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
Erica Socorro Erica Socorro's Wells Fargo Experience September 2013 - Present
Job Analytics Consultant Lead, at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2013 - Present
Wells Fargo April 2013 - September 2013
Hewlett Packard January 2001 - December 2012
Hewlett Packard January 2001 - March 2004
Hewlett Packard January 1999 - February 2001
Skills
Program Management, Management, Strategy, Training, Human Resources, Cross-functional Team..., HRIS, Onboarding, Process Improvement, Change Management
Education
Barry University 2001 — 2004
Bachelor of Science, Professional Studies; Certificates; Human Resources & Information Technology
Barry University
Wells Fargo September 2013 - Present
Wells Fargo April 2013 - September 2013
Hewlett Packard January 2001 - December 2012
Hewlett Packard January 2001 - March 2004
Hewlett Packard January 1999 - February 2001
Skills
Program Management, Management, Strategy, Training, Human Resources, Cross-functional Team..., HRIS, Onboarding, Process Improvement, Change Management
Education
Barry University 2001 — 2004
Bachelor of Science, Professional Studies; Certificates; Human Resources & Information Technology
Barry University
Valerie Muravitsky Valerie Muravitsky's Wells Fargo Experience May 2014 - February 2015
Job Agile Technical Program Manager
Industry Computer Software
Experience
Wells Fargo May 2014 - February 2015
eBay Inc March 2013 - March 2014
Karmalot October 2012 - March 2013
Gap Inc./GapTech October 2010 - October 2012
UC Berkeley Haas Partners Club February 2010 - February 2011
Macy's Mobile 2009 - 2010
Angioblast 2007 - 2008
Citigroup Global Markets Inc 2004 - 2007
Omnipod (acquired by Symantec) 2001 - 2002
Skills
Agile and Lean..., Acceleration of Teams, Agile Coach, Experiential Learning, Collaborative Play, Mindful Mediation, Lean Customer..., Lean Startup, Marketing Strategy, Emerging Markets, Business Development, Capital Raising, Agile Methodologies, Knowledge Management, Facilitation, Emotional Intelligence, Agile Project Management, Facilitators, E-commerce, Team Building, Workshop Facilitation, Cross-functional Team..., Mobile Devices, Project Management, Business Analysis, Entrepreneurship, Business Intelligence, Integration, Product Management, Strategy, Management, Leadership, Software Development, Consulting, Start-ups, Program Management, Business Strategy
Education
Columbia University in the City of New York 2008 — 2008
Mathematics
Agile Management Training
Certified Scrum Master
City University of New York-Baruch College - Zicklin School of Business
Bachelors of Business Administration, (Marketing, Finance & Investments, Entrepreneurship)
Wells Fargo May 2014 - February 2015
eBay Inc March 2013 - March 2014
Karmalot October 2012 - March 2013
Gap Inc./GapTech October 2010 - October 2012
UC Berkeley Haas Partners Club February 2010 - February 2011
Macy's Mobile 2009 - 2010
Angioblast 2007 - 2008
Citigroup Global Markets Inc 2004 - 2007
Omnipod (acquired by Symantec) 2001 - 2002
Skills
Agile and Lean..., Acceleration of Teams, Agile Coach, Experiential Learning, Collaborative Play, Mindful Mediation, Lean Customer..., Lean Startup, Marketing Strategy, Emerging Markets, Business Development, Capital Raising, Agile Methodologies, Knowledge Management, Facilitation, Emotional Intelligence, Agile Project Management, Facilitators, E-commerce, Team Building, Workshop Facilitation, Cross-functional Team..., Mobile Devices, Project Management, Business Analysis, Entrepreneurship, Business Intelligence, Integration, Product Management, Strategy, Management, Leadership, Software Development, Consulting, Start-ups, Program Management, Business Strategy
Education
Columbia University in the City of New York 2008 — 2008
Mathematics
Agile Management Training
Certified Scrum Master
City University of New York-Baruch College - Zicklin School of Business
Bachelors of Business Administration, (Marketing, Finance & Investments, Entrepreneurship)
Gladys Wills-Major Gladys Wills-Major's Wells Fargo Experience May 2004 - May 2007
Job Adjunct Instructor/Mentor
Industry Higher Education
Experience
Miami Dade College April 2013 - Present
Macy's November 2011 - Present
Community Health of South Florida, Inc. April 2012 - April 2013
First Horizon Home Loans April 2007 - May 2008
Wells Fargo May 2004 - May 2007
Skills
Training and Development, CompTIA, CompTIA Network+, Grant Writing, Team Leadership, Financial Analysis, Customer Retention, Long-term Customer..., Sales Operations, Motivational Speaking
Education
Barry University 2010 — 2011
Master of Public Administration (MPA), Public Administration
Barry University 2009 — 2011
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
Miami Dade College April 2013 - Present
Macy's November 2011 - Present
Community Health of South Florida, Inc. April 2012 - April 2013
First Horizon Home Loans April 2007 - May 2008
Wells Fargo May 2004 - May 2007
Skills
Training and Development, CompTIA, CompTIA Network+, Grant Writing, Team Leadership, Financial Analysis, Customer Retention, Long-term Customer..., Sales Operations, Motivational Speaking
Education
Barry University 2010 — 2011
Master of Public Administration (MPA), Public Administration
Barry University 2009 — 2011
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
Miguel A. Garcia Miguel A. Garcia's Wells Fargo Experience June 2015 - August 2015
Job International Trade Finance Summer Analyst at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo June 2015 - August 2015
Morgan Stanley October 2014 - November 2014
Bank of America July 2009 - August 2014
Gap Inc./Banana Republic July 2010 - April 2011
Skills
Banking, Financial Analysis, Financial Modeling, Microsoft Excel, Credit, Valuation, Credit Risk, Risk Management, Customer Service, PowerPoint, Finance, Commercial Banking, Access, Cash Management, Loans, Financial Services, Credit Cards, Bloomberg, Retail Banking, Financial Risk, Deposits
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Bachelor of Business Administration (BBA), Finance & Investments
Wells Fargo June 2015 - August 2015
Morgan Stanley October 2014 - November 2014
Bank of America July 2009 - August 2014
Gap Inc./Banana Republic July 2010 - April 2011
Skills
Banking, Financial Analysis, Financial Modeling, Microsoft Excel, Credit, Valuation, Credit Risk, Risk Management, Customer Service, PowerPoint, Finance, Commercial Banking, Access, Cash Management, Loans, Financial Services, Credit Cards, Bloomberg, Retail Banking, Financial Risk, Deposits
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Bachelor of Business Administration (BBA), Finance & Investments
Humberto Andrew Duarte's Wells Fargo Experience July 2006 - April 2011
Job Graduate Program Coordinator at Barry University
Industry Higher Education
Experience
Crane Institute Certification November 2013 - Present
Barry University July 2013 - Present
Barry University June 2013 - July 2013
Florida International University December 2012 - March 2013
Ocean Bank June 2012 - December 2012
Barry University May 2011 - March 2012
Wells Fargo July 2006 - April 2011
The Sports Authority August 2003 - July 2006
Skills
Microsoft Office, Adobe, Photoshop, Lotus Notes, Internet Explorer, Mac OS, Data Analysis, Cash Management, Banking, Strategic Planning, Training & Development, Teamwork, Customer Service, Excel, Word, Windows, PowerPoint, Access, Microsoft Excel, Business, Higher Education..., Higher Education..., Higher Education, E-Learning, Treasury Services, Fraud, Adult Education, Youth Ministry, Military, Coast Guard, Marketing, Research, Public Speaking, Training, Management, Sales, Event Planning, Outlook, Leadership, Spanish, Project Management, Leadership Development, SharePoint, Blackboard, Moodle, Team Building, Microsoft Word, Team Leadership, Employee Training, Risk Management
Education
Barry University 2014 — 2015
Master's Degree, Higher Education/Higher Education Administration
Barry University 2010 — 2012
Bachelor of Science (B.S.), Administration, 3.43
Miami Dade College 2003 — 2009
Associate of Arts (AA), Public Administration
South Miami Senior High School 1999 — 2003
High School Diploma, Commercial Art
Crane Institute Certification November 2013 - Present
Barry University July 2013 - Present
Barry University June 2013 - July 2013
Florida International University December 2012 - March 2013
Ocean Bank June 2012 - December 2012
Barry University May 2011 - March 2012
Wells Fargo July 2006 - April 2011
The Sports Authority August 2003 - July 2006
Skills
Microsoft Office, Adobe, Photoshop, Lotus Notes, Internet Explorer, Mac OS, Data Analysis, Cash Management, Banking, Strategic Planning, Training & Development, Teamwork, Customer Service, Excel, Word, Windows, PowerPoint, Access, Microsoft Excel, Business, Higher Education..., Higher Education..., Higher Education, E-Learning, Treasury Services, Fraud, Adult Education, Youth Ministry, Military, Coast Guard, Marketing, Research, Public Speaking, Training, Management, Sales, Event Planning, Outlook, Leadership, Spanish, Project Management, Leadership Development, SharePoint, Blackboard, Moodle, Team Building, Microsoft Word, Team Leadership, Employee Training, Risk Management
Education
Barry University 2014 — 2015
Master's Degree, Higher Education/Higher Education Administration
Barry University 2010 — 2012
Bachelor of Science (B.S.), Administration, 3.43
Miami Dade College 2003 — 2009
Associate of Arts (AA), Public Administration
South Miami Senior High School 1999 — 2003
High School Diploma, Commercial Art
Ceylan Carlson Ceylan Carlson's Wells Fargo Experience July 2010 - July 2013
Job Accounting Officer at Isuzu Finance of America
Industry Financial Services
Experience
Isuzu Finance of America August 2014 - Present
Wells Fargo July 2010 - July 2013
Lacrosse Global Fund Services July 2008 - July 2010
Lifetouch February 2005 - July 2008
Banco Santander July 2003 - September 2004
Infante & Co., CPAs February 2002 - June 2003
United States Military Academy June 1999 - August 2000
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Account Reconciliation, General Ledger, Financial Statements, Fixed Assets, Cost Accounting, Variance Analysis
Education
Barry University
Bachelor of Science (BS), Accounting
Isuzu Finance of America August 2014 - Present
Wells Fargo July 2010 - July 2013
Lacrosse Global Fund Services July 2008 - July 2010
Lifetouch February 2005 - July 2008
Banco Santander July 2003 - September 2004
Infante & Co., CPAs February 2002 - June 2003
United States Military Academy June 1999 - August 2000
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Account Reconciliation, General Ledger, Financial Statements, Fixed Assets, Cost Accounting, Variance Analysis
Education
Barry University
Bachelor of Science (BS), Accounting
Jesse Lewis Jesse Lewis's Wells Fargo Experience December 2005 - April 2008
Job Finance Manager II, Financial Planning & Analysis at Lake Region Medical
Industry Medical Devices
Experience
Lake Region Medical November 2011 - Present
Cardinal Health July 2010 - August 2011
Cardinal Health February 2010 - July 2010
Various April 2008 - February 2010
Wells Fargo December 2005 - April 2008
Toyota Tsusho America April 2002 - December 2005
HD Brous & Co., Inc August 2001 - April 2002
C.E. Unterberg, Towbin June 2000 - August 2001
Skills
Cross-functional Team..., Finance, Business Strategy, Strategy, Financial Analysis, Change Management, Business Development, Business Analysis, Product Development, Financial Services, Analytics, Leadership, Business Intelligence, Risk Management, CRM, Analysis, Strategic Planning, Project Management, Six Sigma, New Business Development, Sales Operations
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (M.B.A.), Finance and Investments
Berklee College of Music
Bachelor of Music, Computer Synthesis Engineering
The Albany Academy
Lake Region Medical November 2011 - Present
Cardinal Health July 2010 - August 2011
Cardinal Health February 2010 - July 2010
Various April 2008 - February 2010
Wells Fargo December 2005 - April 2008
Toyota Tsusho America April 2002 - December 2005
HD Brous & Co., Inc August 2001 - April 2002
C.E. Unterberg, Towbin June 2000 - August 2001
Skills
Cross-functional Team..., Finance, Business Strategy, Strategy, Financial Analysis, Change Management, Business Development, Business Analysis, Product Development, Financial Services, Analytics, Leadership, Business Intelligence, Risk Management, CRM, Analysis, Strategic Planning, Project Management, Six Sigma, New Business Development, Sales Operations
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (M.B.A.), Finance and Investments
Berklee College of Music
Bachelor of Music, Computer Synthesis Engineering
The Albany Academy
Steven Acosta Steven Acosta's Wells Fargo Experience July 2007 - January 2011
Job Vice President, Banking Center Manager V
Industry Banking
Experience
MB Financial Bank February 2011 - Present
Wells Fargo July 2007 - January 2011
Wachovia November 2007 - December 2009
Wachovia May 2006 - May 2007
Wachovia July 2005 - April 2006
Bank of America May 2004 - February 2005
Bank of America January 2004 - February 2005
Bank of America January 2003 - December 2003
Skills
Life Licenses, Coaching, Human Resources, Banking, Retail Banking, Loans, Credit, Small Business Lending, Mortgage Lending, Consumer Lending, Commercial Banking, Finance, Credit Analysis, Financial Analysis, Commercial Lending, Customer Service, Series 7, Team Building, Lines Of Credit, Investments, Risk Management, Sales
Education
Barry University 2008 — 2010
Masters, MBA
Florida Atlantic University 2002 — 2006
Bachelor, Business Administration; Management and Marketing - 2006
MB Financial Bank February 2011 - Present
Wells Fargo July 2007 - January 2011
Wachovia November 2007 - December 2009
Wachovia May 2006 - May 2007
Wachovia July 2005 - April 2006
Bank of America May 2004 - February 2005
Bank of America January 2004 - February 2005
Bank of America January 2003 - December 2003
Skills
Life Licenses, Coaching, Human Resources, Banking, Retail Banking, Loans, Credit, Small Business Lending, Mortgage Lending, Consumer Lending, Commercial Banking, Finance, Credit Analysis, Financial Analysis, Commercial Lending, Customer Service, Series 7, Team Building, Lines Of Credit, Investments, Risk Management, Sales
Education
Barry University 2008 — 2010
Masters, MBA
Florida Atlantic University 2002 — 2006
Bachelor, Business Administration; Management and Marketing - 2006
Linda Verdi Linda Verdi's Wells Fargo Experience January 1999 - December 2013
Job Personal Administrative Assistant/Office Manager at ENCORE AUDIO VIDEO SERVICES, Inc
Industry Executive Office
Experience
ENCORE AUDIO VIDEO SERVICES, Inc December 2013 - Present
WELLS FARGO January 1999 - December 2013
Bank Atlantic January 1997 - December 1998
SUNTRUST BANK OF SOUTH FLORIDA, N.A 1993 - 1997
FRED HUNTER MEMORIAL SERVICES, INC., 1990 - 1992
BARRY UNIVERSITY 1985 - 1989
Skills
Recruiting, Social Networking, Public Relations
Education
Barry University 1985 — 1989
Barry University BA Professional Studies, Adult and Continuing Education Administration
Barry University
ENCORE AUDIO VIDEO SERVICES, Inc December 2013 - Present
WELLS FARGO January 1999 - December 2013
Bank Atlantic January 1997 - December 1998
SUNTRUST BANK OF SOUTH FLORIDA, N.A 1993 - 1997
FRED HUNTER MEMORIAL SERVICES, INC., 1990 - 1992
BARRY UNIVERSITY 1985 - 1989
Skills
Recruiting, Social Networking, Public Relations
Education
Barry University 1985 — 1989
Barry University BA Professional Studies, Adult and Continuing Education Administration
Barry University
Brooke Bresnan Brooke Bresnan's Wells Fargo Experience June 2013 - March 2015
Job VP | Financial Industry Professional
Industry Investment Management
Experience
Wells Fargo June 2013 - March 2015
BlackRock August 2010 - September 2012
Primus Asset Management July 2006 - July 2009
Houlihan Lokey February 2005 - June 2006
CapitalSource August 2003 - February 2005
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.) Candidate
University of North Carolina at Asheville 2001 — 2003
Bachelor of Arts (B.A.), History, 3.9
Barnard College 1999 — 2001
Bachelor's degree, Art History and Visual Arts
Charlotte Country Day School 1995 — 1999
High School Diploma
Wells Fargo June 2013 - March 2015
BlackRock August 2010 - September 2012
Primus Asset Management July 2006 - July 2009
Houlihan Lokey February 2005 - June 2006
CapitalSource August 2003 - February 2005
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.) Candidate
University of North Carolina at Asheville 2001 — 2003
Bachelor of Arts (B.A.), History, 3.9
Barnard College 1999 — 2001
Bachelor's degree, Art History and Visual Arts
Charlotte Country Day School 1995 — 1999
High School Diploma
Inbal Shaul's Wells Fargo Experience January 2015 - Present
Job Security Operation Service Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Globe University December 2014 - Present
Novitex Enterprise Solutions May 2013 - July 2014
Dagesh October 2012 - January 2013
Bank Leumi October 2012 - November 2012
MATI November 2010 - May 2011
Ricky's Kindergarden March 2007 - October 2010
Israel Defense Forces October 2004 - October 2006
Skills
Customer Service, Finance, Microsoft Office, Hebrew, English, good with people, Fast Learner, Professional..., Account Management, Financial Analysis, Budgets, Accounting
Education
Globe University-Minneapolis 2013 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, 3.9
Bar-Ilan University 2008 — 2011
Bachelor's Degree, Economics, 92%
Wells Fargo January 2015 - Present
Globe University December 2014 - Present
Novitex Enterprise Solutions May 2013 - July 2014
Dagesh October 2012 - January 2013
Bank Leumi October 2012 - November 2012
MATI November 2010 - May 2011
Ricky's Kindergarden March 2007 - October 2010
Israel Defense Forces October 2004 - October 2006
Skills
Customer Service, Finance, Microsoft Office, Hebrew, English, good with people, Fast Learner, Professional..., Account Management, Financial Analysis, Budgets, Accounting
Education
Globe University-Minneapolis 2013 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, 3.9
Bar-Ilan University 2008 — 2011
Bachelor's Degree, Economics, 92%
Kadeem Hodge's Wells Fargo Experience August 2014 - Present
Job Bank Teller at Wells Fargo
Industry Nonprofit Organization Management
Experience
Wells Fargo August 2014 - Present
Safeguard Business Systems September 2013 - August 2014
American Eagle Outfitters September 2013 - April 2014
Breakthrough Collaborative January 2013 - May 2013
Barry University August 2012 - December 2012
Superior Court of the Virgin Islands May 2010 - August 2010
Communities In Schools - Bay Area May 2010 - July 2010
Skills
Government, Public Policy, Policy, Politics, Public Sector, Public Administration, Public Safety, Public Relations, Public Health, Local Government, Government Contracting, Administrative..., Legal Assistance, Legal Research, Archives, Digital Archiving, Archival Description, Archival Preservation, Data Entry, Political Science, Nonprofits, Online Research, State Government, Case Management, Legislation, Records Management, International Relations, Community Development, Federal Government
Education
Barry University 2008 — 2013
Bachelor of Science (BS), Political Science and Government
Lee College 2007 — 2008
General Studies
Wells Fargo August 2014 - Present
Safeguard Business Systems September 2013 - August 2014
American Eagle Outfitters September 2013 - April 2014
Breakthrough Collaborative January 2013 - May 2013
Barry University August 2012 - December 2012
Superior Court of the Virgin Islands May 2010 - August 2010
Communities In Schools - Bay Area May 2010 - July 2010
Skills
Government, Public Policy, Policy, Politics, Public Sector, Public Administration, Public Safety, Public Relations, Public Health, Local Government, Government Contracting, Administrative..., Legal Assistance, Legal Research, Archives, Digital Archiving, Archival Description, Archival Preservation, Data Entry, Political Science, Nonprofits, Online Research, State Government, Case Management, Legislation, Records Management, International Relations, Community Development, Federal Government
Education
Barry University 2008 — 2013
Bachelor of Science (BS), Political Science and Government
Lee College 2007 — 2008
General Studies
Russell V. Dawson, MBA Russell V. Dawson, MBA's Wells Fargo Experience January 2004 - January 2007
Job SM Vice President at TD Bank Group
Industry Banking
Experience
TD November 2013 - Present
Third Federal May 2007 - October 2013
Florida Community Bank June 2007 - July 2008
Wells Fargo January 2004 - January 2007
Wells Fargo January 2004 - January 2005
Wells Fargo Home Mortgage January 2003 - January 2004
Sears, Roebuck and Co. January 2002 - January 2003
Dell Computers Inc. April 2000 - April 2002
Skills
Account Management, Banking, Business Development, Commercial Banking, Credit, Credit Risk, Customer Service, Financial Analysis, Insurance, Leadership, Loan Origination, Loans, Management, Market Research, Mortgage Lending, New Business Development, Portfolio Management, Project Management, Project Planning, Recruiting, Relationship Management, Retail Banking, Risk Management, Sales, Sales Management, Selling Skills, Small Business Lending, Strategic Planning, Team Building, Credit Analysis, Customer Satisfaction
Education
Barry University
Master of Business Administration (MBA)
Florida Agricultural and Mechanical University
Bachelor's degree, Business & Finance
Florida State University
Master of Business Administration (MBA), Business
TD November 2013 - Present
Third Federal May 2007 - October 2013
Florida Community Bank June 2007 - July 2008
Wells Fargo January 2004 - January 2007
Wells Fargo January 2004 - January 2005
Wells Fargo Home Mortgage January 2003 - January 2004
Sears, Roebuck and Co. January 2002 - January 2003
Dell Computers Inc. April 2000 - April 2002
Skills
Account Management, Banking, Business Development, Commercial Banking, Credit, Credit Risk, Customer Service, Financial Analysis, Insurance, Leadership, Loan Origination, Loans, Management, Market Research, Mortgage Lending, New Business Development, Portfolio Management, Project Management, Project Planning, Recruiting, Relationship Management, Retail Banking, Risk Management, Sales, Sales Management, Selling Skills, Small Business Lending, Strategic Planning, Team Building, Credit Analysis, Customer Satisfaction
Education
Barry University
Master of Business Administration (MBA)
Florida Agricultural and Mechanical University
Bachelor's degree, Business & Finance
Florida State University
Master of Business Administration (MBA), Business
John Akiti's Wells Fargo Experience May 1999 - March 2006
Job Senior Consultant
Industry Financial Services
Experience
Joy Village November 2012 - Present
Ocean Bank December 2007 - May 2012
PNC April 2006 - December 2007
Wells Fargo May 1999 - March 2006
Skills
Management, Banking, Leadership, Commercial Banking, Anti Money Laundering, Sales Management, Credit, Retail Banking, New Business Development, Commercial Lending, Loans, Suspicious Activity..., Bank Secrecy Act, KYC, OFAC, Microsoft Excel, Compliance, Research, Report Writing, Microsoft Office, Customer Support, Financial Risk, Credit Analysis, Team Building
Education
Barry University 1991 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
Banking Professional Sales Program 1993 — 1994
PSA, Banking and Financial Support Services
Joy Village November 2012 - Present
Ocean Bank December 2007 - May 2012
PNC April 2006 - December 2007
Wells Fargo May 1999 - March 2006
Skills
Management, Banking, Leadership, Commercial Banking, Anti Money Laundering, Sales Management, Credit, Retail Banking, New Business Development, Commercial Lending, Loans, Suspicious Activity..., Bank Secrecy Act, KYC, OFAC, Microsoft Excel, Compliance, Research, Report Writing, Microsoft Office, Customer Support, Financial Risk, Credit Analysis, Team Building
Education
Barry University 1991 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
Banking Professional Sales Program 1993 — 1994
PSA, Banking and Financial Support Services
Archie Latifoski Archie Latifoski's Wells Fargo Experience September 2001 - August 2004
Job Conversion Analyst at Fiserv
Industry Banking
Experience
Fiserv May 2014 - Present
Fis September 2005 - May 2014
SunTrust Bank August 2004 - September 2005
Wells Fargo September 2001 - August 2004
Skills
Requirements Gathering, Requirements Analysis, Business Requirements, Business Analysis, SDLC, Branch Management, Branch Operation, Superior Client Service, CRM, Client Services, Risk Management, Quality Assurance, Leadership, Training, Management Consulting
Education
City University of New York-Baruch College 1995 — 1996
Associate's degree, Business Administration, Management and Operations
Grace Dodge Voc HS
Fiserv May 2014 - Present
Fis September 2005 - May 2014
SunTrust Bank August 2004 - September 2005
Wells Fargo September 2001 - August 2004
Skills
Requirements Gathering, Requirements Analysis, Business Requirements, Business Analysis, SDLC, Branch Management, Branch Operation, Superior Client Service, CRM, Client Services, Risk Management, Quality Assurance, Leadership, Training, Management Consulting
Education
City University of New York-Baruch College 1995 — 1996
Associate's degree, Business Administration, Management and Operations
Grace Dodge Voc HS
Bernard John's Wells Fargo Experience November 2014 - February 2015
Job Compliance analyst at Advantage xPO
Industry Financial Services
Experience
Advantage xPO April 2015 - Present
Wells Fargo November 2014 - February 2015
Clifton Larson Allen January 2014 - April 2014
CLIFTON LARSON ALLEN January 2014 - April 2014
Agero, Inc. March 2013 - December 2013
Army National Guard 2006 - 2007
Skills
Access, Finance, Payroll, Auditing, Accounting, Management, Time Management, Employee Benefits, Office Administration, Customer Service, Income Tax, Call Centers, Communication, Veterans Benefits, Corporate Tax, Outsourcing, Anti Money Laundering, Financial Analysis, Strategic Analytics
Education
Saint Leo University 2011 — 2013
Bachelor of Business Administration (BBA), Accounting and Business/Management
City University of New York-Baruch College 2007 — 2008
Stuyvesant HS
Advantage xPO April 2015 - Present
Wells Fargo November 2014 - February 2015
Clifton Larson Allen January 2014 - April 2014
CLIFTON LARSON ALLEN January 2014 - April 2014
Agero, Inc. March 2013 - December 2013
Army National Guard 2006 - 2007
Skills
Access, Finance, Payroll, Auditing, Accounting, Management, Time Management, Employee Benefits, Office Administration, Customer Service, Income Tax, Call Centers, Communication, Veterans Benefits, Corporate Tax, Outsourcing, Anti Money Laundering, Financial Analysis, Strategic Analytics
Education
Saint Leo University 2011 — 2013
Bachelor of Business Administration (BBA), Accounting and Business/Management
City University of New York-Baruch College 2007 — 2008
Stuyvesant HS
Tina McKenzie Tina McKenzie's Wells Fargo Experience June 2010 - August 2010
Job Small Business Sales Operations Specialist at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare December 2011 - Present
Wells Fargo June 2010 - August 2010
Skills
Credit, Sales, Analysis, Risk Management, Research
Education
Barnard College 2007 — 2011
Bachelor of Arts (B.A.), Political Economy
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (BA), Political Economy
UnitedHealthcare December 2011 - Present
Wells Fargo June 2010 - August 2010
Skills
Credit, Sales, Analysis, Risk Management, Research
Education
Barnard College 2007 — 2011
Bachelor of Arts (B.A.), Political Economy
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (BA), Political Economy
jiong da hu jiong da hu's Wells Fargo Experience October 2012 - Present
Job CSSR at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Skills
Loans, Financial Analysis, Team Building, Sales, Budgets, Finance, Risk Management, Investments, Banking, Accounting, Outlook, Access
Education
Baruch College 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.3
Wells Fargo October 2012 - Present
Skills
Loans, Financial Analysis, Team Building, Sales, Budgets, Finance, Risk Management, Investments, Banking, Accounting, Outlook, Access
Education
Baruch College 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.3
Erin Despres's Wells Fargo Experience June 2012 - November 2013
Job Marketing Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2013 - Present
Wells Fargo June 2012 - November 2013
Wells Fargo March 2010 - July 2012
Skills
Series 7, Series 63, Series 65, Life Insurance, Investments, Mutual Funds, Financial Advisory, Consumer Lending, Loans, Banking, Credit, Commercial Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Lines Of Credit, Credit Analysis, Credit Cards, Finance, Credit Risk, Financial Services, Financial Risk, Private Banking, Refinance, Residential Mortgages, Retail Banking, Strategic Financial..., Retirement Planning, Life & Health Insurance..., Variable Annuities
Education
Barry University 2004 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Florida Southern College
Wells Fargo Advisors, LLC November 2013 - Present
Wells Fargo June 2012 - November 2013
Wells Fargo March 2010 - July 2012
Skills
Series 7, Series 63, Series 65, Life Insurance, Investments, Mutual Funds, Financial Advisory, Consumer Lending, Loans, Banking, Credit, Commercial Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Lines Of Credit, Credit Analysis, Credit Cards, Finance, Credit Risk, Financial Services, Financial Risk, Private Banking, Refinance, Residential Mortgages, Retail Banking, Strategic Financial..., Retirement Planning, Life & Health Insurance..., Variable Annuities
Education
Barry University 2004 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Florida Southern College
Linnea McWhirter Linnea McWhirter's Wells Fargo Experience April 2015 - Present
Job Financial Crimes Analytics Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2015 - Present
Wells Fargo January 2013 - April 2015
Education
Bangor University 2015 — 2017
Master of Business Administration (MBA), Banking and Finance
Middlebury Institute of International Studies at Monterey 2010 — 2012
Master of Arts (MA), International Policy Studies
Middlebury Institute of International Studies at Monterey 2008 — 2012
Bachelor of Arts (BA), International Studies
Wells Fargo April 2015 - Present
Wells Fargo January 2013 - April 2015
Education
Bangor University 2015 — 2017
Master of Business Administration (MBA), Banking and Finance
Middlebury Institute of International Studies at Monterey 2010 — 2012
Master of Arts (MA), International Policy Studies
Middlebury Institute of International Studies at Monterey 2008 — 2012
Bachelor of Arts (BA), International Studies
Candria Posso's Wells Fargo Experience 1995 - 2010
Job AVP, Team manager at Bank of America
Industry Real Estate
Experience
Bank of America November 2012 - Present
Wells Fargo 1995 - 2010
Wells Fargo Financial December 1995 - June 2003
Skills
Credit, Loans, Mortgage Lending, Mortgage Banking, Banking, FHA, Loan Origination, Refinance, Residential Mortgages, Consumer Lending, Credit Analysis, Mortgage Underwriting, Loss Mitigation, Sales, Investment Properties
Education
City University of New York-Baruch College 2002 — 2005
Bachelor of Science (BS), Political Science and Government
Bank of America November 2012 - Present
Wells Fargo 1995 - 2010
Wells Fargo Financial December 1995 - June 2003
Skills
Credit, Loans, Mortgage Lending, Mortgage Banking, Banking, FHA, Loan Origination, Refinance, Residential Mortgages, Consumer Lending, Credit Analysis, Mortgage Underwriting, Loss Mitigation, Sales, Investment Properties
Education
City University of New York-Baruch College 2002 — 2005
Bachelor of Science (BS), Political Science and Government
Brettany Tucker's Wells Fargo Experience June 2011 - August 2011
Job Associate at AWA Consults
Industry International Affairs
Experience
AWA Consults February 2014 - Present
ISA Corp. October 2013 - February 2014
DeDominic & Associates July 2013 - September 2013
Fulbright Colombia August 2012 - June 2013
AT&T May 2012 - July 2012
Florida International University July 2010 - April 2012
Wells Fargo June 2011 - August 2011
Charles B. Rangel Student Enrichment Program June 2010 - August 2010
Pudong Institute for U.S. Economy April 2010 - June 2010
Migrant School Teaching March 2010 - June 2010
Skills
Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Spanish, Mandarin, Time Management, Research, PowerPoint, Training, English
Education
Florida International University 2009 — 2012
Bachelor's degree, Economics
East China Normal University 2010 — 2010
Chinese; International Relations; Economics
Howard University 2010 — 2010
International Relations, Political Economy, Statistics
Barry University 2007 — 2009
Associate of Arts (AA), Spanish and French Interpretation and Translation
AWA Consults February 2014 - Present
ISA Corp. October 2013 - February 2014
DeDominic & Associates July 2013 - September 2013
Fulbright Colombia August 2012 - June 2013
AT&T May 2012 - July 2012
Florida International University July 2010 - April 2012
Wells Fargo June 2011 - August 2011
Charles B. Rangel Student Enrichment Program June 2010 - August 2010
Pudong Institute for U.S. Economy April 2010 - June 2010
Migrant School Teaching March 2010 - June 2010
Skills
Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Spanish, Mandarin, Time Management, Research, PowerPoint, Training, English
Education
Florida International University 2009 — 2012
Bachelor's degree, Economics
East China Normal University 2010 — 2010
Chinese; International Relations; Economics
Howard University 2010 — 2010
International Relations, Political Economy, Statistics
Barry University 2007 — 2009
Associate of Arts (AA), Spanish and French Interpretation and Translation
Naeem Muhammed Naeem Muhammed's Wells Fargo Experience May 2011 - August 2011
Job Analyst
Industry Investment Management
Experience
Goldman Sachs September 2015 - Present
Goldman Sachs July 2013 - September 2015
Goldman Sachs June 2012 - August 2012
Wells Fargo May 2011 - August 2011
American Express June 2010 - August 2010
Skills
Microsoft Suite, English, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Community Outreach, Event Planning, Non-profits, Research, Customer Service, Nonprofits, Investments, Leadership, Financial Analysis, Mortgage Lending, Financial Services, Finance, Risk Management, Teamwork, Mergers, Program Management, Microsoft Office, Economics, Time Management, Management, Equities, Analysis, Mergers & Acquisitions
Education
DePauw University 2009 — 2013
Bachelor of Arts, Economics and Management
Bard College 2005 — 2009
Associates Degree, Liberal Arts
Goldman Sachs September 2015 - Present
Goldman Sachs July 2013 - September 2015
Goldman Sachs June 2012 - August 2012
Wells Fargo May 2011 - August 2011
American Express June 2010 - August 2010
Skills
Microsoft Suite, English, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Community Outreach, Event Planning, Non-profits, Research, Customer Service, Nonprofits, Investments, Leadership, Financial Analysis, Mortgage Lending, Financial Services, Finance, Risk Management, Teamwork, Mergers, Program Management, Microsoft Office, Economics, Time Management, Management, Equities, Analysis, Mergers & Acquisitions
Education
DePauw University 2009 — 2013
Bachelor of Arts, Economics and Management
Bard College 2005 — 2009
Associates Degree, Liberal Arts
Abu Khalid Abu Khalid's Wells Fargo Experience September 2013 - Present
Job Senior Java Developer
Industry Information Technology and Services
Experience
Wells Fargo September 2013 - Present
Caris Life Sciences June 2013 - August 2013
Insight April 2013 - June 2013
Arizona State Retirement System June 2010 - April 2013
American Express September 2009 - May 2010
The TriZetto Group April 2009 - June 2009
AMI Entertainment Network (Rowe International) November 2008 - April 2009
State of North Dakota: Job Service North Dakota May 2004 - September 2008
North Dakota State University: ITS, Department of Coumputer Science July 2000 - April 2004
Skills
Spring, Hibernate, XML, JSP, SQL, Java, Software Development, Java Enterprise Edition, Ant, Subversion, Oracle, SDLC, Websphere, Tomcat, Spring Batch, JBoss Application Server, Maven, C++, Eclipse, JUnit, JSF, JPA, HTML, Glassfish, Software Documentation, JSTL, Microsoft SQL Server, Acegi, EJB, CSS, Software Design, Apache, Databases, Web Services, Servlets, REST, AJAX, Web Development, Integration, Testing, MySQL, Web Applications, JMS, Requirements Analysis, JDBC, Spring MVC, Spring Security, Oracle Database, SVN, YUI
Education
North Dakota State University 2000 — 2008
MS, Computer Science
Bangladesh University of Engineering and Technology 1992 — 1997
BS, Engineering
Wells Fargo September 2013 - Present
Caris Life Sciences June 2013 - August 2013
Insight April 2013 - June 2013
Arizona State Retirement System June 2010 - April 2013
American Express September 2009 - May 2010
The TriZetto Group April 2009 - June 2009
AMI Entertainment Network (Rowe International) November 2008 - April 2009
State of North Dakota: Job Service North Dakota May 2004 - September 2008
North Dakota State University: ITS, Department of Coumputer Science July 2000 - April 2004
Skills
Spring, Hibernate, XML, JSP, SQL, Java, Software Development, Java Enterprise Edition, Ant, Subversion, Oracle, SDLC, Websphere, Tomcat, Spring Batch, JBoss Application Server, Maven, C++, Eclipse, JUnit, JSF, JPA, HTML, Glassfish, Software Documentation, JSTL, Microsoft SQL Server, Acegi, EJB, CSS, Software Design, Apache, Databases, Web Services, Servlets, REST, AJAX, Web Development, Integration, Testing, MySQL, Web Applications, JMS, Requirements Analysis, JDBC, Spring MVC, Spring Security, Oracle Database, SVN, YUI
Education
North Dakota State University 2000 — 2008
MS, Computer Science
Bangladesh University of Engineering and Technology 1992 — 1997
BS, Engineering
Pamela Pacheco Pamela Pacheco's Wells Fargo Experience June 2010 - December 2010
Job VP, Commercial Relationship Manager at Bank United
Industry Banking
Experience
BANK UNITED April 2014 - Present
SunTrust Bank January 2011 - June 2013
Wells Fargo June 2010 - December 2010
Wachovia Securities Financial Network July 2008 - June 2010
Allstate May 2006 - July 2008
Allstate January 2003 - May 2006
Skills
Credit, Cash Flow, Banking Solutions, Commercial Real Estate..., Treasury Management, Business Loans, Business Analysis, Construction Loans, Equipment Loans, Commercial Accounts, Legal Accounts, Accounts..., Property Financing, Unsecured Loans, Top-notch Customer..., Relationship Management, Loans, Commercial Banking, Investments, Small Business, SBA, Business Development
Education
Barry University 2003 — 2007
Bachelor of Science (B.S.), Political Science & Business
BANK UNITED April 2014 - Present
SunTrust Bank January 2011 - June 2013
Wells Fargo June 2010 - December 2010
Wachovia Securities Financial Network July 2008 - June 2010
Allstate May 2006 - July 2008
Allstate January 2003 - May 2006
Skills
Credit, Cash Flow, Banking Solutions, Commercial Real Estate..., Treasury Management, Business Loans, Business Analysis, Construction Loans, Equipment Loans, Commercial Accounts, Legal Accounts, Accounts..., Property Financing, Unsecured Loans, Top-notch Customer..., Relationship Management, Loans, Commercial Banking, Investments, Small Business, SBA, Business Development
Education
Barry University 2003 — 2007
Bachelor of Science (B.S.), Political Science & Business
Matthew Lemieszewski Matthew Lemieszewski's Wells Fargo Experience August 2015 - Present
Job Junior Private Mortgage Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
York Scaffold Equipment Corporation May 2014 - August 2014
Sterling National Bank June 2013 - August 2013
Samuel Field YM/YWHA June 2010 - August 2012
Buffalo Wild Wings August 2011 - December 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Community Outreach, Teamwork, Financial Modeling, Research, Leadership, Experience Working with..., Public Speaking, Team-oriented, Communication Skills, Mac OS, Access
Education
State University of New York at Binghamton 2012 — 2015
Bachelor's degree, Business Administration and Management, General
Bard College 2010 — 2012
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Wells Fargo August 2015 - Present
York Scaffold Equipment Corporation May 2014 - August 2014
Sterling National Bank June 2013 - August 2013
Samuel Field YM/YWHA June 2010 - August 2012
Buffalo Wild Wings August 2011 - December 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Community Outreach, Teamwork, Financial Modeling, Research, Leadership, Experience Working with..., Public Speaking, Team-oriented, Communication Skills, Mac OS, Access
Education
State University of New York at Binghamton 2012 — 2015
Bachelor's degree, Business Administration and Management, General
Bard College 2010 — 2012
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
William Petz William Petz's Wells Fargo Experience November 2012 - Present
Job An Interesting Blend of Technology, Marketing, Corp & Social Event Planning, and everything else to get the job done!
Industry Wireless
Experience
Wells Fargo November 2012 - Present
Quiet Events June 2012 - Present
Random Events LLC March 2009 - October 2014
Nomura Securities December 2009 - November 2012
Bank of America June 2009 - November 2009
Merrill Lynch January 2009 - June 2009
Barclays Capital August 2008 - November 2008
Lehman Brothers March 2002 - November 2008
Price Waterhouse Coopers June 1999 - March 2002
Skills
Event Management, Event Planning, Social Networking, Contract Negotiations, Vendor Management, Blackberry, Telecommunications, Expense Management, Fundraising, iPhone, Android, Project Management, Operating Systems, Mobile Applications, Leadership, Market Data, Contract Negotiation, Management, Entrepreneurship, Product Management, Mobile Devices, Strategic Partnerships, Team Building, Start-ups, Trading Systems, Networking, Wireless, Negotiation, Technical Support, System Administration, Business Development, Strategy, Program Management, Product Marketing, Mobile Technology, Infrastructure, Strategic Planning, Project Planning, Analytics, Messaging, Integration, Team Leadership, CRM, iOS, Mobile Communications, Testing, Salesforce.com, Executive Management, Team Management, Blackberry Enterprise...
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, CIS
Art & Design High School 1993 — 1997
High school diploma, Architecture
Wells Fargo November 2012 - Present
Quiet Events June 2012 - Present
Random Events LLC March 2009 - October 2014
Nomura Securities December 2009 - November 2012
Bank of America June 2009 - November 2009
Merrill Lynch January 2009 - June 2009
Barclays Capital August 2008 - November 2008
Lehman Brothers March 2002 - November 2008
Price Waterhouse Coopers June 1999 - March 2002
Skills
Event Management, Event Planning, Social Networking, Contract Negotiations, Vendor Management, Blackberry, Telecommunications, Expense Management, Fundraising, iPhone, Android, Project Management, Operating Systems, Mobile Applications, Leadership, Market Data, Contract Negotiation, Management, Entrepreneurship, Product Management, Mobile Devices, Strategic Partnerships, Team Building, Start-ups, Trading Systems, Networking, Wireless, Negotiation, Technical Support, System Administration, Business Development, Strategy, Program Management, Product Marketing, Mobile Technology, Infrastructure, Strategic Planning, Project Planning, Analytics, Messaging, Integration, Team Leadership, CRM, iOS, Mobile Communications, Testing, Salesforce.com, Executive Management, Team Management, Blackberry Enterprise...
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, CIS
Art & Design High School 1993 — 1997
High school diploma, Architecture
Hamlet Alvarado's Wells Fargo Experience January 2015 - Present
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Eastern Retail Services March 2012 - September 2014
Grillo Investment Management, LLC July 2012 - March 2014
Skills
Leadership, Teamwork, Analytical Skills, Critical Thinking, Financial Analysis, Research, Problem Solver, Due Diligence, Finance, Investments, Mentoring, Public Speaking, Data Analysis, Communication Skills, Interpersonal Skill, Customer Service, Technical Analysis, Multitasking Skills, Fundamental Analysis, Microsoft Excel, PowerPoint, Bloomberg, Reuters, SPSS
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Wells Fargo January 2015 - Present
Eastern Retail Services March 2012 - September 2014
Grillo Investment Management, LLC July 2012 - March 2014
Skills
Leadership, Teamwork, Analytical Skills, Critical Thinking, Financial Analysis, Research, Problem Solver, Due Diligence, Finance, Investments, Mentoring, Public Speaking, Data Analysis, Communication Skills, Interpersonal Skill, Customer Service, Technical Analysis, Multitasking Skills, Fundamental Analysis, Microsoft Excel, PowerPoint, Bloomberg, Reuters, SPSS
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Kelly Eyubeh Kelly Eyubeh's Wells Fargo Experience June 2006 - June 2008
Job Vice President at Churchgate Security
Industry Security and Investigations
Experience
Citi June 2013 - Present
Churchgate Security June 2008 - June 2013
Wells Fargo June 2006 - June 2008
Chase June 2005 - June 2006
Skills
Leadership, Banking, Sales, Customer Service, Microsoft Office, Marketing, Finance, Loans, Financial Services, Research, Portfolio Management, Credit, Strategic Planning, Financial Analysis, Property Management
Education
Baruch College 2001 — 2005
Bachelor of Business Adminstration, Marketing
Baruch College, City University of New York (CUNY) 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Citi June 2013 - Present
Churchgate Security June 2008 - June 2013
Wells Fargo June 2006 - June 2008
Chase June 2005 - June 2006
Skills
Leadership, Banking, Sales, Customer Service, Microsoft Office, Marketing, Finance, Loans, Financial Services, Research, Portfolio Management, Credit, Strategic Planning, Financial Analysis, Property Management
Education
Baruch College 2001 — 2005
Bachelor of Business Adminstration, Marketing
Baruch College, City University of New York (CUNY) 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Andres Losa's Wells Fargo Experience April 2006 - June 2007
Job Student at Barry University, School of Health Sciences
Industry Hospital & Health Care
Experience
Foot and Ankle Institute of South Florida September 2013 - Present
Florida Lower Extremity Foot and Ankle Center March 2013 - September 2013
Advanced Medical Solutions June 2011 - April 2012
BankUnited January 2011 - June 2011
Baptist Health February 2010 - January 2011
BankUnited June 2007 - February 2010
Wells Fargo April 2006 - June 2007
Skills
Accounting, Auditing, Banking, Customer Service, Finance, Sales, Strategic Planning
Education
Barry University 2012 — 2015
Bachelor of Science (BS/ MS), Exercise Physiology/ Occupational Therapy
Foot and Ankle Institute of South Florida September 2013 - Present
Florida Lower Extremity Foot and Ankle Center March 2013 - September 2013
Advanced Medical Solutions June 2011 - April 2012
BankUnited January 2011 - June 2011
Baptist Health February 2010 - January 2011
BankUnited June 2007 - February 2010
Wells Fargo April 2006 - June 2007
Skills
Accounting, Auditing, Banking, Customer Service, Finance, Sales, Strategic Planning
Education
Barry University 2012 — 2015
Bachelor of Science (BS/ MS), Exercise Physiology/ Occupational Therapy
Maria Carta's Wells Fargo Experience January 2014 - April 2014
Job Teacher Assistant
Industry Marketing and Advertising
Experience
One World Children's Fund October 2014 - January 2015
Wiingit App May 2014 - September 2014
Wells Fargo January 2014 - April 2014
Kotel Finance March 2012 - December 2012
United Resources Credit November 2011 - March 2012
Carta Editorial - Vogue Brasil June 2011 - August 2011
Skills
Excellent communication..., Very organized,..., Able to handle multiple..., Experience with..., Enthusiastic..., Microsoft Office, Marketing, Microsoft Word, Microsoft Excel, PowerPoint, Internet Savvy, Market Research, Social Media Marketing, Teamwork, Public Speaking, Social Media, Customer Service, Editing, CRM, Blogging, Marketing Communications, Advertising
Education
Barry University 2010 — 2013
Bachelor of Science in Business Administration, Marketing
Graded School 1999 — 2008
One World Children's Fund October 2014 - January 2015
Wiingit App May 2014 - September 2014
Wells Fargo January 2014 - April 2014
Kotel Finance March 2012 - December 2012
United Resources Credit November 2011 - March 2012
Carta Editorial - Vogue Brasil June 2011 - August 2011
Skills
Excellent communication..., Very organized,..., Able to handle multiple..., Experience with..., Enthusiastic..., Microsoft Office, Marketing, Microsoft Word, Microsoft Excel, PowerPoint, Internet Savvy, Market Research, Social Media Marketing, Teamwork, Public Speaking, Social Media, Customer Service, Editing, CRM, Blogging, Marketing Communications, Advertising
Education
Barry University 2010 — 2013
Bachelor of Science in Business Administration, Marketing
Graded School 1999 — 2008
Ted Brown, CFP ®, CIMA ® Ted Brown, CFP ®, CIMA ®'s Wells Fargo Experience June 2013 - Present
Job Regional Managing Director at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Northern Trust March 2010 - June 2013
Bank of America / U.S. Trust September 1992 - March 2010
Skills
Wealth Management, Estate Planning, Asset Allocation, Alternative Investments, Investment Management, Financial Services, Financial Advisory, Finance, Wealth, Credit, Leadership, Management, Portfolio Management, Investments, Series 7, Asset Management, Securities
Education
Barry University 1992 — 1994
Master of Business Administration (MBA), Finance
Florida State University 1985 — 1988
Bachelor of Science (BS), Finance, General
Wells Fargo June 2013 - Present
Northern Trust March 2010 - June 2013
Bank of America / U.S. Trust September 1992 - March 2010
Skills
Wealth Management, Estate Planning, Asset Allocation, Alternative Investments, Investment Management, Financial Services, Financial Advisory, Finance, Wealth, Credit, Leadership, Management, Portfolio Management, Investments, Series 7, Asset Management, Securities
Education
Barry University 1992 — 1994
Master of Business Administration (MBA), Finance
Florida State University 1985 — 1988
Bachelor of Science (BS), Finance, General
Dexter Peters Dexter Peters's Wells Fargo Experience September 2014 - Present
Job Business Systems Analyst Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2014 - Present
Commerzbank AG September 2005 - November 2013
Commerzbank AG September 2000 - September 2005
Skills
Accounting, Systems Analysis, Financial Analysis, Business Analysis, Financial Systems, Expenses, Account Reconciliation, Financial Reporting, Financial Statements, Fixed Assets, Variance Analysis, Accounts Payable, IFRS, GAAP, Accruals, General Ledger, Oracle E-Business Suite, Access, Oracle Discoverer, Oracle, Analysis, Cash Management, Budgets, Finance, Corporate Finance, Financial Modeling, Accounts Receivable, Sarbanes-Oxley Act, Bloomberg, Financial Accounting, Forecasting, Treasury, Internal Controls, Banking, Financial Audits, PeopleSoft
Education
Baruch College, City University of New York (CUNY)
B.B.A., Degree, Economics
Wells Fargo September 2014 - Present
Commerzbank AG September 2005 - November 2013
Commerzbank AG September 2000 - September 2005
Skills
Accounting, Systems Analysis, Financial Analysis, Business Analysis, Financial Systems, Expenses, Account Reconciliation, Financial Reporting, Financial Statements, Fixed Assets, Variance Analysis, Accounts Payable, IFRS, GAAP, Accruals, General Ledger, Oracle E-Business Suite, Access, Oracle Discoverer, Oracle, Analysis, Cash Management, Budgets, Finance, Corporate Finance, Financial Modeling, Accounts Receivable, Sarbanes-Oxley Act, Bloomberg, Financial Accounting, Forecasting, Treasury, Internal Controls, Banking, Financial Audits, PeopleSoft
Education
Baruch College, City University of New York (CUNY)
B.B.A., Degree, Economics
Jim Casale Jim Casale's Wells Fargo Experience January 1996 - April 1998
Job Senior Leader I help companies build great products, deepen client relationships, and execute strategically!
Industry Financial Services
Experience
ACI Worldwide June 2012 - May 2013
JC Consulting Group, LLC October 2011 - June 2012
Fidelity National Information Services January 2001 - October 2011
FirstMerit Bank April 1999 - December 2000
NATIONSBANK/BANK OF AMERICA April 1998 - April 1999
Wells Fargo January 1996 - April 1998
JPMorgan Chase January 1989 - January 1995
Skills
Mergers, Banking, Executive Management, Strategic Planning, Team Building, Customer Relations, Product Development, Budgeting, Expenses, Vendor, Contract Negotiations, Product Management, Vendor Management, Process Engineering, Operations Management, Cross-functional Team..., Process Improvement, Outsourcing, P&L responsibility, Product Strategy, SaaS, Change Management, Offshoring, Strategic Partnerships, Account Management, ACH, Green Belt, Customer Service, Mergers & Acquisitions, Sales, Contract Negotiation, Budgets, Sales Management, Payments, P&L Management, Data Center, Integration, CRM, Financial Services, Leadership, Management, Product Marketing, Business Development, Lead Generation, Strategy, Sales Process, Competitive Analysis, Business Planning, Selling, New Business Development
Education
City University of New York-Baruch College 1986 — 1990
BBA, Management
Archbishop Molloy 1985 — 1985
HSD, Liberal Arts
ACI Worldwide June 2012 - May 2013
JC Consulting Group, LLC October 2011 - June 2012
Fidelity National Information Services January 2001 - October 2011
FirstMerit Bank April 1999 - December 2000
NATIONSBANK/BANK OF AMERICA April 1998 - April 1999
Wells Fargo January 1996 - April 1998
JPMorgan Chase January 1989 - January 1995
Skills
Mergers, Banking, Executive Management, Strategic Planning, Team Building, Customer Relations, Product Development, Budgeting, Expenses, Vendor, Contract Negotiations, Product Management, Vendor Management, Process Engineering, Operations Management, Cross-functional Team..., Process Improvement, Outsourcing, P&L responsibility, Product Strategy, SaaS, Change Management, Offshoring, Strategic Partnerships, Account Management, ACH, Green Belt, Customer Service, Mergers & Acquisitions, Sales, Contract Negotiation, Budgets, Sales Management, Payments, P&L Management, Data Center, Integration, CRM, Financial Services, Leadership, Management, Product Marketing, Business Development, Lead Generation, Strategy, Sales Process, Competitive Analysis, Business Planning, Selling, New Business Development
Education
City University of New York-Baruch College 1986 — 1990
BBA, Management
Archbishop Molloy 1985 — 1985
HSD, Liberal Arts
Frank M. Perez Frank M. Perez's Wells Fargo Experience January 2013 - Present
Job Accountant Wells Fargo Bank N.A.
Industry Banking
Experience
Wells Fargo January 2013 - Present
Accountemps April 2012 - January 2013
Sanctuary 669 2009 - November 2011
ING North America Insurance Company 2004 - 2009
ABOOD & ASSOCIATES 2000 - 2001
Investment Equities Associates 1999 - 2000
Florida AIDS Action Council 1998 - 1999
Gold Coast Media 1995 - 1997
Skills
Excel, Word, Customer Service, PowerPoint, Insurance, Non-profits, Employee Benefits, Accounts Payable, Property Management, PeopleSoft, 10 Key, Microsoft Word, Microsoft Excel, Leadership, Nonprofits, Accounts Receivable, Management, Account Reconciliation, Invoicing, Accounting, Payroll
Education
Barry University 1990 — 1994
Marketing
Florida State University 1987 — 1990
Associates, General Studies
Wells Fargo January 2013 - Present
Accountemps April 2012 - January 2013
Sanctuary 669 2009 - November 2011
ING North America Insurance Company 2004 - 2009
ABOOD & ASSOCIATES 2000 - 2001
Investment Equities Associates 1999 - 2000
Florida AIDS Action Council 1998 - 1999
Gold Coast Media 1995 - 1997
Skills
Excel, Word, Customer Service, PowerPoint, Insurance, Non-profits, Employee Benefits, Accounts Payable, Property Management, PeopleSoft, 10 Key, Microsoft Word, Microsoft Excel, Leadership, Nonprofits, Accounts Receivable, Management, Account Reconciliation, Invoicing, Accounting, Payroll
Education
Barry University 1990 — 1994
Marketing
Florida State University 1987 — 1990
Associates, General Studies
Arissa El-Amin Arissa El-Amin's Wells Fargo Experience 2008 - 2009
Job Business Process Analyst at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage November 2011 - Present
El-Amin Garrett Consulting October 2010 - Present
Crossroads Charlotte January 2011 - April 2012
University of North Carolina at Charlotte January 2011 - January 2012
CBI/Crossroads Charlotte February 2010 - October 2010
Wachovia, a Wells Fargo Company June 2008 - June 2009
Wells Fargo 2008 - 2009
City of Charlotte November 2006 - June 2008
Community Building Initiative 1997 - 2000
Charlotte Mecklenburg Urban League 1997 - 1999
Skills
Leadership Development, Organizational..., Strategic Planning, Workshop Facilitation, Leadership, Change Management, Coaching, Program Management, Training, Team Building, Community Outreach, Recruiting, Management, Grant Writing, Public Speaking, Non-profits, Performance Management, Fundraising, Business Development, Management Consulting, Project Management, Policy, Organizational..., Analysis, Career Counseling, Time Management, Consulting, Government, Nonprofits, Executive Coaching, Strategy, Staff Development, Instructional Design
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
MPA, Public Administration - Community Development
Michigan State University 1984 — 1988
BA, Communications/Advertising
Wilberforce University
Marketing
Wells Fargo Home Mortgage November 2011 - Present
El-Amin Garrett Consulting October 2010 - Present
Crossroads Charlotte January 2011 - April 2012
University of North Carolina at Charlotte January 2011 - January 2012
CBI/Crossroads Charlotte February 2010 - October 2010
Wachovia, a Wells Fargo Company June 2008 - June 2009
Wells Fargo 2008 - 2009
City of Charlotte November 2006 - June 2008
Community Building Initiative 1997 - 2000
Charlotte Mecklenburg Urban League 1997 - 1999
Skills
Leadership Development, Organizational..., Strategic Planning, Workshop Facilitation, Leadership, Change Management, Coaching, Program Management, Training, Team Building, Community Outreach, Recruiting, Management, Grant Writing, Public Speaking, Non-profits, Performance Management, Fundraising, Business Development, Management Consulting, Project Management, Policy, Organizational..., Analysis, Career Counseling, Time Management, Consulting, Government, Nonprofits, Executive Coaching, Strategy, Staff Development, Instructional Design
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
MPA, Public Administration - Community Development
Michigan State University 1984 — 1988
BA, Communications/Advertising
Wilberforce University
Marketing
Patricia Howard's Wells Fargo Experience July 2004 - August 2014
Job Strategic HR Business Leader
Industry Hospital & Health Care
Experience
EmblemHealth May 2015 - Present
Stryker August 2014 - April 2015
Wells Fargo July 2004 - August 2014
Prudential Financial 1999 - 2002
Citigroup February 1997 - June 1998
Deloitte & Touche February 1995 - August 1996
Skills
Performance Management, Employee Relations, Management, Employee Engagement, Human Resources, Onboarding, Recruiting, College Recruiting, Organizational..., Deferred Compensation, Talent Acquisition, Leadership Development, Leadership, HR Consulting, Strategic Planning, Workforce Planning, Succession Planning, Change Management, Executive Coaching, Talent Management, Career Counseling, Organizational..., Diversity & Inclusion
Education
Baruch College, City University of New York (CUNY)
BBA, Industrial Psychology
Fordham University
MS.Ed, Counseling
EmblemHealth May 2015 - Present
Stryker August 2014 - April 2015
Wells Fargo July 2004 - August 2014
Prudential Financial 1999 - 2002
Citigroup February 1997 - June 1998
Deloitte & Touche February 1995 - August 1996
Skills
Performance Management, Employee Relations, Management, Employee Engagement, Human Resources, Onboarding, Recruiting, College Recruiting, Organizational..., Deferred Compensation, Talent Acquisition, Leadership Development, Leadership, HR Consulting, Strategic Planning, Workforce Planning, Succession Planning, Change Management, Executive Coaching, Talent Management, Career Counseling, Organizational..., Diversity & Inclusion
Education
Baruch College, City University of New York (CUNY)
BBA, Industrial Psychology
Fordham University
MS.Ed, Counseling
Ansel Duvivier Ansel Duvivier's Wells Fargo Experience July 2013 - Present
Job Commercial Portfolio Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Ambac Assurance Corporation April 2010 - July 2013
Ambac Assurance Corporation August 2006 - April 2010
Moody's Investors Service September 1997 - August 2006
Skills
Securitization, Fixed Income, Structured Finance, Project Finance, Portfolio Management, Bonds, Credit, Finance, Capital Markets, Financial Risk, Financial Modeling, Credit Analysis, Public Finance, ABS, Investments
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
Executive MS, Finance
City University of New York - Bernard Baruch College
MS, Finance
Wells Fargo July 2013 - Present
Ambac Assurance Corporation April 2010 - July 2013
Ambac Assurance Corporation August 2006 - April 2010
Moody's Investors Service September 1997 - August 2006
Skills
Securitization, Fixed Income, Structured Finance, Project Finance, Portfolio Management, Bonds, Credit, Finance, Capital Markets, Financial Risk, Financial Modeling, Credit Analysis, Public Finance, ABS, Investments
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
Executive MS, Finance
City University of New York - Bernard Baruch College
MS, Finance
Kathy Senior Kathy Senior's Wells Fargo Experience August 2012 - Present
Job SVP, Head of Marketing Wealth|Brokerage|Retirement at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo August 2012 - Present
American Express 1997 - Present
Claritas 1991 - 1997
Skills
Advertising, Online Advertising, Database Marketing, Segmentation, Customer Acquisition, Direct Marketing, Analytics, B2B Marketing, Strategic Partnerships, Customer Experience, Digital Marketing, Customer Retention, Integrated Marketing
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2000
MBA
George Mason University 1988 — 1991
BS, Marketing
Penn State University 1986 — 1987
AA, Liberal Arts
Wells Fargo August 2012 - Present
American Express 1997 - Present
Claritas 1991 - 1997
Skills
Advertising, Online Advertising, Database Marketing, Segmentation, Customer Acquisition, Direct Marketing, Analytics, B2B Marketing, Strategic Partnerships, Customer Experience, Digital Marketing, Customer Retention, Integrated Marketing
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2000
MBA
George Mason University 1988 — 1991
BS, Marketing
Penn State University 1986 — 1987
AA, Liberal Arts
Helen Hye Kim's Wells Fargo Experience July 2006 - May 2008
Job Senior User Researcher and Information Architect
Industry Information Technology and Services
Experience
Wells Fargo Bank November 2009 - Present
Wells Fargo Bank May 2008 - October 2009
Wells Fargo July 2006 - May 2008
Institute for International Studies - UC Berkeley January 2006 - June 2006
UC Berkeley August 2005 - December 2005
SAP, Inc. June 2005 - August 2005
Center for Social Services Research January 2001 - May 2005
Wired Digital, Inc. / Terra Lycos, Inc. February 2000 - May 2001
The International Center in New York 1998 - 2000
Jumbo.com Shareware Website September 1997 - December 1997
Skills
Analysis, Usability Design, Information Architecture, Research Design, User Experience, Usability Testing, Human-computer..., Personas, Ethnography, Interaction Design, Web Applications, Prototyping, Business Strategy, Contextual Inquiry, Task Analysis, Research, Heuristic Evaluation, User Interface, Experience Design, Information Design, Card Sorting, Mobile Applications, User Scenarios, Web Analytics, Paper Prototyping, Information..., Design Strategy, Qualitative Research, Fireworks, HTML, Service Design, Competitive Analysis, User Research, XML, Persona, Human Computer..., Strategy, MySQL, PHP, Databases, Usability Engineering, User Interface Design, User-centered Design, User Experience Design, Product Management, Software Design, Wireframes, Mobile Devices, SEO, Usability
Education
University of California, Berkeley 2004 — 2006
Masters of Information Management & Systems, specializing in HCI, Usability & Needs Assessment, Info Organization & Retrieval
Barnard College 1991 — 1995
B.A., Anthropology major, Biology minor, French
Wells Fargo Bank November 2009 - Present
Wells Fargo Bank May 2008 - October 2009
Wells Fargo July 2006 - May 2008
Institute for International Studies - UC Berkeley January 2006 - June 2006
UC Berkeley August 2005 - December 2005
SAP, Inc. June 2005 - August 2005
Center for Social Services Research January 2001 - May 2005
Wired Digital, Inc. / Terra Lycos, Inc. February 2000 - May 2001
The International Center in New York 1998 - 2000
Jumbo.com Shareware Website September 1997 - December 1997
Skills
Analysis, Usability Design, Information Architecture, Research Design, User Experience, Usability Testing, Human-computer..., Personas, Ethnography, Interaction Design, Web Applications, Prototyping, Business Strategy, Contextual Inquiry, Task Analysis, Research, Heuristic Evaluation, User Interface, Experience Design, Information Design, Card Sorting, Mobile Applications, User Scenarios, Web Analytics, Paper Prototyping, Information..., Design Strategy, Qualitative Research, Fireworks, HTML, Service Design, Competitive Analysis, User Research, XML, Persona, Human Computer..., Strategy, MySQL, PHP, Databases, Usability Engineering, User Interface Design, User-centered Design, User Experience Design, Product Management, Software Design, Wireframes, Mobile Devices, SEO, Usability
Education
University of California, Berkeley 2004 — 2006
Masters of Information Management & Systems, specializing in HCI, Usability & Needs Assessment, Info Organization & Retrieval
Barnard College 1991 — 1995
B.A., Anthropology major, Biology minor, French
Irena Panda Irena Panda's Wells Fargo Experience March 2008 - Present
Job Business Data Analyst, AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2008 - Present
Merrill Lynch 2007 - 2007
Lehman Brothers 2001 - 2006
Eagle Communications 1998 - 2001
Skills
Business Analysis, Analysis, Business Intelligence, Data Modeling, Data Warehousing, Business Objects, Business Process, Business Requirements, Oracle, SQL
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MS, Business Computer Information Systems
Wells Fargo March 2008 - Present
Merrill Lynch 2007 - 2007
Lehman Brothers 2001 - 2006
Eagle Communications 1998 - 2001
Skills
Business Analysis, Analysis, Business Intelligence, Data Modeling, Data Warehousing, Business Objects, Business Process, Business Requirements, Oracle, SQL
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MS, Business Computer Information Systems
Edison (Ting Hao) Chen Edison (Ting Hao) Chen's Wells Fargo Experience June 2013 - June 2013
Job Incoming Assurance Associate at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP February 2015 - May 2015
Permal Group December 2014 - February 2015
FTI Consulting February 2014 - May 2014
Akris June 2013 - August 2013
Wells Fargo June 2013 - June 2013
PwC September 2011 - December 2011
Skills
Microsoft Excel, Accounting, Accounts Payable, Microsoft Word, PowerPoint, Customer Service, Accounts Receivable, Outlook, Teamwork, Tax Preparation, Communication, Highly detail oriented, Vlookup, GoSystems
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Accounting/150 credits CPA eligible
BDO USA, LLP February 2015 - May 2015
Permal Group December 2014 - February 2015
FTI Consulting February 2014 - May 2014
Akris June 2013 - August 2013
Wells Fargo June 2013 - June 2013
PwC September 2011 - December 2011
Skills
Microsoft Excel, Accounting, Accounts Payable, Microsoft Word, PowerPoint, Customer Service, Accounts Receivable, Outlook, Teamwork, Tax Preparation, Communication, Highly detail oriented, Vlookup, GoSystems
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Accounting/150 credits CPA eligible
Carlos Luiggi Acevedo's Wells Fargo Experience January 2013 - Present
Job Wells Fargo Bank / AAU JM COBRAS Basketball Coach
Industry Public Relations and Communications
Experience
J & M Cobras AAU Basketball Team February 2015 - Present
Wells Fargo January 2013 - Present
JPMorgan Chase June 2011 - March 2012
Bayview Consulting August 2010 - March 2011
American Apparel January 2010 - January 2011
Baruch College, SHRM January 2010 - December 2010
Resurrection Ascension School October 2008 - October 2009
Skills
Customer Service, Workshop Facilitation, Materials Management, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Recruiting, Public Relations, Event Planning, Research, Public Speaking, Access, Social Media Marketing, Social Networking, Spanish, Budgets, Data Entry, Marketing, Market Research, Marketing Communications, Sales, Analysis
Education
Baruch College, City University of New York (CUNY) 2006 — 2011
Bachelor's degree, corporate communications
Baruch College, City University of New York (CUNY) 2006 — 2010
B.A, Corporate Communications, Information Technology and Social Responsibility
J & M Cobras AAU Basketball Team February 2015 - Present
Wells Fargo January 2013 - Present
JPMorgan Chase June 2011 - March 2012
Bayview Consulting August 2010 - March 2011
American Apparel January 2010 - January 2011
Baruch College, SHRM January 2010 - December 2010
Resurrection Ascension School October 2008 - October 2009
Skills
Customer Service, Workshop Facilitation, Materials Management, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Recruiting, Public Relations, Event Planning, Research, Public Speaking, Access, Social Media Marketing, Social Networking, Spanish, Budgets, Data Entry, Marketing, Market Research, Marketing Communications, Sales, Analysis
Education
Baruch College, City University of New York (CUNY) 2006 — 2011
Bachelor's degree, corporate communications
Baruch College, City University of New York (CUNY) 2006 — 2010
B.A, Corporate Communications, Information Technology and Social Responsibility
Evelyn Cardenas Evelyn Cardenas's Wells Fargo Experience October 2014 - Present
Job Vice President, Participant Experience Consultant at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo October 2014 - Present
Wells Fargo 2013 - Present
TIAA-CREF 2010 - 2013
TIAA-CREF 2007 - 2010
TIAA-CREF 2004 - 2007
Skills
Financial Services, Relationship Management, Series 63, Mutual Funds, Retirement, 401k, Retirement Planning, Cross Selling, Business Relationship..., Microsoft Office
Education
Baruch College
Bachelor's degree, Communications
Wells Fargo October 2014 - Present
Wells Fargo 2013 - Present
TIAA-CREF 2010 - 2013
TIAA-CREF 2007 - 2010
TIAA-CREF 2004 - 2007
Skills
Financial Services, Relationship Management, Series 63, Mutual Funds, Retirement, 401k, Retirement Planning, Cross Selling, Business Relationship..., Microsoft Office
Education
Baruch College
Bachelor's degree, Communications
Harold Espinoza's Wells Fargo Experience March 2014 - June 2014
Job Relationship Banker at Capital One
Industry Financial Services
Experience
Capital One June 2014 - Present
Wells Fargo March 2014 - June 2014
Santander Bank, N.A. November 2012 - December 2013
AXA Advisors March 2012 - June 2012
Skills
English, Microsoft Excel, CRM Software, ACT!, LPL Branch, Microsoft Word, Microsoft Powerpoint, Teamwork, Finance, Valuation, Access, Outlook, Customer Service, Research, Investments, Equity Research, PowerPoint, CRM, Banking, Commercial Banking, Consumer Lending, Credit, Financial Services, Loans, Management, Mortgage Lending, Portfolio Management, Retail Banking
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Finance, General
Berkeley College-New York 2008 — 2012
Bachelor of Arts in Business Administration, Finance, Alumni
Capital One June 2014 - Present
Wells Fargo March 2014 - June 2014
Santander Bank, N.A. November 2012 - December 2013
AXA Advisors March 2012 - June 2012
Skills
English, Microsoft Excel, CRM Software, ACT!, LPL Branch, Microsoft Word, Microsoft Powerpoint, Teamwork, Finance, Valuation, Access, Outlook, Customer Service, Research, Investments, Equity Research, PowerPoint, CRM, Banking, Commercial Banking, Consumer Lending, Credit, Financial Services, Loans, Management, Mortgage Lending, Portfolio Management, Retail Banking
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Finance, General
Berkeley College-New York 2008 — 2012
Bachelor of Arts in Business Administration, Finance, Alumni
Nina Abuakar Nina Abuakar's Wells Fargo Experience September 2005 - December 2006
Job AVP Global Trade and Receivables Finance Sales Manager
Industry Financial Services
Experience
HSBC October 2012 - Present
HSBC Securities January 2007 - October 2012
Wells Fargo September 2005 - December 2006
Skills
Bloomberg, CDO Suite, Propriety Financial..., Accounting Applications, CDO, CRM, Trading, Mutual Funds, Capital Markets, Derivatives, Financial Services, Management, Structured Finance, Training, Finance
Education
Baruch College 2010 — 2012
Master of Business Administration (MBA), Finance
Salisbury University 2001 — 2005
Bachelor of Science (BS), Marketing
HSBC October 2012 - Present
HSBC Securities January 2007 - October 2012
Wells Fargo September 2005 - December 2006
Skills
Bloomberg, CDO Suite, Propriety Financial..., Accounting Applications, CDO, CRM, Trading, Mutual Funds, Capital Markets, Derivatives, Financial Services, Management, Structured Finance, Training, Finance
Education
Baruch College 2010 — 2012
Master of Business Administration (MBA), Finance
Salisbury University 2001 — 2005
Bachelor of Science (BS), Marketing
Barbara DeMarco Barbara DeMarco's Wells Fargo Experience April 2010 - December 2011
Job Portfolio Manager at Sterling National Bank
Industry Banking
Experience
Sterling National Bank January 2012 - Present
Wells Fargo April 2010 - December 2011
Skills
Credit, Credit Analysis, Loans, Commercial Banking, Portfolio Management, Banking, Credit Risk, Financial Risk, Relationship Management, Structured Finance, Asset Based Lending, Management, Commercial Mortgages, Middle Market, Factoring, New Business Development, Negotiation, Working Capital..., Executive Management, Commercial Lending, Risk Management, Corporate Finance, Capital Markets, Loan Origination, Financial Analysis, Cash Flow Lending, Lines Of Credit, Underwriting, Financial Structuring, Financial Services, Cash Management, Operational Risk..., Finance, Financial Modeling, Investments, Mortgage Lending, Small Business Lending, Treasury Management, Retail Banking, Due Diligence, Financial Institutions, Consumer Lending, Trade Finance
Education
City University of New York-Baruch College 1990 — 1993
Bachelor of Business Administration, Finance, Accounting
Borough of Manhattan Community College 1988 — 1990
AA, Business Adminisatration
Sterling National Bank January 2012 - Present
Wells Fargo April 2010 - December 2011
Skills
Credit, Credit Analysis, Loans, Commercial Banking, Portfolio Management, Banking, Credit Risk, Financial Risk, Relationship Management, Structured Finance, Asset Based Lending, Management, Commercial Mortgages, Middle Market, Factoring, New Business Development, Negotiation, Working Capital..., Executive Management, Commercial Lending, Risk Management, Corporate Finance, Capital Markets, Loan Origination, Financial Analysis, Cash Flow Lending, Lines Of Credit, Underwriting, Financial Structuring, Financial Services, Cash Management, Operational Risk..., Finance, Financial Modeling, Investments, Mortgage Lending, Small Business Lending, Treasury Management, Retail Banking, Due Diligence, Financial Institutions, Consumer Lending, Trade Finance
Education
City University of New York-Baruch College 1990 — 1993
Bachelor of Business Administration, Finance, Accounting
Borough of Manhattan Community College 1988 — 1990
AA, Business Adminisatration
Adam Epstein Adam Epstein's Wells Fargo Experience January 2012 - May 2014
Job Senior Marketing Consultant for Aquent at Wells Fargo
Industry Financial Services
Experience
Aquent (on assignment to Wells Fargo) June 2015 - Present
Wells Fargo January 2012 - May 2014
Wells Fargo March 2005 - December 2011
Wells Fargo Bank 1999 - 2005
Wells Fargo Bank 1997 - 1999
Skills
Marketing Strategy, Marketing Communications, Product Marketing, Advertising, Customer Experience, Customer Acquisition, Customer Retention, Strategic Planning, Direct Marketing, Sponsorship Development, Sponsorship Strategy, Team Building, Collaborative Working, Financial Services, Management, Sales, Segmentation, Strategy, Lead Generation, Marketing, Integrated Marketing, Leadership, Analytics, Strategic Partnerships, Team Leadership, Sponsorship
Education
City University of New York-Baruch College
MBA, Marketing
City University of New York-Queens College
BA, Accounting
Aquent (on assignment to Wells Fargo) June 2015 - Present
Wells Fargo January 2012 - May 2014
Wells Fargo March 2005 - December 2011
Wells Fargo Bank 1999 - 2005
Wells Fargo Bank 1997 - 1999
Skills
Marketing Strategy, Marketing Communications, Product Marketing, Advertising, Customer Experience, Customer Acquisition, Customer Retention, Strategic Planning, Direct Marketing, Sponsorship Development, Sponsorship Strategy, Team Building, Collaborative Working, Financial Services, Management, Sales, Segmentation, Strategy, Lead Generation, Marketing, Integrated Marketing, Leadership, Analytics, Strategic Partnerships, Team Leadership, Sponsorship
Education
City University of New York-Baruch College
MBA, Marketing
City University of New York-Queens College
BA, Accounting
Jane Gilbert Jane Gilbert's Wells Fargo Experience May 2010 - Present
Job Community Affairs Officer at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2010 - Present
High Impact, Integrated Solutions September 2006 - May 2010
Dream in Green January 2007 - July 2008
Arts for Learning/Miami January 2000 - February 2006
ArtCenter/South Florida 1995 - 1998
Cultural Survival February 1990 - March 1992
Arthur D. Little June 1987 - January 1992
Skills
Community Development, Non-profits, Strategic Planning, Business Development, Program Management, Organizational..., Fundraising, Grant Writing, Team Building, Nonprofits, Program Development, Public Speaking, Government, Leadership, Public Relations, Sustainability, Entrepreneurship, Proposal Writing, Policy, Community Outreach
Education
Harvard University, John F. Kennedy School of Government 1992 — 1994
MPA
Barnard College 1984 — 1987
BA
Taft High School
Tulane University
Wells Fargo May 2010 - Present
High Impact, Integrated Solutions September 2006 - May 2010
Dream in Green January 2007 - July 2008
Arts for Learning/Miami January 2000 - February 2006
ArtCenter/South Florida 1995 - 1998
Cultural Survival February 1990 - March 1992
Arthur D. Little June 1987 - January 1992
Skills
Community Development, Non-profits, Strategic Planning, Business Development, Program Management, Organizational..., Fundraising, Grant Writing, Team Building, Nonprofits, Program Development, Public Speaking, Government, Leadership, Public Relations, Sustainability, Entrepreneurship, Proposal Writing, Policy, Community Outreach
Education
Harvard University, John F. Kennedy School of Government 1992 — 1994
MPA
Barnard College 1984 — 1987
BA
Taft High School
Tulane University
Roderick Crabbe Roderick Crabbe's Wells Fargo Experience April 2008 - January 2012
Job Owner of Roderick Crabbe Insurance Inc.
Industry Insurance
Experience
Roderick Crabbe Insurance Inc. April 2015 - Present
Jane DiLoreto Allstate Insurance Inc. January 2012 - March 2015
Wells Fargo April 2008 - January 2012
YMCA of Florida's First Coast April 2005 - April 2008
Jacksonville Super Bowl Host Committee September 2003 - March 2005
Skills
Insurance, Banking, Customer Service, Marketing Management, Microsoft Office, Excel, Word, Sales Management, Sales, Outlook, Event Management, Microsoft Excel, Training, Microsoft Word, Program Management, Marketing, Management, Time Management, Leadership, Finance, Access
Education
Barry University 2001 — 2003
MS, Sports Management
University of Florida 1996 — 2000
BA, Business Administration
Roderick Crabbe Insurance Inc. April 2015 - Present
Jane DiLoreto Allstate Insurance Inc. January 2012 - March 2015
Wells Fargo April 2008 - January 2012
YMCA of Florida's First Coast April 2005 - April 2008
Jacksonville Super Bowl Host Committee September 2003 - March 2005
Skills
Insurance, Banking, Customer Service, Marketing Management, Microsoft Office, Excel, Word, Sales Management, Sales, Outlook, Event Management, Microsoft Excel, Training, Microsoft Word, Program Management, Marketing, Management, Time Management, Leadership, Finance, Access
Education
Barry University 2001 — 2003
MS, Sports Management
University of Florida 1996 — 2000
BA, Business Administration
Tharani Amruthur Tharani Amruthur's Wells Fargo Experience April 2014 - Present
Job Branch Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Wells Fargo October 2009 - March 2014
Wells Fargo January 2005 - September 2009
Wells Fargo January 2003 - October 2005
Hindustan Unilever Ltd August 1992 - August 1996
Skills
Banking, Consumer Lending, Cross Selling, Loans, Customer Satisfaction, Customer Service, Lines Of Credit, Analysis, Management, Sales, Team Building, Financial Risk, Operations Management, Risk Management, Credit
Education
Bangalore University
Bachelors degree of Science, Mathematics and Electronics
National Institute of Information Technology
Honors and Masters Diploma in Software Engineering, Computer Science
Wells Fargo April 2014 - Present
Wells Fargo October 2009 - March 2014
Wells Fargo January 2005 - September 2009
Wells Fargo January 2003 - October 2005
Hindustan Unilever Ltd August 1992 - August 1996
Skills
Banking, Consumer Lending, Cross Selling, Loans, Customer Satisfaction, Customer Service, Lines Of Credit, Analysis, Management, Sales, Team Building, Financial Risk, Operations Management, Risk Management, Credit
Education
Bangalore University
Bachelors degree of Science, Mathematics and Electronics
National Institute of Information Technology
Honors and Masters Diploma in Software Engineering, Computer Science
Van Snyder Van Snyder's Wells Fargo Experience 2000 - 2004
Job Predictive Modeling | Customer Insights | Digital Media Strategy
Industry Internet
Experience
Adobe May 2011 - Present
Grignard Company August 2010 - April 2011
Frontier Communications October 2009 - August 2010
Affiinion Group November 2007 - May 2009
Citicards April 2005 - September 2007
Wells Fargo Bank 2000 - 2004
Wells Fargo 2000 - 2004
Private Rehabilitation Practice September 1995 - August 2000
Skills
Data Mining, Data Analysis, SQL, Analysis, Forecasting, Strategic Planning, Customer Insight, Business Analysis, Analytics, Marketing, Sales, Project Management
Education
Baruch College 2012 — 2015
Master of Science (MS), Statistics
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance & Accounting
Northeastern University 1992 — 1994
MS, Speech Language Pathology
University of Connecticut 1988 — 1992
BA, Liberal Arts
Adobe May 2011 - Present
Grignard Company August 2010 - April 2011
Frontier Communications October 2009 - August 2010
Affiinion Group November 2007 - May 2009
Citicards April 2005 - September 2007
Wells Fargo Bank 2000 - 2004
Wells Fargo 2000 - 2004
Private Rehabilitation Practice September 1995 - August 2000
Skills
Data Mining, Data Analysis, SQL, Analysis, Forecasting, Strategic Planning, Customer Insight, Business Analysis, Analytics, Marketing, Sales, Project Management
Education
Baruch College 2012 — 2015
Master of Science (MS), Statistics
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance & Accounting
Northeastern University 1992 — 1994
MS, Speech Language Pathology
University of Connecticut 1988 — 1992
BA, Liberal Arts
Wayne T. Barbour, Jr. Wayne T. Barbour, Jr.'s Wells Fargo Experience December 2011 - August 2013
Job Special Assets Manager First Citizens Bank
Industry Banking
Experience
First Citizens Bank August 2013 - Present
Wells Fargo December 2011 - August 2013
Wells Fargo November 2009 - November 2011
Wachovia Bank - Wealth Management July 2004 - October 2009
Skills
Wealth Management, Banking, Commercial Lending, Loans, Investments, Credit, Estate Planning, Trust Services, Retirement Planning, Portfolio Management, Mortgage Lending, Strategic Financial..., Commercial Banking, Financial Analysis, Securities, Series 7, Underwriting, Asset Managment, Risk Management, Real Estate
Education
Campbell University 2003 — 2004
Master of, Trust and Investment Management
Barton College 1999 — 2003
BS, Business Administration
First Citizens Bank August 2013 - Present
Wells Fargo December 2011 - August 2013
Wells Fargo November 2009 - November 2011
Wachovia Bank - Wealth Management July 2004 - October 2009
Skills
Wealth Management, Banking, Commercial Lending, Loans, Investments, Credit, Estate Planning, Trust Services, Retirement Planning, Portfolio Management, Mortgage Lending, Strategic Financial..., Commercial Banking, Financial Analysis, Securities, Series 7, Underwriting, Asset Managment, Risk Management, Real Estate
Education
Campbell University 2003 — 2004
Master of, Trust and Investment Management
Barton College 1999 — 2003
BS, Business Administration
Rachel Palacios's Wells Fargo Experience 2010 - Present
Job Vice President & Operational Risk Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo 2010 - Present
Wachovia Trust January 2006 - Present
Bank of America Private Bank May 2002 - January 2006
Northern Trust Bank of Florida March 1985 - May 2002
Skills
Trusts, Wealth Management, Due Diligence, Risk Management, Wealth Management..., Securities, Asset Management, Investments, Asset Allocation, Mutual Funds, High Net Worth..., Fixed Income, Portfolio Management, Private Banking, Financial Planning, Banking
Education
Canon Financial Institute 1996 — 1999
CTFA, Trusts and Estates
Barry University - Dwayne O. Andreas School of Law 1991 — 1994
Miami Dade College 1980 — 1982
Wells Fargo 2010 - Present
Wachovia Trust January 2006 - Present
Bank of America Private Bank May 2002 - January 2006
Northern Trust Bank of Florida March 1985 - May 2002
Skills
Trusts, Wealth Management, Due Diligence, Risk Management, Wealth Management..., Securities, Asset Management, Investments, Asset Allocation, Mutual Funds, High Net Worth..., Fixed Income, Portfolio Management, Private Banking, Financial Planning, Banking
Education
Canon Financial Institute 1996 — 1999
CTFA, Trusts and Estates
Barry University - Dwayne O. Andreas School of Law 1991 — 1994
Miami Dade College 1980 — 1982
Elizabeth Cates Elizabeth Cates's Wells Fargo Experience 1994 - 2000
Job Credit Risk, Model Dev, RIsk Systems
Industry Financial Services
Experience
Financial Industry Regulatory Authority August 2011 - Present
FEDERAL HOME LOAN BANK (FHLB) 2004 - July 2009
Standard & Poor's 2002 - 2003
U.S. Bank 2002 - 2003
Wells Fargo 1994 - 2000
Bank of America (formerly NatWest) 1991 - 1994
Skills
Credit Risk, Risk Management, Financial Risk, Financial Analysis, Valuation, Compliance, Internal Controls, Corporate Governance, Change Management, Derivatives, Enterprise Risk..., Regulatory Examinations, Capital Markets, White Papers, Portfolio Management
Education
Barnard College
BA, Art History
Pace University
Dual MBA, Finance and International Business
Financial Industry Regulatory Authority August 2011 - Present
FEDERAL HOME LOAN BANK (FHLB) 2004 - July 2009
Standard & Poor's 2002 - 2003
U.S. Bank 2002 - 2003
Wells Fargo 1994 - 2000
Bank of America (formerly NatWest) 1991 - 1994
Skills
Credit Risk, Risk Management, Financial Risk, Financial Analysis, Valuation, Compliance, Internal Controls, Corporate Governance, Change Management, Derivatives, Enterprise Risk..., Regulatory Examinations, Capital Markets, White Papers, Portfolio Management
Education
Barnard College
BA, Art History
Pace University
Dual MBA, Finance and International Business
Monique Brown McKenzie, MBA's Wells Fargo Experience January 2013 - February 2014
Job Business Process Analyst/Technical Writer
Industry Education Management
Experience
ADP March 2015 - Present
Wells Fargo January 2013 - February 2014
Wells Fargo June 2011 - June 2012
Wells Fargo August 2010 - February 2011
Wells Fargo February 2010 - June 2010
Bank of America May 2007 - August 2007
The Charlotte Weekly 2005 - 2007
Wachovia Bank April 2006 - December 2006
UPTOWN Magazine 2003 - 2003
Vanguarde Media 2002 - 2003
Skills
Technical Writing, Social Networking, Editorial, Social Media Marketing, Magazines, Management, Editing, Writing, Small Business, Feature Articles, Marketing, Books, Ghostwriting, Budgets, Leadership, Media Studies, Social Media, Copy Editing, Ebooks, Customer Service, Team Building, Training, Research, Public Relations, Advertising, Book Coaching, Public Speaking, Storytelling, Strategic Planning, Strategic Communications, Content Management, Process Management
Education
LIU Brooklyn 1990 — 1994
MBA, Management
Baruch College, City University of New York (CUNY) 1986 — 1990
BBA, International Business
ADP March 2015 - Present
Wells Fargo January 2013 - February 2014
Wells Fargo June 2011 - June 2012
Wells Fargo August 2010 - February 2011
Wells Fargo February 2010 - June 2010
Bank of America May 2007 - August 2007
The Charlotte Weekly 2005 - 2007
Wachovia Bank April 2006 - December 2006
UPTOWN Magazine 2003 - 2003
Vanguarde Media 2002 - 2003
Skills
Technical Writing, Social Networking, Editorial, Social Media Marketing, Magazines, Management, Editing, Writing, Small Business, Feature Articles, Marketing, Books, Ghostwriting, Budgets, Leadership, Media Studies, Social Media, Copy Editing, Ebooks, Customer Service, Team Building, Training, Research, Public Relations, Advertising, Book Coaching, Public Speaking, Storytelling, Strategic Planning, Strategic Communications, Content Management, Process Management
Education
LIU Brooklyn 1990 — 1994
MBA, Management
Baruch College, City University of New York (CUNY) 1986 — 1990
BBA, International Business
Samantha McCall Samantha McCall's Wells Fargo Experience January 2000 - October 2010
Job Cause Ambassador at BeautyKind
Industry Fund-Raising
Experience
BeautyKind August 2014 - Present
All We Want Is LOVE January 2013 - January 2014
Wells Fargo January 2000 - October 2010
Skills
Referrals, Marketing Strategy, New Business Development, Event Planning, Budgets, Social Media Marketing, Nonprofits, Community Outreach, Philanthropy, Management, Public Relations, Event Management, Public Speaking, Strategic Planning, Leadership, Marketing, Sales, Team Building, Customer Service
Education
Barton College
Hardbarger Business College
North Carolina State University
Business Administration and Management, General
BeautyKind August 2014 - Present
All We Want Is LOVE January 2013 - January 2014
Wells Fargo January 2000 - October 2010
Skills
Referrals, Marketing Strategy, New Business Development, Event Planning, Budgets, Social Media Marketing, Nonprofits, Community Outreach, Philanthropy, Management, Public Relations, Event Management, Public Speaking, Strategic Planning, Leadership, Marketing, Sales, Team Building, Customer Service
Education
Barton College
Hardbarger Business College
North Carolina State University
Business Administration and Management, General
Christine Bonfardino Wilkins Christine Bonfardino Wilkins's Wells Fargo Experience October 2009 - January 2011
Job Digital Marketing Product Manager at Bank of America
Industry Banking
Experience
Bank of America December 2012 - Present
Bank of America January 2011 - February 2012
Wells Fargo October 2009 - January 2011
Group M Search / Outrider October 2005 - August 2007
1-800-Flowers.com October 2003 - October 2005
Executive-In-Residence Program, St. John's University September 2002 - May 2003
Publishers Clearing House January 2003 - April 2003
Skills
Digital Marketing, Online Marketing, Email Marketing, SEO, Advertising, Strategy, Marketing, Management, Leadership, Marketing Strategy, Creative Direction, Digital Strategy, Online Advertising, Social Media Marketing, Customer Acquisition, SEM, Interactive Marketing, Project Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Marketing and Organizational Behavior/ Human Resources
St. John's University, The Peter J. Tobin College of Business 2001 — 2003
BS, Marketing
Bank of America December 2012 - Present
Bank of America January 2011 - February 2012
Wells Fargo October 2009 - January 2011
Group M Search / Outrider October 2005 - August 2007
1-800-Flowers.com October 2003 - October 2005
Executive-In-Residence Program, St. John's University September 2002 - May 2003
Publishers Clearing House January 2003 - April 2003
Skills
Digital Marketing, Online Marketing, Email Marketing, SEO, Advertising, Strategy, Marketing, Management, Leadership, Marketing Strategy, Creative Direction, Digital Strategy, Online Advertising, Social Media Marketing, Customer Acquisition, SEM, Interactive Marketing, Project Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Marketing and Organizational Behavior/ Human Resources
St. John's University, The Peter J. Tobin College of Business 2001 — 2003
BS, Marketing
Tomas Benitez-Rionda's Wells Fargo Experience April 1974 - August 1991
Job
Industry Real Estate
Experience
NR Investments September 2015 - Present
Fortune International Realty February 2014 - Present
Cervera Real Estate Inc March 2012 - February 2014
Interinvestments Realty October 2011 - March 2012
Sterne Agee November 2010 - January 2012
HSBC Private Bank October 2000 - January 2009
Merrill Lynch May 1995 - September 2000
HSBC Private Bank August 1991 - May 1995
Wells Fargo April 1974 - August 1991
PNC September 1972 - March 1974
Skills
Real Estate License, Trust Management, Personal Trust, Wealth Management, Private Banking, Management, Financial Services, Strategic Financial..., Investment Advisory, Commercial Real Estate, Credit, Principled, Adept problem-solver, Mature Judgement and..., Honesty/Integrity/Morali..., Interpersonal..., flexibility/adaptability..., International..., multi-lingual, Tenacity and Ethics, Team Building, Business Strategy, Creative Thinking, Strategic Negotiations, Contract Negotiation, Leadership, Anti Money Laundering, Quantitative Analytics, computer literate
Education
Georgetown University 1968 — 1970
Master of Arts (M.A.), Economics
University of Miami 1964 — 1968
Bachelor of Arts (B.A.), Sociology, History
Southern Methodist University 1982 — 1983
Analytical Accounting
Barry University 1981 — 1982
Analyzying Financial Statements
Universidad Complutense de Madrid 1966 — 1972
Diploma en Estudios Hispanicos, International Economics, Graduated
American Institute of Banking 1976 — 1980
Advanced Certificate of Banking, All aspects of Banking
Ibbotson Associates 1995 — 1999
Asset Allocation, Various courses in Asset Allocation and The Efficient Frontier
Cervera Academy 2012 — 2013
Top 12 Sales Training Program, Advanced Sales Training
Cervera Academy 2012 — 2012
Compliance Series 7 Training Program, Compliance
Malvern Preparatory School, Malvern , Pennsylvania 1960 — 1963
High School, Regular/General High School/Secondary Diploma Program, A
NR Investments September 2015 - Present
Fortune International Realty February 2014 - Present
Cervera Real Estate Inc March 2012 - February 2014
Interinvestments Realty October 2011 - March 2012
Sterne Agee November 2010 - January 2012
HSBC Private Bank October 2000 - January 2009
Merrill Lynch May 1995 - September 2000
HSBC Private Bank August 1991 - May 1995
Wells Fargo April 1974 - August 1991
PNC September 1972 - March 1974
Skills
Real Estate License, Trust Management, Personal Trust, Wealth Management, Private Banking, Management, Financial Services, Strategic Financial..., Investment Advisory, Commercial Real Estate, Credit, Principled, Adept problem-solver, Mature Judgement and..., Honesty/Integrity/Morali..., Interpersonal..., flexibility/adaptability..., International..., multi-lingual, Tenacity and Ethics, Team Building, Business Strategy, Creative Thinking, Strategic Negotiations, Contract Negotiation, Leadership, Anti Money Laundering, Quantitative Analytics, computer literate
Education
Georgetown University 1968 — 1970
Master of Arts (M.A.), Economics
University of Miami 1964 — 1968
Bachelor of Arts (B.A.), Sociology, History
Southern Methodist University 1982 — 1983
Analytical Accounting
Barry University 1981 — 1982
Analyzying Financial Statements
Universidad Complutense de Madrid 1966 — 1972
Diploma en Estudios Hispanicos, International Economics, Graduated
American Institute of Banking 1976 — 1980
Advanced Certificate of Banking, All aspects of Banking
Ibbotson Associates 1995 — 1999
Asset Allocation, Various courses in Asset Allocation and The Efficient Frontier
Cervera Academy 2012 — 2013
Top 12 Sales Training Program, Advanced Sales Training
Cervera Academy 2012 — 2012
Compliance Series 7 Training Program, Compliance
Malvern Preparatory School, Malvern , Pennsylvania 1960 — 1963
High School, Regular/General High School/Secondary Diploma Program, A
Valerie Sabbarese Valerie Sabbarese's Wells Fargo Experience June 2012 - Present
Job Store manager
Industry Banking
Experience
Wells fargo June 2012 - Present
CentutyLink - Consumer Markets Group January 2003 - Present
CentutyLink - Consumer Markets Group January 2000 - January 2003
Winn Dixie Stores August 1989 - June 2000
Skills
Managerial, 12 years Sales and..., Development Programs, 360 Degree Assessment, Development Coaching, Career Development...
Education
Solvay High School 1974 — 1978
Barry University
Business
Wells fargo June 2012 - Present
CentutyLink - Consumer Markets Group January 2003 - Present
CentutyLink - Consumer Markets Group January 2000 - January 2003
Winn Dixie Stores August 1989 - June 2000
Skills
Managerial, 12 years Sales and..., Development Programs, 360 Degree Assessment, Development Coaching, Career Development...
Education
Solvay High School 1974 — 1978
Barry University
Business
John Socarraz John Socarraz's Wells Fargo Experience 2000 - 2006
Job Senior Vice President at Bibby Financial Services
Industry Banking
Experience
Bibby Financial Services September 2015 - Present
TD Bank January 2010 - August 2015
TD Bank Group January 2010 - December 2011
Expocredit Corp April 2008 - January 2010
Wells Fargo 2000 - 2006
Skills
Underwriting, Portfolio Management, New Business Development, Asset Based Lending, Factoring, Commercial Finance, Loans, Credit Analysis, Commercial Lending, Commercial Banking, Middle Market, Credit, Small Business Lending, Loan Origination, Lines Of Credit, Commercial Mortgages, Banking, Credit Risk, Risk Management, Due Diligence, Finance, Funding, Structured Finance, Cash Flow Lending, Business Development, Financial Structuring, Mortgage Lending, Treasury Management, Consumer Lending, Syndications, Trade Finance, SBA, Relationship Management
Education
University of Houston, C.T. Bauer College of Business
Business Administration, Finance, General
Barry University
Several accounting classes
Bibby Financial Services September 2015 - Present
TD Bank January 2010 - August 2015
TD Bank Group January 2010 - December 2011
Expocredit Corp April 2008 - January 2010
Wells Fargo 2000 - 2006
Skills
Underwriting, Portfolio Management, New Business Development, Asset Based Lending, Factoring, Commercial Finance, Loans, Credit Analysis, Commercial Lending, Commercial Banking, Middle Market, Credit, Small Business Lending, Loan Origination, Lines Of Credit, Commercial Mortgages, Banking, Credit Risk, Risk Management, Due Diligence, Finance, Funding, Structured Finance, Cash Flow Lending, Business Development, Financial Structuring, Mortgage Lending, Treasury Management, Consumer Lending, Syndications, Trade Finance, SBA, Relationship Management
Education
University of Houston, C.T. Bauer College of Business
Business Administration, Finance, General
Barry University
Several accounting classes
Mark Porcelli Mark Porcelli's Wells Fargo Experience January 1985 - January 2001
Job Continental Advisors Institutional financial consultant
Industry Financial Services
Experience
Continental Advisors January 2001 - Present
Wells Fargo January 1985 - January 2001
Skills
Corporate Finance, Investments, Due Diligence, Business Strategy, Mergers & Acquisitions, Asset Management, Executive Management, Venture Capital, Private Equity, Financial Modeling, Equities, Strategic Planning, Risk Management, Change Management, Entrepreneurship
Education
Baruch College, City University of New York (CUNY)
Master's degree, Finance, General
Continental Advisors January 2001 - Present
Wells Fargo January 1985 - January 2001
Skills
Corporate Finance, Investments, Due Diligence, Business Strategy, Mergers & Acquisitions, Asset Management, Executive Management, Venture Capital, Private Equity, Financial Modeling, Equities, Strategic Planning, Risk Management, Change Management, Entrepreneurship
Education
Baruch College, City University of New York (CUNY)
Master's degree, Finance, General
Minyi Pan Minyi Pan's Wells Fargo Experience November 2014 - November 2014
Job Student at Baruch College, City University of New York (CUNY)
Industry Accounting
Experience
BNY Mellon May 2014 - Present
Wells Fargo November 2014 - November 2014
Sudran Dizenhaus & Associates September 2013 - May 2014
JPMorgan Chase & Co. April 2014 - April 2014
Baruch College Technology Center October 2012 - March 2013
Skills
Basel II, Basel III, Enterprise Risk..., Microsoft Excel, Accounting, Risk Management, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Baruch College, City University of New York (CUNY) 2012 — 2016
Accounting
BNY Mellon May 2014 - Present
Wells Fargo November 2014 - November 2014
Sudran Dizenhaus & Associates September 2013 - May 2014
JPMorgan Chase & Co. April 2014 - April 2014
Baruch College Technology Center October 2012 - March 2013
Skills
Basel II, Basel III, Enterprise Risk..., Microsoft Excel, Accounting, Risk Management, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Baruch College, City University of New York (CUNY) 2012 — 2016
Accounting
David Gega David Gega's Wells Fargo Experience June 2015 - Present
Job Home Mortgage Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2015 - Present
Usa Capital Inc. February 2010 - June 2015
TD February 2014 - August 2014
RBS Citizens Financial Group July 2013 - February 2014
Nationwide Capital LLC February 2009 - February 2010
Bank of America-Countrywide Home Loans June 2008 - August 2008
Skills
Financial Analysis, Mortgage Lending, Loans, Finance, Investments, Real Estate Development, Banking, Entrepreneurship, Analysis, Commercial Real Estate..., Financial Modeling, Management, Capital Markets, Credit
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), CIS
Wells Fargo June 2015 - Present
Usa Capital Inc. February 2010 - June 2015
TD February 2014 - August 2014
RBS Citizens Financial Group July 2013 - February 2014
Nationwide Capital LLC February 2009 - February 2010
Bank of America-Countrywide Home Loans June 2008 - August 2008
Skills
Financial Analysis, Mortgage Lending, Loans, Finance, Investments, Real Estate Development, Banking, Entrepreneurship, Analysis, Commercial Real Estate..., Financial Modeling, Management, Capital Markets, Credit
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), CIS
Taylor Lambert's Wells Fargo Experience 2015 - 2015
Job CoFounder | President | Executive Producer at Coffee & Catchup
Industry Entertainment
Experience
KIND February 2014 - Present
Stars April 2012 - Present
Suitable Technologies June 2014 - Present
Meher Schools September 2011 - Present
Wells Fargo 2015 - 2015
2K 2013 - 2015
2K 2013 - 2015
Skills
Acting, Blogging, Comedy, Commercials, Creative Writing, Drama, Editing, Entertainment, Feature Films, Music, Voice Over, Teaching, Public Speaking, Social Media, Final Cut Pro, Musical Theatre, Film, Theatre, Stage, Voice Acting, Short Films, Screenwriting, Video Production, Social Media Marketing, Performing Arts, Singing, Improvisation, Television, Film Production, Shakespeare, Event Planning, Research
Education
Bard College 2007 — 2011
B.A., Theater, Psychology
Gonzaga College High Schol 2002 — 2006
Marymount
Marymount
Marymount
KIND February 2014 - Present
Stars April 2012 - Present
Suitable Technologies June 2014 - Present
Meher Schools September 2011 - Present
Wells Fargo 2015 - 2015
2K 2013 - 2015
2K 2013 - 2015
Skills
Acting, Blogging, Comedy, Commercials, Creative Writing, Drama, Editing, Entertainment, Feature Films, Music, Voice Over, Teaching, Public Speaking, Social Media, Final Cut Pro, Musical Theatre, Film, Theatre, Stage, Voice Acting, Short Films, Screenwriting, Video Production, Social Media Marketing, Performing Arts, Singing, Improvisation, Television, Film Production, Shakespeare, Event Planning, Research
Education
Bard College 2007 — 2011
B.A., Theater, Psychology
Gonzaga College High Schol 2002 — 2006
Marymount
Marymount
Marymount
Virginia Vich Virginia Vich's Wells Fargo Experience May 2007 - September 2013
Job Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Wells Fargo May 2007 - September 2013
Wachovia Bank October 2005 - May 2007
Wachovia Wealth Management July 2002 - October 2005
Skills
Series 63, Cross Selling, Investments, Mortgage Banking, Retirement Planning, Strategic Financial..., Loan Origination, Wealth Management, Private Banking, Series 7, Licensed Life Insurance..., Client Development, Client Centered, Series 6, Brokerage, Trusted Advisor, Excellent Client..., Highly motivated,..., Microsoft Office, Excellent written and..., High Net Worth..., Relationship Management, Real Estate Financing, Home Equity Lines of..., Life Insurance, Investment Management, Fixed Income, Refinance, Residential Mortgages, Wealth, Financial Services, Finance, Asset Management, Credit Risk, Asset Allocation, Deposits, Investment Strategies, Insurance, Cash Flow Lending, Banking Relationships, Financial Advisory, Mutual Funds, Securities, Investment Advisory, Asset Based Lending, Alternative Investments, Equities, Retirement, Capital Markets, Investment Banking
Education
Barry University 2003 — 2004
Certified Financial Planner™ Certification
Florida International University - College of Business Administration 1997 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
Our Lady of Lourdes Academy 1993 — 1997
High School Diploma
J.P. Morgan September 2013 - Present
Wells Fargo May 2007 - September 2013
Wachovia Bank October 2005 - May 2007
Wachovia Wealth Management July 2002 - October 2005
Skills
Series 63, Cross Selling, Investments, Mortgage Banking, Retirement Planning, Strategic Financial..., Loan Origination, Wealth Management, Private Banking, Series 7, Licensed Life Insurance..., Client Development, Client Centered, Series 6, Brokerage, Trusted Advisor, Excellent Client..., Highly motivated,..., Microsoft Office, Excellent written and..., High Net Worth..., Relationship Management, Real Estate Financing, Home Equity Lines of..., Life Insurance, Investment Management, Fixed Income, Refinance, Residential Mortgages, Wealth, Financial Services, Finance, Asset Management, Credit Risk, Asset Allocation, Deposits, Investment Strategies, Insurance, Cash Flow Lending, Banking Relationships, Financial Advisory, Mutual Funds, Securities, Investment Advisory, Asset Based Lending, Alternative Investments, Equities, Retirement, Capital Markets, Investment Banking
Education
Barry University 2003 — 2004
Certified Financial Planner™ Certification
Florida International University - College of Business Administration 1997 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
Our Lady of Lourdes Academy 1993 — 1997
High School Diploma
Annie Matonis Annie Matonis's Wells Fargo Experience 2005 - 2007
Job 3L at WFU Law. Law Clerk at Allegacy FCU.
Industry Legal Services
Experience
Allegacy Federal Credit Union May 2014 - Present
Coeur d'Alene Resort 2012 - 2012
Crystal Mountain 2011 - 2012
Express Employment Professionals 2010 - 2011
Energy Sales Inc 2003 - 2010
Wells Fargo 2005 - 2007
Skills
Teamwork, Customer Service, Accounts Payable, Accounts Receivable, General Ledger, Batch Processing, Business Writing, Data Entry, Microsoft Office, Microsoft Word, Legal Research, PowerPoint, Microsoft Excel, Research, Public Speaking, Westlaw, English, Social Media, Event Planning, Time Management, Receptionist Duties, Filing, Petty Cash, Legal Contract Review, Experience Working with..., Elder Care, Legal Writing
Education
Wake Forest University School of Law 2013 — 2016
Portland State University 2010 — 2012
Bachelor of Science (BS), Social Sciences
Barton County Community College 2008 — 2009
Associate of Arts (AA), Liberal Studies
Allegacy Federal Credit Union May 2014 - Present
Coeur d'Alene Resort 2012 - 2012
Crystal Mountain 2011 - 2012
Express Employment Professionals 2010 - 2011
Energy Sales Inc 2003 - 2010
Wells Fargo 2005 - 2007
Skills
Teamwork, Customer Service, Accounts Payable, Accounts Receivable, General Ledger, Batch Processing, Business Writing, Data Entry, Microsoft Office, Microsoft Word, Legal Research, PowerPoint, Microsoft Excel, Research, Public Speaking, Westlaw, English, Social Media, Event Planning, Time Management, Receptionist Duties, Filing, Petty Cash, Legal Contract Review, Experience Working with..., Elder Care, Legal Writing
Education
Wake Forest University School of Law 2013 — 2016
Portland State University 2010 — 2012
Bachelor of Science (BS), Social Sciences
Barton County Community College 2008 — 2009
Associate of Arts (AA), Liberal Studies
Ashima Nayar Ashima Nayar's Wells Fargo Experience February 2007 - July 2007
Job Education Professional
Industry Education Management
Experience
Manhattan Institute of Management June 2014 - Present
Micropower Career Institute December 2010 - June 2014
Micropower Career Institute May 2010 - November 2010
GnuMethod Merchandising September 2009 - November 2009
Wells Fargo February 2007 - July 2007
Wells Fargo April 2006 - January 2007
Wells Fargo October 2005 - March 2006
Skills
NSLDS, Financial Aid..., Higher Education, Student Financial Aid, Student Loans, Customer Service, Analysis, Marketing, Sales, Market Research, Management, Email Marketing, Customer Retention, Start-ups, Project Planning, Leadership, Marketing Strategy, Finance, College Education..., Financial Analysis, Microsoft Office, Public Speaking
Education
York University - Schulich School of Business 2008 — 2009
MBA, Marketing & Strategic Management
Baruch College, City University of New York (CUNY) 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Manhattan Institute of Management June 2014 - Present
Micropower Career Institute December 2010 - June 2014
Micropower Career Institute May 2010 - November 2010
GnuMethod Merchandising September 2009 - November 2009
Wells Fargo February 2007 - July 2007
Wells Fargo April 2006 - January 2007
Wells Fargo October 2005 - March 2006
Skills
NSLDS, Financial Aid..., Higher Education, Student Financial Aid, Student Loans, Customer Service, Analysis, Marketing, Sales, Market Research, Management, Email Marketing, Customer Retention, Start-ups, Project Planning, Leadership, Marketing Strategy, Finance, College Education..., Financial Analysis, Microsoft Office, Public Speaking
Education
York University - Schulich School of Business 2008 — 2009
MBA, Marketing & Strategic Management
Baruch College, City University of New York (CUNY) 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Dorothy Willis Dorothy Willis's Wells Fargo Experience May 2006 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo May 2006 - Present
BNY Mellon February 1998 - August 2005
Skills
Banking, Financial Services, Equities, Financial Risk, Fixed Income, Security Clearance, Trading, Global Delivery, Global Marketing, DTC, Detailed Oriented and..., Problem Solving, Account Reconciliation, Settlement, Relationship Management, Accounting
Education
Baruch College, City University of New York (CUNY)
Accounting
Fairleigh Dickinson University.New Jersey
Business Administration
Wells Fargo May 2006 - Present
BNY Mellon February 1998 - August 2005
Skills
Banking, Financial Services, Equities, Financial Risk, Fixed Income, Security Clearance, Trading, Global Delivery, Global Marketing, DTC, Detailed Oriented and..., Problem Solving, Account Reconciliation, Settlement, Relationship Management, Accounting
Education
Baruch College, City University of New York (CUNY)
Accounting
Fairleigh Dickinson University.New Jersey
Business Administration
Lisa Villegas's Wells Fargo Experience November 2013 - Present
Job Customer Service Manager
Industry Financial Services
Experience
Wells Fargo Dealer Services April 2014 - Present
Wells Fargo November 2013 - Present
Wells Fargo Dealer Services September 2012 - Present
Wells Fargo Bank January 2005 - November 2012
Wells Fargo Bank June 2000 - 2005
Skills
Customer Service, Microsoft Excel, Key Performance..., Leadership, Microsoft Office, Strategic Planning, Quality Management, Problem Solving, Coaching, Career Development, Project Coordination, Data Analysis, Process Improvement, Human Resources, Change Management, Sales Management..., Emerging Leaders, Banking, Quality Assurance, Leadership Development, Budgets, Organizational..., Call Centers, Sales, Marketing, Training, Team Leadership, Customer Experience, Insurance, Recruiting, Interviews, Performance Management, Risk Management, Vendor Management, Employee Relations, Customer Satisfaction, Relationship Management, Hiring, Employee Training, Credit, Onboarding, Analysis, Employee Engagement, Staff Development, Cross Selling, Training Delivery, Team Building, Management, Financial Services
Education
California State University-Fullerton 1998 — 2000
Bachelor of Arts (BA), Psychology
Barstow Community College 1996 — 1998
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Wells Fargo Dealer Services April 2014 - Present
Wells Fargo November 2013 - Present
Wells Fargo Dealer Services September 2012 - Present
Wells Fargo Bank January 2005 - November 2012
Wells Fargo Bank June 2000 - 2005
Skills
Customer Service, Microsoft Excel, Key Performance..., Leadership, Microsoft Office, Strategic Planning, Quality Management, Problem Solving, Coaching, Career Development, Project Coordination, Data Analysis, Process Improvement, Human Resources, Change Management, Sales Management..., Emerging Leaders, Banking, Quality Assurance, Leadership Development, Budgets, Organizational..., Call Centers, Sales, Marketing, Training, Team Leadership, Customer Experience, Insurance, Recruiting, Interviews, Performance Management, Risk Management, Vendor Management, Employee Relations, Customer Satisfaction, Relationship Management, Hiring, Employee Training, Credit, Onboarding, Analysis, Employee Engagement, Staff Development, Cross Selling, Training Delivery, Team Building, Management, Financial Services
Education
California State University-Fullerton 1998 — 2000
Bachelor of Arts (BA), Psychology
Barstow Community College 1996 — 1998
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Michelle Godwin Adams Michelle Godwin Adams's Wells Fargo Experience July 2001 - September 2009
Job Personal/Business Banker
Industry Banking
Experience
Yadkin Bank August 2012 - Present
Fifth Third Bank September 2009 - August 2012
Wells Fargo July 2001 - September 2009
Skills
Microsoft Office, Management, Research, Microsoft Word, Microsoft Excel, Retail Banking, Banking
Education
Barton College 1993 — 1997
Bachelor's degree, Social Studies Teacher Education
Yadkin Bank August 2012 - Present
Fifth Third Bank September 2009 - August 2012
Wells Fargo July 2001 - September 2009
Skills
Microsoft Office, Management, Research, Microsoft Word, Microsoft Excel, Retail Banking, Banking
Education
Barton College 1993 — 1997
Bachelor's degree, Social Studies Teacher Education
Amindi Imoh Amindi Imoh's Wells Fargo Experience May 2009 - August 2009
Job Student at Baruch College, City University of New York
Industry Financial Services
Experience
Harvard Business School August 2015 - August 2015
Goldman Sachs May 2015 - July 2015
Morgan Stanley May 2015 - July 2015
BlackRock April 2015 - April 2015
JPMorgan Chase & Co. October 2013 - December 2013
Wells Fargo Bank January 2011 - March 2012
Wells Fargo May 2009 - August 2009
Wachovia Scholars June 2008 - June 2008
Skills
Retail Banking, Mortgage Banking, Project Management, Business Development, Microsoft Office, Banking, Training, Management, Finance, Risk Management, Sales
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Harvard Business School August 2015 - August 2015
Goldman Sachs May 2015 - July 2015
Morgan Stanley May 2015 - July 2015
BlackRock April 2015 - April 2015
JPMorgan Chase & Co. October 2013 - December 2013
Wells Fargo Bank January 2011 - March 2012
Wells Fargo May 2009 - August 2009
Wachovia Scholars June 2008 - June 2008
Skills
Retail Banking, Mortgage Banking, Project Management, Business Development, Microsoft Office, Banking, Training, Management, Finance, Risk Management, Sales
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Megan O'Neal Megan O'Neal's Wells Fargo Experience October 2011 - August 2012
Job Business Process Consultant at Wells Fargo Home Mortgage
Industry Computer Software
Experience
Wells Fargo Home Mortgage September 2012 - Present
Wells Fargo October 2011 - August 2012
Wells Fargo April 2006 - October 2011
Symphony Information Services 1999 - 2002
Associated Business Consultants d/b/a Sintaurus January 1995 - May 1997
Minnesota Technology, Inc. July 1994 - December 1995
Skills
Business Process..., Business Analysis, Process Improvement, Process Engineering, Change Management, Strategic Planning, Problem Solving, Agile, Data Analysis, Lean Manufacturing, Agile Methodologies, Quality Assurance, Business Process Mapping, Access, Testing, Project Management
Education
Barnard College 1989 — 1993
BS, American History
Wells Fargo Home Mortgage September 2012 - Present
Wells Fargo October 2011 - August 2012
Wells Fargo April 2006 - October 2011
Symphony Information Services 1999 - 2002
Associated Business Consultants d/b/a Sintaurus January 1995 - May 1997
Minnesota Technology, Inc. July 1994 - December 1995
Skills
Business Process..., Business Analysis, Process Improvement, Process Engineering, Change Management, Strategic Planning, Problem Solving, Agile, Data Analysis, Lean Manufacturing, Agile Methodologies, Quality Assurance, Business Process Mapping, Access, Testing, Project Management
Education
Barnard College 1989 — 1993
BS, American History
Lisa Wadeson Lisa Wadeson's Wells Fargo Experience 1999 - 2000
Job Claims Service Representative
Industry Financial Services
Experience
FedEx Express October 2014 - Present
Bank Of The West July 2014 - Present
Farm Bureau Financial Services July 2012 - March 2014
Deluxe Corporation 2001 - 2004
Wells Fargo 1999 - 2000
Skills
10 Key, Call Center, Data Entry, Customer Service, Outlook, Multi-line Phone, Customer Satisfaction, Lotus Notes, Spreadsheets, File Management, Clerical Skills, Filing, Telephone Skills, Insurance
Education
Manhattan Area Technical College 2010 — 2012
Associate's degree, Business Administration
Northwest Technical College 1991 — 1992
Associate's degree, Dental Assisting/Assistant
Barton County Community College
FedEx Express October 2014 - Present
Bank Of The West July 2014 - Present
Farm Bureau Financial Services July 2012 - March 2014
Deluxe Corporation 2001 - 2004
Wells Fargo 1999 - 2000
Skills
10 Key, Call Center, Data Entry, Customer Service, Outlook, Multi-line Phone, Customer Satisfaction, Lotus Notes, Spreadsheets, File Management, Clerical Skills, Filing, Telephone Skills, Insurance
Education
Manhattan Area Technical College 2010 — 2012
Associate's degree, Business Administration
Northwest Technical College 1991 — 1992
Associate's degree, Dental Assisting/Assistant
Barton County Community College
Mark Talbert, MBA, CPIM, C.P.M.'s Wells Fargo Experience June 2009 - Present
Job Supply Chain Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2009 - Present
Wachovia Corporation July 2008 - May 2009
Wachovia Corporation October 2006 - June 2008
Huber Engineered Woods 2004 - 2006
Huber Engineered Woods 2001 - 2004
Huber Engineered Woods 1998 - 2001
PolyGram 1996 - 1998
Knight-Ridder, Inc. (Now McClatchy) 1987 - 1996
Skills
Supply Management, Strategic Sourcing, Process Improvement, Supply Chain Management, Supply Chain, Procurement, Vendor Management, Strategy, Six Sigma, Lean Manufacturing, Purchasing, Cross-functional Team..., Negotiation, Outsourcing, Sourcing, Manufacturing, Continuous Improvement
Education
Barry University
MBA, Minor in Marketing
North Carolina State University
B.S., School of Industrial Engineering
Wells Fargo June 2009 - Present
Wachovia Corporation July 2008 - May 2009
Wachovia Corporation October 2006 - June 2008
Huber Engineered Woods 2004 - 2006
Huber Engineered Woods 2001 - 2004
Huber Engineered Woods 1998 - 2001
PolyGram 1996 - 1998
Knight-Ridder, Inc. (Now McClatchy) 1987 - 1996
Skills
Supply Management, Strategic Sourcing, Process Improvement, Supply Chain Management, Supply Chain, Procurement, Vendor Management, Strategy, Six Sigma, Lean Manufacturing, Purchasing, Cross-functional Team..., Negotiation, Outsourcing, Sourcing, Manufacturing, Continuous Improvement
Education
Barry University
MBA, Minor in Marketing
North Carolina State University
B.S., School of Industrial Engineering
Patti Hlavin Harceg Patti Hlavin Harceg's Wells Fargo Experience April 2008 - Present
Job Vice President, Business Process Consulant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2008 - Present
University of South Carolina Lancaster January 2005 - Present
Wachovia April 2006 - April 2008
Wachovia February 2000 - April 2006
Wachovia July 1996 - February 2000
Household International October 1992 - June 1996
Household International March 1990 - October 1992
Skills
Financial Analysis, Financial Operations, Treasury Management, Vendor Management, Banking, Strategic Planning, Hyperion Enterprise, Corporate Finance, Sarbanes-Oxley Act, Risk Management, Asset Managment, Accounting, Essbase, Equities, Investments, Managerial Finance, Credit, Financial Modeling, Strategic Financial..., Financial Forecasting, Loans, Business Process..., Management, Program Management, Finance, Project Finance, Financial Reporting, Mergers & Acquisitions, Business Analysis, Process Improvement, Auditing, Leadership, Business Process, Financial Services, Variance Analysis
Education
Lake Forest Graduate School of Management 1994 — 1996
MBA, Business
Barat College of DePaul University 1987 — 1989
Bachelors, Accounting and Finance
Antioch Community High School
Wells Fargo April 2008 - Present
University of South Carolina Lancaster January 2005 - Present
Wachovia April 2006 - April 2008
Wachovia February 2000 - April 2006
Wachovia July 1996 - February 2000
Household International October 1992 - June 1996
Household International March 1990 - October 1992
Skills
Financial Analysis, Financial Operations, Treasury Management, Vendor Management, Banking, Strategic Planning, Hyperion Enterprise, Corporate Finance, Sarbanes-Oxley Act, Risk Management, Asset Managment, Accounting, Essbase, Equities, Investments, Managerial Finance, Credit, Financial Modeling, Strategic Financial..., Financial Forecasting, Loans, Business Process..., Management, Program Management, Finance, Project Finance, Financial Reporting, Mergers & Acquisitions, Business Analysis, Process Improvement, Auditing, Leadership, Business Process, Financial Services, Variance Analysis
Education
Lake Forest Graduate School of Management 1994 — 1996
MBA, Business
Barat College of DePaul University 1987 — 1989
Bachelors, Accounting and Finance
Antioch Community High School
Shawn Leonardi, CFA's Wells Fargo Experience September 2014 - Present
Job Director Corporate Market Risk Oversight Private Equity at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
uSTADIUM January 2015 - Present
Beachbody July 2015 - Present
Skills
Equity Valuation, Enterprise Valuation, Alternative Investments, Valuation, Private Equity, Financial Modeling, Hedge Funds, Debt, Financial Analysis, Financial Reporting, Limited Partnerships, Fund Of Funds, Operational Due..., CFA, DCF, Investments, Secondary Market, Company Valuation, Investment Valuation, Business Development, Client Development, Leadership, Data Analysis, Securities, Business Valuation, Portfolio Valuation, Portfolio Management, Leveraged Finance, LBO, Corporate Finance, Equity Research, Equities, Venture Capital, Finance, Financial Services, Financial Statement..., Chartered Financial..., Management, Due Diligence, Analysis, Asset Management
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2006
MBA, Finance
Clemson University 1995 — 1999
BS, Finance
Wells Fargo September 2014 - Present
uSTADIUM January 2015 - Present
Beachbody July 2015 - Present
Skills
Equity Valuation, Enterprise Valuation, Alternative Investments, Valuation, Private Equity, Financial Modeling, Hedge Funds, Debt, Financial Analysis, Financial Reporting, Limited Partnerships, Fund Of Funds, Operational Due..., CFA, DCF, Investments, Secondary Market, Company Valuation, Investment Valuation, Business Development, Client Development, Leadership, Data Analysis, Securities, Business Valuation, Portfolio Valuation, Portfolio Management, Leveraged Finance, LBO, Corporate Finance, Equity Research, Equities, Venture Capital, Finance, Financial Services, Financial Statement..., Chartered Financial..., Management, Due Diligence, Analysis, Asset Management
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2006
MBA, Finance
Clemson University 1995 — 1999
BS, Finance
David Boyce, Jr. David Boyce, Jr.'s Wells Fargo Experience August 2012 - February 2014
Job IT Business Analyst
Industry Information Technology and Services
Experience
Bank of America June 2014 - Present
Wells Fargo August 2012 - February 2014
Allen Law Firm December 2011 - January 2012
Monster Energy July 2009 - December 2011
Carolina Premium Beverage May 2010 - August 2010
Barton College June 2010 - June 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, SharePoint
Education
Barton College 2008 — 2012
Bachelor of Science (BS), Political Science W/Minors in Criminal Justice and History
Bank of America June 2014 - Present
Wells Fargo August 2012 - February 2014
Allen Law Firm December 2011 - January 2012
Monster Energy July 2009 - December 2011
Carolina Premium Beverage May 2010 - August 2010
Barton College June 2010 - June 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, SharePoint
Education
Barton College 2008 — 2012
Bachelor of Science (BS), Political Science W/Minors in Criminal Justice and History
Cristina Savu Cristina Savu's Wells Fargo Experience July 2013 - June 2015
Job Financial Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo July 2013 - June 2015
JPMorgan Chase June 2012 - August 2012
Abbott June 2011 - August 2011
First Midwest Securities, Inc July 2010 - August 2010
Skills
Bloomberg, Accounts Payable, Corporate Finance, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Excel, Banking, Finance, Financial Risk, Valuation, Equities, Bloomberg Terminal, Analysis
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo Securities July 2015 - Present
Wells Fargo July 2013 - June 2015
JPMorgan Chase June 2012 - August 2012
Abbott June 2011 - August 2011
First Midwest Securities, Inc July 2010 - August 2010
Skills
Bloomberg, Accounts Payable, Corporate Finance, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Excel, Banking, Finance, Financial Risk, Valuation, Equities, Bloomberg Terminal, Analysis
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Aymie Castner's Wells Fargo Experience June 2006 — October 2015
Job Analytics Manager at Wells Fargo
Industry Financial Services
Experience
Xceleration October 2015 — Present
Wells Fargo June 2006 — October 2015
QaAssociates 2002 — 2006
Jundt Associates February 2001 — May 2002
Independent Digital Media 1998 — 2001
Skills
Risk Management, Program Management, Vendor Management, Investments, Business Analysis, Management, SDLC, Change Management, Data Analysis, Team Building, Quality Assurance, Process Improvement, Requirements Analysis, Visio, Business Intelligence, Business Process, Marketing, Analysis, Strategy, Project Management, Business Development, MS Project, Business Process..., Financial Analysis, Product Management, Business Strategy, Operations Management, Databases, New Business Development, Mergers & Acquisitions, Leadership, Banking, Software Documentation
Education
Villanova University 2013 — 2013
Certification - Six Sigma Green Belt, Six Sigma certification
Capella University 2006 — 2009
BA, Business - Project Management
City University of New York-Baruch College 2000 — 2002
Business Administration and Management, General
Xceleration October 2015 — Present
Wells Fargo June 2006 — October 2015
QaAssociates 2002 — 2006
Jundt Associates February 2001 — May 2002
Independent Digital Media 1998 — 2001
Skills
Risk Management, Program Management, Vendor Management, Investments, Business Analysis, Management, SDLC, Change Management, Data Analysis, Team Building, Quality Assurance, Process Improvement, Requirements Analysis, Visio, Business Intelligence, Business Process, Marketing, Analysis, Strategy, Project Management, Business Development, MS Project, Business Process..., Financial Analysis, Product Management, Business Strategy, Operations Management, Databases, New Business Development, Mergers & Acquisitions, Leadership, Banking, Software Documentation
Education
Villanova University 2013 — 2013
Certification - Six Sigma Green Belt, Six Sigma certification
Capella University 2006 — 2009
BA, Business - Project Management
City University of New York-Baruch College 2000 — 2002
Business Administration and Management, General
Vinay Maganti's Wells Fargo Experience February 2012 - Present
Job Systems Architect at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo February 2012 - Present
VMware June 2011 - February 2012
Ariba 2006 - 2011
Ariba 2001 - 2006
Lucent Technologies June 1999 - February 2001
Central Maine Power Company February 1999 - June 1999
American Oncology Resources (PWC) November 1998 - February 1999
Washington Gas March 1998 - November 1998
Advest (Coopers & Lybrand) January 1998 - March 1998
Skills
SDLC, Business Intelligence, Oracle, SQL, Software Project..., Data Warehousing, XML, SOA, Enterprise Architecture, Web Services, Data Modeling, PL/SQL, Software Development, Agile Methodologies, Java, .NET, Unix, Microsoft SQL Server, Requirements Analysis, ETL, ERP, Business Process, Integration
Education
San Francisco State University, College of Business 2002 — 2004
MBA
Bangalore University 1990 — 1994
BE, Computer Science
Wells Fargo February 2012 - Present
VMware June 2011 - February 2012
Ariba 2006 - 2011
Ariba 2001 - 2006
Lucent Technologies June 1999 - February 2001
Central Maine Power Company February 1999 - June 1999
American Oncology Resources (PWC) November 1998 - February 1999
Washington Gas March 1998 - November 1998
Advest (Coopers & Lybrand) January 1998 - March 1998
Skills
SDLC, Business Intelligence, Oracle, SQL, Software Project..., Data Warehousing, XML, SOA, Enterprise Architecture, Web Services, Data Modeling, PL/SQL, Software Development, Agile Methodologies, Java, .NET, Unix, Microsoft SQL Server, Requirements Analysis, ETL, ERP, Business Process, Integration
Education
San Francisco State University, College of Business 2002 — 2004
MBA
Bangalore University 1990 — 1994
BE, Computer Science
Shamieka Preston's Wells Fargo Experience 2014 - Present
Job
Industry Online Media
Experience
SP Digital Marketing 2014 - Present
Wells Fargo 2014 - Present
Wells Fargo 2009 - 2013
Wells Fargo 2006 - 2009
ESPN.com 2003 - 2005
ESPN The Magazine April 2001 - 2003
Clear Channel Radio 1996 - 2001
Education
San Francisco State University 2013 — 2013
Professional Development Certificate
Baruch College, City University of New York (CUNY) 1998 — 2000
MBA
Syracuse University 1993 — 1997
Bachelor of Science (BSc)
A Philip Randolph 1989 — 1993
a philip randolph 1989 — 1993
hs diploma
SFSU
Professional development certificate
p.s. 307
SP Digital Marketing 2014 - Present
Wells Fargo 2014 - Present
Wells Fargo 2009 - 2013
Wells Fargo 2006 - 2009
ESPN.com 2003 - 2005
ESPN The Magazine April 2001 - 2003
Clear Channel Radio 1996 - 2001
Education
San Francisco State University 2013 — 2013
Professional Development Certificate
Baruch College, City University of New York (CUNY) 1998 — 2000
MBA
Syracuse University 1993 — 1997
Bachelor of Science (BSc)
A Philip Randolph 1989 — 1993
a philip randolph 1989 — 1993
hs diploma
SFSU
Professional development certificate
p.s. 307
Darnell Wilkerson's Wells Fargo Experience June 2005 - Present
Job
Industry Banking
Experience
Wells Fargo June 2005 - Present
JPMorgan Chase June 1995 - December 2004
Kidder Peabody January 1992 - June 1995
Citi January 1990 - January 1992
Skills
Data Warehousing, SDLC, Business Requirements, Banking, Requirements Gathering, Business Analysis, Visio, Financial Services, Requirements Analysis, ETL, Teradata, Analysis, DB2, IT Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 1981 — 1986
Bachelor of Business Administration (B.B.A.), Computer/Information Technology Administration and Management
Wells Fargo June 2005 - Present
JPMorgan Chase June 1995 - December 2004
Kidder Peabody January 1992 - June 1995
Citi January 1990 - January 1992
Skills
Data Warehousing, SDLC, Business Requirements, Banking, Requirements Gathering, Business Analysis, Visio, Financial Services, Requirements Analysis, ETL, Teradata, Analysis, DB2, IT Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 1981 — 1986
Bachelor of Business Administration (B.B.A.), Computer/Information Technology Administration and Management
Alexandra Alfieri-Weinberg's Wells Fargo Experience July 2015 - Present
Job Senior Vice President at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo July 2015 - Present
Wells Fargo September 2014 - Present
Wells Fargo September 2011 - September 2014
M&T Bank June 2010 - September 2011
Sovereign Bank July 2002 - June 2010
Skills
Credit, Small Business Lending, Portfolio Management, Commercial Banking, Credit Analysis, Loans, Banking, Commercial Lending, Relationship Management, Mortgage Lending, Loan Origination, Asset Based Lending, Commercial Mortgages, Credit Risk, Underwriting
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA
University of Connecticut 1998 — 2002
BA, Communications
Wells Fargo July 2015 - Present
Wells Fargo September 2014 - Present
Wells Fargo September 2011 - September 2014
M&T Bank June 2010 - September 2011
Sovereign Bank July 2002 - June 2010
Skills
Credit, Small Business Lending, Portfolio Management, Commercial Banking, Credit Analysis, Loans, Banking, Commercial Lending, Relationship Management, Mortgage Lending, Loan Origination, Asset Based Lending, Commercial Mortgages, Credit Risk, Underwriting
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA
University of Connecticut 1998 — 2002
BA, Communications
Julia Rhue's Wells Fargo Experience March 2013 - Present
Job Technical & Research Consultant Fiduciary & Regulatory Support Group, Wells Fargo Institutional Retirement and Trust
Industry Banking
Experience
Wells Fargo March 2013 - Present
SPX Corporation January 2011 - February 2013
K&L Gates September 2008 - January 2011
Nexsen Pruet 2007 - 2007
Summer Clerk 2007 - 2007
ACLU of Pennsylvania 2003 - 2005
Legal Momentum 2002 - 2002
Bank Street College 2002 - 2002
Catalyst 2001 - 2001
Leadership Alliance 2001 - 2001
Skills
Employee Benefits, Compliance, Benefits, Insurance, Government, ERISA, Leadership, Management, Legal Compliance, Legal Writing, Legal Research
Education
The George Washington University Law School 2005 — 2008
Doctor of Law (J.D.)
Barnard College 1999 — 2003
Bachelor of Arts (B.A.), Political Science
Heathwood Hall Episcopal School 1995 — 1999
High School Diploma
Wells Fargo March 2013 - Present
SPX Corporation January 2011 - February 2013
K&L Gates September 2008 - January 2011
Nexsen Pruet 2007 - 2007
Summer Clerk 2007 - 2007
ACLU of Pennsylvania 2003 - 2005
Legal Momentum 2002 - 2002
Bank Street College 2002 - 2002
Catalyst 2001 - 2001
Leadership Alliance 2001 - 2001
Skills
Employee Benefits, Compliance, Benefits, Insurance, Government, ERISA, Leadership, Management, Legal Compliance, Legal Writing, Legal Research
Education
The George Washington University Law School 2005 — 2008
Doctor of Law (J.D.)
Barnard College 1999 — 2003
Bachelor of Arts (B.A.), Political Science
Heathwood Hall Episcopal School 1995 — 1999
High School Diploma
Hans Petit-Homme's Wells Fargo Experience March 2006 - January 2012
Job CEO/ Founder of Homme Enterprise, LLC
Industry Professional Training & Coaching
Experience
Homme Enterprise LLC February 2001 - Present
Keller Williams Real Estate November 2013 - July 2014
Highpoint Properties Group May 2004 - May 2014
Wells Fargo March 2006 - January 2012
exit all season 2005 - 2009
exit all season 2005 - 2009
Associated Press 2002 - 2005
exit realty 2002 - 2005
Skills
Finance, Corporate Law, Real Estate, Real Estate Transactions, Entrepreneurship, Investors, Due Diligence, Investment Properties, Social Media Marketing, Selling, Social Networking, Online Advertising, Advertising, Sellers, Marketing, Customer Service, Contract Negotiation, Leadership, Coaching, Public Speaking, Training, Condos, Small Business, Leadership Development, Sales, Online Marketing, Investments
Education
City University of New York-Baruch College 1998 — 2003
Bachelor Business Administration, Finance & Investments
Baruch College, City University of New York (CUNY) 1998 — 2002
Bachelor's degree, Accounting and Finance
Homme Enterprise LLC February 2001 - Present
Keller Williams Real Estate November 2013 - July 2014
Highpoint Properties Group May 2004 - May 2014
Wells Fargo March 2006 - January 2012
exit all season 2005 - 2009
exit all season 2005 - 2009
Associated Press 2002 - 2005
exit realty 2002 - 2005
Skills
Finance, Corporate Law, Real Estate, Real Estate Transactions, Entrepreneurship, Investors, Due Diligence, Investment Properties, Social Media Marketing, Selling, Social Networking, Online Advertising, Advertising, Sellers, Marketing, Customer Service, Contract Negotiation, Leadership, Coaching, Public Speaking, Training, Condos, Small Business, Leadership Development, Sales, Online Marketing, Investments
Education
City University of New York-Baruch College 1998 — 2003
Bachelor Business Administration, Finance & Investments
Baruch College, City University of New York (CUNY) 1998 — 2002
Bachelor's degree, Accounting and Finance
Eric Hoffmann's Wells Fargo Experience 2010 - 2011
Job Business Intelligence Operations Analyst at Carrington Mortgage Services
Industry Financial Services
Experience
Carrington Mortgage Services July 2013 - Present
Promontory Financial Group, LLC July 2012 - January 2013
Wells Fargo 2010 - 2011
Finance Scholars Group 2008 - 2009
Washington Mutual Savings Bank 2006 - 2008
Dominion Bond Rating Services 2002 - 2005
Deutsche Bank 2000 - 2002
Fitch Ratings 1998 - 2000
KPMG, LLC 1997 - 1998
Citigroup 1991 - 1997
Skills
Credit Analysis, Structured Finance, Loss Mitigation, mortgage due diligence, Advanced financial..., Management Consulting, litigation consulting, cash flow modeling, Investor Reporting, project management, Mortgage Servicing, Mortgage Underwriting, Due Diligence, Risk Management, Loans, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 1986 — 1991
Master of Business Administration (MBA), Finance, General
Rensselaer Polytechnic Institute 1979 — 1983
BS, Chemical Engineering
Carrington Mortgage Services July 2013 - Present
Promontory Financial Group, LLC July 2012 - January 2013
Wells Fargo 2010 - 2011
Finance Scholars Group 2008 - 2009
Washington Mutual Savings Bank 2006 - 2008
Dominion Bond Rating Services 2002 - 2005
Deutsche Bank 2000 - 2002
Fitch Ratings 1998 - 2000
KPMG, LLC 1997 - 1998
Citigroup 1991 - 1997
Skills
Credit Analysis, Structured Finance, Loss Mitigation, mortgage due diligence, Advanced financial..., Management Consulting, litigation consulting, cash flow modeling, Investor Reporting, project management, Mortgage Servicing, Mortgage Underwriting, Due Diligence, Risk Management, Loans, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 1986 — 1991
Master of Business Administration (MBA), Finance, General
Rensselaer Polytechnic Institute 1979 — 1983
BS, Chemical Engineering
Monika Rejman's Wells Fargo Experience April 2006 - Present
Job AVP International Operations Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2006 - Present
Wachovia, A Wells Fargo Company April 2004 - March 2006
Skills
Banking, Financial Risk, Risk Management, Management
Education
City University of New York-Baruch College 2001 — 2004
BBA, Business Administration and Management, General
Wells Fargo April 2006 - Present
Wachovia, A Wells Fargo Company April 2004 - March 2006
Skills
Banking, Financial Risk, Risk Management, Management
Education
City University of New York-Baruch College 2001 — 2004
BBA, Business Administration and Management, General
Katherine Wong's Wells Fargo Experience May 2005 - March 2006
Job TPMO Technical Project Management Operations at Bank of America
Industry Banking
Experience
Bank of America February 2012 - Present
Bank of America December 2009 - October 2011
TIAA-CREF March 2009 - November 2009
Bank of America April 2008 - February 2009
Wachovia Securities Financial Network September 2006 - March 2008
Wells Fargo May 2005 - March 2006
Skills
Project Management, Requirements Analysis, Data Warehousing, SDLC, MS Project, Software Development, Vendor Management, PMO, IT Strategy, Change Management, Microsoft Project, Management, CRM
Education
Barnard College 1989 — 2004
Bachelor of Business Administration (BBA), Human Resources Management and Computer Information Systems
Bank of America February 2012 - Present
Bank of America December 2009 - October 2011
TIAA-CREF March 2009 - November 2009
Bank of America April 2008 - February 2009
Wachovia Securities Financial Network September 2006 - March 2008
Wells Fargo May 2005 - March 2006
Skills
Project Management, Requirements Analysis, Data Warehousing, SDLC, MS Project, Software Development, Vendor Management, PMO, IT Strategy, Change Management, Microsoft Project, Management, CRM
Education
Barnard College 1989 — 2004
Bachelor of Business Administration (BBA), Human Resources Management and Computer Information Systems
John Markatis's Wells Fargo Experience
Job Reverse Mortgage Consultant at WELLS FARGO
Industry Banking
Experience
WELLS FARGO
Education
Baruch College, City University of New York (CUNY)
WELLS FARGO
Education
Baruch College, City University of New York (CUNY)
Monika Wilczewska, CPA's Wells Fargo Experience December 2008 - June 2010
Job Principal Examiner at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority September 2013 - Present
Bank of America Merrill Lynch June 2010 - July 2013
Wells Fargo December 2008 - June 2010
Bear Stearns February 2000 - November 2008
Deloitte & Touche October 1997 - January 2000
Skills
Derivatives, Fixed Income, Options, Equity Derivatives, Valuation, Swaps, Risk Management, Product Control, Securities, Structured Finance, Finance, Prime Brokerage
Education
City University of New York-Baruch College - Zicklin School of Business
BS, Accounting
Moscow State Mining University
MS, Constructions of Underground Structures and Mines
Financial Industry Regulatory Authority September 2013 - Present
Bank of America Merrill Lynch June 2010 - July 2013
Wells Fargo December 2008 - June 2010
Bear Stearns February 2000 - November 2008
Deloitte & Touche October 1997 - January 2000
Skills
Derivatives, Fixed Income, Options, Equity Derivatives, Valuation, Swaps, Risk Management, Product Control, Securities, Structured Finance, Finance, Prime Brokerage
Education
City University of New York-Baruch College - Zicklin School of Business
BS, Accounting
Moscow State Mining University
MS, Constructions of Underground Structures and Mines
James Lam's Wells Fargo Experience April 2012 - February 2014
Job Senior Accountant at Siemens Financial Services
Industry Accounting
Experience
Siemens Financial November 2014 - Present
Deutsche Bank February 2014 - November 2014
Wells Fargo April 2012 - February 2014
Credit Suisse September 2007 - January 2012
Deutsche Bank 1998 - 2007
Union Bank of Switzerland June 1988 - June 1998
Skills
Loans, Syndications, Leveraged Finance, Excel, Investment Banking, Middle Office, Banking, Portfolio Management, Capital Markets, Business Analysis, Product Control, Change Management, Back Office, Project Management
Education
City University of New York-Baruch College 1983 — 1987
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Siemens Financial November 2014 - Present
Deutsche Bank February 2014 - November 2014
Wells Fargo April 2012 - February 2014
Credit Suisse September 2007 - January 2012
Deutsche Bank 1998 - 2007
Union Bank of Switzerland June 1988 - June 1998
Skills
Loans, Syndications, Leveraged Finance, Excel, Investment Banking, Middle Office, Banking, Portfolio Management, Capital Markets, Business Analysis, Product Control, Change Management, Back Office, Project Management
Education
City University of New York-Baruch College 1983 — 1987
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Irving Kahn CHTS's Wells Fargo Experience December 2009 - May 2010
Job Experienced Project Mgr, Operations Mgr, and Liaison
Industry Financial Services
Experience
Webster Bank November 2011 - Present
Wells Fargo December 2009 - May 2010
Sterling National Bank January 2001 - June 2009
CIBC Asset Management September 1998 - December 2000
CIT Group January 1989 - September 1998
Skills
Certified in HITECH by..., Commercial Credit..., SDLC, Project Management, IT Strategy, Business Analysis, Disaster Recovery, Process Improvement, Risk Management, Financial Services, Web Project Management, Website Development, Business Process..., Investment Banking, Mortgage Banking, Commercial Banking, Retail Banking, Management, Financial Modeling, Change Management, Information Technology, Financial Risk, Mergers & Acquisitions, Software Project..., Access, Internal Audit, IT Management, Vendor Management, Executive Management, Business Process, Banking, Analysis, Portfolio Management, Software Documentation, Training, Finance, Loans, Accounting, Budgets, Healthcare Information..., Strategic Planning, Cash Management
Education
City University of New York-Baruch College 1988 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
Bronx Community College 2011 — 2011
Certification in HITECH, Healtcare
Barclays Commercial 1990 — 1990
Credit Training
Webster Bank November 2011 - Present
Wells Fargo December 2009 - May 2010
Sterling National Bank January 2001 - June 2009
CIBC Asset Management September 1998 - December 2000
CIT Group January 1989 - September 1998
Skills
Certified in HITECH by..., Commercial Credit..., SDLC, Project Management, IT Strategy, Business Analysis, Disaster Recovery, Process Improvement, Risk Management, Financial Services, Web Project Management, Website Development, Business Process..., Investment Banking, Mortgage Banking, Commercial Banking, Retail Banking, Management, Financial Modeling, Change Management, Information Technology, Financial Risk, Mergers & Acquisitions, Software Project..., Access, Internal Audit, IT Management, Vendor Management, Executive Management, Business Process, Banking, Analysis, Portfolio Management, Software Documentation, Training, Finance, Loans, Accounting, Budgets, Healthcare Information..., Strategic Planning, Cash Management
Education
City University of New York-Baruch College 1988 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
Bronx Community College 2011 — 2011
Certification in HITECH, Healtcare
Barclays Commercial 1990 — 1990
Credit Training
Julie Lugo's Wells Fargo Experience April 1999 - August 2002
Job Corporate Risk Governance
Industry Financial Services
Experience
SunTrust Bank August 2014 - Present
Global Payments November 2012 - August 2014
WorldPay December 2009 - August 2012
WorldPay December 2008 - December 2009
TSYS August 2007 - May 2008
TSYS October 2005 - August 2007
Union Bank September 2002 - July 2005
Wells Fargo April 1999 - August 2002
Skills
Risk Management, Credit Cards, Credit Risk, Issuing, Compliance, Streamlining Operations, ATM networks, Payment Card Processing, Mobile Payments, SWIFT payments, Payment Industry, Process Optimization, Fraud Detection, Internal Investigations, Investigative Research, SAR development, OFAC, KYC, CIP, BSA, USA PATRIOT Act, Product Development, Vendor Management, Contract Negotiation
Education
CUNY York College 2006 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations, Summa Cum Laude
City University of New York-Baruch College 1999 — 2001
Bachelor of Science (B.S.), Business Administration, Management and Operations
SunTrust Bank August 2014 - Present
Global Payments November 2012 - August 2014
WorldPay December 2009 - August 2012
WorldPay December 2008 - December 2009
TSYS August 2007 - May 2008
TSYS October 2005 - August 2007
Union Bank September 2002 - July 2005
Wells Fargo April 1999 - August 2002
Skills
Risk Management, Credit Cards, Credit Risk, Issuing, Compliance, Streamlining Operations, ATM networks, Payment Card Processing, Mobile Payments, SWIFT payments, Payment Industry, Process Optimization, Fraud Detection, Internal Investigations, Investigative Research, SAR development, OFAC, KYC, CIP, BSA, USA PATRIOT Act, Product Development, Vendor Management, Contract Negotiation
Education
CUNY York College 2006 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations, Summa Cum Laude
City University of New York-Baruch College 1999 — 2001
Bachelor of Science (B.S.), Business Administration, Management and Operations
Tavares Barrett's Wells Fargo Experience December 2010 - April 2012
Job IT Regional Training Consultant
Industry Information Technology and Services
Experience
Lennar November 2014 - Present
Lennar May 2014 - Present
Lennar November 2013 - May 2014
IBM June 2013 - November 2013
Wells Fargo December 2010 - April 2012
HCA NFL Division IT&S October 2008 - August 2010
Florida A&M University (DRS) January 2008 - September 2008
Florida State University November 2006 - January 2008
Asysco Inc September 2005 - June 2006
Hummingbird July 2004 - September 2005
Skills
Troubleshooting, Technical Support, Active Directory, Servers, Windows Server, Access, Software Installation, Networking, Help Desk Support, Microsoft Office, Software Documentation, System Administration, Security, Network Administration, Process Improvement, Computer Hardware, TCP/IP, Team Building, Track-It, Employee Training, Public Speaking, Team Leadership, Cross-training, Product Specialists, Organization Skills, Analitical, Professional..., Coaching & Mentoring, ITIL Process..., ITIL Service Strategy, ITIL Implementation, ITIL Certified
Education
Barry University 2003 — 2005
Bachelor's degree, Business Administration and Management, General
Keiser University-Ft Lauderdale 2000 — 2002
Associate of Science (A.S.), E-Commerce Technology
Florida State University 1993 — 1995
Business Administration and Management, General
Coral Gables 1990 — 1993
High School Diploma, General Studies
Lennar November 2014 - Present
Lennar May 2014 - Present
Lennar November 2013 - May 2014
IBM June 2013 - November 2013
Wells Fargo December 2010 - April 2012
HCA NFL Division IT&S October 2008 - August 2010
Florida A&M University (DRS) January 2008 - September 2008
Florida State University November 2006 - January 2008
Asysco Inc September 2005 - June 2006
Hummingbird July 2004 - September 2005
Skills
Troubleshooting, Technical Support, Active Directory, Servers, Windows Server, Access, Software Installation, Networking, Help Desk Support, Microsoft Office, Software Documentation, System Administration, Security, Network Administration, Process Improvement, Computer Hardware, TCP/IP, Team Building, Track-It, Employee Training, Public Speaking, Team Leadership, Cross-training, Product Specialists, Organization Skills, Analitical, Professional..., Coaching & Mentoring, ITIL Process..., ITIL Service Strategy, ITIL Implementation, ITIL Certified
Education
Barry University 2003 — 2005
Bachelor's degree, Business Administration and Management, General
Keiser University-Ft Lauderdale 2000 — 2002
Associate of Science (A.S.), E-Commerce Technology
Florida State University 1993 — 1995
Business Administration and Management, General
Coral Gables 1990 — 1993
High School Diploma, General Studies
Lydia Nunez's Wells Fargo Experience March 2009 - January 2012
Job Control Officer/Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2012 - Present
Wells Fargo March 2009 - January 2012
Merrill Lynch August 2006 - March 2009
Merrill Lynch January 2002 - August 2006
Skills
Series 7, Wealth Management, CRM, Financial Risk, Portfolio Management, Asset Management
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BBA, Business Managment
Credit Suisse January 2012 - Present
Wells Fargo March 2009 - January 2012
Merrill Lynch August 2006 - March 2009
Merrill Lynch January 2002 - August 2006
Skills
Series 7, Wealth Management, CRM, Financial Risk, Portfolio Management, Asset Management
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BBA, Business Managment
Natalie Iarko's Wells Fargo Experience September 2009 - March 2014
Job Project Manager Regulatory Reporting at AxiomSL
Industry Financial Services
Experience
Wells Fargo September 2009 - March 2014
JPMChase May 2000 - October 2009
JPMorgan 2000 - 2008
The Chase Manhattan Bank 2000 - 2002
Morgan Stanley January 1999 - January 2000
CSK Software (Kibo Group) 1998 - 2000
Citibank September 1998 - January 1999
KBC Bank August 1998 - November 1998
Skills
Market Data, Integration, Trading, Investment Banking, Access, Analysis, Business Analysis
Education
Borough of Manhattan Community College 2009 — 2010
EDB, Business Management
Baruch College, City University of New York (CUNY) 1995 — 1997
BA, Business Administration
Wells Fargo September 2009 - March 2014
JPMChase May 2000 - October 2009
JPMorgan 2000 - 2008
The Chase Manhattan Bank 2000 - 2002
Morgan Stanley January 1999 - January 2000
CSK Software (Kibo Group) 1998 - 2000
Citibank September 1998 - January 1999
KBC Bank August 1998 - November 1998
Skills
Market Data, Integration, Trading, Investment Banking, Access, Analysis, Business Analysis
Education
Borough of Manhattan Community College 2009 — 2010
EDB, Business Management
Baruch College, City University of New York (CUNY) 1995 — 1997
BA, Business Administration
Alison Bookstone's Wells Fargo Experience February 2011 - Present
Job Store Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2011 - Present
Wachovia Bank 1995 - 2011
Education
Baruch College
Master of Business Administration (MBA)
Binghamton University - School of Management
Bachelor of Science (BS), Management
Wells Fargo February 2011 - Present
Wachovia Bank 1995 - 2011
Education
Baruch College
Master of Business Administration (MBA)
Binghamton University - School of Management
Bachelor of Science (BS), Management
Paul Benjamin's Wells Fargo Experience June 2014 - Present
Job Director at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo June 2014 - Present
Paul Benjamin Management LLC May 2013 - Present
P. Benjamin LLC September 2011 - Present
Bank of America June 2013 - May 2014
Barclays Capital June 2010 - May 2013
UBS Investment Bank December 2003 - May 2010
ABN AMRO 2001 - 2003
ING January 1999 - December 2001
Furman Selz 1995 - 1998
Skills
Prime Brokerage, Hedge Funds, Equity Derivatives, Swaps, Securities Lending, Fixed Income, Trading Systems, Credit Derivatives, Equities, Middle Office, Capital Markets, Investment Banking, Alternative Investments, Electronic Trading, Options, FX Options, Structured Products, Derivatives, Portfolio Management, Financial Services, SDLC, Market Data, Investments, Back Office, Trading
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Computer information Systems; Finance; Black Studies
Wells Fargo June 2014 - Present
Paul Benjamin Management LLC May 2013 - Present
P. Benjamin LLC September 2011 - Present
Bank of America June 2013 - May 2014
Barclays Capital June 2010 - May 2013
UBS Investment Bank December 2003 - May 2010
ABN AMRO 2001 - 2003
ING January 1999 - December 2001
Furman Selz 1995 - 1998
Skills
Prime Brokerage, Hedge Funds, Equity Derivatives, Swaps, Securities Lending, Fixed Income, Trading Systems, Credit Derivatives, Equities, Middle Office, Capital Markets, Investment Banking, Alternative Investments, Electronic Trading, Options, FX Options, Structured Products, Derivatives, Portfolio Management, Financial Services, SDLC, Market Data, Investments, Back Office, Trading
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Computer information Systems; Finance; Black Studies
Bob Salvucci's Wells Fargo Experience May 2001 - Present
Job Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2001 - Present
JPMorgan Chase 1998 - 2001
Nomura Securities 1988 - 1998
Merrill Lynch 1986 - 1988
GGK, LLP 1984 - 1986
Skills
Fixed Income, Corporate Finance, Auditing, Management, Trading, Accounting, Business Analysis, Finance, Wealth Management, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
BBA, Public Accounting
Wells Fargo May 2001 - Present
JPMorgan Chase 1998 - 2001
Nomura Securities 1988 - 1998
Merrill Lynch 1986 - 1988
GGK, LLP 1984 - 1986
Skills
Fixed Income, Corporate Finance, Auditing, Management, Trading, Accounting, Business Analysis, Finance, Wealth Management, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
BBA, Public Accounting
Kim Jahangir's Wells Fargo Experience May 2011 - Present
Job Hedge Fund Accounting Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2011 - Present
Alternative Investment Solutions November 2009 - August 2011
Citco August 2006 - December 2008
Ivy Asset Management July 2005 - July 2006
GlobeOp Financial Services November 2003 - June 2005
J&W Seligman November 2000 - November 2002
Dreyfus December 1997 - November 2000
Skills
Fund Accounting, Hedge Funds, Securities, Portfolio Management, Derivatives, Mutual Funds, Investments, Fixed Income, Finance, Accounting, Financial Analysis, Financial Reporting, Options, Asset Management, Bloomberg
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Finance
Wells Fargo May 2011 - Present
Alternative Investment Solutions November 2009 - August 2011
Citco August 2006 - December 2008
Ivy Asset Management July 2005 - July 2006
GlobeOp Financial Services November 2003 - June 2005
J&W Seligman November 2000 - November 2002
Dreyfus December 1997 - November 2000
Skills
Fund Accounting, Hedge Funds, Securities, Portfolio Management, Derivatives, Mutual Funds, Investments, Fixed Income, Finance, Accounting, Financial Analysis, Financial Reporting, Options, Asset Management, Bloomberg
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Finance
Shawna Campbell, CIR's Wells Fargo Experience July 2006 - June 2007
Job HR Recruiter at Houston Methodist
Industry Human Resources
Experience
Houston Methodist July 2013 - Present
Sanford Brown College August 2012 - June 2013
Interactive Response Technologies, (IRT) May 2011 - June 2012
Capital One November 2009 - May 2011
Wells Fargo July 2006 - June 2007
Skills
Employee Relations, Benefits Administration, HRIS, Human Resources, New Hire Orientations, Onboarding, Performance Management, Employee Benefits, Recruiting, FMLA, HR Policies, Payroll, PeopleSoft, Oracle HR, SAP, Oracle, Talisma, CampusVue, Accounts Payable, Temporary Placement, Interviews
Education
University of Phoenix 2005 — 2009
Bachelor of Science, Business Administration in HR Management
Houston Community College 2004 — 2005
Certificate, Business Technology
Alief Hastings High School
Barry University
Houston Methodist July 2013 - Present
Sanford Brown College August 2012 - June 2013
Interactive Response Technologies, (IRT) May 2011 - June 2012
Capital One November 2009 - May 2011
Wells Fargo July 2006 - June 2007
Skills
Employee Relations, Benefits Administration, HRIS, Human Resources, New Hire Orientations, Onboarding, Performance Management, Employee Benefits, Recruiting, FMLA, HR Policies, Payroll, PeopleSoft, Oracle HR, SAP, Oracle, Talisma, CampusVue, Accounts Payable, Temporary Placement, Interviews
Education
University of Phoenix 2005 — 2009
Bachelor of Science, Business Administration in HR Management
Houston Community College 2004 — 2005
Certificate, Business Technology
Alief Hastings High School
Barry University
Roberto Landron's Wells Fargo Experience February 1994 - February 2010
Job Operations Manager at St. Agnes Catholic Church
Industry Nonprofit Organization Management
Experience
St. Agnes Catholic Church August 2013 - Present
Florida Community Bank March 2010 - June 2013
Wells Fargo February 1994 - February 2010
Skills
Loans, Small Business Lending, Leadership, Commercial Banking, Commercial Lending, Banking, Retail Banking, Consumer Lending, Credit, Commercial Mortgages, Credit Analysis, Mortgage Lending, Deposits, Branch Management, Cross Selling, Sales
Education
Barry University 2010 — 2015
Master's degree - Currently working on, Pastoral Ministry
Sacred Heart University, Puerto Rico 1989 — 1993
Bachelors Degree in Business and a minor in Marketing, Business Administration, Management and Operations
St. Agnes Catholic Church August 2013 - Present
Florida Community Bank March 2010 - June 2013
Wells Fargo February 1994 - February 2010
Skills
Loans, Small Business Lending, Leadership, Commercial Banking, Commercial Lending, Banking, Retail Banking, Consumer Lending, Credit, Commercial Mortgages, Credit Analysis, Mortgage Lending, Deposits, Branch Management, Cross Selling, Sales
Education
Barry University 2010 — 2015
Master's degree - Currently working on, Pastoral Ministry
Sacred Heart University, Puerto Rico 1989 — 1993
Bachelors Degree in Business and a minor in Marketing, Business Administration, Management and Operations
Lisa Pucci's Wells Fargo Experience June 2015 - Present
Job Officer, Business Systems Consultant, Enterprise Database Management at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2015 - Present
Wells Fargo June 2014 - June 2015
Wells Fargo September 2006 - May 2014
TAC Worldwide April 2005 - September 2006
Oakwood Worldwide February 2002 - January 2005
Oakwood Worldwide February 2000 - February 2002
Oakwood Worldwide November 1998 - February 2000
American Association of Law Libraries September 1997 - October 1998
National Futures Association February 1997 - September 1997
Bank Administration Institute April 1993 - February 1997
Skills
Process Improvement, Customer Relations, Problem Solving, Teacher Training, Budgets, Sales, Project Management, Microsoft Office, Business Analysis, Recruiting, Social Networking, Change Management, Customer Service, Vendor Negotiations, Purchase Management, Forecasting, Negotiation, Project Planning
Education
Barat College of DePaul University 1982 — 1987
BA, Elementary Education/Psychology
Keble College of Oxford University, Oxford England, Centre of Medieval and Renaissance Studies 1985 — 1985
Medieval History
Wells Fargo June 2015 - Present
Wells Fargo June 2014 - June 2015
Wells Fargo September 2006 - May 2014
TAC Worldwide April 2005 - September 2006
Oakwood Worldwide February 2002 - January 2005
Oakwood Worldwide February 2000 - February 2002
Oakwood Worldwide November 1998 - February 2000
American Association of Law Libraries September 1997 - October 1998
National Futures Association February 1997 - September 1997
Bank Administration Institute April 1993 - February 1997
Skills
Process Improvement, Customer Relations, Problem Solving, Teacher Training, Budgets, Sales, Project Management, Microsoft Office, Business Analysis, Recruiting, Social Networking, Change Management, Customer Service, Vendor Negotiations, Purchase Management, Forecasting, Negotiation, Project Planning
Education
Barat College of DePaul University 1982 — 1987
BA, Elementary Education/Psychology
Keble College of Oxford University, Oxford England, Centre of Medieval and Renaissance Studies 1985 — 1985
Medieval History
Venkatesha Manjunatha Gergal's Wells Fargo Experience 2009 - 2010
Job Senior Software Architect, VP at MUFG Americas
Industry Computer Software
Experience
MUFG Americas 2015 - Present
Union Bank April 2011 - Present
Union Bank April 2011 - June 2012
Segula Technologies November 2010 - April 2011
Avoca November 2009 - November 2010
Wells Fargo 2009 - 2010
iGATE Global Solutions January 2007 - October 2009
Sonata Software August 2003 - December 2006
Netnow Software Pvt Ltd April 2000 - July 2003
Skills
Java Enterprise Edition, SOA, Hibernate, Struts, Spring, Web Services, Solution Architecture, EJB, Tomcat, Oracle, SDLC, AJAX, XML, Requirements Analysis, Software Project..., Enterprise Architecture, JMS, SOAP, Integration, E-commerce, Agile Methodologies, Eclipse, Web Applications, Scrum, Servlets, JBoss Application Server, Core Java, JSP, REST, JUnit, SQL, Ant, JDBC, Software Development, Weblogic, JSF, PL/SQL, Business Intelligence, C#, WebSphere, Siteminder, CA Identity Manager
Education
Bangalore University 1995 — 1999
B E, Mechanical
CPC Polytechnic 1991 — 1994
Diploma, Mechanical Engineering
MUFG Americas 2015 - Present
Union Bank April 2011 - Present
Union Bank April 2011 - June 2012
Segula Technologies November 2010 - April 2011
Avoca November 2009 - November 2010
Wells Fargo 2009 - 2010
iGATE Global Solutions January 2007 - October 2009
Sonata Software August 2003 - December 2006
Netnow Software Pvt Ltd April 2000 - July 2003
Skills
Java Enterprise Edition, SOA, Hibernate, Struts, Spring, Web Services, Solution Architecture, EJB, Tomcat, Oracle, SDLC, AJAX, XML, Requirements Analysis, Software Project..., Enterprise Architecture, JMS, SOAP, Integration, E-commerce, Agile Methodologies, Eclipse, Web Applications, Scrum, Servlets, JBoss Application Server, Core Java, JSP, REST, JUnit, SQL, Ant, JDBC, Software Development, Weblogic, JSF, PL/SQL, Business Intelligence, C#, WebSphere, Siteminder, CA Identity Manager
Education
Bangalore University 1995 — 1999
B E, Mechanical
CPC Polytechnic 1991 — 1994
Diploma, Mechanical Engineering
Saurabh Godhwani's Wells Fargo Experience October 2009 - March 2010
Job Business Owner
Industry Retail
Experience
Wells Fargo October 2009 - March 2010
Global Cynex, Inc August 2007 - March 2010
Administaff July 2008 - August 2009
Sun Microsystems December 2007 - June 2008
Bayer HealthCare August 2007 - November 2007
Monster September 2005 - July 2007
PWC September 2002 - August 2005
Skills
Informatica, CRM, OBIEE, Data Warehousing, Siebel, Data Modeling, Business Intelligence, Business Process, DAC, Enterprise Architecture, SDLC, Software Project...
Education
Barkatullah Vishwavidyalaya
Bachelor of Sciences, Electronics and Telecommunication Engineering
University of Oklahoma
Master of Sciences, Electrical and Computer Engineering
Wells Fargo October 2009 - March 2010
Global Cynex, Inc August 2007 - March 2010
Administaff July 2008 - August 2009
Sun Microsystems December 2007 - June 2008
Bayer HealthCare August 2007 - November 2007
Monster September 2005 - July 2007
PWC September 2002 - August 2005
Skills
Informatica, CRM, OBIEE, Data Warehousing, Siebel, Data Modeling, Business Intelligence, Business Process, DAC, Enterprise Architecture, SDLC, Software Project...
Education
Barkatullah Vishwavidyalaya
Bachelor of Sciences, Electronics and Telecommunication Engineering
University of Oklahoma
Master of Sciences, Electrical and Computer Engineering
Gloria Robinson's Wells Fargo Experience May 2006 - September 2009
Job Registered Financial Representative/Business Specialist
Industry Financial Services
Experience
Wells Fargo Bank, N.A. August 2014 - Present
New York Life Insurance Company May 2011 - May 2014
Bloomberg Financial October 2009 - May 2011
Wells Fargo May 2006 - September 2009
Nationwide Financial Network October 2003 - April 2006
Neuberger Berman LLC, New York January 1996 - September 2003
Skills
Leadership, Insurance, Business Development, Management, Retirement Planning, Sales, CRM, Financial Services, Relationship Management, Retirement, Equities, Financial Analysis, Investment Management, Investments, Finance
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Wells Fargo Bank, N.A. August 2014 - Present
New York Life Insurance Company May 2011 - May 2014
Bloomberg Financial October 2009 - May 2011
Wells Fargo May 2006 - September 2009
Nationwide Financial Network October 2003 - April 2006
Neuberger Berman LLC, New York January 1996 - September 2003
Skills
Leadership, Insurance, Business Development, Management, Retirement Planning, Sales, CRM, Financial Services, Relationship Management, Retirement, Equities, Financial Analysis, Investment Management, Investments, Finance
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Joey Hedgepeth's Wells Fargo Experience March 2004 - December 2007
Job IT Financial Analyst at LifeBridge Health
Industry Information Technology and Services
Experience
LifeBridge Health April 2014 - Present
Maxim Healthcare Services March 2012 - December 2013
John Deere January 2012 - November 2013
North Carolina Department of Health and Human Services December 2007 - July 2011
Wells Fargo March 2004 - December 2007
Skills
Customer Service, Microsoft Office, Outlook, Team Building, Public Speaking, Microsoft Excel, Management, Leadership, Account Management, PowerPoint, Sales, Training, Strategic Planning
Education
University of Maryland University College 2014 — 2018
Computer and Information Sciences and Support Services
Barton College 2000 — 2002
Graphic Design
LifeBridge Health April 2014 - Present
Maxim Healthcare Services March 2012 - December 2013
John Deere January 2012 - November 2013
North Carolina Department of Health and Human Services December 2007 - July 2011
Wells Fargo March 2004 - December 2007
Skills
Customer Service, Microsoft Office, Outlook, Team Building, Public Speaking, Microsoft Excel, Management, Leadership, Account Management, PowerPoint, Sales, Training, Strategic Planning
Education
University of Maryland University College 2014 — 2018
Computer and Information Sciences and Support Services
Barton College 2000 — 2002
Graphic Design
Pandora Kangas's Wells Fargo Experience 2009 - 2011
Job Professional at Wells Fargo
Industry Financial Services
Experience
Carlisle and Gallagher 2012 - 2013
Wells Fargo 2009 - 2011
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia, A Wells Fargo Company 2006 - 2008
Wachovia, A Wells Fargo Company 1995 - 2006
Skills
Mortgage, Credit, Strategic Planning, Cross Selling, Mortgage Lending, Creative Development, Customer Acquisition, Analytics, Online Marketing, Customer Experience, Business Development, Finance, Leadership, Creative Direction, Mergers & Acquisitions, Strategy, Loans, Management, Sales
Education
University of North Carolina at Wilmington 2004 — 2006
Master of Business Administration
Bard College at Simon's Rock 1981 — 1985
Bachelor of Arts and Aesthetics
Carlisle and Gallagher 2012 - 2013
Wells Fargo 2009 - 2011
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia, A Wells Fargo Company 2006 - 2008
Wachovia, A Wells Fargo Company 1995 - 2006
Skills
Mortgage, Credit, Strategic Planning, Cross Selling, Mortgage Lending, Creative Development, Customer Acquisition, Analytics, Online Marketing, Customer Experience, Business Development, Finance, Leadership, Creative Direction, Mergers & Acquisitions, Strategy, Loans, Management, Sales
Education
University of North Carolina at Wilmington 2004 — 2006
Master of Business Administration
Bard College at Simon's Rock 1981 — 1985
Bachelor of Arts and Aesthetics
Ishan Trivedi's Wells Fargo Experience May 2008 - August 2008
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC July 2014 - Present
PwC September 2012 - June 2014
Allstate Insurance October 2009 - February 2011
Wells Fargo May 2008 - August 2008
Realogy 2007 - 2007
Education
Baruch College, City University of New York (CUNY) 2011 — 2012
MS, Accounting
Rutgers University-New Brunswick 2005 — 2009
BS, Finance
PwC July 2014 - Present
PwC September 2012 - June 2014
Allstate Insurance October 2009 - February 2011
Wells Fargo May 2008 - August 2008
Realogy 2007 - 2007
Education
Baruch College, City University of New York (CUNY) 2011 — 2012
MS, Accounting
Rutgers University-New Brunswick 2005 — 2009
BS, Finance
Shelly Verbos's Wells Fargo Experience 2005 - 2007
Job Vice President, Business Banking at IBERIABANK
Industry Banking
Experience
IBERIABANK May 2015 - Present
Fifth Third Bank October 2007 - May 2015
Wells Fargo 2005 - 2007
Discover Card 2000 - 2005
SunTrust Bank 1995 - 2000
Skills
Payment Card Processing, Treasury Management, Credit Cards, Electronic Payments, Treasury Services, Banking, Merchant Services, Commercial Banking, Commercial Lending, Payments, Internet Banking, ACH, Cash Management, Financial Services, Relationship Management, Loans
Education
Barry University
Edison Community College
University of South Florida
IBERIABANK May 2015 - Present
Fifth Third Bank October 2007 - May 2015
Wells Fargo 2005 - 2007
Discover Card 2000 - 2005
SunTrust Bank 1995 - 2000
Skills
Payment Card Processing, Treasury Management, Credit Cards, Electronic Payments, Treasury Services, Banking, Merchant Services, Commercial Banking, Commercial Lending, Payments, Internet Banking, ACH, Cash Management, Financial Services, Relationship Management, Loans
Education
Barry University
Edison Community College
University of South Florida
Diane Brill's Wells Fargo Experience September 2012 - March 2014
Job Project Manager/Business Systems Consultant at Wells Fargo Corporation
Industry Information Technology and Services
Experience
Wells Fargo Corporation October 2014 - Present
Wells Fargo September 2012 - March 2014
MetLife August 2011 - October 2012
Advantage Technical Resourcing, Wells Fargo Corporation December 2009 - September 2010
TAC Worldwide Companies April 2008 - August 2008
Wachovia Corporation January 2005 - June 2007
Wachovia Corp 1991 - 2007
Wachovia Corp February 2001 - January 2005
Wachovia Corp February 2000 - February 2001
Wachovia Corp November 1996 - February 2000
Skills
Business Analysis, Project Management, MS Project, PMO, Program Management, Risk Management, SharePoint, Process Improvement, IT Strategy, Business Process..., Management, ITIL, Leadership
Education
Barton College 1987 — 1991
BS, Business Admin/Computer Information Systems
Barton College 1987 — 1991
B.S. Degree; concentrating, Business Administration; Computer Information Systems
Wells Fargo Corporation October 2014 - Present
Wells Fargo September 2012 - March 2014
MetLife August 2011 - October 2012
Advantage Technical Resourcing, Wells Fargo Corporation December 2009 - September 2010
TAC Worldwide Companies April 2008 - August 2008
Wachovia Corporation January 2005 - June 2007
Wachovia Corp 1991 - 2007
Wachovia Corp February 2001 - January 2005
Wachovia Corp February 2000 - February 2001
Wachovia Corp November 1996 - February 2000
Skills
Business Analysis, Project Management, MS Project, PMO, Program Management, Risk Management, SharePoint, Process Improvement, IT Strategy, Business Process..., Management, ITIL, Leadership
Education
Barton College 1987 — 1991
BS, Business Admin/Computer Information Systems
Barton College 1987 — 1991
B.S. Degree; concentrating, Business Administration; Computer Information Systems
turrochelle mceachern's Wells Fargo Experience September 2012 - Present
Job Service Manager at Wells Fargo
Industry Mental Health Care
Experience
Wells Fargo September 2012 - Present
a plus results indpendent living services September 2008 - Present
Skills
Microsoft Excel, Budgets, Microsoft Office, Accounting, Financial Reporting, Strategic Planning, PowerPoint, Non-profits, Microsoft Word, Managerial Finance, Financial Analysis, Customer Service, Change Management, Forecasting, Payroll, Process Improvement, Accounts Payable, Coaching, Management, Accounts Receivable
Education
Barton College
Bachelor of Science (BS), Accounting
Strayer University-Utah
Master of Business Administration (MBA), Business Administration, Management and Operations
Wells Fargo September 2012 - Present
a plus results indpendent living services September 2008 - Present
Skills
Microsoft Excel, Budgets, Microsoft Office, Accounting, Financial Reporting, Strategic Planning, PowerPoint, Non-profits, Microsoft Word, Managerial Finance, Financial Analysis, Customer Service, Change Management, Forecasting, Payroll, Process Improvement, Accounts Payable, Coaching, Management, Accounts Receivable
Education
Barton College
Bachelor of Science (BS), Accounting
Strayer University-Utah
Master of Business Administration (MBA), Business Administration, Management and Operations
Michael Gnankou Goth's Wells Fargo Experience July 2012 - September 2012
Job 10 Key Enthusiast
Industry Real Estate
Experience
Hubbell Homes April 2014 - Present
Hubbell Realty Company May 2013 - March 2014
Liberty Tire Recycling March 2013 - May 2013
Colorfx January 2013 - February 2013
Wells Fargo July 2012 - September 2012
Pine Ridge Farms, LLC April 2012 - June 2012
Skills
Microsoft Office, Banking, Financial Reporting, Accounting, Mortgage Servicing, Financial Modeling, Microsoft Excel, Loans, Financial Analysis, Auditing, Microsoft Word, Access, PowerPoint, Loss Mitigation, Strategic Planning, Real Estate, Customer Service, Process Improvement, Management, Leadership, Budgets, Time Management, Project Management, General Ledger, Accounts Payable, Account Reconciliation, Team Building, Insurance, GAAP, Payroll, Finance, Journal Entries, Financial Accounting, Cash Management, Team Leadership, Cash Flow, Accounts Receivable, Account Management, Management Consulting, Variance Reports, Sage, Depreciation, New Markets Tax Credits
Education
Penn State University 2012 — 2015
Bachelor's degree, Risk management
Baruch College, City University of New York (CUNY) 2010 — 2012
CUNY New York City College of Technology 2008 — 2010
Associate's degree, Accounting
Hubbell Homes April 2014 - Present
Hubbell Realty Company May 2013 - March 2014
Liberty Tire Recycling March 2013 - May 2013
Colorfx January 2013 - February 2013
Wells Fargo July 2012 - September 2012
Pine Ridge Farms, LLC April 2012 - June 2012
Skills
Microsoft Office, Banking, Financial Reporting, Accounting, Mortgage Servicing, Financial Modeling, Microsoft Excel, Loans, Financial Analysis, Auditing, Microsoft Word, Access, PowerPoint, Loss Mitigation, Strategic Planning, Real Estate, Customer Service, Process Improvement, Management, Leadership, Budgets, Time Management, Project Management, General Ledger, Accounts Payable, Account Reconciliation, Team Building, Insurance, GAAP, Payroll, Finance, Journal Entries, Financial Accounting, Cash Management, Team Leadership, Cash Flow, Accounts Receivable, Account Management, Management Consulting, Variance Reports, Sage, Depreciation, New Markets Tax Credits
Education
Penn State University 2012 — 2015
Bachelor's degree, Risk management
Baruch College, City University of New York (CUNY) 2010 — 2012
CUNY New York City College of Technology 2008 — 2010
Associate's degree, Accounting
Natalia Besanu's Wells Fargo Experience June 2013 - Present
Job Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
Credit Suisse November 2012 - May 2013
JPMorgan Chase June 2012 - August 2012
Peller and Company February 2012 - April 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Bloomberg, Credit, Accounting, Finance, Real Estate, Portfolio Management, Corporate Finance, Loans, Valuation, PowerPoint
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Wells Fargo June 2013 - Present
Credit Suisse November 2012 - May 2013
JPMorgan Chase June 2012 - August 2012
Peller and Company February 2012 - April 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Bloomberg, Credit, Accounting, Finance, Real Estate, Portfolio Management, Corporate Finance, Loans, Valuation, PowerPoint
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Sarah DeAngelis's Wells Fargo Experience February 2015 - Present
Job Research/Remediation Analyst at Wells Fargo
Industry Real Estate
Experience
Wells Fargo February 2015 - Present
Wells Fargo July 2013 - January 2015
Wells Fargo April 2011 - July 2013
Iowa Realty September 2011 - December 2011
Wells Fargo April 2011 - September 2011
Language Exchange Inc. May 1997 - September 2011
Education
Barnard College
BA, History/English
Drake University
JD, Law
University of Illinois at Chicago
Teaching certificate, MA in advanced education
Wells Fargo February 2015 - Present
Wells Fargo July 2013 - January 2015
Wells Fargo April 2011 - July 2013
Iowa Realty September 2011 - December 2011
Wells Fargo April 2011 - September 2011
Language Exchange Inc. May 1997 - September 2011
Education
Barnard College
BA, History/English
Drake University
JD, Law
University of Illinois at Chicago
Teaching certificate, MA in advanced education
Ashley LeBlanc's Wells Fargo Experience September 2011 - August 2012
Job
Industry Financial Services
Experience
Wells Fargo September 2011 - August 2012
Golish Financial Group January 2011 - May 2011
Skills
Leadership, Management, Business Development, Finance, CRM, Sales, Investments, Insurance, Marketing, Risk Management, Strategic Planning, Sales Management, Customer Service, Loans, Accounting, Financial Analysis, Research, Portfolio Management, Financial Services, Executive Management, Banking, International Business
Education
Barry University
BBA, Finance
Louisiana State University
International Business
Wells Fargo September 2011 - August 2012
Golish Financial Group January 2011 - May 2011
Skills
Leadership, Management, Business Development, Finance, CRM, Sales, Investments, Insurance, Marketing, Risk Management, Strategic Planning, Sales Management, Customer Service, Loans, Accounting, Financial Analysis, Research, Portfolio Management, Financial Services, Executive Management, Banking, International Business
Education
Barry University
BBA, Finance
Louisiana State University
International Business
Maria E Diaz's Wells Fargo Experience November 2000 - December 2009
Job Vice President at BB&T
Industry Financial Services
Experience
BB&T March 2010 - Present
Wells Fargo November 2000 - December 2009
SunTrust Bank November 1978 - November 2000
Skills
Trust and Financial...
Education
Barry University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
BB&T March 2010 - Present
Wells Fargo November 2000 - December 2009
SunTrust Bank November 1978 - November 2000
Skills
Trust and Financial...
Education
Barry University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Christine Kustermann's Wells Fargo Experience November 1998 - Present
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo November 1998 - Present
Wachovia, A Wells Fargo Company November 1998 - October 2013
Skills
Mortgage Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Mortgage Banking, Portfolio Management, Refinance
Education
Barry University 1997 — 1999
Bachelor's of Business
Wells Fargo November 1998 - Present
Wachovia, A Wells Fargo Company November 1998 - October 2013
Skills
Mortgage Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Mortgage Banking, Portfolio Management, Refinance
Education
Barry University 1997 — 1999
Bachelor's of Business
Joseph Nealis's Wells Fargo Experience September 2008 - January 2013
Job Patient billing cust service rep at LabCorp
Industry Banking
Experience
LabCorp March 2013 - Present
Wells Fargo September 2008 - January 2013
HSBC August 2005 - September 2008
GC Services June 2003 - August 2005
US Army June 1999 - June 2002
Skills
Microsoft Office, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Negotiation, Editing, Team Building, Accounting
Education
University of Phoenix 2009 — 2011
Bachelor's degree, Accounting
Barton County Community College 2002 — 2003
Associate's degree, General Studies
LabCorp March 2013 - Present
Wells Fargo September 2008 - January 2013
HSBC August 2005 - September 2008
GC Services June 2003 - August 2005
US Army June 1999 - June 2002
Skills
Microsoft Office, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Negotiation, Editing, Team Building, Accounting
Education
University of Phoenix 2009 — 2011
Bachelor's degree, Accounting
Barton County Community College 2002 — 2003
Associate's degree, General Studies
Delarin Finch's Wells Fargo Experience June 2009 - Present
Job Collector III at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2009 - Present
Century Finance August 2007 - May 2009
Education
Barton College 2011 — 2013
in progress, Business Management
Wells Fargo June 2009 - Present
Century Finance August 2007 - May 2009
Education
Barton College 2011 — 2013
in progress, Business Management
Priya Ramlochan's Wells Fargo Experience June 2013 - Present
Job Service Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
Wells Fargo October 2012 - June 2013
Wells Fargo January 2011 - October 2012
Skills
Loans, Banking, Credit, Risk Management, Customer Service, Microsoft Excel, Outlook, Customer Satisfaction, Consumer Lending, Sales, Retail Banking, Microsoft Word, Cross Selling, Microsoft Office, Access, Small Business Lending, Commercial Banking, Team Leadership, Commercial Lending
Education
City University of New York-Baruch College 2005 — 2009
Banking, Corporate, Finance, and Securities Law
Lehman hs
Wells Fargo June 2013 - Present
Wells Fargo October 2012 - June 2013
Wells Fargo January 2011 - October 2012
Skills
Loans, Banking, Credit, Risk Management, Customer Service, Microsoft Excel, Outlook, Customer Satisfaction, Consumer Lending, Sales, Retail Banking, Microsoft Word, Cross Selling, Microsoft Office, Access, Small Business Lending, Commercial Banking, Team Leadership, Commercial Lending
Education
City University of New York-Baruch College 2005 — 2009
Banking, Corporate, Finance, and Securities Law
Lehman hs
Ashley Drennan's Wells Fargo Experience March 2006 - July 2013
Job Branch Manager at PNC
Industry Financial Services
Experience
PNC March 2015 - Present
PNC July 2013 - Present
Wells Fargo March 2006 - July 2013
Belk 2004 - 2006
Skills
Retail Banking, Sales, Customer Service, Building Relationships, Marketing, Management, Customer Retention, Team Leadership, Credit, Team Building, Consumer Lending, Mortgage Lending, Small Business Lending, Risk Management
Education
Barton College 2001 — 2003
Studied Sports Management/Minor in Business
Bishop McGuinnis High 1998 — 2001
High School Diploma
PNC March 2015 - Present
PNC July 2013 - Present
Wells Fargo March 2006 - July 2013
Belk 2004 - 2006
Skills
Retail Banking, Sales, Customer Service, Building Relationships, Marketing, Management, Customer Retention, Team Leadership, Credit, Team Building, Consumer Lending, Mortgage Lending, Small Business Lending, Risk Management
Education
Barton College 2001 — 2003
Studied Sports Management/Minor in Business
Bishop McGuinnis High 1998 — 2001
High School Diploma
Kenny Rodriguez's Wells Fargo Experience May 2014 - Present
Job Personal Banker
Industry Banking
Experience
Wells Fargo May 2014 - Present
New York Sports Club January 2012 - Present
T-Mobile November 2008 - July 2011
Verizon Wireless March 2007 - March 2008
Skills
Dedicated, driven..., CRM, Management, Sales
Education
Baruch College, City University of New York (CUNY) 2004 — 2009
Bachelor of Arts (BA), Psychology
Wells Fargo May 2014 - Present
New York Sports Club January 2012 - Present
T-Mobile November 2008 - July 2011
Verizon Wireless March 2007 - March 2008
Skills
Dedicated, driven..., CRM, Management, Sales
Education
Baruch College, City University of New York (CUNY) 2004 — 2009
Bachelor of Arts (BA), Psychology
Nicholas DeSousa's Wells Fargo Experience July 2014 - Present
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Management Planning, Inc. July 2013 - February 2014
U.S. Trust December 2005 - July 2013
Skills
Series 7, Series 24, Series 66, Series 63, Relationship Management, Strategic Planning, Client Focus, Market Analysis, Private Banking, Consultative Selling..., Cross Selling, Trusted Business Partner, Cross-functional Team..., Brand Management, Customer Service, Mortgage Lending, Commercial Lending, Securities Lending, Microsoft Office, Military, Negotiation, Networking, Valuation, Volunteering, CT Real Estate License, Bloomberg Terminal, Team Building, Building Relationships, Leadership, Wealth Management, Portfolio Management, Investments, Banking, Investment Management, Credit, CRM, Wealth Management..., Investment Strategies, Loans, High Net Worth..., Financial Advisory, Selling, Uniform Combined State..., Options, Executive Management, Sales, Securities, Asset Allocation, Mutual Funds
Education
University of Connecticut 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Baruch College, City University of New York (CUNY)
Bachelor's degree, Political Science and Government
Northern Virginia Community College
Associate's degree, Business Administration and Management, General
Wells Fargo July 2014 - Present
Management Planning, Inc. July 2013 - February 2014
U.S. Trust December 2005 - July 2013
Skills
Series 7, Series 24, Series 66, Series 63, Relationship Management, Strategic Planning, Client Focus, Market Analysis, Private Banking, Consultative Selling..., Cross Selling, Trusted Business Partner, Cross-functional Team..., Brand Management, Customer Service, Mortgage Lending, Commercial Lending, Securities Lending, Microsoft Office, Military, Negotiation, Networking, Valuation, Volunteering, CT Real Estate License, Bloomberg Terminal, Team Building, Building Relationships, Leadership, Wealth Management, Portfolio Management, Investments, Banking, Investment Management, Credit, CRM, Wealth Management..., Investment Strategies, Loans, High Net Worth..., Financial Advisory, Selling, Uniform Combined State..., Options, Executive Management, Sales, Securities, Asset Allocation, Mutual Funds
Education
University of Connecticut 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Baruch College, City University of New York (CUNY)
Bachelor's degree, Political Science and Government
Northern Virginia Community College
Associate's degree, Business Administration and Management, General
Alecia Kemp's Wells Fargo Experience September 2009 - May 2010
Job Legal Clerk at Professional Company
Industry Banking
Experience
Professional Company May 2015 - Present
Randolph Brooks Federal Credit Union November 2014 - February 2015
Bank of America May 2011 - June 2013
USAA August 2010 - May 2011
USAA May 2010 - December 2010
Wells Fargo September 2009 - May 2010
Skills
Mortgage Lending, Credit, Loss Mitigation, Loan Origination, Underwriting, Call Centers, FHA, Customer Service, Mortgage Banking, Loans, Leadership, Credit Analysis
Education
Barstow Community College 2005 — 2007
Associate's degree, Business Administration and Management, General
Professional Company May 2015 - Present
Randolph Brooks Federal Credit Union November 2014 - February 2015
Bank of America May 2011 - June 2013
USAA August 2010 - May 2011
USAA May 2010 - December 2010
Wells Fargo September 2009 - May 2010
Skills
Mortgage Lending, Credit, Loss Mitigation, Loan Origination, Underwriting, Call Centers, FHA, Customer Service, Mortgage Banking, Loans, Leadership, Credit Analysis
Education
Barstow Community College 2005 — 2007
Associate's degree, Business Administration and Management, General
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank