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
Laurenne Nehlawi Laurenne Nehlawi's Wells Fargo Experience August 2014 - Present
Job Teller Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo August 2014 - Present
Clubhouse 66 November 2013 - July 2014
HCJB Global May 2014 - June 2014
K-VAC Environmental Services, Inc. May 2013 - August 2013
BMW June 2012 - March 2013
La Crêperie Café March 2011 - April 2012
Skills
Leadership, Communication, Public Speaking, Writing, Customer Service, Time Management, Leadership Development, Training, Networking, Social Media, Mac & PC platforms, Microsoft Office, PowerPoint, Photoshop
Education
Azusa Pacific University 2012 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
Wells Fargo August 2014 - Present
Clubhouse 66 November 2013 - July 2014
HCJB Global May 2014 - June 2014
K-VAC Environmental Services, Inc. May 2013 - August 2013
BMW June 2012 - March 2013
La Crêperie Café March 2011 - April 2012
Skills
Leadership, Communication, Public Speaking, Writing, Customer Service, Time Management, Leadership Development, Training, Networking, Social Media, Mac & PC platforms, Microsoft Office, PowerPoint, Photoshop
Education
Azusa Pacific University 2012 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
Scott Holzmeister's Wells Fargo Experience September 1999 - August 2011
Job Mortgage Servicing Executive
Industry Banking
Experience
U.S. Bank January 2015 - June 2015
Bank of America 2013 - 2014
Bank of America July 2013 - November 2013
Bank of America August 2011 - July 2013
Wells Fargo September 1999 - August 2011
Sallie Mae February 1988 - February 1999
Skills
Loss Mitigation, Loan Servicing, Mortgage Servicing, Loans, Default, Strategy, Finance, Analytics, Leadership, Change Management, Project Planning, Credit, Retail Banking, Commercial Banking, Banking, Analysis, Credit Analysis, Portfolio Management, Risk Management, Mortgage Banking, Management, Financial Services
Education
Baker University
Master of Business Administration (M.B.A.)
The University of Kansas
Bachelor of Liberal Arts and Science, Personnel Administration
U.S. Bank January 2015 - June 2015
Bank of America 2013 - 2014
Bank of America July 2013 - November 2013
Bank of America August 2011 - July 2013
Wells Fargo September 1999 - August 2011
Sallie Mae February 1988 - February 1999
Skills
Loss Mitigation, Loan Servicing, Mortgage Servicing, Loans, Default, Strategy, Finance, Analytics, Leadership, Change Management, Project Planning, Credit, Retail Banking, Commercial Banking, Banking, Analysis, Credit Analysis, Portfolio Management, Risk Management, Mortgage Banking, Management, Financial Services
Education
Baker University
Master of Business Administration (M.B.A.)
The University of Kansas
Bachelor of Liberal Arts and Science, Personnel Administration
Nicholas Heinrichs Nicholas Heinrichs's Wells Fargo Experience July 2007 - June 2015
Job Vice President at Farm Credit West
Industry Financial Services
Experience
Farm Credit West June 2015 - Present
Wells Fargo July 2007 - June 2015
Skills
Loans, Credit, Commercial Lending, Commercial Banking, Banking, Credit Analysis, Asset Based Lending, Lines Of Credit, Risk Management, Treasury Management, Credit Risk, Portfolio Management, Small Business Lending, Mortgage Lending, Financial Analysis, Underwriting, Customer Service
Education
Wells Fargo Credit Management Training Program 2008 — 2009
Commercial Banking
Azusa Pacific University 2002 — 2006
BS, Finance
Farm Credit West June 2015 - Present
Wells Fargo July 2007 - June 2015
Skills
Loans, Credit, Commercial Lending, Commercial Banking, Banking, Credit Analysis, Asset Based Lending, Lines Of Credit, Risk Management, Treasury Management, Credit Risk, Portfolio Management, Small Business Lending, Mortgage Lending, Financial Analysis, Underwriting, Customer Service
Education
Wells Fargo Credit Management Training Program 2008 — 2009
Commercial Banking
Azusa Pacific University 2002 — 2006
BS, Finance
Jason Pennington, MBA's Wells Fargo Experience December 2014 - Present
Job Project Manager at Wells Fargo
Industry Management Consulting
Experience
Wells Fargo December 2014 - Present
Wells Fargo April 2014 - December 2014
Reece & Nichols Realtors November 2012 - April 2014
Atlantic Engineering Group February 2013 - November 2013
Garmin International February 2008 - June 2012
Garmin International 2001 - 2008
Skills
Training, Cartography, Microsoft Excel, Leadership, Project Management, Design Engineering, Fiber Optic Technology, Resource Management, Google Docs, Negotiation, Teamwork, Time Management, Access, Real Estate, Interviews, Data Analysis, Sales, Microsoft Office, Marketing, Account Management, Process Improvement, Contract Negotiation, Customer Service, Communication, Customer Satisfaction, Event Planning, Forecasting, Microsoft Word, Outlook
Education
Baker University 2004 — 2006
MBA, Business Administration, GPA: 3.98
Northwest Missouri State University 1996 — 2000
B.S., Geography/Geographical Information Systems, GPA: 3.21
Martensdale - St. Marys High School 1992 — 1996
High Schoold Diploma, General Studies
Wells Fargo December 2014 - Present
Wells Fargo April 2014 - December 2014
Reece & Nichols Realtors November 2012 - April 2014
Atlantic Engineering Group February 2013 - November 2013
Garmin International February 2008 - June 2012
Garmin International 2001 - 2008
Skills
Training, Cartography, Microsoft Excel, Leadership, Project Management, Design Engineering, Fiber Optic Technology, Resource Management, Google Docs, Negotiation, Teamwork, Time Management, Access, Real Estate, Interviews, Data Analysis, Sales, Microsoft Office, Marketing, Account Management, Process Improvement, Contract Negotiation, Customer Service, Communication, Customer Satisfaction, Event Planning, Forecasting, Microsoft Word, Outlook
Education
Baker University 2004 — 2006
MBA, Business Administration, GPA: 3.98
Northwest Missouri State University 1996 — 2000
B.S., Geography/Geographical Information Systems, GPA: 3.21
Martensdale - St. Marys High School 1992 — 1996
High Schoold Diploma, General Studies
Truls Porter's Wells Fargo Experience May 2011 - October 2014
Job Vice President at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance October 2014 - Present
Wells Fargo May 2011 - October 2014
Wells Fargo January 2011 - May 2011
Wells Fargo August 2008 - January 2011
The Summit Capital Investment Group June 2007 - November 2007
The Mobile Solution September 2006 - May 2007
Skills
Credit, Strategy, Turnaround, Restructuring, Sales, Business Development, Financial Analysis, Financial Modeling, Credit Analysis, Underwriting, Valuation, Commercial Banking, Portfolio Management, Loans, Commercial Lending, Finance, Banking, Investments
Education
Babson College
BS, Finance
Wells Fargo Capital Finance October 2014 - Present
Wells Fargo May 2011 - October 2014
Wells Fargo January 2011 - May 2011
Wells Fargo August 2008 - January 2011
The Summit Capital Investment Group June 2007 - November 2007
The Mobile Solution September 2006 - May 2007
Skills
Credit, Strategy, Turnaround, Restructuring, Sales, Business Development, Financial Analysis, Financial Modeling, Credit Analysis, Underwriting, Valuation, Commercial Banking, Portfolio Management, Loans, Commercial Lending, Finance, Banking, Investments
Education
Babson College
BS, Finance
Chaoran Liu, MBA Chaoran Liu, MBA's Wells Fargo Experience October 2011 - May 2012
Job Banker at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo October 2011 - May 2012
Education
Azusa Pacific University 2011 — 2012
Master of Business Administration (MBA), Finance, General, 3.6/4.0
University of Southern California - Marshall School of Business 2005 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Wells Fargo October 2011 - May 2012
Education
Azusa Pacific University 2011 — 2012
Master of Business Administration (MBA), Finance, General, 3.6/4.0
University of Southern California - Marshall School of Business 2005 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Mary Beth Jameson Mary Beth Jameson's Wells Fargo Experience September 1997 - April 1999
Job
Industry Management Consulting
Experience
McGladrey July 2010 - Present
The Leukemia & Lymphoma Society July 2012 - Present
H&R Block August 2008 - July 2010
RSM McGladrey April 2007 - August 2008
State Street 1999 - 2007
Wells Fargo September 1997 - April 1999
Skills
Program Management, Product Management, Business Process..., Strategic Planning, Process Improvement, Financial Analysis, Business Analysis, Risk Management, Financial Services, Vendor Management, Project Management, Portfolio Management, Finance, Business Process, Business Development
Education
Carleton College 1993 — 1997
BS
Baker University 2001 — 2002
MBA
Watertown-Mayer High School 1989 — 1993
McGladrey July 2010 - Present
The Leukemia & Lymphoma Society July 2012 - Present
H&R Block August 2008 - July 2010
RSM McGladrey April 2007 - August 2008
State Street 1999 - 2007
Wells Fargo September 1997 - April 1999
Skills
Program Management, Product Management, Business Process..., Strategic Planning, Process Improvement, Financial Analysis, Business Analysis, Risk Management, Financial Services, Vendor Management, Project Management, Portfolio Management, Finance, Business Process, Business Development
Education
Carleton College 1993 — 1997
BS
Baker University 2001 — 2002
MBA
Watertown-Mayer High School 1989 — 1993
Bobbi Striegel's Wells Fargo Experience May 2004 - June 2005
Job Senior Underwriter at AXIS Capital
Industry Insurance
Experience
AXIS Capital February 2013 - Present
Axis Capital September 2010 - February 2013
Chubb May 2007 - September 2010
State Street March 2006 - May 2007
State Street June 2005 - March 2006
Wells Fargo May 2004 - June 2005
Skills
Underwriting, Professional Liability, Property, Insurance, Liability, General Insurance, Excess, Inland Marine, Financial Analysis, Microsoft Excel, E, New Business Development, Business Strategy, Marketing, Errors, Homeowners, Risk Analysis, Liability Analysis, Commercial Lines, Property & Casualty..., Legal Liability, Commercial Insurance
Education
Baker University 2006 — 2008
MBA, International Business
University of Central Missouri 2000 — 2004
BSBA, Finance
AXIS Capital February 2013 - Present
Axis Capital September 2010 - February 2013
Chubb May 2007 - September 2010
State Street March 2006 - May 2007
State Street June 2005 - March 2006
Wells Fargo May 2004 - June 2005
Skills
Underwriting, Professional Liability, Property, Insurance, Liability, General Insurance, Excess, Inland Marine, Financial Analysis, Microsoft Excel, E, New Business Development, Business Strategy, Marketing, Errors, Homeowners, Risk Analysis, Liability Analysis, Commercial Lines, Property & Casualty..., Legal Liability, Commercial Insurance
Education
Baker University 2006 — 2008
MBA, International Business
University of Central Missouri 2000 — 2004
BSBA, Finance
Lubna Ali, MA, JD Lubna Ali, MA, JD's Wells Fargo Experience September 2001 - March 2010
Job Human Resource Generalist / Coordinator / Employee Relations
Industry Human Resources
Experience
Job Seeker In Transition January 2013 - Present
Amway Global March 2011 - December 2012
Azusa Pacific University August 2010 - July 2012
Wells Fargo September 2001 - March 2010
Skills
Human Resources, Customer Service, Performance Management, Training, Talent Management, Team Leadership, Critical Thinking, Collaboration, Cross-functional Team..., Organizational..., Coaching, Operations Management, Communication Skills, Conflict Resolution, Change Management, Policy, Compliance, Operational Risk..., Labor Relations, Decision Making, Behavior Management, Mentoring, Performance Appraisal, Employee Orientations, Compensation Strategies, Management, HR Policies, Deferred Compensation, Cross-functional...
Education
Azusa Pacific University 2010 — 2012
Masters in Management, Human Resource Management
Osmania University 1991 — 1995
Doctor of Law (JD), Law
Job Seeker In Transition January 2013 - Present
Amway Global March 2011 - December 2012
Azusa Pacific University August 2010 - July 2012
Wells Fargo September 2001 - March 2010
Skills
Human Resources, Customer Service, Performance Management, Training, Talent Management, Team Leadership, Critical Thinking, Collaboration, Cross-functional Team..., Organizational..., Coaching, Operations Management, Communication Skills, Conflict Resolution, Change Management, Policy, Compliance, Operational Risk..., Labor Relations, Decision Making, Behavior Management, Mentoring, Performance Appraisal, Employee Orientations, Compensation Strategies, Management, HR Policies, Deferred Compensation, Cross-functional...
Education
Azusa Pacific University 2010 — 2012
Masters in Management, Human Resource Management
Osmania University 1991 — 1995
Doctor of Law (JD), Law
Kameale C. Terry's Wells Fargo Experience May 2015 - Present
Job Store Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2015 - Present
Wells Fargo July 2014 - Present
Wells Fargo December 2012 - July 2014
Wells Fargo October 2012 - December 2012
UrbanPromise May 2011 - July 2012
Azusa Pacific University August 2008 - April 2011
Skills
Microsoft Office, Customer Service, Customer Relations, Sales, Recruiting, Leadership, Admissions, Event Planning, Coaching, Public Speaking, Fundraising, Nonprofits, Leadership Development, Research, Community Outreach, Social Networking, Small Business, Staff Development, Finance, Teaching, Volunteer Management, Teamwork, Relationship Management, Banking, Management, Microsoft Word
Education
University of California, Los Angeles 2015 — 2016
Certification, General Business Administration with a concentration in Finance
Azusa Pacific University 2007 — 2012
BS, Organizational Leadership
Wells Fargo May 2015 - Present
Wells Fargo July 2014 - Present
Wells Fargo December 2012 - July 2014
Wells Fargo October 2012 - December 2012
UrbanPromise May 2011 - July 2012
Azusa Pacific University August 2008 - April 2011
Skills
Microsoft Office, Customer Service, Customer Relations, Sales, Recruiting, Leadership, Admissions, Event Planning, Coaching, Public Speaking, Fundraising, Nonprofits, Leadership Development, Research, Community Outreach, Social Networking, Small Business, Staff Development, Finance, Teaching, Volunteer Management, Teamwork, Relationship Management, Banking, Management, Microsoft Word
Education
University of California, Los Angeles 2015 — 2016
Certification, General Business Administration with a concentration in Finance
Azusa Pacific University 2007 — 2012
BS, Organizational Leadership
Ashley Brittian Ashley Brittian's Wells Fargo Experience February 2012 - August 2015
Job Practice Representative at Brittian Chiropractic Center, PLLC
Industry Banking
Experience
Brittian Chiropractic Center, PLLC August 2015 - Present
Wells Fargo February 2012 - August 2015
Wells Fargo Bank February 2011 - February 2012
Wells Fargo December 2007 - February 2011
Dr. Steven Bilon May 2005 - December 2007
Skills
Loans, Analysis, Insurance, Research, Report Writing, Mortgage Lending, Credit, Mortgage Banking, Loan Origination
Education
Baker College Center for Graduate Studies 2002 — 2004
Medical Assistant, Office Procedures, Anatomy
Walkerville High School 1998 — 2001
High School Diploma, General Education
Brittian Chiropractic Center, PLLC August 2015 - Present
Wells Fargo February 2012 - August 2015
Wells Fargo Bank February 2011 - February 2012
Wells Fargo December 2007 - February 2011
Dr. Steven Bilon May 2005 - December 2007
Skills
Loans, Analysis, Insurance, Research, Report Writing, Mortgage Lending, Credit, Mortgage Banking, Loan Origination
Education
Baker College Center for Graduate Studies 2002 — 2004
Medical Assistant, Office Procedures, Anatomy
Walkerville High School 1998 — 2001
High School Diploma, General Education
Megan Pridmore's Wells Fargo Experience May 2013 - Present
Job Assistant Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2013 - Present
Commerce Bank September 2010 - May 2013
Commerce Bank, N.A. July 2007 - September 2010
Commerce Bank January 2006 - July 2007
Bank of Commerce May 2003 - August 2005
Baldwin State Bank January 2005 - January 2005
Skills
Real Estate Financing, Credit, Loans, Financial Analysis, Banking, Credit Analysis, Healthcare Industry
Education
Baker University 2009 — 2011
Masters, Business Administration
Baker University 2002 — 2005
B.S., Business (Finance & Economics)
Wells Fargo May 2013 - Present
Commerce Bank September 2010 - May 2013
Commerce Bank, N.A. July 2007 - September 2010
Commerce Bank January 2006 - July 2007
Bank of Commerce May 2003 - August 2005
Baldwin State Bank January 2005 - January 2005
Skills
Real Estate Financing, Credit, Loans, Financial Analysis, Banking, Credit Analysis, Healthcare Industry
Education
Baker University 2009 — 2011
Masters, Business Administration
Baker University 2002 — 2005
B.S., Business (Finance & Economics)
Bryan Pistole's Wells Fargo Experience July 2012 - May 2014
Job Commercial Underwriter at AmericanWest Bank
Industry Building Materials
Experience
AmericanWest Bank June 2015 - Present
TerraMai November 2014 - May 2015
Wells Fargo July 2012 - May 2014
Skills
Loans, Banking, Portfolio Management, Credit Analysis, Credit Risk, Commercial Banking, Credit, Marketing, Finance
Education
Azusa Pacific University 2001 — 2003
Bachelor of Business Administration (BBA)
Southern Oregon University
AmericanWest Bank June 2015 - Present
TerraMai November 2014 - May 2015
Wells Fargo July 2012 - May 2014
Skills
Loans, Banking, Portfolio Management, Credit Analysis, Credit Risk, Commercial Banking, Credit, Marketing, Finance
Education
Azusa Pacific University 2001 — 2003
Bachelor of Business Administration (BBA)
Southern Oregon University
Tony Rulli's Wells Fargo Experience May 2009 - September 2009
Job Founder at Overwhelmingly.co
Industry Marketing and Advertising
Experience
Overwhelmingly January 2015 - Present
LandingStanding November 2011 - Present
SpicePanda January 2014 - December 2014
Wells Fargo Bank October 2009 - October 2011
Wells Fargo May 2009 - September 2009
Wells Fargo June 2007 - May 2009
America's Growth Capital June 2006 - September 2006
Skills
Financial Analysis, Credit, Underwriting, Compliance, Due Diligence, Banking, Credit Analysis, Loans, Treasury Management, Credit Risk, Cash Management, Portfolio Management, Financial Modeling, Small Business Lending, Relationship Management, Social Media, Investments, Commercial Lending, Finance, Commercial Banking, Strategic Financial..., Management, Investment Banking, CRM, Business Planning, Strategic Partnerships, Social Media Marketing, Valuation, Asset Management, Risk Management
Education
Babson College 2003 — 2007
Business Management, Entrepreneurship, Marketing
Babson College
Overwhelmingly January 2015 - Present
LandingStanding November 2011 - Present
SpicePanda January 2014 - December 2014
Wells Fargo Bank October 2009 - October 2011
Wells Fargo May 2009 - September 2009
Wells Fargo June 2007 - May 2009
America's Growth Capital June 2006 - September 2006
Skills
Financial Analysis, Credit, Underwriting, Compliance, Due Diligence, Banking, Credit Analysis, Loans, Treasury Management, Credit Risk, Cash Management, Portfolio Management, Financial Modeling, Small Business Lending, Relationship Management, Social Media, Investments, Commercial Lending, Finance, Commercial Banking, Strategic Financial..., Management, Investment Banking, CRM, Business Planning, Strategic Partnerships, Social Media Marketing, Valuation, Asset Management, Risk Management
Education
Babson College 2003 — 2007
Business Management, Entrepreneurship, Marketing
Babson College
Paul Baugher Paul Baugher's Wells Fargo Experience September 2011 - April 2013
Job Relationship Banker at JPMorgan Chase Bank N.A
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. July 2014 - Present
Capital One April 2013 - July 2014
Wells Fargo September 2011 - April 2013
Privately Owned Properties January 2010 - August 2012
Gap Inc./Banana Republic April 2010 - December 2011
Education
Bakersfield College 2008 — 2014
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan Chase Bank N.A. July 2014 - Present
Capital One April 2013 - July 2014
Wells Fargo September 2011 - April 2013
Privately Owned Properties January 2010 - August 2012
Gap Inc./Banana Republic April 2010 - December 2011
Education
Bakersfield College 2008 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Brenda Matheson Brenda Matheson's Wells Fargo Experience 2001 - 2004
Job English and AVID Teacher at Murrieta Valley High School
Industry Education Management
Experience
Murrieta Valley Unified School District July 2014 - Present
Middle School August 2012 - May 2014
EquiFirst 2005 - 2009
Wells Fargo 2001 - 2004
Skills
Teaching, Curriculum Design, Curriculum Development, Public Speaking, Leadership, Team Building, Nonprofits, Lesson Planning, Classroom Management, Strategic Planning, Educational Technology, Differentiated..., Staff Development, Instructional Design, Grant Writing, Student Affairs, Editing, Communication Skills, Community Outreach, Student Engagement, Student Development, Student Leadership, Team Leadership, Cross-functional Team..., Transformational..., Qualitative Research, Solution Implementation, Strategic Sourcing, Delegation, Teacher Training, Analysis, Persuasive Speaker, Persuasive Presentations, Persuasive Writing, Persuasive Presentation..., Educational Leadership, Situational Leadership, Emotional Intelligence, Social Emotional..., ADHD Coaching, Learning Disabilities, Enthusiasm to learn, Intelligence Analysis, Ethical Decision Making, Data-driven Decision..., Collaborative Leadership, Interdisciplinary..., Maximizer, Focus Groups, Kindness
Education
Azusa Pacific University 2010 — 2012
Master of Arts (MA), Special Education and Teaching
Bellevue University 2009 — 2010
Master of Arts (M.A.), Leadership
College of Saint Mary 1999 — 2001
Bachelor's Degree, Secondary Education and Teaching
Iowa Western Community College 1997 — 1999
Associate's Degree, General Studies
Murrieta Valley Unified School District July 2014 - Present
Middle School August 2012 - May 2014
EquiFirst 2005 - 2009
Wells Fargo 2001 - 2004
Skills
Teaching, Curriculum Design, Curriculum Development, Public Speaking, Leadership, Team Building, Nonprofits, Lesson Planning, Classroom Management, Strategic Planning, Educational Technology, Differentiated..., Staff Development, Instructional Design, Grant Writing, Student Affairs, Editing, Communication Skills, Community Outreach, Student Engagement, Student Development, Student Leadership, Team Leadership, Cross-functional Team..., Transformational..., Qualitative Research, Solution Implementation, Strategic Sourcing, Delegation, Teacher Training, Analysis, Persuasive Speaker, Persuasive Presentations, Persuasive Writing, Persuasive Presentation..., Educational Leadership, Situational Leadership, Emotional Intelligence, Social Emotional..., ADHD Coaching, Learning Disabilities, Enthusiasm to learn, Intelligence Analysis, Ethical Decision Making, Data-driven Decision..., Collaborative Leadership, Interdisciplinary..., Maximizer, Focus Groups, Kindness
Education
Azusa Pacific University 2010 — 2012
Master of Arts (MA), Special Education and Teaching
Bellevue University 2009 — 2010
Master of Arts (M.A.), Leadership
College of Saint Mary 1999 — 2001
Bachelor's Degree, Secondary Education and Teaching
Iowa Western Community College 1997 — 1999
Associate's Degree, General Studies
Robert (RJ) White Robert (RJ) White's Wells Fargo Experience June 2005 - March 2006
Job Senior Analyst Digital MerchandisingMarketing at Southwest Airlines
Industry Airlines/Aviation
Experience
Southwest Airlines June 2014 - Present
US Airways April 2013 - June 2014
US Airways May 2012 - March 2013
US Airways April 2011 - May 2012
US Airways October 2010 - April 2011
Midlantic Jet Charters, Inc. October 2009 - October 2010
JetBlue Airways September 2008 - October 2009
JetBlue Airways April 2006 - September 2008
Wells Fargo June 2005 - March 2006
Skills
Flights, Airlines, Aviation, Airports, Commercial Aviation, Aircraft, Flight Safety, Sabre, Aerospace, Airport Management, Operations Management, Charter, Revenue Analysis, Avionics, Aircraft Maintenance
Education
Florida Institute of Technology 2001 — 2005
Bachelor of Science (B.S.), Aviation Management
Baker College Center for Graduate Studies 2012 — 2014
Master of Business Administration (M.B.A.), Business Intelligence and Finance
Southwest Airlines June 2014 - Present
US Airways April 2013 - June 2014
US Airways May 2012 - March 2013
US Airways April 2011 - May 2012
US Airways October 2010 - April 2011
Midlantic Jet Charters, Inc. October 2009 - October 2010
JetBlue Airways September 2008 - October 2009
JetBlue Airways April 2006 - September 2008
Wells Fargo June 2005 - March 2006
Skills
Flights, Airlines, Aviation, Airports, Commercial Aviation, Aircraft, Flight Safety, Sabre, Aerospace, Airport Management, Operations Management, Charter, Revenue Analysis, Avionics, Aircraft Maintenance
Education
Florida Institute of Technology 2001 — 2005
Bachelor of Science (B.S.), Aviation Management
Baker College Center for Graduate Studies 2012 — 2014
Master of Business Administration (M.B.A.), Business Intelligence and Finance
kapil Santhanam kapil Santhanam's Wells Fargo Experience 2010 - 2011
Job Senior Technical Data Analyst
Industry Computer Software
Experience
Intuit March 2011 - Present
Wells Fargo 2010 - 2011
Charles Schwab November 2009 - July 2010
AAA August 2009 - November 2009
Wells Fargo Home Equity 2007 - 2009
Skills
SAS, SQL, Business Objects, Toad, Omniture, Text Analytics, Project Management, Analytics, Analysis, Data Mining, Database Marketing, Databases, Business Intelligence
Education
BMS College of Engineering, Bangalore 1999 — 2003
Bachelor of Science (BS), Civil Engineering
The University of Texas at Arlington
Master of Science (MS), Engineering
Intuit March 2011 - Present
Wells Fargo 2010 - 2011
Charles Schwab November 2009 - July 2010
AAA August 2009 - November 2009
Wells Fargo Home Equity 2007 - 2009
Skills
SAS, SQL, Business Objects, Toad, Omniture, Text Analytics, Project Management, Analytics, Analysis, Data Mining, Database Marketing, Databases, Business Intelligence
Education
BMS College of Engineering, Bangalore 1999 — 2003
Bachelor of Science (BS), Civil Engineering
The University of Texas at Arlington
Master of Science (MS), Engineering
Zane Cooper Zane Cooper's Wells Fargo Experience March 2012 - December 2012
Job at
Industry Financial Services
Experience
Leidos May 2014 - Present
Y-12 Federal Credit Union May 2013 - May 2014
Wells Fargo March 2012 - December 2012
Springleaf Financial Services March 2011 - March 2012
Skills
Credit, Credit Analysis, Consumer Lending, Banking, Loans, Loan Origination, Retail Banking, Refinance, Lines Of Credit, Financial Analysis, Finance, Credit Risk, Underwriting, Cash Management, Credit Cards, Financial Risk, Deposits, Financial Advisory, Cross Selling, Loan Servicing
Education
Averett University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Averett University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Leidos May 2014 - Present
Y-12 Federal Credit Union May 2013 - May 2014
Wells Fargo March 2012 - December 2012
Springleaf Financial Services March 2011 - March 2012
Skills
Credit, Credit Analysis, Consumer Lending, Banking, Loans, Loan Origination, Retail Banking, Refinance, Lines Of Credit, Financial Analysis, Finance, Credit Risk, Underwriting, Cash Management, Credit Cards, Financial Risk, Deposits, Financial Advisory, Cross Selling, Loan Servicing
Education
Averett University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Averett University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Siddharth (Sidd) Saxena's Wells Fargo Experience June 2013 - August 2015
Job Investment Banking Analyst at Telos Advisors
Industry Banking
Experience
Telos Advisors September 2015 - Present
Wells Fargo June 2013 - August 2015
Consilium Partners June 2012 - May 2013
STS Capital Partners November 2012 - April 2013
Gerstein Fisher May 2011 - August 2011
Santa Cruz Capital May 2010 - August 2010
Rosenthal Baker Berman & Associates March 2010 - May 2010
Skills
Mergers & Acquisitions, Finance, Investments, Accounting, Capital IQ, Mergers, Due Diligence, Financial Analysis, Investment Banking, Valuation, LBO, DCF, Analysis, Corporate Finance
Education
Babson College 2009 — 2013
Bachelor of Science (B.S.), Finance
Wardlaw-Hartridge School
Telos Advisors September 2015 - Present
Wells Fargo June 2013 - August 2015
Consilium Partners June 2012 - May 2013
STS Capital Partners November 2012 - April 2013
Gerstein Fisher May 2011 - August 2011
Santa Cruz Capital May 2010 - August 2010
Rosenthal Baker Berman & Associates March 2010 - May 2010
Skills
Mergers & Acquisitions, Finance, Investments, Accounting, Capital IQ, Mergers, Due Diligence, Financial Analysis, Investment Banking, Valuation, LBO, DCF, Analysis, Corporate Finance
Education
Babson College 2009 — 2013
Bachelor of Science (B.S.), Finance
Wardlaw-Hartridge School
Allison Erskine Allison Erskine's Wells Fargo Experience June 2005 - January 2009
Job Business Analyst at Azusa Pacific University
Industry Higher Education
Experience
Azusa Pacific University July 2013 - Present
Azusa Pacific University June 2009 - July 2013
Wells Fargo June 2005 - January 2009
JCPenney April 2003 - February 2007
Skills
Higher Education, Student Affairs, Teaching, Training, Leadership Development, Resume Writing, Adult Education, Customer Service, Student Development
Education
Azusa Pacific University 2011 — 2013
Master's degree, Management/Human Resources
Cal State Fullerton 2007 — 2009
Bachelor's degree, Sociology
Fullerton College 2005 — 2007
General Education
Azusa Pacific University July 2013 - Present
Azusa Pacific University June 2009 - July 2013
Wells Fargo June 2005 - January 2009
JCPenney April 2003 - February 2007
Skills
Higher Education, Student Affairs, Teaching, Training, Leadership Development, Resume Writing, Adult Education, Customer Service, Student Development
Education
Azusa Pacific University 2011 — 2013
Master's degree, Management/Human Resources
Cal State Fullerton 2007 — 2009
Bachelor's degree, Sociology
Fullerton College 2005 — 2007
General Education
Belayet Khan Belayet Khan's Wells Fargo Experience November 2007 - May 2008
Job Internal Audit and Compliance
Industry Accounting
Experience
NYC DPR 2014 - Present
PwC 2014 - 2014
McGladrey January 2012 - October 2013
CheetahMail, an Experian Company May 2008 - April 2010
Wells Fargo November 2007 - May 2008
FORA.tv November 2007 - February 2008
EMC April 2006 - August 2006
Fidelity October 2005 - May 2006
Skills
E-commerce, Consulting, Strategy, Business Analysis, Risk Management, Business Process..., Internal Audit, GAAP, Analytics, Business Development, Project Management, Financial Services, Financial Modeling, Financial Analysis, Strategic Planning, Auditing, Finance, Accounting, Competitive Analysis, Analysis, Budgets, Customer Acquisition, Management, Financial Accounting, Financial Risk, Sarbanes-Oxley Act, Internal Controls, Business Planning, Financial Reporting, Market Research, Management Consulting, Business Strategy, Product Marketing, Mergers & Acquisitions, CRM, Online Marketing, Start-ups, Marketing, Corporate Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA
IE (Instituto de Empresa) 2006 — 2006
Long Island University, C.W. Post Campus
BSBA
Continuing Professional Education (CPE)
NYC DPR 2014 - Present
PwC 2014 - 2014
McGladrey January 2012 - October 2013
CheetahMail, an Experian Company May 2008 - April 2010
Wells Fargo November 2007 - May 2008
FORA.tv November 2007 - February 2008
EMC April 2006 - August 2006
Fidelity October 2005 - May 2006
Skills
E-commerce, Consulting, Strategy, Business Analysis, Risk Management, Business Process..., Internal Audit, GAAP, Analytics, Business Development, Project Management, Financial Services, Financial Modeling, Financial Analysis, Strategic Planning, Auditing, Finance, Accounting, Competitive Analysis, Analysis, Budgets, Customer Acquisition, Management, Financial Accounting, Financial Risk, Sarbanes-Oxley Act, Internal Controls, Business Planning, Financial Reporting, Market Research, Management Consulting, Business Strategy, Product Marketing, Mergers & Acquisitions, CRM, Online Marketing, Start-ups, Marketing, Corporate Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA
IE (Instituto de Empresa) 2006 — 2006
Long Island University, C.W. Post Campus
BSBA
Continuing Professional Education (CPE)
Adrian Franco, CCEP's Wells Fargo Experience August 2005 - September 2008
Job GOM Compliance Coordinator at Helmerich & Payne
Industry Oil & Energy
Experience
Helmerich & Payne July 2014 - Present
Helmerich & Payne April 2012 - July 2014
URS Flint September 2008 - April 2012
Wells Fargo August 2005 - September 2008
Skills
Code of Federal..., Offshore Oil & Gas, Safety Management..., Environmental Compliance, Training, Analysis, Management, Energy, Process Improvement, Team Building, Human Resources, Team Leadership, Employee Relations, Employee Benefits, Strategic Planning, Business Analysis, Strategic Financial..., Onboarding, HR Policies, Sales, Job Safety, Well Control
Education
Northeastern State University 2012 — 2014
Master of Business Administration (MBA)
Bacone College 2001 — 2004
Bachelor of Science (BS), International Business
Helmerich & Payne July 2014 - Present
Helmerich & Payne April 2012 - July 2014
URS Flint September 2008 - April 2012
Wells Fargo August 2005 - September 2008
Skills
Code of Federal..., Offshore Oil & Gas, Safety Management..., Environmental Compliance, Training, Analysis, Management, Energy, Process Improvement, Team Building, Human Resources, Team Leadership, Employee Relations, Employee Benefits, Strategic Planning, Business Analysis, Strategic Financial..., Onboarding, HR Policies, Sales, Job Safety, Well Control
Education
Northeastern State University 2012 — 2014
Master of Business Administration (MBA)
Bacone College 2001 — 2004
Bachelor of Science (BS), International Business
Amy Couch- Cazares Amy Couch- Cazares's Wells Fargo Experience April 2012 - August 2013
Job Therapist I at ACT Psychology
Industry Mental Health Care
Experience
ACT Psychology October 2014 - Present
Aegis Treatment Centers January 2014 - October 2014
Employment Placement Professionals May 2013 - October 2013
Wells Fargo April 2012 - August 2013
Skills
Microsoft Office, Mental Health, Group Therapy, Nonprofits, Non-profit Volunteering, Event Planning, Substance Abuse..., Crisis Intervention, Applied Behavior...
Education
Azusa Pacific University 2011 — 2016
Master of Social Work (MSW), Social Work
Northern Arizona University 2006 — 2010
Bachelor of Science (B.S.), Psychology, Sociology
ACT Psychology October 2014 - Present
Aegis Treatment Centers January 2014 - October 2014
Employment Placement Professionals May 2013 - October 2013
Wells Fargo April 2012 - August 2013
Skills
Microsoft Office, Mental Health, Group Therapy, Nonprofits, Non-profit Volunteering, Event Planning, Substance Abuse..., Crisis Intervention, Applied Behavior...
Education
Azusa Pacific University 2011 — 2016
Master of Social Work (MSW), Social Work
Northern Arizona University 2006 — 2010
Bachelor of Science (B.S.), Psychology, Sociology
Chad Elsarelli Chad Elsarelli's Wells Fargo Experience July 2010 - Present
Job Loan Doc Specialist IV at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo July 2010 - Present
Bank of America August 2005 - September 2008
Skills
Mortgage Lending, Loans, Banking, Credit, Risk Management, Customer Service, Computer Science, Databases, Web Design, Web Development, Computer Language, Technology, Information Technology, Java, JavaScript, SQL, C++, HTML, XML, HTML 5, IDE, Business Analysis, Microsoft Office
Education
Baker College Center for Graduate Studies 2014 — 2017
Bachelor of Applied Science (B.A.Sc.), Database Technology
Baker College Center for Graduate Studies 2011 — 2014
Associate of Arts and Sciences (AAS), Computer Programming
Wells Fargo July 2010 - Present
Bank of America August 2005 - September 2008
Skills
Mortgage Lending, Loans, Banking, Credit, Risk Management, Customer Service, Computer Science, Databases, Web Design, Web Development, Computer Language, Technology, Information Technology, Java, JavaScript, SQL, C++, HTML, XML, HTML 5, IDE, Business Analysis, Microsoft Office
Education
Baker College Center for Graduate Studies 2014 — 2017
Bachelor of Applied Science (B.A.Sc.), Database Technology
Baker College Center for Graduate Studies 2011 — 2014
Associate of Arts and Sciences (AAS), Computer Programming
Alexandria Loftin Alexandria Loftin's Wells Fargo Experience December 2013 - Present
Job Banking services
Industry Banking
Experience
Wells Fargo December 2013 - Present
Choctaw Casinos of Oklahoma October 2011 - Present
Skills
Customer Service, Hospitality, Resorts, Leadership, Team Building, Banking, Budgets, Customer Satisfaction, Gaming Industry, Management, Microsoft Office, Outlook, Poker, Sales, Teamwork, Time Management
Education
Grayson County College 2010 — 2013
University of North Texas 2007 — 2009
Bakersfield College
Wells Fargo December 2013 - Present
Choctaw Casinos of Oklahoma October 2011 - Present
Skills
Customer Service, Hospitality, Resorts, Leadership, Team Building, Banking, Budgets, Customer Satisfaction, Gaming Industry, Management, Microsoft Office, Outlook, Poker, Sales, Teamwork, Time Management
Education
Grayson County College 2010 — 2013
University of North Texas 2007 — 2009
Bakersfield College
Bob MacFarlane Bob MacFarlane's Wells Fargo Experience March 2010 - August 2011
Job CTO, Product Management at Adaptivity, Inc.
Industry Information Technology and Services
Experience
Adaptivity, Inc. August 2011 - Present
Wells Fargo March 2010 - August 2011
Wachovia October 2007 - August 2011
Wells Fargo 2009 - March 2010
EMC August 2006 - October 2007
EMC April 2004 - August 2005
EMC Computer Systems 1999 - 2001
Fore Systems / Marconi Communications 1996 - 1999
FORE Systems, Inc 1996 - 1997
EMC Computer Systems 1994 - 1996
Skills
Data Center, IT Strategy, Product Management, Architecture, Cloud Computing, Governance, Enterprise Architecture, IT Operations, Leadership, Inventory Management, IT Service Management, IT Transformation, ITIL, Software Development..., Lean IT, Entrepreneurship, IT Management, Storage, Cross-functional Team..., Business Continuity, Vendor Management, Disaster Recovery, Integration, Oracle, Program Management, Solution Architecture, Enterprise Software, Professional Services, SaaS, Management, Infrastructure, Testing, Project Portfolio..., Virtualization, Business Intelligence, PMP, Outsourcing, Software Project..., Process Engineering, Business Analysis, Architectures, SDLC
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
BS
University of New Hampshire 1986 — 1990
BS
manchester high school west
Adaptivity, Inc. August 2011 - Present
Wells Fargo March 2010 - August 2011
Wachovia October 2007 - August 2011
Wells Fargo 2009 - March 2010
EMC August 2006 - October 2007
EMC April 2004 - August 2005
EMC Computer Systems 1999 - 2001
Fore Systems / Marconi Communications 1996 - 1999
FORE Systems, Inc 1996 - 1997
EMC Computer Systems 1994 - 1996
Skills
Data Center, IT Strategy, Product Management, Architecture, Cloud Computing, Governance, Enterprise Architecture, IT Operations, Leadership, Inventory Management, IT Service Management, IT Transformation, ITIL, Software Development..., Lean IT, Entrepreneurship, IT Management, Storage, Cross-functional Team..., Business Continuity, Vendor Management, Disaster Recovery, Integration, Oracle, Program Management, Solution Architecture, Enterprise Software, Professional Services, SaaS, Management, Infrastructure, Testing, Project Portfolio..., Virtualization, Business Intelligence, PMP, Outsourcing, Software Project..., Process Engineering, Business Analysis, Architectures, SDLC
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
BS
University of New Hampshire 1986 — 1990
BS
manchester high school west
Lee Young III's Wells Fargo Experience July 2007 - July 2009
Job Attended Azusa Pacific University
Industry Market Research
Experience
Bluegreen Corporation March 2012 - June 2012
Wells Fargo July 2007 - July 2009
Paula's Playground Daycare Services July 2005 - July 2007
Jackson Hewitt January 2006 - April 2006
Skills
Teamwork, Customer-focused Service, Strategic Planning, Project Management, Business Strategy, PowerPoint, Microsoft Excel, Microsoft Word, Writing, Time Management, Competitive Analysis, Logical Thinker, Teaching, Event Planning, Public Speaking, Highly detail oriented, Critical Thinking, Consulting
Education
Azusa Pacific University 2011 — 2012
Masters of Business Administration, Business Administration and Management, 3.2 GPA
Azusa Pacific University 2007 — 2012
Bachelor's degree, Business Administration and Management, 3.4 GPA
Bluegreen Corporation March 2012 - June 2012
Wells Fargo July 2007 - July 2009
Paula's Playground Daycare Services July 2005 - July 2007
Jackson Hewitt January 2006 - April 2006
Skills
Teamwork, Customer-focused Service, Strategic Planning, Project Management, Business Strategy, PowerPoint, Microsoft Excel, Microsoft Word, Writing, Time Management, Competitive Analysis, Logical Thinker, Teaching, Event Planning, Public Speaking, Highly detail oriented, Critical Thinking, Consulting
Education
Azusa Pacific University 2011 — 2012
Masters of Business Administration, Business Administration and Management, 3.2 GPA
Azusa Pacific University 2007 — 2012
Bachelor's degree, Business Administration and Management, 3.4 GPA
Farrukh Saeed Farrukh Saeed's Wells Fargo Experience March 1997 - September 1999
Job President at Sierra Nevada EPL, Inc.
Industry Restaurants
Experience
Sierra Nevada EPL, Inc. October 1999 - Present
Wells Fargo March 1997 - September 1999
Wells Fargo Bank March 1995 - February 1997
Wells Fargo April 1994 - March 1995
Wells Fargo April 1991 - March 1994
Wells Fargo July 1990 - March 1991
Skills
Management, Franchise Consulting, Operations Management, Franchising, Restaurant Management, Restaurants, Income Statement, Sales, Leadership, Budgets, Business Development, Cross-functional Team..., Public Speaking, Retail, Product Management
Education
Azusa Pacific University 1990 — 1994
B.S, Applied Business Management
Sierra Nevada EPL, Inc. October 1999 - Present
Wells Fargo March 1997 - September 1999
Wells Fargo Bank March 1995 - February 1997
Wells Fargo April 1994 - March 1995
Wells Fargo April 1991 - March 1994
Wells Fargo July 1990 - March 1991
Skills
Management, Franchise Consulting, Operations Management, Franchising, Restaurant Management, Restaurants, Income Statement, Sales, Leadership, Budgets, Business Development, Cross-functional Team..., Public Speaking, Retail, Product Management
Education
Azusa Pacific University 1990 — 1994
B.S, Applied Business Management
Nandan Dhar Nandan Dhar's Wells Fargo Experience February 2011 - Present
Job Visionary Entrepreneur
Industry Information Technology and Services
Experience
Wells Fargo February 2011 - Present
Wells Fargo September 2008 - January 2011
Syntel Inc. October 1998 - August 2008
STG International Ltd May 1997 - October 1998
Infocom Digital Systems Ltd December 1996 - May 1997
STG International Ltd December 1995 - December 1996
Skills
SDLC, Requirements Analysis, Software Project..., Business Analysis, Requirements Gathering, Agile Methodologies, Business Intelligence, DB2, Solution Architecture
Education
Babasaheb Bhimrao Ambedkar University 1988 — 1992
BE
Doctor Babasaheb Ambedkar Marathwada University 1988 — 1992
BE
David Memorial High School 1983 — 1986
Wells Fargo February 2011 - Present
Wells Fargo September 2008 - January 2011
Syntel Inc. October 1998 - August 2008
STG International Ltd May 1997 - October 1998
Infocom Digital Systems Ltd December 1996 - May 1997
STG International Ltd December 1995 - December 1996
Skills
SDLC, Requirements Analysis, Software Project..., Business Analysis, Requirements Gathering, Agile Methodologies, Business Intelligence, DB2, Solution Architecture
Education
Babasaheb Bhimrao Ambedkar University 1988 — 1992
BE
Doctor Babasaheb Ambedkar Marathwada University 1988 — 1992
BE
David Memorial High School 1983 — 1986
Heather Bridgeman Heather Bridgeman's Wells Fargo Experience 2006 - 2010
Job Independent
Industry Human Resources
Experience
Wells Fargo 2006 - 2010
Skills
Management
Education
Baker College Center for Graduate Studies 2004 — 2008
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Wells Fargo 2006 - 2010
Skills
Management
Education
Baker College Center for Graduate Studies 2004 — 2008
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Barry Goldberg Barry Goldberg's Wells Fargo Experience 2011 - Present
Job Senior Vice President & Senior Private Banker Wells Fargo Private Bank (Wealth Management), Boca Raton, FL
Industry Financial Services
Experience
Wells Fargo 2011 - Present
Mid-Market Securities, LLC (branch office, OSJ) 2010 - 2011
Orion Bank (now IberiaBank) 2007 - 2009
Sun American Bank (now First-Citizens Bank) 2002 - 2007
Banyan Capital Markets, LLC (Colonial Capital Partners, LLC) 1997 - 2007
Northern Trust Bank of Florida 1995 - 1997
Barnett Bank (now Bank of America) 1993 - 1994
Barnett Bank (now Bank of America) 1991 - 1993
Fleet Bank (now Bank of America) 1988 - 1991
Fleet Bank (now Bank of America) 1987 - 1988
Skills
Mergers, Risk Management, Commercial Mortgages, Investments, Loans, Financial Analysis, Valuation, Banking, Due Diligence, Portfolio Management, Credit Analysis, Commercial Lending, Financial Modeling, Asset Managment, Corporate Finance, Credit, Underwriting, Private Equity, Commercial Banking, Capital Markets, Mortgage Lending, Mergers & Acquisitions, Wealth Management, Finance, Asset Management, Restructuring, Real Estate
Education
Professional Licensing 1998 — 2014
Series 7, Series 66, Securities Licensing
Babson College 1988 — 1990
MBA, Finance and Marketing
Lehigh University - College of Business and Economics 1980 — 1984
B.S., Business and Economics
Simsbury High School 1976 — 1980
College Preperatory
Wells Fargo 2011 - Present
Mid-Market Securities, LLC (branch office, OSJ) 2010 - 2011
Orion Bank (now IberiaBank) 2007 - 2009
Sun American Bank (now First-Citizens Bank) 2002 - 2007
Banyan Capital Markets, LLC (Colonial Capital Partners, LLC) 1997 - 2007
Northern Trust Bank of Florida 1995 - 1997
Barnett Bank (now Bank of America) 1993 - 1994
Barnett Bank (now Bank of America) 1991 - 1993
Fleet Bank (now Bank of America) 1988 - 1991
Fleet Bank (now Bank of America) 1987 - 1988
Skills
Mergers, Risk Management, Commercial Mortgages, Investments, Loans, Financial Analysis, Valuation, Banking, Due Diligence, Portfolio Management, Credit Analysis, Commercial Lending, Financial Modeling, Asset Managment, Corporate Finance, Credit, Underwriting, Private Equity, Commercial Banking, Capital Markets, Mortgage Lending, Mergers & Acquisitions, Wealth Management, Finance, Asset Management, Restructuring, Real Estate
Education
Professional Licensing 1998 — 2014
Series 7, Series 66, Securities Licensing
Babson College 1988 — 1990
MBA, Finance and Marketing
Lehigh University - College of Business and Economics 1980 — 1984
B.S., Business and Economics
Simsbury High School 1976 — 1980
College Preperatory
Michael A. McCormack's Wells Fargo Experience 2008 - 2012
Job Senior Vice President, Senior Commercial Credit Officer at City National Bank
Industry Banking
Experience
City National Bank October 2012 - Present
Wells Fargo 2008 - 2012
Wachovia Bank 2004 - 2008
SouthTrust Bank 1997 - 2004
First Union Commercial Corporation 1991 - 1997
Southeast Bank, NA 1979 - 1991
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Credit Analysis, Credit, Commercial Mortgages, Banking, SBA, Treasury Management, Underwriting, Consumer Lending, Cross Selling, Portfolio Management, Credit Risk, Cash Management, Asset Based Lending, Financial Analysis, Middle Market, Risk Management, Lines Of Credit, Due Diligence, Loan Origination, Finance
Education
Babson College
MBA, Finance
Boston College
BA, Magna Cum Laude, Business
City National Bank October 2012 - Present
Wells Fargo 2008 - 2012
Wachovia Bank 2004 - 2008
SouthTrust Bank 1997 - 2004
First Union Commercial Corporation 1991 - 1997
Southeast Bank, NA 1979 - 1991
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Credit Analysis, Credit, Commercial Mortgages, Banking, SBA, Treasury Management, Underwriting, Consumer Lending, Cross Selling, Portfolio Management, Credit Risk, Cash Management, Asset Based Lending, Financial Analysis, Middle Market, Risk Management, Lines Of Credit, Due Diligence, Loan Origination, Finance
Education
Babson College
MBA, Finance
Boston College
BA, Magna Cum Laude, Business
Jim Metcalfe Jim Metcalfe's Wells Fargo Experience July 1980 - September 2004
Job California Bank & Trust
Industry Banking
Experience
Califonia Bank & trust 1st Vice President and Branch ManagerCalifornia Bank & TrustJanuary 2009 - Present
IndyMac Bank September 2004 - September 2008
Wells Fargo July 1980 - September 2004
Skills
Problem Solving, Mortgage, Credit, Banking, Planning, Mergers, Customer Relations, Loans, Customer Service, Sales Management, Strategic Planning, Retail, Compliance, Mortgage Lending, Negotiation, Process Improvement, Underwriting, Commercial Banking, Team Building, Commercial Mortgages, Budgeting, Excel, Refinance, REO, Performance Management, Word, Portfolio Management, Coaching, Operations Management, Product Development, New Business Development, P&L, Credit Risk, Asset, Financial Planning, Loan Origination, Supervisory Skills, Account Management, Microsoft Office, Asset Management, Selling, PowerPoint, Insurance, Forecasting, Investments, Risk Management, Consumer Lending, Small Business Lending, Profit, Mortgage Banking
Education
Azusa Pacific University 1978 — 1980
BA, Business Administration and Management, General
Ventura College 1975 — 1978
AA, Marketing
Hueneme High 1970 — 1974
None, High School
Califonia Bank & trust 1st Vice President and Branch ManagerCalifornia Bank & TrustJanuary 2009 - Present
IndyMac Bank September 2004 - September 2008
Wells Fargo July 1980 - September 2004
Skills
Problem Solving, Mortgage, Credit, Banking, Planning, Mergers, Customer Relations, Loans, Customer Service, Sales Management, Strategic Planning, Retail, Compliance, Mortgage Lending, Negotiation, Process Improvement, Underwriting, Commercial Banking, Team Building, Commercial Mortgages, Budgeting, Excel, Refinance, REO, Performance Management, Word, Portfolio Management, Coaching, Operations Management, Product Development, New Business Development, P&L, Credit Risk, Asset, Financial Planning, Loan Origination, Supervisory Skills, Account Management, Microsoft Office, Asset Management, Selling, PowerPoint, Insurance, Forecasting, Investments, Risk Management, Consumer Lending, Small Business Lending, Profit, Mortgage Banking
Education
Azusa Pacific University 1978 — 1980
BA, Business Administration and Management, General
Ventura College 1975 — 1978
AA, Marketing
Hueneme High 1970 — 1974
None, High School
Whitney Berongi's Wells Fargo Experience October 2014 - Present
Job Marketing, PR, & Communications Specialist
Industry Public Relations and Communications
Experience
Wells Fargo October 2014 - Present
The Charlotte Observer June 2014 - Present
AAA Carolinas September 2007 - June 2014
Rack Room Shoes February 2002 - September 2007
Skills
Social Media, Marketing, Marketing Communications, Facebook, Public Relations, Social Networking, Microsoft Office, Public Speaking, Microsoft Excel, Press Releases, Budgets, Media Relations, PowerPoint, Copywriting, Blogging, Microsoft Word, Newsletters, Editing, Outlook, Time Management, Customer Service, Retail, Social Media Marketing, Email Marketing, Advertising, Event Management
Education
Winthrop University 2001 — 2003
Bachelor of Science (BS), Business Administration - Marketing
Averett University 1997 — 2001
Bachelor of Arts (B.A.), Business Administration - Accounting, Minor: English
Wells Fargo October 2014 - Present
The Charlotte Observer June 2014 - Present
AAA Carolinas September 2007 - June 2014
Rack Room Shoes February 2002 - September 2007
Skills
Social Media, Marketing, Marketing Communications, Facebook, Public Relations, Social Networking, Microsoft Office, Public Speaking, Microsoft Excel, Press Releases, Budgets, Media Relations, PowerPoint, Copywriting, Blogging, Microsoft Word, Newsletters, Editing, Outlook, Time Management, Customer Service, Retail, Social Media Marketing, Email Marketing, Advertising, Event Management
Education
Winthrop University 2001 — 2003
Bachelor of Science (BS), Business Administration - Marketing
Averett University 1997 — 2001
Bachelor of Arts (B.A.), Business Administration - Accounting, Minor: English
Keith Vercauteren Keith Vercauteren's Wells Fargo Experience July 2009 - Present
Job Managing Director Division Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2009 - Present
Bank of America 1998 - 2009
Filene's 1995 - 1998
Skills
Corporate Finance, Bankruptcy, Banking, Mergers & Acquisitions, Business Loans, Business Turn-arounds, Commercial Banking, Management, Retail, Multi-channel Retail, Online Retail, Asset Based Lending, Leveraged Finance, Underwriting, Finance, Commercial Lending, Credit Analysis, Structured Finance, Loans, Capital Markets, Private Equity, Portfolio Management, Mortgage Lending, Credit, Series 7, Investments, Financial Services, Wealth Management, Risk Management, Securities, Credit Risk
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor's degree, Finance, General
Babson College
Master of Business Administration (MBA), Finance, General
Wells Fargo July 2009 - Present
Bank of America 1998 - 2009
Filene's 1995 - 1998
Skills
Corporate Finance, Bankruptcy, Banking, Mergers & Acquisitions, Business Loans, Business Turn-arounds, Commercial Banking, Management, Retail, Multi-channel Retail, Online Retail, Asset Based Lending, Leveraged Finance, Underwriting, Finance, Commercial Lending, Credit Analysis, Structured Finance, Loans, Capital Markets, Private Equity, Portfolio Management, Mortgage Lending, Credit, Series 7, Investments, Financial Services, Wealth Management, Risk Management, Securities, Credit Risk
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor's degree, Finance, General
Babson College
Master of Business Administration (MBA), Finance, General
Claudia Helguero's Wells Fargo Experience September 2013 - May 2014
Job SVP Senior Client Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Wells Fargo September 2013 - May 2014
Bank of America September 2004 - May 2013
Bank of America June 2001 - August 2004
Hamilton Bank June 1995 - January 2000
Barnett Bank, N.A. October 1992 - June 1995
State Street Bank July 1990 - September 1992
Banco de Credito del Peru - BCP July 1986 - July 1987
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1989
Master of Business Administration (MBA), Marketing & Finance
Boston College 1982 — 1985
Bachelor of Arts (BA), Economics
Bank of America Merrill Lynch March 2015 - Present
Wells Fargo September 2013 - May 2014
Bank of America September 2004 - May 2013
Bank of America June 2001 - August 2004
Hamilton Bank June 1995 - January 2000
Barnett Bank, N.A. October 1992 - June 1995
State Street Bank July 1990 - September 1992
Banco de Credito del Peru - BCP July 1986 - July 1987
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1989
Master of Business Administration (MBA), Marketing & Finance
Boston College 1982 — 1985
Bachelor of Arts (BA), Economics
Heather Eschman Heather Eschman's Wells Fargo Experience September 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
State Street September 2013 - September 2014
CareCentrix October 2009 - November 2010
Critical Care Systems Inc. June 2008 - October 2009
Skills
Training, Management, Software Documentation, Auditing, Accounting, Invoicing, Policy, Healthcare, Insurance, Interviews, Coaching
Education
Kaplan University-Des Moines Campus 2012 — 2014
Master of Science in Accounting, Accounting - Audit, 3.4
Baker University 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Baker University 1996 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo September 2014 - Present
State Street September 2013 - September 2014
CareCentrix October 2009 - November 2010
Critical Care Systems Inc. June 2008 - October 2009
Skills
Training, Management, Software Documentation, Auditing, Accounting, Invoicing, Policy, Healthcare, Insurance, Interviews, Coaching
Education
Kaplan University-Des Moines Campus 2012 — 2014
Master of Science in Accounting, Accounting - Audit, 3.4
Baker University 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Baker University 1996 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Saad Haye Saad Haye's Wells Fargo Experience May 2012 - May 2013
Job Client Relationship Specialist at Vanguard Flagship Services
Industry Financial Services
Experience
Vanguard June 2014 - Present
Citizens Bank May 2013 - June 2014
Wells Fargo May 2012 - May 2013
Wells Fargo February 2012 - April 2012
Al Mansoor International June 2009 - October 2011
Skills
Management, Sales, Finance, Banking, Loans, Series 7, Investments, Series 63, Consulting, Relationship Building
Education
Villanova University 2013 — 2013
Postgraduate, Fixed Income Markets and Valuation
London Metropolitan University 2005 — 2008
Bachelor of Arts (Honors), Marketing
Bahria University 2004 — 2005
Bachelor of Business Administration (Honors), 30 Credits Completed
Vanguard June 2014 - Present
Citizens Bank May 2013 - June 2014
Wells Fargo May 2012 - May 2013
Wells Fargo February 2012 - April 2012
Al Mansoor International June 2009 - October 2011
Skills
Management, Sales, Finance, Banking, Loans, Series 7, Investments, Series 63, Consulting, Relationship Building
Education
Villanova University 2013 — 2013
Postgraduate, Fixed Income Markets and Valuation
London Metropolitan University 2005 — 2008
Bachelor of Arts (Honors), Marketing
Bahria University 2004 — 2005
Bachelor of Business Administration (Honors), 30 Credits Completed
Ben Mackay Ben Mackay's Wells Fargo Experience June 2007 - February 2008
Job Principal at Long Trail Holdings
Industry Venture Capital & Private Equity
Experience
Long Trail Holdings June 2014 - Present
Evolve Capital May 2008 - June 2014
Wells Fargo June 2007 - February 2008
Rosebud Group June 2004 - March 2007
Environmental Resource Center August 2003 - May 2005
NOLS 2001 - 2005
Skills
Private Equity, Mergers, Healthcare, Excel, Negotiation, Strategic Planning, Business Strategy, Program Management, Leadership Development, Organizational..., Organizational..., Conflict Resolution, Financial Analysis, Financial Modeling, Salesforce.com, Creative Problem Solving, Leveraged Finance, Cash Flow Management, Mergers & Acquisitions, Microsoft Excel, Strategy, Business Development, Leadership, Corporate Development, Due Diligence, Executive Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA, Finance and entrepreneurship
Colby College 1996 — 2000
B.A., Environmental Policy
The Blake School 1993 — 1996
Long Trail Holdings June 2014 - Present
Evolve Capital May 2008 - June 2014
Wells Fargo June 2007 - February 2008
Rosebud Group June 2004 - March 2007
Environmental Resource Center August 2003 - May 2005
NOLS 2001 - 2005
Skills
Private Equity, Mergers, Healthcare, Excel, Negotiation, Strategic Planning, Business Strategy, Program Management, Leadership Development, Organizational..., Organizational..., Conflict Resolution, Financial Analysis, Financial Modeling, Salesforce.com, Creative Problem Solving, Leveraged Finance, Cash Flow Management, Mergers & Acquisitions, Microsoft Excel, Strategy, Business Development, Leadership, Corporate Development, Due Diligence, Executive Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA, Finance and entrepreneurship
Colby College 1996 — 2000
B.A., Environmental Policy
The Blake School 1993 — 1996
Marc Costanzo Marc Costanzo's Wells Fargo Experience March 2012 - October 2012
Job Lead Teller at Wells Fargo
Industry Banking
Experience
Greater New Haven Baseball Umpires Association March 2011 - Present
Wells Fargo March 2012 - October 2012
Wells Fargo March 2011 - March 2012
John J. Sullivan's June 2007 - August 2010
IGA: Adam's SuperFood Stores April 2004 - August 2006
Skills
Customer Service, Banking, Microsoft Office, SQL, Matlab, R, Team Leadership, Direct Sales, Sales Management, Cross Selling, Cash Management, Fraud Detection, QuickBooks, Financial Reporting, Compliance, Operations Management, Client Relations Skills, Cash Handling Experience, Reports Analysis, Financial Advisory, Risk Management, Financial Calculations, Mentoring, Coaching, Financial Accounting
Education
Baker College Center for Graduate Studies 2012 — 2014
Masters of Business Administration, Accounting, N/A
Gateway Community College 2012 — 2013
Accountant Assistant's Certificate, Accounting
Marist College 2006 — 2010
Bachelors, Mathematics
Greater New Haven Baseball Umpires Association March 2011 - Present
Wells Fargo March 2012 - October 2012
Wells Fargo March 2011 - March 2012
John J. Sullivan's June 2007 - August 2010
IGA: Adam's SuperFood Stores April 2004 - August 2006
Skills
Customer Service, Banking, Microsoft Office, SQL, Matlab, R, Team Leadership, Direct Sales, Sales Management, Cross Selling, Cash Management, Fraud Detection, QuickBooks, Financial Reporting, Compliance, Operations Management, Client Relations Skills, Cash Handling Experience, Reports Analysis, Financial Advisory, Risk Management, Financial Calculations, Mentoring, Coaching, Financial Accounting
Education
Baker College Center for Graduate Studies 2012 — 2014
Masters of Business Administration, Accounting, N/A
Gateway Community College 2012 — 2013
Accountant Assistant's Certificate, Accounting
Marist College 2006 — 2010
Bachelors, Mathematics
catherine simms catherine simms's Wells Fargo Experience 2006 - Present
Job Senior Private Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank 2006 - Present
Wells Fargo 2006 - Present
Rotary International 2009 - 2010
First Interstate Bank July 1978 - 1996
Skills
Loans, Investments, Banking, Wealth Management, Financial Analysis, Private Banking, Wealth Management..., Risk Management, Mortgage Lending, Credit, Commercial Banking, Commercial Lending, Portfolio Management, Strategic Financial..., Series 7, Credit Analysis, Financial Planning
Education
USC Marshall School of Business
Master of Business Administration (MBA), Finance, General
Azusa Pacific University
Bachelor of Arts (B.A.), Psychology
Wells Fargo Bank 2006 - Present
Wells Fargo 2006 - Present
Rotary International 2009 - 2010
First Interstate Bank July 1978 - 1996
Skills
Loans, Investments, Banking, Wealth Management, Financial Analysis, Private Banking, Wealth Management..., Risk Management, Mortgage Lending, Credit, Commercial Banking, Commercial Lending, Portfolio Management, Strategic Financial..., Series 7, Credit Analysis, Financial Planning
Education
USC Marshall School of Business
Master of Business Administration (MBA), Finance, General
Azusa Pacific University
Bachelor of Arts (B.A.), Psychology
Evan Israelson's Wells Fargo Experience October 2008 - May 2012
Job VP at People's United Bank
Industry Financial Services
Experience
People's United Bank May 2012 - Present
Wells Fargo October 2008 - May 2012
Sovereign Bank February 2006 - October 2008
Webster Bank May 2004 - January 2006
Bank of America January 1997 - May 2004
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1997
Master of Business Administration (MBA)
Framingham State College 1987 — 1993
Bachelor's degree, Economics
FNHS Class of 87
FNHS Class of 87
FNHS Class of 87
People's United Bank May 2012 - Present
Wells Fargo October 2008 - May 2012
Sovereign Bank February 2006 - October 2008
Webster Bank May 2004 - January 2006
Bank of America January 1997 - May 2004
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1997
Master of Business Administration (MBA)
Framingham State College 1987 — 1993
Bachelor's degree, Economics
FNHS Class of 87
FNHS Class of 87
FNHS Class of 87
Tamika Lewis's Wells Fargo Experience May 2014 - Present
Job Financial Crimes Specialist IV at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2014 - Present
Wells Fargo April 2014 - May 2014
Wells Fargo Bank, NA February 2011 - March 2014
Allstate May 2008 - February 2011
Roanoke Valley Credit Union December 2000 - January 2006
Skills
Banking, Risk Management, Retail Banking, Credit Analysis, Financial Risk, Credit Risk, Financial Services, Consumer Lending, Analysis, Payments, Finance, Customer Service, Microsoft Office, Sales, Leadership, Microsoft Word
Education
Averett University 2012 — 2016
Business Administration and Management, General
Patrick Henry High School 1993 — 1997
Va Standard Diploma, General Studies
Wells Fargo May 2014 - Present
Wells Fargo April 2014 - May 2014
Wells Fargo Bank, NA February 2011 - March 2014
Allstate May 2008 - February 2011
Roanoke Valley Credit Union December 2000 - January 2006
Skills
Banking, Risk Management, Retail Banking, Credit Analysis, Financial Risk, Credit Risk, Financial Services, Consumer Lending, Analysis, Payments, Finance, Customer Service, Microsoft Office, Sales, Leadership, Microsoft Word
Education
Averett University 2012 — 2016
Business Administration and Management, General
Patrick Henry High School 1993 — 1997
Va Standard Diploma, General Studies
Steven Jurgens-Ling Steven Jurgens-Ling's Wells Fargo Experience 2002 - 2005
Job Counselor / Motivational Speaker at TURK
Industry Mental Health Care
Experience
TURK 1987 - Present
Avanti Food Corporation / Gia Pronto October 2007 - August 2013
Freelance: Voice Over / Visual Arts 2006 - 2008
Wells Fargo 2002 - 2005
Wells Fargo Home Mortgage 1997 - 2002
North Carolina Conference of The United Methodist Church 1987 - 1997
Skills
Operations Management, Public Speaking, Customer Service, Customer Satisfaction, Customer Retention, Diversity & Inclusion, Personal Development, Training, Teaching, Team Leadership, Presentations, Mental Health Counseling, Professional Mentoring, Communication, Job Evaluation, Visual Arts, Non-profit..., Non-profit Leadership, Food Service
Education
Duke University Divinity School 1986 — 1989
Master of Divinity (MDiv), Divinity/Ministry
Averett University 1981 — 1985
B.A., English
TURK 1987 - Present
Avanti Food Corporation / Gia Pronto October 2007 - August 2013
Freelance: Voice Over / Visual Arts 2006 - 2008
Wells Fargo 2002 - 2005
Wells Fargo Home Mortgage 1997 - 2002
North Carolina Conference of The United Methodist Church 1987 - 1997
Skills
Operations Management, Public Speaking, Customer Service, Customer Satisfaction, Customer Retention, Diversity & Inclusion, Personal Development, Training, Teaching, Team Leadership, Presentations, Mental Health Counseling, Professional Mentoring, Communication, Job Evaluation, Visual Arts, Non-profit..., Non-profit Leadership, Food Service
Education
Duke University Divinity School 1986 — 1989
Master of Divinity (MDiv), Divinity/Ministry
Averett University 1981 — 1985
B.A., English
Crystal Betterman, M.A.'s Wells Fargo Experience June 2013 - Present
Job Private Banker
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Wells Fargo Advisors, LLC April 2012 - June 2013
Wells Fargo December 2008 - April 2012
Wells Fargo Financial May 2007 - December 2008
Skills
Banking, Finance, Financial Analysis, Insurance, Investment Advisory, Investments, Marketing, Negotiation, Retail Banking, Retirement, Retirement Planning, Series 7, Tax, Training, Wealth Management
Education
California State University-Dominguez Hills 2010 — 2011
Masters of Arts, Negotiation and Conflict Resolution
Baker University 2004 — 2007
Bachelors of Science, Business Marketing/Management
Wells Fargo June 2013 - Present
Wells Fargo Advisors, LLC April 2012 - June 2013
Wells Fargo December 2008 - April 2012
Wells Fargo Financial May 2007 - December 2008
Skills
Banking, Finance, Financial Analysis, Insurance, Investment Advisory, Investments, Marketing, Negotiation, Retail Banking, Retirement, Retirement Planning, Series 7, Tax, Training, Wealth Management
Education
California State University-Dominguez Hills 2010 — 2011
Masters of Arts, Negotiation and Conflict Resolution
Baker University 2004 — 2007
Bachelors of Science, Business Marketing/Management
Dan Simerman's Wells Fargo Experience July 2012 - August 2014
Job The Happy Product Strategist
Industry Information Technology and Services
Experience
Skookum Digital Works September 2014 - Present
Wells Fargo July 2012 - August 2014
Synechron December 2011 - August 2014
PASSUR Aerospace May 2010 - August 2010
Personal Democracy Forum May 2009 - September 2009
Bobbleme! September 2007 - May 2008
Stamford's First Youth Filmmakers Festival September 2005 - June 2006
Skills
Strategy, Market Research, Start-ups, Entrepreneurship, Marketing, Social Media, Project Management, SEO, Leadership, Salesforce.com, Business Analysis, Business Strategy, Microsoft Office, Social Media Marketing, CRM, SharePoint, Business Development, Microsoft Excel, User Interface Design, Requirements Gathering, User Experience, SQL, Requirements Analysis, Business Requirements, Wire Framing, Unit Testing, Manual Testing, Enterprise Software, Banking, Wealth Management, Lean Software..., Financial Software..., Mobile Testing, Bonds, Service Design, Brand Management, User Experience Design, Ethnography
Education
Babson College 2007 — 2011
Bachelor of Science
west hill
Skookum Digital Works September 2014 - Present
Wells Fargo July 2012 - August 2014
Synechron December 2011 - August 2014
PASSUR Aerospace May 2010 - August 2010
Personal Democracy Forum May 2009 - September 2009
Bobbleme! September 2007 - May 2008
Stamford's First Youth Filmmakers Festival September 2005 - June 2006
Skills
Strategy, Market Research, Start-ups, Entrepreneurship, Marketing, Social Media, Project Management, SEO, Leadership, Salesforce.com, Business Analysis, Business Strategy, Microsoft Office, Social Media Marketing, CRM, SharePoint, Business Development, Microsoft Excel, User Interface Design, Requirements Gathering, User Experience, SQL, Requirements Analysis, Business Requirements, Wire Framing, Unit Testing, Manual Testing, Enterprise Software, Banking, Wealth Management, Lean Software..., Financial Software..., Mobile Testing, Bonds, Service Design, Brand Management, User Experience Design, Ethnography
Education
Babson College 2007 — 2011
Bachelor of Science
west hill
Erik Enos's Wells Fargo Experience November 2004 - March 2008
Job HLS Loan Processor II
Industry Banking
Experience
Citizens Bank April 2013 - Present
Ryder Transportation March 2008 - September 2012
Wells Fargo November 2004 - March 2008
Skills
Sales, Sales Management, Residential Mortgages, Mortgage Lending, Mortgage Underwriting
Education
Babson College 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Saint Sebastian's 1993 — 1998
Citizens Bank April 2013 - Present
Ryder Transportation March 2008 - September 2012
Wells Fargo November 2004 - March 2008
Skills
Sales, Sales Management, Residential Mortgages, Mortgage Lending, Mortgage Underwriting
Education
Babson College 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Saint Sebastian's 1993 — 1998
Jon Sarb Jon Sarb's Wells Fargo Experience 2003 - 2006
Job Business Development at Booyango
Industry Staffing and Recruiting
Experience
Booyango December 2011 - Present
Cohesive Marketing Group 2011 - October 2011
Wells Fargo 2003 - 2006
Sofin Financial 2002 - 2003
Safety-Kleen 1999 - 2002
CommonPoint Lending 1992 - 2002
Howmet 1985 - 1992
Skills
Full-cycle Recruiting, Sourcing, Market Research, Recruiting, Leadership, Marketing, Marketing Strategy, Cross-functional Team..., Management, Human Resources, Team Building, Strategy, Business Development, Interviews, Sales Management, Executive Management, Networking, CRM, Selling, B2B, Cold Calling, Temporary Placement, Technical Recruiting, Staffing Services, SDLC, Strategic Planning, Account Management, Leadership Development, Hiring, Sales
Education
Baker College Business and Corporate Services 1987 — 1988
Business Management
Booyango December 2011 - Present
Cohesive Marketing Group 2011 - October 2011
Wells Fargo 2003 - 2006
Sofin Financial 2002 - 2003
Safety-Kleen 1999 - 2002
CommonPoint Lending 1992 - 2002
Howmet 1985 - 1992
Skills
Full-cycle Recruiting, Sourcing, Market Research, Recruiting, Leadership, Marketing, Marketing Strategy, Cross-functional Team..., Management, Human Resources, Team Building, Strategy, Business Development, Interviews, Sales Management, Executive Management, Networking, CRM, Selling, B2B, Cold Calling, Temporary Placement, Technical Recruiting, Staffing Services, SDLC, Strategic Planning, Account Management, Leadership Development, Hiring, Sales
Education
Baker College Business and Corporate Services 1987 — 1988
Business Management
Dave Alicandro's Wells Fargo Experience January 2009 - Present
Job Vice President, Technology Relationship Manager, Retirement Technology at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2009 - Present
Wachovia June 2003 - October 2009
PFPC December 1999 - June 2003
First Data, Investor Services Group April 1995 - November 1999
Allmerica Financial June 1980 - March 1995
Skills
Information Technology, Technology Management, Project Management, Risk Assessment, Technology Risk..., Information Security, Information Systems, Information Security..., IT Audit, IT Strategy, Vendor Management, Business Analysis, SDLC, Process Improvement, Requirements Analysis, Enterprise Architecture, Software Project..., Leadership, IT Management, Integration, Management, Business Process..., Requirements Gathering
Education
Babson College 1976 — 1980
BS, Finance/Quantitative Methods and Communications
Wells Fargo January 2009 - Present
Wachovia June 2003 - October 2009
PFPC December 1999 - June 2003
First Data, Investor Services Group April 1995 - November 1999
Allmerica Financial June 1980 - March 1995
Skills
Information Technology, Technology Management, Project Management, Risk Assessment, Technology Risk..., Information Security, Information Systems, Information Security..., IT Audit, IT Strategy, Vendor Management, Business Analysis, SDLC, Process Improvement, Requirements Analysis, Enterprise Architecture, Software Project..., Leadership, IT Management, Integration, Management, Business Process..., Requirements Gathering
Education
Babson College 1976 — 1980
BS, Finance/Quantitative Methods and Communications
Brad Baumgardner Brad Baumgardner's Wells Fargo Experience July 2006 - July 2010
Job Master Resilience Trainer Performance Expert at Comprehensive Soldier and Family Fitness U.S. Army
Industry Military
Experience
Comprehensive Soldier and Family Fitness- U.S. Army November 2012 - Present
Mental Component February 2011 - Present
My Mental Performance June 2011 - June 2012
Wells Fargo July 2006 - July 2010
Dobias-Baumgardner Research and Analysis Team 2008 - 2008
Skills
Sports, Coaching, Team Building
Education
John F. Kennedy University 2009 — 2011
2011, Sport Psychology
Azusa Pacific University 2004 — 2007
B.A., Psychology
Lithuania Christian College 2005 — 2005
Psychology
Comprehensive Soldier and Family Fitness- U.S. Army November 2012 - Present
Mental Component February 2011 - Present
My Mental Performance June 2011 - June 2012
Wells Fargo July 2006 - July 2010
Dobias-Baumgardner Research and Analysis Team 2008 - 2008
Skills
Sports, Coaching, Team Building
Education
John F. Kennedy University 2009 — 2011
2011, Sport Psychology
Azusa Pacific University 2004 — 2007
B.A., Psychology
Lithuania Christian College 2005 — 2005
Psychology
Chip Edwards Chip Edwards's Wells Fargo Experience 2005 - April 2014
Job Technology Manager at LPL Financial
Industry Investment Management
Experience
LPL Financial April 2014 - Present
Wells Fargo 2005 - April 2014
Wells Capital Management 2009 - 2012
Evergreen Investments 2005 - 2009
Wachovia 2004 - 2009
Deutsche Asset Management 1993 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder Kemper Investments 1998 - 2002
Scudder, Stevens and Clark 1993 - 1998
City National Bank 1986 - 1993
Skills
Managing Teams, Investment Management, Fixed Income, Equities, Post Trade, Data Management, Data Warehousing, SQL, Integration, Business Analysis, Asset Management, Mobile Technology, Asset Managment, SharePoint, Team Leadership, Back Office, Trading Systems, Databases, VBA, Business Intelligence, Data Integration, Securities, Data Modeling, ETL, Prezi, Process Improvement, ITIL, Market Data, Strategy, Analysis, Team Management
Education
Azusa Pacific University 1992 — 1996
Masters, Applied Computer Science
The Master's College 1982 — 1986
BA, Business
LPL Financial April 2014 - Present
Wells Fargo 2005 - April 2014
Wells Capital Management 2009 - 2012
Evergreen Investments 2005 - 2009
Wachovia 2004 - 2009
Deutsche Asset Management 1993 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder Kemper Investments 1998 - 2002
Scudder, Stevens and Clark 1993 - 1998
City National Bank 1986 - 1993
Skills
Managing Teams, Investment Management, Fixed Income, Equities, Post Trade, Data Management, Data Warehousing, SQL, Integration, Business Analysis, Asset Management, Mobile Technology, Asset Managment, SharePoint, Team Leadership, Back Office, Trading Systems, Databases, VBA, Business Intelligence, Data Integration, Securities, Data Modeling, ETL, Prezi, Process Improvement, ITIL, Market Data, Strategy, Analysis, Team Management
Education
Azusa Pacific University 1992 — 1996
Masters, Applied Computer Science
The Master's College 1982 — 1986
BA, Business
Elizabeth Adelle Greenberg Elizabeth Adelle Greenberg's Wells Fargo Experience May 2010 - February 2011
Job Executive Assistant at Wellesley Bank
Industry Financial Services
Experience
Wellesley Bank February 2014 - Present
Boston Private Bank May 2012 - January 2014
Boston Private Bank July 2011 - June 2012
Rocky Mountain Bank February 2011 - June 2011
Wells Fargo May 2010 - February 2011
Cloudveil Mountain Works June 2009 - March 2010
Hoback Sports June 2008 - June 2009
Astrid Boutique January 2006 - January 2007
Café Guru June 2004 - September 2006
Skills
Customer Service, Sales, Banking, Management, Outlook, Budgets, Risk Management, Microsoft Excel, Social Media, Financial Analysis, Event Planning, Finance, Accounting, CRM, Microsoft Office, Public Relations, Coaching, Marketing Strategy, QuickBooks, Data Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), 2017 MBA Candidate
University of Maryland College Park 2004 — 2008
BS, Marketing
Robert H. Smith School of Business 2003 — 2008
Bachelor of Science, Marketing
National Outdoor Leadership School 2007 — 2007
Outdoor Education
The Key School
High School Diploma
Wellesley Bank February 2014 - Present
Boston Private Bank May 2012 - January 2014
Boston Private Bank July 2011 - June 2012
Rocky Mountain Bank February 2011 - June 2011
Wells Fargo May 2010 - February 2011
Cloudveil Mountain Works June 2009 - March 2010
Hoback Sports June 2008 - June 2009
Astrid Boutique January 2006 - January 2007
Café Guru June 2004 - September 2006
Skills
Customer Service, Sales, Banking, Management, Outlook, Budgets, Risk Management, Microsoft Excel, Social Media, Financial Analysis, Event Planning, Finance, Accounting, CRM, Microsoft Office, Public Relations, Coaching, Marketing Strategy, QuickBooks, Data Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), 2017 MBA Candidate
University of Maryland College Park 2004 — 2008
BS, Marketing
Robert H. Smith School of Business 2003 — 2008
Bachelor of Science, Marketing
National Outdoor Leadership School 2007 — 2007
Outdoor Education
The Key School
High School Diploma
Sara Jensen, RDMS (AB) (OB) Sara Jensen, RDMS (AB) (OB)'s Wells Fargo Experience July 2001 - August 2003
Job Sonographer
Industry Medical Practice
Experience
Triad Diagnostic Technologies, LLC December 2014 - May 2015
Henry Ford Health System June 2014 - August 2014
St. Joseph Mercy October 2013 - August 2014
St. John Providence Health System April 2014 - June 2014
Wells Fargo July 2001 - August 2003
Skills
Ultrasound, Patient Safety, Compassion, Confidentiality, Customer Service, Medical Terminology, First Aid, CPR Certified, Abdominal, Leadership, Microsoft Office, PACS, Small Parts
Education
Baker College of Auburn Hills 2011 — 2014
AS, Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
Triad Diagnostic Technologies, LLC December 2014 - May 2015
Henry Ford Health System June 2014 - August 2014
St. Joseph Mercy October 2013 - August 2014
St. John Providence Health System April 2014 - June 2014
Wells Fargo July 2001 - August 2003
Skills
Ultrasound, Patient Safety, Compassion, Confidentiality, Customer Service, Medical Terminology, First Aid, CPR Certified, Abdominal, Leadership, Microsoft Office, PACS, Small Parts
Education
Baker College of Auburn Hills 2011 — 2014
AS, Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
Brian Bearman Brian Bearman's Wells Fargo Experience May 1996 - March 2007
Job Commercial Banker at BBVA Compass
Industry Banking
Experience
BBVA Compass September 2013 - Present
BBVA Compass January 2007 - August 2013
Wells Fargo May 1996 - March 2007
Skills
Commercial Lending, Small Business Lending, Loans, Credit Analysis, Credit, Banking, Consumer Lending, Lines Of Credit, Retail Banking, Credit Risk, Mortgage Lending, Portfolio Management, Loan Origination, Treasury Management, Underwriting
Education
Azusa Pacific University 1995 — 1999
Bachelor of Business Administration (BBA), Marketing
BBVA Compass September 2013 - Present
BBVA Compass January 2007 - August 2013
Wells Fargo May 1996 - March 2007
Skills
Commercial Lending, Small Business Lending, Loans, Credit Analysis, Credit, Banking, Consumer Lending, Lines Of Credit, Retail Banking, Credit Risk, Mortgage Lending, Portfolio Management, Loan Origination, Treasury Management, Underwriting
Education
Azusa Pacific University 1995 — 1999
Bachelor of Business Administration (BBA), Marketing
Briggett Masi, M.A. HROD Briggett Masi, M.A. HROD's Wells Fargo Experience October 2011 - Present
Job Banking
Industry Banking
Experience
Wells Fargo October 2011 - Present
Painting by Design October 2008 - October 2011
Sunrise Senior Living July 2007 - May 2008
Skills
Performance Management, System Administration, Policy, Credit, Banking, Project Planning, Cash Management, Call Center, 10 Key, Customer Retention, Consumer Lending, HR Policies, Employee Grievance, End to End Recruitments, Talent Mining, Candidate Retention
Education
Azusa Pacific University 2008 — 2010
M.A.,, Human Resources and Organizational Development
Biola University 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
Wells Fargo October 2011 - Present
Painting by Design October 2008 - October 2011
Sunrise Senior Living July 2007 - May 2008
Skills
Performance Management, System Administration, Policy, Credit, Banking, Project Planning, Cash Management, Call Center, 10 Key, Customer Retention, Consumer Lending, HR Policies, Employee Grievance, End to End Recruitments, Talent Mining, Candidate Retention
Education
Azusa Pacific University 2008 — 2010
M.A.,, Human Resources and Organizational Development
Biola University 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
Shawna S. Banks Shawna S. Banks's Wells Fargo Experience November 2014 - Present
Job Loan Administration Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Wells Fargo April 2012 - Present
Wells Fargo Bank June 2011 - May 2012
Wells Fargo Bank March 2010 - June 2011
Wells Fargo Bank June 2002 - March 2010
Wells Fargo Bank January 2000 - January 2002
Skills
Interpretation of..., Commerical Operations..., Outstanding Customer..., Leadership Development, Customer Service, Loans, Banking, Analysis, Leadership, Training, Credit, Process Improvement, Public Speaking, Risk Management, Sales
Education
Averett University 2009 — 2011
Master of Business Administration, 2011
Ferrum College 1995 — 1998
Bachelor's Degree, Business Administration
Wells Fargo November 2014 - Present
Wells Fargo April 2012 - Present
Wells Fargo Bank June 2011 - May 2012
Wells Fargo Bank March 2010 - June 2011
Wells Fargo Bank June 2002 - March 2010
Wells Fargo Bank January 2000 - January 2002
Skills
Interpretation of..., Commerical Operations..., Outstanding Customer..., Leadership Development, Customer Service, Loans, Banking, Analysis, Leadership, Training, Credit, Process Improvement, Public Speaking, Risk Management, Sales
Education
Averett University 2009 — 2011
Master of Business Administration, 2011
Ferrum College 1995 — 1998
Bachelor's Degree, Business Administration
Lance Soderberg Lance Soderberg's Wells Fargo Experience April 2011 - December 2011
Job Sr. Account ExecutiveMidMarket at RingCentral
Industry Computer Software
Experience
RingCentral July 2015 - Present
Billtrust January 2014 - June 2015
Open Scan Technologies, Inc. January 2012 - January 2014
Wells Fargo April 2011 - December 2011
Wells Fargo October 2010 - April 2011
Basketball June 2006 - June 2010
Skills
Sales, Strategy, Finance, Leadership, Sales Management, Customer Service, Accounts Receivable, B2B, Account Management, Sales Process, Microsoft Excel, Lead Generation, Process Improvement, Direct Sales, Public Speaking, Credit, Business Process..., Basketball, Retail Banking, Accounts Payable, PowerPoint, SugarCRM, Banking, Loans, Microsoft Word, Training
Education
Azusa Pacific University 2002 — 2007
Bachelor of Arts, Liberal Studies/ Credential Program K-8
RingCentral July 2015 - Present
Billtrust January 2014 - June 2015
Open Scan Technologies, Inc. January 2012 - January 2014
Wells Fargo April 2011 - December 2011
Wells Fargo October 2010 - April 2011
Basketball June 2006 - June 2010
Skills
Sales, Strategy, Finance, Leadership, Sales Management, Customer Service, Accounts Receivable, B2B, Account Management, Sales Process, Microsoft Excel, Lead Generation, Process Improvement, Direct Sales, Public Speaking, Credit, Business Process..., Basketball, Retail Banking, Accounts Payable, PowerPoint, SugarCRM, Banking, Loans, Microsoft Word, Training
Education
Azusa Pacific University 2002 — 2007
Bachelor of Arts, Liberal Studies/ Credential Program K-8
Chris Matkin Chris Matkin's Wells Fargo Experience May 2014 - Present
Job Senior Vice President at Wells Fargo
Industry Insurance
Experience
Wells Fargo May 2014 - Present
Willis July 2007 - May 2014
Mercer Health & Benefits 2003 - 2007
Watson Wyatt 1998 - 2002
Towers Perrin 1996 - 1998
Prudential Insurance 1992 - 1996
Skills
Employee Benefits, Mergers, Executive Pay, Health Insurance, Insurance, Deferred Compensation, Strategic Planning, Management Consulting, Benefits Administration, Claim, Workers Compensation, Leadership, Mergers & Acquisitions, Disability Insurance, Strategy, Executive Management, Health Savings Accounts, Coaching, Underwriting
Education
University of Southern California - Marshall School of Business 1994 — 1997
MBA
Azusa Pacific University 1990 — 1992
BS, Mathematics & Physics
Wells Fargo May 2014 - Present
Willis July 2007 - May 2014
Mercer Health & Benefits 2003 - 2007
Watson Wyatt 1998 - 2002
Towers Perrin 1996 - 1998
Prudential Insurance 1992 - 1996
Skills
Employee Benefits, Mergers, Executive Pay, Health Insurance, Insurance, Deferred Compensation, Strategic Planning, Management Consulting, Benefits Administration, Claim, Workers Compensation, Leadership, Mergers & Acquisitions, Disability Insurance, Strategy, Executive Management, Health Savings Accounts, Coaching, Underwriting
Education
University of Southern California - Marshall School of Business 1994 — 1997
MBA
Azusa Pacific University 1990 — 1992
BS, Mathematics & Physics
Marc Saint-Pierre's Wells Fargo Experience March 2010 - February 2012
Job Mobile Product Manager
Industry Internet
Experience
Kaiser Permanente February 2013 - Present
Wells Fargo March 2010 - February 2012
Patelco Credit Union December 2006 - January 2010
Adteractive.com October 2005 - December 2006
Monster.com August 2004 - October 2005
Electronic Arts January 2000 - February 2002
Bank of America November 1996 - January 2000
Skills
Permission Marketing, inbound marketing, Online Product Marketing, SEO, Email Marketing, Product Roadmap..., writing Creative briefs, Online Metrics, Online Marketing, viral marketing, integrated marketing..., drive..., writing Business..., Inbound Marketing, Product Marketing, Web Project Management, Competitive Analysis, Integrated Marketing, Viral Marketing, Lead Generation, SDLC, Mobile Devices, Analytics, Direct Marketing, Strategy, CRM
Education
Babson College 1989 — 1993
BS, Marketing, Entrepreneurship
Deerfield Academy 1987 — 1989
Kaiser Permanente February 2013 - Present
Wells Fargo March 2010 - February 2012
Patelco Credit Union December 2006 - January 2010
Adteractive.com October 2005 - December 2006
Monster.com August 2004 - October 2005
Electronic Arts January 2000 - February 2002
Bank of America November 1996 - January 2000
Skills
Permission Marketing, inbound marketing, Online Product Marketing, SEO, Email Marketing, Product Roadmap..., writing Creative briefs, Online Metrics, Online Marketing, viral marketing, integrated marketing..., drive..., writing Business..., Inbound Marketing, Product Marketing, Web Project Management, Competitive Analysis, Integrated Marketing, Viral Marketing, Lead Generation, SDLC, Mobile Devices, Analytics, Direct Marketing, Strategy, CRM
Education
Babson College 1989 — 1993
BS, Marketing, Entrepreneurship
Deerfield Academy 1987 — 1989
Renee Pederson Renee Pederson's Wells Fargo Experience June 2011 - Present
Job CPA at Wells Fargo
Industry Accounting
Experience
Wells Fargo June 2011 - Present
Orange County Equality Coalition July 2009 - April 2012
Mayer Hoffman McCann, P.C. May 2001 - February 2011
CBIZ MHM, LLC May 2001 - February 2011
Skills
Real Estate, Auditing, CPA, GAAP, Assurance, Internal Controls, US GAAP, Financial Reporting, Financial Accounting, Accounting, Sarbanes-Oxley Act, Account Reconciliation, Financial Statements
Education
Azusa Pacific University 1997 — 2001
Bachelor of Science (BS), Accounting
Wells Fargo June 2011 - Present
Orange County Equality Coalition July 2009 - April 2012
Mayer Hoffman McCann, P.C. May 2001 - February 2011
CBIZ MHM, LLC May 2001 - February 2011
Skills
Real Estate, Auditing, CPA, GAAP, Assurance, Internal Controls, US GAAP, Financial Reporting, Financial Accounting, Accounting, Sarbanes-Oxley Act, Account Reconciliation, Financial Statements
Education
Azusa Pacific University 1997 — 2001
Bachelor of Science (BS), Accounting
Tony Visco Tony Visco's Wells Fargo Experience September 2001 - August 2008
Job Mortgage Loan Officer at Bank of America Home Loans
Industry Real Estate
Experience
Bank of America Home Loans August 2008 - Present
Wells Fargo September 2001 - August 2008
Medford Bank January 1995 - September 2001
Education
Babson College 1978 — 1981
MBA, Finance
Northeastern University 1971 — 1976
BSBA, Finance
Bank of America Home Loans August 2008 - Present
Wells Fargo September 2001 - August 2008
Medford Bank January 1995 - September 2001
Education
Babson College 1978 — 1981
MBA, Finance
Northeastern University 1971 — 1976
BSBA, Finance
Angelina Navejas's Wells Fargo Experience March 2003 - July 2005
Job Product Marketing Manager at Incipio Technologies
Industry Utilities
Experience
Incipio Technologies August 2015 - Present
Smart Utility Systems February 2014 - July 2015
MiTAC USA Inc. August 2013 - February 2014
MiTAC USA Inc. June 2012 - August 2013
CU Direct October 2009 - June 2012
CU Direct July 2005 - October 2009
Wells Fargo March 2003 - July 2005
Architectural Area Lighting December 2004 - December 2004
Skills
Marketing, Product Marketing, Trade Shows, Market Research, Advertising, Management, Market Planning, Marketing Strategy, Cross-functional Team..., Sales, Social Media, Strategic Planning, Email Marketing, Lead Generation, Leadership, Product Launch, Project Management, Sales Process, Strategy
Education
Azusa Pacific University 2006 — 2008
Masters, Business Administration
Azusa Pacific University 2000 — 2004
BS, Marketing
Incipio Technologies August 2015 - Present
Smart Utility Systems February 2014 - July 2015
MiTAC USA Inc. August 2013 - February 2014
MiTAC USA Inc. June 2012 - August 2013
CU Direct October 2009 - June 2012
CU Direct July 2005 - October 2009
Wells Fargo March 2003 - July 2005
Architectural Area Lighting December 2004 - December 2004
Skills
Marketing, Product Marketing, Trade Shows, Market Research, Advertising, Management, Market Planning, Marketing Strategy, Cross-functional Team..., Sales, Social Media, Strategic Planning, Email Marketing, Lead Generation, Leadership, Product Launch, Project Management, Sales Process, Strategy
Education
Azusa Pacific University 2006 — 2008
Masters, Business Administration
Azusa Pacific University 2000 — 2004
BS, Marketing
Stephanie Dominguez Stephanie Dominguez's Wells Fargo Experience November 2011 - Present
Job Branch Manager at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo November 2011 - Present
Morgan Stanley Smith Barney May 2011 - November 2011
Student Government Association August 2010 - May 2011
Bryan Clay Foundation April 2010 - August 2010
Nordstrom August 2008 - August 2009
Macy's October 2006 - June 2007
Skills
Marketing, Facebook, Sales, Management, Customer Service, Advertising, Event Planning, Event Management, Social Networking, Leadership, PowerPoint, Nonprofits, Public Relations, Business Development, Strategic Planning, Customer Satisfaction, Recruiting, Budgets, Time Management, Team Building
Education
Azusa Pacific University 2007 — 2011
Bachelor of Arts (B.A.), International Business
Wells Fargo November 2011 - Present
Morgan Stanley Smith Barney May 2011 - November 2011
Student Government Association August 2010 - May 2011
Bryan Clay Foundation April 2010 - August 2010
Nordstrom August 2008 - August 2009
Macy's October 2006 - June 2007
Skills
Marketing, Facebook, Sales, Management, Customer Service, Advertising, Event Planning, Event Management, Social Networking, Leadership, PowerPoint, Nonprofits, Public Relations, Business Development, Strategic Planning, Customer Satisfaction, Recruiting, Budgets, Time Management, Team Building
Education
Azusa Pacific University 2007 — 2011
Bachelor of Arts (B.A.), International Business
Dan Nelson Dan Nelson's Wells Fargo Experience February 2015 - Present
Job Business Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
UBS Wealth Management March 2012 - February 2015
Wells Fargo Advisors November 2009 - March 2012
Merrill Lynch 2002 - 2009
Education
University of La Verne 2000 — 2004
Bachelor of Arts
California State University-Bakersfield 1997 — 1998
Bakersfield College 1995 — 1997
Associate of Arts (A.A.)
Wells Fargo February 2015 - Present
UBS Wealth Management March 2012 - February 2015
Wells Fargo Advisors November 2009 - March 2012
Merrill Lynch 2002 - 2009
Education
University of La Verne 2000 — 2004
Bachelor of Arts
California State University-Bakersfield 1997 — 1998
Bakersfield College 1995 — 1997
Associate of Arts (A.A.)
Kiran Nairy Krishna's Wells Fargo Experience January 2011 - September 2012
Job Information Strategist
Industry Information Technology and Services
Experience
Workers' Compensation Insurance Rating Bureau - California March 2013 - Present
Cisco Systems October 2012 - March 2013
Wells Fargo January 2011 - September 2012
Adobe Systems June 2010 - January 2011
Aspen Marketing Services January 2010 - June 2010
Thomson Reuters December 2008 - January 2010
US Bank PowerTrack April 2007 - December 2008
Charles Schwab April 2004 - January 2007
Adithi Technologies January 2002 - March 2004
Nidhi Technologies Ltd August 1997 - December 2001
Skills
Technical Project..., Technical Project..., Data Integration, Data Warehouse..., Near Real Time Data..., Business Intelligence, Information Management, Informatica, RDBMS, Master Data Management, SaaS, Business Objects, OBIEE, Teradata, Data Warehousing, Data Migration, ETL, Integration, Oracle, Analytics, Business Process, SDLC, Data Modeling, Software Project..., IT Strategy, Enterprise Architecture, Requirements Analysis, Architecture, Unix Shell Scripting, PL/SQL, Architectures, SOA, Data Quality, Data Governance, Business Intelligence..., Agile Methodologies, Shell Scripting
Education
B. M. S. College of Engineering
BE, Computer Science and Engineering
Workers' Compensation Insurance Rating Bureau - California March 2013 - Present
Cisco Systems October 2012 - March 2013
Wells Fargo January 2011 - September 2012
Adobe Systems June 2010 - January 2011
Aspen Marketing Services January 2010 - June 2010
Thomson Reuters December 2008 - January 2010
US Bank PowerTrack April 2007 - December 2008
Charles Schwab April 2004 - January 2007
Adithi Technologies January 2002 - March 2004
Nidhi Technologies Ltd August 1997 - December 2001
Skills
Technical Project..., Technical Project..., Data Integration, Data Warehouse..., Near Real Time Data..., Business Intelligence, Information Management, Informatica, RDBMS, Master Data Management, SaaS, Business Objects, OBIEE, Teradata, Data Warehousing, Data Migration, ETL, Integration, Oracle, Analytics, Business Process, SDLC, Data Modeling, Software Project..., IT Strategy, Enterprise Architecture, Requirements Analysis, Architecture, Unix Shell Scripting, PL/SQL, Architectures, SOA, Data Quality, Data Governance, Business Intelligence..., Agile Methodologies, Shell Scripting
Education
B. M. S. College of Engineering
BE, Computer Science and Engineering
Jennie Yu's Wells Fargo Experience May 2013 - August 2014
Job Program Project Analyst Intern at Southern California Edison (SCE)
Industry Financial Services
Experience
Azusa Pacific University Center For Student Action September 2014 - Present
Southern California Edison (SCE) May 2015 - August 2015
Wells Fargo May 2013 - August 2014
Golden Rule LA June 2012 - October 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Quantitative Research, Direct Sales, Fund Accounting, Cross Selling, Microsoft Word, JMP, SPSS, iMovie, Mac OS X Server, Mac & PC platforms, Event Planning, Social Media, Public Speaking, Leadership, Research, PaintShop Pro, Basic HTML, Organizational..., SAP, Outlook, Facebook, Management, Social Networking
Education
Azusa Pacific University 2012 — 2016
Bachelor of Arts (B.A.), Economics Business Concentration, Junior
San Gabriel High 2008 — 2012
GED
Azusa Pacific University Center For Student Action September 2014 - Present
Southern California Edison (SCE) May 2015 - August 2015
Wells Fargo May 2013 - August 2014
Golden Rule LA June 2012 - October 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Quantitative Research, Direct Sales, Fund Accounting, Cross Selling, Microsoft Word, JMP, SPSS, iMovie, Mac OS X Server, Mac & PC platforms, Event Planning, Social Media, Public Speaking, Leadership, Research, PaintShop Pro, Basic HTML, Organizational..., SAP, Outlook, Facebook, Management, Social Networking
Education
Azusa Pacific University 2012 — 2016
Bachelor of Arts (B.A.), Economics Business Concentration, Junior
San Gabriel High 2008 — 2012
GED
Braddock Simpson's Wells Fargo Experience July 2012 - April 2013
Job Assistant Vice President Corporate Banking at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank May 2015 - Present
Wells Fargo Bank September 2013 - April 2015
Wells Fargo Advisors February 2012 - August 2013
Wells Fargo July 2012 - April 2013
Babson College January 2011 - January 2011
UBS Wealth Management May 2010 - August 2010
Camp Dudley YMCA July 2006 - August 2006
Skills
Capital IQ, Microsoft Excel, Microsoft Office, Factset, Bloomberg, Morningstar, Risk Management, Financial Analysis, Operational Risk..., Leadership, Teamwork, Public Speaking, Internal Social Media
Education
Babson College 2008 — 2011
Bachelor of Science (B.S.), Finance, Business Management and Administration
University of Denver - Daniels College of Business 2007 — 2008
Finance, Accounting, Legal Studies
Neenah High School
Wells Fargo Bank May 2015 - Present
Wells Fargo Bank September 2013 - April 2015
Wells Fargo Advisors February 2012 - August 2013
Wells Fargo July 2012 - April 2013
Babson College January 2011 - January 2011
UBS Wealth Management May 2010 - August 2010
Camp Dudley YMCA July 2006 - August 2006
Skills
Capital IQ, Microsoft Excel, Microsoft Office, Factset, Bloomberg, Morningstar, Risk Management, Financial Analysis, Operational Risk..., Leadership, Teamwork, Public Speaking, Internal Social Media
Education
Babson College 2008 — 2011
Bachelor of Science (B.S.), Finance, Business Management and Administration
University of Denver - Daniels College of Business 2007 — 2008
Finance, Accounting, Legal Studies
Neenah High School
Steve Arning MS COSS's Wells Fargo Experience January 2007 - Present
Job Transitioning to Safety Specialist
Industry Construction
Experience
Wells Fargo January 2007 - Present
World Savings January 2003 - November 2006
Oracle October 2000 - May 2002
Bank Line June 1998 - September 2000
First Kansas Bank May 1996 - June 1998
Skills
Certified Occupational..., OSHA 30 Hour..., OSHA 10-Hour, OSHA 510 certificate, Construction Safety, Fall Protection, Heavy Equipment, Disposal of Hazardous..., Data Analysis, Financial Reporting, Trenching and Shoring, Financial Modeling, Financial Analysis, Direct Sales, Banking, Real Estate Lending, Microsoft Office, Salesforce.com, OLAP, SQL, Unix, Oracle Financials, Financial Institution..., Team Building, Business Intelligence, Public Speaking, Risk Management, Risk Assessment, Strategic Planning, Supervisory Skills, Leadership, Sales, Project Planning, Customer Service, Program Management
Education
COSS 2014 — 2015
Rocky Mountain Education Center 2014 — 2014
Occupational Safety
Baker University 1990 — 1992
Master of Science, Management
Southwestern College
BBA, Business
Wells Fargo January 2007 - Present
World Savings January 2003 - November 2006
Oracle October 2000 - May 2002
Bank Line June 1998 - September 2000
First Kansas Bank May 1996 - June 1998
Skills
Certified Occupational..., OSHA 30 Hour..., OSHA 10-Hour, OSHA 510 certificate, Construction Safety, Fall Protection, Heavy Equipment, Disposal of Hazardous..., Data Analysis, Financial Reporting, Trenching and Shoring, Financial Modeling, Financial Analysis, Direct Sales, Banking, Real Estate Lending, Microsoft Office, Salesforce.com, OLAP, SQL, Unix, Oracle Financials, Financial Institution..., Team Building, Business Intelligence, Public Speaking, Risk Management, Risk Assessment, Strategic Planning, Supervisory Skills, Leadership, Sales, Project Planning, Customer Service, Program Management
Education
COSS 2014 — 2015
Rocky Mountain Education Center 2014 — 2014
Occupational Safety
Baker University 1990 — 1992
Master of Science, Management
Southwestern College
BBA, Business
Catherine Tischbirek Catherine Tischbirek's Wells Fargo Experience December 2008 - November 2009
Job Service Support at Citizens Business Bank
Industry Banking
Experience
Citizens Business Bank March 2013 - Present
U.S. Bank May 2012 - November 2012
U.S. Bank November 2011 - May 2012
Thornton Enterprises November 2009 - November 2011
Wells Fargo December 2008 - November 2009
Wells Fargo November 2006 - December 2008
Skills
Loans, Credit, Banking, Commercial Banking, Retail Banking, Consumer Lending, Small Business Lending, Lines Of Credit
Education
The University of Montana 2005 — 2007
Bakersfield College 2003 — 2005
Associate of Arts (AA), Business Administration and Management, General
Citizens Business Bank March 2013 - Present
U.S. Bank May 2012 - November 2012
U.S. Bank November 2011 - May 2012
Thornton Enterprises November 2009 - November 2011
Wells Fargo December 2008 - November 2009
Wells Fargo November 2006 - December 2008
Skills
Loans, Credit, Banking, Commercial Banking, Retail Banking, Consumer Lending, Small Business Lending, Lines Of Credit
Education
The University of Montana 2005 — 2007
Bakersfield College 2003 — 2005
Associate of Arts (AA), Business Administration and Management, General
Patric Glassell's Wells Fargo Experience June 2013 - Present
Job Vice President Relationship Management at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Bank of America January 2010 - June 2013
Morgan Stanley April 2007 - December 2009
Citigroup September 2005 - March 2007
Education
Babson College 2000 — 2004
Bachelor of Science (B.S.)
Wells Fargo June 2013 - Present
Bank of America January 2010 - June 2013
Morgan Stanley April 2007 - December 2009
Citigroup September 2005 - March 2007
Education
Babson College 2000 — 2004
Bachelor of Science (B.S.)
Jennifer Tibbett's Wells Fargo Experience January 2013 - July 2013
Job Chief Editor at Bonfire Marketing Company
Industry Publishing
Experience
Bonfire Marketing Company January 2014 - Present
Oregon Music News July 2012 - Present
Evanta July 2013 - January 2014
Wells Fargo January 2013 - July 2013
Ooligan Press June 2012 - December 2012
Something Silver November 2010 - September 2012
Ooligan Press September 2010 - June 2012
Sage January 2011 - June 2011
Target September 2009 - July 2010
Azusa Pacific University October 2006 - May 2008
Skills
Fact-checking, Social Media Marketing, Proofreading, Copy Editing, Copywriting, Graphic Design, Blogging, Editorial, InDesign, Web Content, Editing, Creative Writing, Social Media, Wordpress, Microsoft Office, Adobe Creative Suite, Line Editing, Developmental Editing, Ap Style, APA Style, Chicago Style, Book Covers, MLA style, Marketing Communications, Google Docs, Book Design, Style Guides, Press Releases, Marketing Research, Publishing, Content Management, Newsletters, Publications, SEO, Facebook, WordPress, Publicity, Writing, Event Planning, Marketing, Laughter Yoga, Voice Mail, Lunch, Nuts
Education
Portland State University 2010 — 2012
Master of Science (M.S.), Book Publishing
Azusa Pacific University 2004 — 2008
Bachelor of Arts (B.A.), English/Writing
Bonfire Marketing Company January 2014 - Present
Oregon Music News July 2012 - Present
Evanta July 2013 - January 2014
Wells Fargo January 2013 - July 2013
Ooligan Press June 2012 - December 2012
Something Silver November 2010 - September 2012
Ooligan Press September 2010 - June 2012
Sage January 2011 - June 2011
Target September 2009 - July 2010
Azusa Pacific University October 2006 - May 2008
Skills
Fact-checking, Social Media Marketing, Proofreading, Copy Editing, Copywriting, Graphic Design, Blogging, Editorial, InDesign, Web Content, Editing, Creative Writing, Social Media, Wordpress, Microsoft Office, Adobe Creative Suite, Line Editing, Developmental Editing, Ap Style, APA Style, Chicago Style, Book Covers, MLA style, Marketing Communications, Google Docs, Book Design, Style Guides, Press Releases, Marketing Research, Publishing, Content Management, Newsletters, Publications, SEO, Facebook, WordPress, Publicity, Writing, Event Planning, Marketing, Laughter Yoga, Voice Mail, Lunch, Nuts
Education
Portland State University 2010 — 2012
Master of Science (M.S.), Book Publishing
Azusa Pacific University 2004 — 2008
Bachelor of Arts (B.A.), English/Writing
Lauren Freking's Wells Fargo Experience May 2015 - Present
Job Wells Fargo Financial Analyst Intern
Industry Accounting
Experience
Wells Fargo May 2015 - Present
Baker University July 2014 - Present
Kane Mitchell Accountants January 2013 - February 2015
United States Congressman Kevin Yoder May 2014 - July 2014
Center for Advanced Professional Studies August 2012 - December 2012
White House Black Market September 2012 - November 2012
City of Overland Park May 2011 - September 2012
Skills
Adult CPR, EKL scholar athlete, National Honor Society, Modern Music Masters, First Aid, Lifeguarding, Childcare, Teamwork, Leadership, Critical Thinking, Community Outreach, Customer Service, Event Planning, Microsoft Office, Public Speaking, Research, Social Media, Time Management
Education
Baker University 2013 — 2017
Bachelor’s Degree, Accounting and Business Administration, Junior
Blue Valley Northwest
Wells Fargo May 2015 - Present
Baker University July 2014 - Present
Kane Mitchell Accountants January 2013 - February 2015
United States Congressman Kevin Yoder May 2014 - July 2014
Center for Advanced Professional Studies August 2012 - December 2012
White House Black Market September 2012 - November 2012
City of Overland Park May 2011 - September 2012
Skills
Adult CPR, EKL scholar athlete, National Honor Society, Modern Music Masters, First Aid, Lifeguarding, Childcare, Teamwork, Leadership, Critical Thinking, Community Outreach, Customer Service, Event Planning, Microsoft Office, Public Speaking, Research, Social Media, Time Management
Education
Baker University 2013 — 2017
Bachelor’s Degree, Accounting and Business Administration, Junior
Blue Valley Northwest
Jamil Thorne's Wells Fargo Experience November 2014 - January 2015
Job Recruiter at Advantage Sales & Marketing
Industry Higher Education
Experience
Abundant Living family Church April 2015 - Present
Advantage Sales & Marketing April 2015 - Present
Wells Fargo November 2014 - January 2015
Corinthian Colleges, Inc. August 2014 - October 2014
Skills
Microsoft Office, Customer Service, PowerPoint, Event Planning, Public Speaking, Research, Microsoft Excel, Higher Education, Leadership, Teaching, Social Media, Leadership Development, Photoshop, Community Outreach, Fundraising, Team Leadership
Education
Azusa Pacific University 2015 — 2017
Master of Science (MS), College Student Counseling and Personnel Services
Walden University 2014 — 2015
Non-Degree, Higher Education/Higher Education Administration
Fort Hays State University 2009 — 2015
Bachelor of General Studies, General Business
Everest University-South Orlando 2013 — 2014
Bachelors of Science, Business Administration
Abundant Living family Church April 2015 - Present
Advantage Sales & Marketing April 2015 - Present
Wells Fargo November 2014 - January 2015
Corinthian Colleges, Inc. August 2014 - October 2014
Skills
Microsoft Office, Customer Service, PowerPoint, Event Planning, Public Speaking, Research, Microsoft Excel, Higher Education, Leadership, Teaching, Social Media, Leadership Development, Photoshop, Community Outreach, Fundraising, Team Leadership
Education
Azusa Pacific University 2015 — 2017
Master of Science (MS), College Student Counseling and Personnel Services
Walden University 2014 — 2015
Non-Degree, Higher Education/Higher Education Administration
Fort Hays State University 2009 — 2015
Bachelor of General Studies, General Business
Everest University-South Orlando 2013 — 2014
Bachelors of Science, Business Administration
Johanes Hermanto Hosanna Johanes Hermanto Hosanna's Wells Fargo Experience October 1998 - December 2010
Job Branch Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. January 2011 - Present
Wells Fargo October 1998 - December 2010
Bank of Asia Pacific January 1993 - December 1994
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Process Improvement, Management, Research, Sales, Leadership, Training
Education
Azusa Pacific University 1997 — 1998
Master of Business Administration (M.B.A.), Strategic Planning
Universitas Trisakti 1989 — 1994
Bachelor of Science (BSc), Industrial Engineering
JPMorgan Chase & Co. January 2011 - Present
Wells Fargo October 1998 - December 2010
Bank of Asia Pacific January 1993 - December 1994
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Process Improvement, Management, Research, Sales, Leadership, Training
Education
Azusa Pacific University 1997 — 1998
Master of Business Administration (M.B.A.), Strategic Planning
Universitas Trisakti 1989 — 1994
Bachelor of Science (BSc), Industrial Engineering
Ivette Pfenning Ivette Pfenning's Wells Fargo Experience October 2014 - Present
Job AVP, Business Banking Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
PNC Bank June 2011 - Present
Huntington National Bank August 2008 - June 2011
Heart of West Michigan United Way 2009 - 2009
Huntington National Bank March 2007 - August 2008
Huntington National Bank February 2006 - March 2007
Huntington National Bank June 2006 - August 2006
Huntington National Bank April 1999 - February 2006
Skills
Commercial Banking, Customer Service, Treasury Management, Credit, Banking, Cash Management, Microsoft Office, Customer Relations, Sales, Cross Selling, Retail Banking, Commercial Lending, Small Business Lending, Finance, Portfolio Management
Education
Baker College of Muskegon 2005 — 2007
Bachelor's Degree, Business Administration and Management, General
Baker College of Muskegon 1999 — 2001
Associate's Degree, Business Administration, Management and Operations
Wells Fargo October 2014 - Present
PNC Bank June 2011 - Present
Huntington National Bank August 2008 - June 2011
Heart of West Michigan United Way 2009 - 2009
Huntington National Bank March 2007 - August 2008
Huntington National Bank February 2006 - March 2007
Huntington National Bank June 2006 - August 2006
Huntington National Bank April 1999 - February 2006
Skills
Commercial Banking, Customer Service, Treasury Management, Credit, Banking, Cash Management, Microsoft Office, Customer Relations, Sales, Cross Selling, Retail Banking, Commercial Lending, Small Business Lending, Finance, Portfolio Management
Education
Baker College of Muskegon 2005 — 2007
Bachelor's Degree, Business Administration and Management, General
Baker College of Muskegon 1999 — 2001
Associate's Degree, Business Administration, Management and Operations
Olivia Sherry's Wells Fargo Experience October 2014 - Present
Job Relationship Manager, Wells Fargo Commercial Real Estate
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo June 2013 - October 2014
Wells Fargo May 2012 - August 2012
American Consumer Credit Counseling May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Public Speaking, Teamwork, Social Media, English, Presentations, Technical Analysis, Leadership, Financial Analysis, Technical Writing, Data Analysis, Entrepreneurship..., Self-starter, Problem Solving, Organization, Highly personable, Commercial Real Estate
Education
Babson College 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, 3.71 GPA
Wells Fargo October 2014 - Present
Wells Fargo June 2013 - October 2014
Wells Fargo May 2012 - August 2012
American Consumer Credit Counseling May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Public Speaking, Teamwork, Social Media, English, Presentations, Technical Analysis, Leadership, Financial Analysis, Technical Writing, Data Analysis, Entrepreneurship..., Self-starter, Problem Solving, Organization, Highly personable, Commercial Real Estate
Education
Babson College 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, 3.71 GPA
Bruce Tower's Wells Fargo Experience February 2008 - May 2010
Job Senior Vice President & Senior Relationship Manager at City National Bank
Industry Banking
Experience
City National Bank November 2014 - Present
US Bank (Southern California Commercial Banking) May 2010 - November 2014
Wells Fargo February 2008 - May 2010
Chinatrust Bank December 1999 - February 2008
General Bank 1997 - 1999
Bank Niaga 1994 - 1997
Union Bank of California 1990 - 1994
Bank of Credit & Commerce 1984 - 1990
Skills
Wholesale, Manufacturing, Distributors, Commercial Banking, Treasury Management, Import/Export, Non-profits, Retail, Real Estate, Nonprofits, International Trade, Investments, Commercial Lending, Loans, Wealth Management, Mortgage Lending, Credit, Finance, Business Planning, Lines Of Credit, Credit Analysis, Middle Market, Banking, Financial Analysis, Portfolio Management
Education
Babson College 1980 — 1984
Bachelor of Science (BS), Economics, Graduated with Distinction (cum laude)
Fairfield Prep 1977 — 1980
City National Bank November 2014 - Present
US Bank (Southern California Commercial Banking) May 2010 - November 2014
Wells Fargo February 2008 - May 2010
Chinatrust Bank December 1999 - February 2008
General Bank 1997 - 1999
Bank Niaga 1994 - 1997
Union Bank of California 1990 - 1994
Bank of Credit & Commerce 1984 - 1990
Skills
Wholesale, Manufacturing, Distributors, Commercial Banking, Treasury Management, Import/Export, Non-profits, Retail, Real Estate, Nonprofits, International Trade, Investments, Commercial Lending, Loans, Wealth Management, Mortgage Lending, Credit, Finance, Business Planning, Lines Of Credit, Credit Analysis, Middle Market, Banking, Financial Analysis, Portfolio Management
Education
Babson College 1980 — 1984
Bachelor of Science (BS), Economics, Graduated with Distinction (cum laude)
Fairfield Prep 1977 — 1980
Lindsay Patten's Wells Fargo Experience June 2006 - April 2009
Job HR Generalist at Reliant Funding
Industry Staffing and Recruiting
Experience
Reliant Funding June 2015 - Present
iMatrix February 2013 - June 2015
iMatrix February 2013 - February 2015
Nordstrom October 2009 - December 2012
Nordstrom October 2011 - June 2012
Nordstrom October 2009 - December 2011
Wells Fargo June 2006 - April 2009
Skills
Recruiting, Sales, Interviews, Management, Salesforce.com, Social Networking, Coaching, Employee Relations, Time Management, Applicant Tracking..., Sales Management, Employee Training, Human Resources, Employee Benefits, CRM, New Hire Orientations, New Hire Training, Screening Resumes, Hiring Practices, Performance Reviews, New Hire Processes, New Hire Paperwork
Education
Azusa Pacific University
Bachelor of Arts (BA), Human Development, Minor in English
Fashion Institute of Design & Merchandising
Associate of Arts (AA), Merchandise Marketing
Torrey Pines High School
Diploma
Reliant Funding June 2015 - Present
iMatrix February 2013 - June 2015
iMatrix February 2013 - February 2015
Nordstrom October 2009 - December 2012
Nordstrom October 2011 - June 2012
Nordstrom October 2009 - December 2011
Wells Fargo June 2006 - April 2009
Skills
Recruiting, Sales, Interviews, Management, Salesforce.com, Social Networking, Coaching, Employee Relations, Time Management, Applicant Tracking..., Sales Management, Employee Training, Human Resources, Employee Benefits, CRM, New Hire Orientations, New Hire Training, Screening Resumes, Hiring Practices, Performance Reviews, New Hire Processes, New Hire Paperwork
Education
Azusa Pacific University
Bachelor of Arts (BA), Human Development, Minor in English
Fashion Institute of Design & Merchandising
Associate of Arts (AA), Merchandise Marketing
Torrey Pines High School
Diploma
Gregory O. Odum's Wells Fargo Experience 2007 - 2008
Job Managing Partner | Private Equity | Strategy
Industry Venture Capital & Private Equity
Experience
Odum Capital January 2010 - Present
Sinfra Resources May 2014 - Present
New Harbour Partners 2008 - 2010
Wells Fargo 2007 - 2008
Serious Wireless GSM 2005 - 2007
T-Mobile 2002 - 2005
Ford Motor Company 2001 - 2002
Skills
Corporate Finance, Private Equity, Strategy, Mergers & Acquisitions, Big Data, Investment Banking, Competitive Analysis, Business Analysis, Entrepreneurship, Financial Accounting, Start-ups, Financial Modeling, Portfolio Management, Emerging Markets, Business Modeling, Investments, Finance, Leveraged Finance, Corporate Development, Risk Management, Leadership, Venture Capital, Restructuring, Management Consulting, Business Strategy, New Business Development, Valuation, Hedge Funds, Funding, Asset Management, Strategic Partnerships, Strategic Consulting, Business Planning, Financial Structuring, Alternative Investments, Financial Services, Due Diligence, Structured Finance, Executive Management, Management, Analysis, Credit, Financial Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
Master of Business Administration (MBA)
Michigan State University
Bachelor of Arts (B.A.)
UNSSEC
Odum Capital January 2010 - Present
Sinfra Resources May 2014 - Present
New Harbour Partners 2008 - 2010
Wells Fargo 2007 - 2008
Serious Wireless GSM 2005 - 2007
T-Mobile 2002 - 2005
Ford Motor Company 2001 - 2002
Skills
Corporate Finance, Private Equity, Strategy, Mergers & Acquisitions, Big Data, Investment Banking, Competitive Analysis, Business Analysis, Entrepreneurship, Financial Accounting, Start-ups, Financial Modeling, Portfolio Management, Emerging Markets, Business Modeling, Investments, Finance, Leveraged Finance, Corporate Development, Risk Management, Leadership, Venture Capital, Restructuring, Management Consulting, Business Strategy, New Business Development, Valuation, Hedge Funds, Funding, Asset Management, Strategic Partnerships, Strategic Consulting, Business Planning, Financial Structuring, Alternative Investments, Financial Services, Due Diligence, Structured Finance, Executive Management, Management, Analysis, Credit, Financial Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
Master of Business Administration (MBA)
Michigan State University
Bachelor of Arts (B.A.)
UNSSEC
Winifred Patterson, Master CMB's Wells Fargo Experience October 2013 - Present
Job Vice President, Investor Client Relations at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo October 2013 - Present
Federal Reserve System March 2007 - October 2013
Federal Reserve Bank of Richmond March 2005 - March 2007
Freddie Mac 2001 - 2005
Freddie Mac 1991 - 1998
Skills
Banking, Risk Management, Credit, Project Management, Business Analysis, Financial Analysis, Financial Risk, Credit Risk, Internal Communications, Loans, Corporate Communications, Visio, Microsoft Office, Economics, Analysis, Mortgage Investor..., Default Management, IT Project & Program..., External Outreach, Financial Services, Strategic Planning, Strategic Communications, Strategic Thinking, Compliance, Regulatory Affairs, Regulatory Documentation, Regulatory Guidelines, Regulatory Policy
Education
Mortgage Bankers Association 2002 — 2004
Master CMB Designation
Averett University 1995 — 1997
Howard University 1985 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo October 2013 - Present
Federal Reserve System March 2007 - October 2013
Federal Reserve Bank of Richmond March 2005 - March 2007
Freddie Mac 2001 - 2005
Freddie Mac 1991 - 1998
Skills
Banking, Risk Management, Credit, Project Management, Business Analysis, Financial Analysis, Financial Risk, Credit Risk, Internal Communications, Loans, Corporate Communications, Visio, Microsoft Office, Economics, Analysis, Mortgage Investor..., Default Management, IT Project & Program..., External Outreach, Financial Services, Strategic Planning, Strategic Communications, Strategic Thinking, Compliance, Regulatory Affairs, Regulatory Documentation, Regulatory Guidelines, Regulatory Policy
Education
Mortgage Bankers Association 2002 — 2004
Master CMB Designation
Averett University 1995 — 1997
Howard University 1985 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Rebekah King-Bertalotto's Wells Fargo Experience June 2008 - January 2010
Job Private BankerWells Fargo
Industry Financial Services
Experience
Wells Fargo June 2008 - January 2010
Education
Azusa Pacific University 1998 — 2001
Wells Fargo June 2008 - January 2010
Education
Azusa Pacific University 1998 — 2001
Steve Buesching's Wells Fargo Experience March 2012 - Present
Job Vice President Emerging Middle Market at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2012 - Present
Peoples National Bank April 2006 - February 2012
Trans World Airlines 2000 - 2001
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Banking, Credit Analysis
Education
Webster University 2003 — 2005
MBA, Management
Babson College 1996 — 2000
BS, Economics and Marketing
Wells Fargo March 2012 - Present
Peoples National Bank April 2006 - February 2012
Trans World Airlines 2000 - 2001
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Banking, Credit Analysis
Education
Webster University 2003 — 2005
MBA, Management
Babson College 1996 — 2000
BS, Economics and Marketing
Meeghan McGahan's Wells Fargo Experience September 2008 - Present
Job Business Systems Capability Manager at U.S. Bank
Industry Information Technology and Services
Experience
U.S. Bank July 2013 - Present
Wells Fargo September 2008 - Present
Wells Fargo August 2006 - September 2008
Wells Fargo July 2002 - August 2006
Dexma May 2001 - July 2002
university.com 2000 - 2001
VistaInfo 1997 - 2000
Wells Fargo 1995 - 1997
US Bank 1986 - 1995
Skills
Product Management, Business Analysis, Project Management, Strategy, Process Improvement, Cross-functional Team..., Integration, SDLC, Management, Requirements Analysis, Vendor Management, Business Intelligence, Enterprise Architecture, Software Documentation, Business Process, Team Leadership, Enterprise Software, Business Process..., Quality Assurance, Testing, PMP, Databases, Agile Methodologies, Business Requirements, IT Strategy, Requirements Gathering, User Acceptance Testing, PMO, Leadership
Education
Avila University 1976 — 1977
Business
U.S. Bank July 2013 - Present
Wells Fargo September 2008 - Present
Wells Fargo August 2006 - September 2008
Wells Fargo July 2002 - August 2006
Dexma May 2001 - July 2002
university.com 2000 - 2001
VistaInfo 1997 - 2000
Wells Fargo 1995 - 1997
US Bank 1986 - 1995
Skills
Product Management, Business Analysis, Project Management, Strategy, Process Improvement, Cross-functional Team..., Integration, SDLC, Management, Requirements Analysis, Vendor Management, Business Intelligence, Enterprise Architecture, Software Documentation, Business Process, Team Leadership, Enterprise Software, Business Process..., Quality Assurance, Testing, PMP, Databases, Agile Methodologies, Business Requirements, IT Strategy, Requirements Gathering, User Acceptance Testing, PMO, Leadership
Education
Avila University 1976 — 1977
Business
Deepak Kotla's Wells Fargo Experience June 2010 - December 2010
Job Sr. Software Engineer at HP Software
Industry Research
Experience
HP Software January 2014 - Present
Estuate, Inc. June 2010 - November 2014
Equinix October 2013 - December 2013
SRI International December 2010 - September 2013
Wells Fargo June 2010 - December 2010
Cantor Gaming July 2009 - June 2010
IT People Inc April 2009 - June 2009
AOL Time Warner November 2007 - March 2009
Surfcontrol January 2007 - November 2007
VBridge October 2005 - December 2006
Skills
Hibernate, Spring, Java Enterprise Edition, Web Services, JSP, AJAX, Struts, Scrum, MySQL, JDBC, EJB, CSS, Web Applications, Java, Weblogic, Oracle, Testing, Eclipse, J2EE Application..., XML, Servlets, Tomcat, SOAP, REST, JSON, Integration, Spring Framework
Education
B. M. S. College of Engineering 1997 — 2001
BE, Information Science
Vidwan Junior College 1994 — 1996
Intermediate, Maths, Physics and Chemistry
Montessori School 1987 — 1994
SSLC, English, Science, Social, Maths
HP Software January 2014 - Present
Estuate, Inc. June 2010 - November 2014
Equinix October 2013 - December 2013
SRI International December 2010 - September 2013
Wells Fargo June 2010 - December 2010
Cantor Gaming July 2009 - June 2010
IT People Inc April 2009 - June 2009
AOL Time Warner November 2007 - March 2009
Surfcontrol January 2007 - November 2007
VBridge October 2005 - December 2006
Skills
Hibernate, Spring, Java Enterprise Edition, Web Services, JSP, AJAX, Struts, Scrum, MySQL, JDBC, EJB, CSS, Web Applications, Java, Weblogic, Oracle, Testing, Eclipse, J2EE Application..., XML, Servlets, Tomcat, SOAP, REST, JSON, Integration, Spring Framework
Education
B. M. S. College of Engineering 1997 — 2001
BE, Information Science
Vidwan Junior College 1994 — 1996
Intermediate, Maths, Physics and Chemistry
Montessori School 1987 — 1994
SSLC, English, Science, Social, Maths
Andrew Garfinkle's Wells Fargo Experience January 2009 - May 2013
Job Vice President Real Estate at Boston Private Bank
Industry Banking
Experience
Boston Private Bank February 2015 - Present
MassDevelopment May 2013 - Present
Wells Fargo January 2009 - May 2013
Wells Fargo 2004 - 2009
Fleet Bank 1998 - 2004
First Trade Union Bank 1988 - 1996
Bank of New England 1987 - 1989
Skills
Loans, Commercial Lending, Asset Managment, Portfolio Management, Credit Analysis, Customer Service, Sales Process, Financial Modeling, Real Estate, Finance, Due Diligence, Asset Management, Financial Structuring, Mortgage Lending, Investments, Credit, Real Estate Financing
Education
Babson College 1982 — 1986
Accounting and Finance
Boston Private Bank February 2015 - Present
MassDevelopment May 2013 - Present
Wells Fargo January 2009 - May 2013
Wells Fargo 2004 - 2009
Fleet Bank 1998 - 2004
First Trade Union Bank 1988 - 1996
Bank of New England 1987 - 1989
Skills
Loans, Commercial Lending, Asset Managment, Portfolio Management, Credit Analysis, Customer Service, Sales Process, Financial Modeling, Real Estate, Finance, Due Diligence, Asset Management, Financial Structuring, Mortgage Lending, Investments, Credit, Real Estate Financing
Education
Babson College 1982 — 1986
Accounting and Finance
Sandeep Sathyan's Wells Fargo Experience April 2013 - Present
Job Sr. Systems QA Analyst
Industry Banking
Experience
Wells Fargo April 2013 - Present
Visa April 2012 - March 2013
Maxil Technology Solutions Inc March 2007 - May 2012
Wells Fargo June 2009 - March 2012
Capital Group March 2006 - May 2009
Toyota Motor Sales 2004 - 2006
DLG Universal 2003 - 2005
Glow Networks 2000 - 2002
Skills
Test Planning, Test Automation, Quality Center, User Acceptance Testing, Software Quality..., Agile Methodologies, SDLC, QTP, Testing, System Testing, Regression Testing, Test Management, LoadRunner, Selenium, Oracle, Quality Management, Test Cases, Waterfall, Performance Testing, Quality Assurance, Manual Testing, Integration Testing, Test Strategy, Black Box Testing, Agile Testing, ClearQuest, Defect Tracking, Bugzilla, SoapUI, JIRA
Education
University of Missouri-Rolla 2002 — 2004
Master's degree, Electrical and Electronics Engineering
B. M. S. College of Engineering 1995 — 1999
B.E., Medical Electronics
Bangalore University 1995 — 1999
BE, Engineering
Wells Fargo April 2013 - Present
Visa April 2012 - March 2013
Maxil Technology Solutions Inc March 2007 - May 2012
Wells Fargo June 2009 - March 2012
Capital Group March 2006 - May 2009
Toyota Motor Sales 2004 - 2006
DLG Universal 2003 - 2005
Glow Networks 2000 - 2002
Skills
Test Planning, Test Automation, Quality Center, User Acceptance Testing, Software Quality..., Agile Methodologies, SDLC, QTP, Testing, System Testing, Regression Testing, Test Management, LoadRunner, Selenium, Oracle, Quality Management, Test Cases, Waterfall, Performance Testing, Quality Assurance, Manual Testing, Integration Testing, Test Strategy, Black Box Testing, Agile Testing, ClearQuest, Defect Tracking, Bugzilla, SoapUI, JIRA
Education
University of Missouri-Rolla 2002 — 2004
Master's degree, Electrical and Electronics Engineering
B. M. S. College of Engineering 1995 — 1999
B.E., Medical Electronics
Bangalore University 1995 — 1999
BE, Engineering
Steve G Hanson's Wells Fargo Experience 2000 - 2002
Job Motorsports Chaplain
Industry Religious Institutions
Experience
Racers For Christ 2004 - Present
Mountain West Communications April 2005 - November 2009
U.S. Bank 2002 - 2004
Wells Fargo 2000 - 2002
Colorado Mountain College 2001 - 2001
Russ Reid Company 1996 - 1998
Skills
Customer Service, Public Speaking, Leadership Development, Non-profits, Strategic Planning, Direct Marketing, Sports, Nonprofits, Sales, Social Media, Event Management, Social Networking, Fundraising, Event Planning, Marketing, Public Relations, Sales Management, Marketing Communications, Marketing Strategy, Microsoft Office, Management, Social Media Marketing, Motorsports, Business Development, Start-ups, New Business Development, Volunteer Management, Team Building, Teaching, Program Management
Education
Azusa Pacific University 1993 — 1998
MBA, Marketing & Human Resource
Racers For Christ 2004 - Present
Mountain West Communications April 2005 - November 2009
U.S. Bank 2002 - 2004
Wells Fargo 2000 - 2002
Colorado Mountain College 2001 - 2001
Russ Reid Company 1996 - 1998
Skills
Customer Service, Public Speaking, Leadership Development, Non-profits, Strategic Planning, Direct Marketing, Sports, Nonprofits, Sales, Social Media, Event Management, Social Networking, Fundraising, Event Planning, Marketing, Public Relations, Sales Management, Marketing Communications, Marketing Strategy, Microsoft Office, Management, Social Media Marketing, Motorsports, Business Development, Start-ups, New Business Development, Volunteer Management, Team Building, Teaching, Program Management
Education
Azusa Pacific University 1993 — 1998
MBA, Marketing & Human Resource
Riaz Bhamani's Wells Fargo Experience March 1998 - March 1999
Job Deposit Product Revenue Executive at Bank of America
Industry Banking
Experience
Bank of America December 2010 - Present
Bank of America July 2009 - December 2010
Bank of America February 2006 - June 2009
Winthrop University August 2007 - December 2007
Bank of America Merchant Services March 2004 - February 2006
Fleet Bank October 2000 - February 2004
Kessler Financial Services April 1999 - September 2000
Wells Fargo March 1998 - March 1999
Household Credit Services November 1994 - February 1998
Skills
Merchant Services, Financial Risk..., Credit Cards, Banking, Relationship Management, Payments, Electronic Payments, Debit Cards, Financial Analysis, Treasury Services, Product Management, Retail Banking, Strategic Planning, Analytics, Business Development, Credit, Business Strategy, Risk Management, Finance, Leadership, Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Summa Cum Laude
Society of Management Accountants of Canada 1991 — 1994
CPA, CMA, Certified Management Accountant
Wilfrid Laurier University 1987 — 1991
BBA, Business Administration
Bank of America December 2010 - Present
Bank of America July 2009 - December 2010
Bank of America February 2006 - June 2009
Winthrop University August 2007 - December 2007
Bank of America Merchant Services March 2004 - February 2006
Fleet Bank October 2000 - February 2004
Kessler Financial Services April 1999 - September 2000
Wells Fargo March 1998 - March 1999
Household Credit Services November 1994 - February 1998
Skills
Merchant Services, Financial Risk..., Credit Cards, Banking, Relationship Management, Payments, Electronic Payments, Debit Cards, Financial Analysis, Treasury Services, Product Management, Retail Banking, Strategic Planning, Analytics, Business Development, Credit, Business Strategy, Risk Management, Finance, Leadership, Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Summa Cum Laude
Society of Management Accountants of Canada 1991 — 1994
CPA, CMA, Certified Management Accountant
Wilfrid Laurier University 1987 — 1991
BBA, Business Administration
Kaitlyn Drew's Wells Fargo Experience 2011 - 2012
Job MBA, Financial Analyst International Business, Marketing Professional
Industry Financial Services
Experience
Safeway Business to Business SpecialistSafeway2013 - 2014
Wollborg/Michelson 2012 - 2013
Wells Fargo 2011 - 2012
Wells Fargo 2009 - 2011
Young Innovations 2008 - 2009
Skills
Customer Service, Sales, Market Research, Business Development, Banking, Teamwork, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Marketing, Microsoft Word, Outlook, Strategic Planning, Marketing Strategy, Forecasting, Management, Project Management, Leadership, Analysis, Finance, Team Building, Time Management, Credit, Operations Management, Negotiation, Social Networking, Inventory Management, Retail, Business Strategy, Recruiting, Financial Modeling, Public Speaking, Sales Management, Financial Reporting, Process Improvement, Event Planning, Account Management, Budgets, Accounting, Training, New Business Development, Social Media Marketing, Portfolio Management, Business Analysis, Coaching, Strategy, Data Analysis, Marketing Communications, Team Leadership
Education
Azusa Pacific University 2008 — 2009
Masters, Business Administration
Azusa Pacific University 2004 — 2008
Bachelor of Science (B.S.), International Business
Safeway Business to Business SpecialistSafeway2013 - 2014
Wollborg/Michelson 2012 - 2013
Wells Fargo 2011 - 2012
Wells Fargo 2009 - 2011
Young Innovations 2008 - 2009
Skills
Customer Service, Sales, Market Research, Business Development, Banking, Teamwork, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Marketing, Microsoft Word, Outlook, Strategic Planning, Marketing Strategy, Forecasting, Management, Project Management, Leadership, Analysis, Finance, Team Building, Time Management, Credit, Operations Management, Negotiation, Social Networking, Inventory Management, Retail, Business Strategy, Recruiting, Financial Modeling, Public Speaking, Sales Management, Financial Reporting, Process Improvement, Event Planning, Account Management, Budgets, Accounting, Training, New Business Development, Social Media Marketing, Portfolio Management, Business Analysis, Coaching, Strategy, Data Analysis, Marketing Communications, Team Leadership
Education
Azusa Pacific University 2008 — 2009
Masters, Business Administration
Azusa Pacific University 2004 — 2008
Bachelor of Science (B.S.), International Business
Doug Scipione, CFA's Wells Fargo Experience 2014 - Present
Job Business System Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
State Street 2010 - 2014
Deutsche Asset Management 2000 - 2010
Fidelity Management & Research Company May 1999 - August 1999
Pell Rudman 1996 - 1998
BayBank 1995 - 1996
Boston Financial Data Services 1994 - 1995
Skills
Fixed Income, Middle Office, Equities, Bloomberg, Derivatives, Mutual Funds, Project Management, Business Analysis, Management, Vendor Management, Asset Management, Process Improvement, Demand Management, Program Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
Colgate University 1990 — 1994
Wells Fargo 2014 - Present
State Street 2010 - 2014
Deutsche Asset Management 2000 - 2010
Fidelity Management & Research Company May 1999 - August 1999
Pell Rudman 1996 - 1998
BayBank 1995 - 1996
Boston Financial Data Services 1994 - 1995
Skills
Fixed Income, Middle Office, Equities, Bloomberg, Derivatives, Mutual Funds, Project Management, Business Analysis, Management, Vendor Management, Asset Management, Process Improvement, Demand Management, Program Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
Colgate University 1990 — 1994
Jonathan Goodwin's Wells Fargo Experience January 2005 - Present
Job Senior Vice President US Corp Treasury Mang Wells Fargo
Industry Banking
Experience
wells fargo January 2005 - Present
Fleet Bank January 1996 - January 2005
Bank of America 2003 - 2004
Bank of Boston May 1994 - January 1996
Skills
Treasury Management, Payments, Cash Management, Risk Management, Liquidity, Commercial Banking, Banking, Financial Institutions, Credit, Treasury Services, ACH, Commercial Lending, Credit Analysis, Financial Services, Loans, Relationship Management
Education
Babson College 1988 — 1992
BS, Marketing
wells fargo January 2005 - Present
Fleet Bank January 1996 - January 2005
Bank of America 2003 - 2004
Bank of Boston May 1994 - January 1996
Skills
Treasury Management, Payments, Cash Management, Risk Management, Liquidity, Commercial Banking, Banking, Financial Institutions, Credit, Treasury Services, ACH, Commercial Lending, Credit Analysis, Financial Services, Loans, Relationship Management
Education
Babson College 1988 — 1992
BS, Marketing
Keisha J. McNeil's Wells Fargo Experience April 2015 - Present
Job Learning and Development Leader
Industry Human Resources
Experience
Wells Fargo April 2015 - Present
Wells Fargo May 2010 - April 2015
Indymac Bank January 2007 - April 2009
Washington Mutual Bank May 2000 - March 2006
Bank of America June 1991 - December 2000
Skills
Management, Leadership, Training, Coaching, Organizational..., Training Delivery, Succession Planning, Workshop Facilitation, Process Improvement, Program Management, Onboarding, Strategy, Executive Coaching, Recruiting, Employee Training, Team Building, Instructional Design, Organizational..., Personnel Management, Staff Development, HR Consulting, Business Process..., Microsoft Office, Management Consulting, Training
Education
Azusa Pacific University 2012 — 2014
Master of Arts (M.A.), Organizational Leadership
University of Phoenix
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Wells Fargo April 2015 - Present
Wells Fargo May 2010 - April 2015
Indymac Bank January 2007 - April 2009
Washington Mutual Bank May 2000 - March 2006
Bank of America June 1991 - December 2000
Skills
Management, Leadership, Training, Coaching, Organizational..., Training Delivery, Succession Planning, Workshop Facilitation, Process Improvement, Program Management, Onboarding, Strategy, Executive Coaching, Recruiting, Employee Training, Team Building, Instructional Design, Organizational..., Personnel Management, Staff Development, HR Consulting, Business Process..., Microsoft Office, Management Consulting, Training
Education
Azusa Pacific University 2012 — 2014
Master of Arts (M.A.), Organizational Leadership
University of Phoenix
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Susan (Sue) Sperry's Wells Fargo Experience 2002 - 2005
Job Sr. Public Relations Manager at AT&T
Industry Public Relations and Communications
Experience
AT&T May 2011 - Present
Fleishman-Hillard 2006 - June 2011
Wells Fargo 2002 - 2005
Fleishman-Hillard Atlanta 2000 - 2002
Delta Air Lines 1999 - 2000
Hallmark Cards 1995 - 1999
Skills
Corporate Communications, Marketing Communications, Internal Communications, Marketing, Management, Strategic Communications, Crisis Communications, Media Relations, Public Relations, Communication Training, Press Releases, Social Media, Advertising
Education
Baker University
B.S., Business
University of Missouri
English
AT&T May 2011 - Present
Fleishman-Hillard 2006 - June 2011
Wells Fargo 2002 - 2005
Fleishman-Hillard Atlanta 2000 - 2002
Delta Air Lines 1999 - 2000
Hallmark Cards 1995 - 1999
Skills
Corporate Communications, Marketing Communications, Internal Communications, Marketing, Management, Strategic Communications, Crisis Communications, Media Relations, Public Relations, Communication Training, Press Releases, Social Media, Advertising
Education
Baker University
B.S., Business
University of Missouri
English
Joe McCloud's Wells Fargo Experience 2004 - 2007
Job President at J & N Consulting
Industry Information Technology and Services
Experience
J & N Consulting May 2005 - Present
Wells Fargo Real Estate Lending January 2011 - May 2013
Aviva Investors 2013 - 2013
State of Iowa Department of Human Services 2008 - 2010
Datavision Resources 2009 - 2009
ConocoPhillips 2008 - 2009
Wellmark 2007 - 2008
Wells Fargo 2004 - 2007
Anheuser-Busch, Inc. 2002 - 2004
BOLD Internet Business Solutions 2001 - 2002
Skills
Business Requirements, RUP, Use Case, Team Building, Requirements Gathering, Requirements Analysis, Business Analysis, Software Project..., Project Delivery, SDLC, Waterfall, Business Process, Visio, Business Process..., SharePoint, Process Improvement, Vendor Management, Project Management, Business Process Design, Business Intelligence, Use Case Analysis, Change Management, Requirements Management, Process Management, Software Requirements, User Acceptance Testing, Systems Analysis, Enterprise Software, Analysis, Project Portfolio...
Education
Baker University 1996 — 1998
Masters, Computer Science
DeVry Institute of Technology 1993 — 1995
BS in CIS, Computer Informaiton Systems
DeVry University 1992 — 1995
B.S., Computer Information Systems
J & N Consulting May 2005 - Present
Wells Fargo Real Estate Lending January 2011 - May 2013
Aviva Investors 2013 - 2013
State of Iowa Department of Human Services 2008 - 2010
Datavision Resources 2009 - 2009
ConocoPhillips 2008 - 2009
Wellmark 2007 - 2008
Wells Fargo 2004 - 2007
Anheuser-Busch, Inc. 2002 - 2004
BOLD Internet Business Solutions 2001 - 2002
Skills
Business Requirements, RUP, Use Case, Team Building, Requirements Gathering, Requirements Analysis, Business Analysis, Software Project..., Project Delivery, SDLC, Waterfall, Business Process, Visio, Business Process..., SharePoint, Process Improvement, Vendor Management, Project Management, Business Process Design, Business Intelligence, Use Case Analysis, Change Management, Requirements Management, Process Management, Software Requirements, User Acceptance Testing, Systems Analysis, Enterprise Software, Analysis, Project Portfolio...
Education
Baker University 1996 — 1998
Masters, Computer Science
DeVry Institute of Technology 1993 — 1995
BS in CIS, Computer Informaiton Systems
DeVry University 1992 — 1995
B.S., Computer Information Systems
Hudson, Dan's Wells Fargo Experience September 2003 - September 2006
Job Portfolio Analyst at PIMCO
Industry Investment Management
Steve Giles's Wells Fargo Experience 2002 - 2003
Job Market President Commercial Banking at BankLiberty
Industry Banking
Experience
BankLiberty February 2015 - Present
Adams Dairy Bank April 2013 - February 2015
Freedom Bank May 2005 - April 2013
Enterprise Bank & Trust 2003 - 2005
Wells Fargo 2002 - 2003
UMB Bank 1999 - 2002
Boatmen's Bank / Bank of America 1992 - 1999
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Credit Analysis, Mergers & Acquisitions, Business Development, Financial Analysis, Portfolio Management, Small Business Lending, Finance, Mortgage Lending, Consumer Lending, Underwriting, Banking, Risk Management, Cash Management
Education
William Jewell College 1988 — 1992
BA, Business Administration / Finance
Avila University 1994 — 1996
MBA, Finance
BankLiberty February 2015 - Present
Adams Dairy Bank April 2013 - February 2015
Freedom Bank May 2005 - April 2013
Enterprise Bank & Trust 2003 - 2005
Wells Fargo 2002 - 2003
UMB Bank 1999 - 2002
Boatmen's Bank / Bank of America 1992 - 1999
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Credit Analysis, Mergers & Acquisitions, Business Development, Financial Analysis, Portfolio Management, Small Business Lending, Finance, Mortgage Lending, Consumer Lending, Underwriting, Banking, Risk Management, Cash Management
Education
William Jewell College 1988 — 1992
BA, Business Administration / Finance
Avila University 1994 — 1996
MBA, Finance
Ronni Grosskopf's Wells Fargo Experience Program ManagerWells Fargo Bank2010 - Present
Job Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Program ManagerWells Fargo Bank2010 - Present
ADS May 1998 - February 2006
Bank of America December 1987 - April 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2001
Executive Management Training
Phoenix College 1981 — 1984
Business Administration
Wells Fargo Program ManagerWells Fargo Bank2010 - Present
ADS May 1998 - February 2006
Bank of America December 1987 - April 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2001
Executive Management Training
Phoenix College 1981 — 1984
Business Administration
Rick Melenciano's Wells Fargo Experience June 2011 - January 2012
Job Military Student Advisor at Ashford University
Industry E-Learning
Experience
Ashford University January 2012 - Present
Wells Fargo June 2011 - January 2012
U.S. Marine Corps June 2005 - June 2009
Skills
Financial Analysis, Customer Service, Veterans Benefits, Team Leadership, Pastoral Counseling, Administrative Work, Presentations, Banking, Sales, Report Writing, Invoicing, Compliance, Microsoft Office, Microsoft Excel, Employee Training, Military Experience, Military Operations, Military, Force Protection, Security Clearance, Command, Military Training, Operational Planning, Firearms, Weapons, Organizational...
Education
Bethel University 2011 — 2015
Master of Arts (M.A.), Theology/Theological Studies
Azusa Pacific University 2009 — 2011
Bachelor of Science (BS), Organizational Leadership, 3.6
Ashford University January 2012 - Present
Wells Fargo June 2011 - January 2012
U.S. Marine Corps June 2005 - June 2009
Skills
Financial Analysis, Customer Service, Veterans Benefits, Team Leadership, Pastoral Counseling, Administrative Work, Presentations, Banking, Sales, Report Writing, Invoicing, Compliance, Microsoft Office, Microsoft Excel, Employee Training, Military Experience, Military Operations, Military, Force Protection, Security Clearance, Command, Military Training, Operational Planning, Firearms, Weapons, Organizational...
Education
Bethel University 2011 — 2015
Master of Arts (M.A.), Theology/Theological Studies
Azusa Pacific University 2009 — 2011
Bachelor of Science (BS), Organizational Leadership, 3.6
Tanesha Berry's Wells Fargo Experience December 2006 - June 2009
Job Transportation Coordinator for Department of Homeland Security
Industry Government Administration
Experience
Northrop Grumman May 2010 - Present
Wells Fargo December 2006 - June 2009
Skills
Training, Process Improvement, Call Centers, Customer Service, Coaching, Team Building, Performance Management, Leadership Development, Vendor Management, Employee Relations, Recruiting, Organizational..., Human Resources, Time Management, Software Documentation
Education
Avila University 2008 — 2010
Masters, Organizational Development
Washburn University 2001 — 2006
Bachelors, Psychology
Northrop Grumman May 2010 - Present
Wells Fargo December 2006 - June 2009
Skills
Training, Process Improvement, Call Centers, Customer Service, Coaching, Team Building, Performance Management, Leadership Development, Vendor Management, Employee Relations, Recruiting, Organizational..., Human Resources, Time Management, Software Documentation
Education
Avila University 2008 — 2010
Masters, Organizational Development
Washburn University 2001 — 2006
Bachelors, Psychology
Brent Roberson's Wells Fargo Experience April 2012 - November 2014
Job VP/Branch Manager at US Bank
Industry Financial Services
Experience
U.S. Bank November 2014 - Present
Wells Fargo April 2012 - November 2014
Wells Fargo Bank July 2009 - April 2012
Wells Fargo & Company November 2007 - July 2009
Wells Fargo September 2002 - November 2007
Skills
Banking, Commercial Banking, Loans, Small Business Lending, Retail Banking, Lines Of Credit, Cross Selling, Credit Cards, Sales, Coaching, Customer Service, Deposits, Credit, Consumer Lending, Commercial Lending, Financial Services, Relationship Management, Credit Analysis, Mortgage Lending
Education
Furman University 2008 — 2010
Graduate School of Retail Bank Management
Azusa Pacific University 1996 — 2000
BA, Social Science
U.S. Bank November 2014 - Present
Wells Fargo April 2012 - November 2014
Wells Fargo Bank July 2009 - April 2012
Wells Fargo & Company November 2007 - July 2009
Wells Fargo September 2002 - November 2007
Skills
Banking, Commercial Banking, Loans, Small Business Lending, Retail Banking, Lines Of Credit, Cross Selling, Credit Cards, Sales, Coaching, Customer Service, Deposits, Credit, Consumer Lending, Commercial Lending, Financial Services, Relationship Management, Credit Analysis, Mortgage Lending
Education
Furman University 2008 — 2010
Graduate School of Retail Bank Management
Azusa Pacific University 1996 — 2000
BA, Social Science
Shelli M. Brown's Wells Fargo Experience April 2008 - April 2012
Job Technical Support Analyst at Allstate
Industry Banking
Experience
Allstate April 2012 - Present
Wells Fargo April 2008 - April 2012
Skills
Loans, Lines Of Credit, Customer Retention, Sales, Home Equity Loans, Call Centers, Customer Service, Business Analysis, Vendor Management, Visio, SharePoint, Process Improvement, Software Documentation, ITIL, Technical Support
Education
Averett University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business/Financial Mgmt
Allstate April 2012 - Present
Wells Fargo April 2008 - April 2012
Skills
Loans, Lines Of Credit, Customer Retention, Sales, Home Equity Loans, Call Centers, Customer Service, Business Analysis, Vendor Management, Visio, SharePoint, Process Improvement, Software Documentation, ITIL, Technical Support
Education
Averett University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business/Financial Mgmt
Kenda Coleman's Wells Fargo Experience June 2006 - December 2007
Job Real Estate Agent at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate May 2013 - Present
The Higgins Group Realtors February 2012 - May 2013
The Higgins Group Realtors January 2010 - May 2013
Wells Fargo June 2006 - December 2007
Skills
Real Estate, Seller Representation, Home Staging, Home Pricing, Residential Homes, Buyer Representation, Relocation, Negotiation, Market Research, Investments, Financial Analysis, Financial Modeling, Strategic Planning, Due Diligence, Forecasting, Finance, Business Strategy, Microsoft Excel, Mergers, Photoshop, Single Family Homes, Referrals, Sellers, Real Estate Transactions
Education
Babson College 2002 — 2006
Bachelor of Science, Business Administration
William Raveis Real Estate May 2013 - Present
The Higgins Group Realtors February 2012 - May 2013
The Higgins Group Realtors January 2010 - May 2013
Wells Fargo June 2006 - December 2007
Skills
Real Estate, Seller Representation, Home Staging, Home Pricing, Residential Homes, Buyer Representation, Relocation, Negotiation, Market Research, Investments, Financial Analysis, Financial Modeling, Strategic Planning, Due Diligence, Forecasting, Finance, Business Strategy, Microsoft Excel, Mergers, Photoshop, Single Family Homes, Referrals, Sellers, Real Estate Transactions
Education
Babson College 2002 — 2006
Bachelor of Science, Business Administration
Kimber Carter Stone's Wells Fargo Experience January 2007 - January 2011
Job Senior Project Manager at Union Bank
Industry Banking
Experience
Union Bank April 2013 - Present
Wells Fargo Bank January 2011 - April 2013
Wells Fargo January 2007 - January 2011
Skills
Private Banking, Wealth Management, Loans, Banking, Portfolio Management, Series 7, Credit
Education
Azusa Pacific University 1998 — 2000
Business, Business and Marketing
Union Bank April 2013 - Present
Wells Fargo Bank January 2011 - April 2013
Wells Fargo January 2007 - January 2011
Skills
Private Banking, Wealth Management, Loans, Banking, Portfolio Management, Series 7, Credit
Education
Azusa Pacific University 1998 — 2000
Business, Business and Marketing
Charles Merrifield's Wells Fargo Experience
Job Technology Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo
Skills
Operations Management, Leadership, Analysis, Customer Service, Sales, Cross-functional Team..., Team Building, Strategy
Education
University of Phoenix 2002 — 2006
Masters, Business Administration
Baker University 1992 — 1996
Bachelors, Business, Finance, Economics
Wells Fargo
Skills
Operations Management, Leadership, Analysis, Customer Service, Sales, Cross-functional Team..., Team Building, Strategy
Education
University of Phoenix 2002 — 2006
Masters, Business Administration
Baker University 1992 — 1996
Bachelors, Business, Finance, Economics
Temidayo Adebayo, MBA's Wells Fargo Experience June 2012 - August 2012
Job SR Market Risk Analyst at Santander Bank
Industry Financial Services
Experience
Santander Bank, N.A. September 2014 - Present
U.S. Bank January 2013 - July 2014
Babson College July 2012 - September 2012
Wells Fargo June 2012 - August 2012
Babson College January 2012 - May 2012
Winnersquared September 2011 - January 2012
Excell Partners, Inc. June 2011 - September 2011
Sutherland Global Services January 2009 - May 2011
Oceanic Capital January 2005 - January 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Due Diligence, DCF, APV, Strategy Development, Structured Finance, Corporate Finance, Investments, Capital Markets, Bonds, Equities, Venture Capital, Microsoft Excel, Strategy, Analysis, Bloomberg, Investment Banking, Mergers & Acquisitions, Asset Management, Competitive Analysis, Portfolio Management, Financial Reporting, Forecasting, Analytics
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA, Finance and Entrepreneurship
Rochester Institute of Technology 2008 — 2010
Bsc, Finance and Economics
University of Lagos
MATHEMATICS
Santander Bank, N.A. September 2014 - Present
U.S. Bank January 2013 - July 2014
Babson College July 2012 - September 2012
Wells Fargo June 2012 - August 2012
Babson College January 2012 - May 2012
Winnersquared September 2011 - January 2012
Excell Partners, Inc. June 2011 - September 2011
Sutherland Global Services January 2009 - May 2011
Oceanic Capital January 2005 - January 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Due Diligence, DCF, APV, Strategy Development, Structured Finance, Corporate Finance, Investments, Capital Markets, Bonds, Equities, Venture Capital, Microsoft Excel, Strategy, Analysis, Bloomberg, Investment Banking, Mergers & Acquisitions, Asset Management, Competitive Analysis, Portfolio Management, Financial Reporting, Forecasting, Analytics
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA, Finance and Entrepreneurship
Rochester Institute of Technology 2008 — 2010
Bsc, Finance and Economics
University of Lagos
MATHEMATICS
James B. Grigsby's Wells Fargo Experience January 2003 - Present
Job Senior Financial Analyst: Trusted Business Advisor & Proven Solution Provider
Industry Financial Services
Experience
WELLS FARGO January 2003 - Present
PIXAR ANIMATION STUDIOS June 2003 - September 2003
CAPITAL MARKET FUNDING April 2003 - June 2003
CONOCO PHILLIPS July 2001 - March 2003
CONTRA COSTA WATER DISTRICT January 2001 - February 2001
DÉTENTE COSMETICS September 2000 - January 2001
MAERSK SEALAND March 2000 - September 2000
SBC COMMUNICATIONS May 1999 - November 1999
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Banking, Access, Essbase, Strategic Planning, Strategic Financial..., VBA, Microsoft Excel, Strategic Consulting, Business Analysis, Quantitative Analytics, Business Intelligence, Data Mining and..., Forecasting and..., Advanced Report..., Management Consulting, Business Process..., Process Optimization, Organizational..., Organizational Behavior, Organizational..., Competitive Analysis, Cross-functional Team..., Financial Statement..., Credit Analysis, Community Banking, SQL, Teradata, Tableau, Microstrategy, SAS, Visual Studio, Microsoft Access, Oracle, Pricing Strategy, Microsoft SQL Server, SharePoint, Hyperion, SSRS, SQL Server Management..., Public Speaking, Praise & Worship, Jazz Improvisation, Composition, Management, Finance, Financial Services, Forecasting
Education
Azusa Pacific University
Bachelor of Science (B.S.), Organizational Leadership
St. Mary's College High School
Palmer School, Walnut Creek, CA
WELLS FARGO January 2003 - Present
PIXAR ANIMATION STUDIOS June 2003 - September 2003
CAPITAL MARKET FUNDING April 2003 - June 2003
CONOCO PHILLIPS July 2001 - March 2003
CONTRA COSTA WATER DISTRICT January 2001 - February 2001
DÉTENTE COSMETICS September 2000 - January 2001
MAERSK SEALAND March 2000 - September 2000
SBC COMMUNICATIONS May 1999 - November 1999
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Banking, Access, Essbase, Strategic Planning, Strategic Financial..., VBA, Microsoft Excel, Strategic Consulting, Business Analysis, Quantitative Analytics, Business Intelligence, Data Mining and..., Forecasting and..., Advanced Report..., Management Consulting, Business Process..., Process Optimization, Organizational..., Organizational Behavior, Organizational..., Competitive Analysis, Cross-functional Team..., Financial Statement..., Credit Analysis, Community Banking, SQL, Teradata, Tableau, Microstrategy, SAS, Visual Studio, Microsoft Access, Oracle, Pricing Strategy, Microsoft SQL Server, SharePoint, Hyperion, SSRS, SQL Server Management..., Public Speaking, Praise & Worship, Jazz Improvisation, Composition, Management, Finance, Financial Services, Forecasting
Education
Azusa Pacific University
Bachelor of Science (B.S.), Organizational Leadership
St. Mary's College High School
Palmer School, Walnut Creek, CA
Jesse Sherer's Wells Fargo Experience January 2005 - July 2005
Job Senior Regional Manager at FOCUS Brands
Industry Retail
Experience
FOCUS Brands June 2015 - Present
FOCUS Brands January 2014 - Present
Verizon July 2007 - December 2013
Con Am Management May 2005 - January 2006
Wells Fargo January 2005 - July 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Team Leadership, ETFs, Public Speaking, Equity Trading, Team Building, Marketing Strategy, Advertising, Retail, Leadership, Training, Sales, Management, Marketing, Strategic Planning, P&L
Education
Azusa Pacific University 2001 — 2005
Bachelor of Arts (B.A.), Business Administration and Management, General
FOCUS Brands June 2015 - Present
FOCUS Brands January 2014 - Present
Verizon July 2007 - December 2013
Con Am Management May 2005 - January 2006
Wells Fargo January 2005 - July 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Team Leadership, ETFs, Public Speaking, Equity Trading, Team Building, Marketing Strategy, Advertising, Retail, Leadership, Training, Sales, Management, Marketing, Strategic Planning, P&L
Education
Azusa Pacific University 2001 — 2005
Bachelor of Arts (B.A.), Business Administration and Management, General
Matthew Schulman's Wells Fargo Experience September 2015 - Present
Job Home Mortgage Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
J.G. Wentworth Home Lending April 2015 - September 2015
Quicken Loans November 2011 - April 2015
DISH Network January 2001 - October 2011
Skills
Residential Mortgages, Real Estate Economics, Mortgage Underwriting, Leadership, Sales, Real Estate, Management, Customer Service, Microsoft Office, Team Building, Project Management, Process Improvement, Strategic Planning, Microsoft Excel, Mortgage Banking, Finance, Mortgage Lending, Loans, Refinance, FHA, PowerPoint, Banking, Operations Management, Credit, Loan Origination, Team Leadership, Microsoft Word, Credit Analysis, Investment Properties, VA Loans, First Time Home Buyers, USDA, Public Speaking, Underwriting, Sales Management, Residential Homes, Marketing, Investments, FHA Financing, Customer Retention
Education
Baker College Business and Corporate Services 2009 — 2011
Bachelors, Business Leadership
Baker College of Auburn Hills 2004 — 2007
Associates, Information Technology
Wells Fargo September 2015 - Present
J.G. Wentworth Home Lending April 2015 - September 2015
Quicken Loans November 2011 - April 2015
DISH Network January 2001 - October 2011
Skills
Residential Mortgages, Real Estate Economics, Mortgage Underwriting, Leadership, Sales, Real Estate, Management, Customer Service, Microsoft Office, Team Building, Project Management, Process Improvement, Strategic Planning, Microsoft Excel, Mortgage Banking, Finance, Mortgage Lending, Loans, Refinance, FHA, PowerPoint, Banking, Operations Management, Credit, Loan Origination, Team Leadership, Microsoft Word, Credit Analysis, Investment Properties, VA Loans, First Time Home Buyers, USDA, Public Speaking, Underwriting, Sales Management, Residential Homes, Marketing, Investments, FHA Financing, Customer Retention
Education
Baker College Business and Corporate Services 2009 — 2011
Bachelors, Business Leadership
Baker College of Auburn Hills 2004 — 2007
Associates, Information Technology
Shirmila Doddi's Wells Fargo Experience September 2013 - February 2015
Job Relationship Manager Corporate Banking at Wells Fargo
Industry Financial Services
Experience
Target CW June 2015 - Present
Wells Fargo September 2013 - February 2015
Wells Fargo Capital Finance July 2012 - August 2013
Wells Fargo February 2012 - September 2012
Wells Fargo June 2009 - February 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Credit Analysis, Credit, Strategic Financial..., Loans, Portfolio Management, Banking, Relationship Management, Due Diligence, Finance, Underwriting, Mergers & Acquisitions, Management, Analysis, Financial Risk, Commercial Banking, Investments, Corporate Finance, Business Development, Leadership, Microsoft Excel, Risk Management, Accounting, Financial Accounting
Education
ESADE Business School 2009 — 2009
Global Management
Babson College 2005 — 2009
BS, Finance, Global Management, 3.55
Target CW June 2015 - Present
Wells Fargo September 2013 - February 2015
Wells Fargo Capital Finance July 2012 - August 2013
Wells Fargo February 2012 - September 2012
Wells Fargo June 2009 - February 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Credit Analysis, Credit, Strategic Financial..., Loans, Portfolio Management, Banking, Relationship Management, Due Diligence, Finance, Underwriting, Mergers & Acquisitions, Management, Analysis, Financial Risk, Commercial Banking, Investments, Corporate Finance, Business Development, Leadership, Microsoft Excel, Risk Management, Accounting, Financial Accounting
Education
ESADE Business School 2009 — 2009
Global Management
Babson College 2005 — 2009
BS, Finance, Global Management, 3.55
Vidya Patil's Wells Fargo Experience January 2007 - September 2007
Job Principal Consultant at Appirio
Industry Information Technology and Services
Experience
Appirio September 2014 - Present
Appirio March 2008 - Present
Pearson Education September 2007 - March 2008
Wells Fargo January 2007 - September 2007
TGen February 2006 - December 2006
Syntel September 2004 - February 2006
iGate Patni Computer Systems August 2003 - September 2004
SoftLink International February 2000 - August 2003
Skills
Salesforce.com..., Cloud Computing, Business Analysis, Solution Architecture, Pre-sales, DICOM, Software Project..., Software Development, Brainbench..., CRM, SaaS, Agile Methodologies, Consulting, Requirements Analysis, Scrum, SDLC, Project Management, PaaS, Salesforce.com, Enterprise Software, Force.com, ERP, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA, Entrepreneurship
Seed Infotech 1999 — 2000
Advanced Diploma in Object Technology, A+
University of Pune 1995 — 1999
B.E., Electronics
Appirio September 2014 - Present
Appirio March 2008 - Present
Pearson Education September 2007 - March 2008
Wells Fargo January 2007 - September 2007
TGen February 2006 - December 2006
Syntel September 2004 - February 2006
iGate Patni Computer Systems August 2003 - September 2004
SoftLink International February 2000 - August 2003
Skills
Salesforce.com..., Cloud Computing, Business Analysis, Solution Architecture, Pre-sales, DICOM, Software Project..., Software Development, Brainbench..., CRM, SaaS, Agile Methodologies, Consulting, Requirements Analysis, Scrum, SDLC, Project Management, PaaS, Salesforce.com, Enterprise Software, Force.com, ERP, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA, Entrepreneurship
Seed Infotech 1999 — 2000
Advanced Diploma in Object Technology, A+
University of Pune 1995 — 1999
B.E., Electronics
Joe Grabowski, MBA's Wells Fargo Experience May 2015 - Present
Job at
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Pacific Mercantile Bank May 2013 - Present
Wells Fargo September 2007 - May 2013
Premier Service Bank January 2005 - September 2007
Foothill Independent Bank January 2005 - December 2005
Chino Commercial Bank June 2002 - January 2005
Skills
Management, Underwriting, Corporate Portfolio..., Commercial Lending, Loans, Banking, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Cross Selling, Commercial Mortgages, Branch Banking, Small Business Lending, Lines Of Credit, Loan Origination, Mortgage Lending, Consumer Lending, Cash Management
Education
Azusa Pacific University 1999 — 2002
MBA, Business
Azusa Pacific University 1995 — 1998
Masters, Business Administration
Azusa Pacific University
Bachelors of Arts, Business Administration
Wells Fargo May 2015 - Present
Pacific Mercantile Bank May 2013 - Present
Wells Fargo September 2007 - May 2013
Premier Service Bank January 2005 - September 2007
Foothill Independent Bank January 2005 - December 2005
Chino Commercial Bank June 2002 - January 2005
Skills
Management, Underwriting, Corporate Portfolio..., Commercial Lending, Loans, Banking, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Cross Selling, Commercial Mortgages, Branch Banking, Small Business Lending, Lines Of Credit, Loan Origination, Mortgage Lending, Consumer Lending, Cash Management
Education
Azusa Pacific University 1999 — 2002
MBA, Business
Azusa Pacific University 1995 — 1998
Masters, Business Administration
Azusa Pacific University
Bachelors of Arts, Business Administration
Alyssa Hause's Wells Fargo Experience April 2002 - October 2004
Job Paraplanner at Family Wealth Consulting Group
Industry Financial Services
Experience
Family Wealth Consulting Group March 2012 - Present
G&K Services November 2004 - March 2012
Wells Fargo April 2002 - October 2004
Education
Azusa Pacific University 1998 — 2001
Bachelor of Science in Marketing, Business, Management, Marketing, and Related Support Services
Family Wealth Consulting Group March 2012 - Present
G&K Services November 2004 - March 2012
Wells Fargo April 2002 - October 2004
Education
Azusa Pacific University 1998 — 2001
Bachelor of Science in Marketing, Business, Management, Marketing, and Related Support Services
Jessica Gunter's Wells Fargo Experience January 2006 - April 2012
Job Team Coordinator with Empower Retirement Plan Services
Industry Financial Services
Experience
Great-West Retirement Services August 2012 - Present
Wells Fargo January 2006 - April 2012
Citi January 2003 - January 2006
Skills
Series 63, Retirement, Portfolio Management, Financial Analysis, Financial Services, Commercial Lending, Finance, Risk Management, Commercial Banking, Retail Banking, Underwriting
Education
Baker University 2015 — 2017
Bachelor's degree, Business Administration and Management, General
Park University 2011 — 2014
BS - BA-Management/Finance and Accounting, Accounting; Bus Admin-Finance; Bus Admin-Management
Metropolitan Community College - Kansas City
Great-West Retirement Services August 2012 - Present
Wells Fargo January 2006 - April 2012
Citi January 2003 - January 2006
Skills
Series 63, Retirement, Portfolio Management, Financial Analysis, Financial Services, Commercial Lending, Finance, Risk Management, Commercial Banking, Retail Banking, Underwriting
Education
Baker University 2015 — 2017
Bachelor's degree, Business Administration and Management, General
Park University 2011 — 2014
BS - BA-Management/Finance and Accounting, Accounting; Bus Admin-Finance; Bus Admin-Management
Metropolitan Community College - Kansas City
James Cristofori's Wells Fargo Experience November 1999 - August 2012
Job Senior Vice President at Eastdil Secured
Industry Real Estate
Experience
Eastdil Secured August 2012 - Present
Wells Fargo November 1999 - August 2012
Capstone Properties October 1995 - October 1999
Skills
Real Estate Economics, Disposition, Real Estate, Real Estate Development, Investment Properties, Brokerage, Real Estate Transactions, Valuation, Asset Management, Commercial Real Estate, Leases, Due Diligence, Investments, Real Estate Financing, Financial Modeling
Education
Babson College 1989 — 1993
Bachelor of Science (BS), Finance and Investments
Eastdil Secured August 2012 - Present
Wells Fargo November 1999 - August 2012
Capstone Properties October 1995 - October 1999
Skills
Real Estate Economics, Disposition, Real Estate, Real Estate Development, Investment Properties, Brokerage, Real Estate Transactions, Valuation, Asset Management, Commercial Real Estate, Leases, Due Diligence, Investments, Real Estate Financing, Financial Modeling
Education
Babson College 1989 — 1993
Bachelor of Science (BS), Finance and Investments
Isaac Williams MS's Wells Fargo Experience August 2009 - November 2010
Job Wholesale Business Advisor at Frontier Communications
Industry Telecommunications
Experience
Frontier Communications January 2011 - Present
Wells Fargo August 2009 - November 2010
Pontiac Finest Youth Organization September 2004 - August 2009
Skills
Strategic Planning, Communication, Outstanding..., Creative Direction, Cross-functional Team..., Problem Solving, Analytical Skills, Motivation, Timely Decision Making, Visionary, Integrity, Enthusiastic..., Delegation, Organizational..., Organizational..., Process Improvement, Management
Education
Indiana University—Purdue University Fort Wayne 2009 — 2012
Master of Science (M.S.), Organizational Leadership
Purdue University 2009 — 2012
Master of Science (MS), Organizational Leadership
Baker College of Auburn Hills 2004 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Frontier Communications January 2011 - Present
Wells Fargo August 2009 - November 2010
Pontiac Finest Youth Organization September 2004 - August 2009
Skills
Strategic Planning, Communication, Outstanding..., Creative Direction, Cross-functional Team..., Problem Solving, Analytical Skills, Motivation, Timely Decision Making, Visionary, Integrity, Enthusiastic..., Delegation, Organizational..., Organizational..., Process Improvement, Management
Education
Indiana University—Purdue University Fort Wayne 2009 — 2012
Master of Science (M.S.), Organizational Leadership
Purdue University 2009 — 2012
Master of Science (MS), Organizational Leadership
Baker College of Auburn Hills 2004 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
David Patenaude's Wells Fargo Experience October 1999 - May 2002
Job Marshall at The Gallery Golf Club
Industry Sports
Experience
The Gallery Golf Club October 2003 - Present
Wells Fargo October 1999 - May 2002
Bank of America July 1997 - June 1999
Skills
Management, Corporate Finance, Insurance, Event Management, Credit, Strategic Planning, Budgets, Social Media, Customer Service, Public Relations, Publishing, Public Speaking
Education
University of Santa Clara 1970 — 1973
MSA, Business Administration and Management, General, B
Babson College 1958 — 1961
Bachelor of Science (BS), Business Administration and Management, General
The Gallery Golf Club October 2003 - Present
Wells Fargo October 1999 - May 2002
Bank of America July 1997 - June 1999
Skills
Management, Corporate Finance, Insurance, Event Management, Credit, Strategic Planning, Budgets, Social Media, Customer Service, Public Relations, Publishing, Public Speaking
Education
University of Santa Clara 1970 — 1973
MSA, Business Administration and Management, General, B
Babson College 1958 — 1961
Bachelor of Science (BS), Business Administration and Management, General
Jasmine Dennis's Wells Fargo Experience June 2015 - Present
Job Teller at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2015 - Present
Juice It Up! May 2014 - April 2015
Azusa Pacific University August 2013 - January 2014
Azusa Pacific University September 2012 - October 2013
Cold Stone Creamery May 2013 - September 2013
Quackenworth February 2013 - April 2013
Skills
Customer Service, Sales, Management, Finance, Accounting, Financial Analysis, Social Media, Teamwork, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint
Education
Liberty University 2014 — 2017
Bachelor’s Degree, Accounting and Finance
Azusa Pacific University 2012 — 2013
Bachelor’s Degree, Accounting
Wells Fargo June 2015 - Present
Juice It Up! May 2014 - April 2015
Azusa Pacific University August 2013 - January 2014
Azusa Pacific University September 2012 - October 2013
Cold Stone Creamery May 2013 - September 2013
Quackenworth February 2013 - April 2013
Skills
Customer Service, Sales, Management, Finance, Accounting, Financial Analysis, Social Media, Teamwork, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint
Education
Liberty University 2014 — 2017
Bachelor’s Degree, Accounting and Finance
Azusa Pacific University 2012 — 2013
Bachelor’s Degree, Accounting
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank