Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Barracuda International May 2014 - Present
Helix Energy Solutions Group March 2013 - February 2014
Houston Midtown Pharmacy July 2008 - October 2012
Wells Fargo July 2006 - July 2008
Wells Fargo January 2004 - July 2006
Wells Fargo January 2002 - January 2004
Wells Fargo June 1998 - January 2002
Skills
Microsoft Office Suite,..., Human Resources, Recruiting, Interviews, Employee Relations, Onboarding, Training, Sourcing, HRIS, Employee Benefits, Applicant Tracking..., New Hire Orientations, Leadership, Management, Temporary Placement, Screening
Education
University of Houston 1998 — 2004
Bachelor of Arts (BA), Organizational Communication, General
Grainger August 2014 - Present
HardBody Physique January 2012 - Present
DNS Jewelry Co November 2010 - July 2014
Wells Fargo October 2009 - August 2010
Skills
Sales, Coaching, Customer Service, Employee Relations, Microsoft Office, Management, Microsoft Word, Leadership Development, Recruiting, Human Resources, Team Building, Performance Management, Training, Microsoft Excel, Talent Acquisition, Strategic Planning, Leadership, Change Management, Employee Engagement, Online Marketing, Customer Satisfaction, Account Management, Retail, Cold Calling, Marketing, Social Networking, PowerPoint, Cold Calling Experience, Building Relationships, Networking, Success Driven, Money Management, CRM, Facebook, Time Management, Customer Retention, Sales Management, New Business Development
Education
University of Houston 2010 — 2014
Bachelor of Science (B.S.), Kinesiology and Exercise Science
JPMorgan Chase & Co. October 2014 - Present
Grainger February 2014 - October 2014
Dynasty Steel March 2008 - February 2014
Wells Fargo January 2006 - March 2008
Skills
Outside Sales, Building Relationships, Sales, Teaching, Organization, Microsoft Excel, Account Management, PowerPoint, Sales Prospecting, Prospecting New Clients, Cold Calling, Manufacturing, SAP CRM Technical, Sales Management, Direct Sales
Education
University of Houston
B.A., Economics
California Department of Justice August 2014 - Present
Subway February 2012 - December 2014
Golden 1 Credit Union December 2013 - July 2014
Subway October 2005 - January 2012
Wells Fargo August 2008 - August 2010
Skills
Business Strategy, Customer Service, Business Planning, New Business Development, Strategic Planning, Management, Team Management, Business Process..., Leadership, Team Building, Training, Recruiting, Strategy, Employee Relations, Analysis, Employee Training, Team Leadership, Project Management
Education
University of Hertfordshire 2011 — 2013
Masters of Business Administration, Business, Commendation
University of California Davis 2006 — 2011
Bachelor of Science, Economics
Capital One May 2014 - Present
Wells Fargo Retail Finance 2008 - Present
Wells Fargo August 2012 - May 2014
First National Bank Texas August 2007 - July 2008
Skills
Banking, Retail Banking, Management, Sales, Consumer Lending, Customer Service, Coaching, Credit, Customer Experience, Budgets, Cross Selling, Small Business Lending, Loans, Retail, Lines Of Credit, Merchant Services, Technical Support, Team Leadership, Team Building, Team Management, Teamwork, Team Motivation
Education
University of Houston 2002 — 2009
Bachelor's Degree
Wells Fargo January 2014 - September 2015
Wells Fargo Bank, N.A. September 2012 - January 2014
Perry Homes - A Trusted Texas Builder For Over 45 Years April 2010 - September 2012
Amegy Bank January 2006 - May 2009
David Weekley Homes June 2003 - December 2005
Skills
Sales Recruitment, College Recruiting, Recruitment Advertising, HRIS, Applicant Tracking..., Sourcing, Scheduling, New Hire Orientation, Offer Development, New Hire Orientations, Process Scheduler, Recruiting, Screening, Banking, Retail Banking, Financial Services, Training, Management, Onboarding
Education
University of Houston
Communications/Nutrition
Pretium Learning LLC January 2014 - Present
Wells Fargo January 2000 - Present
Skills
MS Word, Excel, PowerPoint, Publisher, Blackboard, Web design, SharePoint, Live Meeting, Microsoft Publisher, Microsoft Excel, Web Design, Microsoft Word, Marketing, Public Speaking, CRM, Banking, Training, Access
Education
Rice University 2011 — 2011
University of St. Thomas (TX) 1999 — 2001
MBA
University of Houston 1994 — 1998
BS
Kimball, Tirey & St. John August 2015 - Present
Pacific Premier Bank September 2013 - August 2015
Wells Fargo June 2009 - June 2013
University of Houston January 2006 - September 2009
Skills
Banking, Consumer Lending, Small Business Lending, Financial Analysis, Commercial Lending, Credit, Loans, Mortgage Lending, Loan Origination, Finance, Microsoft Excel, Customer Service, Deposits, Credit Analysis, Retail Banking, Retail, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Sales, Event Planning, Social Networking, Outlook, Marketing
Education
University of Houston 2004 — 2009
Bachelor's, Communications
University of Houston 2004 — 2009
Bachelor's of Communications, Broadcast Journalism
Haven Wealth Group April 2009 - Present
Haven Wealth Group April 2009 - Present
Wells Fargo December 1985 - April 2009
Education
University of Houston
BBA
Wells Fargo October 2006 - Present
Education
University of Houston 1989 — 1992
Wells Fargo April 2012 - Present
Ann Taylor June 2011 - April 2012
Burke Daniels Co., Inc. September 2009 - August 2011
Education
University of Houston 2011 — 2015
Business Administration and Management, General
William P. Clements High School
Cardinal Health March 2015 - Present
Cougar Investment Fund August 2014 - August 2015
JMFA October 2013 - March 2015
UBS May 2012 - September 2013
Chase May 2010 - April 2012
Wells Fargo February 2002 - April 2010
Skills
Financial Analysis, Portfolio Management, Investments, Financial Services, Finance, Financial Modeling, Valuation, Microsoft Excel, Banking, Corporate Finance, Mutual Funds, Credit, Consumer Lending, PowerPoint, Securities, Asset Allocation, Business Strategy, Loans, Bloomberg, Wealth Management, Financial Advisory, Insurance, Financial Statement..., Discounted Cash Flow, Cash Flow, DCF Valuation, ThomsonOne, Capital Markets, Derivatives, Retirement Planning, Microsoft Word, Capital IQ, SAP BI, SAP ERP, Equity Research
Education
University of Houston
Master of Business Administration (M.B.A.)
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Finance
Catholic Charities of the Archdiocese of Galveston-Houston March 2014 - Present
Law Offices of David C. Vuong & Associates June 2013 - Present
Hinds County Chancery Court June 2012 - August 2012
Mission First Legal Aid Office January 2012 - May 2012
Saigon Houston Radio, 900AM October 2010 - August 2011
Vietnamese Language and Cultural Center April 2004 - May 2011
Viethouse Media Inc. March 2010 - January 2011
Vietnam True Voice Radio June 2009 - July 2010
Wells Fargo August 2008 - June 2009
Skills
Bilingual, Vietnamese, Legal Writing, Legal Research, Public Speaking, Radio Host, Microsoft Office, LexisNexis Research, Westlaw, Legal Assistance, Family Law, Litigation, Corporate Law, Community Outreach, Civil Litigation, Mediation, Appeals, Immigration Law, Criminal Law, Courts, Immigration Issues, Lexis, Research, Editing
Education
Mississippi College School of Law 2011 — 2013
Doctor of Law (J.D.)
University of Houston 2005 — 2011
Bachelor of Arts (B.A.), Political Science
Athleta November 2014 - Present
Coach December 2009 - November 2014
Wells Fargo November 2008 - August 2009
Skills
Salesforce.com, Sales Management, Visual Merchandising, Spanish-speaking, Management, Leadership, Sales, Retail, Pricing, Fashion, Inventory Management, Time Management, Customer Satisfaction, Forecasting, Customer Experience, Retail Sales, Customer Retention, Customer Service, Merchandising
Education
University of Houston
Economics
PCI Security Standards Council December 2013 - Present
PCI Security Standards Council November 2012 - Present
PCI Security Standards Council August 2012 - November 2012
PCI Security Standards Council December 2011 - August 2012
PCI Security Standards Council July 2011 - December 2011
Trustwave December 2008 - July 2011
Lamar High School August 2006 - August 2007
Wells Fargo February 1999 - April 2006
Skills
Vulnerability Assessment, Information Security, PCI DSS, Security Audits, Information Security..., Payment Industry, CISSP, Security Awareness, Data Security, Security
Education
University of Houston 1998 — 2001
"BA", Communications - Advertising/PR
Cypress Creek High School 1993 — 1997
Wells Fargo January 2015 - Present
Barclays Investment Bank October 2013 - December 2014
Allied Group January 2013 - October 2013
The Situs Companies July 2010 - September 2012
The Bank of New York Mellon January 2006 - July 2010
Skills
Asset Managment, Portfolio Management, Banking, Credit, Account Reconciliation, Loans, Risk Management, Cash Flow, Loan Servicing, Cash Management, Asset Management, Analysis, Management, Finance, Financial Analysis, Accounting
Education
University of Houston 1998 — 2003
Bachelor of Science, Economics/Finance
Wells Fargo September 2015 - Present
Wells Fargo September 2008 - Present
Capital One September 2006 - March 2008
Skills
Risk Management, Bank Secrecy Act, Financial Services, Financial Risk, AML, Fraud, Internal Audit, Private Investigations
Education
University of Houston 1990 — 1993
CenterPoint Energy June 2014 - August 2014
Wells Fargo June 2012 - September 2013
Port of Houston Authority June 2011 - August 2011
Port of Houston Authority June 2011 - August 2011
Port of Houston Authority 2011 - 2011
Port of Houston Authority June 2009 - August 2009
Port of Houston Authority June 2009 - August 2009
Epstein Becker & Green, P.C June 2008 - August 2008
Epstein, Becker June 2008 - August 2008
Skills
Microsoft Office 2007, Matlab Programming, Circuit Analysis, Electromagnetics, Calculus, Linear Algebra, Numerical Analysis, Trigonometry, Differential Equations, Physics, Music Education, Microsoft Excel, Finance, Matlab, Statistics, Spreadsheets, PowerPoint, Access, Data Analysis, Visio, Engineering, Management, Analysis, Microsoft Office
Education
University of Houston 2008 — 2014
Bachelor of Engineering (B.Eng.), Electrical Power Engineering Technology
University of Houston 2008 — 2014
B.S, Electrical Power Engineering Technology
University of Houston - Main Campus 2008 — 2014
High School Diploma with Waltrip High School, Electrical Power Engineering Technology
S.P. Waltrip High School 2004 — 2008
High School Diploma, Engineering, Transportation, & Design
Waltrip High School 2004 — 2008
S.P, High School Diploma
ADTRAV Travel Managment October 2001 - Present
Institute for Supply Management May 2015 - Present
GBTA February 2010 - December 2013
Global Business Travel Association August 2010 - July 2012
GBTA August 2009 - March 2011
GBTA August 2005 - March 2011
BMEG (Business Management for Economic Growth) 1993 - 2001
Compass Bank 1993 - 1995
Wells Fargo 1989 - 1993
Skills
Leadership, Contract Negotiation, Start-ups, Business Travel, Marketing, Account Management, Negotiation, Strategic Planning, Travel Management, New Business Development, Entrepreneurship, Business Development, Contract Management, Program Management, Product Development, Public Relations, Strategic Partnerships, Procurement, Management, Sales Management, Operations Management, Budgets, Hotels, Team Building, Strategy, Event Management, Branding & Identity, Process Improvement, Competitive Analysis, Sales, Team Leadership, Business Planning, Trusted Advisor, Partnerships, Revenue Analysis, Hospitality, Business Strategy, Cross-functional Team..., Pricing, Vendor Management, Project Management, CRM, Mergers & Acquisitions, Forecasting, Training, Tourism, Change Management, Online Travel, Trade Shows, Marketing Strategy
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Global Leadership Professional, Business Planning/Management
University of Houston 2004 — 2004
Certified Corporate Travel Executive, Business Travel
University of Tennessee-Knoxville
Bachelor's Degree, Business
Foster LLP March 2011 - Present
The Crim Law Firm, P.C. July 2010 - March 2011
Williamson & Rusnak September 2008 - July 2010
Wells Fargo August 2007 - September 2008
Skills
Customer Service, Bilingual-English/Spanis..., Team Building, PowerPoint, Event Planning, Outlook, Civil Litigation, Legal Assistance, Personal Injury, Pleadings, Public Speaking, Immigration Issues, Invoicing, Legal Research, Research, Microsoft Office, Litigation
Education
University of Houston
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
University of Houston
Bachelor of Arts (B.A.), Liberal Studies (Political Science, Mexican American Studies, Spanish)
Service Corporation International April 2015 - Present
Nabors Industries October 2012 - March 2015
Wells Fargo April 2011 - October 2012
Lone Star College July 2009 - April 2011
Skills
Administrative..., Gas, SAP, Petroleum, Drilling, Offshore Drilling, Onshore, Energy, Oil/Gas, Microsoft Excel, Onboarding, Applicant Tracking..., New Hire Orientations, Human Resources, Taleo, Customer Service, Management, Oil & Gas, Microsoft Office
Education
University of Houston 2010 — 2015
Kavita Life Coach May 2014 - Present
Wells Fargo August 2013 - February 2014
Amara Jewelry January 2010 - July 2013
J. HILBURN MEN'S CLOTHIER November 2011 - February 2013
Plan Ahead Events of Plano August 2009 - December 2010
Tutoring Club November 2003 - July 2006
Skills
Personal Shopping, Event Management, Social Media Marketing, Social Networking, Event Planning, Social Media, Public Speaking, Online Advertising, Marketing, Entrepreneurship, Advertising, Coaching, Marketing Strategy, Customer Service, Small Business, Email Marketing, Fashion, Blogging, Team Building, Non-profits, Leadership Development, Sales, Wardrobe, Online Marketing, Facebook, Retail, Management, CRM, Digital Marketing, Budgets, Fundraising, Time Management, Public Relations, Leadership, Human Resources, Interviews, Trade Shows, Market Planning, Jewelry, Training, Account Management, Direct Sales, Life Coaching, Life Transitions, Self Image, Self-confidence
Education
Quantum Success Coaching Academy 2014 — 2015
Life Coaching Certification, Life Coaching
UT Southwestern 2012 — 2012
Master's degree, Rehabilitation Counseling
University of Toronto - Ontario Institute for Studies in Education 2000 — 2002
M.Ed., second language education
University of Houston 1996 — 1998
BS, Psychology
Murphy Oil September 2014 - Present
Merrick Systems, Inc. June 2013 - September 2014
Empyrean Benefit Solutions June 2012 - June 2013
University of Houston August 2007 - May 2012
Wells Fargo September 2010 - April 2012
Twist Yogurt March 2009 - September 2010
Houston Country Club December 2008 - June 2009
Hong Long Vietnamese Restaurant February 2006 - February 2009
Skills
SQL, Project Management, Microsoft Excel, Testing, Visio, SharePoint, PowerPoint, SAP, Access, Microsoft Word, Databases, Microsoft Office, Business Analysis, Benefits Administration, Healthcare Information..., Troubleshooting, Data Analysis, Networking, Excel, Word, Business Intelligence, Requirements Gathering, Requirements Analysis, Software Documentation, MS Project, Crystal Reports, Microsoft SQL Server, SDLC, Analysis, Oracle, Quality Assurance, Systems Analysis, Management
Education
University of Houston 2007 — 2012
Bachelor, Management Information systems (MIS)
College of Technology 2010 — 2010
Minor, Computer Applications
Wolff Center for Entrepreneurship, C.T Bauer College of Business Administration 2009 — 2010
Corporate Entrepreneur Certification
Loomis March 2014 - Present
Comerica Bank December 2013 - March 2014
Wells Fargo March 1989 - December 2013
Commonwealth S&L, Commonwealth Mortgage August 1987 - March 1989
Skills
Banking, Credit, Retail Banking, Business Development, Portfolio Management, Customer Service, Financial Analysis, Small Business Lending, Cash Management, Relationship Management, Finance, Loans, Business Analysis, Analysis, Strategic Planning, Microsoft Excel, Project Management, Underwriting, Forecasting, Recruiting, Employee Training, Development Of Employees, HR Consulting, HR Policies, People Development, Public Speaking, Marketing, Mortgage Lending
Education
University of Houston 1982 — 1987
B.S. Economics, Economics
West University
J. HILBURN MEN'S CLOTHIER September 2012 - Present
J.HILBURN MEN'S CLOTHIERS September 2012 - Present
Wells Fargo July 2003 - December 2006
Bank of America February 1995 - June 2003
Marshall Field's February 1988 - February 1995
Skills
Customer Service, Strategic Planning, Team Building, Leadership Development, Small Business, Leadership, Public Speaking, Marketing, Sales, Coaching, Business Development, Training, Sales Management, Business Strategy, Management Consulting, Start-ups, Time Management, Entrepreneurship, Volunteer Management, Event Planning, Social Media Marketing, Public Relations, Fundraising, Retail, Social Media, Management, Event Management, Marketing Communications, Nonprofits, Fashion, Marketing Strategy, Merchandising, Apparel, Social Networking, Selling
Education
University of North Texas 2006 — 2008
Master of Library & Information Science (MLIS), Medical Informatics
University of Houston 1987 — 1990
Bachelor of Arts (B.A.), Consumer Science and Merchandising
W. P. Clements High School 1983 — 1987
High School, High School/Secondary Diplomas and Certificates
City of Houston October 2012 - Present
Safeway June 2011 - November 2012
Wells Fargo June 2012 - October 2012
University of Houston February 2008 - June 2011
Skills
Customer Service, Data Entry, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Community Outreach, Microsoft Word, Teamwork, Windows, Outlook, Marketing Strategy, Advertising, Troubleshooting, Public Speaking, Time Management, Retail, Logistics, Fleet Management, TESOL, Event Planning, Leadership, Research, Social Media, Analysis, Social Networking, Training, Nonprofits, Facebook, Editing
Education
University of Houston 2006 — 2010
Bachelor of Science (B.S.), Economics
Crossline Radio January 2013 - Present
Post It Designs October 2006 - Present
Wells Fargo March 2012 - February 2013
Praybaby Designs January 2007 - December 2012
Sterling Bank 2001 - 2007
Skills
Graphic Design, Typography, Book Design, Book Covers, Custom Graphics, Website Redesign, E-mail Management, Corporate Identity, Logo Development, Logo Design, Freelance Graphics, Icon Design, Brochure Development, Google Adwords, Google Webmaster Tools, Google Website Optimizer, Keyword Analysis, Image Optimization, Corporate Websites, Web Design, Graphics
Education
University of Houston 2001 — 2006
Bachelor of Arts (BA), Graphic Communications
University of Houston 1998 — 2006
Bachelor's, Graphic Communications
Wells Fargo January 2013 - Present
Wells Fargo January 2007 - Present
Wells Fargo August 1999 - May 2001
Wells Fargo June 1993 - August 1999
Skills
Large Group Facilitation, Project Facilitation, Program Facilitation, Needs Analysis, Leadership Development, Coaching
Education
University of Houston 1987 — 1999
Master of Arts, Behavioral Science
University of Houston 1987 — 1989
Bachelor of Science, Psychology
Video Insight April 2015 - Present
University of Houston November 2013 - April 2015
Wells Fargo January 2013 - November 2013
University of Houston January 2011 - January 2013
Skills
Sales, Marketing Strategy, Cold Calling, Market Research, Marketing Communications, Social Media Marketing, Management, Consulting, Social Networking, Event Planning, Financial Analysis, New Business Development, Account Management, Sales Management, Salesforce.com, Microsoft CRM, Financial Reporting, Drafting Proposals, Sales Process, Sales Operations, Partnering, Lead Generation, Presentations, Solution Selling, Team Building, Microsoft Office, B2B, Pricing, Recruiting, Self-driven, Awareness, Conducting Interviews, Hiring Employees, Train New Employees
Education
University of Houston 2008 — 2010
Bachelor's Degree, Marketing
International Hardwood Flooring April 2012 - January 2015
ClearCorrect June 2011 - May 2012
Wells Fargo October 2009 - January 2011
Skills
Customer Service, Accounts Receivable, Accounts Payable, Accounting, Flooring, Budgets, Financial Reporting, Microsoft Excel, Payroll, QuickBooks, Account Reconciliation, Microsoft Office, Microsoft Word, floor installation, Wood, carpet installation, Bookkeeping, Bank Reconciliation, office manager, Event Planning, Marketing, Hotel Booking
Education
University of Houston
Finance
Invesco US September 2014 - Present
KPMG US January 2014 - March 2014
Amegy Bank April 2013 - December 2013
Wells Fargo July 2011 - April 2013
Linca Home Health Services June 2006 - August 2011
Skills
Cash Management, Credit, Cross Selling, Financial Statements, Risk Management, Regression Analysis, Linear Regression, Time Series Analysis, Loss Prevention, Loss Mitigation, Compliance, US GAAP, COSO Framework, Account Reconciliation, Microsoft Office, Analysis, Accounting, Auditing, Finance, Financial Analysis, Microsoft Excel, Microsoft Word
Education
University of Houston, C.T. Bauer College of Business 2013 — 2015
Master of Accountancy (MAcc), Accounting, 3.8
University of Houston 2009 — 2011
Bachelor of Science (B.S.), Economics, 3.4
Balfour May 2010 - Present
Kellogg Brown & Root (KBR) March 2011 - October 2011
Wells Fargo October 2010 - January 2011
Skills
Customer Service, Microsoft Excel, Cold Calling, Project Lead, Data Analysis, Outside Sales, Merchandising, Sales Management, Sales, PowerPoint, Marketing, Microsoft Office
Education
University of Houston 2005 — 2010
Bachelor of Science, Consumer Science & Merchandising
MaloneBailey, LLP February 2011 - Present
Public Company Accounting Oversight Board October 2009 - February 2011
PricewaterhouseCoopers 1996 - 2009
Wells Fargo 1995 - 1996
Ernst & Young 1994 - 1995
Education
University of Houston 1990 — 1994
BBA, Accounting
Wells Fargo October 2012 - Present
Affiliated Computer Services August 1993 - May 2012
Skills
BPO, Call Center, Outsourcing, Process Improvement, Operations Management, Service Delivery, Business Process..., Customer Satisfaction, Quality Assurance, Change Management, Six Sigma, Customer Service, CRM, Call Centers, Customer Experience, IT Management, Management, Disaster Recovery, Performance Management, Software Documentation, Team Leadership, Vendor Management, Workforce Management, Team Management, Call Center Development, Banking, Training, Contact Centers, Team Building, Sales, Coaching, Employee Engagement, Hiring, IVR, Strategic Planning, Sales Management
Education
University of Houston 1988 — 1992
Business Management
US Navy September 2013 - Present
Delta Sigma Pi March 2008 - Present
Fastenal August 2011 - August 2013
Wells Fargo June 2009 - August 2011
Lowe's Home Improvement October 2008 - June 2009
Sears May 2007 - July 2008
Education
University of Houston, College of Technology 2006 — 2011
Bachelors of Science, Logistics Technology and Supply Chain Management
University of Houston
Healthland March 2015 - Present
Wells Fargo September 2014 - February 2015
Charleston Tennis Club May 2008 - August 2012
Skills
Excel, Word, Financial Statement..., Interpersonal Skills, Writing, Technical Analysis, Financial Markets, PowerPoint, Mac, Windows, Microsoft Word, Public Speaking, Analysis, Social Networking
Education
West Virginia University 2009 — 2014
B.S.B.A., Finance
University of Hertfordshire 2011 — 2011
Finance
Wells Fargo March 2014 - Present
Wells Fargo October 2012 - March 2014
Wells Fargo May 2006 - October 2012
Skills
Finance, Event Planning, Banking, Vendor Management, Marketing, Credit, Financial Analysis, Management, Marketing Communications, Investments, Business Strategy, Credit Analysis, Loans, CRM, Press Releases, Public Speaking, Business Development, Microsoft Office, Sales, Leadership, Customer Service, Analysis, Coaching, Risk Management
Education
University of Houston 2001 — 2006
Bachelor of Arts (B.A.), Public Relations/Marketing
University of Houston, College of Liberal
Bachelor of Arts, Arts and Social Science; Communication -Public Relations/ Advertising
University of Houston
Wells Fargo May 2008 - Present
Dillards dept store January 2006 - January 2008
TOUS November 2004 - October 2005
Skills
Bilingual-English/Spanis..., Customer Experience, Sales, CRM, Banking, Time Management, Strategic Planning, Credit, Analysis, Pricing, Teamwork, Finance, Retail Banking, Portfolio Management, Real Estate, Relationship Management, Financial Services, Cold Calling, Customer Satisfaction, Customer Service, Customer Retention, Leadership, Marketing
Education
University of Houston 2005 — 2007
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Cushman & Wakefield August 2012 - September 2014
Wells Fargo April 2010 - August 2012
National Appraisal Partners October 2006 - March 2010
Baylor College of Medicine 2003 - 2006
Skills
Leases, Real Estate Transactions, Real Estate, Real Estate Development, Real Estate Economics, Property Management, Brokerage, Appraisals, Microsoft Office, PowerPoint, Financial Analysis, Contract Negotiation, Investment Properties, Disposition, Investors, Due Diligence, Commercial Real Estate, Sellers, Valuation, Microsoft Excel, Asset Management, Property, Commercial Real Estate..., REO, Reviews, Location Intelligence
Education
University of St. Thomas (TX) 2005 — 2007
Masters, Political Science
University of Houston 2002 — 2005
BS, Psychology
Appraisal Institute
Schlumberger January 2014 - Present
Schlumberger November 2013 - January 2014
Schlumberger Information Solutions August 2013 - December 2013
Liberty Mutual Insurance December 2012 - May 2013
Wells Fargo June 2011 - December 2012
Cardon Healthcare December 2008 - June 2011
Skills
Sales Operations, Sales Management, Sales, Banking, Marketing, New Business Development, Management, Microsoft Office, Cold Calling, Program Management, CRM, Time Management, Salesforce.com, Leadership, Business Development
Education
University of Houston 2008 — 2013
Double Major MIS and Marketing, Sales
United Recovery Systems LP April 2013 - Present
wells fargo January 2011 - May 2012
T-Mobile October 2004 - December 2010
Education
University of Houston 2001 — 2003
Southern Dock Products August 2010 - Present
Mike's Fire Apparatus Repair March 2008 - September 2008
Wells Fargo September 2007 - March 2008
Skills
New Customer Development, Strategic Planning, Operations Management, Priority Account..., Customer Service, Budgeting and..., Outlook, Microsoft Excel
Education
University of Houston 2003 — 2007
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Wells Fargo October 2014 - Present
Whitney Bank April 2011 - October 2014
University of Houston June 2010 - May 2013
Wachovia - A Wells Fargo Company March 2008 - April 2010
First Data Corporation September 2004 - March 2008
Skills
Turn Around Management, Business Process Design, Business Process..., Cross-functional Team..., Regional Management, Process Improvement, Program Management, Project Planning, PMP, Construction Management, MS Project, Visio, Financial Analysis, Credit Analysis, Management, Microsoft Excel, Project Management, Banking, New Business Development, Managerial Finance, Risk Management, Analysis, Leadership, Sales Management, Budgets, Relationship Management, Portfolio Management, Finance, Strategic Planning, Business Development, Training, Sales, Team Leadership, Business Intelligence, Coaching, Loans, Commercial Banking, Credit Risk, Financial Services, Cash Management, Accounting, Commercial Lending, Credit, Financial Risk, Partmaker CAM Software, Strategy, CRM
Education
University of Houston 2011 — 2013
Master of Science (M.S.), Construction / Project Management, 3.882 GPA
University of Houston 2010 — 2011
Post Graduate Professional Certificate, Construction / Project Management, 4.0
University of Houston 1988 — 1992
Bachelor of Business Administration (BBA), Business Economics, Operations Management
CB&I January 2015 - Present
Exterran 2014 - January 2015
Foster Wheeler July 2013 - July 2014
Wells Fargo August 2011 - December 2012
Airline Transport Professionals 2010 - 2011
Woodforest National Bank April 2010 - November 2010
Skills
Multi engine instrument..., Microsoft Excel, Risk Management, Microsoft Office, Microsoft Word, PowerPoint, Access, Analysis, Team Leadership, Time Management, Teamwork, Process Improvement, Data Analysis, Leadership, Management, Strategic Planning, Project Management, Team Building, Spreadsheets, Visio, Budgets, Process Scheduler, Business Analysis, Project Planning, Program Management, SAP, MS Project, Change Management, Business Strategy, Outlook, Training, Databases, Business Intelligence, Financial Reporting, SharePoint, Technical Writing, Accounts Payable, Supervisory Skills, Project Control, PMP, EPCM, Project Scope..., Oil/Gas, Project Engineering, LNG, Energy, CRM, Software Documentation, Petroleum, Customer Service
Education
University of Houston 2011 — 2013
Bachelor of Science (B.S.), Organizational Leadership and Supervision, 3.3
United Flight 2009 — 2013
Aviation
MassMutual Financial Group January 2015 - Present
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group January 2013 - May 2013
The Hartford October 2011 - January 2013
John Hancock Life Insurance Company (U.S.A.) June 2008 - October 2011
Principal Financial Group July 2007 - June 2008
Alliant Insurance Services January 2006 - July 2007
Mary Kay, Inc. April 2003 - January 2006
Wells Fargo November 2001 - September 2003
Skills
401k, 457, 403b, Retirement Plans, Retirement Solutions, Retirement Plan..., Sales Support, Series 7, Series 66, Retirement Planning, Uniform Combined State..., Financial Services, Sales Operations, 403 b, Business Planning, Strategic Financial..., Investments, Series 63, Wealth Management, Sales, Marketing, Relationship Management, Qualified Retirement..., Defined Contribution, Series 6, Life Insurance, Mutual Funds, Asset Allocation, FINRA, Fixed Annuities
Education
University of Houston 1996 — 2001
Communications, Public Relations & Advertising
Wells Fargo May 2013 - Present
Wells Fargo June 2013 - Present
USAA February 2011 - October 2012
Brinker International November 2005 - August 2010
La Quinta Inns Inc February 2001 - 2005
La Quinta Inns & Suites November 1999 - February 2001
La Quinta Inns & Suites February 1999 - November 1999
Hawthorn Suites Riverwalk January 1998 - February 1999
La Quinta Inns & Suites June 1996 - January 1998
Emily Morgan Hotel 1995 - 1996
Skills
Microsoft SQL Server, Microsoft Office, PCI Standards, Major Incident..., ITIL Service Strategy, ITIL, Change Management, Remote Desktop, MeetingPlace, Lync, ADP Payroll, OPAS, Remedy Ticketing System, PC Anywhere, PeopleSoft, MS Project, Paymentech, Altiris Deployment..., Remoteware, Business Analysis, Visio, Software Documentation, Troubleshooting, Project Management, Management, Technical Support, SharePoint, Active Directory, Customer Service
Education
University of Houston 1989 — 1994
Hospitality Administration/Management
Roosevelt High School
Wells Fargo May 2015 - Present
Wells Fargo March 2011 - May 2015
Wells Fargo Bank December 2008 - February 2011
Woodforest National Bank November 2006 - September 2008
Skills
Banking, Finance, Economics, Data Analysis, Statistics, Management, Policy Analysis, Customer Service, Microsoft Office, Proactive self-starter, Portfolio Management, Treasury Management, Sales, Commercial Banking, Leadership, Financial Analysis, Credit Analysis, Cash Management
Education
University of Houston 2008 — 2011
Master of Business Administration (M.B.A.), Business Administration
University of Houston 2004 — 2007
Bachelor's degree, Economics, 3.4
U.S. Bank June 2012 - August 2015
U.S. Bank January 2003 - January 2012
Wells Fargo Bank January 2000 - January 2003
Wells Fargo January 1998 - January 2000
Wells Fargo Bank January 1994 - January 1998
Skills
Management, Banking, Process Improvement, Leadership, Consumer Lending, Loans, Relationship Management, Portfolio Management, Risk Management, Credit, Credit Analysis, Small Business Lending, Financial Analysis, Loan Origination, Mortgage Lending, Credit Risk
Education
Villanova University 2015 — 2015
Certificate, Six Sigma Green Belt
Consumer Bankers Association - Graduate School of Retail Bank Management 2008 — 2010
Certification
University of Houston
B.S, Economics
The Ashley Guth Realty Team June 2011 - Present
Wells Fargo April 2010 - September 2010
Skills
Residential Homes, Sales, Investment Properties, Real Estate, First Time Home Buyers, Relocation, New Home Sales, Foreclosures, Real Estate Transactions, Referrals, Single Family Homes, Sellers, Real Estate Negotiating, Real Estate Financing, New Home Construction, Real Estate Marketing, Real Estate License, First Time Home Sellers
Education
University of Houston 2004 — 2012
BS, Psychology
Alvin High School 2000 — 2004
UPTOWN REAL ESTATE GROUP, INC. July 2012 - Present
Prosperity Bank December 2010 - June 2012
Wells Fargo January 2008 - December 2010
Skills
International Business, Sales, Office Management, Office Administration, Retail Banking, Wealth Management, QuickBooks, Customer Service, Outlook, Private Banking, Data Entry, Microsoft Word, Invoicing, Administrative..., Telephone Skills, Accounts Payable, Banking, Real Estate Transactions, Microsoft Office, Management, Marketing, Microsoft Excel, Social Media
Education
University of Houston
Dish Network June 2012 - September 2013
Wells Fargo September 2011 - December 2011
Toyota USA June 2010 - November 2010
Skills
Microsoft Excel
Education
University of Houston 2011 — 2015
Bachelor of Arts (B.A.), Supply Chain Management, Entrepreneurship and Marketing
University of Houston
Wells Fargo 2004 - Present
Education
University of Houston 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo October 2012 - Present
Wells Fargo June 2012 - October 2012
Wells Fargo June 2009 - June 2012
Wachovia April 2008 - June 2009
Wachovia May 2007 - April 2008
Skills
Consumer Lending, Small Business Lending, Cross Selling, Lines Of Credit, Loans, Commercial Lending, Commercial Banking, Mortgage Lending, Loan Origination, Mortgage Banking, Branch Management, Deposits, Credit, Retail Banking, Refinance, Cash Management, Home Equity Loans, Home Equity Lines of..., Merchant Services, Credit Cards, Financial Services, Branch Banking, Residential Mortgages, Commercial Mortgages, Operational Risk, Investments, Construction Loans, Operational Risk..., Banking, Credit Analysis, Customer Service, Management, Leadership, Sales, Credit Risk, Portfolio Management, Microsoft Office, Relationship Management
Education
University of Houston-Downtown 2000 — 2002
University of Houston 1998 — 2000
Biology, General
Galena Park High Schol 1994 — 1998
General Studies
Livingston International December 2013 - Present
Varun Jain, Inc. March 2013 - September 2013
Ocwen Financial Corporation November 2011 - March 2013
Wells Fargo 2008 - 2011
Skills
Sales, Sales Management, training and development, B2B Marketing, Customer Service, Customer Engagement, Time Management, Banking, Selling, Sales Presentations, Call Centers, Team Building, Operations Management, Business Development, Hiring, Management, Leadership, B2B, Strategy, Employee Training, SAP, Cold Calling, Training, Technical Recruiting, Account Management, Sales Operations, Consulting, Customer Retention, Marketing, Budgets, Recruiting, Loans, Team Leadership
Education
University of Houston 2004 — 2008
Bachelor of Science (BS)
Wells Fargo June 2015 - Present
Blockade Runner Beach Resort March 2013 - June 2014
Sustainable Impact, LLC December 2013 - April 2014
Highway Safety Research Center at UNC Chapel Hill May 2012 - August 2012
Skills
Teamwork, Hospitality, Time Management, Economics, Finance, Macroeconomics, Data Entry, Leadership, Financial Analysis, Public Speaking, Presentation Development, Research, SAS, Microsoft Office, Food & Beverage, Photoshop, Microsoft Excel, Management, Access
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor of Science (BS), Business Administration, Economics and Finance
University of Hertfordshire 2014 — 2014
Study Abroad Program
Capital one merchant services September 2013 - Present
Capital One Merchant Services November 2011 - September 2013
Wells Fargo July 2010 - November 2011
Skills
Banking, Retail Banking, Credit Risk, Risk Management, Loans, Credit
Education
University of Houston 2008 — 2009
Wells Fargo April 2014 - Present
Wells Fargo April 2012 - Present
BNP Paribas October 2010 - April 2012
Skills
Financial Modeling, Corporate Finance, Bloomberg, Financial Analysis, Banking, Credit Risk, Portfolio Management
Education
University of Houston 2008 — 2010
Bachelor of Business Administration (BBA), Accounting
Wells Fargo June 2015 - Present
Skills
SQL, Microsoft SQL Server, Databases, ASP.NET, Data Analysis, Teradata SQL, C#, Web Development, Visual Basic, VB.NET, Java, SSRS, Cognos, Teradata Data Warehouse, Perl, Perl Script, Visual Studio, Visio, Team Leadership, Troubleshooting, File Transfer, Windows, Windows 7, Networking, Access, Ubuntu, Linux, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Science (B.S.), Management Information Systems
University of Hertfordshire 2013 — 2013
Business Courses, Marketing and International Business
Wake Technical Community College
Continuing Education Courses, Computer Science
Schlumberger January 2015 - Present
Schlumberger June 2014 - January 2015
Apple November 2012 - June 2014
Wells Fargo July 2008 - September 2010
Skills
SAP, Customer Service, Microsoft Excel, Customer Satisfaction, Process Improvement, Customer-focused Selling, Solution Selling, Microsoft Office, Strategic Planning, Mentoring, OS X, Strategic Sourcing, Tableau, Ariba, Forecasting
Education
University of Houston 2013 — 2015
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management
Wells Fargo June 2015 - Present
Wells Fargo Advisors July 2014 - Present
Wells Fargo February 2015 - June 2015
Wells Fargo July 2014 - February 2015
Wells Fargo May 2012 - July 2014
Wells Fargo November 2011 - May 2012
Champs Sports 2006 - 2011
Skills
Retail Banking, Relationship Management, Sales, Banking, Credit, Portfolio Management, Cross Selling, Risk Management, Investments, Finance, Customer Service, Insurance, Consumer Lending
Education
University of Houston
Wells Fargo May 2012 - Present
francesca’s® May 2014 - January 2015
Palais Royal July 2011 - May 2012
Skills
Banking, Microsoft Excel, Customer Service, Team Leadership, Retail Sales, Direct Sales, Sales Management, Interpersonal..., Lines Of Credit, Credit, Consumer Lending, Loans
Education
University of Houston 2006 — 2011
Bachelor of Science (BS), Retailing and Consumer Science
SPIRE Credit Union July 2015 - Present
Wells Fargo November 2014 - July 2015
Skills
Insurance, Life Insurance, Auto Insurance, Passion to Succeed, Leadership Development, Operating Budgets, Profit Maximization, High Performance Teams, Success Driven, Operational Excellence, Growing Businesses, Growing Teams, Community Outreach, Faithful, Management, Business Operations, Guest Service Management, Customer Oriented, Coaching, Sales, Marketing, Customer Service, Leadership
Education
University of Houston 2007 — 2008
Business
Zimmerman High School 2004 — 2007
Bush Intercontinental Airport August 2012 - June 2015
Wells Fargo May 2010 - July 2012
Amegy Bank April 2007 - May 2010
Skills
Investments, Financial Analysis, Mutual Funds, Banking, Equities, Wealth Management, Credit, Securities, Financial Services, Loans, Accounting, Microsoft Word, Portfolio Management, Credit Analysis, Finance, Analysis, Management, Accounts Receivable, Budgets, Recruiting, Human Resources, Customer Service, Invoicing, Employee Benefits, Employee Training, Project Planning, Strategic Financial..., Data Entry, Relationship Management, Coaching, Economics, Business Planning, Executive Management, Business Analysis, Payroll
Education
University of Houston 2013 — 2015
Bachelor's Degree, Business Administration in Finance, 3.4
Houston Community College 2011 — 2013
Associate's Degree, Business Administration and Management, General, 3.32/4.0
Wells Fargo June 2012 - Present
Skills
Program Management, Business Process..., PMO, Management Consulting, Energy, Data Center, SDLC, Business Analysis, IT Strategy, Vendor Management, Change Management, Process Improvement, Business Process, Enterprise Architecture, Project Management, Management
Education
University of Houston 1977 — 1981
B.S., School of Engineering / College of Technology
Daviess County High School
Industrial Engineering / Technology
EnVen Energy Ventures, LLC February 2015 - Present
Black Elk Energy, LLC March 2014 - February 2015
Lewis Energy Group January 2013 - February 2014
New Fluid Solutions, Inc February 2007 - August 2011
Wells Fargo November 2002 - February 2007
Education
University of Houston
Bachelor of Business Administration, Marketing
Wells Fargo June 2014 - Present
Houston ISD October 2010 - May 2014
Houston Community College 2007 - 2010
IKEA Group 2003 - 2005
Skills
Banking, Customer Service, Credit, Microsoft Excel, Microsoft Office, Loans, Finance, Sales, Leadership
Education
University of Houston-Downtown 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Houston 2007 — 2010
Bachelor of Science (BS)
BMC Software September 2011 - Present
BMC Software February 2010 - October 2011
BMC Software February 2007 - February 2010
Wells Fargo Capital Finance October 2005 - February 2007
Wells Fargo 2002 - 2007
Skills
Internal Controls, Revenue Recognition, Internal Audit, Financial Analysis, Financial Statement..., Sarbanes-Oxley, TeamMate, Microsoft Excel, Compliance, Employee Training, Privatization, Sales Operations, Business Process..., Risk Assessment, Auditing
Education
University of Houston 2002 — 2006
Bachelors of Business Administration, Finance, General
Ineauty Sales RepresentativeEthicon Endo-SurgeryJuly 2008 - July 2010
Goldman Sachs Commercial Mortgage Capital August 2005 - August 2007
Wells Fargo January 2005 - August 2005
Skills
Apparel & Fashion
Education
University of Houston
BA, Economics
Bank of Texas June 2008 - Present
JPMorgan Chase May 2000 - June 2008
Wells Fargo March 1994 - May 2000
Skills
Treasury Services, Loans, Banking, Private Banking, Commercial Banking, Investments, Wealth Management, Commercial Lending, Trade Finance, Finance, Mortgage Lending, Leadership, Financial Modeling, Treasury Management, Portfolio Management, Cash Management, Cross Selling, Sales, Small Business Lending
Education
University of Houston 1989 — 1993
BBA, Finance
University of Houston 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Finance
JPMorgan Chase & Co. September 2015 - Present
Citi November 2010 - May 2011
Bank of America Home Loans April 2009 - November 2010
JPMorgan Chase March 2008 - January 2009
Bank of America March 2007 - March 2008
Wells Fargo September 1992 - March 2007
Skills
Mortgage Lending, Loans, Residential Mortgages, Credit, Underwriting, Customer Service, Mortgage Banking, Refinance, Strategic Planning, Construction Loans, First Time Home Buyers, Loan Origination, Banking, Credit Analysis, FHA, Real Estate, Residential Homes, Commercial Lending, Finance
Education
University of Houston
First Citizens Bank 2014 - Present
Wells Fargo 2008 - 2009
Education
University of Houston
Finance
Capital One Bank September 2011 - Present
Janet Fren Consulting August 2001 - September 2011
Wells Fargo 2010 - 2011
Deutsche Bank 2009 - 2010
The Baron Group, Inc. 2006 - 2006
JPMorganChase 1994 - 2001
Citibank September 1985 - September 1994
Skills
Financial Services, Treasury Management, Cash Management, Banking, Payments, Business Strategy, Treasury Services, Management, Program Management, Training, Strategy, Market Research, Marketing, Sales, Consulting, Risk Management, Relationship Management
Education
University of Houston 1979 — 1983
BBA, Business/Marketing
University of Houston 1979 — 1983
BBA-Marketing, Marketing/Marketing Management, General
Newpark Drilling Fluids March 2013 - March 2015
Newpark Drilling Fluids September 2011 - March 2013
Newpark Drilling Fluids May 2010 - September 2011
Wells Fargo January 2007 - April 2010
Skills
Quality Assurance, Analysis, Testing, FTIR, Powder X-ray Diffraction, Microsoft Excel, Process Improvement, Microsoft Office, Risk Assessment, Fluids, Data Analysis, Energy, R&D
Education
University of Houston 2004 — 2009
Bachelor, Biology
Regions Bank March 2015 - Present
BBVA Compass January 2012 - March 2015
Merrill Lynch October 2009 - January 2012
Morgan Stanley September 2004 - October 2009
Wells Fargo October 2001 - September 2004
Skills
Banking, Management, Loans, Credit, Leadership, Portfolio Management, Risk Management, Commercial Banking, Credit Analysis, Sales
Education
University of Houston 1988 — 1991
Bachelor of Science (B.S.), Economics
BB&T / FORMERLY CITI BANK (TEXAS REGION) September 2013 - Present
Wells Fargo January 2013 - September 2013
JPMorgan Chase 2005 - 2012
Skills
Loans, Credit, Mortgage Lending, Financial Services, Finance, Consumer Lending, Financial Analysis, Series 63
Education
University of Houston 2005 — 2007
Bachelor's degree, CORPORATE COMMUNICATION, 3.2
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
BBVA Compass (Houston, TX) June 2010 - Present
Wells Fargo August 2008 - August 2009
FNL Services August 2001 - August 2008
Bank of America August 1997 - June 2001
Skills
Financial Analysis, Asset Management, FHA, Financial Modeling, First Time Home Buyers, Customer Service, Microsoft Excel
Education
University of Houston 1984 — 1988
Bachelor of Science (BS), Finance, General
Wells Fargo May 2002 - Present
DRNiven Consulting, Inc December 1999 - May 2002
Bank of America May 1998 - November 1999
Bank of America November 1994 - May 1998
Mountain States Mortgage Centers February 1994 - November 1994
Central Pacific Mortgage February 1991 - February 1994
Gulf Coast and Mortgage Investment Corporations April 1986 - February 1991
Skills
SQL, Business Analysis, SQL Server, Data Warehousing, Access, Process Improvement, HTML, Microsoft Office, Agile, ETL, Customer Service, Mortgage, Databases, Banking, Business Process, Analysis, Business Requirements, Data Analysis, Data Modeling, Database Design, Enterprise Architecture, IT Strategy, Integration, Loan Servicing, Loans, Microsoft SQL Server, Mortgage Banking, Agile Methodologies, Mortgage Lending, Mortgage Servicing, Project Management, Quality Assurance, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Software Documentation, Software Project..., Systems Analysis, Testing, Visio, Visual Basic
Education
University of Houston 1979 — 1983
Milby High School
Kinder Morgan May 2012 - Present
El Paso August 2008 - May 2012
UHY Advisors May 2007 - August 2008
The Men's Wearhouse, Inc August 2006 - May 2007
Deloitte January 2005 - August 2006
Wells Fargo November 1997 - January 2004
Chevron 2002 - 2002
Education
University of Houston 2000 — 2004
Wells Fargo Card Services July 2005 - Present
Wells Fargo 2005 - Present
Wells Fargo Bank, N.A. 2005 - Present
Education
University of Houston 1988 — 1992
Tradition Bank April 2005 - Present
Wells Fargo June 2000 - June 2003
Wells Fargo October 1995 - June 2000
Toys R Us August 1990 - August 1995
Skills
Treasury Management, Microsoft Word, Microsoft Excel, Critical Thinking, Risk Assessment, Microsoft Access, Personal Finance, Community Development, Writing, Demographic Analysis, Enterprise Risk..., Cash Management, Financial Analysis, Risk Management, Banking, Portfolio Management, Management, Accounting, Community Relations..., Commercial Banking
Education
University of Houston 1990 — 1997
Political Science, Political Science and Government, 3.2
Malin Integrated Handling Solutions and Design April 2014 - Present
Apex Firestop February 2009 - April 2014
Wells Fargo January 2008 - February 2009
Bank of New York Mellon 2006 - 2007
Skills
Cash Management, Financial Analysis, Corporate Finance, Financial Reporting, Bloomberg, Microsoft Excel, Banking, Data Analysis, Office Administration, Financial Modeling, Accounting, Asset Management, Account Reconciliation, Finance, Data Entry, Loans, Customer Service, Mutual Funds, Equities, Fixed Income, Capital Markets, Payroll, Risk Management, Sales, Direct Sales, Analysis, Valuation, Budgets, QuickBooks, Project Management, Team Building, Account Management, Contract Management, Management, Contract Negotiation
Education
University of Phoenix 2006 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
University of Houston 1999 — 2004
Bachelor of Business Administration (B.B.A.), Management, Finance
Bellaire High School
Lone Star College September 2013 - Present
Chase July 2013 - September 2013
The Harmony Schools, Inc. August 2012 - May 2013
Wells Fargo February 2010 - August 2012
Harris County Department of Education September 2009 - April 2010
Spring ISD October 2008 - June 2009
Wells Fargo March 2008 - October 2008
Wells Fargo November 1995 - March 2008
Skills
Mathematics Education, Classroom, Test Preparation, Smartboard, Instructional Design, Middle School, Technology Integration, Curriculum Mapping, Common Core State...
Education
University of Houston
BS, Mathematics
University of Phoenix
MBA
Republic National Distributing Company October 2013 - June 2015
Wells Fargo May 2009 - October 2013
MECA September 2005 - March 2009
Skills
Banking, Retail Banking, Commercial Banking, Nonprofits, Finance, Financial Services, Deposits, Accounting, Management, Social Networking, Customer Service, Microsoft Office, Outlook, Budgets, Microsoft Excel, Microsoft Word, Strategic Planning
Education
University of Houston
Bachelor of Arts (B.A.), Spanish Language and Literature
Mission Solutions Inc. June 2004 - Present
Robert Half International September 1996 - June 2004
Wells Fargo June 1992 - September 1996
Skills
Executive Search, Temporary Placement, Leadership, Management, Management Consulting, Accounting, Budgets, CRM, Employee Relations, Benefits Negotiation, Contract Negotiation, Sales Management, Financial Accounting, Interviews, Professional Staffing, Software Project..., Executive Coaching, Salary Negotiation, Staffing Analysis, Interview Coaching, Interview Preparation, Conducting Interviews, Small Business..., Healthcare Management, Network Administration, Banking Operations, Trust Accounting, Financial Planning, Strategic Financial..., Technical Support, Job Coaching, Core Banking, Desktop Support, Budgeting, Recruiting
Education
University of Houston
Bachelor of Science in Economics
Neuberger Berman LLC December 2005 - Present
US Trust 2003 - July 2005
Wells Fargo 2001 - 2003
Texas Commerce Bank (Chase) 1987 - 2001
Skills
Business Development, Equities, Investments, Hedge Funds, Alternative Investments, Portfolio Management, Fixed Income, Fundraising, Series 7, Strategic Planning, Management, Leadership, Sales, Risk Management, Financial Analysis, Investment Management, Due Diligence, Mergers & Acquisitions, Finance
Education
University of Houston 1983 — 1987
Master of Business Administration (MBA), Accounting and Finance
CFP
Chase December 2014 - Present
Wells Fargo December 2008 - December 2013
The Bank of New York May 2006 - March 2008
JPMorgan Chase May 2005 - May 2006
JPMorgan Chase February 2003 - May 2005
Skills
Financial Analysis, Portfolio Management, Cash Management, Banking, Bloomberg, Financial Modeling, Finance, Accounting, Analysis
Education
University of Houston 1997 — 2002
University of Houston, C.T. Bauer College of Business 1997 — 2002
BBA, Finance
AIG Retirement Services July 2014 - Present
DeVry University September 2009 - May 2014
Wells Fargo June 2008 - August 2009
Washington Mutual March 2002 - June 2008
Skills
Mortgage, Customer Service, Loans, Problem Solving, Writing, Word, Coaching, Credit, Customer Relations, Loan Origination, Microsoft Word, Mortgage Lending, Training, Program Management, Staff Development, Community Outreach, Interviews, Leadership, Customer Satisfaction, Banking, Higher Education, Leadership Development, Teamwork, PowerPoint, Microsoft Office, Career Counseling, Admissions, Resume Writing, Career Development, Enrollment Management, Adult Education, Student Recruiting, Student Financial Aid, Student Affairs, Campus, Retaining Customers, Academic Advising, Employee Training, Instructional Design, College Recruiting, E-Learning, Academic Administration, Conflict Resolution, Distance Learning, Critical Thinking, Organizational..., Student Engagement, Student Counseling, Student Development, Time Management
Education
University of Houston 1992 — 1995
Bachelors, English
Wells Fargo October 2013 - Present
Wells Fargo 2011 - Present
Wells Fargo Bank October 2006 - August 2011
Skills
Treasury Management, Sales, Customer Service, Commercial Banking, Banking, Business Strategy, Cash Management, Portfolio Management, Relationship Management
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance, General
Veritiv June 2013 - November 2014
Mattress Firm March 2012 - June 2013
Wells Fargo February 2010 - January 2012
Skills
Credit, B2B, Communicator, Customer Service, Inventory Management, Problem Solving, Product Marketing, Sales Management, Sales, Teamwork, Team Building, Team-oriented, Highly detail oriented, PowerPoint, Microsoft Word, Microsoft Excel, Store Management, Sales Process, Retail Banking, Retail, Retail Packaging, Commitment to Customer..., Management, Budgets, Banking, Customer Satisfaction, Leadership, Merchandising, Building Relationships, Selling, Retail Sales, Training, Business Development, CRM, Recruiting, Team Leadership, Forecasting, Account Management, Cold Calling, Finance, Access, Hiring, Profit, Salesforce.com, Human Resources, Coaching, Marketing, Customer Retention, Time Management, Employee Training
Education
Spring High School
University of Houston
BA, Corporate Communication and English
EST Solutions April 2010 - Present
Coalition for Safe Community Needle Dispsoal August 2002 - January 2014
Wells Fargo January 1995 - March 2002
Momentum Medical Corp October 1993 - December 1994
The Wyatt Company January 1990 - November 1992
US Chamber of Commerce April 1989 - December 1989
Skills
Public Relations, Fundraising, Media Relations, Strategic Planning, Event Management, Nonprofits, Sales Management, Program Management, Marketing Communications, Leadership, Policy, Non-profits, Program Development, Public Speaking, Research, Organizational..., Grants, Marketing, Certified Office...
Education
University of Houston 1982 — 1986
Bachelor of Arts, Communications
University of Iowa 1981 — 1982
Wells Fargo February 2010 - Present
Carolinas Healthcare System October 2009 - January 2010
Thomas Peake Limited. February 2007 - March 2009
Trinidad and Tobago Insurance Company Limited - TATIL January 2005 - January 2007
Education
University of Hertfordshire 2006 — 2008
Houston Texans April 2015 - Present
adidas September 2014 - Present
Houston Rockets September 2014 - Present
Houston Rockets July 2013 - September 2014
Houston Press May 2012 - May 2014
Wells Fargo October 2011 - January 2013
Walt Disney World September 2010 - January 2011
National Association of Asian American Professionals National Convention August 2010 - August 2010
First Investors Corporation September 2009 - December 2009
Starbucks Coffee Company August 2005 - September 2007
Skills
Westlaw, ProDoc, Microsoft Office, Customer Service, Event Management, Live Events, Social Media, Volunteering, Final Cut Pro, Facebook, PowerPoint, Social Networking, Microsoft Word, Management, Marketing
Education
University of Houston 2013 — 2013
Paralegal Program Certificate
University of St. Thomas (TX) 2006 — 2010
Marketing, Minor in Finance and Communiciation
PKF Texas January 2010 - Present
Wells Fargo October 2008 - December 2009
Naman, Howell, Smith & Lee May 2007 - December 2007
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Financial Accounting, Microsoft Excel, Financial Analysis, Financial Reporting, Auditing, Microsoft Word, Accounting, CPA, General Ledger, SEC filings, Financial Audits
Education
University of Houston 2008 — 2009
Master's degree, Accounting
Baylor University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Direct Energy January 2015 - Present
Constellation June 2013 - January 2015
Constellation December 2009 - May 2013
MXenergy March 2009 - December 2009
MXenergy March 2008 - March 2009
Wells Fargo Bank March 2003 - March 2008
Wells Fargo March 2002 - March 2003
Skills
Analysis, Business Analysis, Commodity Markets, Management, Call Centers, Sarbanes-Oxley Act, CRM, Portfolio Management, Finance, Energy, Sales, Market Research, Risk Management, Natural Gas, Data Analysis, Marketing, Operations Management, Pricing, Process Improvement, Banking, Account Reconciliation
Education
University of St. Thomas (TX) 2009 — 2011
M.B.A., Finance
University of Houston 1999 — 2001
B.B.A., Finance
Virtus Partners, LLC June 2014 - Present
Virtus Partners, LLC February 2012 - May 2014
Wells Fargo May 2007 - February 2012
Bank of New York Mellon (Formerly JPMorgan Chase) November 2000 - April 2007
Skills
Portfolio Management, Fixed Income, Bloomberg, Cash Management, Financial Analysis, Capital Markets, Investments, Structured Finance, Asset Management, Banking
Education
University of Houston
Bachelor of Business Administration, Marketing
Weatherford September 2015 - Present
Weatherford International September 2013 - March 2015
Weatherford International June 2012 - September 2013
Expeditors International May 2010 - May 2012
Roops Auto Repair/Tire Shop 2008 - 2010
Wells Fargo 2007 - 2008
Skills
Logistics Management, Shipping, Transportation, Logistics, Supply Chain, Customs Regulations, Supply Chain Management, International Logistics, Warehousing, Transportation..., Freight Forwarding, Import, Operations Management, Inventory Management, International Trade, NAFTA, Air Freight, Freight, Customs Brokerage, Warehouse Management, Export, Trade Compliance, Import Export, Supply Chain..., Materials Management, Procurement, SAP, MRP
Education
University of Houston 2008 — 2011
Bachelor of science, Consumer Science & Merchandising
Hines March 2009 - Present
Wells Fargo July 2006 - February 2009
Skills
Sarbanes-Oxley Act, Financial Reporting, General Ledger, Investments, Due Diligence, Corporate Finance, Financial Modeling, Managerial Finance, Portfolio Management, Accounting, Leases, Fixed Assets, Finance, Cash Flow, Financial Analysis, Account Reconciliation, Internal Controls, Cash Management, Asset Management, Auditing, Cash Flow Forecasting, Valuation, Asset Managment, Consolidation, Microsoft Excel, Accounts Payable, Variance Analysis, Budgets, Property Management, Real Estate
Education
University of Houston
BBA, Finance
Hartford Funds May 2014 - Present
The Newport Group January 2011 - May 2014
Mercer March 2009 - December 2010
Wachovia, A Wells Fargo Company 2007 - 2009
Wells Fargo January 2004 - January 2007
RBC Dain Rauscher October 1998 - January 2004
MJ Whitman Advisors 1994 - 1998
Education
University of Houston 1988 — 1990
Finance
westfield high school 1982 — 1986
Texas Department of Insurance August 2010 - Present
Texas Department of Insurance August 2010 - Present
BBVA Compass March 2010 - August 2010
Wells Fargo June 2007 - March 2010
Nike- Retail Outlets April 2006 - May 2007
IBM April 2004 - July 2005
Skills
Loans, Credit, Mortgage Lending, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Consumer Lending, Small Business Lending, Loan Origination, Mortgage Banking, Retail Banking, Underwriting, Credit Risk, Portfolio Management
Education
Texas State University 2006 — 2008
Bachelor of Business Administration, Accounting and Finance
University of Houston
DITECH/Greentree January 2013 - Present
Wells Fargo Home Mortgage October 2010 - Present
Wells Fargo January 1980 - Present
Randstad January 2012 - January 2013
Wells Fargo Home Mortgage January 2010 - January 2012
JPMorgan Chase June 2010 - October 2010
JPMorgan Chase June 2006 - October 2010
Fidelity Hansen April 2004 - July 2005
Countrywide Home Loans/Correspondent/Wholesale Division January 2001 - January 2005
Fidelity National TitleFidelity National Financial January 2000 - January 2001
Skills
Mortgage Lending, Credit, Analysis, Loan Origination, Mortgage Banking, Fraud, Underwriting, Portfolio Management, Due Diligence, Residential Homes
Education
University of San Diego 1999 — 2001
Yes, Business Law/Paralegal accreditation
University of San Diego
Business Litigation
University of Houston
Business Administration
Travis Brothers Building Automation June 2012 - Present
All Phase Services June 2011 - July 2012
Wells Fargo September 2009 - May 2011
Skills
Banking, Commercial Banking, Retail Banking, Running conduit, Installing Devices, installing and..., Plumbing, Marine & Fresh Water..., Computer Hardware, Computer Repair, Computer Proficiency, Computer Maintenance, Academic Tutoring, Basic Carpentry
Education
University of Houston 2005 — 2010
Bachelor of Science (BSc), Economics
Bellaire Senior High 2000 — 2004
Comerica Bank March 2006 - August 2009
First Convenience Bank January 2004 - March 2006
Wells Fargo May 2000 - January 2004
Skills
Entrepreneurship, SEO, Online Advertising, E-commerce, Start-ups, Online Marketing, Web Development, Web Design, Social Media Marketing, Marketing Strategy, Social Media, WordPress, Small Business
Education
University of Houston 1999 — 2012
Wells Fargo 2005 - 2012
AT&T 1997 - 2000
AT&T 1997 - 2000
Providian Financial 1994 - 1996
Skills
Leadership, Customer Service, Project Planning, Budgets, Writing, Customer Relations, Fundraising, Credit Cards, Banking, Telecommunications, Dispute Resolution, Call Centers, Strategic Planning
Education
University of Houston 1989 — 1992
Communication, General
Wells Fargo 1999 - Present
Banque Nationale de Paris January 1998 - November 1999
Bank One, Texas (now JP Morgan/Chase) 1995 - 1998
Enron Capital and Trade 1992 - 1995
First City Bank (now JP Morgan/Chase) 1979 - 1992
Skills
Loans, Banking, Credit, Commercial Lending, Commercial Banking, Credit Analysis, Portfolio Management, Small Business Lending, Asset Based Lending, Treasury Management, Cash Management, Credit Risk
Education
Graduate School of Banking, Dartmouth 1980 — 1983
University of Houston
Master of Science (M.S.), Finance
Wells Fargo August 2013 - Present
Wells Fargo December 2012 - August 2013
Citibank, N.A., Hong kong April 2001 - August 2009
American Express International Inc., Hong Kong February 2000 - March 2001
The China-Hong Kong Telelink Co., Ltd., Hong Kong August 1997 - November 1999
Education
University of Hertfordshire 1995 — 1996
BSc (Hons), Statistic with computing
Best Buy July 2014 - Present
Athene Annuity & Life Assurance Company September 2013 - July 2014
Wells Fargo April 2011 - February 2013
United States Postal Service October 2010 - April 2011
Rainforest Alliance January 2010 - July 2010
PT. Rima Mitra Niaga July 2007 - August 2009
Skills
Photoshop, ISO 19011:2003, ISO 9000:2000, Application Lifecycle..., FSC Certification, Marketing Strategy, Market Research, Wireless Networking, Networking, Team Leadership, Executing Plans, Budgeting, Project Management, Project Planning
Education
University of Ballarat, Australia 2004 — 2006
Master of Business Administration (M.B.A.), Financial Management
University of Hertfordshire 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo November 2000 - Present
JPMorgan Chase & Co. June 1996 - November 2000
Tenneco Inc. September 1985 - June 1996
Skills
Relationship Management, Portfolio Management, Investments, Financial Services, 401k Plan Administration, Human Resources, Equities, Risk Management, Retirement, 401k
Education
University of Houston 1979 — 1985
Bachelor of Science (BS), Finance
Octagon July 2014 - August 2014
Houston Texans June 2012 - June 2014
Texas Clinic - Diwan Enterprises March 2010 - June 2013
Houston Astros January 2012 - May 2012
City of Houston January 2010 - December 2010
Wells Fargo June 2007 - January 2010
YMCA June 2005 - December 2005
Skills
Time Management, Community Outreach, Sales, Management, Sports, Customer Satisfaction, Microsoft Office, Customer Service, Event Planning, Microsoft Excel, Microsoft Word, PowerPoint, Social Media
Education
University of Houston 2006 — 2012
Bachelor of Science, Kinesiology: Sports Administration
Wells Fargo June 2012 - Present
Wells Fargo February 2008 - June 2011
Washington Mutual January 1997 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Budgets
Education
University of Houston 1995 — 2001
BBA, Finance, General
Wharton County Junior College 1992 — 1995
Associate's degree, Accounting
Wells Fargo July 2014 - Present
Education
University of Houston 2009 — 2012
Master of Business Administration (MBA), Finance, General
University of Houston 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
FMC Technologies August 2014 - Present
FMC Technologies August 2013 - August 2014
Wells Fargo April 2011 - August 2013
Starbucks June 2010 - August 2011
Skills
Access, Banking, Cash Management, Credit, Data Entry, Financial Analysis, Retail Banking, Customer Service
Education
University of Houston 2010 — 2014
BCFS Health & Human Services November 2012 - Present
Wells Fargo February 2010 - July 2011
Education
University of Houston 2006 — 2010
Bachelor of Arts (B.A.), History
Haven Wealth Group 2009 - Present
Wells Fargo June 1985 - April 2009
Skills
Management, Leadership, Sales, Microsoft Office, Microsoft Excel, Strategic Planning, Investments, Business Strategy, Strategy, Business Development
Education
University of Houston
Bachelor of Business Administration (BBA), Finance
Wells Fargo February 1986 - Present
Education
University of Houston 1970 — 1975
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo May 2009 - Present
Wells Fargo September 2005 - May 2009
Wells Fargo April 2002 - September 2005
Wells Fargo February 1996 - April 1999
Wells Fargo January 1989 - February 1996
Bank of America 1984 - 1988
Wells Fargo 1981 - 1984
Skills
Risk Management, Internal Communications, Strategic Communications, Process Improvement, Banking, Business Analysis, Program Management, Requirements Analysis, Strategic Planning, Customer Service, Customer Experience, Customer Experience..., Customer Communication, Relationship Management, Marketing Communications, Call Center..., Business Partner Support
Education
Southwestern Graduate School of Banking at Southern Methodist University 1986 — 1988
Certificate, Banking and Financial Support Services
University of Houston 1975 — 1979
Bachelor of Arts (B.A.), Bachelor of Music
High School for the Performing and Visual Arts 1972 — 1975
High School/Secondary Diplomas and Certificates
MHMRA of Harris County August 2007 - Present
Wells Fargo October 2003 - October 2004
University of Louisiana at Monroe December 1998 - April 2003
Skills
Conflict Resolution, Case Managment, Behavioral Health, Coordination, Facilitators, Teaching, Promotions, Public Relations, Public Speaking, Training
Education
University of Houston 2004 — 2007
Clinical/Medical Social Work
University of Lousiana at Monroe 1998 — 2003
Mass Communications. Public Relations
VantageHRO March 2015 - Present
VantageHRO September 2014 - March 2015
alliantgroup February 2014 - July 2014
Wells Fargo December 2009 - February 2014
Skills
Customer Service, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Management, Social Media, Public Speaking, Teamwork, Research, Human Resources, Employee Benefits, ADP Payroll, Team Building, Culture Change, Training & Development
Education
University of Houston 2008 — 2013
Bachelor of Science (B.S.), Economics
Wells Fargo January 2010 - Present
Wachovia Bank 2005 - 2009
World Savings 2004 - 2005
World Savings 2000 - 2004
World Savings 2000 - 2001
World Savings Bank 1998 - 2000
Education
University of Houston
Bachelor’s Degree, Business Management