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
University of Colorado Colorado Springs January 2014 - Present
Colorado Springs Independent November 2014 - Present
Motion Pixel Lab November 2013 - November 2014
The Squash Blossom Gallery March 2013 - May 2013
Wish Boutique April 2011 - 2013
Garden of the Gods Trading Post May 1994 - April 2011
Wells Fargo March 1998 - June 1999
Skills
Customer Service, Retail, Sales, Inventory Management, Merchandising, Microsoft Office, Marketing, Event Planning, Visual Merchandising, Microsoft Word, PowerPoint, Social Media, Inventory Control, Sales Management, Team Building, Management, Budgets, Loss Prevention, Profit, Advertising, Facebook, Business Strategy, Event Management, Social Media Marketing, Strategic Public...
Education
University of Colorado Colorado Springs 2013 — 2016
Master's degree, Communication and Media Studies, A
University of Phoenix 2002 — 2004
B.A, Business management
University of Northern Colorado 1995 — 1999
Studies, English/Cultural Anthropology
Backbone Media, LLC August 2015 - Present
Wells Fargo September 2012 - August 2015
Mutual of Omaha Bank August 2011 - August 2012
US Bank 2011 - August 2011
US Bank 2010 - 2011
US Bank 2007 - 2010
Cushman & Wakefield 2006 - 2007
Hughes-Roth Capital Markets, Inc. 2003 - 2006
Skills
Credit Analysis, Real Estate, Relationship Management, Business Acquisition, Commercial Lending, Commercial Banking, Banking, Loans, Credit, Underwriting, Investments, Portfolio Management
Education
University of Colorado Boulder 1999 — 2003
BA, Economics
Columbine High School 1995 — 1999
Wells Fargo July 2015 - Present
Wells Fargo Financial August 2012 - June 2015
Wells Fargo August 2012 - January 2013
Wells Fargo January 2012 - August 2012
United States Air Force October 2003 - April 2008
Skills
Mortgage Lending, Banking, Credit, Loans, Finance, Financial Analysis, Credit Analysis, Retail Banking, Financial Services, Portfolio Management, Customer Service, Commercial Banking, Microsoft Excel, Team Leadership, Risk Management, Project Management
Education
University of Colorado Colorado Springs 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
AppleOne February 2011 - Present
Wells Fargo July 2007 - February 2011
Skills
Staffing Services, Applicant Tracking..., Interviews, Temporary Staffing, Customer Service, Recruiting, Employee Training, Microsoft Office, Sourcing, Temporary Placement, Resume Writing, Payroll, Screening Resumes, College Recruiting, Job Fairs, Interviewing Skills, Interview Preparation, Conducting Interviews, Networking, Reference Checking, Referrals, Candidate Generation, Qualifying Candidates, Teller Operations, Appointment Scheduling, Human Resources, VMS, Front Office, Compliance, Multi-line Phone, Cash Handling Experience, Microsoft Excel, Leadership, Sales, Training, Social Networking, Communication, Tenacious Work Ethic
Education
University of Denver 2010 — 2010
Publishing Institute Certificate, Publishing
University of Colorado Colorado Springs 2005 — 2009
Bachelor of Arts, English
OppenheimerFunds March 2015 - Present
Wells Fargo May 2014 - February 2015
University of Colorado August 2010 - May 2014
Primrose Schools June 2006 - August 2010
Skills
Savings Accounts, Certificates of Deposit, Account Research, SVP, Store Vision, Time Management, Critical Thinking, Spanish, Tutoring, Community Outreach, Spanish-speaking, Creative Writing, Intercultural..., Teaching English as a..., Cpr Certified, Translation, Academic Tutoring, Childcare, Curriculum Design, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Customer Service
Education
University of Colorado Boulder 2010 — 2014
Bachelor's Degree, Spanish/ Business
DiMeo Schneider & Associates July 2014 - Present
DiMeo Schneider & Associates August 2012 - July 2014
Wells Fargo 2008 - 2012
Citigroup February 2008 - November 2008
Goldman Sachs Asset Management 2007 - 2007
Education
Culver Military Academy 2000 — 2003
High School
University of Colorado Boulder - Leeds School of Business
BA, Finance, Economics
Vail Resorts September 2014 - Present
Vail Resorts April 2013 - September 2014
Vail Resorts Inc January 2012 - April 2013
Copper Mountain Agent & Foreman October 2011 - January 2012
Wells Fargo July 2009 - April 2011
Skills
Skin Care, Cosmetics, Beauty, Makeup Artistry, Makeovers, Bridal Showers, Fragrance, Glamour, Cosmetology, Gifts, Customer Service, Hair Care, Merchandising, Sales, Time Management, Beauty Industry, Parties
Education
University of Colorado at Colorado Springs 2008 — 2009
Colorado Springs Campus 2006 — 2007
Associate of Occupational Studies degree, Medical Specialties
AppleOne Employment Services 2012 - Present
Indian Motorcycle Omaha December 2008 - August 2009
Wells Fargo April 2008 - December 2008
Skills
Interviews, Microsoft Office, Customer Service, Sales, Resume Writing, CRM, Training, Human Resources, Career Counseling, Professional Development, Job Coaching, Client Development, Qualifying Candidates, Payroll, Coaching, Recruiting, Talent Management, Professional Mentoring, Customer Support, Sourcing, Talent Acquisition, Staff Development
Education
Lincoln East High School 1999 — 2003
University of Colorado at Colorado Springs
Paycom February 2014 - Present
U.S. Bank November 2013 - February 2014
U.S. Bank August 2012 - February 2014
Wells Fargo January 2012 - May 2012
Northwestern Mutual May 2011 - January 2012
University of Colorado at Boulder January 2010 - May 2011
University of Colorado at Boulder August 2009 - May 2011
Denver Tax Software February 2008 - August 2008
King Soopers August 2006 - April 2007
Skills
Leadership, Microsoft Excel, Microsoft Office, Customer Service, Training, PowerPoint, Financial Analysis, Microsoft Word, Public Speaking, Research, Time Management, Sales, Social Networking, Teamwork, Marketing, Analysis, Finance
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
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
Truth Realty Group at Keller Williams Denver Central June 2013 - Present
Wells Fargo August 2012 - June 2013
Sub.Mission Limited August 2011 - March 2013
FoodServiceWarehouse.com January 2012 - August 2012
Globalview Advisors February 2011 - August 2011
Wells Fargo Bank November 2007 - April 2008
Alan's Wardrobe June 2003 - August 2005
Skills
Problem Solving, Relationship Building, Sales, Sales Prospecting, Qualifying Prospects, Closing Business, Contract Negotiation, Marketing Communications, Market Research, SEO Optimization, PPC Strategies, Social Media Marketing, Social Networking, Customer Satisfaction, Business Relationship..., Advanced Computer & New..., Seller Representation, Buyer Representation, Tenant Representation, Landlord/Investor...
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2011
Bachelor's of Science -, Business Administration and Management, General
Cherry Creek High School 2003 — 2007
High School Diploma
Wells Fargo March 2015 - Present
Wells Fargo August 2010 - March 2015
Wells Fargo July 2008 - August 2010
Enterprise Rent-A-Car April 2007 - April 2008
Skills
Banking, Account Management, Customer Service, Sales, Data Analysis, Auditing, Marketing, Research, Credit, Loans, Spreadsheets, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Data Entry, Expense Management, Adobe Acrobat, Access, Administrative..., Travel Arrangements
Education
University of Colorado at Boulder 2001 — 2006
American AgCredit January 2015 - Present
American AgCredit April 2013 - January 2015
Wells Fargo August 2012 - April 2013
Jackson National Life May 2011 - October 2012
ACT Conferencing November 2010 - June 2011
ACT Conferencing October 2009 - November 2010
Skills
Loan Servicing, Loans, Sales, Relationship Management, Account Management, Project Management, Telecommunications, Software Documentation, Data Entry, Strategic Planning, Microsoft Excel, Microsoft Office, Outlook, Analysis, Process Improvement
Education
University of Phoenix 2009 — 2011
MBA, Business Administration
University of Colorado at Colorado Springs
BS - Business, Business Administration
CBRE July 2013 - Present
Wells Fargo October 2012 - July 2013
University of Colorado at Boulder May 2012 - November 2012
Colorado University Investment Club August 2011 - November 2012
University of Colorado Recreational Center Student board July 2011 - November 2012
University of Colorado at Boulder August 2010 - October 2012
Skills
Financial Analysis, Microsoft Excel, Finance, Data Analysis, Leadership, Investments, Economics, PowerPoint, Portfolio Management, Microsoft Office, Market Research, Customer Service, Event Planning
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General, Senior
Wells Fargo December 2012 - Present
Wells Fargo January 2005 - December 2012
Reed Business Information May 2003 - January 2005
Skills
Credit Analysis, Commercial Lending, Credit, Commercial Banking, Banking, Loans, Financial Modeling, Financial Analysis, Portfolio Management
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Wells Fargo April 2014 - Present
Eddie Bauer November 2004 - Present
Foleys Departnent Store November 1994 - November 2004
Skills
Store Management, Visual Merchandising, Loss Prevention, Store Operations, New Store Openings, Driving Results, Merchandising, Shrinkage, Retail, Retail Sales, Merchandise Planning, Window Displays, Big Box, Associate Development, Apparel, Profit, New Item Launches, Forecasting, Recruiting, Customer Service, Inventory Management, Hiring, Inventory Control, Multi-Unit Management, Customer Satisfaction, Microsoft Office, Coaching, Time Management, Training, Leadership, Team Building
Education
University of Colorado at Boulder
SAIC November 2003 - Present
Wells Fargo 1999 - 2003
Ascent Logic 1998 - 2000
Kaiser Permanente 1996 - 1998
Hughes Aircraft Company 1994 - 1995
Martin Marietta Corp 1987 - 1994
E-Systems 1983 - 1987
Rochester Instrument Systems 1981 - 1983
USMC 1975 - 1981
Skills
Systems Engineering, Quality Assurance, Program Management, UML, Requirements Analysis, Visio, MS Project, Process Improvement, Systems Analysis, Process Engineering, Six Sigma, Team Leadership, Integration, DoD, PMP, Software Documentation, Testing, Requirements Management, Security Clearance, Project Management, Microsoft Project, Engineering Management
Education
New Horizons 2014 — 2015
CCNA+Security and CISSP
Villanova University 2012 — 2012
Six Sigma
University of Colorado Boulder 1978 — 1981
TIAA-CREF April 2015 - Present
TIAA-CREF March 2014 - Present
TIAA-CREF September 2010 - March 2014
TIAA-CREF July 2007 - September 2010
Wells Fargo July 2006 - July 2007
Skills
Management, Project Management, Leadership, Business Analysis, Strategy, Process Improvement, Change Management, Risk Management, Financial Analysis, Business Strategy
Education
University of Colorado Colorado Springs 2004 — 2006
Bachelor of Science (B.S.), Finance
Falconer Consulting, LLC October 2003 - Present
IVU Traffic Technologies AG March 2014 - Present
Rockledge Software, Inc. August 2008 - Present
Accenture July 2010 - January 2014
Wells Fargo February 2007 - August 2008
Email Dynamics February 2004 - November 2004
PS Technology March 1988 - November 2003
Denver & Rio Grande Western Railroad April 1983 - December 1987
Denver and Rio Grande Western Railway Comapny August 1982 - April 1983
BNSF Railway January 1981 - May 1982
Skills
Business Process..., information system..., Server Consolidation, Database Design, Java, Flash Builder, COBOLII, JBoss Application Server, MySQL, SQL DB2, VSAM, EJB, Workforce Management, IT Executive Management, Logistics Management, Transportation..., Strategy, Leadership, Management Consulting, Transportation, Change Management, Analysis, Logistics, PMO, Project Management, Management, Software Development, Program Management, CRM, Product Management, Project Planning, Hibernate, Integration, Proposal Generation, Software Project..., Application Performance..., Executive Management, Consulting, Disaster Recovery, SQL, Business Transformation, Databases, Enterprise Architecture, IT Strategy, Business Intelligence
Education
University of Colorado Boulder - Leeds School of Business 1970 — 1974
BS, Management & Transportation
FirstBank August 2001 - Present
Wells Fargo 1998 - 2001
Skills
Treasury Management, Banking, Management
Education
Pacific Coast Banking School 2008 — 2011
Graduate Certification, Financial Services
University of Colorado Boulder - Leeds School of Business 1997 — 2001
Bachelors of Science, Human Resource Management
Pacific Coast Banking School
Graduate School, Banking
Personal Capital April 2015 - Present
Charles Schwab June 2014 - March 2015
Scottrade May 2013 - June 2014
Wells Fargo November 2012 - May 2013
Governor John Hickenlooper-Citizen's Advocate Office May 2012 - November 2012
Lutheran Family Services Rocky Mountains July 2012 - September 2012
William A. Wise Law Library August 2010 - May 2012
Art for Social Change July 2010 - February 2012
US Export Assistance Center September 2011 - December 2011
Skills
Chinese, Korean, Microsoft Office, Public Speaking, Social Media, Research, Event Planning, Customer Service, Public Relations, Microsoft Word, Editing, International Relations, English, Community Outreach
Education
University of Colorado at Boulder 2008 — 2012
BA, International Affairs
Morgan Stanley Wealth Management June 2014 - Present
CFA Institute September 2014 - July 2015
Merrill Lynch November 2007 - June 2014
Saxo Bank 2006 - 2007
Wells Fargo 2002 - 2006
Boy Scouts of America March 1994 - June 1998
Skills
Fixed Income, Equities, Series 7, Portfolio Management, Wealth Management, Bloomberg, Hedge Funds, Alternative Investments, Asset Allocation, Corporate Finance, Private Equity, Options, FX Options, Investments, Risk Management, Valuation
Education
University of Colorado Boulder 1998 — 2002
Bachelor of Arts (B.A.), Economics
Wells Fargo June 2013 - Present
Pacific Union May 2012 - August 2012
Formations, LLC January 2012 - May 2012
Kuhn Rikon Corp. 2009 - 2011
Education
University of Colorado Boulder - Leeds School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Information Management
Marin Catholic College Preparatory 2008 — 2011
Kuni Honda on Arapahoe May 2013 - Present
Wells Fargo November 2011 - April 2013
Performance Radiator August 2009 - November 2011
Linditas inc 2000 - November 2011
Skills
Sales, Entrepreneurship, Consulting, Owner-managed businesses, Customer Satisfaction, Trade Shows, Internal & External..., Client Relations, Profit, Finance, Creative Direction, Communication, Inventory Management, Customer Retention, Operations Management, Problem Solving, Customer Service, Business Development, Marketing Communications, Leadership, Microsoft Technologies, Management, Marketing, Account Management, Sales Process, Marketing Strategy, Sales Management, Team Building, B2B, Process Improvement, Event Planning, Strategic Planning, New Business Development, Sales Operations, Public Relations, Training, Coaching
Education
University of Colorado Boulder 2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Communication, General
Metropolitan State University of Denver 2004 — 2006
Trader Joe's January 2014 - Present
Wells Fargo October 2012 - January 2014
Bridging the Music, L.L.C. June 2012 - September 2012
Rocky Mountain Chocolate Factory June 2011 - August 2012
University of Colorado at Boulder Music Library September 2008 - December 2010
Skills
Customer Service, Windows 7, Mac OS X, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Writing, Communication, Time Management, Organization, Mentoring, Google Docs, Photoshop, Meet Deadlines, Data Entry, Event Planning, Spanish, Leadership, Teamwork, Social Media
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Psychology
CAPA Florence 2011 — 2011
Study Aborad, Junior Year
Surf Happens June 2014 - Present
Wells Fargo February 2014 - May 2014
Vista Grande Recreation Association May 2013 - September 2013
Colorado Springs Swim School May 2011 - December 2011
City of Colorado Springs May 2008 - May 2010
Skills
Time Management, Leadership, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Marketing Strategy, Marketing Communications, Social Media Marketing, Adobe Bridge, Business Writing, Surf Instruction, Lifeguarding, Children, Sales
Education
University of Colorado Colorado Springs 2011 — 2015
Marketing and Japanese, 3.75
University of Hawaii at Manoa 2012 — 2013
Marketing, 3.2
Wells Fargo July 2013 - Present
Union Bank January 2013 - July 2013
Santa Barbara Bank & Trust February 2012 - January 2013
Santa Barbara Bank & Trust February 2010 - February 2012
Santa Barbara Bank & Trust May 2009 - February 2010
Bank of America July 2000 - May 2009
Wells Fargo July 1999 - July 2000
Wells Fargo January 1997 - July 1999
Skills
Series 7, Series 66, Series 63, Series 6, Life & Health Insurance..., Uniform Combined State..., Investments, Portfolio Management, Financial Services, Banking, Credit, Wealth Management, Commercial Banking, Retail Banking, Investment Management, Small Business Lending, Commercial Lending, Consumer Lending, Wealth, High Net Worth..., Lines Of Credit, Asset Allocation, Mutual Funds, Mortgage Lending, Retirement Planning, Relationship Management, Asset Management, Fixed Income, Deposits, Cash Management, Equities, Private Banking, Loans, Investment Advisory
Education
University of Colorado at Boulder
Undergraduate studies / Cultural Anthropology and Business
Goldman Sachs August 2014 - Present
Goldman Sachs June 2013 - August 2014
Introduction to Finance January 2012 - August 2013
University of Colorado, Darley South Hall January 2011 - May 2013
UBS Wealth Management May 2012 - August 2012
Wells Fargo May 2011 - October 2011
Skills
Financial Analysis, Finance, Microsoft Excel, Data Analysis, Analysis, Financial Modeling, Economics, VBA, Statistics
Education
University of Colorado Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science, Business Administration; Finance; Minor in Economics
Rocky Mountain High School 2005 — 2009
Wells Fargo March 2014 - Present
NexBank April 2013 - March 2014
Wells Fargo 2006 - 2013
Wells Fargo 2004 - 2006
Wells Fargo 2003 - 2004
Wells Fargo 2000 - 2003
Skills
Relationship-building..., Banking, Marketing, Derivatives, Investments, Treasury Management, Compliance, Credit Analysis, Commercial Real Estate, Correspondent Banking, Foreign Exchange, Liquidity Management, Strategic Planning, Retail Banking, Financial Analysis, Risk Management, Written & Verbal..., Community Banking, Community Banks, Credit Unions, Banking Solutions, Wholesale Banking, Cash Flow Lending, Credit Monitoring, Commercial Banking, Commercial Lending, Financial Services, Loans, Management
Education
University of Colorado at Boulder
Graduate School of Banking at Colorado
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Finance, General
Ford Motor Credit Company June 2013 - Present
FlickTik Photography January 2012 - Present
Wells Fargo November 2012 - May 2013
C.H. Robinson Worldwide, Inc. June 2011 - October 2012
Dolly Dimple's October 2008 - June 2009
Raleigh Holt Industries, Inc. May 2008 - September 2008
Sullivan Landscaping Concepts LLC May 2005 - August 2008
Skills
Customer Service, Sales, Social Media Marketing, Social Media, Social Networking, Event Planning, Microsoft Office, Strategic Planning, Budgets, Event Management, Advertising, Negotiation, Marketing, Public Speaking, PowerPoint, Sales Management, Operations Management, Microsoft Excel, Microsoft Word, Account Management, Teamwork
Education
University of Colorado at Colorado Springs 2009 — 2013
International Business, International Business
Solborg Folk HS 2008 — 2009
Adventure Vertikal
ARCADIS June 2015 - Present
ARCADIS April 2014 - June 2015
ARCADIS April 2013 - April 2014
MWH Global April 2012 - April 2013
MWH Global January 2012 - April 2012
Wells Fargo March 2011 - January 2012
Skills
Workday, Cornerstone, Human Resources, Employee Training, Compliance Training, Employee Relations, HRIS, JD Edwards, Organizational..., Customer Service, Employee Benefits, FMLA
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2010
BS in Business Administration, Human Resources
I Am Created Equal July 2012 - Present
Conservative Candidates and Causes August 2009 - Present
Jeff Crank Radio Show March 2009 - June 2012
Steve Bach for Colorado Springs Mayor December 2010 - May 2011
Steve King for Colorado State Senate August 2009 - November 2010
State of Colorado December 2008 - May 2009
Wells Fargo September 2005 - April 2008
Colorado Victory 2008 2008 - 2008
Wells Fargo June 2001 - August 2005
Household International March 1985 - June 1999
Skills
Government, Public Speaking, Fundraising, Non-profits, Leadership, Project Management, Strategy, Management, Training, Process Improvement, Team Building, Social Media, Recruiting, Nonprofits, Strategic Communications, Human Resources, Sales, Public Policy, Operations Management, Customer Service, Sales Management, Strategic Planning, Facebook, Public Relations, Editing, Program Management, Integration, Policy, Leadership Development, Organizational..., Event Planning, Enterprise Software, Entrepreneurship, Politics, Community Outreach, Time Management, Social Networking, Marketing, Media Relations, Analysis, Community Development
Education
Brea-Olinda High School
Brea-Olinda High School
Brea-Olinda High School
University of Colorado Colorado Springs
Political Science
TricorBraun February 2014 - Present
Wells Fargo July 2013 - December 2013
Northwestern Mutual May 2011 - November 2012
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2011
Bachelor of Science in Business Administration, Finance
UBS July 2012 - Present
Wells Fargo Advisors April 2010 - July 2012
Wells Fargo January 1999 - March 2010
Education
University of Colorado at Boulder 1982 — 1986
Bachelor of Science (B.S.), Finance
Wells Fargo January 2015 - Present
Skills
Executive Search, Recruiting, Talent Acquisition, Sourcing, Consulting, Talent Management, Human Resources, Applicant Tracking..., Cold Calling, College Recruiting, Strategic Planning, Training, Interviews, Performance Management, Hiring, Management, Banking, Internet Recruiting, Temporary Placement, CRM, Vendor Management, Coaching, Financial Services, Process Improvement, Executive Management, Finance, Leadership, Relationship Management, Employee Engagement, Screening, Onboarding
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1994
BS
Fairview
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors July 2010 - January 2014
Wells Fargo February 2006 - July 2010
Planet Management Consulting, Inc March 2005 - February 2006
Skills
Series 7, Seies 66, Loans, Mortgage Lending, Credit, Investments, Investment Advisory, Securities, Mutual Funds, Commercial Banking, Securities Lending, High Net Worth..., IRAs, Cross Selling, Investment Management, Refinance, Investment Strategies, Consumer Lending, Retirement, Asset Allocation, Relationship Management, Loan Origination, Asset Management, Strategic Financial..., Wealth Management
Education
University of Colorado at Denver 2010 — 2013
MBA, Finance
University of Colorado Boulder 2002 — 2004
Economics and Business, Economics
Wells Fargo October 1999 - Present
Bank One March 1995 - September 1999
Skills
Lending, Commercial Real Estate, Loans, Real Estate, Investments, Credit, Funding, Management, Financial Analysis, Portfolio Management, Banking, Real Estate Financing, Commercial Lending, Real Estate Economics
Education
University of Colorado Boulder - Leeds School of Business 1988 — 1993
BS, Business / Finance / Marketing
National General Insurance June 2014 - Present
Bank of America March 2013 - Present
Bank of America March 2013 - Present
Wells Fargo November 2010 - March 2013
Wells Fargo February 2010 - November 2010
JPMorgan Chase October 2006 - February 2010
Washington Mutual February 2003 - October 2006
Washinton Mutual February 1999 - February 2003
Misercordia Home North October 1996 - February 1999
Skills
Software Documentation, Quality Assurance, Testing, Process Improvement, Disaster Recovery, Analysis, Project Management, Data Analysis, Quality Center, Cross-functional Team..., SDLC, Business Analysis, Banking, Requirements Gathering, Visio
Education
University of Colorado Colorado Springs 1992 — 1995
Information Technology
Northstar Bank Colorado June 2013 - Present
BBVA Compass October 2011 - May 2013
SBDC 2008 - 2012
UMB Bank June 2008 - October 2011
Fountain Fort Carson School District 8 2007 - 2011
US Bank, N.A. August 2002 - May 2008
Wells Fargo 1991 - 2003
Skills
Commercial Lending, Small Business Lending, Loans, Credit, Commercial Banking, Credit Analysis, Retail Banking, Portfolio Management, Banking, Treasury Management, Consumer Lending, Lines Of Credit, Financial Analysis, Risk Management, Finance, Credit Risk, Loan Origination, Leadership, Asset Based Lending, Small Business, Cash Management, SBA, Mortgage Lending, Underwriting, Executive Management, Commercial Mortgages, Construction Loans, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Advisory, Refinance
Education
University of Colorado Colorado Springs 1983 — 1987
BA, Economics
T. Rowe Price April 2014 - Present
Chase September 2013 - April 2014
Wells Fargo June 2011 - July 2012
Wells Fargo June 2006 - June 2011
Skills
Consumer Lending, Small Business Lending, Loans, Lines Of Credit, Mortgage Lending, Credit, Banking, Commercial Lending, Commercial Banking, Retail Banking, Home Equity, Cross Selling, Refinance, Home Equity Lines of...
Education
University of Colorado at Colorado Springs 2006 — 2013
Bachelors of Science in Business, Emphasis in Finance, 3.7 GPA in Finance Emphasis
Wells Fargo September 2014 - Present
Vail Resorts December 2011 - September 2014
Centro March 2010 - October 2011
West End Tavern March 2008 - September 2009
Freestyle Ski and Sport April 2004 - November 2007
Skills
Marketing, Customer Service, Social Media Marketing, Social Media, PowerPoint, Advertising, Sales, Management, Retail
Education
University of Colorado at Boulder 2008 — 2010
Bachelor of Science, Marketing
University of Vermont 1999 — 2002
Associates Degree, English
Global Employment Solutions October 2014 - Present
Pester Marketing Company May 2014 - August 2014
Sierra Nevada Corporation February 2013 - May 2014
NIMBL LLC. September 2012 - January 2013
Aerotek April 2011 - September 2012
Spencer Gifts January 2011 - May 2011
Prostaff Staffing Agency February 2011 - March 2011
Wells Fargo March 2009 - January 2011
Movie Movers April 2009 - May 2010
InfoNow Corporation October 2008 - July 2009
Skills
Employee Relations, Recruiting, Customer Service, Retail, Data Entry, Team Building, Sales, Human Resources, Customer Satisfaction, Time Management, Management, Payroll, Talent Acquisition, Negotiation, Onboarding, Training, Interviews, Hiring, Budgets, Leadership, Sourcing, Applicant Tracking..., Employee Training, Performance Management, Sales Management, Talent Management, Temporary Placement
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science, Human Resource Management
University of Colorado at 2004 — 2008
BS, Business Management; an; Human Resources
Career Sabbatical August 2013 - August 2014
Transamerica Life Insurance Company June 2011 - July 2013
JPMorgan Chase & Co. October 2007 - December 2010
Bank of the West March 2006 - March 2007
Wells Fargo October 2004 - March 2006
ING June 2002 - August 2002
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science, Marketing
University of Notre Dame 1999 — 2001
Undergraduate Studies - Business Emphasis
Cornerstone Home Lending, Inc. September 2014 - Present
Academy Mortgage Corporation October 2008 - September 2014
Wells Fargo September 1995 - October 2008
Wells Fargo Financial 1995 - 2005
Skills
Mortgage Lending, FHA, Refinance, Credit, Investment Properties, First Time Home Buyers, Loans, Leadership, Loan Origination, FHA financing, Customer Service, Real Estate Transactions, Selling, Investors, Sellers, Certified Mortgage..., Real Estate, Finance, Banking, Property, Mortgage Banking, Listings, Archery, Sales, Hunting, HUD, Residential Mortgages, Foreclosures, Survival Skills, FHA Financing
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1994
Bachelors, Marketing/International Business
University of St. Petersburg, Russia 1992 — 1992
Russian Language
Wells Fargo September 2013 - Present
Wells Fargo June 2012 - September 2013
Wells Fargo Bank February 2011 - June 2012
Wells Fargo Bank June 2010 - February 2011
American Eagle Outfitters May 2008 - January 2009
Education
University of Colorado at Colorado Springs 2006 — 2010
Criminal Justice
Wells Fargo January 2015 - Present
Teradata March 2013 - June 2014
Aprimo Inc July 2006 - February 2013
Quaero November 2003 - July 2006
AT&T Broadband October 1998 - April 2003
Household Bank January 1996 - October 1998
Skills
Multi-channel Marketing, Analytics, CRM, Database Marketing, Campaign Management, Marketing Automation, Digital Marketing, Demand Generation, Integrated Marketing, Lead Generation, Email Marketing, B2C marketing, Enterprise Software, Segmentation, Professional Services, Marketing Operations, Account Management, B2B, Consulting, SaaS, Cloud Computing, Marketing Management, Management, Program Management, Salesforce.com, Lead Management, Customer Experience, Business Intelligence, Software Project..., Competitive Analysis, Strategy, Sales Enablement, Product Marketing, Product Management, Go-to-market Strategy, Marketing, Vendor Management, SQL
Education
University of Colorado at Denver
Master of Business Administration (M.B.A.), Marketing
University of Colorado at Boulder
Bachelor of Arts (B.A.)
Wells Fargo April 2010 - Present
Wells Fargo Wholesale Banking 2012 - 2012
CoBank May 2007 - August 2007
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelor of Science, Business- Finance and Accounting
Wells Fargo July 2014 - Present
Skills
Customer Service, Microsoft Office, Marketing
Education
University of Colorado at Boulder - Leeds School of Business 2012 — 2016
Palmer Ridge High School 2008 — 2012
University of Colorado Colorado Springs
B
Wells Fargo July 2013 - Present
Envision Health Care October 2007 - Present
Envision Health Care February 2006 - October 2007
Skills
Certified Information..., ACL, IDEA, Financial Analysis, Risk Management, IT Audit, Operational Audit, Internal Audit, Process Improvement, Excel, Budgeting, Auditing, Sarbanes-Oxley Act, Budgets, Change Management, CISA, Sarbanes-Oxley, Software Documentation, Internal Controls
Education
University of Phoenix 2001 — 2003
Master of Science (MS), Computer Infomation Systems
Metropolitan State University of Denver 1993 — 1999
Bachelor of Science (BS), Biology, General
University of Colorado at Colorado Springs 1992 — 1993
Siemens June 2015 - September 2015
Gardiner & Theobald LLP May 2014 - August 2014
Zayo Group June 2013 - April 2014
University of Colorado - MEMS LABS September 2012 - June 2013
University of Colorado Boulder - UROP Program November 2012 - May 2013
Wells Fargo August 2012 - May 2013
Skills
Engineering, Microsoft Office, PowerPoint, Solidworks, Matlab, Mechanical Engineering, Microsoft Excel, AutoCAD, Analysis, CAD, Project Management, Leadership, Machining, Data Analysis, Management, Process Engineering, Cost Management, Metasolv M6, Visual Basic, Lathe, Salesforce.com, CNC Mill, Band Saw, Microsoft Word, Sales Operations, Sales Presentations, Direct Sales, Sales Process
Education
University of Colorado at Boulder 2012 — 2014
Bachelor of Science (BS), Mechanical Engineering
Progressive Insurance April 2014 - Present
BBSI February 2007 - April 2014
Wells Fargo June 2004 - November 2007
Skills
Coaching, Recruiting, Human Resources, HR Consulting, Employee Relations, Organizational..., Customer Service, Networking, Account Management, Talent Acquisition, Team Building, Sales, Public Speaking, Management, Team Leadership, Sourcing, Social Networking, Strategic Planning, Microsoft Office, Hiring, Leadership Development, Sales Management, Outlook, HRIS, Staffing Services, Training, Talent Management, Interviews, Benefits Administration, College Recruiting, Employee Training, Technical Recruiting, Temporary Placement, Applicant Tracking..., Onboarding, New Hire Orientations, Performance Management, Internet Recruiting, Employee Benefits, Business Development, Job Fairs, Resume Writing, Taleo, Workforce Planning, Screening Resumes, Contract Recruitment, Temporary Staffing, Screening, Job Descriptions, Deferred Compensation
Education
University of Colorado at Colorado Springs 2004 — 2007
BA, Organizational Communications
ANB Bank September 2015 - Present
Wells Fargo April 2015 - August 2015
Wells Fargo January 2014 - April 2015
Wells Fargo September 2013 - January 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Marketing Strategy, Problem Solving, Customer Service, Event Planning, Sales, Microsoft Office, Social Media, Social Networking, Public Relations
Education
University of Colorado Colorado Springs 2009 — 2013
Bachelor of Science (B.S.), Marketing and Finance
The Broadmoor March 2013 - Present
Wells Fargo July 2011 - August 2012
Crestone Sports Academy February 2011 - August 2012
Graven Austin & Drake, Inc. 2012 - 2012
R.S.V.P. Weddings May 2011 - September 2011
Carrabba's Italian Grill June 2004 - April 2011
Skills
Leadership, Food, Interviews, Customer Service, Access, Coaching, Hiring, Human Resources, Marketing, Microsoft Office, Recruiting, Time Management, Training, Employee Relations, Management
Education
University of Colorado at Colorado Springs 2005 — 2009
Bachelor of Business Administration (B.B.A.), Management
Wells Fargo March 2013 - Present
Skills
Risk Management, Customer Service, Financial Analysis, Mortgage Lending, Leadership, Finance
Education
University of Colorado at Colorado Springs 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
University of Maine 2008 — 2009
Wells Fargo Home Mortgage August 2013 - Present
Wells Fargo August 2013 - April 2015
Wells Fargo March 2008 - July 2013
Aurora Bank October 2006 - January 2008
Wells Fargo CCG June 2006 - October 2006
Wells Fargo January 2004 - May 2006
Wells Fargo January 2003 - December 2003
Wells Fargo Home Mortgage Wholesale Division January 2001 - December 2003
2000-Mortgage Solutions of Colorado October 2000 - May 2001
First Community Bank May 2000 - October 2000
Education
University of Colorado at Colorado Springs 2011 — 2013
MBA, Finance and Management
University of Colorado 2002 — 2007
BA, 2007
State Street February 2012 - Present
State Street September 2011 - February 2012
University of Colorado at Boulder June 2010 - July 2010
Wells Fargo June 2007 - September 2007
Education
University of Colorado at Boulder 2005 — 2011
Bachelor of Arts (B.A.), Economics
First National Denver August 2013 - Present
Wells Fargo October 2012 - August 2013
Wells Fargo August 2010 - October 2012
Wells Fargo July 2009 - August 2010
Skills
Credit Analysis, Credit, Commercial Lending, Loans, Banking, Commercial Banking, Consumer Lending, Credit Risk, Portfolio Management
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science in Business Administration, Finance
Twitter June 2015 - Present
Mudra Dance Studio July 2011 - Present
Mudra Dance Studio May 2014 - October 2014
Stack Exchange December 2012 - May 2014
Intuit September 2012 - December 2012
Deming Center for Entrepreneurship May 2011 - August 2011
Love Grown Foods January 2011 - May 2011
Wells Fargo July 2010 - May 2011
Collegiate Entrepreneurs Organization January 2010 - May 2011
Executives Network - EXO November 2009 - August 2010
Skills
Leadership, Marketing Strategy, Project Management, Team Building, CRM, Public Speaking, Entrepreneurship, Marketing, Business Development, Sales, Training, Event Planning, Management, Blogging, Facebook, Time Management, Networking, Interviews, Social Networking, Social Media Marketing, Customer Service, Research, Social Media, Salesforce.com, Start-ups, Market Research
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2012
BS in Business Administration, Finance, Entrepreneurship and Small Business Management
Reinventing Her January 2014 - Present
My Financial Design April 2008 - Present
WMS Financial Planners September 2005 - April 2008
The Housholder Group May 2002 - September 2005
Wells Fargo September 1996 - January 2002
Skills
Series 7, Series 63, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Fixed Annuities, Coaching, Securities, Strategic Planning, Investments, Investment Advisory, Financial Advisory, Marketing Strategy, Business Planning, Leadership, New Business Development, Asset Managment, Wealth, Alternative Investments, Portfolio Development, Personal Development, Professional Speaker, Lifestyle Coach, Money Coach, Self-esteem, Registered Investment..., Variable Annuities, Life Insurance, Estate Planning, Tax Planning, CFP
Education
University of Colorado Colorado Springs 1978 — 1980
Business, Marketing
Utah State University 1973 — 1975
Business, Theatre
Wells Fargo November 2014 - Present
Wells Fargo November 2014 - June 2015
Rock Bottom Restaurant & Brewery January 2012 - April 2015
Nicky's Resort May 2010 - August 2011
Hayley's Homemade Ice Cream May 2008 - May 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Public Speaking, Customer Service, PowerPoint, Social Networking, Leadership, Teamwork, Social Media
Education
University of Colorado Colorado Springs 2011 — 2015
Economics, Business/Managerial Economics
Great West Financial April 2014 - Present
303 Magazine 2007 - Present
Great-West Life 2011 - 2014
303 Magazine 2011 - 2013
Wells Fargo 2009 - 2011
World Savings 2003 - 2009
Skills
Microsoft Office
Education
University of Colorado at Boulder 2006 — 2008
Master's in Journalism
University of Colorado at Denver 2002 — 2006
Bachelor's in Psychology and in Communication
Robert W. Baird & Co. January 2009 - Present
Wells Fargo January 1996 - January 2007
Education
University of Colorado Boulder
Bachelor's Degree, Accounting and Finance
Bremer Bank November 2014 - Present
Wells Fargo September 2013 - November 2014
Title Resource Group October 2011 - August 2013
Wells Fargo Bank September 2010 - October 2011
University of Colorado at Colorado Springs October 2006 - June 2008
Skills
Financial Analysis, Credit, Financial Reporting, Real Estate, Microsoft Excel, Budgets, Customer Service, Outlook, Access, Investment Properties, Microsoft Word, Leadership, Strategic Planning, Sales, Management, Time Management, Marketing, Account Management, Business Strategy, Team Building, Loans, Mortgage Lending, Treasury Management, Retail Banking
Education
University of Colorado at Colorado Springs 2005 — 2009
Bachelor of Science, Accounting
The University of North Dakota
MBA
Base CRM May 2015 - Present
Moody's Analytics June 2013 - May 2015
Wells Fargo November 2012 - June 2013
ICAP July 2011 - July 2011
Brokstein and Rosen, CPA's LLP July 2010 - August 2010
Skills
Finance, Microsoft Excel, Equities, Financial Analysis, Microsoft Office, Economics, PowerPoint, Data Analysis, Microsoft Word, SQL, Entrepreneurship, E-commerce, E-commerce SEO, Social Media, VBA, Social Networking, Instagram, Social Media Marketing, Accounting
Education
University of Colorado at Boulder 2008 — 2012
Bachelors, Economics
San Ramon Valley High School 2004 — 2008
Wells Fargo July 2014 - Present
Wells Fargo August 2011 - Present
The Sink Restaurant January 2011 - May 2011
Lavish Lounge Bar and Restaurant April 2010 - August 2010
Education
University of Colorado Boulder 2007 — 2011
University of Colorado Boulder 2007 — 2011
Advertising
University of Colorado at
School; B.S. degree, Journalism and Mass Communication; projected; Journalism; an emphasis in Strategic Advertising
Governmental Affairs and Public Policy - Chamber of Commerce 2009 - Present
Ent Federal Credit Union 2006 - Present
JP Morgan Chase 2003 - 2006
Adams Bank and Trust 2001 - 2003
Wells Fargo 1999 - 2001
Skills
Banking, Loans, Commercial Banking, Cash Management, Commercial Lending, Credit, Small Business Lending, Financial Analysis, Risk Management, Sales Management, Investments, Finance, Credit Analysis, Portfolio Management, Consumer Lending, Loan Origination, Financial Services, Team Building, Training, Credit Unions, Small Business, New Business Development, Leadership
Education
University of Colorado at Colorado Springs 1998 — 2002
Business Management, Finance, General
T. Rowe Price March 2011 - Present
Highpoint Condo Owners Association August 2010 - July 2013
Wells Fargo March 2008 - March 2011
Skills
Finance, Portfolio Management, Investment Strategies, Financial Services, Asset Allocation, Financial Analysis, Investment Advisory, Customer Satisfaction, Non-profit..., International Business
Education
University of Colorado Colorado Springs 2004 — 2007
Bachelor of Business Administration (B.B.A.), International Business
FirstBank August 2013 - Present
Wells Fargo October 2012 - July 2013
Gap Inc. April 2010 - October 2012
Education
Kaplan University 2014 — 2014
Real Estate Broker License, Colorado Real Estate
University of Colorado Colorado Springs 2010 — 2014
Bachelor of Business Administration (B.B.A.), Focus in upper division management and accounting courses.
Wells Fargo June 2012 - Present
NIA Consulting, a division of Interthinx October 2009 - October 2011
Title America September 2005 - September 2009
Dan Murty, Inc. August 2004 - September 2005
Ambrosia Cafe July 2000 - August 2004
Skills
Loans, Mortgage, Fraud Investigations, Administrative Support, Restaurant Management, Title Insurance, Title Companies, Escrow, Real Estate Transactions, Customer Service, Public Speaking, Attention To Detail, Highly Adaptable, Self Starter, Report Writing, Research, Marketing, Mortgage Lending, Mortgage Underwriting, Training
Education
AllRegs Academy
Introduction to Underwriting
University of Colorado at Colorado Springs 1988 — 2002
Bachelor, Communications
Wells Fargo February 2010 - Present
Allan M. Schuman & Associates June 2009 - February 2010
Inter-Tel June 2007 - August 2007
L.P. Lammas Holdings Ltd April 2007 - June 2007
SpectraLink 2007 - 2007
Skills
Mergers & Acquisitions, Auditing
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2009
B.S.B.A., Finance
Workiva October 2012 - Present
Wells Fargo January 2012 - October 2012
Various college jobs May 2009 - June 2011
Ski Market Underground September 2006 - August 2008
Skills
Wdesk, Customer Service, Leadership, Sales, Microsoft Office, Microsoft Excel, Time Management, Account Management, Human Resources, Salesforce.com, PowerPoint, Data Analysis, Training, Microsoft Word, Analysis, Social Media, Event Planning, Teamwork, JIRA, XBRL, SEC Financial Reporting, Human Asset Management
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
BA, HR Management
University of Wollongong 2011 — 2011
Wells Fargo Process Engineer, Six Sigma Master BlackbeltWells Fargo2001 - Present
Education
University of Colorado Colorado Springs 1997 — 2001
Wells Fargo Bank, N.A. 2008 - Present
Wells Fargo April 2003 - August 2008
Wells Fargo April 1999 - May 2003
Skills
Commercial Banking, Relationship Building, Correspondent Banking, Business Banking, Retail Banking, Financial Analysis, Treasury Management, Agricultural Lending, Foreign Exchange, Liquidity Management, Strategic Planning, Verbal & Written..., Compliance, Risk Management, Credit Monitoring, Credit Rating, Community Banking, Banking Solutions
Education
University of Colorado at Boulder 2011 — 2013
Graduate School of Banking
University of Nebraska-Lincoln 1999 — 2003
Business Administration
Citi June 2013 - Present
Wells Fargo Home Mortgage June 2013 - Present
CitiMortgage 2009 - Present
Citi February 2008 - January 2012
Wells Fargo January 1985 - February 2008
Wells Fargo Bank 2005 - 2008
Skills
Leadership Development, Cross Selling, Pricing, Mortgage, Forecasting, Consumer Lending, Mentoring, Customer Acquisition, P&L Management, Financial Analysis, Strategy Development, Cross-functional Team..., Strategic Planning, Sales Management
Education
University of Colorado Colorado Springs
MBA, Finance
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science, Accounting and Finance
TCF Bank May 2014 - Present
Wells Fargo January 2014 - May 2014
Delta Airlines January 2008 - January 2014
Cargill May 2006 - January 2008
U.S. Bank 2003 - 2005
Skills
Testing, Software Development, SDLC, Software Quality..., Quality Center, C#, PMO, Agile Methodologies, Business Analysis, Test Planning, Quality Assurance, HTML, Java, Cross-functional Team..., Test Automation
Education
University of Colorado Boulder - Leeds School of Business 1992 — 1996
BS Information Systems
PNC March 2011 - Present
Wells Fargo March 2010 - March 2011
Tax Credit Equity Group April 2008 - March 2010
AIMCO June 2004 - April 2008
Skills
Real Estate, Affordable Housing, LIHTC, Tax Credits, Portfolio Management, Asset Management, Risk Management, Due Diligence, Financial Modeling, Underwriting, Financial Analysis, Investments, Property, Financial Structuring, Valuation, Real Estate Development, Credit, Disposition, Construction, Equities, Acquisitions, Mergers, Corporate Finance
Education
University of Colorado Boulder 1998 — 2002
U.S. Bank May 2011 - January 2015
Wells Fargo July 2009 - January 2011
. December 2006 - July 2009
BuzzConnect December 2008 - February 2009
Trier and Company December 2006 - February 2009
Skills
Corporate Communications, Digital Marketing, Marketing, Media Relations, Press Releases, Public Relations, Social Media
Education
University of Colorado Boulder 1988 — 1992
Bronx Science 1984 — 1988
A&I Finan April 2010 - Present
AXA Advisors May 2006 - March 2010
Wells Fargo August 2004 - May 2006
Skills
Asset Allocation, 401k Rollovers, Wealth Accumulation, Portfolio Management, Financial Advisory, 529 Plans, 401k, Life Insurance, Roth IRA, Wealth, Asset Managment, Equities, Alternative Investments, Variable Annuities, Comprehensive Wealth..., Tax Planning, Series 7, Series 66, IRA Exit Planning, Roth Conversion, Life,accident and health
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
AMG National Trust Bank April 2013 - Present
Wells Fargo January 2012 - April 2013
Wells Fargo December 2008 - February 2012
Wells Fargo April 2008 - December 2008
Wells Fargo August 2006 - April 2008
FirstBank June 2003 - August 2006
Skills
Loans, Credit, Banking, Mortgage, Financial Analysis, Customer Relations, Accounting, Underwriting, Mortgage Lending, Customer Service, Relationship Management, Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending, Finance, Portfolio Management, Investments
Education
University of Colorado Denver 2007 — 2010
MBA, Investment Management
University of Colorado Boulder - Leeds School of Business 1999 — 2003
Business Administration, Finance
Bear Creek High School 1995 — 1999
Diploma
Wells Fargo June 2013 - Present
Wells Fargo Bank July 2004 - June 2013
Walt Disney World September 1999 - January 2000
Skills
Financial Analysis, Marketing, Portfolio Management, Banking, Credit, Financial Modeling, Strategic Planning, Loans, Analytics, Analysis, Budgets, Investments, Finance, Customer Service, Marketing Strategy, Mortgage Lending, Commercial Banking, Credit Analysis, Strategy, Loan Origination
Education
University of Colorado Boulder - Leeds School of Business 1995 — 2000
Wells Fargo 2007 - Present
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Draper and Kramer June 2015 - Present
NGKF Captial Markets July 2012 - May 2015
Wells Fargo November 2008 - June 2012
US Bank May 2008 - November 2008
Cushman & Wakefield March 2007 - May 2008
Skills
Financial Analysis, Due Diligence, Financial Modeling, Loans, Risk Management, Capital Markets, Valuation, Real Estate, Investment Properties, Real Estate Economics, Analysis, Commercial Real Estate
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Finance, General
GLC Business Services May 2015 - Present
Bryan M. Dower, CPA August 2014 - Present
MassMutual Financial Group December 2013 - January 2015
New York Life January 2009 - May 2014
Wellbridge January 2007 - August 2008
Holland & Hart LLP 2003 - 2006
White & Steele PC 1998 - 2003
Hart Asset Management Group, LLC 1993 - 1998
Wells Fargo 1991 - 1993
Skills
Risk Management, Retirement Planning, Investment Strategies, Investment Management, Wealth Management..., Securities, Finance, Investments, Financial Analysis, Insurance, Tax, Mutual Funds, Small Business, Strategic Financial..., Internal Audit, Due Diligence, Financial Services, Financial Planners, Estate Planning, CPA, 401k, Mergers & Acquisitions, Financial Modeling, Private Equity, Asset Management, Financial Advisory, Hedge Funds, SEC filings, Alternative Investments, Cash Management, Financial Reporting, Asset Allocation, US GAAP, Corporate Finance, Accounting, GAAP, Cash Flow, Financial Accounting, Internal Controls, Auditing, Portfolio Management, Revenue Recognition, Tax Accounting, Corporate Tax, Financial Statements, Tax Preparation, Tax Research, Employee Benefits, Credit, Executive Management
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1991
Master of Business Administration (MBA), Accounting and Finance
University of Colorado Boulder - Leeds School of Business 1986 — 1990
Bachelor's Degree, Accounting and Finance
Wells Fargo June 2005 - Present
Wells Fargo January 2001 - August 2005
Wells Fargo December 2000 - January 2001
Skills
Banking, Loans, SBA, Commercial Banking, Real Estate, Business Acquisition, Strategic Financial..., Business Development, Start-ups, Financial Analysis, Business Planning
Education
University of Colorado Boulder - Leeds School of Business 1996 — 2000
Wells Fargo Securities July 2011 - Present
Mastodon Ventures May 2008 - June 2011
Wells Fargo 2007 - 2008
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Investment Banking, Equities, Mergers & Acquisitions, Capital Markets, Series 7, Bloomberg, Investments, Finance, Investment Advisory, Series 63
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science (BS), Business Administration - Finance & Accounting
Capital Leasing Management & Sales February 2013 - Present
Wells Fargo April 2006 - January 2013
Skills
Asset Management, Sales
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2005
Wells Fargo February 2013 - Present
Saddle Butte Pipeline September 2010 - February 2013
Wells Fargo Bank February 2003 - September 2010
Wells Fargo 2004 - 2008
Breckenridge Outfitters March 2000 - September 2003
Skills
Commercial Lending, Credit, Loans, Finance, Credit Analysis, Commercial Real Estate, Management, Portfolio Management, Cash Management, Banking, Financial Services, Small Business Lending, Financial Analysis, Wealth Management, Investments
Education
Relationship Management Institute 2005 — 2005
Commercial Lending and Banking
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Business Management
Summit High School 1995 — 1999
West Middle School
QEP Resources, Inc. January 2014 - Present
Wells Fargo June 2013 - December 2013
Experis December 2012 - June 2013
Western Union November 2011 - September 2012
Western Union September 2005 - November 2011
State Street Bank & Trust November 2003 - August 2005
PricewaterhouseCoopers August 2001 - November 2003
Skills
Sarbanes-Oxley Act, Risk Management, Internal Controls, Financial Analysis, Internal Audit, Financial Services
Education
University of Colorado Boulder 1996 — 2001
MS/BS, Accounting
University of Colorado Boulder - Leeds School of Business 1996 — 2001
TIAA-CREF June 2011 - Present
BBVA Compass December 2009 - February 2011
Gravity Investments July 2009 - September 2009
Wells Fargo December 2005 - June 2008
Wells Fargo 2001 - 2005
Travelers Bank September 1999 - April 2001
Skills
Investments, Loans, Banking, Series 7
Education
University of Denver - Daniels College of Business 2008 — 2009
MS, Finance
University of Colorado Colorado Springs 2000 — 2005
BS - Finance, Business
AEG
Wells Fargo Database AdministratorWells FargoFebruary 2000 - August 2002
Education
University of Colorado Colorado Springs 1991 — 1995
BS, Finance
BAE Systems Applied Intelligence February 2015 - Present
US Hang Gliding & Paragliding Assoc. June 2011 - February 2015
ACS, a Xerox Company November 2009 - June 2011
Discipline Studios June 2008 - June 2011
Deluxe Corporation January 2008 - May 2008
Xerox Professional Document Solutions March 2006 - March 2007
Wells Fargo May 2003 - August 2006
AT&T January 2001 - November 2002
Adelphia March 1999 - January 2001
Skills
C#, Programming, Windows Server, Linux, Exchange 2010/2007/2003, Microsoft SQL Server, Unix, OS X, Active Directory, Network Administration, VoIP, IIS, .NET, Servers, PHP, Laravel, MySQL, Vim, SQL, LAMP, Classic ASP, Office 365, System Administration, Linux System..., Web Development, Database Administration, Disaster Recovery, Technical Support, Backup & Restore, Call Centers, IT Management, IT Operations, Operating Systems, SEO, Email Marketing, Technical Writing, Ruby, WordPress, HTML, CSS, Web Design, Databases, Web Applications, Ubuntu, Database Design, Networking, Hardware
Education
University of Colorado Colorado Springs 1998 — 2001
Widefield High School 1996 — 1998
RightNow Technologies August 2004 - Present
RightNow Technologies February 2006 - January 2008
Allied Insurance January 2004 - August 2004
Wells Fargo May 2003 - January 2004
Principal Financial Group March 1997 - October 2002
Education
University of Colorado Colorado Springs 1987 — 1992
BA, Economics
Wells Fargo December 2013 - Present
Wells Fargo 2007 - December 2013
Skills
Meeting Planning, Marketing Communications, Corporate Events, Event Planning
Education
University of Colorado Boulder 2000 — 2004
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Guaranty Bank and Trust Company March 2014 - Present
US Bank January 1998 - March 2014
Wells Fargo November 1989 - December 1997
Skills
Loans, Credit, Commercial Lending, Lines Of Credit, Commercial Banking, Banking, Credit Analysis, Credit Risk, Loan Origination, SBA
Education
University of Colorado Boulder - Leeds School of Business 1986 — 1988
MBA, Business Administration - Finance
Wells Fargo Bank October 2005 - Present
Wells Fargo 2005 - Present
WorldCom May 2002 - July 2005
Comsys, Inc April 1998 - August 2001
LSI Logic December 1996 - April 1998
MCI October 1994 - December 1996
Western Geophysical October 1991 - October 1994
Skills
CTI, IVR, Genesys
Education
University of Colorado Colorado Springs 1983 — 1990
BS Applied Mathematics, Electrical Engineering
Guaranty Bank and Trust March 2014 - Present
US Bank January 1998 - March 2014
Wells Fargo November 1989 - January 1998
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Lines Of Credit, Loans, Consumer Lending, Small Business Lending, Credit, Small Business, Banking, Loan Origination, Portfolio Management, Underwriting, Asset Based Lending, SBA, Risk Management, Financial Analysis, Credit Risk
Education
University of Colorado at Boulder 1986 — 1988
MBA, Finance
University of Colorado at Boulder 1982 — 1986
Economics & Political Science
American Pacific Mortgage June 2015 - Present
Wells Fargo July 2014 - January 2015
JPMorgan Chase August 2006 - July 2014
Ameriquest September 2004 - August 2006
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Credit, Residential Mortgages, Refinance, FHA, Banking, Credit Analysis, VA Loans, First Time Home Buyers, Investment Properties, FHA Financing, Sales, USDA, Leadership, Insurance
Education
University of Colorado Colorado Springs 1998 — 2002
Bachelor's Degree, Business
Keller Willams International Realty October 2013 - Present
Greenwood Energy December 2011 - December 2013
Genaud Family Enterprise June 2008 - September 2013
Fortune Valley Resources January 2008 - November 2008
Wells Fargo February 2005 - April 2008
Skills
Sales, Business Development, Customer Service, Marketing, Real Estate, Negotiation, Selling, Investment Properties, Real Estate Transactions, Investors, Loans, Real Estate Economics, Social Media Marketing, Referrals, Property, Residential Homes, Sellers, Buyers, Condos, Relocation, First Time Home Buyers, Luxury, Single Family Homes, Buyer Representation, Contract Negotiation, New Home Sales
Education
University of Colorado at Boulder 1998 — 2002
BS Finance, Finance, Accounting, Economics
Cherry Creek High School 1994 — 1998
High School/Secondary Diplomas and Certificates
First Republic Bank August 2015 - Present
First Republic Bank December 2013 - August 2015
Wells Fargo July 2012 - December 2013
University of San Francisco May 2011 - May 2012
Charles Schwab June 2008 - March 2010
Skills
Investments, Finance, Equities, Fixed Income, Options, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Real Estate, Market Research, Alternative Investments, Microsoft Excel, Equity Research, Business Strategy, Business Analysis, Data Analysis
Education
University of San Francisco - Masagung Graduate School of Management 2011 — 2012
Master of Business Administration (MBA), Finance, General, Completed
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Business, Finance
Wells Fargo 1998 - Present
Wells Fargo Bank 1991 - Present
Education
University of Minnesota - Carlson School of Management 1993 — 1995
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1988 — 1992
Marketing, International Business
Wells Fargo August 2012 - Present
Wells Fargo March 2013 - July 2013
Wells Fargo Bank August 2010 - August 2012
Skills
Financial Analysis, Financial Modeling, Valuation, Credit Analysis, Banking, Credit, Portfolio Management, Underwriting, Microsoft Excel, Accounting, Due Diligence
Education
University of Colorado at Boulder 2006 — 2010
Business Administration, Finance, Real Estate
AIC Ventures 2014 - Present
The PPA Group 2011 - 2013
Wells Fargo 2010 - 2011
KeyBank 2007 - 2009
Kennedy Wilson 2004 - 2006
Greenbrier Sporting Club 2000 - 2001
Leasetec 1998 - 2000
Skills
Real Estate, Access, Portfolio Management, Financial Analysis, Budgets, Microsoft Excel, Loans, Investments, Sales
Education
University of Colorado Boulder 1993 — 1997
Bachelor of Science, Finance
Wells Fargo April 1994 - December 2009
Education
University of Colorado Boulder 1971 — 1976
journalism, journalism and business
Gaslamp Quarter Association April 2015 - Present
Wells Fargo October 2013 - December 2014
San Diego Film Festival January 2013 - October 2013
American Express January 1995 - January 2013
American Express January 2005 - January 2011
American Express January 1999 - January 2005
American Express January 1995 - January 1999
ROB HAGEY PRODUCTIONS, INC January 1990 - January 1995
Skills
Credit Cards, Relationship Management, Salesforce.com, Customer Service, Account Management, Team Management, Sales Management, Problem Solving, Community Outreach, Community Development, Community Management, Event Planning, Event Management, Strategic Selling Skills, Special Events..., Photography, Film Editing, Final Cut Pro, Consultative Selling..., Adobe Creative Suite, Creative Problem Solving, Hands-on Problem Solver, Direct Sales, Closing Business, Contract Negotiation, Marketing, Marketing Communications, Digital Marketing, Corporate Communications, Sponsorship, Sponsorship Sales, Sponsorship Relations, Advertising, Online Advertising, Online Marketing, Social Media Marketing, Digital Direct Marketing, City Management, Coordinating Special..., Goal Oriented, Goal-oriented..., Exceed Sales Goals, Dependable Team Player, Creative Direction, Selling, Solution Selling, Customer Acquisition, Management, Strategic Partnerships, Sales
Education
University of Colorado Boulder
B.A, Political Science
Wells Fargo January 2009 - Present
Education
University of Colorado Boulder - Leeds School of Business 1983 — 1985
BA, Finance/Real Estae
Arapahoe High School 1975 — 1978
JPMorgan Chase October 2013 - Present
Mutual of Omaha January 2011 - May 2012
BBVA Compass January 2007 - November 2008
JPMorgan Chase May 1999 - November 2007
Wells Fargo June 1995 - February 1999
Skills
Excellent attention to..., Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Team Building, Project Management, Social Media, Credit, Loans, Leadership, Investments, Underwriting, Commercial Banking, Portfolio Management
Education
University of Colorado at Boulder 1985 — 1989
Bachelor of Arts (B.A.), Economics
Xavier College Prepatory 1981 — 1985
High School Diploma, General Studies
Wells Fargo Bank Private Banking September 2014 - Present
Wells Fargo November 2001 - October 2014
Skills
Risk Management, Commercial Lending, Banking, Loans, Financial Analysis, Credit Analysis, Relationship Management, Credit Risk, Wealth Management, Underwriting, Commercial Banking, Credit, Private Banking, Portfolio Management, Small Business Lending
Education
University of Colorado Boulder - Leeds School of Business 1984 — 1988
Bachelor, Finance
Wells Fargo August 2010 - April 2011
Education
University of Colorado Colorado Springs 2001 — 2004
Business
Wells Fargo June 2014 - June 2015
Vail Resorts August 2013 - April 2014
Vail Resorts November 2012 - August 2013
CU Independent August 2011 - May 2012
Ryerson China June 2011 - August 2011
CU Independent January 2011 - May 2011
Skills
Facebook, Social Media, Social Media Marketing, Blogging, Public Relations, Digital Media, Marketing Communications, Social Networking, Copy Editing, Marketing, Microsoft Office, Product Marketing, Marketing Strategy, Event Planning, Email Marketing, Event Management
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Science (BS), Marketing
University of New South Wales 2010 — 2010
Marketing
Cigna January 2014 - Present
Wells Fargo July 2012 - September 2013
Anythink Libraries May 2011 - July 2012
Denver Art Museum October 2010 - May 2011
Skills
Customer Service, Event Planning, Microsoft Office, Outlook, Microsoft Excel, Social Media, Research, Management, Team Leadership, Banking, Editing, Leadership, Marketing, Horizon, Excel, Problem Solving, Customer Relations, Microsoft Windows 98, Windows Vista, Adobe, Fundraising, iQuote, Risk Analysis, Underwriting, Salesforce.com
Education
University of Colorado Boulder 2007 — 2012
Bachelor of Arts (B.A.), History
Apex Systems February 2015 - Present
BAE Systems December 2014 - February 2015
Wells Fargo April 2013 - December 2014
Colorado College Hockey August 2008 - April 2012
Villa Sport Athletic Club and Spa Villa Kids Associate January 2008 - August 2011
USA Pentathlon United States Olympic Committee June 2010 - July 2010
USA Hockey May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Time Management
Education
University of Colorado at Colorado Springs 2008 — 2012
Bachelor of Science (B.S.), Business Administration/Sports Managment
Wells Fargo January 2013 - November 2013
CU Members Mortgage January 2011 - July 2012
Skills
Mortgage Banking, FHA, Mortgage Lending, Loans, Banking, Credit Analysis, Residential Mortgages, Self-Employed Borrowers, Manual FHA Loan Review, Manual Conventional..., Real Estate Purchases, Risk Analysis, Investment Properties, Real Estate
Education
University of Colorado at Colorado Springs 2005 — 2006
North Shore Senior High School
Cox Communications December 2012 - Present
Cox Communications February 2011 - December 2012
American Express March 2010 - December 2010
Wells Fargo January 2009 - March 2010
T-Mobile March 2004 - December 2009
Skills
Marketing, Leadership, Customer Service, Process Improvement, Troubleshooting, Event Planning, Microsoft Word, Team Leadership, Program Management, Microsoft Excel
Education
University of Colorado Colorado Springs 2002 — 2008
Bachelor of Science (B.S.), International Business
Wells Fargo June 2008 - Present
Education
University of Colorado at Boulder
Redwood Trust, Inc. November 2014 - Present
MGIC June 2014 - September 2014
Stewart Lender Services May 2011 - January 2014
Wells Fargo September 2010 - April 2011
Affiliated Financial Group March 2009 - September 2010
WJ Bradley June 2005 - July 2007
Skills
Mortgage Lending, FHA financing, Due Diligence, Underwriting, Training, Mortgage Underwriting, FHA, Loans, Credit, Refinance, Mortgage Banking, Residential Mortgages
Education
University of Colorado Colorado Springs 1984 — 1988
Bachelor of Business Administration (B.B.A.), Business Orig
Ford Motor Credit Company 2015 - Present
Wells Fargo June 2013 - December 2014
Broadmoor Hotel July 2008 - June 2013
Skills
Risk Assessment, Credit Analysis, Communication, Teamwork, Customer Service, Problem Solving, Prioritzing Tasks, Skilled Multi-tasker, Microsoft Office
Education
University of Colorado Colorado Springs 2008 — 2013
Bachelor's degree