision, Budget Management
Education
Stevens Institute of Technology
Project Management
Thomas Edison College
Associates Degree, Liberal Arts
Stephen Rucci's Wells Fargo Experience October 2011 - April 2012
Job Branch Manager, AVP at PNC
Industry Banking
Experience
PNC January 2014 - Present
PNC April 2012 - January 2014
Wells Fargo October 2011 - April 2012
TD November 2007 - October 2011
Skills
Retail Sales, Retail Banking, Risk Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Public Speaking, Coaching, Sales Management, Employee Training, Employee Engagement, Leadership, Banking, Credit, Marketing, Relationship Management
Education
Richard Stockton College of New Jersey 2008 — 2010
Bachelor of Science (B.S.), Finance, 3.3
Ocean County Community College 2005 — 2007
Associate's degree, Business Studies
PNC January 2014 - Present
PNC April 2012 - January 2014
Wells Fargo October 2011 - April 2012
TD November 2007 - October 2011
Skills
Retail Sales, Retail Banking, Risk Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Public Speaking, Coaching, Sales Management, Employee Training, Employee Engagement, Leadership, Banking, Credit, Marketing, Relationship Management
Education
Richard Stockton College of New Jersey 2008 — 2010
Bachelor of Science (B.S.), Finance, 3.3
Ocean County Community College 2005 — 2007
Associate's degree, Business Studies
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank