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.
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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
Employee
Years
Job
Industry
Joe Rapoza Joe Rapoza's Wells Fargo Experience February 2014 - Present
Job Senior Interaction Designer at Wells Fargo
Industry Internet
Experience
Wells Fargo February 2014 - Present
Public Library of Science October 2013 - January 2014
Wells Fargo January 2013 - October 2013
Monsoon Commerce June 2009 - November 2012
StubHub 2008 - 2009
Washington Mutual July 2006 - October 2008
Wells Fargo 2000 - 2006
Wells Fargo 2000 - 2006
Wells Fargo Bank 2000 - 2006
Wells Fargo Bank 1999 - 2005
Skills
User Experience, User-centered Design, Information Architecture, Interaction Design, Usability Testing, User Interface Design, Heuristic Evaluation, User Research, Wireframes, User Interface, Persona, Visual Design, User Experience Design, OmniGraffle, Usability, E-commerce, Accessibility, Information Design, Usability Engineering, Mobile Applications, Adobe Fireworks, Dreamweaver, SEO, Site Maps, PHP, Wire Framing, Experience Design, Mobile Design, Rapid Prototyping, Web Applications, Card Sorting, Mockups, Paper Prototyping, User Scenarios, Front-end, Content Strategy, Graphic Design, Web Project Management, Human Computer...
Education
University of Hawaii at Manoa 1987 — 1993
BA in English, Postmodern literature and cinematography
Wells Fargo February 2014 - Present
Public Library of Science October 2013 - January 2014
Wells Fargo January 2013 - October 2013
Monsoon Commerce June 2009 - November 2012
StubHub 2008 - 2009
Washington Mutual July 2006 - October 2008
Wells Fargo 2000 - 2006
Wells Fargo 2000 - 2006
Wells Fargo Bank 2000 - 2006
Wells Fargo Bank 1999 - 2005
Skills
User Experience, User-centered Design, Information Architecture, Interaction Design, Usability Testing, User Interface Design, Heuristic Evaluation, User Research, Wireframes, User Interface, Persona, Visual Design, User Experience Design, OmniGraffle, Usability, E-commerce, Accessibility, Information Design, Usability Engineering, Mobile Applications, Adobe Fireworks, Dreamweaver, SEO, Site Maps, PHP, Wire Framing, Experience Design, Mobile Design, Rapid Prototyping, Web Applications, Card Sorting, Mockups, Paper Prototyping, User Scenarios, Front-end, Content Strategy, Graphic Design, Web Project Management, Human Computer...
Education
University of Hawaii at Manoa 1987 — 1993
BA in English, Postmodern literature and cinematography
Mark Crites Jr. Mark Crites Jr.'s Wells Fargo Experience May 2011 - August 2011
Job Associate at MSouth Equity Partners
Industry Venture Capital & Private Equity
Experience
MSouth Equity Partners July 2015 - Present
Raymond James Financial Inc. July 2012 - June 2015
Wells Fargo May 2011 - August 2011
Cain Watters & Associates May 2009 - July 2009
Crites Insurance Group May 2005 - August 2008
Skills
Mergers & Acquisitions, Finance, Competitive Analysis, Microsoft Office, Financial Analysis, Microsoft Excel, Financial Modeling, Investments, Valuation, Corporate Finance, Social Media
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration, Banking and Finance & Risk Management and Insurance
MSouth Equity Partners July 2015 - Present
Raymond James Financial Inc. July 2012 - June 2015
Wells Fargo May 2011 - August 2011
Cain Watters & Associates May 2009 - July 2009
Crites Insurance Group May 2005 - August 2008
Skills
Mergers & Acquisitions, Finance, Competitive Analysis, Microsoft Office, Financial Analysis, Microsoft Excel, Financial Modeling, Investments, Valuation, Corporate Finance, Social Media
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration, Banking and Finance & Risk Management and Insurance
Christopher Bachman's Wells Fargo Experience March 2014 - March 2015
Job MLO at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank September 2015 - Present
Movement Mortgage, LLC March 2015 - July 2015
Wells Fargo March 2014 - March 2015
Chase July 2007 - January 2014
LSI MORTGAGE PLUS April 2005 - June 2007
SunTrust Bank June 2004 - April 2005
Skills
Residential Homes, First Time Home Buyers, New Home Sales, Refinance, New Home Purchase, Purchase Financing, Private Banking, Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Underwriting, Jumbo Mortgage, Mortgage Marketing, Affordable Housing, Fair Housing, Vacation Homes, Vacation Rental, Real Estate Economics, Real Estate Transactions, Real Estate, Certified Mortgage..., Home Builders, Assisting First Time..., New Home Building, Beach Homes, USDA Rural Housing, Real Estate Lending, FHA, Credit, Loan Origination, Loans, Finance
Education
University of Kentucky 2014 — 2015
Master of Business Administration (M.B.A.), UK/UofL Executive MBA
University of Louisville 2014 — 2015
Master of Business Administration (M.B.A.), UK/UofL Executive MBA
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, 3.2 Overall GPA
Fifth Third Bank September 2015 - Present
Movement Mortgage, LLC March 2015 - July 2015
Wells Fargo March 2014 - March 2015
Chase July 2007 - January 2014
LSI MORTGAGE PLUS April 2005 - June 2007
SunTrust Bank June 2004 - April 2005
Skills
Residential Homes, First Time Home Buyers, New Home Sales, Refinance, New Home Purchase, Purchase Financing, Private Banking, Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Underwriting, Jumbo Mortgage, Mortgage Marketing, Affordable Housing, Fair Housing, Vacation Homes, Vacation Rental, Real Estate Economics, Real Estate Transactions, Real Estate, Certified Mortgage..., Home Builders, Assisting First Time..., New Home Building, Beach Homes, USDA Rural Housing, Real Estate Lending, FHA, Credit, Loan Origination, Loans, Finance
Education
University of Kentucky 2014 — 2015
Master of Business Administration (M.B.A.), UK/UofL Executive MBA
University of Louisville 2014 — 2015
Master of Business Administration (M.B.A.), UK/UofL Executive MBA
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, 3.2 Overall GPA
Irene Alemnju Irene Alemnju's Wells Fargo Experience May 2013 - Present
Job MBA Finance at University of Gloucestershire
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
Tesco PLC August 2011 - January 2013
CEPL LTD July 2009 - October 2009
Skills
Computer, interpersonal...
Education
University of Gloucestershire 2011 — 2012
MBA in Finance, MBA Degree
University of Buea-Cameroun 2007 — 2010
BSc, Accountancy, Second Class
REPACOL-Cameroun 2005 — 2007
Advance Levels, A'level Commercial studies
Wells Fargo May 2013 - Present
Tesco PLC August 2011 - January 2013
CEPL LTD July 2009 - October 2009
Skills
Computer, interpersonal...
Education
University of Gloucestershire 2011 — 2012
MBA in Finance, MBA Degree
University of Buea-Cameroun 2007 — 2010
BSc, Accountancy, Second Class
REPACOL-Cameroun 2005 — 2007
Advance Levels, A'level Commercial studies
Mariano Luga Mariano Luga's Wells Fargo Experience April 2010 - February 2012
Job
Industry Banking
Experience
Union Bank November 2013 - June 2014
Pacific Western Bank February 2012 - September 2013
Wells Fargo April 2010 - February 2012
Central Pacific Bank March 2007 - February 2010
Skills
Retail Banking, Supervisory Skills, Opening New Accounts, Sales Operations, Korean, Commercial Banking, Commercial Lending, Loans, Small Business Lending, Credit, Banking, Lines Of Credit, Consumer Lending, Credit Analysis, Portfolio Management, Financial Analysis, Risk Management, Microsoft Office, Customer Service
Education
University of Hawaii at Manoa
Korean Language and Literature
Yonsei University
Korean Language
Union Bank November 2013 - June 2014
Pacific Western Bank February 2012 - September 2013
Wells Fargo April 2010 - February 2012
Central Pacific Bank March 2007 - February 2010
Skills
Retail Banking, Supervisory Skills, Opening New Accounts, Sales Operations, Korean, Commercial Banking, Commercial Lending, Loans, Small Business Lending, Credit, Banking, Lines Of Credit, Consumer Lending, Credit Analysis, Portfolio Management, Financial Analysis, Risk Management, Microsoft Office, Customer Service
Education
University of Hawaii at Manoa
Korean Language and Literature
Yonsei University
Korean Language
Chloe Bartel Chloe Bartel's Wells Fargo Experience December 2012 - May 2013
Job Operations Manager at New Beginnings Educational Programs, Inc.
Industry Human Resources
Experience
New Beginnings Educational Programs, Inc. December 2014 - Present
Butte County Behavioral Health July 2014 - December 2014
Western Hybrid Seeds January 2014 - May 2014
Tri Counties Bank June 2013 - January 2014
Wells Fargo December 2012 - May 2013
Skills
Banking, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Office Administration, Invoicing, Social Networking, PowerPoint, Research, Teamwork, QuickBooks, HIPAA
Education
University of Great Falls 2014 — 2016
Master's Degree, Organization Management, In Progress
California State University-East Bay 2013 — 2014
Human Resources Certification
University of Great Falls 2009 — 2012
Bachelor of Arts (B.A.), Business Administration
New Beginnings Educational Programs, Inc. December 2014 - Present
Butte County Behavioral Health July 2014 - December 2014
Western Hybrid Seeds January 2014 - May 2014
Tri Counties Bank June 2013 - January 2014
Wells Fargo December 2012 - May 2013
Skills
Banking, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Office Administration, Invoicing, Social Networking, PowerPoint, Research, Teamwork, QuickBooks, HIPAA
Education
University of Great Falls 2014 — 2016
Master's Degree, Organization Management, In Progress
California State University-East Bay 2013 — 2014
Human Resources Certification
University of Great Falls 2009 — 2012
Bachelor of Arts (B.A.), Business Administration
Earl Solidum Earl Solidum's Wells Fargo Experience July 2005 - December 2007
Job Certified Personal Trainer at Island Club and Spa
Industry Health, Wellness and Fitness
Experience
Island Club and Spa March 2015 - Present
YMCA of Honolulu April 2012 - February 2015
YMCA of Honolulu June 2004 - April 2012
YMCA of Honolulu February 2002 - April 2012
Wells Fargo July 2005 - December 2007
Skills
Wellness, Nutritional Counseling, Public Speaking, Nutrition, Event Planning, Fundraising, Nonprofits, Customer Service, Functional Training, Program Development, Teaching, CPR Certified, Community Outreach, Social Media, Microsoft Office, Post Rehabilitation, Personal Training, Coaching, Sales, Social Networking
Education
University of Hawaii at Manoa
Bachelor of Science (BS), Kinesiology and Exercise Science
Island Club and Spa March 2015 - Present
YMCA of Honolulu April 2012 - February 2015
YMCA of Honolulu June 2004 - April 2012
YMCA of Honolulu February 2002 - April 2012
Wells Fargo July 2005 - December 2007
Skills
Wellness, Nutritional Counseling, Public Speaking, Nutrition, Event Planning, Fundraising, Nonprofits, Customer Service, Functional Training, Program Development, Teaching, CPR Certified, Community Outreach, Social Media, Microsoft Office, Post Rehabilitation, Personal Training, Coaching, Sales, Social Networking
Education
University of Hawaii at Manoa
Bachelor of Science (BS), Kinesiology and Exercise Science
Eric Perlas's Wells Fargo Experience 2013 - 2014
Job Assistant Registrar Normandale Community College
Industry Higher Education
Experience
Normandale Community College August 2015 - Present
Normandale Community College 2014 - Present
Wells Fargo 2013 - 2014
Skills
Time Management, Customer Service, Microsoft Office, PowerPoint, Research, Teamwork, Public Speaking, Event Management, Organizational..., Records Management, Crisis Communications, Leadership
Education
University of Minnesota
Bachelor of Science (BS), Organizational Communication, General
University of Ghana
Associate's degree, Records Management/Information Science
Normandale Community College August 2015 - Present
Normandale Community College 2014 - Present
Wells Fargo 2013 - 2014
Skills
Time Management, Customer Service, Microsoft Office, PowerPoint, Research, Teamwork, Public Speaking, Event Management, Organizational..., Records Management, Crisis Communications, Leadership
Education
University of Minnesota
Bachelor of Science (BS), Organizational Communication, General
University of Ghana
Associate's degree, Records Management/Information Science
Jane Murata Jane Murata's Wells Fargo Experience May 1994 - January 2010
Job Independent Financial Services Professional
Industry Financial Services
Experience
Wells Fargo May 1994 - January 2010
Skills
Loans, Mortgage Lending, Commercial Banking, Small Business Lending, Term Life Insurance, Credit Cards, Credit, Long-term Care, Customer Service, Banking, Small Business, Relationship Management, Call Centers, Consumer Lending, Financial Services, Investment Advisory, Investments, Commercial Lending, Insurance, Retirement, Fixed Annuities, Real Estate, Wealth Management, Long Term Care Insurance, Mortgage Banking, Refinance, Loan Origination, Disability Insurance, Cross Selling, Retirement Planning, Portfolio Management, Underwriting, Life Insurance, Credit Analysis, Retail Banking, Mergers & Acquisitions
Education
University of Hawaii at Manoa
Wells Fargo May 1994 - January 2010
Skills
Loans, Mortgage Lending, Commercial Banking, Small Business Lending, Term Life Insurance, Credit Cards, Credit, Long-term Care, Customer Service, Banking, Small Business, Relationship Management, Call Centers, Consumer Lending, Financial Services, Investment Advisory, Investments, Commercial Lending, Insurance, Retirement, Fixed Annuities, Real Estate, Wealth Management, Long Term Care Insurance, Mortgage Banking, Refinance, Loan Origination, Disability Insurance, Cross Selling, Retirement Planning, Portfolio Management, Underwriting, Life Insurance, Credit Analysis, Retail Banking, Mergers & Acquisitions
Education
University of Hawaii at Manoa
Chase Berrong's Wells Fargo Experience June 2011 - October 2011
Job Financial Analtst FP&A at The Home Depot
Industry Banking
Experience
The Home Depot May 2015 - Present
The Home Depot June 2014 - Present
Premier Atlanta Mortgage Company October 2011 - June 2014
Wells Fargo June 2011 - October 2011
Buckeye International March 2010 - June 2011
Home-Grown Industries of Ga, Inc. dba Mellow Mushroom December 2008 - March 2010
Skills
Financial Analysis, Finance, Loans, Microsoft Excel, Customer Service, Market Research, Cash Flow, Microsoft Office, Banking, Spanish
Education
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Universitat de València 2007 — 2007
Spanish Language
The Home Depot May 2015 - Present
The Home Depot June 2014 - Present
Premier Atlanta Mortgage Company October 2011 - June 2014
Wells Fargo June 2011 - October 2011
Buckeye International March 2010 - June 2011
Home-Grown Industries of Ga, Inc. dba Mellow Mushroom December 2008 - March 2010
Skills
Financial Analysis, Finance, Loans, Microsoft Excel, Customer Service, Market Research, Cash Flow, Microsoft Office, Banking, Spanish
Education
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Universitat de València 2007 — 2007
Spanish Language
Richard A Tonetti Richard A Tonetti's Wells Fargo Experience March 1997 - May 2004
Job Regional Vice President Trust Company of America
Industry Financial Services
Experience
Trust Company of America October 2012 - Present
U.S. Trust, Bank of America May 2004 - June 2012
Wells Fargo March 1997 - May 2004
Northern Trust November 1993 - March 1997
Skills
Superior Client Service, Client Retention..., Operating Budgets, Business Development, Business Planning, Business Process..., Driving Results, Value Propositions, key employee retention, achieving operational..., Cultural Awareness, Culture Change, Team Building, Matrix Management, Direct Sales, Investments, Wealth Management..., Banking, Coaching, Staff Retention, Client Services, Financial Services, Process Improvement, Portfolio Management, Loans, Credit, Team Leadership, Financial Advisory, Leadership
Education
University of Guelph 1983 — 1985
Bachelor's degree, Economics
Harlaxton College, Grantham England 1981 — 1981
Business/Commerce, General
Trust Company of America October 2012 - Present
U.S. Trust, Bank of America May 2004 - June 2012
Wells Fargo March 1997 - May 2004
Northern Trust November 1993 - March 1997
Skills
Superior Client Service, Client Retention..., Operating Budgets, Business Development, Business Planning, Business Process..., Driving Results, Value Propositions, key employee retention, achieving operational..., Cultural Awareness, Culture Change, Team Building, Matrix Management, Direct Sales, Investments, Wealth Management..., Banking, Coaching, Staff Retention, Client Services, Financial Services, Process Improvement, Portfolio Management, Loans, Credit, Team Leadership, Financial Advisory, Leadership
Education
University of Guelph 1983 — 1985
Bachelor's degree, Economics
Harlaxton College, Grantham England 1981 — 1981
Business/Commerce, General
Katrina Leano Katrina Leano's Wells Fargo Experience March 2012 - July 2012
Job Assistant Pattern Maker & Product Development Sample Coordinator at Cotton Generation Inc.
Industry Apparel & Fashion
Experience
Cotton Generation Inc. November 2012 - Present
Muchacha Inc. August 2012 - November 2012
Wells Fargo March 2012 - July 2012
Zara International Clothing Company July 2011 - March 2012
Sue Wong Fashion October 2011 - January 2012
Cameron Hawaii June 2011 - September 2011
Greylin February 2011 - May 2011
Enterprise Rent-A-Car EAN Holdings September 2009 - January 2011
Hawaii Mercantile LLC January 2009 - March 2009
American Eagle Outfitters July 2005 - December 2007
Skills
Customer Service, Customer Satisfaction, Sales, Retail, Inventory Management, Microsoft Office, Microsoft Excel, Merchandising, PowerPoint, Time Management, Microsoft Word, Creative Concept Design, Great communications..., Adobe Creative Suite, Market Research, Fashion, Visual Merchandising
Education
University of Hawaii at Manoa 2005 — 2009
BA, Apparel Product Design and Merchandising
Cotton Generation Inc. November 2012 - Present
Muchacha Inc. August 2012 - November 2012
Wells Fargo March 2012 - July 2012
Zara International Clothing Company July 2011 - March 2012
Sue Wong Fashion October 2011 - January 2012
Cameron Hawaii June 2011 - September 2011
Greylin February 2011 - May 2011
Enterprise Rent-A-Car EAN Holdings September 2009 - January 2011
Hawaii Mercantile LLC January 2009 - March 2009
American Eagle Outfitters July 2005 - December 2007
Skills
Customer Service, Customer Satisfaction, Sales, Retail, Inventory Management, Microsoft Office, Microsoft Excel, Merchandising, PowerPoint, Time Management, Microsoft Word, Creative Concept Design, Great communications..., Adobe Creative Suite, Market Research, Fashion, Visual Merchandising
Education
University of Hawaii at Manoa 2005 — 2009
BA, Apparel Product Design and Merchandising
Tyler Safford Tyler Safford's Wells Fargo Experience May 2008 - January 2009
Job Custom Window & Door Mfg.
Industry Building Materials
Experience
Parrett Manufacturing Inc June 2015 - Present
Edward Jones January 2009 - June 2015
Wells Fargo May 2008 - January 2009
Skills
Trading, Wealth Management, Strategic Planning, Mutual Funds, Financial Analysis, Series 7, Asset Allocation, Fixed Annuities, Customer Service, Retirement Planning, Retirement, Equities, Investments
Education
University of Hawaii at Hilo 2003 — 2008
Bachelor’s Degree, Business- finance
Parrett Manufacturing Inc June 2015 - Present
Edward Jones January 2009 - June 2015
Wells Fargo May 2008 - January 2009
Skills
Trading, Wealth Management, Strategic Planning, Mutual Funds, Financial Analysis, Series 7, Asset Allocation, Fixed Annuities, Customer Service, Retirement Planning, Retirement, Equities, Investments
Education
University of Hawaii at Hilo 2003 — 2008
Bachelor’s Degree, Business- finance
Precia Kim's Wells Fargo Experience August 2015 - September 2015
Job Compliance Support at Bank of the West San Ramon
Industry Financial Services
Experience
Bank of the West San Ramon October 2015 - Present
Wells Fargo August 2015 - September 2015
American Legion Department of California Headquarters April 2015 - July 2015
Wells Fargo PST Wealth Management Compliance June 2014 - December 2014
Wells Fargo International Operations December 2013 - April 2014
Caffino, Inc. October 2011 - October 2012
Accurate Manufacturing Inc. September 2009 - July 2011
Active Reading Clinic March 2002 - August 2007
Adecco/Accountemps/Key Resources September 1995 - May 2000
Skills
Wealth Management..., Microsoft Excel, Accounts Receivable, Accounts Payable, QuickBooks, Outlook, Account Reconciliation, Journal Entries, Invoicing, Accounting, Bookkeeping, Teaching, Tax Preparation, Research, SAP, Bank Reconciliation, Administrative..., Typing - 63 wpm, 10-key by touch, JobBOSS 11.3.4..., MS Excel, MS Outlook, MS Word, MS PowerPoint -..., MS Publisher -..., TimeCard Manager, MS Access - experienced, Payment Processing, Payroll Administration, General Ledger, Training &..., Mentoring, HR Policies, Administrative Support, Clerical Duties, Records Management, File Systems, Tax Compliance, Unsecured Property Tax..., 1099 and 1096 filing, Year End Close, Data entry -11,500 kph, Financial Statements, Investment Brokerage
Education
University of Hartford 1989 — 1993
Bachelor's, Music
Interlochen Arts Academy 1987 — 1989
High School Diploma
Bank of the West San Ramon October 2015 - Present
Wells Fargo August 2015 - September 2015
American Legion Department of California Headquarters April 2015 - July 2015
Wells Fargo PST Wealth Management Compliance June 2014 - December 2014
Wells Fargo International Operations December 2013 - April 2014
Caffino, Inc. October 2011 - October 2012
Accurate Manufacturing Inc. September 2009 - July 2011
Active Reading Clinic March 2002 - August 2007
Adecco/Accountemps/Key Resources September 1995 - May 2000
Skills
Wealth Management..., Microsoft Excel, Accounts Receivable, Accounts Payable, QuickBooks, Outlook, Account Reconciliation, Journal Entries, Invoicing, Accounting, Bookkeeping, Teaching, Tax Preparation, Research, SAP, Bank Reconciliation, Administrative..., Typing - 63 wpm, 10-key by touch, JobBOSS 11.3.4..., MS Excel, MS Outlook, MS Word, MS PowerPoint -..., MS Publisher -..., TimeCard Manager, MS Access - experienced, Payment Processing, Payroll Administration, General Ledger, Training &..., Mentoring, HR Policies, Administrative Support, Clerical Duties, Records Management, File Systems, Tax Compliance, Unsecured Property Tax..., 1099 and 1096 filing, Year End Close, Data entry -11,500 kph, Financial Statements, Investment Brokerage
Education
University of Hartford 1989 — 1993
Bachelor's, Music
Interlochen Arts Academy 1987 — 1989
High School Diploma
Joy Sherman Joy Sherman's Wells Fargo Experience October 2002 - May 2010
Job at
Industry Banking
Experience
Suntrust Bank October 2014 - Present
Wells Fargo Private Bank October 2002 - November 2013
Wells Fargo October 2002 - May 2010
SunTrust Bank May 2000 - October 2002
Skills
Wealth Management..., Private Banking, Retirement Planning, Trust Services, High Net Worth..., Commercial Lending, Lines Of Credit, Credit, Portfolio Management, Banking, Loans
Education
University of Georgia - Terry College of Business 1996 — 2000
Bachelor's of Business Administration, Finance
University of Tel Aviv 1998 — 1999
Suntrust Bank October 2014 - Present
Wells Fargo Private Bank October 2002 - November 2013
Wells Fargo October 2002 - May 2010
SunTrust Bank May 2000 - October 2002
Skills
Wealth Management..., Private Banking, Retirement Planning, Trust Services, High Net Worth..., Commercial Lending, Lines Of Credit, Credit, Portfolio Management, Banking, Loans
Education
University of Georgia - Terry College of Business 1996 — 2000
Bachelor's of Business Administration, Finance
University of Tel Aviv 1998 — 1999
Ally Sehy's Wells Fargo Experience August 2015 - Present
Job Senior Private Banker
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
RBS Citizens Group 2013 - 2015
The John Buck Company 2012 - 2012
Wells Fargo 2005 - 2012
Education
University of Illinois at Urbana-Champaign
Business Administration, Marketing
University of Hawaii at Manoa 2002 — 2002
University of New South Wales 2004 — 2004
Wells Fargo August 2015 - Present
RBS Citizens Group 2013 - 2015
The John Buck Company 2012 - 2012
Wells Fargo 2005 - 2012
Education
University of Illinois at Urbana-Champaign
Business Administration, Marketing
University of Hawaii at Manoa 2002 — 2002
University of New South Wales 2004 — 2004
Anna Yates Anna Yates's Wells Fargo Experience May 2007 - June 2012
Job Customer Experience Supervisor at Banana Republic
Industry Retail
Experience
Gap Inc./Banana Republic January 2014 - Present
PNC June 2012 - December 2013
Wells Fargo May 2007 - June 2012
Mid Atlantic Receptive Services October 2004 - May 2007
Evergreen Health & Rehabilitation May 2003 - October 2004
Skills
Quickbooks, Adobe Acrobat, Microsoft Office, Windows 7, Windows XP, Deltek, Sage, ERP, Mas 90
Education
Fairmont State University 1998 — 2002
Bachelor of Science (B.S.), Business Administration
University of Hertfordshire 2000 — 2000
Gap Inc./Banana Republic January 2014 - Present
PNC June 2012 - December 2013
Wells Fargo May 2007 - June 2012
Mid Atlantic Receptive Services October 2004 - May 2007
Evergreen Health & Rehabilitation May 2003 - October 2004
Skills
Quickbooks, Adobe Acrobat, Microsoft Office, Windows 7, Windows XP, Deltek, Sage, ERP, Mas 90
Education
Fairmont State University 1998 — 2002
Bachelor of Science (B.S.), Business Administration
University of Hertfordshire 2000 — 2000
Mark Planer Mark Planer's Wells Fargo Experience January 2015 - Present
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2015 - Present
Wells Fargo April 2012 - December 2014
Wells Fargo March 2011 - April 2012
Wells Fargo August 2007 - March 2011
Wachovia, A Wells Fargo Company August 2006 - August 2007
Skills
Small Business Lending, Credit, Loans, Customer Service, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Retail Banking, Banking, Cross Selling, Treasury Management, Lines Of Credit, Consumer Lending, Underwriting
Education
University of Georgia - Terry College of Business 2000 — 2005
Economics, Economics, Finance
Lakeside High School
Wells Fargo January 2015 - Present
Wells Fargo April 2012 - December 2014
Wells Fargo March 2011 - April 2012
Wells Fargo August 2007 - March 2011
Wachovia, A Wells Fargo Company August 2006 - August 2007
Skills
Small Business Lending, Credit, Loans, Customer Service, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Retail Banking, Banking, Cross Selling, Treasury Management, Lines Of Credit, Consumer Lending, Underwriting
Education
University of Georgia - Terry College of Business 2000 — 2005
Economics, Economics, Finance
Lakeside High School
Courtney Loquasto Courtney Loquasto's Wells Fargo Experience October 2000 - October 2002
Job Six Sigma / Project Management Consultant for OSCIS
Industry Financial Services
Experience
OSCIS December 2013 - Present
Dealer Product Distributors December 2008 - Present
Wells Fargo Auto October 2002 - June 2005
Wells Fargo October 2000 - October 2002
Centex Home Equity January 2000 - September 2000
Norwest/ Wells Fargo Financial December 1997 - September 1999
Skills
Sales Management, Mortgage Lending, Finance, Loans, Sales, Retail Banking, Project Management, six sigma, Department Budget...
Education
University of Georgia - Terry College of Business 1993 — 1997
BA, Management
OSCIS December 2013 - Present
Dealer Product Distributors December 2008 - Present
Wells Fargo Auto October 2002 - June 2005
Wells Fargo October 2000 - October 2002
Centex Home Equity January 2000 - September 2000
Norwest/ Wells Fargo Financial December 1997 - September 1999
Skills
Sales Management, Mortgage Lending, Finance, Loans, Sales, Retail Banking, Project Management, six sigma, Department Budget...
Education
University of Georgia - Terry College of Business 1993 — 1997
BA, Management
Yan Ren M.B.A Yan Ren M.B.A's Wells Fargo Experience 2004 - 2012
Job Mortgage Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage/NMLSR ID 408665 July 2004 - Present
Wells Fargo 2004 - 2012
Education
Univeristy of Hawaii at Manoa College of Business 2001 — 2003
M.B.A., Finance, Accounting
University of Hawaii - Shidler College of Business 1998 — 2001
BBA, Finance, Economics
University of Hawaii at Manoa
University of Hawaii at Manoa
Wells Fargo Home Mortgage/NMLSR ID 408665 July 2004 - Present
Wells Fargo 2004 - 2012
Education
Univeristy of Hawaii at Manoa College of Business 2001 — 2003
M.B.A., Finance, Accounting
University of Hawaii - Shidler College of Business 1998 — 2001
BBA, Finance, Economics
University of Hawaii at Manoa
University of Hawaii at Manoa
Luke Hutteman's Wells Fargo Experience July 2010 - Present
Job VP at Wells Fargo
Industry Computer Software
Experience
Wells Fargo July 2010 - Present
IntePoint LLC October 2006 - July 2010
Wachovia October 2003 - October 2006
http://www.sharpreader.net October 2002 - August 2006
CSX World Terminals March 2002 - September 2003
Bank of America September 1999 - March 2002
Moody's Investors Service April 1997 - August 1999
Syner Organization 1996 - 1997
Tensor Technology 1993 - 1996
Skills
Web Services, Agile Methodologies, .NET, SOA, Java, Visual Studio, XML, IntelliJ IDEA, JUnit, SQL, Microsoft SQL Server, Oracle, Programming, C#, Servlets
Education
University of Groningen 1987 — 1992
Masters, Computer Science
Wells Fargo July 2010 - Present
IntePoint LLC October 2006 - July 2010
Wachovia October 2003 - October 2006
http://www.sharpreader.net October 2002 - August 2006
CSX World Terminals March 2002 - September 2003
Bank of America September 1999 - March 2002
Moody's Investors Service April 1997 - August 1999
Syner Organization 1996 - 1997
Tensor Technology 1993 - 1996
Skills
Web Services, Agile Methodologies, .NET, SOA, Java, Visual Studio, XML, IntelliJ IDEA, JUnit, SQL, Microsoft SQL Server, Oracle, Programming, C#, Servlets
Education
University of Groningen 1987 — 1992
Masters, Computer Science
CGN Mark Koenig CGN Mark Koenig's Wells Fargo Experience 2003 - 2005
Job Security Professional PCIISA, CISSP ISSAP, ISSMP
Industry Computer & Network Security
Experience
Seagate Technology June 2011 - Present
jitsuryoku November 2006 - Present
Nektar Therapeutics June 2005 - November 2006
MCI January 2005 - June 2005
Wells Fargo 2003 - 2005
Applied Materials 2001 - 2003
Seagate Technology 1991 - 2001
Seagate Technology 1995 - 1999
Seagate Technology 1993 - 1995
Cisco Systems 1992 - 1993
Skills
Security, HIPAA, Incident Response, Sarbanes-Oxley, CISSP, Cloud Computing, Disaster Recovery, Network Security, Information Security, Integration, Computer Security, Vulnerability Assessment, Enterprise Software, Governance, Information Technology, SDLC, Networking, Cisco Technologies, Risk Management, Leadership, Software Development, Strategic Partnerships, Outsourcing, Management, Project Management, Identity Management, Information Security..., Requirements Analysis, Change Management, Testing, Quality Assurance, Business Continuity, Technical Support, PKI, Network Engineering, Consulting, Security Audits, Firewalls, Architecture, IT Management, Operations Management, COBIT, Strategic Planning, IT Strategy, IPS, Risk Assessment, Data Center, PCI DSS, Virtualization, System Deployment
Education
Cerro Coso College 1979 — 1981
Computer Science
University Of Guam 1971 — 1974
Marine Biology, Physics, Sociology
Kailua High School 1968 — 1971
Seagate Technology June 2011 - Present
jitsuryoku November 2006 - Present
Nektar Therapeutics June 2005 - November 2006
MCI January 2005 - June 2005
Wells Fargo 2003 - 2005
Applied Materials 2001 - 2003
Seagate Technology 1991 - 2001
Seagate Technology 1995 - 1999
Seagate Technology 1993 - 1995
Cisco Systems 1992 - 1993
Skills
Security, HIPAA, Incident Response, Sarbanes-Oxley, CISSP, Cloud Computing, Disaster Recovery, Network Security, Information Security, Integration, Computer Security, Vulnerability Assessment, Enterprise Software, Governance, Information Technology, SDLC, Networking, Cisco Technologies, Risk Management, Leadership, Software Development, Strategic Partnerships, Outsourcing, Management, Project Management, Identity Management, Information Security..., Requirements Analysis, Change Management, Testing, Quality Assurance, Business Continuity, Technical Support, PKI, Network Engineering, Consulting, Security Audits, Firewalls, Architecture, IT Management, Operations Management, COBIT, Strategic Planning, IT Strategy, IPS, Risk Assessment, Data Center, PCI DSS, Virtualization, System Deployment
Education
Cerro Coso College 1979 — 1981
Computer Science
University Of Guam 1971 — 1974
Marine Biology, Physics, Sociology
Kailua High School 1968 — 1971
Joseph Ofei Joseph Ofei's Wells Fargo Experience July 2010 - June 2013
Job Credit Risk Sr.Specialist at Federal Reserve Bank of Richmond, Charlotte Branch
Industry Financial Services
Experience
Federal Reserve Bank of Richmond August 2014 - Present
Federal Reserve Bank of Philadelphia June 2013 - July 2014
Wells Fargo July 2010 - June 2013
Bank of America May 2007 - July 2010
Bank of America February 2004 - May 2007
Bank of America June 1999 - February 2004
Bank of America July 1998 - June 1999
York University August 1996 - September 1997
Skills
Logistic Regression, Decision Tree and..., Basel II Model..., Portfolio Loss..., Comprehensive Capital..., Customer Acquisition..., Modeling with external..., Strong Knowledge of SAS..., Excellent working..., Demonstrated experience..., Working knowledge of...
Education
University of North Carolina at Charlotte 2001 — 2004
Master of Business Administration (MBA), Business Finance
University of Ghana 1993 — 1996
Bachelor of Arts (B.A.), Economics and Statistics
York University
Master of Arts (M.A.), Economics
Federal Reserve Bank of Richmond August 2014 - Present
Federal Reserve Bank of Philadelphia June 2013 - July 2014
Wells Fargo July 2010 - June 2013
Bank of America May 2007 - July 2010
Bank of America February 2004 - May 2007
Bank of America June 1999 - February 2004
Bank of America July 1998 - June 1999
York University August 1996 - September 1997
Skills
Logistic Regression, Decision Tree and..., Basel II Model..., Portfolio Loss..., Comprehensive Capital..., Customer Acquisition..., Modeling with external..., Strong Knowledge of SAS..., Excellent working..., Demonstrated experience..., Working knowledge of...
Education
University of North Carolina at Charlotte 2001 — 2004
Master of Business Administration (MBA), Business Finance
University of Ghana 1993 — 1996
Bachelor of Arts (B.A.), Economics and Statistics
York University
Master of Arts (M.A.), Economics
Meaghan Watson Holman Meaghan Watson Holman's Wells Fargo Experience 2011 - 2012
Job Private Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
Wells Real Estate Funds 2012 - 2012
Wells Fargo 2011 - 2012
Target 2009 - 2010
University of Cincinnati March 2008 - August 2008
Skills
Series 7, Series 66, Sales, Uniform Combined State..., Finance, Financial Services, Securities
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Marketing
Morgan Stanley 2012 - Present
Wells Real Estate Funds 2012 - 2012
Wells Fargo 2011 - 2012
Target 2009 - 2010
University of Cincinnati March 2008 - August 2008
Skills
Series 7, Series 66, Sales, Uniform Combined State..., Finance, Financial Services, Securities
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Marketing
Jamie Rowell Jamie Rowell's Wells Fargo Experience September 1999 - September 2010
Job BB&T Wealth, SVP, Private Advisor Team Director, North Florida Region
Industry Financial Services
Experience
BB&T September 2010 - Present
Flip Flop Shops December 2009 - Present
Jacksonville Humane Society March 2010 - March 2012
Wells Fargo September 1999 - September 2010
New York Life Insurance Company August 1997 - August 1999
Skills
Team Leadership, Commercial Lending, Wealth Management, Management, Financial Services, Strategy, Loans, Banking, Finance, Investments, Portfolio Management, Risk Management
Education
University of Georgia - Terry College of Business 1994 — 1997
B.S., Business Management
BB&T September 2010 - Present
Flip Flop Shops December 2009 - Present
Jacksonville Humane Society March 2010 - March 2012
Wells Fargo September 1999 - September 2010
New York Life Insurance Company August 1997 - August 1999
Skills
Team Leadership, Commercial Lending, Wealth Management, Management, Financial Services, Strategy, Loans, Banking, Finance, Investments, Portfolio Management, Risk Management
Education
University of Georgia - Terry College of Business 1994 — 1997
B.S., Business Management
Michael Jensen Michael Jensen's Wells Fargo Experience July 2007 - October 2011
Job Branch Manager at Bank of America
Industry Banking
Experience
Bank of America 2013 - Present
SunTrust Bank October 2011 - 2013
Wells Fargo July 2007 - October 2011
Choice Capital Funding March 2006 - July 2007
Foundation Financial Group December 2003 - March 2006
Imperial Fiance and Business Solutions June 1996 - December 2003
Morgan Stanley June 1994 - June 1996
US Army August 1988 - August 1992
Skills
ChFC, FLMI, AIAA, Series 7, Series 63, Series 65, Variable Life, Variable Annuities, Life & Health Insurance..., Retail Banking, New Business Development, Banking, Loans, Commercial Lending, Cross Selling, Credit Analysis, Credit, Leadership, Coaching, Sales, Customer Acquisition, Business Development, Customer Service, Sales Management, CLU, Loan Origination, Deposits, Mortgage Lending, Mortgage Banking, Private Banking, SBA
Education
University of Georgia - Terry College of Business 1992 — 1995
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Bank of America 2013 - Present
SunTrust Bank October 2011 - 2013
Wells Fargo July 2007 - October 2011
Choice Capital Funding March 2006 - July 2007
Foundation Financial Group December 2003 - March 2006
Imperial Fiance and Business Solutions June 1996 - December 2003
Morgan Stanley June 1994 - June 1996
US Army August 1988 - August 1992
Skills
ChFC, FLMI, AIAA, Series 7, Series 63, Series 65, Variable Life, Variable Annuities, Life & Health Insurance..., Retail Banking, New Business Development, Banking, Loans, Commercial Lending, Cross Selling, Credit Analysis, Credit, Leadership, Coaching, Sales, Customer Acquisition, Business Development, Customer Service, Sales Management, CLU, Loan Origination, Deposits, Mortgage Lending, Mortgage Banking, Private Banking, SBA
Education
University of Georgia - Terry College of Business 1992 — 1995
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Kayra M. Colón Kayra M. Colón's Wells Fargo Experience March 2015 - Present
Job Banking Professional / Licensed Variable Annuities Agent, Life Insurance Agent
Industry Banking
Experience
Wells Fargo March 2015 - Present
JHS Inc April 2014 - Present
Baltimore Maryland February 2008 - Present
Regions Bank 2004 - 2009
First Hawaiian Bank January 2002 - January 2005
Condado Plaza Hotel & Casino January 1996 - January 2001
Skills
Business Development, Sales & Marketing..., Cost Controls &..., Contract Negotiation, Cross Selling, Budget & Resource..., Staff Training &..., Prospecting & Outreach, Team Building &..., Sales, Leadership, Customer Satisfaction, Training, Banking, Team Leadership, New Business Development, Loans, Credit, Coaching, Customer Service
Education
University of Hawaii - College of Business Administration
Business, Management, Marketing, and Related Support Services
University of Maryland University College
Master's Degree, Contract Law
Wells Fargo March 2015 - Present
JHS Inc April 2014 - Present
Baltimore Maryland February 2008 - Present
Regions Bank 2004 - 2009
First Hawaiian Bank January 2002 - January 2005
Condado Plaza Hotel & Casino January 1996 - January 2001
Skills
Business Development, Sales & Marketing..., Cost Controls &..., Contract Negotiation, Cross Selling, Budget & Resource..., Staff Training &..., Prospecting & Outreach, Team Building &..., Sales, Leadership, Customer Satisfaction, Training, Banking, Team Leadership, New Business Development, Loans, Credit, Coaching, Customer Service
Education
University of Hawaii - College of Business Administration
Business, Management, Marketing, and Related Support Services
University of Maryland University College
Master's Degree, Contract Law
Daniel Harkleroad Daniel Harkleroad's Wells Fargo Experience November 2013 - Present
Job Business Sales Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Wells Fargo Home Mortgage May 2012 - June 2013
Wells Fargo Bank October 2010 - May 2012
Wells Fargo Bank November 2008 - October 2010
Wells Fargo Home Mortgage January 2008 - November 2008
Metrocities Mortgage August 2006 - December 2007
Skills
Sales, Sales Management, Investment Banking, Account Management, Forecasting, Loans, Leadership, Mortgage Lending, Consumer Lending, Portfolio Management, Credit Analysis, Investments
Education
University of Georgia - Terry College of Business 2000 — 2003
Bachelor of Business Administration, Finance
Wells Fargo November 2013 - Present
Wells Fargo Home Mortgage May 2012 - June 2013
Wells Fargo Bank October 2010 - May 2012
Wells Fargo Bank November 2008 - October 2010
Wells Fargo Home Mortgage January 2008 - November 2008
Metrocities Mortgage August 2006 - December 2007
Skills
Sales, Sales Management, Investment Banking, Account Management, Forecasting, Loans, Leadership, Mortgage Lending, Consumer Lending, Portfolio Management, Credit Analysis, Investments
Education
University of Georgia - Terry College of Business 2000 — 2003
Bachelor of Business Administration, Finance
Josh Braverman's Wells Fargo Experience September 2014 - Present
Job Corporate Communication, Public Relations, Community Affairs and Executive Coaching & Communications
Industry Retail
Experience
Wells Fargo September 2014 - Present
Family Dollar 2011 - 2014
Family Dollar Stores 2007 - 2011
WSOC-TV January 2000 - March 2007
WSOC/WAXN TV 2000 - 2007
WSOC-TV ABC 9, COX COMMUNICATIONS 2000 - 2007
WVIT-TV December 1998 - January 2000
WGGB TV January 1998 - December 1998
ESPN September 1993 - January 1998
Skills
Executive Coaching, Executive Media Training, Cross-functional Team..., Media Spokesperson, Strategic Communications, Public Relations, Media Relations, Corporate Communications, Promotions, Internal Communications, Strategy, Press Releases, Marketing Communications, Crisis Communications, Community Development, Coaching, Copywriting, Speech Writing, Communication Training, Copy Editing, Facebook, Social Media, Event Planning, Broadcast, Brand Management, Publications, Strategic Planning, Crisis Management, Video Production, Publicity, Newsletters, Leadership, Integrated Marketing, Storytelling, Training, Project Management, Mentoring, Marketing Strategy, Social Networking, AP Style, Social Media Marketing, Blogging, Journalism, Brand Development, Advertising, Editing, Event Management, Sponsorship, Employee Engagement, Spokesperson
Education
University of Hartford 1990 — 1994
BA, Communication
University of Hartford 1990 — 1994
Bachelor of Arts, Communications
Wells Fargo September 2014 - Present
Family Dollar 2011 - 2014
Family Dollar Stores 2007 - 2011
WSOC-TV January 2000 - March 2007
WSOC/WAXN TV 2000 - 2007
WSOC-TV ABC 9, COX COMMUNICATIONS 2000 - 2007
WVIT-TV December 1998 - January 2000
WGGB TV January 1998 - December 1998
ESPN September 1993 - January 1998
Skills
Executive Coaching, Executive Media Training, Cross-functional Team..., Media Spokesperson, Strategic Communications, Public Relations, Media Relations, Corporate Communications, Promotions, Internal Communications, Strategy, Press Releases, Marketing Communications, Crisis Communications, Community Development, Coaching, Copywriting, Speech Writing, Communication Training, Copy Editing, Facebook, Social Media, Event Planning, Broadcast, Brand Management, Publications, Strategic Planning, Crisis Management, Video Production, Publicity, Newsletters, Leadership, Integrated Marketing, Storytelling, Training, Project Management, Mentoring, Marketing Strategy, Social Networking, AP Style, Social Media Marketing, Blogging, Journalism, Brand Development, Advertising, Editing, Event Management, Sponsorship, Employee Engagement, Spokesperson
Education
University of Hartford 1990 — 1994
BA, Communication
University of Hartford 1990 — 1994
Bachelor of Arts, Communications
Hobbs Yarbrough Hobbs Yarbrough's Wells Fargo Experience July 2000 - February 2005
Job Vice President, Regions Bank
Industry Investment Management
Experience
Regions Financial Corporation July 2012 - Present
Fridrich, Pinson & Rothberg Insurance Agency December 2008 - July 2012
Big Team Inc. December 2007 - December 2008
Indymac Bank October 2006 - December 2007
Regions Financial Corporation February 2005 - October 2006
Wells Fargo July 2000 - February 2005
Skills
Institutional Sales, Asset Managment, Cash Management, Fixed Asset Management, Risk Management, Direct Sales, Licensed Property &..., Licensed Life & Health..., Long Term Care Insurance, Financial Analysis, Real Estate Financing, Construction Finance, Real Estate License
Education
University of Georgia - Terry College of Business 1991 — 1996
BBA
Regions Financial Corporation July 2012 - Present
Fridrich, Pinson & Rothberg Insurance Agency December 2008 - July 2012
Big Team Inc. December 2007 - December 2008
Indymac Bank October 2006 - December 2007
Regions Financial Corporation February 2005 - October 2006
Wells Fargo July 2000 - February 2005
Skills
Institutional Sales, Asset Managment, Cash Management, Fixed Asset Management, Risk Management, Direct Sales, Licensed Property &..., Licensed Life & Health..., Long Term Care Insurance, Financial Analysis, Real Estate Financing, Construction Finance, Real Estate License
Education
University of Georgia - Terry College of Business 1991 — 1996
BBA
Georges Rosemond Georges Rosemond's Wells Fargo Experience 2010 - 2012
Job Client Associate
Industry Investment Management
Experience
Wells Fargo Advisors December 2010 - Present
Wells Fargo 2010 - 2012
New York Life Insurance Company August 2009 - June 2010
New Mass Media December 2006 - August 2008
Money Wise Solutions March 2005 - July 2006
Skills
Life Insurance, Retirement Planning, Retirement, Insurance, Cold Calling, Fixed Annuities, Budgets, Customer Service, Team Building, Finance, Investments, Portfolio Management, Financial Services, Mutual Funds, Microsoft Office, Sales
Education
University of Hartford 1999 — 2003
B.S, Business Administration, Economics, Finance
University of Hartford 1999 — 2003
BS business administration, Economics & Finance , Economics
Wells Fargo Advisors December 2010 - Present
Wells Fargo 2010 - 2012
New York Life Insurance Company August 2009 - June 2010
New Mass Media December 2006 - August 2008
Money Wise Solutions March 2005 - July 2006
Skills
Life Insurance, Retirement Planning, Retirement, Insurance, Cold Calling, Fixed Annuities, Budgets, Customer Service, Team Building, Finance, Investments, Portfolio Management, Financial Services, Mutual Funds, Microsoft Office, Sales
Education
University of Hartford 1999 — 2003
B.S, Business Administration, Economics, Finance
University of Hartford 1999 — 2003
BS business administration, Economics & Finance , Economics
Kira McCully Kira McCully's Wells Fargo Experience May 2011 - February 2012
Job InFlight Service Professional at Delta
Industry Broadcast Media
Experience
Delta January 2014 - Present
San Diego 6 News August 2011 - Present
Wells Fargo May 2011 - February 2012
Zio's Italian Kitchen January 2011 - August 2011
Skills
Computers, People Skills, Communication, Positive Team Player, Always Punctual, Cash Handling Experience, Fast Learner, Video Editing, Final Cut Pro, Avid, Managerial Skills, Mathematics, Radio Broadcasting, Audio Editing, Producing, Customer Service, Video, Editing, Photoshop, Time Management
Education
University of Hawaii at Hilo 2006 — 2010
Bachelor of Arts (BA), Communication and Media Studies
University of Utah 2008 — 2009
Delta January 2014 - Present
San Diego 6 News August 2011 - Present
Wells Fargo May 2011 - February 2012
Zio's Italian Kitchen January 2011 - August 2011
Skills
Computers, People Skills, Communication, Positive Team Player, Always Punctual, Cash Handling Experience, Fast Learner, Video Editing, Final Cut Pro, Avid, Managerial Skills, Mathematics, Radio Broadcasting, Audio Editing, Producing, Customer Service, Video, Editing, Photoshop, Time Management
Education
University of Hawaii at Hilo 2006 — 2010
Bachelor of Arts (BA), Communication and Media Studies
University of Utah 2008 — 2009
Henry Azu Henry Azu's Wells Fargo Experience October 2013 - December 2013
Job Senior Compliance Analyst/AVP at Citi
Industry Financial Services
Experience
Citi May 2014 - Present
JPMorgan Chase December 2013 - April 2014
Wells Fargo October 2013 - December 2013
HSBC November 2011 - September 2013
Widener University (International Student Services) April 2010 - May 2011
RAP Consulting Ltd July 2008 - August 2009
Robert Azu & Partners June 2007 - July 2008
Skills
Excel, PowerPoint, Word, Banking, Business Strategy, Microsoft Excel, Microsoft Word, Strategic Planning, Accounting, Analysis, Financial Analysis, Auditing, Microsoft Office, Finance, Management, Project Management, Risk Management, Managerial Finance
Education
Widener University 2009 — 2011
Masters, Business Administration
University of Ghana 2003 — 2007
Bachelor of Science in Administration, Banking and Finance
Presbyterian Boys Secondary School 2000 — 2002
Citi May 2014 - Present
JPMorgan Chase December 2013 - April 2014
Wells Fargo October 2013 - December 2013
HSBC November 2011 - September 2013
Widener University (International Student Services) April 2010 - May 2011
RAP Consulting Ltd July 2008 - August 2009
Robert Azu & Partners June 2007 - July 2008
Skills
Excel, PowerPoint, Word, Banking, Business Strategy, Microsoft Excel, Microsoft Word, Strategic Planning, Accounting, Analysis, Financial Analysis, Auditing, Microsoft Office, Finance, Management, Project Management, Risk Management, Managerial Finance
Education
Widener University 2009 — 2011
Masters, Business Administration
University of Ghana 2003 — 2007
Bachelor of Science in Administration, Banking and Finance
Presbyterian Boys Secondary School 2000 — 2002
Pam Elliotte Pam Elliotte's Wells Fargo Experience January 1987 - Present
Job Human Resources Project Manager for Technology & Operations Group Wells Fargo
Industry Human Resources
Experience
Wells Fargo January 1987 - Present
Skills
Performance Management, Employee Relations, Employee Engagement, Onboarding, Human Resources, Project Management, Process Improvement, Banking, Workforce Planning, Change Management, Vendor Management, Program Management
Education
University of Georgia - Terry College of Business 1980 — 1983
B.B.A., Management
Wells Fargo January 1987 - Present
Skills
Performance Management, Employee Relations, Employee Engagement, Onboarding, Human Resources, Project Management, Process Improvement, Banking, Workforce Planning, Change Management, Vendor Management, Program Management
Education
University of Georgia - Terry College of Business 1980 — 1983
B.B.A., Management
Marcus Clifton Marcus Clifton's Wells Fargo Experience January 2015 - Present
Job Contractor/Accountant at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2015 - Present
Bank of America July 2014 - September 2014
Bank of America April 2011 - January 2014
Bank of America January 2008 - December 2010
Bank of America July 2003 - December 2007
Eckerd June 2001 - August 2002
Skills
Financial Analysis, Analysis, Finance, Banking, Microsoft Office, Microsoft Excel, General Ledger, Management, Training, Microsoft Word, Auditing, Mergers & Acquisitions, Data Analysis, Customer Service, Access, Social Media, Research, SOX 404, PeopleSoft, SharePoint, PowerPoint, Vlookup, Pivot Tables
Education
Western Carolina University 1995 — 1999
B.S., International Business & Management
University of Hawaii at Manoa 1998 — 1998
International Business
Wells Fargo January 2015 - Present
Bank of America July 2014 - September 2014
Bank of America April 2011 - January 2014
Bank of America January 2008 - December 2010
Bank of America July 2003 - December 2007
Eckerd June 2001 - August 2002
Skills
Financial Analysis, Analysis, Finance, Banking, Microsoft Office, Microsoft Excel, General Ledger, Management, Training, Microsoft Word, Auditing, Mergers & Acquisitions, Data Analysis, Customer Service, Access, Social Media, Research, SOX 404, PeopleSoft, SharePoint, PowerPoint, Vlookup, Pivot Tables
Education
Western Carolina University 1995 — 1999
B.S., International Business & Management
University of Hawaii at Manoa 1998 — 1998
International Business
Chris Mullis, Ph.D.'s Wells Fargo Experience January 2008 - June 2013
Job Founder / CEO at NorthStar Capital Advisors CFO at Mullis Oil
Industry Investment Management
Experience
NorthStar Capital Advisors June 2013 - Present
Mullis Oil Company June 2013 - Present
Providence Day School July 2014 - Present
Wells Fargo January 2008 - June 2013
University of Michigan, Dept. of Astronomy October 2004 - December 2007
European Southern Observatory September 2001 - September 2004
European Southern Observatory September 2001 - November 2002
University of Hawaii at Manoa 1995 - 2001
Skills
Credit Risk, Analysis, Risk Management, Analytics, Financial Modeling, Data Analysis, Statistical Modeling, Quantitative Analytics, Credit, Banking, Financial Services, Financial Risk, Business Analysis, SAS, Loans, Data Mining, Quantitative Finance, Astrophysics
Education
University of Hawaii at Manoa 1994 — 2001
Ph.D., M.S., Astronomy/Astrophysics
University of Virginia 1990 — 1994
B.A., Physics & Astronomy
Providence Day School 1977 — 1990
High School
NorthStar Capital Advisors June 2013 - Present
Mullis Oil Company June 2013 - Present
Providence Day School July 2014 - Present
Wells Fargo January 2008 - June 2013
University of Michigan, Dept. of Astronomy October 2004 - December 2007
European Southern Observatory September 2001 - September 2004
European Southern Observatory September 2001 - November 2002
University of Hawaii at Manoa 1995 - 2001
Skills
Credit Risk, Analysis, Risk Management, Analytics, Financial Modeling, Data Analysis, Statistical Modeling, Quantitative Analytics, Credit, Banking, Financial Services, Financial Risk, Business Analysis, SAS, Loans, Data Mining, Quantitative Finance, Astrophysics
Education
University of Hawaii at Manoa 1994 — 2001
Ph.D., M.S., Astronomy/Astrophysics
University of Virginia 1990 — 1994
B.A., Physics & Astronomy
Providence Day School 1977 — 1990
High School
Sheila Bedwell Sheila Bedwell's Wells Fargo Experience 2008 - Present
Job Card Services at Wells Fargo
Industry Financial Services
Experience
La Bella Vita Pizza 2011 - Present
Wells Fargo 2008 - Present
NATIONAL ELECTRONICS WARRANTY September 2001 - May 2007
Cendant June 1994 - April 2001
Education
University of Great Falls 1992 — 1994
BS, Health Care Administration
BISMARCK JR COLLEGE
ASSOC APPLIED SCIENCE, COMPUTER PROGRAMMING
La Bella Vita Pizza 2011 - Present
Wells Fargo 2008 - Present
NATIONAL ELECTRONICS WARRANTY September 2001 - May 2007
Cendant June 1994 - April 2001
Education
University of Great Falls 1992 — 1994
BS, Health Care Administration
BISMARCK JR COLLEGE
ASSOC APPLIED SCIENCE, COMPUTER PROGRAMMING
Caroline O'Neill Caroline O'Neill's Wells Fargo Experience July 2015 - Present
Job Associate, Credit Management Training Program
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo January 2014 - June 2015
Wells Fargo June 2013 - December 2013
Wells Fargo June 2011 - June 2013
Skills
Financial Analysis, Sales, Financial Modeling, Banking, Finance, Credit Analysis, Credit, Commercial Lending, Perfect Attendance, Commercial Banking, Time Management, Mortgage Lending, Event Planning, Personal Values, Value Engineering
Education
University of Georgia - Terry College of Business 2007 — 2011
BBA, International Business (Economics)
Porter-Gaud School
Wells Fargo July 2015 - Present
Wells Fargo January 2014 - June 2015
Wells Fargo June 2013 - December 2013
Wells Fargo June 2011 - June 2013
Skills
Financial Analysis, Sales, Financial Modeling, Banking, Finance, Credit Analysis, Credit, Commercial Lending, Perfect Attendance, Commercial Banking, Time Management, Mortgage Lending, Event Planning, Personal Values, Value Engineering
Education
University of Georgia - Terry College of Business 2007 — 2011
BBA, International Business (Economics)
Porter-Gaud School
Jesse Moll's Wells Fargo Experience December 2014 - Present
Job Loan Servicing Specialist at Wells Fargo
Industry Management Consulting
Experience
Wells Fargo December 2014 - Present
PIRTEK USA June 2012 - September 2014
Aerotek May 2011 - July 2012
Manpower March 2010 - April 2011
Delta Air Lines August 2006 - March 2009
Walker Art Center December 2005 - September 2006
Skills
Flights, Theory of Constraints, Commercial Aviation, Airports, Aircraft Maintenance, Aircraft, Customer Service, Aviation, Airlines
Education
University of Minnesota 2012 — 2014
Bachelor of Arts (B.A.), Sociology
University of Hawaii at Manoa 2010 — 2012
Business Administration and Management, General
Wells Fargo December 2014 - Present
PIRTEK USA June 2012 - September 2014
Aerotek May 2011 - July 2012
Manpower March 2010 - April 2011
Delta Air Lines August 2006 - March 2009
Walker Art Center December 2005 - September 2006
Skills
Flights, Theory of Constraints, Commercial Aviation, Airports, Aircraft Maintenance, Aircraft, Customer Service, Aviation, Airlines
Education
University of Minnesota 2012 — 2014
Bachelor of Arts (B.A.), Sociology
University of Hawaii at Manoa 2010 — 2012
Business Administration and Management, General
Callan Candler Callan Candler's Wells Fargo Experience June 2015 - Present
Job Relationship Manager at Wells Fargo
Industry Commercial Real Estate
Experience
Wells Fargo June 2015 - Present
Wells Fargo January 2015 - May 2015
Wells Fargo June 2014 - December 2014
Wells Fargo June 2012 - June 2014
Wells Fargo Insurance Services May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Underwriting, Commercial Real Estate
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration, Economics
GLOBIS - Center for the Study of Global Issues 2010 — 2010
Business, International Affairs
The Lovett School 1994 — 2008
Wells Fargo June 2015 - Present
Wells Fargo January 2015 - May 2015
Wells Fargo June 2014 - December 2014
Wells Fargo June 2012 - June 2014
Wells Fargo Insurance Services May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Underwriting, Commercial Real Estate
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration, Economics
GLOBIS - Center for the Study of Global Issues 2010 — 2010
Business, International Affairs
The Lovett School 1994 — 2008
Annesia Beharry Annesia Beharry's Wells Fargo Experience June 2015 - Present
Job at
Industry Information Technology and Services
Experience
Wells Fargo June 2015 - Present
Insight Global April 2014 - Present
CBRE June 2012 - April 2014
Integra Staffing & Search November 2011 - June 2012
Signature Consultants October 2010 - May 2011
Signature Consultants February 2010 - August 2010
Carolinas Healthcare System October 2009 - January 2010
Thomas Peake Limited January 2007 - March 2009
Trinidad and Tobago Insurance Limited (TATIL), January 2005 - January 2007
Trinidad and Tobago Insurance Limited (TATIL), February 2001 - January 2005
Skills
Management, SharePoint, Databases, Business Analysis, Business Process, Visio, Project Management, Access, Analysis
Education
University of Hertfordshire 2006 — 2008
Bachelor of Science (BS), Computer Science
University of Greenwich 2005 — 2006
Short Course, Web Engineering
Institute of the Management of Information Systems (UK) 2001 — 2005
Associate's degree, Management Information Systems, General
Wells Fargo June 2015 - Present
Insight Global April 2014 - Present
CBRE June 2012 - April 2014
Integra Staffing & Search November 2011 - June 2012
Signature Consultants October 2010 - May 2011
Signature Consultants February 2010 - August 2010
Carolinas Healthcare System October 2009 - January 2010
Thomas Peake Limited January 2007 - March 2009
Trinidad and Tobago Insurance Limited (TATIL), January 2005 - January 2007
Trinidad and Tobago Insurance Limited (TATIL), February 2001 - January 2005
Skills
Management, SharePoint, Databases, Business Analysis, Business Process, Visio, Project Management, Access, Analysis
Education
University of Hertfordshire 2006 — 2008
Bachelor of Science (BS), Computer Science
University of Greenwich 2005 — 2006
Short Course, Web Engineering
Institute of the Management of Information Systems (UK) 2001 — 2005
Associate's degree, Management Information Systems, General
Barry Hickson Jr.'s Wells Fargo Experience September 2001 - January 2007
Job Branch Manager/VP at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank January 2008 - Present
Ingram Book Company January 2007 - January 2008
Wells Fargo September 2001 - January 2007
Skills
Certified Project..., Financial Planning, Financial Analysis, Financial Management, Leadership Development, Cross-functional Team..., Organizational..., Credit, Managerial Finance, Loans, Strategic Financial..., Consumer Lending, Retail Banking, Branch Management, Lines Of Credit, Management, Analysis, Team Building, Banking
Education
University of Georgia - Terry College of Business 1996 — 2001
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
University of Georgia - Terry College of Business
SunTrust Bank January 2008 - Present
Ingram Book Company January 2007 - January 2008
Wells Fargo September 2001 - January 2007
Skills
Certified Project..., Financial Planning, Financial Analysis, Financial Management, Leadership Development, Cross-functional Team..., Organizational..., Credit, Managerial Finance, Loans, Strategic Financial..., Consumer Lending, Retail Banking, Branch Management, Lines Of Credit, Management, Analysis, Team Building, Banking
Education
University of Georgia - Terry College of Business 1996 — 2001
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
University of Georgia - Terry College of Business
Priscilla Yeboah's Wells Fargo Experience 2015 - Present
Job Personal Banker at Wells Fargo Bank,NA.
Industry Banking
Experience
Wells Fargo 2015 - Present
Wells Fargo Bank, NA. September 2013 - Present
Wells Fargo December 2012 - August 2013
Wells Fargo June 2012 - December 2012
Wells Fargo August 2011 - June 2012
Kohl's Department Stores January 2010 - December 2010
Skills
Banking, Time Management, Credit, Finance, Customer Service, Management, Sales, CRM, Portfolio Management, Analysis, Selling, Retail Banking, Cross Selling, Business Development, Loans, Credit Analysis, Consumer Lending, Small Business Lending, Loan Origination, Microsoft Office, Cash Management
Education
University of Ghana 2007 — 2011
Bachelor of Arts (BA), PSYCHOLOGY, SPANISH & LINGUISTICS
Alliance Francaise 2006 — 2008
Certificate, French
Ghana Institute of Languages 2006 — 2007
Certificate, Spanish
Wells Fargo 2015 - Present
Wells Fargo Bank, NA. September 2013 - Present
Wells Fargo December 2012 - August 2013
Wells Fargo June 2012 - December 2012
Wells Fargo August 2011 - June 2012
Kohl's Department Stores January 2010 - December 2010
Skills
Banking, Time Management, Credit, Finance, Customer Service, Management, Sales, CRM, Portfolio Management, Analysis, Selling, Retail Banking, Cross Selling, Business Development, Loans, Credit Analysis, Consumer Lending, Small Business Lending, Loan Origination, Microsoft Office, Cash Management
Education
University of Ghana 2007 — 2011
Bachelor of Arts (BA), PSYCHOLOGY, SPANISH & LINGUISTICS
Alliance Francaise 2006 — 2008
Certificate, French
Ghana Institute of Languages 2006 — 2007
Certificate, Spanish
Justin Ross Porterfield Justin Ross Porterfield's Wells Fargo Experience November 2011 - Present
Job Vice President, Business Systems Consultant Manager 2, Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo November 2011 - Present
Wells Fargo June 2010 - November 2011
Wells Fargo August 2009 - June 2010
Wells Fargo December 2008 - August 2009
Wells Fargo July 2004 - November 2008
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Loss Mitigation, Mortgage Servicing, Underwriting, Banking, Loan Origination, Consumer Lending, Loan Servicing, Credit Analysis, FHA, Risk Management, Portfolio Management, Relationship Management, Default, Commercial Banking, Financial Analysis, Process Improvement, Cross Selling, Financial Services, Leadership, Management, Mortgage Underwriting, Residential Mortgages, Coaching, Business Process, Business Analysis, Business Requirements, Foreclosures, Loan Modifications, Financial Risk, Refinance, VA loans, Small Business Lending
Education
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo November 2011 - Present
Wells Fargo June 2010 - November 2011
Wells Fargo August 2009 - June 2010
Wells Fargo December 2008 - August 2009
Wells Fargo July 2004 - November 2008
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Loss Mitigation, Mortgage Servicing, Underwriting, Banking, Loan Origination, Consumer Lending, Loan Servicing, Credit Analysis, FHA, Risk Management, Portfolio Management, Relationship Management, Default, Commercial Banking, Financial Analysis, Process Improvement, Cross Selling, Financial Services, Leadership, Management, Mortgage Underwriting, Residential Mortgages, Coaching, Business Process, Business Analysis, Business Requirements, Foreclosures, Loan Modifications, Financial Risk, Refinance, VA loans, Small Business Lending
Education
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Tiffany Casey's Wells Fargo Experience January 2015 - June 2015
Job Supervisor and Leader
Industry Banking
Experience
Mid-America Apartment Communities September 2015 - Present
Wells Fargo January 2015 - June 2015
Staples August 2010 - April 2015
Red Lobster July 2007 - January 2010
Skills
Customer Service, Management, Sales, CRM, Cashiering, Leadership, Microsoft Excel, Microsoft Office, Time Management, Customer Satisfaction, Team Building, Data Entry, Microsoft Word
Education
University of Great Falls 2010 — 2013
Bachelor of Science (BSc), Business Administration
Mid-America Apartment Communities September 2015 - Present
Wells Fargo January 2015 - June 2015
Staples August 2010 - April 2015
Red Lobster July 2007 - January 2010
Skills
Customer Service, Management, Sales, CRM, Cashiering, Leadership, Microsoft Excel, Microsoft Office, Time Management, Customer Satisfaction, Team Building, Data Entry, Microsoft Word
Education
University of Great Falls 2010 — 2013
Bachelor of Science (BSc), Business Administration
Karen Aquino Chang's Wells Fargo Experience October 2004 - September 2005
Job Talent Advisor
Industry Human Resources
Experience
Wells Fargo Bank September 2004 - April 2014
Wells Fargo October 2004 - September 2005
Sabre Travel Network June 1998 - November 2001
American Airlines 1987 - 1998
Skills
Insourcing, Outsourcing, Customer Relations, Telephone Skills, Management Consulting, Candidate Screening, Customer Satisfaction, Candidate Assessment, Interviewing, Sourcing, Retail Banking, Screening, Job Posting, Pipeline Building, Coaching, Mentoring, Interviews, Screening Resumes, Job Fairs, Banking, Onboarding, Customer Service, Job Scanning, Succession Planning, Employee Relations, College Recruiting, Hiring, Temporary Staffing, Pipelines, Technical Recruiting, Recruiting, Human Resources, Talent Acquisition, Behavioral Interviewing, SDLC, Cold Calling, Cross Selling, Consumer Lending, Applicant Tracking..., Internet Recruiting, Relationship Management, Benefits Negotiation, Contract Recruitment, Executive Search, Talent Management, Taleo, Temporary Placement, Career Development, HR Consulting, Workforce Planning
Education
University of Hawaii at Manoa 1980 — 1986
BA, Dramatic Arts
Wells Fargo Bank September 2004 - April 2014
Wells Fargo October 2004 - September 2005
Sabre Travel Network June 1998 - November 2001
American Airlines 1987 - 1998
Skills
Insourcing, Outsourcing, Customer Relations, Telephone Skills, Management Consulting, Candidate Screening, Customer Satisfaction, Candidate Assessment, Interviewing, Sourcing, Retail Banking, Screening, Job Posting, Pipeline Building, Coaching, Mentoring, Interviews, Screening Resumes, Job Fairs, Banking, Onboarding, Customer Service, Job Scanning, Succession Planning, Employee Relations, College Recruiting, Hiring, Temporary Staffing, Pipelines, Technical Recruiting, Recruiting, Human Resources, Talent Acquisition, Behavioral Interviewing, SDLC, Cold Calling, Cross Selling, Consumer Lending, Applicant Tracking..., Internet Recruiting, Relationship Management, Benefits Negotiation, Contract Recruitment, Executive Search, Talent Management, Taleo, Temporary Placement, Career Development, HR Consulting, Workforce Planning
Education
University of Hawaii at Manoa 1980 — 1986
BA, Dramatic Arts
David Raphael, CPA David Raphael, CPA's Wells Fargo Experience June 2011 - August 2011
Job Capstone Investment Advisors
Industry Accounting
Experience
Capstone Investment Advisors June 2015 - Present
KPMG October 2013 - May 2015
KPMG June 2012 - August 2012
Wells Fargo June 2011 - August 2011
Skills
Accounting, Microsoft Excel, Tax, Financial Analysis, Research, Microsoft Office, Social Media
Education
University of Georgia - Terry College of Business 2012 — 2013
MAcc, Taxation
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Capstone Investment Advisors June 2015 - Present
KPMG October 2013 - May 2015
KPMG June 2012 - August 2012
Wells Fargo June 2011 - August 2011
Skills
Accounting, Microsoft Excel, Tax, Financial Analysis, Research, Microsoft Office, Social Media
Education
University of Georgia - Terry College of Business 2012 — 2013
MAcc, Taxation
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Matt Hoch Matt Hoch's Wells Fargo Experience March 2005 - Present
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2005 - Present
State Farm Insurance November 2003 - March 2005
Aerotek May 2003 - November 2003
Skills
Loans, Portfolio Management, Mortgage Lending, Financial Services, Financial Risk, Structured Finance, Leadership, Management, Risk Management, Finance, Underwriting, Financial Modeling, Credit, Banking, Financial Analysis
Education
University of Georgia - Terry College of Business 1998 — 2003
Business Administration, Marketing
Fallston High School 1994 — 1998
Certificate of Merit
Wells Fargo March 2005 - Present
State Farm Insurance November 2003 - March 2005
Aerotek May 2003 - November 2003
Skills
Loans, Portfolio Management, Mortgage Lending, Financial Services, Financial Risk, Structured Finance, Leadership, Management, Risk Management, Finance, Underwriting, Financial Modeling, Credit, Banking, Financial Analysis
Education
University of Georgia - Terry College of Business 1998 — 2003
Business Administration, Marketing
Fallston High School 1994 — 1998
Certificate of Merit
Kevin O'Boyle Kevin O'Boyle's Wells Fargo Experience April 2014 - December 2014
Job
Industry Banking
Experience
University of hawaii hilo August 2015 - Present
Wells Fargo April 2014 - December 2014
JP Morgan Chase August 2011 - December 2013
Skills
Banking, Series 6, Lines Of Credit, Loan Origination, Series 63, Consumer Lending, Mortgage Banking, Sales, Small Business Lending
Education
University of Hawaii at Hilo 2015 — 2017
Bachelor of Science (B.S.), Marine Sciences
University of hawaii hilo August 2015 - Present
Wells Fargo April 2014 - December 2014
JP Morgan Chase August 2011 - December 2013
Skills
Banking, Series 6, Lines Of Credit, Loan Origination, Series 63, Consumer Lending, Mortgage Banking, Sales, Small Business Lending
Education
University of Hawaii at Hilo 2015 — 2017
Bachelor of Science (B.S.), Marine Sciences
R. Craig Lowder R. Craig Lowder's Wells Fargo Experience November 2014 - Present
Job Financial Consultant Basel Qualification Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Bank of America April 2011 - November 2014
Bank of America October 2010 - April 2011
Wachovia Corporation November 2006 - October 2010
Wachovia Securities 2005 - 2006
Wachovia Securities August 2003 - November 2005
PriceWaterhouseCoopers January 2001 - January 2003
PriceWaterhouseCoopers January 1998 - January 2000
Wheat First Butcher Singer January 1996 - January 1997
Skills
Hyperion, Essbase, Excel, Visio, SOX 404 Compliance, PowerPoint, MS Office Suite, Credit Analysis, Financial Analysis, Risk Management, Portfolio Management, Credit, Capital Markets, Investments, Credit Risk, Loans, Private Equity, CPA, Commercial Lending, Commercial Banking, Microsoft Excel, Financial Reporting, Auditing
Education
University of Georgia - Terry College of Business 2012 — 2013
Certificate in Financial Planning, Financial Planning and Services
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1998
M.S., Accounting
University of Virginia 1992 — 1996
B.S., Finance
University of Virginia 1992 — 1996
Bachelor of Science (B.S.), Commerce
Wells Fargo November 2014 - Present
Bank of America April 2011 - November 2014
Bank of America October 2010 - April 2011
Wachovia Corporation November 2006 - October 2010
Wachovia Securities 2005 - 2006
Wachovia Securities August 2003 - November 2005
PriceWaterhouseCoopers January 2001 - January 2003
PriceWaterhouseCoopers January 1998 - January 2000
Wheat First Butcher Singer January 1996 - January 1997
Skills
Hyperion, Essbase, Excel, Visio, SOX 404 Compliance, PowerPoint, MS Office Suite, Credit Analysis, Financial Analysis, Risk Management, Portfolio Management, Credit, Capital Markets, Investments, Credit Risk, Loans, Private Equity, CPA, Commercial Lending, Commercial Banking, Microsoft Excel, Financial Reporting, Auditing
Education
University of Georgia - Terry College of Business 2012 — 2013
Certificate in Financial Planning, Financial Planning and Services
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1998
M.S., Accounting
University of Virginia 1992 — 1996
B.S., Finance
University of Virginia 1992 — 1996
Bachelor of Science (B.S.), Commerce
David Malton's Wells Fargo Experience 2011 - 2011
Job Private Equity Associate at ARLINGTON CAPITAL PARTNERS
Industry Investment Banking
Experience
Arlington Capital Partners August 2015 - Present
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Wells Fargo 2011 - 2011
The Remi Group June 2010 - August 2010
Skills
Valuation, Financial Modeling, Corporate Finance
Education
University of Georgia - Terry College of Business
BBA Banking and Finance, BS Biology, Certificate in Personal and Organizational Leadership
Arlington Capital Partners August 2015 - Present
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Wells Fargo 2011 - 2011
The Remi Group June 2010 - August 2010
Skills
Valuation, Financial Modeling, Corporate Finance
Education
University of Georgia - Terry College of Business
BBA Banking and Finance, BS Biology, Certificate in Personal and Organizational Leadership
Felicia Lee Felicia Lee's Wells Fargo Experience May 2010 - September 2010
Job Enterprise Quality Analyst at NetApp
Industry Information Technology and Services
Experience
NetApp February 2013 - Present
US Bank May 2011 - September 2012
First Republic Bank September 2010 - April 2011
Wells Fargo May 2010 - September 2010
IBM January 2001 - May 2010
Shriners Hospitals for Children June 1999 - January 2001
Skills
SDLC, Software Quality..., Test Planning, Quality Center, Testing, Quality Assurance, System Testing, Business Analysis, Agile Methodologies, Test Automation, Defect Tracking, Requirements Analysis, Software Project..., Project Management, Leadership, Agile Project Management, Scrum, Business Intelligence, User Acceptance Testing, SQL, Integration, Test Cases, Software Documentation, Enterprise Software, Unix, Process Improvement, Requirements Gathering, Telecommunications, Test Management, Management, Performance Testing, Cross-functional Team..., Web Applications, XML, Team Leadership, Regression Testing, Analysis, Troubleshooting, Software Development, Visio, Microsoft SQL Server, PMP, Data Center, SharePoint, Databases, Vendor Management, Waterfall
Education
University of Hawaii at Manoa 1995 — 1999
BBA, Management Information Systems (MIS)
NetApp February 2013 - Present
US Bank May 2011 - September 2012
First Republic Bank September 2010 - April 2011
Wells Fargo May 2010 - September 2010
IBM January 2001 - May 2010
Shriners Hospitals for Children June 1999 - January 2001
Skills
SDLC, Software Quality..., Test Planning, Quality Center, Testing, Quality Assurance, System Testing, Business Analysis, Agile Methodologies, Test Automation, Defect Tracking, Requirements Analysis, Software Project..., Project Management, Leadership, Agile Project Management, Scrum, Business Intelligence, User Acceptance Testing, SQL, Integration, Test Cases, Software Documentation, Enterprise Software, Unix, Process Improvement, Requirements Gathering, Telecommunications, Test Management, Management, Performance Testing, Cross-functional Team..., Web Applications, XML, Team Leadership, Regression Testing, Analysis, Troubleshooting, Software Development, Visio, Microsoft SQL Server, PMP, Data Center, SharePoint, Databases, Vendor Management, Waterfall
Education
University of Hawaii at Manoa 1995 — 1999
BBA, Management Information Systems (MIS)
Jake Osterman Jake Osterman's Wells Fargo Experience September 2008 - August 2009
Job Vice President at Wells Fargo Energy Group
Industry Banking
Experience
Wells Fargo Bank November 2013 - Present
Wells Fargo Bank August 2009 - November 2013
Wells Fargo September 2008 - August 2009
Wells Fargo November 2007 - November 2008
Wells Fargo June 2006 - November 2007
Skills
Commercial Banking, Credit, Corporate Finance, Banking
Education
University of Georgia - Terry College of Business
BBA, Finance
Wells Fargo Wholesale University
San Francisco, CA
Wells Fargo Bank November 2013 - Present
Wells Fargo Bank August 2009 - November 2013
Wells Fargo September 2008 - August 2009
Wells Fargo November 2007 - November 2008
Wells Fargo June 2006 - November 2007
Skills
Commercial Banking, Credit, Corporate Finance, Banking
Education
University of Georgia - Terry College of Business
BBA, Finance
Wells Fargo Wholesale University
San Francisco, CA
Carl Nehm Carl Nehm's Wells Fargo Experience July 2012 - Present
Job Personal Banker 2 at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo July 2012 - Present
Wells Fargo Bank August 2010 - July 2012
Wells Fargo Financial March 2010 - August 2010
Saint Joseph College August 2009 - May 2010
Saint Joseph College December 2008 - March 2010
Hertz Local Edition October 2007 - August 2008
University of Hartford February 2004 - May 2007
University of hartford 2003 - 2007
Prime Resources Corporation June 2006 - August 2006
University of Hartford August 2005 - June 2006
Skills
Customer Service, Program Management, Public Relations, Microsoft Office, Microsoft Excel, Leadership, Event Planning, Social Media, PowerPoint, Public Speaking, Microsoft Word, Marketing, Management, Data Analysis
Education
Saint Joseph College 2008 — 2010
MS, Management
University of Hartford 2003 — 2007
B.S, Marketing, Insurance/Finance
Wells Fargo July 2012 - Present
Wells Fargo Bank August 2010 - July 2012
Wells Fargo Financial March 2010 - August 2010
Saint Joseph College August 2009 - May 2010
Saint Joseph College December 2008 - March 2010
Hertz Local Edition October 2007 - August 2008
University of Hartford February 2004 - May 2007
University of hartford 2003 - 2007
Prime Resources Corporation June 2006 - August 2006
University of Hartford August 2005 - June 2006
Skills
Customer Service, Program Management, Public Relations, Microsoft Office, Microsoft Excel, Leadership, Event Planning, Social Media, PowerPoint, Public Speaking, Microsoft Word, Marketing, Management, Data Analysis
Education
Saint Joseph College 2008 — 2010
MS, Management
University of Hartford 2003 — 2007
B.S, Marketing, Insurance/Finance
Ryan Nishimura Ryan Nishimura's Wells Fargo Experience June 2011 - August 2013
Job Branch Manager I Assistant Vice President at U.S. Bank
Industry Financial Services
Experience
U.S. Bank September 2013 - Present
Wells Fargo June 2011 - August 2013
Wells Fargo August 2010 - June 2011
Wells Fargo August 2007 - July 2010
Skills
Leadership, Banking, Credit, Small Business, Team Building, Sales Management, Coaching, integrity, Strategy, Customer Retention, Protege, Market Samurai, Retail, Financial Services, Cold Calling, Customer Service, Customer Satisfaction, Loans, Public Speaking, Core Banking, Sales, Rowing, Small Business Lending, Ninja Skills, Strategic Planning, Consumer Lending, Lines Of Credit, Customer Experience, Financial Analysis, Integrity, Management, Professional Mentoring, Finance, Loan Origination, Marketing, Time Management, Branch Management, Relationship Management, Cross Selling
Education
University of Hawaii at Manoa 2001 — 2005
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
U.S. Bank September 2013 - Present
Wells Fargo June 2011 - August 2013
Wells Fargo August 2010 - June 2011
Wells Fargo August 2007 - July 2010
Skills
Leadership, Banking, Credit, Small Business, Team Building, Sales Management, Coaching, integrity, Strategy, Customer Retention, Protege, Market Samurai, Retail, Financial Services, Cold Calling, Customer Service, Customer Satisfaction, Loans, Public Speaking, Core Banking, Sales, Rowing, Small Business Lending, Ninja Skills, Strategic Planning, Consumer Lending, Lines Of Credit, Customer Experience, Financial Analysis, Integrity, Management, Professional Mentoring, Finance, Loan Origination, Marketing, Time Management, Branch Management, Relationship Management, Cross Selling
Education
University of Hawaii at Manoa 2001 — 2005
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Will Goodnight Will Goodnight's Wells Fargo Experience September 2007 - Present
Job Market Risk Management at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2007 - Present
FedEx Services July 2004 - September 2007
Wachovia, A Wells Fargo Company September 1999 - June 2002
Education
University of Georgia - Terry College of Business 2002 — 2004
MBA
University of Virginia 1991 — 1995
BA
Wells Fargo September 2007 - Present
FedEx Services July 2004 - September 2007
Wachovia, A Wells Fargo Company September 1999 - June 2002
Education
University of Georgia - Terry College of Business 2002 — 2004
MBA
University of Virginia 1991 — 1995
BA
Noah Huggins Noah Huggins's Wells Fargo Experience November 2012 - Present
Job Licensed Banker II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Wells Fargo August 2010 - November 2012
Woodforest Savings Bank January 2010 - August 2010
Skills
Series 63, Series 6, Life Insurance, Loans, Wealth Management, Credit, Consumer Lending, Fixed Annuities, Banking, Portfolio Management, Small Business Lending, Underwriting, Insurance, Commercial Lending, Credit Analysis, Retail Banking, Finance, Commercial Banking, Series 7, Financial Analysis, Cash Management, Retirement Planning, Uniform Combined State...
Education
University of Georgia - Terry College of Business 2005 — 2008
BBA, Economics
Wells Fargo November 2012 - Present
Wells Fargo August 2010 - November 2012
Woodforest Savings Bank January 2010 - August 2010
Skills
Series 63, Series 6, Life Insurance, Loans, Wealth Management, Credit, Consumer Lending, Fixed Annuities, Banking, Portfolio Management, Small Business Lending, Underwriting, Insurance, Commercial Lending, Credit Analysis, Retail Banking, Finance, Commercial Banking, Series 7, Financial Analysis, Cash Management, Retirement Planning, Uniform Combined State...
Education
University of Georgia - Terry College of Business 2005 — 2008
BBA, Economics
Andrew Castillo Andrew Castillo's Wells Fargo Experience July 2006 - May 2007
Job Trust Associate at First Foundation Bank
Industry Banking
Experience
First Foundation Inc. March 2012 - Present
Comerica Bank November 2010 - March 2012
Wells Fargo Bank April 2010 - November 2010
Wachovia, A Wells Fargo Company May 2007 - April 2010
Wells Fargo July 2006 - May 2007
Education
California State University Dominguez Hills 2010 — 2012
MBA, Finance
University of Hawaii at Manoa 2003 — 2006
Business Administration, Management
First Foundation Inc. March 2012 - Present
Comerica Bank November 2010 - March 2012
Wells Fargo Bank April 2010 - November 2010
Wachovia, A Wells Fargo Company May 2007 - April 2010
Wells Fargo July 2006 - May 2007
Education
California State University Dominguez Hills 2010 — 2012
MBA, Finance
University of Hawaii at Manoa 2003 — 2006
Business Administration, Management
Isaac Quarshie's Wells Fargo Experience January 2013 - June 2013
Job Associate Manager @ Accenture
Industry Computer Software
Experience
Accenture 2015 - Present
Lift361 February 2014 - January 2015
NECC LV7 January 2012 - January 2015
American Credit Acceptance August 2013 - February 2014
Wells Fargo January 2013 - June 2013
American Tire Distributors January 2012 - January 2013
Accenture September 2007 - July 2011
Ness Technologies November 2006 - May 2007
Tekmark Global Solutions January 2006 - October 2006
Nokia Mobile Phones February 2002 - December 2005
Skills
Business Intelligence, ETL, Microsoft SQL Server, Databases, SSIS, SSRS, Visio, Informatica, Analysis Services, Telecommunications, Enterprise Architecture, PL/SQL, Agile Methodologies, Data Warehousing, Database Design, Integration, SDLC, T-SQL, Management, Oracle, Requirements Analysis, SQL, Software Project..., Solution Architecture
Education
University of Greenwich 2004 — 2005
MSc Distributed Computing System, Data Warehouse, Business Intelligence, Data Mining, Software Engineering, Project Management
University of Ghana 1996 — 1996
Bacholor, Computer Science and Statistics
Accenture 2015 - Present
Lift361 February 2014 - January 2015
NECC LV7 January 2012 - January 2015
American Credit Acceptance August 2013 - February 2014
Wells Fargo January 2013 - June 2013
American Tire Distributors January 2012 - January 2013
Accenture September 2007 - July 2011
Ness Technologies November 2006 - May 2007
Tekmark Global Solutions January 2006 - October 2006
Nokia Mobile Phones February 2002 - December 2005
Skills
Business Intelligence, ETL, Microsoft SQL Server, Databases, SSIS, SSRS, Visio, Informatica, Analysis Services, Telecommunications, Enterprise Architecture, PL/SQL, Agile Methodologies, Data Warehousing, Database Design, Integration, SDLC, T-SQL, Management, Oracle, Requirements Analysis, SQL, Software Project..., Solution Architecture
Education
University of Greenwich 2004 — 2005
MSc Distributed Computing System, Data Warehouse, Business Intelligence, Data Mining, Software Engineering, Project Management
University of Ghana 1996 — 1996
Bacholor, Computer Science and Statistics
Bruno Vaghela's Wells Fargo Experience January 2015 - Present
Job VP Digital Program Management Office Consumer Financial Services at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2015 - Present
Wells Fargo January 2012 - January 2015
Wells Fargo February 2010 - January 2012
Wells Fargo April 2008 - January 2010
IT Consulting, INC January 2007 - April 2008
Third Pillar Systems October 2005 - January 2007
Oracle May 2000 - October 2005
Oracle September 1998 - April 2000
British Petroleum May 1996 - September 1997
Skills
CRM, Enterprise Architecture, Strategy, Process Improvement, Leadership, Digital Strategy, Management, Outsourcing, Vendor Management, Program Management, Software Project..., Enterprise Software, Contract Negotiation, Software Development, Project Delivery, SDLC, Business Analysis, Business Strategy, Salesforce.com, Product Management, Budgets, Business Process, Information Technology, Vendor Relations, Budget Management, Contract Negotiations, Strategy Development, CRM software, Offshore Software..., Application Development, Internet Infrastructure, Mobile Technology, SaaS, PaaS, Mobile Payments
Education
University of San Francisco - Masagung Graduate School of Management 2008 — 2010
MBA, Management
University of Hertfordshire 1994 — 1998
Bachelor of Science with Honors, Computer Science
London School of Flying 1994 — 1994
Private Pilots License
Wells Fargo January 2015 - Present
Wells Fargo January 2012 - January 2015
Wells Fargo February 2010 - January 2012
Wells Fargo April 2008 - January 2010
IT Consulting, INC January 2007 - April 2008
Third Pillar Systems October 2005 - January 2007
Oracle May 2000 - October 2005
Oracle September 1998 - April 2000
British Petroleum May 1996 - September 1997
Skills
CRM, Enterprise Architecture, Strategy, Process Improvement, Leadership, Digital Strategy, Management, Outsourcing, Vendor Management, Program Management, Software Project..., Enterprise Software, Contract Negotiation, Software Development, Project Delivery, SDLC, Business Analysis, Business Strategy, Salesforce.com, Product Management, Budgets, Business Process, Information Technology, Vendor Relations, Budget Management, Contract Negotiations, Strategy Development, CRM software, Offshore Software..., Application Development, Internet Infrastructure, Mobile Technology, SaaS, PaaS, Mobile Payments
Education
University of San Francisco - Masagung Graduate School of Management 2008 — 2010
MBA, Management
University of Hertfordshire 1994 — 1998
Bachelor of Science with Honors, Computer Science
London School of Flying 1994 — 1994
Private Pilots License
Patsy Alejado's Wells Fargo Experience December 2002 - April 2006
Job
Industry Higher Education
Experience
University of California - Office of the President December 2011 - Present
HSBC Bank, NA April 2006 - August 2011
Wells Fargo December 2002 - April 2006
DHL July 1997 - December 2002
Kaiser Permanente June 1981 - April 1997
Skills
Employee Relations, Human Resources, Organizational..., Performance Management, Policy, Change Management, Consulting, HRIS, Leadership, Leadership Development, Management, Onboarding, Personnel Management, Project Management, Project Planning, Recruiting, Strategy, Succession Planning, Talent Acquisition, Talent Management, Team Building, Workforce Planning
Education
University of Phoenix 1993 — 1997
Master’s Degree
University of Hawaii-West Oahu 1980 — 1991
BA
University of California - Office of the President December 2011 - Present
HSBC Bank, NA April 2006 - August 2011
Wells Fargo December 2002 - April 2006
DHL July 1997 - December 2002
Kaiser Permanente June 1981 - April 1997
Skills
Employee Relations, Human Resources, Organizational..., Performance Management, Policy, Change Management, Consulting, HRIS, Leadership, Leadership Development, Management, Onboarding, Personnel Management, Project Management, Project Planning, Recruiting, Strategy, Succession Planning, Talent Acquisition, Talent Management, Team Building, Workforce Planning
Education
University of Phoenix 1993 — 1997
Master’s Degree
University of Hawaii-West Oahu 1980 — 1991
BA
Thom Kam's Wells Fargo Experience May 2013 - January 2014
Job User Experience Architect / Sr Interaction Designer at Wells Fargo
Industry Internet
Experience
Wells Fargo May 2013 - January 2014
Havas Worldwide October 2012 - April 2013
SocialChorus April 2012 - October 2012
Eruro RSCG October 2011 - April 2012
MRM Worldwide December 2006 - September 2011
Momentum Worldwide 2005 - 2007
IM-resource 1997 - 2007
Donovan/Green 1994 - 1997
Scholastic 1990 - 1993
Skills
Information Architecture, Information Design, User Experience, Web Design, CMS, Experience Design, Prototyping, User Interface, Usability Design, Heuristic Evaluation, Website Development, Accessibility, Usability Testing, User Interface Design, Usability Engineering, Content Strategy, Digital Strategy, Interaction Design, Mobile Applications, Customer Experience..., Persona, User Scenarios, Flash, Mobile Devices, User-centered Design, Site Maps, Creative Direction, Web Applications, User Experience Design
Education
President McKinley High School
University of Hawaii at Manoa
Wells Fargo May 2013 - January 2014
Havas Worldwide October 2012 - April 2013
SocialChorus April 2012 - October 2012
Eruro RSCG October 2011 - April 2012
MRM Worldwide December 2006 - September 2011
Momentum Worldwide 2005 - 2007
IM-resource 1997 - 2007
Donovan/Green 1994 - 1997
Scholastic 1990 - 1993
Skills
Information Architecture, Information Design, User Experience, Web Design, CMS, Experience Design, Prototyping, User Interface, Usability Design, Heuristic Evaluation, Website Development, Accessibility, Usability Testing, User Interface Design, Usability Engineering, Content Strategy, Digital Strategy, Interaction Design, Mobile Applications, Customer Experience..., Persona, User Scenarios, Flash, Mobile Devices, User-centered Design, Site Maps, Creative Direction, Web Applications, User Experience Design
Education
President McKinley High School
University of Hawaii at Manoa
Alex Stroup's Wells Fargo Experience July 2001 - February 2006
Job Vice President, Product Manager Mobile Banking at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase May 2014 - Present
JPMorgan Chase March 2011 - May 2014
JPMorgan Chase October 2008 - March 2011
Washington Mutual June 2008 - October 2008
Washington Mutual November 2006 - June 2008
MousePlanet, Inc. 2002 - 2007
Wells Fargo July 2001 - February 2006
Skills
Business Analysis, Microsoft Office, SDLC, Online User Experience, User Interface, Business Requirements, Requirements Analysis, Analytics, Organizational..., User Experience
Education
University of Hawaii at Manoa 1996 — 1998
MLIS, Library Science
University of Washington 1992 — 1996
BA, History
JPMorgan Chase May 2014 - Present
JPMorgan Chase March 2011 - May 2014
JPMorgan Chase October 2008 - March 2011
Washington Mutual June 2008 - October 2008
Washington Mutual November 2006 - June 2008
MousePlanet, Inc. 2002 - 2007
Wells Fargo July 2001 - February 2006
Skills
Business Analysis, Microsoft Office, SDLC, Online User Experience, User Interface, Business Requirements, Requirements Analysis, Analytics, Organizational..., User Experience
Education
University of Hawaii at Manoa 1996 — 1998
MLIS, Library Science
University of Washington 1992 — 1996
BA, History
Sam Bullard's Wells Fargo Experience 1995 - Present
Job Managing Director and Senior Economist at Wells Fargo
Industry Financial Services
Experience
Wachovia Corporation EconomistWachovia Securities1995 - Present
Wells Fargo 1995 - Present
Skills
Financial Modeling
Education
Wake Forest University 2004 — 2006
MBA
Wake Forest University School of Business 2004 — 2006
MBA
University of Georgia - Terry College of Business 1990 — 1994
Wachovia Corporation EconomistWachovia Securities1995 - Present
Wells Fargo 1995 - Present
Skills
Financial Modeling
Education
Wake Forest University 2004 — 2006
MBA
Wake Forest University School of Business 2004 — 2006
MBA
University of Georgia - Terry College of Business 1990 — 1994
Mario Arace's Wells Fargo Experience August 2015 - Present
Job Senior Investment Strategist at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo August 2015 - Present
Societe Generale 2012 - 2015
Citigroup 2010 - 2012
HSBC Securities 2004 - 2010
J.P. Morgan 2003 - 2004
GFI Group 2000 - 2003
Tullett Prebon 1998 - 2000
GFI Group 1992 - 1998
Skills
Series 7, Series 24, Series 63, Series 9, series 10, series 55, Equities, European Equities, LATAM Equities, ADR/ORD Arbitrage, U.S. Equities, Securities, Trading, Electronic Trading, Global Markets, Emerging Markets, CEMEA, Hedge Funds, Capital Markets, Equity Trading, Fixed Income, Bloomberg, Options, FINRA, Derivatives, Financial Markets
Education
University of Maryland College Park 1986 — 1989
Bachelor of Arts (B.A.), Political Science and Government
University of Hartford 1984 — 1986
AA, Economics
Livingston High School 1981 — 1984
Wells Fargo August 2015 - Present
Societe Generale 2012 - 2015
Citigroup 2010 - 2012
HSBC Securities 2004 - 2010
J.P. Morgan 2003 - 2004
GFI Group 2000 - 2003
Tullett Prebon 1998 - 2000
GFI Group 1992 - 1998
Skills
Series 7, Series 24, Series 63, Series 9, series 10, series 55, Equities, European Equities, LATAM Equities, ADR/ORD Arbitrage, U.S. Equities, Securities, Trading, Electronic Trading, Global Markets, Emerging Markets, CEMEA, Hedge Funds, Capital Markets, Equity Trading, Fixed Income, Bloomberg, Options, FINRA, Derivatives, Financial Markets
Education
University of Maryland College Park 1986 — 1989
Bachelor of Arts (B.A.), Political Science and Government
University of Hartford 1984 — 1986
AA, Economics
Livingston High School 1981 — 1984
Hope Hipskind's Wells Fargo Experience June 2013 - Present
Job Operations Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
Wells Fargo Bank December 2011 - Present
Wells Fargo Bank April 2010 - Present
Wachovia, A Wells Fargo Company August 2007 - March 2010
Wachovia July 2005 - July 2007
World Savings 1984 - July 2007
World Savings 1982 - 1984
World Savings October 1980 - March 1982
Skills
Management, Purchasing, Procurement, Human Resources, Microsoft Excel, Business Analysis, Access, Microsoft Word, Portfolio Management, Marketing Strategy, Telecommunications, Product Marketing, Business Process..., Forecasting, Cross-functional Team...
Education
University of Hawaii at Manoa
Wells Fargo June 2013 - Present
Wells Fargo Bank December 2011 - Present
Wells Fargo Bank April 2010 - Present
Wachovia, A Wells Fargo Company August 2007 - March 2010
Wachovia July 2005 - July 2007
World Savings 1984 - July 2007
World Savings 1982 - 1984
World Savings October 1980 - March 1982
Skills
Management, Purchasing, Procurement, Human Resources, Microsoft Excel, Business Analysis, Access, Microsoft Word, Portfolio Management, Marketing Strategy, Telecommunications, Product Marketing, Business Process..., Forecasting, Cross-functional Team...
Education
University of Hawaii at Manoa
Kevin Crenny's Wells Fargo Experience June 2003 - March 2010
Job Business Analytics, Manager
Industry Banking
Experience
Genworth Mortgage Insurance March 2010 - Present
Wells Fargo June 2003 - March 2010
Ravisent Technologies 2000 - 2002
Unisys 1998 - 1999
Lanier 1997 - 1998
Skills
Banking, Forecasting, Credit, SAS, Segmentation, Program Management, Risk Management, Business Process, Portfolio Management, Credit Risk, Analysis, Financial Risk, Loans, Business Intelligence, Data Analysis, Access, Financial Analysis, Analytics, Business Analysis, Strategy, Underwriting, Business Analytics, SAS programming, Financial Services, Financial Modeling, Business Development, Predictive Modeling, Training, Databases
Education
West Chester University of Pennsylvania 2003 — 2005
MBA, Economics and Finance
University of Georgia - Terry College of Business 1993 — 1997
BBA, Accounting
Instituto Model Saint 1991 — 1992
Latin American Studies
Genworth Mortgage Insurance March 2010 - Present
Wells Fargo June 2003 - March 2010
Ravisent Technologies 2000 - 2002
Unisys 1998 - 1999
Lanier 1997 - 1998
Skills
Banking, Forecasting, Credit, SAS, Segmentation, Program Management, Risk Management, Business Process, Portfolio Management, Credit Risk, Analysis, Financial Risk, Loans, Business Intelligence, Data Analysis, Access, Financial Analysis, Analytics, Business Analysis, Strategy, Underwriting, Business Analytics, SAS programming, Financial Services, Financial Modeling, Business Development, Predictive Modeling, Training, Databases
Education
West Chester University of Pennsylvania 2003 — 2005
MBA, Economics and Finance
University of Georgia - Terry College of Business 1993 — 1997
BBA, Accounting
Instituto Model Saint 1991 — 1992
Latin American Studies
Howard Gluck's Wells Fargo Experience June 1998 - November 1999
Job Experienced Senior Project manager Telecom, Software
Industry Telecommunications
Experience
Renaissance November 2001 - February 2008
Unsurface 2000 - 2001
Egreetings 2000 - 2001
Pilot Network Services 1999 - 2000
Wells Fargo June 1998 - November 1999
AT&T 1981 - 1998
USN 1978 - 1980
Skills
Telecommunications, SDLC, Problem Solving, Quality Assurance, Product Management, Team Leadership, Process Improvement, Customer Service, Troubleshooting, Product Development, Cross-functional Team..., Business Analysis, Integration, Business Process, Operations Management, MS Project, Excel, Access, Leadership, VoIP, Project Management, Microsoft Excel, Business Development, Software Development
Education
University of Phoenix 1996 — 1998
Computer Science
University of Hawaii at Manoa 1977 — 1979
History
San Jose City College
Renaissance November 2001 - February 2008
Unsurface 2000 - 2001
Egreetings 2000 - 2001
Pilot Network Services 1999 - 2000
Wells Fargo June 1998 - November 1999
AT&T 1981 - 1998
USN 1978 - 1980
Skills
Telecommunications, SDLC, Problem Solving, Quality Assurance, Product Management, Team Leadership, Process Improvement, Customer Service, Troubleshooting, Product Development, Cross-functional Team..., Business Analysis, Integration, Business Process, Operations Management, MS Project, Excel, Access, Leadership, VoIP, Project Management, Microsoft Excel, Business Development, Software Development
Education
University of Phoenix 1996 — 1998
Computer Science
University of Hawaii at Manoa 1977 — 1979
History
San Jose City College
Jason Frank's Wells Fargo Experience 2002 - 2003
Job Vice President Commercial Real Estate Division Relationship Manager at BrandBank (GA)
Industry Real Estate
Experience
BrandBank (GA) June 2014 - Present
Regions Bank October 2003 - June 2014
Wells Fargo 2002 - 2003
Skills
Loans, Real Estate, Underwriting, Real Estate Financing, Business Development, Commercial Lending, Financial Analysis, Construction Loans, Credit, Mergers & Acquisitions, Loan Origination, Real Estate Economics, Banking, Sales, Leadership, Portfolio Management, Credit Analysis, Management, Investment Properties, Commercial Banking, Commercial Real Estate, Real Estate Development, Contract Negotiation
Education
University of Georgia - Terry College of Business 1998 — 2002
BrandBank (GA) June 2014 - Present
Regions Bank October 2003 - June 2014
Wells Fargo 2002 - 2003
Skills
Loans, Real Estate, Underwriting, Real Estate Financing, Business Development, Commercial Lending, Financial Analysis, Construction Loans, Credit, Mergers & Acquisitions, Loan Origination, Real Estate Economics, Banking, Sales, Leadership, Portfolio Management, Credit Analysis, Management, Investment Properties, Commercial Banking, Commercial Real Estate, Real Estate Development, Contract Negotiation
Education
University of Georgia - Terry College of Business 1998 — 2002
Ben Peden's Wells Fargo Experience January 2003 - January 2004
Job CPA Centric Sr. District Manager
Industry Outsourcing/Offshoring
Experience
ADP : HR BPO June 2015 - Present
ADP TotalSource February 2004 - Present
Wells Fargo January 2003 - January 2004
Skills
ADP Payroll, Time & Attendance, Employee Benefits, Salesforce.com, Cold Calling, PEO, Payroll, Sales Process, Benefits Administration, 401k, Account Management, Solution Selling, Strategic Selling, Direct Sales, Sales Management
Education
University of Georgia - Terry College of Business 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance and Psycology
The Lovett School 1994 — 1998
.
ADP : HR BPO June 2015 - Present
ADP TotalSource February 2004 - Present
Wells Fargo January 2003 - January 2004
Skills
ADP Payroll, Time & Attendance, Employee Benefits, Salesforce.com, Cold Calling, PEO, Payroll, Sales Process, Benefits Administration, 401k, Account Management, Solution Selling, Strategic Selling, Direct Sales, Sales Management
Education
University of Georgia - Terry College of Business 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance and Psycology
The Lovett School 1994 — 1998
.
Randy Lee's Wells Fargo Experience May 1999 - Present
Job SVP Financial Officer, Wells Fargo Bank
Industry Banking
Experience
Wells Fargo May 1999 - Present
Wells Fargo Bank May 1995 - May 1999
Wells Fargo January 1994 - April 1995
Wells Fargo January 1991 - December 1993
Skills
Credit, Mortgage Lending, Commercial Banking, Software Development, Portfolio Management, Contract Negotiation, Mergers, MIS, Financial Analysis, Strategy, Mergers & Acquisitions
Education
University of Washington, Michael G. Foster School of Business 1988 — 1989
MBA, Finance and Economics
University of Hawaii - Shidler College of Business 1979 — 1983
Management
Punahou High School 1976 — 1980
Diploma
Wells Fargo May 1999 - Present
Wells Fargo Bank May 1995 - May 1999
Wells Fargo January 1994 - April 1995
Wells Fargo January 1991 - December 1993
Skills
Credit, Mortgage Lending, Commercial Banking, Software Development, Portfolio Management, Contract Negotiation, Mergers, MIS, Financial Analysis, Strategy, Mergers & Acquisitions
Education
University of Washington, Michael G. Foster School of Business 1988 — 1989
MBA, Finance and Economics
University of Hawaii - Shidler College of Business 1979 — 1983
Management
Punahou High School 1976 — 1980
Diploma
Ben Cucuzza's Wells Fargo Experience May 2011 - Present
Job West End Richmond District Manager
Industry Banking
Experience
Wells Fargo May 2011 - Present
RepSouth May 2002 - August 2005
Richardson Audio May 1997 - May 2002
Skills
Credit, Loans, Sales Management, Banking, Sales, Consumer Lending, Marketing, Retail Banking, New Business Development, Account Management, Customer Service
Education
University of Georgia - Terry College of Business 1997 — 2001
BBA, Marketing
Wells Fargo May 2011 - Present
RepSouth May 2002 - August 2005
Richardson Audio May 1997 - May 2002
Skills
Credit, Loans, Sales Management, Banking, Sales, Consumer Lending, Marketing, Retail Banking, New Business Development, Account Management, Customer Service
Education
University of Georgia - Terry College of Business 1997 — 2001
BBA, Marketing
Joyce Arcilla's Wells Fargo Experience operation engineerwells fargo2000 - 2008
Job Business Systems Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo operation engineerwells fargo2000 - 2008
wells fargo 2000 - 2008
wells fargo 2000 - 2008
Education
University of Hawaii - Shidler College of Business 1991 — 1995
Wells Fargo operation engineerwells fargo2000 - 2008
wells fargo 2000 - 2008
wells fargo 2000 - 2008
Education
University of Hawaii - Shidler College of Business 1991 — 1995
Michelle Pleasant (Rivera)'s Wells Fargo Experience June 1996 - Present
Job Vice President, Information Services Technology at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 1996 - Present
Wachovia Bank June 1996 - December 2010
University of Georgia 1994 - 1996
Skills
Banking, Risk Management, Business Analysis, SDLC, Wealth Management, Project Management, Communication Skills, Relationship Management, Business Process..., Portfolio Management, Requirements Analysis, Financial Analysis, Vendor Management, Financial Services, Enterprise Architecture, Process Improvement, IT Strategy, Strategy, Requirements Gathering, Analytics, Visio, Program Management, CRM, Business Process, Cross-functional Team...
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
MBA - Plus, Finance & Commercial Banking
University of Georgia - Terry College of Business 1994 — 1996
MBA, Information Systems & Human Resources
University of Miami 1990 — 1994
New World School of the Arts
Wells Fargo June 1996 - Present
Wachovia Bank June 1996 - December 2010
University of Georgia 1994 - 1996
Skills
Banking, Risk Management, Business Analysis, SDLC, Wealth Management, Project Management, Communication Skills, Relationship Management, Business Process..., Portfolio Management, Requirements Analysis, Financial Analysis, Vendor Management, Financial Services, Enterprise Architecture, Process Improvement, IT Strategy, Strategy, Requirements Gathering, Analytics, Visio, Program Management, CRM, Business Process, Cross-functional Team...
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
MBA - Plus, Finance & Commercial Banking
University of Georgia - Terry College of Business 1994 — 1996
MBA, Information Systems & Human Resources
University of Miami 1990 — 1994
New World School of the Arts
Stephanie Traywick's Wells Fargo Experience 2000 - 2002
Job Workers compensation and executive liability underwriter
Industry Insurance
Experience
PMC Insurance Group August 2013 - Present
Executive liability for Chartis insurance June 2008 - July 2013
Myers Park Mortgage 2008 - 2008
FNBA 2006 - 2007
GreenPoint Mortgage 2005 - 2006
Reliant Mortgage 2001 - 2003
Wells Fargo 2000 - 2002
Skills
Mortgage Lending, Credit, FHA, Loan Origination, Underwriting
Education
University of Hartford 1996 — 2000
bachelor of science, geriatrics and human services
University of Hartford 1996 — 2000
diploma
peabody veterans memorial high school 1992 — 1996
diploma
PMC Insurance Group August 2013 - Present
Executive liability for Chartis insurance June 2008 - July 2013
Myers Park Mortgage 2008 - 2008
FNBA 2006 - 2007
GreenPoint Mortgage 2005 - 2006
Reliant Mortgage 2001 - 2003
Wells Fargo 2000 - 2002
Skills
Mortgage Lending, Credit, FHA, Loan Origination, Underwriting
Education
University of Hartford 1996 — 2000
bachelor of science, geriatrics and human services
University of Hartford 1996 — 2000
diploma
peabody veterans memorial high school 1992 — 1996
diploma
David Sisom's Wells Fargo Experience November 2002 - Present
Job Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2002 - Present
Skills
Commercial Mortgages, Due Diligence, Credit, Asset Management, CMBS, Loans, Loan Servicing, Asset Managment, Real Estate Economics, Mortgage Lending, Capital Markets, Portfolio Management
Education
University of Georgia - Terry College of Business 1987 — 1991
Wells Fargo November 2002 - Present
Skills
Commercial Mortgages, Due Diligence, Credit, Asset Management, CMBS, Loans, Loan Servicing, Asset Managment, Real Estate Economics, Mortgage Lending, Capital Markets, Portfolio Management
Education
University of Georgia - Terry College of Business 1987 — 1991
Jeremy O'Pry's Wells Fargo Experience August 2013 - Present
Job Experienced Banking Operations/Financial Services Professional
Industry Banking
Experience
Wells Fargo August 2013 - Present
SunTrust July 2011 - August 2013
SunTrust January 2007 - July 2011
HomeBanc Mortgage August 2005 - January 2007
Wells Fargo March 2003 - August 2005
Skills
Banking, Credit, Operational Risk, Management, Leadership Development, Staff Development, Employee Training, Change Management, Reporting & Analysis, Collaborative Problem..., Financial Analysis, Mortgage Lending, Mortgage Underwriting, Consumer Lending
Education
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo August 2013 - Present
SunTrust July 2011 - August 2013
SunTrust January 2007 - July 2011
HomeBanc Mortgage August 2005 - January 2007
Wells Fargo March 2003 - August 2005
Skills
Banking, Credit, Operational Risk, Management, Leadership Development, Staff Development, Employee Training, Change Management, Reporting & Analysis, Collaborative Problem..., Financial Analysis, Mortgage Lending, Mortgage Underwriting, Consumer Lending
Education
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Anh Gates's Wells Fargo Experience July 2011 - Present
Job Supply Chain Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2011 - Present
Bank of America December 2009 - July 2011
Bank of America April 2005 - December 2009
Bank of America April 2003 - April 2004
Skills
Vendor Management, Training, Supply Chain, Strategic Sourcing, Sourcing, Risk Management, Recruiting, Negotiation, Banking, Contract Negotiation, Enterprise Software, Investment Banking, Management, Outsourcing, Process Improvement
Education
Western State University College of Law 1996 — 2000
Juris Doctorate, Law
University of North Carolina at Chapel Hill 1992 — 1996
BA, Political Science
University of Hawai'i at Manoa - William S. Richardson School of Law
Law
Wells Fargo July 2011 - Present
Bank of America December 2009 - July 2011
Bank of America April 2005 - December 2009
Bank of America April 2003 - April 2004
Skills
Vendor Management, Training, Supply Chain, Strategic Sourcing, Sourcing, Risk Management, Recruiting, Negotiation, Banking, Contract Negotiation, Enterprise Software, Investment Banking, Management, Outsourcing, Process Improvement
Education
Western State University College of Law 1996 — 2000
Juris Doctorate, Law
University of North Carolina at Chapel Hill 1992 — 1996
BA, Political Science
University of Hawai'i at Manoa - William S. Richardson School of Law
Law
Adam Workman's Wells Fargo Experience January 2013 - April 2015
Job Vice President and Trust Advisor with Private Wealth Management at Regions
Industry Banking
Experience
Regions Financial Corporation April 2015 - Present
Wells Fargo January 2013 - April 2015
Wachovia Bank September 2004 - January 2013
Fleet Bank September 2000 - September 2004
SunTrust Bank May 1997 - September 2000
Bankers Trust Company July 1986 - May 1997
Skills
Banking, Relationship Management..., Estate Planning, Management, Wealth, Trusts, Investments, Risk Management, Financial Analysis, Financial Services, Asset Allocation, Mutual Funds, Retirement Planning, Wealth Management, Finance, High Net Worth..., Wealth Management...
Education
University of Hartford 1981 — 1984
Bachelor of Science (B.S.), Economics and Finance
Regions Financial Corporation April 2015 - Present
Wells Fargo January 2013 - April 2015
Wachovia Bank September 2004 - January 2013
Fleet Bank September 2000 - September 2004
SunTrust Bank May 1997 - September 2000
Bankers Trust Company July 1986 - May 1997
Skills
Banking, Relationship Management..., Estate Planning, Management, Wealth, Trusts, Investments, Risk Management, Financial Analysis, Financial Services, Asset Allocation, Mutual Funds, Retirement Planning, Wealth Management, Finance, High Net Worth..., Wealth Management...
Education
University of Hartford 1981 — 1984
Bachelor of Science (B.S.), Economics and Finance
Brian Belcher's Wells Fargo Experience January 2008 - Present
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2008 - Present
Royal Bank of Scotland 2006 - 2007
Citibank 2005 - 2007
GE 2004 - 2005
Certegy 2004 - 2005
First Union 2001 - 2002
Skills
Risk Analytics, Scoring, Operations Management, Mortgage, Customer Relations
Education
University of Hawaii at Manoa 1984 — 1989
BS, Economics and Political Science
FVHS 1980 — 1984
Gen Studies, General Studies
Wells Fargo January 2008 - Present
Royal Bank of Scotland 2006 - 2007
Citibank 2005 - 2007
GE 2004 - 2005
Certegy 2004 - 2005
First Union 2001 - 2002
Skills
Risk Analytics, Scoring, Operations Management, Mortgage, Customer Relations
Education
University of Hawaii at Manoa 1984 — 1989
BS, Economics and Political Science
FVHS 1980 — 1984
Gen Studies, General Studies
Oliver Nance's Wells Fargo Experience August 2010 - November 2010
Job Business Sales Consultant at Wells Fargo Merchant Services
Industry Financial Services
Experience
Wells Fargo Merchant Services November 2010 - Present
Wells Fargo August 2010 - November 2010
Wells Fargo Financial July 2006 - August 2010
Skills
Loan Origination, Loans, Mortgage Banking, Credit Analysis, Credit, Banking, Mortgage Lending, Small Business Lending, Consumer Lending
Education
University of Georgia - Terry College of Business 1999 — 2005
Wells Fargo Merchant Services November 2010 - Present
Wells Fargo August 2010 - November 2010
Wells Fargo Financial July 2006 - August 2010
Skills
Loan Origination, Loans, Mortgage Banking, Credit Analysis, Credit, Banking, Mortgage Lending, Small Business Lending, Consumer Lending
Education
University of Georgia - Terry College of Business 1999 — 2005
Nurbek Ismailov's Wells Fargo Experience 2006 - 2007
Job Foreclosure Counselor at Homesteet Bank
Industry Law Practice
Experience
Quorum Review March 2007 - January 2012
Wells Fargo 2006 - 2007
Education
University of Great Falls 2004 — 2005
Paralegal Studies, Civil Law, 3.5
Quorum Review March 2007 - January 2012
Wells Fargo 2006 - 2007
Education
University of Great Falls 2004 — 2005
Paralegal Studies, Civil Law, 3.5
Robert Petcove's Wells Fargo Experience January 2001 - April 2005
Job Helping Companies Improve the Health of their organization
Industry Insurance
Experience
Arthur J. Gallagher and Co. April 2013 - Present
Advanced Benefit Advisors, Inc April 2005 - Present
Wells Fargo January 2001 - April 2005
Benefit Resources, Inc. June 1991 - January 2001
Skills
Strategic Planning, Coaching, Negotiation, Insurance, Mergers, Underwriting, Wellness Strategy &..., Employee Engagement, Strategy, Health Insurance, System Deployment, Employee Benefits, Benefits Administration, Human Resources, Wellness, Employee Benefit Plan..., Integrated Health..., Corporate Culture, Disability Insurance, Health Savings Accounts, Healthcare, Brokers, Life Insurance, Health Care Reform, Nonprofits, Benefits Design, Long-term Care, Employee Relations, Employee Wellness, Deferred Compensation, Outsourcing, HRIS, ERISA, Executive Management, 401k, Finance, Leadership, Team Building, Claim, Executive Pay, Investments, Management, Mergers & Acquisitions, COBRA, Retirement, Term Life Insurance
Education
University of Hartford 1987 — 1991
BS/BA, Insurance Underwriting
Pennington Prep 1985 — 1987
Arthur J. Gallagher and Co. April 2013 - Present
Advanced Benefit Advisors, Inc April 2005 - Present
Wells Fargo January 2001 - April 2005
Benefit Resources, Inc. June 1991 - January 2001
Skills
Strategic Planning, Coaching, Negotiation, Insurance, Mergers, Underwriting, Wellness Strategy &..., Employee Engagement, Strategy, Health Insurance, System Deployment, Employee Benefits, Benefits Administration, Human Resources, Wellness, Employee Benefit Plan..., Integrated Health..., Corporate Culture, Disability Insurance, Health Savings Accounts, Healthcare, Brokers, Life Insurance, Health Care Reform, Nonprofits, Benefits Design, Long-term Care, Employee Relations, Employee Wellness, Deferred Compensation, Outsourcing, HRIS, ERISA, Executive Management, 401k, Finance, Leadership, Team Building, Claim, Executive Pay, Investments, Management, Mergers & Acquisitions, COBRA, Retirement, Term Life Insurance
Education
University of Hartford 1987 — 1991
BS/BA, Insurance Underwriting
Pennington Prep 1985 — 1987
Shaleen Mahtani's Wells Fargo Experience September 2003 - Present
Job Branch Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2003 - Present
Skills
Leadership, Loans, Mortgage Banking, Management, Credit, Mortgage Lending, Loan Origination
Education
University of Georgia - Terry College of Business 1987 — 1991
Finance, Finance
Wells Fargo September 2003 - Present
Skills
Leadership, Loans, Mortgage Banking, Management, Credit, Mortgage Lending, Loan Origination
Education
University of Georgia - Terry College of Business 1987 — 1991
Finance, Finance
Julie LeBreton's Wells Fargo Experience 2006 - 2010
Job Senior Marketing Manager at American Express
Industry Marketing and Advertising
Experience
American Express August 2012 - Present
Campbell Soup Company June 2011 - August 2011
Wells Fargo 2006 - 2010
Skills
Financial Modeling, Business Strategy, Strategy, Financial Analysis, Management, Competitive Analysis, Marketing Strategy, Market Research, Marketing, Strategic Planning
Education
University of Virginia Darden School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2002 — 2006
BBA, Marketing
American Express August 2012 - Present
Campbell Soup Company June 2011 - August 2011
Wells Fargo 2006 - 2010
Skills
Financial Modeling, Business Strategy, Strategy, Financial Analysis, Management, Competitive Analysis, Marketing Strategy, Market Research, Marketing, Strategic Planning
Education
University of Virginia Darden School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2002 — 2006
BBA, Marketing
Steve Futoran's Wells Fargo Experience February 2008 - Present
Job Regional Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2008 - Present
AllianceBernstein 2007 - 2008
MFS Investment Management 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Series 63, Series 7, Mutual Funds, Separately Managed..., Asset Allocation, Series 66
Education
University of Hartford 1988 — 1992
Bachelor of Arts, Political Science
Wells Fargo February 2008 - Present
AllianceBernstein 2007 - 2008
MFS Investment Management 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Series 63, Series 7, Mutual Funds, Separately Managed..., Asset Allocation, Series 66
Education
University of Hartford 1988 — 1992
Bachelor of Arts, Political Science
Gregory E.B. Smith's Wells Fargo Experience 2003 - 2004
Job Managing Principal at RCA Real Estate & Alternative Investments
Industry Investment Management
Experience
Redwood Capital Alliance September 2006 - Present
THG Financial January 2012 - February 2014
Citi Group 2004 - 2005
Wells Fargo 2003 - 2004
Charles Schwab 2000 - 2003
Education
University of Hawaii at Manoa
University of San Francisco
Redwood Capital Alliance September 2006 - Present
THG Financial January 2012 - February 2014
Citi Group 2004 - 2005
Wells Fargo 2003 - 2004
Charles Schwab 2000 - 2003
Education
University of Hawaii at Manoa
University of San Francisco
Rob Bolnick's Wells Fargo Experience 2008 - Present
Job SVP Operations Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo 2008 - Present
Wells Fargo Home Mortgage 1991 - Present
Security Pacific Housing 1989 - 1991
Security Pacific Housing 1989 - 1991
Education
University of Hartford 1983 — 1987
Villanova University
MBA, Finance
Wells Fargo 2008 - Present
Wells Fargo Home Mortgage 1991 - Present
Security Pacific Housing 1989 - 1991
Security Pacific Housing 1989 - 1991
Education
University of Hartford 1983 — 1987
Villanova University
MBA, Finance
Alicia Greiner's Wells Fargo Experience November 2014 - Present
Job VOIP Technician at Wells Fargo
Industry Hospital & Health Care
Experience
Wells Fargo November 2014 - Present
TLC Vision April 2007 - December 2008
TLC Vision April 2006 - April 2007
US Navy June 1991 - May 2002
Skills
Strategic Planning, Team Building, Microsoft Excel, Leadership, Leadership Development, Budgets, Project Management, Healthcare, Customer Service, Process Improvement
Education
Webster University 2010 — 2015
Master of Business Administration (MBA)
University of Hawaii at Manoa
Computer Science
Wells Fargo November 2014 - Present
TLC Vision April 2007 - December 2008
TLC Vision April 2006 - April 2007
US Navy June 1991 - May 2002
Skills
Strategic Planning, Team Building, Microsoft Excel, Leadership, Leadership Development, Budgets, Project Management, Healthcare, Customer Service, Process Improvement
Education
Webster University 2010 — 2015
Master of Business Administration (MBA)
University of Hawaii at Manoa
Computer Science
Merrill Breland's Wells Fargo Experience February 2013 - Present
Job Wells Fargo, Relationship Manager
Industry Commercial Real Estate
Experience
Wells Fargo February 2013 - Present
Wells Fargo August 2012 - January 2013
Wells Fargo August 2010 - October 2012
Wells Fargo May 2009 - July 2010
Wachovia Securities, a Wells Fargo Company June 2007 - April 2009
Skills
Financial Modeling, Commercial Lending, Credit, Credit Analysis, Loans, Real Estate Economics, Real Estate, Loan Origination, Commercial Mortgages, Real Estate Financing, Commercial Real Estate, Real Estate Transactions, Loan Servicing, Mortgage Underwriting, Relationship Management, Underwriting, Portfolio Management, Mortgage Lending
Education
University of Georgia - Terry College of Business 2003 — 2006
B.B.A, Finance
Wells Fargo February 2013 - Present
Wells Fargo August 2012 - January 2013
Wells Fargo August 2010 - October 2012
Wells Fargo May 2009 - July 2010
Wachovia Securities, a Wells Fargo Company June 2007 - April 2009
Skills
Financial Modeling, Commercial Lending, Credit, Credit Analysis, Loans, Real Estate Economics, Real Estate, Loan Origination, Commercial Mortgages, Real Estate Financing, Commercial Real Estate, Real Estate Transactions, Loan Servicing, Mortgage Underwriting, Relationship Management, Underwriting, Portfolio Management, Mortgage Lending
Education
University of Georgia - Terry College of Business 2003 — 2006
B.B.A, Finance
Charles Gerding's Wells Fargo Experience
Job Regional Vice President at wells fargo
Industry Financial Services
Experience
wells fargo
Skills
Mortgage Lending, Mortgage Banking
Education
University of Georgia - Terry College of Business 1977 — 1982
MBA, Finance, Risk Management
wells fargo
Skills
Mortgage Lending, Mortgage Banking
Education
University of Georgia - Terry College of Business 1977 — 1982
MBA, Finance, Risk Management
Nicholas Carlson's Wells Fargo Experience June 2011 - September 2013
Job Transaction Supervisor Mergers & Acquisitions at UPS
Industry Financial Services
Experience
UPS March 2015 - Present
Electrafit, LLC February 2012 - Present
UPS October 2013 - February 2015
Wells Fargo June 2011 - September 2013
Wells Fargo July 2010 - June 2011
Skills
Financial Analysis, Finance, Banking, Analysis, Credit, Loans, Portfolio Management, Credit Analysis, Commercial Lending, Commercial Banking, Corporate Finance, Mergers & Acquisitions, Data Analysis, Financial Modeling
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Management
UPS March 2015 - Present
Electrafit, LLC February 2012 - Present
UPS October 2013 - February 2015
Wells Fargo June 2011 - September 2013
Wells Fargo July 2010 - June 2011
Skills
Financial Analysis, Finance, Banking, Analysis, Credit, Loans, Portfolio Management, Credit Analysis, Commercial Lending, Commercial Banking, Corporate Finance, Mergers & Acquisitions, Data Analysis, Financial Modeling
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Management
Cheryl Routson's Wells Fargo Experience February 2010 - September 2012
Job The Shopping Center Group
Industry Real Estate
Experience
The Shopping Center Group June 2015 - Present
State Bank & Trust Company October 2012 - June 2015
Wells Fargo February 2010 - September 2012
American Capital, Ltd. 2007 - November 2009
JPMorgan Chase Bank, N.A. 2004 - 2007
Education
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration, Marketing and Real Estate
The Shopping Center Group June 2015 - Present
State Bank & Trust Company October 2012 - June 2015
Wells Fargo February 2010 - September 2012
American Capital, Ltd. 2007 - November 2009
JPMorgan Chase Bank, N.A. 2004 - 2007
Education
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration, Marketing and Real Estate
Wendell Gu's Wells Fargo Experience December 2000 - July 2001
Job Consultant
Industry Financial Services
Experience
AlixPartners May 2011 - Present
Exar Corporation April 2009 - August 2009
Hifn May 2006 - April 2009
Mercury Interactive October 2005 - April 2006
Kaiser Permanente IT January 2005 - September 2005
Avantec Vascular November 2003 - March 2004
Amtrak November 2001 - March 2002
Wells Fargo December 2000 - July 2001
Education
University of Hawaii at Manoa 1995 — 2000
Bachelor, Finance
AlixPartners May 2011 - Present
Exar Corporation April 2009 - August 2009
Hifn May 2006 - April 2009
Mercury Interactive October 2005 - April 2006
Kaiser Permanente IT January 2005 - September 2005
Avantec Vascular November 2003 - March 2004
Amtrak November 2001 - March 2002
Wells Fargo December 2000 - July 2001
Education
University of Hawaii at Manoa 1995 — 2000
Bachelor, Finance
Nico Kahle's Wells Fargo Experience 2009 - 2013
Job Senior Product Sales Specialist at Chase Paymentech
Industry Financial Services
Experience
Chase Paymentech March 2015 - Present
Heartland Payment Systems May 2014 - March 2015
Wells Fargo 2009 - 2013
Wells Fargo 2007 - 2009
Skills
Customer Service, Loans, Commercial Banking, Sales, Banking, Team Building, Credit, Marketing Strategy, Financial Analysis
Education
Universität Hamburg 1991 — 1995
Chase Paymentech March 2015 - Present
Heartland Payment Systems May 2014 - March 2015
Wells Fargo 2009 - 2013
Wells Fargo 2007 - 2009
Skills
Customer Service, Loans, Commercial Banking, Sales, Banking, Team Building, Credit, Marketing Strategy, Financial Analysis
Education
Universität Hamburg 1991 — 1995
Beverly Bruhns's Wells Fargo Experience September 2014 - Present
Job Wholesale Data Management Services
Industry Information Technology and Services
Experience
Wells Fargo September 2014 - Present
Bank of America October 2013 - July 2014
Duke Energy Corporation April 2013 - September 2013
Bank of America March 2012 - April 2013
Wachovia, A Wells Fargo Company June 2010 - January 2012
Wachovia, A Wells Fargo Company July 2005 - June 2010
Wachovia July 2002 - July 2005
Wachovia February 2002 - July 2002
Bank of America October 2000 - November 2001
Bank of America April 1998 - October 2000
Skills
Project Management, Financial Forecasting, Project Facilitation, SharePoint, Business Process, Integration, Strategy, SDLC, Program Management, Management, Software Documentation, CRM, Data Warehousing, Business Analysis, Banking, Testing
Education
University of Hartford 1977 — 1982
BA-BS, Accounting, Business
Certified Public Accountant
CPA, Accounting, Auditing, Business Law
Wells Fargo September 2014 - Present
Bank of America October 2013 - July 2014
Duke Energy Corporation April 2013 - September 2013
Bank of America March 2012 - April 2013
Wachovia, A Wells Fargo Company June 2010 - January 2012
Wachovia, A Wells Fargo Company July 2005 - June 2010
Wachovia July 2002 - July 2005
Wachovia February 2002 - July 2002
Bank of America October 2000 - November 2001
Bank of America April 1998 - October 2000
Skills
Project Management, Financial Forecasting, Project Facilitation, SharePoint, Business Process, Integration, Strategy, SDLC, Program Management, Management, Software Documentation, CRM, Data Warehousing, Business Analysis, Banking, Testing
Education
University of Hartford 1977 — 1982
BA-BS, Accounting, Business
Certified Public Accountant
CPA, Accounting, Auditing, Business Law
Betsy Watts's Wells Fargo Experience 2007 - Present
Job at Wells Fargo Bank
Industry Commercial Real Estate
Experience
Wells Fargo Bank 2007 - Present
Wells Fargo 2007 - Present
Regions Bank 2004 - 2007
Education
University of Georgia - Terry College of Business 1998 — 2002
Finance
Wells Fargo Bank 2007 - Present
Wells Fargo 2007 - Present
Regions Bank 2004 - 2007
Education
University of Georgia - Terry College of Business 1998 — 2002
Finance
Richard Mitterling's Wells Fargo Experience 2005 - 2008
Job Owner, Resort Finance Consulting,LLC
Industry Financial Services
Experience
Resort Finance Consulting,LLC 2008 - Present
Wells Fargo 2005 - 2008
Textron Financial 1990 - 2004
Skills
Finance, Portfolio Management, Asset Based Lending, Credit, Commercial Lending, Banking, Loans, Restructuring, Credit Analysis, Asset Management, Management, Due Diligence, Real Estate, Underwriting, Strategic Planning, Commercial Real Estate, Executive Management, Financial Analysis, Mergers & Acquisitions, Sales, Investments, Negotiation, Leadership, Business Development
Education
Norwich University
BA
University of Hartford
MS
Resort Finance Consulting,LLC 2008 - Present
Wells Fargo 2005 - 2008
Textron Financial 1990 - 2004
Skills
Finance, Portfolio Management, Asset Based Lending, Credit, Commercial Lending, Banking, Loans, Restructuring, Credit Analysis, Asset Management, Management, Due Diligence, Real Estate, Underwriting, Strategic Planning, Commercial Real Estate, Executive Management, Financial Analysis, Mergers & Acquisitions, Sales, Investments, Negotiation, Leadership, Business Development
Education
Norwich University
BA
University of Hartford
MS
Debra Kashkin's Wells Fargo Experience November 2009 - March 2010
Job Branch Manager, VP at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2010 - Present
Wells Fargo November 2009 - March 2010
Wachovia Bank August 2006 - November 2009
Fortunoff August 2003 - August 2006
Bed Bath & Beyond January 2003 - August 2003
Prestige Gifts & China June 1991 - December 2002
Skills
Banking, Retail Banking, Branch Management, Retail Sales, Merchandising, Group Buying, Retail Category..., Sales Management, Coaching, Credit, Cross Selling, Customer Service, Management, Sales, Retail, Leadership
Education
University of Hartford 1987 — 1991
BS, Marketing
JPMorgan Chase April 2010 - Present
Wells Fargo November 2009 - March 2010
Wachovia Bank August 2006 - November 2009
Fortunoff August 2003 - August 2006
Bed Bath & Beyond January 2003 - August 2003
Prestige Gifts & China June 1991 - December 2002
Skills
Banking, Retail Banking, Branch Management, Retail Sales, Merchandising, Group Buying, Retail Category..., Sales Management, Coaching, Credit, Cross Selling, Customer Service, Management, Sales, Retail, Leadership
Education
University of Hartford 1987 — 1991
BS, Marketing
William K Shockley's Wells Fargo Experience May 2012 - Present
Job Senior Business Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2012 - Present
Morgan Stanley Smith Barney February 2010 - April 2012
SunTrust Bank 2006 - 2009
Capital City Bank Group, Inc. 2004 - 2006
Wachovia, A Wells Fargo Company 1998 - 2004
Merrill Lynch 1997 - 1998
Skills
Investments, Loans, Portfolio Management, Finance, Commercial Lending, Series 7, Asset Management, Strategic Planning, Financial Analysis, Commercial Banking, Management, Small Business Lending, Credit Analysis, Wealth Management, Mortgage Lending
Education
University of Georgia - Terry College of Business 1992 — 1996
BBA, International Finance
Wells Fargo May 2012 - Present
Morgan Stanley Smith Barney February 2010 - April 2012
SunTrust Bank 2006 - 2009
Capital City Bank Group, Inc. 2004 - 2006
Wachovia, A Wells Fargo Company 1998 - 2004
Merrill Lynch 1997 - 1998
Skills
Investments, Loans, Portfolio Management, Finance, Commercial Lending, Series 7, Asset Management, Strategic Planning, Financial Analysis, Commercial Banking, Management, Small Business Lending, Credit Analysis, Wealth Management, Mortgage Lending
Education
University of Georgia - Terry College of Business 1992 — 1996
BBA, International Finance
Matt Brinkley's Wells Fargo Experience September 1999 - January 2014
Job Senior Wealth Advisor, Raymond James Financial Services, Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. January 2014 - Present
Wells Fargo September 1999 - January 2014
BB&T November 2006 - December 2008
First Union 1999 - 2002
Skills
Private Banking, Wealth Management..., Commercial Lending, Lines Of Credit, Consumer Lending, Wealth Management, Loans, Mortgage Lending, Series 7, Real Estate Lending, Wealth, Retirement
Education
Canon Trust School 2004 — 2007
Certified Trust and Financial Advisor
University of Georgia - Terry College of Business 1987 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
Raymond James Financial Inc. January 2014 - Present
Wells Fargo September 1999 - January 2014
BB&T November 2006 - December 2008
First Union 1999 - 2002
Skills
Private Banking, Wealth Management..., Commercial Lending, Lines Of Credit, Consumer Lending, Wealth Management, Loans, Mortgage Lending, Series 7, Real Estate Lending, Wealth, Retirement
Education
Canon Trust School 2004 — 2007
Certified Trust and Financial Advisor
University of Georgia - Terry College of Business 1987 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
Lex Mayers's Wells Fargo Experience April 2013 - Present
Job Senior Vice President Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
SunTrust Bank April 2002 - April 2013
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Loans, Credit, Banking, Small Business Lending, Portfolio Management, Underwriting, Lines Of Credit, Credit Risk, Financial Analysis, Structured Finance, Financial Structuring, Business Development, Cash Management, Treasury Management, Sales
Education
University of Georgia - Terry College of Business 1989 — 1993
Redan Highschool
Redan Highschool
Wells Fargo April 2013 - Present
SunTrust Bank April 2002 - April 2013
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Loans, Credit, Banking, Small Business Lending, Portfolio Management, Underwriting, Lines Of Credit, Credit Risk, Financial Analysis, Structured Finance, Financial Structuring, Business Development, Cash Management, Treasury Management, Sales
Education
University of Georgia - Terry College of Business 1989 — 1993
Redan Highschool
Redan Highschool
Rhianna Gosnell's Wells Fargo Experience November 2008 - Present
Job Treasury Management Sales Analyst
Industry Banking
Experience
Wells Fargo November 2008 - Present
Skills
Cash Management, Banking, Cross Selling, ACH, Commercial Banking, Consumer Lending, Commercial Lending, Loans, Retail Banking, Relationship Management, Treasury Services, Financial Services, Portfolio Management, Deposits, Series 63, Series 6, Treasury Management, Small Business Lending, Sales, Credit Analysis, Credit
Education
University of Georgia - Terry College of Business
Wells Fargo November 2008 - Present
Skills
Cash Management, Banking, Cross Selling, ACH, Commercial Banking, Consumer Lending, Commercial Lending, Loans, Retail Banking, Relationship Management, Treasury Services, Financial Services, Portfolio Management, Deposits, Series 63, Series 6, Treasury Management, Small Business Lending, Sales, Credit Analysis, Credit
Education
University of Georgia - Terry College of Business
Vieta Kent's Wells Fargo Experience August 2010 - Present
Job CT/NY Market Sales Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2010 - Present
Wells Fargo July 1996 - August 2010
Skills
Credit Cards, B2B, Payments, Payment Card Processing, Mortgage Lending, Credit, Loans, Relationship Management, Underwriting, Cross Selling, Merchant Services, Banking, Sales Management, Direct Sales, Cold Calling, Leadership
Education
University of Hartford
Bachelor's degree, Accounting
Wells Fargo August 2010 - Present
Wells Fargo July 1996 - August 2010
Skills
Credit Cards, B2B, Payments, Payment Card Processing, Mortgage Lending, Credit, Loans, Relationship Management, Underwriting, Cross Selling, Merchant Services, Banking, Sales Management, Direct Sales, Cold Calling, Leadership
Education
University of Hartford
Bachelor's degree, Accounting
Harvey Chin's Wells Fargo Experience February 1990 - April 1993
Job
Industry Banking
Experience
Bank of America 1993 - 2007
Wells Fargo February 1990 - April 1993
Skills
Sales Management, Sales, Loans, Mortgage Lending, B2B, New Business Development, Loan Origination, Leadership, Retail, Management, Mortgage Banking, Selling, Account Management
Education
University of Hawaii at Manoa
Bachelors of Science, Electrical Engineering
Bank of America 1993 - 2007
Wells Fargo February 1990 - April 1993
Skills
Sales Management, Sales, Loans, Mortgage Lending, B2B, New Business Development, Loan Origination, Leadership, Retail, Management, Mortgage Banking, Selling, Account Management
Education
University of Hawaii at Manoa
Bachelors of Science, Electrical Engineering
Aaron Timmons's Wells Fargo Experience October 2009 - November 2010
Job Accountant at General Distributing Company
Industry Consumer Goods
Experience
General Distributing Company November 2010 - Present
Wells Fargo October 2009 - November 2010
Bennett Motors June 2006 - May 2009
Village Shoe Store January 2005 - June 2006
Skills
Cost Accounting, Microsoft Excel, Microsoft Word, Ten Key, Outlook, Financial Accounting, Communication
Education
University of Great Falls 2009 — 2011
Accounting
University of Great Falls 2002 — 2005
University of Montana 2001 — 2002
General Distributing Company November 2010 - Present
Wells Fargo October 2009 - November 2010
Bennett Motors June 2006 - May 2009
Village Shoe Store January 2005 - June 2006
Skills
Cost Accounting, Microsoft Excel, Microsoft Word, Ten Key, Outlook, Financial Accounting, Communication
Education
University of Great Falls 2009 — 2011
Accounting
University of Great Falls 2002 — 2005
University of Montana 2001 — 2002
Danielle Agcaoili's Wells Fargo Experience May 1995 - November 2010
Job Admin Asst and Sales Support at Royal State Insurance
Industry Insurance
Experience
Royal State Insurance March 2012 - Present
Honolulu HomeLoans December 2010 - March 2012
Wells Fargo May 1995 - November 2010
Skills
Customer Service, Outlook, Data Entry, Administrative..., Office Management
Education
University of Hawaii at Manoa
Bachelor’s Degree, Business Administration, Travel Industry Management
Royal State Insurance March 2012 - Present
Honolulu HomeLoans December 2010 - March 2012
Wells Fargo May 1995 - November 2010
Skills
Customer Service, Outlook, Data Entry, Administrative..., Office Management
Education
University of Hawaii at Manoa
Bachelor’s Degree, Business Administration, Travel Industry Management
James McLeroy's Wells Fargo Experience October 2008 - Present
Job Regional Commercial Auto Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2008 - Present
Wachovia Dealer Services May 1997 - October 2008
Wells Fargo June 1994 - April 1997
Wells Fargo May 1991 - May 1994
Skills
Portfolio Management, Commercial Banking, Banking, Credit, Loans, Commercial Lending, Loan Origination, Financial Services, Lines Of Credit, Consumer Lending
Education
University of Georgia - Terry College of Business 1976 — 1979
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo October 2008 - Present
Wachovia Dealer Services May 1997 - October 2008
Wells Fargo June 1994 - April 1997
Wells Fargo May 1991 - May 1994
Skills
Portfolio Management, Commercial Banking, Banking, Credit, Loans, Commercial Lending, Loan Origination, Financial Services, Lines Of Credit, Consumer Lending
Education
University of Georgia - Terry College of Business 1976 — 1979
Bachelor of Business Administration (BBA), Finance, General
emilyn asante's Wells Fargo Experience March 2010 - December 2010
Job
Industry Banking
Experience
Western Federal Credit Union February 2011 - April 2013
Wells Fargo March 2010 - December 2010
Standard Chartered Bank June 2002 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
University of Nottingham 2005 — 2006
Master of Science (MSc), International Business
University of Ghana
French Language and Literature
Western Federal Credit Union February 2011 - April 2013
Wells Fargo March 2010 - December 2010
Standard Chartered Bank June 2002 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
University of Nottingham 2005 — 2006
Master of Science (MSc), International Business
University of Ghana
French Language and Literature
Jacob Nagasawa's Wells Fargo Experience February 2014 - Present
Job Wells Fargo at Personal Banker
Industry Banking
Experience
Wells Fargo February 2014 - Present
Wells Fargo Bank April 2009 - February 2014
Skills
Banking, Customer Service, Financial Analysis, Microsoft Office, Risk Management, Accounting
Education
University of Hawaii at Manoa 2002 — 2004
Bachelor of Arts (B.A.), History
Wells Fargo February 2014 - Present
Wells Fargo Bank April 2009 - February 2014
Skills
Banking, Customer Service, Financial Analysis, Microsoft Office, Risk Management, Accounting
Education
University of Hawaii at Manoa 2002 — 2004
Bachelor of Arts (B.A.), History
Despo Pullaro's Wells Fargo Experience January 2005 - Present
Job customer service specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2005 - Present
Education
University of Hawaii-West Oahu 1996 — 2000
Wells Fargo January 2005 - Present
Education
University of Hawaii-West Oahu 1996 — 2000
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank