Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Mel Barth, PMP Mel Barth, PMP's Wells Fargo Experience June 2014 - November 2014
Job IT Principal Program Manager at Logic PD
Industry Information Technology and Services
Experience
Travelliance January 2015 - June 2015
Wells Fargo June 2014 - November 2014
Humana January 2014 - April 2014
Olson October 2013 - December 2013
BioScrip, Inc. June 2013 - October 2013
Chamilia June 2012 - October 2012
Bluestem Brands, Inc. September 2011 - April 2012
Patterson Companies, Inc. October 2009 - September 2010
Northwest Airlines March 2008 - November 2008
Regis Corporation November 2006 - June 2007
Skills
Software Project..., Requirements Analysis, Business Analysis, Project Management, Visio, Agile Methodologies, SDLC, Cross-functional Team..., Process Improvement, Master Data Management, MS Project, Business Intelligence, CSS, Program Management, XML, SharePoint, Vendor Management, Microsoft SQL Server, Security, IT Management, Project Planning, Business Process..., Software Documentation, Testing, ETL, IT Strategy, Software Development, Quality Assurance, Integration, Data Warehousing, Management, E-commerce, Databases, Agile Project Management, Leadership, Project Delivery, Project Portfolio..., PMO, Analysis, Business Process, PMP, Oracle, Disaster Recovery, CRM, ITIL, Requirements Gathering, SSIS, Waterfall, Enterprise Architecture, Business Requirements
Education
The University of Akron 1983 — 1990
B.S., Computer Science
Travelliance January 2015 - June 2015
Wells Fargo June 2014 - November 2014
Humana January 2014 - April 2014
Olson October 2013 - December 2013
BioScrip, Inc. June 2013 - October 2013
Chamilia June 2012 - October 2012
Bluestem Brands, Inc. September 2011 - April 2012
Patterson Companies, Inc. October 2009 - September 2010
Northwest Airlines March 2008 - November 2008
Regis Corporation November 2006 - June 2007
Skills
Software Project..., Requirements Analysis, Business Analysis, Project Management, Visio, Agile Methodologies, SDLC, Cross-functional Team..., Process Improvement, Master Data Management, MS Project, Business Intelligence, CSS, Program Management, XML, SharePoint, Vendor Management, Microsoft SQL Server, Security, IT Management, Project Planning, Business Process..., Software Documentation, Testing, ETL, IT Strategy, Software Development, Quality Assurance, Integration, Data Warehousing, Management, E-commerce, Databases, Agile Project Management, Leadership, Project Delivery, Project Portfolio..., PMO, Analysis, Business Process, PMP, Oracle, Disaster Recovery, CRM, ITIL, Requirements Gathering, SSIS, Waterfall, Enterprise Architecture, Business Requirements
Education
The University of Akron 1983 — 1990
B.S., Computer Science
Paul Sterbenz's Wells Fargo Experience December 2006 - Present
Job Tax Accountant/VP at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2006 - Present
Wachovia Corporation December 2006 - March 2010
KeyBank September 1994 - December 2006
The University of Akron January 1991 - March 1994
Dorn Color, Inc. May 1988 - April 1990
Sherwin Williams June 1981 - May 1988
Skills
Microsoft Office, Management, Analysis, Risk Management, Securities, Strategic Planning, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Banking, Business Analysis, Information Reporting..., Portfolio Management, Process Improvement
Education
The University of Akron 1998 — 2000
Master of Taxation, Tax Law/Taxation
The University of Akron 1992 — 1994
Master's Degree, Management Information Systems, General
University of Akron 1991 — 1992
Bachelor of Science Industrial Managment
Wells Fargo December 2006 - Present
Wachovia Corporation December 2006 - March 2010
KeyBank September 1994 - December 2006
The University of Akron January 1991 - March 1994
Dorn Color, Inc. May 1988 - April 1990
Sherwin Williams June 1981 - May 1988
Skills
Microsoft Office, Management, Analysis, Risk Management, Securities, Strategic Planning, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Banking, Business Analysis, Information Reporting..., Portfolio Management, Process Improvement
Education
The University of Akron 1998 — 2000
Master of Taxation, Tax Law/Taxation
The University of Akron 1992 — 1994
Master's Degree, Management Information Systems, General
University of Akron 1991 — 1992
Bachelor of Science Industrial Managment
Claire Sands's Wells Fargo Experience February 2013 - November 2013
Job Associate Recruiter | Talent & Culture | claire.sands@bbva.com
Industry Banking
Experience
BBVA Compass July 2015 - Present
BBVA Compass October 2014 - July 2015
BBVA Compass November 2013 - October 2014
Wells Fargo February 2013 - November 2013
SoHo Experiential 2011 - October 2013
Skills
Management, Leadership, Business Development, Customer Service, Marketing, Banking, Public Speaking, Strategic Planning, Lead Generation, Microsoft Office, Project Management, Budgets, Business Loans, Branch Banking, Banking Law, Car Loans, Core Banking, Finance, Home Equity Loans, Loans, Lines Of Credit, Research, Team Building, Nonprofits, Public Relations, Credit Cards, Financial Management..., Home Equity Lines of..., Long Term Business..., Long Term Relationship..., PowerPoint, Refinancings, Retail Banking, Small Business, Small Business Lending, Unsecured Loans, Microsoft Excel, Internet Banking, Community Outreach, Social Media, Policy, Contract Negotiation, Retirement Planning, Wealth Accumulation, Mortgage Lending, Consumer Lending, Business Networking, Relationship Management, Credit Management, Life & Health Insurance...
Education
The University of Alabama School of Law 2003 — 2006
Juris Doctor, Law
University of Alabama 1999 — 2003
B.S., Finance
BBVA Compass July 2015 - Present
BBVA Compass October 2014 - July 2015
BBVA Compass November 2013 - October 2014
Wells Fargo February 2013 - November 2013
SoHo Experiential 2011 - October 2013
Skills
Management, Leadership, Business Development, Customer Service, Marketing, Banking, Public Speaking, Strategic Planning, Lead Generation, Microsoft Office, Project Management, Budgets, Business Loans, Branch Banking, Banking Law, Car Loans, Core Banking, Finance, Home Equity Loans, Loans, Lines Of Credit, Research, Team Building, Nonprofits, Public Relations, Credit Cards, Financial Management..., Home Equity Lines of..., Long Term Business..., Long Term Relationship..., PowerPoint, Refinancings, Retail Banking, Small Business, Small Business Lending, Unsecured Loans, Microsoft Excel, Internet Banking, Community Outreach, Social Media, Policy, Contract Negotiation, Retirement Planning, Wealth Accumulation, Mortgage Lending, Consumer Lending, Business Networking, Relationship Management, Credit Management, Life & Health Insurance...
Education
The University of Alabama School of Law 2003 — 2006
Juris Doctor, Law
University of Alabama 1999 — 2003
B.S., Finance
Katherine (Woodyard) Cordes's Wells Fargo Experience January 2013 - Present
Job Wells Fargo Commercial Banking
Industry Banking
Experience
Wells Fargo January 2013 - Present
JPMorgan Chase July 2009 - January 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Valuation, Forecasting, Data Analysis, Finance, Banking, Commercial Banking, Credit, Credit Analysis, Financial Statements, Microsoft Word, Commercial Lending, Underwriting, Credit Risk
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
BSBA, Finance, Real Estate & Urban Analysis
Wells Fargo January 2013 - Present
JPMorgan Chase July 2009 - January 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Valuation, Forecasting, Data Analysis, Finance, Banking, Commercial Banking, Credit, Credit Analysis, Financial Statements, Microsoft Word, Commercial Lending, Underwriting, Credit Risk
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
BSBA, Finance, Real Estate & Urban Analysis
Catherine Gacad Catherine Gacad's Wells Fargo Experience 2004 - Present
Job Founder and Publisher at Dear Vixen
Industry Financial Services
Experience
Dear Vixen 2005 - Present
Wells Fargo 2004 - Present
Cisco 2003 - 2003
Skills
Product Management, Financial Analysis, Financial Services, Investor Relations, Treasury Management, Corporate Finance, Blogging, Leadership, Emerging Markets, Start-ups, Entrepreneurship, Business Strategy, Capital Markets, Finance, Investment Banking
Education
The University of Chicago - Booth School of Business
MBA, Finance, Strategy
University of California, Berkeley
BA, English & Biology Double-Major, Forestry Minor
Dear Vixen 2005 - Present
Wells Fargo 2004 - Present
Cisco 2003 - 2003
Skills
Product Management, Financial Analysis, Financial Services, Investor Relations, Treasury Management, Corporate Finance, Blogging, Leadership, Emerging Markets, Start-ups, Entrepreneurship, Business Strategy, Capital Markets, Finance, Investment Banking
Education
The University of Chicago - Booth School of Business
MBA, Finance, Strategy
University of California, Berkeley
BA, English & Biology Double-Major, Forestry Minor
Alice Middleton Alice Middleton's Wells Fargo Experience April 2014 - Present
Job Marketing Database Consultant for Digital Channels Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Wells Fargo October 2013 - March 2014
Bank of America January 2012 - June 2013
Bank of America February 2008 - January 2012
Bank of America August 2003 - February 2008
Bank of America February 1998 - August 2003
Bank of America March 1980 - February 1998
Skills
Mergers & Acquisitions, Analysis, Strategic Planning, Business Intelligence, Credit, Financial Modeling, Mortgage Lending, Data Analysis, Banking, Program Management, Business Analysis, Risk Management, Credit Cards, Data Warehousing, Analytics, Loans, Vendor Management, Enterprise Architecture, Change Management, Financial Risk, SDLC, Financial Services, Credit Analysis, Financial Analysis, Business Strategy, Process Improvement, Credit Risk, Relationship Management, Retail Banking, Strategy, Portfolio Management, Commercial Banking, SAS, E-commerce, Data Modeling, Team Management, SQL
Education
The University of Chicago - Booth School of Business
MBA, Finance and Statistics
University of Kansas
Bachelor's degree, Mathematics and English
Wells Fargo April 2014 - Present
Wells Fargo October 2013 - March 2014
Bank of America January 2012 - June 2013
Bank of America February 2008 - January 2012
Bank of America August 2003 - February 2008
Bank of America February 1998 - August 2003
Bank of America March 1980 - February 1998
Skills
Mergers & Acquisitions, Analysis, Strategic Planning, Business Intelligence, Credit, Financial Modeling, Mortgage Lending, Data Analysis, Banking, Program Management, Business Analysis, Risk Management, Credit Cards, Data Warehousing, Analytics, Loans, Vendor Management, Enterprise Architecture, Change Management, Financial Risk, SDLC, Financial Services, Credit Analysis, Financial Analysis, Business Strategy, Process Improvement, Credit Risk, Relationship Management, Retail Banking, Strategy, Portfolio Management, Commercial Banking, SAS, E-commerce, Data Modeling, Team Management, SQL
Education
The University of Chicago - Booth School of Business
MBA, Finance and Statistics
University of Kansas
Bachelor's degree, Mathematics and English
Marie Colvin Marie Colvin's Wells Fargo Experience January 2014 - Present
Job National Business Banking Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Comcast Cable November 2004 - October 2013
Comcast Cable November 2004 - October 2005
First Data 2004 - 2004
Circuit City 1995 - 2004
Skills
Call Centers, Leadership, Vendor Management, Customer Retention, Cross-functional Team..., Employee Training, Customer Experience, Process Improvement, Telecommunications, Broadband, Human Resources, Management, Troubleshooting, Project Management, Sales, Data Analysis, Training, Performance Management, Recruiting, Workforce Management, New Business Development, Trend Forecasting, Employee Engagement, Talent Acquisition, Quality Control, Cross Functional Team..., Data collection, Internal Communications, Change Management, Employee Handbooks, Training Delivery, Instructor-led Training, Budget Forecasts, Financial Services, Retail, Critical Thinking, Sales Growth
Education
The Sage Colleges - Russell Sage College
Bachelor of Applied Science (BASc), Accounting
Wells Fargo January 2014 - Present
Comcast Cable November 2004 - October 2013
Comcast Cable November 2004 - October 2005
First Data 2004 - 2004
Circuit City 1995 - 2004
Skills
Call Centers, Leadership, Vendor Management, Customer Retention, Cross-functional Team..., Employee Training, Customer Experience, Process Improvement, Telecommunications, Broadband, Human Resources, Management, Troubleshooting, Project Management, Sales, Data Analysis, Training, Performance Management, Recruiting, Workforce Management, New Business Development, Trend Forecasting, Employee Engagement, Talent Acquisition, Quality Control, Cross Functional Team..., Data collection, Internal Communications, Change Management, Employee Handbooks, Training Delivery, Instructor-led Training, Budget Forecasts, Financial Services, Retail, Critical Thinking, Sales Growth
Education
The Sage Colleges - Russell Sage College
Bachelor of Applied Science (BASc), Accounting
Robin Juan's Wells Fargo Experience March 2010 - November 2013
Job Designer
Industry Design
Experience
Robin Juan September 2014 - Present
Tishman Speyer November 2014 - May 2015
Epic Decade February 2014 - September 2014
Wells Fargo March 2010 - November 2013
HungryMan Gallery May 2008 - June 2012
Skills
Adobe Creative Suite, Art, Illustrator, InDesign, Photoshop, Graphic Design, Curating, Photography, Mac, Editing, Conceptual Art, Microsoft Office, Social Networking, HTML, Creative Direction, Fine Art, Art Direction, WordPress, Social Media, Social Media Marketing, Marketing, Marketing Communications, Typography, Digital Photography, Research, Event Planning, Dreamweaver, Microsoft Excel, Graphics, PowerPoint, Art Exhibitions, Adobe Acrobat, Layout, Web Design, Illustration, Drawing, Packaging
Education
The School of the Art Institute of Chicago 2005 — 2009
BFA, Art History, Photography, Arts Administration
Robin Juan September 2014 - Present
Tishman Speyer November 2014 - May 2015
Epic Decade February 2014 - September 2014
Wells Fargo March 2010 - November 2013
HungryMan Gallery May 2008 - June 2012
Skills
Adobe Creative Suite, Art, Illustrator, InDesign, Photoshop, Graphic Design, Curating, Photography, Mac, Editing, Conceptual Art, Microsoft Office, Social Networking, HTML, Creative Direction, Fine Art, Art Direction, WordPress, Social Media, Social Media Marketing, Marketing, Marketing Communications, Typography, Digital Photography, Research, Event Planning, Dreamweaver, Microsoft Excel, Graphics, PowerPoint, Art Exhibitions, Adobe Acrobat, Layout, Web Design, Illustration, Drawing, Packaging
Education
The School of the Art Institute of Chicago 2005 — 2009
BFA, Art History, Photography, Arts Administration
Duncan Darby Duncan Darby's Wells Fargo Experience May 2013 - Present
Job Senior Relationship Manager/ Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
JP MORGAN CHASE BANK April 2000 - August 2012
JPMORGAN CHASE BANK (Predecessor BANK ONE, NA) February 1999 - March 2000
JPMORGAN CHASE BANK (Predecessor BANK ONE, NA) February 1997 - January 2000
JPMORGAN CHASE BANK (Predecessor BANK ONE, AKRON, NA) July 1991 - January 1997
BANC ONE CORPORATION April 1989 - June 1991
Skills
Loans Administration, Development Of Employees, Risk Management, Risk Assessment, Underwriting, Banking, Credit Analysis, Credit, Financial Risk, Portfolio Management, Mortgage Lending, Loans, Financial Modeling, Finance, Commercial Banking, Financial Services, Small Business Lending, Commercial Lending, Financial Structuring, Credit Risk, Insurance, Loan Origination, Management, Treasury Management, Lines Of Credit, Financial Analysis
Education
The University of Akron
Bachelor of Science, Accounting
Vanderbilt University
Pre-Medicine/Pre-Medical Studies
Wells Fargo May 2013 - Present
JP MORGAN CHASE BANK April 2000 - August 2012
JPMORGAN CHASE BANK (Predecessor BANK ONE, NA) February 1999 - March 2000
JPMORGAN CHASE BANK (Predecessor BANK ONE, NA) February 1997 - January 2000
JPMORGAN CHASE BANK (Predecessor BANK ONE, AKRON, NA) July 1991 - January 1997
BANC ONE CORPORATION April 1989 - June 1991
Skills
Loans Administration, Development Of Employees, Risk Management, Risk Assessment, Underwriting, Banking, Credit Analysis, Credit, Financial Risk, Portfolio Management, Mortgage Lending, Loans, Financial Modeling, Finance, Commercial Banking, Financial Services, Small Business Lending, Commercial Lending, Financial Structuring, Credit Risk, Insurance, Loan Origination, Management, Treasury Management, Lines Of Credit, Financial Analysis
Education
The University of Akron
Bachelor of Science, Accounting
Vanderbilt University
Pre-Medicine/Pre-Medical Studies
Chris Coon's Wells Fargo Experience March 2006 - March 2008
Job Customer Service Supervisor at FTW, Inc
Industry Management Consulting
Experience
FTW, Inc March 2013 - Present
Fairway Distribution (IE Mattress Liquidation Outlet and More) March 2009 - March 2013
Harwell's Furniture/Furnigistix, Inc. March 2000 - June 2008
Wells Fargo March 2006 - March 2008
Chino Tax and Financial Services January 2002 - September 2002
OfficeMax September 1999 - January 2002
Kmart Corporation November 1998 - August 1999
Skills
Customer Service, Team Leadership, Management, Customer Experience, Customer Satisfaction, Training, Team Building, Coaching, Microsoft Office, Leadership, Microsoft Excel, Performance Management, Business Analysis, SAP, Business Process...
Education
The Philippine Women's University 1995 — 1998
Bachelor's Degree, International/Global Studies
St. Mary's College 1992 — 1995
High School, General Education
FTW, Inc March 2013 - Present
Fairway Distribution (IE Mattress Liquidation Outlet and More) March 2009 - March 2013
Harwell's Furniture/Furnigistix, Inc. March 2000 - June 2008
Wells Fargo March 2006 - March 2008
Chino Tax and Financial Services January 2002 - September 2002
OfficeMax September 1999 - January 2002
Kmart Corporation November 1998 - August 1999
Skills
Customer Service, Team Leadership, Management, Customer Experience, Customer Satisfaction, Training, Team Building, Coaching, Microsoft Office, Leadership, Microsoft Excel, Performance Management, Business Analysis, SAP, Business Process...
Education
The Philippine Women's University 1995 — 1998
Bachelor's Degree, International/Global Studies
St. Mary's College 1992 — 1995
High School, General Education
Bruce Goldinger's Wells Fargo Experience April 2015 - Present
Job CX Interaction Designer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo April 2015 - Present
Wells Fargo December 2014 - April 2015
Respun Interactive, LLC September 2001 - December 2014
Fidelity Investments March 2014 - November 2014
Wells Fargo May 2012 - February 2014
Wells Fargo December 2005 - May 2012
Scientific Research Corporation October 2004 - December 2005
Titan Technology Partners September 2000 - September 2001
Bank of America 1998 - 2000
PINKERTON Corporate Risk Management Services 1997 - 1998
Skills
User Experience, Interaction Design, Wireframes, Axure, User Interface, Information Architecture, User-centered Design, Branding & Identity, Visual Design, Usability, iRise, CSS, Logo Design, Usability Testing, OmniGraffle, Web Design, Adobe Creative Suite, HTML 5, Graphic Design, Art Direction, Web Development, Graphics, Front-end, HTML, HTML + CSS, Computer Graphics, Vector Illustration, Mac, Web Content Management, Consulting, Illustration, Dreamweaver, Photoshop, Illustrator, Corporate Identity, Multimedia, ActionScript, Agile Methodologies, Flash, Experience Design, Usability Engineering, WordPress, Corporate Branding, HTML5, User Interface Design, User Experience Design, CMS, Leadership
Education
The University of Akron 1982 — 1986
BFA, Graphic Design
Kodak's Center for Creative Imaging (CCI) 2003 — 2005
Creative Imaging Certification, Photoshop, Digital Photography
Wells Fargo April 2015 - Present
Wells Fargo December 2014 - April 2015
Respun Interactive, LLC September 2001 - December 2014
Fidelity Investments March 2014 - November 2014
Wells Fargo May 2012 - February 2014
Wells Fargo December 2005 - May 2012
Scientific Research Corporation October 2004 - December 2005
Titan Technology Partners September 2000 - September 2001
Bank of America 1998 - 2000
PINKERTON Corporate Risk Management Services 1997 - 1998
Skills
User Experience, Interaction Design, Wireframes, Axure, User Interface, Information Architecture, User-centered Design, Branding & Identity, Visual Design, Usability, iRise, CSS, Logo Design, Usability Testing, OmniGraffle, Web Design, Adobe Creative Suite, HTML 5, Graphic Design, Art Direction, Web Development, Graphics, Front-end, HTML, HTML + CSS, Computer Graphics, Vector Illustration, Mac, Web Content Management, Consulting, Illustration, Dreamweaver, Photoshop, Illustrator, Corporate Identity, Multimedia, ActionScript, Agile Methodologies, Flash, Experience Design, Usability Engineering, WordPress, Corporate Branding, HTML5, User Interface Design, User Experience Design, CMS, Leadership
Education
The University of Akron 1982 — 1986
BFA, Graphic Design
Kodak's Center for Creative Imaging (CCI) 2003 — 2005
Creative Imaging Certification, Photoshop, Digital Photography
Gena Bezdek Gena Bezdek's Wells Fargo Experience January 2008 - August 2008
Job Director of Client Operations at AVIA Health Innovation
Industry Health, Wellness and Fitness
Experience
Engaged Health Solutions April 2013 - August 2013
Health Leads September 2011 - July 2012
TechnoServe January 2011 - June 2011
New Profit Inc. September 2008 - December 2010
Wells Fargo January 2008 - August 2008
Skills
Project Management, Non-profits, Strategy, Cross-functional Team...
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Managerial and Organizational Behavior, General Management
Cate School
Cate School
Tufts University
Bachelor of Arts (B.A.), International Relations and Affairs
Engaged Health Solutions April 2013 - August 2013
Health Leads September 2011 - July 2012
TechnoServe January 2011 - June 2011
New Profit Inc. September 2008 - December 2010
Wells Fargo January 2008 - August 2008
Skills
Project Management, Non-profits, Strategy, Cross-functional Team...
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Managerial and Organizational Behavior, General Management
Cate School
Cate School
Tufts University
Bachelor of Arts (B.A.), International Relations and Affairs
Bill Schwindt Bill Schwindt's Wells Fargo Experience May 2007 - August 2007
Job Manager at Deloitte
Industry Law Practice
Experience
Deloitte August 2015 - Present
Deloitte August 2013 - August 2015
Deloitte May 2012 - August 2012
US Bank January 2008 - July 2010
Wells Fargo May 2007 - August 2007
Skills
Legal Research, Financial Analysis, Investments, Private Equity, Transfer Pricing, Tax Law, Due Diligence, Tax, Corporate Finance, Financial Modeling, Corporate Law, Business Valuation
Education
The Ohio State University Moritz College of Law 2010 — 2013
JD, Cum Laude, Law
University of Wisconsin-Milwaukee - Lubar School of Business 2009 — 2010
MS, Accounting
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance, Investment, and Banking
Deloitte August 2015 - Present
Deloitte August 2013 - August 2015
Deloitte May 2012 - August 2012
US Bank January 2008 - July 2010
Wells Fargo May 2007 - August 2007
Skills
Legal Research, Financial Analysis, Investments, Private Equity, Transfer Pricing, Tax Law, Due Diligence, Tax, Corporate Finance, Financial Modeling, Corporate Law, Business Valuation
Education
The Ohio State University Moritz College of Law 2010 — 2013
JD, Cum Laude, Law
University of Wisconsin-Milwaukee - Lubar School of Business 2009 — 2010
MS, Accounting
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance, Investment, and Banking
Jennifer Heyman Jennifer Heyman's Wells Fargo Experience January 2015 - Present
Job VP, Social Media Team at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo January 2015 - Present
Wells Fargo November 2012 - December 2014
Wells Fargo November 2009 - March 2012
Organic February 2009 - May 2009
Charles Schwab June 2008 - January 2009
Oracle March 2008 - May 2008
Carrollco Marketing 2005 - 2008
Houghton Mifflin March 2006 - June 2007
Charles Schwab November 1996 - January 2006
Skills
Internet Product..., Client Acquisition, Integrated Marketing, Product Management, Project Management, Social Media, Customer Acquisition, Community Management, Social Media Marketing, Marketing Communications, Event Management, Advertising Agency, Financial Analysis, Sports Marketing, Knitting, Digital Strategy, Strategy, Lead Generation, Marketing, Market Research, Product Marketing, Marketing Strategy, Digital Marketing, Online Advertising, Leadership, Web Analytics, Management, Advertising, Analytics
Education
The University of Chicago - Booth School of Business 1991 — 1994
MBA
University of Melbourne - Melbourne Business School
MBA
University of Michigan
BA
High School
Wells Fargo January 2015 - Present
Wells Fargo November 2012 - December 2014
Wells Fargo November 2009 - March 2012
Organic February 2009 - May 2009
Charles Schwab June 2008 - January 2009
Oracle March 2008 - May 2008
Carrollco Marketing 2005 - 2008
Houghton Mifflin March 2006 - June 2007
Charles Schwab November 1996 - January 2006
Skills
Internet Product..., Client Acquisition, Integrated Marketing, Product Management, Project Management, Social Media, Customer Acquisition, Community Management, Social Media Marketing, Marketing Communications, Event Management, Advertising Agency, Financial Analysis, Sports Marketing, Knitting, Digital Strategy, Strategy, Lead Generation, Marketing, Market Research, Product Marketing, Marketing Strategy, Digital Marketing, Online Advertising, Leadership, Web Analytics, Management, Advertising, Analytics
Education
The University of Chicago - Booth School of Business 1991 — 1994
MBA
University of Melbourne - Melbourne Business School
MBA
University of Michigan
BA
High School
Karen Lehman Karen Lehman's Wells Fargo Experience Chief Financial Officer and Chief Operations OfficerWachovia Insurance Services, Inc.August 2003 - December 2008
Job Strategic Business Manager at Wells Fargo
Industry Insurance
Experience
Wells Fargo Chief Financial Officer and Chief Operations OfficerWachovia Insurance Services, Inc.August 2003 - December 2008
Palmer & Cay 1992 - 2003
Skills
Risk Management, Insurance, Finance, Mergers & Acquisitions, Financial Analysis, Financial Risk, Banking, Management, Financial Modeling, Financial Services
Education
The University of Akron 1976 — 1980
BS, Accounting
Wells Fargo Chief Financial Officer and Chief Operations OfficerWachovia Insurance Services, Inc.August 2003 - December 2008
Palmer & Cay 1992 - 2003
Skills
Risk Management, Insurance, Finance, Mergers & Acquisitions, Financial Analysis, Financial Risk, Banking, Management, Financial Modeling, Financial Services
Education
The University of Akron 1976 — 1980
BS, Accounting
Patrick Lillie Patrick Lillie's Wells Fargo Experience June 2013 - Present
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Keener Wealth Management April 2013 - May 2013
Fisher Professional Services August 2012 - January 2013
The Ohio State University February 2010 - October 2012
WesBanco June 2012 - August 2012
Equinoxe Alternative Investment Services June 2011 - August 2011
Skills
Leadership, Customer Service, Securities, Mutual Funds, Banking, Public Speaking, Sales, Finance, Entrepreneurship, Management, Financial Analysis, Data Analysis, Access
Education
The Ohio State University Fisher College of Business 2009 — 2013
The Ohio State University, Fisher College of Business
Bachelor of Science, Business Administration
Wells Fargo June 2013 - Present
Keener Wealth Management April 2013 - May 2013
Fisher Professional Services August 2012 - January 2013
The Ohio State University February 2010 - October 2012
WesBanco June 2012 - August 2012
Equinoxe Alternative Investment Services June 2011 - August 2011
Skills
Leadership, Customer Service, Securities, Mutual Funds, Banking, Public Speaking, Sales, Finance, Entrepreneurship, Management, Financial Analysis, Data Analysis, Access
Education
The Ohio State University Fisher College of Business 2009 — 2013
The Ohio State University, Fisher College of Business
Bachelor of Science, Business Administration
Mary Z Yang's Wells Fargo Experience May 2009 - December 2009
Job Summer Associate at A.T. Kearney
Industry Management Consulting
Experience
A.T. Kearney June 2015 - Present
Kurt Salmon January 2014 - July 2014
Kurt Salmon January 2012 - January 2014
Kurt Salmon June 2010 - January 2012
Carlson Consulting Enterprise January 2009 - February 2010
Wells Fargo May 2009 - December 2009
University of Minnesota August 2008 - May 2009
Skills
Financial Modeling, Management Consulting, Strategic Planning, Due Diligence, Strategy, Financial Analysis, Analytics, Business Intelligence, Marketing, Management, Leadership, Project Planning, Competitive Analysis, Integrated Marketing, Data Analysis, Business Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management 2007 — 2010
Peking University
A.T. Kearney June 2015 - Present
Kurt Salmon January 2014 - July 2014
Kurt Salmon January 2012 - January 2014
Kurt Salmon June 2010 - January 2012
Carlson Consulting Enterprise January 2009 - February 2010
Wells Fargo May 2009 - December 2009
University of Minnesota August 2008 - May 2009
Skills
Financial Modeling, Management Consulting, Strategic Planning, Due Diligence, Strategy, Financial Analysis, Analytics, Business Intelligence, Marketing, Management, Leadership, Project Planning, Competitive Analysis, Integrated Marketing, Data Analysis, Business Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management 2007 — 2010
Peking University
Darin Ruttenberg Darin Ruttenberg's Wells Fargo Experience January 2013 - Present
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
Chase October 2012 - January 2013
Fifth Third Bank October 2007 - October 2012
Texas Roadhouse June 2004 - July 2007
Charter One Bank January 2003 - January 2004
Skills
Series 7, Series 63, Uniform Combined State..., Investments, Securities, Fixed Annuities, Mutual Funds, Investment Advisory, Retirement, Wealth Management, Asset Managment, Series 65, Life Insurance, Loans, Retirement Planning, Investment Strategies, Consumer Lending, Lines Of Credit, Credit, Finance, Banking, IRAs
Education
The University of Akron 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Wells Fargo January 2013 - Present
Chase October 2012 - January 2013
Fifth Third Bank October 2007 - October 2012
Texas Roadhouse June 2004 - July 2007
Charter One Bank January 2003 - January 2004
Skills
Series 7, Series 63, Uniform Combined State..., Investments, Securities, Fixed Annuities, Mutual Funds, Investment Advisory, Retirement, Wealth Management, Asset Managment, Series 65, Life Insurance, Loans, Retirement Planning, Investment Strategies, Consumer Lending, Lines Of Credit, Credit, Finance, Banking, IRAs
Education
The University of Akron 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Anthony Ciccarelli's Wells Fargo Experience October 2008 - June 2010
Job Vice President Construction Lending at Signature Mortgage Corporation
Industry Banking
Experience
Signature Mortgage Corporation March 2015 - Present
Northpointe Bank June 2014 - March 2015
Huntington National Bank June 2010 - June 2014
Wells Fargo October 2008 - June 2010
Triad Mortgage October 2003 - October 2008
Skills
FHA, Mortgage Banking, Loan Origination, Refinance, Residential Mortgages, VA loans, Construction Lending -..., Mortgage Lending, Credit, Loans, USDA, FHA financing, Construction Loans, Real Estate Economics, Government Loans, Certified Mortgage...
Education
The University of Akron 1984 — 1988
Marketing & Finance
Signature Mortgage Corporation March 2015 - Present
Northpointe Bank June 2014 - March 2015
Huntington National Bank June 2010 - June 2014
Wells Fargo October 2008 - June 2010
Triad Mortgage October 2003 - October 2008
Skills
FHA, Mortgage Banking, Loan Origination, Refinance, Residential Mortgages, VA loans, Construction Lending -..., Mortgage Lending, Credit, Loans, USDA, FHA financing, Construction Loans, Real Estate Economics, Government Loans, Certified Mortgage...
Education
The University of Akron 1984 — 1988
Marketing & Finance
Izumi Miyazaki, PMP's Wells Fargo Experience June 2009 - June 2010
Job Project Manager
Industry Automotive
Experience
EFTEC December 2014 - Present
Howa USA Holdings, Inc April 2012 - November 2014
Abercrombie and Fitch June 2010 - May 2012
Wells Fargo June 2009 - June 2010
Fisher College of Business September 2008 - June 2009
Merrill Lynch April 2008 - September 2008
Skills
Project Management, Negotiation, Continuous Improvement, Salesforce.com, Sales, Cold Calling, Automotive, Account Management, Customer Satisfaction, Sales Management, PPAP, Six Sigma, Microsoft Office, Operational Cost..., Product Cost Analysis, SPSS, Cross-functional Team..., Customer Service, Microsoft Excel, Management, Leadership, Program Management, Process Improvement, Marketing
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2009
Bachelor of Science (B.S.), Business Administration, Marketing, 3.7/4.0
EFTEC December 2014 - Present
Howa USA Holdings, Inc April 2012 - November 2014
Abercrombie and Fitch June 2010 - May 2012
Wells Fargo June 2009 - June 2010
Fisher College of Business September 2008 - June 2009
Merrill Lynch April 2008 - September 2008
Skills
Project Management, Negotiation, Continuous Improvement, Salesforce.com, Sales, Cold Calling, Automotive, Account Management, Customer Satisfaction, Sales Management, PPAP, Six Sigma, Microsoft Office, Operational Cost..., Product Cost Analysis, SPSS, Cross-functional Team..., Customer Service, Microsoft Excel, Management, Leadership, Program Management, Process Improvement, Marketing
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2009
Bachelor of Science (B.S.), Business Administration, Marketing, 3.7/4.0
Rob McMillan Rob McMillan's Wells Fargo Experience August 2007 - April 2010
Job President & Managing Director Wheless Partners Florida ~Advisors & Consultants for Board Director & Executive Search
Industry Management Consulting
Experience
Wheless Partners October 2010 - Present
Wells Fargo August 2007 - April 2010
Merrill Lynch Institutional Securities February 1999 - August 2007
Morgan Stanley & Company March 1993 - February 1999
Paine Webber March 1988 - March 1993
Skills
Sales Management, Budgets, Strategic Planning, Account Management, Marketing Strategy, Public Relations, Business Development, Finance, New Business Development, Private Equity, Investment Banking, Financial Services, General Management &..., High Net Worth..., Relationship Management, Wealth Management..., Yachting, client stewardship, Client Development, Consulting, Research, Public Speaking, Manage Client..., Property & Casualty..., Private Clients, Venture Capital, Investments, Bloomberg, Fixed Income, Portfolio Performance..., Strategy, Marketing, Executive Management, Start-ups, International Business, Mergers & Acquisitions, Strategic Partnerships, Portfolio Management, Asset Management, Sales, Training, Analysis, Networking, Leadership Development, Financial Analysis, Due Diligence, CRM, Management, Banking, Leadership
Education
University of Pennsylvania - The Wharton School 1992 — 1993
Aresty Institute School of Executive Education, Wharton Executive Leadership Program
The Ohio State University - The Max M. Fisher College of Business 1976 — 1980
Bachelor's degree, Business, Management, Marketing, and The School of Journalism
Wheless Partners October 2010 - Present
Wells Fargo August 2007 - April 2010
Merrill Lynch Institutional Securities February 1999 - August 2007
Morgan Stanley & Company March 1993 - February 1999
Paine Webber March 1988 - March 1993
Skills
Sales Management, Budgets, Strategic Planning, Account Management, Marketing Strategy, Public Relations, Business Development, Finance, New Business Development, Private Equity, Investment Banking, Financial Services, General Management &..., High Net Worth..., Relationship Management, Wealth Management..., Yachting, client stewardship, Client Development, Consulting, Research, Public Speaking, Manage Client..., Property & Casualty..., Private Clients, Venture Capital, Investments, Bloomberg, Fixed Income, Portfolio Performance..., Strategy, Marketing, Executive Management, Start-ups, International Business, Mergers & Acquisitions, Strategic Partnerships, Portfolio Management, Asset Management, Sales, Training, Analysis, Networking, Leadership Development, Financial Analysis, Due Diligence, CRM, Management, Banking, Leadership
Education
University of Pennsylvania - The Wharton School 1992 — 1993
Aresty Institute School of Executive Education, Wharton Executive Leadership Program
The Ohio State University - The Max M. Fisher College of Business 1976 — 1980
Bachelor's degree, Business, Management, Marketing, and The School of Journalism
Toby zur Loye Toby zur Loye's Wells Fargo Experience November 2010 - June 2011
Job Arts Editor at Sixty Inches from Center
Industry Libraries
Experience
Sixty Inches from Center November 2012 - Present
The Art Institute of Chicago, Ryerson and Burnham Libraries November 2012 - May 2014
Roger Brown Study Collection January 2012 - October 2013
Chicago Artists' Coalition May 2012 - January 2013
Art Institue of Chicago January 2012 - May 2012
Wells Fargo November 2010 - June 2011
University of Oregon June 2008 - June 2010
University of Oregon January 2008 - June 2010
The DePauw January 2004 - May 2007
Breckenridge Outdoor Education Center December 2006 - February 2007
Skills
Social Media, Art History, Materials, Press Releases, Grant Writing, Adobe Creative Suite, Research, Teaching, Art, Non-profits, Mac, Photoshop, Event Planning, Public Speaking, Illustrator, InDesign
Education
The School of the Art Institute of Chicago 2011 — 2012
Bachelor of Fine Arts (B.F.A.), Painting
University of Oregon 2007 — 2010
Master of Arts (M.A.), Art History
DePauw University 2003 — 2007
Bachelor of Arts (B.A.), Art History & Painting
Sixty Inches from Center November 2012 - Present
The Art Institute of Chicago, Ryerson and Burnham Libraries November 2012 - May 2014
Roger Brown Study Collection January 2012 - October 2013
Chicago Artists' Coalition May 2012 - January 2013
Art Institue of Chicago January 2012 - May 2012
Wells Fargo November 2010 - June 2011
University of Oregon June 2008 - June 2010
University of Oregon January 2008 - June 2010
The DePauw January 2004 - May 2007
Breckenridge Outdoor Education Center December 2006 - February 2007
Skills
Social Media, Art History, Materials, Press Releases, Grant Writing, Adobe Creative Suite, Research, Teaching, Art, Non-profits, Mac, Photoshop, Event Planning, Public Speaking, Illustrator, InDesign
Education
The School of the Art Institute of Chicago 2011 — 2012
Bachelor of Fine Arts (B.F.A.), Painting
University of Oregon 2007 — 2010
Master of Arts (M.A.), Art History
DePauw University 2003 — 2007
Bachelor of Arts (B.A.), Art History & Painting
David Fento, CPA David Fento, CPA's Wells Fargo Experience June 2014 - Present
Job Accountant 4 Securities Operations and Accounting (SOA) at Wells Fargo
Industry Accounting
Experience
Wells Fargo June 2014 - Present
PwC August 2010 - June 2014
Campus Partners January 2010 - July 2010
Ology October 2009 - January 2010
Walt Disney World May 2005 - December 2005
Skills
Audit, Assurance, Financial Reporting, Accounting, Auditing, Banking, Internal Controls, Internal Audit, SOX, SEC reporting, Risk Management, External Audit, US GAAP, GAAP, Accounts Receivable, Accounts Payable, Operating Expenses, Loss Reserving, Allowances, Mortgage Servicing, Financial Accounting, Financial Audits, Financial Statements, SOX 404, SOX Compliancy, GAAS, Recruiting, Bank Reconciliation, SAS70, SEC filings
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2009
Bachelors, Accounting
SUNY Jefferson 2003 — 2005
Associates, Criminal Justice
Wells Fargo June 2014 - Present
PwC August 2010 - June 2014
Campus Partners January 2010 - July 2010
Ology October 2009 - January 2010
Walt Disney World May 2005 - December 2005
Skills
Audit, Assurance, Financial Reporting, Accounting, Auditing, Banking, Internal Controls, Internal Audit, SOX, SEC reporting, Risk Management, External Audit, US GAAP, GAAP, Accounts Receivable, Accounts Payable, Operating Expenses, Loss Reserving, Allowances, Mortgage Servicing, Financial Accounting, Financial Audits, Financial Statements, SOX 404, SOX Compliancy, GAAS, Recruiting, Bank Reconciliation, SAS70, SEC filings
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2009
Bachelors, Accounting
SUNY Jefferson 2003 — 2005
Associates, Criminal Justice
Regis Haegler Regis Haegler's Wells Fargo Experience 2008 - 2010
Job Head of Finance
Industry Internet
Experience
HealthPocket, Inc. 2015 - Present
eHealthInsurance August 2012 - 2015
Arcadian Health Plan 2010 - August 2012
Wells Fargo 2008 - 2010
Education Finance Partners 2007 - 2008
Adobe 2006 - 2007
Maxtor 2005 - 2006
McMorgan & Company 2004 - 2005
Flextronics 2001 - 2002
Lehman Brothers 1999 - 2000
Skills
Corporate Finance, Investments, Financial Planning, Capital Markets, Investment Banking, Strategic Financial..., Financial Modeling, Forecasting, Start-ups, Mergers & Acquisitions, Strategy, Financial Analysis, Finance, Analysis, Managerial Finance, Accounting, Sarbanes-Oxley Act, Due Diligence, Management, Valuation, Executive Management, Leadership, Process Improvement
Education
Wharton School 1995 — 1999
BS, Finance
University of Chicago GSB 2002 — 2004
MBA, Finance & Entrepreneurship
HealthPocket, Inc. 2015 - Present
eHealthInsurance August 2012 - 2015
Arcadian Health Plan 2010 - August 2012
Wells Fargo 2008 - 2010
Education Finance Partners 2007 - 2008
Adobe 2006 - 2007
Maxtor 2005 - 2006
McMorgan & Company 2004 - 2005
Flextronics 2001 - 2002
Lehman Brothers 1999 - 2000
Skills
Corporate Finance, Investments, Financial Planning, Capital Markets, Investment Banking, Strategic Financial..., Financial Modeling, Forecasting, Start-ups, Mergers & Acquisitions, Strategy, Financial Analysis, Finance, Analysis, Managerial Finance, Accounting, Sarbanes-Oxley Act, Due Diligence, Management, Valuation, Executive Management, Leadership, Process Improvement
Education
Wharton School 1995 — 1999
BS, Finance
University of Chicago GSB 2002 — 2004
MBA, Finance & Entrepreneurship
Danielle Leroux's Wells Fargo Experience July 2015 - Present
Job Credit Analyst II, AVP at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
KeyBank July 2013 - July 2015
Wells Fargo Insurance Services October 2012 - May 2013
AXA Advisors March 2012 - October 2012
Wells Fargo Insurance Services June 2012 - August 2012
Wells Fargo Insurance Services June 2011 - September 2011
Skills
Risk Management, Financial Analysis, Financial Risk, Financial Modeling, Banking, Credit, Investments, Microsoft Excel, Sales, Social Media, Analysis, Management, Financial Services
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo July 2015 - Present
KeyBank July 2013 - July 2015
Wells Fargo Insurance Services October 2012 - May 2013
AXA Advisors March 2012 - October 2012
Wells Fargo Insurance Services June 2012 - August 2012
Wells Fargo Insurance Services June 2011 - September 2011
Skills
Risk Management, Financial Analysis, Financial Risk, Financial Modeling, Banking, Credit, Investments, Microsoft Excel, Sales, Social Media, Analysis, Management, Financial Services
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Jacob Repasky's Wells Fargo Experience June 2014 - August 2014
Job Wells Fargo Commercial Real Estate FAP
Industry Real Estate
Experience
The Ohio State University February 2013 - Present
Wells Fargo June 2014 - August 2014
Zurich Insurance Company Ltd. May 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Marketing, Marketing Strategy, Pricing, Marketing Communications, Accurate Data Entry, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Leadership, Facebook, Data Analysis, Social Networking, Public Speaking, Time Management, Management, Finance, Financial Analysis, Research, Teamwork
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
B.S.B.A Finance, Finance
The Ohio State University February 2013 - Present
Wells Fargo June 2014 - August 2014
Zurich Insurance Company Ltd. May 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Marketing, Marketing Strategy, Pricing, Marketing Communications, Accurate Data Entry, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Leadership, Facebook, Data Analysis, Social Networking, Public Speaking, Time Management, Management, Finance, Financial Analysis, Research, Teamwork
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
B.S.B.A Finance, Finance
Jason Kraynak's Wells Fargo Experience June 2006 - July 2007
Job Consulting Group Analyst at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting October 2010 - Present
American Bank July 2007 - October 2010
Wells Fargo June 2006 - July 2007
Skills
Portfolio Management, Hedge Funds, Series 7, Series 66, Mutual Funds, Investments, Alternative Investments, Performance Reporting, Asset Management, Asset Allocation, Endowments, Foundations, High Net Worth..., Modern Portfolio Theory, Financial Analysis, Zephyr Style Advisor, Mortgage Lending, Mortgage Underwriting, Mortgage Banking, Credit Risk, Credit Analysis, Investment Strategies, Equities, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA)
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
Graystone Consulting October 2010 - Present
American Bank July 2007 - October 2010
Wells Fargo June 2006 - July 2007
Skills
Portfolio Management, Hedge Funds, Series 7, Series 66, Mutual Funds, Investments, Alternative Investments, Performance Reporting, Asset Management, Asset Allocation, Endowments, Foundations, High Net Worth..., Modern Portfolio Theory, Financial Analysis, Zephyr Style Advisor, Mortgage Lending, Mortgage Underwriting, Mortgage Banking, Credit Risk, Credit Analysis, Investment Strategies, Equities, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA)
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
Jim Lockhart Jim Lockhart's Wells Fargo Experience February 2011 - May 2011
Job Infrastructure Management Analyst – Senior Windows Server Engineer
Industry Information Technology and Services
Experience
Atos July 2015 - Present
Xerox Business Services May 2012 - June 2015
US Department of Transportation (DOT) October 2011 - April 2012
Wells Fargo February 2011 - May 2011
IBM March 2010 - May 2010
US Department of Homeland Security December 2008 - March 2010
Digital Interactive Research February 2007 - December 2008
EchoStar Corporation July 2006 - January 2007
Digital Interactive Research December 1999 - July 2006
American Technology Corp December 1998 - December 1999
Skills
VMware Infrastructure, Virtualization, VMware ESX, VMware Workstation, Windows Server, Windows Server 2003, Windows Server 2008 R2, Windows Server 2012, Computer Hardware, VPN, DNS, Active Directory, TCP/IP, Windows, Microsoft Exchange, Firewalls, DHCP, Operating Systems, Software Documentation, Microsoft Office, IIS, Printers, WAN, IP, HTML, Digital Imaging, Web Servers, Documentation, Word, Excel, Outlook, NT 4.0, SCSI, RAID, WLAN, Imaging, Network Cards, UPS, Peripherals, Photoshop, Networking
Education
The University of Akron 1977 — 1984
Associate of Arts and Sciences Electronic Technology, 3.8/4.0
The University of Akron 1977 — 1984
Bachelor's Degree, Clinical Psychology, 3.9/4.0
pluralsight
pluralsight
pluralsight
Atos July 2015 - Present
Xerox Business Services May 2012 - June 2015
US Department of Transportation (DOT) October 2011 - April 2012
Wells Fargo February 2011 - May 2011
IBM March 2010 - May 2010
US Department of Homeland Security December 2008 - March 2010
Digital Interactive Research February 2007 - December 2008
EchoStar Corporation July 2006 - January 2007
Digital Interactive Research December 1999 - July 2006
American Technology Corp December 1998 - December 1999
Skills
VMware Infrastructure, Virtualization, VMware ESX, VMware Workstation, Windows Server, Windows Server 2003, Windows Server 2008 R2, Windows Server 2012, Computer Hardware, VPN, DNS, Active Directory, TCP/IP, Windows, Microsoft Exchange, Firewalls, DHCP, Operating Systems, Software Documentation, Microsoft Office, IIS, Printers, WAN, IP, HTML, Digital Imaging, Web Servers, Documentation, Word, Excel, Outlook, NT 4.0, SCSI, RAID, WLAN, Imaging, Network Cards, UPS, Peripherals, Photoshop, Networking
Education
The University of Akron 1977 — 1984
Associate of Arts and Sciences Electronic Technology, 3.8/4.0
The University of Akron 1977 — 1984
Bachelor's Degree, Clinical Psychology, 3.9/4.0
pluralsight
pluralsight
pluralsight
William L. Denny, CRCM William L. Denny, CRCM's Wells Fargo Experience June 2011 - Present
Job VP & Operational Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2011 - Present
WELLS FARGO ENTERPRISE RISK MANAGEMENT GROUP November 2004 - March 2011
WELLS FARGO PREFERRED CAPITAL May 1998 - November 2004
Wells Fargo Financial January 1993 - May 1998
Wells Fargo Financial January 1990 - January 1993
Wells Fargo Financial January 1988 - January 1990
Wells Fargo Financial January 1987 - January 1988
Wells Fargo Financial January 1986 - January 1987
Skills
Financial Risk, Loans, Professional Experience, Compliance, Credit, Risk Management, Credit Cards, Financial Services, Portfolio Management, Internal Audit, Operational Risk, Underwriting, Operational Risk..., Budgets, AML, Process Improvement, Finance, Relationship Management, Fraud, Banking, Credit Analysis, Mortgage Lending, Training, Auditing, Executive Management, Business Development, Financial Analysis, Bank Secrecy Act, Loan Origination, Commercial Lending, Mortgage Banking, Consumer Lending, Credit Risk
Education
The Ohio State University - The Max M. Fisher College of Business 1980 — 1984
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
St. Peter's 1975 — 1979
Batchelor of Science in Business Administration, Finance & Marketing
Wells Fargo June 2011 - Present
WELLS FARGO ENTERPRISE RISK MANAGEMENT GROUP November 2004 - March 2011
WELLS FARGO PREFERRED CAPITAL May 1998 - November 2004
Wells Fargo Financial January 1993 - May 1998
Wells Fargo Financial January 1990 - January 1993
Wells Fargo Financial January 1988 - January 1990
Wells Fargo Financial January 1987 - January 1988
Wells Fargo Financial January 1986 - January 1987
Skills
Financial Risk, Loans, Professional Experience, Compliance, Credit, Risk Management, Credit Cards, Financial Services, Portfolio Management, Internal Audit, Operational Risk, Underwriting, Operational Risk..., Budgets, AML, Process Improvement, Finance, Relationship Management, Fraud, Banking, Credit Analysis, Mortgage Lending, Training, Auditing, Executive Management, Business Development, Financial Analysis, Bank Secrecy Act, Loan Origination, Commercial Lending, Mortgage Banking, Consumer Lending, Credit Risk
Education
The Ohio State University - The Max M. Fisher College of Business 1980 — 1984
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
St. Peter's 1975 — 1979
Batchelor of Science in Business Administration, Finance & Marketing
Tim Vinton Tim Vinton's Wells Fargo Experience January 2004 - January 2007
Job Financial Advisor at Catholic Financial Services
Industry Financial Services
Experience
Catholic Financial Services January 2000 - Present
Wells Fargo January 2004 - January 2007
Edward Jones January 1998 - January 2000
Skills
Retirement Income..., Series 66, Retirement Planning, Wealth Transfer, Series 7, Retirement, Wealth Management, Insurance Planning, Asset Allocation, Wealth Accumulation, Financial Planning, Estate Planning, IRA's, Investment Advisory, 401k, Financial Advisory, Annuities, High Net Worth..., Series 63, Investment Strategies, Securities, Mutual Funds, Investments, Asset Protection, Asset Management, Portfolio Management, Insurance, Charitable Giving, Roth IRA, Financial Advice, Financial Planners, IRAs, Fixed Annuities, Strategic Financial..., Wealth, Life Insurance, Long-term Care, Mortgage Lending, Term Life Insurance, Whole Life, 401k Rollovers, Wealth Management..., Finance
Education
The University of Akron 1998 — 2002
Bachelors, Financial Services
The University of Akron 1997 — 2002
Financial Planning and Services
Sidney
Catholic Financial Services January 2000 - Present
Wells Fargo January 2004 - January 2007
Edward Jones January 1998 - January 2000
Skills
Retirement Income..., Series 66, Retirement Planning, Wealth Transfer, Series 7, Retirement, Wealth Management, Insurance Planning, Asset Allocation, Wealth Accumulation, Financial Planning, Estate Planning, IRA's, Investment Advisory, 401k, Financial Advisory, Annuities, High Net Worth..., Series 63, Investment Strategies, Securities, Mutual Funds, Investments, Asset Protection, Asset Management, Portfolio Management, Insurance, Charitable Giving, Roth IRA, Financial Advice, Financial Planners, IRAs, Fixed Annuities, Strategic Financial..., Wealth, Life Insurance, Long-term Care, Mortgage Lending, Term Life Insurance, Whole Life, 401k Rollovers, Wealth Management..., Finance
Education
The University of Akron 1998 — 2002
Bachelors, Financial Services
The University of Akron 1997 — 2002
Financial Planning and Services
Sidney
Chantal Capodicasa's Wells Fargo Experience February 2009 - October 2012
Job SVP, Business Banking Manager Southern New Jersey
Industry Banking
Experience
Wells Fargo Bank October 2012 - Present
Wells Fargo February 2009 - October 2012
Wells Fargo April 2007 - February 2009
Wells Fargo March 2006 - April 2007
Wells Fargo February 2004 - February 2006
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit, Commercial Mortgages, Banking, Credit Analysis, Portfolio Management, Cash Management, Underwriting, Financial Analysis, Loan Origination, Risk Management, Management, Leadership, Financial Services, Credit Risk, Loans, Relationship Management, Retail Banking, Consumer Lending
Education
The University of Connecticut School of Business 1999 — 2003
BS, Finance
Wells Fargo Bank October 2012 - Present
Wells Fargo February 2009 - October 2012
Wells Fargo April 2007 - February 2009
Wells Fargo March 2006 - April 2007
Wells Fargo February 2004 - February 2006
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit, Commercial Mortgages, Banking, Credit Analysis, Portfolio Management, Cash Management, Underwriting, Financial Analysis, Loan Origination, Risk Management, Management, Leadership, Financial Services, Credit Risk, Loans, Relationship Management, Retail Banking, Consumer Lending
Education
The University of Connecticut School of Business 1999 — 2003
BS, Finance
Ilhan Erciyas's Wells Fargo Experience September 2014 - Present
Job Marketing Database Decision Strategy Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2014 - Present
Wells Fargo Bank April 2009 - Present
Wachovia July 2006 - April 2009
Progressive Insurance March 2003 - July 2006
Skills
SAS, Database Marketing, SAS programming, Credit Cards, Direct Marketing, Data Analysis, Analytics, Teradata, Segmentation, Data Mining, Predictive Modeling, Business Analytics, Strategy, Financial Services, Customer Acquisition, Data Warehousing, Statistical Modeling, SAS/SQL, Contact Strategy, Oracle SQL, Integrated Marketing..., Tableau, Campaign Performance...
Education
The University of Akron 2001 — 2003
MA, Economics
1994 — 1998
BA, Public Administration and Political Science
Wells Fargo September 2014 - Present
Wells Fargo Bank April 2009 - Present
Wachovia July 2006 - April 2009
Progressive Insurance March 2003 - July 2006
Skills
SAS, Database Marketing, SAS programming, Credit Cards, Direct Marketing, Data Analysis, Analytics, Teradata, Segmentation, Data Mining, Predictive Modeling, Business Analytics, Strategy, Financial Services, Customer Acquisition, Data Warehousing, Statistical Modeling, SAS/SQL, Contact Strategy, Oracle SQL, Integrated Marketing..., Tableau, Campaign Performance...
Education
The University of Akron 2001 — 2003
MA, Economics
1994 — 1998
BA, Public Administration and Political Science
Chris Kalin's Wells Fargo Experience August 2014 - Present
Job Vice President, Portfolio Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Wells Fargo July 2012 - August 2014
Wells Fargo May 2010 - July 2012
Wells Fargo May 2008 - May 2010
Osprey Financial Group May 2007 - May 2008
Merrill Lynch April 2006 - May 2008
Skills
Financial Modeling, Industry Research, Financial Analysis, Corporate Finance, Strategic Planning, Commercial Banking, Excel, Industry Analysis, Team Building, Competitive Analysis, Microsoft Excel, Strategy, Finance, Leadership, Portfolio Management, Investments, Management, Banking, Credit Analysis, Analysis, Due Diligence, Training, Sales, Mutual Funds, Credit, Securities, Risk Management, Commercial Lending, Mergers & Acquisitions, Investment Banking, Loans, Private Equity, Asset Allocation, Capital Markets, Equities
Education
The University of Chicago - Booth School of Business 2012 — 2014
MBA, Finance, Entrepreneurship, and Strategic Management
Vienna University of Economics and Business 2013 — 2013
International Summer University, International Business
University of North Florida - Coggin College of Business 2004 — 2008
BBA Honors, Finance, 3.8/4.0
Wells Fargo August 2014 - Present
Wells Fargo July 2012 - August 2014
Wells Fargo May 2010 - July 2012
Wells Fargo May 2008 - May 2010
Osprey Financial Group May 2007 - May 2008
Merrill Lynch April 2006 - May 2008
Skills
Financial Modeling, Industry Research, Financial Analysis, Corporate Finance, Strategic Planning, Commercial Banking, Excel, Industry Analysis, Team Building, Competitive Analysis, Microsoft Excel, Strategy, Finance, Leadership, Portfolio Management, Investments, Management, Banking, Credit Analysis, Analysis, Due Diligence, Training, Sales, Mutual Funds, Credit, Securities, Risk Management, Commercial Lending, Mergers & Acquisitions, Investment Banking, Loans, Private Equity, Asset Allocation, Capital Markets, Equities
Education
The University of Chicago - Booth School of Business 2012 — 2014
MBA, Finance, Entrepreneurship, and Strategic Management
Vienna University of Economics and Business 2013 — 2013
International Summer University, International Business
University of North Florida - Coggin College of Business 2004 — 2008
BBA Honors, Finance, 3.8/4.0
Bob Kramb Bob Kramb's Wells Fargo Experience January 2013 - Present
Job Analytics Manager VP at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Wells Fargo & Co. September 2011 - December 2012
Wells Fargo Home Mortgage September 2007 - September 2011
Wells Fargo Home Mortgage August 2005 - September 2007
Wells Fargo Home Mortgage October 2000 - August 2005
Norwest Mortgage April 1999 - October 2000
Skills
Loans, Mortgage Servicing, Credit, Loss Mitigation, Mortgage Lending, Business Process..., Process Improvement, Financial Risk, Analysis, Risk Management
Education
Winthrop University 2003 — 2005
M.B.A.
The Ohio State University Fisher College of Business 1994 — 1999
B.S. MGMT
Wells Fargo January 2013 - Present
Wells Fargo & Co. September 2011 - December 2012
Wells Fargo Home Mortgage September 2007 - September 2011
Wells Fargo Home Mortgage August 2005 - September 2007
Wells Fargo Home Mortgage October 2000 - August 2005
Norwest Mortgage April 1999 - October 2000
Skills
Loans, Mortgage Servicing, Credit, Loss Mitigation, Mortgage Lending, Business Process..., Process Improvement, Financial Risk, Analysis, Risk Management
Education
Winthrop University 2003 — 2005
M.B.A.
The Ohio State University Fisher College of Business 1994 — 1999
B.S. MGMT
Matt Margush Matt Margush's Wells Fargo Experience July 2004 - January 2006
Job Senior Software Engineer at Target Innovation Lab
Industry Internet
Experience
Target Innovation Lab November 2013 - Present
Target 2013 - 2015
Target 2013 - 2015
Amazon November 2012 - November 2013
ON24 May 2008 - November 2012
BEA Systems October 2007 - May 2008
Avenue A Razorfish January 2006 - October 2007
Wells Fargo July 2004 - January 2006
Medialinq September 2003 - July 2004
Fast Track Systems November 1999 - September 2003
Skills
Agile Methodologies, JSP, Eclipse, Java, Java Enterprise Edition, Software Development, SQL, Unix, JUnit, SOAP, JavaScript, JDBC, UML, Oracle, Web Applications, Servlets, EJB, Perl
Education
The University of Akron 1992 — 1996
BS, Industrial Management, MIS
Target Innovation Lab November 2013 - Present
Target 2013 - 2015
Target 2013 - 2015
Amazon November 2012 - November 2013
ON24 May 2008 - November 2012
BEA Systems October 2007 - May 2008
Avenue A Razorfish January 2006 - October 2007
Wells Fargo July 2004 - January 2006
Medialinq September 2003 - July 2004
Fast Track Systems November 1999 - September 2003
Skills
Agile Methodologies, JSP, Eclipse, Java, Java Enterprise Edition, Software Development, SQL, Unix, JUnit, SOAP, JavaScript, JDBC, UML, Oracle, Web Applications, Servlets, EJB, Perl
Education
The University of Akron 1992 — 1996
BS, Industrial Management, MIS
Mark Florian, CFA Mark Florian, CFA's Wells Fargo Experience April 2007 - November 2011
Job Credit Analyst at U.S. Bank
Industry Capital Markets
Experience
Wells Fargo April 2007 - November 2011
Wells Fargo Bank November 2005 - April 2007
JPMorgan Chase February 2001 - June 2005
Skills
proficiency in SEI,..., Investments, Portfolio Management, Investment Management, Mutual Funds, Equities, Uniform Combined State..., Fixed Income, Securities, Investment Strategies, Asset Allocation, Finance, Banking
Education
The Ohio State University - The Max M. Fisher College of Business 1996 — 2000
B.S., Finance
Wells Fargo April 2007 - November 2011
Wells Fargo Bank November 2005 - April 2007
JPMorgan Chase February 2001 - June 2005
Skills
proficiency in SEI,..., Investments, Portfolio Management, Investment Management, Mutual Funds, Equities, Uniform Combined State..., Fixed Income, Securities, Investment Strategies, Asset Allocation, Finance, Banking
Education
The Ohio State University - The Max M. Fisher College of Business 1996 — 2000
B.S., Finance
Greg Diersing Greg Diersing's Wells Fargo Experience November 2007 - July 2011
Job Engineer at Apparatus Infrastructure Services, A Virtusa Company
Industry Information Technology and Services
Experience
Apparatus Infrastructure Services, A Virtusa Company July 2011 - Present
Wells Fargo November 2007 - July 2011
Sogeti November 2006 - November 2007
Wells Fargo Insurance Services October 2003 - August 2006
ADESA Corporation January 1998 - September 2003
Skills
SharePoint, Active Directory, SQL Server, Windows, IIS, Windows Server, Security, Disaster Recovery, Troubleshooting, Data Center, VMware, SQL, Cloud Computing, Linux, SSRS, System Administration, Computer Forensics, Microsoft CRM, Microsoft SQL Server, Networking, Virtualization, Enterprise Architecture, Citrix, Web Hosting, IT Controls, Information Technology, Information Security, Information Security..., Identity Management, Group Policy, Microsoft Exchange, Problem Solving, Managed Services, Consulting, Team Leadership, Technical Leadership, ITIL Certified, Microsoft Technologies, Servers, VMware ESX, Enterprise Software
Education
The University of Akron 1990 — 1993
Criminal Justice
RB Chamberlin HS 1986 — 1990
Apparatus Infrastructure Services, A Virtusa Company July 2011 - Present
Wells Fargo November 2007 - July 2011
Sogeti November 2006 - November 2007
Wells Fargo Insurance Services October 2003 - August 2006
ADESA Corporation January 1998 - September 2003
Skills
SharePoint, Active Directory, SQL Server, Windows, IIS, Windows Server, Security, Disaster Recovery, Troubleshooting, Data Center, VMware, SQL, Cloud Computing, Linux, SSRS, System Administration, Computer Forensics, Microsoft CRM, Microsoft SQL Server, Networking, Virtualization, Enterprise Architecture, Citrix, Web Hosting, IT Controls, Information Technology, Information Security, Information Security..., Identity Management, Group Policy, Microsoft Exchange, Problem Solving, Managed Services, Consulting, Team Leadership, Technical Leadership, ITIL Certified, Microsoft Technologies, Servers, VMware ESX, Enterprise Software
Education
The University of Akron 1990 — 1993
Criminal Justice
RB Chamberlin HS 1986 — 1990
Ben Goates, MBA's Wells Fargo Experience 2005 - 2006
Job Vice President KeyBank CDL
Industry Real Estate
Experience
KeyBank 2014 - Present
Ohio Healthy Homes Network 2013 - 2015
Ohio Capital Corporation for Housing 2008 - 2014
Apartment Realty Advisors 2006 - 2007
Wells Fargo 2005 - 2006
Skills
Underwriting, Due Diligence, Affordable Housing, Relationship Management, Grant Writing, HUD, Tax Credits, FHLB, USDA Rural Housing, FHA financing, Conventional financing, LIHTC, Banking, Real Estate Development, Real Estate Transactions, Real Estate Financing, Business Strategy, Corporate Strategy, Project Management, Staff Development, Multi Family Properties, Brokerage, Capital Structure, Cross-functional Team..., Non-profit Consulting, Housing Development, Market Analysis, Marketing
Education
The Ohio State University - The Max M. Fisher College of Business
MBA, Corporate Strategy
University of Utah - David Eccles School of Business
Bachelors, Finance & Real Estate
KeyBank 2014 - Present
Ohio Healthy Homes Network 2013 - 2015
Ohio Capital Corporation for Housing 2008 - 2014
Apartment Realty Advisors 2006 - 2007
Wells Fargo 2005 - 2006
Skills
Underwriting, Due Diligence, Affordable Housing, Relationship Management, Grant Writing, HUD, Tax Credits, FHLB, USDA Rural Housing, FHA financing, Conventional financing, LIHTC, Banking, Real Estate Development, Real Estate Transactions, Real Estate Financing, Business Strategy, Corporate Strategy, Project Management, Staff Development, Multi Family Properties, Brokerage, Capital Structure, Cross-functional Team..., Non-profit Consulting, Housing Development, Market Analysis, Marketing
Education
The Ohio State University - The Max M. Fisher College of Business
MBA, Corporate Strategy
University of Utah - David Eccles School of Business
Bachelors, Finance & Real Estate
Jim Lowry Jim Lowry's Wells Fargo Experience July 2010 - November 2011
Job Research Analyst at The Florida State University Foundation
Industry Fund-Raising
Experience
Florida State University Foundation November 2011 - Present
Wells Fargo July 2010 - November 2011
Enterprise Holdings Inc. December 2008 - March 2010
Enterprise Rent-A-Car October 2005 - December 2008
Rocco's Pizza June 1997 - July 2005
Skills
Research, Analysis, Team Leadership, Critical Thinking, Attention To Detail, Problem Solving, Online Research, Data Analysis, Database Management, Data Mining, Fundraising, Sales Management, Sales, Marketing, Strategic Planning
Education
The University of Akron 2000 — 2005
Bachlor of Arts, Communications, Sales Management
Florida State University Foundation November 2011 - Present
Wells Fargo July 2010 - November 2011
Enterprise Holdings Inc. December 2008 - March 2010
Enterprise Rent-A-Car October 2005 - December 2008
Rocco's Pizza June 1997 - July 2005
Skills
Research, Analysis, Team Leadership, Critical Thinking, Attention To Detail, Problem Solving, Online Research, Data Analysis, Database Management, Data Mining, Fundraising, Sales Management, Sales, Marketing, Strategic Planning
Education
The University of Akron 2000 — 2005
Bachlor of Arts, Communications, Sales Management
Gina Peter Gina Peter's Wells Fargo Experience October 2014 - Present
Job Executive Vice President Division Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo August 2011 - Present
M&I Bank August 1981 - August 2011
Skills
Credit, Loans, Leadership, Small Business Lending, Banking, Marketing Strategy, Mortgage Lending, Wealth Management, Commercial Lending, Financial Services, Commercial Banking, Financial Analysis, Risk Management, Team Building, Strategy, Strategic Planning, Business Development
Education
The University of Chicago - Booth School of Business
MBA
University of Wisconsin-Madison
BBA
Wells Fargo October 2014 - Present
Wells Fargo August 2011 - Present
M&I Bank August 1981 - August 2011
Skills
Credit, Loans, Leadership, Small Business Lending, Banking, Marketing Strategy, Mortgage Lending, Wealth Management, Commercial Lending, Financial Services, Commercial Banking, Financial Analysis, Risk Management, Team Building, Strategy, Strategic Planning, Business Development
Education
The University of Chicago - Booth School of Business
MBA
University of Wisconsin-Madison
BBA
Jim Waetjen Jim Waetjen's Wells Fargo Experience 2010 - Present
Job Experienced Financial Institution Executive, with Mortgage and Retail Bank experience
Industry Financial Services
Experience
Wells Fargo 2010 - Present
Previously with World Savings / Wachovia Bank January 2009 - February 2013
Wachovia Bank 2006 - 2008
World Savings 1973 - 2006
Skills
Analysis, Budgets, Call Centers, Credit, Credit Risk, Executive Management, FHA, Financial Services, Investments, Leadership, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Program Management, Recruiting, Residential Mortgages, Risk Management, Software Documentation, Time Management, Team Building, Underwriting, Vendor Management, Banking, Organizational..., Refinance, Strategic Planning, Retail Banking, Training
Education
The University of Akron 1970 — 1972
Masters, Urban Studies
University of Wisconsin-Eau Claire 1966 — 1970
B.S., Geography
Wells Fargo 2010 - Present
Previously with World Savings / Wachovia Bank January 2009 - February 2013
Wachovia Bank 2006 - 2008
World Savings 1973 - 2006
Skills
Analysis, Budgets, Call Centers, Credit, Credit Risk, Executive Management, FHA, Financial Services, Investments, Leadership, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Program Management, Recruiting, Residential Mortgages, Risk Management, Software Documentation, Time Management, Team Building, Underwriting, Vendor Management, Banking, Organizational..., Refinance, Strategic Planning, Retail Banking, Training
Education
The University of Akron 1970 — 1972
Masters, Urban Studies
University of Wisconsin-Eau Claire 1966 — 1970
B.S., Geography
Eva (Varma) Ahmed Eva (Varma) Ahmed's Wells Fargo Experience November 2013 - Present
Job Manager, Strategic Initiatives at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo November 2013 - Present
Intrax July 2013 - November 2013
Intrax March 2012 - June 2013
Laureate Education, Inc., Kendall College February 2010 - April 2011
COMBIMATRIX CORPORATION July 2009 - October 2009
Wells Fargo June 2008 - August 2008
UCLA Alumni Association September 2004 - June 2007
Riordan Programs September 2003 - August 2004
Kaplan, Inc. September 2003 - August 2004
UCLA Orientation Program April 2001 - October 2001
Skills
Customer Service, Event Planning, Budgeting, Email Management, Strategic Planning, Marketing Strategy, Business Strategy, Social Media, Team Leadership, Public Speaking, Team Building, Marketing Communications, Event Management, Budgets, Strategy, Management, Cross-functional Team..., Marketing, Program Management, Leadership, Strategic Partnerships
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Entrepreneurship, Marketing Management and Strategic Management
University of California, Los Angeles 1999 — 2003
BA, Communication Studies, Minor in Political Science
Wells Fargo November 2013 - Present
Intrax July 2013 - November 2013
Intrax March 2012 - June 2013
Laureate Education, Inc., Kendall College February 2010 - April 2011
COMBIMATRIX CORPORATION July 2009 - October 2009
Wells Fargo June 2008 - August 2008
UCLA Alumni Association September 2004 - June 2007
Riordan Programs September 2003 - August 2004
Kaplan, Inc. September 2003 - August 2004
UCLA Orientation Program April 2001 - October 2001
Skills
Customer Service, Event Planning, Budgeting, Email Management, Strategic Planning, Marketing Strategy, Business Strategy, Social Media, Team Leadership, Public Speaking, Team Building, Marketing Communications, Event Management, Budgets, Strategy, Management, Cross-functional Team..., Marketing, Program Management, Leadership, Strategic Partnerships
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Entrepreneurship, Marketing Management and Strategic Management
University of California, Los Angeles 1999 — 2003
BA, Communication Studies, Minor in Political Science
Sean Dougherty Sean Dougherty's Wells Fargo Experience January 2013 - Present
Job Commercial Portfolio Manager Technology & Venture Banking Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
Wells Fargo August 2012 - January 2013
Wells Fargo Bank January 2010 - August 2012
The Ohio State University September 2006 - January 2010
Citi April 2008 - June 2009
Skills
Event Planning, Fundraising, Leadership, Underwriting, New Business Development, Commercial Banking, Time Management, Commercial Lending, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, Banking, Portfolio Management, Credit, Credit Analysis, Finance, Training
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Bachelor's degree, Finance
Wells Fargo January 2013 - Present
Wells Fargo August 2012 - January 2013
Wells Fargo Bank January 2010 - August 2012
The Ohio State University September 2006 - January 2010
Citi April 2008 - June 2009
Skills
Event Planning, Fundraising, Leadership, Underwriting, New Business Development, Commercial Banking, Time Management, Commercial Lending, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, Banking, Portfolio Management, Credit, Credit Analysis, Finance, Training
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Bachelor's degree, Finance
Chelsea Dean Chelsea Dean's Wells Fargo Experience January 2015 - June 2015
Job Client Services
Industry Banking
Experience
Wells Fargo January 2015 - June 2015
Wells Fargo November 2012 - October 2014
Wells Fargo May 2011 - November 2012
St. Mark's Lutheran School September 2007 - June 2010
Skills
Customer Service, Microsoft Excel, Credit, PowerPoint, Banking, Microsoft Office, Outlook, Loans, Microsoft Word, Data Entry, Leadership, Event Planning, Social Media, Public Speaking
Education
The University of British Columbia 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Wells Fargo January 2015 - June 2015
Wells Fargo November 2012 - October 2014
Wells Fargo May 2011 - November 2012
St. Mark's Lutheran School September 2007 - June 2010
Skills
Customer Service, Microsoft Excel, Credit, PowerPoint, Banking, Microsoft Office, Outlook, Loans, Microsoft Word, Data Entry, Leadership, Event Planning, Social Media, Public Speaking
Education
The University of British Columbia 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Marianne Cordora Marianne Cordora's Wells Fargo Experience January 1995 - November 2009
Job Syndicate Executive Regions Business Capital
Industry Banking
Experience
Regions Business Capital November 2009 - Present
Regions Business Capital January 2012 - January 2015
Wells Fargo January 1995 - November 2009
Continenal Illinois June 1980 - January 1995
Skills
Asset Based Lending, Loans, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Credit, Loan Origination, Portfolio Management, Underwriting, Corporate Finance, Leveraged Finance
Education
University of Chicago Graduate School of Business 1982 — 1984
MBA, Finance
Ursinus College
BA, Economics
Regions Business Capital November 2009 - Present
Regions Business Capital January 2012 - January 2015
Wells Fargo January 1995 - November 2009
Continenal Illinois June 1980 - January 1995
Skills
Asset Based Lending, Loans, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Credit, Loan Origination, Portfolio Management, Underwriting, Corporate Finance, Leveraged Finance
Education
University of Chicago Graduate School of Business 1982 — 1984
MBA, Finance
Ursinus College
BA, Economics
Tina Perruzzi Tina Perruzzi's Wells Fargo Experience August 2011 - June 2013
Job Benefits Administration
Industry Financial Services
Experience
The Ganim Group Inc July 2013 - August 2015
Wells Fargo August 2011 - June 2013
KEMBA Financial Credit Union December 2009 - June 2011
BRAVO BRIO Restaurant Group August 2007 - September 2010
Skills
Employee Benefits, Health Insurance, Human Resources, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Banking, Social Media, Teamwork, Retail, Restaurants, Hostesses, Receptionist Duties
Education
The Ohio State University Fisher College of Business 2005 — 2009
Bachelor of Science (BS)
The Ganim Group Inc July 2013 - August 2015
Wells Fargo August 2011 - June 2013
KEMBA Financial Credit Union December 2009 - June 2011
BRAVO BRIO Restaurant Group August 2007 - September 2010
Skills
Employee Benefits, Health Insurance, Human Resources, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Banking, Social Media, Teamwork, Retail, Restaurants, Hostesses, Receptionist Duties
Education
The Ohio State University Fisher College of Business 2005 — 2009
Bachelor of Science (BS)
Christina Dikareva Christina Dikareva's Wells Fargo Experience May 2005 - February 2006
Job CEO at Analyst Market
Industry Financial Services
Experience
Analyst Market January 2013 - Present
Single Family Office September 2011 - Present
Credit Suisse July 2009 - July 2011
Conversus Asset Management May 2007 - October 2008
Chemical Bank Trust and Investment Management March 2006 - January 2007
Wells Fargo May 2005 - February 2006
I Global August 2003 - April 2005
Dobson & Pinci Law Offices August 2002 - July 2003
Skills
Advanced Excel, VBA Programming, PerTrac, Sungard Investran, Alternative Investments, Portfolio Management, Operational Due..., Investment Due Diligence, Hedge Fund Manager..., Private Equity Manager..., Due Diligence, Private Equity, VBA, FX Options, Asset Allocation, Investments, Bloomberg, Securities, Risk Management, Venture Capital, Mutual Funds, Strategy, Emerging Markets, Hedge Funds, Asset Management
Education
The University of Chicago - Booth School of Business
MBA, Accounting, Finance, Economics
University of Michigan
BA, Pre-Medicine, Organizational Behavior
Analyst Market January 2013 - Present
Single Family Office September 2011 - Present
Credit Suisse July 2009 - July 2011
Conversus Asset Management May 2007 - October 2008
Chemical Bank Trust and Investment Management March 2006 - January 2007
Wells Fargo May 2005 - February 2006
I Global August 2003 - April 2005
Dobson & Pinci Law Offices August 2002 - July 2003
Skills
Advanced Excel, VBA Programming, PerTrac, Sungard Investran, Alternative Investments, Portfolio Management, Operational Due..., Investment Due Diligence, Hedge Fund Manager..., Private Equity Manager..., Due Diligence, Private Equity, VBA, FX Options, Asset Allocation, Investments, Bloomberg, Securities, Risk Management, Venture Capital, Mutual Funds, Strategy, Emerging Markets, Hedge Funds, Asset Management
Education
The University of Chicago - Booth School of Business
MBA, Accounting, Finance, Economics
University of Michigan
BA, Pre-Medicine, Organizational Behavior
Sergio Vucci, AMP Sergio Vucci, AMP's Wells Fargo Experience December 2011 - Present
Job Vice President, Correspondent Operations
Industry Financial Services
Experience
Wells Fargo December 2011 - Present
Wells Fargo January 2010 - November 2011
Wells Fargo September 2006 - December 2009
Skills
Leadership, Team Leadership, Leadership Development, Staff Development, Credit, Mortgage Banking, Team Building, Risk Management, Teamwork, Management, Loan Origination, Credit Analysis, FHA, Residential Mortgages, Consumer Lending, Loans, Mortgage Lending, Underwriting, Banking, Customer Service, Team Management, Cross-functional Team..., Team Motivation, Microsoft Office, Facilitation
Education
The School of the Art Institute of Chicago 2000 — 2004
Bachelor's degree, Art History, Criticism and Conservation
Wells Fargo December 2011 - Present
Wells Fargo January 2010 - November 2011
Wells Fargo September 2006 - December 2009
Skills
Leadership, Team Leadership, Leadership Development, Staff Development, Credit, Mortgage Banking, Team Building, Risk Management, Teamwork, Management, Loan Origination, Credit Analysis, FHA, Residential Mortgages, Consumer Lending, Loans, Mortgage Lending, Underwriting, Banking, Customer Service, Team Management, Cross-functional Team..., Team Motivation, Microsoft Office, Facilitation
Education
The School of the Art Institute of Chicago 2000 — 2004
Bachelor's degree, Art History, Criticism and Conservation
Sally Halsey Sally Halsey's Wells Fargo Experience May 1990 - May 1992
Job Seeking Administrative | Banking | NonProfit | Retail Opportunities
Industry Retail
Experience
Jo-Ann Stores, LLC. May 1999 - November 2014
The Urda Company - Advertising, Marketing, & Public Relations May 1997 - May 1999
Bayer July 1995 - February 1997
Loehmann's May 1992 - August 1993
Wells Fargo May 1990 - May 1992
Dillards June 1986 - March 1990
Skills
Relationship Builder, Customer Service, Customer Focus, Sales, Marketing, Customer Retention, Results-oriented, Team Builder, Banking, Loan Processing, Analytical, Detail-oriented, Data Management, Inventory Management, Forecasting, Replenishment, Allocation, Leadership, Merchandising, Purchasing, Loss Prevention, Management, Inventory Control, Proofreading, Quality Control, Advertising, SAP, JDA - Demand &..., Microsoft, Communication skills, Organization Skills, Strategy, Employee Training, Retail, Training
Education
The University of Akron 1980 — 1985
Bachelor of Science, Business Administration - Marketing
Firestone High School
Jo-Ann Stores, LLC. May 1999 - November 2014
The Urda Company - Advertising, Marketing, & Public Relations May 1997 - May 1999
Bayer July 1995 - February 1997
Loehmann's May 1992 - August 1993
Wells Fargo May 1990 - May 1992
Dillards June 1986 - March 1990
Skills
Relationship Builder, Customer Service, Customer Focus, Sales, Marketing, Customer Retention, Results-oriented, Team Builder, Banking, Loan Processing, Analytical, Detail-oriented, Data Management, Inventory Management, Forecasting, Replenishment, Allocation, Leadership, Merchandising, Purchasing, Loss Prevention, Management, Inventory Control, Proofreading, Quality Control, Advertising, SAP, JDA - Demand &..., Microsoft, Communication skills, Organization Skills, Strategy, Employee Training, Retail, Training
Education
The University of Akron 1980 — 1985
Bachelor of Science, Business Administration - Marketing
Firestone High School
Mustafa Ali Mustafa Ali's Wells Fargo Experience October 2009 - April 2011
Job Cloud & Mobility Consultant at Microsoft
Industry Computer Software
Experience
Microsoft October 2015 - Present
Microsoft July 2014 - September 2015
Hewlett-Packard 2013 - 2013
Fannie Mae April 2011 - June 2012
Wells Fargo October 2009 - April 2011
Capital Automotive REIT 2007 - 2008
Skills
Valuation, Due Diligence, Financial Reporting, Corporate Finance, Negotiation, Financial Modeling, Financial Analysis, Capital Markets, Finance, Bloomberg, Competitive Analysis, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
MBA
University of Pittsburgh 2000 — 2004
BSBA, Finance
Microsoft October 2015 - Present
Microsoft July 2014 - September 2015
Hewlett-Packard 2013 - 2013
Fannie Mae April 2011 - June 2012
Wells Fargo October 2009 - April 2011
Capital Automotive REIT 2007 - 2008
Skills
Valuation, Due Diligence, Financial Reporting, Corporate Finance, Negotiation, Financial Modeling, Financial Analysis, Capital Markets, Finance, Bloomberg, Competitive Analysis, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
MBA
University of Pittsburgh 2000 — 2004
BSBA, Finance
Michael Finer's Wells Fargo Experience September 2008 - December 2010
Job Sales Director at McGrawHill Higher Education
Industry Publishing
Experience
McGraw-Hill Education January 2015 - Present
McGraw-Hill Education January 2013 - January 2015
Cengage Learning September 2012 - January 2013
Pearson Education February 2011 - September 2012
Wells Fargo September 2008 - December 2010
Merrill Lynch September 2007 - June 2008
CITIGROUP December 2006 - June 2007
Skills
Financial Analysis, Financial Planning, Sales Management, Mortgage Underwriting, Efficiency Improvement, Marketing Strategy, Academic Publishing, Publishing, Banking, Credit, Finance, Investments, Loans, Leadership, Management, Mortgage Lending, Performance Improvement, Sales, Sales Operations, Sales Presentations, Salesforce.com, Strategic Financial..., Strategy, Wealth Management
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science, Finance
McGraw-Hill Education January 2015 - Present
McGraw-Hill Education January 2013 - January 2015
Cengage Learning September 2012 - January 2013
Pearson Education February 2011 - September 2012
Wells Fargo September 2008 - December 2010
Merrill Lynch September 2007 - June 2008
CITIGROUP December 2006 - June 2007
Skills
Financial Analysis, Financial Planning, Sales Management, Mortgage Underwriting, Efficiency Improvement, Marketing Strategy, Academic Publishing, Publishing, Banking, Credit, Finance, Investments, Loans, Leadership, Management, Mortgage Lending, Performance Improvement, Sales, Sales Operations, Sales Presentations, Salesforce.com, Strategic Financial..., Strategy, Wealth Management
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science, Finance
Richard J. Soares's Wells Fargo Experience 2014 - Present
Job Sr. Relationship Manager Market Data Business Advisory and Compliance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Deutsche Bank 2013 - 2014
EMC 2012 - 2013
Bloomberg LP 2008 - 2012
Bloomberg LP 2007 - 2008
OpenLink Financial 2005 - 2007
Thomson Reuters 2004 - 2005
Thomson Reuters 2002 - 2004
Thomson Reuters 2001 - 2002
Thomson Reuters 1999 - 2001
Skills
Fixed Income, Financial Markets, Bloomberg, CRM, Equities, Market Data, Business Development, Product Management, Commodity, Account Management, Analysis, Analytics, Bonds, Business Intelligence, Business Process, Emerging Markets, Enterprise Software, Financial Services, Foreign Exchange, Reference Data
Education
The University of Connecticut School of Business
MBA, Finance
The University of Connecticut
Bachelor of Sciences, Molecular and Cell Biology
Holy Cross High School
High School
Wells Fargo 2014 - Present
Deutsche Bank 2013 - 2014
EMC 2012 - 2013
Bloomberg LP 2008 - 2012
Bloomberg LP 2007 - 2008
OpenLink Financial 2005 - 2007
Thomson Reuters 2004 - 2005
Thomson Reuters 2002 - 2004
Thomson Reuters 2001 - 2002
Thomson Reuters 1999 - 2001
Skills
Fixed Income, Financial Markets, Bloomberg, CRM, Equities, Market Data, Business Development, Product Management, Commodity, Account Management, Analysis, Analytics, Bonds, Business Intelligence, Business Process, Emerging Markets, Enterprise Software, Financial Services, Foreign Exchange, Reference Data
Education
The University of Connecticut School of Business
MBA, Finance
The University of Connecticut
Bachelor of Sciences, Molecular and Cell Biology
Holy Cross High School
High School
Robert W. Smith's Wells Fargo Experience 2011 - Present
Job Senior VP Regional Business Development Officer, Wells Fargo Insurance
Industry Insurance
Experience
Wells Fargo 2011 - Present
Executive Service Corps of Southern California 2011 - Present
Boy Scouts of America 2011 - Present
Aon Risk Solutions 2003 - 2011
Marsh & McLennan Companies, Inc. 1999 - 2003
Arthur Andersen Business Consulting 1997 - 1999
Skills
Risk Management, Professional Liability, Leadership, Management, Negotiation, Account Management, Insurance, Mergers, Budgets, Financial Risk, Financial Analysis, Economics, Finance, Market Planning, Business Strategy, Business Planning, Business Analysis, Business Development, Mergers & Acquisitions, Strategic Planning, Underwriting, Leadership Development, Executive Management, Financial Services, Due Diligence, Management Consulting, Nonprofits, Strategy
Education
The University of Chicago - Booth School of Business 2000 — 2003
MBA, Economics, Finance, Strategy
University of Michigan 1992 — 1996
Bachelors, Philosophy, Psychology
Wells Fargo 2011 - Present
Executive Service Corps of Southern California 2011 - Present
Boy Scouts of America 2011 - Present
Aon Risk Solutions 2003 - 2011
Marsh & McLennan Companies, Inc. 1999 - 2003
Arthur Andersen Business Consulting 1997 - 1999
Skills
Risk Management, Professional Liability, Leadership, Management, Negotiation, Account Management, Insurance, Mergers, Budgets, Financial Risk, Financial Analysis, Economics, Finance, Market Planning, Business Strategy, Business Planning, Business Analysis, Business Development, Mergers & Acquisitions, Strategic Planning, Underwriting, Leadership Development, Executive Management, Financial Services, Due Diligence, Management Consulting, Nonprofits, Strategy
Education
The University of Chicago - Booth School of Business 2000 — 2003
MBA, Economics, Finance, Strategy
University of Michigan 1992 — 1996
Bachelors, Philosophy, Psychology
Robert Giacomo Robert Giacomo's Wells Fargo Experience 1997 - 2005
Job Mortgage Market Leader, Senior Vice President Westfield Bank FSB.
Industry Banking
Experience
Westfield Bank FSB May 2011 - Present
Mortgage One September 2007 - May 2011
American Home Mortgage 2005 - 2007
WELLS FARGO 1997 - 2005
Skills
Commercial Lending, Credit, Underwriting, Credit Analysis, Mortgage Banking, Banking, Mortgage Lending, Refinance, Residential Mortgages, Loan Origination, Loans, Sales Management, Sales, Real Estate, First Time Home Buyers, Real Estate Transactions, Residential Homes, Consumer Lending, USDA, FHA, VA loans, Construction Loans, Small Business Lending, FHA financing, Mortgage Underwriting
Education
The University of Akron 1980 — 1985
Political Science and Government
Norton High School 1975 — 1979
Westfield Bank FSB May 2011 - Present
Mortgage One September 2007 - May 2011
American Home Mortgage 2005 - 2007
WELLS FARGO 1997 - 2005
Skills
Commercial Lending, Credit, Underwriting, Credit Analysis, Mortgage Banking, Banking, Mortgage Lending, Refinance, Residential Mortgages, Loan Origination, Loans, Sales Management, Sales, Real Estate, First Time Home Buyers, Real Estate Transactions, Residential Homes, Consumer Lending, USDA, FHA, VA loans, Construction Loans, Small Business Lending, FHA financing, Mortgage Underwriting
Education
The University of Akron 1980 — 1985
Political Science and Government
Norton High School 1975 — 1979
Rene Liu Rene Liu's Wells Fargo Experience July 2014 - May 2015
Job Investment Banking Analyst at Venturi & Company LLC
Industry Investment Banking
Experience
Venturi & Company LLC May 2015 - Present
Wells Fargo July 2014 - May 2015
KeyBank September 2011 - June 2014
General Electric July 2010 - May 2011
Skills
Bloomberg Terminal, Mandarin, Banking, Treasury Management, Strategy, Corporate Finance, Analysis, Accounting, Investments, PowerPoint
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor of Science in Business Administration, Accounting and Finance
Beijing University - Guanghua School of Management
Business and Chinese
Centerville High School 2004 — 2007
Emily Carr Secondary School 2003 — 2004
Venturi & Company LLC May 2015 - Present
Wells Fargo July 2014 - May 2015
KeyBank September 2011 - June 2014
General Electric July 2010 - May 2011
Skills
Bloomberg Terminal, Mandarin, Banking, Treasury Management, Strategy, Corporate Finance, Analysis, Accounting, Investments, PowerPoint
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor of Science in Business Administration, Accounting and Finance
Beijing University - Guanghua School of Management
Business and Chinese
Centerville High School 2004 — 2007
Emily Carr Secondary School 2003 — 2004
Stephen Moy, CFA Stephen Moy, CFA's Wells Fargo Experience March 2011 - November 2014
Job Senior Investment Advisor at PNC
Industry Investment Management
Experience
PNC Wealth Management (Unofficial) November 2014 - Present
Wells Fargo March 2011 - November 2014
JPMorgan February 1992 - October 2010
JPMorgan October 1989 - January 1992
Skills
Wealth Management, Asset Allocation, Portfolio Management, Equities, Equity Derivatives, Private Equity, Fixed Income, Investment Advisory, Alternative Investments, Hedge Funds, Asset Management, Bloomberg, Business Development, Capital Markets, Derivatives, Due Diligence, Economics, Equity Valuation, Financial Modeling, Funding, Hedging, Investment Management, High Net Worth..., Investments, Investment Strategies, Mutual Funds, Risk Management, Securities, Series 63, Series 7, Structured Finance, Wealth Management..., Venture Capital
Education
The University of Chicago - Booth School of Business
MBA, Accounting and Finance
University of Iowa
BS, Economics
PNC Wealth Management (Unofficial) November 2014 - Present
Wells Fargo March 2011 - November 2014
JPMorgan February 1992 - October 2010
JPMorgan October 1989 - January 1992
Skills
Wealth Management, Asset Allocation, Portfolio Management, Equities, Equity Derivatives, Private Equity, Fixed Income, Investment Advisory, Alternative Investments, Hedge Funds, Asset Management, Bloomberg, Business Development, Capital Markets, Derivatives, Due Diligence, Economics, Equity Valuation, Financial Modeling, Funding, Hedging, Investment Management, High Net Worth..., Investments, Investment Strategies, Mutual Funds, Risk Management, Securities, Series 63, Series 7, Structured Finance, Wealth Management..., Venture Capital
Education
The University of Chicago - Booth School of Business
MBA, Accounting and Finance
University of Iowa
BS, Economics
Alyssa Premji's Wells Fargo Experience June 2008 - August 2008
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte October 2014 - Present
University of Chicago Booth School of Business September 2012 - June 2014
DaVita June 2013 - August 2013
Triage Consulting Group September 2009 - June 2012
Wells Fargo June 2008 - August 2008
Washington Mutual Card Services June 2007 - August 2007
Skills
Healthcare Consulting, Data Analysis, Revenue Cycle, Healthcare, Healthcare Industry, Research, Non-profits, Analysis, Fundraising, Microsoft Excel, Organizational..., Statistics, Public Speaking, Microsoft Office, External Audit, Client Service Oriented, Client Presentation, Nonprofits, Management, Training, Financial Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Economics, Operations, and General Management
University of California, Berkeley 2005 — 2009
BA, Political Science, Economics
Deloitte October 2014 - Present
University of Chicago Booth School of Business September 2012 - June 2014
DaVita June 2013 - August 2013
Triage Consulting Group September 2009 - June 2012
Wells Fargo June 2008 - August 2008
Washington Mutual Card Services June 2007 - August 2007
Skills
Healthcare Consulting, Data Analysis, Revenue Cycle, Healthcare, Healthcare Industry, Research, Non-profits, Analysis, Fundraising, Microsoft Excel, Organizational..., Statistics, Public Speaking, Microsoft Office, External Audit, Client Service Oriented, Client Presentation, Nonprofits, Management, Training, Financial Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Economics, Operations, and General Management
University of California, Berkeley 2005 — 2009
BA, Political Science, Economics
Cindy Nicholson Fessler 520.400.8289 Cindy Nicholson Fessler 520.400.8289's Wells Fargo Experience November 2002 - May 2009
Job Area Sales Manager | Commerce Mortgage
Industry Banking
Experience
Commerce Mortgage February 2015 - Present
Interbank Wholesale Mortgage January 2012 - Present
ACN July 2008 - June 2011
ACN Telecommunications June 2008 - July 2010
Wells Fargo November 2002 - May 2009
American Home Mortgage Corp August 2000 - November 2002
Skills
Lead Generation, Entrepreneurship, Performance Management, Email Marketing, Direct Sales, Customer Service, Management, Sales, Mobile Devices, Small Business, Telecommunications, Leadership, Training, Time Management, Business Networking, Loans, Cold Calling, Real Estate, New Business Development, Sellers, FHA, Team Building, Investment Properties, Marketing, First Time Home Buyers, Marketing Strategy, Coaching, Wireless, Mortgage Lending, Selling, Sales Management, Strategic Planning, Account Management, Mortgage Banking, Social Networking, Team Leadership, Negotiation, Budgets, Business Development, Social Media Marketing, Public Speaking
Education
University of Connecticut 1983 — 1988
Bachelor of Fine Arts, Pre-Med
The University of Connecticut School of Business
Commerce Mortgage February 2015 - Present
Interbank Wholesale Mortgage January 2012 - Present
ACN July 2008 - June 2011
ACN Telecommunications June 2008 - July 2010
Wells Fargo November 2002 - May 2009
American Home Mortgage Corp August 2000 - November 2002
Skills
Lead Generation, Entrepreneurship, Performance Management, Email Marketing, Direct Sales, Customer Service, Management, Sales, Mobile Devices, Small Business, Telecommunications, Leadership, Training, Time Management, Business Networking, Loans, Cold Calling, Real Estate, New Business Development, Sellers, FHA, Team Building, Investment Properties, Marketing, First Time Home Buyers, Marketing Strategy, Coaching, Wireless, Mortgage Lending, Selling, Sales Management, Strategic Planning, Account Management, Mortgage Banking, Social Networking, Team Leadership, Negotiation, Budgets, Business Development, Social Media Marketing, Public Speaking
Education
University of Connecticut 1983 — 1988
Bachelor of Fine Arts, Pre-Med
The University of Connecticut School of Business
Erin Eckstein Erin Eckstein's Wells Fargo Experience May 2015 - Present
Job Financial Analyst Intern at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Zoe Ma Ma January 2015 - Present
Institute of Cognitive Science December 2014 - Present
Chec February 2015 - May 2015
Magazine On-Campus Representative January 2014 - May 2014
Wells Fargo April 2014 - April 2014
Macy's January 2013 - May 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Prezi, Customer Service
Education
University of Colorado at Boulder 2012 — 2016
Bachelor's Degree, Major in Psychology, Minor in Business, Minor in Ecology and Evolutionary Biology
The Umbra Institute 2014 — 2014
Bachelor's degree, Psychology
Campolindo High School 2008 — 2012
Wells Fargo May 2015 - Present
Zoe Ma Ma January 2015 - Present
Institute of Cognitive Science December 2014 - Present
Chec February 2015 - May 2015
Magazine On-Campus Representative January 2014 - May 2014
Wells Fargo April 2014 - April 2014
Macy's January 2013 - May 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Prezi, Customer Service
Education
University of Colorado at Boulder 2012 — 2016
Bachelor's Degree, Major in Psychology, Minor in Business, Minor in Ecology and Evolutionary Biology
The Umbra Institute 2014 — 2014
Bachelor's degree, Psychology
Campolindo High School 2008 — 2012
Morgan Hus's Wells Fargo Experience June 2014 - August 2015
Job Analyst at BioMed Realty Trust
Industry Real Estate
Experience
BioMed Realty August 2015 - Present
Wells Fargo June 2014 - August 2015
Pacific Maintenance Company September 2011 - August 2013
UBS June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Financial Accounting, Teamwork, Organized
Education
University of San Diego 2012 — 2014
B.B.A., Finance, Summa Cum Laude
The University of Chicago - Booth School of Business 2013 — 2013
Summer Business Scholars Program
Presentation High School 2006 — 2010
BioMed Realty August 2015 - Present
Wells Fargo June 2014 - August 2015
Pacific Maintenance Company September 2011 - August 2013
UBS June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Financial Accounting, Teamwork, Organized
Education
University of San Diego 2012 — 2014
B.B.A., Finance, Summa Cum Laude
The University of Chicago - Booth School of Business 2013 — 2013
Summer Business Scholars Program
Presentation High School 2006 — 2010
Tony Cappell Tony Cappell's Wells Fargo Experience November 2008 - December 2012
Job Vice President, ABL Underwriter at First Midwest Bank
Industry Banking
Experience
First Midwest Bank July 2015 - Present
First Midwest Bank June 2014 - Present
Gibraltar Business Capital, LLC January 2013 - April 2014
Wells Fargo November 2008 - December 2012
Wisconsin Lifting Specialists January 2000 - August 2008
Skills
Credit, Accounting, Asset, Credit Analysis, Asset Based Lending, Cash Flow, Financial Analysis, Loans, Commercial Lending, Small Business Lending, Finance, Investments, Lines Of Credit, Underwriting, Middle Market, Due Diligence, Loan Origination, Portfolio Management
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Wisconsin-Milwaukee 2003 — 2008
BBA, Finance
First Midwest Bank July 2015 - Present
First Midwest Bank June 2014 - Present
Gibraltar Business Capital, LLC January 2013 - April 2014
Wells Fargo November 2008 - December 2012
Wisconsin Lifting Specialists January 2000 - August 2008
Skills
Credit, Accounting, Asset, Credit Analysis, Asset Based Lending, Cash Flow, Financial Analysis, Loans, Commercial Lending, Small Business Lending, Finance, Investments, Lines Of Credit, Underwriting, Middle Market, Due Diligence, Loan Origination, Portfolio Management
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Wisconsin-Milwaukee 2003 — 2008
BBA, Finance
Andrew R. Sparks Andrew R. Sparks's Wells Fargo Experience January 2010 - June 2011
Job Highly qualified Compliance Professional specializing in regulatory compliance matters
Industry Banking
Experience
Promontory Financial Group, LLC May 2011 - Present
Wells Fargo January 2010 - June 2011
Skills
Leadership, Banking, Management, Integration, Risk Management, AML, Due Diligence, Underwriting, Mortgage Servicing, Compliance Regulations, KYC, Bank Secrecy Act, Anti Money Laundering, Suspicious Activity..., OFAC, World Check, HMDA, RESPA, TILA, ECOA, USA PATRIOT Act
Education
The University of Connecticut School of Business
MBA/MA, Technology Management/Finance and International Studies
The University of Georgia
Bachelors of Arts, French Language and Culture
Promontory Financial Group, LLC May 2011 - Present
Wells Fargo January 2010 - June 2011
Skills
Leadership, Banking, Management, Integration, Risk Management, AML, Due Diligence, Underwriting, Mortgage Servicing, Compliance Regulations, KYC, Bank Secrecy Act, Anti Money Laundering, Suspicious Activity..., OFAC, World Check, HMDA, RESPA, TILA, ECOA, USA PATRIOT Act
Education
The University of Connecticut School of Business
MBA/MA, Technology Management/Finance and International Studies
The University of Georgia
Bachelors of Arts, French Language and Culture
Yelena Pigulko Yelena Pigulko's Wells Fargo Experience May 2010 - May 2011
Job Personal Banker at Chase
Industry Financial Services
Experience
JPMorgan Chase June 2011 - Present
Wells Fargo May 2010 - May 2011
Office Max Inc August 2006 - October 2009
JC Penney November 2004 - May 2006
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance
Columbus State Community College 2006 — 2008
Associate of Arts, AA
JPMorgan Chase June 2011 - Present
Wells Fargo May 2010 - May 2011
Office Max Inc August 2006 - October 2009
JC Penney November 2004 - May 2006
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance
Columbus State Community College 2006 — 2008
Associate of Arts, AA
Tzu-Chen (Suchi) Lee Tzu-Chen (Suchi) Lee's Wells Fargo Experience January 2008 - March 2009
Job World Community Service CoChair at Rotary Club of San Francisco Chinatown
Industry Nonprofit Organization Management
Experience
Christopher Lee, L.Ac. Acupuncture & Chinese Medicine February 2010 - Present
Wells Fargo January 2008 - March 2009
Wells Fargo October 2004 - December 2007
Wells Fargo January 2004 - September 2004
Wells Fargo February 2000 - December 2003
Wells Fargo December 1998 - January 2000
Wells Fargo May 1996 - November 1998
Wells Fargo December 1990 - April 1996
Wells Fargo February 1988 - November 1990
Wells Fargo June 1986 - January 1988
Education
The University of Chicago - Booth School of Business
MBA
University of Illinois at Urbana-Champaign
B.S.
Christopher Lee, L.Ac. Acupuncture & Chinese Medicine February 2010 - Present
Wells Fargo January 2008 - March 2009
Wells Fargo October 2004 - December 2007
Wells Fargo January 2004 - September 2004
Wells Fargo February 2000 - December 2003
Wells Fargo December 1998 - January 2000
Wells Fargo May 1996 - November 1998
Wells Fargo December 1990 - April 1996
Wells Fargo February 1988 - November 1990
Wells Fargo June 1986 - January 1988
Education
The University of Chicago - Booth School of Business
MBA
University of Illinois at Urbana-Champaign
B.S.
Steve Uhrman Steve Uhrman's Wells Fargo Experience April 2011 - Present
Job Project Manager at LPL Financial
Industry Financial Services
Experience
Wells Fargo April 2011 - Present
Wells Fargo January 2014 - August 2015
LPL Financial February 2013 - January 2014
Jawa/Eye Level Holdings May 2009 - May 2010
Integra Telecom January 2008 - May 2009
Inter-Tel Technologies September 1999 - June 2007
Skills
Microsoft Project, Microsoft Sharepoint, Microsoft Office, Oracle, Telecommunications, Telephony, Visio, Vendor Management, Call Center, PMP, Project Management, VoIP, Process Improvement, Business Analysis, SDLC, Requirements Analysis, Program Management, Team Leadership, Wireless, Managed Services, Data Center, Software Documentation, MS Project, Call Centers, Quality Assurance, Management, Leadership, PMO, Training, Security, Budgets, Cross-functional Team..., Integration, SharePoint, Disaster Recovery
Education
University of Phoenix 2005 — 2006
Masters, Business Management
The Ohio State University Fisher College of Business 1994 — 1999
BSBA, Logistics and Marketing
Wells Fargo April 2011 - Present
Wells Fargo January 2014 - August 2015
LPL Financial February 2013 - January 2014
Jawa/Eye Level Holdings May 2009 - May 2010
Integra Telecom January 2008 - May 2009
Inter-Tel Technologies September 1999 - June 2007
Skills
Microsoft Project, Microsoft Sharepoint, Microsoft Office, Oracle, Telecommunications, Telephony, Visio, Vendor Management, Call Center, PMP, Project Management, VoIP, Process Improvement, Business Analysis, SDLC, Requirements Analysis, Program Management, Team Leadership, Wireless, Managed Services, Data Center, Software Documentation, MS Project, Call Centers, Quality Assurance, Management, Leadership, PMO, Training, Security, Budgets, Cross-functional Team..., Integration, SharePoint, Disaster Recovery
Education
University of Phoenix 2005 — 2006
Masters, Business Management
The Ohio State University Fisher College of Business 1994 — 1999
BSBA, Logistics and Marketing
Angela McKinley Angela McKinley's Wells Fargo Experience September 2004 - June 2006
Job Underwriter at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank December 2006 - Present
Wells Fargo September 2004 - June 2006
BMW Financial Services January 1998 - September 2001
Skills
Underwriting, Commercial Lending, Credit, Small Business Lending, Loans, Process Improvement, Outlook, Refinance, Banking, Lending, Credit Analysis, Financial Analysis, Peer Mentoring, Training & Development
Education
The Ohio State University Fisher College of Business 1995 — 1998
Bachelor's Degree, Accounting
Unversity of Cincinnati 1992 — 1995
Associate's Degree, Business Administration and Management, General
Wells Fargo Bank December 2006 - Present
Wells Fargo September 2004 - June 2006
BMW Financial Services January 1998 - September 2001
Skills
Underwriting, Commercial Lending, Credit, Small Business Lending, Loans, Process Improvement, Outlook, Refinance, Banking, Lending, Credit Analysis, Financial Analysis, Peer Mentoring, Training & Development
Education
The Ohio State University Fisher College of Business 1995 — 1998
Bachelor's Degree, Accounting
Unversity of Cincinnati 1992 — 1995
Associate's Degree, Business Administration and Management, General
Jessica Baiguera's Wells Fargo Experience March 2015 - Present
Job Vice President, Operational Risk at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2015 - Present
Skills
Financial Analysis, Strategy, Business Strategy, Competitive Analysis, Corporate Finance, Business Analysis, Project Management, Project Planning, Business Development, Risk Management, Finance, Market Research, Analytics, Analysis, Risk Analysis
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA)
UNIVERSIDAD DEL PACIFICO
Bachelor
Wells Fargo March 2015 - Present
Skills
Financial Analysis, Strategy, Business Strategy, Competitive Analysis, Corporate Finance, Business Analysis, Project Management, Project Planning, Business Development, Risk Management, Finance, Market Research, Analytics, Analysis, Risk Analysis
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA)
UNIVERSIDAD DEL PACIFICO
Bachelor
Jun Xiao's Wells Fargo Experience 2013 - Present
Job Strategic Sourcing Manager at Wells Fargo Bank, NA
Industry Financial Services
Experience
Wells Fargo 2013 - Present
JPMorgan Chase 2011 - 2013
Abbott Laboratories 2007 - 2011
Owens Corning 2001 - 2007
Kane Magnetics International October 1999 - December 2001
Cremer Thermoprozessanlagen GmbH March 1995 - July 1997
Skills
Cross-functional Team..., Six Sigma, Strategic Sourcing, Lean Manufacturing, Procurement, Program Management, Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2006
MBA, Weidler Scholar Award Winner
Chongqing University
B.S. (Honor), Metallurgical and Materials Engineering
Iowa State University
MS, Materials Science
The Ohio State University - The Max M. Fisher College of Business
MBA, General
Wells Fargo 2013 - Present
JPMorgan Chase 2011 - 2013
Abbott Laboratories 2007 - 2011
Owens Corning 2001 - 2007
Kane Magnetics International October 1999 - December 2001
Cremer Thermoprozessanlagen GmbH March 1995 - July 1997
Skills
Cross-functional Team..., Six Sigma, Strategic Sourcing, Lean Manufacturing, Procurement, Program Management, Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2006
MBA, Weidler Scholar Award Winner
Chongqing University
B.S. (Honor), Metallurgical and Materials Engineering
Iowa State University
MS, Materials Science
The Ohio State University - The Max M. Fisher College of Business
MBA, General
Paul Schoper's Wells Fargo Experience 2008 - Present
Job Director, Wells Fargo Securities | Principal Investing
Industry Investment Management
Experience
Wells Fargo 2008 - Present
Wells Fargo Bank 2002 - 2007
Education
The University of Chicago Booth School of Business 2006 — 2009
MBA, Analytic Finance, Accounting, Entrepreneurship
University of Minnesota - Carlson School of Management 1998 — 2002
BSB, Finance
Wells Fargo 2008 - Present
Wells Fargo Bank 2002 - 2007
Education
The University of Chicago Booth School of Business 2006 — 2009
MBA, Analytic Finance, Accounting, Entrepreneurship
University of Minnesota - Carlson School of Management 1998 — 2002
BSB, Finance
John Ratledge's Wells Fargo Experience December 1994 - Present
Job VP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 1994 - Present
Neil Thall and Associates February 1994 - December 1994
Equifax October 1992 - February 1994
Skills
Predictive Modeling, Risk Analytics, SAS programming, Predictive Analytics, Statistical Modeling, SAS, Customer Analysis, Quantitative Analytics, Credit Risk, Cluster Analysis, Analytics, Marketing Analytics
Education
The University of Akron 1990 — 1992
M.S., Statistics
University of Colorado at Boulder 1980 — 1985
B.A., Mathematics
Wells Fargo December 1994 - Present
Neil Thall and Associates February 1994 - December 1994
Equifax October 1992 - February 1994
Skills
Predictive Modeling, Risk Analytics, SAS programming, Predictive Analytics, Statistical Modeling, SAS, Customer Analysis, Quantitative Analytics, Credit Risk, Cluster Analysis, Analytics, Marketing Analytics
Education
The University of Akron 1990 — 1992
M.S., Statistics
University of Colorado at Boulder 1980 — 1985
B.A., Mathematics
Rich Messemer's Wells Fargo Experience July 2013 - Present
Job Supply Chain Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
JPMorgan Chase February 2011 - July 2013
JPMorgan Chase January 2011 - July 2013
Goodyear Tire July 1997 - July 2006
Skills
Strategic Sourcing, Global Sourcing, Supply Management, Procurement, Spend Analysis, Supply Chain Management, Ariba, Process Improvement, Sourcing, Purchasing, Vendor Management, Supply Chain, Management, Outsourcing, Contract Negotiation
Education
The University of Akron 1993 — 1997
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University 1991 — 1996
Bachelor of Engineering (B.E.), Mechanical Engineering
Wells Fargo July 2013 - Present
JPMorgan Chase February 2011 - July 2013
JPMorgan Chase January 2011 - July 2013
Goodyear Tire July 1997 - July 2006
Skills
Strategic Sourcing, Global Sourcing, Supply Management, Procurement, Spend Analysis, Supply Chain Management, Ariba, Process Improvement, Sourcing, Purchasing, Vendor Management, Supply Chain, Management, Outsourcing, Contract Negotiation
Education
The University of Akron 1993 — 1997
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University 1991 — 1996
Bachelor of Engineering (B.E.), Mechanical Engineering
Patrick Smith's Wells Fargo Experience July 2007 - September 2011
Job VP, Channel Strategy & Customer Experience at Capital One
Industry Financial Services
Experience
Capital One September 2011 - Present
Wells Fargo July 2007 - September 2011
Bank of America September 2005 - July 2007
Accenture September 1998 - August 2005
Skills
Strategy, E-commerce, Digital Strategy, Management Consulting, Leadership, Marketing, Telecommunications, Team Management, Budgets, Customer Experience, Analytics, Banking, Business Analysis, Business Strategy, Change Management, Credit Risk, Cross-functional Team..., Financial Services, Management, Managerial Finance, Process Improvement, Product Management, Program Management, Risk Management, Strategic Planning, Vendor Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Virginia
Master's Degree, Information Technology
Tuskegee University
Bachelor's Degree, Finance
Capital One September 2011 - Present
Wells Fargo July 2007 - September 2011
Bank of America September 2005 - July 2007
Accenture September 1998 - August 2005
Skills
Strategy, E-commerce, Digital Strategy, Management Consulting, Leadership, Marketing, Telecommunications, Team Management, Budgets, Customer Experience, Analytics, Banking, Business Analysis, Business Strategy, Change Management, Credit Risk, Cross-functional Team..., Financial Services, Management, Managerial Finance, Process Improvement, Product Management, Program Management, Risk Management, Strategic Planning, Vendor Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Virginia
Master's Degree, Information Technology
Tuskegee University
Bachelor's Degree, Finance
Pamela Delfi's Wells Fargo Experience July 2006 - Present
Job Senior Vice President, CRM CrossSell Tools Strategy Manager
Industry Banking
Experience
Wells Fargo July 2006 - Present
Education
The University of Chicago 2007 — 2009
MBA
The University of Chicago Booth School of Business 2007 — 2009
MBA
Wells Fargo July 2006 - Present
Education
The University of Chicago 2007 — 2009
MBA
The University of Chicago Booth School of Business 2007 — 2009
MBA
Carol Durbin's Wells Fargo Experience 1989 - Present
Job Production Operations Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
WELLS FARGO 1989 - Present
Wells Fargo Home Mortgage September 1987 - Present
Wells Fargo Bank 1987 - Present
Skills
Loans, Mortgage Banking, FHA, Mortgage Lending, Loan Origination
Education
The University of Akron 1984 — 1986
WELLS FARGO 1989 - Present
Wells Fargo Home Mortgage September 1987 - Present
Wells Fargo Bank 1987 - Present
Skills
Loans, Mortgage Banking, FHA, Mortgage Lending, Loan Origination
Education
The University of Akron 1984 — 1986
Kimberly Dickerson's Wells Fargo Experience 1996 - 2000
Job Managing Director Office and Market Leader
Industry Management Consulting
Experience
Protiviti May 2005 - Present
Smith Whiley & Company 2000 - 2005
Wells Fargo 1996 - 2000
Continental Bank/Bank of America 1988 - 1996
Skills
Management, Leadership, Organizational..., Consulting, Business Process..., Enterprise Risk..., Business Process Mapping, Project Management, Internal Audit, Business Transformation, Financial Analysis, Operational Risk..., Risk Management, Governance, Management Consulting, Internal Controls, Credit Risk, Basel II
Education
The University of Chicago Booth School of Business
Protiviti May 2005 - Present
Smith Whiley & Company 2000 - 2005
Wells Fargo 1996 - 2000
Continental Bank/Bank of America 1988 - 1996
Skills
Management, Leadership, Organizational..., Consulting, Business Process..., Enterprise Risk..., Business Process Mapping, Project Management, Internal Audit, Business Transformation, Financial Analysis, Operational Risk..., Risk Management, Governance, Management Consulting, Internal Controls, Credit Risk, Basel II
Education
The University of Chicago Booth School of Business
Tom Shaughnessy's Wells Fargo Experience October 2008 - April 2009
Job PM, BA, Arhcitect, Test Mgr
Industry Information Technology and Services
Experience
Wolters Kluwer Financial Services 2010 - 2011
Wolters Kluwer Financial Services 2010 - 2011
TAC Worldwide January 2008 - March 2010
Wells Fargo October 2008 - April 2009
Wells Fargo October 2008 - April 2009
Medtronic 2005 - 2005
Skills
Databases, Agile Methodologies, Software Development, Business Analysis, SDLC, Vendor Management, Project Management, Process Improvement, Integration, Visio, Business Intelligence, Requirements Analysis, Technical Recruiting
Education
Tuck School of Business at Dartmouth
Wolters Kluwer Financial Services 2010 - 2011
Wolters Kluwer Financial Services 2010 - 2011
TAC Worldwide January 2008 - March 2010
Wells Fargo October 2008 - April 2009
Wells Fargo October 2008 - April 2009
Medtronic 2005 - 2005
Skills
Databases, Agile Methodologies, Software Development, Business Analysis, SDLC, Vendor Management, Project Management, Process Improvement, Integration, Visio, Business Intelligence, Requirements Analysis, Technical Recruiting
Education
Tuck School of Business at Dartmouth
Lorraine Ewing's Wells Fargo Experience 2012 - 2014
Job SVP at Wachovia
Industry Banking
Experience
Wachovia June 2007 - Present
Wells Fargo 2012 - 2014
Wells Fargo 2009 - 2009
Bank of America 1994 - 2007
Skills
Banking, Loans, Mortgage Lending, Credit, Risk Management, Commercial Lending, Relationship Management, Retail Banking, Commercial Banking, Portfolio Management, Financial Services, Financial Risk, Credit Risk, Consumer Lending, Credit Analysis
Education
The University of Texas at Austin 1986 — 1988
MBA
The University of Akron 1982 — 1986
BS
Wachovia June 2007 - Present
Wells Fargo 2012 - 2014
Wells Fargo 2009 - 2009
Bank of America 1994 - 2007
Skills
Banking, Loans, Mortgage Lending, Credit, Risk Management, Commercial Lending, Relationship Management, Retail Banking, Commercial Banking, Portfolio Management, Financial Services, Financial Risk, Credit Risk, Consumer Lending, Credit Analysis
Education
The University of Texas at Austin 1986 — 1988
MBA
The University of Akron 1982 — 1986
BS
cooke sunoo's Wells Fargo Experience 2001 - Present
Job ..
Industry Nonprofit Organization Management
Experience
Los Angeles Mogolian Association 2009 - Present
CA Small Business Board April 2005 - Present
Wells Fargo 2001 - Present
Asian Pacific Community Fund 2010 - 2012
Asian Pacific Islander Small Business Program 1999 - 2010
LTSC Community Development Corporation 1999 - 2010
CRA of the City of LA 1979 - 1999
Skills
Government Relations, Community Outreach, Government Liaison, Non-profits, Economic Development, Public Policy, Nonprofits, Fundraising, Community Development, Grant Writing, Policy, Program Development, Politics, Government
Education
Central Methodist College (now University)
BA
The University of British Columbia
Masters Urban Planning
Los Angeles Mogolian Association 2009 - Present
CA Small Business Board April 2005 - Present
Wells Fargo 2001 - Present
Asian Pacific Community Fund 2010 - 2012
Asian Pacific Islander Small Business Program 1999 - 2010
LTSC Community Development Corporation 1999 - 2010
CRA of the City of LA 1979 - 1999
Skills
Government Relations, Community Outreach, Government Liaison, Non-profits, Economic Development, Public Policy, Nonprofits, Fundraising, Community Development, Grant Writing, Policy, Program Development, Politics, Government
Education
Central Methodist College (now University)
BA
The University of British Columbia
Masters Urban Planning
Ravikumar Viswanatha's Wells Fargo Experience December 2014 - Present
Job Quantitative Analytics Consultant, Wells Fargo Home Lending, Capital Makets Finance
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Capital One June 2011 - December 2014
Capital One Financial Services March 2010 - May 2011
Capital One July 2006 - March 2010
Capital One August 2002 - June 2006
EMC Corporation November 1997 - July 1999
BDM December 1995 - October 1997
Skills
SAS Programming, Time Series Analysis, SQL, Teradata, Oracle, J2EE Web Services, C++, Project Management, Business Process..., Financial Analysis, Credit Risk, Business Analytics, Commercial Lending
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance, and Strategy
Virginia Polytechnic Institute and State University
Master of Science (MS), Computer Science
Wells Fargo December 2014 - Present
Capital One June 2011 - December 2014
Capital One Financial Services March 2010 - May 2011
Capital One July 2006 - March 2010
Capital One August 2002 - June 2006
EMC Corporation November 1997 - July 1999
BDM December 1995 - October 1997
Skills
SAS Programming, Time Series Analysis, SQL, Teradata, Oracle, J2EE Web Services, C++, Project Management, Business Process..., Financial Analysis, Credit Risk, Business Analytics, Commercial Lending
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance, and Strategy
Virginia Polytechnic Institute and State University
Master of Science (MS), Computer Science
Cathy Lo Brown's Wells Fargo Experience March 2015 - Present
Job VP & Manager, Customer Retention Marketing and RFPs at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo November 2004 - Present
Walnut Acres Elementary School Parent Faculty Club May 2013 - April 2014
Wells Fargo November 2002 - November 2004
Wells Fargo December 2000 - November 2002
ZuluSports.com 1999 - 2000
eGroups 1999 - 1999
Intuit 1998 - 1999
American Airlines 1996 - 1998
Mellon Capital Management August 1989 - August 1994
Skills
Customer Advocacy, Customer Experience, Product Marketing, Business Strategy, Marketing Strategy, Strategy Development, Program Management, Strategic Partnerships, Portfolio Management, Team Building, Cross-functional Team..., Online Marketing, Marketing Communications, Budgeting, Direct Marketing, Market Research, Database Marketing, Credit Cards, Marketing Management, Contract Negotiation, Multi-channel Marketing, Segmentation, Channel Marketing, Vendor Management, Alliances, Start-ups, Email Marketing, Customer Insight, Loyalty Marketing, Strategy, Business Alliances, Management, Product Management, Marketing, Leadership, Analytics, Strategic Planning
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Marketing & Finance
University of California, Berkeley 1985 — 1989
BS, Business Administration, Finance & Marketing
Wells Fargo March 2015 - Present
Wells Fargo November 2004 - Present
Walnut Acres Elementary School Parent Faculty Club May 2013 - April 2014
Wells Fargo November 2002 - November 2004
Wells Fargo December 2000 - November 2002
ZuluSports.com 1999 - 2000
eGroups 1999 - 1999
Intuit 1998 - 1999
American Airlines 1996 - 1998
Mellon Capital Management August 1989 - August 1994
Skills
Customer Advocacy, Customer Experience, Product Marketing, Business Strategy, Marketing Strategy, Strategy Development, Program Management, Strategic Partnerships, Portfolio Management, Team Building, Cross-functional Team..., Online Marketing, Marketing Communications, Budgeting, Direct Marketing, Market Research, Database Marketing, Credit Cards, Marketing Management, Contract Negotiation, Multi-channel Marketing, Segmentation, Channel Marketing, Vendor Management, Alliances, Start-ups, Email Marketing, Customer Insight, Loyalty Marketing, Strategy, Business Alliances, Management, Product Management, Marketing, Leadership, Analytics, Strategic Planning
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Marketing & Finance
University of California, Berkeley 1985 — 1989
BS, Business Administration, Finance & Marketing
Melissa Diethelm Selner's Wells Fargo Experience May 2009 - May 2012
Job Portfolio Manager Team Lead at Huntington National Bank
Industry Banking
Experience
Huntington National Bank December 2013 - Present
Huntington National Bank June 2012 - December 2013
Wells Fargo May 2009 - May 2012
Wells Fargo January 2009 - May 2009
Wells Fargo June 2007 - January 2009
Smith Barney February 2006 - June 2007
Education
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Huntington National Bank December 2013 - Present
Huntington National Bank June 2012 - December 2013
Wells Fargo May 2009 - May 2012
Wells Fargo January 2009 - May 2009
Wells Fargo June 2007 - January 2009
Smith Barney February 2006 - June 2007
Education
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
William Buck's Wells Fargo Experience 2001 - 2005
Job SVP, Head of Operations
Industry Financial Services
Experience
Verus Consulting Group LLC November 2008 - Present
FTN Financial October 2005 - Present
Wells Fargo 2001 - 2005
Financial Industry Technical Services 1999 - 2001
McDonald Investments 1997 - 1999
KeyBank 1994 - 1997
Skills
Securities, Fixed Income, Capital Markets, Series 7, Derivatives, Equities, Risk Management, Trading, Portfolio Management, Mutual Funds, Asset Managment, Banking, FINOP, Series 53
Education
The University of Akron 1989 — 1994
B.S.
Verus Consulting Group LLC November 2008 - Present
FTN Financial October 2005 - Present
Wells Fargo 2001 - 2005
Financial Industry Technical Services 1999 - 2001
McDonald Investments 1997 - 1999
KeyBank 1994 - 1997
Skills
Securities, Fixed Income, Capital Markets, Series 7, Derivatives, Equities, Risk Management, Trading, Portfolio Management, Mutual Funds, Asset Managment, Banking, FINOP, Series 53
Education
The University of Akron 1989 — 1994
B.S.
Anjana Nambiar's Wells Fargo Experience July 2011 - Present
Job Wells Fargo Bank N.A
Industry Banking
Experience
Wells Fargo July 2011 - Present
Wachovia Bank 2004 - 2008
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Loans, Commercial Lending
Education
The University of Connecticut School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
Wells Fargo July 2011 - Present
Wachovia Bank 2004 - 2008
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Loans, Commercial Lending
Education
The University of Connecticut School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
Erick Druehl's Wells Fargo Experience December 2000 - Present
Job Vice President, Commercial Real Estate at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2000 - Present
Key Bank June 1999 - December 2000
Skills
Commercial Lending, Loans, Real Estate Economics, Credit Analysis, Real Estate Financing, Underwriting, Credit, Portfolio Management, Real Estate, Commercial Real Estate, Investments, Banking, Valuation, Credit Risk
Education
The Ohio State University - The Max M. Fisher College of Business 1997 — 1999
MBA, Corporate Finance
University of California, Riverside 1990 — 1994
BS, Business Administration
Wells Fargo December 2000 - Present
Key Bank June 1999 - December 2000
Skills
Commercial Lending, Loans, Real Estate Economics, Credit Analysis, Real Estate Financing, Underwriting, Credit, Portfolio Management, Real Estate, Commercial Real Estate, Investments, Banking, Valuation, Credit Risk
Education
The Ohio State University - The Max M. Fisher College of Business 1997 — 1999
MBA, Corporate Finance
University of California, Riverside 1990 — 1994
BS, Business Administration
Deanna Elliott's Wells Fargo Experience January 2014 - Present
Job Consultant at JPMorgan Chase
Industry Hospital & Health Care
Experience
Wells Fargo January 2014 - Present
JPMorgan Chase May 2013 - December 2013
CVS Caremark Corporation September 2012 - March 2013
CVS/Caremark September 2009 - August 2012
Cardinal Health January 2007 - May 2009
Nationwide Insurance June 2006 - February 2009
JPMorgan Chase September 2001 - June 2006
JPMorgan Chase October 1996 - September 2001
JPMorgan Chase June 1993 - October 1996
Skills
SDLC, Project Management, Program Management, Release Management, Vendor Management, Software Documentation, Process Improvement, Integration, Business Process, Change Management, Risk Management, Access, Outsourcing, PMO, Training, Testing, Analysis, Scrum, Databases, Business Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 1978 — 1982
BS Business Administration, Production & Operations Mgmt
University of Colorado at Boulder 1999 — 1999
Certification in Project Management, Project Management
Wells Fargo January 2014 - Present
JPMorgan Chase May 2013 - December 2013
CVS Caremark Corporation September 2012 - March 2013
CVS/Caremark September 2009 - August 2012
Cardinal Health January 2007 - May 2009
Nationwide Insurance June 2006 - February 2009
JPMorgan Chase September 2001 - June 2006
JPMorgan Chase October 1996 - September 2001
JPMorgan Chase June 1993 - October 1996
Skills
SDLC, Project Management, Program Management, Release Management, Vendor Management, Software Documentation, Process Improvement, Integration, Business Process, Change Management, Risk Management, Access, Outsourcing, PMO, Training, Testing, Analysis, Scrum, Databases, Business Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 1978 — 1982
BS Business Administration, Production & Operations Mgmt
University of Colorado at Boulder 1999 — 1999
Certification in Project Management, Project Management
Jyoti Shekhar's Wells Fargo Experience July 2013 - Present
Job Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo August 2009 - Present
Wachovia Corporation September 1997 - August 2009
Strategic Staffing Solutions December 1995 - September 1997
Skills
Data Warehousing, Oracle E-Business Suite, Oracle RAC, Oracle, High Availability, Business Analysis, SDLC, Performance Tuning, PL/SQL, Unix, Databases, Data Migration, Disaster Recovery, ETL, Data Modeling, Enterprise Architecture, Database Design, RMAN, Unix Shell Scripting, Solaris, SQL Tuning, Oracle Applications, AIX, Replication, DB2, Database Administration, Data Guard, SSIS, SQL*Plus, T-SQL, Data Warehouse..., Erwin, Data Integration, Relational Databases, HP-UX, Sybase, Toad, Shell Scripting, Oracle Enterprise..., Autosys, Production Support, Data Architecture, SQL
Education
The University of Akron
MS
Wells Fargo July 2013 - Present
Wells Fargo August 2009 - Present
Wachovia Corporation September 1997 - August 2009
Strategic Staffing Solutions December 1995 - September 1997
Skills
Data Warehousing, Oracle E-Business Suite, Oracle RAC, Oracle, High Availability, Business Analysis, SDLC, Performance Tuning, PL/SQL, Unix, Databases, Data Migration, Disaster Recovery, ETL, Data Modeling, Enterprise Architecture, Database Design, RMAN, Unix Shell Scripting, Solaris, SQL Tuning, Oracle Applications, AIX, Replication, DB2, Database Administration, Data Guard, SSIS, SQL*Plus, T-SQL, Data Warehouse..., Erwin, Data Integration, Relational Databases, HP-UX, Sybase, Toad, Shell Scripting, Oracle Enterprise..., Autosys, Production Support, Data Architecture, SQL
Education
The University of Akron
MS
Oliver Campbell's Wells Fargo Experience May 2013 - Present
Job SVP, Sr. Investment Strategist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo May 2013 - Present
First Republic Bank December 2011 - September 2012
City National Bank March 2001 - December 2011
Arizona State Retirement System August 1996 - April 2000
DSI International Management September 1993 - July 1996
General Dynamics Corp. September 1991 - September 1993
Wilshire Associates February 1990 - September 1991
Mellon Bank August 1985 - February 1990
Skills
Portfolio Management, Equity Derivatives, Trading, Equities, Investments, Derivatives, Equity Research, Portfolios
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Finance
University of Arizona 1978 — 1982
SB, Finance
Institute for European Studies 1980 — 1981
NA, Liberal Arts
Wells Fargo May 2013 - Present
First Republic Bank December 2011 - September 2012
City National Bank March 2001 - December 2011
Arizona State Retirement System August 1996 - April 2000
DSI International Management September 1993 - July 1996
General Dynamics Corp. September 1991 - September 1993
Wilshire Associates February 1990 - September 1991
Mellon Bank August 1985 - February 1990
Skills
Portfolio Management, Equity Derivatives, Trading, Equities, Investments, Derivatives, Equity Research, Portfolios
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Finance
University of Arizona 1978 — 1982
SB, Finance
Institute for European Studies 1980 — 1981
NA, Liberal Arts
Gil Davis's Wells Fargo Experience August 2000 - Present
Job Infomation Security Engineer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2000 - Present
Modern Solutions, Inc. January 2000 - August 2000
Principal Financial Group November 1998 - January 2000
Cedarwood Development April 1997 - November 1998
US Army August 1986 - August 1990
Skills
Disaster Recovery, Process Improvement, Troubleshooting, Information Security, Network Administration, Visio, Microsoft Technologies, Cloud Computing, Windows Server, Firewalls, Active Directory, Risk Management, Identity Management, CISSP, XP, Leadership, SharePoint, Security, Project Management, Windows XP, Network Security, Information Security..., Integration
Education
The University of Akron 1992 — 1996
BS, Accounting
Wells Fargo August 2000 - Present
Modern Solutions, Inc. January 2000 - August 2000
Principal Financial Group November 1998 - January 2000
Cedarwood Development April 1997 - November 1998
US Army August 1986 - August 1990
Skills
Disaster Recovery, Process Improvement, Troubleshooting, Information Security, Network Administration, Visio, Microsoft Technologies, Cloud Computing, Windows Server, Firewalls, Active Directory, Risk Management, Identity Management, CISSP, XP, Leadership, SharePoint, Security, Project Management, Windows XP, Network Security, Information Security..., Integration
Education
The University of Akron 1992 — 1996
BS, Accounting
Soohyun Chon's Wells Fargo Experience 2013 - Present
Job Strategy Consultant at Wells Fargo
Industry Hospital & Health Care
Experience
Wells Fargo 2013 - Present
Kaiser Permanente 2011 - 2013
Kaiser Permanente IT 2007 - 2011
MSCI Barra 2005 - 2007
Bayer HealthCare 1998 - 2005
Chevron 1995 - 1998
East West Center 1993 - 1994
Skills
Financial Modeling, Valuation, Mergers, Strategy, Forecasting, Private Equity, Competitive Analysis, Analysis, Portfolio Management, Corporate Development, Investment Banking, Strategic Planning, Accounting, Equities, Finance, Business Development, Management Consulting, Financial Analysis, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business
MBA, Finance and Marketing
University of Michigan
PhD, Economic Geography
Wells Fargo 2013 - Present
Kaiser Permanente 2011 - 2013
Kaiser Permanente IT 2007 - 2011
MSCI Barra 2005 - 2007
Bayer HealthCare 1998 - 2005
Chevron 1995 - 1998
East West Center 1993 - 1994
Skills
Financial Modeling, Valuation, Mergers, Strategy, Forecasting, Private Equity, Competitive Analysis, Analysis, Portfolio Management, Corporate Development, Investment Banking, Strategic Planning, Accounting, Equities, Finance, Business Development, Management Consulting, Financial Analysis, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business
MBA, Finance and Marketing
University of Michigan
PhD, Economic Geography
Terry Welf's Wells Fargo Experience August 2004 - October 2008
Job Credit Risk Manager with Excellent Analytical Skills & Experience
Industry Financial Services
Experience
Wells Fargo August 2004 - October 2008
CitiGroup June 2002 - August 2004
General Electric Credit February 2000 - June 2002
Branch Banking & Trust September 1997 - February 2000
First Card June 1990 - September 1997
Skills
Portfolio Management, Risk Management, Financial Risk
Education
The University of Chicago Booth School of Business 1974 — 1977
MBA, finance and international business
University of Michigan 1970 — 1972
MSI&OE, Operations Research
University of Michigan 1966 — 1970
BSIE, Industrial Engineering
Wells Fargo August 2004 - October 2008
CitiGroup June 2002 - August 2004
General Electric Credit February 2000 - June 2002
Branch Banking & Trust September 1997 - February 2000
First Card June 1990 - September 1997
Skills
Portfolio Management, Risk Management, Financial Risk
Education
The University of Chicago Booth School of Business 1974 — 1977
MBA, finance and international business
University of Michigan 1970 — 1972
MSI&OE, Operations Research
University of Michigan 1966 — 1970
BSIE, Industrial Engineering
Acharya Dabit's Wells Fargo Experience August 2014 - Present
Job Data Warehouse Architect
Industry Banking
Experience
Wells Fargo August 2014 - Present
TMX Finance March 2014 - August 2014
JPMorgan Chase July 2012 - February 2014
PNC Bank March 2011 - October 2012
National City Now a part of PNC November 2007 - March 2011
Consulting 2005 - 2007
Skills
Data Warehousing, Informatica, Data Warehouse..., Business Intelligence, Data Integration, Data Modeling, SDLC, SQL, Teradata, ETL, Enterprise Architecture, Unix Shell Scripting, Database Admin, Business Objects, DB2
Education
The University of Akron 2004 — 2006
MS, Engineering
Wells Fargo August 2014 - Present
TMX Finance March 2014 - August 2014
JPMorgan Chase July 2012 - February 2014
PNC Bank March 2011 - October 2012
National City Now a part of PNC November 2007 - March 2011
Consulting 2005 - 2007
Skills
Data Warehousing, Informatica, Data Warehouse..., Business Intelligence, Data Integration, Data Modeling, SDLC, SQL, Teradata, ETL, Enterprise Architecture, Unix Shell Scripting, Database Admin, Business Objects, DB2
Education
The University of Akron 2004 — 2006
MS, Engineering
Peter von Alt's Wells Fargo Experience May 2013 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo May 2013 - Present
Morgan Stanley August 2002 - April 2013
US Army June 1994 - June 1999
Skills
Investment Banking, Private Equity, Corporate Finance, Financial Modeling, Valuation, Equities, Mergers, Venture Capital, Capital Markets, Due Diligence, Alternative Investments, Equity Research, LBO, IPO
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA, Finance
United States Military Academy at West Point 1990 — 1994
BS, Mechanical Engineering
Wells Fargo May 2013 - Present
Morgan Stanley August 2002 - April 2013
US Army June 1994 - June 1999
Skills
Investment Banking, Private Equity, Corporate Finance, Financial Modeling, Valuation, Equities, Mergers, Venture Capital, Capital Markets, Due Diligence, Alternative Investments, Equity Research, LBO, IPO
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA, Finance
United States Military Academy at West Point 1990 — 1994
BS, Mechanical Engineering
Darlene Riley's Wells Fargo Experience August 1994 - July 1998
Job Vice President, Human Resources at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase July 1998 - Present
Wells Fargo August 1994 - July 1998
Skills
Employee Relations, Recruiting, Personnel Management, Human Resources
Education
The School of the Art Institute of Chicago
Architecture
JP Morgan Chase July 1998 - Present
Wells Fargo August 1994 - July 1998
Skills
Employee Relations, Recruiting, Personnel Management, Human Resources
Education
The School of the Art Institute of Chicago
Architecture
Lizette Toledo's Wells Fargo Experience March 2014 - Present
Job Systems QA Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo March 2014 - Present
Visa May 2012 - March 2014
Safeway August 2011 - May 2012
Abbott Diabetes Care 2010 - 2011
Wells Fargo Bank 2008 - 2009
Visa 1998 - 2007
Skills
Test Management, Testing, Mobile Devices, Software Quality..., Quality Assurance, Quality Center, SDLC, Requirements Analysis, Test Planning, HP Quality Center, Integration
Education
The Philippine Women's University
Bachelor of Science in Computer Science
Wells Fargo March 2014 - Present
Visa May 2012 - March 2014
Safeway August 2011 - May 2012
Abbott Diabetes Care 2010 - 2011
Wells Fargo Bank 2008 - 2009
Visa 1998 - 2007
Skills
Test Management, Testing, Mobile Devices, Software Quality..., Quality Assurance, Quality Center, SDLC, Requirements Analysis, Test Planning, HP Quality Center, Integration
Education
The Philippine Women's University
Bachelor of Science in Computer Science
Suzanne Hersek's Wells Fargo Experience July 2010 - August 2011
Job Trainer/Learning Specialist
Industry Financial Services
Experience
The Salvation Army October 2014 - January 2015
Caregiver August 2013 - September 2014
TD Bank February 2013 - July 2013
TD Bank Group April 2012 - October 2012
Wells Fargo July 2010 - August 2011
LendingTree 2002 - 2007
LendingTree 2002 - 2007
LendingTree 2002 - 2007
Truliant Federal Credit Union 1993 - 2001
Skills
Call Center, Loans, Customer Relations, Coaching, Mortgage, Public Speaking, Account Management, Insurance, Credit, Banking, Mortgage Lending, Customer Service, Program Management, Process Improvement, Cross-functional Team..., Team Leadership, Change Management, Strategic Planning, Call Centers, Risk Management, Business Process..., Leadership, Management, Performance Management
Education
The University of Akron 1982 — 1986
Business Adm, Business/Banking
The Salvation Army October 2014 - January 2015
Caregiver August 2013 - September 2014
TD Bank February 2013 - July 2013
TD Bank Group April 2012 - October 2012
Wells Fargo July 2010 - August 2011
LendingTree 2002 - 2007
LendingTree 2002 - 2007
LendingTree 2002 - 2007
Truliant Federal Credit Union 1993 - 2001
Skills
Call Center, Loans, Customer Relations, Coaching, Mortgage, Public Speaking, Account Management, Insurance, Credit, Banking, Mortgage Lending, Customer Service, Program Management, Process Improvement, Cross-functional Team..., Team Leadership, Change Management, Strategic Planning, Call Centers, Risk Management, Business Process..., Leadership, Management, Performance Management
Education
The University of Akron 1982 — 1986
Business Adm, Business/Banking
Daniel Newsome's Wells Fargo Experience January 2005 - February 2006
Job Lead Accountant, Strategic Investment Programs at GE Capital
Industry Financial Services
Experience
GE Capital August 2014 - Present
GE Capital October 2009 - August 2014
GE Capital February 2006 - September 2009
Wells Fargo January 2005 - February 2006
Skills
Leveraged Finance, ACBS, Controllership Functions, Finance, Accounting, Trading, Financial Analysis, Microsoft Excel, MS Excel Pivot Tables, Microsoft Office, Loan Servicing, Agency Services, Banking, Portfolio Management, Risk Management, Process Improvement, Credit, Loans, Business Analysis, Corporate Finance, Credit Risk
Education
The University of Connecticut School of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of New Haven 2000 — 2004
Bachelor of Business Administration (BBA)
GE Capital August 2014 - Present
GE Capital October 2009 - August 2014
GE Capital February 2006 - September 2009
Wells Fargo January 2005 - February 2006
Skills
Leveraged Finance, ACBS, Controllership Functions, Finance, Accounting, Trading, Financial Analysis, Microsoft Excel, MS Excel Pivot Tables, Microsoft Office, Loan Servicing, Agency Services, Banking, Portfolio Management, Risk Management, Process Improvement, Credit, Loans, Business Analysis, Corporate Finance, Credit Risk
Education
The University of Connecticut School of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of New Haven 2000 — 2004
Bachelor of Business Administration (BBA)
John R. Johnson's Wells Fargo Experience October 2013 - Present
Job Vice President Trade Services Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2013 - Present
HSBC Bank USA, N.A. November 2011 - 2013
Export-Import Bank 2001 - 2011
Skills
Trade Finance, Credit, Credit Analysis, Banking, International Banking..., International Trade, Loans, Credit Risk, Asset Based Lending, Risk Management, Structured Finance, Underwriting, Finance, Financial Services, Commercial Banking, Financial Risk, Commercial Lending, Financial Analysis, Due Diligence, Corporate Finance, Portfolio Management
Education
University of Houston-Victoria
Master of Business Administration (MBA), Major: Bus Administration-Global, Concentration: Finance
The Ohio State University - The Max M. Fisher College of Business 1989 — 1994
Bachelor of Science, Finance and International Business
Wells Fargo October 2013 - Present
HSBC Bank USA, N.A. November 2011 - 2013
Export-Import Bank 2001 - 2011
Skills
Trade Finance, Credit, Credit Analysis, Banking, International Banking..., International Trade, Loans, Credit Risk, Asset Based Lending, Risk Management, Structured Finance, Underwriting, Finance, Financial Services, Commercial Banking, Financial Risk, Commercial Lending, Financial Analysis, Due Diligence, Corporate Finance, Portfolio Management
Education
University of Houston-Victoria
Master of Business Administration (MBA), Major: Bus Administration-Global, Concentration: Finance
The Ohio State University - The Max M. Fisher College of Business 1989 — 1994
Bachelor of Science, Finance and International Business
Ashok Samtani's Wells Fargo Experience January 2015 - Present
Job Enterprise Risk Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
UOB - Singapore September 2013 - January 2015
OCBC - Singapore 2007 - September 2013
Wells Fargo 2003 - 2007
Wells Fargo 1998 - 2003
Skills
Analytics, Credit Risk, SAS, Risk Management, Banking, Predictive Analytics, Portfolio Management, Commercial Banking, Retail Banking, Business Intelligence, Risk Analytics, Credit Scoring, Leadership, Teradata, SME Banking, Tableau, FICO, Strategic Intelligence, Oracle SQL, Enterprise Risk..., Financial Modeling, Data Mining, Financial Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Michigan (Ann Arbor) 1994 — 1998
Economics with a double major in Asian Studies
United World College of South East Asia 1994 — 1994
International Baccalaureate
Wells Fargo January 2015 - Present
UOB - Singapore September 2013 - January 2015
OCBC - Singapore 2007 - September 2013
Wells Fargo 2003 - 2007
Wells Fargo 1998 - 2003
Skills
Analytics, Credit Risk, SAS, Risk Management, Banking, Predictive Analytics, Portfolio Management, Commercial Banking, Retail Banking, Business Intelligence, Risk Analytics, Credit Scoring, Leadership, Teradata, SME Banking, Tableau, FICO, Strategic Intelligence, Oracle SQL, Enterprise Risk..., Financial Modeling, Data Mining, Financial Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Michigan (Ann Arbor) 1994 — 1998
Economics with a double major in Asian Studies
United World College of South East Asia 1994 — 1994
International Baccalaureate
Luis Gordillo's Wells Fargo Experience November 2011 - March 2012
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock May 2014 - Present
Arbor Realty Trust February 2014 - May 2014
Arbor Realty Trust July 2012 - February 2014
Merrill Lynch April 2012 - June 2012
Wells Fargo November 2011 - March 2012
Skills
Argus Modeling, VBA, Financial Modeling, Bloomberg Terminal, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Portfolio Management, Economics, Access, Microsoft Excel, DCF, Investments
Education
The Ohio State University Fisher College of Business 2011 — 2012
Master's, Finance
Ohio University
BBA, Accounting and Finance
BlackRock May 2014 - Present
Arbor Realty Trust February 2014 - May 2014
Arbor Realty Trust July 2012 - February 2014
Merrill Lynch April 2012 - June 2012
Wells Fargo November 2011 - March 2012
Skills
Argus Modeling, VBA, Financial Modeling, Bloomberg Terminal, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Portfolio Management, Economics, Access, Microsoft Excel, DCF, Investments
Education
The Ohio State University Fisher College of Business 2011 — 2012
Master's, Finance
Ohio University
BBA, Accounting and Finance
Christopher Sipes's Wells Fargo Experience November 2008 - Present
Job Senior Business Specialist at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Advisors December 2010 - Present
Wells Fargo November 2008 - Present
Archer Meek Weiler Inc September 2005 - August 2008
Education
The Ohio State University Fisher College of Business 2001 — 2005
Bachelor of Science (B.S.) in Business Administration-Finance, Finance
Wells Fargo Advisors December 2010 - Present
Wells Fargo November 2008 - Present
Archer Meek Weiler Inc September 2005 - August 2008
Education
The Ohio State University Fisher College of Business 2001 — 2005
Bachelor of Science (B.S.) in Business Administration-Finance, Finance
Roushi Pazouki's Wells Fargo Experience March 2001 - August 2003
Job Branch Manager/ Sr.Loan Officer NMLS #190081
Industry Financial Services
Experience
SWBC Mortgage September 2009 - Present
New South Federal Savings Bank September 2007 - September 2009
Market Street Mortgage Company August 2005 - September 2007
Guarantee Bank June 2003 - August 2005
Wells Fargo March 2001 - August 2003
CTX Mortgage March 1991 - March 2001
Commonwealth Capital Mortgage Company February 1989 - June 1991
Skills
Mortgage Banking, Residential Mortgages, Assisting First Time..., VA loans, Construction Loans, Jumbo Loans, 203K, FHA Loans, Caring for Customers, FHA, Branch Banking, Mortgage Lending, Real Estate, USDA, Residential Homes, Refinance, Loans, Selling, Loan Origination, Mortgage Underwriting, Government Loans, Underwriting, First Time Home Buyers, Sales, VA Loans
Education
The University of Akron 1978 — 1981
Bachelor of Arts (B.A.)
SWBC Mortgage September 2009 - Present
New South Federal Savings Bank September 2007 - September 2009
Market Street Mortgage Company August 2005 - September 2007
Guarantee Bank June 2003 - August 2005
Wells Fargo March 2001 - August 2003
CTX Mortgage March 1991 - March 2001
Commonwealth Capital Mortgage Company February 1989 - June 1991
Skills
Mortgage Banking, Residential Mortgages, Assisting First Time..., VA loans, Construction Loans, Jumbo Loans, 203K, FHA Loans, Caring for Customers, FHA, Branch Banking, Mortgage Lending, Real Estate, USDA, Residential Homes, Refinance, Loans, Selling, Loan Origination, Mortgage Underwriting, Government Loans, Underwriting, First Time Home Buyers, Sales, VA Loans
Education
The University of Akron 1978 — 1981
Bachelor of Arts (B.A.)
Renu Kaur's Wells Fargo Experience September 2013 - Present
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2013 - Present
TD Bank Group August 2008 - May 2012
Ric's Grill January 2009 - November 2010
Skills
Banking, Customer Service, Credit, Retail Banking, Loans, Consumer Lending
Education
The University of British Columbia / UBC 2004 — 2009
Bachelor of Business Administration (B.B.A.), Human Resources Major
Wells Fargo September 2013 - Present
TD Bank Group August 2008 - May 2012
Ric's Grill January 2009 - November 2010
Skills
Banking, Customer Service, Credit, Retail Banking, Loans, Consumer Lending
Education
The University of British Columbia / UBC 2004 — 2009
Bachelor of Business Administration (B.B.A.), Human Resources Major
Robyn Kwok's Wells Fargo Experience July 2015 - Present
Job Sr. Visual Designer at Wells Fargo
Industry Design
Experience
Wells Fargo July 2015 - Present
Moovweb May 2014 - Present
Tapjoy July 2012 - July 2013
OpticsPlanet, Inc. March 2010 - June 2012
Wing On Department Stores June 2009 - July 2009
The Paperdoll Store January 2008 - December 2008
Carus Publishing, Cricket Magazine Group, Cobblestone Publishing May 2008 - July 2008
Skills
Illustrator, Photoshop, InDesign, flairbuilder, Sketching, sketching wireframes, Illustration, Custom Invitations, Wireframes, User Experience, Web Design, Layout, Logo Design, Graphics, User Interface Design, User Interface, Advertising, E-commerce, Interaction Design, Graphic Design, Brand Development, Adobe Creative Suite, User-centered Design, User Experience Design, Creative Direction, Visual Design, Front-end, Art Direction, Concept Development, Visual Communication, Dreamweaver, Mobile Design
Education
General Assembly, San Francisco 2014 — 2014
User Experience Design Immersive
The School of the Art Institute of Chicago 2004 — 2011
BFA, Web Art, Graphic Design, Fashioin Illustration
Wells Fargo July 2015 - Present
Moovweb May 2014 - Present
Tapjoy July 2012 - July 2013
OpticsPlanet, Inc. March 2010 - June 2012
Wing On Department Stores June 2009 - July 2009
The Paperdoll Store January 2008 - December 2008
Carus Publishing, Cricket Magazine Group, Cobblestone Publishing May 2008 - July 2008
Skills
Illustrator, Photoshop, InDesign, flairbuilder, Sketching, sketching wireframes, Illustration, Custom Invitations, Wireframes, User Experience, Web Design, Layout, Logo Design, Graphics, User Interface Design, User Interface, Advertising, E-commerce, Interaction Design, Graphic Design, Brand Development, Adobe Creative Suite, User-centered Design, User Experience Design, Creative Direction, Visual Design, Front-end, Art Direction, Concept Development, Visual Communication, Dreamweaver, Mobile Design
Education
General Assembly, San Francisco 2014 — 2014
User Experience Design Immersive
The School of the Art Institute of Chicago 2004 — 2011
BFA, Web Art, Graphic Design, Fashioin Illustration
Mary Lezon's Wells Fargo Experience January 2006 - March 2007
Job Commodity Risk Management
Industry Consumer Goods
Experience
Hospira Inc. September 2011 - Present
Lone Wolf Investments October 2008 - August 2011
Rio Tinto Alcan March 2007 - September 2008
Wells Fargo January 2006 - March 2007
Pactiv October 2004 - December 2005
Kraft Foods May 2000 - September 2004
Skills
Commodities, Hedging, Forecasting, Business Strategy, Risk Management
Education
The University of Chicago - Booth School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Hospira Inc. September 2011 - Present
Lone Wolf Investments October 2008 - August 2011
Rio Tinto Alcan March 2007 - September 2008
Wells Fargo January 2006 - March 2007
Pactiv October 2004 - December 2005
Kraft Foods May 2000 - September 2004
Skills
Commodities, Hedging, Forecasting, Business Strategy, Risk Management
Education
The University of Chicago - Booth School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Maldon Noel's Wells Fargo Experience April 1980 - September 1995
Job Community Day Coordinator at The Bon Ton Stores Inc.
Industry Retail
Experience
The Bon Ton Stores Inc. November 1996 - Present
Wells Fargo April 1980 - September 1995
CHICAGO BOARD OF EDUCATION January 1965 - August 1979
Skills
Nonprofits, Training, Management, Retail Sales, PowerPoint, Fashion, Public Speaking
Education
The School of the Art Institute of Chicago 1952 — 1956
Bachelor of Arts (B.A.), Art Teacher Education
The Bon Ton Stores Inc. November 1996 - Present
Wells Fargo April 1980 - September 1995
CHICAGO BOARD OF EDUCATION January 1965 - August 1979
Skills
Nonprofits, Training, Management, Retail Sales, PowerPoint, Fashion, Public Speaking
Education
The School of the Art Institute of Chicago 1952 — 1956
Bachelor of Arts (B.A.), Art Teacher Education
Peter Thursby's Wells Fargo Experience February 2011 - Present
Job
Industry Banking
Experience
Wells Fargo February 2011 - Present
Skills
Banking
Education
Chicago GSB 1988 — 1990
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1982 — 1986
Bachelor of Arts (BA), Economics
Wells Fargo February 2011 - Present
Skills
Banking
Education
Chicago GSB 1988 — 1990
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1982 — 1986
Bachelor of Arts (BA), Economics
Christ Bogolis's Wells Fargo Experience September 2010 - March 2012
Job Experienced Retirement Plan Professional
Industry Financial Services
Experience
ABG Pentegra June 2012 - Present
Wells Fargo September 2010 - March 2012
Wachovia April 2004 - 2008
First Charter Bank 2001 - 2004
PFPC/First Data 1999 - 2001
Bank One 1995 - 1996
Skills
Banking, Wealth Management, Portfolio Management, Financial Analysis, Financial Services, Investments, Loans, Mutual Funds, Relationship Management, Securities, Management, Pensions, Asset Management, Equities, 401k, Risk Management, Cash Management, Business Analysis
Education
The Ohio State University Fisher College of Business 1983 — 1988
Bachelor of Business Administration (B.B.A.), Accounting and Finance
ABG Pentegra June 2012 - Present
Wells Fargo September 2010 - March 2012
Wachovia April 2004 - 2008
First Charter Bank 2001 - 2004
PFPC/First Data 1999 - 2001
Bank One 1995 - 1996
Skills
Banking, Wealth Management, Portfolio Management, Financial Analysis, Financial Services, Investments, Loans, Mutual Funds, Relationship Management, Securities, Management, Pensions, Asset Management, Equities, 401k, Risk Management, Cash Management, Business Analysis
Education
The Ohio State University Fisher College of Business 1983 — 1988
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Edward Jennings's Wells Fargo Experience January 2006 - June 2012
Job at
Industry Real Estate
Experience
SEFCU March 2015 - Present
SEFCU October 2013 - Present
Rose Hill Group March 2013 - September 2013
Wells Fargo January 2006 - June 2012
Capital Communications FCU 2005 - 2006
Largo Real Estate Advisors 2004 - 2005
Charter One Bank 2002 - 2004
Charter One Bank 2001 - 2002
Empire Corporate Credit Union 2000 - 2001
Cohoes Savings Bank 1997 - 2000
Skills
Commercial Real Estate, Commercial Credit, Management, Sales
Education
The Sage Colleges-Sage Graduate School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Villanova University 1989 — 1993
Bachelor's degree, Political Science and Government
SEFCU March 2015 - Present
SEFCU October 2013 - Present
Rose Hill Group March 2013 - September 2013
Wells Fargo January 2006 - June 2012
Capital Communications FCU 2005 - 2006
Largo Real Estate Advisors 2004 - 2005
Charter One Bank 2002 - 2004
Charter One Bank 2001 - 2002
Empire Corporate Credit Union 2000 - 2001
Cohoes Savings Bank 1997 - 2000
Skills
Commercial Real Estate, Commercial Credit, Management, Sales
Education
The Sage Colleges-Sage Graduate School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Villanova University 1989 — 1993
Bachelor's degree, Political Science and Government
Bill Munch's Wells Fargo Experience August 1973 - Present
Job
Industry Banking
Experience
Wells Fargo August 1973 - Present
Education
The Ohio State University Fisher College of Business
BS, Administrative Science
Wells Fargo August 1973 - Present
Education
The Ohio State University Fisher College of Business
BS, Administrative Science
Lizette Toledo's Wells Fargo Experience March 2014 - Present
Job Systems QA Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo March 2014 - Present
Visa May 2012 - March 2014
Safeway August 2011 - April 2012
Abbott Diabetes Care August 2010 - August 2011
Wells Fargo August 2008 - November 2009
Visa June 1998 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Outlook, HTML, Customer Service, PowerPoint, Testing, SDLC, Software Quality..., Software Documentation, Business Analysis, SQL, Agile Methodologies, Requirements Analysis, Software Project...
Education
The Philippine Women's University
Bachelor of Science (B.S.), Computer and Information Sciences, General
Wells Fargo March 2014 - Present
Visa May 2012 - March 2014
Safeway August 2011 - April 2012
Abbott Diabetes Care August 2010 - August 2011
Wells Fargo August 2008 - November 2009
Visa June 1998 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Outlook, HTML, Customer Service, PowerPoint, Testing, SDLC, Software Quality..., Software Documentation, Business Analysis, SQL, Agile Methodologies, Requirements Analysis, Software Project...
Education
The Philippine Women's University
Bachelor of Science (B.S.), Computer and Information Sciences, General
Cho Mancho's Wells Fargo Experience July 2012 - May 2013
Job Operational Risk Analyst
Industry Banking
Experience
Citi August 2015 - Present
Citi May 2013 - July 2015
Wells Fargo July 2012 - May 2013
MUFC November 2010 - February 2012
Skills
Cash Management, Banking, Retail Banking, Cross Selling, Lines Of Credit, Deposits, Financial Services, Relationship Management, Finance, Credit Cards, Investments, Branch Banking, Operations Management
Education
The University of Bolton 2010 — 2012
Master's degree, Human Resources Management/Personnel Administration, General
University of Buea 2005 — 2008
Bachelor of Science (B.S.), Political Science and Government
Citi August 2015 - Present
Citi May 2013 - July 2015
Wells Fargo July 2012 - May 2013
MUFC November 2010 - February 2012
Skills
Cash Management, Banking, Retail Banking, Cross Selling, Lines Of Credit, Deposits, Financial Services, Relationship Management, Finance, Credit Cards, Investments, Branch Banking, Operations Management
Education
The University of Bolton 2010 — 2012
Master's degree, Human Resources Management/Personnel Administration, General
University of Buea 2005 — 2008
Bachelor of Science (B.S.), Political Science and Government
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank