Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Mariner Finance February 2015 - Present
Citizens Bank February 2014 - February 2015
Wells Fargo August 1998 - February 2014
Treasury Department Federal CU March 1995 - August 1998
Congressional Federal CU January 1991 - March 1995
Skills
Risk Management, Financial Management, Financial Analysis, Business Strategy, Business Management, Change Management, Problem Solving, Loans, Research, Regulatory Requirements, International Relations, Consulting, Regulatory Compliance, Customer Relations..., Increasing Revenue, Banking, Strategic Leadership, Staff Supervision, Managerial Finance, Sales, Sales Management, CRM, Management, Strategic Planning, Finance, Training, Marketing, Process Improvement, Human Resources, Team Building, Leadership, Analysis, Recruiting, Program Management, Management Consulting, Accounting, Business Process..., Credit, Strategy, Business Planning, Business Analysis, Business Development, Financial Services, Entrepreneurship, Mortgage Lending, Negotiation, Project Management, Executive Management, Selling, Mortgage Banking
Education
The George Washington University 1987 — 1991
Bachelor's Degree
Culver Academy 1984 — 1987
UnitedHealth Group May 2013 - Present
Wells Fargo October 2000 - June 2012
Skills
Process Improvement, Leadership, Customer Service, Insurance, Banking, Finance, Loans
Education
The College of St. Scholastica 2013 — 2014
Master of Business Administration (MBA)
The College of St. Scholastica
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Wells Fargo August 2015 - Present
Morgan Stanley February 2015 - May 2015
Students Today Leaders Forever September 2013 - May 2015
The College of St. Scholastica April 2013 - May 2015
Huhtamaki Hong Kong Limited June 2014 - August 2014
The College of St. Scholastica September 2013 - May 2014
JSL Limited June 2013 - August 2013
The College of St. Scholastica September 2011 - May 2012
Skills
Public Speaking, Event Planning, Time Management, Microsoft Office, Teamwork, Bilingual Communications, Team Building, Customer Service, Higher Education, Data Entry, Critical Thinking, Research, Student Affairs, Organization Skills
Education
The College of St. Scholastica 2011 — 2015
Bachelor's Degree, Major in Economics and Management, Minor in Finance
Human Development Center July 2013 - Present
Firefly Fields Floral Designs 1998 - Present
Human Development Center October 2012 - July 2013
Wells Fargo September 2010 - November 2011
Cub Foods January 2001 - June 2008
Cub Foods September 1994 - June 2008
Skills
Business Management, Business Strategy, Business Planning, Organizational..., Customer Relations, Microsoft Office, Inventory Management, Merchandising, Team Management, Team Leadership, Team Building, Training & Development, Interpersonal and..., Scheduling, Department Management, Business Ethics, Total quality management, Customer Service, Employee Training, Management, Employee Relations, Process Scheduler, Event Management, Social Media, Coaching, Resume Writing, Leadership, HRIS, Human Resources, Recruiting, Leadership Development, Training, Performance Management, PowerPoint, TQM, Public Speaking, Interviews, Budgets, Teamwork, Staff Development, Strategic Planning, Microsoft Word, Organizational..., Microsoft Excel, Career Development, Sales, Research, Event Planning, Time Management, Workshop Facilitation
Education
The College of St. Scholastica 2009 — 2012
Business, Organizational Behavior, Suma Cum Laude
The College of St. Scholastica 2009 — 2012
B.A, Organizational Behavior, 3.87
The College of St. Scholastica
Bachelors Degree, Business/Management and Organizational Behavior
The College of St. Scholastica
B.A, Business/Management with a concentration in Human Resources, 3.76
Hermantown 1980 — 1992
Wells Fargo October 2014 - Present
Wells Fargo September 2013 - October 2014
Wells Fargo March 2011 - September 2013
Wells Fargo October 2009 - March 2011
jcpenney August 2008 - December 2010
Hollister Co. January 2007 - September 2009
G'lato D' Italia January 2005 - January 2008
Skills
Loans, Finance, Retail Banking, Customer Service, Customer Satisfaction, Mortgage Lending, Small Business Lending, Small Business, Credit, Credit Scoring, Identity Theft, Retail Sales, Leadership, Sales, Management, Microsoft Office, Banking, Financial Services, Microsoft Word
Education
The Community College of Baltimore County 2009 — 2011
Associate's Degree, Business Administration and Management, General
Perry Hall High School 2004 — 2008
High School
Pakr September 2014 - Present
Wells Fargo October 2012 - July 2014
Self-Employed October 2011 - November 2012
Robert Half International April 2011 - September 2011
Altrion Trading Group February 2010 - March 2011
WTS Proprietary Trading Group December 2009 - February 2010
Waddell and Reed January 2009 - June 2009
Weitz Medical Management June 2004 - December 2008
Skills
Securities, Equities, Equity Trading, Finance, Series 7, Proprietary Trading, Options, Microsoft Excel, Microsoft Office, Outlook, Fixed Income, Training, Trading, Bloomberg, HTML, CSS, JavaScript, Python, Economics, Pure Mathematics, Statistics, Algorithms, Investments, Risk Management
Education
The George Washington University 2004 — 2008
BS, Economics
UC Berkeley Extension 2012 — 2014
Post-Baccalaureate Certificate in Information Systems and Management
Hermantown Middle School August 2015 - Present
City of Duluth Minnesota June 2013 - Present
Duluth Public Schools September 2014 - June 2015
Law Office of Timothy A. Little, PA April 2007 - August 2014
I.S.D.709 Duluth Public Schools September 2013 - June 2014
Duluth City Council January 2004 - December 2007
Wells Fargo April 2005 - April 2007
Law Office of Timothy A. Little, P.A. January 2001 - April 2005
Skills
Public Speaking, Strategic Planning, Customer Service, Negotiation, Microsoft Office, Event Planning, Budgets, Public Relations, Social Media, Microsoft Word, Social Networking, Employment Law, Courts, Leadership, Civil Litigation, Team Building
Education
The College of St. Scholastica 2013 — 2014
License, Communication Arts/Literature grades 5-12
University of North Dakota School of Law 1991 — 1994
Juris Doctor
University of Minnesota Duluth 1987 — 1991
Bachelor of Arts, English, Linguistics, Journalism
Duluth Central High School 1984 — 1987
Wells Fargo July 2015 - Present
Skills
Customer Service, Loans, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Management, Time Management, Banking, Credit, Teamwork
Education
The College of St. Scholastica 2013 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
The College of St. Scholastica 2012 — 2015
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
EY January 2015 - April 2015
Wells Fargo February 2014 - December 2014
Global China Connection September 2013 - May 2014
CPAexcel April 2013 - April 2014
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD August 2011 - February 2014
Beta Alpha Psi December 2012 - January 2014
KPMG China July 2013 - August 2013
The University of Iowa Chinese Students & Scholars Association May 2011 - June 2013
University Dining and Housing January 2011 - January 2012
China Construction Bank May 2011 - July 2011
Skills
Accounting, Leadership, Microsoft Excel, Access, Financial Reporting, QuickBooks, Financial Analysis, Tax, Financial Accounting, Auditing, Financial Modeling, Tax Preparation, US GAAP, GAAP, Cost Accounting, Bookkeeping, CPA, Internal Controls, Tax Accounting
Education
The College of William and Mary - The Mason School of Business 2015 — 2016
Master of Accountancy, Accounting
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wells Fargo February 2014 - Present
CJN Media March 2013 - Present
Velocity Business Innovators December 2012 - June 2014
Copywriting, Articles, Editing, Marketing August 2011 - March 2013
Citizens United Reciprocal Exchange September 2012 - December 2012
WholeFoods Magazine January 2009 - April 2009
Skills
Editing, Creative Writing, Proofreading, Research, Copywriting, Feature Articles, Sales, Content Management, Writing, Microsoft Excel, Microsoft Word, PowerPoint, English grammar, Literature, Management, Grammar, Publishing, Journalism, Public Relations, News Writing, Customer Service, Academic Writing, Sales Management, Report Writing, Academic English, Technical Writing, Social Media, SEO, Customer Satisfaction, Customer Oriented, Microsoft Office, Web Content, Teamwork, Team-oriented, Strategic Communications, Positive Personality, Communication, Content Strategy, Content Writing, Information Architecture, Can Do Approach
Education
The College of New Jersey
Bachelor of Arts, English
Saint Joseph High School, Metuchen 2002 — 2006
Class of 2006
The Pew Charitable Trusts April 2013 - Present
Aspen Institute Italia February 2012 - September 2014
Economic Policy Institute January 2013 - March 2013
Economic Policy Institute January 2011 - December 2012
National Commission on Fiscal Responsibility and Reform June 2010 - January 2011
Economic Policy Institute June 2008 - January 2011
George Washington University September 2007 - June 2008
Office of Management and Budget May 2007 - August 2007
Wells Fargo June 2006 - August 2006
Lou Papan for State Senate March 2006 - May 2006
Skills
Policy Analysis, Research, Economics, Political Science, Data Analysis, Stata, Public Policy, Politics, Nonprofits, Policy, Program Development, Legislative Relations, International..., Economic Development, Community Outreach, Government, Foreign Policy, International Relations, Program Evaluation
Education
The George Washington University 2006 — 2008
MPP, Public Policy
University of California, Los Angeles 2001 — 2005
BA, Political Science
State Farm March 2013 - Present
State Farm Insurance May 2011 - March 2013
State Farm Insurance August 2008 - May 2011
State Farm Insurance April 2005 - August 2008
Wells Fargo September 2002 - April 2005
Salience, Inc. March 1998 - September 2002
Skills
Property & Casualty..., Life Insurance, CLU, ChFC, Leadership, Sales, Recruiting, Disability Insurance, Insurance, Term Life Insurance, Whole Life, Long-term Care
Education
Pennsylvania State University
MPA, Administration
The George Washington University
BA, English
Westhill High School
Patriot Capital May 2008 - Present
HSBC August 2005 - May 2008
Wells Fargo 1994 - 2005
Bank of America 1979 - 1994
JPMorgan Chase 1984 - 1987
Skills
Capital Markets, Mezzanine, Buyouts, Mergers, Private Equity, Recapitalizations, Investments, Portfolio Management, Equities, Mergers & Acquisitions, Banking, Valuation, Due Diligence, Funding, Loans, Finance, Corporate Finance, Mutual Funds, Investment Banking, Venture Capital, Acquisitions, Capital, Middle Market, Private Placements, Leveraged Finance, Corporate Development, M&A experience, Financial Modeling, Financial Analysis, Credit
Education
The College of William and Mary - The Mason School of Business 1976 — 1978
MBA, Finance Concentration
University of Virginia 1970 — 1974
BA, History
Canisius High School 1966 — 1970
College Prep, Science Honors program
Great River Federal Credit Union July 2015 - Present
BCU October 2011 - July 2015
Wells Fargo March 2010 - October 2011
Chase September 2006 - March 2010
Skills
Management, Business Development, Training, Banking, Strategic Planning, Sales, Finance, Loans, Cross-functional Team..., Financial Services, Mortgage Lending, Small Business Lending, Team Leadership, Operational Risk..., Risk Assessment, Underwriting, Team Management, Coaching, Sales Management, Direct Sales, Project Management, Project Planning, Product Management, Digital Marketing, Mobile Devices, Mobile Applications, Mobile Technology, Software Project..., Leadership, Change Management, E-commerce, Web Applications, Web Services, Business Strategy, Strategy, IT Operations, Team Building, Customer Service, Consumer Lending, Process Improvement, Risk Management, Credit
Education
The College of St. Scholastica 2000 — 2003
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Triangle Properties Group April 2014 - Present
Wells Fargo September 2011 - April 2014
Wells Fargo May 2009 - September 2011
Centex October 2005 - January 2009
Centex Homes July 2004 - October 2005
Ryland Homes April 2003 - July 2004
Centex April 1996 - April 2003
Centex February 1995 - April 1996
Centex July 1990 - February 1995
KPMG March 1988 - July 1990
Skills
Financial Analysis, Real Estate Transactions, Real Estate License, Commercial Real Estate, Residential Homes, Homebuilding, Operations Management, Woodworking, Cycling, Process Improvement, Disposition, Leadership, Management, Land Acquisition, Real Estate, Construction, Project Management, REO, Mergers & Acquisitions, Negotiation, Real Estate Development, Cross-functional Team..., Investments, Team Building, Accounting, Finance, Sales, Strategic Planning, Sellers, Construction Management, Due Diligence, Investment Properties
Education
The College of William and Mary - The Mason School of Business 1981 — 1985
BBA, Accounting
Alleghany county High School
Wells Fargo January 2012 - 2014
Wells Fargo Bank April 2011 - January 2012
Vail Resorts August 2010 - March 2011
Cleveland Botanical Garden May 2007 - August 2010
Skills
Customer Service, Analysis, Loans, Sales, Management, Finance, Marketing, Microsoft Excel, Leadership, Strategic Planning, Time Management, Risk Management, Outlook, Social Media, Team Building, Microsoft Office, Process Improvement
Education
The College of Wooster 2003 — 2007
BA
Sogeti March 2015 - Present
Catholic Health Initiatives January 2014 - March 2015
Upper Iowa University June 2013 - March 2015
SES Inc. April 2008 - January 2014
Iowa Department of Public Health, Center for Disaster Operations & Response December 2007 - March 2008
Story County Homeland Security & Emergency Management Agency October 2006 - December 2007
Iowa Department of Public Defense, Homeland Security and Emergency Management Division May 2006 - October 2006
ELM Locating March 2005 - August 2005
Wells Fargo May 2004 - March 2005
United States Navy March 1999 - March 2004
Skills
Emergency Management, Security, Homeland Security, Risk Assessment, Training, Information Assurance, Program Management, Contingency Planning, Security Management, National Security, Information Security, Disaster Recovery, Risk Management, Policy, Incident Command, Data Security, Public Safety, Crisis Management, Security Audits, Counterterrorism, Leadership, Project Planning, Hazardous Materials, Risk Analysis, Hazard Analysis, Emergency Planning, Business Continuity, Project Management, Exercises, Private Investigations, Military, Business Process..., Risk Mitigation, Safety Management, Disaster Preparedness, Emergency Operations, Analysis, Process Improvement, DoD, Vulnerability Assessment, Operational Planning, Management, Disaster Response, Information Technology, Hazardous Materials..., Safety Management..., Defense, Emergency Services, Business Resilience, Continuity of Operations
Education
The George Washington University 2011 — 2012
Masters of Professional Studies (M.P.S.), Security and Safety Leadership (Counterterrorism)
US Department of Labor, Office of Apprenticeship 2008 — 2012
Certificate of Completion of Apprenticeship, Information Assurance Specialist
Upper Iowa University 2005 — 2008
Bachelor of Science, Emergency & Disaster Management
Rural Domestic Preparedness Consortium (RDPC)
Preparedness
U.S. Department of Homeland Security Emergency Management Institute
Training Certificates, Homeland Security and Emergency Management
Wells Fargo April 2015 - Present
Amazon April 2013 - March 2015
Amazon June 2012 - April 2013
Amazon May 2011 - June 2012
Amazon June 2008 - May 2011
United States Marine Corps October 2006 - October 2010
Skills
Data Analysis, Fraud, Fraud Detection, Training, Analysis, Leadership, Investigation, Process Improvement, Online Fraud, SQL, Customer Service, Risk Management, Kaizen, SAR, Project Planning, E-commerce, Credit Card Fraud, Unix, OBIEE, Escalation, Escalation Resolution, Compliance, Suspicious Activity..., Incident Handling, Cost Saving Initiatives, Customer Support, Communication, German, OFAC, Regulatory Compliance, Analytics, Management, Project Management, Product Innovation
Education
University of Washington, Michael G. Foster School of Business 2014 — 2017
Master of Business Administration (MBA)
The Evergreen State College 1999 — 2004
Bachelor of Science (BS), Liberal Arts with Emphasis Mathematics
White Oak Global Advisors, LLC December 2014 - Present
Wells Fargo July 2013 - December 2014
Ernst & Young June 2012 - August 2012
Government Accountability Office May 2011 - August 2011
Metro Atlanta Project May 2010 - August 2010
Skills
Leadership, Financial Analysis, Finance, Managerial Finance, Internal Controls, Microsoft Excel, Banking, Accounting, Investments, Financial Modeling, Strategic Financial..., Corporate Finance, Valuation, Financial Accounting
Education
The College of William and Mary - The Mason School of Business 2012 — 2013
Master's degree, Accounting
The College of William and Mary 2008 — 2012
Bachelor of Business Administration (B.B.A.), Summa Cum Laude, Finance, with a concentration in accounting
The Lovett School
Wells Fargo Financial Analyst
London Plus Credit Union February 2013 - April 2013
Johnson & Johnson June 2012 - January 2013
Delta Zeta Sorority January 2012 - January 2013
Amboy Bank May 2011 - August 2011
Skills
Finance, Budgets, Accounting, Business Development, Time Management, Management, Analysis, Customer Service
Education
The College of New Jersey 2010 — 2014
Bachelor of Science (B.S.), Finance, General
TD Bank June 2012 - Present
Wells Fargo January 2011 - June 2012
Skills
Portfolio Management, Microsoft Excel, Management, Loans, Financial Analysis, Data Analysis, Credit Analysis, Credit, Commercial Banking, Business Analysis, Banking
Education
The College of Saint Rose
Bachelors of Science, Accounting
USAA January 2015 - Present
Esurance February 2014 - January 2015
Wells Fargo February 2013 - December 2013
CarMax July 2011 - January 2013
Various Banks September 2002 - June 2011
Motorola 1999 - 2001
Motorola 1995 - 1999
Motorola 1979 - 1995
Skills
Desktop Support..., Project Management, PMP Certified - Expired, Mortgage Banking, Financial Analysis, Microsoft Technologies, Sales Management, Information Technology, CRM, Leadership, Strategy, Program Management, Change Management, PMO, Business Development, Cross-functional Team..., Process Improvement, Integration, Product Management, Product Development, Six Sigma
Education
The George Washington University
Masters Certificate, Project Management
Western International University
Bachelor’s Degree, Computer and Information Systems Security/Information Assurance
Wells Fargo September 2014 - Present
Wells Fargo June 2012 - Present
Wells Fargo December 2010 - June 2012
Wells Fargo September 2008 - December 2010
Skills
Loans, Credit, Finance, Customer Service, Mortgage Banking
Education
The College of St. Scholastica 2007 — 2010
Bachelor's degree, Business Administration and Management, General
University of Wisconsin - Superior April 2015 - Present
Expand Your Horizons Group February 2013 - Present
Wells Fargo Bank August 2009 - September 2012
Wells Fargo Bank June 2008 - September 2009
Wells Fargo August 2005 - June 2008
Skills
Marketing, Leadership, Sales, Customer Service, Banking, Loans, Social Media, Marketing Strategy, Management, Consumer Lending, Small Business Lending, Lines Of Credit, Commercial Lending, Facebook, Small Business, Time Management, Online Advertising, Marketing Plan Creation, Social Media Marketing, Consulting, Strategic Planning, Advertising, Social Networking, Coaching, Team Building, Business Development, Digital Marketing, Digital Strategy, SEM, SEO, Marketing Communications, Online Marketing, Marketing Management, Social Entrepreneurship
Education
The College of St. Scholastica 2010 — 2012
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Wisconsin-Superior 1998 — 2002
Bachelor of Arts, Marketing and Management
Wells Fargo April 2015 - Present
FirstMerit Bank December 2011 - April 2015
Associated Bank May 2011 - December 2011
Bank of America January 2006 - May 2011
CVS January 2001 - January 2006
JCPenney 1990 - 2001
Skills
Risk Management, Sales Management, Sales Support, Operations Management, Operational Excellence, Small Business, Mortgage Lending, Home Equity Loans, Home Equity Lines of..., Small Business Lending, Banking, Loans, Consumer Lending, Branch Management, Retail Banking, Coaching, Deposits, Management, Cross Selling, Customer Service, Branch Banking, Sales, Lines Of Credit, Sales Operations, Commercial Lending, Profit, Financial Services, Customer Satisfaction, SBA, Commercial Banking, Loan Origination, Credit, Finance, Credit Analysis
Education
The College of New Jersey 1984 — 1988
Bachelor of Science (BS), Criminal Justice
Glassboro State College 1982 — 1984
TD Bank December 2013 - Present
PNC April 2008 - November 2013
Wells Fargo September 2007 - February 2008
Skills
Oral Communication, Written Communication, Face-to-face..., Cold Calling, Train New Employees, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Volunteering, Refereeing, Lines Of Credit, Commercial Lending, Financial Statement..., Cash Flow, Credit, Analysis, Banking, Finance, Management
Education
The College of New Jersey 2002 — 2007
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Sterling National Bank February 2014 - Present
Southwest Securities September 2013 - February 2014
Wells Fargo February 2012 - September 2013
Bank of America September 2008 - January 2012
CITI Group July 2006 - May 2008
Washington Mutual 2004 - 2006
Morgan Stanley 2003 - 2004
GMAC Bank 2001 - 2003
GE Capital 1991 - 2001
Skills
Loans, Credit, Credit Analysis, Underwriting, Credit Risk, Risk Management, Commercial Lending, Portfolio Management, Financial Analysis, Commercial Banking, Financial Risk, Relationship Management, Capital Markets, Mortgage Banking, Mortgage Lending, Asset Based Lending, Finance, Due Diligence, Small Business Lending, Mortgage Underwriting, Executive Management, Commercial Mortgages, Financial Services, Banking, Consumer Lending, Residential Mortgages, Valuation, Financial Modeling, Process Improvement, Refinance, Loss Mitigation, Loan Origination
Education
The College of New Jersey 1978 — 1982
Bachelor's of Science, Accounting and Finance
Wells Fargo Home Mortgage May 2015 - Present
Wells Fargo April 2011 - May 2015
Wells Fargo Home Mortgage December 2008 - March 2011
Wells Fargo Home Mortgage February 2007 - November 2008
Pro Staff placed at Wells Fargo November 2005 - January 2007
Boys & Girls Clubs of the Twin Cities December 2004 - September 2005
Cub Foods September 2003 - December 2004
Skills
Process Improvement, Customer Service, Microsoft Excel, Outlook, Analysis, Mortgage Banking, Training, Leadership, Microsoft Office, Time Management, Microsoft Word, Social Media
Education
American Intercontinental University - Online 2007 — 2007
The College of St. Scholastica 2002 — 2003
Northrop Grumman Corporation January 2015 - Present
Simply Wireless May 2014 - August 2014
Wells Fargo June 2011 - December 2011
St. Joseph Medical Center May 2007 - June 2011
Skills
C++, Java, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, HTML, Research, SharePoint, Microsoft Project, PowerPoint, Databases, Data Entry
Education
Towson University 2013 — 2014
Bachelor's degree, Computer Information Systems, Senior
The Community College of Baltimore County 2007 — 2013
Southern Mechanical, Inc. June 2010 - Present
Wells Fargo June 2006 - June 2010
Skills
Accounts Receivable, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office
Education
The Community College of Baltimore County
Associate of Arts (A.A.), Business Administration and Management, General
Comcast Cable July 2015 - Present
Wells Fargo June 2014 - July 2015
The College of New Jersey February 2012 - May 2014
Wells Fargo May 2013 - August 2013
Skills
Leadership, Public Speaking, Time Management, Customer Service, Fundraising, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Analysis, Public Relations, Finance
Education
The College of New Jersey 2010 — 2014
Bachelor of Science (BS), Economics
Wells Fargo March 2014 - Present
Target August 2007 - March 2014
Skills
Farsi, Urdu, Hindi, Microsoft Office, Market Research, Photoshop, Illustrator, Financial Modeling, Bloomberg Terminal, Entrepreneurship, Management, Teamwork, Data Analysis, Public Speaking, Microsoft Excel, Social Media
Education
The College of William and Mary - The Mason School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance, Economics, Major GPA: 3.2
J. Sargeant Reynolds Community College 2010 — 2011
Associate of Business Administration, Business, GPA: 3.7
Wells Fargo June 2015 - Present
Wells Fargo July 2012 - June 2015
Wells Fargo June 2010 - July 2012
University Directories May 2009 - August 2009
Skills
Life Insurance, Series 6, Series 63, Series 65, Notary Public, Account Management, Strategic Financial..., Investments, Insurance, Financial Analysis, Banking, Finance, Portfolio Management, Financial Planning, Financial Modeling, Retirement Planning
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
The College of William and Mary - The Mason School of Business 2006 — 2010
Marketing, Business Administration
Waterstone Mortgage Corporation September 2014 - Present
CMG Financial October 2013 - September 2014
Waterstone Mortgage Corporation March 2013 - October 2013
Wells Fargo November 2012 - March 2013
Carter's OshKosh B'gosh August 2012 - March 2013
Donna Lynn Holt Attorney at Law May 2010 - September 2012
Warners' Stellian Appliance Co. Inc. January 2006 - July 2008
The College of St. Scholastica September 2006 - May 2008
Clean 'N' Press August 2004 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Timeslips, Typing, Accounts Payable, Microsoft Office 2007, Computers, Inventory Management, Customer Service, Phone Skills, Phone Etiquette, Windows Phone, Personal Finance, Legal Assistants, Administrative..., Cash Receipts, Petty Cash, Cash Register, Client Billing, Telephone Skills, Invoicing, Filing, Accounting
Education
University of Maryland University College 2008 — 2011
Bachelor of Science (BS), Finance, General, 3.0
The College of St. Scholastica 2006 — 2008
None, Accounting and Finance, 3.5
Tartan High School 2002 — 2006
High School Diploma, Accounting and Finance, 3.75
Cummins Inc. 2011 - Present
Cummins Inc. 2009 - 2011
Fifth Third Bank 2008 - 2009
Fifth Third Bank 2007 - 2009
Fifth Third Bank 2003 - 2006
Wells Fargo 2001 - 2003
Wells Fargo 1999 - 2001
Wells Fargo 1998 - 1999
Marriott International 1997 - 1998
Marriott International 1992 - 1997
Skills
Strategy, Mergers & Acquisitions, Financial Services, Information Technology, Software Development, Corporate Governance, Finance, Enterprise Risk..., Process Improvement, Business Analysis, Vendor Management, IT Supply Chain, Strategic Planning, Vendor Partnerships, Team Building, Team Leadership, Multi-Cultural Team..., Global Strategy, Global IT Operations, Process Optimization, Performance Management, Performance Improvement, Operational Excellence, Technological Innovation, Enterprise Databases, Global Application..., Customer Experience, Risk Management, Inventory Management, Knowledge Management, Sales Automation, Organizational..., Organizational..., Organizational..., IT Solutions, IT Recruitment, IT Outsourcing, IT Strategy, Strategic IT Management, Start-ups, Program Management, Portfolio Management, Banking, Leadership, Project Planning, Credit
Education
The George Washington University 1994 — 1996
Master of Business Administration (MBA), Business Administration and Management, General
Yale University - Yale School of Management 1993 — 1993
Leadership Program
University of Virginia 1980 — 1984
Bachelor's Degree
Wells Fargo August 2014 - Present
Aspen Athletic Club May 2014 - August 2014
Braley for Iowa Campaign April 2014 - June 2014
Palmer Group/ Equifax Call Center July 2013 - July 2013
YMCA January 2013 - June 2013
Lexis Nexis Special Services June 2011 - November 2011
CSC November 1998 - May 2011
Joint Baltic American National Committee (JBANC) April 1996 - August 1998
Greenstone Grassroots Campaigns August 1994 - August 1995
Skills
Proficient use of Excel...
Education
The George Washington University 1998 — 2000
MA, Security Policy Studies
Central College, Pella, IA 1989 — 1993
BA, Communication
Ameriprise Financial Services, Inc. January 2012 - Present
Wells Fargo Advisors April 2008 - January 2012
Wells Fargo June 2003 - April 2008
American Express June 1998 - July 2003
Education
Fridley High School
The College of St. Scholastica
Accounting
Apple July 2015 - Present
Amazon Web Services August 2012 - July 2015
GoMusic App - Google Music iOS Application July 2011 - August 2013
Booz Allen Hamilton January 2011 - August 2012
Streamedy September 2009 - June 2011
Booz Allen Hamilton January 2010 - January 2011
Vantage Strategy Consulting February 2009 - January 2010
Wells Fargo May 2008 - February 2009
ProQuest January 2004 - May 2008
Skills
Java, Java Enterprise Edition, Mobile Applications, MySQL, Cloud Computing, Application Architecture, Web Services, Amazon Web Services..., SOA, Apache, Databases, PHP, Software Project..., AJAX, System Design, C#, Drupal, Perl, jQuery, Amazon Web Services, C, J2EE, Project Management, Project Planning, Business Process..., C++, Objective-C, ios, Cloud Architecture, phpMyAdmin, Joomla, CRM software, CMS, Amazon, Workflow Management, Managerial Finance, New Business Development, Federal Government, Process Engineering, MapReduce, Hive, Distributed Systems, Fault Tolerant Systems, Big Data, People Development, Scrum, CRM
Education
The George Washington University
MS, Computer Science with Computer Security and Information Assurance
University Of Maryland A. James Clark School of Engineering
BS, Computer Engineer
Wells Fargo December 2012 - Present
Wells Fargo August 2008 - February 2013
Wells Fargo March 2007 - August 2008
Marriott International June 2006 - February 2007
Penn, Schoen & Berland 2004 - 2005
Skills
Focus Groups, User Interface, Requirements Analysis, Usability Testing, User-centered Design, Usability, User Interface Design, User Experience, Information Architecture, Usability Engineering, Banking, Visio, Web Analytics, Experience Design, Analytics, Market Research, Agile Project Management, E-commerce, User Experience Design, Business Analysis, User Research
Education
The George Washington University 2002 — 2006
The George Washington University - School of Business 2002 — 2006
HFI
Wells Fargo April 2013 - Present
US Bank March 2010 - April 2013
Skills
Credit Analysis, Loans, Credit, Banking, Mortgage Lending, Finance, Retail Banking, Portfolio Management, Investments, Wealth Management, Commercial Banking, Small Business Lending, Consumer Lending, Loan Origination, Retirement, Refinance
Education
The College of St. Scholastica 2007 — 2010
MBA, Finance
The College of St. Scholastica 2002 — 2006
B.A., Business Management
AmeriPride Services August 2011 - Present
University of Minnesota 2009 - Present
Concordia Creative Learning Academy August 2011 - August 2012
Ricoh Business Solutions December 2010 - July 2011
Wells Fargo January 2010 - November 2010
Ameriprise Financial 2008 - 2009
Weber Shandwick 2004 - 2008
Fingerhut 1999 - 2003
ACA International 1997 - 1999
Allina Health System 1996 - 1997
Skills
Strategic Communications, Integrated Marketing, Financial Communications, New Media, Leadership, Corporate Communications, Reputation Management, Internal Communications, Crisis Communications, Media Relations, Marketing Communications, Public Relations, Speech Writing, Communication Training, Message Development, Marketing Strategy, Event Planning, Direct Marketing, Management, Strategic Planning, Advertising, Newsletters, Strategy, Social Media, Event Management, Marketing, Corporate Branding, Publicity
Education
University of St. Thomas - Opus College of Business 2000 — 2004
MBA
University of Minnesota-Twin Cities 1993 — 1996
BA
The College of St. Scholastica 1992 — 1993
Wells Fargo March 2003 - Present
Wells Fargo April 2001 - March 2003
Skills
Business Analysis, Visio, Vendor Management
Education
The College of St. Scholastica 1992 — 1996
Bachelor of Arts, Computer Information Systems
Wells Fargo January 2012 - Present
Friends of Dinosaur State Park Association May 2007 - March 2012
CVS Caremark Corporation August 2011 - November 2011
The College of New Rochelle September 2007 - May 2011
Macy's November 2010 - January 2011
The College of New Rochelle September 2008 - May 2010
Skills
Customer Service, Research, Higher Education, PowerPoint
Education
The College of New Rochelle 2007 — 2011
Bachelors, English, Biology
Wells Fargo January 2014 - Present
Union Bank December 2012 - Present
Union Bank March 2012 - December 2012
PMI Group September 2007 - February 2012
Pentagon Federal Credit Union May 2006 - September 2007
Appix 2005 - 2006
Skills
SAS, SQL, VBA, Credit risk, Risk Management, Financial Modeling, Data Analysis, Mortgage Banking, Secondary Market, Relational Databases, Database Design, Data Modeling, Credit Unions, Business Intelligence, Performance Reporting, Portfolio Management, Enterprise Risk..., Basel II, profitability analysis, loss forecast, Project Management, Business Analysis, mortgage insurance
Education
The George Washington University
MS, Information Technology
The George Washington University - School of Business
MBA, Finance
CarFinance Capital June 2014 - Present
CarFinance.com July 2013 - Present
CarFinance.com February 2012 - Present
Valor March 2011 - February 2012
Valor November 2008 - March 2011
TJX April 2010 - February 2011
HSBC 2003 - October 2008
Valor Security Services October 2001 - November 2006
Wells Fargo 2001 - 2003
Wells Fargo 1999 - 2001
Skills
Loss Prevention, Customer Service, Training, Management, Account Management, Business Development, Credit Analysis, Credit Risk, Portfolio Management, Dealer Relationships, Credit, Sales, Finance, Sales Management, Banking, Security, Employee Training, Sales Operations, Human Resources, Leadership, Negotiation, Process Improvement, Call Centers, Risk Management, Customer Retention, Program Management, CRM, Retail, Loans, Insurance, Time Management, Team Building, Policy, Executive Management, Operations Management, Competitive Analysis, Security Management, Physical Security, Private Investigations, Forecasting, Profit, Financial Services, Loss Mitigation, Loan Origination, Underwriting, Relationship Management, Consumer Lending, Strategy, Financial Analysis
Education
Emergency Management Institute: Incident Command System for Law Enforcement 2011 — 2011
ICS-100 Incident Command System for Law Enforcement
Emergency Management Institute: National Incident Management System 2011 — 2011
IS-700.a National Incident Management System
The George Washington University 2008 — 2008
ISCS Terrorism Awareness Training
HSBC Training 2003 — 2008
Mesquite High School 1981 — 1984
Diploma, Basic
Seaside National Bank & Trust September 2012 - Present
Wells Fargo January 2011 - September 2012
Northern Trust March 1998 - January 2011
Barnett Bank October 1993 - March 1998
First Union September 1990 - October 1993
Southeast Bank NA April 1986 - September 1990
Skills
Wealth Management, Private Banking, Credit, Commercial Lending, Small Business Lending, Banking, Commercial Banking, Credit Analysis, Loans, Series 7, Mortgage Lending, Consumer Lending, Securities, Investments, Commercial Mortgages, Wealth Management..., Wealth, Mutual Funds
Education
The College of Wooster 1981 — 1985
BA, History
Wells Fargo June 2014 - Present
Citi August 2012 - June 2014
Citi September 2011 - August 2012
Citi July 2010 - September 2011
Citi June 2009 - August 2009
Skills
Strategy, Financial Services, Product Management, Management, Market Research, Analysis, Business Strategy, Project Management, Sales, Financial Modeling
Education
The College of William and Mary - The Mason School of Business 2006 — 2010
BBA, Finance with Accounting Concentration and Minor in Hispanic Studies, 3.92
Wells Fargo June 2014 - Present
Eric Mower + Associates May 2013 - June 2014
Myjive Inc. February 2012 - May 2013
LivingSocial April 2011 - February 2012
Franklin Street Marketing February 2011 - February 2012
AmeriCorps VISTA February 2010 - March 2011
The Pop-Up Marketing Shop October 2009 - March 2010
Omni Hotels May 2009 - September 2009
College of William and Mary January 2009 - May 2009
Muscarelle Museum of Art August 2007 - April 2009
Skills
Account Management, Digital Media, Social Media, Facebook, Blogging, Advertising, Marketing, Digital Strategy, Digital Marketing, Social Media Marketing, Leadership, User Experience, Strategy, Event Management, Adobe Creative Suite, Press Releases, Time Management, Project Management, Marketing Communications, Management, Creative Direction, Social Networking, Email Marketing, Public Relations, Online Advertising, Copywriting, Editing
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master of Arts (M.A.), Technology and Communication
The College of William and Mary - The Mason School of Business 2005 — 2009
Bachelor of Arts (B.A.), Marketing, Global Studies
William & Mary 2005 — 2009
BA, Global Studies, Marketing
Wells Fargo Advisors October 2012 - Present
Wells Fargo October 2006 - October 2012
Great American Restaurants January 2000 - January 2004
Skills
Small Business Lending, Consumer Lending, Loans, Commercial Lending, Mortgage Lending, Credit, Lines Of Credit, Banking, Treasury Management, Sales, Loan Origination, Credit Analysis, Commercial Banking, Mortgage Banking, Retail Banking, Wealth Management, Leadership, Team Leadership, Motivation, Sales Management, Sales Motivation, Non-profit Volunteer, Management, Financial Analysis, Relationship Management, Finance, Investments, Retirement Planning, Situational Leadership, Portfolio Management, Coaching, Financial Services, Notary Public, Private Banking, Home Equity Lines of..., Branch Management, Financial Institutions, Securities, Retirement, Banking Relationships, Financial Advisory, series 66, Series 7, life insurance and..., Training, Cross Selling, Customer Service, Microsoft Office, Insurance, Refinance
Education
The George Washington University
BA, International Relations and Affairs
University of Massachusetts, Amherst
Sattelite program, Spanish and Iberian Studies
Wells Fargo October 2013 - Present
Ernst & Young October 2012 - October 2013
Wells Fargo Advisors June 2011 - September 2012
Northeast Securities July 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Corporate Finance, Accounting, Economics, Microsoft Excel, Auditing, Bloomberg, Finance, Data Analysis, Asset Management, Investment Banking
Education
The College of William and Mary - The Mason School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Chaminade High School 2005 — 2008
Belk January 2013 - Present
Wells Fargo July 2011 - November 2012
Microsoft October 2010 - June 2011
Hunton & Williams June 2007 - October 2010
Hunton & Williams LLP June 2007 - October 2010
Kennedy & Covington August 2006 - June 2007
Seward & Kissel LLP April 2001 - June 2006
Dewey LeBoeuf, LLP January 2000 - March 2001
Clarus Training Solutions July 1999 - January 2000
Chase Manhattan Bank June 1992 - June 1999
Skills
Technical Writing, E-Learning, Captivate, Instructional Design, Instructor-led Training, Blended Learning, SharePoint, Software Documentation, Training, Adobe Acrobat, SnagIt, Needs Analysis, Program Management, Technical Training
Education
NYU Polytechnic University 2004 — 2006
Masters of Science, Technology Management
College of New Rochelle 1993 — 1997
Bachelor of Arts, Social Sciences
CS 211
Ameriprise Financial Services, Inc. April 2015 - Present
Wells Fargo October 2013 - April 2015
Ameriprise Financial Services, Inc. April 2011 - October 2013
Wells Fargo Home Mortgage August 2010 - April 2011
Skills
Customer Service, Finance, Financial Advisory, Financial Analysis, Insurance, Investments, Leadership
Education
The College of St. Scholastica
Bachelors, Marketing, Management
Wells Fargo August 2015 - Present
Target October 2014 - July 2015
HISTORIC studio August 2013 - September 2014
Wells Fargo October 2012 - August 2013
Victoria's Secret August 2011 - October 2012
Skills
Customer Service, Microsoft Word, Microsoft Office, Time Management, Leadership, Teamwork, Retail Sales, Visual Merchandising, Inventory Management, Merchandising, Social Media, Cashiering, Banking, Loss Prevention, Team Building, Microsoft Excel, Facebook, Social Networking, Event Planning, Customer Experience, Coaching, Telephone Skills, Budgets, Credit, Loans, Employee Training
Education
The College of St. Scholastica 2011 — 2013
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
University of Minnesota-Twin Cities 2010 — 2011
International/Global Studies
EXL May 2014 - Present
Advanced Analytics Strategy and Consulting 2010 - 2014
Market Strategies International 2007 - 2010
Comerica Bank 2005 - 2007
Alliance Data 2002 - 2005
Wells Fargo 1999 - 2002
Bank of America 1996 - 1999
Experian (Formerly CCN/MDS Division) 1995 - 1997
Booz Allen Hamilton 1985 - 1995
Skills
Predictive Modeling, Time Series Analysis, Econometrics, Machine Learning, Statistical Modeling, Data Mining, Data Science, Marketing Analytics, Credit Risk, Segmentation, CCAR, PPNR, Stress Testing, Scenario Analysis, Model Validation, Model Risk Management, Marketing Science, Media Mix Modeling, Attribution Modeling, Digital Analytics, CRM, SAS, R, SPSS, Eviews, JMP, MATLAB, Python, Thought Leadership, Strategic Planning, Business Development, Matrix Decompositions, Bayesian methods, Social Network Analysis, CART, Stochastic Gradient..., Bootstrap Aggregating..., SVM, Clustering, DOE, Logit Regression, Transfer Function Models, ARIMA, Markov Chain Modeling, Survival Models, Partial Least Squares..., Generalized Linear..., Discriminant Analysis, Latent Class Modeling, Neural Networks
Education
The Johns Hopkins University 1990 — 1994
MS, Applied Mathematics
The George Washington University
PhD (ABD), Economics
University of Virginia
ME, Systems Engineering
Virginia Polytechnic Institute and State University
B.S., Psychology
Wells Fargo June 2013 - Present
SECU December 2011 - June 2013
CarMax April 2008 - April 2011
Skills
Microsoft Word, Microsoft Excel, HTML, Teaching, Microsoft Office, Windows, Outlook, PowerPoint, Research, Customer Service, English, Financial Services, Sales, Loans, Business Development, Banking, Finance, Retail Banking, Credit Analysis, Team Building
Education
University of Maryland University College 2014 — 2015
Bachelor's Degree, Management Studies
The Community College of Baltimore County 2006 — 2009
Associate's Degree, Business Administration and Management, General
KPMG US March 2015 - Present
Echo Lake Country Club June 2008 - March 2015
Wells Fargo May 2014 - August 2014
Oppenheimer & Co. Inc. May 2013 - August 2013
Wakefern Food Corp. June 2011 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Research, Public Speaking, Customer Service, Facebook, SPSS, Access, Data Analysis, Analysis
Education
The College of New Jersey 2011 — 2015
Bachelor’s Degree, Finance, 3.76
T Bank January 2013 - Present
Wells Fargo April 2010 - November 2012
Best Buy May 2008 - December 2009
Skills
Banking, Customer Service, Management, Cash Handling Experience, Credit Cards, Operations Management, Microsoft Excel, Microsoft Word, Sales, Commercial Banking, Credit, Retail Banking, Finance, Customer Experience, Loans, Leadership, Relationship Management, Financial Services, Customer Retention, Time Management, Spreadsheets, Customer Satisfaction, Customer Relations, Employee Training, Inventory Management, Team Leadership, Financial Analysis, Credit Analysis, Teamwork, Outlook, Microsoft Office, Cashiering, CRM, Payments, Cash Management, Cross Selling, Process Improvement, Data Entry, Risk Management, Strategic Planning, Credit Risk, Financial Planning, Laserfiche, Document Management, Office Administration, Records Management
Education
The Community College of Baltimore County 2008 — 2009
Business Accounting
Bank of America January 2011 - Present
Wells Fargo April 2004 - February 2009
Skills
Banking
Education
Cannon University 2011 — 2014
Masters of Arts in Theology
The College of Westchester 1993 — 1996
Associate's Degree, Business Administration and Management, General, Gpa 3.6
Prime Therapeutics January 2015 - Present
Prime Therapeutics October 2013 - Present
Angels and Emails LLC July 2009 - Present
McKinley Consulting - Wells Fargo Advisors May 2011 - January 2014
Wells Fargo January 2008 - April 2010
Wells Fargo September 2005 - December 2007
Wells Fargo Home Mortgage March 2003 - September 2005
Northwest Athletic Club / Bally Total Fitness April 2001 - December 2002
Skills
Leadership, Personal Finance, Resume, Cover Letters, Institutions, Project Design, Public Speaking, Microsoft Excel, Workshops, Coaching, Team Building, Leadership Development, Training, Strategic Planning, Entrepreneurship, Team Leadership, Change Management, Program Management, Consulting, Personal Development, Management, Process Improvement, Project Management, Strategy, Budgets, Project Planning, Business Process, Integration, Executive Coaching, Analysis, Risk Management, Business Intelligence, Management Consulting, Business Process..., Interviews, Sales, Workshop Facilitation, Vendor Management, Cross-functional Team..., Mergers & Acquisitions, Business Analysis, Enterprise Software, Financial Services, PMO
Education
The College of St. Scholastica 2003 — 2005
BA, Organizational Behavior
The College of St. Scholastica 2002 — 2005
MA, Management
Crookston 1997 — 1998
The White House February 2015 - June 2015
Treliant Risk Advisors November 2014 - February 2015
Kevin Rohan Memorial Eco Foundation March 2014 - June 2014
George Washington University September 2013 - December 2013
Wells Fargo June 2013 - August 2013
District of Columbia Department of Housing and Community Development September 2012 - May 2013
George Washington University September 2012 - May 2013
LiveGreen January 2012 - May 2012
Festival Foods May 2010 - January 2012
Forward Financial June 2010 - August 2011
Skills
Customer Service, Public Speaking, Team Leadership, Time Management, Research, Team Building, GIS, Environmental Consulting, Leadership Development, Organizational..., Waste Management, Community Development, Data Analysis, Problem Solving, Environmental Policy, Strategic Planning, Policy, Community Outreach, Football
Education
The George Washington University 2011 — 2015
Bachelor of Arts (B.A.), Geography and Environmental Studies
Marshfield High School 2007 — 2011
High School Diploma, General Secondary Education
SAP June 2012 - Present
JP Morgan Chase December 2010 - May 2012
Wells Fargo June 2006 - December 2010
Limbo Mobile 2005 - 2006
Immersion Corporation 2003 - 2005
Education
The College of William and Mary - The Mason School of Business 1997 — 1999
MBA, Finance
The Siegfried Group December 2014 - Present
Johnson Lambert LLP August 2014 - December 2014
Johnson Lambert LLP June 2013 - July 2014
Wells Fargo August 2011 - May 2013
Johnson Lambert & Co. LLP September 2008 - August 2011
Skills
SEC filings, XBRL, Microsoft Office, Internal Controls, Financial Analysis, Internal Audit, Financial Accounting, Auditing, US GAAP, CPA, Sarbanes-Oxley Act, External Audit, Financial Statements, Clarity FSR, Financial Reporting, Accounting, Insurance, Audits of Employee..., Non-profits..., Statutory Audit, SEC Filings, GAAP
Education
The College of William and Mary - The Mason School of Business 2007 — 2008
Masters, Accountancy
The College of William and Mary - The Mason School of Business 2003 — 2007
BBA, Accounting, Summa Cum Laude
Wells Fargo October 2013 - Present
Federal Reserve Board July 2006 - October 2013
Office of Thrift Supervision April 1990 - July 2006
U.S. Department of Labor August 1988 - April 1990
Skills
Banking, Finance, OFAC, Bank Secrecy Act, AML, Financial Regulation, Banking Law, Privacy Law, Fraud, Policy, Credit, Financial Institutions, Corporate Governance, Due Diligence, Securities, Securities Regulation, Financial Risk, Regulations, USA PATRIOT Act, Operational Risk, Operational Risk..., Legal Compliance, KYC, Enterprise Risk..., FCPA, Legal Research, Capital Markets, Anti Money Laundering, Risk Management
Education
The College of William and Mary - Marshall Wythe Law School 1985 — 1988
JD, Law
West Virginia University 1981 — 1985
BA, English
The Church of Jesus Christ of Latter-day Saints April 2013 - July 2013
Jared's Lawn Care March 2008 - July 2013
Royal Bank of Scotland September 2010 - May 2011
Wells Fargo December 2009 - September 2010
MassMutual Financial Group February 2009 - September 2009
The Church of Jesus Christ of Latter-day Saints June 2006 - October 2007
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Finance, Accounting, Corporate Finance, Customer Service
Education
The Commonwealth Medical College 2014 — 2018
Doctor of Medicine (M.D.), Medicine
The Commonwealth Medical College 2013 — 2014
Master of Biomedical Sciences
University of Utah 2011 — 2012
Pre-Medicine/Pre-Medical Studies
University of Utah - David Eccles School of Business 2006 — 2009
Bachelor of Science (B.S.), Finance, Cum Laude
Bluestem Brands, Inc. November 2014 - Present
LocalJobNetwork.com (Infosoft Group) August 2014 - November 2014
Marketing Lab May 2014 - August 2014
Wells Fargo August 2013 - May 2014
Wells Fargo Home Mortgage June 2013 - August 2013
South Saint Paul Steel Supply May 2012 - August 2012
Skills
Microsoft Word, Lync, QuickBooks, Team Management, Marketing Communications, Customer Service, Sales Management, Sales, Friendly Personality, Deadline Driven, Success Driven, Passion for Helping..., Passion for Success, Business Intelligence, Motivation, Great Motivator, Self Management
Education
The College of St. Scholastica 2011 — 2014
Bachelor's degree, Marketing/Marketing Management, General
Hudson High School 2006 — 2010
McMurry / TMG - Manifest September 2015 - Present
Charles R. Dickens & Associates, LLC June 2000 - Present
ADOA ASET May 2015 - July 2015
John C. Lincoln Health Network May 2013 - November 2014
CVS / Caremark January 2013 - May 2013
American Express October 2011 - December 2012
Wells Fargo and Company March 2011 - September 2011
Wells Fargo & Comapny March 2011 - September 2011
US Airways November 2010 - February 2011
Wells Fargo January 2010 - May 2010
Skills
Program Management, Project Planning, Project Management, MS Project, CA Clarity, Team Building, Team Leadership, Budget, Organization, Software Development, Infrastructure, Application Migrations, Software Deployment, Network Deployment, System Deployment, Written & Oral..., Project Status Reporting, Budgets, Vendor Management, Integration, SharePoint, Project Portfolio..., Security, Software Documentation, Training, Enterprise Software, PMO, Databases, Analysis, Team Management, Management, PMP, Visio, Service Delivery, Information Technology, IT Management, Access, Business Process..., Business Analysis, Oracle, IT Strategy, Process Improvement, Requirements Gathering, Business Process, SDLC, Business Intelligence, Software Project..., Requirements Analysis, Disaster Recovery, Business Requirements
Education
The George Washington University 1997 — 1999
MA, Public Administration
Wells Fargo November 2012 - Present
Ceridian January 2011 - May 2012
Ceridian December 1986 - May 2012
Ceridian January 2002 - January 2011
Ceridian January 2001 - January 2002
Ceridian January 1998 - January 2001
Realogic, Inc 1996 - 1997
Skills
Recruiting, Onboarding, Management, Performance Management, Ceridian, Benefits Administration, Workforce Management, Talent Management, P&L Responsibility, Client Relations Skills, C-Level Relationships
Education
The Defiance College
Bachelor of Science (BS)
Deloitte July 2015 - Present
Caterpillar Inc. May 2014 - August 2014
Peace Corps October 2013 - May 2014
Thycotic Software Ltd June 2013 - August 2013
EuroJobsites Ltd. January 2013 - May 2013
Jim Myers and Sons May 2012 - August 2012
Wells Fargo June 2010 - August 2010
Skills
Teamwork, Customer Service, Research, Goal Oriented, Self-confidence, Team Leadership, Leadership, Multi-task & Handle..., Superior Work Ethic, Passion to Succeed, Smiling, Self-driven, Time Management, Microsoft Excel, Personal Budgeting, Analysis, Data Analysis, Database Design, Personal Communication, Management Engineering, Communication, Highly-motivated, High Standards, Timekeeping, Budgets, Agility, AMPL, Simio, Visio, Process Control, Optimization Models, Requirements Analysis, Process Management, Systems Analysis, Data Modeling, Lean Six Sigma, Project Management, Business Analysis, Operating Systems, SQL, Quality Control, Procurement, Big Data Analytics
Education
The George Washington University 2011 — 2015
Bachelor’s Degree, Systems Engineering
Vesalius College 2013 — 2013
Independent Insurance October 2009 - Present
Grand Rapids Area Community Foundation January 2009 - August 2013
Thrivent Financial for Lutherans April 2008 - January 2009
Wells Fargo August 2006 - April 2008
Beier's Greenhouse June 2003 - September 2006
Skills
Insurance, Health Insurance, Medicare, Customer Service, Licensed Life & Health..., Medicare Part D, PPO, Data Entry, Team Building, Software Documentation, General Insurance, Strategic Planning, Sales, Brokers, Microsoft Excel, Banking, Universal Life, Microsoft Office, Microsoft Word, Event Planning, Nonprofits, Fundraising, Long Term Care Insurance, Business Networking, Advertising, Event Management, Fixed Annuities, Life Insurance, Marketing Communications, Marketing Strategy, Social Media, Social Media Marketing, Social Networking
Education
The College of St. Scholastica 2002 — 2005
Bachelor's degree, Business Administration and Management, General
Allstate Financial August 2012 - Present
Northwestern Mutual June 2011 - July 2012
Wells Fargo May 2007 - February 2011
Skills
Customer Service, Access, Sales, Account Management, Visio, Strategic Planning, Program Management, Business Analysis, Analysis, Insurance, Microsoft Office, Salesforce.com, Cross-functional Team..., Investments, Risk Management, Finance, Disability Insurance, Long-term Care, Fixed Annuities, Life Insurance, Underwriting, Property & Casualty..., Leadership
Education
The College of New Jersey 1999 — 2004
BS, Business Management/Finance
The College of New Jersey
Members Cooperative Credit Union August 2014 - Present
Fond du Lac Tribal & Community College December 2011 - Present
Members Cooperative Credit Union September 2010 - August 2014
Wells Fargo May 2005 - September 2010
Skills
Loans, Mortgage Lending, Employee Training, Sales, Business Development, Training, Banking, Credit, Consumer Lending, Customer Service, Coaching, Strategic Planning, FHA, Team Building, Loan Origination, Budgets, Credit Analysis, Leadership, Microsoft Excel, Microsoft Office, Team Leadership, Public Speaking, Microsoft Word, Cross Selling, Process Improvement, Mortgage Banking, Refinance, Leadership Development, Marketing Strategy, Fundraising, Public Relations, PowerPoint, Credit Unions, Sales Management, Small Business Lending
Education
The College of St. Scholastica 2012 — 2015
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Wisconsin-Superior 2000 — 2005
BS, Business Administration
University of Wisconsin-Superior 2000 — 2004
BS, Behavioral Psychology
Charles Schwab August 2013 - Present
Sandy Spring Trust August 2011 - August 2013
HSBC February 2010 - August 2011
Wells Fargo November 2008 - February 2010
Ameriprise Financial Advisors August 2006 - November 2008
Mororstuka Board of Education August 2005 - August 2006
Education
University of Virginia 2011 — 2012
Certificate in Financial Planning, Requirement of The CERTIFIED FINANCIAL PLANNER™ Designation
The George Washington University 2001 — 2005
BA, English
Brophy College Prep 1998 — 2001
High School, General Knowledge
Mountainside Middle School
Wells Fargo May 2013 - Present
The College of New Jersey - Center of the Arts August 2012 - Present
The College of New Jersey August 2011 - October 2013
Skills
Microsoft Office, Social Networking, Managerial Finance, Customer Service, Account Reconciliation, Valuation, Problem Analysis, Financial Accounting, Event Planning, Public Speaking
Education
The College of New Jersey 2010 — 2015
Bachelor of Science (BS), Mathematical Finance
Wells Fargo July 2015 - Present
Economic Partners, LLC September 2014 - May 2015
Aberdeen Asset Management June 2014 - August 2014
The National Society of Collegiate Scholars September 2012 - May 2014
WithumSmith+Brown June 2013 - August 2013
The National Society of Collegiate Scholars September 2012 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Non-profits, Research, Social Media, Leadership, Customer Service
Education
The George Washington University 2011 — 2015
Bachelor of Arts (BA), Economics
UCL
Economics
Berkshire Hathaway HomeServices Fox & Roach, Realtors September 2014 - Present
GTiPay September 2009 - May 2015
Silicon Valley Bank May 2006 - July 2008
World Savings Bank August 2005 - May 2006
Wells Fargo October 2000 - June 2005
Citi Group July 1994 - August 1998
Solomon Smith Barney 1994 - 1994
Skills
Product Management, Business Analysis, Business Development, E-commerce, Relationship Management, Financial Services, Analytics, Start-ups, Product Marketing, Business Strategy, Product Development, Risk Management, Management Consulting, Process Improvement, Vendor Management, Mobile Payments, Management, Marketing, Market Research, Project Planning, Training, Strategy, SDLC, Consulting, Sales, Project Management, Program Management
Education
Stanford Continuing Studies 2001 — 2002
N/A, Tools for Strategic Management; Consumer Internet Marketing
The College of William and Mary - The Mason School of Business 1998 — 2000
MBA, eBusiness Product Strategy, Product Management, Business Development
University of Pittsburgh 1990 — 1994
BA, English, Political Science, Econ
Denmark International Studies (University of Copenhagen) 1993 — 1993
Semester Abroad, International Business, Economics, Political Science
Wells Fargo January 2014 - Present
Wells Fargo September 2004 - January 2013
Independent Contractor (Ingate Systems) July 2004 - February 2005
Ingate Systems December 2001 - March 2004
Nokia June 2001 - December 2001
Skills
CCNP, Routing, Security, Linux, Firewalls, Switches, Load Balancing, BGP, OSPF, IP Networking, QoS, MPLS, TCP/IP, IP, CCNA, Troubleshooting, Cisco IOS, CCIE, CCIP, Network Security, Data Center, Networking, VPN, Network Architecture, Computer Security, Cisco Technologies, Network Design, Network Engineering, WAN, Routers, Infrastructure, Network Administration, Checkpoint
Education
The Faculty of Engineering at Lund University 1995 — 2004
Master of Science, Computer Science and Engineering
Wells Fargo June 2009 - Present
Wachovia Bank November 2005 - June 2009
Wachovia Bank May 2000 - November 2005
Borden October 1999 - May 2000
Freddie Mac September 1991 - September 1994
Freddie Mac June 1991 - September 1991
Servistar Corporation October 1989 - June 1991
Mellon Bank February 1989 - October 1989
Freddie Mac February 1988 - February 1989
Planning Research Corporation June 1985 - February 1988
Skills
SOA, Business Requirements, Analysis, Data Analysis, Team Leadership, SDLC, Business Analysis, Agile, Visio, Systems Analysis, Requirements Analysis, Process Improvement, Web Services, Scrum, XML, Integration, Process Engineering, Enterprise Architecture, Software Documentation, Agile Methodologies, Project Management, Software Project..., Testing, Quality Assurance
Education
The George Washington University 1986 — 1994
M.S., Information Systems Management
University of Virginia 1981 — 1985
B.S., Systems Engineering
Northside High School 1978 — 1981
Bach Marketing Partners 2010 - Present
DeSales University, Lehigh CC College, Northampton CC 2010 - Present
(Independent) 2004 - 2010
Wells Fargo 2005 - 2007
JPMorgan Chase 2000 - 2004
JPMorgan Chase 2001 - 2002
JPMorgan Chase 2000 - 2001
American Express 1998 - 2000
AT&T 1996 - 1998
AT&T 1995 - 1996
Skills
Marketing Strategy, Strategic Planning, Segmentation, Product Marketing, Direct Marketing, Competitive Analysis, Marketing Communications, Analytics, Market Research, Customer Acquisition, Marketing, Integrated Marketing, Social Media, Cross-functional Team..., Marketing Research, Advertising, Product Development, Leadership, Digital Marketing, Email Marketing, Social Media Marketing, Strategy, Public Relations, Management Consulting, Project Management, Management, Product Management, Sales Management, Sales, Program Management, Entrepreneurship, Mergers & Acquisitions, Marketing Management, Start-ups, CRM, E-commerce, Retail, Online Advertising, Business Development, SEO, Business Planning, Social Networking, Strategic Partnerships, Customer Insight, Nonprofits, Business Strategy, SEM, Product Launch, Customer Satisfaction, Customer Retention
Education
Duke University (Fuqua), and The London School of Business
Executive Education
University of Pennsylvania - The Wharton School
Executive Education
The George Washington University
M.B.A.
The George Washington University
B.B.A.
Regions Bank November 2011 - Present
JP Morgan Chase March 2010 - November 2011
Goldman Sachs July 2007 - January 2009
Hudson Advisors, LLC/Lone Star Funds 2009 - 2009
Hovde Financial June 2005 - June 2007
SunTrust Bank 2000 - May 2005
Wells Fargo 1999 - 2000
Skills
Capital Markets, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Private Equity, Mergers & Acquisitions, Portfolio Management, Due Diligence
Education
The College of William and Mary - The Mason School of Business 1997 — 1999
MBA, Accounting, Finance
University of Virginia 1990 — 1994
Bachelor of Arts, Economics
Dignity Health January 2014 - Present
Wells Fargo June 2013 - December 2013
Lockheed Martin September 2007 - June 2013
United Space Alliance August 2003 - July 2007
Skills
Information Assurance, Information Security, CISSP, Computer Security, Systems Engineering, DoD, DIACAP, Network Security, Vulnerability Assessment, System Design, Strategic Planning, NIST, System Architecture, Software Engineering, Configuration Management, FISMA, Security, Enterprise Architecture
Education
The George Washington University
Graduate Certificate, Systems Engineering
The George Washington University
NSTISSI 4011 Information Systems Security Professional Certificate
(ISC)2
Certified Information System Security Professional (CISSP)
University of Central Florida
M.S., Computer Science, concentration in Computer Security and Computer Forensics
EC-Council
Certified Ethical Hacker (CEH)
University of Central Florida
B.S., Computer Science
Wells Fargo Project ManagerWells Fargo Home Mortgage2003 - Present
Education
The George Washington University 1971 — 1972
TruStone Financial March 2015 - Present
Associated Bank September 2011 - March 2015
Wells Fargo January 2009 - August 2011
MGM July 2008 - November 2008
Mystic Lake Casino June 2003 - November 2007
Skills
Customer Service, Casino, Microsoft Office, Gaming Industry, Microsoft Excel, Budgets, Hospitality, Strategic Planning, Project Management, Team Building, Management, Social Media, Marketing Strategy, Team Leadership, Event Management, Banking, Risk Management, Financial Analysis, Coaching, Training, Time Management, Outlook, Sales, Recruiting, Leadership Development, Business Development, Teamwork, Retail, Business Strategy, Marketing, Microsoft Word, Consumer Lending, Small Business Lending, Organizational..., Finance, Lines Of Credit, Fundraising, Credit, Loans, Leadership, Credit Analysis, Commercial Banking, Commercial Lending, Sales Management, Retail Banking, Mortgage Lending, Loan Origination, Relationship Management, Portfolio Management, Cross Selling
Education
The College of St. Scholastica
Master's degree, Business Administration and Management, General
The College of St. Scholastica 2001 — 2004
Bachelor of Arts (B.A.), Organizational Behavior Studies and Management
Hibbing Community College 2001 — 2003
Associate of Arts (A.A.), Accounting
Wells Fargo August 2010 - Present
Wells Fargo April 2007 - August 2010
Skills
PeopleSoft, Vendor Management, Process Improvement, Business Analysis, Employee Benefits, Analysis, HRIS
Education
The College of St. Scholastica
Wells Fargo August 2012 - Present
Wells Fargo December 2006 - October 2012
US Bank November 2004 - December 2006
US Bank April 2000 - November 2004
Skills
AML, CAMS, Bank Secrecy Act, Internal Audit, Compliance, OFAC, Auditing, Enterprise Risk..., Financial Institutions, Financial Risk, Financial Services
Education
The College of St. Scholastica
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - July 2013
Wells Capital Management January 2011 - March 2012
Wells Capital Management October 2009 - December 2010
Evergreen Investments November 2005 - November 2009
Wachovia March 2002 - November 2005
USAF 1993 - 1999
Skills
SharePoint, Microsoft SQL Server, Java, Oracle, VBA, SDLC, ASP.NET, Requirements Analysis, Enterprise Risk..., Asset Management, ETL, SSRS, Systems Analysis, Data Warehousing, Oracle PL/SQL..., Visio, UML, Crystal Reports, XML, CRM, Analysis, SQL, Databases, Microsoft Office, DTS, SQL Server Management..., Visual Studio, Microsoft Reporting..., Financial Reporting, Credit Risk, Market Risk, Eagle PACE, Active Reports, HTML, General Ledger, Asset Managment, Investments, SSIS, VB.NET, Business Analysis, Requirements Gathering, Portfolio Management, Data Modeling, Financial Services, Business Intelligence, Business Requirements, Financial Regulation, Securities Regulation, CCAR, Software Project...
Education
University of North Carolina at Charlotte 2008 — 2012
Masters of Science, Information Technology, 4.0
The College of New Jersey 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance
New Horizons Computer Learning Center 1999 — 2001
MCP, Microsoft .NET
wells fargo Relationship BankerWellsFargo Bank2004 - Present
Education
The College of St. Scholastica
Wells Fargo May 2007 - Present
Skills
Commercial Banking, Banking, Treasury Management, Cash Management, Portfolio Management, Relationship Management, Treasury Services, Risk Management, Electronic Payments, Credit, Business Analysis, Payments, Financial Services, Cross Selling
Education
The College of St. Scholastica
Wells Fargo Executive SalesElectric Mobility1998 - 2005
Education
The College of New Jersey 1982 — 1984
Seeking New Position August 2015 - Present
Medtronic February 2015 - July 2015
Wells Fargo April 2011 - February 2015
United First Financial March 2008 - April 2011
Carpenters Union Local 87 May 2006 - March 2008
Cal Spas June 2005 - May 2006
Dawson Enterprises May 1998 - February 2005
United Artist Theatre Company October 1993 - August 1998
Skills
Sales, Recruiting, Inventory Management, Strategy, Customer Service, Strategic Planning, CRM, Payroll, Finance, Accounts Receivable, Accounts Payable, Project Management, Process Improvement, Management, Leadership, Budgets
Education
The College of St. Scholastica 2006 — 2008
Bachelors, Management
Wells Fargo January 2014 - Present
TD Equipment Finance May 2007 - January 2014
CitiCapital May 2001 - May 2007
Skills
Credit, New Business Development, Sales, Credit Risk, Healthcare, Financial Modeling, Financial Services, Banking, Hospitals, Finance, Financial Analysis, Portfolio Management, Risk Management, Loans, Relationship Management, Commercial Banking, Commercial Lending, Business Development, Underwriting, Mortgage Lending, Asset Based Lending, Retail Banking, Consumer Lending, Lines Of Credit, Small Business Lending
Education
The College of New Jersey 1994 — 1998
BS, Business Management
Marple Fleet Leasing May 2012 - Present
Dollar Thrifty Automotive Group 2007 - May 2012
Manheim Central Penn Auto Auction 2005 - 2007
FLAGSHIP CREDIT CORPORATION 2004 - 2004
Manheim 2001 - 2004
Wells Fargo 1998 - 2001
ARI 1990 - 1995
Skills
Automotive, Vehicles, Automobile, Customer Satisfaction, Sales Management, Account Management, New Business Development, B2B, Profit, Operations Management, Customer Service, Sales Process, Team Building, Purchasing, Sales Operations, Sales, Pricing, Marketing, Direct Sales, Forecasting, Customer Retention, Dealer Management, Automotive Aftermarket, Selling, Cold Calling, Business Development, Competitive Analysis, Negotiation, Income Statement, Transportation, CRM, Dealers, Retail, Business Strategy, Budgets, Team Leadership, Market Planning, Strategic Planning, Parts, Coaching, Process Improvement, Business Planning, Inventory Management, Marketing Strategy, Leadership, Sales Presentations, Contract Negotiation, Key Account Management, Training, Management
Education
The College of New Jersey 1971 — 1975
BS, Industrial Ed
Wells Fargo July 2007 - Present
Wells Fargo Technology Information Group September 2005 - July 2007
Wells Fargo Financial May 2004 - September 2005
Wells Fargo Home Mortgage 2002 - 2004
Fidelity Investments May 1996 - December 2001
Education
University of Cincinnati College of Business 1995 — 1995
MBA, Finance and Marketing
The George Washington University 1990 — 1994
BA, Political Science and Economics
Valley High School 1986 — 1990
High School
Wells Fargo January 2011 - Present
Education
The George Washington University 2005 — 2009
Business, International Business
The George Washington University - School of Business 2005 — 2009
Alakef Cup February 2015 - Present
Bixby's Cafe April 2013 - January 2015
Wal-Mart May 2010 - April 2013
Wells Fargo September 2009 - October 2009
United Healthcare October 2007 - September 2009
Skills
Auditing, Customer Service, Training, Program Management, Marketing, Data Analysis, Testing, Analysis, Sales, Management, Policy, Leadership, Process Improvement, Public Relations, Fundraising, Public Speaking, Social Networking, Strategic Planning, Team Building, Social Media
Education
The College of St. Scholastica 2006 — 2008
BA, Management
Wells Fargo March 2015 - Present
Digital River February 2014 - March 2015
Digital River November 2012 - February 2014
Digital River April 2011 - November 2012
Ernst and Young 2006 - 2011
Skills
Internal Audit, Sarbanes-Oxley Act, SEC filings, GAAP, Internal Controls, CPA, External Audit, Auditing, US GAAP, Sarbanes-Oxley, Financial Reporting, Financial Statements, Assurance, SEC Filings, Financial Analysis, Accounting, Financial Accounting
Education
The College of St. Scholastica 2003 — 2006
BS, Accounting and Management
Wells Fargo April 2014 - Present
Wells Fargo August 2012 - April 2014
Wells Fargo Insurance Services 2009 - 2012
Skills
Account Reconciliation, Accounts Payable, Financial Statements, General Ledger, Accounting, Sarbanes-Oxley Act, Customer Service
Education
The College of St. Scholastica 2012 — 2015
Bachelor of Arts (BA), Accounting
Indian Trail Academy
Wells Fargo Client ValuationsDeutsche Bank2009 - Present
Skills
Finance, Financial Analysis, Financial Modeling, Valuation
Education
The George Washington University 2005 — 2007
Masters, Finance
The George Washington University - School of Business 2005 — 2007
MSF
Virginia Polytechnic Institute and State University 2005 — 2007
Bachelors, Finance
Wells Fargo February 2009 - Present
Wells Fargo Bank 2009 - Present
Wachovia Bank September 1999 - February 2009
Skills
Commercial Banking, Credit, Commercial Lending, Small Business Lending, Loans, Middle Market, Credit Analysis, Banking, Consumer Lending, Leadership, Asset Based Lending, Mortgage Lending, Executive Management, Small Business, Cash Management, Lines Of Credit, Underwriting, Risk Management, Due Diligence, Commercial Mortgages, Loan Origination, Treasury Management
Education
The College of New Jersey 1975 — 1979
Bachelor of Science, Business Management
Wells Fargo April 2007 - Present
Wachovia Bank November 1999 - April 2006
United Mortgage & Loan Investment September 1998 - November 1999
United Mortgage & Loan Investment January 1997 - September 1998
United Mortgage & Loan Investment August 1995 - January 1997
Skills
Fixed Income, Credit Risk, Risk Management, Capital Markets, Derivatives, Banking, Counterparty Risk, Business Analysis, Interest Rate..., Credit Derivatives, Analysis, Credit, Enterprise Risk..., Financial Modeling, Financial Risk, Loans, Mortgage Lending, Trading, FX Options, Structured Products, Swaps, Calypso, Options, Real Estate Economics
Education
The College of William and Mary - The Mason School of Business 1993 — 1995
MBA, Finance
Virginia Polytechnic Institute and State University 1988 — 1992
B.S., Finance
RLI Insurance Company June 2015 - Present
Travelers June 2013 - Present
Travelers October 2011 - June 2013
Wells Fargo December 2010 - October 2011
The Hartford May 2009 - June 2009
University of Wisconsin-River Falls May 2006 - December 2008
Skills
Leadership, Training, Problem Solving, Management, Customer Service, Sales, Project Planning, Budgets, Forecasting, Teamwork, Product Development, Microsoft Office, Microsoft Excel, Student Affairs, PowerPoint
Education
The College of St. Scholastica 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration; Management
University of Wisconsin-River Falls 2004 — 2008
Bachelors of Science, Economics and Psychology
Wells Fargo June 2015 - August 2015
U.S. Department of the Treasury January 2013 - July 2014
Calvert Social Investment Foundation, Inc June 2009 - January 2013
Agora Partnerships January 2008 - May 2008
Transitional Housing Corporation 2006 - 2007
Skills
Risk Management, Financial Analysis, Community Development, Nonprofits, Credit Analysis, Investments, Affordable Housing, Non-profits, Due Diligence, Finance, Credit Risk, Impact Investing, Portfolio Management, Affordable Housing..., Financial Reporting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.)
The George Washington University 2005 — 2009
B.A., International Affairs, International Economics
Wells Fargo July 2012 - Present
Wells Fargo Real Estate Group July 2006 - July 2012
Education
The College of William and Mary - The Mason School of Business
Undergraduate and MBA
Intertech April 2014 - Present
Intertech December 2012 - March 2014
Intertech September 2011 - December 2012
Intertech October 2010 - June 2011
Intertech July 2010 - October 2010
Intertech January 2010 - July 2010
Intertech July 2009 - October 2009
Intertech November 2007 - June 2009
Aetna July 2006 - November 2007
Wells Fargo August 2005 - June 2006
Skills
SOA, Web Services, Spring, Application Architecture, JUnit, Websphere, SOAP, Ant, Hibernate, Java Enterprise Edition, Struts, Java, JDBC, Design Patterns, JSP, UML, Scrum, AJAX, Software Development, Weblogic, JavaScript, Web Applications, REST, Enterprise Architecture, JBoss Application Server, jQuery, Oracle, SQL, MySQL, Software Engineering, WebSphere, WebLogic, Spring Framework
Education
The College of St. Scholastica 1986 — 1990
Bachelors of Arts, Computer Information Systems
Pillager High School 1980 — 1986
Wells Fargo Home Mortgage August 2012 - Present
Wells Fargo Home Mortgage January 2012 - October 2012
Wells Fargo June 2009 - January 2012
TDHCA 2006 - 2008
USDA Rural Development 2003 - 2005
Skills
Mortgage Lending, Testing, Loans, Mortgage Banking, Banking, Credit, Quality Assurance, Loan Origination, Risk Management, Underwriting, Credit Analysis, Process Improvement, Policy, Customer Service
Education
College of New Rochelle
Biology
Wells Fargo May 2015 - Present
Wells Fargo July 2013 - May 2015
Wells Fargo March 2010 - July 2013
Wells Fargo August 2007 - March 2010
Skills
Employment Law, Employee Relations, Legal Writing, Report Writing, Mediation, Settlement Agreements, Dispute Resolution, Strategic Consulting, Talent Management, Succession Planning, Performance Management, Talent Acquisition, FMLA
Education
The College of William and Mary - Marshall Wythe Law School 2003 — 2006
Juris Doctor
Vassar College 1995 — 1999
Arts Baccalaureate, English
University College Dublin
English/History
Bluestem Brands, Inc. May 2015 - Present
The College of St. Scholastica June 2014 - May 2015
Securian Financial Group October 2007 - May 2014
The Hartford November 2005 - October 2007
Wells Fargo January 2004 - November 2005
Minneapolis Grain Exchange June 2003 - December 2003
Skills
Anti Money Laundering, Compliance, Analytical Skills, Internal Audit, Internal Controls, Economics, Trading Operations, Marketing, Qualified Retirement..., Rhetoric, Derivative Operations, Financial Analysis, Accounting, Financial Services, Securities
Education
The College of St. Scholastica 2010 — 2015
Master's Degree, Management, 3.96
University of Minnesota-Twin Cities 1999 — 2003
Bachelor's Degree, Economics, Rhetoric, Marketing, 3.2
Wells Fargo September 2004 - May 2010
Education
The College of New Jersey 1995 — 1999
BA, Pre-Law/Economics
Wells Fargo November 2012 - Present
Wells Fargo August 2010 - November 2012
Wells Fargo August 2006 - August 2010
Wells Fargo September 2004 - 2006
WySTAR Global Retirement Solutions 2003 - 2004
WySTAR Global Retirement Solutions 2000 - 2003
WySTAR Global Retirement Solutions 1998 - 2000
WySTAR Global Retirement Solutions 1996 - 1998
Skills
Quality Assurance, Agile Methodologies, Project Management, Access, Requirements Analysis, SQL, Linux, CRM, Microsoft Office, Java, HP Quality Center
Education
The College of St. Scholastica
Bachelor’s Degree, Management
Comcast July 2014 - Present
ICON plc October 2012 - July 2014
ICON plc April 2012 - October 2012
Pershing, a BNY Mellon company October 2011 - March 2012
Wells Fargo September 2010 - November 2011
United BioSource Corporation October 2009 - March 2010
CRF Health June 2007 - October 2009
Almac Sciences 2002 - 2007
Skills
EDC, 21 CFR Part 11, Clinical Trials, Pharmaceutical Industry, CRO, Lifesciences, GCP, Clinical Data Management, Data Management, Clinical Development, CTMS, Cross-functional Team..., Life Sciences, Management, Sop, Validation, SOP
Education
The College of New Jersey 1998 — 2002
BS, BISM
State of Minnesota July 2002 - Present
Wells Fargo June 1998 - June 2002
Education
The College of St. Scholastica 2000 — 2002
Bachelor's degree, Business Management
Wells Fargo February 2007 - Present
Wells Fargo December 2004 - February 2007
Achida Corporation August 2002 - June 2004
LogicBay March 1998 - June 2002
J. River, Inc. December 1995 - February 1998
Skills
Business Analysis, SQL, Management, SDLC, Requirements Analysis, Integration, Microsoft Office, Agile Methodologies, Process Improvement, Leadership, Business Intelligence, Business Intelligence..., Business Intelligence..., Windows Sharepoint..., SharePoint Server, SharePoint..., SQL Server Management..., Microsoft SQL Server, MicroStrategy, Tableau, Systems Architecture, Project Management, F5 BigIP, Business Systems..., Systems Design, Data Analysis, Reporting & Analysis
Education
University of Minnesota-Twin Cities 2007 — 2010
Master of Science (M.S.), Industrial Systems Engineering
University of Minnesota-Twin Cities 2005 — 2007
Master of Science (M.S.), Computer Software Engineering
The College of St. Scholastica
Bachelor of Arts (B.A.), Computer Information Systems
M&T Bank August 2012 - Present
Wells Fargo August 2008 - August 2012
Erickson Living January 2005 - August 2008
Skills
Banking, Consumer Lending, Credit, Mortgage Lending, Loans, Retail Banking, Loan Origination, Mortgage Banking, Cash Management, Finance, Lines Of Credit, Commercial Banking, Commercial Lending, Small Business Lending
Education
The Community College of Baltimore County 2008 — 2010
Associate's degree, Business Administration and Management, General
Wells Fargo February 1987 - August 2010
Skills
Customer Service
Education
The College of New Rochelle
Bachelor's degree
Wells Fargo 2004 - Present
Wells Fargo 1998 - 2004
Norwest Bank 1994 - 1998
Skills
Mergers & Acquisitions
Education
The George Washington University
MBA, Finance, General
Yale University
BA, Economics
Wells Fargo June 2010 - Present
Education
The College of Westchester 1996 — 2000
ACCOUNTING, BUSINESS ADMIN, Accounting and Finance
Wells Fargo February 2014 - Present
Wells Fargo December 2012 - February 2014
Range Reliable Insurance Agency December 2011 - December 2012
Allina Health November 2010 - December 2011
Skills
Customer Satisfaction, Customer Service, Customer Retention, Customer Acquisition, Customer Oriented, Manage Client..., Problem Analysis, Resourceful..., Creative Strategy, Sales Process, Sales, Brand Loyalty, Collaborative Problem..., Collaboration Solutions, Budget Setting, Retail Banking, Branch Banking, Financial Services, Credit Cards, Home Equity Lines of..., Lines Of Credit, Loans, Strategic Partnerships, Partnership-building, Leveraging Strategic..., Building Relationships
Education
University of Minnesota-Duluth 2004 — 2010
Bachelor of Science (B.Sc.), Biochemistry/Molecular Biology
University of California, Berkeley 2012 — 2014
Marketing
The College of St. Scholastica 2008 — 2010
Anatomy/Physiology
Wells Fargo May 2003 - Present
Skills
Outlook, Administrative..., Access, Visio, Lotus Notes, Data Entry, Spreadsheets, Banking, Microsoft Excel, Customer Service, PowerPoint, Office Management, PeopleSoft, Microsoft Word, Microsoft Office, SharePoint, Mortgage Lending, Software Documentation, Time Management, Risk Management
Education
Cannon Trust School, I, II, II 2004 — 2004
The College of Saint Rose 1991 — 1995
Elementary Education and Teaching
Aging, Disabilities & Veterans Serv. April 2015 - Present
EMS Subdesk for Hillsboro School District October 2014 - September 2015
Kaiser Permanente January 2014 - December 2014
Eastwood Elementary School September 2014 - October 2014
Wells Fargo December 2008 - March 2014
Tualatin Hills Park and Recreation District 2007 - 2009
Wealth Bridge and Gateway Financial 2002 - 2007
Skills
Customer Service, Training, Microsoft Office, Social Media, Leadership, Nonprofits, Social Networking, Microsoft Excel, Microsoft Word, Volunteer Management, Research, Project Management, Networking, PowerPoint, Writing, Outlook, Interviews, Management, Spanish, HIPAA, Strategic Planning, Healthcare, Budgets, General Ledger, 10 Key, Office Administration, Disaster Recovery, Special Needs Advocate, E-Learning, Youth Work
Education
Lewis & Clark College in Vancouver, WA 2002 — 2002
NA Credit Hours only
The Evergreen State College 1997 — 1999
Bachelor's degree
Pierce College in Tacoma, WA 1998 — 1998
None
South Puget Sound Community College in Olympia, WA 1992 — 1994
Transfer to University
Yuba College 1988 — 1990
Transfer Student
Regional Occupational Program in Yuba City, California 1986 — 1987
Medical Assistant