Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Kristen M. FitzGerald Kristen M. FitzGerald's Wells Fargo Experience November 2012 - June 2013
Job Client Manager at Team Papandrea
Industry Real Estate
Experience
Team Papandrea June 2013 - Present
Wells Fargo November 2012 - June 2013
Southpark Mortgage Corporation 1998 - 2012
Skills
Mortgage Lending, Residential Mortgages, Refinance, Purchase Financing, Mortgage Underwriting, paralegal, Email Marketing, Apple, Microsoft Office, Internet Banking, People Skills, People-oriented, Information Technology, Child Advocacy, Family Services, Spiritual Direction, Spirituality, Banking, Marketing, Risk Management, Underwriting, Credit Analysis, Finance, Credit, Home Equity Lines of..., Sales, Leadership
Education
Financial Strategies 2003 — 2007
Banking Compliance
Charlotte Spirituality Center
Theology and Religious Vocations
Suffolk County Community College
Business Administration, Management and Operations
Team Papandrea June 2013 - Present
Wells Fargo November 2012 - June 2013
Southpark Mortgage Corporation 1998 - 2012
Skills
Mortgage Lending, Residential Mortgages, Refinance, Purchase Financing, Mortgage Underwriting, paralegal, Email Marketing, Apple, Microsoft Office, Internet Banking, People Skills, People-oriented, Information Technology, Child Advocacy, Family Services, Spiritual Direction, Spirituality, Banking, Marketing, Risk Management, Underwriting, Credit Analysis, Finance, Credit, Home Equity Lines of..., Sales, Leadership
Education
Financial Strategies 2003 — 2007
Banking Compliance
Charlotte Spirituality Center
Theology and Religious Vocations
Suffolk County Community College
Business Administration, Management and Operations
Joe Lange Joe Lange's Wells Fargo Experience November 2006 - Present
Job Economist at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2006 - Present
Cornerstone Research July 2002 - November 2006
Federal Reserve Board July 1998 - July 2002
Skills
Economics, Statistical Modeling, Banking, Data Analysis, Regression Analysis, Data Mining, Macroeconomics
Education
Swarthmore College 1989 — 1993
Bachelor of Arts (B.A.), Economics
University of California, San Diego 1994 — 1998
Doctor of Philosophy (Ph.D.), Economics
Wells Fargo November 2006 - Present
Cornerstone Research July 2002 - November 2006
Federal Reserve Board July 1998 - July 2002
Skills
Economics, Statistical Modeling, Banking, Data Analysis, Regression Analysis, Data Mining, Macroeconomics
Education
Swarthmore College 1989 — 1993
Bachelor of Arts (B.A.), Economics
University of California, San Diego 1994 — 1998
Doctor of Philosophy (Ph.D.), Economics
Damon Cooper's Wells Fargo Experience October 2012 - Present
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Primerica Financial March 2009 - August 2012
Cablevision 2001 - 2009
Skills
Customer Service, Call Centers, Leadership, Marketing, Insurance, Microsoft Office, Budgets, Process Improvement, New Business Development, Microsoft Excel, Recruiting, Troubleshooting, Change Management, Cross-functional Team..., Advertising, Team Building, Coaching
Education
Sussex County Community College 2002 — 2003
Associate's degree, Business, Management, Marketing, and Related Support Services
hopatcong high school 1996 — 1999
h.s. diploma, Business, Management, Marketing, and Related Support Services
Wells Fargo October 2012 - Present
Primerica Financial March 2009 - August 2012
Cablevision 2001 - 2009
Skills
Customer Service, Call Centers, Leadership, Marketing, Insurance, Microsoft Office, Budgets, Process Improvement, New Business Development, Microsoft Excel, Recruiting, Troubleshooting, Change Management, Cross-functional Team..., Advertising, Team Building, Coaching
Education
Sussex County Community College 2002 — 2003
Associate's degree, Business, Management, Marketing, and Related Support Services
hopatcong high school 1996 — 1999
h.s. diploma, Business, Management, Marketing, and Related Support Services
Beatrina Utupo Beatrina Utupo's Wells Fargo Experience July 2012 - October 2012
Job Licensed Vocational Nurse at Southern California Ear Nose and Throat
Industry Hospital & Health Care
Experience
Southern California Ear Nose and Throat October 2012 - Present
Wells Fargo July 2012 - October 2012
Cathy Jean June 2007 - October 2008
Education
Summit Career College 2008 — 2010
Southern California Ear Nose and Throat October 2012 - Present
Wells Fargo July 2012 - October 2012
Cathy Jean June 2007 - October 2008
Education
Summit Career College 2008 — 2010
Sounkalo Kone Sounkalo Kone's Wells Fargo Experience December 2013 - Present
Job wells fargo
Industry Banking
Experience
Wells Fargo December 2013 - Present
Skills
Customer Service, Microsoft Office, Management, Leadership, Microsoft Word, Research, Social Media, Financial Analysis, Finance, Team Building
Education
Strayer University-Maryland 2010 — 2012
Master of Business Administration (M.B.A.), Finance
mali 2006 — 2006
Master of Business Administration (MBA), Finance, General
Wells Fargo December 2013 - Present
Skills
Customer Service, Microsoft Office, Management, Leadership, Microsoft Word, Research, Social Media, Financial Analysis, Finance, Team Building
Education
Strayer University-Maryland 2010 — 2012
Master of Business Administration (M.B.A.), Finance
mali 2006 — 2006
Master of Business Administration (MBA), Finance, General
Raquel Rosales's Wells Fargo Experience March 2013 - September 2014
Job Personal Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo March 2013 - September 2014
Wells Fargo Bank March 2013 - September 2014
Advance America March 2012 - March 2013
ACE Cash Express February 2007 - March 2013
US Army May 2003 - May 2011
Skills
Accounting, Financial Analysis, Financial Reporting, Corporate Finance, Banking, Customer Service, Customer Experience
Education
Strayer University 2009 — 2014
Associate's Degree, Business Administration and Management, General, 3.0
Wells Fargo March 2013 - September 2014
Wells Fargo Bank March 2013 - September 2014
Advance America March 2012 - March 2013
ACE Cash Express February 2007 - March 2013
US Army May 2003 - May 2011
Skills
Accounting, Financial Analysis, Financial Reporting, Corporate Finance, Banking, Customer Service, Customer Experience
Education
Strayer University 2009 — 2014
Associate's Degree, Business Administration and Management, General, 3.0
Daniel Choplin Daniel Choplin's Wells Fargo Experience April 2011 - July 2013
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
Wells Fargo April 2011 - July 2013
Southern Community Bank and Trust (Now Capital Bank) September 2008 - April 2011
EnergyUnited EMC 2007 - 2008
Exeter 1031 Exchange Services, LLC 2006 - 2007
Wells Fargo (formerly Wachovia Bank, N.A.) May 2001 - February 2006
Wells Fargo (formerly Wachovia Bank, N.A.) April 1998 - May 2001
Piedmont Hawthorne Aviation 1993 - 1998
Skills
Investments, Finance, Business Development, Sales, Wealth Management, Retirement, Portfolio Management, Customer Service, Financial Analysis, Asset Allocation, Team Building
Education
Gardner-Webb University 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Winston-Salem State University 1996 — 1998
Bachelor of Applied Science (BASc), Business Administration and Management, General
North American Institute of Aviation 1991 — 1992
Aviation Maintenance Technology - A & P License
Surry Community College 1989 — 1991
Associate of Science (A.S.)
Wells Fargo Advisors July 2013 - Present
Wells Fargo April 2011 - July 2013
Southern Community Bank and Trust (Now Capital Bank) September 2008 - April 2011
EnergyUnited EMC 2007 - 2008
Exeter 1031 Exchange Services, LLC 2006 - 2007
Wells Fargo (formerly Wachovia Bank, N.A.) May 2001 - February 2006
Wells Fargo (formerly Wachovia Bank, N.A.) April 1998 - May 2001
Piedmont Hawthorne Aviation 1993 - 1998
Skills
Investments, Finance, Business Development, Sales, Wealth Management, Retirement, Portfolio Management, Customer Service, Financial Analysis, Asset Allocation, Team Building
Education
Gardner-Webb University 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Winston-Salem State University 1996 — 1998
Bachelor of Applied Science (BASc), Business Administration and Management, General
North American Institute of Aviation 1991 — 1992
Aviation Maintenance Technology - A & P License
Surry Community College 1989 — 1991
Associate of Science (A.S.)
Dave Rittler Dave Rittler's Wells Fargo Experience June 1986 - March 2005
Job SVPTeam Leader at RBS Citizens Financial Group
Industry Banking
Experience
RBS Citizens March 2005 - Present
Wells Fargo June 1986 - March 2005
Mellon Bank May 1974 - June 1986
Skills
Credit, Leadership, Management, Banking, Commercial Banking, Credit Analysis, Portfolio Management, Retail Banking, Risk Management, Credit Risk, Financial Risk, Loans, Financial Analysis, Commercial Lending, Business Analysis, Relationship Management, Financial Services, Mortgage Lending, Financial Modeling, Cash Management
Education
Susquehanna University
Bachelor of Science (BS), Finance/Management
University of Michigan-Graduate School of Banking
RBS Citizens March 2005 - Present
Wells Fargo June 1986 - March 2005
Mellon Bank May 1974 - June 1986
Skills
Credit, Leadership, Management, Banking, Commercial Banking, Credit Analysis, Portfolio Management, Retail Banking, Risk Management, Credit Risk, Financial Risk, Loans, Financial Analysis, Commercial Lending, Business Analysis, Relationship Management, Financial Services, Mortgage Lending, Financial Modeling, Cash Management
Education
Susquehanna University
Bachelor of Science (BS), Finance/Management
University of Michigan-Graduate School of Banking
Joseph Haddock Joseph Haddock's Wells Fargo Experience October 2014 - Present
Job Compliance Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
DigitasLBi_US January 2013 - September 2014
DigitasLBi_US August 2012 - January 2013
Suffolk University September 2011 - May 2012
Suffolk University January 2010 - May 2012
Skills
Business Analysis, Microsoft Excel, Business Objects, Microsoft Office, Offshore Operations, Procurement, Lawson General Ledger, Leadership, Spanish, International Relations, Higher Education, Admissions, Mentoring, Data Analysis, PowerPoint, Nonprofits, SPSS, Public Speaking, Social Media, Program Development, Management, Fundraising, Research, Microsoft Word
Education
Suffolk University 2008 — 2012
BA, International Relations, Spanish
Wells Fargo October 2014 - Present
DigitasLBi_US January 2013 - September 2014
DigitasLBi_US August 2012 - January 2013
Suffolk University September 2011 - May 2012
Suffolk University January 2010 - May 2012
Skills
Business Analysis, Microsoft Excel, Business Objects, Microsoft Office, Offshore Operations, Procurement, Lawson General Ledger, Leadership, Spanish, International Relations, Higher Education, Admissions, Mentoring, Data Analysis, PowerPoint, Nonprofits, SPSS, Public Speaking, Social Media, Program Development, Management, Fundraising, Research, Microsoft Word
Education
Suffolk University 2008 — 2012
BA, International Relations, Spanish
Felicia Cordray's Wells Fargo Experience November 2014 - Present
Job Mortgage Underwriter at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2014 - Present
Bank of America Charlotte February 2012 - August 2014
Wells Fargo Home Mortgage December 2009 - February 2012
Novant Health August 2008 - December 2009
DERMATOLOGY, LASER & VEIN June 2007 - August 2008
Medical Staffing Network March 2001 - June 2007
Skills
Mortgage Underwriting, Home Retention, Loan Modifications, Customer Service, Analytical Skills, Credit Risk, Credit Analysis, Debt Management, Quality Management, Self-driven, FHA, FNMA, FHLMC, Close Attention to..., Highly detail oriented, Motivated self-starter, Computer Proficiency, Microsoft Office, Credit, Management, Mortgage Banking, Underwriting, Banking
Education
Sullivan University 1998 — 2002
BS, Information Technology
Wells Fargo November 2014 - Present
Bank of America Charlotte February 2012 - August 2014
Wells Fargo Home Mortgage December 2009 - February 2012
Novant Health August 2008 - December 2009
DERMATOLOGY, LASER & VEIN June 2007 - August 2008
Medical Staffing Network March 2001 - June 2007
Skills
Mortgage Underwriting, Home Retention, Loan Modifications, Customer Service, Analytical Skills, Credit Risk, Credit Analysis, Debt Management, Quality Management, Self-driven, FHA, FNMA, FHLMC, Close Attention to..., Highly detail oriented, Motivated self-starter, Computer Proficiency, Microsoft Office, Credit, Management, Mortgage Banking, Underwriting, Banking
Education
Sullivan University 1998 — 2002
BS, Information Technology
Tristanna Monroe Tristanna Monroe's Wells Fargo Experience 2008 - 2010
Job AML Analyst
Industry Financial Services
Experience
Bank of America March 2015 - Present
Be The Match operated by National Marrow Donor Program May 2011 - Present
ECPI University May 2010 - May 2011
TCF National Bank October 2010 - March 2011
Wells Fargo 2008 - 2010
Skills
HLA Typing, Stem Cell Transplant, Stem Cell Research, Bone Marrow..., Bone Marrow, Apheresis, Peripheral Blood Stem..., Research, Software Documentation, Analysis, Community Outreach, Customer Service, Event Planning, Fundraising, Leadership, Public Speaking
Education
Strayer University (VA) 2007 — 2010
MHA, Health Administration
University of North Carolina at Charlotte 2002 — 2006
BA, Biology
Bank of America March 2015 - Present
Be The Match operated by National Marrow Donor Program May 2011 - Present
ECPI University May 2010 - May 2011
TCF National Bank October 2010 - March 2011
Wells Fargo 2008 - 2010
Skills
HLA Typing, Stem Cell Transplant, Stem Cell Research, Bone Marrow..., Bone Marrow, Apheresis, Peripheral Blood Stem..., Research, Software Documentation, Analysis, Community Outreach, Customer Service, Event Planning, Fundraising, Leadership, Public Speaking
Education
Strayer University (VA) 2007 — 2010
MHA, Health Administration
University of North Carolina at Charlotte 2002 — 2006
BA, Biology
Shaundrelle Green Shaundrelle Green's Wells Fargo Experience May 2013 - August 2013
Job Experienced Administrative Professional
Industry Legal Services
Experience
CleanNet USA Commercial Cleaning Services February 2014 - Present
Checker Flag Collision August 2013 - January 2014
Wells Fargo May 2013 - August 2013
Wells Fargo February 2011 - May 2013
City of Walterboro Municipal Court January 2008 - February 2009
Venturi Staffing Partners June 2007 - January 2009
Skills
Team Building, Employee Training, Management, Payroll, Employee Benefits, Customer Satisfaction, Account Management, Banking, Insurance, Court Proceedings, Research, Fact Finding, Analytics, Fraud, Income Tax, Reports, Customer Service, Accounts Receivable, Sales, Data Entry, Written Correspondence, Telemarketing, Microsoft Office, Bookkeeping, QuickBooks, Quality Assurance, Cold Calling, Commissioning, Small Business, Accounts Payable, Classroom Management, Claim, CRM
Education
Strayer University
Bachelor's degree, Criminal Justice and Corrections
University of Phoenix 2009 — 2010
Associate of Arts (A.A.), Criminal Justice/Law Enforcement Administration
CleanNet USA Commercial Cleaning Services February 2014 - Present
Checker Flag Collision August 2013 - January 2014
Wells Fargo May 2013 - August 2013
Wells Fargo February 2011 - May 2013
City of Walterboro Municipal Court January 2008 - February 2009
Venturi Staffing Partners June 2007 - January 2009
Skills
Team Building, Employee Training, Management, Payroll, Employee Benefits, Customer Satisfaction, Account Management, Banking, Insurance, Court Proceedings, Research, Fact Finding, Analytics, Fraud, Income Tax, Reports, Customer Service, Accounts Receivable, Sales, Data Entry, Written Correspondence, Telemarketing, Microsoft Office, Bookkeeping, QuickBooks, Quality Assurance, Cold Calling, Commissioning, Small Business, Accounts Payable, Classroom Management, Claim, CRM
Education
Strayer University
Bachelor's degree, Criminal Justice and Corrections
University of Phoenix 2009 — 2010
Associate of Arts (A.A.), Criminal Justice/Law Enforcement Administration
Tikila McBride Tikila McBride's Wells Fargo Experience December 2013 - Present
Job Personal Banker/Small Business Advocate
Industry Banking
Experience
Wells Fargo December 2013 - Present
Wells Fargo January 2013 - December 2013
Wells Fargo May 2011 - December 2012
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Banking, Outlook, Sales, Time Management, Data Entry, Finance, Telephone Skills, Administrative..., Accounts Payable, Invoicing, Access, Financial Analysis
Education
University of Phoenix 2009 — 2010
Swansea High School 1990 — 1994
High School Diploma, General Studies
Strayer University
Bachelor's Degree, Business Administration and Management, General
Wells Fargo December 2013 - Present
Wells Fargo January 2013 - December 2013
Wells Fargo May 2011 - December 2012
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Banking, Outlook, Sales, Time Management, Data Entry, Finance, Telephone Skills, Administrative..., Accounts Payable, Invoicing, Access, Financial Analysis
Education
University of Phoenix 2009 — 2010
Swansea High School 1990 — 1994
High School Diploma, General Studies
Strayer University
Bachelor's Degree, Business Administration and Management, General
Robert Chappelear Robert Chappelear's Wells Fargo Experience June 2008 - Present
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2008 - Present
Bank of America Private Bank March 2002 - March 2007
Mellon Bank Private Asset Management March 1989 - March 2002
Skills
Wealth Management, Management, Asset Allocation, Portfolio Management, Series 7, Banking, Investments, Asset Management, Mutual Funds, Investment Advisory, Equities, Alternative Investments, Retirement Planning, Fixed Income, Securities
Education
Susquehanna University 1981 — 1985
B.S. Business Administration, Finance & Management
Wells Fargo June 2008 - Present
Bank of America Private Bank March 2002 - March 2007
Mellon Bank Private Asset Management March 1989 - March 2002
Skills
Wealth Management, Management, Asset Allocation, Portfolio Management, Series 7, Banking, Investments, Asset Management, Mutual Funds, Investment Advisory, Equities, Alternative Investments, Retirement Planning, Fixed Income, Securities
Education
Susquehanna University 1981 — 1985
B.S. Business Administration, Finance & Management
Philippe Andwur Edzang Philippe Andwur Edzang's Wells Fargo Experience January 2009 - September 2011
Job Accountant at Bechtel Corporation
Industry Management Consulting
Experience
Bechtel Corporation February 2013 - Present
trust financial inc February 2013 - October 2014
ECOBANK July 2012 - January 2013
Wells Fargo January 2009 - September 2011
Skills
Management Consulting, Business Analysis, Financial Analysis, Social Media, Business Planning, Business Development, Accounting, Management, Finance, Banking, Internal Controls, Cash Flow, Auditing, Budgets, Microsoft Office, Customer Service, Risk Management
Education
Strayer University 2015 — 2019
Bachelor's degree, Business Administration and Management, General
Strayer University 2004 — 2011
Master's Degree, Accounting and Finance, 3.6
Bechtel Corporation February 2013 - Present
trust financial inc February 2013 - October 2014
ECOBANK July 2012 - January 2013
Wells Fargo January 2009 - September 2011
Skills
Management Consulting, Business Analysis, Financial Analysis, Social Media, Business Planning, Business Development, Accounting, Management, Finance, Banking, Internal Controls, Cash Flow, Auditing, Budgets, Microsoft Office, Customer Service, Risk Management
Education
Strayer University 2015 — 2019
Bachelor's degree, Business Administration and Management, General
Strayer University 2004 — 2011
Master's Degree, Accounting and Finance, 3.6
Rashida Islam's Wells Fargo Experience March 2003 - December 2004
Job Assistant Branch Manager at PNC Bank
Industry Banking
Experience
PNC Bank January 2011 - Present
PNC Bank June 2009 - December 2010
Branch Banking and Trust (BB&T) July 2006 - February 2009
Kaiser Permanente March 2006 - June 2006
ENID Inc December 2004 - February 2006
Wells Fargo March 2003 - December 2004
Skills
Consumer Lending, Small Business Lending, Branch Management, Loans, Retail Banking, Banking, Credit, Commercial Banking, Commercial Lending, Lines Of Credit, Cross Selling, Mortgage Lending, Credit Analysis, Deposits, Loan Origination, Branch Banking
Education
Strayer University (VA) 1999 — 2002
Bachelor of Science (B.S.), Computer Information System
Dhaka University 1992 — 1994
Master of Science (M.Sc.), Geography
PNC Bank January 2011 - Present
PNC Bank June 2009 - December 2010
Branch Banking and Trust (BB&T) July 2006 - February 2009
Kaiser Permanente March 2006 - June 2006
ENID Inc December 2004 - February 2006
Wells Fargo March 2003 - December 2004
Skills
Consumer Lending, Small Business Lending, Branch Management, Loans, Retail Banking, Banking, Credit, Commercial Banking, Commercial Lending, Lines Of Credit, Cross Selling, Mortgage Lending, Credit Analysis, Deposits, Loan Origination, Branch Banking
Education
Strayer University (VA) 1999 — 2002
Bachelor of Science (B.S.), Computer Information System
Dhaka University 1992 — 1994
Master of Science (M.Sc.), Geography
Regina Arcides Regina Arcides's Wells Fargo Experience October 1989 - October 1990
Job Grad Student
Industry Education Management
Experience
Springstead High School August 2013 - Present
USF College of Education August 2010 - May 2013
US Army July 2008 - November 2010
Fabens High School August 2004 - May 2008
East Montana Middle School August 1998 - May 2004
Clint High School June 1997 - June 1998
Capital One Bank November 1990 - November 1991
Wells Fargo October 1989 - October 1990
Skills
Educational Leadership, Army, English, English Teaching, Higher Education, Military, Military Experience, Research, Staff Development, Teaching, Training
Education
Sul Ross State University 1993 — 1997
English, Education, 3.8
Springstead High School August 2013 - Present
USF College of Education August 2010 - May 2013
US Army July 2008 - November 2010
Fabens High School August 2004 - May 2008
East Montana Middle School August 1998 - May 2004
Clint High School June 1997 - June 1998
Capital One Bank November 1990 - November 1991
Wells Fargo October 1989 - October 1990
Skills
Educational Leadership, Army, English, English Teaching, Higher Education, Military, Military Experience, Research, Staff Development, Teaching, Training
Education
Sul Ross State University 1993 — 1997
English, Education, 3.8
Walter Holleman Walter Holleman's Wells Fargo Experience August 2008 - February 2012
Job Branch Manager at M&T Bank
Industry Financial Services
Experience
M&T Bank August 2013 - Present
M&T Bank January 2013 - August 2013
M&T Bank February 2012 - January 2013
Wells Fargo August 2008 - February 2012
Wells Fargo August 2006 - February 2012
Skills
Financial Management, Sales Management, Customer Service, Banking, Customer Relations, Branch Management, Consumer Lending, Compliance, Coaching, Deposits, Credit, Retail Banking, Cross Selling, Word, Microsoft Office, PowerPoint, Process Improvement, Hiring, Loans, Problem Solving, Team Building, Profitability, Cash Management, Mortgage Lending, Financial Risk, Relationship Management, Risk Management, Series 63, Lines Of Credit, Finance, FHA, Home Equity Lines of..., Retirement Planning, Loan Origination, Mortgage Banking, Refinance, Real Estate Financing, Mortgage Servicing, Financial Services, Portfolio Management, Commercial Lending, Credit Analysis, Insurance, Series 6, Management
Education
Strayer University 2014 — 2017
Bachelor of Science, Business Administration, 3.8 GPA
University of Phoenix 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
M&T Bank August 2013 - Present
M&T Bank January 2013 - August 2013
M&T Bank February 2012 - January 2013
Wells Fargo August 2008 - February 2012
Wells Fargo August 2006 - February 2012
Skills
Financial Management, Sales Management, Customer Service, Banking, Customer Relations, Branch Management, Consumer Lending, Compliance, Coaching, Deposits, Credit, Retail Banking, Cross Selling, Word, Microsoft Office, PowerPoint, Process Improvement, Hiring, Loans, Problem Solving, Team Building, Profitability, Cash Management, Mortgage Lending, Financial Risk, Relationship Management, Risk Management, Series 63, Lines Of Credit, Finance, FHA, Home Equity Lines of..., Retirement Planning, Loan Origination, Mortgage Banking, Refinance, Real Estate Financing, Mortgage Servicing, Financial Services, Portfolio Management, Commercial Lending, Credit Analysis, Insurance, Series 6, Management
Education
Strayer University 2014 — 2017
Bachelor of Science, Business Administration, 3.8 GPA
University of Phoenix 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Nichole Ramirez Nichole Ramirez's Wells Fargo Experience April 2013 - Present
Job Financial Crimes Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Skills
Financial Crime, Microsoft Office, Call Centers, Risk Management, Windows 7, Financial Risk, Sales, Banking, Vendor Management, Microsoft Word
Education
Strayer University 2014 — 2016
Bachelor's degree, Management Information Systems, General
University of Alabama at Birmingham
Wells Fargo April 2013 - Present
Skills
Financial Crime, Microsoft Office, Call Centers, Risk Management, Windows 7, Financial Risk, Sales, Banking, Vendor Management, Microsoft Word
Education
Strayer University 2014 — 2016
Bachelor's degree, Management Information Systems, General
University of Alabama at Birmingham
Ramon X. L. Monroe Ramon X. L. Monroe's Wells Fargo Experience November 2003 - October 2008
Job CEO & Financial Representative at Monroe Financial Company
Industry Financial Services
Experience
Monroe Financial Company May 2015 - Present
Guardian Life November 2012 - April 2015
SunTrust Bank November 2010 - October 2012
Wells Fargo November 2003 - October 2008
Skills
Strategic Financial..., Business Continuity..., Retirement Planning, Financial Analysis, Team Leadership, Life Insurance, Disability Insurance, Long-term Care, Finance, Wealth Management, Mutual Funds, Financial Planning, Management, Public Speaking, Financial Services, Leadership, Sales, Strategic Planning
Education
Susquehanna University 1999 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Susquehanna University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Edison High School
Monroe Financial Company May 2015 - Present
Guardian Life November 2012 - April 2015
SunTrust Bank November 2010 - October 2012
Wells Fargo November 2003 - October 2008
Skills
Strategic Financial..., Business Continuity..., Retirement Planning, Financial Analysis, Team Leadership, Life Insurance, Disability Insurance, Long-term Care, Finance, Wealth Management, Mutual Funds, Financial Planning, Management, Public Speaking, Financial Services, Leadership, Sales, Strategic Planning
Education
Susquehanna University 1999 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Susquehanna University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Edison High School
Rahmell Dash Rahmell Dash's Wells Fargo Experience January 2009 - January 2012
Job CoFounder of Bridging the Gap Family Services & CoFounder of Guiding Light Residential Services
Industry Mental Health Care
Experience
Dash Enterprises, LLC January 2014 - Present
Bridging The Gap Family Services January 2014 - Present
From Start 2 Finish Counseling Services, Inc February 2011 - January 2014
Wells Fargo January 2009 - January 2012
Dash Entertainment Group January 2010 - January 2011
Skills
Strategic Planning, Sales, Customer Service, Marketing, Social Media Marketing, Social Media, Financial Analysis, Microsoft Office, Public Speaking, PowerPoint, Team Building, Social Networking, Leadership, Budgets, Training, Entrepreneurship, Microsoft Word, Finance, Policy, Analysis, Data Analysis
Education
Strayer University (VA) 2010 — 2012
Master of Business Administration (MBA), Hospitality Administration/Management
Virginia State University 2005 — 2009
Bachelor of Science (B.S.), Marketing
Dash Enterprises, LLC January 2014 - Present
Bridging The Gap Family Services January 2014 - Present
From Start 2 Finish Counseling Services, Inc February 2011 - January 2014
Wells Fargo January 2009 - January 2012
Dash Entertainment Group January 2010 - January 2011
Skills
Strategic Planning, Sales, Customer Service, Marketing, Social Media Marketing, Social Media, Financial Analysis, Microsoft Office, Public Speaking, PowerPoint, Team Building, Social Networking, Leadership, Budgets, Training, Entrepreneurship, Microsoft Word, Finance, Policy, Analysis, Data Analysis
Education
Strayer University (VA) 2010 — 2012
Master of Business Administration (MBA), Hospitality Administration/Management
Virginia State University 2005 — 2009
Bachelor of Science (B.S.), Marketing
Taiwan (Taiwan Hardy) Mack Pringle Taiwan (Taiwan Hardy) Mack Pringle's Wells Fargo Experience July 2002 - October 2011
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Palmetto GBA 2012 - 2013
Sears Holdings Corporation November 2011 - April 2012
Wells Fargo July 2002 - October 2011
Skills
Banking, Customer Service, Medical Billing, Team Leadership, Leadership
Education
Academy of Richmond County 1995 — 1998
High School Diploma
Strayer University-Georgia
Accounting and Business/Management
Palmetto GBA 2012 - 2013
Sears Holdings Corporation November 2011 - April 2012
Wells Fargo July 2002 - October 2011
Skills
Banking, Customer Service, Medical Billing, Team Leadership, Leadership
Education
Academy of Richmond County 1995 — 1998
High School Diploma
Strayer University-Georgia
Accounting and Business/Management
Ossama Hamdy Ossama Hamdy's Wells Fargo Experience March 2012 - Present
Job Vice President Retail and Small Business Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2012 - Present
Wells Fargo Bank May 2005 - March 2012
Wachovia, A Wells Fargo Company 2006 - 2011
Wells Fargo August 2007 - December 2009
EAB 2000 - 2005
Skills
Credit, Small Business Lending, Loans, Consumer Lending, Retail Banking, Mortgage Lending, Commercial Lending, Commercial Banking, Portfolio Management
Education
Strayer University (VA) 2008 — 2009
Master of Business Administration (MBA), Finance, A
Wells Fargo March 2012 - Present
Wells Fargo Bank May 2005 - March 2012
Wachovia, A Wells Fargo Company 2006 - 2011
Wells Fargo August 2007 - December 2009
EAB 2000 - 2005
Skills
Credit, Small Business Lending, Loans, Consumer Lending, Retail Banking, Mortgage Lending, Commercial Lending, Commercial Banking, Portfolio Management
Education
Strayer University (VA) 2008 — 2009
Master of Business Administration (MBA), Finance, A
RUTH ESHUN's Wells Fargo Experience March 2009 - August 2011
Job UBA/ Banker at Capital One
Industry Banking
Experience
Capital One October 2011 - Present
Catholic Charities USA April 2013 - May 2013
Wells Fargo March 2009 - August 2011
Walgreens April 2008 - March 2010
Skills
Banking, Customer Service, Finance, Public Speaking, Loans, Credit, Analysis, Financial Analysis, Risk Management, Cash Management, Accounting, Credit Cards, Cross Selling, Payments, Problem Solving, Communication, Crime Prevention, Criminal Justice, Criminal Investigations, Crime Scene..., White Collar Criminal...
Education
Strayer University (VA) 2010 — 2015
Bachelor of Science (BS), Criminal Justice
Capital One October 2011 - Present
Catholic Charities USA April 2013 - May 2013
Wells Fargo March 2009 - August 2011
Walgreens April 2008 - March 2010
Skills
Banking, Customer Service, Finance, Public Speaking, Loans, Credit, Analysis, Financial Analysis, Risk Management, Cash Management, Accounting, Credit Cards, Cross Selling, Payments, Problem Solving, Communication, Crime Prevention, Criminal Justice, Criminal Investigations, Crime Scene..., White Collar Criminal...
Education
Strayer University (VA) 2010 — 2015
Bachelor of Science (BS), Criminal Justice
Sean Merron's Wells Fargo Experience May 2015 - Present
Job Software Architect
Industry Information Technology and Services
Experience
Wells Fargo May 2015 - Present
Hampton Roads .NET Users Group July 2014 - Present
OurCareDirect August 2013 - Present
Bank of America July 2004 - May 2015
American Business Systems November 2003 - June 2004
Skills
Microsoft SQL Server, .NET, ASP.NET, JavaScript, Integration, Software Development, AJAX, CSS, Databases, C#, Web Development, Visio, Web Services, Visual Studio, HTML, Silverlight, MySQL, Microsoft Office, Linux, Unix, Agile Methodologies, Troubleshooting, SDLC, SharePoint, Enterprise Architecture, SQL Server 2000-2008, SEO, PHP, XML, Requirements Analysis, XAMPP, Photoshop, PMP, Project Management, Software Project..., Software Development..., IT Project Lifecycle, CMS, Joomla, WordPress, jQuery, Systems Analysis, Systems Engineering, MVVM, MVC, ASP.NET MVC, TFS, Entity Framework, Windows Azure, IIS
Education
Old Dominion University - College of Business and Public Administration 2008 — 2013
Bachelors of Science in Business Administration, Information Systems and Technology w/ minor in Computer Science
Advanced Technology Center 2002 — 2004
Cisco Certified Network Associate (CCNA), Computer Systems Networking and Telecommunications
Ocean Lakes High School
Advanced Diploma
Wells Fargo May 2015 - Present
Hampton Roads .NET Users Group July 2014 - Present
OurCareDirect August 2013 - Present
Bank of America July 2004 - May 2015
American Business Systems November 2003 - June 2004
Skills
Microsoft SQL Server, .NET, ASP.NET, JavaScript, Integration, Software Development, AJAX, CSS, Databases, C#, Web Development, Visio, Web Services, Visual Studio, HTML, Silverlight, MySQL, Microsoft Office, Linux, Unix, Agile Methodologies, Troubleshooting, SDLC, SharePoint, Enterprise Architecture, SQL Server 2000-2008, SEO, PHP, XML, Requirements Analysis, XAMPP, Photoshop, PMP, Project Management, Software Project..., Software Development..., IT Project Lifecycle, CMS, Joomla, WordPress, jQuery, Systems Analysis, Systems Engineering, MVVM, MVC, ASP.NET MVC, TFS, Entity Framework, Windows Azure, IIS
Education
Old Dominion University - College of Business and Public Administration 2008 — 2013
Bachelors of Science in Business Administration, Information Systems and Technology w/ minor in Computer Science
Advanced Technology Center 2002 — 2004
Cisco Certified Network Associate (CCNA), Computer Systems Networking and Telecommunications
Ocean Lakes High School
Advanced Diploma
Aisha Rodriguez's Wells Fargo Experience June 2015 - Present
Job at
Industry Banking
Experience
Wells Fargo June 2015 - Present
Bank of America February 2009 - June 2015
Lend America 2007 - 2009
Skills
FHA, Loans, Mortgage Lending, Banking, Loan Origination, Mortgage Banking, Underwriting, Refinance, Residential Mortgages, Credit, Leadership, Management, Software Documentation, Public Speaking, Finance, Customer Service
Education
Suffolk County Community College 1995 — 1997
Associate's degree
Wells Fargo June 2015 - Present
Bank of America February 2009 - June 2015
Lend America 2007 - 2009
Skills
FHA, Loans, Mortgage Lending, Banking, Loan Origination, Mortgage Banking, Underwriting, Refinance, Residential Mortgages, Credit, Leadership, Management, Software Documentation, Public Speaking, Finance, Customer Service
Education
Suffolk County Community College 1995 — 1997
Associate's degree
Peggy Knox Peggy Knox's Wells Fargo Experience February 2015 - Present
Job Business Liaison Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo February 2015 - Present
Axis Technology Software & Axis Technology Consulting September 2011 - November 2014
Axis Technology, LLC November 2010 - September 2011
Axis Technology, LLC October 2008 - January 2009
Fidelity Investments February 2003 - March 2008
Fidelity Investments July 2002 - February 2003
Fidelity Investments July 2001 - July 2002
Fidelity Investments November 1998 - July 2001
Office Specialists March 1998 - November 1998
Marcom Technology 1996 - 1998
Skills
SDLC, Business Analysis, Process Improvement, Vendor Management, Agile Methodologies, Requirements Gathering, Software Project..., Program Management, Financial Services, Requirements Analysis, Key Client Relationships, Project Coordination, Project Management, Management Consulting, CRM, Project Portfolio..., Integration, Cross-functional Team..., Management, Enterprise Software, Analysis, Leadership, Software Documentation, Risk Management, Governance, Business Development, PMO, SharePoint, Business Intelligence, Business Process..., Team Building, IT Strategy, PMP, Access, Business Process
Education
Suffolk University
Clinical Psychology
Wells Fargo February 2015 - Present
Axis Technology Software & Axis Technology Consulting September 2011 - November 2014
Axis Technology, LLC November 2010 - September 2011
Axis Technology, LLC October 2008 - January 2009
Fidelity Investments February 2003 - March 2008
Fidelity Investments July 2002 - February 2003
Fidelity Investments July 2001 - July 2002
Fidelity Investments November 1998 - July 2001
Office Specialists March 1998 - November 1998
Marcom Technology 1996 - 1998
Skills
SDLC, Business Analysis, Process Improvement, Vendor Management, Agile Methodologies, Requirements Gathering, Software Project..., Program Management, Financial Services, Requirements Analysis, Key Client Relationships, Project Coordination, Project Management, Management Consulting, CRM, Project Portfolio..., Integration, Cross-functional Team..., Management, Enterprise Software, Analysis, Leadership, Software Documentation, Risk Management, Governance, Business Development, PMO, SharePoint, Business Intelligence, Business Process..., Team Building, IT Strategy, PMP, Access, Business Process
Education
Suffolk University
Clinical Psychology
Kofi Neequaye Kofi Neequaye's Wells Fargo Experience September 2009 - Present
Job Financial Rep
Industry Financial Services
Experience
HSBC Card Services Account RepresentativeSprint PCSJune 2010 - Present
Wells Fargo September 2009 - Present
American General Finance February 2011 - June 2011
HSBC 2006 - 2009
Education
Strome College of Business 1999 — 2003
BSc, Business Administration
HSBC Card Services Account RepresentativeSprint PCSJune 2010 - Present
Wells Fargo September 2009 - Present
American General Finance February 2011 - June 2011
HSBC 2006 - 2009
Education
Strome College of Business 1999 — 2003
BSc, Business Administration
Sherwood Allen Overton Sherwood Allen Overton's Wells Fargo Experience May 2015 - Present
Job Technical Service Specialist at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo May 2015 - Present
Wells Fargo May 2015 - Present
GNC August 2014 - April 2015
AutoPark Honda of Cary NC October 2010 - December 2012
Chick-fil-A Waverly Place June 2007 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, HTML, Java, Management, Sales, Information Technology, Time Management, Security, Inventory Management, Training, Retail, Team Leadership, Customer Satisfaction, Inventory Control, Team Building, Leadership, Data Entry, Teamwork
Education
University of North Carolina - Charlotte 2012 — 2014
Master of Science, Info Security/Privacy Grad Cer
Strayer University 2007 — 2012
Bachelor of Science (BS), Information Technology
Wells Fargo May 2015 - Present
Wells Fargo May 2015 - Present
GNC August 2014 - April 2015
AutoPark Honda of Cary NC October 2010 - December 2012
Chick-fil-A Waverly Place June 2007 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, HTML, Java, Management, Sales, Information Technology, Time Management, Security, Inventory Management, Training, Retail, Team Leadership, Customer Satisfaction, Inventory Control, Team Building, Leadership, Data Entry, Teamwork
Education
University of North Carolina - Charlotte 2012 — 2014
Master of Science, Info Security/Privacy Grad Cer
Strayer University 2007 — 2012
Bachelor of Science (BS), Information Technology
Nakita Williams's Wells Fargo Experience July 1994 - Present
Job Learning and Development Facilitator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 1994 - Present
Wachovia July 1994 - Present
Skills
Banking, Customer Service, Management, Leadership, Finance
Education
Strayer University 2012 — 2015
Currently pursuing my Bachelors degree, Business Administration concentrating in Management, General, GPA 3.82
University of North Carolina at Pembroke 1983 — 1986
Wells Fargo July 1994 - Present
Wachovia July 1994 - Present
Skills
Banking, Customer Service, Management, Leadership, Finance
Education
Strayer University 2012 — 2015
Currently pursuing my Bachelors degree, Business Administration concentrating in Management, General, GPA 3.82
University of North Carolina at Pembroke 1983 — 1986
Natasha (Natasha Gill-Phillips) Kerr Natasha (Natasha Gill-Phillips) Kerr's Wells Fargo Experience July 2014 - November 2014
Job Aviation, Banking, Customer Services
Industry Airlines/Aviation
Experience
Wells Fargo July 2014 - November 2014
The Bon Ton Stores Inc. August 2013 - June 2014
Copa Airlines November 2007 - May 2013
Copa Airlines 2007 - 2011
AJAS LTD Ground Handling Agents December 1993 - November 2007
Skills
Airports, Flight Safety, Airport Management, Flights, Aviation, Airlines, IATA, Management, Commercial Aviation, Civil Aviation, Aircraft, Strategic Planning, Charter, Airline Management, Aviation Security
Education
Strayer University 2013 — 2015
Master of Business Administration (MBA), Global Management
University College of the Caribbean 2010 — 2012
Bachelor's degree, Marketing
Wells Fargo July 2014 - November 2014
The Bon Ton Stores Inc. August 2013 - June 2014
Copa Airlines November 2007 - May 2013
Copa Airlines 2007 - 2011
AJAS LTD Ground Handling Agents December 1993 - November 2007
Skills
Airports, Flight Safety, Airport Management, Flights, Aviation, Airlines, IATA, Management, Commercial Aviation, Civil Aviation, Aircraft, Strategic Planning, Charter, Airline Management, Aviation Security
Education
Strayer University 2013 — 2015
Master of Business Administration (MBA), Global Management
University College of the Caribbean 2010 — 2012
Bachelor's degree, Marketing
Christopher Karas Christopher Karas's Wells Fargo Experience July 2009 - October 2011
Job Branch Manager II, Bank of America
Industry Banking
Experience
Bank of America September 2015 - Present
Hudson Heritage Federal Credit Union October 2013 - September 2015
3 birds corp October 2011 - October 2013
Wells Fargo July 2009 - October 2011
New York Security Systems Inc September 2006 - July 2009
SBD Kitchens, LLC February 2000 - September 2006
Ellenville National Bank January 1994 - February 2000
Skills
Consumer Lending, Loans, Credit Analysis, Credit, Cross Selling, Loan Origination, Branch Banking, Small Business Lending, CRM, Management, Training, Finance, Leadership, Sales
Education
SUNY Orange 1995 — 1997
Bachelor of Science (BSc), Business Administration and Management, General
Bank of America September 2015 - Present
Hudson Heritage Federal Credit Union October 2013 - September 2015
3 birds corp October 2011 - October 2013
Wells Fargo July 2009 - October 2011
New York Security Systems Inc September 2006 - July 2009
SBD Kitchens, LLC February 2000 - September 2006
Ellenville National Bank January 1994 - February 2000
Skills
Consumer Lending, Loans, Credit Analysis, Credit, Cross Selling, Loan Origination, Branch Banking, Small Business Lending, CRM, Management, Training, Finance, Leadership, Sales
Education
SUNY Orange 1995 — 1997
Bachelor of Science (BSc), Business Administration and Management, General
Mario Szekalski, AAP Mario Szekalski, AAP's Wells Fargo Experience May 1996 - April 2000
Job Service Manager Item processing at Desert Schools Federal Credit Union
Industry Banking
Experience
Desert Schools Federal Credit Union April 2008 - Present
1st National Bank of Arizona January 2001 - January 2008
Wells Fargo May 1996 - April 2000
First Interstate Bank March 1994 - May 1996
Chase Bank 1988 - 1994
Skills
Vendor Management, Banking, Management, Budgets, Credit Cards, ACH, Loan Origination, Risk Management, Process Improvement, Team Building, Credit, Loans, Mortgage Lending, Consumer Lending, Payments, Core Banking, Operations Management, Project Management, Electronic Payments, Deposits, Financial Services, Financial Analysis, Cash Management, Commercial Banking, CRM, Retail Banking, Credit Analysis, Relationship Management
Education
Suffolk County Community College 1976 — 1978
Desert Schools Federal Credit Union April 2008 - Present
1st National Bank of Arizona January 2001 - January 2008
Wells Fargo May 1996 - April 2000
First Interstate Bank March 1994 - May 1996
Chase Bank 1988 - 1994
Skills
Vendor Management, Banking, Management, Budgets, Credit Cards, ACH, Loan Origination, Risk Management, Process Improvement, Team Building, Credit, Loans, Mortgage Lending, Consumer Lending, Payments, Core Banking, Operations Management, Project Management, Electronic Payments, Deposits, Financial Services, Financial Analysis, Cash Management, Commercial Banking, CRM, Retail Banking, Credit Analysis, Relationship Management
Education
Suffolk County Community College 1976 — 1978
Matthew Nadeau, CIMA® Matthew Nadeau, CIMA®'s Wells Fargo Experience June 2010 - Present
Job Regional Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2010 - Present
Wells Fargo March 2007 - June 2010
Northwestern Mutual 2001 - 2005
Skills
Asset Managment, Financial Advisory, Fixed Income, Equities, Series 7, Series 63, Mutual Funds, Series 65, Asset Allocation, Alternative Investments, Wealth Management, Retirement Planning, Securities, Investments
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Wharton Executive Education - IMCA - Certified Investment Management Analyst
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Finance
Westfield State University 1997 — 2001
BS, Business Management
Wells Fargo June 2010 - Present
Wells Fargo March 2007 - June 2010
Northwestern Mutual 2001 - 2005
Skills
Asset Managment, Financial Advisory, Fixed Income, Equities, Series 7, Series 63, Mutual Funds, Series 65, Asset Allocation, Alternative Investments, Wealth Management, Retirement Planning, Securities, Investments
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Wharton Executive Education - IMCA - Certified Investment Management Analyst
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Finance
Westfield State University 1997 — 2001
BS, Business Management
Stephen McMahon, QKA Stephen McMahon, QKA's Wells Fargo Experience December 2005 - June 2006
Job Pension Consultant/Pension Consultants, Inc.
Industry Financial Services
Experience
Pension Consultants, Inc. August 2014 - Present
Milliman December 2010 - May 2014
Enterprise Iron Financial Industry Solutions, Inc. October 2006 - December 2009
Wells Fargo December 2005 - June 2006
CitiStreet (now ING) October 2003 - November 2005
CitiStreet April 2002 - October 2003
State Street/Citistreet March 1995 - April 2002
State Street Research/Met life 1993 - 1995
Putnam Investments 1991 - 1993
Skills
401k, Retirement, Payroll, Training, Process Improvement, Mutual Funds, Call Centers, Nondiscrimination..., Account Reconciliation, Leadership, ERISA, Investments, Defined Benefit, Employee Benefits, Retirement Planning, Defined Contribution, Customer Service, Financial Services, Pensions, Form 5500, Business Analysis, Data Analysis, Project Management
Education
Suffolk University 1988 — 1990
Bachelors, Finance
Pension Consultants, Inc. August 2014 - Present
Milliman December 2010 - May 2014
Enterprise Iron Financial Industry Solutions, Inc. October 2006 - December 2009
Wells Fargo December 2005 - June 2006
CitiStreet (now ING) October 2003 - November 2005
CitiStreet April 2002 - October 2003
State Street/Citistreet March 1995 - April 2002
State Street Research/Met life 1993 - 1995
Putnam Investments 1991 - 1993
Skills
401k, Retirement, Payroll, Training, Process Improvement, Mutual Funds, Call Centers, Nondiscrimination..., Account Reconciliation, Leadership, ERISA, Investments, Defined Benefit, Employee Benefits, Retirement Planning, Defined Contribution, Customer Service, Financial Services, Pensions, Form 5500, Business Analysis, Data Analysis, Project Management
Education
Suffolk University 1988 — 1990
Bachelors, Finance
Tanisha Monteiro Tanisha Monteiro's Wells Fargo Experience March 2012 - July 2013
Job Corporate Trainer
Industry Real Estate
Experience
TREND MLS August 2013 - Present
Wells Fargo March 2012 - July 2013
Weichert Realtors McCarthy Associates November 2003 - August 2008
Education
Strayer University 2014 — 2015
Master's Degree, Adult and Continuing Education and Teaching
Temple University - Fox School of Business and Management 1999 — 2002
Bacherlors of Administration, Accounting
TREND MLS August 2013 - Present
Wells Fargo March 2012 - July 2013
Weichert Realtors McCarthy Associates November 2003 - August 2008
Education
Strayer University 2014 — 2015
Master's Degree, Adult and Continuing Education and Teaching
Temple University - Fox School of Business and Management 1999 — 2002
Bacherlors of Administration, Accounting
Rebeca Lara's Wells Fargo Experience January 2014 - September 2014
Job Operations Manager Premier Support Solutions at Asurion
Industry Telecommunications
Experience
Asurion October 2014 - Present
Wells Fargo January 2014 - September 2014
Verizon Wireless January 2010 - December 2013
Verizon Wireless January 2010 - November 2010
BCBGMAXAZRIAGROUP June 2009 - June 2010
Verizon Wireless October 2008 - January 2010
Verizon Wireless January 2008 - October 2008
Verizon Wireless January 2008 - August 2008
Verizon Wireless October 2005 - October 2006
Allstate August 2005 - October 2005
Skills
Wireless, M2M, Telecommunications, Cellular Communications, 4G, CDMA, LTE, Mobile Technology, Mobile Devices, VoIP, Customer Experience, Mobile Communications, Call Centers, Unified Communications, Customer Retention, IP, MPLS, Managed Services, Broadband
Education
Strayer University (VA) 2012 — 2013
In progress, Business Administration, Management and Operations
University of Phoenix 2004 — 2007
The University of Texas at El Paso 2000 — 2003
Asurion October 2014 - Present
Wells Fargo January 2014 - September 2014
Verizon Wireless January 2010 - December 2013
Verizon Wireless January 2010 - November 2010
BCBGMAXAZRIAGROUP June 2009 - June 2010
Verizon Wireless October 2008 - January 2010
Verizon Wireless January 2008 - October 2008
Verizon Wireless January 2008 - August 2008
Verizon Wireless October 2005 - October 2006
Allstate August 2005 - October 2005
Skills
Wireless, M2M, Telecommunications, Cellular Communications, 4G, CDMA, LTE, Mobile Technology, Mobile Devices, VoIP, Customer Experience, Mobile Communications, Call Centers, Unified Communications, Customer Retention, IP, MPLS, Managed Services, Broadband
Education
Strayer University (VA) 2012 — 2013
In progress, Business Administration, Management and Operations
University of Phoenix 2004 — 2007
The University of Texas at El Paso 2000 — 2003
Sabrina Lanie Sabrina Lanie's Wells Fargo Experience March 2007 - April 2008
Job Ultimate Events
Industry Hospitality
Experience
UDR January 2014 - Present
Hyatt Place March 2013 - December 2013
Camden Property Trust January 2011 - March 2013
Verizon September 2008 - January 2011
Alltel-Verizon September 2008 - January 2011
Wells Fargo March 2007 - April 2008
Resort Condominiums International June 2005 - January 2007
Skills
Banking, Cross Selling, Retail Banking, Customer Service, Cash Management, Microsoft Excel, Outlook, Access, Call Center, Sales Management, Call Centers, Data Entry, Invoicing, Microsoft Word, Team Building, Management, Project Planning, System Administration, Event Planning, Microsoft Office, Budgets, Employee Relations, Marketing, Customer Satisfaction, Real Estate, Hospitality, Sales, Administration, Time Management
Education
Strayer University 2010 — 2012
Business/Hospitality
Strayer University
Bachelors of Business Management; Masters, Hospitality
UDR January 2014 - Present
Hyatt Place March 2013 - December 2013
Camden Property Trust January 2011 - March 2013
Verizon September 2008 - January 2011
Alltel-Verizon September 2008 - January 2011
Wells Fargo March 2007 - April 2008
Resort Condominiums International June 2005 - January 2007
Skills
Banking, Cross Selling, Retail Banking, Customer Service, Cash Management, Microsoft Excel, Outlook, Access, Call Center, Sales Management, Call Centers, Data Entry, Invoicing, Microsoft Word, Team Building, Management, Project Planning, System Administration, Event Planning, Microsoft Office, Budgets, Employee Relations, Marketing, Customer Satisfaction, Real Estate, Hospitality, Sales, Administration, Time Management
Education
Strayer University 2010 — 2012
Business/Hospitality
Strayer University
Bachelors of Business Management; Masters, Hospitality
Lisa Sutcliffe Lisa Sutcliffe's Wells Fargo Experience 2006 - Present
Job Business Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo 2006 - Present
Wells Fargo Home Mortgage September 1987 - Present
Skills
Business Analysis, Management Consulting, Banking, Management, Risk Management, Financial Analysis, Finance, Analysis, Credit, Sales
Education
Surry Community College 1982 — 1984
Business Administration and Management, General
Starmount High School 1979 — 1982
Wells Fargo 2006 - Present
Wells Fargo Home Mortgage September 1987 - Present
Skills
Business Analysis, Management Consulting, Banking, Management, Risk Management, Financial Analysis, Finance, Analysis, Credit, Sales
Education
Surry Community College 1982 — 1984
Business Administration and Management, General
Starmount High School 1979 — 1982
Lazarus John Lazarus John's Wells Fargo Experience 2010 - 2012
Job SAP FICO Consultant at IBM
Industry Banking
Experience
IBM March 2015 - Present
Wells Fargo 2010 - 2012
Leader Mortgage 2005 - 2010
Education
SUNY Polytechnic Institute 1984 — 1986
Bachelor's degree, Computer Science
SUNY Polytechnic Institute 1984 — 1986
Bachelor’s Degree, Computer Science
IBM March 2015 - Present
Wells Fargo 2010 - 2012
Leader Mortgage 2005 - 2010
Education
SUNY Polytechnic Institute 1984 — 1986
Bachelor's degree, Computer Science
SUNY Polytechnic Institute 1984 — 1986
Bachelor’s Degree, Computer Science
Sharita Thompson's Wells Fargo Experience May 2010 - December 2013
Job Guidance Secretary/Registrar at Prince George's County Public Schools
Industry Primary/Secondary Education
Experience
Prince George's County Public Schools December 2013 - Present
Wells Fargo May 2010 - December 2013
Skills
Teaching, Public Speaking, Customer Service, Research, PowerPoint, Curriculum Design, Curriculum Development, Staff Development, Event Planning, Classroom
Education
Strayer University 2009 — 2013
Bachelor's Degree, Business Administration and Management, General
Prince George's County Public Schools December 2013 - Present
Wells Fargo May 2010 - December 2013
Skills
Teaching, Public Speaking, Customer Service, Research, PowerPoint, Curriculum Design, Curriculum Development, Staff Development, Event Planning, Classroom
Education
Strayer University 2009 — 2013
Bachelor's Degree, Business Administration and Management, General
Kevin Stidworthy Kevin Stidworthy's Wells Fargo Experience June 2011 - September 2012
Job Team Manager at Objective Solutions International
Industry Staffing and Recruiting
Experience
Objective Solutions International December 2014 - Present
Wells Fargo Home Mortgage September 2012 - November 2014
Wells Fargo June 2011 - September 2012
Skills
Temporary Staffing, Recruiting, Research, Finance, Loans, Microsoft Excel, Microsoft Word, Customer Service, Mortgage Lending, Microsoft Publisher, Management, Outlook, Photoshop, Mortgage Underwriting, Microsoft Outlook, Microsoft Access, Adobe Dreamweaver, Adobe Photoshop
Education
Susquehanna University 2006 — 2010
Bachelor's Degree, Finance
Objective Solutions International December 2014 - Present
Wells Fargo Home Mortgage September 2012 - November 2014
Wells Fargo June 2011 - September 2012
Skills
Temporary Staffing, Recruiting, Research, Finance, Loans, Microsoft Excel, Microsoft Word, Customer Service, Mortgage Lending, Microsoft Publisher, Management, Outlook, Photoshop, Mortgage Underwriting, Microsoft Outlook, Microsoft Access, Adobe Dreamweaver, Adobe Photoshop
Education
Susquehanna University 2006 — 2010
Bachelor's Degree, Finance
Tonya S. Artis's Wells Fargo Experience October 2007 - Present
Job Vice Chair, Black African American Connection (Team Member Network) at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2007 - Present
Skills
SDLC, Waterfall, Program Management, Project Portfolio..., Project Delivery, Requirements Analysis, MS Project, Business Process, Resource Management, SharePoint, Agile Methodologies, Business Process..., Requirements Gathering, Release Management, Agile Project Management, Change Management, Cross-functional Team..., Business Intelligence, Project Planning, Quality Assurance
Education
Strayer University 2015 — 2018
Master of Business Administration (MBA), Project Management
UNCC 2010 — 2010
Certificate, Project Management
Strayer University 2007 — 2009
Bachelor of Science (B.S.), International Business
Strayer University 2007 — 2009
Associate's degree, Business
Wells Fargo October 2007 - Present
Skills
SDLC, Waterfall, Program Management, Project Portfolio..., Project Delivery, Requirements Analysis, MS Project, Business Process, Resource Management, SharePoint, Agile Methodologies, Business Process..., Requirements Gathering, Release Management, Agile Project Management, Change Management, Cross-functional Team..., Business Intelligence, Project Planning, Quality Assurance
Education
Strayer University 2015 — 2018
Master of Business Administration (MBA), Project Management
UNCC 2010 — 2010
Certificate, Project Management
Strayer University 2007 — 2009
Bachelor of Science (B.S.), International Business
Strayer University 2007 — 2009
Associate's degree, Business
Vanessa Wade's Wells Fargo Experience November 2009 - July 2010
Job Licensed Health/Life Insurance Agent
Industry Insurance
Experience
National Agents Alliance Corporate May 2015 - Present
Bank of America October 2010 - August 2014
Wells Fargo November 2009 - July 2010
Simon Cohen-Levin Co. July 2004 - September 2007
Education
Suffolk County Community College 1998 — 2000
Associate of Arts and Sciences (AAS), Criminal Justice
National Agents Alliance Corporate May 2015 - Present
Bank of America October 2010 - August 2014
Wells Fargo November 2009 - July 2010
Simon Cohen-Levin Co. July 2004 - September 2007
Education
Suffolk County Community College 1998 — 2000
Associate of Arts and Sciences (AAS), Criminal Justice
Montinique Cager's Wells Fargo Experience January 2006 - Present
Job Director of Operations and Technology at Winston Salem Black Chamber Of Commerce
Industry Computer Software
Experience
Winston Salem Black Chamber Of Commerce December 2013 - Present
Wells Fargo January 2006 - Present
For All Occasion Photography March 2000 - Present
Skills
Customer Service, Microsoft Excel, Marketing, PowerPoint, Data Analysis, Analysis, Business, Database Administration, Banking, Budgets, Research, Newsletters, Business Planning, Market Research, Sports, Brochures, Medical Records, Concerts, Festivals, Microsoft Office, Public Speaking, Project Management, Coaching, Sales, Outlook, Advertising, Team Building, Access, Event Planning, Marketing Strategy, System Administration, Web Design, Time Management, Social Media Marketing, Microsoft Word, Small Business, Team Leadership, Email Marketing, Training, Photography, Social Networking, Social Media, Software Documentation, WordPress, Visio, Customer Satisfaction, Process Improvement, HTML, Event Management, Management
Education
Strayer University 2013 — 2014
Master of Business Administration (MBA), MBA
Strayer University-North Carolina 2012 — 2013
Bachelor of Science (BS), Computer and Information Sciences, General
Winston Salem Black Chamber Of Commerce December 2013 - Present
Wells Fargo January 2006 - Present
For All Occasion Photography March 2000 - Present
Skills
Customer Service, Microsoft Excel, Marketing, PowerPoint, Data Analysis, Analysis, Business, Database Administration, Banking, Budgets, Research, Newsletters, Business Planning, Market Research, Sports, Brochures, Medical Records, Concerts, Festivals, Microsoft Office, Public Speaking, Project Management, Coaching, Sales, Outlook, Advertising, Team Building, Access, Event Planning, Marketing Strategy, System Administration, Web Design, Time Management, Social Media Marketing, Microsoft Word, Small Business, Team Leadership, Email Marketing, Training, Photography, Social Networking, Social Media, Software Documentation, WordPress, Visio, Customer Satisfaction, Process Improvement, HTML, Event Management, Management
Education
Strayer University 2013 — 2014
Master of Business Administration (MBA), MBA
Strayer University-North Carolina 2012 — 2013
Bachelor of Science (BS), Computer and Information Sciences, General
Shanté Thompson's Wells Fargo Experience January 2010 - April 2014
Job Accountant at City of Philadelphia
Industry Music
Experience
City of Philadelphia May 2014 - Present
Shanté Chefé 2009 - Present
Wells Fargo January 2010 - April 2014
Evergreen EAGLE January 2006 - January 2010
Skills
Singing, Music Production, Songwriting, Entertainment, Recording, Social Media, Microsoft Office, Studio Recording, Microsoft Excel, Accounting, Administration, Data Analysis, Year-end Close, Tax Analysis, Financial Analysis, General Business..., Customer Service, Payroll, Financial Statements, Pension Funds
Education
Strayer University
Master of Business Administration (M.B.A.), Human Resources Management and Services, 4.0
Strayer University
Bachelor's Degree, Accounting, 3.8
City of Philadelphia May 2014 - Present
Shanté Chefé 2009 - Present
Wells Fargo January 2010 - April 2014
Evergreen EAGLE January 2006 - January 2010
Skills
Singing, Music Production, Songwriting, Entertainment, Recording, Social Media, Microsoft Office, Studio Recording, Microsoft Excel, Accounting, Administration, Data Analysis, Year-end Close, Tax Analysis, Financial Analysis, General Business..., Customer Service, Payroll, Financial Statements, Pension Funds
Education
Strayer University
Master of Business Administration (M.B.A.), Human Resources Management and Services, 4.0
Strayer University
Bachelor's Degree, Accounting, 3.8
Stephanie Harrell, MBA Stephanie Harrell, MBA's Wells Fargo Experience April 2014 - Present
Job Client Relationship Manager II at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Wells Fargo Home Mortgage October 2012 - March 2014
Wells Fargo Home Mortgage October 2011 - October 2012
Wells Fargo Home Mortgage August 2010 - October 2011
Wells Fargo Home Mortgage December 2008 - August 2010
Florida Default Law Group January 2008 - November 2008
First NLC Financial Services July 2006 - May 2007
Decision One July 2004 - July 2006
Washington Mutual 2002 - 2005
Apex Lending 1999 - 2002
Skills
Loans, Credit, Mortgage Lending, Mortgage Banking, Banking, Underwriting, Financial Risk, Loss Mitigation, Risk Management, Mortgage Underwriting, Portfolio Management, Loan Origination, Management, Analysis, Residential Mortgages, Finance, Credit Risk, Foreclosures, FHA, Consumer Lending, Financial Services, Mortgage Servicing, Leadership, Refinance, Investments, Credit Analysis, Loan Servicing, Compliance, Strategy, Relationship Management, Customer Service, Training, Commercial Lending, Coaching, Small Business Lending, Construction Loans, Real Estate Transactions, Loan Modifications, Default, FHA financing, VA loans, Negotiation, Budgets, Operational Risk, Capital Markets, Secondary Mortgage..., Asset-backed..., Business Analysis, Governance, Portfolio Performance...
Education
Strayer University 2011 — 2014
MBA, Management
University of South Florida - College of Business Administration 2004 — 2007
BS, Finance
Wells Fargo April 2014 - Present
Wells Fargo Home Mortgage October 2012 - March 2014
Wells Fargo Home Mortgage October 2011 - October 2012
Wells Fargo Home Mortgage August 2010 - October 2011
Wells Fargo Home Mortgage December 2008 - August 2010
Florida Default Law Group January 2008 - November 2008
First NLC Financial Services July 2006 - May 2007
Decision One July 2004 - July 2006
Washington Mutual 2002 - 2005
Apex Lending 1999 - 2002
Skills
Loans, Credit, Mortgage Lending, Mortgage Banking, Banking, Underwriting, Financial Risk, Loss Mitigation, Risk Management, Mortgage Underwriting, Portfolio Management, Loan Origination, Management, Analysis, Residential Mortgages, Finance, Credit Risk, Foreclosures, FHA, Consumer Lending, Financial Services, Mortgage Servicing, Leadership, Refinance, Investments, Credit Analysis, Loan Servicing, Compliance, Strategy, Relationship Management, Customer Service, Training, Commercial Lending, Coaching, Small Business Lending, Construction Loans, Real Estate Transactions, Loan Modifications, Default, FHA financing, VA loans, Negotiation, Budgets, Operational Risk, Capital Markets, Secondary Mortgage..., Asset-backed..., Business Analysis, Governance, Portfolio Performance...
Education
Strayer University 2011 — 2014
MBA, Management
University of South Florida - College of Business Administration 2004 — 2007
BS, Finance
Suzanne Olive's Wells Fargo Experience July 2013 - Present
Job Loan Servicing Specialist 4 at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
Wells Fargo Home Mortgage June 2011 - July 2013
Wells Fargo Home Mortgage February 2011 - June 2011
Wells Fargo Home Mortgage July 2010 - February 2011
Genworth Financial July 2009 - March 2010
Skills
SDLC, Credit, Process Improvement, Risk Management, Performance Management, Loans, Mortgage Lending, Change Management, Business Analysis, Quality Assurance, Quality Center, Training, Customer Service, Human Resources, Analysis, Loss Mitigation, Loan Servicing
Education
Strayer University 2012 — 2015
Master's degree, Business Administration and Management, General
University of Phoenix 2008 — 2012
Bachelor in Business Management, Human Resources
University of Phoenix
Bachelors of Science; AA, Business Management; Business Administration
Wells Fargo July 2013 - Present
Wells Fargo Home Mortgage June 2011 - July 2013
Wells Fargo Home Mortgage February 2011 - June 2011
Wells Fargo Home Mortgage July 2010 - February 2011
Genworth Financial July 2009 - March 2010
Skills
SDLC, Credit, Process Improvement, Risk Management, Performance Management, Loans, Mortgage Lending, Change Management, Business Analysis, Quality Assurance, Quality Center, Training, Customer Service, Human Resources, Analysis, Loss Mitigation, Loan Servicing
Education
Strayer University 2012 — 2015
Master's degree, Business Administration and Management, General
University of Phoenix 2008 — 2012
Bachelor in Business Management, Human Resources
University of Phoenix
Bachelors of Science; AA, Business Management; Business Administration
Cindy Wu, CPA's Wells Fargo Experience November 2008 - April 2009
Job Audit Manager at Ernst & Young
Industry Accounting
Experience
Ernst & Young September 2010 - Present
Wells Fargo November 2008 - April 2009
China Council for the Promotion of International Trade (CCPIT) July 2007 - January 2008
China Canton Fair May 2007 - July 2007
Skills
Auditing, SEC filings, US GAAP, Sarbanes-Oxley Act, CPA, Internal Controls, Financial Accounting, Microsoft Excel, Stock Compensation, Derivatives, Translation, Construction Accounting, Real Estate, Finance, SEC Filings, External Audit
Education
University of Southern California - Marshall School of Business 2009 — 2010
Master, Accounting, 3.8/4.0
Sun Yat-Sen University 2005 — 2009
Bachelor, Business Communications, 3.8/4.0
Ernst & Young September 2010 - Present
Wells Fargo November 2008 - April 2009
China Council for the Promotion of International Trade (CCPIT) July 2007 - January 2008
China Canton Fair May 2007 - July 2007
Skills
Auditing, SEC filings, US GAAP, Sarbanes-Oxley Act, CPA, Internal Controls, Financial Accounting, Microsoft Excel, Stock Compensation, Derivatives, Translation, Construction Accounting, Real Estate, Finance, SEC Filings, External Audit
Education
University of Southern California - Marshall School of Business 2009 — 2010
Master, Accounting, 3.8/4.0
Sun Yat-Sen University 2005 — 2009
Bachelor, Business Communications, 3.8/4.0
Sandra Anthis's Wells Fargo Experience October 2013 - February 2014
Job Independant Consultant
Industry Writing and Editing
Experience
Self Employed December 2014 - January 2015
T-Mobile November 2014 - December 2014
Barnes and Nobles February 2014 - October 2014
Wells Fargo October 2013 - February 2014
Anthill Productions January 2003 - July 2013
TIAA-CREF June 2012 - August 2012
TD Ameritrade April 2007 - December 2011
TD Ameritrade 1997 - 2011
Skills
Series 7, Investments, Securities, ETFs, Series 24, Series 63, FINRA, Options, Mutual Funds, Trading, Investment Advisory, Equities, Asset Allocation, Equity Trading, Financial Services, Retirement Planning, CCNA
Education
University of North Texas 2006 — 2007
Physics and Biology (interest in human genetics)
Sul Ross State University 2004 — 2006
Self Employed December 2014 - January 2015
T-Mobile November 2014 - December 2014
Barnes and Nobles February 2014 - October 2014
Wells Fargo October 2013 - February 2014
Anthill Productions January 2003 - July 2013
TIAA-CREF June 2012 - August 2012
TD Ameritrade April 2007 - December 2011
TD Ameritrade 1997 - 2011
Skills
Series 7, Investments, Securities, ETFs, Series 24, Series 63, FINRA, Options, Mutual Funds, Trading, Investment Advisory, Equities, Asset Allocation, Equity Trading, Financial Services, Retirement Planning, CCNA
Education
University of North Texas 2006 — 2007
Physics and Biology (interest in human genetics)
Sul Ross State University 2004 — 2006
Donna Peele-Mattison, PMP's Wells Fargo Experience September 2008 - October 2009
Job
Industry Education Management
Experience
Ashford University 2009 - Present
Bank of America 2009 - Present
Wells Fargo September 2008 - October 2009
Wachovia February 2004 - August 2008
Wachovia May 2003 - December 2003
Gateway August 1998 - July 2002
Education
The George Washington University 2001 — 2003
MA, Human Resource Development
Strome College of Business 1993 — 1996
BS, Business Management
Ashford University 2009 - Present
Bank of America 2009 - Present
Wells Fargo September 2008 - October 2009
Wachovia February 2004 - August 2008
Wachovia May 2003 - December 2003
Gateway August 1998 - July 2002
Education
The George Washington University 2001 — 2003
MA, Human Resource Development
Strome College of Business 1993 — 1996
BS, Business Management
Shalonda Eiland Shalonda Eiland's Wells Fargo Experience March 2015 - Present
Job Accountant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo October 2013 - Present
Wells Fargo July 2012 - October 2013
Wells Fargo January 2010 - August 2012
Wells Fargo March 2012 - July 2012
Wells Fargo August 2010 - March 2012
Wachovia Bank November 2008 - January 2010
Wachovia Bank August 2007 - November 2008
STATE EMPLOYEES CREDIT UNION April 2007 - August 2008
Skills
10 Key, Hands-on Training, Data Entry, Loan Servicing, Customer Service, Cash Balance, Accounts Payable, Accounts Receivable, Account Reconciliation, Coaching, Credit, General Ledger, Finance, Accounting, Leadership, Management, Training, Microsoft Excel, Banking, Team Building, Microsoft Office
Education
Strayer University 2011 — 2014
Associate's degree, Accounting
Wells Fargo March 2015 - Present
Wells Fargo October 2013 - Present
Wells Fargo July 2012 - October 2013
Wells Fargo January 2010 - August 2012
Wells Fargo March 2012 - July 2012
Wells Fargo August 2010 - March 2012
Wachovia Bank November 2008 - January 2010
Wachovia Bank August 2007 - November 2008
STATE EMPLOYEES CREDIT UNION April 2007 - August 2008
Skills
10 Key, Hands-on Training, Data Entry, Loan Servicing, Customer Service, Cash Balance, Accounts Payable, Accounts Receivable, Account Reconciliation, Coaching, Credit, General Ledger, Finance, Accounting, Leadership, Management, Training, Microsoft Excel, Banking, Team Building, Microsoft Office
Education
Strayer University 2011 — 2014
Associate's degree, Accounting
Christine Lindquist's Wells Fargo Experience June 2015 - Present
Job Client Service Consultant 2 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Wells Fargo October 2014 - June 2015
Pioneer Investments July 2014 - October 2014
Pioneer Investments October 2013 - July 2014
Cerulli Associates May 2012 - October 2013
Suffolk University May 2012 - September 2012
Skills
Customer Service, Marketing, Social Media, Direct Mail, Social Media Marketing, Team Leadership, Collaboration, Highly Detailed, Management Consulting, Social Networking, Market Research, PowerPoint, Microsoft Excel, Research, Finance
Education
Suffolk University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Global Business and Entrepreneurship
Wells Fargo June 2015 - Present
Wells Fargo October 2014 - June 2015
Pioneer Investments July 2014 - October 2014
Pioneer Investments October 2013 - July 2014
Cerulli Associates May 2012 - October 2013
Suffolk University May 2012 - September 2012
Skills
Customer Service, Marketing, Social Media, Direct Mail, Social Media Marketing, Team Leadership, Collaboration, Highly Detailed, Management Consulting, Social Networking, Market Research, PowerPoint, Microsoft Excel, Research, Finance
Education
Suffolk University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Global Business and Entrepreneurship
Rochelle Scott's Wells Fargo Experience February 2010 - Present
Job Settlement Clerk/Balancer
Industry Financial Services
Experience
Wells Fargo February 2010 - Present
Richmond, VA June 2008 - January 2010
Chesterfiled,VA July 2007 - June 2008
Wells Fargo December 1999 - March 2007
Sander Sideline Cafe October 1994 - December 1999
Skills
Food Service Operations, Image Processing, Data Entry, Settlement, Restaurants, Bank Reconciliation, General Ledger, Customer Service, Clerical Work, Restaurant Management, Accounts Receivable, Payment Card Processing
Education
Strayer University (VA) 2009 — 2012
Associate's degree, Business Administration and Management, General
Christiana High School 1977 — 1979
Wells Fargo February 2010 - Present
Richmond, VA June 2008 - January 2010
Chesterfiled,VA July 2007 - June 2008
Wells Fargo December 1999 - March 2007
Sander Sideline Cafe October 1994 - December 1999
Skills
Food Service Operations, Image Processing, Data Entry, Settlement, Restaurants, Bank Reconciliation, General Ledger, Customer Service, Clerical Work, Restaurant Management, Accounts Receivable, Payment Card Processing
Education
Strayer University (VA) 2009 — 2012
Associate's degree, Business Administration and Management, General
Christiana High School 1977 — 1979
Toni Gaither Toni Gaither's Wells Fargo Experience January 2012 - Present
Job Service Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2012 - Present
Wells Fargo January 2011 - January 2012
Carolina First Bank September 2006 - September 2007
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Credit Analysis, Process Improvement, Relationship Management, Customer Service, Financial Services, Cross Selling, Risk Management, Commercial Lending, Portfolio Management, Customer Satisfaction
Education
Strayer University (VA)
Master of Science (MS), Business Management
Wells Fargo January 2012 - Present
Wells Fargo January 2011 - January 2012
Carolina First Bank September 2006 - September 2007
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Credit Analysis, Process Improvement, Relationship Management, Customer Service, Financial Services, Cross Selling, Risk Management, Commercial Lending, Portfolio Management, Customer Satisfaction
Education
Strayer University (VA)
Master of Science (MS), Business Management
James Baublitz, CFA James Baublitz, CFA's Wells Fargo Experience September 2008 - June 2009
Job Hedge Manager at Compass Analytics, LLC
Industry Financial Services
Experience
Compass Analytics, LLC February 2012 - Present
Boenning & Scattergood June 2009 - February 2012
Wells Fargo September 2008 - June 2009
Skills
Series 7, Series 63, Chartered Financial..., Equities, Investments, Capital Markets, Fixed Income, Asset Managment, Trading
Education
Susquehanna University 2004 — 2008
BS, BA, Finance, History, Philosophy
Compass Analytics, LLC February 2012 - Present
Boenning & Scattergood June 2009 - February 2012
Wells Fargo September 2008 - June 2009
Skills
Series 7, Series 63, Chartered Financial..., Equities, Investments, Capital Markets, Fixed Income, Asset Managment, Trading
Education
Susquehanna University 2004 — 2008
BS, BA, Finance, History, Philosophy
Ian Maccubbin, MBA Ian Maccubbin, MBA's Wells Fargo Experience August 2011 - March 2013
Job Vice President at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance September 2015 - Present
Wells Fargo Capital Finance September 2013 - September 2015
Wells Fargo Capital Finance March 2013 - September 2013
Wells Fargo August 2011 - March 2013
State Street Corporation March 2010 - September 2011
State Street Mutual Fund Services June 2008 - March 2010
Investors Bank & Trust August 2007 - June 2008
Legacy Investors Bank & Trust August 2006 - August 2007
Skills
Relationship Management, Distressed Debt, Underwriting, Credit Analysis, Business Analysis, Capital Markets, Credit Risk, Investment Management, Bloomberg, Portfolio Management, Banking, Microsoft Excel, Financial Analysis, Budgets, Corporate Finance, Financial Modeling, Fixed Income, Outlook, Essbase, Finance, Credit, Analyst, PowerPoint, Access, Budget, Microsoft Office, Valuation
Education
Suffolk University - Sawyer School of Management 2009 — 2011
MBA, Finance, 3.9
The University of Connecticut 2002 — 2006
Bachelor of Science, Business Administration; Finance
Wells Fargo Capital Finance September 2015 - Present
Wells Fargo Capital Finance September 2013 - September 2015
Wells Fargo Capital Finance March 2013 - September 2013
Wells Fargo August 2011 - March 2013
State Street Corporation March 2010 - September 2011
State Street Mutual Fund Services June 2008 - March 2010
Investors Bank & Trust August 2007 - June 2008
Legacy Investors Bank & Trust August 2006 - August 2007
Skills
Relationship Management, Distressed Debt, Underwriting, Credit Analysis, Business Analysis, Capital Markets, Credit Risk, Investment Management, Bloomberg, Portfolio Management, Banking, Microsoft Excel, Financial Analysis, Budgets, Corporate Finance, Financial Modeling, Fixed Income, Outlook, Essbase, Finance, Credit, Analyst, PowerPoint, Access, Budget, Microsoft Office, Valuation
Education
Suffolk University - Sawyer School of Management 2009 — 2011
MBA, Finance, 3.9
The University of Connecticut 2002 — 2006
Bachelor of Science, Business Administration; Finance
William DellaVecchia William DellaVecchia's Wells Fargo Experience October 2006 - Present
Job Store Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2006 - Present
Wachovia Bank / Wells Fargo Bank July 2008 - May 2013
Wachovia Bank October 2007 - June 2008
Skills
Google Docs, Microsoft Office Suite..., Windows and Mac..., Internet Applications, Banking and Finance..., Business Development, Strategic Planning and..., General Management and..., Regulatory Compliance..., Customer Service and..., Relationship Management, Growth and Development..., Rapid Conflict..., Organizational..., Microsoft Excel, Loans, Customer Service, Microsoft Word, Outlook, Training, Team Building, Portfolio Management, Analysis, Conflict Resolution, Banking, Investments, Management, Strategic Planning, Program Management, Web Applications, Finance, Sales, Insurance, Leadership, Mortgage Lending, Series 63
Education
College Of Staten Island
Business Administration and Management, General
Sussex County Community College
Business Administration and Management, General
Wells Fargo October 2006 - Present
Wachovia Bank / Wells Fargo Bank July 2008 - May 2013
Wachovia Bank October 2007 - June 2008
Skills
Google Docs, Microsoft Office Suite..., Windows and Mac..., Internet Applications, Banking and Finance..., Business Development, Strategic Planning and..., General Management and..., Regulatory Compliance..., Customer Service and..., Relationship Management, Growth and Development..., Rapid Conflict..., Organizational..., Microsoft Excel, Loans, Customer Service, Microsoft Word, Outlook, Training, Team Building, Portfolio Management, Analysis, Conflict Resolution, Banking, Investments, Management, Strategic Planning, Program Management, Web Applications, Finance, Sales, Insurance, Leadership, Mortgage Lending, Series 63
Education
College Of Staten Island
Business Administration and Management, General
Sussex County Community College
Business Administration and Management, General
Spotts, Cheryl Spotts, Cheryl's Wells Fargo Experience July 1999 - November 2000
Job Member Advocate / Sales at AmeriQuest Business Services, Inc.
Industry Transportation/Trucking/Railroad
Experience
AmeriQuest Transportation Services March 2015 - Present
Voltech Instruments, Inc. July 2004 - February 2015
Westek Electronics November 2000 - 2004
Wells Fargo July 1999 - November 2000
Skills
First level..., Key Account Management, Management off shore..., Google Adwords, Html email design and..., SQL database management..., Sales Operations, Technical Support, Engineering, Direct Sales, Product Development, New Business Development, Management, Sales Management, Sales, Telecommunications, Marketing, Forecasting, International Sales, Operations Management, Marketing Strategy, Customer Service, Product Marketing, Negotiation, Manufacturing
Education
Susquehanna University 1990 — 1994
B.S., Business Administration, Marketing
AmeriQuest Transportation Services March 2015 - Present
Voltech Instruments, Inc. July 2004 - February 2015
Westek Electronics November 2000 - 2004
Wells Fargo July 1999 - November 2000
Skills
First level..., Key Account Management, Management off shore..., Google Adwords, Html email design and..., SQL database management..., Sales Operations, Technical Support, Engineering, Direct Sales, Product Development, New Business Development, Management, Sales Management, Sales, Telecommunications, Marketing, Forecasting, International Sales, Operations Management, Marketing Strategy, Customer Service, Product Marketing, Negotiation, Manufacturing
Education
Susquehanna University 1990 — 1994
B.S., Business Administration, Marketing
Shandra Krasser Shandra Krasser's Wells Fargo Experience 2000 - 2005
Job Chief Financial Officer at Massachusetts Commission for the Blind
Industry Government Administration
Experience
Massachusetts Commission for the Blind May 2014 - Present
Massachusetts Commission for the Blind April 2010 - May 2014
Executive Office of Administration and Finance June 2007 - April 2010
Wells Fargo 2000 - 2005
Skills
Public Policy, Fiscal Analysis, Budgetary Management, Communication and..., Legislative Analysis, Program Management, Legislative Issues, Budgets, Analysis, Management, Politics, Legislation, Policy Analysis, Nonprofits, Research, Public Speaking, Policy, Government, Community Outreach, Finance, Legislative Relations
Education
Suffolk University 2005 — 2007
MSPS, Political Science
University of Nebraska-Lincoln 1998 — 2002
BA
Exeter
Massachusetts Commission for the Blind May 2014 - Present
Massachusetts Commission for the Blind April 2010 - May 2014
Executive Office of Administration and Finance June 2007 - April 2010
Wells Fargo 2000 - 2005
Skills
Public Policy, Fiscal Analysis, Budgetary Management, Communication and..., Legislative Analysis, Program Management, Legislative Issues, Budgets, Analysis, Management, Politics, Legislation, Policy Analysis, Nonprofits, Research, Public Speaking, Policy, Government, Community Outreach, Finance, Legislative Relations
Education
Suffolk University 2005 — 2007
MSPS, Political Science
University of Nebraska-Lincoln 1998 — 2002
BA
Exeter
Mahesh Panjwani's Wells Fargo Experience November 2013 - January 2014
Job Senior Manager
Industry Information Technology and Services
Experience
SunEdison April 2015 - Present
Xtime February 2014 - March 2015
Wells Fargo November 2013 - January 2014
Polycom June 2008 - August 2013
Polycom Inc. February 2007 - June 2008
Altera June 2000 - January 2007
SE Technologies December 1998 - May 2000
IT Consulting May 1997 - October 1998
Merind Ltd June 1993 - April 1997
SMPS Consulting Mumbai India December 1992 - May 1993
Skills
Siebel, BI Publisher, OBIEE, ERP, Data Warehousing, Business Intelligence, PL/SQL, Analytics, SQL, Integration, ETL, SDLC, Business Analysis, Requirements Analysis, Software Development, Testing, Informatica, Cross-functional Team..., Data Modeling, Oracle, Agile Methodologies
Education
Swami Ramanand Teerth Marathwada University 1989 — 1992
BE, Computer Science & Engineering
University of Mumbai 1986 — 1989
Diploma, Computer Technology
SunEdison April 2015 - Present
Xtime February 2014 - March 2015
Wells Fargo November 2013 - January 2014
Polycom June 2008 - August 2013
Polycom Inc. February 2007 - June 2008
Altera June 2000 - January 2007
SE Technologies December 1998 - May 2000
IT Consulting May 1997 - October 1998
Merind Ltd June 1993 - April 1997
SMPS Consulting Mumbai India December 1992 - May 1993
Skills
Siebel, BI Publisher, OBIEE, ERP, Data Warehousing, Business Intelligence, PL/SQL, Analytics, SQL, Integration, ETL, SDLC, Business Analysis, Requirements Analysis, Software Development, Testing, Informatica, Cross-functional Team..., Data Modeling, Oracle, Agile Methodologies
Education
Swami Ramanand Teerth Marathwada University 1989 — 1992
BE, Computer Science & Engineering
University of Mumbai 1986 — 1989
Diploma, Computer Technology
Clovis Celestin's Wells Fargo Experience October 2004 - September 2005
Job Experienced Thought Leader
Industry Information Technology and Services
Experience
Organizational Intelligence, LLC November 2010 - Present
Reid-Celestin LLC January 2011 - March 2015
Safeway October 2005 - January 2011
CIBER 2004 - 2006
Wells Fargo October 2004 - September 2005
Southern Wine & Spirits January 2003 - September 2004
Beacon Health Strategies September 2000 - November 2002
Boston Financial Data Services September 1994 - October 2000
Skills
SDLC, Business Intelligence, Vendor Management, Business Analysis, Integration, Data Warehousing, Management, Databases, IT Strategy, Process Improvement, Cross-functional Team..., E-commerce, Strategy, Software Development, Leadership, Software Documentation, IT Management, Business Strategy, Enterprise Architecture, Database Design, Agile Methodologies, Program Management, Disaster Recovery, Budgets, Project Management, Training, Requirements Gathering, PMO, Requirements Analysis, SQL, IT Service Management, ERP, Business Process..., ITIL, ETL, Visio, Microsoft SQL Server, Cloud Computing, Software Project..., PMP, PL/SQL, SOA, MS Project, Solution Architecture, XML, SaaS, Information Technology, Consulting, SAS, IT Governance
Education
Suffolk University - Sawyer Business School 1992 — 1994
Bachelor of Science in Business Administration - CUM LAUDE, Management Information System
Organizational Intelligence, LLC November 2010 - Present
Reid-Celestin LLC January 2011 - March 2015
Safeway October 2005 - January 2011
CIBER 2004 - 2006
Wells Fargo October 2004 - September 2005
Southern Wine & Spirits January 2003 - September 2004
Beacon Health Strategies September 2000 - November 2002
Boston Financial Data Services September 1994 - October 2000
Skills
SDLC, Business Intelligence, Vendor Management, Business Analysis, Integration, Data Warehousing, Management, Databases, IT Strategy, Process Improvement, Cross-functional Team..., E-commerce, Strategy, Software Development, Leadership, Software Documentation, IT Management, Business Strategy, Enterprise Architecture, Database Design, Agile Methodologies, Program Management, Disaster Recovery, Budgets, Project Management, Training, Requirements Gathering, PMO, Requirements Analysis, SQL, IT Service Management, ERP, Business Process..., ITIL, ETL, Visio, Microsoft SQL Server, Cloud Computing, Software Project..., PMP, PL/SQL, SOA, MS Project, Solution Architecture, XML, SaaS, Information Technology, Consulting, SAS, IT Governance
Education
Suffolk University - Sawyer Business School 1992 — 1994
Bachelor of Science in Business Administration - CUM LAUDE, Management Information System
Yvette Isaacs's Wells Fargo Experience January 2003 - Present
Job Analytics Travel Consultant, AVP at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2003 - Present
Skills
Business Intelligence..., Business Analysis, Training, Management, Change Management, Integration, Negotiation, Data Analysis, Business Process..., Vendor Management, Risk Management, Process Improvement, Banking, Strategy, Analysis, Program Management, Leadership
Education
Strayer University-North Carolina 2011 — 2014
Associate's degree, Business Administration and Management, General, 4.0
Wells Fargo January 2003 - Present
Skills
Business Intelligence..., Business Analysis, Training, Management, Change Management, Integration, Negotiation, Data Analysis, Business Process..., Vendor Management, Risk Management, Process Improvement, Banking, Strategy, Analysis, Program Management, Leadership
Education
Strayer University-North Carolina 2011 — 2014
Associate's degree, Business Administration and Management, General, 4.0
April Bethel's Wells Fargo Experience November 2010 - February 2011
Job Applications Support Analyst TEKsystems
Industry Information Technology and Services
Experience
Volvo IT January 2015 - Present
Bank of America June 2014 - January 2015
Volvo IT July 2013 - June 2014
Campus Partners March 2013 - July 2013
Ecolab July 2012 - March 2013
Bank of America March 2012 - July 2012
Ecolab February 2011 - February 2012
Wells Fargo November 2010 - February 2011
Bank of America October 2009 - November 2010
Measurement Incorporated August 2008 - May 2009
Skills
T-SQL, Access, Microsoft SQL Server, SQL, Visio, Business Analysis, Databases, Testing, TFS, Data Analysis, Quality Assurance, Requirements Analysis, Relational Databases, Analysis, Scrum, Database Administration, Process Improvement, Program Management, Project Management, Servers, Team Leadership, SDLC
Education
University of Illinois at Chicago 2010 — 2011
Post-Masters Certificate, Health Informatics
University of Phoenix 2002 — 2004
Master of Science, Computer Information Systems
Old Dominion University - College of Business and Public Administration 1989 — 1999
Bachelors of Science, Business Administration
Volvo IT January 2015 - Present
Bank of America June 2014 - January 2015
Volvo IT July 2013 - June 2014
Campus Partners March 2013 - July 2013
Ecolab July 2012 - March 2013
Bank of America March 2012 - July 2012
Ecolab February 2011 - February 2012
Wells Fargo November 2010 - February 2011
Bank of America October 2009 - November 2010
Measurement Incorporated August 2008 - May 2009
Skills
T-SQL, Access, Microsoft SQL Server, SQL, Visio, Business Analysis, Databases, Testing, TFS, Data Analysis, Quality Assurance, Requirements Analysis, Relational Databases, Analysis, Scrum, Database Administration, Process Improvement, Program Management, Project Management, Servers, Team Leadership, SDLC
Education
University of Illinois at Chicago 2010 — 2011
Post-Masters Certificate, Health Informatics
University of Phoenix 2002 — 2004
Master of Science, Computer Information Systems
Old Dominion University - College of Business and Public Administration 1989 — 1999
Bachelors of Science, Business Administration
John Likas's Wells Fargo Experience 1980 - 2007
Job GreenPath Software Solutions LLC
Industry Computer Software
Experience
Greenpath Software Solutions LLC May 2007 - Present
Walnut Computing Services April 2009 - May 2011
Wells Fargo Bank 2009 - April 2011
Wells Fargo 1980 - 2007
Wells Fargo Bank 1980 - 2006
Skills
Business Analysis, Risk Management, Banking, Program Management, Management Consulting, Process Improvement, Strategic Planning, Mergers, SDLC, Requirements Analysis, Vendor Management, Change Management, Integration, Financial Services, Management, Software Project..., Strategy, IT Strategy, Analysis, Enterprise Architecture, Business Process, Leadership, Business Strategy, Business Process..., Project Management, Project Portfolio..., Outsourcing, Product Management, Business Transformation, Start-ups, Cross-functional Team..., Mergers & Acquisitions, Business Requirements, Data Warehousing, Executive Management, PMO, Consulting, Business Development, Requirements Gathering, Enterprise Software, Business Intelligence, SaaS, CRM, IT Management, PMP, Analytics, Governance, Visio, Cloud Computing, Software Development
Education
Suffolk University - Sawyer Business School 1975 — 1976
MBA, Economics and Management
Northeastern University BS
Engineering Technology, General
Greenpath Software Solutions LLC May 2007 - Present
Walnut Computing Services April 2009 - May 2011
Wells Fargo Bank 2009 - April 2011
Wells Fargo 1980 - 2007
Wells Fargo Bank 1980 - 2006
Skills
Business Analysis, Risk Management, Banking, Program Management, Management Consulting, Process Improvement, Strategic Planning, Mergers, SDLC, Requirements Analysis, Vendor Management, Change Management, Integration, Financial Services, Management, Software Project..., Strategy, IT Strategy, Analysis, Enterprise Architecture, Business Process, Leadership, Business Strategy, Business Process..., Project Management, Project Portfolio..., Outsourcing, Product Management, Business Transformation, Start-ups, Cross-functional Team..., Mergers & Acquisitions, Business Requirements, Data Warehousing, Executive Management, PMO, Consulting, Business Development, Requirements Gathering, Enterprise Software, Business Intelligence, SaaS, CRM, IT Management, PMP, Analytics, Governance, Visio, Cloud Computing, Software Development
Education
Suffolk University - Sawyer Business School 1975 — 1976
MBA, Economics and Management
Northeastern University BS
Engineering Technology, General
Patti Harris's Wells Fargo Experience 2007 - February 2011
Job President at Blue Bee Promotions
Industry Banking
Experience
Blue Bee Promotions February 2011 - Present
Wells Fargo 2007 - February 2011
Regions Financial Corporation 2003 - 2007
Skills
Process Improvement, Risk Management, Business Continuity, Banking, Strategic Planning, Risk Assessment, Business Analysis, Project Management, Vendor Management, Change Management, Disaster Recovery, Security, SDLC, Credit, Enterprise Risk..., Program Management, Governance, Project Portfolio..., Financial Analysis, Business Continuity..., Business Process..., Incident Management, Software Project...
Education
The Citadel 1981 — 1983
MBA, Business Administration/Finance
Old Dominion University - College of Business and Public Administration 1974 — 1977
Bachelor of Science (B.S.), Business Administration and Management, General
Blue Bee Promotions February 2011 - Present
Wells Fargo 2007 - February 2011
Regions Financial Corporation 2003 - 2007
Skills
Process Improvement, Risk Management, Business Continuity, Banking, Strategic Planning, Risk Assessment, Business Analysis, Project Management, Vendor Management, Change Management, Disaster Recovery, Security, SDLC, Credit, Enterprise Risk..., Program Management, Governance, Project Portfolio..., Financial Analysis, Business Continuity..., Business Process..., Incident Management, Software Project...
Education
The Citadel 1981 — 1983
MBA, Business Administration/Finance
Old Dominion University - College of Business and Public Administration 1974 — 1977
Bachelor of Science (B.S.), Business Administration and Management, General
Blyth Bailey's Wells Fargo Experience 2011 - 2013
Job Vice President Senior Treasury Management Sales Consultant | Project Manager
Industry Banking
Experience
Wells Fargo 2011 - 2013
Wells Fargo 2000 - 2011
Norwest Bank NA 1995 - 2000
Chase Manhattan Bank NA 1985 - 1994
Manufacturers Hanover Trust 1981 - 1985
The Travelers Insurance Company 1980 - 1981
Skills
Treasury Management, Portfolio Management, Banking, Wealth Management, Financial Analysis, Project Management, Cash Management, Business Development, Mergers & Acquisitions, Risk Management, Management
Education
Sweet Briar College 1975 — 1979
BA, Bachelor of Arts Degree, English Literature
Wells Fargo 2011 - 2013
Wells Fargo 2000 - 2011
Norwest Bank NA 1995 - 2000
Chase Manhattan Bank NA 1985 - 1994
Manufacturers Hanover Trust 1981 - 1985
The Travelers Insurance Company 1980 - 1981
Skills
Treasury Management, Portfolio Management, Banking, Wealth Management, Financial Analysis, Project Management, Cash Management, Business Development, Mergers & Acquisitions, Risk Management, Management
Education
Sweet Briar College 1975 — 1979
BA, Bachelor of Arts Degree, English Literature
Amanda Tapac's Wells Fargo Experience
Job Sr. Admin Asst at Wells Fargo
Industry Banking
Experience
Wells Fargo
Skills
Administrative..., Microsoft Excel, Outlook, Leadership, Banking, Events Coordination, Microsoft Office
Education
Strome College of Business 1970 — 1972
Wells Fargo
Skills
Administrative..., Microsoft Excel, Outlook, Leadership, Banking, Events Coordination, Microsoft Office
Education
Strome College of Business 1970 — 1972
Cristy De La Cruz, CCRA's Wells Fargo Experience 2006 - 2007
Job Clinical Research Manager at Medtronic
Industry Research
Experience
Medtronic June 2015 - Present
Medtronic May 2014 - June 2015
Medtronic May 2009 - April 2014
West Seventh Community Center 2008 - 2011
Medtronic April 2007 - May 2009
Wells Fargo 2006 - 2007
Self-employed 2004 - 2006
University of Minnesota January 2003 - December 2005
Elizabeth Dickinson campaign 2005 - 2005
Lee Helgen for City Council Campaign August 2003 - November 2003
Skills
Spanish, Clinical Data Management, Clinical Research, Data Management, Clinical, Administration, Writing, Data Collection, CTMS, Grant Writing, Grants, Research, Clinical Trials, Data Analysis, Analysis, Teaching, Regulatory Affairs, Nonprofits, FDA, Medical Devices, GCP, Statistics, Lifesciences, CRO, Biotechnology, Management, Budgets, Project Management, Regulatory Submissions, Medical Writing, Protocol, Non-profits
Education
University of Minnesota-Twin Cities 2001 — 2006
Masters Degree, Liberal Studies
Swarthmore College 1992 — 1996
B.A., Psychobiology
Delavan Darien High School 1989 — 1992
Diploma, General Studies
Medtronic June 2015 - Present
Medtronic May 2014 - June 2015
Medtronic May 2009 - April 2014
West Seventh Community Center 2008 - 2011
Medtronic April 2007 - May 2009
Wells Fargo 2006 - 2007
Self-employed 2004 - 2006
University of Minnesota January 2003 - December 2005
Elizabeth Dickinson campaign 2005 - 2005
Lee Helgen for City Council Campaign August 2003 - November 2003
Skills
Spanish, Clinical Data Management, Clinical Research, Data Management, Clinical, Administration, Writing, Data Collection, CTMS, Grant Writing, Grants, Research, Clinical Trials, Data Analysis, Analysis, Teaching, Regulatory Affairs, Nonprofits, FDA, Medical Devices, GCP, Statistics, Lifesciences, CRO, Biotechnology, Management, Budgets, Project Management, Regulatory Submissions, Medical Writing, Protocol, Non-profits
Education
University of Minnesota-Twin Cities 2001 — 2006
Masters Degree, Liberal Studies
Swarthmore College 1992 — 1996
B.A., Psychobiology
Delavan Darien High School 1989 — 1992
Diploma, General Studies
Kris Robertson's Wells Fargo Experience January 2001 - January 2005
Job Senior IT Analyst / Configuration Management Analyst
Industry Research
Experience
Duke Clinical Research Institute May 2012 - Present
BB&T January 2008 - May 2012
BB&T January 2005 - January 2008
Wells Fargo January 2001 - January 2005
Skills
Configuration Management, Strategic Planning, Root Cause Analysis, CMDB, Enterprise Software, ITIL, Servers, Security, IT Optimization, SDLC, Process Improvement, Requirements Gathering, Process Metric Analysis, DDM, VMware ESX, Operating Systems, Change Management, CMS, Information Technology, Enterprise Architecture, Disaster Recovery, SharePoint, Vendor Management, IT Management
Education
Surry Community College 1990 — 1992
Duke Clinical Research Institute May 2012 - Present
BB&T January 2008 - May 2012
BB&T January 2005 - January 2008
Wells Fargo January 2001 - January 2005
Skills
Configuration Management, Strategic Planning, Root Cause Analysis, CMDB, Enterprise Software, ITIL, Servers, Security, IT Optimization, SDLC, Process Improvement, Requirements Gathering, Process Metric Analysis, DDM, VMware ESX, Operating Systems, Change Management, CMS, Information Technology, Enterprise Architecture, Disaster Recovery, SharePoint, Vendor Management, IT Management
Education
Surry Community College 1990 — 1992
Jo-Ann Schwartzman's Wells Fargo Experience June 2009 - Present
Job VP Client Services at Wells Fargo Funds Distributors, LLC
Industry Financial Services
Experience
Wells Fargo Funds Distributors, LLC July 2013 - Present
Wells Fargo June 2009 - Present
Suffolk University July 2011 - April 2013
Wachovia / Evergreen Investments January 2000 - June 2009
Evergreen Investments November 1987 - January 2000
Skills
Strategic Planning, Curriculum Design, Performance Consulting, Organizational..., Training, Staff Development, Project Planning, Instructional Design, Succession Planning, Onboarding, Talent Management, Leadership Development, Management Development, Organizational..., Employee Engagement, Change Management, Vendor Management, Employee Relations, Career Development, Organizational Design, Process Improvement, Project Management, Needs Analysis, Team Building
Education
Suffolk University 2006 — 2009
MS, Organizational Learning & Development
The George Washington University 1978 — 1982
BA, Philosophy
Wells Fargo Funds Distributors, LLC July 2013 - Present
Wells Fargo June 2009 - Present
Suffolk University July 2011 - April 2013
Wachovia / Evergreen Investments January 2000 - June 2009
Evergreen Investments November 1987 - January 2000
Skills
Strategic Planning, Curriculum Design, Performance Consulting, Organizational..., Training, Staff Development, Project Planning, Instructional Design, Succession Planning, Onboarding, Talent Management, Leadership Development, Management Development, Organizational..., Employee Engagement, Change Management, Vendor Management, Employee Relations, Career Development, Organizational Design, Process Improvement, Project Management, Needs Analysis, Team Building
Education
Suffolk University 2006 — 2009
MS, Organizational Learning & Development
The George Washington University 1978 — 1982
BA, Philosophy
Kim (Tavares) Godshall's Wells Fargo Experience May 2013 - Present
Job Principal Business Relationship Manager/Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2013 - Present
National Penn Bank March 2009 - May 2013
Citibank July 2007 - December 2008
Sovereign Bank March 2004 - June 2007
Fleet Bank June 1996 - February 2004
Skills
Commercial Lending, Credit, Loans, Banking, Middle Market, Commercial Banking, Portfolio Management, Credit Analysis, Financial Analysis, Cash Management, Credit Risk, Mortgage Lending, Risk Management, Small Business Lending, Financial Risk, Relationship Management, Treasury Management, Asset Based Lending
Education
Temple University - Fox School of Business and Management 2000 — 2003
MBA, Accounting
Susquehanna University 1992 — 1996
BS, Finance
Wells Fargo May 2013 - Present
National Penn Bank March 2009 - May 2013
Citibank July 2007 - December 2008
Sovereign Bank March 2004 - June 2007
Fleet Bank June 1996 - February 2004
Skills
Commercial Lending, Credit, Loans, Banking, Middle Market, Commercial Banking, Portfolio Management, Credit Analysis, Financial Analysis, Cash Management, Credit Risk, Mortgage Lending, Risk Management, Small Business Lending, Financial Risk, Relationship Management, Treasury Management, Asset Based Lending
Education
Temple University - Fox School of Business and Management 2000 — 2003
MBA, Accounting
Susquehanna University 1992 — 1996
BS, Finance
Diane Humphrey's Wells Fargo Experience May 2013 - Present
Job System Support Analyst at Wells Fargo
Industry Computer Software
Experience
Wells Fargo May 2013 - Present
Wachovia, A Wells Fargo Company November 2010 - March 2011
World Networking Services June 2010 - October 2010
Dassault Systemes June 2005 - November 2008
Dassault Systemes October 2000 - June 2005
International Computex Inc November 1996 - October 2000
Special Metals Corp 1995 - 1996
Special Metals Corp 1987 - 1993
Skills
MatrixOne, Software Development, Java, Java Enterprise Edition, C++, Oracle, Catia, Unix, Product Lifecycle..., Websphere, Linux, XML, SQL, SDLC
Education
SUNY Polytechnic Institute 1995 — 1996
B.S., Computer and Information Science
Wells Fargo May 2013 - Present
Wachovia, A Wells Fargo Company November 2010 - March 2011
World Networking Services June 2010 - October 2010
Dassault Systemes June 2005 - November 2008
Dassault Systemes October 2000 - June 2005
International Computex Inc November 1996 - October 2000
Special Metals Corp 1995 - 1996
Special Metals Corp 1987 - 1993
Skills
MatrixOne, Software Development, Java, Java Enterprise Edition, C++, Oracle, Catia, Unix, Product Lifecycle..., Websphere, Linux, XML, SQL, SDLC
Education
SUNY Polytechnic Institute 1995 — 1996
B.S., Computer and Information Science
Wendell Sammons's Wells Fargo Experience December 2013 - Present
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2013 - Present
Wells Fargo September 2012 - December 2013
UBS Investment Bank August 2010 - June 2012
Thomson Reuters 2005 - 2008
Skills
Investment Banking, Financial Modeling, Valuation, Underwriting, Relationship Management, Financial Statement..., Loan Origination, Loan Modifications, Microsoft Excel, PowerPoint, Microsoft Word, Capital Markets
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
MBA, Corporate Finance
Swarthmore College 2000 — 2004
BA, Economics
Tower Hill School 1990 — 2000
Wells Fargo December 2013 - Present
Wells Fargo September 2012 - December 2013
UBS Investment Bank August 2010 - June 2012
Thomson Reuters 2005 - 2008
Skills
Investment Banking, Financial Modeling, Valuation, Underwriting, Relationship Management, Financial Statement..., Loan Origination, Loan Modifications, Microsoft Excel, PowerPoint, Microsoft Word, Capital Markets
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
MBA, Corporate Finance
Swarthmore College 2000 — 2004
BA, Economics
Tower Hill School 1990 — 2000
Steve Signorelli's Wells Fargo Experience August 2006 - November 2013
Job VP Regional Sales Manager at Bank of America Merchant Services
Industry Banking
Experience
Bank of America Merchant Services September 2014 - Present
Vantiv November 2013 - September 2014
Wells Fargo August 2006 - November 2013
First Data Corporation March 2005 - July 2006
Liggett Vector Brands December 2001 - December 2004
Lorillard Tobacco Company September 1995 - November 2001
Skills
Sales Management, Merchant Services, Retail Banking, Credit Analysis, Sales Process, Cross Selling, Selling, Lead Generation, Business Development, Financial Services, Leadership, Management, Retail, Start-ups, Banking, Credit
Education
Suffolk County Community College 1984 — 1986
Retailing and Retail Operations
Smithtown H.S.East 1980 — 1984
Bank of America Merchant Services September 2014 - Present
Vantiv November 2013 - September 2014
Wells Fargo August 2006 - November 2013
First Data Corporation March 2005 - July 2006
Liggett Vector Brands December 2001 - December 2004
Lorillard Tobacco Company September 1995 - November 2001
Skills
Sales Management, Merchant Services, Retail Banking, Credit Analysis, Sales Process, Cross Selling, Selling, Lead Generation, Business Development, Financial Services, Leadership, Management, Retail, Start-ups, Banking, Credit
Education
Suffolk County Community College 1984 — 1986
Retailing and Retail Operations
Smithtown H.S.East 1980 — 1984
Tomer Shoval's Wells Fargo Experience October 2007 - September 2012
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Washington, DC Metro Area October 2012 - Present
Wells Fargo October 2007 - September 2012
Education
Georgetown University School of Continuing Studies 2013 — 2014
Certificate in Financial Planning, CFP
Strayer University 2003 — 2007
BBA, Business Administration, Management Concentration
Washington, DC Metro Area October 2012 - Present
Wells Fargo October 2007 - September 2012
Education
Georgetown University School of Continuing Studies 2013 — 2014
Certificate in Financial Planning, CFP
Strayer University 2003 — 2007
BBA, Business Administration, Management Concentration
Richard Karl's Wells Fargo Experience June 2009 - December 2010
Job Information Technology Professional
Industry Information Technology and Services
Experience
Alameda County Information Technology Department July 2013 - Present
California Employment Development Department February 2011 - March 2013
Wells Fargo June 2009 - December 2010
Charles Schwab July 2008 - December 2008
Wells Fargo July 2007 - July 2008
Charles Schwab July 2006 - July 2007
Wells Fargo July 2005 - July 2006
Charles Schwab February 1991 - July 2005
Education
Suffolk University
B.S., Business Administration
Alameda County Information Technology Department July 2013 - Present
California Employment Development Department February 2011 - March 2013
Wells Fargo June 2009 - December 2010
Charles Schwab July 2008 - December 2008
Wells Fargo July 2007 - July 2008
Charles Schwab July 2006 - July 2007
Wells Fargo July 2005 - July 2006
Charles Schwab February 1991 - July 2005
Education
Suffolk University
B.S., Business Administration
Jeffrey Steever's Wells Fargo Experience June 2004 - June 2008
Job TIAACREF
Industry Financial Services
Experience
M&T Bank August 2010 - October 2013
Wells Fargo June 2004 - June 2008
BNP Paribas October 2001 - May 2004
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Banking, Risk Management, Finance, Business Analysis, Strategic Financial..., Commercial Banking, Process Improvement, Valuation, Forecasting, Capital Markets
Education
Susquehanna University
BS
Wake Forest University - Babcock Graduate School of Management
MBA
M&T Bank August 2010 - October 2013
Wells Fargo June 2004 - June 2008
BNP Paribas October 2001 - May 2004
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Banking, Risk Management, Finance, Business Analysis, Strategic Financial..., Commercial Banking, Process Improvement, Valuation, Forecasting, Capital Markets
Education
Susquehanna University
BS
Wake Forest University - Babcock Graduate School of Management
MBA
Matthew Eyrich's Wells Fargo Experience November 1999 - Present
Job Senior Vice President SRM at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 1999 - Present
Wells Fargo Bank January 1999 - Present
Texzona Finance Corp January 1993 - January 1999
First Interstate Bank of Arizona January 1991 - January 1993
Valley National Bank of Arizona January 1987 - January 1991
Safeway Stores, Inc January 1986 - January 1987
Skills
Credit, Commercial Banking, Commercial Lending, Loans, Small Business Lending, Asset Based Lending, Sales, Credit Analysis, Financial Services, Portfolio Management, Management, Underwriting, Treasury Management, Banking, Mortgage Lending, Loan Origination, Investments
Education
Sul Ross State University 1983 — 1985
Masters, Business Administration; Agricultural Business emphasis
University of Arizona 1977 — 1979
Bachelor of Science; of studies, Animal Health Management; Animal Health Science and Agricultural Education
Wells Fargo November 1999 - Present
Wells Fargo Bank January 1999 - Present
Texzona Finance Corp January 1993 - January 1999
First Interstate Bank of Arizona January 1991 - January 1993
Valley National Bank of Arizona January 1987 - January 1991
Safeway Stores, Inc January 1986 - January 1987
Skills
Credit, Commercial Banking, Commercial Lending, Loans, Small Business Lending, Asset Based Lending, Sales, Credit Analysis, Financial Services, Portfolio Management, Management, Underwriting, Treasury Management, Banking, Mortgage Lending, Loan Origination, Investments
Education
Sul Ross State University 1983 — 1985
Masters, Business Administration; Agricultural Business emphasis
University of Arizona 1977 — 1979
Bachelor of Science; of studies, Animal Health Management; Animal Health Science and Agricultural Education
Reid Kastner's Wells Fargo Experience July 2009 - 2012
Job Senior Technology Project Manager
Industry Information Technology and Services
Experience
Smart Resources April 2012 - Present
Wells Fargo July 2009 - 2012
Wells Fargo Advisors, LLC 2006 - 2009
Wachovia Securities, LLC 2004 - 2006
Wachovia Bank 2001 - 2004
Firstunion Bank 2000 - 2001
National Gaurd 1998 - 2001
SunTrust Bank 1997 - 2000
Circuit City 1993 - 1997
Skills
Project Mananger, Business Analysis, Change Management, Requirements Gathering, Customer Service, Requirements Analysis, SDLC, Vendor Management, Process Improvement, Project Portfolio..., Software Project..., Visio, MS Project, Business Requirements, Program Management, ITIL, Information Technology, Relationship Management, Team Leadership, Analysis, Technology Management, Business Process, Business Process..., Consulting, Leadership, Project Delivery, Requirements Management, Cross-functional Team..., Management, Project Management, PMP, IT Management, Software Documentation, Resource Management, Telecommunications, SharePoint, IT Strategy, Risk Management, PMO
Education
Strayer University 1999 — 2001
BSCN, Networking
Strayer University (VA) 1999 — 2001
MBMS, Management systems
Smart Resources April 2012 - Present
Wells Fargo July 2009 - 2012
Wells Fargo Advisors, LLC 2006 - 2009
Wachovia Securities, LLC 2004 - 2006
Wachovia Bank 2001 - 2004
Firstunion Bank 2000 - 2001
National Gaurd 1998 - 2001
SunTrust Bank 1997 - 2000
Circuit City 1993 - 1997
Skills
Project Mananger, Business Analysis, Change Management, Requirements Gathering, Customer Service, Requirements Analysis, SDLC, Vendor Management, Process Improvement, Project Portfolio..., Software Project..., Visio, MS Project, Business Requirements, Program Management, ITIL, Information Technology, Relationship Management, Team Leadership, Analysis, Technology Management, Business Process, Business Process..., Consulting, Leadership, Project Delivery, Requirements Management, Cross-functional Team..., Management, Project Management, PMP, IT Management, Software Documentation, Resource Management, Telecommunications, SharePoint, IT Strategy, Risk Management, PMO
Education
Strayer University 1999 — 2001
BSCN, Networking
Strayer University (VA) 1999 — 2001
MBMS, Management systems
Martha Heric, CRE, MAI, CCIM's Wells Fargo Experience July 2009 - Present
Job Vice President at Wells Fargo
Industry Real Estate
Experience
Wells Fargo July 2009 - Present
Hampton Inn, Gloucester, VA 2008 - 2011
The Riemann Companies, Inc. January 1986 - July 2009
Skills
Appraisals, Real Estate, Real Estate Development, Real Estate Economics, Investments, Brokerage, Commercial Real Estate, Financial Analysis, Competitive Analysis, Feasibility Studies, Valuation, Finance, Market Analysis, Due Diligence, Management, Real Estate Transactions, Disposition, Real Estate Financing, Investment Properties, Leadership, Location Intelligence, Negotiation, Strategic Planning
Education
Strome College of Business
MBA, Business Administration
University of Georgia
BLA, Environmental Design
Wells Fargo July 2009 - Present
Hampton Inn, Gloucester, VA 2008 - 2011
The Riemann Companies, Inc. January 1986 - July 2009
Skills
Appraisals, Real Estate, Real Estate Development, Real Estate Economics, Investments, Brokerage, Commercial Real Estate, Financial Analysis, Competitive Analysis, Feasibility Studies, Valuation, Finance, Market Analysis, Due Diligence, Management, Real Estate Transactions, Disposition, Real Estate Financing, Investment Properties, Leadership, Location Intelligence, Negotiation, Strategic Planning
Education
Strome College of Business
MBA, Business Administration
University of Georgia
BLA, Environmental Design
Carol Stinson's Wells Fargo Experience August 1997 - Present
Job Systems Programmer at Wells Fargo
Industry Banking
Greta Thompson's Wells Fargo Experience August 2009 - Present
Job Licensed Personal Banker at Wells Fargo
Industry Financial Services
Experience
SunTrust Bank August 2014 - Present
Wells Fargo August 2009 - Present
Beneficial Mortgage January 1998 - April 2009
Household Finance June 1996 - December 1997
Skills
Financial Services, Sales Management, Sales Operations, Marketing, Human Resources, Series 65, Series 63, Series 6, Life and Health..., Loans, Credit, Banking
Education
Strome College of Business 1989 — 1993
B.S., Finance
SunTrust Bank August 2014 - Present
Wells Fargo August 2009 - Present
Beneficial Mortgage January 1998 - April 2009
Household Finance June 1996 - December 1997
Skills
Financial Services, Sales Management, Sales Operations, Marketing, Human Resources, Series 65, Series 63, Series 6, Life and Health..., Loans, Credit, Banking
Education
Strome College of Business 1989 — 1993
B.S., Finance
Pam Nothstein's Wells Fargo Experience May 1995 - Present
Job Senior Philanthropic Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo May 1995 - Present
Wachovia a Wells Fargo Company 1995 - Present
Wachovia Trust 1995 - Present
Skills
Banking, Investments, Strategic Planning, Charitable Trusts, Portfolio Management, Wealth Management, Philanthropy, Retirement Planning, High Net Worth..., Charities, Retirement, Investment Advisory, Wealth Management..., Investment Strategies, Wealth, Trust Services, Series 7
Education
CFA Institute
CFA
Susquehanna University
Bachelor of Science (B.S.) - Economics, Finance
Wells Fargo May 1995 - Present
Wachovia a Wells Fargo Company 1995 - Present
Wachovia Trust 1995 - Present
Skills
Banking, Investments, Strategic Planning, Charitable Trusts, Portfolio Management, Wealth Management, Philanthropy, Retirement Planning, High Net Worth..., Charities, Retirement, Investment Advisory, Wealth Management..., Investment Strategies, Wealth, Trust Services, Series 7
Education
CFA Institute
CFA
Susquehanna University
Bachelor of Science (B.S.) - Economics, Finance
Seema Shingala's Wells Fargo Experience October 2009 - July 2010
Job Operations Analyst at Bank of America
Industry Banking
Experience
Bank of America July 2010 - Present
Wells Fargo October 2009 - July 2010
Wachovia, A Wells Fargo Company February 2007 - June 2008
Wachovia, A Wells Fargo Company May 2003 - November 2006
Fleet Bank June 2000 - May 2003
Skills
Banking, Credit, Cash Management, Loans, Accounting, Accounts Receivable, Management, Payments, General Ledger, Mergers, Consumer Lending, Small Business Lending, Commercial Lending, Lines Of Credit, Credit Analysis, Commercial Banking, Strategic Planning, Loan Origination, Mortgage Lending, Mortgage Banking
Education
Suffolk University - Sawyer Business School 1998 — 2000
MBA, Management
University of Scranton 1994 — 1998
BS, Management
Bank of America July 2010 - Present
Wells Fargo October 2009 - July 2010
Wachovia, A Wells Fargo Company February 2007 - June 2008
Wachovia, A Wells Fargo Company May 2003 - November 2006
Fleet Bank June 2000 - May 2003
Skills
Banking, Credit, Cash Management, Loans, Accounting, Accounts Receivable, Management, Payments, General Ledger, Mergers, Consumer Lending, Small Business Lending, Commercial Lending, Lines Of Credit, Credit Analysis, Commercial Banking, Strategic Planning, Loan Origination, Mortgage Lending, Mortgage Banking
Education
Suffolk University - Sawyer Business School 1998 — 2000
MBA, Management
University of Scranton 1994 — 1998
BS, Management
Liz Zusalim's Wells Fargo Experience October 2005 - Present
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2005 - Present
Western Union Payment Services March 2002 - October 2005
Bank of America May 1990 - September 2000
Education
Swarthmore College 1975 — 1979
BA, French
Wells Fargo October 2005 - Present
Western Union Payment Services March 2002 - October 2005
Bank of America May 1990 - September 2000
Education
Swarthmore College 1975 — 1979
BA, French
Stephanie Tuttle's Wells Fargo Experience January 2011 - June 2013
Job SBA Underwriter at Yadkin Bank
Industry Banking
Experience
SunTrust Bank June 2013 - April 2015
Wells Fargo January 2011 - June 2013
Wells Fargo May 2007 - January 2011
Wachovia (Wells Fargo) January 2004 - June 2005
Skills
Credit, Banking, Credit Risk, Credit Analysis, Risk Management, Loans, Portfolio Management, Financial Risk, Mortgage Lending, Commercial Banking, Financial Analysis, Underwriting, Commercial Lending
Education
Suffolk University 1995 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science (BS), Sport Management
First Union, Formal Commercial Credit Training Program, Charlotte, NC 2000 — 2000
SunTrust Bank June 2013 - April 2015
Wells Fargo January 2011 - June 2013
Wells Fargo May 2007 - January 2011
Wachovia (Wells Fargo) January 2004 - June 2005
Skills
Credit, Banking, Credit Risk, Credit Analysis, Risk Management, Loans, Portfolio Management, Financial Risk, Mortgage Lending, Commercial Banking, Financial Analysis, Underwriting, Commercial Lending
Education
Suffolk University 1995 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science (BS), Sport Management
First Union, Formal Commercial Credit Training Program, Charlotte, NC 2000 — 2000
HARRIET DOVER's Wells Fargo Experience February 2010 - December 2012
Job Business Administration/Accounting
Industry Banking
Experience
WELLS FARGO February 2010 - December 2012
WACHOVIA BANK March 2000 - February 2010
WACHOVIA August 1995 - March 2000
FIRST UNION NATIONAL BANK July 1993 - August 1995
Skills
Banking, Bank Reconciliation, Data Entry, Teller Operations, General Ledger
Education
University of Phoenix 2009 — 2014
Accounting
Sullivan University 1984 — 1986
DIPLOMA, Accounting
WELLS FARGO February 2010 - December 2012
WACHOVIA BANK March 2000 - February 2010
WACHOVIA August 1995 - March 2000
FIRST UNION NATIONAL BANK July 1993 - August 1995
Skills
Banking, Bank Reconciliation, Data Entry, Teller Operations, General Ledger
Education
University of Phoenix 2009 — 2014
Accounting
Sullivan University 1984 — 1986
DIPLOMA, Accounting
Sarab Mahawsh's Wells Fargo Experience January 2012 - Present
Job Service Manager 2 at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo January 2012 - Present
Wells Fargo 2011 - 2014
Wells Fargo November 2011 - July 2012
H&R Block August 2010 - May 2012
Wells Fargo January 2011 - November 2011
Bank of America December 2005 - October 2006
Family Service WIC December 1998 - June 2003
Bank of Baghdad May 1992 - September 1996
Skills
Management, Banking, Sales, Payroll, Accounts Payable, Cash Flow, Tax, Customer Service, Small Business, Access, Credit, Financial Analysis, Process Improvement, Team Building, Coaching, Lines Of Credit, Cross Selling, Outlook, Cash Management, Retail Banking, Teamwork, Loans, Small Business Lending, Consumer Lending, Mortgage Lending, •Accuracy and..., Leadership and..., Systems: Unix,...
Education
Strayer University (VA) 2005 — 2008
Master of Business Administration (MBA), Business Administration and Management, General, GPA 3.5
Baghdad university 1989 — 1992
Bachelor’s Degree in Public Administration, Business Administration and Management, General
Wells Fargo January 2012 - Present
Wells Fargo 2011 - 2014
Wells Fargo November 2011 - July 2012
H&R Block August 2010 - May 2012
Wells Fargo January 2011 - November 2011
Bank of America December 2005 - October 2006
Family Service WIC December 1998 - June 2003
Bank of Baghdad May 1992 - September 1996
Skills
Management, Banking, Sales, Payroll, Accounts Payable, Cash Flow, Tax, Customer Service, Small Business, Access, Credit, Financial Analysis, Process Improvement, Team Building, Coaching, Lines Of Credit, Cross Selling, Outlook, Cash Management, Retail Banking, Teamwork, Loans, Small Business Lending, Consumer Lending, Mortgage Lending, •Accuracy and..., Leadership and..., Systems: Unix,...
Education
Strayer University (VA) 2005 — 2008
Master of Business Administration (MBA), Business Administration and Management, General, GPA 3.5
Baghdad university 1989 — 1992
Bachelor’s Degree in Public Administration, Business Administration and Management, General
Michael Deming, JD, CFP®'s Wells Fargo Experience August 2014 - Present
Job Senior Fiduciary Advisor, Senior Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Wells Fargo May 2008 - August 2014
Wells Fargo September 2002 - May 2008
Lawler, Tanner & Zitron November 2000 - September 2002
Altman, Kritzer & Levick, P.C. January 1998 - October 2000
Hodgson Russ LLP March 1993 - January 1998
Baker Botts October 1990 - March 1993
Skills
Wealth Management, Estate Planning, High Net Worth..., Wealth Management..., Strategic Financial..., Wealth, Estate Tax Planning, Management, Retirement Planning, Investments, Risk Management, Succession Planning, Philanthropy, Family Office, Change Management, Team Building, Team Leadership, Relationship Management, Negotiation, Financial Advisory, Financial Services, Finance, Financial Planning, Banking, Portfolio Management, Asset Management, Trusts
Education
State University of New York at Buffalo - Law School 1987 — 1990
Juris Doctor, Law (Magna Cum Laude)
The University of Texas at Austin - The Red McCombs School of Business 1978 — 1982
Business, Accounting, Finance (High Honors)
Canyon High School/Smithson Valley High School 1974 — 1978
Wells Fargo August 2014 - Present
Wells Fargo May 2008 - August 2014
Wells Fargo September 2002 - May 2008
Lawler, Tanner & Zitron November 2000 - September 2002
Altman, Kritzer & Levick, P.C. January 1998 - October 2000
Hodgson Russ LLP March 1993 - January 1998
Baker Botts October 1990 - March 1993
Skills
Wealth Management, Estate Planning, High Net Worth..., Wealth Management..., Strategic Financial..., Wealth, Estate Tax Planning, Management, Retirement Planning, Investments, Risk Management, Succession Planning, Philanthropy, Family Office, Change Management, Team Building, Team Leadership, Relationship Management, Negotiation, Financial Advisory, Financial Services, Finance, Financial Planning, Banking, Portfolio Management, Asset Management, Trusts
Education
State University of New York at Buffalo - Law School 1987 — 1990
Juris Doctor, Law (Magna Cum Laude)
The University of Texas at Austin - The Red McCombs School of Business 1978 — 1982
Business, Accounting, Finance (High Honors)
Canyon High School/Smithson Valley High School 1974 — 1978
Patricia McClurkin's Wells Fargo Experience 1992 - 1997
Job Credit Analyst, Atlas Copco Compressors
Industry Financial Services
Experience
Atlas Copco November 2014 - Present
Maersk Line January 2007 - November 2014
Muzak LLC 2005 - 2007
Muzak LLC 2000 - 2005
Frham Safety Products Inc. 1999 - 2000
Clinton Junior College 1997 - 1999
Wells Fargo 1992 - 1997
Skills
Accounting, Invoicing, Finance, Process Improvement, Accounts Payable, Financial Accounting, Managerial Finance, Access, Internal Audit, Financial Reporting, Analysis, ERP, SAP R/3, Business Process, Auditing, -SAP, Advanced Word,..., Management, Accounts Receivable, PowerPoint, Software Documentation, Training, SAP
Education
Strayer University
Bachelor of Science (B.S.), Database Technology
York Technical College
Associate of Science, Computer Technology
Atlas Copco November 2014 - Present
Maersk Line January 2007 - November 2014
Muzak LLC 2005 - 2007
Muzak LLC 2000 - 2005
Frham Safety Products Inc. 1999 - 2000
Clinton Junior College 1997 - 1999
Wells Fargo 1992 - 1997
Skills
Accounting, Invoicing, Finance, Process Improvement, Accounts Payable, Financial Accounting, Managerial Finance, Access, Internal Audit, Financial Reporting, Analysis, ERP, SAP R/3, Business Process, Auditing, -SAP, Advanced Word,..., Management, Accounts Receivable, PowerPoint, Software Documentation, Training, SAP
Education
Strayer University
Bachelor of Science (B.S.), Database Technology
York Technical College
Associate of Science, Computer Technology
Sheila McDonagh's Wells Fargo Experience 2005 - Present
Job Technical Writer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2005 - Present
Skills
Technical Writing
Education
Cal State East Bay
Paralegal Certificate
Suffolk University
Wells Fargo 2005 - Present
Skills
Technical Writing
Education
Cal State East Bay
Paralegal Certificate
Suffolk University
Kathleen D'Amico NMLS# 20761's Wells Fargo Experience January 2011 - January 2013
Job Mortgage Services
Industry Financial Services
Experience
PrimeLending January 2014 - Present
Wells Fargo January 2011 - January 2013
Skills
Loan Origination, Loans, FHA, Residential Mortgages, Mortgage Underwriting, Certified Mortgage..., Refinance, Real Estate Transactions, Consumer Lending, Reverse Mortgages, VA loans, Investment Properties, Condos, Investors, Real Estate
Education
Suffolk County Community College
Business Administration and Management, General
PrimeLending January 2014 - Present
Wells Fargo January 2011 - January 2013
Skills
Loan Origination, Loans, FHA, Residential Mortgages, Mortgage Underwriting, Certified Mortgage..., Refinance, Real Estate Transactions, Consumer Lending, Reverse Mortgages, VA loans, Investment Properties, Condos, Investors, Real Estate
Education
Suffolk County Community College
Business Administration and Management, General
Marc Johansen's Wells Fargo Experience November 2012 - Present
Job Market Sales Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Merchant Services March 2015 - Present
Wells Fargo November 2012 - Present
Wells Fargo October 2011 - October 2012
Wells Fargo August 2010 - October 2011
Wells Fargo Financial May 2010 - August 2010
Skills
Retail Banking, Credit, Commercial Lending, Loans, Cross Selling, Loan Origination, Relationship Management, Consumer Lending, Small Business Lending, Mortgage Banking, Banking, Management, Mortgage Lending, Sales, Lines Of Credit, Commercial Banking, Credit Analysis
Education
Old Dominion University - College of Business and Public Administration 2004 — 2008
Bachelor of Science, Business Administration and Management, General
Wells Fargo Merchant Services March 2015 - Present
Wells Fargo November 2012 - Present
Wells Fargo October 2011 - October 2012
Wells Fargo August 2010 - October 2011
Wells Fargo Financial May 2010 - August 2010
Skills
Retail Banking, Credit, Commercial Lending, Loans, Cross Selling, Loan Origination, Relationship Management, Consumer Lending, Small Business Lending, Mortgage Banking, Banking, Management, Mortgage Lending, Sales, Lines Of Credit, Commercial Banking, Credit Analysis
Education
Old Dominion University - College of Business and Public Administration 2004 — 2008
Bachelor of Science, Business Administration and Management, General
Nakitta White's Wells Fargo Experience January 2012 - Present
Job Bank Teller at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2012 - Present
PNC Bank March 2010 - March 2011
Skills
Banking, Deposits, Credit, Sales, Administrative Support, Organizational..., Business Ethics, Financial Education
Education
Strayer University-Florida 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General
Strayer University-Florida 2009 — 2011
Associate of Arts (AA), Accounting
Wells Fargo January 2012 - Present
PNC Bank March 2010 - March 2011
Skills
Banking, Deposits, Credit, Sales, Administrative Support, Organizational..., Business Ethics, Financial Education
Education
Strayer University-Florida 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General
Strayer University-Florida 2009 — 2011
Associate of Arts (AA), Accounting
LaTisha Dawkins's Wells Fargo Experience April 2012 - October 2013
Job Personal Banker III at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank April 2014 - Present
Wells Fargo April 2012 - October 2013
Wells Fargo December 2010 - April 2012
Wells Fargo April 2010 - November 2010
Verizon 2008 - 2009
Panasonic USA 2006 - 2007
Skills
Retail Banking, Credit, Loans, Loan Origination, Banking, Credit Analysis, Mortgage Lending, Commercial Banking, Investments, Commercial Lending, Customer Satisfaction, Leadership, Sales, Portfolio Management, Finance, Consumer Lending, Financial Services, CRM, Customer Service
Education
Old Dominion University - College of Business and Public Administration
Bachelor of Science (BS), Business Administration and Management
Tidewater Community College
Associate of Science (AS), Business Administration and Management, General
Lakeland High School
SunTrust Bank April 2014 - Present
Wells Fargo April 2012 - October 2013
Wells Fargo December 2010 - April 2012
Wells Fargo April 2010 - November 2010
Verizon 2008 - 2009
Panasonic USA 2006 - 2007
Skills
Retail Banking, Credit, Loans, Loan Origination, Banking, Credit Analysis, Mortgage Lending, Commercial Banking, Investments, Commercial Lending, Customer Satisfaction, Leadership, Sales, Portfolio Management, Finance, Consumer Lending, Financial Services, CRM, Customer Service
Education
Old Dominion University - College of Business and Public Administration
Bachelor of Science (BS), Business Administration and Management
Tidewater Community College
Associate of Science (AS), Business Administration and Management, General
Lakeland High School
Robert Hugee's Wells Fargo Experience March 2013 - Present
Job Phone Banker Specialist at Wells Fargo
Industry Government Administration
Experience
InSource Solutions January 2014 - Present
Wells Fargo March 2013 - Present
County of Henrico September 2007 - September 2012
Skills
Customer Service, Access
Education
Strayer University (VA) 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Web Development
InSource Solutions January 2014 - Present
Wells Fargo March 2013 - Present
County of Henrico September 2007 - September 2012
Skills
Customer Service, Access
Education
Strayer University (VA) 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Web Development
Kristen Hagan's Wells Fargo Experience February 2015 - Present
Job Strategy Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2015 - Present
Wells Fargo March 2014 - February 2015
Wells Fargo September 2012 - March 2014
Skills
Credit, Financial Analysis, Loans, Financial Modeling, Credit Analysis, Commercial Lending, Forecasting, Finance, Analysis, Investments
Education
Old Dominion University - College of Business and Public Administration 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo February 2015 - Present
Wells Fargo March 2014 - February 2015
Wells Fargo September 2012 - March 2014
Skills
Credit, Financial Analysis, Loans, Financial Modeling, Credit Analysis, Commercial Lending, Forecasting, Finance, Analysis, Investments
Education
Old Dominion University - College of Business and Public Administration 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Ryan Cahill's Wells Fargo Experience February 2000 - Present
Job Regional Program Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2000 - Present
Skills
Team Building, Leadership, Banking, Credit, Risk Management, Coaching, Consumer Lending, Public Speaking, Mortgage Lending
Education
Strayer University
Master of Business Administration (MBA)
Strayer University (DC)
Master of Business Administration (MBA)
Wells Fargo February 2000 - Present
Skills
Team Building, Leadership, Banking, Credit, Risk Management, Coaching, Consumer Lending, Public Speaking, Mortgage Lending
Education
Strayer University
Master of Business Administration (MBA)
Strayer University (DC)
Master of Business Administration (MBA)
Patricia Royal's Wells Fargo Experience January 2000 - September 2008
Job Customer Service Rep at WellPoint
Industry Insurance
Experience
WellPoint October 2008 - Present
Wells Fargo January 2000 - September 2008
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Medicaid, General Insurance, Brokers, Workers Compensation
Education
Strayer University (VA) 2011 — 2013
Master's degree, Human Resources Management and Services
Strayer University (VA) 2005 — 2011
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
WellPoint October 2008 - Present
Wells Fargo January 2000 - September 2008
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Medicaid, General Insurance, Brokers, Workers Compensation
Education
Strayer University (VA) 2011 — 2013
Master's degree, Human Resources Management and Services
Strayer University (VA) 2005 — 2011
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Jason Strantz's Wells Fargo Experience 2011 - Present
Job Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo 2011 - Present
Global Compliance December 2002 - August 2011
Skills
Management, Visio, Data Analysis, Analysis, Software Documentation, PowerPoint, SQL, Customer Service, Analytics, Budgets, Coaching, Process Improvement, Team Building, Project Management, Microsoft Office, Leadership, Microsoft Excel, Research, Training
Education
State University of New York Institute of Technology at Utica/Rome
Bachelor of Business Administration (BBA)
Wells Fargo 2011 - Present
Global Compliance December 2002 - August 2011
Skills
Management, Visio, Data Analysis, Analysis, Software Documentation, PowerPoint, SQL, Customer Service, Analytics, Budgets, Coaching, Process Improvement, Team Building, Project Management, Microsoft Office, Leadership, Microsoft Excel, Research, Training
Education
State University of New York Institute of Technology at Utica/Rome
Bachelor of Business Administration (BBA)
Sonya Tate's Wells Fargo Experience October 2009 - Present
Job Home Mortgage Consultant NMLSR 561042 at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage December 2012 - Present
Wells Fargo October 2009 - Present
Wachovia Bank Na April 2001 - October 2009
First Union National Bank June 1997 - March 2000
Skills
Loans, Credit, Mortgage Lending, Banking, Consumer Lending, Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Retail Banking, Loan Origination, Sales
Education
University of Phoenix 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Surry Community College 1996 — 1997
starmount high school 1982 — 1985
Wells Fargo Home Mortgage December 2012 - Present
Wells Fargo October 2009 - Present
Wachovia Bank Na April 2001 - October 2009
First Union National Bank June 1997 - March 2000
Skills
Loans, Credit, Mortgage Lending, Banking, Consumer Lending, Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Retail Banking, Loan Origination, Sales
Education
University of Phoenix 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Surry Community College 1996 — 1997
starmount high school 1982 — 1985
Doug Schnell's Wells Fargo Experience January 1996 - March 2010
Job Mortgage Consultant/ Renovation Specialist at Huntingdon Valley Bank
Industry Banking
Experience
Huntingdon Valley Bank March 2010 - Present
Wells Fargo January 1996 - March 2010
Education
Susquehanna University
Bachelor's degree, Economics/Finance
Huntingdon Valley Bank March 2010 - Present
Wells Fargo January 1996 - March 2010
Education
Susquehanna University
Bachelor's degree, Economics/Finance
Jennifer Hanks's Wells Fargo Experience April 2007 - August 2009
Job Staff RN at PruittHealth
Industry Hospital & Health Care
Experience
PruittHealth July 2015 - Present
PruittHealth April 2013 - July 2015
Novant Health July 2011 - April 2013
Wells Fargo April 2007 - August 2009
Lowe's Home Improvement March 2005 - March 2007
Education
Surry Community College 2008 — 2011
Associate's degree, Registered Nursing/Registered Nurse
PruittHealth July 2015 - Present
PruittHealth April 2013 - July 2015
Novant Health July 2011 - April 2013
Wells Fargo April 2007 - August 2009
Lowe's Home Improvement March 2005 - March 2007
Education
Surry Community College 2008 — 2011
Associate's degree, Registered Nursing/Registered Nurse
Sawyer Dohn's Wells Fargo Experience February 2011 - April 2011
Job Installer at SimplexGrinnell
Industry Public Safety
Experience
SimplexGrinnell June 2011 - Present
Wells Fargo February 2011 - April 2011
P and S Plumbing August 2006 - June 2008
Education
Surry Community College 2005 — 2010
Associate of Science (A.S.), Electrical and Electronics Engineering
Surry Community College 2005 — 2010
Associate of Science (A.S.), Computer and Information Sciences, General
SimplexGrinnell June 2011 - Present
Wells Fargo February 2011 - April 2011
P and S Plumbing August 2006 - June 2008
Education
Surry Community College 2005 — 2010
Associate of Science (A.S.), Electrical and Electronics Engineering
Surry Community College 2005 — 2010
Associate of Science (A.S.), Computer and Information Sciences, General
Tabitha Thompson's Wells Fargo Experience October 2013 - Present
Job Personal Banker at Wells Fargo
Industry Retail
Experience
Wells Fargo October 2013 - Present
Wells Fargo December 2012 - October 2013
Old Navy September 2008 - November 2012
National Park Service June 2006 - September 2010
Skills
Time Management, Microsoft Office, Team Building, Retail, Merchandising, Visual Merchandising, Loss Prevention, Customer Satisfaction, Teamwork, Leadership, Store Management, Training, Inventory Control, Customer Service, Telephone Skills, Data Entry, Cashiering, Team Leadership, Inventory Management, Retail Sales, Sales, Management, Process Scheduler, Customer Experience
Education
West Chester University of Pennsylvania 2008 — 2009
Bachelor of Arts (B.A.), History, 3.1
Sussex County Community College 2006 — 2008
Associate of Arts (A.A.), History, 3.45
Wells Fargo October 2013 - Present
Wells Fargo December 2012 - October 2013
Old Navy September 2008 - November 2012
National Park Service June 2006 - September 2010
Skills
Time Management, Microsoft Office, Team Building, Retail, Merchandising, Visual Merchandising, Loss Prevention, Customer Satisfaction, Teamwork, Leadership, Store Management, Training, Inventory Control, Customer Service, Telephone Skills, Data Entry, Cashiering, Team Leadership, Inventory Management, Retail Sales, Sales, Management, Process Scheduler, Customer Experience
Education
West Chester University of Pennsylvania 2008 — 2009
Bachelor of Arts (B.A.), History, 3.1
Sussex County Community College 2006 — 2008
Associate of Arts (A.A.), History, 3.45
Aryelle Cameron's Wells Fargo Experience April 2011 - Present
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2011 - Present
Skills
Banking, Customer Service, Microsoft Excel, Microsoft Office, Sales, Financial Analysis
Education
Suffolk County Community College 2008 — 2011
Liberal arts, Pyschology
SUNY old westbury 2007 — 2011
Bachelors, Psychology
Suffolk County Community College
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
Wells Fargo April 2011 - Present
Skills
Banking, Customer Service, Microsoft Excel, Microsoft Office, Sales, Financial Analysis
Education
Suffolk County Community College 2008 — 2011
Liberal arts, Pyschology
SUNY old westbury 2007 — 2011
Bachelors, Psychology
Suffolk County Community College
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
Caron Tsapatsaris's Wells Fargo Experience 1984 - 1988
Job Controller at Bank of America
Industry Banking
Experience
Bank of America 2009 - Present
Bank of America 2004 - 2009
Bank of America - FleetBoston 1999 - 2004
Bank of America - BankBoston 1996 - 1999
Bank of America - BayBank 1992 - 1996
Wells Fargo 1984 - 1988
Unisys 1983 - 1984
Raytheon 1979 - 1983
Skills
Forecasting, Financial Analysis, Financial Reporting, Budget Development
Education
Suffolk University - Sawyer School of Management 1980 — 1984
Master of Business Administration (MBA), Finance and Management Information Systems
University of Massachusetts, Amherst 1972 — 1977
Bachelor of Arts (B.A.), Classical Studies
Bank of America 2009 - Present
Bank of America 2004 - 2009
Bank of America - FleetBoston 1999 - 2004
Bank of America - BankBoston 1996 - 1999
Bank of America - BayBank 1992 - 1996
Wells Fargo 1984 - 1988
Unisys 1983 - 1984
Raytheon 1979 - 1983
Skills
Forecasting, Financial Analysis, Financial Reporting, Budget Development
Education
Suffolk University - Sawyer School of Management 1980 — 1984
Master of Business Administration (MBA), Finance and Management Information Systems
University of Massachusetts, Amherst 1972 — 1977
Bachelor of Arts (B.A.), Classical Studies
Jill Watral's Wells Fargo Experience 2010 - 2011
Job Banking Professional
Industry Banking
Experience
Origami Owl Custom Jewelry January 2014 - Present
Wells Fargo 2010 - 2011
Island Federal Credit Union 1996 - 2001
Skills
Banking, Loans, Credit, Retail Banking, Commercial Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Cross Selling, Small Business Lending, Commercial Lending, Credit Risk
Education
Suffolk County Community College 1993 — 1995
Connetquot High School 1990 — 1992
Origami Owl Custom Jewelry January 2014 - Present
Wells Fargo 2010 - 2011
Island Federal Credit Union 1996 - 2001
Skills
Banking, Loans, Credit, Retail Banking, Commercial Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Cross Selling, Small Business Lending, Commercial Lending, Credit Risk
Education
Suffolk County Community College 1993 — 1995
Connetquot High School 1990 — 1992
Yadora Adams's Wells Fargo Experience April 2009 - October 2009
Job Documentation & Controls AnalystCCAR
Industry Banking
Experience
United Guaranty Corporation June 2014 - Present
Bank of America August 2012 - February 2014
Bank of America August 2010 - August 2012
Square 1 Bank February 2009 - May 2010
Wells Fargo April 2009 - October 2009
Square 1 Bank March 2008 - January 2009
First Citizens Bank May 2006 - 2008
First Citizens Bank March 2005 - April 2006
MBNA America Bank June 2002 - July 2004
Skills
Financial Reporting, Financial Risk, Internal Audit, Credit, Investments, Risk Management, Mortgage Lending, Financial Modeling, Finance, Credit Analysis, Portfolio Management, Commercial Banking, Financial Analysis, Microsoft Excel, Customer Service, Banking, Corporate Finance, Financial Services, Loans, Process Improvement, Cash Management, Loan Origination, Credit Risk, Retail Banking, Auditing, Treasury Management, Commercial Lending, Small Business Lending, Consumer Lending, Valuation
Education
Strayer University-North Carolina 2005 — 2007
Master of Business Administration (MBA), Business Administration
Winston-Salem State University 1996 — 2000
Bachelor of Science (BS), Business Administration/Banking & Finance
United Guaranty Corporation June 2014 - Present
Bank of America August 2012 - February 2014
Bank of America August 2010 - August 2012
Square 1 Bank February 2009 - May 2010
Wells Fargo April 2009 - October 2009
Square 1 Bank March 2008 - January 2009
First Citizens Bank May 2006 - 2008
First Citizens Bank March 2005 - April 2006
MBNA America Bank June 2002 - July 2004
Skills
Financial Reporting, Financial Risk, Internal Audit, Credit, Investments, Risk Management, Mortgage Lending, Financial Modeling, Finance, Credit Analysis, Portfolio Management, Commercial Banking, Financial Analysis, Microsoft Excel, Customer Service, Banking, Corporate Finance, Financial Services, Loans, Process Improvement, Cash Management, Loan Origination, Credit Risk, Retail Banking, Auditing, Treasury Management, Commercial Lending, Small Business Lending, Consumer Lending, Valuation
Education
Strayer University-North Carolina 2005 — 2007
Master of Business Administration (MBA), Business Administration
Winston-Salem State University 1996 — 2000
Bachelor of Science (BS), Business Administration/Banking & Finance
Trendy Ingram's Wells Fargo Experience December 2002 - August 2012
Job
Industry
Experience
Wells Fargo December 2002 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Strayer University 1989 — 1993
Bachelor's degree, Business Administration and Management, General, 2.8
Wells Fargo December 2002 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Strayer University 1989 — 1993
Bachelor's degree, Business Administration and Management, General, 2.8
Tammy Stanley's Wells Fargo Experience Operations Clerk 3Wachovia Securities Financial NetworkMarch 2003 - Present
Job Operations Clerk 3 at Wachovia Securities Financial Network
Industry Financial Services
Experience
Wells Fargo Operations Clerk 3Wachovia Securities Financial NetworkMarch 2003 - Present
Wells Fargo 2003 - 2015
Skills
Portfolio Management, Loans, Credit, Banking, Risk Management, Leadership, Public Speaking, Team Building, Microsoft Office, Customer Service
Education
North Surry High School 1978 — 1982
Surry Community College
Wells Fargo Operations Clerk 3Wachovia Securities Financial NetworkMarch 2003 - Present
Wells Fargo 2003 - 2015
Skills
Portfolio Management, Loans, Credit, Banking, Risk Management, Leadership, Public Speaking, Team Building, Microsoft Office, Customer Service
Education
North Surry High School 1978 — 1982
Surry Community College
Towana Whitehurst's Wells Fargo Experience May 2004 - April 2013
Job Manager Sales Comp Accounting and Reporting and Metrics
Industry Insurance
Experience
MetLife April 2015 - Present
MetLife September 2013 - April 2015
Canon Recruiting Group, LLC May 2013 - September 2013
Wells Fargo May 2004 - April 2013
Skills
Supervisory Skills, Accounts Payable, Auditing, Accounts Receivable, Invoicing, Payroll, Process Improvement, Account Reconciliation, Accruals, Financial Analysis, Advanced Query Tool..., Access, MS Excel Pivot Tables, MS V-Look Up
Education
Strayer University 2012 — 2015
Master's degree, Accounting, 3.417
Strayer University-North Carolina 2011 — 2012
Bachelor of Science (BS), Accounting, 3.4
MetLife April 2015 - Present
MetLife September 2013 - April 2015
Canon Recruiting Group, LLC May 2013 - September 2013
Wells Fargo May 2004 - April 2013
Skills
Supervisory Skills, Accounts Payable, Auditing, Accounts Receivable, Invoicing, Payroll, Process Improvement, Account Reconciliation, Accruals, Financial Analysis, Advanced Query Tool..., Access, MS Excel Pivot Tables, MS V-Look Up
Education
Strayer University 2012 — 2015
Master's degree, Accounting, 3.417
Strayer University-North Carolina 2011 — 2012
Bachelor of Science (BS), Accounting, 3.4
Anissa Smith's Wells Fargo Experience April 1998 - July 2012
Job Loan Adminstrator at Fidelity Bank
Industry Banking
Experience
Fidelity Bank April 2015 - Present
Northern Trust Corporation March 2014 - April 2015
StellarOne Bank October 2012 - December 2013
Wells Fargo April 1998 - July 2012
Skills
Commercial Banking, Commercial Real Estate, Commercial Lending, Microsoft Office, C&I Lending, Banking, Branch Banking, Teamwork, Retail Banking
Education
Old Dominion University - College of Business and Public Administration 2005 — 2005
Paralegal Certificate, Legal Assistant/Paralegal, With Honors
Fidelity Bank April 2015 - Present
Northern Trust Corporation March 2014 - April 2015
StellarOne Bank October 2012 - December 2013
Wells Fargo April 1998 - July 2012
Skills
Commercial Banking, Commercial Real Estate, Commercial Lending, Microsoft Office, C&I Lending, Banking, Branch Banking, Teamwork, Retail Banking
Education
Old Dominion University - College of Business and Public Administration 2005 — 2005
Paralegal Certificate, Legal Assistant/Paralegal, With Honors
Nanette Jordan's Wells Fargo Experience 2011 - Present
Job Payroll Tax Specialist at Wells Fargo Business Payroll Service
Industry Financial Services
Experience
Wells Fargo 2011 - Present
Wells Fargo Business Payroll Service October 2011 - August 2014
Entravision Communications December 2008 - August 2011
Catholic Health Initiatives September 2007 - September 2008
Skills
General Ledger, Financial Reporting, Financial Analysis, Auditing, PeopleSoft, Internal Controls, QuickBooks, Sarbanes-Oxley Act, Financial Statements, Multi-state tax returns, Payroll Taxes, Multi-state Payroll..., Multi-State Experience, Payroll Services, Payroll
Education
Strayer University 2000 — 2005
Bachelor's degree, Accounting
El Reno High School
General, General Studies
Wells Fargo 2011 - Present
Wells Fargo Business Payroll Service October 2011 - August 2014
Entravision Communications December 2008 - August 2011
Catholic Health Initiatives September 2007 - September 2008
Skills
General Ledger, Financial Reporting, Financial Analysis, Auditing, PeopleSoft, Internal Controls, QuickBooks, Sarbanes-Oxley Act, Financial Statements, Multi-state tax returns, Payroll Taxes, Multi-state Payroll..., Multi-State Experience, Payroll Services, Payroll
Education
Strayer University 2000 — 2005
Bachelor's degree, Accounting
El Reno High School
General, General Studies
Jason Strantz's Wells Fargo Experience August 2011 - October 2014
Job Senior AML and OFAC Analyst at US Bank
Industry Financial Services
Experience
US Bank October 2014 - Present
Wells Fargo August 2011 - October 2014
Global Compliance December 2002 - August 2011
eFuel, Inc. June 1995 - March 2002
Skills
Banking, Business Analysis, Process Improvement, Risk Management
Education
State University of New York Institute of Technology at Utica/Rome
Business Administration and Management, General
State University of New York Institute of Technology at Utica/Rome
US Bank October 2014 - Present
Wells Fargo August 2011 - October 2014
Global Compliance December 2002 - August 2011
eFuel, Inc. June 1995 - March 2002
Skills
Banking, Business Analysis, Process Improvement, Risk Management
Education
State University of New York Institute of Technology at Utica/Rome
Business Administration and Management, General
State University of New York Institute of Technology at Utica/Rome
Tara Alvarez's Wells Fargo Experience March 2002 - December 2004
Job Sr Return to Title IV Specialist at Strayer University
Industry Higher Education
Experience
Strayer University December 2004 - November 2014
Wells Fargo March 2002 - December 2004
Education
Strayer University
Master of Business Administration (MBA), Business Administration and Management, General
Strayer University
Master's degree, Business Administration and Management, General
Strayer University December 2004 - November 2014
Wells Fargo March 2002 - December 2004
Education
Strayer University
Master of Business Administration (MBA), Business Administration and Management, General
Strayer University
Master's degree, Business Administration and Management, General
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank