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
Wells Fargo June 2015 - Present
Bank of America July 2007 - June 2015
S1 Corporation June 2002 - July 2007
PwC November 1998 - February 2002
Skills
Technology, Sourcing, Strategic Sourcing, Global Sourcing, IT Sourcing, Vendor Management, Vendor Relationships, Vendor Contracts, Supply Chain Management, Supply Chain Software, Supply Chain Consulting, Contract Negotiation, Contract Management, Contractual Agreements, Management Consulting, New Business Development, Business Process, Management, Spend Analysis, Supply Management, IT Strategy, Consulting
Education
University of Pheonix 2004 — 2007
Master of Business Administration (MBA), eBusiness, 3.9
University of Connecticut 1990 — 1995
Bachelor of Science (B.S.)
OpenTable November 2012 - Present
OpenTable April 2012 - November 2012
Wells Fargo December 2010 - April 2012
International SOS August 2009 - February 2010
Skills
French, Social Media, Microsoft Excel, PowerPoint, Social Networking, Microsoft Office, Marketing, Public Speaking, Customer Service, Sales, Data Analysis, Management, Social Media Marketing, Research, Team Leadership, Outlook, Microsoft Word, Facebook, Access, Restaurants, Salesforce.com, Account Management
Education
University of Delaware 2004 — 2009
Bachelor of Arts (B.A.), International Relations and Affairs
Prudential Financial March 2014 - Present
Colonial Life September 2013 - Present
Wells Fargo September 2012 - August 2013
Bank of America July 2011 - September 2012
HSBC December 2006 - February 2011
Wachovia, A Wells Fargo Company February 2003 - December 2006
Northwestern Mutual January 2003 - December 2003
Skills
Banking, Financial Services, Sales, Loans, Finance, Leadership, Management, New Business Development, Commercial Banking, Business Development, Insurance, Sales Management, Strategy, Commercial Lending, Credit, Cold Calling, Relationship Management, CRM, Selling, Cross Selling, Cash Management, Small Business Lending, Coaching, Retail Banking, Bank Relationship..., Key Account Management, Asset Based Lending, Salesforce.com, B2B, Needs Analysis, Treasury Management, Team Building, Mentoring, Consultative Selling, Customer Relations, Small Business, Underwriting, Commercial Mortgages, Lines Of Credit, Consumer Lending, Retirement Planning, Mortgage Lending, Life Insurance, Disability Insurance, Variable Annuities, Investments
Education
University of Connecticut 1995 — 1999
Economics
Xcel Energy August 2014 - Present
United States Air Force November 2010 - Present
Team Industrial Services September 2011 - August 2014
Wells Fargo August 2010 - September 2011
Bank of America January 2009 - January 2010
Skills
Project Management, NDT, Power Plants, Piping, Pipelines, Radiography, Magnetic Particle..., Penetrant Testing, Eddy Current, Ultrasonic Testing, Positive Material..., Construction, Customer Service, Engineering, Inspection
Education
University of Delaware 2002 — 2008
Bachelor of Arts (B.A.), Economics
Wells Fargo December 2014 - Present
Citi September 2009 - October 2013
Citi Transaction Services, Global Payments September 2004 - August 2009
Citi January 1996 - August 2004
Citi November 1984 - December 1995
Skills
Banking, Commercial Banking, Sales Management, Product Management, Brand Management, Financial Analysis, Strategic Financial..., Strategic Planning, Product Development, Product Launch, Management, Payments, Payment Systems, AML, Finance, KYC, Financial Institutions, Treasury Services, Treasury Management, Financial Planning, Financial Services, Financial Risk, Anti Money Laundering
Education
The University of Connecticut
Master of Business Administration, Finance, General
University of Connecticut 1980 — 1984
Bachelor of Science, Finance
CALIBRE Systems August 2015 - Present
Army National Guard May 2013 - Present
US Army August 2014 - May 2015
Wells Fargo February 2014 - July 2014
Vision Technology Services June 2013 - December 2013
US Army August 2009 - May 2013
Skills
Networking, Leadership, Recruiting, Interviews, DoD, Internet Recruiting, Sourcing, Training, Information Technology, Team Building, Military, Staffing Services, Management, Analysis, Technical Recruiting, Time Management, Team Leadership, Leadership Development, Employee Relations, Cold Calling, Employee Benefits, Strategy, IT Recruitment, College Recruiting, Sales, Temporary Placement, Talent Acquisition, Process Improvement, Policy, Human Resources, Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Budgets, Accounting, Finance, Financial Analysis, Requirements Analysis, SDLC, Communication, Business Analysis
Education
University of Delaware 2009 — 2013
Bachelor of Science (B.S.), Finance
Blackhawk Network December 2013 - Present
Wells Fargo November 2012 - July 2013
Wells Fargo August 2011 - November 2012
Charles Schwab October 2008 - July 2011
Charles Schwab & Co., Inc. February 2006 - October 2008
Charles Schwab & Co., Inc. September 2004 - February 2006
Charles Schwab & Co., Inc. November 2000 - October 2004
Charles Schwab & Co., Inc. September 1998 - November 2000
American Society on Aging 1996 - 1998
Skills
Software Project..., Product Management, Process Improvement, SharePoint, Problem Solving, MS Project, Project Planning, Business Analysis, Requirements Gathering, Project Management, Software Documentation, Project Manager, Business Communications, Technical Documentation, Team Building, Team Leadership, Offshore Project..., Training Skills, Agile Project Management, Budget Forecasts, Basel III, Basel II, ICAAP, Program Management, Business Requirements, PMO, Process Development, Business Process..., Documentation, Business Process, Technical Writing, PowerPoint, Training, Financial Services, Testing, Software Development, Change Management, Analysis, SDLC, Microsoft Project
Education
Central Bucks West
Rotary International Exchange Student
University of Delaware
Bachelor of Arts
Wells Fargo May 2014 - Present
Wells Fargo January 2010 - May 2014
Wachovia, A Wells Fargo Company April 2008 - January 2010
Thompson Hine LLP June 2007 - April 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Microsoft Excel, Strategic Financial..., Loans, Finance
Education
University of Dayton 2003 — 2007
BA, Finance
Our Lady of Lourdes Catholic Church October 2014 - Present
Wells Fargo March 2014 - October 2014
Panera Bread September 2011 - May 2013
Mount St. Mary's University July 2008 - May 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Windows, Writing, Editing, Public Speaking, Teamwork, Social Media
Education
University of Dayton 2011 — 2014
Master of Arts (MA), Theology/Theological Studies
Mount St. Mary's University 2007 — 2011
Bachelor of Arts (BA), Theology
Wells Fargo March 2014 - Present
Wells Fargo December 2012 - February 2014
Wells Fargo August 2011 - November 2012
Wells Fargo June 2010 - July 2011
Wells Fargo August 2009 - May 2010
Skills
AAP, ACH, Retail Banking, Treasury Management, Deposits, Electronic Payments, Team Building, Customer Service, Management
Education
University of Delaware
Bachelor of Science (B.S.), Organizational Leadership
Fiduciary Trust Company International May 2015 - Present
Fiduciary Trust Company International via Solomon Page Group October 2014 - May 2015
Wells Fargo January 2013 - September 2014
Wells Fargo April 2011 - December 2012
US Trust April 2008 - December 2010
Ameriprise Financial Advisors 2006 - 2007
Skills
Wealth Management, Strategy, Financial Services, Retirement Planning, Estate Planning, Investments, Asset Managment, Financial Advisory, Finance, Credit, Strategic Financial..., Risk Management, Asset Management, Financial Planning, Portfolio Management, Asset Allocation, Management, Trusts
Education
The University of Connecticut 2001 — 2005
Bachelor in the College of Liberal Arts, Economics, Business Administration and Political Science
Office of the Comptroller of the Currency January 2015 - Present
Office of the Comptroller of the Currency August 2014 - January 2015
Office of the Comptroller of the Currency January 2014 - July 2014
Office of the Comptroller of the Currency May 2011 - December 2013
Bank of America September 2010 - May 2011
Wells Fargo August 1996 - September 2010
Skills
Bank Secrecy Act, Banking, Corporate Governance, Financial Regulation, Financial Risk, Leadership, Loans, Mortgage Lending
Education
University of Dayton 1991 — 1995
Wells Fargo March 2015 - Present
MAC Meetings & Events December 2009 - March 2015
Big Brothers Big Sisters of Eastern Missouri March 2008 - December 2009
One Hope United August 2006 - March 2008
Head Start Preschool (Denver) + Special School District (St. Louis) August 2004 - May 2006
Education
Nerinx Hall High School
University of Dayton
Bachelor of Science, Education
TD September 2014 - Present
TD Bank Group September 2011 - September 2014
Wells Fargo January 2011 - September 2011
Wells Fargo January 2009 - January 2011
Equifirst Corporation June 2007 - December 2008
Fremont Investment & Loan April 2006 - May 2007
Coast to Coast Mortgage, Inc. March 2003 - March 2006
Astropower, Inc. 2001 - 2002
Skills
Sales, B2B, Mortgage Lending, Selling, Loans, Leadership, Investment Properties, Finance, Relationship Management, Sales Operations, Loan Origination, Sales Process, Management, Training, FHA, Customer Service, Marketing Strategy, Business Development, Recruiting, Credit, Negotiation, Banking, Consumer Lending, Commercial Lending, Mortgage Banking, Refinance, Coaching, Residential Mortgages, Retail Banking
Education
University of Delaware 1997 — 2002
BSBA, Finance
Brandywine High School 1993 — 1997
Samson Properties July 2014 - Present
Weichert, Realtors June 2013 - July 2014
Wells Fargo May 2013 - October 2013
Skills
Previously held NASD..., Mortgage Bankers..., Valuation, Risk Management, Mortgage Lending, Customer Service, Financial Analysis, Real Estate Salesperson..., Finance, Microsoft Office, Loans, Credit Analysis, Leadership, Management, Credit, Portfolio Management, Real Estate, Asset Management, Investment Properties, Real Estate Transactions, Short Sales, Foreclosures, First Time Home Buyers
Education
University of Delaware
Bachelor of Science (B.S.), Textiles &*Clothing
PNC April 2014 - Present
Wells Fargo September 2012 - November 2013
Wells Fargo September 2011 - August 2012
Skills
Leadership, Customer Service, Research, Microsoft Excel, Entrepreneurship, Microsoft Office, Marketing, Social Media, Financial Analysis, Sales, Sales Management, Financial Services, Social Media Marketing, Credit, Time Management, Management, Finance
Education
University of Delaware 2007 — 2011
BA, International Relations, Economic Development
Wells Fargo August 2011 - Present
Aramark July 2007 - August 2011
AmeriHealth Caritas June 2004 - July 2007
Skills
Nonprofits, Event Planning, Microsoft Office, Community Outreach, Public Speaking, Community Development, Leadership, Sales, Microsoft Excel, Process Improvement, Social Media, Grant Writing, Volunteer Management, Program Management
Education
University of Pennsylvania 1998 — 2000
Master's Degree
University of Delaware 1992 — 1996
Bachelor's Degree
Sarah Cruz Photography February 2012 - Present
Barnum Financial a divison of MetLife November 2014 - Present
Siftex Equipment Company August 2014 - Present
Full Circle Bridal & Events May 2005 - 2009
Wells Fargo November 1994 - July 2002
Wells Fargo June 1997 - November 1999
Skills
Creative Problem Solving, Creative Services, Portrait Photography, Management, Product Marketing, Customer Service, Customer Satisfaction, Long Term Relationship..., Customer Experience, Customer Engagement, Event Planning, Event Management, Event Photography, Events Coordination, Organization, Partnering, Teaching, Mentoring, Supervisory Skills, Team Leadership, Thought Leadership, Coordination, Project Coordination, Product Management, Print Management, Writing, Advertising, Direct Marketing, Strategic Planning, Coordinating Special..., Finance, Product Development, Staff Management, Coaching, Solution Implementation, Brand Awareness, Brand Management, People Skills, People-oriented, Extrovert, Education, Marketing Communications, Microsoft Excel, Microsoft Word, Communication Skills, Marketing, Strategy, Microsoft Office, Social Media, Sales
Education
University of Connecticut 1989 — 1993
Bachelor of Fine Arts (B.A.), Minor Women's Studies
Manchester High School 1986 — 1989
Cartus March 2015 - Present
AT&T October 2012 - March 2015
Wells Fargo March 2011 - June 2012
Wells Fargo April 2011 - May 2012
Best Buy September 2008 - May 2011
Skills
bi lingual, Microsoft Office, Sales, Customer Service, Customer Satisfaction, Loans, Credit, Mortgage Lending, Access, Finance, Commercial Banking, Customer Experience, Financial Analysis, Banking
Education
University of Connecticut-Stamford
Bachelor’s Degree, Financial Management, 3.7
Wells Fargo July 2014 - Present
JP Morgan Chase August 2007 - July 2014
American Home Mortgage 1991 - 2007
Skills
Residential Mortgages, Refinance, Mortgage Banking, Mortgage Lending, Loans, FHA financing, Real Estate, Loan Origination, FHA, Credit, Consumer Lending, Credit Analysis, Portfolio Management, Banking, USDA, Mortgage Underwriting, Commercial Lending, Leadership, Underwriting, Construction Loans, Retail Banking, Credit Risk, Investments, Home Equity Loans, Commercial Mortgages, Sales Management, Recruiting, Small Business Lending, VA loans, Commercial Banking, Loan Servicing, Real Estate Economics, Finance, Mortgage Servicing, Funding, Financial Services, Financial Structuring, Cross Selling, Relationship Management, Government Loans, FHA Financing, VA Loans
Education
University of Delaware 1986 — 1990
BA, Political Science and Government
Cardinal Mortgage Corp 2014 - 2015
Arlington Financial January 2013 - July 2014
iReverse Home Loans, LLC June 2012 - January 2013
MetLife Home Loans March 2011 - October 2012
Bank of America December 2010 - February 2011
Wells Fargo August 2009 - November 2010
Xerox March 1973 - April 1983
Skills
Reverse Mortgages, Residential Mortgages, Home Equity, Loans, Mortgage Banking, Home Equity Loans, Mortgage Lending, Home Equity Lines of..., Loan Origination, Credit, FHA financing, FHA, Refinance, VA loans, USDA, Government Loans, Certified Mortgage..., VA Loans, FHA Financing, Finance
Education
University of Dayton 1967 — 1971
BS, Business
Gold Coast Eagle Distributing March 2012 - Present
Infinity Homecare September 2011 - January 2012
Dynasplint Systems April 2010 - April 2011
Wells Fargo March 2007 - March 2010
Lending September 1998 - March 2010
Skills
Consultative Selling, Action Planning, Sourcing, Creative Problem Solving, Outstanding Customer..., Organizing, Territory Planning
Education
University of Detroit Mercy 1991 — 1994
Bachelor or Science, Sports Medicine
University of Dayton 1989 — 1991
De La Salle Collegiate HS 1985 — 1989
The Pourhouse June 2015 - Present
Hennepin County January 2014 - Present
Rosa Mexicano Restaurants March 2014 - June 2015
ADMI December 2012 - July 2013
Associated Bank December 2011 - December 2012
Wells Fargo January 2009 - December 2011
Skills
Loans, Financial Services, Finance, Credit, Credit Analysis, Consumer Lending, Mortgage Lending, Banking, Loan Origination, Small Business Lending, Access, Commercial Lending, Budgets, Management, Employee Benefits
Education
Minneapolis Community and Technical College 2014 — 2016
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Wilmington College 2007 — 2007
Social Studies, Social Studies
University of Delaware 2005 — 2006
General Studies, Psychology
Brandywine High School 2002 — 2005
High School Diploma
Condé Nast October 2008 - Present
Wells Fargo November 2007 - October 2008
Chase August 2004 - November 2007
Chase February 2003 - August 2004
Chase April 2001 - February 2003
Chase August 2000 - April 2001
Chase June 1999 - August 2000
Skills
Data Analysis, SAS, Segmentation, CRM, Management, Tableau, Customer Relations, Credit, Oracle SQL, Unica, Modeling, CRM software, Database Management, List Brokerage, Collections Management, Unix Shell Scripting, Cron, SAS/SQL, Unix, Database Administration, Data Mining, Database Design, Data Warehousing, Email Marketing, Email Management, SAS Base, Knowledge Studio, Decision Trees, DMP, Silverpop, Silverpop Engage, Onboarding, Contract Negotiation, Unica Affinium Campaign, Toad, Behavioral Targeting, SAS programming, Database Marketing, Business Intelligence, Analytics, Business Analysis
Education
University of Delaware
Bachelors of Science
Allianz Group 2015 - Present
Wells Fargo 2014 - 2015
Thomson Reuters September 2010 - November 2013
US Bank September 2009 - October 2010
US Bank 2005 - September 2009
US Bank 2001 - 2005
IBM 1988 - 2001
Mission Community College 1994 - 1995
University of Delaware 1985 - 1988
Skills
Leadership, IT Strategy, Project Portfolio..., SDLC, Software Development, Software Project..., Information Security, IT Management, Security, Strategy, Data Center, Cross-functional Team..., Project Management, Management, Governance, Risk Management, SOA, Business Analysis, Executive Management, Integration, CISSP, Enterprise Architecture, Disaster Recovery, Vendor Management, Business Development, .NET, Program Management, Project Estimation, Unix, Employee Engagement, Solution Architecture, Software Quality..., Enterprise Software, Java, Cloud Computing, Building Business..., Architectures, Architecture
Education
University of Delaware
MS, Computer Science
University of Delaware
BS, Computer Science, minor in Mathematics
Wells Fargo June 2015 - Present
Goldman Sachs December 2007 - May 2015
Pencom Systems September 2004 - October 2007
Skills
Recruiting, Sourcing, Technical Recruiting, Vendor Management, Project Management, Contract Negotiation, Strategic Planning, Team Leadership, Employee Relations, Finance, Deferred Compensation, Applicant Tracking..., Management, CRM, Talent Management, Onboarding, Negotiation, Human Resources, Executive Search, Talent Acquisition, Performance Management, Analysis, Leadership, SDLC, Business Development, Investment Banking, Business Analysis
Education
University of Delaware 1998 — 2003
BA, Political Science
Bergen Catholic 1994 — 1998
Saul Ewing LLP August 2015 - Present
Institute of Delaware Corporate & Business Law August 2014 - May 2015
Delaware Supreme Court September 2014 - April 2015
Saul Ewing LLP May 2013 - July 2014
District of Delaware August 2013 - April 2014
Law Office of Richard B. Bateman Jr. December 2012 - January 2013
Wells Fargo April 2012 - July 2012
PNC May 2011 - March 2012
Education
Widener University Delaware Law School 2012 — 2015
Juris Doctor (J.D.)
University of Delaware 2009 — 2011
Bachelor of Arts (B.A.), International Relations
The College of William and Mary 2007 — 2008
University of Baltimore Study Abroad
Securian Financial Group December 2014 - Present
Macalester College August 2010 - Present
Minnesota Life June 2012 - December 2014
University of Delaware July 2010 - July 2012
The M Group Creative June 2011 - October 2011
Wells Fargo April 2008 - July 2010
Wells Fargo Financial June 2007 - June 2008
Skills
Outlook, Access, PowerPoint, Excel, Word, Prezi, Project Management, Marketing, SmartArt
Education
University of Delaware 2010 — 2012
MBA, Marketing
Xavier University - School of Business Administration 2003 — 2007
BSBA, Finance
U.S. Bank 2014 - Present
Rebuilding Together San Francisco October 2013 - Present
Bank of the West 2012 - 2013
Wells Fargo 2006 - 2011
California State Automobile Association 2005 - 2006
Blue Shield of California 2005 - 2005
United Parcel Service, UPS Supply Chain Solutions Unit 1999 - 2004
United Parcel Service, UPS Supply Chain Solutions Unit, San Francisco, CA 1999 - 2004
SoftMed Systems, Inc. 1996 - 1999
Skills
SDLC, Business Analysis, Agile Methodologies, Salesforce.com, Business Process, Web Applications, Scrum, Waterfall, Salesforce.com..., Salesforce.com..., Salesforce.com..., Integration, Business Requirements, Requirements Gathering, User Acceptance Testing, Requirements Analysis
Education
University of Delaware
BS, Enconomics
Wells Fargo April 2013 - Present
Weichert Financial Services February 1998 - March 2013
Weichert Financial Services February 2004 - January 2005
Skills
Banking, Underwriting, Mortgage Underwriting, First Time Home Buyers, Credit Analysis, Real Estate, Sales Management, Selling, Sales, Customer Service
Education
University of Delaware 1966 — 1978
Master of Arts (MA), Educational Psychology
Wells Fargo Insurance SpecialistWells FargoJuly 2014 - Present
Apple Computers January 2013 - July 2014
Hennepin County District Court May 2012 - August 2012
Consortium on Law and Values in Health, Environment, and the Life Sciences May 2011 - August 2011
Comcast Cable August 2008 - September 2010
Kaplan Test Prep and Admissions September 2005 - September 2010
AEGON January 2008 - August 2008
Morris, Nichols, Arsht & Tunnell LLP 2007 - 2008
University of Delaware August 2006 - May 2007
The Infant Language Project 2006 - 2007
Skills
Customer Service, Access, Research, Microsoft Word, Event Planning, Microsoft Office, Troubleshooting, Microsoft Excel, Sales, Data Analysis, Outlook, Strategic Planning, Leadership, Process Improvement, Public Speaking, Coaching, Call Centers, Project Management, Team Leadership, Time Management, Training, Fundraising, Legal Research, Legal Writing, PowerPoint, Analysis, Insurance
Education
University of Minnesota Law School 2010 — 2012
JD, Law
University of Delaware 2005 — 2007
BA, Asian Studies, Linguistics and Philosophy
Ronald McDonald House Charities of Central New York 2013 - 2015
Syracuse University 2013 - 2013
Wells Fargo 2012 - 2013
American Cancer Society 2009 - 2011
Skills
Event Planning, Customer Service, Microsoft Excel, Microsoft Office, Marketing, Sales, PowerPoint, Social Media, Public Speaking, Leadership, Strategic Planning, Microsoft Word, Social Networking, Event Management, Fundraising
Education
University of Delaware 2005 — 2009
Bachelor of Science, Hotel, Restaurant & Institutional Management
Christian Brothers Academy 1999 — 2005
Wells Fargo June 2014 - Present
Wells Fargo May 2009 - Present
CIT June 2008 - November 2008
Skills
Accounting, Financial Analysis, Credit, SQL, Microsoft Excel, Visual Basic, Access, Finance, Financial Modeling, Loans, Cash Management, Strategic Financial..., Investments, Corporate Finance, Valuation, Forecasting
Education
University of Delaware 2003 — 2007
Bachelor of Arts (B.A.), Economics
Westport National Bank a division of Connecticut Community Bank, N.A. September 2013 - Present
TD October 2010 - April 2013
Wells Fargo January 2007 - October 2010
Skills
Retail Banking, Lines Of Credit, Consumer Lending, Credit Cards, Banking, Loans, Commercial Banking, Mortgage Lending, Credit Analysis, Team Leadership, Small Business Lending, Credit, Deposits, Branch Banking, Home Equity Lines of..., Cross Selling
Education
The University of Connecticut
Syapse Inc. February 2015 - Present
Wells Fargo November 2012 - January 2015
Oracle March 2011 - October 2012
Center for Bioinformatics & Computational Biology at the University of Delaware March 2009 - December 2010
Oracle July 2007 - December 2008
Skills
Algorithms, Java, Bioinformatics, C++, Python, Linux, Computational Biology, MySQL, Computer Science, Machine Learning, Perl, JSP, Hadoop, Distributed Systems, Data Mining, Shell Scripting, Eclipse, Software Engineering, Object Oriented Design, Java Enterprise Edition
Education
University of Delaware 2009 — 2010
Master of Science (M.S.), Computer Science
Bhavans
Wells Fargo January 2013 - Present
PNC Bank May 2007 - January 2013
Bank of America 2005 - 2007
MBNA America 1997 - 2007
Skills
Credit Cards, Customer Experience, P&L Management, Cards, Vendor Management, Product Management, Banking, Direct Marketing, Financial Services, Payments, Relationship Management, Retail Banking, Debit Cards, Loyalty Programs, Rewards Programs, Total Rewards Strategies, Customer Acquisition, Credit, CRM, Segmentation, Analytics, Credit Risk, Portfolio Management, Leadership, Marketing Strategy, Team Management
Education
Graduate School of Retail Bank Management 2011 — 2013
CBA GSRBM Cert, Retail Bank Management
University of Delaware 1993 — 1997
Bachelor of Science, Envrionmental Sciences
Wells Fargo November 2013 - Present
TD Bank June 2003 - November 2013
Commerce Bank November 2005 - December 2009
Commerce Bank June 2004 - November 2005
Commerce Bank June 2003 - June 2004
Skills
Leadership Development, Mathematica, Excel, Financial Analysis, Loans, Underwriting, Finance, Management, New Business Development, Banking, Retail Banking, Commercial Banking, Credit Analysis, Credit, Commercial Lending, Small Business Lending, Consumer Lending, Mortgage Lending, Risk Management, Portfolio Management, Credit Risk, Cash Flow, Cash Management, Microsoft Excel, Small Business, Accounting, Lines Of Credit
Education
Rutgers University 2006 — 2009
Master of Business Administration, Finance
University of Delaware 2001 — 2005
Bachelor of Science, Business Administration; Finance, Economics
Lenape High School 1997 — 2001
Wells Fargo December 2011 - Present
Skills
Sales Process, Recruiting, New Business Development, Sales, Strategic Partnerships, Business Development, Leadership, Strategy, Cold Calling, B2B, Selling, Sales Operations, Management, Solution Selling
Education
University of Dayton 1992 — 1996
BS degree
Roch Capital Inc. 2013 - Present
Delaware Bankers Association 2012 - 2013
American Bankers Association -- Community Bankers Council 2012 - 2013
Applied Bank 2007 - 2013
BroadCreek Capital 2002 - 2007
TD Bank 2000 - 2002
Wells Fargo 1997 - 2000
Wells Fargo 1996 - 1997
Wells Fargo 1989 - 1996
Wells Fargo 1987 - 1989
Skills
Real Estate Private..., Private Equity, Hotels, Mergers & Acquisitions, Capital Markets, Financial Analysis, Valuation, Commercial Real Estate, Finance, Investments, Financial Risk, Corporate Finance, Funding, Real Estate Economics, Commercial Lending, Commercial Banking, Underwriting, Cash Management, Financial Modeling
Education
Stonier Graduate School of Banking -- University of Delaware
Degree conferred with honors, Banking/Finance
University of Delaware
BS, Economics
University of Wisconsin-Madison
eMaint Enterprises September 2015 - Present
Careerminds May 2014 - September 2015
Wells Fargo 2013 - 2014
PHH Mortgage 2012 - 2013
Solular, LLC 2011 - 2012
Skills
Customer Relations, Excel, Word, Problem Solving, Customer Service, Retail, Renewable Energy, Microsoft Office, Public Speaking, Social Media, Marketing Strategy, Scheduling, PowerPoint, Account Management, Strategic Planning, Outlook, Windows, Writing, Teamwork, Photovoltaics, Solar Energy, Project Planning, Negotiation, Team Leadership, Sales, Project Management, Contract Negotiation, Salesforce.com, Customer Satisfaction, New Business Development, Microsoft Word, Banking, CRM, Budgets, Finance, Management, Microsoft Excel, Mortgage Lending, Process Scheduler, Program Management, Business Development, Social Networking, Marketing, Social Media Marketing, Start-ups, Strategy, Leadership, Time Management, SaaS
Education
The University of Connecticut 2008 — 2011
Communication Science, Interpersonal Communication
Citi August 2015 - Present
UBS Wealth Management September 2014 - August 2015
PNC September 2013 - August 2014
PNC April 2011 - September 2013
Wells Fargo September 2010 - April 2011
JPMorgan Chase September 2009 - September 2010
JPMorgan Chase July 2008 - September 2009
Skills
Financial Services, Small Business Lending, Relationship Management, Management, Loans, Retail Banking, Banking, Credit, Finance, Consumer Lending, Customer Service, Risk Management, Financial Analysis
Education
The University of Connecticut 2003 — 2007
Prospective BA, Economics
Harrison High School 1999 — 2003
General Education
SSU Consultants, Inc. January 2010 - January 2012
Freedom Mortgage Corporation March 2007 - January 2010
Wells Fargo August 2004 - March 2007
Enterprise Rent-A-Car September 2001 - August 2004
Skills
Customer Service, English, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Sales, Windows, Research, Sales Management, Strategic Planning
Education
University of Delaware 1997 — 2001
Bachelor of Science (B.S.), Business Management
Citi Commercial Bank September 2013 - Present
Wells Fargo March 2013 - September 2013
JPMorgan Chase October 2008 - February 2013
Skills
Banking, Business Development, Financial Services, Retail Banking, Credit, Relationship Management, Investments, Finance, Loans, Mortgage Lending, Corporate Finance, Sales, Leadership, Management, Wealth Management, Mutual Funds, Series 63, Commercial Banking, Commercial Lending, Small Business Lending, Portfolio Management, Consumer Lending, Credit Analysis, Credit Risk, Loan Origination, Risk Management, Securities, Training, Mortgage Banking, Private Banking, Credit Cards, Residential Mortgages, Cross Selling, Treasury Management, Refinance, Financial Risk, Cash Management, Branch Banking, Lines Of Credit, Executive Management, Structured Finance, Derivatives, Team Building, Cold Calling, Asset Management, Recruiting, Coaching, Financial Analysis, FX Options, Financial Reporting
Education
University of Connecticut 2003 — 2007
Bachelor of Science (BS), Economics
NaviLend Commercial Capital March 2015 - Present
JP Morgan Chase September 2010 - March 2015
Wells Fargo August 2003 - September 2010
Skills
Personnel Recruiting, Staff Training, Credit Analysis, Business Strategy, New Business Development, Business Management, Consumer Lending, Client Relationship..., Underwriting, Debt Management, Debt Collection, Profit & Loss Management, Retail Banking, Small Business, Financial Services, Leadership, Management, Banking, Loans, Mortgage Lending, Sales, Training, Credit, Recruiting, Finance, Mortgage Banking, Relationship Management, Loan Origination, Real Estate, Financial Analysis, Risk Management, Negotiation, Strategic Financial..., Lines Of Credit, Cross Selling, Refinance, Residential Mortgages, Credit Cards, Branch Management, FHA, Investment Properties, Loan Servicing, Loss Mitigation, Team Building, Home Equity Loans, Sales Presentations, Private Banking, Strategy, Selling, Cold Calling
Education
University of Dayton 1999 — 2003
Bachelor of Science in Business Administration (BS), Finance and Economics
Argosy University 2014 — 2015
Master of Business Administration (MBA)
Wells Fargo January 2013 - Present
Northwestern Mutual Financial Network September 2010 - December 2011
Insurance Sales Professional August 2010 - December 2011
Skills
Investments, Fixed Annuities, Strategic Financial..., Insurance, Financial Analysis, Portfolio Management, Risk Management, Sales, Financial Modeling, Customer Service, Disability Insurance, Retirement Planning, Asset Management, Mutual Funds, Leadership, Asset Allocation, Management, Financial Services, Business Development, Retirement, Series 6, Series 63, Series 65, Wealth Management, Finance, Financial Planning
Education
The University of Connecticut 2006 — 2010
Sociology
American Trust Escrow April 2015 - Present
Mobot Nation Inc January 2014 - Present
A C N 2011 - Present
Wells Fargo November 2012 - June 2014
Provisors 2014 - 2014
Mobot 2014 - 2014
ProVisors 2013 - 2014
US Bank, Business Banking Group December 2011 - November 2012
JPMorgan Chase August 2006 - June 2011
Oce July 2005 - September 2006
Skills
Small Business Lending, Cash Management, New Business Development, Credit, Commercial Banking, Banking, Customer Relations, Real Estate, Small Business, Management, Loans, Mortgage Lending, Refinance, Mortgage Banking, Residential Mortgages
Education
University of Dayton 2000 — 2004
Bachelor of Science (BS), Political Science and Government
Marquette High School 1996 — 2000
Defender Pro April 2015 - Present
iS3, Inc. July 2012 - March 2015
Wells Fargo January 2001 - December 2010
Skills
Sales Management, 20 plus years of sales, Sales, Business Development, Leadership, Strategic Partnerships, Account Management, Lead Generation, Marketing, Marketing Strategy, Salesforce.com, Solution Selling, Strategic Planning, Team Leadership, Market Research, Email Marketing, Training, Marketing Communications, Sales Operations, B2B, Public Relations, Social Media, New Business Development, Pricing, Direct Sales, E-commerce, Finance, Sales Process, CRM, Cold Calling, Selling, Customer Retention, Contract Negotiation, Trade Shows, Retail, P&L Management, Customer Service, Management, Windows, Networking, Team Building
Education
University of Delaware 1987 — 1990
Political Science and Government
WELLS FARGO April 2013 - Present
Citigroup January 2008 - April 2013
Skills
Computer Proficiency, Problem Solving, Building Relationships, Microsoft Office, Data Analysis, Databases, Bloomberg Terminal, Notary Public, Pharmacy, Communication, Spanish-English, Excel Pivot, Sales Management, Loans, Customer Service, Marketing, Sales, Banking
Education
University of Connecticut 2013 — 2016
Master of Business Administration (MBA), Business/Managerial Economics
University of Connecticut 2008 — 2011
ART AND SCIENCE, ECONOMICS
Ashford University August 2015 - Present
Darden September 2013 - December 2014
Wells Fargo March 2013 - August 2013
Marketing Solutions November 2012 - January 2013
Skills
Social Skills, Team Leadership, Organizational Structure, Customer Relations, Customer Focus, Teamwork, Analytical Skills, Strategic Planning, Direct Sales, Customer Service, Time Management, Finance, Direct Marketing, Sales, Access, Leadership, Data Analysis, Management, Microsoft Office, Microsoft Excel, Social Media Marketing, Public Speaking, Marketing, PowerPoint, Social Networking, Training, Microsoft Word
Education
University of Connecticut 2010 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
The University of Connecticut 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General, Junior
Edward Jones September 2007 - Present
A Business Affair June 2004 - August 2007
Wells Fargo June 1994 - June 2004
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers
Education
University of Connecticut 1984 — 1989
Bachelor of Business Administration (B.B.A.)
Wells Fargo April 2015 - Present
Wells Fargo March 2014 - Present
Lowe's Home Improvement May 2013 - March 2014
Lowe's Home Improvement May 2012 - May 2013
PepsiCo June 2011 - May 2012
University of Connecticut August 2009 - June 2011
University of Connecticut August 2007 - June 2011
Todd Pacific Shipyards June 2006 - July 2007
Skills
Organizational..., SPSS, Job Analysis, Human Resources, Statistics, Data Analysis, Survey Research, Survey Design, Employee Surveys, Project Management, Internal/External..., Talent Management, Analysis, Research Design, Personnel Management, Management, Research, Psychology, Leadership
Education
The University of Connecticut 2007 — 2013
Ph.D., I/O Psychology
The University of Connecticut 2007 — 2010
Master of Arts (M.A.), I/O Psychology
University of Washington 2002 — 2006
B.A., Psychology and Sociology
Union Bank April 2014 - Present
Union Bank January 2010 - April 2014
Santa Barbara Bank & Trust March 2009 - December 2009
Santa Barbara Bank & Trust October 2006 - March 2008
Montecito Bank & Trust August 2003 - September 2006
First Republic Bank August 2002 - August 2003
Santa Barbara Bank & Trust November 1993 - August 2002
Wells Fargo November 1985 - November 1993
Central Bank of Lake of the Ozarks October 1984 - September 1985
Old Admiral's Inn October 1983 - September 1984
Skills
Banking, Leadership, Investments, Business Development, Commercial Banking, Wealth Management, Sales, New Business Development, Branch Banking, Selling, Private Banking, Relationship Management, Loans, Time Management, Credit, Small Business Lending, Commercial Lending, Retail Banking, Portfolio Management, Credit Analysis
Education
University of Delaware 1979 — 1984
Bachelor of Arts (B.A.), English with a concentration in Journalism
Archmere Academy 1975 — 1979
American Liver Foundation April 2008 - Present
Juvenile Diabetes Reseach Foundation May 2006 - Present
Wells Fargo January 2007 - April 2008
MBNA America June 2000 - March 2007
MBNA America 2004 - 2006
Education
University of Delaware 1995 — 2000
Ursuline Academy 1991 — 1995
Diploma, High School
Wells Fargo April 2014 - Present
Sapient Corporation June 2010 - April 2014
PacifiCorp December 2001 - February 2010
Occidental Energy Marketing Inc. (subsidiary of Occidental Petroleum Corporation) July 1999 - December 2001
Coral Energy July 1998 - July 1999
Dynergy, Inc October 1996 - June 1998
Skills
Energy Derivatives, Process Improvement, Business Objects, @Risk, ETRM, Commodity Markets, Commodity, Endur, Openlink, Dodd-Frank, Energy Markets, Market Risk, Renewable Energy, Business Process, Business Analysis, Requirements Analysis, Visio, Software Project..., Energy Industry, Business Process..., Trading Systems, Natural Gas, Trading, Risk Management, Derivatives, Risk Analysis, Energy, Swaps, VAR, Middle Office, Valuation, Project Delivery, Enterprise Risk..., Management Consulting, Integration, Analysis, Sarbanes-Oxley Act, Data Warehousing, Quantitative Analytics, Gas, PMO, Hedging, Settlement, Financial Risk, Financial Modeling, Options, Back Office, Portfolio Management
Education
The University of Connecticut
MS, economics
The University of Connecticut
MBA, Finance and Accounting
PNC June 2014 - Present
Wells Fargo October 2012 - June 2014
Redgrave & Rosenthal LLP August 2008 - September 2012
DePINTO NORNES & ASSOCIATES, LLP September 2005 - August 2007
Skills
Estate Planning, Estate Administration, Trusts, Legal Writing, Estate Law, High Net Worth..., Wills, Corporate Law, Powers of Attorney, Wealth Management..., Wealth Management, Retirement Planning, Securities, Trust Services
Education
ST. JOHN'S UNIVERSITY SCHOOL OF LAW 2002 — 2005
Juris Doctor, 2005
University of Delaware 1998 — 2002
Bachelor of Arts, Political Science
Wells Fargo March 2006 - Present
American Tire Distributors February 2004 - February 2006
Clopay September 2000 - February 2004
Ernst & Young/ Cap Gemini October 1999 - September 2000
Michelin June 1998 - July 1999
NCR June 1993 - June 1998
Skills
ERP, CRM, Project Management, Oracle E-Business Suite, Business Analysis, SQL, Change Management, Business Intelligence, SDLC, PMP, PL/SQL, Requirements Analysis, Program Management, Integration, Data Warehousing, Software Project..., Project Planning, Process Improvement, Outsourcing, Leadership, Vendor Management, Management, PMO, Oracle Applications, Business Process..., Business Process, Project Portfolio..., IT Strategy, Enterprise Architecture, Requirements Gathering, Solution Architecture, Visio, IT Management, SharePoint, Resource Management, Project Delivery, Unix, Business Requirements, ITIL
Education
University of Dayton 1994 — 1996
MBA, Tech
Wright State University 1989 — 1993
BS, Mangement Information Tech
Westchester Publishing Services August 2015 - Present
ProjectRoto.com February 2014 - Present
Begell House Inc. March 2009 - August 2015
TheFantasyFix.com December 2012 - February 2015
Wells Fargo January 2006 - January 2008
Skills
Writing, Creative Writing, Editing, Copywriting, Proofreading, Publishing Production, Marketing, Persuasive Writing, Speech Writing, Sports Writing, Fantasy Sports Writing, Microsoft Office, Customer Service, Management, Microsoft Excel, Microsoft Word, Leadership, Social Media, Social Media Marketing, Public Speaking, PowerPoint
Education
University of Connecticut 2000 — 2004
Bachelor of Arts (B.A.), English - Concentration in Creative Writing, Philosophy and Political Science
Wells Fargo January 2012 - Present
Alpha Phi International Fraternity September 2013 - November 2014
Alpha Phi Epsilon Nu November 2012 - October 2013
The Hill School Admissions Office May 2010 - May 2011
Skills
Leadership, Microsoft Office, Spanish, Accounting, Time Management, Sales, Finance, Fundraising, Sports Management, Sports, Economics, Team Leadership, Marketing, Nonprofits, Budgets, Public Speaking, PowerPoint, Microsoft Excel
Education
University of Delaware 2011 — 2015
Bachelor of Science (B.S.), Economics and Finance
The Hill School 2007 — 2011
Wells Fargo December 2014 - Present
Wells Fargo Home Mortgage July 2012 - August 2014
Wells Fargo Bank August 2005 - June 2012
Skills
Banking, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Analysis, Loan Origination, Loans, Mortgage Lending, Refinance, Risk Management, Underwriting
Education
University of Delaware 1995 — 1999
Bachelor's Degree, Finance, General
Wells Fargo April 2010 - Present
Cramer-Krasselt February 2005 - February 2010
Laughlin/Constable October 2000 - February 2005
Sudler September 1997 - September 2000
Skills
Direct Mail, Digital Marketing, Advertising, Project Management, Marketing, Online Advertising, Integrated Marketing, Graphic Design, Copywriting, Marketing Communications, Email Marketing, Packaging, Social Media Marketing, Project Planning, Direct Marketing, Creative Direction, Brand Development, Marketing Strategy
Education
University of Dayton 1993 — 1997
BA, Major: Public Relations Minor: Marketing & French
Wells Fargo August 2007 - Present
Morgan Stanley June 2005 - July 2007
Citigroup December 2003 - June 2005
Chubb Insurance Company April 1996 - December 2003
Skills
Capital Markets, Corporate Law, Insurance, Securities, Fixed Income, Series 7, Due Diligence, Private Equity, Equities, Investment Banking, Mergers & Acquisitions, Investments, Corporate Finance, Derivatives, Corporate Governance, Series 63, Asset Management, Risk Management, Banking, FINRA, Hedge Funds
Education
University of Delaware
Bridgeforce Consulting March 2012 - Present
American Express January 2009 - August 2011
Washington Mutual April 2007 - January 2009
Wells Fargo 2003 - 2007
MBNA America 2000 - 2003
Skills
Financial Analysis, Vendor Relationships, Museum Collections, Credit, Forecasting, Due Diligence, MIS, Management, Credit Risk, Credit Cards, Credit Analysis, Financial Risk, Loss Mitigation, Retail Banking, Operational Risk, Portfolio Management, Loans, Financial Services, Banking, Risk Management, Analytics, Finance, Strategy, Call Centers
Education
University of Delaware 1994 — 1998
Bachelor of Science, Business Administration
Wells Fargo March 2009 - Present
Citibank November 2008 - Present
Citibank February 2007 - November 2008
Countrywide Financial Corporation January 2006 - January 2007
First Financial Bank January 2004 - January 2006
Education
University of Delaware 1984 — 1988
Wells Fargo February 2013 - Present
Wells Fargo June 2008 - February 2013
World Savings/Wachovia 2006 - 2007
Hewitt Associates 1999 - 2001
Skills
Business Requirements, Vendor Management, Quality Assurance, Data Analysis, Business Analysis, Training, Strategic Planning, Banking, Requirements Gathering, Project Management, Process Improvement, Program Management, Cross-functional Team..., Risk Management, Business Process..., Sales, Analysis
Education
University of Dayton 1994 — 1998
Bachelor of Arts (B.A.), Electrical, Electronic and Communications Engineering Technology/Technician
Greentree Appraisal Services Certified Residential AppraiserQuality First AppraisalsJuly 2010 - Present
Wells Fargo 2003 - 2006
Education
University of Delaware 1993 — 1997
Wells Fargo September 1998 - Present
norwest 1999 - 2001
norwest mortgage 1999 - 2001
NRTC 1997 - 1998
AOTA 1995 - 1998
Avemco 1995 - 1995
PRC June 1986 - June 1994
Interealty 1994 - 1994
I.S.I.S. 1983 - 1986
Education
University of Dayton 1974 — 1978
Madonna 1970 — 1974
Wells Fargo January 2009 - Present
Wells Fargo & Co 2008 - 2011
Wells Fargo & Co 2009 - 2010
Wachovia Bank June 2001 - December 2008
Skills
Operational Risk..., Operational Risk, Risk Mitigation, Risk Management, Enterprise Risk..., Business Continuity, Financial Services, Internal Controls, Credit, Banking, Retail Banking, Financial Risk, Portfolio Management, Treasury Management, Commercial Banking, Business Analysis, Business Process..., Process Improvement
Education
University of Dayton 1967 — 1971
Psychology
Wells Fargo August 2015 - Present
TD Bank August 2010 - August 2015
JP Morgan Chase June 2002 - August 2010
Skills
Relationship Management, Credit Cards, Financial Services, Portfolio Management, Banking, Customer Experience, Payments, Analytics, Pricing, Business Development, Retail Banking, Segmentation, Customer Acquisition, Product Management, Strategy, CRM, Direct Marketing, Cross Selling
Education
University of Delaware 1999 — 2003
BS, Marketing and Management
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bishop Eustace 1995 — 1999
Wells Fargo March 2007 - Present
Wells Fargo Financial 2001 - 2007
Education
University of Dayton 1995 — 2000
Environmental Biology
Wells Fargo January 2006 - Present
American Fundraising Auctions February 2006 - February 2008
Education
University of Delaware 1991 — 1994
Wells Fargo January 2015 - Present
Partnership HealthPlan of California July 2014 - December 2014
Chevron May 2013 - July 2014
CHCN 2012 - 2013
Aspire Public Schools 2011 - 2011
CA Immunization Registry September 2008 - October 2010
Skills
Microsoft SQL Server, Databases, SQL, Business Intelligence, ASP.NET, SDLC, .NET, SSRS
Education
University of Delaware 2007 — 2008
Master of Science (M.S.), Electrical and Computer Engineering
Credit Suisse October 2009 - Present
Credit Suisse August 2009 - October 2009
Wells Fargo April 2009 - August 2009
Credit Suisse February 2008 - December 2008
National City Mortgage July 2004 - February 2008
Education
University of Dayton 2000 — 2004
Wells Fargo May 2014 - Present
Teradata February 2004 - May 2014
GSK February 2002 - February 2004
ARRIS January 2000 - December 2001
Nortel February 1996 - December 1999
Skills
Marketing Operations, Marketing Campaign..., Software Development, Product Management, System Integrations, Management, Program Management, Project Portfolio..., SaaS, Enterprise Software, Cloud Computing, SQL, Microsoft SQL Server, XML, Software Project..., C#, Enterprise Architecture, JavaScript, Telecommunications, Integration
Education
University of Delaware 1986 — 1989
M.S., Computer Science
Johns Hopkins University 1980 — 1984
B.E.S., Mathematical Sciences
PayPal June 2014 - Present
Visa June 2013 - June 2014
JPMorgan Chase June 2000 - June 2013
Wells Fargo March 1998 - June 2000
Skills
Analytics, Credit Analysis
Education
University of Delaware 1984 — 1988
Wells Fargo Senior Quality Assurance AnalystWells Fargo Bank, N.A2006 - Present
Education
University of Delaware 1993 — 1997
wells fargo Senior Project ManagerBlue Shield of California2002 - 2005
Education
University of Delaware 1972 — 1976
Wells Fargo December 2014 - Present
Wells Fargo Home Mortgage May 2012 - December 2014
Wells Fargo November 2010 - June 2012
Wells Fargo Home Mortgage January 2008 - November 2010
Wells Fargo Home Mortgage 2007 - 2008
Skills
Mortgage Lending, Mortgage Banking, Credit, Portfolio Management, Financial Services, Financial Analysis, Business Analysis, Loans, Mortgage Servicing, Loss Mitigation, Process Improvement, Visio, Residential Mortgages, Banking, Structured Finance, Risk Management, Consumer Lending
Education
University of Delaware 1999 — 2003
BS, Business Administration/Marketing
Wells Fargo March 2012 - Present
Wells Fargo October 2008 - March 2012
Wells Fargo August 2005 - October 2008
Wells Fargo January 2003 - August 2005
Education
University of Delaware 1998 — 2002
Bachelor of Science in Business Administration, Major in Finance and Marketing, and a minor in Economics
Wells Fargo March 2012 - Present
Wachovia/Wells Fargo December 2009 - March 2012
Symcor March 2008 - November 2009
Symcor LP March 2008 - November 2009
Market Intelligence and May 2001 - December 2007
Wachovia Treasury Services December 1985 - December 2007
Wachovia Bank, Charlotte January 1985 - December 2007
Wachovia Bank 1985 - 2007
Wachovia February 2000 - March 2001
First Union National Bank January 1997 - February 2000
Skills
Treasury Management, Treasury Services, Commercial Banking, Cash Management, Banking, Cross-functional Team..., Product Marketing, Credit Risk, Payments, Cross Selling, Leadership, Relationship Management, Financial Services
Education
University of Connecticut 1975 — 1979
BA, Economics
University of Connecticut 1975 — 1979
BA, Economics
University of Connecticut
Bachelor of Arts, Economics
Fifth Third Bank June 2011 - Present
Wells Fargo 1982 - 2011
Education
University of Dayton 1973 — 1977
Bachelor of Arts (BA), Communication, General
Wells Fargo May 2002 - Present
Education
University of Delaware 1983 — 1987
BA, Mathematics/Economics
Wells Fargo October 2012 - Present
Accutome, Inc. August 2011 - October 2012
Delaware Ophthalmology Consultants, P.A. February 2010 - August 2011
Christiana Care March 2007 - April 2010
Philadelphia Eagles April 2005 - April 2010
Education
University of Delaware 2004 — 2008
Bachelors of Science, Nutrition & Dietetics
University of Pennsylvania
Wells Fargo September 2015 - Present
Capital One June 2010 - August 2015
UBS Financial Services April 2006 - March 2010
UBS Financial Services July 2000 - April 2006
Kings Super Markets December 1998 - July 2000
Bennigans June 1993 - October 1998
Skills
Training, Wealth Management, Change Management, Leadership Development, Kirkpatrick
Education
University of Delaware 1991 — 1995
BA, Psychology
Lakeland Regional High School 1987 — 1991
Wells Fargo 1985 - Present
Wachovia Bank 1985 - 2007
Alco Standard Corporation May 1983 - February 1985
Skills
Financial Analysis, Banking, Risk Management, Business Analysis, Analysis, Computers, Computer Maintenance, Help Desk Support, Credit Analysis, Financial Risk
Education
University of Delaware 1970 — 1974
B.S., Economics
J.P. Morgan Asset Management January 2015 - Present
Wells Fargo July 2014 - December 2014
RANDSTAD - LPL FINANCIAL April 2014 - June 2014
J.P. Morgan Asset Management May 2010 - November 2013
J.P. Morgan Asset Management June 2007 - May 2010
J.P. Morgan Asset Management June 2004 - June 2007
JPMorgan Private Bank October 2000 - June 2004
JPMorgan Private Bank August 1998 - October 2000
Skills
Series 7, Series 63, Banking, Relationship Management
Education
Wilmington University 2005 — 2007
M.S, Human Resources
University of Delaware 1994 — 1997
B.A, Psychology
Wells Fargo August 2012 - Present
Bank of America 2002 - August 2012
Wachovia 1997 - 2002
Wachovia Bank 1996 - 2002
MDR 1988 - 1994
Skills
Digital Marketing, Marketing Strategy, Segmentation, Business Planning, Marketing Communications, Market Planning, B2B Marketing, Sales Management, Direct Marketing, Integrated Marketing, Marketing, CRM
Education
University of Connecticut 1983 — 1988
BA, Political Science
Foundation Financial Group September 2012 - November 2013
Menlo Park Funding September 2011 - July 2012
Bright Green Home Loans, Inc. December 2010 - September 2011
Duplitron September 2009 - June 2010
One Stop Business Centers, Inc. January 2009 - August 2009
Chicago Office Technology Group January 2008 - July 2008
Wells Fargo September 2006 - January 2008
Skills
Cold Calling, Salesforce.com, Sales Process, Solution Selling, Sales, Account Management, New Business Development, Direct Sales, Lead Generation, Sales Management, Mortgage Lending, Loans, Customer Service, Credit, B2B, Outside Sales, Customer Retention, Marketing Strategy, Team Building, Sales Presentations, Mortgage Banking, Banking, Underwriting, Reverse Mortgages, Real Estate, Marketing, Business Development, Selling, CRM, Relationship Management, Leadership, Sales Operations
Education
University of Dayton 2001 — 2006
BA, Fine Art, Painting
US Bancorp May 2010 - Present
Wells Fargo 2009 - 2010
Wachovia Securities, LLC 2003 - 2008
Banc of America Securities 2000 - 2003
Skills
Fixed Income, Investment Banking, Portfolio Management, Investments, Trading, FX Options, Structured Products, Securities, CDS, Financial Modeling, Financial Analysis, Loans, Capital Markets, Risk Management, Financial Services
Education
University of Dayton 1992 — 1996
Bachelor of Science, Accounting / Finance
Wells Fargo January 2009 - Present
Wells Fargo May 2004 - December 2008
Marriott International February 2003 - May 2004
PricewaterhouseCoopers January 1998 - February 2003
Education
University of Delaware 1993 — 1997
Bachelors, Accounting
Greer State Bank May 2007 - Present
Carolina Orthopaedic Center 1999 - 2007
Wells Fargo October 1982 - May 1999
Skills
Commercial Lending, Commercial Banking, Credit, Management, Microsoft Office, Leadership, Sales, Banking, Strategic Planning, New Business Development, Credit Analysis, Small Business Lending, Business Development, Business Planning, Loans, Fly Fishing, Sales Management, Consumer Lending, Small Business, Branch Management
Education
University of Dayton 1978 — 1982
Bachelor of Arts (BA), German and International Business
HSBC July 2010 - Present
Wells Fargo July 2009 - June 2010
Wachovia July 2008 - July 2009
Wachovia 2007 - June 2008
Wachovia April 2002 - June 2008
First Union December 1999 - March 2002
Skills
Credit, Portfolio Management, Banking, Credit Risk, Credit Analysis, Risk Management
Education
University of Delaware 1997 — 1999
Bachelor of Arts, Major: International Relations, Minors: French, Economics
Bank of America March 2014 - Present
Bank of America April 2013 - March 2014
Bank of America August 2011 - April 2013
Bank of America December 2010 - September 2011
Bank of America through PIONEAR July 2010 - March 2011
Wells Fargo April 2009 - March 2010
Bank of America May 2000 - November 2008
MBNA May 1998 - May 2000
MBNA January 1997 - May 1998
Consolidated Mortgage Corp./Eastern Mortgage Services May 1995 - December 1996
Skills
Sales, Mortgage Lending, Loans, Loan Origination, Banking
Education
University of Delaware
Bachelor of Arts, History
TechSolutionsInc April 2011 - Present
Wells Fargo February 2010 - March 2011
Genex Services September 2005 - February 2010
CAI 2004 - 2005
Kenexa 2000 - 2004
Acsys 1997 - 2000
Skills
Networking, Microsoft Office, Active Directory, Microsoft Exchange, System Administration, Help Desk Support, Servers, Troubleshooting, VPN, Software Installation, Hardware
Education
University of Delaware
BA, Sociology
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance July 2015 - Present
Wells Fargo September 2004 - Present
Skills
Credit, Small Business Lending, Consumer Lending, Retail Banking, Lines Of Credit, Loans, Investments, Banking, Credit Analysis, Mutual Funds, Commercial Mortgages, Commercial Lending, Customer Service, Cross Selling, Leadership, Residential Mortgages, Sales, Commercial Banking, Microsoft Excel, Financial Analysis, Microsoft Office
Education
University of Connecticut 2000 — 2004
Bsc.BA, Economics
Wells Fargo April 2013 - Present
Wells Fargo April 2013 - Present
U.S. Bancorp December 1996 - March 2013
Merrill Lynch 1987 - 1996
Skills
Relationship Management, Direct Sales, Contract Negotiation, Supplier Negotiation
Education
University of Delaware
Wells Fargo February 2015 - Present
JPMorgan Chase May 2012 - February 2015
TransCard July 2011 - May 2012
First Bank of Delaware June 2009 - May 2011
Bank of America 2006 - 2009
MBNA 1988 - 2006
Skills
Business Development, Credit Cards, Employee Training
Education
University of Delaware 1980 — 1984
BA, English
Wells Fargo September 2008 - Present
National City Bank April 2001 - September 2008
CORRPRO COMPANIES, INC. April 2000 - April 2001
KEYCORP May 1991 - April 2000
LDI Corporation January 1989 - May 1991
Skills
Project Management, Tax, Tax Accounting, Corporate Tax, Auditing, Tax Preparation, Tax Research, Tax Returns, Account Reconciliation, Mergers, Forecasting, Use Tax, Sarbanes-Oxley, State Tax, Management, Mergers & Acquisitions, Financial Analysis, Tax Law, FIN 48, Accounting, Sarbanes-Oxley Act, CPA
Education
University of Pennsylvania 2005 — 2008
Master's, Banking
University of Dayton 1984 — 1988
BSBA, Accounting
Wells Fargo May 2005 - Present
Skills
Retirement, Financial Services, Investments
Education
The University of Connecticut 1982 — 1986
BA, Math-Actuarial Science
Wells Fargo 2012 - Present
Staples Business Advantage 2005 - 2012
ADP 1990 - 2005
Skills
Sales Presentations, Sales, Salesforce.com, New Business Development, Account Management, Sales Operations, Sales Process, Customer Retention, Selling Skills, Sales Management, Cold Calling, Team Building, CRM
Education
University of Connecticut
BS
Wells Fargo Home Mortgage January 2001 - Present
Wells Fargo February 2001 - March 2007
Education
University of Delaware
BA
Wilmington University
Masters, Business
Wells Fargo August 2011 - Present
RBC Capital Markets June 2007 - June 2011
Education
University of Delaware 1994 — 1998
BA, Political Science
Wells Fargo March 2013 - Present
Wells Fargo June 2007 - Present
Grant Thornton August 2002 - June 2007
Ernst & Young October 1997 - August 2002
Skills
Auditing, Accounting, GAAP, Not for Profit, Human Resources, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Financial Reporting, Finance, Internal Audit, Sarbanes-Oxley Act
Education
University of Phoenix 2006 — 2008
MBA, Accounting
University of Delaware 1993 — 1997
BS, Accounting with MIS Minor
University of Cincinnati July 2015 - Present
University of Minnesota December 2012 - June 2015
Wells Fargo January 2012 - October 2012
Wells Fargo August 2010 - January 2012
Skills
Customer Service, Credit, Cross Selling, PowerPoint, Loans, Microsoft Excel, Retail Banking, Sales, Marketing, Fundraising, Management, Customer Satisfaction, Selling, Strategic Planning, Leadership, Community Outreach, Coaching, Banking, Time Management, Training, Team Building, Event Planning
Education
University of Dayton
Communications, Electronic Media
Worcester Academy
US Bank March 2007 - Present
Nestle Purina March 2005 - March 2007
MasterCard June 2004 - December 2004
MasterCard 2004 - 2004
Wells Fargo 2003 - 2004
Charter Communications 2001 - 2003
CGI-AMS October 1997 - March 2001
Skills
Star Schema, Data Warehousing, Software Testing, Technical Requirements..., SDLC, Requirements Analysis, Business Analysis, Software Documentation, SQL, Oracle, User Acceptance Testing, Testing, Data Modeling, Business Requirements, Analysis
Education
The University of Connecticut 1980 — 1986
B.S., Computer Science & Engineering
Winneba Specialist Training College 1971 — 1975
Diploma, Home Science
Wells Fargo March 2011 - Present
Wachovia, A Wells Fargo Company October 1992 - March 2010
Howard Savings Bank July 1988 - September 1992
Skills
Wealth Management
Education
University of Delaware 1984 — 1988
B.S., Business Administration - Finance
McKesson June 2013 - Present
Wells Fargo September 2011 - March 2013
Bank of America April 2010 - August 2011
Independant Consultant 2008 - April 2010
IBM 2000 - 2007
Lexis-Nexis 1999 - 2000
Litton-TASC 1995 - 1999
Skills
SEO, Usability, User Experience, Web Design, User Experience Design
Education
University of Dayton 1991 — 1993
Psychology
University of North Carolina at Chapel Hill 1988 — 1989
BA, Psychology
Wells Fargo August 1993 - Present
Wells Fargo (formerly Wachovia Bank) August 1993 - June 1998
Centurion Bank, American Express 1984 - 1992
Skills
Vendor Management, Quality Assurance, Management, Research, Process Improvement, Leadership, Risk Management, Event Planning, Microsoft Office, Customer Service, Program Management, Event Management, Team Building, Social Networking
Education
West Chester University of Pennsylvania 1985 — 1988
Masters, Human Resource Management
University of Delaware 1982 — 1986
Bachelors in English, Business & Technical Writing
Geistlich Biomaterials January 2013 - Present
Dentsply Implants June 2012 - December 2012
Biomet 3i April 2008 - June 2012
Sunstate Equipment March 2005 - April 2008
Wells Fargo September 2002 - July 2005
Rancho Cucamonga Quakes September 2001 - September 2002
Mandalay Baseball Properties June 1999 - August 2001
Skills
Account Management, Marketing, Sales Management, New Business Development, Public Relations, Sales, Customer Service, Event Management, Public Speaking, Social Media, Budgets, Key Account Management, PowerPoint, Microsoft Office
Education
University of Dayton 1995 — 1999
Bachelor of Science, Sport Management
Wells Fargo February 2014 - Present
Wells Fargo November 2010 - February 2014
Swift Financial August 2007 - November 2010
Swift Financial August 2007 - December 2008
RentWay, Inc November 1999 - March 2007
Skills
Risk Management, Credit, Credit Risk, Leadership, Banking, Start-ups, Management, Sales, Customer Service, Call Centers, Customer Satisfaction, Selling, Strategic Planning, Business Development, Marketing, Financial Services, Relationship Management, Loans, Credit Cards
Education
Strayer University (DE) 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration-Management
University of Delaware 1975 — 1976
Biology/Biological Sciences, General
Macy*s Christiana October 2009 - Present
Barclaycard US March 2005 - September 2009
Entity Services Group, LLC April 2004 - December 2004
Wells Fargo December 1992 - June 2004
Commercial Domicile August 2001 - March 2004
First Union National Bank May 1998 - June 2001
CoreStates Bank of Delaware July 1996 - May 1998
Skills
Inventory Control, Banking, Process Improvement, Credit Cards, Performance Management, Vendor Management, Operations Management, Strategic Planning, Customer Experience, Forecasting, Customer Service, Coaching, Team Leadership, Credit, Employee Relations, Sales, Software Documentation
Education
Wesley College 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wesley College 2005 — 2007
Bachelor's Degree, Business Administration
University of Delaware 1995 — 1997
Ally Financial Inc. November 2010 - Present
Wells Fargo June 2009 - November 2010
Wachovia Bank June 2006 - June 2009
JPMorgan Chase 2000 - 2004
JPMorgan Chase 1999 - 2000
JPMorgan Chase 1996 - 1999
National City Bank 1993 - 1996
National City Bank 1991 - 1993
National City Bank 1990 - 1991
Skills
Data Reporting and..., Relationship & Contract..., Business Case and..., Creative and Campaign..., Value Proposition and..., Project/Program..., Sales & Marketing..., Sales Referral &..., Bids and Proposals, Business and Functional..., P&L Management
Education
University of Dayton
Master of Business Administration (MBA), Marketing
Wright State University
Bachelor of Business Administration (B.B.A.)
Wells Fargo 2013 - Present
Sallie Mae 2011 - 2013
Bank of America 2007 - 2011
University of Delaware 2005 - 2007
Skills
Credit Risk, Credit Cards, SAS, Financial Risk, Risk Management, SAS programming, Credit, Statistical Modeling, Financial Analysis, Portfolio Management, Banking, Financial Modeling
Education
University of Delaware 2005 — 2007
Masters, Economics
University of Delaware 2000 — 2004
BS, Math and Economics
Wells Fargo 2005 - Present
Wells Fargo Bank February 2004 - Present
dolphin cruise line 1990 - 1992
Skills
Consumer Lending, Small Business Lending, Loans, Lines Of Credit
Education
University of Delaware
B.S.B.A., marketing
Wells Fargo March 2015 - Present
JPMorgan Chase July 2011 - March 2015
Sallie Mae January 2009 - July 2011
Wells Fargo June 2008 - December 2009
Skills
SAS, Risk Management, Financial Risk, Credit Risk, Credit, Credit Cards, Banking, Analytics, Data Analysis, Portfolio Management, Risk Analysis, Risk Analytics
Education
University of Delaware 2002 — 2004
M.S, MIS
Wells Fargo July 2015 - Present
Clayton Capital Partners May 2014 - July 2015
Flyer Angels August 2012 - May 2014
Epsilon Nu Tau Fraternity, Inc. 2012 - May 2014
Clayton Capital Partners May 2013 - August 2013
Flyer FOREX Fund August 2012 - August 2013
Epsilon Nu Tau Fraternity, Inc. January 2012 - May 2012
Supplies Network June 2011 - July 2011
Vector Marketing May 2010 - July 2010
Green Park Senior Living Community January 2010 - February 2010
Skills
Speaks persuasively and..., Ability to work..., Ability to quickly..., Database Management, Microsoft Office, Excel, Word, PowerPoint, Microsoft Excel, Accounting, Management, Entrepreneurship, Microsoft Word, Research, Investments, Leadership, Market Research, Financial Analysis, Time Management
Education
University of Dayton 2010 — 2014
Bachelor of Science, Business Administration; Entrepreneurship and Finance
St. Louis University High School 2006 — 2010
PNC Bank 2010 - Present
Wells Fargo 2001 - 2010
Education
University of Delaware
Bachelors, Finance
University of Delaware
JD, Law
Wells Fargo November 2013 - Present
International Valuation Group June 2011 - November 2013
Lender Processing Services, Inc. (LPS) August 2004 - June 2011
Washington Mutual May 1998 - June 2004
Skills
Real Estate Valuation..., Appraisal and Vendor..., Collateral Risk Analysis, Real Estate Market..., Mortgage Lending, Risk Management, Real Estate
Education
University of South Florida 1995 — 1998
Master of Accountancy, Accounting Information Systems
University of Dayton 1982 — 1986
Bachelor of Science, Management
Corporation Service Company July 2014 - Present
Corporation Service Company October 2010 - July 2014
Wells Fargo August 2007 - October 2010
84 Lumber January 2007 - July 2007
Skills
Customer Service, Microsoft Word, Microsoft Excel, Email, Organization &..., Multi Tasking, Employee Training, Time Management, Project Management, Outlook, Team Leadership
Education
Wesley College 2008 — 2010
Certificate, Accounting
University of Delaware 2002 — 2006
Bachelor of Arts (B.A.), English
Advisors Mortgage Group, LLC - NMLS #33041 June 2014 - Present
First American Title March 2014 - June 2014
Guaranteed Rate December 2012 - March 2014
Wells Fargo June 2010 - December 2012
The Title Company of Jersey June 2001 - June 2010
Skills
Mortgage Lending, Loans, Refinance, FHA, Escrow, Mortgage Banking, Residential Mortgages, Real Estate, Banking, Investment Properties, Marketing, VA Loans, FHA Financing, Residential Homes, First Time Home Buyers, Customer Service
Education
University of Delaware 1993 — 1998
Bachelor's degree
Caravel Academy August 2012 - Present
Barclaycard 2011 - 2012
Wells Fargo 2010 - 2011
American General Financial Ser 2007 - 2010
1614 Fitness 2005 - 2007
Education
University of Delaware 2002 — 2006
Bachelor of Science (B.S.), Wildlife and Wildlands Science and Management
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase March 2014 - October 2014
Wells Fargo September 2013 - February 2014
HSBC via KForce Staffing 2012 - 2013
University of St Andrews December 2011 - June 2012
American Honda Finance Corporation January 2011 - July 2011
University of Delaware 2009 - 2009
Skills
Due Diligence, Research, Event Planning, Policy, OFAC, International Law, Accounting, Banking, Risk Management, Analysis, Financial Risk, Corporate Finance, Data Analysis, Microsoft Office, Microsoft Excel, Financial Analysis, Teamwork
Education
University of St. Andrews 2011 — 2012
Master's of Letters, Medieval Literature
University of Delaware 2007 — 2010
Bachelor of Arts (BA), English Language and Literature, General ; Political Science
Charter School of Wilmington
Wells Fargo November 2010 - Present
Education
University of Delaware 1998 — 2002
Bachelor of Arts (B.A.)