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
Athens Interiors Market November 2014 - Present
Yogli Mogli March 2013 - Present
Protiviti July 2015 - July 2015
Wells Fargo February 2015 - February 2015
RaceTrac Petroleum November 2014 - November 2014
Introduction to Wall Street Deals February 2014 - April 2014
Skills
Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Customer Service, Research
Education
University of Georgia - Terry College of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General, 2nd Year
University of Nicosia 2015 — 2016
Alan C. Pope High School 2011 — 2013
High School Diploma
Oswego East High School 2009 — 2011
Wells Fargo March 2014 - Present
Wells Fargo May 2010 - March 2014
Skills
Credit, Banking, Loans, Consumer Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Loan Origination, Retail Banking, Small Business Lending, Financial Services
Education
University of Georgia - Terry College of Business 2009 — 2011
bachelor, Business Administration and Management, General
USAA November 2013 - Present
BankUnited February 2010 - November 2013
Wells Fargo 2006 - 2010
American Express 2004 - 2006
Skills
Loans, Consumer Lending, Small Business Lending, Credit, Mortgage Lending, Banking, Retail Banking, Commercial Banking, Commercial Lending, Mortgage Banking, Loan Origination, Credit Analysis, Cross Selling, Lines Of Credit, Branch Management
Education
College of Financial Planning
Certified Financial Planner, Business/Managerial Economics
University of Miami 2000 — 2003
Economics, Communications
University of Florida 2000 — 2001
Associates Degree, Communication and Media Studies
Matomy Media Group March 2014 - Present
The Flood Insurance Agency August 2013 - December 2013
Unforgettable Events January 2013 - August 2013
Sweetwater Branch Inn August 2012 - December 2012
Wells Fargo May 2012 - August 2012
Hampton Inn and Suites February 2012 - August 2012
Skills
OnQ, Event Planning, Wedding Coordinating, Hospitality Management, Meeting Planning, Corporate Events, Wedding Planning, Event Management, Weddings, Catering, Hospitality, Hotels, Hospitality Industry, Coordinating Events, Parties, Tourism, Hotel Management, Front Office, Customer Satisfaction, Social Networking, Sponsorship, Social Media Marketing
Education
University of Florida 2008 — 2013
Bachelor of Science in Recreation, Parks and Tourism, Specialization in Event and Hospitality Management
Wells Fargo April 2012 - Present
Consultant January 2009 - April 2012
Freeport-McMoRan Copper & Gold Inc. 2008 - 2008
Consultant 1999 - 2007
Skills
Talent Acquisition, Recruiting, Sourcing, Talent Management, Leadership, Vendor Management, HR Consulting, Strategic Planning, Project Planning, Financial Services, Project Management, Contract Recruitment, College Recruiting, Strategy, Program Management, Performance Management, Social Media, Diversity Champion, Community Outreach, Strategic Sourcing, Strategic Consulting, Diversity & Inclusion, Building Relationships, Strategic Partnerships, Presentation Development, Professional Mentoring, Employee Engagement, Leadership Development, Executive Search, Social Media Strategist, Training, Bilingual- Spanish, Veteran Hiring..., executive recruiting, STEM Recruiting
Education
University of Florida
Bachelors of Arts
Polk County School Board January 2014 - Present
SunTrust Bank August 2011 - November 2013
Wells Fargo 2007 - 2011
Enterprise Rent A Car September 2003 - August 2007
Skills
Customer Service, Sales, Sales Management, Team Building, Account Management, Cold Calling, Management, New Business Development, Customer Satisfaction, Marketing, Leadership, Customer Retention, Recruiting, Training, Team Leadership, Business Development
Education
University of Florida 2002 — 2003
Master's, Business Management
University of Florida 1996 — 2001
Bachelor's, Advertising
Wells Fargo Securities March 2015 - Present
Wells Fargo May 2013 - February 2015
Merrill Lynch May 2012 - August 2012
UF Marketing Research Department January 2011 - April 2012
Baydonhill FX July 2011 - August 2011
Pennington & Bailes September 2010 - May 2011
First Commercial Bank of Tampa Bay May 2010 - July 2010
Skills
Financial Analysis, Microsoft Office, Data Analysis, Market Research, Financial Modeling, Research, Valuation, Entrepreneurship, Microsoft Excel, Investments, Finance, Risk Management, Leadership
Education
University of Florida - Hough Graduate School of Business 2012 — 2013
Master of Arts (M.A.), International Business
University of Florida - Warrington College Of Business 2009 — 2012
Bachelor of Science in Business Administration, Finance
Wells Fargo May 2014 - Present
Deloitte August 2011 - May 2014
Deloitte Services LLP March 2008 - August 2011
Skills
Performance Improvement, Program Management, Organizational..., Business Process..., Change Management, Consulting, Organizational Design, Talent Management, Strategy, Executive Coaching, Business Transformation, Organizational..., Management Consulting, Business Strategy, Process Improvement, Project Management, Strategic Planning, Business Process
Education
University of Florida 2002 — 2006
Bachelor of Science (BS), Kinesiology and Exercise Science
Wells Fargo June 2015 - August 2015
Wells Fargo August 2013 - March 2015
Wells Fargo May 2013 - August 2013
Citi May 2011 - July 2011
Skills
Microsoft Specialist..., Interacting with People..., Social Networking, Social Skills, Organization, Team Leadership, Teamwork, Social Media, Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Time Management, Finance, Marketing
Education
University of Florida 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
TD December 2011 - Present
IronStone Bank May 2010 - December 2011
Bank of America June 2005 - May 2010
Wells Fargo 2003 - 2005
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit, Credit Analysis, Banking, SBA, Commercial Real Estate, Finance, Investment Properties, Financial Institutions, Commercial Mortgages, SBA 504, Loans
Education
University of Florida 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Wells Fargo April 2011 - Present
SunTrust Bank February 2003 - April 2011
BB&T January 2000 - January 2002
First Union National Bank January 1989 - January 2001
Skills
Commercial Lending, Commercial Banking, Loans, Lines Of Credit, Treasury Management, Mortgage Lending, Cash Management, Financial Analysis, Credit Risk, Foreign Exchange, Cash Flow Forecasting, Finance, Business Services, Banking, SBA, Credit, Mergers & Acquisitions, Small Business Lending, International Trade, Asset Based Lending, Credit Analysis
Education
University of Georgia - Terry College of Business 1984 — 1988
BBA, Marketing, Economics
Wells Fargo August 2014 - Present
Wells Fargo July 2013 - July 2014
Wells Fargo March 2013 - July 2013
Wells Fargo Bank August 2010 - March 2013
Marcus & Millichap May 2010 - August 2010
Morgan Stanley June 2008 - April 2009
Skills
Portfolio Management, Banking, Finance, Credit Analysis, Loans, Credit, Mortgage Lending, Underwriting
Education
University of Florida 2009 — 2010
MBA, Finance, Real Estate
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance
High School 2000 — 2004
Walt Disney World June 2015 - Present
Walt Disney World March 2014 - Present
Walt Disney World May 2013 - Present
SoftRock January 2013 - May 2013
Wells Fargo October 2011 - December 2012
Walt Disney World January 2011 - August 2011
Open Arms Child Development Center September 2008 - December 2010
Skills
Hospitality, Event Planning, Food & Beverage, Convention Services, Catering, Customer Service, Lesson Planning, Coordinating Events, Wedding Planning, Meeting Planning, Large Scale Events, Volunteering, Creative Writing, Microsoft Office, Public Speaking
Education
University of Florida 2008 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
College Academy at Broward College 2006 — 2008
Associate of Arts (A.A.) and High School Diploma, Business Administration and Management, General
MIDFLORIDA Credit Union June 2014 - Present
Florida Bank of Commerce January 2013 - February 2014
BB&T March 2011 - January 2013
Wells Fargo May 2005 - March 2011
Skills
Loans, Small Business Lending, Credit, Banking, Commercial Lending, Lines Of Credit, Treasury Services, Business Analysis, Wealth Management, Strategic Financial..., Relationship Management, Consumer Lending, Credit Risk, Credit Analysis, Retail Banking, Commercial Banking, Loan Origination, Commercial Mortgages
Education
University of Florida - Warrington College Of Business 1994 — 1998
MBA, BSBA, Finance, Real Estate
Berkeley Research Group October 2014 - Present
Wells Fargo April 2014 - October 2014
Capital One July 2013 - April 2014
Capital One July 2012 - July 2013
Capital One July 2011 - July 2012
Thermo Fisher Scientific May 2009 - August 2009
Skills
SAS, Business Objects, Unix, Data Analysis, Teradata, SQL, Business Analysis, VBA, Analysis, Access
Education
University of Florida 2007 — 2011
B.S., Nuclear Engineering
High School
High School
Wells Fargo July 2015 - Present
Ally Financial Inc. January 2015 - July 2015
Bank of America January 2010 - January 2015
Bank of America August 2007 - December 2009
Bank of America July 2005 - July 2007
Agdata May 2004 - July 2005
Acxiom November 2002 - May 2004
DME July 2002 - October 2002
Capital One August 2000 - March 2002
Skills
SAS, R, ALM, Econometrics, Funds Transfer Pricing, VBA, Statistical Modeling, Financial Modeling, Data Analysis, Data Mining, Fixed Income, Statistics, Portfolio Management, Bloomberg, Financial Analysis, Analytics, SQL, Quantitative Analytics, Quantitative Finance, Valuation
Education
University of North Carolina at Charlotte 2007 — 2010
MS, Mathematical Finance
University of Florida - Warrington College of Business Administration 1996 — 2000
BSBA, Decision and Information Sciences
Wells Fargo August 2014 - Present
Wells Fargo February 2011 - July 2014
Dumas Discount Furniture & Bedding August 2007 - January 2011
Skills
Customer Service, Sales, Sales Management, Strategic Planning, Budgets, Process Improvement, Team Leadership, Editing, Credit, Loans, Banking, Microsoft Excel, Microsoft Office, Management, Insurance, Advertising
Education
University of Florida - Warrington College Of Business 1998 — 2003
Bachelor of Science (B.S.), Finance, Mass Communications
Wells Fargo June 2013 - Present
Johnson and Johnson MD&D May 2012 - August 2012
Publix Super Markets May 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Teamwork, Financial Analysis, Customer Service, Financial Modeling, Data Analysis, Corporate Finance, Social Media, Valuation, Retail, Sales, Leadership Development, Event Planning, Leadership, Time Management, Access
Education
University of Florida - Warrington College Of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance
Univeristy Athletic Association, UF August 2011 - May 2013
Florida Cicerones January 2011 - May 2013
Impact Autism at the University of Florida August 2009 - May 2013
Wells Fargo May 2012 - August 2012
UM Center for Autism and Related Disabilities June 2010 - July 2011
Skills
Research, Public Speaking, Leadership, Data Analysis, Nonprofits, Microsoft Excel, Microsoft Office, PowerPoint, Psychology, Spanish, Editing, Social Media, Community Outreach, Fundraising, Microsoft Word, Event Planning, Customer Service, Facebook
Education
University of Florida 2009 — 2013
Bachelor of Science (B.S.), Neurobiology and Neurosciences
Miami Palmetto Senior High 2005 — 2009
Wells Fargo Home Mortgage August 2012 - Present
Wells Fargo Home Mortgage October 2010 - August 2012
Wells Fargo July 2008 - October 2010
Wells Fargo July 2007 - July 2008
Wells Fargo January 2006 - June 2007
Wells Fargo November 2003 - January 2005
Wells Fargo March 1993 - October 2003
Skills
Business Analysis, Strategic Planning, Strategy, Mortgage Lending, Loans, Relationship Management, Banking, Business Process..., Strategy Implementation, Change Management, Sales Operations, Requirements Management, Leadership, Finance, Process Improvement, Credit, Portfolio Management, Business Planning, Business Process, Risk Management, Management, Analysis, Business Strategy, Cross-functional Team..., Financial Services, Team Management, Team Building
Education
University of Florida - Warrington College of Business Administration 1988 — 1992
B.S., Finance
SolidFire February 2015 - Present
SolidFire, Inc. February 2014 - February 2015
Seamless Toy Company October 2013 - January 2014
Wells Fargo August 2012 - September 2013
Victoria's Secret May 2010 - August 2012
University Box Office October 2009 - August 2012
University of Florida January 2010 - May 2010
Education
University of Florida 2008 — 2012
Bachelors of Arts, Political Science
Wells Fargo April 2012 - Present
Wells Fargo Business Payroll Services December 2010 - April 2012
Partners in Community Supports August 2010 - December 2010
Pce Packaging August 2008 - April 2010
Eckerd Youth Alternatives 2005 - 2008
Eckerd Youth Alternatives October 2003 - October 2005
Skills
Community Outreach, Customer Service, Event Planning, Fundraising, Microsoft Excel, Microsoft Office, Non-profits, Nonprofits, PowerPoint, Program Development, Public Speaking, Risk Management, Data Analysis, Leadership, Training, Microsoft Word
Education
University of Florida - Warrington College Of Business 1999 — 2003
BA, Business Administration, Economics, Sociology
Wells Fargo August 2004 - Present
Wachovia Bank July 2004 - Present
Morgan Stanley November 2002 - August 2004
Saturn of Gainesville September 1995 - November 2002
Skills
Investments, Banking, Sales, Strategic Financial..., Loans, Mortgage Lending, Insurance, Finance, Team Building, Team Leadership, Mutual Funds, Customer Service, Series 7, Credit, Fixed Annuities, Financial Planning
Education
University of Florida - Warrington College Of Business 1980 — 1984
Bachelors, Business/Marketing
the Warrington School of Business at UF 1980 — 1984
Bachelor's Degree, Business
Wells Fargo June 2012 - Present
SunTrust Bank August 2007 - June 2012
SunTrust Bank August 2006 - August 2007
Skills
Commercial Mortgages, Loans, Finance, Customer Service, New Business Development, Commercial Lending, Small Business Lending, Lines Of Credit, Commercial Banking, Credit Analysis, Treasury Management
Education
University of Florida - Warrington College of Business Administration 2002 — 2006
B.S., Finance, Spanish
Wells Fargo September 2012 - Present
KIPP Impact Jacksonville June 2011 - July 2012
Southern Nash Middle School June 2007 - July 2010
Skills
Organization, Operational Efficiency, Microsoft Office, Team Management, Notary Public, Highly detail oriented
Education
University of Florida 2004 — 2007
Bachelor of Arts (B.A.), Criminology
FrankCrum July 2014 - Present
IRONMAN April 2013 - June 2014
Tech Data October 2010 - March 2013
Emory Healthcare May 2010 - August 2010
Ceto and Associates January 2008 - August 2008
Wells Fargo May 2006 - January 2008
Skills
Analysis, Business Process..., Sales, Financial Analysis, Forecasting, Leading Organizational..., Cross Functional Team..., Operational Planning, Negotiation, Strategic Planning, Budget, New Business Development, Strategy, Process Improvement, Change Management, Business Strategy
Education
University of Georgia - Terry College of Business 2008 — 2009
Master of Business Administration (MBA), Concentration: Strategic Planning
University of West Georgia 2001 — 2006
Bachelor of Business Administration (BBA), Major: Management, Minor: Finance
Retired Business Professional September 2013 - Present
Wells Fargo March 2012 - August 2013
Wells Fargo Home Mortgage August 2010 - May 2012
Primerica Financial Services March 2009 - August 2010
Crescent Mortgage July 2007 - January 2009
Security National Mortgage Company April 2001 - June 2007
SunTrust Bank of Central Florida June 1996 - July 1999
SunTrust Mortgage 1996 - 1999
Pinnacle Financial Corporation 1993 - 1996
Mortgage Bankers Association of Florida 1991 - 1992
Skills
Refinance, Mortgage Lending, Sales Management, Recruiting, Sales, Mortgage Banking, Account Management, Relationship Management, Loans, FHA, Loan Origination, Underwriting, Credit, Banking, Financial Risk, Retail, Training, VA loans, Residential Mortgages
Education
University of Florida 1967 — 1970
BSBA, Business/Management
Maynard Evans High School 1963 — 1965
Academic
Wells Fargo Financial January 2013 - Present
Wells Fargo January 2009 - December 2012
Wells Fargo June 2004 - December 2008
JPMorgan Chase June 2001 - June 2002
JPMorgan Chase June 1999 - June 2001
Skills
Loans, Portfolio Management, Credit, Underwriting, Real Estate, Real Estate Transactions, Cross Selling, REO, Commercial Real Estate, Credit Risk, Commercial Mortgages, Real Estate Financing, Risk Management, Financial Modeling, Credit Analysis, Commercial Banking, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Finance
University of Florida 1995 — 1999
BSBA, Finance
Wells Fargo March 2013 - Present
PNC March 2012 - March 2013
RBC Bank April 2007 - February 2012
SunTrust Bank January 1999 - March 2007
Skills
Treasury Management, Cash Management, Commercial Banking, Commercial Lending, Payments, Small Business Lending, Banking
Education
University of Florida 1994 — 1998
BS, Finance
Mandalay Communities Inc (dba Mandalay Homes) January 2015 - Present
Fidelity Bank July 2014 - January 2015
Sabal Financial Group LP June 2013 - July 2014
PNC September 2009 - May 2013
Wells Fargo October 2008 - August 2009
Countrywide Bank August 2007 - September 2008
Bank of America January 1999 - August 2007
Bank of Arizona December 1992 - January 1999
Barnett Bank of Jacksonville April 1990 - August 1992
Skills
Due Diligence, Loan Origination, Retail, Underwriting, Loans, Cash Flow, Real Estate Economics, Real Estate, Asset Managment, Commercial Lending, Real Estate Development, Financial Analysis
Education
University of Florida - Warrington College Of Business 1985 — 1988
BSBA, Finance
Wells Fargo June 2011 - Present
Wells Fargo Bank 2009 - 2011
Wachovia Bank 1999 - October 2009
Wachovia Bank March 1996 - June 1999
Bank One February 1990 - March 1996
Bright Banc January 1986 - February 1990
Dallas Federal Savings January 1981 - January 1986
Skills
Bill Payment, Internet Security, Internet Banking, Mobile Banking and Bill..., Payments, Strategic Planning, Electronic Payments, Process Improvement, Mobile Banking, Credit Cards, ACH, Banking, Product Management, Vendor Management, E-commerce, Financial Services, Retail Banking, Relationship Management, Business Analysis, Customer Experience, Risk Management, Mobile Payments, Analytics, Business Requirements, Debit Cards, Payment Systems, Portfolio Management, Analysis, Cross-functional Team..., Management, Call Centers, SDLC, Leadership, Cards, Program Management, Enterprise Software, Payment Card Processing, Mergers & Acquisitions
Education
University of Georgia - Terry College of Business 1975 — 1979
BBA, Banking and Finance
Streetlight August 2011 - Present
Office of the University of Florida Chief Information Officer September 2013 - December 2013
Alachua County Control Flu Program July 2013 - December 2013
Wells Fargo June 2013 - August 2013
Minority AIDS Program of Alachua County May 2012 - August 2013
HealthStreet May 2013 - July 2013
New Student and Family Programs, University of Florida October 2011 - August 2012
University of Florida, Residence Life and Education June 2011 - May 2012
Skills
Public Health, Customer Service, community outreach, Event Planning, Teamwork, Leadership, Public Speaking, Organization &..., Budget Setting, Community Outreach, Social Services
Education
University of Florida 2010 — 2014
Bachelor of Health Science, Pre-Public Health
International Honors Program
Health and Community: Globalization, Culture and Care
Wells Fargo August 2014 - Present
Wells Fargo December 2011 - August 2014
Wells Fargo July 2011 - December 2011
Wells Fargo October 2009 - July 2011
Wachovia, A Wells Fargo Company June 2007 - October 2009
Skills
Credit Analysis, Treasury Management, Commercial Lending
Education
University of Florida - Warrington College of Business Administration 2009 — 2010
MBA, Finance
University of Florida - Warrington College of Business Administration 2001 — 2005
Business Administration
Wells Fargo 2009 - Present
Wachovia Bank 2001 - 2009
Wachovia Bank 1993 - 2001
Office of Thrift Supervision 1986 - 1993
Skills
Financial Analysis, Business Analysis, Risk Management, Analysis, Portfolio Management, Strategy, Leadership, Mergers & Acquisitions, Management, Financial Risk, Credit, Investments, Valuation, Analytics, Credit Risk
Education
University of Florida - Warrington College of Business Administration 1981 — 1985
Bachelor, Finance
Wells Fargo June 2014 - Present
Wells Fargo August 2013 - June 2014
Wells Fargo May 2011 - August 2013
Wells Fargo & Company July 2009 - May 2011
Wachovia Corporation July 2008 - July 2009
Wachovia Corporation January 2008 - July 2008
Skills
Microsoft Office, Bloomberg, Trading System, Calpyso, Visual Basic Application, Discounted Cash Flow..., IRISweb, Hyperion Essbase &..., Spanklin, ITIMs, Teradata SQL Assistant, Financial Accounting..., Capital Markets, DCF, Essbase, Derivatives
Education
University of Florida - Warrington College Of Business 2010 — 2011
Master, Business Administration
St. Andrews Presbyterian College 2004 — 2007
Bachelor of Arts, Business Administration Finance and Management Concentrations
Wells Fargo Advisors March 2012 - June 2015
Wells Fargo October 2010 - March 2012
Wells Fargo January 2008 - October 2010
Aegis Lending Corporation January 2006 - January 2008
Skills
Financial Services, Cross-functional Team..., Portfolio Management, Investments, Business Strategy, Wealth Management, Management, Financial Advisory, Cross Selling, Credit, Diversity & Inclusion, FINRA, Financial Analysis, Business Analysis, Real Estate, Mortgage Lending, Loans, Finance, Real Estate Transactions, Microsoft Excel, Consultative Selling, Strategic Partnerships
Education
University of Florida - Warrington College of Business Administration
Master of Business Administration (M.B.A.), Competitive Strategy and Finance
University of South Florida
Bachelor’s Degree, Finance
Wells Fargo July 2015 - Present
Wells Fargo September 2013 - Present
Wells Fargo May 2011 - September 2013
TriMont Real Estate Advisors November 2009 - May 2011
The National Student Leadership Group August 2008 - June 2009
Wachovia Corporation June 2007 - August 2007
Cushman & Wakefield June 2006 - August 2006
Skills
Due Diligence, Risk Management, Financial Planning, Leadership, Real Estate Financing, Sales, Credit, Management, Asset Management, Financial Analysis, Customer Service, Microsoft Word, Mortgage Lending, Real Estate, Finance, Commercial Real Estate, Strategic Financial..., Strategic Planning, PowerPoint, Social Media
Education
University of Georgia - Terry College of Business
B.B.A., Real Estate, Spanish
Campus Explorer November 2013 - Present
Campus Explorer August 2009 - November 2013
Wells Fargo December 2004 - April 2009
Skills
Account Management, Business Development, Customer Service, Customer Retention, Salesforce.com
Education
University of Florida 1999 — 2002
Bachelor of Science, Education
Wells Fargo July 2014 - Present
Wells Fargo June 2013 - August 2013
BAE Systems August 2011 - June 2012
Merck January 2011 - August 2011
Bank of America June 2008 - December 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Corporate Finance and Real Estate
University of Georgia - Terry College of Business 2004 — 2008
BA, Finance, 3.8
Wells Fargo June 2015 - August 2015
Kerr & Downs Research December 2011 - June 2014
Holy Cross Hospital May 2011 - August 2011
Samuel P. Harn Museum of Art January 2010 - April 2010
Regan Communications 2009 - 2009
Education
University of Florida 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida 2007 — 2011
BS/BA, Public Relations, History
SunTrust July 2015 - Present
SunTrust May 2013 - Present
Wells Fargo September 2006 - May 2013
Lowe's Companies, Inc. May 2002 - August 2006
Circuit City November 1991 - May 2002
Skills
Consumer Lending, Investment Advisory, Retail Banking, College Funding..., Retirement Planning, Wealth Management, Holistic Financial..., Series 7, Series 63, Series 6
Education
University of Georgia - Terry College of Business 2013 — 2014
Certified Financial Planner
University of Tennessee-Knoxville 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
University of Florida May 2014 - Present
Wells Fargo May 2012 - August 2014
Skills
Microsoft Office, Public Speaking, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Event Planning, Social Media, Research, Teamwork, Finance, Corporate Finance, Accounting, Financial Modeling, Financial Analysis, Banking, Fundraising
Education
University of Florida 2011 — 2015
Telecommunications Management
Massachusetts Institute of Technology (MIT) October 2013 - Present
Windham Professionals July 2012 - September 2013
RideQuik Auto Sales November 2009 - April 2012
Wells Fargo July 2007 - July 2009
Skills
Finance, Customer Service, Management, Sales Process, Portfolio Management, CRM, Accounting, Team Leadership, Debt Management, Microsoft Excel, Leading Change, Learning Quickly, Teamwork, Business Process..., Reporting & Analysis
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
B.S.B.A, Finance
Wells Fargo Store ManagerWells FargoOctober 2012 - June 2014
Skills
Banking, Credit, Portfolio Management, Investments, Loans, Finance, Mortgage Lending, Financial Services, Relationship Management, Retail Banking, Management, Financial Analysis, Financial Planning
Education
University of Florida
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Wells Fargo April 2015 - Present
Study Edge January 2015 - April 2015
Petitt Worrell Craine Wolfe, LLC May 2014 - August 2014
JPMorgan Chase October 2011 - December 2013
Skills
Loans, Credit, Banking, Cross Selling, Cash Management, PowerPoint, Social Media, Leadership, Time Management
Education
University of Florida - Warrington College of Business Administration 2012 — 2016
Bachelor's Degree, Major: Marketing/Arabic, Minor: Entrepreneurship, Magna Cum Laud
University of Florida Department of Recreational Sports August 2015 - Present
Wells Fargo May 2015 - August 2015
University of Florida Department of Recreational Sports August 2014 - August 2015
University of Florida August 2014 - December 2014
UF East Asia Study Abroad Program May 2014 - June 2014
University of Florida January 2013 - January 2014
Skills
PowerPoint, Architectural Design, Photoshop, SketchUp, AutoCAD, Rhino, Maxwell Render, Illustrator, InDesign, Customer Service, Leadership, Planning, Communication, Urban Design, Rendering, Customer Service
Education
University of Florida 2015 — 2017
Master's degree, City/Urban, Community and Regional Planning
University of Florida 2011 — 2015
Bachelor's of Design, Architecture
JP Morgan Chase July 2010 - Present
Wells Fargo May 2009 - June 2010
Skills
Banking, Credit, Mortgage Lending, Series 63, Loans
Education
University of Florida 2004 — 2008
Simplified Style June 2013 - Present
Johnston Orthodontics May 2010 - Present
Newmark Grubb Knight Frank June 2015 - July 2015
Wells Fargo 2015 - 2015
francesca’s® April 2013 - July 2013
Taylor Johnston Designs May 2012 - December 2012
Skills
Finance, Social Media, Microsoft Office, Microsoft Word, Customer Service
Education
University of Georgia - Terry College of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.) Finance and B.B.A. Real Estate, 3rd Year
The Westminster Schools 2006 — 2013
High School
Deutsche Bank Securities September 2015 - Present
BNY Mellon August 2014 - August 2015
Wells Fargo April 2013 - July 2014
Summit Retail Solutions January 2013 - April 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Teamwork, Research, Microsoft Word, PowerPoint, Negotiation, Shaw Computer System, Hogan Computer System, ECAR Computer System, Work Ethic, Close Attention to..., Fast-paced, Adaptability, Dependable Team Player, GSP, TAS, DSE, Orion, Time Management, Management, Finance, Sales
Education
University of Florida 2008 — 2012
Bachelor's Degree, Finance
That One Spot Eatery LLC December 2012 - Present
Target March 2014 - August 2015
Target August 2012 - March 2014
Wells Fargo May 2011 - August 2011
Impress Ink May 2010 - August 2010
Skills
Distribution Center..., Supply Chain Management, Cross-functional Team..., Process Improvement, Best Practices, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Forecasting, Inventory Control, Operations Management
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science (BS), Finance
Atlanta Fine Homes Sotheby's International Realty 2014 - Present
Deloitte 2010 - 2014
Wells Fargo 2006 - 2010
Bank of America 2001 - 2006
Skills
Due Diligence, Credit, Portfolio Management, Loans, Credit Risk, Finance, Valuation, Financial Risk, Strategy, Risk Management, Analysis, Auditing, Underwriting, Financial Structuring, Financial Modeling, Cash Flow, Corporate Real Estate, Real Estate Transactions, Management, Real Estate
Education
University of Georgia - Terry College of Business 1997 — 2001
BBA, Real Estate
PwC November 2014 - Present
Wells Fargo March 2013 - October 2014
BNY Mellon May 2011 - March 2013
First Professional Insurance Company March 2010 - April 2011
Education
University of Florida 2014 — 2015
Master of Business Administration (M.B.A.)
University of North Florida 2006 — 2011
Finance, Economics
Wells Fargo 2013 - Present
Business Valuation, Inc. 2012 - 2013
Deutsche Bank 2008 - 2012
American Home Bank 2001 - 2008
Skills
Microsoft Excel, Loan iq, Microsoft Word, Customer Service, Loan Servicing, Underwriting, Valuation, Financial Modeling, Lean Thinking, Process Improvement, Training, Offshore Outsourcing, Loans
Education
University of Florida 2007 — 2008
Master of Business Administration (MBA)
University of North Florida 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Wells Fargo January 2014 - Present
United Way Worldwide June 2008 - November 2012
United Way of America June 2008 - November 2011
Husk Jennings Galloway + Partners March 1995 - July 2006
Public Relations Society of America 2004 - 2004
AT&T American Transtech 1987 - 1995
Caraway Kemp Communications 1984 - 1987
Young & Rubicam Zemp 1983 - 1984
Skills
Marketing Communications, Reputation Management, Crisis Communications, Speech Writing, Internal Communications, Media Relations, Leadership, Strategic Communications, Public Relations, Corporate Communications, Nonprofits, Press Releases, Social Media, Program Management, Community Development, Management, Fundraising, Strategy, Message Development, Integrated Marketing, Newsletters, Corporate Social..., Communications Planning, Copywriting, Crisis Management, Spokesperson, Sponsorship, Public Affairs, Communication Training, Publicity, Brand Management, Blogging, AP Style, Event Planning, Event Management, Philanthropy, Social Media Marketing
Education
University of Florida 1981 — 1983
Master's Degree, Public Relations
University of Florida 1979 — 1981
Bachelor's Degree, Journalism and Communications
TIAA-CREF September 2014 - Present
TIAA-CREF May 2012 - September 2014
Bank of America November 2010 - May 2012
Bank of America August 2010 - December 2010
Wells Fargo June 2009 - August 2010
Wachovia December 2006 - November 2008
Wachovia Bank April 2004 - December 2006
Bank of America March 2000 - April 2004
Wells Fargo (First Union National Bank) March 1998 - April 2000
Skills
Project Management, Program Management, Systems Analysis, Portfolio Management, Product Management, Workshop Facilitation, Quality Assurance, Analysis, Business Strategy, Software Documentation, E-commerce, Integration, Business Analysis, Change Management, Management, Business Process..., Disaster Recovery, Six Sigma, Business Intelligence, CRM, Leadership, PMO, Testing, Training, SDLC, Building Relationships, Process Improvement, Governance, User Acceptance Testing
Education
University of Florida
BS
University of North Carolina at Charlotte 2008 — 2009
Continuing Education
Wells Fargo July 2014 - Present
Wells Real Estate Funds May 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Investments, Valuation, Portfolio Management, Corporate Finance, Asset Management, Finance, Mutual Funds, Strategic Financial..., Capital Markets, Securities, Financial Reporting, Equities, Accounting, Due Diligence, Banking, Wealth Management, Credit Analysis, Risk Management, Private Equity, Hedge Funds
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Ally Financial Inc. 2015 - Present
Ally Financial Inc. December 2012 - March 2015
Wells Fargo August 2010 - July 2012
Wells Fargo August 2010 - July 2012
Apex Systems October 2009 - August 2010
Terry College - Music Business May 2008 - August 2009
Education
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Mangagement Information Systems
Neusoft Institute of Information Dalian, China 2008 — 2008
Globalization and Information Technology
Vida Hospitality October 2014 - Present
Vida Hospitality August 2014 - October 2014
Wells Fargo July 2013 - April 2014
Firestone Complete Auto Care February 2012 - February 2013
Wells Fargo Advisors July 2011 - July 2011
Old Cutler Presbyterian Church May 2009 - August 2009
Skills
Retail, Microsoft Excel, Microsoft Word, PowerPoint, Visual Merchandising, Inventory Management, Time Management, Forecasting, Outlook, Event Planning, Teamwork
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor's degree, Finance, General
U.S. Army Reserve June 2014 - Present
TASC, Inc. January 2014 - Present
US Army May 2012 - December 2013
Bolles REO Services November 2010 - May 2012
U.S. Army Reserve October 2010 - May 2012
US Army March 2009 - April 2010
Ace Boat Lifts April 2008 - March 2009
Wells Fargo March 2005 - April 2008
Procter & Gamble Pharmaceuticals June 2003 - March 2005
US Army October 2000 - May 2003
Skills
Military, Intelligence Analysis, Intelligence, Physical Security, Command, Security, Operations Management, Training, Team Building, Microsoft Office, Sales Management, Recruiting, Employee Relations, Security Clearance, Imagery, Leadership, Project Management, Talent Management, Employ, Management, Army, Program Management, DoD, Strategic Planning, Military Operations, Military Experience
Education
U. S. Army War College 2015 — 2017
Master of Science (M.S.), Strategic Studies
Villanova University 2011 — 2012
Master of Science (MS), Human Resources Development
University of Florida - Warrington College of Business Administration 1988 — 1992
BSBA, Business Administration; Human Resource Management
Wells Fargo Home Mortgage October 2012 - Present
Wells Fargo March 2010 - October 2012
California Closets October 2002 - March 2010
Skills
Loans, Refinance, FHA, Credit, Residential Mortgages, VA loans, Credit Analysis, FHA financing, Banking, Consumer Lending, Government Loans
Education
University of Florida 1993 — 1997
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Fletcher High School, Neptune Beach, FL 1989 — 1993
High School Diploma
NASA - National Aeronautics and Space Administration June 2015 - August 2015
Lionbridge September 2013 - May 2015
Clark University June 2014 - August 2014
University of Florida Bob Graham Center for Public Service May 2014 - July 2014
University of Northern Iowa May 2013 - July 2013
Wells Fargo February 2013 - May 2013
Sarasota County Government February 2013 - May 2013
Skills
ENVI, ERDAS Imagine, ArcGIS, SPSS, Microsoft Word, PowerPoint, Writing, Text Editing, Remote Sensing, Hyperspectral Imaging, English, Research, Geography, GIS, Editing, Social Media, Microsoft Excel, Data Analysis, Public Speaking
Education
University of Oxford 2015 — 2016
Master’s Degree, Nature, Society, and Environmental Governance
University of Florida 2010 — 2015
Bachelor’s Degree, Geography and English, 4th year
Wells Fargo July 2013 - Present
Wells Fargo March 2013 - July 2013
Wells Fargo December 2010 - March 2013
UBS Financial July 2007 - April 2009
Skills
Credit, Credit Analysis, Loans, Banking, Credit Risk, Commercial Lending, Portfolio Management, Commercial Banking, Financial Analysis, Underwriting, Small Business Lending, Financial Modeling, Loan Origination, Risk Management, Treasury Management, Finance, Management, Analysis, Investments, Financial Risk, Relationship Management, Financial Structuring, Microsoft Excel
Education
University of Florida 2009 — 2010
Master of Business Administration (MBA), Finance, Marketing, Competitive Strategies, and Entrepreneurship, 3.73
University of Florida 2003 — 2007
Bachelor's degree, Finance, General, 3.93
Paris Research Center 2005 — 2005
French Studies, 4.0
Fifth Third Bank November 2004 - Present
American Express September 2003 - November 2004
Wells Fargo March 2003 - November 2004
Skills
Banking, Risk Management, Credit Cards, Portfolio Management, Financial Services, Credit, Process Improvement, Business Analysis, Relationship Management, Loans, Mainframe, SAS Programming, PHP Applications, JavaScript, MySQL, VBScript
Education
University of Florida - Warrington College of Business Administration 1994 — 1996
Wells Fargo December 2011 - Present
Wachovia January 1995 - Present
Education
University of Florida 1988 — 1992
Wells Fargo 2004 - Present
Wachovia National Bank November 1984 - Present
United Energy Resources August 1979 - November 1984
United Gas Pipeline Co 1979 - 1984
Education
University of Florida 1975 — 1979
Wells Fargo March 2011 - Present
Wells Fargo January 2009 - February 2011
Wachovia, A Wells Fargo Company June 2003 - December 2008
Skills
SAS, Consumer Lending, Credit Risk, Credit, Financial Risk, Analytics, Banking, Commercial Lending, Credit Analysis, Financial Analysis, Financial Modeling, Loans, Mortgage Lending, Portfolio Management, Risk Management
Education
University of Florida 2002 — 2003
Masters of Science, Decision Information Sciences
University of Florida 1998 — 2002
BS, Decision Information Sciences
Wells Fargo January 2010 - Present
Education
University of Florida 1992 — 1994
MS, Computer Sciences
Wuhan University 1982 — 1989
MS, Information Technology
TechStorm September 2015 - Present
GPW Financial June 2008 - Present
Payscape Advisors June 2014 - June 2015
Uplink/GPSI March 2007 - November 2008
Wells Fargo August 2002 - June 2007
Data Transit June 1999 - November 2002
Megabyte International Corp June 1993 - June 1999
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, FHA, Banking, Refinance, Credit, FHA financing, Real Estate, Residential Mortgages, Credit Analysis, VA loans, Sales Management, Underwriting, Technology Sales, Could based Saas...
Education
Valdosta State University 1988 — 1991
B..A., Business/Marketing
University of Florida 1985 — 1987
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
Wells Fargo 2015 - Present
JPMorgan Chase 2013 - 2015
NFJ 2009 - 2010
USAA 2005 - 2009
Marsico Capital Management 2002 - 2004
Mellon Capital Management 2000 - 2002
Charles Schwab Investment Management Corp. 1997 - 2000
AT&T 1990 - 1994
Education
University of Florida - Fredric G. Levin College of Law 1994 — 1997
JD, with honors, Corporate Law
Wells Fargo November 2014 - Present
Wells Fargo January 2012 - Present
Wells Fargo Bank November 2008 - January 2012
Wachovia Bank, N.A. August 2007 - October 2008
Clobus, McLemore & Duke, Inc. August 2000 - July 2007
Skills
Valuation, Real Estate, Loans, Portfolio Management, Commercial Real Estate, Underwriting, Loan Origination, Commercial Lending, Negotiation, Appraisals, Restructuring, Real Estate Economics, Asset Managment, Credit, Credit Analysis, Analysis
Education
University of Florida - Warrington College of Business Administration 1999 — 2000
Masters, Real Estate
University of Florida - Warrington College of Business Administration 1995 — 1999
Bachelor, Business Administration
St Thomas Aquinas
Wells Fargo June 2004 - Present
Hewitt 1998 - 2004
NORTHERN TRUST RETIREMENT CONSULTING 1998 - 2003
Skills
Defined Benefit, 401k, Series 6, Series 63, Pensions, Retirement Planning, Financial Services, Asset Allocation, Investments, Portfolio Management, Series 7, FINRA, Uniform Combined State..., Securities, Series 65, Fixed Annuities
Education
University of Florida - Warrington College Of Business 1993 — 1995
Finance, General
University of Florida 1990 — 1995
BS, Finance, Management and Minor in Economics
Wells Fargo Home Mortgage January 2010 - Present
Wells Fargo January 2002 - January 2010
Skills
Mortgage Underwriting, Business Rules, Business Requirements, Credit Risk, Mortgage Lending, Credit, Business Analysis, Loan Origination, Banking, Loans, Residential Mortgages, Risk Management, Financial Services, Credit Analysis, Mortgage Banking
Education
University of Florida 1982 — 1987
Wells Fargo Bank 2006 - Present
Wells Fargo July 2004 - November 2006
Bank of America 2002 - 2004
Bank of America 1997 - 2002
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Banking, Wealth Management, Mortgage Banking, Financial Analysis, Retail Banking, Underwriting, Relationship Management, FHA, Private Banking, Cross Selling, Investments
Education
University of Florida - Warrington College Of Business 1993 — 1997
Bachelor of Applied Science (BASc), Finance and Financial Management Services
Northwestern Mutual January 2014 - Present
Wells Fargo Merchant Services November 2012 - December 2013
Wells Fargo July 2009 - November 2012
RBC Bank August 2006 - July 2009
AmSouth Bank June 2005 - July 2006
Bank of America August 1998 - June 2005
Education
University of Florida - Warrington College of Business Administration
Bachelor of Science in Business Administration
Lending Club February 2015 - Present
Lending Club July 2013 - February 2015
Credit Suisse October 2009 - July 2013
Wells Fargo June 2006 - October 2009
Wells Fargo June 2005 - June 2006
Merrill Lynch May 2004 - September 2004
Skills
Financial Analysis, Financial Modeling, Corporate FP&A, SEC Financial Reporting, Sarbanes-Oxley, Fixed Income, Capital Markets, Treasury Management, Process Improvement, Internal Controls, Valuation, Derivatives, Investment Banking, Sarbanes-Oxley Act
Education
University of Florida - Warrington College Of Business
B.S, Finance
HVAC Recruiters, Inc May 2012 - Present
Cookbook Digest 2006 - Present
Wells Fargo July 2012 - February 2014
Talbots September 2008 - March 2012
Talbots June 2003 - September 2008
Talbots September 1997 - May 2003
The Sport Shoe 1996 - 1997
Meridian Behavioral Healthcare 1994 - 1996
Skills
Visual Merchandising, Apparel, Store Management, Merchandising, Inventory Control, Fashion, Retail Sales, Planograms, Retail, Customer Service, Inventory Management, Store Operations, Sales, Hiring, Loss Prevention, Management, Marketing, Recruiting
Education
University of Florida 1990 — 1994
BA, Sociology and Criminal Justice
Wells Fargo September 2015 - Present
Wells Fargo 2012 - September 2015
Wells Fargo 2010 - 2012
Wells Fargo 2008 - 2010
Wells Fargo 2006 - 2008
Skills
Financial Modeling, Strategy, Consultative Selling, Commercial Banking, Business Strategy, Strategic Consulting, Strategic Planning, Business Development, Corporate Finance, Banking, Financial Analysis, Microsoft Office, Risk Management, Business Analysis, Portfolio Management, Relationship Management, Finance, Analysis, PowerPoint, Microsoft Excel
Education
University of Florida 2002 — 2006
Bachelor of Arts (B.A.), Economics
University of Florida 2002 — 2006
Bachelor of Science (B.S.), Finance
Citi June 2014 - Present
Wells Fargo July 2012 - June 2014
Wells Fargo July 2010 - July 2012
Citibank April 2009 - July 2010
Citibank February 2007 - April 2009
The Coca-Cola Company May 2005 - July 2005
Skills
Bilingual-Spanish, Coaching, Credit, Banking, Retail Banking, Loans, Risk Management, Credit Analysis, Wealth Management, Commercial Banking, Relationship Management, Investments, Mortgage Lending, Series 66, Series 7, Bilingual-English/Spanis..., Credit Risk, Credit Cards, Fundraising, Charity Work, Advocacy, Lines Of Credit, Insurance
Education
University of Georgia - Terry College of Business
BBA, International Business, Marketing, Spanish
Freedom Financial Capital, LLC September 2012 - Present
CAR Financial Services 2004 - 2005
Wells Fargo June 1995 - 2004
Skills
Banking, Credit, Mortgage Lending, Portfolio Management, Loans, Finance, Financial Services, Insurance, Process Improvement, Loan Origination, Business Analysis, Credit Analysis, Customer Service, Consumer Lending, Financial Reporting, Call Centers, Credit Risk, Relationship Management
Education
University of Florida 1988 — 1991
Bachelor of Science (B.S.), Advertising
TD November 2012 - Present
TD June 2010 - November 2012
TD June 2007 - June 2010
Wells Fargo 2004 - 2007
Skills
Retail Banking, Commercial Banking, Credit Analysis, Performance Management, Financial Analysis, Portfolio Management, Cross Selling, Financial Services, Coaching, Underwriting, KYC, Branch Management, Sales, Training, Project Management, Treasury Management, Finance, Management, Credit, Cash Management, Mortgage Lending, Banking, Credit Risk, Commercial Mortgages, Lines Of Credit, Loans, Loan Origination, Commercial Lending
Education
Nova Southeastern University - H. Wayne Huizenga School of Business 2002 — 2004
MBA, Finance & Management
University of Florida - Warrington College of Business Administration 1997 — 2001
BA, Business Administration
Glades Central Community High School 1994 — 1997
SVB Financial Group January 2012 - Present
East West Bank September 2010 - December 2011
Union Bank July 2008 - September 2010
Wells Fargo September 2003 - September 2007
Skills
Treasury Management, Cash Management, Portfolio Management, Banking, Fluent in Mandarin, Risk Management, Payments, Relationship Management, Treasury Services, Commercial Banking, Business Development
Education
University of Florida - Warrington College Of Business
Business Management, Education
Wells Fargo January 2015 - Present
Piedmont Natural Gas February 2014 - January 2015
Piedmont Natural Gas September 2011 - January 2014
Perficient April 2011 - September 2011
Exervio Management Consulting April 2010 - March 2011
USC Consulting Group April 2008 - April 2010
USC Consulting Group September 2006 - April 2008
Pittsburgh Public Schools June 2003 - May 2005
Skills
Lean Manufacturing, Budgeting, Continuous Improvement, Energy, Smart Grid, Process Improvement, Change Management, Business Analysis, Management Consulting, Business Process..., Visio, Excel, Data Analysis, Problem Solving, Six Sigma, Budgets, PMP, Leadership, Consulting, Microsoft Excel, FMEA, Key Performance..., Project Management, PowerPoint, Poka Yoke, Kaizen, Natural Gas, Management, Business Process, Strategy
Education
University of Georgia - Terry College of Business 2005 — 2006
Master of Business Administration (MBA), Finance, Risk Management, and Consulting
University of Pittsburgh 1999 — 2003
Bachelor of Science; BSBA, Business Administration; Finance
Wells Fargo August 2011 - Present
SunTrust Bank May 2005 - August 2011
Jabil May 2004 - August 2004
Jabil May 2003 - August 2003
Skills
Financial Analysis, Financial Modeling, Finance, Portfolio Management, Corporate Finance, Valuation, Risk Management, Forecasting, Process Improvement, Accounting, Financial Reporting, Credit, Capital Markets, Business Valuation, Auditing
Education
University of Florida - Warrington College Of Business 2009 — 2010
MBA, Management
University of Florida - Warrington College of Business Administration 2001 — 2005
BS, Finance
NC Department of Health and Human Services 2011 - Present
Wells Fargo 2007 - 2011
IBM October 1997 - September 2007
miscellaneous February 1990 - August 1997
Education
University of Florida
BS, Engineering, Applied Mathematics
Wells Fargo January 2013 - Present
Wells Fargo March 2007 - January 2013
Wachovia March 2007 - February 2011
Raymond James August 2003 - February 2007
Skills
Series 7, Bloomberg, Series 63, Fixed Income
Education
University of Florida 1999 — 2003
BS, Sports Management/Business Administration
Wells Fargo March 2013 - Present
Bank of America 1991 - 2013
Education
University of Florida 1987 — 1991
Finance
Wells Fargo April 2015 - Present
Wells Fargo May 2012 - April 2015
Wachovia, A Wells Fargo Company April 2009 - April 2012
Wachovia, A Wells Fargo Company February 2009 - March 2009
Wachovia, A Wells Fargo Company August 2008 - February 2009
Wachovia, A Wells Fargo Company February 2008 - July 2008
Wachovia, A Wells Fargo Company July 2007 - January 2008
Education
University of Florida - Warrington College Of Business 2003 — 2007
BSBA, Finance
Wells Fargo April 2015 - Present
Wells Fargo March 2014 - Present
Wells Fargo August 2013 - February 2014
PwC September 2012 - September 2013
WealthBuilders Financial Group, Inc. January 2010 - August 2012
Foelgner, Ronz & Straw, P.A. January 2008 - December 2009
Kroll June 2007 - January 2008
Skills
CPA, CISA, Accounting, IT Controls, Investments, Assurance, Financial Analysis, Auditing, Foreclosures, Internal Audit, Litigation Support, Financial Reporting, US GAAP, Tax, Sarbanes-Oxley Act, IT Audit, Internal Controls, Regulation AB, Forensic Accounting, SSAE 16, SOX 404, Finance, Sarbanes-Oxley, Enterprise Risk..., Financial Accounting, Business Valuation, GAAP, Banking, External Audit, Risk Management, Financial Risk
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
University of South Florida - College of Business Administration 2008 — 2011
Accounting
Technology Project Management, Inc. September 2013 - Present
Technology Project Management, Inc. January 2012 - August 2013
Wells Fargo 2009 - 2010
Wachovia Bank 1998 - 2002
First Union National Bank 1993 - 2000
Skills
Project Portfolio...
Education
University of Florida 1977 — 1981
Bachelor of Science, Economics
Wells Fargo July 2002 - July 2010
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Credit, Banking, Credit Analysis, Relationship Management, Treasury Management, Underwriting, Financial Analysis, Pension Administration, Customer Service, Nonprofits, Management, Cash Management, Mortgage Lending, Loans, Lines Of Credit, SBA, Asset Based Lending, Commercial Mortgages, Consumer Lending, Loan Origination
Education
University of Florida - Warrington College Of Business
Master of Business Administration (MBA)
Vanderbilt University
Bachelor of Arts (B.A.)
Allen Tate Realtors April 2010 - Present
Allen Tate Realty 2010 - Present
RMIC March 2008 - December 2009
Wells Fargo May 2006 - October 2006
HomeSide Lending May 1999 - October 2001
Education
University of Florida
BA, Communications
Poe Center for Business Ethics at the University of Florida April 2014 - June 2015
University of Florida August 2013 - May 2015
Wells Fargo June 2014 - August 2014
Teach for America June 2010 - June 2013
Office of Governor Arnold Schwarzenegger January 2010 - May 2010
University of Southern California, Office of Residential Education August 2008 - May 2010
Skills
Policy Analysis, Research, Public Policy, Political Science, Data Analysis, Strategic Planning, Teaching Experience, Commercial Banking, Analysis, Program Management, Budgets, Event Planning, Finance, Financial Analysis, Fundraising, Leadership, Management, Microsoft Excel, Microsoft Office, PowerPoint, Project Management, Public Speaking, Social Media, Teaching
Education
University of Florida 2013 — 2015
Master of Business Administration (MBA), Finance and Global Management
University of Southern California 2006 — 2010
Bachelor of Science (B.S.), Public Policy, Management and Planning
Wells Fargo December 2013 - Present
Arizona Department of Education October 2012 - Present
Ensynch April 2011 - October 2012
Exigen Services May 2009 - April 2011
Network Infrastructure Corporation May 2007 - May 2008
Network Infrastructure Corporation November 2004 - May 2007
Skills
MS Project, SharePoint, Process Improvement, Software Documentation, CRM, Visio, Scrum, SDLC, Management, Disaster Recovery, Software Project..., IT Service Management, Project Planning, PMO, Budgets, Vendor Management, Integration, Project Management, Training, Salesforce.com, PMP, Active Directory, Program Management, SQL, Project Coordination, Project Portfolio..., IT Management, IT Strategy
Education
University of Florida 2001 — 2005
Wells Fargo July 2014 - Present
Wachovia 2007 - Present
Wells Fargo October 2010 - July 2014
Education
University of Florida - Warrington College of Business Administration 2006 — 2007
Masters of Science, Finance
United Acceptance, Inc. September 2008 - Present
CAR Financial Services May 2005 - September 2007
Wells Fargo March 1994 - May 2005
Skills
Loans, Sales, Finance, Credit, Sales Process, Sales Management, Marketing Strategy, Portfolio Management, Forecasting, Underwriting, Banking, Call Centers, Account Management, Credit Analysis, New Business Development, Negotiation, Mortgage Lending, Risk Management, Customer Satisfaction
Education
University of Florida 1987 — 1991
BS, Business Administration
University of Florida 1987 — 1991
BS, Business
Nexius October 2013 - Present
MasTec Network Solutions May 2012 - October 2013
MasTec Network Solutions January 2012 - May 2012
MasTec Network Solutions February 2011 - December 2011
Wells Fargo January 2011 - February 2011
Wachovia, A Wells Fargo Company 2006 - December 2010
University of Florida December 2004 - March 2006
University of Florida January 2004 - December 2004
Skills
Laboratory, Research
Education
University of Florida 2005 — 2005
Biological Engineering
University of Florida 2000 — 2004
Bachelor of Science, Biological Engineering
Citrix November 2011 - Present
Altisource Portfolio Solutions SA September 2010 - November 2011
The Kotter Group March 2008 - August 2010
Wachovia, A Wells Fargo Company June 2003 - February 2006
Wells Fargo June 2001 - June 2003
Skills
Windows Server, Troubleshooting, Citrix, XP, Technical Support, Data Center, Servers, Active Directory, Team Leadership, Help Desk Support, Windows, Software Installation, Hardware, Storage, Windows XP, VMware, Operating Systems, Virtualization
Education
University of Florida - Warrington College of Business Administration 1996 — 2000
BSBA, Business Administration and Sports Management
Wells Fargo June 2004 - Present
Skills
Financial Modeling, Banking, Strategic Planning, Business Strategy, Budgets, Loans, Financial Analysis, Team Leadership, Marketing Strategy, New Business Development, Credit, Mergers & Acquisitions, Strategy, Strategic Financial..., Microsoft Office, Portfolio Management, Leadership, Business Development, Process Improvement, Customer Service, Vendor Management, Negotiation, Sales Management, Public Speaking, Business Planning, Pricing, Forecasting, Relationship Management, Management, Cross-functional Team..., Commercial Lending, Competitive Analysis, Sales, Change Management
Education
University of Florida - Warrington College Of Business 2003 — 2004
Masters of Arts, International Business
University of Florida - Warrington College Of Business 1999 — 2003
BSBA, Finance
ACN January 2014 - Present
Wells Fargo March 2004 - December 2013
Chase June 2001 - February 2004
Skills
Microsoft Office, Statistical Modeling, Financial Reporting, Banking, Loans, Credit, Mortgage Lending, Finance, Financial Analysis, Loan Origination, Financial Services, Strategic Financial..., Risk Management, Credit Analysis, Credit Risk, Consumer Lending, Underwriting, Process Improvement, Client Relations Skills, Credit Rating, Database Design, Leadership, Management, Real Estate, Entrepreneurship
Education
University of Florida - Warrington College Of Business 1997 — 1999
Bachelor of Science, Major: Finance Minor: Economics
Miami-Dade College 1995 — 1997
Associate's Degree, Business Administration
Wells Fargo September 2014 - Present
Bank of the West - BNP Paribas August 2011 - June 2014
Union Bank, N.A. November 2010 - May 2011
Union Bank, N.A. May 2004 - November 2010
HighMark Capital Management (a subsidiary of Union Bank, N.A.) December 2003 - May 2004
BlackRock February 1999 - November 2003
Charles Schwab June 1998 - February 1999
Bank of America November 1993 - April 1998
Wells Fargo April 1988 - April 1993
Wells Fargo June 1987 - April 1988
Skills
Risk Management, Compliance Program..., Management Reporting, Effective Analyses of..., Practical Compliance..., Regulatory & Audit Exam..., Management, AML, Process Improvement, Investments, FINRA, Vendor Management, Financial Services, Finance, Internal Audit, Analysis, Portfolio Management, Internal Controls, Securities, Anti Money Laundering, Banking
Education
Mills College
B.A., Business and French
University of Geneva
The Nielsen Company January 2014 - Present
Nielsen July 2012 - December 2013
Warrington College of Business, University of Florida August 2011 - May 2012
Wells Fargo May 2011 - August 2011
Procter & Gamble May 2010 - August 2010
Richard Schwartz CPA May 2009 - August 2009
Skills
Leadership, Analysis, Business Planning, Finance, Accounting, Retail, QuickBooks, Databases, Financial Analysis, Financial Modeling, Economics, Corporate Finance, Valuation, Bloomberg, Portfolio Management, Strategic Financial..., Banking, Investments, Financial Reporting, Equity Research
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science, Business Administration; Economics
Wells Fargo December 2010 - Present
Wells Fargo December 2006 - December 2010
Skills
Community Development, Banking, Credit, Commercial Banking, Management, Cross Selling, Treasury Management, Portfolio Management, Sales Management, Relationship Management
Education
University of Florida - Warrington College Of Business 1998 — 2002
Business Administation
Quintiles (on Assignment for Takeda Pharmaceuticals) November 2014 - Present
Sandy Spring Bank January 2013 - November 2014
Wells Fargo April 2011 - December 2011
Dick's Sporting Goods October 2010 - April 2011
Dick's Sporting Goods October 2008 - October 2010
State Farm Insurance Agency May 2003 - October 2008
Skills
Account Management, Negotiation, New Business Development, Sales Management, Human Resources, Training, Problem Solving, Customer Service, Retail, Sales, Inventory Management, Direct Sales, Marketing, Inventory Control, Team Building, Loss Prevention, Sales Operations, Strategic Planning, Public Speaking, Time Management
Education
Towson University 2003 — 2006
Bachelor of Science, Business Management
University of Florida 1994 — 1996
Wells Fargo May 2014 - Present
Education
University of Florida 2009 — 2013
Wells Fargo June 2014 - Present
SunTrust Bank May 2013 - June 2014
Skills
Banking, Credit, Loans, Retail Banking, Customer Service
Education
University of Florida 2009 — 2011
Bachelor of Arts (B.A.), History
University of Florida 2009 — 2011
Bachelor’s Degree, Hisotry, Graduated
Wells Fargo July 2014 - Present
J.P. Morgan September 2010 - July 2014
Education
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Management and Marketing
University of Florida