Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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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
Rewards Network July 2012 - Present
North Texas Center for Pain Management February 2015 - August 2015
J.Hilburn January 2015 - August 2015
Van Tuyl Group, Inc. August 2011 - May 2012
Stonebridge United Methodist Church January 2010 - May 2011
Wells Fargo 2003 - 2005
Skills
Sales, Public Speaking, Social Media Marketing, Media Relations, Journalism, Marketing, Training, Employee Training, Business Analysis, Data Analytics, Cold Calling Experience, Account Management, Cold Calling, Customer Service, Leadership, Management, Marketing Strategy, Public Relations, Sales Management, Selling, Social Media, Strategic Planning, Team Building
Education
University of Central Oklahoma 1999 — 2002
Bachelor of Arts (B.A.), Business/Corporate Communications
Western Oklahoma State College 1998 — 1999
General Studies
BullBear Analytics June 2013 - Present
PJS January 2011 - June 2013
Wells Fargo July 2007 - May 2008
United States Air Force September 2000 - August 2004
Skills
Financial Modeling, Valuation, Management, Leadership, Budgets, Marketing, Financial Analysis, Private Equity, Venture Capital, Technical Analysis, Portfolio Management, Risk Management, Banking, Equities, Capital Markets, Commercial Real Estate, Fixed Income, Derivatives, Market Research, Digital Currencies, bitcoin, altcoins
Education
University of Colorado Boulder - Leeds School of Business 2008 — 2010
MBA, Finance and Entrepreneurship
University of Colorado Boulder 2004 — 2007
Bachelor's Degree, Economics and Political Science
Lake Travis High School 1996 — 1999
Northwestern University 1998 — 1998
Northwestern University Debate Institute
Wells Fargo March 2015 - Present
Red Hat March 2014 - Present
Hewlett-Packard November 2013 - March 2014
Hewlett-Packard May 2012 - October 2013
Hewlett-Packard May 2006 - May 2012
Hewlett-Packard August 2003 - May 2006
Procter & Gamble January 1999 - August 2003
Skills
Cloud Computing, Unix, Linux, Servers, Disaster Recovery, Enterprise Software, Software Development, IT Service Management, Virtualization, HP, Solution Architecture, Service Delivery, Perl, Pre-sales, Software Documentation, System Deployment, Enterprise Architecture, Web Development, Negotiation, Integration, HP-UX, Information Security, Solaris, Operating Systems, Enterprise Architecture..., Service Development, Cloud Technologies, Computer Security, Agile Methodologies, Communication &..., Docker, Python, OpenStack, Ruby
Education
University of Cincinnati 1996 — 1999
Computer Science, Philosophy, Political Science
Wells Fargo September 2014 - Present
Wells Fargo Bank November 2010 - Present
Skills
Credit, Banking, Credit Analysis, Retail Banking, Financial Statement..., Relationship Management, Customer Service, Account Management, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Sales, Leadership
Education
University of Central Florida - College of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Florida 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Epsilon September 2015 - Present
Wells Fargo May 2014 - August 2015
Systena America Inc. February 2014 - April 2014
Illegal Pete's 2010 - 2013
Driver's Education Academy 2009 - 2010
Rich Software Inc. March 2007 - February 2009
Skills
Quality Assurance, SDLC, XML, HP Quality Center, SQL, Actional Team Server, JavaScript, Java, Python, C++, HTML5, CSS, Data Analysis, Microsoft Excel, Software Installation, Hardware Installation, Microsoft Office, Learning Quickly, Self Motivated, Highly personable, Positive Team Player, Work Well Independently, Customer Service, Reliable, QuickBooks, Adaptable to Changes, Management, Customer Interaction
Education
University of Colorado Boulder 2009 — 2013
BS, Mathematics
Wells Fargo April 2012 - Present
Seminole State College of Florida August 2009 - January 2012
Ghyabi & Associates April 2008 - June 2009
Skills
Engineering, AutoCAD, Microstation, Civil Engineering, Project Estimation, Project Management, Road, SAS, Python, SPSS, SQL,..., CAD, Feasibility Studies, Construction, Construction Management, Project Planning, PowerPoint
Education
California State University- eastbay 2012 — 2014
Master of Science (MS), Biostatistics
University of Central Florida 2004 — 2008
Civil Engineering
Wells Fargo 2014 - Present
Wells Fargo 2013 - 2014
Skills
Selenium, QTP, Automation, VBScript, Ruby, TestNG, Java, Awetest, Quality Center, Agile Methodologies, C, UFT, JIRA, Testing, Eclipse, RubyMine, C++, C#, Tortoise SVN, Software Quality..., SDLC, ALM, Regression Testing, Unix, SQL, JUnit, Manual Testing, User Acceptance Testing, System Testing, Test Cases, Test Management, Requirements Analysis, XML, Quality Assurance, Web Services, Integration, Performance Testing, Visual Studio, Visual Basic, LoadRunner, Visio, SOA, Java Enterprise Edition, Databases, Ant, JavaScript, Test Planning, Software Project..., Test Automation, Microsoft SQL Server
Education
University of Central Oklahoma
Bachelor of Science (B.S.), Engineering
Blizzard Entertainment August 2011 - Present
Wells Fargo February 2008 - August 2011
Staples August 2004 - August 2011
Skills
Software Documentation, Quality Assurance, Visio, Windows, Microsoft Office, Troubleshooting, Technical Support, Customer Service, Team Leadership, Video Games, Software Quality..., Windows 7, SharePoint, HTML, SQL
Education
University of Central Florida
Janssen's Mat-Su Funeral Home September 2015 - Present
Wasilla Lions Club May 2014 - Present
Mat-Su Sertoma Club May 2014 - Present
Valley Hospice Resources August 2013 - Present
Sacred Heart Catholic Church January 2013 - Present
Legacy Funeral Homes September 2014 - September 2015
Valley Funeral Home & Crematory December 2010 - February 2014
Wells Fargo January 2008 - December 2010
Francisco's Mortuary Service January 2007 - October 2007
West Telecommunications September 2002 - March 2006
Skills
Nonprofits, Volunteering, Customer Service, Credit, Insurance, Sales, Coaching, Public Relations
Education
University of Central Oklahoma 2004 — 2007
Bachelor of Science, Funeral Science
SLS January 2014 - Present
Midland Mortgage, a Division of Midfirst Bank September 2009 - January 2014
Wells Fargo July 2008 - July 2009
Coach’s Brewery & Restaurant September 2005 - June 2008
Skills
Credit, Loans, Banking, Mortgage Banking, Refinance, FHA, Residential Mortgages, PowerPoint, Microsoft Office, Microsoft Word, USDA, VA loans, Social Networking, Public Speaking, Loss Mitigation, Foreclosures, Credit Analysis, Loan Servicing, Mortgage Servicing, Loan Modifications, FHA financing, Consumer Lending, Relationship Management, Loan Origination, Mortgage Underwriting, Management
Education
University of Central Oklahoma 2005 — 2007
Bachelor of Science (BS), Marketing
Oklahoma Energy Resource Board (OERB) 2012 — 2013
Petro Tech Certification, Land, Geology, and Engineering Technician, Oil and Gas
University of Oklahoma 2003 — 2005
Wells Fargo June 2007 - Present
Skills
Credit Analysis, Commercial Lending, Underwriting, New Business Development, Cross Selling, Commercial Banking, Financial Analysis, Portfolio Management, Loans, Credit, Cash Management, Business Development, Financial Services, Sales, Banking
Education
University of Florida - Warrington College Of Business 2006 — 2007
Master's degree, International Business
University of Central Florida - College of Business Administration 2001 — 2005
BSBA, Finance
University of Phoenix November 2009 - April 2015
Watch Me Learn Preschool March 2008 - July 2008
State Farm Insurance September 2007 - March 2008
Patriot Federal Credit Union September 2004 - January 2007
BB&T June 2001 - May 2004
Wells Fargo January 2000 - November 2000
Wells Fargo January 1998 - January 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Higher Education, Leadership, Staff Development
Education
University of Phoneix-Albuquerque Campus 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Cincinnati College of Business 1988 — 1992
Bachelor of Science, Marketing/Management
State of Ohio Property/Casualty Insurance License
Wells Fargo April 2015 - Present
Wells Fargo December 2012 - March 2015
Wells Fargo January 2012 - November 2012
Broadway Toyota-Scion April 2010 - December 2011
Viox & Viox, Inc. January 2008 - April 2008
Design Collective, Inc. June 2007 - December 2007
Walt Disney Imagineering June 2006 - December 2006
American Consulting Engineers, Inc. December 2005 - March 2006
Southwest Financial Services, Ltd. June 2005 - September 2005
Skills
Banking, Customer Service, Financial Services, Credit, GIS, Photoshop, Loans, Networking, SketchUp, Microsoft Office, AutoCAD, 3D Studio Max, Sales
Education
University of Cincinnati 2004 — 2009
Bachelor of Urban Planning
Oak Hills High School 1999 — 2003
QuantumClean September 2013 - Present
Robyn Rosenboom Productions September 2005 - Present
American Express October 2010 - May 2013
USAA February 2009 - May 2010
Wells Fargo March 2005 - September 2008
Wells Fargo July 2003 - March 2005
Life Skills July 2001 - December 2002
CBS News Channel 5-KGWN January 2000 - July 2001
Skills
Training, Employee Training, Leadership, Instructional Design, E-Learning, Coaching, Instructor-led Training, Employee Engagement, Training Facilitation, Project Management, Videography, Blended Learning, Photography, Training Delivery, Adult Learning Theory, Needs Analysis, Program Management, Video Production, Human Resources, Situational Leadership, Learning Management, Video Editing, Captivate, Team Building, Curriculum Design, Experiential Learning, Virtual Training, True Colors, Multimedia, Cross Cultural..., eLearning, Adobe Premiere Pro CS6, Adobe Captivate CS6
Education
Central Missouri State University 1995 — 1998
Bachelor's degree, Mass Communication/Media Studies
Parkway South High School 1991 — 1994
In transition, currently exploring full time leadership opportunities in Colorado Springs and Denver August 2013 - Present
Travelers 2011 - August 2013
Travelers 2007 - 2011
Wells Fargo 2001 - 2007
Current USA, Inc. 1993 - 2001
Skills
Customer Service, Business Analysis, Leadership, Risk Management, Process Improvement, Insurance, Strategy, Management, Cross-functional Team..., Team Leadership, Operations Management, Call Centers, Analysis, Vendor Management, Six Sigma, Quality Assurance, Coaching, General Insurance, Property & Casualty..., Claims Management, Commercial Insurance, Employee Engagement, Employee Recognition, Development Of Employees, Visionary, Forward Thinking, Multi Unit Management, Project Management, Mortgage Lending, Mortgage Servicing, P&L Management, Operating Budgets, Leadership Development, Manufacturing..., PerformancePPPP, Performance Management, Key Performance..., Mortgage Banking
Education
University of Colorado at Boulder
Bachelors of Science, Double Major: Accounting and Information Technology
Dell June 2015 - Present
CONEXIS, a division of WageWorks, Inc. March 2015 - June 2015
Ericsson August 2013 - February 2015
Ericsson May 2011 - August 2013
Wells Fargo August 2010 - June 2011
TrendSource Inc September 2009 - December 2010
Wyndham Vacation Ownership October 2006 - May 2010
Wyndham Worldwide December 2006 - December 2008
Interstate Hotels & Resorts February 2001 - October 2006
Skills
Social Networking, Event Planning, Customer Service, Public Relations, Recruiting, Microsoft Excel, Team Leadership, Account Management, Program Management, Training, Project Management, Project Planning, Contract Negotiation, Team Building, Management, Analysis, Time Management, Process Scheduler, Budgets, Data Analysis, Leadership, Forecasting, Human Resources, Microsoft Office, Access, Process Improvement
Education
University of Central Florida - College of Business Administration
Bachelor of Business Administration (BBA), Management Information Systems and Services
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo August 2013 - October 2014
Macy's July 2009 - July 2013
Bealls March 2006 - July 2009
Target July 2004 - March 2006
Skills
Loss Prevention, Investigation, Fraud, Store Operations, Organized Retail Crime, Surveillance, Outlook, CCTV, Internal Investigations, Organized Crime, Interrogation, Workplace Violence, Partnerships, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Auditing, Interviews
Education
University of Central Florida 2008 — 2011
4Sight Search January 2014 - Present
Land O'Lakes January 2012 - February 2014
Up 'til 2 September 2005 - September 2012
Celarity August 2009 - December 2011
Wells Fargo April 2009 - August 2009
fahrenHEIGHT360 November 2006 - March 2009
Sun Country Airlines November 2005 - May 2006
Skills
Recruiting, Talent Acquisition, Human Resources, Applicant Tracking..., Sales, Marketing, College Recruiting, Cold Calling, Sourcing, Networking, Social Media, Presentations, Interviews, Talent Management, Temporary Placement, Event Planning, Career Development, Copywriting, Onboarding, Account Management, Training, Management, Employee Relations, Business Development, Coaching, Hiring, Career Counseling, Technical Recruiting, Employer Branding, Project Management, Internet Recruiting, Advertising, Resume Writing, HRIS, Executive Search, Taleo, Workforce Planning, Building Relationships, Contract Recruitment
Education
University of Colorado at Boulder 2000 — 2004
B.A., Communication - Rhetoric
St. Paul Academy 1997 — 2000
University of Minnesota-Twin Cities
M.A. coursework, Rhetoric & Technical Communication
Wells Fargo March 2012 - Present
Wells Fargo February 2001 - February 2012
Washington Mutual 1997 - 2000
World Savings 1980 - 1997
Skills
Business Analysis, Investment Strategies, Analytics, Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Banking, Real Estate Financing, FHA, Investment Properties, Credit, Leadership, Finance, Financial Services, Underwriting, Refinance, Real Estate Economics, Risk Management, First Time Home Buyers, Residential Mortgages, VA loans, Credit Analysis, Relationship Management, Real Estate, Credit Risk, Reverse Mortgages, Sales, Management, Portfolio Management, Consumer Lending
Education
University of Colorado at Boulder 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Belleville Township High School, East 1976 — 1978
Douglas High School, Ellsworth AFB, SD 1974 — 1976
Leidos July 2014 - Present
Univeristy of Central Florida August 2011 - August 2014
Wells Fargo May 2013 - August 2013
RaceTrac Petroleum August 2007 - January 2011
Golden Corral October 2005 - May 2007
Skills
Time Management, Data Entry, Teamwork, Outlook, Leadership, Payroll, Retail, Merchandising, Microsoft Word, Access, Microsoft Excel, PowerPoint, Corporate Finance, Interpersonal, Cashiering, Inventory Management, Customer Satisfaction, Operations Process..., Portfolio Performance..., Pro Forma Development, Variance Analysis, Government Contracting, Costpoint, Cognos, Project Management, Earned Value Management, SharePoint, Active DoD Secret...
Education
University of Central Florida - College of Business Administration 2011 — 2014
Bachelor's degree, Finance
Indian River State College 2007 — 2011
Assoicate of Art degree, Accounting
JH Advisors, Inc Senior Corporate Relationship ManagerHancock BankMarch 2011 - June 2015
Wells Fargo May 2003 - March 2011
Skills
Retail Banking, Banking, Commercial Lending, Loans, Commercial Banking, Credit
Education
University of Central Florida 1998 — 2002
Bachelor of Science (BS), Finance and Financial Management Services
Fifth Third Bank November 2014 - Present
Fifth Third Bank April 2009 - Present
First American Mortgage May 2008 - April 2009
Wells Fargo February 2004 - May 2008
Abacus Associates Inc. October 1994 - July 2000
FSG Financial Services PLC March 1988 - September 1993
Skills
Credit, Loans, Consumer Lending, Mortgage Lending, Banking, Commercial Banking, Retail Banking, Lines Of Credit, Residential Mortgages, Treasury Management, Financial Analysis, Cash Management, Strategic Financial..., Risk Management, Small Business Lending, Refinance, Financial Services, Portfolio Management, Finance, Management
Education
University of Central Lancashire 1991 — 1993
Diploma, Psychology
Tuscon College, Preston, UK
Professional Certification, Residential Social Work
Wells Fargo June 2015 - Present
Affinia April 2014 - June 2015
Chiquita February 2012 - April 2014
Duro Bag Manufacturing Company August 2010 - September 2011
Hillenbrand Inc. March 2008 - March 2010
First Group September 2007 - March 2008
Chiquita September 2003 - September 2007
Education
University of Cincinnati 1995 — 1999
BS, Finance & Accounting, 3.45
H&R Block March 2014 - Present
Target April 2011 - March 2014
Target August 2008 - April 2011
Commerce Bank 2006 - 2008
Wells Fargo 2005 - 2007
Skills
Team Building, Recruiting, Operations Management, Leadership Development, Banking, Microsoft Office, Strategic Planning, College Recruiting, Coaching, Performance Management, Supply Chain Management, Sales, Employee Training, Distribution Center..., Cross-functional Team..., Retail, Leadership, Inventory Management, Training, Hiring, Process Improvement, Team Leadership, Logistics, Inventory Control, Merchandising, Employee Relations, Management, Human Resources, Loss Prevention, Time Management, Store Management
Education
University of Central Missouri 2003 — 2005
Business administration, Management
Wells Fargo September 2005 - Present
Wells Fargo Bank September 2006 - December 2011
Foreign Currency Exchange Corp. / Bank of Ireland 2006 - 2010
Wireless Dimensions February 2004 - July 2006
Orlando Science Center June 2005 - August 2005
Skills
Marketing, Retail, Banking, Marketing Communications, Social Media, New Business Development, Customer Service, Business Strategy, Coaching, Training, Marketing Strategy, CRM, Account Management, Sales, Strategic Planning, Risk Management, Process Improvement, Microsoft Office, Market Research, Management, Leadership, Financial Analysis, Business Development
Education
University of Central Florida - College of Business Administration 2001 — 2005
Bachelors degree in Business and Science, Marketing
Working In Neighborhoods May 2015 - Present
5/3 Bank July 2013 - May 2015
Wells Fargo January 2012 - July 2012
Skills
Customer Service, Microsoft Word, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Management, Project Management, Accounting, Banking, Financial Analysis, Finance, Outlook, Teamwork, Leadership, Credit, Budgets, Sales, Access, Analysis, Research, Data Entry, Financial Services, English, Financial Accounting, Social Media, Team Building, Accounts Payable, Retail Banking, Cash Management
Education
University of Cincinnati 2013 — 2015
Bachelor's Degree, Accounting and French
East Bronx Academy For the Future 2006 — 2008
High School Diploma
Speaking Grace February 2011 - Present
NTegrity Group LLC January 2008 - Present
US Small Business Administration 2005 - Present
CDCRC Inc April 2004 - Present
Ntegrity Group April 2004 - Present
Ntegrity Training & Development,LLC January 1996 - August 2008
Wells Fargo January 2000 - April 2004
Fifth Third Bank March 1996 - August 1999
Skills
Community Outreach, Non-profits, Public Speaking, Program Development, Fundraising, Community Development, Leadership Development, Program Management, Organizational..., Strategic Planning, Grants, Team Building, Staff Development, Training, Volunteer Management, Nonprofits, Customer Service, Research, Budgets, Government, Teaching, Management, Entrepreneurship, Proposal Writing, System Administration, Small Business, Coaching, Policy, Marketing, Grant Writing, Project Management, Event Planning, Event Management, Leadership, Public Relations, Conflict Resolution, Economic Development, Social Media, Supervisory Skills, Workshop Facilitation, Strategic Communications, Public Policy, Policy Analysis, Program Evaluation, Analysis, Strategy, Management Consulting, Media Relations, Non-profit..., Political Campaigns
Education
Wilberforce University 1998 — 2000
Bachelor of Business Administration (B.B.A.), Organizational Management
University of Cincinnati College of Business 1988 — 1993
TBA, Marketing Management
Maronda Homes October 2015 - Present
BNY Mellon May 2011 - January 2013
C&C Concrete and Foundations August 2008 - January 2011
Wells Fargo January 2007 - August 2007
Colonial Bank July 2005 - January 2007
Skills
Customer Service
Education
iFREC Real Estate Schools 2015 — 2015
Real Estate Sales Associate
University of Central Florida 2004 — 2009
Bachelor’s Degree, Multi/Interdisciplinary Studies
Brevard Community College 2001 — 2004
Associate’s Degree, General Studies
Cocoa High School 1999 — 2003
High School, General Studies
University Federal Credit Union July 2015 - Present
CUSO Financial Services, LP at University Federal Credit Union July 2015 - Present
Wells Fargo February 2006 - July 2015
First Command Financial Services January 2000 - February 2006
Transamerica Financial Advisors, Inc. July 1994 - January 2000
Skills
Investments, Credit, Wealth Management, Finance, Strategic Financial..., Fixed Annuities, Mortgage Lending, Banking, Leadership, Series 7, Mortgage Banking, High Net Worth..., Financial Planning, Portfolio Management, Insurance, Private Banking, Cross Selling, Loans, Management, Small Business Lending, Teaching, Coaching, Strategic Partnerships, Financial Analysis, Cross-functional Team..., Team Building, Business Strategy, New Business Development, Customer Service, Entrepreneurship, Higher Education
Education
University of Central Oklahoma
Master of Science (M.S.), Mathematics
University of Central Oklahoma
Bachelor’s Degree, Mathematics
SunTrust Bank April 2013 - Present
Wells Fargo August 2007 - April 2013
Legacy Holdings January 2005 - September 2007
Precision Mortgage January 2000 - August 2004
Skills
Portfolio Management, Financial Services, Finance, Small Business, New Business Development, Commercial Lending, Retirement Planning, Banking, Private Banking, Loans, Private Equity, Business Credit, Mortgage Banking, Strategic Financial..., Small Business Lending, Investments, Financial Planning, Credit, Financial Analysis, Retail Banking
Education
University of Central Florida 1998 — 2000
Legal Studies, Legal Studies, General, 3.6
Wells Fargo July 2014 - Present
Wells Fargo May 2013 - July 2014
Wells Fargo June 2012 - May 2013
Wells Fargo September 2011 - June 2012
Skills
Time Management, Food & Beverage, Customer Service, Fundraising, Hospitality Management, Hospitality, Banquets, Hospitality Industry, Hotels, Micros, Catering, Hotel Management, Customer Satisfaction, Banking, Sales
Education
University of Central Florida Rosen School of Hospitality 2010 — 2010
Certification, Event Management
University of Central Florida - College of Business Administration 2004 — 2009
Bachelor of Science, Business Administration (Finance)
Chanel October 2011 - Present
Wells Fargo October 2011 - October 2012
Dillard’s, Inc September 2007 - August 2011
Mutual of Omaha Company May 2006 - August 2007
Skills
•Outstanding..., •Interact effectively..., •Detail orientated and..., •Ability to multi task..., •Proficient in..., •Comprehensive...
Education
University of Central Florida 2010 — 2012
BACHELOR OF SCIENCE DEGREE, FINANCE
Wells Fargo January 2013 - Present
Bank of America August 2005 - January 2013
AMC Theatres December 2001 - August 2005
Skills
Credit, Banking, Loans, Mortgage Lending, Loan Origination, Credit Analysis, Commercial Lending, Lines Of Credit, Retail Banking, FHA, Credit Risk, Underwriting, Deposits, Cross Selling, Commercial Banking, Mortgage Banking, Small Business Lending, Consumer Lending, Home Equity Lines of..., Home Equity Loans, Branch Banking, Credit Cards, Refinance, Loan Servicing, SBA, Finance, Mortgage Servicing, Strategic Financial..., Retirement Planning, Customer Service, Leadership, Management, Sales, Financial Services
Education
University of Central Florida - College of Business Administration 2007 — 2012
Bachelor of Science (B.S.), Finance
Valencia Community College 2003 — 2007
Associate's degree, Business Administration
Chase February 2015 - Present
Chase March 2013 - Present
Wells Fargo April 2009 - March 2013
Bank of North Georgia June 2007 - April 2009
SunTrust Bank April 2001 - June 2007
Skills
Banking, Loans, Commercial Banking, Portfolio Management, Finance, Cash Flow, Mergers, Small Business Lending, Commercial Lending, Loan Origination, Credit, Credit Analysis, Private Banking, Asset Based Lending, Sales, Lines Of Credit, Asset Management, Branch Management, Cash Flow Lending, Cash Management, Commercial Real Estate, Construction Loans, Consumer Lending, Credit Risk, Mergers & Acquisitions, Sales Management, Commercial Mortgages, Merchant Services, Mortgage Lending, Refinance, Relationship Management, Risk Management, Small Business, Strategic Financial..., Treasury Management, Business Relationship..., Community Outreach
Education
Wells Fargo College of Commercial Credit 2012 — 2012
University of Central Florida 1996 — 2000
BS, Finance
Center Bank February 2015 - Present
Integrity Express Logistics November 2013 - February 2015
Union Savings Bank- Hyde Park March 2012 - December 2014
Union Savings Bank September 2011 - March 2012
Wells Fargo March 2006 - September 2011
Skills
FHA, Loan Origination, Mortgage Banking, Refinance, Mortgage Lending, Loans, VA loans, Residential Mortgages, First Time Home Buyers, Credit, Realtor Relations, Investment Properties, Real Estate, USDA, Underwriting, Government Loans, Mortgage Underwriting, Sales, FHA financing, Finance, Funding, Relocation, Credit Analysis, Certified Mortgage..., Short Sales, Reverse Mortgages, Commercial Mortgages, Residential Homes, Construction Loans
Education
University of Cincinnati 2000 — 2004
Bachelor's Degree, Business Administration and Management, General
Wells Fargo December 2008 - Present
unaffiliated May 2008 - December 2008
Unum April 2002 - May 2008
BenefitPoint, Inc. August 2001 - April 2002
Marsh, Inc. March 1993 - July 2001
Skills
Product Management, Agile Methodologies, Project Management, Scrum, Product Development, Agile Project Management, Cross-functional Team..., Integration, Business Analysis, Enterprise Software, Leadership, Quality Assurance, Test Automation, Testing, SQL, Management, XML, Vendor Management, Software Project..., Photography, Requirements Analysis, Business Intelligence, Program Management, SDLC, E-commerce, Analytics
Education
University of Colorado Boulder - Leeds School of Business 1986 — 1988
MBA, Finance
University of Colorado Boulder 1982 — 1986
BA, Economics
Conmed Corporation January 2013 - Present
Conmed Endoscopic Technologies March 2007 - December 2012
Wells Fargo March 2001 - March 2007
Skills
Sales Force Development, Sales, Cold Calling, Sales Operations, Sales Management, Sales Presentations, Sales Process, Selling, Direct Sales, Account Management, Leadership, B2B, Medical Devices, Trade Shows, Market Development, Product Launch, New Business Development, Capital Equipment, Strategic Planning, Hospitals, Marketing, Cardiology, Neurology, Operating Room, Surgeons, Urology, Disposables, Healthcare, Orthopedic, Surgical Instruments, Medical Sales, Capital Equipment Sales, Gastroenterology, Neurosurgery, Spine, Vascular, OB/GYN
Education
University of Central Oklahoma
Bachelor, Biology
VALIC February 2012 - Present
Wells Fargo December 2007 - July 2011
Skills
401k, Account Management, Asset Allocation, Asset Management, Fixed Income, Investment Strategies, Mutual Funds, Portfolio Management, Retirement, Risk Management, Series 7, Series 63, Strategic Financial..., Wealth Management
Education
University of Central Florida - College of Business Administration 2003 — 2007
Management, Entrepreneurship
Wells Fargo May 2012 - Present
Skills
Customer Service, Mortgage, Customer Relations, Mortgage Lending, CRM, Management, Account Management, Solution Selling, Loans, Refinance, Residential Homes, Public Speaking, Integration, Credit, Sales, New Business Development, Selling, Cold Calling, Process Improvement, Strategic Planning
Education
University of Colorado Boulder 1982 — 1986
BA, International Relations
University of Washington 1999 — 2000
Integrated Marketing Communications
CatalystMR November 2008 - Present
CfMC Research Software April 2000 - November 2008
CfMC Research Software April 2000 - November 2008
CfMC Research Software May 1997 - April 2000
Zanskar Imports June 1992 - August 1997
Coopers & Lybrand May 1991 - June 1992
Wells Fargo June 1990 - May 1991
Skills
Data Collection, P&L Responsibility, Marketing Research, Business Development, Sales, Leadership, Management, Product Development, Budgets, Negotiation, Strategy, Strategic Alliances, Business Services, Consensus Building, Focus Groups, Market Research, Product Management, Quantitative Research, Advertising Research, Segmentation, Project Management, Customer Insight, Survey Design, Primary Research, Analysis, Online Research, Competitive Intelligence, Product Marketing, Consumer Behaviour, New Business Development, Data Analysis, Analytics, B2B, Market Intelligence, Market Analysis, Marketing, Survey Research, Business Insights, Positioning, Brand Equity, Questionnaire Design, Sales Operations, Customer Satisfaction, Brand Loyalty, Consumer Insight, Quantitative Analytics, Mobile Devices, Competitive Analysis
Education
University of Colorado, Boulder 1986 — 1990
Bachelors of Science, Finance
City University of London 1988 — 1989
Larson Auto Group March 2013 - January 2015
Puyallup Area Aging In Place Coalition February 2011 - June 2013
Eagle Home Mortgage September 2011 - October 2012
Washington Aging In Place Council 2008 - 2012
Wells Fargo December 2009 - August 2011
All Reverse Mortgage January 2006 - December 2009
LibertyHouse Financial Services February 2005 - December 2005
Unterrified Democrat January 1982 - October 1983
Skills
Reverse Mortgages, Refinance, Mortgage Lending, Mortgage Banking, Loans, Referrals, Seniors, Residential Mortgages, Loan Origination, Marketing, Finance, Public Speaking, Networking, FHA, Nonprofits, Single Family Homes, Non-profits, Automotive, Sales Operations, Sales Presentations, Customer Service
Education
University of Central Missouri 1977 — 1981
Bachelor's, Mass Communications
Square 1 Bank July 2014 - Present
Quantum National Bank October 2013 - June 2014
Onyx Capital Group, LLC November 2008 - October 2013
Wells Fargo December 2011 - December 2012
Banco Popular November 2006 - November 2008
JPMorgan Chase August 2002 - November 2006
IBM Global Financing August 1998 - July 2002
Skills
Commercial Mortgages, Loans, Finance, Insurance, Small Business Lending, Risk Management, Underwriting, Portfolio Management, Asset Based Lending, Credit Analysis, Management, Commercial Lending, Private Equity, Venture Capital, Apartments, Due Diligence, Angel Investing, Venture Financing, Automobile, High Value Homes, Banking, Financial Analysis, Factoring, Commercial Banking, Credit, Commercial Real Estate, Loan Origination, SBA, Mortgage Banking
Education
University of Cincinnati College of Business
B.S., Finance and Marketing
Open Door Ministries 2012 - Present
Macy's 2005 - 2008
Student Lending & Consoldation July 2004 - December 2004
Mortgage Services January 2003 - June 2004
Home Realty Inc. 2000 - 2002
Wells Fargo 1999 - 2000
Merrill Lynch January 1996 - January 1998
Citi January 1994 - December 1995
Skills
Loans, Banking, Escrow, Title Insurance, Closings, Pensions, Microsoft Excel, Microsoft Word, Outlook, Credit Cards, Legal Research, Legal Writing, Legal Issues, Real Estate Economics, Finance, Management, Time Management, Access, Sales, Notary Public, Fundraising, Accounting, Insurance, PowerPoint, Leadership, Wordperfect
Education
University of Central Florida - College of Business Administration 1988 — 1992
B.S.B.A., Marketing
State College Florida - Sarasota 2009 — 2011
Advance, Paralegal
Bandwidth.com June 2015 - Present
Wells Fargo December 2014 - May 2015
Flex Fitness Ltd. June 2014 - January 2015
Level 3 Communications May 2013 - June 2014
University of Colorado Boulder August 2013 - December 2013
Formations, LLC June 2012 - October 2012
Skills
Microsoft Excel, Writing, Supply Chain Management, Supply Chain..., Queue Management, Sustainability, Logistics Management, Microsoft Office, Organization, Proofreading, Quantitative Research, Qualitative Research, Customer Service, Visio, Real Estate, Telecommunications, Data Analysis, Market Research, Sales
Education
University of Colorado at Boulder 2011 — 2014
Bachelor's Degree, Business Operations Management
Baker Ave Asset Management November 2004 - Present
Wells Fargo January 2000 - April 2004
Skills
Portfolio Management, Investments, Asset Management, Capital Markets, Financial Analysis, Asset Managment, Equities, Financial Modeling, Derivatives, Tactical Asset..., Equity Derivatives, Trading, Investment Management, Hedge Funds, Options, Asset Allocation, Investment Advisory, Alternative Investments, Equity Research
Education
University of Colorado, Boulder 1995 — 1999
BS
Comerica Bank July 2012 - November 2014
Wells Fargo January 2007 - July 2012
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Credit, Loans, Small Business Lending, Banking, Portfolio Management, Asset Based Lending, Cash Management, Commercial Mortgages, Consumer Lending, Credit Risk, Finance, Financial Analysis, Financial Services, Investments, Lines Of Credit, Loan Origination, Management, Mortgage Lending, Relationship Management, Retail Banking, Risk Management, Treasury Management, Underwriting
Education
University of Central Florida - College of Business Administration 2007 — 2008
Masters of Science in Accounting, Accounting
University of Central Florida - College of Business Administration 2003 — 2006
Bachelors, Accounting
Wells Fargo October 2013 - Present
Orth, Chakler, Murnane & Co., CPA's August 2007 - October 2013
Citizen's Bank of Florida October 2005 - July 2007
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, Accounts Receivable, Financial Analysis, General Ledger, Account Reconciliation, Microsoft Word, PowerPoint, Microsoft Office, Financial Accounting, Microsoft Excel, Fixed Assets, GAAP, Journal Entries, Accounts Payable, Financial Statements, Accountants, Internal Audit, Accruals, External Audit, IT Audit, Information Technology..., Information Technology
Education
University of Central Florida - College of Business Administration 2003 — 2007
Bachelor of Science (B.S.), Accounting
Wells Fargo September 2012 - Present
JPMorgan Chase April 2011 - March 2012
JPMorgan Chase December 2009 - April 2011
Skills
Consumer Lending, Small Business Lending, Banking, Loans, Retail Banking, Mortgage Lending, Commercial Banking, Loan Origination, Cross Selling, Commercial Lending, Credit, Finance, Web Design, Web Development, Digital Media, Customer Service, Customer Satisfaction
Education
NETS 2006 — 2006
3 Month Course, Digital Design
University of Cincinnati 2003 — 2006
Political Science and Government
SunTrust Robinson Humphrey January 2013 - Present
SunTrust Robinson Humphrey April 2011 - January 2013
JPMorgan Chase January 2009 - March 2010
Wells Fargo December 2006 - December 2009
Skills
Banking, Financial Analysis, Credit, Commercial Banking, Credit Analysis
Education
University of Florida - Warrington College Of Business 2010 — 2011
Master of Business Administration (MBA)
University of Central Florida - College of Business Administration 2001 — 2005
Business, Finance
Commercial Metals Company May 2004 - April 2010
Commercial Metals Company May 2004 - April 2010
McCoy Corporation April 1999 - May 2004
Wells Fargo April 1996 - April 1999
Education
University of Central Oklahoma 1985 — 1989
Finance/Economics
Edmond Memorial High School 1981 — 1985
Summit Bank & Trust October 2012 - Present
Humanity Through Baseball April 2010 - January 2013
Summit Bank and Trust April 2007 - September 2012
First United Bank January 2006 - April 2007
Wells Fargo November 1992 - December 2005
Skills
Business Development, Change Management, Mortgage Lending, Loans, Credit Analysis, Portfolio Management, Commercial Lending, Banking, Consumer Lending, Retail Banking, Commercial Banking, Financial Analysis, Small Business Lending, Credit, Loan Origination, Finance, Mortgage Banking, Construction Loans, Treasury Management, Management, SBA, Refinance, Sales, Lines Of Credit, Residential Mortgages, Commercial Mortgages, Leadership, Asset Based Lending, Cross Selling, FHA, Deposits, Risk Management, Branch Management, Credit Risk, Cash Management, Home Equity Lines of..., Relationship Management, Investments, Branch Banking, Small Business, Financial Risk, Underwriting, Financial Services
Education
University of Colorado Boulder 1986 — 1991
Bachelor's degree
University of Colorado at Boulder 1986 — 1991
BA, Political Science
Cerner Corporation February 2009 - Present
Dialogue Marketing May 2007 - Present
Propac Marketing 2009 - 2009
Wells Fargo September 2008 - December 2008
GlaxoSmithKline August 2007 - December 2007
The Buckle August 2005 - September 2007
Education
University of Central Missouri 2005 — 2008
BSBA Business Administration, Marketing
Wells Fargo August 2012 - Present
Wells Fargo Bank May 2010 - May 2012
Wells Fargo May 2009 - May 2010
Wachovia June 2003 - April 2009
Wachovia May 1999 - June 2003
New Media August 1998 - May 1999
National City Bank October 1988 - August 1998
Norwood Chevrolet December 1985 - October 1988
Skills
Process Management, Scenario Planning, Governance, Financial Risk, Architecture, Operational Risk..., Operational Risk, COBIT, Banking, Risk Management, PMO, SDLC, Enterprise Risk..., IT Strategy, COSO, Business Analysis, ITIL v3 Foundations...
Education
University of Denver - Daniels College of Business 1981 — 1984
MBA, Business
University of Colorado Boulder 1974 — 1978
BA, Communications - Radio, TV, Film
Dion Consulting Partners Ltd. November 2001 - Present
Blue Shield of California April 2003 - Present
Aspire Public Schools April 2011 - December 2011
Bank of the West June 2011 - September 2011
Pacific Gas and Electric Company October 2009 - May 2011
Levi Strauss & Co. May 2009 - September 2009
Wells Fargo October 2004 - October 2008
John S. and James L. Knight Foundation January 2008 - March 2008
Kaiser Permanente May 2005 - December 2006
Vertical Management Systems, Inc. March 2002 - November 2002
Skills
Business Process..., Management Consulting, IT Strategy, PMO, Project Portfolio..., Business Analysis, Business Strategy, Program Management, Project Management, Strategy, Strategic Planning, Business Transformation, Change Management, Vendor Management, Process Improvement, SaaS, Mergers & Acquisitions, Consulting, Enterprise Software, Cross-functional Team..., Management, Business Process, Software Project..., Business Intelligence
Education
University of Colorado, Boulder 1980 — 1985
B.S., Information Systems
Brockton High School
Brockton High School
Brockton High School
Brockton High School
Brockton High School
Brockton High School
Wells Fargo August 2014 - Present
Walgreens August 2013 - Present
ALDO Group January 2013 - May 2013
Pollo Tropical January 2013 - May 2013
Skills
Sales, Microsoft Office, Team Building, Customer Service, Data Entry, Banking, Retail Banking, Event Planning, Microsoft Excel, Leadership, PowerPoint, Customer Satisfaction
Education
University of Central Florida 2015 — 2017
Bachelor’s Degree, Industrial and Organizational Psychology
Santa Fe Community College 2013 — 2015
Business Administration, Human Resources
Wells Fargo July 2012 - Present
Lindt & Sprungli 2012 - Present
Education
University of Central Florida - College of Business Administration 2011 — 2013
Valencia Community College 2009 — 2011
Associate of Arts (AA)
Wells Fargo October 2012 - Present
Wells Fargo October 2009 - October 2012
Wells Fargo July 2007 - October 2009
Wells Fargo January 2006 - July 2007
Century 21 March 2005 - July 2007
Skills
Banking, Portfolio Management, Credit Analysis, Credit, Management, Financial Analysis, Loans, Finance, Commercial Banking, Leadership, Account Management, Analysis, CRM, Commercial Lending, Competitive Analysis, Customer Satisfaction, Customer Service, Fundraising, Marketing, New Business Development, Nonprofits, Relationship Management, Sales, Sales Management, Sales Process, Training, Treasury Management
Education
University of Colorado Boulder 1989 — 1993
BA, Communication
Fairway Independent Mortgage Corporation November 2013 - Present
Wells Fargo May 2012 - November 2013
Wells Fargo August 2009 - May 2012
Skills
Mortgage Lending, Loans, First Time Home Buyers, Refinance, Mortgage Banking, Loan Origination, Government Loans, FHA, Bilingual, Credit, Spanish-speaking, Credit Cards, VA loans, FHA Financing, Customer Service, Small Business Lending, Financial Services, Microsoft Office, Home Equity, Home Equity Loans, Referral Networking, Open Houses, Flyers, Lines Of Credit, Home Equity Lines of..., Social Media Marketing, USDA, Construction Loans, Bilingual-English/Spanis...
Education
central high school 2003 — 2007
University of Colorado at Boulder
Wells Fargo February 2008 - Present
Brinker International July 2004 - November 2007
Hilton Worldwide May 2003 - June 2004
Capital Corp M&A Inc. October 2000 - October 2002
Skills
Hands on, detail..., Strong cash handling..., Extensive understanding...
Education
University of Central Florida - College of Business Administration 1998 — 2000
B.S.B.A., Management & Finance
Wells Fargo May 1995 - Present
First Federal Bank January 1993 - February 1995
Shawmut Mortgage Company October 1987 - January 1993
DuPont Mortgage Company May 1986 - August 1987
American Savings Bank New Britain, CT July 1982 - May 1986
Skills
Help Desk Support, Defect Tracking, Project Plans, Specifications, Documentations, Testing, Technical Support, SDLC, Business Requirements, Systems Analysis, User Acceptance Testing, Business Analysis, SharePoint, Analysis, Quality Center, Quality Assurance, Visio, Vendor Management, Requirements Gathering, Training, Software Documentation, Troubleshooting, Agile Methodologies, Requirements Analysis, System Testing, Waterfall, Integration, Agile Project Management, Test Management
Education
University of Cincinnati 1973 — 1981
BS, Administrative Management
Wells Fargo December 2009 - Present
AT&T August 2009 - December 2009
TIAA-CREF 2009 - December 2009
Wachovia June 2007 - August 2009
IBM December 2003 - June 2007
Michelin IT/IS Support 1990 - 2004
Michelin North America January 1996 - December 2003
Fluor 1986 - 1989
Skills
Project Management, NTP, Cisco Technologies, Data Center, Networking, Network Design, Hardware, Network Security, Network Administration, TCP/IP, WAN, Disaster Recovery, Troubleshooting, VPN, Network Engineering, Switches
Education
University of Cincinnati 1980 — 1986
BS, Electrical and Computer Engineering
University of Cincinnati
Bachelor of Science (BS), Electrical and Electronics Engineering
Wells Fargo September 2014 - May 2015
Wells Fargo February 2014 - June 2014
optionsXpress April 2013 - December 2013
Charles Schwab October 2012 - March 2013
Cisco Systems May 2012 - September 2012
Wells Fargo August 2009 - April 2012
Autodesk September 2009 - March 2012
Wells Fargo February 2009 - August 2009
Autodesk September 2008 - March 2009
Wells Fargo Bank September 2008 - January 2009
Skills
RIA, Direct Marketing, Marketing, Marketing Communications, Financial Services, Relationship Management, Vendor Management, Analytics, Demand Generation, Lead Generation, Product Management, Multi-channel Marketing, Email Marketing, Segmentation, Cross-functional Team..., Competitive Analysis, Product Marketing, Salesforce.com, Marketing Management, Integrated Marketing, Regulatory Compliance..., Event Management, Event Planning, Corporate Events, Marketing Strategy, Project Management, Business Development
Education
University of Colorado Boulder 1990 — 1993
BS - Business Administration
Arapahoe High School
Pierce & Associates February 2015 - Present
Wells Fargo 2009 - February 2015
Wells Fargo Home Mortgage October 2009 - April 2011
Wells Fargo October 2009 - February 2010
Frost & Sullivan January 2008 - January 2009
Dun & Bradstreet 1993 - 2007
Skills
Credit, New Business Development, Loans, Financial Analysis, Banking, Account Management, Sales Management, Mortgage Lending, Portfolio Management, Strategic Planning, Forecasting, B2B, Relationship Management, Risk Management, CRM, Call Center, Salesforce.com, Financial Services, Lead Generation, Competitive Analysis, Business Development, Business Strategy, Leadership, Executive Management, Marketing Communications, Marketing Strategy
Education
Central Missouri State University 1982 — 1987
Bachelor's degree, Communication, General
Best Buy August 2014 - Present
Best Buy November 2011 - August 2014
OutsourceOne November 2010 - November 2011
OptumHealth September 2010 - November 2010
Wells Fargo Health Benefit Services 2006 - May 2009
Wells Fargo Health Benefits Services 2004 - 2006
Wells Fargo Home Mortgage 2001 - 2004
Wells Fargo 1999 - 2002
American Express Financial Advisors 1996 - 1999
Starpak, Inc. 1996 - 1996
Skills
Leadership, Project Management, Negotiation, Workforce Management, Call Center, Vendor Management, Strategic Planning, Cross-functional Team..., Process Improvement, Customer Service, Customer Experience, Team Building, Employee Benefits, Customer Satisfaction, Insurance, Operations Management, Coaching, Change Management, Relationship Management, Strategy, Outsourcing, Training, Call Centers, Management, Sales Operations, Forecasting, Recruiting
Education
University of Colorado Boulder 1988 — 1989
MBA, Marketing
University of Wisconsin-Madison - School of Business 1981 — 1986
BBA, Marketing and Management
Orthofix April 2013 - Present
HMA Legal Funding January 2011 - April 2013
Hamilton Miller, LLC January 2008 - April 2013
Big Horn Rentals January 2007 - January 2008
Wells Fargo September 2003 - December 2006
Education
University of Colorado at Boulder 2002 — 2006
Bachelors of Fine Arts
Wells Fargo February 2015 - Present
Wells Fargo March 2013 - February 2015
Wells Fargo December 2011 - March 2013
JC360 SportsGrille January 2005 - October 2011
Buffalo Wild January 2005 - May 2011
Orlando Health January 2007 - February 2008
English Gardens March 2003 - November 2006
Harris Corporation 2004 - 2005
Skills
Sales, Microsoft Excel, PowerPoint, Data Entry, Microsoft Office, Customer Service, Time Management, Management
Education
University of Central Florida 2007 — 2009
Bachelors of Science, Business Administration-Finance
2004-2006 Seminole State College 2004 — 2006
Associate in Arts Degree, General Education
lake howell high school
Black Hill Press June 2015 - Present
Onceupon December 2013 - Present
Freelance Voice Over January 2013 - Present
Beanstalk Foundation June 2011 - Present
illiteratebadger.com January 2009 - Present
gaslanternmedia.com December 2008 - Present
Into The Wind, Inc. January 2005 - July 2010
The Rubber Stamp: an indie lit e-zine August 2005 - December 2008
Wells Fargo August 2004 - December 2004
Skills
Editing, Copywriting, Social Media, Creative Writing, Blogging, Microsoft Office, Editorial, Writing, Content Development, Content Management, Research, Customer Service, Copy Editing, Newsletters, Wordpress, Press Releases, Web Content, Proofreading, Facebook, Marketing Materials, Non-profits, Non-fiction, Report Writing, Nonprofits, Books, Web Content Management, Magazines, Film, Entertainment, Advertising, Literature, Art, Journalism, Freelance Writing, WordPress
Education
University of Colorado Boulder 2000 — 2004
Bachelors, English - Creative Writing
Simpson Thacher & Bartlett LLP May 2015 - August 2015
Wells Fargo July 2014 - August 2014
K&L Gates May 2014 - July 2014
PwC 2011 - 2013
Goldman Sachs 2008 - 2011
Skills
CPA, Transfer Pricing, International Tax, Corporate Tax, Tax, Accounting, Financial Reporting, Internal Controls, Financial Accounting, GAAP, Financial Analysis, Auditing, Financial Modeling, US GAAP, Sarbanes-Oxley Act, Income Tax, Corporate Finance, Internal Audit, Global Strategy, Valuation, Mergers & Acquisitions, Debt & Equity Financing, Leveraged Finance, Legal Writing, Legal Research, Consulting, Financial Advisory, Private Equity, Private Equity Funding, Due Diligence, Dodd-Frank, Securities Regulation
Education
University of Chicago Law School
Juris Doctor (J.D.), Law
University of Missouri
Master's Degree, Accounting and Finance
University of Missouri
Bachelor's Degree, Accounting and Finance, cum laude
U.S. Bank 2008 - 2011
Wells Fargo 2000 - 2008
OFI Institutional Asset Management 1987 - 2000
Skills
Relationship Management, Key Client Relationships, Business Development, Institutional..., Asset Management, Trust Services, Qualified Retirement..., Global Custody, Investments, Financial Services, Management, Banking, CRM, Risk Management, Mutual Funds, Wealth Management, Finance, Securities, Financial Analysis, Portfolio Management
Education
University of Colorado
Bachelor of Science (BS)
uBreakiFix Clearwater June 2015 - Present
Custom Case Ink August 2014 - Present
Wells Fargo December 2012 - May 2015
Liu Corporation May 2008 - December 2012
Skills
Series 6, Series 63, Life Insurance, Microsoft Office, Sales, Sales Management, Management, Operations Management, Training, Hands-on Training, Order Management, Budget
Education
University of Central Florida
Bachelor of Science, Finance
OWCC
TEKsystems Global Services November 2013 - Present
TEKsystems Global Services June 2012 - Present
Wells Fargo March 2010 - June 2012
Skills
Project Planning, Project Management, Mergers & Acquisitions, Budgets, Process Improvement, Vendor Management, Financial Analysis, Sales, Business Analysis, Financial Modeling, Mergers, Leadership, Management, Risk Management, Business Process..., Investments, CRM, Customer Service, Analysis, Finance
Education
University of Central Florida - College of Business Administration 2004 — 2008
B.S.B.A., Finance
Edward Jones February 2010 - Present
Wells Fargo May 2009 - March 2010
Skills
Retirement Planning, Investments, Finance, Mutual Funds, Risk Management, Making Sense of..., Retirement, Asset Allocation, Strategic Financial..., Series 7, Fixed Annuities, Series 63, Life Insurance, 401k, Securities, Financial Planners, Insurance, Financial Analysis, Pensions, Disability Insurance
Education
Central Missouri State University 2005 — 2009
Bachelor of Science (BS), Finance, General
Central Missouri State University
Bachelor of Science, Finance, General
BlackRock July 2012 - Present
Pillsbury Winthrop Shaw Pittman October 2007 - June 2012
Wells Fargo 2010 - 2011
Hewlett-Packard 2003 - 2004
Education
University of Chicago Law School 2004 — 2007
Juris Doctorate, Law
University of Southern California 1999 — 2003
B.S., Business/Finance
Wells Fargo August 2012 - Present
Body Transformations Inc. March 2006 - February 2013
Wurth USA May 2011 - August 2012
Florida Land Partners 2005 - 2007
Enterprise Rent-A-Car 1997 - 1999
Skills
Lic Mortgage Broker, Real Estate License, Private Pilot, Lic Emergency Medical..., Water Safety Instructor, Certified Lifeguard w/..., Parts, Marketing, Sales Operations, Automotive, Direct Sales, Selling, Real Estate, Team Building, Insurance, Sales Management, Automotive Repair, Loans, Small Business, Customer Retention, Negotiation, Management, Customer Service, Cold Calling, Leadership, Strategic Planning, Sales
Education
Wells Fargo 2012 — 2015
business banking
Central Missouri State University 1992 — 1994
B.S., Aviation Technology
Wentworth Institute of Technology 1990 — 1991
freshman in B.S. program, Architecual Engineering
Wells Fargo November 2014 - Present
Wells Fargo Home Mortgage July 2013 - October 2014
Bank of America October 2010 - July 2013
Exervio Management Consulting March 2008 - October 2010
Wachovia November 2003 - March 2008
Safety-Kleen Services, Inc. June 2002 - November 2003
Andersen Business Consulting September 1997 - June 2002
Skills
Internal Audit, SAP, Project Management, Business Process..., Procurement, Business Strategy, Risk Assessment, Outsourcing, Program Management, Risk Management, Business Process, Strategic Sourcing, Process Improvement, Financial Services, Internal Controls, Finance, Leadership, Strategic Planning, Cross-functional Team..., Management Consulting, Vendor Management, Business Analysis, Banking, Financial Analysis, Mergers & Acquisitions
Education
University of Cincinnati College of Business 1993 — 1997
Bachelors of Business Administration
Wells Fargo August 2011 - Present
Bank of Ireland January 2007 - July 2011
Skills
Banking, Risk Management, Mortgage Lending, Relationship Management, Credit, Commercial Banking, Financial Analysis, Loans, Credit Analysis, Sales, Portfolio Management, Financial Services, Wealth Management, Credit Risk, Business Analysis
Education
University of Central Florida - College of Business Administration
Management, Entrepreneurship
UVA Community Credit Union May 2014 - Present
Wet Seal, Inc 2012 - 2012
Wells Fargo August 2009 - September 2011
Skills
Customer Service, Banking, Retail, Management
Education
The University of Charleston 2007 — 2010
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Virginia Western Community College 2005 — 2007
Allergy Advantage, LLC 2014 - Present
Novartis 2006 - 2015
Cincinnati Bell 2005 - 2006
Wells Fargo 2004 - 2005
Procter & Gamble 2003 - 2003
Skills
Pharmaceutical Sales, Sales Operations, Selling, Pharmaceutical Industry, Sales Process, Marketing Strategy, Cold Calling, Cardiology, Account Management, Strategy, Leadership, Medical Devices, Product Launch, Sales Effectiveness, Management
Education
University of Cincinnati 2000 — 2004
Marketing, Business, Management, Marketing, and Related Support Services
University of Cincinnati College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Wachovia, A Wells Fargo Company 2004 - Present
Wells Fargo 2004 - Present
Provident Bank September 1984 - July 2004
Skills
Internal Audit, Financial Analysis, Internal Controls, Auditing, Financial Reporting, US GAAP, Enterprise Risk..., Sarbanes-Oxley, Financial Risk, External Audit, Accounting
Education
University of Cincinnati 1987 — 1990
Delta Private Jets March 2015 - Present
Landor Associates June 2013 - March 2014
Legion Logistics, LLC April 2012 - October 2012
Sun Chemical October 2008 - July 2009
Wells Fargo July 2005 - January 2007
Quality Dining, Inc. August 2000 - May 2005
Skills
Accounts Receivable, Accounting, Account Reconciliation, Cash Flow, Financial Accounting, Payroll, General Ledger, Cash Management, Financial Analysis, Financial Reporting, QuickBooks, Accounts Payable, Customer Service, Journal Entries, Budgets, Invoicing, Human Resources, Forecasting, Training, SAP, Management, Business Planning, Financial Statements
Education
University of Cincinnati College of Business 2010 — 2011
MBA, Business Administration & Management
University of Nebraska-Lincoln 2005 — 2008
BS, Accounting
Encana Corporation June 2009 - Present
R.K. Pinson & Associates August 2008 - June 2009
Wells Fargo January 2001 - August 2008
Skills
Natural Gas, Risk Management, Financial Services, Petroleum, Energy, Project Planning, Due Diligence, Supervisory Skills, Onshore
Education
University of Central Oklahoma 1995 — 2000
Bachelor of Arts (B.A.), Communications/Public Relation
Wells Fargo May 2009 - Present
Wells Fargo February 2008 - May 2009
Wells Fargo October 2006 - January 2008
Mitchell International, Inc. 2005 - 2006
Shamir Insight November 2004 - April 2005
University of Colorado at Boulder's Volunteer Clearing House July 2003 - August 2004
International Business Machines October 2002 - March 2003
Skills
Employee Relations, Hiring, Diversity Recruitment, Mergers, Onboarding, Affirmative Action, Diversity Strategy, Diversity, Recruiting, Talent Acquisition, Human Resources, Personnel Management, Leadership Development, Performance Management, Mergers & Acquisitions, Temporary Placement, Talent Management, Applicant Tracking..., Workforce Planning, Internet Recruiting, Succession Planning, Technical Recruiting, Interviews, College Recruiting
Education
University of Denver 2011 — 2014
Masters of Professional Studies, Strategic Human Resource Management and Development
University of Colorado at Boulder 2000 — 2004
B.A., Communication
Wells Fargo June 2009 - Present
Fifth Third Bank April 2012 - October 2012
Experience, Inc. June 2006 - August 2008
Provident Funding Associates April 2004 - June 2006
Skills
Salesforce.com, SaaS, Account Management, Cold Calling, Lead Generation, Applicant Tracking..., Business Development, Sales, Direct Sales, Sales Process, Sales Management, Solution Selling, Analytics, New Business Development, Online Advertising
Education
University of Cincinnati 1998 — 2003
Bachelor of Business Administration (BBA), Finance
Wells Fargo Home Mortgage August 2006 - Present
Wells Fargo Bank, N.A. 2001 - Present
Wells Fargo August 2006 - September 2010
Wells Fargo Home Consumer Finance Group 2006 - September 2010
Skills
Credit, Analytics, Business Analysis, Loans, Series 7, Commercial Banking, Credit Analysis, Commercial Lending, Portfolio Management, Underwriting, Wealth Management, Loan Origination, Small Business Lending, Series 63, Consumer Lending, FHA
Education
University of Cincinnati 1988 — 1991
Medina High School 1981 — 1985
Wells Fargo June 2009 - Present
WACHOVIA BANK October 2006 - June 2009
Skills
Banking, Retail Banking, Wealth Management, Office Management, Employee Training, Customer Service, Human Resources, Leadership, Sales, Microsoft Office, Team Building, Financial Services
Education
University of Central Florida - College of Business Administration 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo October 2012 - Present
Lowe's Home Improvement April 2011 - October 2012
Titan America April 2007 - May 2010
Dollar Tree Stores July 2005 - April 2007
Fifth Third Bank July 2003 - June 2005
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Teamwork, Fixed Assets, Internal Audit, Accounting, Account Reconciliation, Inventory Management, Financial Reporting, Financial Analysis, Process Improvement, Forecasting, Accounts Payable, Risk Assessment, Accounts Receivable, Finance, QuickBooks, Microsoft Excel, Payroll, Software Documentation, Leadership, Management
Education
University of Cincinnati College of Business
BBA, Accounting
Huntington National Bank April 2007 - Present
Wells Fargo February 2002 - April 2007
Education
University of Cincinnati 1995 — 1999
BBA, Finance
Elder High School
Wells Fargo Home Mortgage July 2013 - Present
Wells Fargo January 2008 - July 2013
Wells Fargo Home Mortgage June 2002 - December 2007
Wells Fargo Home Mortgage May 1998 - July 2002
Wells Fargo Home Mortgage October 1997 - May 1998
Skills
Process Improvement, Mortgage Lending, Loan Origination, Mortgage Underwriting, Credit, CRM, Loans, Analysis, Management, Software Documentation, Residential Mortgages, Program Management, Underwriting, Sales, Sales Management, Loan Servicing, Banking
Education
University of Central Florida - College of Business Administration 1989 — 1995
Business Administration, Finance
Dixie Hollins High School 1983 — 1986
U.S. Bank July 2015 - Present
Citizens Bank March 2012 - June 2015
Bank of America Home Loans October 2010 - March 2012
Fifth Third Bank June 2009 - October 2010
PNC Mortgage 2005 - 2009
National City Mortgage January 2005 - December 2008
Wells Fargo October 2001 - January 2005
Skills
Underwriting, Project Implementation, Fulfillment, Change Management, Process Improvement, Operations Management, Mortgage Lending, Refinance, FHA financing, Leadership, Sales Management, Mortgage Banking, Management, Portfolio Management, Order Fulfillment, Credit, VA loans, Performance Management, Financial Risk, Finance, Loans, Credit Analysis, Business Analysis, Banking, Loan Origination, Analysis, Customer Service, Risk Management, Sales, Mortgage Underwriting, FHA, Residential Mortgages, USDA, Commercial Lending, Construction Loans, Government Loans, Credit Risk, Loan Servicing, Consumer Lending, FHA Financing, VA Loans
Education
University of Cincinnati 1997 — 2002
Bachelor of Business Administration (BBA)
University of Cincinnati
Visa June 2015 - Present
Wells Fargo January 2015 - June 2015
Great-West Financial July 2014 - January 2015
Sykes April 2013 - June 2014
CPI Card Group July 2012 - April 2013
Charles Schwab March 2011 - July 2012
IHS September 2010 - March 2011
Charles Schwab November 2009 - August 2010
The TriZetto Group February 2009 - November 2009
Charles Schwab June 2008 - December 2008
Skills
Quality Assurance, Cross-functional Team..., SDLC, Agile Methodologies, Integration, Project Management, PMO, Testing, Change Management, Project Planning, Management, Strategy, Leadership, .NET, Business Development, ERP, Budgets, Enterprise Software, Business Requirements, Vendor Management, PMP, Program Management, Business Process..., Business Analysis
Education
University of Cincinnati 1982 — 1987
BBA, Accounting
University of Cincinnati
Bachelor of Business Administration (BBA), Accounting
Wells Fargo Retail Services October 2011 - Present
Wells Fargo April 2009 - October 2011
Wells Fargo Financial February 2006 - April 2009
Aarons Sales and Lease January 2003 - December 2005
Skills
Loans, Credit, Banking, Customer Service, Vendor Management, Loss Mitigation, Consumer Lending, Business Analysis, Process Improvement, Department Budgeting, Cost Reduction..., Project Support
Education
University of Central Missouri 2003 — 2005
MBA, Management with Finance emphasis
University of Central Missouri 1998 — 2002
BA, Management
Wells Fargo August 1982 - Present
Education
University of Central Florida - College of Business Administration 2000 — 2003
Wells Fargo February 2012 - Present
Enterprise Rent-A-Car August 2010 - February 2012
Charlotte Bobcats February 2008 - May 2009
Florida Marlins May 2007 - November 2007
Brevard County Manatees 2007 - 2007
University of Central Florida March 2005 - December 2006
Education
University of Central Florida - College of Business Administration 2002 — 2007
Bachelor of Arts (BA), Business Management
Valley Catholic High School 1999 — 2002
Wells Fargo Bank February 2000 - Present
Wells Fargo 2000 - Present
Wells Fargo Private Bank 2000 - Present
Education
University of Cincinnati 1970 — 1974
Wells Fargo September 2014 - Present
Ernst & Young June 2012 - September 2014
Bank of America May 2010 - May 2012
Bank of America February 2008 - April 2010
National City Bank June 2006 - February 2008
Skills
Financial Statement..., Forecasting, Accounting, Credit, Finance, Financial Forecasting, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Credit Analysis, Strategic Financial..., Financial Reporting, Banking, Investments, Analysis, Tax, Financial Services, Risk Management, CPA, Capital Markets, Financial Accounting, Process Improvement, Management
Education
University of Cincinnati College of Business 2006 — 2007
Masters in Accounting, Accounting
Wake Forest University 2002 — 2006
BS, Finance
Atlantic Trust April 2010 - Present
Lockton Companies June 2009 - April 2010
Strategic Financial Partners March 2007 - June 2009
Wells Fargo September 2006 - March 2007
HomeWatch International August 2005 - September 2006
Big Brothers Big Sisters of Colorado June 2003 - August 2005
Skills
Business Development, Management, Portfolio Management, Mutual Funds, Investments, Sales, Analysis, Equities, Alternative Investments, Recruiting, Start-ups, Marketing, Insurance
Education
University of Central Oklahoma
BA
CVS Caremark Corporation May 2011 - Present
CVS Caremark Corporation September 2008 - May 2011
Wells Fargo May 2005 - July 2008
Mediserve Information Systems March 2003 - May 2005
Education
DeVry University
B.S.
University of Cincinnati
B.A.
First Foundation Bank January 2008 - Present
Commercial Capital Bank 2003 - 2007
Western Financial Bank 1998 - 2003
Home Saving 1997 - 1998
Wells Fargo 1989 - 1997
Skills
Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Loans, Small Business Lending, Commercial Banking, Cash Management, Portfolio Management, Credit, Asset Based Lending, Wealth Management, Underwriting, Finance, Leadership, Investments, Investment Advisory, Start-ups, Strategic Financial..., Lines Of Credit, Financial Advisory, Asset Management, Wealth, Wealth Management...
Education
University of Cincinnati
BA
University of Phoenix
MBA
Wells Fargo 2013 - 2014
TD Bank 2011 - November 2013
Wachovia Bank 2003 - 2011
SunTrust Bank 2000 - 2003
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Cash Management, Lines Of Credit, Financial Analysis, Small Business, Consumer Lending, Loans, Credit, Banking, Retail Banking, Commercial Mortgages, Mortgage Lending
Education
University of Central Florida - College of Business Administration 1997 — 1999
Bachelor of Science, Business Administration / Finance
Wells Fargo September 2007 - December 2009
University of Cincinnati 2004 - 2007
General Electric 2005 - 2006
Education
University of Cincinnati 2002 — 2007
Bachelor, Information Technology
Sprint Nextel April 2011 - December 2014
Amdocs December 2006 - August 2008
IBM (Consultant) May 2004 - September 2006
Sprint (Consultant) August 2000 - December 2003
Sprint Nextel 2000 - 2001
Webtelecom 1999 - 2000
Wells Fargo 1991 - 1994
Intel Corporation January 1988 - February 1991
Skills
Telecommunications, Solution Architecture, VoIP, IVR, Wireless, IP, Architectures, Software Development, CRM, Unified Communications, Open Source Software, Integration, Provisioning, System Deployment, BSS, Enterprise Software, 3G, Program Management, SDLC, Outsourcing, Telephony, Project Management, Call Center, Pre-sales, Unix, Requirements Analysis, Telco, Software Project..., RCS, Genesys Framework, Vendor Management, SIP, 4G, LTE, GSM, PMO, 3GPP, System Architecture, SMS, CDMA, VAS, Mobile Technology, Diameter, Billing Systems, SNMP, TCP/IP, Telecommunications..., Service Delivery, Call Centers, Business Process
Education
Central Missouri State University 1982 — 1986
B.S, Electronics Engineering, Math
BNY Mellon September 2015 - Present
U.S. Mutual Fund Family/U.S. Investment Mangement Firm August 2012 - September 2015
ING Funds December 2006 - August 2012
UMB Fund Services November 2003 - December 2006
Wells Fargo December 2000 - September 2003
Skills
Investments, Securities, Asset Management, Alternative Investments, Fixed Income, Fund Administration, Hedge Funds, Mutual Funds, Equities, Strategic Planning, Asset Allocation, Investment Management, Financial Services, Financial Analysis, Management, Derivatives
Education
University of Cincinnati
Bachelor's degree - Accounting, Accounting
University of Cincinnati
Bachelor of Arts (BA), Accounting
Wells Fargo November 2009 - Present
Capital One October 2009 - October 2009
Wachovia Bank December 1988 - December 2008
Skills
Banking, Budgets, Business Analysis, Customer Service, Financial Analysis, Process Improvement, Program Management, Recruiting, Testing, Training, Vendor Management, Cross-functional Team..., Operations Management
Education
University of Central Punjab
B.A.
Duke Energy November 2013 - Present
Wells Fargo May 2012 - October 2013
Conclusive Analytics March 2011 - April 2012
Wells Fargo August 2010 - March 2011
Office Media Network May 2010 - January 2011
Paragon Revenue Group November 2009 - March 2010
Smart I.T. Systems (consultant at Cincinnati Financial Corporation) February 2008 - August 2009
Source One (consultant at GE) May 2004 - February 2008
Belcan IT February 2004 - April 2004
OAOT Technologies September 2003 - February 2004
Skills
SQL, VB.NET, ASP.NET, SSRS, T-SQL, Visual Basic, XML, Programming, Requirements Analysis, SQL Server, .NET, Databases, HTML, Java, ASP, Access, Application Development, Shell Scripting, Visual Studio, Microsoft SQL Server, Software Development
Education
University of Cincinnati
BACHELOR, BUSINESS ADMINISTRATION; Information Systems and Accounting
University of Cincinnati - Blue Ash
ASSOCIATE, ACCOUNTING; Accounting
Evolve Bank and Trust December 2013 - Present
BankUnited December 2012 - December 2013
SunTrust Bank August 2010 - December 2012
Wells Fargo April 2009 - July 2010
Community South Bank June 2004 - December 2008
Banco Popular June 1997 - June 2004
Skills
Commercial Lending, Small Business Lending, SBA, Loans, Commercial Banking, SBA 504, Credit Analysis, Credit, Banking, Commercial Mortgages, Underwriting, Mortgage Lending, Portfolio Management, Financial Analysis
Education
University of Central Florida - College of Business Administration 2003 — 2006
MBA, Finance
University of Central Florida - College of Business Administration 1998 — 2002
BSBA, Accounting
Wells Fargo April 2015 - Present
SunTrust Bank 2005 - February 2015
BB&T 2000 - 2005
Skills
Commercial Mortgages, Commercial Banking, Credit, Mortgage Lending, Loans, Small Business Lending, Commercial Lending, Banking, Asset Management, Portfolio Management, Underwriting, Credit Analysis, Financial Analysis
Education
University of Central Florida - College of Business Administration 2002 — 2005
BS, Management Information Systems
University of Central Florida - College of Business Administration 1992 — 1997
BS, Accounting
Wells Fargo Bank February 2014 - Present
Wells Fargo SBA Lending November 2012 - February 2014
Wells Fargo May 2011 - November 2012
The Palmetto Bank April 2004 - December 2008
Skills
Business Development, Commercial Banking, Underwriting, Credit, Loan Origination, Banking, Financial Analysis, Sales, Management, Commercial Lending, Credit Analysis, Loans
Education
University of Central Florida - College of Business Administration
Marketing and Accounting
Union Savings Bank 2014 - Present
Wells Fargo 2012 - 2014
Fifth Third Bank 2011 - 2012
Kforce Inc. 2010 - 2011
Realty Executives 2005 - 2011
Homestead Mortgage 2006 - 2010
Skills
Non-profit Leadership, Customer Service, Selling, Team Leadership, Sales, Team Building, Sales Operations, Employee Training, Marketing, Wholesale Banking, Education, Bookkeeping, Volunteer Management, Financial Services, Management, Funding, Loan Origination, FHA, Financial Risk, Banking
Education
University of Cincinnati
Bachelor of Science (B.S.), 3.596
Wells Fargo May 2011 - Present
Wells Fargo July 2010 - May 2011
Virteva May 2010 - July 2010
Visible Customer September 2008 - May 2010
Iconoculture May 2007 - August 2007
TCF Bank 2005 - 2005
Skills
Process Improvement, Project Management, Marketing, Business Analysis, CRM, Marketing Strategy, Leadership, Management, Account Management, Online Advertising
Education
University of Colorado Boulder 2004 — 2008
BS, Marketing, Information Systems
SUNSHINE AFFILIATES 2007 - Present
ING Nederland 2001 - 2006
Wells Fargo 1996 - 1998
Education
Central Missouri State University 1989 — 1993
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Scripps Memorial Hospital February 2006 - February 2009
Wells Fargo March 2002 - April 2003
Fidelity Investments August 1999 - September 2000
Skills
Patient Advocacy, Hospitals, BLS, Patient Safety, Patient Education, Medical Terminology
Education
University of Cincinnati 1994 — 1998
B.A., Anthropology
University of Cincinnati 1994 — 1998
Bachelor of Arts (B.A.), Cultural Anthropology
Watson Realty Corp. April 2014 - Present
PHH Mortgage January 2013 - April 2014
Wells Fargo May 2010 - January 2013
Circuit City September 2007 - August 2008
Skills
Mortgage Underwriting, Financial Analysis, Leadership, Retail, Financial Statement..., Credit Analysis, Customer Satisfaction, Customer Service, Time Management, Cross Selling, Detailed Organization, Merchandising, Loss Prevention, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office
Education
University of Central Florida - College of Business Administration 2008 — 2012
Bachelors, Accounting & Finance, 3.5
PCP January 2009 - Present
Wintrust Financial Corporation 2006 - 2008
First Midwest Bank 2003 - 2006
BB&T 1999 - 2003
Wells Fargo 1997 - 1999
Skills
Commercia Real Estate~..., Real Estate Development..., Business Development ~..., Targeted Sales ~..., Strong Negotiation ~..., Economic Analysis..., Entrepreneurship ~..., Lending, Loans, Investment Properties, Private Equity ~..., Capital Markets..., Business Development ~..., Financial Modeling ~..., Marketing Tactics ~..., Investments Leases ..., CMBS Dispositions..., Construction Loans ..., Valuation Cash Flow..., Loan Syndication ..., Construction Lending ..., Customer Service, Credit, Financial Modeling, Microsoft Excel, Real Estate, Budgets, Portfolio Management, Marketing, Strategic Planning, Research, Public Speaking, Outlook, Mergers & Acquisitions, Sales, Investments, Management, Commercial Real Estate, Commercial Banking, Banking, Financial Analysis, Negotiation, Commercial Lending, Asset Management, Business Development, Commercial Mortgages, Financial Structuring, Underwriting, Analysis, Microsoft SQL Server
Education
University of Colorado at Boulder 1987 — 1991
Bachelor of Science (BS), Finance
University of Colorado at Boulder - Leeds School of Business
Fifth Third Bank January 2014 - Present
Wells Fargo September 2012 - January 2014
Wells Fargo Home Mortgage January 2011 - September 2012
Wells Fargo Financial January 2000 - December 2010
Wells Fargo Financial January 1997 - January 2000
Skills
Leadership Development, Diversity Training, Responsible Sales..., Loans, Training, Leadership, Financial Services, Cross Selling, Mortgage Lending, Relationship Management, Succession Planning, Credit, College Recruiting, Underwriting, Retail Banking, Interviews, Recruiting, Sales, Team Building, Job Coaching, Coaching, Banking, Consumer Lending
Education
University of Central Florida - College of Business Administration 1988 — 1992
Business, Marketing
Western & Southern Financial Group 2011 - Present
Fifth Third Bank 2010 - 2011
Wells Fargo 2006 - 2010
Wachovia, A Wells Fargo Company 2002 - 2006
Education
University of Cincinnati
Associates, Criminal Justice
Bolerjack Halsema Bowling & White July 2011 - Present
Wells Fargo December 1988 - June 2010
Skills
Payroll, Management Consulting, Bookkeeping, Small Business, Journal Entries, Banking, Tax Preparation, Sales Tax, Tax Returns, Income Tax, Account Reconciliation, Accounting, Budgets, Tax, Customer Service, Credit, General Ledger, QuickBooks, Loans, Financial Statements, Accounts Payable, Investments, Cash Flow
Education
University of Central Florida
Master's degree, Accounting
University of Florida
Bachelor's degree, Business Administration and Management, General
LPS Field Services, Inc. October 2008 - Present
Wells Fargo March 2006 - March 2007
Bank of America January 2005 - January 2006
Skills
Foreclosures, Mortgage Lending, FHA, Property, REO, Real Estate
Education
University of Cincinnati 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo April 2012 - Present
Wells Fargo Bank October 2008 - March 2012
Wachovia, A Wells Fargo Company November 2006 - September 2008
First Data Corporation - REMITCO June 2004 - October 2006
First Union National Bank - Wachovia Bank 1997 - 2004
Star Bank 1996 - 1997
Skills
Risk, Vendor Management, Banking, Reg Z, Lockbox, Remittance Processing, Third Party Vendor..., Vendor Relationships, Payment Card Processing, Outsourcing, Credit Card Transaction..., Vendor Audit, Transaction Processing, Operations Management, Financial Risk, Treasury Management, Relationship Management, Treasury Services, Project Management, Cash Management, Operational Risk..., Business Analysis, Financial Services
Education
Hanover High School
University of Cincinnati
Cintas November 2013 - Present
Wells Fargo April 2013 - October 2013
Wells Fargo January 2009 - April 2013
Wells Fargo January 2003 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Analysis, Data Analysis, Loans, Access, Banking, Mortgage Underwriting, Mortgage Lending, Team Management, Operations Management, Credit, Credit Analysis, Loan Origination, Mortgage Banking, Refinance, Residential Mortgages
Education
University of Cincinnati 1995 — 1999
BS, Legal Studies, General
Capital One May 2014 - Present
SunTrust Bank February 2013 - May 2014
M&T Bank October 2011 - February 2013
Wells Fargo August 2010 - September 2011
BANK OF AMERICA, Virginia January 2008 - August 2010
Skills
Loans, Management, Banking, Commercial Banking, Credit Analysis, Leadership, Business Development, Retail Banking, Training, Sales, Budgets, Customer Service, Credit, Financial Services
Education
University of Cincinnati
Finance, Pre MBA Major
Wells Fargo October 2013 - Present
Standard Chartered Bank 2008 - 2012
Wells Fargo September 2004 - June 2008
HSBC June 2000 - September 2004
JPMorgan Chase September 1998 - May 2000
Skills
Financial Risk, Credit, Credit Risk, Credit Analysis, Banking, Retail Banking, Commercial Banking, Portfolio Management, Operational Risk, Loans, Credit Cards, Basel II, Consumer Lending, Cross Selling, Operational Risk..., Trade Finance
Education
University of Cincinnati College of Business 1991 — 1996
Bachelor of Business Administration (BBA), Management Sciences and Quantitative Methods
Wells Fargo August 1997 - Present
Johnson County Sheriff's Dept January 1995 - July 1997
Education
University of Central Missouri 1992 — 1997
Criminal Justice
Kansas City Kansas Community College January 2013 - May 2015
Wells Fargo May 2004 - November 2011
Skills
Customer Service, Research, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Kansas City, KS Community College 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Registered Nursing/Registered Nurse
University of Central Missouri 1993 — 1995
Bachelor's Degree, Hotel & Restaurant Administration, 3.0
Wells Fargo January 2012 - Present
Education
University of Central Missouri
Bachelor’s Degree, Marketing
Wells Fargo May 2014 - August 2014
City of Jacksonville June 2013 - July 2013
Kumon February 2011 - August 2012
Education
University of Central Florida 2012 — 2016
New Mather Metals, Inc March 2013 - June 2014
Intrex Aerospace October 2010 - March 2012
Sundyne April 2008 - April 2009
James Engineering October 2007 - April 2008
A. R. Wilfley & Sons, Inc. October 2005 - June 2007
Case Logic October 2004 - September 2005
The Home Depot March 2002 - April 2004
4 Wheel Parts July 1998 - February 2001
Wells Fargo June 1999 - June 2000
Skills
Engineering, Manufacturing, Lean Manufacturing, Six Sigma, Continuous Improvement, Product Development, Precision Tooling, CAD, CNC Manufacturing, Robot Programming, Project Management, Engineering..., DMAIC, Value Stream Mapping, SIPOC, 5S, SMED, Kaizen, Root Cause Analysis, Poka Yoke, Tooling Design, SolidWorks, Engineering Drawings, Finite Element Analysis, CAE, 3D Rendering, Pneumatics, Electro-mechanical, Team Building
Education
University of Colorado Boulder 2000 — 2004
Bachelor of Science (BS), Mechanical Engineering
Faith Christain Academy 1993 — 1997
High School Diploma, General Studies