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
Wells Fargo July 2014 - Present
HFF June 2013 - December 2013
Bank of the West June 2012 - December 2012
Skills
Banking, Commercial Real Estate, Real Estate Financing, Debt Restructuring, Microsoft Office, Economics, Microsoft Excel, Research, PowerPoint, International Relations, Microsoft Word, Public Speaking, Financial Analysis
Education
University of Southern California 2010 — 2014
Bachelor's Degree, International Relations (Global Business) - International Financial Management, Magna Cum Laude
The Hong Kong University of Science and Technology 2013 — 2013
Study Abroad, Finance
Henrico High School 2006 — 2010
High School, International Baccalaureate (IB) Program
Wells Fargo June 2014 - Present
Goldman Sachs July 2012 - June 2014
Goldman Sachs June 2011 - August 2011
Stradling Yocca Carlson & Rauth July 2010 - July 2010
Skills
Securities Regulation, Securities, ISDA, AML, FINRA, Due Diligence, Corporate Governance, Hedge Funds, Private Equity, Financial Regulation, Capital Markets, Corporate Law, Prime Brokerage, KYC, Legal Compliance, Mergers & Acquisitions, Legal Writing, Legal Research, Derivatives, OFAC, Commercial Real Estate, Commercial Real Estate..., Credit Analysis, Real Estate
Education
Yale University 2008 — 2012
Bachelor of Arts (BA), Economics and History
London School of Economics and Political Science
KBW July 2014 - Present
Wells Fargo June 2013 - August 2013
PRK Coaching October 2012 - June 2013
StoneCastle Partners May 2012 - September 2012
Industry Intelligence Inc. October 2011 - April 2012
SCallers - University Office of Annual Giving August 2010 - October 2011
Oberon Securities, LLC May 2011 - August 2011
J.P. Morgan July 2010 - August 2010
Pratt Institute Development Office June 2009 - August 2009
Education
University of Southern California 2010 — 2014
BA
London School of Economics and Political Science 2012 — 2013
General Course
Trinity School 2006 — 2010
High School Diploma
Wells Fargo June 2013 - Present
Virtu Propdeal Pvt Ltd April 2012 - Present
Skills
Financial Analysis, Business Strategy, Financial Modeling, Data Analysis, Program Management, Microsoft Excel, Access, Management Consulting, Management, Operations Management, Leadership, Social Media, Market Research, Private Equity, Finance, Analysis, PowerPoint
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Operations Research
The London School of Economics and Political Science (LSE) 2011 — 2011
Summer School Certificate, Entrepreneurship Management and Global Leadership
DAC Bond June 2015 - Present
University of Florida August 2011 - May 2015
BMW Manufacturing January 2014 - May 2014
Wells Fargo May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Mac OS, Customer Service, Event Planning, Teamwork, Leadership, Municipal Bonds
Education
University of Florida 2013 — 2015
Masters of Arts in International Business (MAIB), 3.56
The Hong Kong University of Science and Technology 2014 — 2014
International/Global Studies
University of Florida 2010 — 2014
Bachelor of Science (B.S.), Finance, 3.54
Chulalongkorn University 2012 — 2012
International Finance (Southeast Asia)
Fannie Mae July 2014 - Present
Wells Fargo December 2007 - April 2014
Wells Fargo February 2005 - December 2007
Wells Fargo January 1997 - January 2005
Citizens Bank of Maryland, DC & VA August 1989 - December 1997
Circuit City July 1986 - August 1989
Skills
Talent Management, Talent Acquisition, Leadership, Performance Management, Human Resources, Strategy, Succession Planning, Training, Financial Services, Employee Relations, Leadership Development, Onboarding, Employee Engagement, Change Management, Enterprise Software, Recruiting, Vendor Management, PeopleSoft, Workforce Planning, HR Policies, Organizational Design, Applicant Tracking..., HR Consulting, Strategic HR, Relocation, BrassRing, Executive Coaching, Retail, Executive Management
Education
The Johns Hopkins University 1991 — 1997
MS, Human Recource Development
University of Maryland College Park 1978 — 1982
BS, Behavioral Sciences
Allegis Group May 2013 - Present
Wells Fargo October 2012 - May 2013
Wells Fargo September 2003 - October 2012
Wells Fargo Bank 1997 - 2003
Ryland Mortgage September 1985 - September 1997
Skills
Technology Management, Leading Change, Leadership Development..., Team building, Organizational Culture, Staff Retention, Vendor Management, Business Analysis, Project Portfolio..., Software Project..., SDLC, Business Process Design, Communication Skills, Managing Large Budgets, Technical Hiring, Requirements Analysis, Management, Process Improvement, Project Management, CRM, Team Building, Integration, PMO, Enterprise Architecture, Business Intelligence, Requirements Gathering
Education
Salem International University 1979 — 1981
Bachelor of Science (B.S.)
The Johns Hopkins University 1999 — 2001
Continued Education, Management Information Systems, General
Ullico, Inc. April 2015 - Present
Ullico, Inc. June 2009 - March 2015
Verizon Business January 2007 - March 2009
Wells Fargo May 2006 - December 2006
AT&T May 2004 - May 2006
Time Warner Cable July 2002 - May 2004
KPMG Consulting/BearingPoint 2000 - 2003
Skills
Vendor Management, Program Management, PMP, Business Analysis, SDLC, Quality Assurance, Requirements Analysis, PMO, Visio, Project Portfolio..., Software Project..., Agile Methodologies, Business Process, Management, Process Improvement, Business Requirements, Business Process..., Cross-functional Team..., Integration, Certified Project..., Change Control, Portfolio Management, Contract Management, Budgeting, Change Management, SharePoint, Process Engineering, Risk Management, Requirements Gathering, Resource Management, Telecommunications, Strategic Planning, Agile Project Management, Business Intelligence, Metrics, User Acceptance Testing, Release Management, Testing, Process Development, PMI, Product Development, Project Planning, Enterprise Architecture, Team Building, Customer Relations, Vendor Relations, Waterfall, SOA, PMBOK, Documentation
Education
The George Washington University - School of Business
Master's Degree
University of Colorado
Bachelor's Degree
Delhi Public School - Mathura Road
Computer Sciences
Wells Fargo Bank February 2014 - Present
Wells Fargo Wealth Management Group October 2013 - February 2014
Silicon Valley Bank May 2013 - September 2013
Berkshire Hathaway Homestate Companies October 2012 - April 2013
ComSys December 2010 - June 2012
GMB Services June 2003 - June 2012
Wells Fargo January 2009 - June 2010
State of California - Administrative Offices of the Courts February 2008 - December 2008
Wells Fargo Bank 2006 - 2008
Calif Admin Offices of the Courts 2005 - 2006
Skills
SDLC, RUP Methodologies, Scrum, Project Management, MS Project, Agile & Waterfall..., Meeting Planning and..., Business Analysis, Risk Management, Vendor Management, Program Management, Software Project..., Requirements Gathering, Agile Methodologies, Strategy, Databases, Leadership, Testing, Business Process..., Business Process, Team Building, Project Planning, Software Documentation, Management, Integration, Oracle, Requirements Analysis, Data Center, PMO, PMP, Visio, Banking, Business Intelligence, IT Strategy, Project Portfolio..., IT Management, Process Improvement, SharePoint, Resource Management, Consulting, Business Requirements, Enterprise Architecture, Project Delivery, Agile Project Management, Software Development, Systems Analysis, Data Warehousing, Cross-functional Team..., Information Technology, CRM
Education
University of Maryland College Park 1976 — 1980
B A, Independent Studies - Modern Jewish History and Hebrew Literature
The Hebrew University 1977 — 1978
Hebrew, Jewish history
Machon LeMadrechei Chutz La'Aretz
Bank of America August 2010 - Present
Wells Fargo 2002 - 2010
Ogletree Deakins August 2001 - November 2002
T Rowe Price May 2000 - August 2001
Skills
ERISA, Employee Benefits, Benefits, 401k, Litigation, Corporate Governance, Compliance, Risk Management, Pensions, Executive Pay, Retirement Planning, Securities, Financial Services, Mergers & Acquisitions, Securities Regulation, Legal Compliance, Legal Writing, Privacy Law
Education
The George Washington University Law School 1996 — 2000
J.D., Law
University of Maryland College Park 1990 — 1994
B.A., Criminal Justice
Thomas Jefferson School of Law August 2011 - June 2014
LPL Financial June 2010 - May 2011
MetLife September 2009 - June 2010
Wells Fargo September 2008 - June 2009
Vanguard May 2005 - May 2008
Skills
Financial Analysis, Mergers & Acquisitions, Finance, Corporate Law, Risk Management, Private Equity, Analysis, Business Development, Program Management, Financial Services, Capital Markets, Asset Management, Tax, Investment Banking, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master of Science (MSc), Finance, General
Thomas Jefferson School of Law 2011 — 2014
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
The London School of Economics and Political Science (LSE) 2013 — 2013
Graduate Study-Abroad Program, Risk Management and Valuation
Wake Forest University 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
University of North Carolina at Charlotte 2003 — 2005
Bachelor of Science (B.S.), Finance, General
Bank of America November 2014 - Present
Yodle August 2013 - November 2014
Wells Fargo May 2010 - August 2013
Wachovia August 2006 - May 2010
Carat Fusion September 2002 - June 2006
Carat Freeman July 2000 - July 2001
Skills
Account Management, Vendor Management, Strategy, Management, Analytics, Online Advertising, Digital Marketing, SEM, Web Analytics, Integrated Marketing, Email Marketing, SEO, Digital Strategy, Online Marketing, Marketing Communications, Digital Media, Advertising, Affiliate Marketing, Brand Management, Web Marketing, Mobile Devices, Segmentation, Creative Direction, Business Strategy, E-commerce
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
MBA
The Johns Hopkins University 1996 — 2000
BA, Psychology
Serval Ventures June 2015 - Present
Lost and Found, a Dutchmen Group, Inc. project September 2014 - Present
General Assembly January 2015 - May 2015
The Lab Consulting January 2014 - September 2014
Rapid Ratings International September 2012 - January 2014
Global Hunter Securities June 2011 - July 2011
Cortland Cable Company June 2010 - August 2010
Wells Fargo June 2009 - August 2009
Skills
Analysis, PowerPoint, Business Development, Microsoft Excel, Marketing Strategy, Project Management, Data Analysis, Financial Modeling, Sales, Equity Research, Risk Management, Microsoft Office, Microsoft Word, Social Media
Education
Union College 2008 — 2012
BA, Economics major, Classics minor
Phillips Exeter Academy 2007 — 2008
Post Graduate Year
London School of Economics and Political Science, U. of London
Alternative Investments: Summer course
Tully High School 2003 — 2007
Wells Fargo September 2014 - Present
Johns Hopkins School of Medicine June 2013 - August 2014
Johns Hopkins University - Office of Student Financial Services May 2012 - May 2013
Fullbridge January 2013 - January 2013
Hawkeye Construction, LLC May 2012 - September 2012
Johns Hopkins University - Park Lab September 2011 - December 2011
Columbia University Medical Center - Gottlieb Lab May 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Data Analysis, Social Media, Qualitative Research, Analysis, Nonprofits
Education
The Johns Hopkins University 2010 — 2013
Bachelor's degree, Neuroscience
The Johns Hopkins University 2010 — 2013
Bachelor's degree, Neuroscience
Wells Fargo October 2013 - Present
Wells Fargo July 2011 - October 2013
Wells Fargo December 2010 - July 2011
Wells Fargo October 2008 - December 2010
Wachovia, A Wells Fargo Company May 2004 - October 2008
Wachovia January 2004 - April 2004
Wachovia November 2001 - December 2003
Wachovia February 2001 - October 2001
Wachovia June 1997 - February 2001
Wachovia April 1995 - June 1997
Skills
IT Strategy, Integration, Mergers, Financial Services, Data Warehousing, SharePoint, Program Management, Process Improvement, Vendor Management, SDLC, IT Management, PMO, EPM, Banking, Enterprise Architecture, Software Project..., Risk Management, Access Control, Project Management, Project Portfolio..., Visio, MS Project, Business Analysis, Business Requirements, PMP, Leadership, Change Management, Analysis
Education
The George Washington University 2004 — 2005
Associates Certificate, Project Management
The Ohio State University 1982 — 1987
BSBA, Information Systems and Business Marketing
BHS
Wells Fargo May 2014 - Present
ACN October 2013 - May 2014
Johnson Controls April 2013 - August 2013
Kforce Inc. July 2012 - March 2013
Duke Energy Corporation May 2011 - February 2012
Wells Fargo August 2009 - January 2011
Wachovia May 2008 - August 2009
Hewitt Associates March 2006 - May 2008
Wachovia, A Wells Fargo Company September 1996 - March 2006
First Union National Bank January 1992 - September 1996
Skills
PeopleTools, SDLC, Quality Center, PeopleSoft, HRIS, Mentoring, Large Systems..., SQL, Integration, Workday, Payroll, Requirements Gathering, Oracle, Requirements Analysis
Education
The George Washington University
A.S., Psychology, literature
University of Miami - School of Business
B.B.A., Business Administration
Regions Financial Corporation January 2014 - Present
Roberson Family 1997 - Present
Wells Fargo September 1987 - December 2013
Skills
Commercial Lending, Underwriting, Commercial Banking, Loans, Credit, Reporting & Analytics, Credit Analysis, Relationship Management, Banking, Commercial Mortgages, Loan Origination, Mortgage Lending, Financial Risk, Treasury Management, Financial Services, Consumer Lending, Mortgage Banking, Trombone, Asset Based Lending, Risk Management, Small Business Lending, Investments, Credit Risk, Portfolio Management, Lines Of Credit, Cross Selling, Wealth Management, Refinance
Education
University of Georgia - Terry College of Business 1985 — 1987
MBA, Finance/Real Estate
The Juilliard School 1984 — 1985
Conductor's Orchestra, Juilliard Jets, Trombone Performance
University of Georgia School of Music 1979 — 1984
BM, Music Education
North Clayton High School 1976 — 1979
High School Diploma
Wells Fargo March 2015 - Present
Bank of America November 2003 - February 2015
IBM 1982 - 2003
Skills
PMP, Black Belt, Six Sigma, CMM, Business Process, Agile, Process Improvement, Process Engineering, PMO, Agile Methodologies, Cross-functional Team..., Change Management, Banking, Risk Management, Financial Risk, Credit Cards, Management, Integration, SDLC, Project Portfolio..., Project Management, Operational Excellence, Business Analysis, Analytics, Analysis, Program Management, Software Documentation, Vendor Management, Business Process...
Education
The George Washington University 1999 — 2000
Master's Certificate, Project Management in School of Business and Public Administration
Eastern Maine Technical College 1980 — 1982
AS, Electronics Engineering
Wells Fargo June 2010 - Present
Wells Fargo Bank March 1984 - Present
Wachovia, A Wells Fargo Company 1984 - August 2010
Wachovia, A Wells Fargo Company 1984 - 2010
Skills
CA7, CA11, Autosys, Unix, TSO, ISPF, JCL, JIL, VSAM, Netcool, PICCT, PAC2000, TASK, MS Project, Lotus Notes, Software Documentation, Mainframe, MVS, Testing, Data Center, Visio, Business Analysis, NDM, SDLC, Process Improvement, SDSF, COBOL, DB2, Disaster Recovery, Quality Assurance, Operating Systems, BMC Remedy
Education
The George Washington University
ITIL; ASSOCIATE'S CERTIFICATE, IT SERVICE MANAGEMENT FOUNDATIONS; PROJECT MANAGEMENT
The George Washington University
ITIL; ASSOCIATE'S CERTIFICATE, IT SERVICE MANAGEMENT FOUNDATIONS; PROJECT MANAGEMENT
Bank of the West, BNP Paribas Group 2011 - Present
Kaiser Permanente, Wells Fargo and Pepsi 2009 - 2011
JP Morgan Chase 2007 - 2009
Wells Fargo 2000 - 2006
Skills
Spend Analysis, Financial Analysis, Pricing Analysis, Vendor Financial..., Trend Analysis, Key Performance..., Business Continuity..., Supplier Diversity..., KPI Dashboards, Forecasting, Scorecard, Business Reviews, Planning Budgeting &..., Financial Variance..., Sales Reports
Education
The George Washington University - School of Business
MBA, Finance & Investments
ABA Business of Banking School
Ally Financial Inc. November 2013 - Present
Verizon Business March 2011 - November 2013
Wells Fargo July 2009 - December 2010
Wachovia Bank March 2005 - June 2009
Ameritrade Holding Corporation May 1999 - March 2005
USF&G Insurance September 1995 - May 1999
Skills
Organizational..., Organizational Change, Resource Management, Process Improvement, Project Portfolio..., Program Management, Project Finance, Project Planning, Project Coordination, Project Implementation, Network Architecture, Network Design, Network Engineering, Project Execution, Network Operations, Vendor Management, Project Management, Change Management, Leadership, Data Center, Telecommunications, Cisco Technologies, Management, SDLC, Business Analysis, Integration, Security, Networking, Technical Support, Disaster Recovery, PMO, IT Strategy, Infrastructure, System Deployment, Information Technology, Visio, Pre-sales, Information Security, Computer Network..., Cross-functional Team..., SharePoint, PMP, MPLS, IT Service Management, Solution Architecture, Cloud Computing, Wireless, Enterprise Architecture, Requirements Analysis, IT Operations
Education
The Johns Hopkins University 1995 — 1998
M.S., Information and Telecommunications Systems for Business
University of Baltimore 1991 — 1993
B.S., Information Systems Management
PSA Insurance & Financial Services November 2014 - Present
Loyola University Maryland September 2013 - Present
Credo Capital Management, LLC August 2007 - March 2014
Wells Fargo 2006 - 2007
Stifel Nicolaus 2005 - 2006
Legg Mason 2001 - 2006
Bank of America 1997 - 2001
Skills
Equities, Equity Research, Portfolio Management, Investments, Valuation, Alternative Investments, Asset Management, Capital Markets, Investment Management, Asset Allocation, Investment Strategies, Financial Analysis, Financial Modeling, Securities, Series 7, Financial Services, Bloomberg, Hedge Funds, Private Equity, Fixed Income, Mutual Funds, Investment Banking, Bloomberg Terminal, Equity Valuation, Buy-side, Investment Advisory, Morningstar
Education
The Johns Hopkins University - Carey Business School 2003 — 2005
MBA, Finance
Wofford College 1986 — 1990
BA, Finance
Sonus December 2014 - Present
Wells Fargo July 2014 - December 2014
Sonus October 2010 - June 2014
Staples August 2010 - October 2010
Imaging Science and Information Systems (ISIS) Center May 2008 - August 2010
George Washington University September 2007 - March 2008
Skills
Telecommunications, SIP, Product Management, VoIP, SQL, Business Analysis, Program Management, Java, Wireless, Requirements Analysis, Data Analysis, Wireless Networking, Testing, Cloud Computing
Education
The George Washington University 2007 — 2008
MS, Computer Science
University of Mumbai 2003 — 2007
Bachelors of Engineering, Electronics (wireless and networks)
Fannie Mae September 2010 - Present
MicroVest Capital Management, LLC September 2009 - June 2010
ACDI/VOCA June 2009 - August 2009
Wells Fargo December 2007 - August 2008
JPMorgan Chase March 2004 - December 2007
Skills
Finance, Risk Management, Financial Risk, Economics, Accounting, Financial Analysis, Credit Analysis, Analysis, Mortgage Lending, Portfolio Management
Education
The Johns Hopkins University 2008 — 2010
Master's Degree, Economics
University of California, Los Angeles
BA, Political Science, Accounting
Studio Fit Chicago July 2015 - Present
HERE, a Nokia company July 2015 - Present
J.P. Morgan October 2011 - July 2015
MF Global July 2009 - October 2011
Crowe Horwath LLP July 2007 - July 2009
Wells Fargo May 2006 - August 2007
Johnson & Johnson May 2005 - January 2006
Skills
Risk Management, Strategy, Process Improvement, Project Management, Business Process..., Management, Finance, Financial Risk, Financial Services, Analysis, Due Diligence, Relationship Management, Business Analysis, Leadership, Business Planning, Enterprise Risk..., Governance, Brand Development..., Event Marketing Strategy, Event Planning, Integrated Marketing, Internal Audit, Auditing, Sarbanes-Oxley Act
Education
The Juilliard School 2012 — 2013
Evening Division, Advanced Intermediate Piano
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science (B.Sc.), Finance, Music Theory
West Windsor Plainsboro High School North 1999 — 2003
Invesco December 2012 - Present
Jones Lang LaSalle July 2002 - July 2012
The Staubach Company July 2002 - July 2008
Wells Fargo 2000 - 2002
Skills
Property Management, Asset Managment, Financial Analysis, Acquisitions, Market Analysis, Project Management, Construction Management, Disposition, Corporate Real Estate, Brokerage, Real Estate Economics, Leases, Location Intelligence, Real Estate Development, Real Estate, Real Estate Transactions, Commercial Real Estate, Lease Administration, Investment Properties, Due Diligence, Disaster Recovery, Disaster Response, Business Continuity..., Facilities Management, Landlords, Tenant, Mergers & Acquisitions, Shopping Centers, Land Acquisition, Property, Real Estate Financing, Sellers, Portfolio Management, International Real..., Lease Negotiations, Tenant Representation, Commercial Leasing, Transaction Management, Asset Management, Contract Negotiation, Strategic Planning, Management, Negotiation, Budgets
Education
The George Washington University 1985 — 1987
University of Houston
BS
University of Houston
Bachelor’s Degree
Wells Fargo Private Bank November 1999 - Present
Wells Fargo 1999 - Present
Bank of America May 1994 - November 1999
Skills
Asset Allocation, Portfolio Management, Wealth Management, Alternative Investments, Investments, Equities, Investment Management, Investment Strategies, Investment Advisory, Banking, Series 7, Bonds, Mutual Funds, Asset Management, Fixed Income, Hedge Funds, Financial Analysis
Education
The George Washington University - School of Business 1988 — 1989
MBA, International Finance
The George Washington University - School of Business 1984 — 1988
BBA, Finance
Brophy College Prep 1980 — 1984
Deloitte Consulting May 2012 - Present
MicroStrategy September 2010 - April 2012
Booz Allen Hamilton September 2007 - September 2010
Wells Fargo September 2006 - September 2007
HMSHost September 2004 - September 2006
WeatherBug August 2004 - May 2005
Noblis June 2000 - June 2004
Skills
Microsoft SQL Server, .NET, ASP.NET, Software Development, Data Warehousing, Business Intelligence, Databases, XML, SSRS, C#, SDLC, Requirements Analysis, Microstrategy, SSIS, SSAS, Dashboard, OLAP, ETL, Enterprise Architecture, Data Integration, Integration, Visio, Analysis Services, Data Modeling, Data Warehouse..., Requirements Gathering, MicroStrategy, Database Design
Education
The Johns Hopkins University 2001 — 2003
Master’s Degree, Computer Science
University of Maryland College Park 1996 — 2000
Bachelor’s Degree, Computer Science
Wells Fargo December 2010 - Present
TIAA-CREF April 2008 - January 2011
Evergreen Investments December 2001 - December 2006
Wachovia Securities October 1998 - December 2001
GE Capital January 1997 - October 1998
First Union 1987 - 1997
Skills
New Business Development, Cross-functional Team..., Leadership, Strategic Planning, Marketing, Marketing Strategy, Management, Marketing Communications, Integrated Marketing, Market Research, Advertising, Financial Services, Investments, Product Development, Corporate Communications, Brand Management, Strategy
Education
University of Florida 1978 — 1982
Bachelor of Science - Advertising, Marketing, Advertising
The Johns Hopkins University
MBA, Marketing & Management
Wells Fargo January 2012 - Present
Wells Fargo March 2009 - December 2011
Wachovia Bank March 2005 - March 2009
Fannie Mae January 2001 - March 2005
Skills
Quantitative Analytics, Options, Credit Risk, Market Risk, Fixed Income, Financial Modeling, Monte Carlo Simulation, Quantitative Finance, Capital Markets, Risk Management, Equity Derivatives, Interest Rate..., Derivatives, Stress Testing
Education
The George Washington University - School of Business 1999 — 2000
MSF, Finance
Kazan State University, Department of Mechanics and Mathematics 1992 — 1995
Ph.D., Applied Mathematics (Mechanics)
Kazan State University, School of Mechanics and Mathematics 1987 — 1992
MS, Applied Mathematics
Qubit. April 2015 - Present
Infosys July 2014 - April 2015
Marsh & McLennan Companies, Inc. June 2013 - August 2013
Creative Artists Agency August 2012 - December 2012
Wells Fargo May 2012 - July 2012
Vanderbilt University August 2011 - February 2012
Citi May 2011 - June 2011
Skills
Facebook, Microsoft Excel, Microsoft Powerpoint, Bloomberg, Twitter, French, Data Modeling, Wireframes, Project Planning, Financial Analysis, Data Analysis, Economic Data Analysis, Social Media Marketing, Social Media Measurement, Consumer Behaviour, Agile & Waterfall..., Agile Testing, Scrum, Strategic Roadmaps, Technology Roadmapping, Change Management, Microsoft Project, Visio, Scrum Master
Education
Vanderbilt University 2010 — 2014
Bachelor's degree, Economics, minor in Corporate Strategy, Cum Laude
IES Abroad: Business and International Affairs Program 2013 — 2013
semester abroad
The London School of Economics and Political Science (LSE) 2012 — 2012
Summer Intensive, Economics
VSP Consulting, Inc. 2004 - Present
Jostens February 2015 - Present
Group O April 2014 - November 2014
3M Health Care November 2013 - April 2014
Red Sky Consulting June 2013 - July 2013
Ameriprise Financial Services, Inc. April 2013 - June 2013
Wells Fargo 2011 - April 2013
3M 2010 - 2010
Sutter Health January 2008 - 2009
RBC Dain Rauscher February 2007 - March 2008
Skills
Cross-functional Team..., PMP, Project Management, Program Management, Business Analysis, SDLC, Process Improvement, Project Portfolio..., Data Center, Management, Integration, Software Development, MS Project, SharePoint, Vendor Management, Project Planning, Business Development, PMO, Business Process, ITIL, Leadership, Strategy, Governance, Security, Training, Enterprise Software, Management Consulting, IT Strategy, Software Project..., Change Management, Business Process..., Visio, Business Intelligence, Consulting, Requirements Analysis, Enterprise Architecture, IT Management, Information Technology, CRM, Risk Management, Software Documentation, Requirements Gathering, Resource Management, Disaster Recovery, Microsoft Project
Education
Project Management Institute
Project Management Professional (PMP), Project Management
American Society for Quality
Certified Manager of Quality / Organizational Excellence (CMQ/OE), Quality Leadership and Management
George Washington University
Masters Certificate in Project Management, Project Management
University of St. Thomas
Master of Business Administration (M.B.A.), Business Administration and Computer Science
University of Wisconsin-Eau Claire
BBA, Business Management and Computer Science
Vanderbilt University January 2015 - Present
Goldman Sachs June 2015 - August 2015
Locke Lord LLP May 2014 - June 2014
Wells Fargo June 2012 - August 2012
Education
Vanderbilt University 2013 — 2017
Economics, 3.9
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics, A
Principal Financial Group March 2015 - Present
Principal Financial Group June 2014 - March 2015
Wells Fargo June 2013 - August 2013
George Washington University September 2011 - May 2013
National Museum of Crime and Punishment May 2011 - August 2011
CNN June 2008 - August 2009
Skills
Marketing, Public Speaking, Social Media, PowerPoint, Editing, Writing, Microsoft Excel, Social Networking, Data Analysis, Leadership Development, Event Planning, Sales, Dunn & Bradstreet, SharePoint, Customer Service
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Phillips Academy 2006 — 2010
High School Diploma
Genworth Mortgage Insurance May 2014 - Present
Fannie Mae 2010 - May 2014
Fannie Mae 2005 - 2010
Fannie Mae 2001 - 2005
Wells Fargo 1999 - 2001
The Columbia Bank 1996 - 1999
Skills
Business Relationship..., Building Relationships, Risk Management, Client Relationship..., Financial Regulation, Problem Solving, Group Presentations, Executive Reporting, Customer Presentations, Sales Presentations, Regulatory Affairs, Regulatory Reporting, Marketing Strategy, Enterprise Risk..., Servicing, Mortgage Banking, Credit Risk, Underwriting, Loans, Mortgage Lending, Sales, Team Leadership, Banking
Education
The Johns Hopkins University - Carey Business School
MBA, Marketing
Towson University
BS, Business
IBM Global Business Services August 2011 - Present
NORTHERN TRUST May 2010 - July 2010
WELLS FARGO May 2009 - August 2009
Skills
Leadership, Management, Financial Analysis, Process Improvement, Consulting, Business Analysis, Strategy, Project Management, Profit Maximization, SDLC, Margin Expansion, Thought Leadership, Innovation, Business Development
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Concentration in International Business, Cum Laude
ST. CLARE'S INTERNATIONAL COLLEGE 2006 — 2006
Lake Forest Academy 2003 — 2005
High School Diploma
Clarabridge December 2014 - Present
MicroStrategy January 2013 - December 2014
Wells Fargo April 2014 - November 2014
Dixon Hughes Goodman LLP June 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - February 2011
Skills
Business Intelligence, Business Analysis, Financial Analysis, Data Analysis, Hadoop, Apache Pig, Hive, Data Warehousing, Relational Databases, SQL, Integration, Java, Analytics, SDLC, Data Modeling
Education
The George Washington University - School of Business 2011 — 2012
MS, Information Systems Technology
University of Maryland - Robert H. Smith School of Business 2007 — 2011
BS, Accounting
Wells Fargo December 2014 - Present
MMREC, LLC December 2013 - Present
North Creek Place Condo 2010 - Present
Berkeley Point Capital, LLC (formerly Deutsche Bank Mortgage Services) January 2012 - November 2013
Freddie Mac July 2011 - October 2011
Rappaport CO 2011 - 2011
CapitalSource Finance, LLC March 2009 - November 2010
CW Capital August 2005 - March 2009
Trammell Crow Company April 2000 - April 2004
Jones Lang LaSalle 1999 - 2001
Skills
Underwriting, Analysis, Hotels, Disposition, Commercial Real Estate, Due Diligence, Loans, Property, Foreclosures, Asset Managment, Property Management, Location Intelligence, Real Estate Transactions, Asset Management, Mergers, Mortgage Lending, Risk Management, Credit, Financial Analysis, Investment Properties, Investments, Corporate Real Estate, Short Sales, Industrial Engineering, Asset, Brokerage, Real Estate Development, Real Estate Economics, REO, Commercial Lending, Acquisitions, CMBS, Negotiation, Real Estate Financing, Portfolio Management, Contract Negotiation, Appraisals, Leases, Valuation, Lease Administration, Investors, Finance, Tenant, Commercial Mortgages
Education
The Johns Hopkins University - Carey Business School
MS, Real Estate Investment Management
University of Maryland College Park
BS, Business
PwC June 2015 - August 2015
Wells Fargo October 2014 - May 2015
The California Parks Company June 2013 - September 2013
San Ramon Valley Union School District June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Team Leadership, Communication Skills, Time Management, Social Media, Social Networking
Education
University of California, Santa Barbara 2012 — 2015
Bachelor’s Degree, Economics with Accounting
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics
UnitedHealth Group May 2015 - Present
Optum June 2013 - May 2015
Wells Fargo May 2012 - August 2012
Carlson School of Management March 2011 - December 2011
Sigma Phi Epsilon November 2010 - December 2011
Minnesota Student Association October 2010 - October 2011
SUPERVALU June 2011 - September 2011
Schwan Financial Group, LLC. July 2010 - September 2010
Skills
Financial Modeling, Social Media, PowerPoint, Financial Analysis, Leadership, Public Speaking, Analysis, Microsoft Excel, Research, Microsoft Word, Account Management, Microsoft Office, Data Analysis, Access
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science (BS), Finance
University of Minnesota 2009 — 2013
The Hong Kong University of Science and Technology 2012 — 2012
International Business; Finance
WestRiver Group March 2014 - Present
Clario Medical Imaging August 2014 - Present
Stifel Nicolaus January 2011 - March 2014
Wells Fargo July 2007 - May 2010
Smith Barney June 2006 - August 2006
Skills
Equity Research, Equity Valuation, DCF, Financial Modeling, Valuation, Equities, venture capital, mezzanine debt, private equity, Financial Analysis, Structured Products, RMBS, Factset, Bloomberg, Mandarin, Portfolio Management, Business Services, Capital Markets, Hedge Funds, Asset Management, Investment Management, Securitization, Investments
Education
The Johns Hopkins University 2003 — 2007
BA, Economics
Wells Fargo July 2013 - Present
Wells Fargo February 2013 - July 2013
Wells Fargo September 2010 - February 2013
John Ritzenthaler Co. May 2009 - October 2010
Skills
Financial Modeling, Analysis, Financial Statement..., P&L Forecasting, Working Capital..., Letters of Credit, Mergers & Acquisitions, Banking, Portfolio Management, Credit
Education
Franklin University Switzerland 2007 — 2009
BA
The George Washington University 2005 — 2007
BA
The Hill School 2001 — 2005
School Year Abroad 2003 — 2004
Wells Fargo December 1998 - Present
Sikorsky Aircraft Corporation November 1992 - November 1998
Sikorsky Aircraft Corporation February 1990 - November 1992
Sikorsky Aircraft Corporation October 1986 - February 1990
Skills
Project Management, Integration, Banking, Management, MS Project, Strategic Planning, Visio, Process Improvement, Program Management, Operations Management, Leadership, Manufacturing, Project Planning, Vendor Management, Testing, Business Analysis, SDLC, Acting, Community Theatre, Business Process..., PMO, IT Management, Risk Management
Education
University of New Haven 1991 — 1996
MBA
The George Washington University - School of Business 2003 — 2005
Masters Certificate
Wentworth Institute of Technology 1981 — 1986
BSET
BMO Harris Bank 2013 - Present
WELLS FARGO 2007 - 2013
Skills
Management, Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Loan Origination, Mortgage Lending, Loans, Retail Banking, Small Business Lending, Lines Of Credit
Education
The Johns Hopkins University 1998 — 2002
Bachelor's Degree, economics
Wells Fargo August 2015 - Present
Johns Hopkins University May 2012 - Present
Johns Hopkins University August 2010 - Present
Skills
Mathematica, C++, Microsoft Office, C, Python, Statistics, MySQL, HTML, JavaScript, OpenMP, Unix Shell Scripting, Stochastic Processes, Research, Data Analysis, Physics, Matlab, LaTeX, Teaching, Mathematical Modeling, R, Science, Java
Education
The Johns Hopkins University 2010 — 2015
Doctor of Philosophy (Ph.D.), particle Physics
University of Science and Technology of China 2006 — 2010
Bachelor of Science (BS), Physics
Wells Fargo May 2015 - August 2015
UBS Financial Services-The Murray Group June 2014 - July 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Outlook
Education
The Johns Hopkins University 2013 — 2017
International/Global Studies, 2017
Wells Fargo March 2014 - Present
Wells Fargo January 2012 - March 2014
Wells Fargo January 2010 - December 2012
Wachovia June 2008 - January 2010
Wachovia September 2003 - June 2008
Comscore Networks Inc June 2002 - April 2003
Net2000 Communications Inc August 2001 - October 2001
XO Communications September 2000 - August 2001
Teleglobe October 1999 - August 2000
MCI November 1997 - September 1999
Skills
Analytics, SAS, Data Analysis, Business Analysis, Banking, Data Marts, Data Profiling, Reporting Design, Data Interpretation, Marketing, Financial Risk, Retirement, Data Warehousing, CRM, Strategy, Database Marketing
Education
The Johns Hopkins University - Carey Business School 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
College of William and Mary 1984 — 1988
BS, Mathematics
Blacksbrug High School
Blacksbrug High School
Blacksbrug High School
Blacksbrug High School
Wells Fargo July 2015 - Present
Wells Fargo June 2012 - June 2015
Eaton Vance June 2011 - December 2011
Education
Wellesley College 2008 — 2012
BA, Economics
London School of Economics and Political Science 2010 — 2011
General Course Study Abroad Program, Economics
Yonsei University 2012 — 2012
Westlake High School 2004 — 2008
High School
Red Stone Equity Partners, LLC October 2014 - Present
Wells Fargo April 2010 - October 2014
Boston Capital October 2008 - April 2010
Gatehouse Companies June 2006 - September 2006
Skills
Asset Managment, Financial Modeling, Investments, Financial Analysis, Real Estate, Property Management, Portfolio Management, Due Diligence, LIHTC, Asset Management, Real Estate Financing
Education
London School of Economics and Political Science 2007 — 2008
MSc, Applicable Mathematics
City University of New York Graduate Center 2006 — 2007
Mathematics
Union College 2002 — 2006
Bachelor of Science, Mathematics
Universiteit Antwerpen 2004 — 2004
Economics
Stamboulie Consulting February 2015 - Present
Wells Fargo August 2013 - August 2014
Metro Bank March 2012 - July 2013
PHEAA June 2010 - April 2012
Skills
Brand Strategy, HR Policies, Employment Law..., Crisis Communications, Coaching, Messaging, Hiring Practices, Marketing, Training, Interviews, Operations Management, Retail Banking, HMDA, Community Outreach, Community Reinvestment..., Quality Auditing, SOX Compliancy, Sales, Loans, Microsoft Office, Finance, Policy, Strategic Planning, Facebook, Event Management, Management, Program Management, International Relations, Strategy
Education
The George Washington University
Bachelor's Degree, Political Science
Wells Fargo April 1998 - Present
First National Bank of Maryland January 1997 - March 1998
Skills
Sales Management, Operations Management, Life & Health Insurance..., Retail Banking, Commercial Banking, Financial Services, Personal Financial..., Coaching, Securities License, Employee Relations, Leadership, Training, Communication, Community Outreach, Credit, Small Business Lending, Consumer Lending, Mortgage Lending
Education
The Johns Hopkins University
Bachelor of Science (BS), Business Management
Inventory Source 2005 - Present
KPMG December 2003 - June 2005
Accenture January 2001 - August 2002
Wells Fargo June 1998 - June 2000
Skills
Project Management, Program Management, E-commerce, Business Development, Management, SEO, Business Strategy, Social Media, Strategic Planning, Management Consulting, Leadership, Business Process, Online Advertising, IT Strategy, Change Management, Risk Management, Program Evaluation, Entrepreneurship, Financial Modeling, Information Management, Technology Integration, COOs
Education
London School of Economics and Political Science 2002 — 2003
Master's degree, Analysis, Design, and Management of Information Systems, Merit
Washington and Lee University 1994 — 1998
Bachelor of Science (BS), Public Policy Analysis
Duke Energy Corporation May 2015 - Present
Duke Energy Corporation March 2013 - May 2015
Bank of America October 2012 - December 2012
Wells Fargo November 2011 - April 2012
University Research Company November 2008 - November 2011
International Life Sciences Institute May 2004 - March 2008
Fortis Fund Services December 1999 - July 2001
The Armoury Company September 1997 - December 1999
Skills
Analysis, Business Analysis, Problem Solving, Process Analysis, Process Improvement, Troubleshooting, Windows, Network Administration, Microsoft Office, Microsoft Exchange, Help Desk Management, System Administration, Requirements Gathering, Technical Writing, Microsoft Windows Phone, Active Directory, Symantec Endpoint..., Visio, IT Asset Management, Customer Service, Acronis True Image, Service Desk, Software Documentation, Disaster Recovery, Security, Networking, Project Management, Help Desk Support, Documentation, Business Workflows, Standard Operating..., Enterprise Architect, SysAid, SharePoint, Business Process, Information Technology
Education
The Johns Hopkins University - Carey Business School 2002 — 2004
MS, Information Technology, 3.84
University of South Alabama 1993 — 1997
BS, Computer Information Systems
Centre for Economic Performance (CEP), London School of Economics October 2013 - March 2015
J.A.G. Apartments GmbH August 2010 - November 2012
Wells Fargo April 2008 - October 2009
Citi March 2003 - August 2006
Skills
Financial Modeling, Investment Management, Valuation, Risk Management, Asset Allocation, Investment Analysis, Quantitative Analysis, Excel/VBA, Econometrics, R
Education
The London School of Economics and Political Science (LSE) 2013 — 2014
Master's Degree, Economic History, Merit
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (M.B.A.), Accounting and Finance, 3.47/4
University of Calabar
Bachelor of Science (BSc), Physics, Merit
Wells Fargo December 2014 - Present
Myself December 2014 - December 2014
USPTO September 2013 - September 2014
Itineris May 2013 - August 2013
AccessAbility Medcare, LLC December 2012 - August 2013
Digital Innovation, Inc. March 2012 - August 2012
JHU Tech Transfer Office June 2011 - December 2011
Strategic Results June 2010 - December 2010
JHU September 2009 - May 2010
The Johns Hopkins University - Radiology Department - Bulte Lab - JHU School of Medicine January 2009 - August 2009
Skills
Process Improvement, Integration, Editing, Proofreading, Technical Writing, Creating, Compiling, Problem Solving, Research, PowerPoint, Engineering, Statistics, Analysis
Education
The Johns Hopkins University 2010 — 2011
Master's of Science in Engineering Management, Mechanical Engineering
The Johns Hopkins University
Bachelor of Science (BS)
Wells Fargo December 2014 - Present
Life Time Fitness December 2013 - November 2014
BBVA Compass August 2013 - December 2013
The University of Alabama at Birmingham January 2013 - August 2013
The University of Alabama at Birmingham August 2012 - July 2013
The University of Alabama at Birmingham August 2012 - December 2012
The University of Alabama at Birmingham December 2010 - June 2012
Skills
Social Media, Marketing, Press Releases, Facebook, Management, Customer Service, Public Speaking, Positive Team Player, Project Management, Staff Management, Strategic Planning, Advertising, Video Editing, Marketing Strategy, Risk Managment, Emergency Response, PowerPoint, Social Networking, Event Planning, Editing, Time Management, Leadership, Data Analysis, Event Management, Fundraising, Microsoft Word, Risk Management, Microsoft Office, Microsoft Excel, Sales, Research, Community Outreach, Teamwork
Education
St. Monica's Catholic High School
St. Monica's Catholic High School
University of Alabama at Birmingham 2009 — 2013
Bachelor of Science (B.S.), Economics
The London School of Economics and Political Science (LSE)
Palos Verdes Peninsula High School 2006 — 2008
Signal Hill Capital September 2014 - December 2014
Cicero Capital Partners June 2014 - August 2014
Stifel Financial Corp. January 2014 - May 2014
Johns Hopkins Institute for Applied Economics January 2013 - January 2014
Office of Professor Steven David May 2013 - October 2013
Wells Fargo May 2013 - August 2013
U.S. State Department- Benjamin Franklin Summer Diplomacy Institute June 2011 - August 2011
U.S. State Department National Security Language Initiative June 2010 - August 2010
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Teamwork, International Economics, Data Analysis, Financial Analysis, Financial Modeling, Bloomberg Terminal, Corporate Finance
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics and International Relations
Minnetonka High School 2008 — 2012
Equilibrium Capital June 2013 - Present
Center for Responsible Business March 2012 - July 2013
Guotai Junan Securities Co., Ltd May 2012 - July 2012
Deloitte April 2012 - April 2012
Wells Fargo December 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Research, Data Analysis, Market Research, Public Speaking, Economics, Business Strategy, Nonprofits, Event Planning
Education
UC Berkeley 2011 — 2015
Bachelor's degree, Environmental Economics and Policy
The London School of Economics and Political Science (LSE) 2014 — 2014
Modesto High School 2007 — 2011
International Baccalaureate
Wells Fargo May 2014 - Present
Premier, Inc August 2013 - May 2014
Blanco Tackabery & Matamoros, P.A. October 2011 - July 2013
Builders of Hope, Inc. February 2009 - September 2011
United States Bankruptcy Court June 2008 - December 2008
Skills
Real Estate Development, Affordable Housing, Corporate Law, Commercial Real Estate, Tax Credits, Real Estate Transactions, Sustainable Development, Contract Negotiation, Non-profits, Legal Writing, Real Estate Private..., Legal Research, Organizational..., Community Development, LIHTC, Leadership, Nonprofits, Investment Properties, Nonprofit Leadership
Education
University of Georgia School of Law 2005 — 2008
Juris Doctor
The Johns Hopkins University 2000 — 2004
BA, Economics
Wolmer's Boys' School (Jamaica)
PNC September 2014 - Present
Wells Fargo June 2012 - September 2014
Education
The George Washington University - School of Business 2008 — 2010
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 2000 — 2004
B.S., Finance
Wells Fargo 2002 - Present
Skills
Commercial Lending, Loans, Credit Analysis, Credit
Education
The George Washington University
Wells Fargo May 2014 - Present
www.RonAkke.com March 2014 - Present
Skills
VBA, Econometrics, Eviews, Excel, SQL, Stata, MySQL, Access, Database Design, QRM, Bloomberg, Calculus
Education
London School of Economics and Political Science 2012 — 2013
Master of Science (MSc), Finance
University of Delaware 2008 — 2012
Honors Bachelor of Science, Finance and Economics: Econometrics and Economic Theory
Retirement Funding Solutions June 2015 - Present
Security One Lending July 2012 - May 2015
MetLife September 2011 - June 2012
Wells Fargo December 2007 - August 2011
Buckingham Mortgage Corporation 2004 - 2006
Strauss Photo Technical Service 1980 - 2002
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Refinance, Loan Origination, FHA financing, VA loans, Loans, Investment Properties, FHA, Banking, Credit, Customer Service
Education
The George Washington University 1975 — 1979
Bachelors, Business Administration
Investopedia July 2015 - Present
InvestorPlace Media, LLC January 2015 - Present
Baltimore Post Examiner March 2014 - Present
The Motley Fool November 2013 - December 2014
Agora Financial June 2011 - November 2013
Schwartz Associates, LLC December 2010 - June 2011
Examiner.com June 2009 - June 2011
ICMA-RC 2007 - 2008
Wells Fargo 2005 - 2008
T Rowe Price 1997 - 2005
Skills
Leadership, Public Policy, Analysis, Public Speaking, Government, CRM, Strategy, Management, Financial Services, Research, Nonprofits, Policy, Social Media, Newsletters, Fundraising
Education
The Johns Hopkins University 2009 — 2011
Masters in Government, Political Communication
University of Virginia 1991 — 1995
BS in Commerce, Marketing
Gilman School
Wells Fargo March 2014 - Present
Skills
Public Speaking, Organizational..., Legal Research, Employment Law, Legal Writing, Pro Bono, Litigation, Interpersonal..., Employment Law..., Cross-functional Team..., Outstanding..., Civil Litigation, Employment..., Trade Secrets, Discrimination, Class Actions, Non-compete Agreements, Retaliation, FLSA, Legal Advice
Education
The George Washington University Law School 2004 — 2007
Juris Doctorate
University of California, Santa Barbara 2000 — 2004
BA, Law & Society; Communications
Cisco Systems July 2014 - July 2015
Cisco Systems 2014 - 2015
Consultant, working at Ericsson June 2012 - March 2014
Collabera-AT&T March 2011 - June 2012
CompuCom January 2010 - January 2011
Alcatel-Lucent June 2005 - July 2009
Cingular Wireless May 2004 - May 2005
Wells Fargo August 2002 - July 2003
EngineX Networks, Inc. October 2001 - December 2001
Sprint July 2001 - September 2001
Skills
Process Development, Logistics, Budget Oversight, Project Management, Budgets, Process Simulation, Data Center, Telecommunications, MS Project, Program Management, PMP, Integration, Project Planning, Troubleshooting, Network Design, Wireless, Switches
Education
The University of Texas at Arlington 1982 — 1985
BSEE
The George Washington University - School of Business 1998 — 2000
McDaniel College 2014 - Present
Self Employed 2012 - Present
Stevenson University 2013 - 2015
Wells Fargo 2006 - 2012
Freddie Mac 1994 - 2006
Accenture 1992 - 1994
Kellogg Sales Company 1992 - 1992
Kotler Marketing Group 1991 - 1991
Skills
Banking, Risk Management, Management, Strategy, Product Management, Mortgage Lending, Management Consulting, Business Strategy, Portfolio Management, Marketing, Leadership, Credit, Financial Modeling, Business Intelligence, Sales, Strategic Planning, Project Management, Business Analysis, Analytics, Executive Management, Process Improvement, Mortgage Banking, Marketing Management, Marketing Strategy, Financial Analysis, Financial Services, Product Development, Program Management, Finance, Analysis, Vendor Management
Education
University of Maryland 2012 — 2016
Doctoral Student, Management & Strategy
Johns Hopkins University 1995 — 1998
M.S., Business
University of Maryland 1986 — 1991
B.S., Business
University of Maryland 1986 — 1991
B.S., Industrial Technology
Private Equity May 2008 - Present
Greystone Servicing Corporation, Inc. November 2005 - May 2008
Wells Fargo December 2003 - June 2005
AMI Capital, Inc. May 2000 - December 2003
Center for Strategic and International Studies (CSIS) January 1998 - May 2000
Skills
Accounting, Financial Accounting, Budget Management, Budget Process, Financial Reporting, Financial Analysis, US GAAP reporting, Management, Business Analysis, General Ledger, Accounts Payable &...
Education
University of Maryland University College 2012 — 2013
Master of Science (M.S.), Accounting and Business/Management
The George Washington University - School of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and International Business
Wells Fargo March 2014 - Present
Wells Fargo September 2012 - Present
Skills
Credit Policy, SAS, Marketing Analytics, Campaign analytics, Data Mining, Segmentation, Financial Modeling, Statistics, Direct Response..., Risk Analytics, R, Data Science, Pricing, Rewards, Data Analysis, Business Analysis, Statistical Data..., Analytics
Education
Virginia Polytechnic Institute and State University 2003 — 2004
The Maharaja Sayajirao University of Baroda
AEGON Americas September 2011 - Present
Wells Fargo November 2005 - September 2011
Skills
Financial Modeling, Market Risk, Monte Carlo Simulation, Fixed Income, Financial Risk, VBA, Risk Management, Quantitative Finance, Bonds, Options, Interest Rate..., Quantitative Analytics, Structured Finance, Portfolio Management, Structured Products, Economic Capital, VAR, Matlab, Intex, C#, C++, Credit Risk, Applied Mathematics, Statistical Modeling, Statistics, Model Validation, SQL, CMBS
Education
The Johns Hopkins University 2009 — 2011
Masters of Engineering, Applied Mathematics
University of Maryland College Park 2000 — 2005
Bachelor of Engineering, Computer Engineering
University of Maryland College Park 2000 — 2004
Bachelor of Science, Mathematics
Wells Fargo March 2014 - Present
Aspect April 1999 - March 2014
Aspect Software April 1999 - March 2014
CenterForce Technologies April 1999 - March 2014
Aspect Software (a.k.a Concerto Software or Melita Inc.) 1999 - March 2014
Vericom Systems 1996 - 1999
Skills
Unified Communications, Contact Centers, Telecommunications, Linux, Windows, Unix, Cisco Technologies, ACD, Call Center, VMware, System Deployment, Call Logging, Switches, Disaster Recovery, Cisco Call Manager, IP, CTI, Enterprise Software, Call Routing, Solution Selling, Software Development, SaaS, Professional Services, Operating Systems, Servers, Integration, Vendor Management, Call Centers, Routing, Solution Architecture, TCP/IP, Cloud Computing, ITIL, Solaris, Troubleshooting, Firewalls, Unified Messaging, Data Center, Networking, Sales Engineering, IP PBX, Video Conferencing, Workforce Management, WAN, Lync, Routers, Managed Services, Technical Support, Customer Service, VPN
Education
The Johns Hopkins University 1994 — 1996
masters, Telecommunications
J. Jablonskio vidurine mokykla
EnerNOC June 2015 - Present
EnerNOC January 2013 - May 2015
PTE Energy December 2011 - December 2012
ExxonMobil Foundation July 2011 - August 2011
Thunderbird School of Global Management August 2009 - August 2011
Arizona Public Service (APS) February 2011 - May 2011
Tucson Electric Power October 2010 - December 2010
Honeywell Aerospace October 2010 - December 2010
Wells Fargo June 2010 - August 2010
institute for cultural diplomacy February 2008 - February 2009
Skills
Market Research, Project Management, Strategy, Analysis, Marketing, Management Consulting, Business Strategy, Competitive Analysis, Cross-functional Team..., Management, Energy, Marketing Strategy, Leadership, Strategic Planning, New Business Development, Financial Modeling, Business Intelligence
Education
Thunderbird School of Global Management 2009 — 2011
MBA in Global Management
The George Washington University 2001 — 2005
BBA, International Business and Marketing
Federal Reserve Bank of Chicago February 2012 - Present
BMO Harris Bank January 2010 - February 2012
Scott & Kraus March 2008 - July 2009
Miller Law LLC June 2007 - March 2008
Wells Fargo June 2003 - July 2006
Education
The John Marshall Law School 2006 — 2009
Doctor of Law (J.D.)
University of Minnesota-Twin Cities 1999 — 2003
B.A., Journalism
Wells Fargo December 2010 - Present
Wells Fargo July 2010 - December 2010
Wells Fargo August 2008 - July 2010
Wells Fargo August 2007 - August 2008
Robasciotti & Associates September 2005 - June 2007
Skills
Commercial Real Estate, Real Estate Financing, Financial Analysis, Banking, Analysis, Loans, Credit, Credit Analysis, Underwriting
Education
University of California, Berkeley 2003 — 2007
B.A., Economics; German
Johann Wolfgang Goethe-Universität Frankfurt am Main 2006 — 2006
none, Economics of the European Union
Legg Mason August 2000 - Present
Wells Fargo August 1998 - August 2000
Arthur Andersen August 1996 - August 1998
Education
The Johns Hopkins University - Carey Business School 2000 — 2002
MBA, Finance
University of Delaware 1992 — 1996
Cisco Systems December 2007 - Present
PricewaterhouseCoopers April 2006 - November 2007
Wells Fargo August 2004 - March 2006
Doshi & Associates Inc June 2003 - June 2004
Sun Pharmaceutical Industries Ltd September 2000 - June 2003
India Chartered Accounting Firm July 1998 - August 2000
Skills
Financial Reporting, Accounting, Strategic Financial..., Auditing, Financial Analysis, Management Reporting, Cross-functional Team..., Cross Functional..., Project Management, Process Improvement, Process Optimization, Operational Excellence, Project Planning, Six Sigma
Education
American Institute of Certified Public Accountants 2004 — 2005
CPA, Accounting and Finance
The Institute of Chartered Accountants of India 1998 — 2001
Chartered Accountant, Accouting, Audit, Corporate Law and Finance
University of Mumbai 1996 — 2001
Bachelor's in Commerce, Finance, Accounting, Audit, Taxation and Economics
Wells Fargo November 2002 - Present
Ogletree Deakins August 2001 - November 2002
Education
The George Washington University Law School 1996 — 2000
JD, Law
University of Maryland College Park 1990 — 1994
Museum of Northern Arizona April 2015 - Present
PacWest Financial Mgt. April 1997 - Present
Arizona Community Foundation January 1997 - Present
Phoenix Firefighters Employees Benefit Trust January 1997 - Present
Social Venture Partners 2008 - 2011
Women Presidents Organization 2007 - 2011
Wells Fargo July 1979 - April 1997
Northern Trust Bank 1993 - 1995
Standard & Poor's 1977 - 1979
Riggs National Bank January 1976 - May 1977
Skills
Leadership, Portfolio Management, Wealth, Finance, Public Speaking, Fixed Income, Strategic Partnerships, Investment Management, Philanthropy, Program Management, Securities, Organizational..., Marketing, Research, Fundraising, Business Strategy, Team Building, Small Business, Marketing Communications, Start-ups, Investments, Leadership Development, Nonprofits, Asset Allocation, Investment Advisory, Management, Event Planning, Estate Planning, Non-profits, Strategy, Public Relations, Entrepreneurship, Budgets, Strategic Financial..., Management Consulting, Venture Capital, Strategic Planning, Board Development, Volunteer Management, Social Entrepreneurship, Social Media
Education
The George Washington University - School of Business 1975 — 1977
MBA, International Business & Finance
University of Wisconsin-Eau Claire 1969 — 1973
B.S., Biology, chemistry
Maryknoll Convent School 1964 — 1969
Wells Fargo October 2010 - Present
Wells Fargo 1998 - 2010
Skills
Wealth Management, Investments, Risk Management, Trust Services, Trust Management, Retirement Planning, Portfolio Management, Mutual Funds
Education
The John Marshall Law School 1994 — 1997
Doctor of Law (JD)
Entheal ConsultantDenali SolutionsOctober 2006 - Present
Wells Fargo 2003 - 2006
Fannie Mae 2002 - 2003
Caterpillar Financial 2001 - 2002
Deustche Bank 2000 - 2001
Sylvan Prometric 1999 - 2000
Integral Systems, Inc. 1997 - 1999
Telos Corporation 1996 - 1997
Skills
Java Enterprise Edition, Hibernate, Spring, Web Services, Activiti, Workflow, RESTful WebServices, ActiveMQ, ElasticSearch, SQL, XML, JSON
Education
The Johns Hopkins University
MS, Computer Science
University of Maryland Baltimore County
BS, Computer Science
Wells Fargo November 2014 - Present
Bank of America October 2012 - November 2014
Merrill Lynch January 2011 - September 2012
U.S. Trust May 2010 - December 2010
U.S. Trust November 2009 - May 2010
Bank of America March 2007 - October 2009
Bank of America September 2005 - March 2007
Bank of America July 2004 - September 2005
The World Bank March 2004 - July 2004
The World Bank July 2002 - February 2004
Skills
Banking, Financial Services, Securities, Mutual Funds, Asset Management, Operational Risk..., Wealth Management, Financial Analysis, Process Improvement, Due Diligence, Risk Management, Risk Assessment, Risk Analytics, Standards Compliance, Program Management, Project Management, International Project..., International Business, International Relations, International..., Asia Pacific, Asian Business, Russian, Spanish
Education
The George Washington University 1994 — 1996
Master of Arts (M.A.), International Relations and Affairs
The George Washington University - School of Business 1993 — 1996
Master of Business Administration (M.B.A.), Adminstration
The George Washington University 1989 — 1992
Bachelor of Arts (B.A.), International Relations and Affairs
American University of Armenia August 2013 - Present
NTELX July 2008 - April 2013
Wells Fargo June 2006 - March 2008
American Express February 2005 - May 2006
Skills
Data Mining, Data Analysis, Predictive Analytics, Operations Research, Optimization, Risk Management, Analysis, Financial Risk, Analytics, Big Data, SAS, Program Management, Management, SQL, Business Analysis, Consulting, Strategy
Education
The George Washington University 1999 — 2003
Doctor of Science, Operations Research
American University of Armenia 1997 — 1999
Master of Science, Engineering
Yerevan State University 1988 — 1993
B. Sc., Applied Mathematics
Yerevan State University 1989 — 1992
Professional Degree, Psychology
Wells Fargo June 2014 - Present
Wells Fargo 1997 - June 2014
Skills
Due Diligence, Mergers & Acquisitions, Corporate Governance, Securities, Securities Regulation, Capital Markets, Corporate Law, Legal Research, International Law, Private Placements, Structured Finance, Licensing, Regulatory Compliance, Regulatory Examinations
Education
The John Marshall Law School 1991 — 1996
J.D., Law
Valparaiso University
Wells Fargo April 2013 - Present
Fannie Mae August 2012 - April 2013
Morgan Stanley with IMR, Inc April 2012 - August 2012
Morgan Stanley with IMR, Inc October 2011 - April 2012
Deutsche Bank Alex Brown, Inc June 2010 - May 2011
Deutsche Bank Alex. Brown, Inc May 2006 - June 2010
Bunge Ltd August 2005 - April 2006
Legg Mason Wood Walker, Inc July 2004 - July 2005
T. Rowe Price Associates, Inc November 2003 - July 2004
Skills
Bloomberg, Microsoft Office, Visio, Thompson One, Advent, Axys, Moxy, Sage, Portfolio Management, Asset Managment, Stylus, Financial Analysis, New Business Development, Strategic Planning, Change Management, Asset Management, Account Reconciliation, Settlement, Corporate Actions, Financial Services, Investments, Trading Systems, Middle Office, Options, Bonds, Trading, Capital Markets, Derivatives, Equities, Fixed Income, Analysis, Business Analysis, Business Strategy
Education
The Johns Hopkins University - Carey Business School 2001 — 2003
Master of Business Administration (MBA), Management and Finance
The Johns Hopkins University - Carey Business School
MBA, Management, Finance and Leadership Development
Morehouse College 1991 — 1994
Bachelors of Arts, Marketing and Japanese
Bank of America 2007 - Present
Wells Fargo 1998 - 2004
Skills
Management, Risk Management, Leadership, Process Improvement, Vendor Management, Program Management, Project Management, Project Planning, Banking, Business Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
China Studies
University of North Carolina at Chapel Hill
Wake Forest University School of Business
MBA
Datto, Inc. March 2015 - Present
Gilbane Building Company April 2012 - March 2015
Gilbane Building Company January 2007 - April 2012
DeStefano for Governor January 2005 - November 2006
Wells Fargo June 2003 - January 2005
New York Life Insurance Company August 2002 - June 2003
Skills
Public Speaking, Project Management, Customer Service, Contract Management, Construction, Management, Construction Management, Primavera P6, Budgets, RFI, Event Planning, Document Management, Strategic Planning
Education
The Johns Hopkins University 1998 — 2002
Bachelor's degree, Political Science
HSBC April 2015 - Present
HSBC August 2014 - April 2015
Royal Bank of Scotland 2013 - 2013
Wells Fargo 2012 - 2013
US Department of Homeland Security 2009 - 2010
U.S. Department of State January 2009 - May 2009
NCSJ: National Conference of Soviet March 2008 - August 2008
Senator Robert Menendez September 2007 - December 2007
Monmouth County Courthouse June 2006 - August 2007
Skills
Spanish, International Relations, Editing, Office Management, Human Rights, Russian, Bookkeeping, Grants, Government, Social Media, Microsoft Office, Research, Public Speaking, Writing, PowerPoint, Public Relations, Word, Excel, Community Outreach, Speech Writing, Event Planning, iPhone, KYC, Bank Secrecy Act, CIP, AML, OFAC, Compliance, Risk Management, Due Diligence, Analysis
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), International Affairs, Concentrated Studies in Conflict and Security and Europe and Eurasian Studies
Venture Capital Consulting, Inc. May 2012 - Present
Wells Fargo December 2003 - April 2012
GE Capital October 2001 - July 2003
GE Capital September 1999 - October 2001
Gannett 1997 - 1997
Skills
Product Management, Marketing, Competitive Analysis, Program Management, Banking, Strategy, Cross-functional Team..., Investments, Strategic Partnerships, Product Marketing, Analytics, Financial Services, Segmentation, Team Leadership
Education
The George Washington University - School of Business 1995 — 1997
MBA, Marketing
University of Virginia 1984 — 1988
BA, Foreign Affairs
Opportunity Finance Network October 2010 - Present
Wells Fargo September 2008 - September 2010
Wachovia October 2000 - September 2008
First Union (Wachovia) January 1993 - October 2000
Skills
Credit, Strategic Planning, Mergers, Asset Management, Funding, Community Development, Asset Managment, Affordable Housing, Mergers & Acquisitions, Real Estate Economics, Financial Analysis, Loans, Finance, Investment Banking, Due Diligence
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1979 — 1982
MS, International Relations
Drake University 1975 — 1979
Bachelor of Arts (B.A.), Public Administration and Spanish
Bishop Miege High School 1971 — 1975
T. Rowe Price April 2012 - Present
T. Rowe Price February 2008 - April 2012
Wells Fargo 2006 - 2008
The Transportation Group 2006 - 2006
Skills
Matlab, SQL, MySQL, JavaScript, PHP, C/C++ STL, HTML 5, CSS3
Education
The Johns Hopkins University 2008 — 2011
M.S., Applied and Computational Mathematics
The Johns Hopkins University
B.S., Electrical Engineering
T Rowe Price June 2012 - Present
Universal Mortgage and Finance September 2010 - June 2012
Wells Fargo June 2007 - November 2008
Skills
Fixed Income, Securities, Loans, Financial Analysis, Mutual Funds, Risk Management, Banking, Portfolio Management, Customer Service, Microsoft Excel, Credit, Investments, Financial Modeling, Series 7, Data Analysis, Derivatives
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
MBA, Business
University of Maryland Baltimore County 2004 — 2008
B.S, Financial Economics
Wells Fargo March 2012 - Present
Wells Fargo December 2005 - March 2012
Wells Fargo February 2004 - November 2005
National Park Service August 2005 - October 2005
Skills
Museums, History, museum education, Museum Studies, Museum Education, Nonprofits
Education
The Johns Hopkins University 2012 — 2014
Candidate for a Master's Degree, Museum Studies
University of California, San Diego 2001 — 2005
Bachelor of Arts (B.A.), History
Wells Fargo March 1998 - Present
Military Appreciation Day, Inc. January 2006 - Present
Wachovia, A Wells Fargo Company 1998 - Present
Broadway and Seymour March 1996 - March 1998
Aegis Technology /PFA, Inc. March 1993 - March 1996
Skills
Process Improvement, Vendor Management, SDLC, Enterprise Software, PMO, Business Analysis, PMP, Visio, Program Management, Risk Management, Project Portfolio..., Project Management, SharePoint, Cross-functional Team...
Education
University at Buffalo 1986 — 1990
BA, History
The George Washington University - School of Business
Master's Certificate in Information Technology Project Management
Wells Fargo Bank September 2012 - Present
Wells Fargo Private Mortgage Bank September 2009 - Present
Wells Fargo August 1998 - September 2009
Citibank San Francisco November 1997 - July 2008
Citibank CA FSB November 1996 - October 1997
Citibank FSB March 1994 - November 1996
North American Mortgage February 1993 - March 1994
Citibank FSB- Washington DC March 1988 - February 1993
Skills
Credit, Credit Analysis, Mortgage Lending, Credit Risk, Loan Origination, Mortgage Banking, Financial Analysis, Banking, Training, Loans, Refinance, Residential Mortgages, Underwriting
Education
The George Washington University 1976 — 1978
BA, Accounting
Hagerstown Junior College 1973 — 1974
AA, math/science
Philadelphia College of Pharmacy & Science 1972 — 1972
Pharmacy
Wells Fargo August 2002 - Present
AOL February 2000 - July 2002
Skills
Requirements Gathering, Leadership, Business Analysis, Requirements Analysis, Process Improvement, SDLC, Analysis, Strategic Planning, Business Requirements, Risk Management, Business Process..., Management Consulting, SharePoint, Project Management, Change Management, Mortgage Lending, Business Process, Workshop Facilitation, Program Management, IT Strategy
Education
The Johns Hopkins University - Carey Business School 2008 — 2011
MBA, Organization Development
University of Maryland College Park 1980 — 1983
B.A., Psychology
University of Richmond 1978 — 1980
Wells Fargo August 2012 - Present
Dorsey & Whitney LLP November 2009 - August 2012
Dorsey & Whitney LLP May 2008 - August 2008
The Bockorny Group, Inc. August 2007 - March 2008
United States Senate May 2005 - August 2006
Skills
Litigation, Legal Research, Legal Writing, Banking Law, Civil Litigation, Public Speaking, Westlaw, Uniform Commercial Code, Payments, Deposits, Regulatory Compliance
Education
The George Washington University Law School 2006 — 2009
JD
The University of South Dakota 2002 — 2006
B.A., Political Science
Wells Fargo July 2014 - Present
Thomas Cohen Law Firm, LLC July 2011 - July 2014
Pasquesi Associates, P.C. May 2009 - July 2011
Illinois Attorney General September 2007 - November 2007
Argo Group US, Inc. May 2007 - August 2007
McBreen, Kopko & Dayal July 2006 - January 2007
Raley & Sandifer, PC October 2003 - July 2005
Scheer, Jackson, Cohen & Schoenberg, LLC 2001 - 2003
Skills
Legal Research, Estate Planning, Estate Administration, Document Review, Litigation, Civil Litigation, Legal Writing, Pleadings, Commercial Litigation, Corporate Law, Tax
Education
The John Marshall Law School 2005 — 2008
JD
Clayton State University 2004 — 2005
Paralegal Certificate
University of Wisconsin-Madison 1997 — 2001
BA
University of Warwick 1999 — 2000
Waterford High 1993 — 1997
Wells Fargo Bank 2009 - Present
Wells Fargo 1995 - Present
Wachovia November 1994 - Present
Marriott Vacation Club International June 1998 - June 1999
Marriott International September 1989 - October 1994
Education
The George Washington University - School of Business 1990 — 1992
MBA, Finance
University of Richmond - Robins School of Business 1985 — 1989
Bachelor of Science- BS, Finance/Management
Wells Fargo April 2005 - Present
Wachovia, a Wells Fargo Company April 2005 - October 2011
BellSouth Telecommunications December 1998 - September 2002
BellSouth Telecommunications January 1997 - December 1998
BellSouth Telecommunications 1996 - 1997
BellSouth Telecommunications 1991 - 1995
Skills
Process Improvement, ITIL, Project Management, Telecommunications, SDLC, PMO, Risk Management, Cross-functional Team..., Software Project..., Project Planning, Leadership, Management, PMP
Education
The George Washington University - School of Business
Master's Certificate
Wells Fargo April 2010 - Present
Prospect Consulting Group January 2009 - April 2010
CapitalSource April 2007 - January 2009
Mid-Michigan Real Estate and Appraisal Service April 1999 - May 2007
Morgan Stanley Dean Witter April 2004 - June 2005
Brown Brothers Harriman June 2003 - August 2003
Education
University of Michigan 1999 — 2003
B.A., Political Science
The London School of Economics and Political Science (LSE) 2002 — 2002
Political/Economic Theory
George Smith Partners July 2012 - Present
Wells Fargo March 2011 - July 2012
Capmark March 2002 - December 2009
The Concord Group November 1999 - March 2002
Skills
CMBS, Mezzanine, Commercial Mortgages, Underwriting, Real Estate Financing, Capital Markets, Loans
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
MBA
The Johns Hopkins University 1995 — 1999
BA, International Relations, French Literature
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2014
Ameriprise Financial March 2009 - February 2012
Ameriprise Financial Services, Inc. July 2006 - February 2009
Ameriprise Financial Services, Inc. September 2002 - June 2006
Wells Fargo 2001 - 2002
Skills
Vendor Management, Series 63, Risk Management, Requirements Gathering, Mutual Funds, Financial Services, Fixed Income, Equities, Options, Securities, Series 7, Business Analysis, SDLC, Change Management
Education
The George Washington University - School of Business 1997 — 2001
BBA, Finance
LIMRA Managing Director Retirement Clients and ProductsLIMRA InternationalSeptember 2009 - Present
MassMutual Financial Group 2007 - 2009
John Hancock Life Insurance Company (U.S.A.) 2001 - 2007
John Hancock Retirement Plan Services 2001 - 2007
Manulife Financial 2001 - 2007
Scudder Investments 2000 - 2001
Zurich Scudder Investments 2000 - 2001
Transamerica 1998 - 2000
Charles Schwab 1995 - 1998
Wells Fargo 1989 - 1995
Skills
Product Development, Marketing, Vendor Relationships, Team Management, Investments, Insurance, Strategic Planning, Retirement, Financial Services, Business Strategy, Mutual Funds, Strategic Financial..., Mergers, Retirement Planning, Marketing Strategy, Mergers & Acquisitions, Management, Product Management, Analysis, Employee Benefits, Defined Contribution, Training, Series 7, Series 63, 401k, Wealth Management, Financial Planning
Education
London School of Economics and Political Science 1997 — 1997
Executive Management Program Certificate, Business Strategy
Valparaiso University 1976 — 1980
BA, History and Business
Wells Fargo May 2013 - Present
Sprint August 1997 - April 2002
IBM May 1987 - June 1997
Skills
Software Development, PL/SQL, MySQL, DB2, Requirements Analysis, Databases, COBOL, CICS, Analysis, Business Analysis, Business Strategy, Financial Analysis, Data Analysis
Education
The George Washington University 1986 — 1988
Master of Business Administration (MBA), Information Technology
University of Wisconsin-Madison
Information Delivery Group August 2008 - Present
Wells Fargo June 2007 - July 2008
Education
Towson University 1999 — 2002
MA, Experimental Psychology
University of Maryland Baltimore County 1993 — 1997
BA, Philosophy/Psychology
The Johns Hopkins University
MA, Creative Writing
Wells Fargo March 2013 - Present
Wells Fargo June 2011 - March 2013
Wells Fargo June 2005 - June 2011
Wells Fargo March 2003 - June 2005
Wells Fargo September 1998 - March 2003
Norwest Home Mortgage (Acquired by Wells Fargo) June 1997 - September 1998
Prudential Home Mortgage (Acquired by Norwest Home Mortgage) February 1994 - June 1997
Bell Atlantic July 1985 - February 1994
Skills
SDLC, Business Analysis, Business Requirements, Risk Management, Requirements Gathering, Visio, Data Warehousing, Vendor Management, Banking, Process Improvement, Requirements Analysis, Business Intelligence, Business Objects, Portfolio Management, Software Development, Testing
Education
The George Washington University - School of Business 1986 — 1988
MBA, Finance
Virginia Polytechnic Institute and State University 1982 — 1985
Bachelor of Science, Finance
Wells Fargo April 2013 - Present
Bank of America July 2007 - August 2012
Skills
Risk Management, Change Management, Vendor Management, Cross-functional Team..., Business Process, Project Management, Banking, Leadership, IT Strategy, Six Sigma, Business Process..., Visio, Project Portfolio..., MS Project, SDLC, Management, PMO, Process Improvement, Governance, Disaster Recovery, Integration, PMP, Business Analysis, Strategy, Program Management
Education
The George Washington University - School of Business 2009 — 2011
MS, Project Management
University of North Carolina at Charlotte - Belk College of Business 2003 — 2008
BS, Operations Management
Hanesbrands Inc. March 2014 - Present
Wells Fargo 2013 - 2013
Wells Fargo (Via Teksystems) March 2011 - January 2012
Sealy, Inc (Via Teksystems) March 2010 - May 2010
AT&T (Via Teksystems) May 2007 - July 2009
GMAC Insurance (Via Teksystems) July 2006 - November 2006
Aon Consulting (Via Matrix Resources) April 2005 - June 2006
Blue Cross Blue Shield of North Carolina (Via Matrix Resources) August 2004 - April 2005
Premier Incorporate (Via Premier Alliance Group) March 2004 - August 2004
The Insurance Agency (Independent Consultant) August 2001 - March 2004
Skills
Project Management, Program Management, Software Project..., IT Infrastructure..., Quality Assurance..., IT Management, IT Project Leadership, PMO, PMBOK, Agile & Waterfall..., Prototyping, Scrum, Business Analysis, Resource Management, SDLC, Business Process Design, Process Development, Business Requirements, Requirements Analysis, Quality Assurance, Process Improvement, IT Outsourcing, Vendor Management, System Architecture, Application Architecture, Mobile Applications, Web Applications, .NET, Object Oriented Systems, MS Project, Visio, Integration, Software Documentation, Computer Programming, Data Warehousing, Teradata Data Warehouse, Object Oriented Design..., Release Management, SOX Compliancy, Banking, Telecommunications, Financial Systems, Insurance, Manufacturing Systems, Healthcare Information..., Benefits Design, Textile Industry, Retail, IT Audit, System Deployment
Education
Valdosta State University
BBA, Business, MIS, General Management
American Management Association
Project Managment
The George Washington University
Project Management
Wells Fargo July 2011 - Present
The Risk Management Association 2004 - Present
Wells Fargo Bank formerly Wachovia Bank 1994 - Present
First Union National Bank 1994 - 2003
American Credit Indemnity 1992 - 1994
Skills
Banking, Commercial Lending, Loan Origination, Loans, Credit, Commercial Banking, Credit Analysis, Portfolio Management, Asset Based Lending, Mortgage Lending, Credit Risk, Treasury Management, Small Business Lending, Financial Risk, Commercial Mortgages, Consumer Lending, Financial Services, Lines Of Credit, Underwriting, Risk Management
Education
The George Washington University - School of Business 1980 — 1982
MBA, Finance & Investments
University of Virginia 1972 — 1976
Bachelor of Arts
Wells Fargo August 2015 - Present
Wells Fargo May 2014 - August 2015
Wells Fargo March 2010 - May 2014
Wells Fargo December 2008 - March 2010
Education
The Johns Hopkins University 2005 — 2008
BA, Economics
Novelist May 2012 - Present
Wells Fargo Bank July 1992 - April 2012
Wells Fargo 1992 - 2011
Wells Fargo 1992 - 2011
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Asset Management, Equities, Fixed Income, Investment Strategies, Investment Advisory, Mutual Funds, Series 7, Investment Management, Fiction Writing, Management, High Net Worth..., Retirement Planning
Education
The John Marshall Law School 1970 — 1973
Doctor of Law (JD)
University of Wisconsin-Madison 1966 — 1970
Bachelor's degree, Political Science and Government
Wells Fargo February 2007 - Present
Skills
Loans, Mortgage Lending, Credit, Banking, Mortgage Banking, Consumer Lending, Retail Banking, Loan Origination, Credit Analysis, Commercial Banking, Small Business Lending, Refinance
Education
The Johns Hopkins University 1998 — 2002
Political Economy
Greystone & Co. November 2005 - Present
Wells Fargo November 2003 - September 2005
Skills
Asset Management
Education
The George Washington University
Wells Fargo March 2014 - Present
Everplus January 2013 - June 2013
HSBC August 2011 - August 2012
HSBC March 2011 - August 2011
HSBC October 2009 - March 2011
Commonwealth Bank July 2008 - August 2008
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD June 2008 - July 2008
Skills
Relationship Management, Financial Analysis, Portfolio Management, Wealth Management, Customer Service, AML, Policy Review, Cash Handling, FX
Education
London School of Economics and Political Science 2006 — 2009
Bachelor's degree, Actuarial Science
John Leggott College 2004 — 2006
Shanghai Foreign Language School
Wells Fargo October 2001 - Present
Wells Fargo Auto Finance July 2001 - December 2011
Micros Systems November 2000 - June 2001
National Geographic Society January 1995 - October 2000
Skills
XML, Oracle, Java, Unix, Programming, SDLC, SQL, Requirements Analysis, Software Development, PL/SQL, ETL, SOA, Unix Shell Scripting, Integration, Shell Scripting, Databases
Education
The Johns Hopkins University
EY January 2015 - Present
National Association of Black Accountants (NABA) 2014 - 2015
EY January 2014 - March 2014
Wells Fargo September 2012 - May 2013
Booz Allen Hamilton July 2011 - December 2011
United States Department of State 2010 - 2011
U.S. House of Representatives 2010 - 2010
Education
Wake Forest University 2013 — 2014
Master of Science (MS), Accountancy
The George Washington University 2008 — 2012
Bachelor of Arts (BA), International Relations and Affairs
Stephenson high school
Stephenson high school
Wells Fargo March 2006 - Present
Skills
Requirements Analysis, SOA, Integration, SharePoint, Microsoft SQL Server, Process Improvement, Data Warehousing, Agile Methodologies, SDLC, Vendor Management, Visio, Java, SQL, Unix, Requirements Gathering, DB2, Production Support, Enterprise Architecture, XML, Business Analysis, .NET, Web Services
Education
The Johns Hopkins University - Carey Business School 2005 — 2007
MBA, General
Bank of the West June 2015 - Present
FICO September 2012 - June 2015
Wells Fargo 2005 - 2009
Skills
Leadership, Banking, Auditing, Internal Audit, Analysis, Business Analysis, Risk Management, Management, Fraud, Financial Services, Operational Risk, Microsoft Office, Portfolio Management, Process Improvement, Product Innovation
Education
The George Washington University Law School 2009 — 2011
University of California, Berkeley 2002 — 2006
B.A., Political Science, Legal Studies
Fannie Mae May 2003 - Present
Wells Fargo March 1992 - April 2003
Republic Savings Bank January 1990 - March 1992
NRUCFC July 1984 - December 1989
Skills
Financial Analysis, Credit Risk, Loans, Asset Management, Credit, Due Diligence, Negotiation, Risk Management, Management, Portfolio Management, Real Estate, Real Estate Economics, Strategic Planning, Underwriting, Valuation, Business Strategy
Education
The George Washington University
Bachelor of Business Administration (BBA), Finance, General
The George Washington University
Master of Business Administration (MBA), Finance, General
Wells Fargo September 2006 - Present
AmSouth Capital September 2002 - June 2006
Dime Savings Bank September 1996 - January 2002
NatWest June 1978 - September 1996
Skills
Banking and Finance, Leveraged Finance, Commercial Banking, Banking
Education
The George Washington University - School of Business
Bachelor of Business Administration (BBA), International Business
Verizon January 2014 - Present
Mondelēz International September 2012 - November 2013
Omgeo June 2011 - August 2012
Wells Fargo January 2010 - March 2011
Infor Global Solution September 2008 - December 2009
Ameriprise Financial Services, Inc. June 2007 - August 2008
Skills
SQL, XML, Hadoop, Java, JavaScript, MySQL, SDLC, Oracle, Linux, Unix, Java Enterprise Edition, Databases, Microsoft SQL Server, Requirements Analysis, Agile Methodologies
Education
The Maharaja Sayajirao University of Baroda