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
Sugarlabs.me April 2014 - Present
WhatShesReallyThinking.com April 2012 - August 2014
Merrill Lynch November 2012 - June 2013
Wells Fargo April 2001 - October 2012
Skills
Sales Management, New Business Development, Relationship Management, Business Development, Wealth Management, Portfolio Management, Financial Services, Banking, Credit, Mortgage Lending, Finance, Investments, Loans, Series 7, Social Media, Entrepreneurship, Leadership, Social Media Marketing, Personal Development, Management, Marketing Strategy, Marketing, Start-ups, Sales, Product Management
Education
University of Colorado Boulder 1993 — 1997
BA, Fine Arts, Photography
Scottrade October 2014 - Present
Wells Fargo February 2013 - October 2014
Ralphie's Sports Bar 2010 - 2012
Skills
Social Media, Facebook, Sports, Critical Thinking, Teamwork, Sales, Public Speaking, Public Relations, Customer Service, Financial Analysis, Training
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (BA), Organizational Communication, General
Tradition Capital Bank January 2014 - Present
Tradition Capital Bank January 2011 - December 2013
Tradition Capital Bank August 2006 - December 2010
Wells Fargo October 2002 - August 2006
Wells Fargo October 1998 - October 2002
Skills
Financial Analysis, Banking, Loans, Credit Analysis, Commercial Banking, Cash Management, Finance, Credit, Small Business Lending, Financial Modeling, Leadership, Commercial Lending, Portfolio Management, Managerial Finance, Financial Reporting, Retail Banking, Strategic Financial..., Mortgage Lending, Financial Services, Executive Management, Financial Risk, Business Planning, Due Diligence, Financial Institutions, Risk Management, Asset Management, Mergers & Acquisitions, Private Equity, Internal Controls, Investments, Financial Planning
Education
University of Minnesota - Carlson School of Management 1997 — 2002
Bachelor of Science (B.S.), Finance & Economics
Graduate School of Banking at Colorado 2011 — 2013
Aimco Apartment Homes June 2015 - Present
Aimco December 2013 - Present
Office Max January 2011 - November 2013
University of Colorado Boulder August 2009 - May 2013
Wells Fargo April 2012 - September 2012
JC Penney January 2007 - January 2010
Skills
Critical Thinking, Research, SPSS, Data Analysis, PowerPoint, Higher Education, Qualitative Research, Community Outreach, Event Planning, Mathematica, Facebook, Student Affairs, Statistics, Student Development, LaTeX, Matlab, AutoCAD, OneSite, SharePoint, Microsoft Excel, Microsoft Word, InDesign, Illustrator, Photoshop, Rhino 3D
Education
University of Northwestern Ohio 2015 — 2016
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General, 1st Year Graduate Student
University of Colorado Boulder 2009 — 2013
B.A, Environmental Design, Cumulative GPA - 3.6 / Major GPA - 3.8
DigitalGlobe May 2014 - Present
DigitalGlobe May 2013 - May 2014
Wells Fargo December 2010 - May 2013
College Works Painting February 2010 - September 2010
Omnitech International Inc April 2008 - February 2009
Skills
Banking, Credit, Commercial Banking, Cash Management, Retail Banking, Financial Analysis, Cross Selling, Deposits, Treasury Management, Teller Operations
Education
University of Colorado at Boulder 2007 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
University of ColoradoLeeds College of Business 2007 — 2013
B.A, Accounting; Operations & Information Management; Project management
Bank of America 2013 - Present
Wells Fargo March 2010 - September 2012
AVSC December 2009 - August 2012
Primesource Staffing May 2007 - December 2009
Skills
Microsoft Office, Microsoft Word, Mac OS, Financial Services, Cross Selling, Education, Creative Problem Solving, Recruiting, Photoshop, Lightroom, Adobe, Digital Photography, Graphic Design, Leadership, Customer Support, Account Management, Banking
Education
University of Colorado Boulder 2001 — 2007
Bachelor of Arts (BA), Psychology
Greely High School, Cumberland Maine
Wells Fargo September 2015 - Present
University of Colorado September 2012 - May 2013
Skills
Microsoft Office, Research, Mathematica, Revit, AutoCAD Civil 3D, MathCAD, Hip-Hop Dance, Surveying, Public Speaking, Written Communication, Leadership, Customer Service, HTML5, CSS, Analytical Skills, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Time Management, Higher Education, JavaScript, jQuery
Education
University of Colorado Denver 2014 — 2016
Bachelors of Science in Business Administration, Accounting emphaisis Information Systems
University of Colorado Boulder 2010 — 2013
Wells Fargo September 2014 - Present
Wells Fargo Bank April 2014 - September 2014
Wells Fargo Bank December 2012 - April 2014
Wells Fargo June 2011 - December 2012
Wells Fargo Bank August 2010 - June 2011
University of Colorado Boulder, Career Services July 2008 - December 2008
Skills
Customer Service, Credit, Loans, Sales, Banking, Microsoft Office, Analysis, PowerPoint, Microsoft Excel, Credit Analysis, Team Building, Financial Analysis, Retail, Human Resources, Commercial Banking
Education
University of Colorado at Denver 2012 — 2014
Master of Science (MS), Management and Organization: Managing Human Resources, 3.7 GPA
University of Colorado Boulder 2007 — 2010
BA, International Spanish for the Professions
OppenheimerFunds August 2013 - Present
Wells Fargo May 2012 - August 2012
Wells Fargo Advisors May 2010 - August 2011
Mosaic Sales Solutions 2010 - 2011
Skills
Finance, Sales, Investments, Financial Advisory, Real Estate, Microsoft Excel, Public Speaking, Time Management, Research, Microsoft Office, Customer Service, Critical Thinking, Teaching, Teamwork, Consulting, Investment Advisory, Series 7, Analysis
Education
University of Colorado Boulder
Bachelor of Business Administration (BBA), Business Administration with an emphasis in Finance and Real Estate Certificate
Altstadt German Brewhaus November 2013 - February 2014
Queen City Grill August 2013 - November 2013
Buckley's Belltown April 2013 - October 2013
Toulouse Petit Kitchen and Lounge December 2009 - June 2013
Pesos Kitchen and Lounge September 2009 - March 2013
Starbucks December 2006 - March 2010
High Dive August 2008 - September 2009
Wells Fargo March 2002 - July 2006
Skills
Restaurants, Customer Service, Food & Beverage, Bartending, Pastry, Barista Training, Food Service, Restaurant Management, Spanish-speaking, Tax Accounting, Retail Banking, QuickBooks, Word, PowerPoint, Microsoft Excel, Warehouse Management, Fine Art, Visual Arts
Education
University of Colorado Boulder
Bachelor of Fine Arts (BFA), Fine and Studio Arts
US Bank October 2014 - Present
US Bank August 2012 - Present
JPMorgan Chase August 2010 - August 2012
Wells Fargo April 2009 - August 2010
Skills
Series 6, Sales, Small Business Lending, NMLS, Treasury Management, Merchant Services, Payroll
Education
University of Colorado Boulder 2005 — 2009
Bachelor's degree, Business
Heritage High school 2001 — 2005
Wells Fargo November 2013 - Present
Wells Fargo November 2012 - November 2013
Wells Fargo March 2012 - November 2012
Wilhelmina Models May 2011 - August 2011
White House Black Market June 2010 - August 2011
Maurices August 2006 - August 2008
Skills
Sales, Small Business, Relationship Management, Sales Process, Customer Service, Client Prospecting, Consumer Lending, Credit Management, Business Relationship..., Home Equity Lines of..., Loans, Credit, Customer Insight, Leadership, Advertising, Event Planning, Google Analytics, Consumer Insights, Home Equity Loans, Finance, Consumer Insight, Sales Prospecting, Qualifying Prospects
Education
University of Colorado at Boulder 2008 — 2011
Advertising, Journalism and Mass Communication
University of Colorado Boulder
Wells Fargo May 2008 - Present
Skills
Credit, Credit Risk, Credit Analysis, Credit Scoring, Loans, Real Estate, Home, Mortgage Lending, Loan Origination, Finance, Funding, Financial Risk, Residential Mortgages, Refinance, Negotiation, Mortgage Underwriting, FHA, Commercial Lending, Real Estate Financing, Commercial Mortgages, Construction Loans, Loss Mitigation, Small Business Lending, USDA, Loan Servicing, Asset Based Lending, Investment Properties, Financial Structuring, Mortgage Servicing, VA loans, FHA financing, Home Equity Loans, Financial Modeling, Corporate Finance, Strategic Financial...
Education
University of Colorado at Boulder 1990 — 1994
Bachelor of Arts (B.A.), Business/Managerial Economics
Arbitrage Compliance Specialists, Inc. January 2014 - Present
KeyBank July 2009 - January 2014
Wells Fargo May 2007 - July 2009
Jackson August 2004 - May 2007
General Nutrition Centers, Inc January 2003 - July 2004
Skills
Account Management, Microsoft Word, Sales, Microsoft Office, Customer Service, Management, Finance, Leadership
Education
University of Redlands 1999 — 2002
English, Creative Writing - Non Fiction
University of Colorado Boulder 1998 — 1999
Journalism
University of Northern Colorado 1997 — 1998
Journalism
Mullen
Mullen
AVI Superfoods March 2014 - July 2014
Saquito Mix LLC February 2014 - June 2014
TopSearch Marketing LLC January 2013 - January 2014
Wells Fargo August 2012 - January 2013
Motorsports Writer/Blogger August 2011 - May 2012
Evolution Medicine October 2009 - July 2011
Tom Ford LLC March 2005 - April 2009
ARC Motorsport January 2004 - April 2004
Skills
Leadership, Leadership Development, Consulting, Strategic Planning, Marketing Strategy, Management Consulting, Strategic Consulting, Strategic Brand..., Strategic Brand..., Brand Development, Brand Asset Management, Corporate Branding, Organic Farming, Contract Farming, Logistics, Medical Marijuana, Cannabis, Manufacturing..., Food & Beverage, Superfoods, Banking, Retail Banking, Commercial Banking, Sales, Sales Management, CBD, Aviation, General Aviation, Creative Writing, Proposal Writing, News Writing, Certified Arborist, Private Pilot, Graphic Design
Education
University of Colorado Boulder
Wells Fargo December 2013 - Present
Wells Fargo June 2013 - November 2013
Promontory Financial Group, LLC November 2012 - January 2013
Skills
Financial Analysis, Customer Service, Market Analysis, Financial Advisory, Microsoft Office, Proprietary Software, Data Entry, Data Analysis, Sales, NMLS Licensed
Education
University of Colorado Boulder 2006 — 2011
Bachelor's degree, Economics
Wells Fargo May 2015 - Present
Wells Fargo December 2013 - May 2015
Scottrade February 2013 - December 2013
Wells Fargo August 2010 - February 2013
Skills
Consumer Lending, Lines Of Credit, Small Business Lending, Retail Banking, Cross Selling, Series 7, Series 63, Colorado State...
Education
University of Colorado Boulder 2006 — 2010
Bachelor's degree, Economics
Wells Fargo May 2014 - July 2014
Cloudy, Inc. April 2013 - January 2014
Delta Delta Delta November 2012 - December 2013
Orthopaedic Specialists of North County May 2013 - July 2013
Fire Mountain Veterinary Hospital May 2012 - August 2012
Summer & Sugar May 2012 - August 2012
Education
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Business Administration
University of Colorado at Boulder 2011 — 2012
Business Administration
Leprino Foods August 2014 - Present
Leprino Foods May 2013 - August 2014
Wells Fargo May 2011 - May 2013
CrowdQuirk October 2011 - December 2012
Real Capital Solutions November 2010 - May 2011
US Bank April 2008 - November 2010
MIAC May 2007 - August 2007
Skills
Finance, Loans, Financial Analysis, Microsoft Excel, Underwriting, Credit Analysis, Sales, Investments, Management, Banking, Analysis, Financial Modeling, Mergers & Acquisitions, Strategy, Risk Management, Leadership, Credit
Education
University of Colorado Boulder 2005 — 2009
Bachelor of Science (B.S.) , Business Administration, Finance
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
BS, Finance
Wells Fargo May 2014 - Present
Colorado Legal Services January 2014 - June 2014
University of Colorado Boulder February 2011 - May 2014
Front Range Community College 2010 - 2011
Front Range Community College 2010 - 2011
Front Range Community College 2010 - 2011
Front Range Community College 2010 - 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
University of Colorado Boulder 2011 — 2016
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo January 2014 - Present
Supreme Lending May 2010 - September 2013
Skills
Mortgage Lending, Mortgage Banking, Sales, Refinance, Real Estate, Investment Properties, Microsoft Office, Marketing, Financial Analysis, Microsoft Excel
Education
University of Colorado at Boulder 2006 — 2010
BS, Finance
Arrow Electronics September 2014 - Present
Arrow Electronics May 2014 - September 2014
MWH Global June 2013 - August 2013
Darden November 2011 - December 2012
Wells Fargo December 2010 - December 2011
Cole Haan September 2009 - June 2011
Skills
Time Management, Food & Beverage, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Corporate Finance, Management, Finance, Budgets, Analysis, Sales, Forecasting, Financial Analysis, Leadership, Access
Education
University of Nevada-Las Vegas 2009 — 2014
Bachelor's degree, Finance, General, 3.75 GPA
University of Colorado Boulder 2008 — 2009
Civil Engineering
WJBradley February 2014 - Present
Wells Fargo July 2007 - February 2014
Skills
Mortgage Lending, Loans, Investments, Financial Analysis, Underwriting, Credit, Investment Properties, Finance, Portfolio Management, Real Estate, Financial Modeling, First Time Home Buyers, Banking
Education
University of Colorado Boulder 2003 — 2007
BA, Finance and Real Estate
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BA, Finance and Real Estate
Wells Fargo September 2014 - Present
Wells Fargo Securities December 2011 - September 2014
Wells Fargo Securities November 2009 - December 2011
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Interest Rate..., Swap Valuation, Derivative Operations, Data Analysis, Calypso, Oracle, Essbase, SQL, VBA, Microsoft Excel
Education
University of Colorado Boulder 1996 — 2000
Bachelor of Arts (B.A.), Economics
Wells Fargo May 2014 - Present
ALDO Group May 2013 - May 2014
Northwestern Mutual December 2012 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Finance, Sales, Customer Service, Banking, Management, Economics
Education
University of Colorado at Boulder 2008 — 2013
Bachelor's Degree, Economics
The McConnell Group, LLC & Realtors Resource Center, LLC September 2007 - Present
Wells Fargo February 1989 - March 2003
Skills
First Time Home Buyers, Real Estate, Investment Properties, Sellers, Foreclosures, REO, Listings, Buyer Representation, Training, Compliance, Lecturing, Project Management, Market Analysis, Quality Management, Real Estate Transactions, Residential Homes, Condos, Negotiation, Customer Service, Management, Sales Management
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.), Communication, General
Unishippers March 2015 - Present
Lara Financial Consulting LLC February 2006 - Present
ICDC College August 2010 - July 2012
Countrywide Home Loans May 2008 - May 2010
Wells Fargo January 2007 - May 2008
Ace Mortgage Funding July 2006 - January 2007
H&R Block Mortgage November 2005 - July 2006
Nationstar Mortgage January 2003 - November 2005
Wellbridge 2001 - 2003
Skills
Debt Consolidation, Credit Risk, Mortgage Banking, Cash Flow, Mortgage Lending, Refinance, Credit, Access, Admissions, Customer Service, E-Learning, Instructional Design, Investment Properties, Loans, Management, Real Estate, Referrals, Sales, Selling, Student Financial Aid, Time Management, Cold Calling, Customer Satisfaction, Finance
Education
University of Colorado at Boulder 2001 — 2005
Accounting, Business Administration- Accounting
St. Dorothy's Catholic School
Grade School, Grade School
Wells Fargo Bank February 1977 - August 2013
Wells Fargo 2012 - May 2013
Wells Fargo 2004 - 2011
Wells Fargo 1996 - 2004
Skills
Change Management, Banking, Strategic Planning, Credit Analysis, Commercial Lending, Team Building, Business Strategy, Process Improvement, Management Consulting, Treasury Management, Financial Reporting, Financial Modeling, Corporate Finance, Real Estate, Financial Analysis, Commercial Banking, Investments, Mergers, Risk Management, Mergers & Acquisitions, Leadership, Credit, Finance, Portfolio Management, Strategic Partnerships, Relationship Management, Sales, Loans, Mortgage Lending, Sales Management, Executive Management, Strategic Financial..., Cash Management, Small Business Lending, Loan Origination, Credit Risk, Underwriting, Asset Management, Valuation, Asset Based Lending, Due Diligence
Education
Stonier Graduate School of Banking - Rutgers University 1983 — 1985
University of Colorado at Boulder 1970 — 1976
Bachelor of Science (B.S.), Finance and International Business
Wells Fargo October 2011 - Present
Wells Fargo Home Mortgage July 2010 - October 2011
Wells Fargo August 2005 - July 2010
Skills
Risk Management, Process Improvement, Strategy, Project Management, Performance Management, Account Management, Product Management, Recruiting, Marketing Strategy, Budgets, Corporate Communications, Credit Risk
Education
University of Colorado at Boulder 2000 — 2004
BA, International Affairs
Wells Fargo March 2015 - Present
Wells Fargo July 2013 - Present
Wells Fargo February 2012 - July 2013
Wells Fargo September 2011 - February 2012
Malcolm~Cisneros, A Law Corporation April 2010 - July 2011
CEVA Logistics May 2005 - July 2005
Education
University of North Carolina at Chapel Hill 2009 — 2010
Paralegal Certificate
University of Colorado at Boulder 2004 — 2008
BS, Media Studies
Ravenscroft 2000 — 2004
GED
The Soirée Srudio March 2012 - Present
Wells Fargo September 2007 - Present
World Savings & Loan- Golden West Financial January 2000 - February 2007
Winter for Congress Campaign June 2006 - November 2006
Education
University of Colorado Boulder 2003 — 2007
Wells Fargo Bank November 2010 - Present
Wells Fargo Bank July 2005 - October 2010
Wells Fargo Bank November 2001 - July 2005
Wells Fargo October 1999 - October 2001
Skills
Financial Analysis, Financial Modeling, Financial Advisory, Corporate Finance, Real Estate Economics, Networking, Loans, Credit, Commercial Banking, Commercial Lending, Banking, Credit Analysis, Portfolio Management, Investments, Underwriting
Education
University of Denver/Regis University 2002 — 2004
MBA, Finance & Accounting
University of Colorado Boulder 1994 — 1999
Bachelors, Political Science & Economics
Bank of America December 2012 - Present
The L. Warner Companies August 2009 - May 2013
Colonial Life March 2009 - August 2009
Colonial Life September 2007 - February 2009
Colonial Life 2005 - 2007
Wachovia 1998 - 2005
ABN AMRO 1988 - 1998
ABN AMRO Bank, Inc, and N.V. 1988 - 1998
Wells Fargo 1986 - 1988
LaSalle Bank 1978 - 1988
Skills
Process Improvement, Call Centers, Leadership, Operations Management, Call Center, Insurance, Employee Benefits, Health Insurance, Analysis, Quality Assurance
Education
Capella University 2003 — 2007
MBA
University of Colorado at Boulder 1971 — 1975
BA
Alta Planning + Design August 2014 - Present
Kroenke Sports Enterprises 2009 - Present
Sports Authority Corporate Offices January 2013 - August 2014
Wells Fargo July 2012 - January 2013
Crave Dessert Bar and Lounge December 2011 - June 2012
Skills
Sales, Customer Service, Marketing, Microsoft Excel, Time Management, PowerPoint, Account Management, Microsoft Office, Microsoft Word, Social Media, Teamwork, Outlook, Social Media Marketing, Leadership, Management, Facebook, Social Networking, Marketing Strategy, Market Research
Education
University of Colorado at Denver 2009 — 2012
BSBA, International Business
University of Colorado at Boulder 2008 — 2010
Marketing/Marketing Management, General
Wells Fargo November 2013 - Present
ProBuild Holdings June 2011 - June 2012
ProBuild Holdings May 2007 - June 2011
WestStar Bank August 2005 - May 2007
WestStar Bank May 2001 - August 2005
SHL Group Ltd. February 2000 - May 2001
Skills
CISA, CISSP, COBIT, ITIL, ISO 27001, IT GRC, SDLC, Talend, PCI Standards, Security, Information Security, Process Improvement, Information Technology, Internal Audit
Education
University of Colorado at Boulder 1994 — 1998
Yard House March 2014 - Present
Back Bay Harry's October 2013 - March 2014
j&m cafe June 2012 - July 2013
ESPN Radio August 2012 - December 2012
Wells Fargo February 2011 - November 2011
Wells Fargo February 2010 - February 2011
Lazy Dog Sports Bar May 2005 - April 2009
Skills
Sales, Microsoft Office, PowerPoint, Interviews, Marketing, Social Media, Microsoft Word, Outlook, Leadership, Account Management, Customer Retention, Research, Management, Team Building, Event Planning, Coaching, Project Management, Team Leadership, Training, Social Networking, Customer Satisfaction
Education
University of Colorado Boulder 2002 — 2007
Psychology, Sociology
Top Hat Supply, inc. January 1965 - Present
Wells Fargo January 1980 - March 1993
Skills
Customer Service, Budgets, Strategic Planning, Negotiation, Microsoft Office, Leadership, Operations Management, Team Building, Management, Process Improvement, Sales Management, Continuous Improvement, Cross-functional Team..., Team Leadership, Training
Education
University of Colorado at Boulder
Johnson Financial Group - JFG March 2014 - Present
UMB Bank September 2009 - March 2014
Wells Fargo 2006 - 2009
Wells Fargo 2005 - 2006
Wells Fargo 1999 - 2005
Skills
Strategic Planning, Management, Financial Institutions, Treasury Management, Credit, Mortgage Lending, Portfolio Management, Sales, Commercial Lending, Commercial Banking, Loans, Banking, Small Business Lending, Finance, Financial Services
Education
University of Colorado at Boulder 1990 — 1993
Bachelor of Science, Journalism
IFS Innovative Funding Services LLC December 2009 - Present
Hourglass Management January 2012 - Present
Flexco Fleet Services January 2012 - Present
Wells Fargo January 2005 - December 2009
Wells Fargo Bank 2004 - 2009
Wells Fargo May 1999 - January 2005
Wells Fargo January 1998 - May 1999
Community Credit Company 1994 - 1996
Skills
Loans, Credit, Credit Analysis, Sales Management, New Business Development, Business Development, Strategic Planning, Consumer Lending, Financial Analysis, Relationship Management, Underwriting, Sales, Financial Services, Leadership, Finance, Banking, Management, Budgets, Process Improvement, Portfolio Management, Account Management, Executive Management, Forecasting, Recruiting, Team Leadership, Pricing, B2B, Marketing, Product Development, Solution Selling, Operations Management, Customer Service, Marketing Strategy, Automotive, Customer Satisfaction, Negotiation
Education
University of Colorado Boulder - Leeds School of Business 1986 — 1989
B.S., Marketing/Organizational Management
University of Colorado at Boulder 1986 — 1989
Organizational Leadership/Marketing
Wells Fargo November 2013 - Present
Enterprise Fleet Management September 2010 - November 2013
Wells Fargo Financial August 2005 - September 2010
Skills
Credit, Sales, Account Management, Sales Management, Loans, Customer Retention, B2B, Automotive, Customer Satisfaction, Team Building, New Business Development, Sales Process, Sales Operations
Education
University of Colorado Boulder 2001 — 2005
Bachelor’s Degree, Economics
Titan Machinery December 2012 - Present
Petry Enterprises February 2000 - Present
Titan Machinery 2012 - 2013
Wells Fargo April 1973 - February 2002
Skills
Research, Microsoft Office, Microsoft Excel, Customer Service, Government, Public Speaking, Property Management, Advertising, Marketing Strategy, Marketing Communications, Market Research, Product Marketing, Product Design, Sales Management, Sales, Sales Operations, Sales Process, Sales Presentations, Real Estate, Real Estate Development, Real Estate Financing, Writing, Report Writing, Financial Reporting, Financial Analysis, Financial Accounting, Strategic Financial..., Financial Audits, Internal Audit, Human Resources..., Carpentry, Construction Management, Construction Accounting, Construction, Banking, Mergers, Business Acquisition, Lease Negotiations, Bid-letting, Matrix Management, Sales Leadership..., Employee Recognition
Education
University of Minnesota-Twin Cities 1977 — 1981
Masters Coursework, MBA
University of Colorado at Boulder 1980 — 1980
Certificate, Graduate School of Banking
University of Minnesota-Duluth 1969 — 1973
Bachelor's degree, Economics
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
University of Colorado March 2015 - Present
Great-West Financial January 2014 - March 2015
Great-West Financial March 2012 - January 2014
Safe Harbor Financial Group, Inc. September 2010 - March 2012
TIAA-CREF November 2007 - July 2010
Wells Fargo September 2005 - November 2007
Skills
Microsoft SQL Server, R, JMP, Simio, FINRA, SEC, Compliance, Financial Services, Retirement Services, 401a, 401k, 403b, 457b, IRAs, Mutual Funds, Annuities, Fixed Annuities, Insurance, Investments
Education
University of Colorado Denver 2014 — 2016
Master of Science (M.S.), Business Analytics
University of Colorado Denver 2008 — 2010
Master of Business Administration (M.B.A.), Human Resources Management specialization
University of Colorado Boulder 2001 — 2005
Bachelor of Arts (B.A.), Anthropology
Wells Fargo Bank 2015 - Present
Wells Fargo Bank 1999 - 2014
Wells Fargo 1996 - 1998
First Interstate Bank 1989 - 1996
Colorado National Bank 1981 - 1989
Skills
Banking, Financial Services, Treasury Management, Commercial Banking, ACH, Cash Management, Training, Training Management, Vendor Management, Strategy, Relationship Management, Cross Selling, Payments, Portfolio Management, Management, Process Improvement, Product Management
Education
University of Colorado Denver 1986 — 1990
MBA, Marketing
University of Colorado Boulder 1978 — 1981
BA, Psychology
North High School 1974 — 1977
OwnEnergy July 2007 - Present
Goldman Sachs 2004 - 2007
AES 1999 - 2002
Wells Fargo 1997 - 1999
Skills
Renewable Energy, Project Finance, Solar, Financial Modeling, Wind Energy, Strategic Planning, Financial Analysis, Energy, Mergers, Due Diligence, Negotiation, Wind, Entrepreneurship, New Business Development, Business Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
University of Colorado at Boulder 1992 — 1996
Bachelor of Science (BS), Finance
Vectra Bank Colorado April 2015 - Present
LEADERSHIPRISK MANAGEMENT ASSOCIATION October 2006 - Present
Vectra Bank of Colorado April 2012 - April 2015
Central Bank & Trust November 2010 - March 2012
Wells Fargo Bank March 2009 - November 2010
Wells Fargo July 2008 - April 2010
WELLS FARGO COLLEGE OF COMMERCIAL CREDIT September 2009 - March 2010
Wells Fargo College of Commercial Credit in July 2008 - March 2009
Venture Bank October 2006 - May 2008
Venture Bank October 2006 - May 2008
Skills
Credit Analysis, Portfolio Management, Financial Modeling, Commercial Banking, Commercial Lending, Underwriting, Credit Risk, Credit, Risk Management, Retail Banking, Banking, Finance, Investments, Due Diligence, Financial Analysis, Business Development, Small Business Lending, Commercial Real Estate, Financial Services, Loans
Education
UNIVERSITY OF COLORADO at 2001 — 2005
Bachelor of Science (B.S.), Finance; Real Estate and Entrepreneurship
University of Colorado Boulder 2001 — 2005
B.S., Finance
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
Bachelor's degree, Finance, General
Wells Fargo January 2014 - Present
SNI Companies March 2013 - November 2013
The Little Gym of Westminster October 2010 - March 2013
The Little Gym of Westminster June 2008 - October 2010
Manager of Safety June 2009 - December 2009
Skills
Administrative..., Applicant Tracking..., Temporary Staffing, Executive Search, Management, Customer Service, Outlook, Data Entry, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Social Media, People Skills, Employee Training, Volunteer Management, Training, Leadership, Human Resources
Education
University of Colorado at Boulder
Bachelor of Applied Science (BASc), Political Science and Government
Live Urban Real Estate, Inc. November 2014 - July 2015
Corona Insights August 2012 - August 2014
Goodwill Industries of Denver May 2013 - July 2014
Better Off Bowling LLC January 2013 - March 2014
Mile High Young Professionals January 2013 - January 2014
RMHS (formerly Denver Options) January 2012 - August 2012
Lakeshore August 2011 - January 2012
Wells Fargo March 2010 - August 2011
Noodles & Company August 2008 - May 2009
Elitch Gardens May 2008 - August 2008
Skills
SEO, Social Media, Social Media Marketing, Marketing, Market Research, Public Relations, Social Networking, Editing, Marketing Communications, Facebook, Marketing Strategy, Online Marketing, Non-profits, Account Management, Recruiting, Customer Service, Nonprofits, Management, Press Releases, Newsletters, Time Management, Sales, Lead Generation, Real Estate
Education
University of Colorado at Boulder 2007 — 2011
Bachelors, Political Science and History
University of Alicante 2009 — 2009
Wells Fargo April 2014 - Present
Wells Fargo January 2014 - April 2014
Wells Fargo July 2013 - January 2014
Wells Fargo March 2013 - June 2013
SNI Companies August 2012 - March 2013
Old Chicago Restaurants March 2012 - August 2012
Seo's Martial Arts October 2006 - March 2012
Skills
Customer Service, PowerPoint, Microsoft Word, Event Planning, Teamwork, Customer Satisfaction, Friendly Personality, Time Management, Organization, Fast Paced Environment, Building Leadership..., Relationship..., Relation Management, Communication, Public Speaking, Microsoft Office, Phone Etiquette, Research, Event Management, Human Resources, Training, Social Networking, Microsoft Excel, Office Management, Facebook, Critical Thinking, Team Building, Sales, Marketing, Coaching, Leadership Development, Organizational..., Employee Training, Staff Development, Performance Management, Administrative..., Employee Relations, Interviews, Leadership, Management, Recruiting, University Teaching
Education
University of Colorado at Boulder 2008 — 2012
Psychology, Psychology, Graduated
PNC June 2015 - Present
Wells Fargo January 2013 - June 2015
Franklin Financial Group, LLC January 2011 - January 2013
The Fiddler Group June 2004 - January 2010
Skills
Insurance, Retirement Planning, Finance, Wealth Management, Investments, Estate Planning, Strategic Financial..., Series 7, 401k, Life Insurance, Disability Insurance, Asset Allocation, Loans, Financial Services, Investment Advisory, Long-term Care, Portfolio Management, Securities, Asset Management, Credit, Investment Strategies, Banking, IRAs, Equities, Fixed Annuities, Retirement, Mutual Funds, Team Building, Strategic Planning
Education
University of Colorado at Boulder 2000 — 2002
BA, Political Science
Whittier College 1998 — 2000
Creator of Opportunities May 2014 - Present
NeuroLogic, LLC January 2013 - March 2015
Nationwide Direct Mortgage 2012 - 2013
Wells Fargo 2006 - 2012
Skills
Neurology, Electrophysiology, Neuropsychology, Intraoperative..., Neurosurgery, Training, Strategic Partnerships, Forecasting, Management, Marketing, Marketing Strategy, Market Planning, Leadership, Program Management, Sales, Business Development, Advertising, Strategy, Customer Service, Account Management, Social Media, Social Media Marketing, New Business Development
Education
University of Colorado Boulder
Bachelor of Arts (BA), Accounting and Finance
MediaOne Real Estate September 2010 - Present
Prudential Utah Real Estate November 2004 - September 2010
Prudential California Realty September 1999 - November 2004
Wells Fargo May 1994 - December 2000
Wells Fargo May 1994 - December 1998
Skills
Buyers, New Home Sales, Short Sales, Condos, Sellers, Foreclosures, Relocation, First Time Home Buyers, Referrals, Investment Properties, Real Estate, Residential Homes, Buyer Representation, REO, Selling, Listings, SFR, Move Up Buyers, Investors, Home Staging, HUD, Vacation Homes, Real Estate Development, Single Family Homes, ABR, Property Management, Property, Rentals, Marketing, Seniors, Resellers, Loans, Townhomes, Real Property, Council of Residential..., National Association of..., Luxury, Real Estate Transactions, Brokerage, FHA, Income Properties, New Homes, Sales, Relocation Buyers
Education
University of Colorado at Boulder 1986 — 1988
University of Utah
Finance, General
Yelp 2015 - Present
SolarCity 2015 - 2015
SolarCity 2015 - 2015
Wells Fargo 2013 - 2014
Self-employed 2012 - 2014
Skills
Microsoft Office, Microsoft Excel, Google Apps, Salesforce.com, Social Media, Customer Service, Microsoft Word, Public Speaking, Leadership, Social Networking, Event Planning, Sales, Social Media Marketing, Management
Education
University of Colorado Boulder 2011 — 2013
Chemistry
Red Robin 2014 - Present
W.J. Bradley Mortgage Capital, LLC 2011 - 2014
RemyCorporation January 2011 - May 2011
Wells Fargo 2008 - 2010
Skills
Loans, Financial Modeling, Financial Analysis, Trade Finance, Microsoft Excel, Credit, Finance, Process Improvement, Banking, Portfolio Management, Corporate Finance, Mortgage Lending, Investments, Underwriting, Valuation, Strategic Financial..., Credit Analysis, Loan Origination, Capital Markets, Mortgage Banking, Due Diligence, Risk Management, Wealth Management, Forecasting, Analysis
Education
University of Colorado at Boulder 2006 — 2010
BS, Business Administration, Finance
Regis Jesuit High School 2002 — 2006
Wells Fargo January 2014 - Present
Freshcraft August 2013 - December 2013
University of Colorado Boulder March 2013 - August 2013
College Corner August 2012 - March 2013
CU Boulder Environmental Center June 2012 - August 2012
Galileo Learning June 2010 - August 2011
Skills
Environmental Education, Renewable Energy, Energy Efficiency, Elementary Education
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Arts (B.A.), Environmental Studies
University of Colorado at Boulder 2009 — 2013
Bachelor of Arts (BA), Environmental Studies
Wells Fargo August 2014 - Present
Blackstone of Denver August 2011 - November 2012
Blackstone of Denver August 2011 - November 2012
Frontier Airlines May 2011 - August 2011
CSU Extension at Jefferson County May 2009 - September 2009
Skills
Verbal/ Written..., Able To Multi-task, Fast Learner, Social Networking, Management, Leadership, Public Relations, Recruiting, Public Speaking, Social Media, Marketing Communications, Event Management, Internal Communications, Event Planning, Facebook, Social Media Marketing, Microsoft Office, Customer Service, Marketing, Team Building, Budgets, Leadership Development, Coaching, Team Leadership, Account Management, Direct Sales, Sales, Market Research, Training, Time Management, Microsoft Excel, Fundraising
Education
University of Colorado at Boulder 2007 — 2011
BA, Communication, Business
University of Colorado at Boulder 2007 — 2011
BA, Communication, Business
Conifer High School
Paychex May 2015 - Present
Wells Fargo March 2014 - May 2015
Wells Fargo January 2013 - March 2014
Wells Fargo November 2010 - December 2012
Apria Healthcare 2007 - 2009
MCN Healthcare December 2006 - August 2007
Skills
Strategic Planning, Healthcare, Leadership, Salesforce.com, Sales, Payroll Taxes, Payroll Services, Business Loans, Lean Six Sigma
Education
University of Colorado Boulder 2002 — 2006
Integrative Physiology, Neuroscience
Office of Financial Aid August 2012 - May 2015
Wells Fargo October 2013 - December 2014
Career Services August 2011 - May 2012
Skills
Microsoft Office, Leadership, Stata, Translation, Organization, Research, Outlook, Bilingual-English/Spanis..., Financial Analysis, Customer Service, Spanish, Time Management
Education
University of Colorado Boulder 2011 — 2015
Bachelor's Degree, Economics, Minors in Business Analytics/Entrepreneurship & Ethnic Studies
Level 3 Communications July 2013 - Present
Indra's Net, Inc. January 2013 - August 2013
Indra's Net, Inc. June 2010 - December 2012
Vertafore July 2009 - July 2010
Wells Fargo May 2006 - June 2009
Boulder Calls June 2003 - September 2005
Rue De France 1998 - 2000
Skills
Account Management, Training, Management, Leadership, Customer Retention, Sales, Call Centers, Project Management, Team Management, Analysis, Business Development, Telecommunications, Team Building, Troubleshooting, Customer Service, Process Improvement, Program Management, Recruiting, Customer Satisfaction, Call Center, IT Management, Social Networking, Salesforce.com, Sales Operations, Sales Management, Telecommunications...
Education
University of Colorado at Boulder 2001 — 2006
Bachelor of Applied Science (B.A.Sc.), Sociology
Colorado Business Bank March 2006 - Present
36 Commuting Solutions January 2004 - December 2013
Wells Fargo May 1997 - March 2006
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Private Banking, Loans, Credit, Portfolio Management, Banking, Microsoft Office 2007, Treasury Management, SBA 504, Finance, Commercial Real Estate, Small Business Lending, Financial Analysis, Managerial Finance
Education
University of Colorado Boulder 1992 — 1996
Bachelor of Arts (BA), Environmental Geosciences
CenturyLink May 2014 - Present
Connell Resouces Inc. October 2013 - May 2014
Universal Forest Products January 2013 - October 2013
Volt December 2012 - January 2013
JBS October 2012 - November 2012
Wells Fargo June 2012 - September 2012
Monfort College of Business August 2010 - May 2012
Walmart May 2011 - August 2011
Mark Young Construction, Inc. May 2010 - August 2010
Pelican Lakes Golf Course 2007 - 2008
Skills
SAP ERP, Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Customer Satisfaction
Education
University of Northern Colorado 2010 — 2012
BS, Business Administration - Finance
University of Colorado at Boulder 2008 — 2010
UBS Wealth Management June 2014 - Present
Wells Fargo October 2012 - May 2014
First Citizens Bank April 2006 - September 2012
Education
University of Colorado at Colorado Springs 1998 — 2000
University of Colorado at Boulder 1995 — 1998
Law Firm of Cecilia Richards Gray May 2015 - Present
Goldberg Law Center, P.C. January 2008 - August 2014
Kendziorski and Gray, LLC November 2004 - December 2007
Wells Fargo October 2001 - November 2002
Skills
Knowledge of Basic..., Certified Financial..., Estate Administration, Business Formation, CFM, Elder Law, FINRA, Powers of Attorney, Guardianship, LLC, Legal Writing, Business Transactions, Wills, Conservatorships, Estate Tax Planning, Municipal Law, Business Litigation, Estate Planning, Legal Research, Legal Issues, Public Speaking, Commercial Litigation, Litigation, Trusts, Courts
Education
University of Seattle, School of Law 1986 — 1989
JD, Law
University of Colorado at Boulder 1980 — 1984
Bachelor of Arts, Double Major Poli Sci and Russian
Wells Fargo July 2015 - Present
SUPERVALU September 2010 - Present
Qdoba Mexican Grill November 2014 - June 2015
University of Colorado Boulder August 2011 - May 2015
Qdoba Restaurant Corporation July 2012 - November 2014
Skills
Training, Customer Service, Marketing, Customer Satisfaction, Employee Benefits, Management, Marketing Strategy, Microsoft Word, Sales
Education
University of Colorado at Boulder 2011 — 2015
Bachelor's Degree, Economics, Graduate
Universal American Mortgage Company (UAMC) / Lennar July 2014 - Present
imortgage September 2012 - July 2014
Bank of America March 2008 - June 2012
Wells Fargo November 2007 - March 2008
Beazer Mortgage August 2003 - October 2007
Chase 1995 - 2001
Skills
Mortgage Lending, Loans, Loan Origination, Residential Homes, Sellers, FHA, Banking, Refinance, FHA financing, VA loans, First Time Home Buyers, Investment Properties, USDA, Residential Mortgages, California Real Estate..., Builders, Compliance, Underwriting, Strategic Alliances, VA Loans, FHA Financing
Education
University of Colorado Boulder
Bachelor's degree
University of La Verne
MBA Program
Charles Schwab February 2014 - Present
Wells Fargo June 2013 - December 2013
Quiznos November 2005 - June 2013
InMotion Entertainment March 2003 - November 2005
Enterprise Rent-A-Car August 2001 - December 2002
Skills
Food & Beverage, Food Service, Restaurant Management, Multi-unit, Restaurants, Food, Microsoft Excel, HTML, CSS, Menu Development, Food Safety, SQL, Oracle 11g, CMS, Multi-Unit Operations, Branch Banking, Finance, Direct Sales, Time Management, Sales, Banking, Customer Service, Financial Analysis, Multi-Unit
Education
Regis University 2011 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder
Bachelor of Arts (B.A.), Econocmis
Avaya July 2014 - Present
Sunturn, Inc. January 2012 - July 2014
Avaya November 2008 - January 2012
Chase 2006 - 2008
Wells Fargo May 2005 - June 2006
Skills
Unified Communications, Managed Services, Solution Selling, VoIP, Telephony, Avaya, Telecommunications, SIP, Call Centers, Call Center, Direct Sales, Sales Management, Sales, Account Management, Salesforce.com, Channel Partners, Selling, LAN Switching, Channel, Software Solution Sales, Avaya Technologies, Contact Centers, SIP Trunking, IVR
Education
University of Colorado at Boulder
BA/BS, Management
Wells Fargo-Regulatory Compliance Risk Management (RCRM) April 2015 - Present
Wells Fargo Regulatory Compliance Risk Management May 2014 - April 2015
Wells Fargo Compliance and Enterprise Risk Management May 2006 - May 2014
Norwest/Wells Fargo Audit Services March 2005 - May 2006
Wells Fargo November 2002 - February 2005
Wells Fargo January 2000 - October 2002
Wells Fargo February 1998 - December 1999
Wells Fargo January 1996 - January 1998
Wells Fargo June 1994 - December 1995
Skills
Audit, Internal Controls, Compliance, Risk, Internal Audit, Auditing, Enterprise Risk..., ACL, Data Analysis, Financial Risk, Metrics Reporting, Fraud, Management, Operational Risk..., Analysis, Risk Management, Banking, Risk Assessment, Finance
Education
University of Colorado Boulder 1990 — 1994
BS, Accounting
Covisint August 2015 - Present
Whitney Harper UX January 2013 - Present
Wells Fargo July 2014 - May 2015
Manilla October 2013 - May 2014
Fitbit February 2012 - October 2013
Skills
Social Media Marketing, Email Marketing, Technical Writing, Creative Writing, User Experience, User Interface Design, User Research, Content Strategy, Wireframes, Product Development, Usability Testing, User Interface, User Experience Design, Mobile Applications, Mobile Devices, Social Media, CSS, Photoshop, Web Development, Strategy, Interaction Design, Team Leadership
Education
General Assembly 2013 — 2013
UX Design
University of Colorado at Boulder
Communication, Advertising
Paramount Residential Mortgage Group Inc. (PRMG Inc.) March 2012 - Present
CATALYST LENDING January 2009 - 2012
ASSURITY FINANCIAL January 2008 - August 2008
SCME MORTGAGE BANKERS June 2006 - October 2007
WELLS FARGO September 2004 - June 2006
AEGIS WHOLESALE CORP March 2004 - August 2004
SPECTRUM FINANCIAL GROUP October 2003 - March 2004
SUNTRUST MORTGAGE CORP February 2002 - October 2003
FLEET MORTGAGE GROUP July 2001 - February 2002
CARL I. BROWN MORTGAGE CO. November 1996 - January 2001
Skills
FHA
Education
University of Colorado Boulder 1981 — 1983
PSYCHOLOGY
Oracle July 2014 - Present
Alteryx June 2012 - April 2014
Tendril November 2010 - April 2012
Secure Outcomes July 2010 - October 2010
Bedrock Software December 2009 - June 2010
Key Technology, Inc. October 2007 - October 2009
Wells Fargo September 2006 - September 2007
First Data 2005 - 2006
Northern Natural Gas March 2003 - September 2005
Baan 1999 - 2002
Skills
Agile Methodologies, Software Development, Scrum, Test Driven Development, Design Patterns, Ruby, Software Engineering, C++, Smalltalk, C#, Distributed Systems, C, BDD, Testing, Java, Object Oriented Design, .NET, Extreme Programming, SOA
Education
University of Colorado Boulder
Wells Fargo July 2014 - Present
Silicon Valley Bank September 2012 - July 2014
Silicon Valley Bank September 2008 - September 2012
Wells Fargo August 2006 - September 2008
American Guaranty Financial Group October 2001 - August 2006
MatchLogic, Inc. August 1999 - October 2001
Skills
Finance, Cash Management, Structured Finance, Underwriting, Risk Management, Credit, Management, Relationship Management, Analysis, Asset Based Lending, Strategic Planning, Strategy, Investments, Portfolio Management
Education
University of Colorado Denver 2005 — 2008
MBA, Finance
University of Colorado Boulder 1995 — 1999
BS, Advertising
Bank of the West September 2007 - Present
Wells Fargo Bank 2000 - Present
Wells Fargo 2000 - 2008
Wells Fargo - Consumer Credit - Personal Lines/Loans 2002 - 2006
Bank of America 1995 - 2000
Bank America Mortgage 1995 - 2000
Skills
Banking, Financial Analysis, Financial Modeling, Forecasting, Strategic Financial..., Budgets, Analysis, Investments, Variance Analysis, Management, Business Analysis, Loans, Process Improvement, Analytics, Financial Risk, Financial Planning
Education
University of Colorado at Boulder 1974 — 1978
Bachelor of Arts (B.A.)
Black Knight Financial Services December 2012 - Present
Wells Fargo May 2012 - Present
Wells Fargo April 2008 - September 2011
Wells Fargo Bank June 2003 - April 2008
Bombardier Capital 1997 - 2003
Household Finance 1989 - 1992
Skills
Consumer Lending, Business Process..., Process Engineering, Efficiencies, Underwriting, Re-engineering, Process Improvement, Credit, Business Process, Balanced Scorecard, Business Analysis, Six Sigma, Loans, Process Management, Mortgage, Servicing, Savings, Financial Data, Management Consulting, Metrics, Executive Management, Project Plans, Business Requirements, Strategic Business, Performance Metrics, Change Management, Business Management, Prioritization, Customer Experience, Process Mapping, Change Leadership, Operational Excellence, Operations Management, Cross-functional Team..., Business Process Design, Operational Efficiency, Performance Improvement, Gap Analysis, Continuous Improvement, Business Change..., Business Strategy, Business Transformation, Organizational Change, Program Management, DMAIC, Project Implementation, Financial Analysis, Business Case, Mentoring, Team Building
Education
University of Colorado Boulder 1981 — 1985
BA, Economics
JE Dunn Construction 2015 - 2015
Visa May 2010 - September 2013
PCL Construction May 2004 - January 2010
Manpower 2009 - 2009
Spherion April 2001 - May 2004
Compass Logistics April 1997 - February 2000
Wells Fargo May 1996 - September 1997
CareerTrack 1986 - 1990
Skills
Executive Coaching, Coaching, Analysis, Conflict Management, Research, Management Consulting, Workshop Facilitation, Leadership Development, Sales, Succession Planning, Organizational..., Change Management, Marketing, Business Development, Employee Engagement, Performance Management, Training, Consulting, Time Management, Team Building, CRM, Strategy, Talent Management, Contract Negotiation, Performance Improvement, Program Management, Project Planning, Negotiation, Career Counseling, Strategic Planning, Leadership, Management, Project Management
Education
University of Colorado Boulder 1982 — 1983
Larkspur Financial Advisors February 2015 - Present
Parker's Crazy Cookies LLC August 2014 - Present
PENSCO Trust Company February 2013 - November 2013
Forward Investing February 2012 - November 2012
Wells Fargo Advisors August 2007 - February 2012
Wells Fargo March 2005 - July 2007
Plumtree Software September 2003 - January 2005
Intraware September 2001 - August 2003
Intraware November 2000 - September 2001
Intraware March 2000 - November 2000
Skills
Credit, Series 63, Alternative Investments, Asset Allocation, Financial Services, Wealth Management, Business Development, Series 7, Mutual Funds, Investments, Retirement Planning, Portfolio Management, Salesforce.com, Asset Managment, Series 66
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts (B.A.), Pre Law/ Political Science
The college preparatory school 1990 — 1995
Glorietta
Orinda Intermediate School
Missouri Bank & Trust June 2007 - Present
Missouri Bank 2007 - Present
Wells Fargo January 2000 - March 2003
Education
University of Colorado Boulder 1968 — 1972
Andrews' Family July 2012 - Present
Wachovia, A Wells Fargo Company January 2011 - July 2012
Premier Members FCU June 2010 - November 2010
Wells Fargo December 2008 - April 2010
Victoria's Secret June 2008 - July 2009
AXA Financial January 2008 - May 2008
University of Colorado at Boulder February 2007 - January 2008
Skills
Microsoft Excel, Customer Service
Education
University of Colorado Boulder 2004 — 2008
Finance
Retired and enjoying time with family August 2015 - Present
Wells Fargo September 2013 - August 2015
Semi Retired June 2012 - September 2013
Morgan Stanley February 1997 - May 2012
Nations Bank December 1995 - February 1997
Associates Financial Services 1972 - 1995
Skills
Credit, Risk Management, Financial Analysis, Loans, Portfolio Management, Banking, Mortgage Lending, Loan Origination, Loan Servicing, Series 7, Credit Analysis, Asset Management, Financial Services, Wealth Management, Credit Risk, Fixed Income, Securities, Capital Markets, Equities, Mutual Funds, Series 63, Private Banking, Strategic Financial..., Finance, Investments, Cash Management, Commercial Lending, Call Centers, Investment Banking, Relationship Management, Mortgage Banking, Derivatives
Education
University of Colorado Boulder 1985 — 1987
School of Banking
Otero Junior College 1968 — 1970
Wells Fargo Home Mortgage August 2013 - Present
Wells Fargo September 2012 - August 2013
Independent Investments November 2009 - September 2012
Wachovia, A Wells Fargo Company June 2009 - October 2009
Wachovia Bank 2005 - 2008
Wachovia Mortgage 1982 - 2008
World Savings / Wachovia Mortgage 1981 - 2008
World Savings July 2001 - October 2005
World Savings July 1990 - July 2001
World Savings 1987 - 1991
Skills
Loans, Underwriting, Compliance, Risk Management, Appraisal, Credit, Mortgage, Mortgage Lending, Call Center, Process Improvement, Loss Mitigation, Strategic Planning, Loan Origination, Team Building, Executive Management, Policy, Customer Service, Vendor Management, Problem Solving, Leadership Development, Mortgage Industry, Insurance, Operations Management, Sales Management, Portfolio Management, Change Management, Hiring, Coaching, Performance Management, Customer Relations, Organizational..., Staff Development, Budgeting, Risk, Asset Management, Banking, Call Centers, Leadership, Appraisals, Mortgage Underwriting, Training, Mortgage Banking, Management, Finance, FHA, Refinance
Education
University of Colorado Boulder 1974 — 1979
Bachelors, Biology / Business
Boulder High School
Level 3 Communications August 2015 - Present
Utiliworks Consulting, LLC. February 2012 - Present
MetaVu April 2010 - March 2012
Wells Fargo July 2009 - March 2010
Verdantix March 2008 - May 2009
Skills
Analysis, Business Strategy, Project Management, Strategy, Consulting, Analytics, Business Analysis, Business Development, Research, Management Consulting, Energy, Strategic Planning, Business Process..., Integration, Program Management, Change Management, Business Process, Smart Grid, Cross-functional Team..., Finance, Market Analysis, Business Intelligence
Education
Webster Graduate School in London 2007 — 2008
MBA
University of Colorado Boulder 2002 — 2004
Oregon State University January 2011 - Present
University of Phoenix April 2008 - May 2010
Wells Fargo 2006 - 2008
Skills
Academic Advising, Admissions, Enrollment Management, Student Affairs, Retaining Customers, Marketing, Higher Education, Adult Education, Student Development, Student Recruiting, Academic Administration, Higher Education..., Distance Learning, Campus, Student Engagement, Customer Retention, Public Speaking, Staff Development, Leadership, Teaching, Research
Education
University of Colorado Boulder 1997 — 2001
BS, Sociology
University of Phoenix
Master of Business Administration (MBA)
Wells Fargo April 2013 - Present
Centerline Capital Group February 2008 - March 2013
Roseland Property Company May 2006 - August 2006
Humphreys and Partners Architects May 2005 - August 2005
Education
University of Colorado Boulder 2003 — 2007
Environmental Design, Architecture
Wells Fargo November 2012 - Present
Wells Fargo May 2011 - October 2012
Wells Fargo July 2008 - May 2011
Wells Fargo 2006 - July 2008
Wells Fargo 2003 - 2005
Wells Fargo 2002 - 2003
EW Blanch Holding Reinsurance Company 1999 - 2001
Piper Jaffray 1994 - 1998
Piper Jaffray 1993 - 1994
Skills
Business Continuity, Operational Risk..., Financial Services, Securities, Compliance, Financial Risk, Relationship Management, Operational Risk, Risk Management, Finance, Risk Assessment, Banking, Investments
Education
Cannon Financial Institute
CFIRS
Cannon Financial Institute
CCTS
University of Colorado at Boulder
Bachelor's degree, Finance
Wells Fargo May 2005 - Present
Wells Fargo Bank May 2005 - April 2013
The Spicy Pickle April 2004 - May 2005
Skills
series 6, Series 63, Personal Banking, Commercial Banking, Investment Banking, Spanish-speaking, Sales Presentations, Sales Management, Licensed Life Insurance..., Series 65, Series 7, Wealth Management, Banking, Relationship Management, Commercial Lending, Loans, Series 6, Small Business Lending, Credit, Sales, Customer Service, Cross Selling, Management, Retail Banking, Life Insurance, Private Banking, Finance, Financial Services, Investments
Education
Concordia University-Portland 2014 — 2016
Master of Business Administration (MBA), Finance, General
University of Oregon
BA, Humanities
University of Colorado Boulder 2001 — 2005
International Spanish for the Professions, Business Minor
St Mary's Academy 1997 — 2001
High School
2004 Syracuse University of Madrid
Charles Schwab September 2014 - Present
Wells Fargo July 2013 - September 2014
Wells Fargo Bank March 2012 - June 2013
Wells Fargo October 2010 - March 2012
Wells Fargo October 2009 - October 2010
Wells Fargo April 2008 - October 2010
Citizens Bank 2005 - 2008
Skills
Consumer Lending, Small Business Lending, Loans, Credit, Banking, Commercial Lending, Lines Of Credit, Commercial Banking, Retail Banking, Mortgage Lending, Cross Selling, Credit Analysis, Loan Origination, Branch Management, Deposits, Refinance, Branch Banking, Home Equity Loans, Home Equity Lines of..., Credit Cards, Residential Mortgages, Finance, Cash Management, Wealth Management, Relationship Management, Mortgage Banking, Merchant Services, Private Banking, Customer Retention, Portfolio Management, Sales Management, Financial Analysis, Sales, Risk Management, Investments, Series 7, Financial Services, Leadership, Series 63, Strategic Financial..., Mutual Funds, Series 6, Business Development, Personal Banking, Underwriting
Education
University of Colorado at Denver 2012 — 2015
Master of Business Administration (MBA), Marketing
University of Colorado at Boulder 2004 — 2007
Bachelor of Arts (B.A.)
Wells Fargo October 2012 - Present
Skills
Credit, Small Business Lending, Banking, Commercial Lending, Credit Analysis, Commercial Banking, Retail Banking, Loans, Customer Service, Cash Flow Lending, Strategic Planning, Commercial Mortgages
Education
University of Colorado at Boulder 1983 — 1985
Bachelor of Business Administration (BBA), Finance and Real Estate, 3.94
Wells Fargo July 2013 - Present
Wells Fargo Bank February 2011 - July 2013
Wells Fargo Bank May 2007 - February 2011
Skills
Product Management, Banking, Treasury Management, Commercial Banking, Credit, Loans, Team Leadership, Risk Management, Public Speaking, Cash Management, Relationship Management, Financial Services, Credit Cards, Payments, Portfolio Management, Leadership, Innovation Development
Education
University of Colorado Boulder
Business and Psychology
Wells Fargo July 2013 - Present
University of Colorado Boulder August 2010 - Present
LaTour Restaurant August 2006 - February 2013
ZaccaZa Restaurant July 2006 - December 2008
Skills
Research, PowerPoint, Microsoft Office, Statistics, Microsoft Excel, Social Media, Economics, Microsoft Word, Spanish, Facebook, Sales
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Arts (BA), Economics, 11
Battle Mountain High School 2006 — 2010
Academy School District 20 September 2014 - Present
5 Heads Marketing Group LLC October 2012 - September 2014
Academy School District 20 September 2009 - May 2011
Wells Fargo June 2007 - August 2008
Skills
Marketing Communications, Social Media, Social Media Marketing, Online Marketing, Email Marketing, Advertising, Social Networking, Marketing, Strategic Planning, Blogging, SEO, Research, Editing, Fundraising, Microsoft Office, Project Management, Management, Marketing Strategy, Leadership, Sales, Small Business
Education
University of Colorado at Boulder 2004 — 2007
Bachelor of Arts (B.A.), Economics
U.S. Bank July 2012 - Present
Wells Fargo March 2001 - July 2012
U.S.Bank September 1989 - March 2001
Skills
Securities, Default, Bonds, Structured Finance, Escrow, Relationship Management, Investments, Credit, Financial Services, Fixed Income, Asset Management
Education
University of Colorado at Boulder 1985 — 1989
Bachelor of Arts (BA)
Davis Graham & Stubbs LLP February 2014 - Present
Davis Graham & Stubbs LLP October 2012 - February 2014
Wells Fargo June 2011 - October 2012
Skills
Legal Research, Legal Writing, Westlaw, Outlook, Legal Documents
Education
University of Colorado Boulder 2007 — 2011
BA, Psychology
Wells Fargo November 2013 - Present
Wells Fargo December 2012 - November 2013
Wells Fargo December 2011 - December 2012
Wells Fargo May 2008 - December 2011
Skills
Sales, Customer Service, Team Building, Coaching, Business, Teamwork, Finance, Banking, Credit, New Business Development, Loans, Profit, Recruiting, Hiring, Store Management, Risk Management, Leadership, Mortgage Lending, Training, Retail Banking, Credit Analysis, Relationship Management, Cross Selling, Deposits, Commercial Lending, Small Business Lending
Education
University of Colorado at Boulder
Northwestern Mutual June 2012 - Present
Wells Fargo December 2011 - May 2012
RIO All Suite Hotel & Casino May 2010 - November 2011
Skills
Mutual Funds, Series 63, Series 7, Wealth Management, Investments, Portfolio Management, Variable Annuities, Financial Analysis, Retirement Planning, Strategic Financial..., Retirement, Life Insurance
Education
University of Colorado at Boulder 2006 — 2010
Bachelor's degree, Finance & Management Services
Wells Fargo September 2010 - Present
Pulte Mortgage October 2003 - September 2010
Pulte Mortgage February 2004 - August 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, FHA, Loan Origination, Refinance, Residential Mortgages, VA loans, Credit, FHA financing, USDA, Credit Analysis, Underwriting, Banking, Mortgage Underwriting, Real Estate
Education
University of Colorado Boulder 1999 — 2003
Bachelors, History
Wells Fargo October 2014 - Present
Skills
Credit, Banking, Mortgage Lending, Loans, Financial Analysis, Credit Risk
Education
University of Colorado Boulder 2003 — 2007
Bachelor's degree, Marketing
Advent Software July 2011 - Present
Wells Fargo November 2008 - July 2011
Lipper, A Thomson Reuters Company October 2007 - September 2008
Education
University of Colorado at Boulder 2004 — 2008
B.S. Applied Mathematics, Math, Engineering, Economics, Finance
Wells Fargo January 1998 - Present
Skills
FHA, Loan Origination, Sales Management, FHA financing, VA loans, Reverse Mortgages, Strategic Planning, Refinance, Credit, Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, Marketing, Investment Properties, Customer Service, USDA, Real Estate, Banking
Education
University of Colorado at Boulder 1985 — 1989
Bachelor of Science, Marketing/ Business
Aloha High School 1983 — 1985
Wells Fargo Bank October 1999 - Present
Wells Fargo 1999 - Present
Skills
Banking, Loans, Commercial Banking, Credit, Cross Selling, Commercial Lending, Portfolio Management, Financial Services, Leadership, Cash Management, Financial Analysis, Relationship Management, Finance, Treasury Management, Credit Analysis
Education
University of Colorado at Boulder 1992 — 1997
PReMA Corp May 2011 - Present
Wells Fargo July 2002 - May 2011
Education
University of Colorado at Boulder 1996 — 2000
Bachelor of Arts, Psychology
JP Morgan Chase December 2005 - Present
Wells Fargo December 2002 - December 2005
SouthTrust Bank July 1995 - September 2002
SunTrust Bank June 1990 - July 1995
Skills
Banking, Credit underwriting, Underwriting, Financial Analysis, Corporate Finance, Finance, Credit Risk, Credit Analysis, Commercial Banking, Corporate banking
Education
University of Colorado at Boulder 1986 — 1990
Bachelor of Science (B.S.), Finance
Wells Fargo 2012 - Present
Norwest Bank 1994 - 1997
Norwest Bank 1991 - 1993
United Bank of Denver March 1984 - 1991
Skills
Mortgage Lending, Loans, Banking, Credit, Portfolio Management, Investments, Credit Analysis, Risk Management
Education
University of Denver 1982 — 1984
Master's degree - Financial/Business Administration
University of Colorado Boulder 1977 — 1981
Bachelor of Arts - Economics
Wells Fargo May 2006 - Present
Education
University of Colorado Boulder 1975 — 1979
Bachelor of Arts (BA)
Wells Fargo October 2011 - Present
Wells Fargo N.A. October 2010 - September 2011
University of Colorado September 2007 - May 2009
Education
University of Colorado Boulder 2002 — 2009
Bachelor of Arts (B.A.), Sociology
Inspirato July 2013 - October 2013
Air Comm Corporation 2009 - 2012
Wells Fargo 2010 - 2011
Puma 2008 - 2008
Mister Neat's Formal Wear 2007 - 2008
Skills
Microsoft Applications, R, Accounts Payable, Accounts Receivable, Invoice Processing, Clerical Skills, Administrative Work, Customer Satisfaction, Interpersonal Skill, Communication, Highly Organized &..., Reliable, Dedicated Professional, Environmental Sociology, Sociological Theory, Plant Ecology, Biology, Close Attention to..., Time Management, Eagerness to Learn, Deferred Compensation, Account Management, Auditing, Online Research, 10 Key, Team-oriented, Always Punctual, Logical Thinker, Statistical Data..., Aquaponics, Thinking Outside The Box
Education
University of Colorado Boulder 2008 — 2013
Bachelor's degree, Sociology and Minor in Ecology & Evolutionary Biology, 3.67
Elevations Credit Union August 2015 - Present
Wells Fargo March 2014 - August 2015
Wells Fargo October 2012 - March 2014
Skills
Banking, Customer Retention, Customer Service, Management, Microsoft Office, Retail Banking, Risk Management, Sales, Team Building
Education
University of Colorado Boulder 2008 — 2012
Bachelor's Degree, Psychology
Wells Fargo December 2014 - Present
Wells Fargo December 2012 - December 2014
Education
University of Colorado Boulder 2006 — 2009
Bachelor's Degree, Pyshcology