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
Priya Krishnakumar Priya Krishnakumar's Wells Fargo Experience August 2003 - November 2005
Job Product management
Industry Internet
Experience
Polyvore July 2014 - December 2014
Art.com November 2013 - May 2014
Wize Commerce (formerly Nextag) May 2011 - December 2012
Ancestry.com November 2009 - April 2011
Hewlett-Packard, Snapfish division October 2007 - October 2009
Hewlett-Packard, Snapfish division December 2005 - October 2007
Wells Fargo August 2003 - November 2005
Arthur Andersen LLP October 2001 - August 2002
Skills
Product Management, User Experience, Agile Methodologies, Marketing, E-commerce, Usability Engineering, Web Applications, JavaScript, Product Development, SaaS, Cross-functional Team..., Agile Project Management, Management, Mobile Devices, User Interface Design, Web Analytics, CRM, Strategy, Usability Testing, SEO, Usability, Mobile Applications
Education
University of Massachusetts, Amherst 1996 — 2001
BS, Mathematics
Polyvore July 2014 - December 2014
Art.com November 2013 - May 2014
Wize Commerce (formerly Nextag) May 2011 - December 2012
Ancestry.com November 2009 - April 2011
Hewlett-Packard, Snapfish division October 2007 - October 2009
Hewlett-Packard, Snapfish division December 2005 - October 2007
Wells Fargo August 2003 - November 2005
Arthur Andersen LLP October 2001 - August 2002
Skills
Product Management, User Experience, Agile Methodologies, Marketing, E-commerce, Usability Engineering, Web Applications, JavaScript, Product Development, SaaS, Cross-functional Team..., Agile Project Management, Management, Mobile Devices, User Interface Design, Web Analytics, CRM, Strategy, Usability Testing, SEO, Usability, Mobile Applications
Education
University of Massachusetts, Amherst 1996 — 2001
BS, Mathematics
Ramsey Emara Ramsey Emara's Wells Fargo Experience 2003 - 2011
Job Vice President at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan 2014 - Present
JPMorgan Chase & Co. 2011 - 2014
Wells Fargo 2003 - 2011
GTD, Inc 2000 - 2003
Skills
Commercial Banking, Treasury Management, Portfolio Management, Credit, Commercial Lending, Business Development, Sales, Financial Analysis, Cross Selling, Cash Management, Financial Services, Loans, Investments, Risk Management, Relationship Management, Capital Markets, Working Capital..., Payments, Merchant Services, Small Business Lending, Asset Based Lending
Education
University of Michigan 2000 — 2003
B.A.
J.P. Morgan 2014 - Present
JPMorgan Chase & Co. 2011 - 2014
Wells Fargo 2003 - 2011
GTD, Inc 2000 - 2003
Skills
Commercial Banking, Treasury Management, Portfolio Management, Credit, Commercial Lending, Business Development, Sales, Financial Analysis, Cross Selling, Cash Management, Financial Services, Loans, Investments, Risk Management, Relationship Management, Capital Markets, Working Capital..., Payments, Merchant Services, Small Business Lending, Asset Based Lending
Education
University of Michigan 2000 — 2003
B.A.
Robert Bhat Robert Bhat's Wells Fargo Experience January 2007 - April 2014
Job Vice President at NorthMarq Capital
Industry Commercial Real Estate
Experience
NorthMarq Capital May 2014 - Present
Wells Fargo January 2007 - April 2014
Wells Fargo Bank October 2009 - February 2010
Skills
Real Estate, Investments, Loans, Underwriting, Credit, Business Analysis, Business, Asset Based Lending, Credit Analysis, Commercial Real Estate, Finance, Portfolio Management, Risk Management, Real Estate Economics, Commercial Mortgages, Management, Asset Management
Education
University of Miami 2013 — 2015
Master of Business Administration (MBA)
Virginia Commonwealth University 2002 — 2007
B.S., Finance
NorthMarq Capital May 2014 - Present
Wells Fargo January 2007 - April 2014
Wells Fargo Bank October 2009 - February 2010
Skills
Real Estate, Investments, Loans, Underwriting, Credit, Business Analysis, Business, Asset Based Lending, Credit Analysis, Commercial Real Estate, Finance, Portfolio Management, Risk Management, Real Estate Economics, Commercial Mortgages, Management, Asset Management
Education
University of Miami 2013 — 2015
Master of Business Administration (MBA)
Virginia Commonwealth University 2002 — 2007
B.S., Finance
Todd B. Clark's Wells Fargo Experience May 2006 - May 2008
Job Director of Corporate Partnerships at Maverik Center and Utah Grizzlies (ECHL Hockey).
Industry Marketing and Advertising
Experience
Utah Grizzlies January 2013 - Present
POSH Electronics Inc. August 2012 - January 2013
Miller Motorsports Park May 2008 - July 2012
Wells Fargo May 2006 - May 2008
Wells Fargo May 2004 - May 2006
Fidelity Investments May 2003 - May 2004
Fidelity Investments May 2001 - May 2003
Fidelity Investments April 1999 - May 2001
Skills
Brand Development, Sponsorship Management, Motorsports Marketing, Partnership Programs, Sponsorship Marketing, Sponsorship Negotiations, Corporate Sponsorships, Sponsorship, Online Marketing, Strategic Partnerships, Sports, Customer Satisfaction, Strategy, Social Media Marketing, Partnerships, Sales, Brand Awareness, New Business Development, Marketing, Marketing Strategy, Management, Business Strategy, Customer Service, Sports Marketing, Event Planning, Business Development, Advertising, Negotiation, Sponsorship Activation, Event Management, Budgets, Strategic Planning, Online Advertising, Marketing Communications, Sponsorship Sales, Relationship Marketing, Leadership, Team Leadership, Sports Management, Copywriting, Program Management, Public Relations, Ticket Sales, Analytical Skills, Sales Operations, Social Media, Project Planning, Account Management, Sales Presentations, Email Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, Finance
Utah State University 1994 — 1998
Bachelor's degree, Sports and Exercise
Sugar Salem High School 1987 — 1990
Utah Grizzlies January 2013 - Present
POSH Electronics Inc. August 2012 - January 2013
Miller Motorsports Park May 2008 - July 2012
Wells Fargo May 2006 - May 2008
Wells Fargo May 2004 - May 2006
Fidelity Investments May 2003 - May 2004
Fidelity Investments May 2001 - May 2003
Fidelity Investments April 1999 - May 2001
Skills
Brand Development, Sponsorship Management, Motorsports Marketing, Partnership Programs, Sponsorship Marketing, Sponsorship Negotiations, Corporate Sponsorships, Sponsorship, Online Marketing, Strategic Partnerships, Sports, Customer Satisfaction, Strategy, Social Media Marketing, Partnerships, Sales, Brand Awareness, New Business Development, Marketing, Marketing Strategy, Management, Business Strategy, Customer Service, Sports Marketing, Event Planning, Business Development, Advertising, Negotiation, Sponsorship Activation, Event Management, Budgets, Strategic Planning, Online Advertising, Marketing Communications, Sponsorship Sales, Relationship Marketing, Leadership, Team Leadership, Sports Management, Copywriting, Program Management, Public Relations, Ticket Sales, Analytical Skills, Sales Operations, Social Media, Project Planning, Account Management, Sales Presentations, Email Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, Finance
Utah State University 1994 — 1998
Bachelor's degree, Sports and Exercise
Sugar Salem High School 1987 — 1990
Rachael Maltese Rachael Maltese's Wells Fargo Experience July 2012 - Present
Job Relationship Manager at Wells Fargo
Industry Real Estate
Experience
Wells Fargo July 2012 - Present
FoodFan July 2011 - July 2012
Greener Earth Financial Solutions May 2009 - June 2012
Maltese Developments 2004 - 2009
DRA Advisors LLC 2008 - 2008
Skills
Real Estate, Financial Analysis, Finance, Strategic Financial..., Market Analysis, Analytics, Loans, Project Finance, Financial Modeling, Mergers & Acquisitions, Management, Portfolio Management
Education
University of Miami 2005 — 2009
Bachelor of Science (BS), Finance, General
University of Miami - School of Business 2005 — 2009
Bachelor of Science, Finance, Business Management, Business Law
Wells Fargo July 2012 - Present
FoodFan July 2011 - July 2012
Greener Earth Financial Solutions May 2009 - June 2012
Maltese Developments 2004 - 2009
DRA Advisors LLC 2008 - 2008
Skills
Real Estate, Financial Analysis, Finance, Strategic Financial..., Market Analysis, Analytics, Loans, Project Finance, Financial Modeling, Mergers & Acquisitions, Management, Portfolio Management
Education
University of Miami 2005 — 2009
Bachelor of Science (BS), Finance, General
University of Miami - School of Business 2005 — 2009
Bachelor of Science, Finance, Business Management, Business Law
Chad Uhler's Wells Fargo Experience July 2015 - Present
Job Financial Analyst at Wells Fargo
Industry
Experience
Wells Fargo July 2015 - Present
Wells Fargo June 2014 - August 2014
Deloitte & Touche LLP June 2013 - August 2013
National Life Group June 2011 - August 2011
Skills
Teamwork, Financial Analysis, Microsoft Office, Public Speaking, Market Research, Business Strategy, Leadership, Time Management, Customer Service, Microsoft Excel, Finance, PowerPoint
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor’s Degree, Finance
University of Michigan 2010 — 2011
Pre-Business
Wells Fargo July 2015 - Present
Wells Fargo June 2014 - August 2014
Deloitte & Touche LLP June 2013 - August 2013
National Life Group June 2011 - August 2011
Skills
Teamwork, Financial Analysis, Microsoft Office, Public Speaking, Market Research, Business Strategy, Leadership, Time Management, Customer Service, Microsoft Excel, Finance, PowerPoint
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor’s Degree, Finance
University of Michigan 2010 — 2011
Pre-Business
Allison Gelfman Allison Gelfman's Wells Fargo Experience December 1999 - Present
Job Managing Director at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo December 1999 - Present
JLJ Medical Technology, LLC June 1998 - December 1999
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Wells Fargo December 1999 - Present
JLJ Medical Technology, LLC June 1998 - December 1999
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Ana Perera Ana Perera's Wells Fargo Experience November 2012 - Present
Job Store Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2012 - Present
TACO BELL – Food Services October 2007 - 2012
BJs WHOLESALE – Specialty Retailer August 2007 - October 2009
GREEN STREET CAFÉ – Food Services August 2004 - April 2007
GABLES DINER – Food Services August 2002 - August 2004
MAMBO CAFÉ – Food Services October 1997 - July 2002
Skills
Restaurant Management, Restaurants, Food & Beverage, Food Service, Hospitality, Menu Development, Labor Control, Food, Customer Service, Hospitality Management, Inventory Management, Profit, Hiring, Multi-unit, P, Sales, Team Building
Education
University of Miami
Emerging Manager Certificate Program
Suffolk Community College 1988 — 1990
Criminal Justice
Wells Fargo November 2012 - Present
TACO BELL – Food Services October 2007 - 2012
BJs WHOLESALE – Specialty Retailer August 2007 - October 2009
GREEN STREET CAFÉ – Food Services August 2004 - April 2007
GABLES DINER – Food Services August 2002 - August 2004
MAMBO CAFÉ – Food Services October 1997 - July 2002
Skills
Restaurant Management, Restaurants, Food & Beverage, Food Service, Hospitality, Menu Development, Labor Control, Food, Customer Service, Hospitality Management, Inventory Management, Profit, Hiring, Multi-unit, P, Sales, Team Building
Education
University of Miami
Emerging Manager Certificate Program
Suffolk Community College 1988 — 1990
Criminal Justice
Emily Swift Emily Swift's Wells Fargo Experience May 2015 - Present
Job RCIS Crop Adjuster
Industry Insurance
Experience
Wells Fargo May 2015 - Present
University of Michigan Health System September 2013 - Present
Swift Pumpkins September 1995 - Present
University of Michigan Athletic Department February 2013 - May 2015
University of Michigan Rec Sports September 2011 - April 2015
Fox Sport & Detroit Tigers January 2014 - May 2014
University of Michigan Women's Gymnastics September 2011 - August 2013
University of Michigan September 2011 - January 2012
Skills
Social Media Marketing, Event Planning, Sports Management, Sports Marketing, Public Speaking, Public Relations, Microsoft Office, Microsoft Excel, Photoshop, PowerPoint, Prezi, Customer Service, Customer Satisfaction, Customer Retention, Customer Oriented, Customer Experience
Education
University of Michigan 2011 — 2015
Bachelor of General Studies, Sport Management and Business Marketing
Bronson Jr/Sr High School 2007 — 2011
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo May 2015 - Present
University of Michigan Health System September 2013 - Present
Swift Pumpkins September 1995 - Present
University of Michigan Athletic Department February 2013 - May 2015
University of Michigan Rec Sports September 2011 - April 2015
Fox Sport & Detroit Tigers January 2014 - May 2014
University of Michigan Women's Gymnastics September 2011 - August 2013
University of Michigan September 2011 - January 2012
Skills
Social Media Marketing, Event Planning, Sports Management, Sports Marketing, Public Speaking, Public Relations, Microsoft Office, Microsoft Excel, Photoshop, PowerPoint, Prezi, Customer Service, Customer Satisfaction, Customer Retention, Customer Oriented, Customer Experience
Education
University of Michigan 2011 — 2015
Bachelor of General Studies, Sport Management and Business Marketing
Bronson Jr/Sr High School 2007 — 2011
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Catherine Greenspan Catherine Greenspan's Wells Fargo Experience June 2013 - January 2014
Job Sales Manager at Macy's
Industry Writing and Editing
Experience
Macy's October 2014 - Present
Weight Watchers October 2013 - Present
Macy's April 2014 - October 2014
Macy's July 2013 - April 2014
Wells Fargo June 2013 - January 2014
Morgan Stanley Wealth Management October 2010 - April 2013
MSP Wealth Management (formerly S&P Wealth Management) July 2008 - September 2010
UBS Wealth Management & Morgan Keegan & Co. Inc. June 2004 - April 2008
University of Tennessee at Chattanooga September 2004 - December 2004
Various January 1998 - December 2004
Skills
Research, Public Speaking, Customer Service, Fundraising, Finance, Editing, Notary Public, Insurance
Education
University of San Francisco 1994 — 1996
MA, Writing
University of Michigan 1986 — 1990
BA, English
Okemos High School
Macy's October 2014 - Present
Weight Watchers October 2013 - Present
Macy's April 2014 - October 2014
Macy's July 2013 - April 2014
Wells Fargo June 2013 - January 2014
Morgan Stanley Wealth Management October 2010 - April 2013
MSP Wealth Management (formerly S&P Wealth Management) July 2008 - September 2010
UBS Wealth Management & Morgan Keegan & Co. Inc. June 2004 - April 2008
University of Tennessee at Chattanooga September 2004 - December 2004
Various January 1998 - December 2004
Skills
Research, Public Speaking, Customer Service, Fundraising, Finance, Editing, Notary Public, Insurance
Education
University of San Francisco 1994 — 1996
MA, Writing
University of Michigan 1986 — 1990
BA, English
Okemos High School
Matt Teasley Matt Teasley's Wells Fargo Experience August 2014 - Present
Job Producer at macys.com
Industry Internet
Experience
Wells Fargo August 2014 - Present
Macys.com January 2012 - July 2014
Chevron March 2010 - October 2011
Growing Creatives July 2009 - January 2010
fuseproject June 2008 - July 2009
Herman Miller Inc January 2006 - September 2007
Knape & Vogt January 2002 - January 2006
The Ideas Group April 2000 - May 2001
Saatchi & Saatchi Advertising September 1998 - April 2000
Hal Riney & Partners October 1996 - September 1998
Skills
Online Marketing, Marketing, E-commerce, Online Advertising, Marketing Strategy, Advertising, Project Management, Product Development, Social Media, Integrated Marketing
Education
University of Michigan
BA Degree, Communications
Wells Fargo August 2014 - Present
Macys.com January 2012 - July 2014
Chevron March 2010 - October 2011
Growing Creatives July 2009 - January 2010
fuseproject June 2008 - July 2009
Herman Miller Inc January 2006 - September 2007
Knape & Vogt January 2002 - January 2006
The Ideas Group April 2000 - May 2001
Saatchi & Saatchi Advertising September 1998 - April 2000
Hal Riney & Partners October 1996 - September 1998
Skills
Online Marketing, Marketing, E-commerce, Online Advertising, Marketing Strategy, Advertising, Project Management, Product Development, Social Media, Integrated Marketing
Education
University of Michigan
BA Degree, Communications
Faith Rothberg Faith Rothberg's Wells Fargo Experience January 1992 - October 1996
Job Chief Executive Officer at College Recruiter
Industry Internet
Experience
College Recruiter January 2011 - Present
International Association of Employment Websites (IAEWS) February 2014 - Present
College Recruiter November 1996 - December 2010
Wells Fargo January 1992 - October 1996
KPMG September 1989 - December 1991
Ford Motor Company June 1985 - November 1989
Skills
Social Media Marketing, Online Advertising, Advertising, Email Marketing, Management, SEO, Start-ups, Strategic Planning, Strategy, Account Management, Business Strategy, Business Development, Leadership, Program Management, Recruiting, Lead Generation, Strategic Partnerships, Human Resources, Marketing, Budgets, CRM, Sourcing, Project Planning, Entrepreneurship, Coaching, PPC, Technology, Technology Integration, Information Technology, Online Marketing, Social Networking, SEM
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA, Corporate Strategy, Marketing
University of Wisconsin-Madison - School of Business 1981 — 1985
BBA, Information Technology
Edina East High School
College Recruiter January 2011 - Present
International Association of Employment Websites (IAEWS) February 2014 - Present
College Recruiter November 1996 - December 2010
Wells Fargo January 1992 - October 1996
KPMG September 1989 - December 1991
Ford Motor Company June 1985 - November 1989
Skills
Social Media Marketing, Online Advertising, Advertising, Email Marketing, Management, SEO, Start-ups, Strategic Planning, Strategy, Account Management, Business Strategy, Business Development, Leadership, Program Management, Recruiting, Lead Generation, Strategic Partnerships, Human Resources, Marketing, Budgets, CRM, Sourcing, Project Planning, Entrepreneurship, Coaching, PPC, Technology, Technology Integration, Information Technology, Online Marketing, Social Networking, SEM
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA, Corporate Strategy, Marketing
University of Wisconsin-Madison - School of Business 1981 — 1985
BBA, Information Technology
Edina East High School
Sajal Agarwal Sajal Agarwal's Wells Fargo Experience September 2014 - Present
Job Senior Vice President, Credit Risk Management at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Capital One June 2012 - Present
Skills
Six Sigma, Fraud, Online Fraud, Risk Management, Management, Credit Risk, Statistical Modeling, Business Valuation, Credit Cards, Risk Analytics, Risk Assessment, Payments, Web Analytics, Process Engineering, Banking, Financial Modeling, Business Analysis, Credit, Competitive Analysis, Strategic Communications, Analytics, Process Improvement, Portfolio Management
Education
University of Michigan 2000 — 2002
MSE, Industrial and Operations Engg
Marine Engineering Research Institute 1993 — 1997
B.E. Marine Engg, Marine Engineering
Wells Fargo September 2014 - Present
Capital One June 2012 - Present
Skills
Six Sigma, Fraud, Online Fraud, Risk Management, Management, Credit Risk, Statistical Modeling, Business Valuation, Credit Cards, Risk Analytics, Risk Assessment, Payments, Web Analytics, Process Engineering, Banking, Financial Modeling, Business Analysis, Credit, Competitive Analysis, Strategic Communications, Analytics, Process Improvement, Portfolio Management
Education
University of Michigan 2000 — 2002
MSE, Industrial and Operations Engg
Marine Engineering Research Institute 1993 — 1997
B.E. Marine Engg, Marine Engineering
Sean McNally Sean McNally's Wells Fargo Experience January 2015 - Present
Job Home Mortgage Consultant with Wells Fargo. Wells Fargo Military Certified NMSLR ID: 1281878
Industry Real Estate
Experience
Wells Fargo January 2015 - Present
Skills
Microsoft Office, Marketing, Social Media, Customer Service, Time Management, Entrepreneurship, Microsoft Excel, Business Development, Strategic Planning, Project Management, Business Strategy, Marketing Strategy, New Business Development, Business Planning, Start-ups, Sales, Leadership, Consulting, Teamwork, FHA Financing, VA Loans, Conventional Financing, Down Payment Assistance, Jumbo Loans
Education
University of Miami - School of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Garces Memorial High School 2005 — 2009
High School
Wells Fargo January 2015 - Present
Skills
Microsoft Office, Marketing, Social Media, Customer Service, Time Management, Entrepreneurship, Microsoft Excel, Business Development, Strategic Planning, Project Management, Business Strategy, Marketing Strategy, New Business Development, Business Planning, Start-ups, Sales, Leadership, Consulting, Teamwork, FHA Financing, VA Loans, Conventional Financing, Down Payment Assistance, Jumbo Loans
Education
University of Miami - School of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Garces Memorial High School 2005 — 2009
High School
Sam Siddiqui's Wells Fargo Experience July 2012 - March 2014
Job Consultant
Industry Financial Services
Experience
USAA April 2014 - Present
Wells Fargo July 2012 - March 2014
JPMorgan Chase March 2011 - June 2012
Hyatt Hotels Corporation January 2010 - April 2011
Starbucks May 2005 - March 2007
Skills
Experienced Sales..., Commitment to Customer..., Dependable Team Player, Highly motivated..., Relationship Management, Retail Banking, Financial Services, Risk Management, Banking, Credit, Customer Satisfaction, Finance, Financial Analysis, Portfolio Management, Time Management, Sales, Customer Service, Customer Experience, CRM, Management
Education
University of Michigan 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
USAA April 2014 - Present
Wells Fargo July 2012 - March 2014
JPMorgan Chase March 2011 - June 2012
Hyatt Hotels Corporation January 2010 - April 2011
Starbucks May 2005 - March 2007
Skills
Experienced Sales..., Commitment to Customer..., Dependable Team Player, Highly motivated..., Relationship Management, Retail Banking, Financial Services, Risk Management, Banking, Credit, Customer Satisfaction, Finance, Financial Analysis, Portfolio Management, Time Management, Sales, Customer Service, Customer Experience, CRM, Management
Education
University of Michigan 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Blake Sigman Blake Sigman's Wells Fargo Experience May 2015 - Present
Job Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Wells Fargo October 2007 - Present
Wells Fargo Bank June 2007 - October 2007
Wells Fargo Bank June 2006 - June 2007
Skills
Treasury Management, Commercial Banking, Banking, Finance, Loans, Credit, Commercial Lending, Portfolio Management, Risk Management, Credit Analysis, Financial Analysis, Consumer Lending, Management, Small Business Lending, Financial Services
Education
Umass Amherst 1999 — 2003
Wells Fargo May 2015 - Present
Wells Fargo October 2007 - Present
Wells Fargo Bank June 2007 - October 2007
Wells Fargo Bank June 2006 - June 2007
Skills
Treasury Management, Commercial Banking, Banking, Finance, Loans, Credit, Commercial Lending, Portfolio Management, Risk Management, Credit Analysis, Financial Analysis, Consumer Lending, Management, Small Business Lending, Financial Services
Education
Umass Amherst 1999 — 2003
Jessica Pouza, CPA's Wells Fargo Experience December 2012 - Present
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2012 - Present
Compass Group North America June 2010 - November 2012
Ernst & Young September 2007 - May 2010
Skills
Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, Financial Analysis, Variance Analysis, Financial Accounting, US GAAP, Auditing, Hyperion Enterprise, IFRS, GAAP, General Ledger
Education
University of Miami 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Wells Fargo December 2012 - Present
Compass Group North America June 2010 - November 2012
Ernst & Young September 2007 - May 2010
Skills
Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, Financial Analysis, Variance Analysis, Financial Accounting, US GAAP, Auditing, Hyperion Enterprise, IFRS, GAAP, General Ledger
Education
University of Miami 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Brian Gutbrod Brian Gutbrod's Wells Fargo Experience June 2014 - August 2014
Job Global Leadership Program at Michelin
Industry Automotive
Experience
Michelin July 2015 - Present
Wells Fargo June 2014 - August 2014
American Heritage Motorcycles, LLC March 2014 - May 2014
Trillium Trading, LLC September 2002 - June 2012
Skills
Electronic Trading, Equity Trading, Trading Systems, Equities, Investments, Proprietary Trading, Trading, Trading Strategies, Valuation, Financial Modeling, Bloomberg, Portfolio Management, Hedge Funds, Options, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Accounting
University of Chicago 1999 — 2002
Bachelor's degree, Law, Letters, and Society
Michelin July 2015 - Present
Wells Fargo June 2014 - August 2014
American Heritage Motorcycles, LLC March 2014 - May 2014
Trillium Trading, LLC September 2002 - June 2012
Skills
Electronic Trading, Equity Trading, Trading Systems, Equities, Investments, Proprietary Trading, Trading, Trading Strategies, Valuation, Financial Modeling, Bloomberg, Portfolio Management, Hedge Funds, Options, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Accounting
University of Chicago 1999 — 2002
Bachelor's degree, Law, Letters, and Society
Orlando R Cruz's Wells Fargo Experience 1991 - 2010
Job Head of MetLife Securities, Inc.
Industry Financial Services
Experience
MetLife May 2014 - Present
SunTrust Bank January 2013 - April 2014
ING 2010 - 2013
Wells Fargo 1991 - 2010
Skills
Sales Management, Wealth Management, Retirement, Annuity Sales, Investment Advisory, International Sales, CRM, 401k, FINRA, Fixed Annuities, IRAs, Asset Management, Financial Advisory, Leadership, Management
Education
University of Miami 1987 — 1991
BA, Finance
FINRA
Series 4, 7, 24, 53, 66. Life and Health Insurance
MetLife May 2014 - Present
SunTrust Bank January 2013 - April 2014
ING 2010 - 2013
Wells Fargo 1991 - 2010
Skills
Sales Management, Wealth Management, Retirement, Annuity Sales, Investment Advisory, International Sales, CRM, 401k, FINRA, Fixed Annuities, IRAs, Asset Management, Financial Advisory, Leadership, Management
Education
University of Miami 1987 — 1991
BA, Finance
FINRA
Series 4, 7, 24, 53, 66. Life and Health Insurance
Nolan McClain Nolan McClain's Wells Fargo Experience June 2013 - August 2013
Job Associate Consultant at Bain & Company
Industry Financial Services
Experience
Bain & Company August 2014 - Present
BOND Consulting Group September 2012 - Present
Eastdil Secured May 2014 - August 2014
Wells Fargo June 2013 - August 2013
University of Michigan September 2011 - April 2013
Siemens May 2012 - August 2012
The Michigan Daily September 2011 - December 2011
Skills
Microsoft Excel, German, SharePoint, NVivo, Data Analysis, PowerPoint, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.98/4.0
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), German Studies, 3.98/4.0
Bain & Company August 2014 - Present
BOND Consulting Group September 2012 - Present
Eastdil Secured May 2014 - August 2014
Wells Fargo June 2013 - August 2013
University of Michigan September 2011 - April 2013
Siemens May 2012 - August 2012
The Michigan Daily September 2011 - December 2011
Skills
Microsoft Excel, German, SharePoint, NVivo, Data Analysis, PowerPoint, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.98/4.0
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), German Studies, 3.98/4.0
Michelle Palomino Michelle Palomino's Wells Fargo Experience April 2012 - Present
Job Wells Fargo Corporate Communications, Florida Region
Industry Banking
Experience
Wells Fargo April 2012 - Present
The Conroy Martinez Group November 2003 - April 2012
Cheryl Andrews Marketing July 2000 - November 2003
Skills
Social Media Marketing, Media Relations, Press Releases, Marketing Strategy, Corporate Communications, Strategic Communications, Social Media, Crisis Communications, Marketing Communications, Public Relations, Communicaitons, Strategic Public..., Community Strategy, Marketing, Internal Communications, Publicity, Speech Writing, Reputation Management, Crisis Management, Integrated Marketing, Advertising
Education
University of Miami - School of Business 1996 — 1998
Master of Business Administration (MBA), Finance and Marketing
Wells Fargo April 2012 - Present
The Conroy Martinez Group November 2003 - April 2012
Cheryl Andrews Marketing July 2000 - November 2003
Skills
Social Media Marketing, Media Relations, Press Releases, Marketing Strategy, Corporate Communications, Strategic Communications, Social Media, Crisis Communications, Marketing Communications, Public Relations, Communicaitons, Strategic Public..., Community Strategy, Marketing, Internal Communications, Publicity, Speech Writing, Reputation Management, Crisis Management, Integrated Marketing, Advertising
Education
University of Miami - School of Business 1996 — 1998
Master of Business Administration (MBA), Finance and Marketing
Gabriela Orselli's Wells Fargo Experience March 2008 - May 2011
Job Executive Director Capital Advisor J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - October 2014
Barclays Wealth May 2011 - September 2013
Wells Fargo March 2008 - May 2011
Citibank August 2000 - March 2007
HSBC Bank (former Credit Commercial de France) June 1993 - January 1998
Skills
Finance, Credit, Financial Analysis, Wealth Management, Strategic Planning, Portfolio Management, Valuation, Business Strategy, Capital Markets, Equities
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Finance
EAESP - FUNDACAO GETULIO VARGAS 1989 — 1993
BBA, Business Administration - Finance
J.P. Morgan September 2013 - October 2014
Barclays Wealth May 2011 - September 2013
Wells Fargo March 2008 - May 2011
Citibank August 2000 - March 2007
HSBC Bank (former Credit Commercial de France) June 1993 - January 1998
Skills
Finance, Credit, Financial Analysis, Wealth Management, Strategic Planning, Portfolio Management, Valuation, Business Strategy, Capital Markets, Equities
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Finance
EAESP - FUNDACAO GETULIO VARGAS 1989 — 1993
BBA, Business Administration - Finance
Christy Brigance Christy Brigance's Wells Fargo Experience October 2006 - December 2007
Job Loan Administration Manager at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage September 2014 - Present
Accenture May 2014 - September 2014
Wells Fargo Home Mortgage July 2012 - April 2014
Wells Fargo Home Mortgage December 2007 - August 2012
Wells Fargo October 2006 - December 2007
Wells Fargo Home Mortgage August 2005 - October 2006
Skills
Mortgage Lending, Mortgage Banking, Mortgage, Loans, Loss Mitigation, Refinance, Residential Mortgages, Consumer Lending, FHA, Underwriting, Banking, Credit Analysis
Education
University of Michigan 2000 — 2004
Bachelor of Arts (BA), History
Wells Fargo Home Mortgage September 2014 - Present
Accenture May 2014 - September 2014
Wells Fargo Home Mortgage July 2012 - April 2014
Wells Fargo Home Mortgage December 2007 - August 2012
Wells Fargo October 2006 - December 2007
Wells Fargo Home Mortgage August 2005 - October 2006
Skills
Mortgage Lending, Mortgage Banking, Mortgage, Loans, Loss Mitigation, Refinance, Residential Mortgages, Consumer Lending, FHA, Underwriting, Banking, Credit Analysis
Education
University of Michigan 2000 — 2004
Bachelor of Arts (BA), History
Dennis Jacob Baker Dennis Jacob Baker's Wells Fargo Experience November 2004 - January 2005
Job Commercial Lending Officer at Christian Financial
Industry Banking
Experience
Christian Financial Credit Union 2014 - Present
Bank of America March 2008 - May 2012
Bank of America January 2006 - April 2008
LaSalle Bank January 2006 - April 2008
Wells Fargo November 2004 - January 2005
Skills
Banking, Credit, Loans, Financial Analysis, Portfolio Management, Commercial Lending, Financial Modeling, Risk Management, Finance, Underwriting, Credit Analysis, Treasury Management, Commercial Banking, Credit Risk, Cash Management, Financial Reporting, Accounting, Small Business Lending, Microsoft Excel, Loan Origination, Accounts Receivable, Cash Flow, Corporate Finance, Mortgage Lending, Treasury Services, Financial Risk, Financial Structuring, Relationship Management, Liquidity Management
Education
Walsh College
Accounting, Finishing up accounting requirement in preparation for the CPA exams., 4.0
Walsh College of Accountancy and Business Administration 2002 — 2003
Master of Science, Finance, 4.0
University of Michigan 1998 — 2002
Bachelor of Arts, Economics, 3.3
Christian Financial Credit Union 2014 - Present
Bank of America March 2008 - May 2012
Bank of America January 2006 - April 2008
LaSalle Bank January 2006 - April 2008
Wells Fargo November 2004 - January 2005
Skills
Banking, Credit, Loans, Financial Analysis, Portfolio Management, Commercial Lending, Financial Modeling, Risk Management, Finance, Underwriting, Credit Analysis, Treasury Management, Commercial Banking, Credit Risk, Cash Management, Financial Reporting, Accounting, Small Business Lending, Microsoft Excel, Loan Origination, Accounts Receivable, Cash Flow, Corporate Finance, Mortgage Lending, Treasury Services, Financial Risk, Financial Structuring, Relationship Management, Liquidity Management
Education
Walsh College
Accounting, Finishing up accounting requirement in preparation for the CPA exams., 4.0
Walsh College of Accountancy and Business Administration 2002 — 2003
Master of Science, Finance, 4.0
University of Michigan 1998 — 2002
Bachelor of Arts, Economics, 3.3
Grant Chin Grant Chin's Wells Fargo Experience January 2015 - Present
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2015 - Present
ConnectOne Bank June 2012 - June 2015
TD April 2009 - June 2012
Skills
Commercial Lending, Commercial Banking, Credit, Loans, Banking, Small Business Lending, Credit Analysis, Portfolio Management, Mortgage Lending, Commercial Mortgages, Real Estate, Lines Of Credit, Finance
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Wells Fargo January 2015 - Present
ConnectOne Bank June 2012 - June 2015
TD April 2009 - June 2012
Skills
Commercial Lending, Commercial Banking, Credit, Loans, Banking, Small Business Lending, Credit Analysis, Portfolio Management, Mortgage Lending, Commercial Mortgages, Real Estate, Lines Of Credit, Finance
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Dan Shapiro's Wells Fargo Experience January 2012 - Present
Job Regional Sales Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo January 2012 - Present
Juvenile Diabetes Research Foundation June 2012 - Present
Comerica September 2010 - January 2012
GE Antares Capital August 2002 - April 2010
Robertson Stephens July 2000 - July 2002
Piper Jaffray 1996 - 1999
Skills
Debt, Leveraged Finance, Private Equity, Cleantech, Food & Beverage, Deal Structuring, Commercial Banking, Manufacturing, Distribution, Underwriting, Complex Transactions, M&A due diligence, Mergers, Factoring, Asset Based Lending, Cash Flow Lending, Hedging, Foreign Exchange..., Commodities, Investment Banking, Real Estate Financing, Technology, Payment Industry, Venture Capital, Strategy, Mergers, Loans, Financial Analysis, Due Diligence, Credit Analysis, Commercial Lending, Banking, Mergers & Acquisitions, Finance, Financial Modeling, Portfolio Management
Education
University of Michigan 1996 — 2000
BA
Hopkins High School 1993 — 1996
St. Louis Park Senior High 1992 — 1993
Wells Fargo January 2012 - Present
Juvenile Diabetes Research Foundation June 2012 - Present
Comerica September 2010 - January 2012
GE Antares Capital August 2002 - April 2010
Robertson Stephens July 2000 - July 2002
Piper Jaffray 1996 - 1999
Skills
Debt, Leveraged Finance, Private Equity, Cleantech, Food & Beverage, Deal Structuring, Commercial Banking, Manufacturing, Distribution, Underwriting, Complex Transactions, M&A due diligence, Mergers, Factoring, Asset Based Lending, Cash Flow Lending, Hedging, Foreign Exchange..., Commodities, Investment Banking, Real Estate Financing, Technology, Payment Industry, Venture Capital, Strategy, Mergers, Loans, Financial Analysis, Due Diligence, Credit Analysis, Commercial Lending, Banking, Mergers & Acquisitions, Finance, Financial Modeling, Portfolio Management
Education
University of Michigan 1996 — 2000
BA
Hopkins High School 1993 — 1996
St. Louis Park Senior High 1992 — 1993
Hernan M. Mayol's Wells Fargo Experience January 2015 - Present
Job Sales Director Global Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2015 - Present
Bank of America Merrill Lynch July 2014 - December 2014
Bank of America April 2012 - August 2014
Bank of America Merrill Lynch October 2009 - April 2012
Bank of America August 2007 - November 2009
Commerce Bank 2006 - August 2007
BANCO LATINOAMERICANO DE COMERCIO EXTERIOR S.A. - BLADEX 2005 - 2006
Wachovia Bank, N.A. 2000 - 2005
Union Planters Bank 1997 - 2000
Hamilton Bank 1994 - 1997
Skills
Loans, Correspondent Banking, Syndications, Insurance, Global Finance, Financial Institutions, Structured Products, Leadership, Working Capital..., Credit, Banking, Credit Analysis, Commercial Banking, Cash Management, Liquidity Management, Structured Trade, Supply Chain Management, Logistics, Risk Management, Global Trade Management, Trade Finance, Factoring, Forfaiting, Corporate Banking, International Trade, Latin America, Financial Risk, Capital Markets, Commercial Lending, Credit Risk, Asset Based Lending, Trading, Finance, Financial Services, Investments, Foreign Exchange, AML, Treasury Services, Financial Transactions, Portfolio Management, Retail Banking, Treasury Management, Commodity, Credit Cards, Investment Banking, Structured Finance, Relationship Management, Treasury, Financial Structuring
Education
University of Miami - School of Business 2000 — 2001
Master of Business Administration, International Business
University of Miami - School of Business 1990 — 1994
Bachelor of Business Administration, International Finance and Marketing
Antilles Military Academy 1984 — 1990
High School Diploma, Leadership Training
Wells Fargo January 2015 - Present
Bank of America Merrill Lynch July 2014 - December 2014
Bank of America April 2012 - August 2014
Bank of America Merrill Lynch October 2009 - April 2012
Bank of America August 2007 - November 2009
Commerce Bank 2006 - August 2007
BANCO LATINOAMERICANO DE COMERCIO EXTERIOR S.A. - BLADEX 2005 - 2006
Wachovia Bank, N.A. 2000 - 2005
Union Planters Bank 1997 - 2000
Hamilton Bank 1994 - 1997
Skills
Loans, Correspondent Banking, Syndications, Insurance, Global Finance, Financial Institutions, Structured Products, Leadership, Working Capital..., Credit, Banking, Credit Analysis, Commercial Banking, Cash Management, Liquidity Management, Structured Trade, Supply Chain Management, Logistics, Risk Management, Global Trade Management, Trade Finance, Factoring, Forfaiting, Corporate Banking, International Trade, Latin America, Financial Risk, Capital Markets, Commercial Lending, Credit Risk, Asset Based Lending, Trading, Finance, Financial Services, Investments, Foreign Exchange, AML, Treasury Services, Financial Transactions, Portfolio Management, Retail Banking, Treasury Management, Commodity, Credit Cards, Investment Banking, Structured Finance, Relationship Management, Treasury, Financial Structuring
Education
University of Miami - School of Business 2000 — 2001
Master of Business Administration, International Business
University of Miami - School of Business 1990 — 1994
Bachelor of Business Administration, International Finance and Marketing
Antilles Military Academy 1984 — 1990
High School Diploma, Leadership Training
Erica Davis-Frimpong Erica Davis-Frimpong's Wells Fargo Experience April 2012 - December 2012
Job Vice President at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation December 2012 - Present
Wells Fargo April 2012 - December 2012
Chase March 2007 - April 2012
Skills
Loans, Credit, Mortgage Lending, Small Business Lending, Banking, Commercial Lending, Credit Analysis, Consumer Lending, Loan Origination, Retail Banking, Mortgage Banking, Credit Risk, Portfolio Management, Lines Of Credit, Credit Cards, Small Business
Education
University of Miami - School of Business 2002 — 2006
Marketing, Music Business
Regions Financial Corporation December 2012 - Present
Wells Fargo April 2012 - December 2012
Chase March 2007 - April 2012
Skills
Loans, Credit, Mortgage Lending, Small Business Lending, Banking, Commercial Lending, Credit Analysis, Consumer Lending, Loan Origination, Retail Banking, Mortgage Banking, Credit Risk, Portfolio Management, Lines Of Credit, Credit Cards, Small Business
Education
University of Miami - School of Business 2002 — 2006
Marketing, Music Business
Kim Churchill Kim Churchill's Wells Fargo Experience February 2001 - March 2004
Job Vice President, Wealth Advisor at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation January 2013 - Present
Prince of Peace Lutheran Preschool January 2007 - December 2012
Wells Fargo February 2001 - March 2004
Atlantic States Bank January 1999 - January 2001
NationsBank January 1998 - January 1999
Barnett Bank January 1993 - January 1999
NationsBank, N.A January 1990 - January 1999
Barnett Bank January 1990 - January 1993
Skills
Wealth Management, Portfolio Management, Financial Analysis, Banking, Investments, Credit, Loans, Risk Management, Equities, Strategic Planning, Relationship Management, Financial Modeling, Strategic Financial...
Education
University of Miami
BA, International Finance & Marketing
Regions Financial Corporation January 2013 - Present
Prince of Peace Lutheran Preschool January 2007 - December 2012
Wells Fargo February 2001 - March 2004
Atlantic States Bank January 1999 - January 2001
NationsBank January 1998 - January 1999
Barnett Bank January 1993 - January 1999
NationsBank, N.A January 1990 - January 1999
Barnett Bank January 1990 - January 1993
Skills
Wealth Management, Portfolio Management, Financial Analysis, Banking, Investments, Credit, Loans, Risk Management, Equities, Strategic Planning, Relationship Management, Financial Modeling, Strategic Financial...
Education
University of Miami
BA, International Finance & Marketing
David McEntee David McEntee's Wells Fargo Experience May 2009 - August 2010
Job Wholesale Account Executive @ LDWholesale
Industry Financial Services
Experience
Stonegate Mortgage Associates, Inc. NMLS# MB1223 2014 - 2015
NEB Mortgage October 2013 - September 2014
Citizens Bank August 2010 - October 2013
Wells Fargo May 2009 - August 2010
First Franklin / Merrill Lynch 1998 - October 2008
First Franklin November 1998 - October 2007
Southern Pacific Funding 1996 - 1998
New England Mortgage Lenders October 1988 - November 1996
Metmor Financial April 1985 - September 1988
Skills
FHA financing, Credit Risk, Small Business Lending, Sales Management, Refinance, Sales, Finance, Customer Service, Credit Analysis, Risk Management, Banking, Reverse Mortgages, Mortgage Marketing, Credit, Loan Origination, HUD, Consumer Lending, Underwriting, USDA, Cold Calling, New Business Development, Mortgage Lending, Mortgage Banking, Non-Conforming, Leadership, Selling, Construction Loans, Government Loans, Residential Mortgages, Loans, VA loans, Investment Properties, Talent Management, Mortgage Underwriting, Loss Mitigation, Business Development, Retail, Insurance, Team Building, FHA, Commercial Lending, Mortgage Servicing, Certified Mortgage..., Commercial Mortgages, Home Equity Lines of..., Loan Servicing, Real Estate Financing, Funding, Real Estate Economics, Home Equity Loans
Education
University of Massachusetts, Amherst 1979 — 1983
Yes, Economics
Harborfields High School 1975 — 1978
Stonegate Mortgage Associates, Inc. NMLS# MB1223 2014 - 2015
NEB Mortgage October 2013 - September 2014
Citizens Bank August 2010 - October 2013
Wells Fargo May 2009 - August 2010
First Franklin / Merrill Lynch 1998 - October 2008
First Franklin November 1998 - October 2007
Southern Pacific Funding 1996 - 1998
New England Mortgage Lenders October 1988 - November 1996
Metmor Financial April 1985 - September 1988
Skills
FHA financing, Credit Risk, Small Business Lending, Sales Management, Refinance, Sales, Finance, Customer Service, Credit Analysis, Risk Management, Banking, Reverse Mortgages, Mortgage Marketing, Credit, Loan Origination, HUD, Consumer Lending, Underwriting, USDA, Cold Calling, New Business Development, Mortgage Lending, Mortgage Banking, Non-Conforming, Leadership, Selling, Construction Loans, Government Loans, Residential Mortgages, Loans, VA loans, Investment Properties, Talent Management, Mortgage Underwriting, Loss Mitigation, Business Development, Retail, Insurance, Team Building, FHA, Commercial Lending, Mortgage Servicing, Certified Mortgage..., Commercial Mortgages, Home Equity Lines of..., Loan Servicing, Real Estate Financing, Funding, Real Estate Economics, Home Equity Loans
Education
University of Massachusetts, Amherst 1979 — 1983
Yes, Economics
Harborfields High School 1975 — 1978
Vivian Lytle's Wells Fargo Experience 2009 - Present
Job SVP, Digital Marketing Strategy & Execution at Wells Fargo Company
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wachovia 2006 - 2009
Wachovia 2001 - 2005
Wachovia 1998 - 2000
Wachovia 1996 - 1998
Citibank 1994 - 1996
Behavioral Science Research 1992 - 1994
Southeast Bank, N.A. 1988 - 1991
Southeast Bank, N.A. 1986 - 1988
Skills
Integrated Marketing, Direct Marketing, E-commerce, Online Marketing, Marketing Strategy, Market Research, Digital Media, Marketing Research, Customer Acquisition, Digital Strategy, Digital Marketing, Customer Segmentation..., Banking, Integrated Marketing..., Agency Relationship..., eCommerce, Branding, P&L Responsibility, P&L Management, Business Development, Product Management, Marketing, Social Media Marketing, Advertising
Education
University of Miami - School of Business
MBA, Finance
University of Pennsylvania
BA, Economics
Wells Fargo 2009 - Present
Wachovia 2006 - 2009
Wachovia 2001 - 2005
Wachovia 1998 - 2000
Wachovia 1996 - 1998
Citibank 1994 - 1996
Behavioral Science Research 1992 - 1994
Southeast Bank, N.A. 1988 - 1991
Southeast Bank, N.A. 1986 - 1988
Skills
Integrated Marketing, Direct Marketing, E-commerce, Online Marketing, Marketing Strategy, Market Research, Digital Media, Marketing Research, Customer Acquisition, Digital Strategy, Digital Marketing, Customer Segmentation..., Banking, Integrated Marketing..., Agency Relationship..., eCommerce, Branding, P&L Responsibility, P&L Management, Business Development, Product Management, Marketing, Social Media Marketing, Advertising
Education
University of Miami - School of Business
MBA, Finance
University of Pennsylvania
BA, Economics
Gordon Deuce Merritt Gordon Deuce Merritt's Wells Fargo Experience October 2013 - Present
Job Private Banker, Regional Bank at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Skills
Real Estate Economics, International Sales, Cold Calling, Marketing, Entrepreneurship, Nonprofits, Photoshop, Investments, Small Business, Budgets, Non-profits, Customer Service, CRM, Management, Sales Presentations, Sales, Project Management, B2B, Sales Operations, Real Estate, Hotels, Real Estate Financing, Microsoft Office, FHA, Strategic Planning, Mortgage Lending, Training, Leadership, Mortgage Banking, Loan Origination, Sales Management, Commercial Real Estate, Business Development, Marketing Strategy, Team Building, Negotiation, Contract Negotiation, Social Media Marketing, Business Planning, Selling, Series 63, Finance, Consumer Lending, Residential Homes, Banking, Social Networking, New Business Development, Project Planning, Brokerage
Education
University of Michigan 1996 — 1998
MURP, Urban and Regional Planning
University of Michigan 1989 — 1994
BS Arch, Architecture
Wells Fargo October 2013 - Present
Skills
Real Estate Economics, International Sales, Cold Calling, Marketing, Entrepreneurship, Nonprofits, Photoshop, Investments, Small Business, Budgets, Non-profits, Customer Service, CRM, Management, Sales Presentations, Sales, Project Management, B2B, Sales Operations, Real Estate, Hotels, Real Estate Financing, Microsoft Office, FHA, Strategic Planning, Mortgage Lending, Training, Leadership, Mortgage Banking, Loan Origination, Sales Management, Commercial Real Estate, Business Development, Marketing Strategy, Team Building, Negotiation, Contract Negotiation, Social Media Marketing, Business Planning, Selling, Series 63, Finance, Consumer Lending, Residential Homes, Banking, Social Networking, New Business Development, Project Planning, Brokerage
Education
University of Michigan 1996 — 1998
MURP, Urban and Regional Planning
University of Michigan 1989 — 1994
BS Arch, Architecture
Tom De Vries Tom De Vries's Wells Fargo Experience January 2006 - Present
Job Project Manager at Wells Fargo Company
Industry Financial Services
Experience
University of Michigan Alumni Club of Charlotte 2009 - Present
Wells Fargo January 2006 - Present
Alltel Information Services 1994 - 2006
Skills
Finance, Project Management, Visio, Business Analysis, Requirements Analysis, Cross-functional Team..., PMP, SDLC, Strategic Planning, Six Sigma, Testing, Process Improvement, MS Project, Business Process..., Vendor Management, Requirements Gathering, Leadership, Program Management, Risk Management, Integration, Project Planning, Financial Modeling, Strategy, Mergers, Analytics, Software Project..., Financial Services, SharePoint, Analysis, Change Management, Data Warehousing, Consulting, PMO, Project Portfolio..., SQL, IT Strategy, Management Consulting, Financial Risk, Management, Banking, Financial Analysis, Due Diligence, Resource Management, Portfolio Management, Agile Project Management, Data Analysis, Business Development, Asset Management, Mergers & Acquisitions, Enterprise Architecture
Education
Western Michigan University - Haworth College of Business 1972 — 1976
MBA, Finance
University of Michigan 1966 — 1971
BSE, Aerospace
University of Michigan Alumni Club of Charlotte 2009 - Present
Wells Fargo January 2006 - Present
Alltel Information Services 1994 - 2006
Skills
Finance, Project Management, Visio, Business Analysis, Requirements Analysis, Cross-functional Team..., PMP, SDLC, Strategic Planning, Six Sigma, Testing, Process Improvement, MS Project, Business Process..., Vendor Management, Requirements Gathering, Leadership, Program Management, Risk Management, Integration, Project Planning, Financial Modeling, Strategy, Mergers, Analytics, Software Project..., Financial Services, SharePoint, Analysis, Change Management, Data Warehousing, Consulting, PMO, Project Portfolio..., SQL, IT Strategy, Management Consulting, Financial Risk, Management, Banking, Financial Analysis, Due Diligence, Resource Management, Portfolio Management, Agile Project Management, Data Analysis, Business Development, Asset Management, Mergers & Acquisitions, Enterprise Architecture
Education
Western Michigan University - Haworth College of Business 1972 — 1976
MBA, Finance
University of Michigan 1966 — 1971
BSE, Aerospace
Junior Cruz Junior Cruz's Wells Fargo Experience March 2009 - June 2012
Job Vice President at Regions Financial
Industry Banking
Experience
Regions Financial Corporation September 2014 - Present
Citi 2012 - July 2014
Wells Fargo March 2009 - June 2012
Bank of America March 2003 - August 2008
Skills
Banking, Branch Banking, Brand Management, CRM, Loans, Networking, Small Business Lending, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Cross Selling, Human Resources, Mergers, Relationship Management, Retail Banking, Lines Of Credit, Loan Origination
Education
University of Miami
Regions Financial Corporation September 2014 - Present
Citi 2012 - July 2014
Wells Fargo March 2009 - June 2012
Bank of America March 2003 - August 2008
Skills
Banking, Branch Banking, Brand Management, CRM, Loans, Networking, Small Business Lending, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Cross Selling, Human Resources, Mergers, Relationship Management, Retail Banking, Lines Of Credit, Loan Origination
Education
University of Miami
Linda French Linda French's Wells Fargo Experience 2006 - Present
Job Director/Senior Underwriter at Wells Fargo Multifamily Capital
Industry Investment Banking
Experience
Wells Fargo 2006 - Present
Larson Financial Resources 1996 - 2006
Chemical Bank 1994 - 1996
Cantor Fitzgerald 1994 - 1994
Skills
Credit, Valuation, Credit Risk, Loans, Real Estate Financing, Real Estate Economics, Mortgage Lending, Commercial Mortgages, Underwriting, Credit Analysis
Education
University of Massachusetts, Amherst 1981 — 1985
Bachelor's degree, Psychology
Wells Fargo 2006 - Present
Larson Financial Resources 1996 - 2006
Chemical Bank 1994 - 1996
Cantor Fitzgerald 1994 - 1994
Skills
Credit, Valuation, Credit Risk, Loans, Real Estate Financing, Real Estate Economics, Mortgage Lending, Commercial Mortgages, Underwriting, Credit Analysis
Education
University of Massachusetts, Amherst 1981 — 1985
Bachelor's degree, Psychology
Donald Pipino Donald Pipino's Wells Fargo Experience August 2011 - Present
Job Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2011 - Present
Wells Fargo August 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Banking, Risk Management, Strategic Planning, Investments, Business Analysis, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo August 2011 - Present
Wells Fargo August 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Banking, Risk Management, Strategic Planning, Investments, Business Analysis, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Stanislav Dreval Stanislav Dreval's Wells Fargo Experience January 2012 - Present
Job CEO/Owner at SOEKS USA, LLC
Industry International Trade and Development
Experience
SOEKS USA, LLC December 2011 - Present
Wells Fargo January 2012 - Present
The Insurance Exchange of America March 2011 - May 2011
The United Energy Company, Moscow March 2008 - February 2009
Education
University of Miami - School of Business 2010 — 2011
Graduate Business Certificate, Business
University of Miami 2009 — 2011
Master of Arts in International Administration, International Administration
Moscow State Institute of International Relations (University) 2004 — 2008
Bachelor of Arts in Economics, International Economic Relations
Gimnazium #3
SOEKS USA, LLC December 2011 - Present
Wells Fargo January 2012 - Present
The Insurance Exchange of America March 2011 - May 2011
The United Energy Company, Moscow March 2008 - February 2009
Education
University of Miami - School of Business 2010 — 2011
Graduate Business Certificate, Business
University of Miami 2009 — 2011
Master of Arts in International Administration, International Administration
Moscow State Institute of International Relations (University) 2004 — 2008
Bachelor of Arts in Economics, International Economic Relations
Gimnazium #3
Todd Hays Todd Hays's Wells Fargo Experience October 2004 - February 2007
Job Regional ManagerAZ, NM, W. TX at Lakeshore Learning Materials
Industry Consumer Goods
Experience
Lakeshore Learning Materials March 2007 - Present
Wells Fargo October 2004 - February 2007
Skills
New Business Development, Customer Service, Building Relationships, Sales, Achieving Results, Marketing Strategy, Public Speaking, Strategic Planning, Forecasting, Problem Solving, Child Advocacy, Analytics, Integrity, Salesforce.com, Microsoft Office, Social Networking, Marketing, Management, Event Planning, Nonprofits, Community Outreach
Education
University of Michigan 2000 — 2004
B.A., Economics/Psychology
Lakeshore Learning Materials March 2007 - Present
Wells Fargo October 2004 - February 2007
Skills
New Business Development, Customer Service, Building Relationships, Sales, Achieving Results, Marketing Strategy, Public Speaking, Strategic Planning, Forecasting, Problem Solving, Child Advocacy, Analytics, Integrity, Salesforce.com, Microsoft Office, Social Networking, Marketing, Management, Event Planning, Nonprofits, Community Outreach
Education
University of Michigan 2000 — 2004
B.A., Economics/Psychology
Clif Walker's Wells Fargo Experience January 2007 - Present
Job Technology Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2007 - Present
Wachovia, A Wells Fargo Company June 2001 - March 2005
Wachovia, A Wells Fargo Company November 2000 - June 2001
First Union National Bank August 2000 - November 2000
First Union National Bank April 1998 - August 2000
Marshall Consulting July 1997 - April 1998
Transamerica Reinsurance April 1996 - July 1997
Dataserv, Inc. June 1994 - March 1996
University of Michigan July 1989 - May 1994
Skills
Data Center, Requirements Analysis, Team Leadership, PMO, Integration, Solution Architecture, MS Project, Analysis, Team Building, Portfolio Management, Relationship Management, Leadership, Business Intelligence, Management, ITIL, Strategy
Education
University of Michigan 1985 — 1991
Bachelor's of Science, Actuarial Science
Wells Fargo January 2007 - Present
Wachovia, A Wells Fargo Company June 2001 - March 2005
Wachovia, A Wells Fargo Company November 2000 - June 2001
First Union National Bank August 2000 - November 2000
First Union National Bank April 1998 - August 2000
Marshall Consulting July 1997 - April 1998
Transamerica Reinsurance April 1996 - July 1997
Dataserv, Inc. June 1994 - March 1996
University of Michigan July 1989 - May 1994
Skills
Data Center, Requirements Analysis, Team Leadership, PMO, Integration, Solution Architecture, MS Project, Analysis, Team Building, Portfolio Management, Relationship Management, Leadership, Business Intelligence, Management, ITIL, Strategy
Education
University of Michigan 1985 — 1991
Bachelor's of Science, Actuarial Science
Deek Speredelozzi Deek Speredelozzi's Wells Fargo Experience January 2010 - September 2010
Job Senior Data Analyst at The Bay School of San Francisco (Contract Position)
Industry Computer Software
Experience
The Bay School of San Francisco (Contract Position) February 2011 - Present
Wells Fargo January 2010 - September 2010
AcquireWeb, Inc. May 2008 - December 2009
Materus Global November 2007 - March 2008
PrO Unlimited January 2007 - October 2007
McKesson May 2006 - January 2007
Public Health Institute August 2001 - September 2004
Fleet Technology Solutions November 2000 - March 2001
JH Marsh & McLennan June 1999 - June 2000
Pacific Gas and Electric Company February 1998 - March 1999
Skills
Databases, Database Design, SQL, SSIS
Education
University of Massachusetts, Amherst 1991 — 1995
The Bay School of San Francisco (Contract Position) February 2011 - Present
Wells Fargo January 2010 - September 2010
AcquireWeb, Inc. May 2008 - December 2009
Materus Global November 2007 - March 2008
PrO Unlimited January 2007 - October 2007
McKesson May 2006 - January 2007
Public Health Institute August 2001 - September 2004
Fleet Technology Solutions November 2000 - March 2001
JH Marsh & McLennan June 1999 - June 2000
Pacific Gas and Electric Company February 1998 - March 1999
Skills
Databases, Database Design, SQL, SSIS
Education
University of Massachusetts, Amherst 1991 — 1995
Maryl Kohl's Wells Fargo Experience May 2000 - November 2005
Job Branding/Marketing Consultant at Tasa Mortgage
Industry Marketing and Advertising
Experience
Tasa Mortgage August 2014 - March 2015
Bank of the West May 2013 - July 2014
Bank of America April 2009 - November 2012
RPM Mortgage November 2005 - June 2008
Wells Fargo May 2000 - November 2005
Bank of America 1995 - 2000
Bank of America 1993 - 1995
1st Nationwide Bank 1990 - 1993
First Deposit (Providian) 1987 - 1990
Skills
Banking, Change Management, Marketing, Online Advertising, Marketing Strategy, Management, Digital Marketing, Cross-functional Team..., Leadership, Sales
Education
University of Michigan 1975 — 1978
Tasa Mortgage August 2014 - March 2015
Bank of the West May 2013 - July 2014
Bank of America April 2009 - November 2012
RPM Mortgage November 2005 - June 2008
Wells Fargo May 2000 - November 2005
Bank of America 1995 - 2000
Bank of America 1993 - 1995
1st Nationwide Bank 1990 - 1993
First Deposit (Providian) 1987 - 1990
Skills
Banking, Change Management, Marketing, Online Advertising, Marketing Strategy, Management, Digital Marketing, Cross-functional Team..., Leadership, Sales
Education
University of Michigan 1975 — 1978
Leigh Teece Leigh Teece's Wells Fargo Experience 1980 - 1983
Job Founder and CEO World Mentor
Industry E-Learning
Experience
Mt. Beautiful Wines 2007 - Present
World Mentor March 2006 - Present
Teece Family Foundation January 1997 - Present
Technology Interlink 1989 - 1991
Technology Funding 1983 - 1984
Wells Fargo 1980 - 1983
Skills
Strategic Planning, Business Development, Capital Raising, Entrepreneurship, Business Strategy, Coaching, Fundraising, Leadership, Management, Leadership Development, Management Consulting, Market Research, Marketing, Marketing Strategy, Marketing Communications
Education
University of Michigan - Stephen M. Ross School of Business 1975 — 1977
MBA
University of Southern California
BA
Mt. Beautiful Wines 2007 - Present
World Mentor March 2006 - Present
Teece Family Foundation January 1997 - Present
Technology Interlink 1989 - 1991
Technology Funding 1983 - 1984
Wells Fargo 1980 - 1983
Skills
Strategic Planning, Business Development, Capital Raising, Entrepreneurship, Business Strategy, Coaching, Fundraising, Leadership, Management, Leadership Development, Management Consulting, Market Research, Marketing, Marketing Strategy, Marketing Communications
Education
University of Michigan - Stephen M. Ross School of Business 1975 — 1977
MBA
University of Southern California
BA
Craig Cattaneo Craig Cattaneo's Wells Fargo Experience July 2010 - June 2011
Job Systems Analyst at W.L.Gore & Associates
Industry Information Technology and Services
Experience
W.L. Gore & Associates, Inc. June 2011 - Present
Wells Fargo July 2010 - June 2011
DHL 1996 - July 2010
Airborne Express 1996 - 2004
Univar 1989 - 1995
Birmingham Computer Group 1985 - 1988
Skills
EDI, Business Analysis, Logistics, Supply Chain, Planning, ERP, MRP, Inventory Management, X12, Microsoft Office, Systems Analysis, Distribution, Data Analysis, SQL, Oracle, Unix, Quality Assurance, Software Project..., Warehouse Management, Data Warehousing, Project Planning, Requirements Analysis, Analysis, Process Improvement, Software Documentation, Business Intelligence, Project Management, Software Development
Education
University of Michigan
BS, Computer Science
W.L. Gore & Associates, Inc. June 2011 - Present
Wells Fargo July 2010 - June 2011
DHL 1996 - July 2010
Airborne Express 1996 - 2004
Univar 1989 - 1995
Birmingham Computer Group 1985 - 1988
Skills
EDI, Business Analysis, Logistics, Supply Chain, Planning, ERP, MRP, Inventory Management, X12, Microsoft Office, Systems Analysis, Distribution, Data Analysis, SQL, Oracle, Unix, Quality Assurance, Software Project..., Warehouse Management, Data Warehousing, Project Planning, Requirements Analysis, Analysis, Process Improvement, Software Documentation, Business Intelligence, Project Management, Software Development
Education
University of Michigan
BS, Computer Science
Nevan Shokar Nevan Shokar's Wells Fargo Experience June 2012 - August 2012
Job Investment Analyst at Health Care REIT
Industry Financial Services
Experience
Health Care REIT March 2013 - Present
Wells Fargo June 2012 - August 2012
Telemus Capital Partners May 2011 - August 2011
Education
Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance and Accounting
University of Michigan
Health Care REIT March 2013 - Present
Wells Fargo June 2012 - August 2012
Telemus Capital Partners May 2011 - August 2011
Education
Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance and Accounting
University of Michigan
Greg Hansen's Wells Fargo Experience August 2004 - Present
Job SVP, Wholesale Internet Solutions, Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2004 - Present
Redwood Analytics May 2003 - September 2003
American Management Systems, Inc. May 1999 - August 2002
Skills
Product Management, Requirements Analysis, Cash Management, Payments, Integration, Software Development, Management, Team Leadership, Banking, ACH, Team Building, Electronic Payments, Oracle E-Business Suite, Accounts Receivable, Accounts Payable, Treasury Management, Treasury Services, Vendor Management, Financial Services, Payment Systems, Cross-functional Team..., SaaS, Strategy, Relationship Management, Internet Banking, Commercial Banking
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
Brigham Young University
BA, History, Minor in Business Management
Wells Fargo August 2004 - Present
Redwood Analytics May 2003 - September 2003
American Management Systems, Inc. May 1999 - August 2002
Skills
Product Management, Requirements Analysis, Cash Management, Payments, Integration, Software Development, Management, Team Leadership, Banking, ACH, Team Building, Electronic Payments, Oracle E-Business Suite, Accounts Receivable, Accounts Payable, Treasury Management, Treasury Services, Vendor Management, Financial Services, Payment Systems, Cross-functional Team..., SaaS, Strategy, Relationship Management, Internet Banking, Commercial Banking
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
Brigham Young University
BA, History, Minor in Business Management
Jill Inman Jill Inman's Wells Fargo Experience August 2014 - Present
Job Strategy Consultant at Wells Fargo
Industry Management Consulting
Experience
Wells Fargo August 2014 - Present
7-Eleven June 2013 - August 2013
IW Engineering Consulting, PLLC. May 2011 - July 2012
IW Engineering Consulting, PLLC. January 2009 - May 2011
Professional Engineering Associates June 2005 - January 2008
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA), Consulting, Business Leadership
University of Michigan 2001 — 2005
BSE, Civil and Environmental Engineering
Wells Fargo August 2014 - Present
7-Eleven June 2013 - August 2013
IW Engineering Consulting, PLLC. May 2011 - July 2012
IW Engineering Consulting, PLLC. January 2009 - May 2011
Professional Engineering Associates June 2005 - January 2008
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA), Consulting, Business Leadership
University of Michigan 2001 — 2005
BSE, Civil and Environmental Engineering
Simon McClenahan Simon McClenahan's Wells Fargo Experience August 2015 - Present
Job Simon McClenahan CISSP, CSSLP, IT Systems Security and Software Development Architect and Engineer
Industry Information Technology and Services
Experience
Wells Fargo August 2015 - Present
Chicago Java Users Group January 2005 - Present
JPMorgan Chase July 2014 - August 2015
Accertify, Inc. March 2011 - July 2014
American Express March 2011 - July 2014
McKesson October 2003 - March 2011
RelayHealth October 2003 - March 2011
HealthCom Partners October 2003 - April 2006
Alliance Consulting January 2003 - October 2003
Discover Card January 2003 - October 2003
Skills
Information Security..., Java, CISSP, Security, Mentoring, Process Development, Detail Orientation, Linux, Information Security, Unix, Process Simulation, System Architecture, Databases, Solaris, Software Development, Network Security, Oracle, SDLC, IIS, Virtualization, Windows Server, Integration, Web Services, Enterprise Architecture, System Administration, Web Applications, Subversion, Architecture, Java Enterprise Edition, Project Management, Eclipse, Object Oriented Design, REST, Agile Methodologies, Operating Systems, Perl, Database Design, Software Design, XML, Software Project..., Quality Assurance, Cloud Computing, Unix Shell Scripting, Architectures, Shell Scripting
Education
University of Melbourne 1987 — 1990
Bachelor of Science, Computer Science
Melbourne High School 1984 — 1987
Wells Fargo August 2015 - Present
Chicago Java Users Group January 2005 - Present
JPMorgan Chase July 2014 - August 2015
Accertify, Inc. March 2011 - July 2014
American Express March 2011 - July 2014
McKesson October 2003 - March 2011
RelayHealth October 2003 - March 2011
HealthCom Partners October 2003 - April 2006
Alliance Consulting January 2003 - October 2003
Discover Card January 2003 - October 2003
Skills
Information Security..., Java, CISSP, Security, Mentoring, Process Development, Detail Orientation, Linux, Information Security, Unix, Process Simulation, System Architecture, Databases, Solaris, Software Development, Network Security, Oracle, SDLC, IIS, Virtualization, Windows Server, Integration, Web Services, Enterprise Architecture, System Administration, Web Applications, Subversion, Architecture, Java Enterprise Edition, Project Management, Eclipse, Object Oriented Design, REST, Agile Methodologies, Operating Systems, Perl, Database Design, Software Design, XML, Software Project..., Quality Assurance, Cloud Computing, Unix Shell Scripting, Architectures, Shell Scripting
Education
University of Melbourne 1987 — 1990
Bachelor of Science, Computer Science
Melbourne High School 1984 — 1987
Darren Eaker Darren Eaker's Wells Fargo Experience March 2010 - Present
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2010 - Present
Education
University of Miami - School of Business 2005 — 2008
Finance, Accounting, Real Estate, Valuations
Wells Fargo March 2010 - Present
Education
University of Miami - School of Business 2005 — 2008
Finance, Accounting, Real Estate, Valuations
Audrey Eng Audrey Eng's Wells Fargo Experience October 2010 - June 2012
Job IT Business & Systems Analysis, Project Management, Release Planning, Software Quality Assurance, Vendor Management
Industry Computer Software
Experience
Dolby Laboratories April 2015 - Present
Bare Escentuals November 2014 - March 2015
Blue Shield of California April 2014 - October 2014
U.S. Bank March 2013 - December 2013
TechSoup Global June 2012 - March 2013
Wells Fargo October 2010 - June 2012
Cisco Systems November 2009 - August 2010
Wells Fargo April 2004 - May 2009
Gap Inc February 1999 - April 2004
Levi Strauss & Co. 1996 - 1999
Skills
Agile Methodologies, Waterfall, SDLC, Quality Assurance, Business Analysis, Cross-functional Team..., Requirements Analysis, Requirements Gathering, Scrum, Manual Testing, E-commerce, Software Documentation, Quality Center, Rally, Team Leadership, VersionOne, Unix, Enterprise Software, Version One, CRM, JIRA, Test Cases, Testing, Analysis, Leadership
Education
University of Pennsylvania 1985 — 1986
MS, Education & Org. Development
University of Michigan
BA with distinction, Psychology
Dolby Laboratories April 2015 - Present
Bare Escentuals November 2014 - March 2015
Blue Shield of California April 2014 - October 2014
U.S. Bank March 2013 - December 2013
TechSoup Global June 2012 - March 2013
Wells Fargo October 2010 - June 2012
Cisco Systems November 2009 - August 2010
Wells Fargo April 2004 - May 2009
Gap Inc February 1999 - April 2004
Levi Strauss & Co. 1996 - 1999
Skills
Agile Methodologies, Waterfall, SDLC, Quality Assurance, Business Analysis, Cross-functional Team..., Requirements Analysis, Requirements Gathering, Scrum, Manual Testing, E-commerce, Software Documentation, Quality Center, Rally, Team Leadership, VersionOne, Unix, Enterprise Software, Version One, CRM, JIRA, Test Cases, Testing, Analysis, Leadership
Education
University of Pennsylvania 1985 — 1986
MS, Education & Org. Development
University of Michigan
BA with distinction, Psychology
Reetika Grewal Reetika Grewal's Wells Fargo Experience August 2002 - January 2007
Job Head of Payments Strategy and Solutions at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank December 2012 - Present
JPMorgan Chase May 2011 - December 2012
Clairmail August 2007 - May 2011
Pay By Touch January 2007 - August 2007
Wells Fargo August 2002 - January 2007
Sapient 1998 - 2000
Skills
Product Management, Payments, Banking, Product Marketing, Mobile Devices, Management, Strategy, Strategic Partnerships, Mobile Payments, Customer Experience, Mobile Banking, Enterprise Software, Business Development, Business Intelligence, Financial Services, Competitive Analysis, Leadership, Mobile Technology, SaaS, E-commerce, Electronic Payments, Start-ups, Mobile Commerce, Cloud Computing, Analytics, Credit Cards, Executive Management, Go-to-market Strategy, CRM, Vendor Management, Mobile Applications, Debit Cards, Internet Banking, E-payments
Education
University of Michigan
BA
Washington University in St. Louis - Olin Business School
MBA
Silicon Valley Bank December 2012 - Present
JPMorgan Chase May 2011 - December 2012
Clairmail August 2007 - May 2011
Pay By Touch January 2007 - August 2007
Wells Fargo August 2002 - January 2007
Sapient 1998 - 2000
Skills
Product Management, Payments, Banking, Product Marketing, Mobile Devices, Management, Strategy, Strategic Partnerships, Mobile Payments, Customer Experience, Mobile Banking, Enterprise Software, Business Development, Business Intelligence, Financial Services, Competitive Analysis, Leadership, Mobile Technology, SaaS, E-commerce, Electronic Payments, Start-ups, Mobile Commerce, Cloud Computing, Analytics, Credit Cards, Executive Management, Go-to-market Strategy, CRM, Vendor Management, Mobile Applications, Debit Cards, Internet Banking, E-payments
Education
University of Michigan
BA
Washington University in St. Louis - Olin Business School
MBA
Mischa Philleo Mischa Philleo's Wells Fargo Experience 2001 - 2005
Job Global Digital Director
Industry Hospital & Health Care
Experience
GE Healthcare February 2015 - Present
Philleo Consulting May 2013 - March 2015
GE Capital April 2009 - November 2013
GE Money Bank December 2007 - April 2009
GE Capital April 2005 - December 2007
Wells Fargo 2001 - 2005
Citi Group 1997 - 2001
Peace Corps January 1995 - January 1997
Skills
Digital Marketing, E-commerce, Risk Management, Market Research, Marketing Strategy, SEO, Web Analytics, Digital Strategy, Credit, Social Media, Financial Services, CRM, Strategy, Management, Start-ups, Analytics, Product Marketing, Product Development, Product Management, Market Planning, Mobile Marketing, Email Marketing, SEM, Social Media Marketing, Online Marketing, Direct Marketing, Marketing Research, B2B, Lead Generation, Retail Banking, Loans, Digital Media, PPC, Affiliate Marketing, Google Analytics, Online Advertising, Marketing, User Experience, Multi-channel Marketing, Segmentation, Customer Acquisition, Product Launch, Strategic Partnerships, B2B Marketing, Credit Cards, E-business, Web Project Management, Google Adwords, Web Marketing, Omniture
Education
University of Michigan 1986 — 1990
BA, Economics, Philosophy
GE Healthcare February 2015 - Present
Philleo Consulting May 2013 - March 2015
GE Capital April 2009 - November 2013
GE Money Bank December 2007 - April 2009
GE Capital April 2005 - December 2007
Wells Fargo 2001 - 2005
Citi Group 1997 - 2001
Peace Corps January 1995 - January 1997
Skills
Digital Marketing, E-commerce, Risk Management, Market Research, Marketing Strategy, SEO, Web Analytics, Digital Strategy, Credit, Social Media, Financial Services, CRM, Strategy, Management, Start-ups, Analytics, Product Marketing, Product Development, Product Management, Market Planning, Mobile Marketing, Email Marketing, SEM, Social Media Marketing, Online Marketing, Direct Marketing, Marketing Research, B2B, Lead Generation, Retail Banking, Loans, Digital Media, PPC, Affiliate Marketing, Google Analytics, Online Advertising, Marketing, User Experience, Multi-channel Marketing, Segmentation, Customer Acquisition, Product Launch, Strategic Partnerships, B2B Marketing, Credit Cards, E-business, Web Project Management, Google Adwords, Web Marketing, Omniture
Education
University of Michigan 1986 — 1990
BA, Economics, Philosophy
Lauren Halilej Lauren Halilej's Wells Fargo Experience June 2014 - August 2014
Job Recent Graduate from the University of Michigan
Industry
Experience
Wells Fargo June 2014 - August 2014
Wells Fargo May 2013 - August 2013
The Vintage Twin October 2011 - February 2012
Skills
Event Management, Facebook, Public Speaking, Social Media, Event Planning, Retail, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Prezi, Corporate Events, Non-profit Volunteer, Mail Merge, Corporate Blogging, Team Leadership
Education
University of Michigan 2011 — 2015
International/Global Studies Art History
Redwood High School 2007 — 2011
Wells Fargo June 2014 - August 2014
Wells Fargo May 2013 - August 2013
The Vintage Twin October 2011 - February 2012
Skills
Event Management, Facebook, Public Speaking, Social Media, Event Planning, Retail, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Prezi, Corporate Events, Non-profit Volunteer, Mail Merge, Corporate Blogging, Team Leadership
Education
University of Michigan 2011 — 2015
International/Global Studies Art History
Redwood High School 2007 — 2011
William Crockett's Wells Fargo Experience June 2012 - August 2012
Job Product Manager at Jibe
Industry Computer Software
Experience
Kabam September 2014 - August 2015
Rivalries Unlimited February 2013 - September 2014
Wells Fargo June 2012 - August 2012
Riot Games March 2012 - April 2012
East Carolina Mortgage May 2009 - June 2011
HSBC June 2007 - March 2009
Skills
Mortgage Lending, Refinance, Credit, Loans, Financial Analysis, Financial Modeling, Banking, Credit Analysis, Corporate Finance, Valuation, Portfolio Management, Loan Origination, Strategic Financial..., Finance, Underwriting
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA), Strategy
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BSBA, Business Administration
Kabam September 2014 - August 2015
Rivalries Unlimited February 2013 - September 2014
Wells Fargo June 2012 - August 2012
Riot Games March 2012 - April 2012
East Carolina Mortgage May 2009 - June 2011
HSBC June 2007 - March 2009
Skills
Mortgage Lending, Refinance, Credit, Loans, Financial Analysis, Financial Modeling, Banking, Credit Analysis, Corporate Finance, Valuation, Portfolio Management, Loan Origination, Strategic Financial..., Finance, Underwriting
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA), Strategy
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BSBA, Business Administration
Heide Larkin Heide Larkin's Wells Fargo Experience July 2015 - Present
Job Employment Litigation Paralegal at Wells Fargo
Industry Legal Services
Experience
Wells Fargo July 2015 - Present
Hamilton Stephens Steele & Martin, PLLC April 2008 - July 2015
Robert J. Deutsch, P.A. August 2005 - April 2008
Skills
Legal Research, Civil Litigation, Commercial Real Estate, Notary Public, Management, Caseload Management, Document Drafting, Timely Decision Making, Maintaining Strong..., Mechanics Liens, Civil Drafting, Marketing, Organization, Calendar Planning, Preparedness, Liens, Title Searches, Skilled Multi-tasker, Organized Multi-tasker, Persuasive Speaker, Communication Skills, Dedicated Professional, Employment Law
Education
University of Massachusetts, Amherst 2000 — 2004
Legal Studies, Legal Studies, Political Science
Wells Fargo July 2015 - Present
Hamilton Stephens Steele & Martin, PLLC April 2008 - July 2015
Robert J. Deutsch, P.A. August 2005 - April 2008
Skills
Legal Research, Civil Litigation, Commercial Real Estate, Notary Public, Management, Caseload Management, Document Drafting, Timely Decision Making, Maintaining Strong..., Mechanics Liens, Civil Drafting, Marketing, Organization, Calendar Planning, Preparedness, Liens, Title Searches, Skilled Multi-tasker, Organized Multi-tasker, Persuasive Speaker, Communication Skills, Dedicated Professional, Employment Law
Education
University of Massachusetts, Amherst 2000 — 2004
Legal Studies, Legal Studies, Political Science
Daniel Matienzo's Wells Fargo Experience July 2010 - August 2012
Job Assistant Vice President/Sales Director II at TotalBank
Industry Banking
Experience
TotalBank October 2012 - Present
Wells Fargo July 2010 - August 2012
Wachovia a Wells Fargo Co. December 2009 - June 2010
Wachovia May 2007 - November 2009
Minnesota Twins 2002 - 2007
Skills
Customer Service, Coaching, Insurance, Strategic Financial..., Banking, Mortgage Lending, Team Building, Sales Management, Customer Satisfaction, Cross Selling, Retail Banking, Sales, Consumer Lending, Commercial Lending, Investments, Series 6, Series 63, Life & Health Insurance..., Credit, Loans, Finance, Commercial Banking, Credit Analysis, Wealth Management, Relationship Management, Lines Of Credit
Education
University of Miami 1999 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
TotalBank October 2012 - Present
Wells Fargo July 2010 - August 2012
Wachovia a Wells Fargo Co. December 2009 - June 2010
Wachovia May 2007 - November 2009
Minnesota Twins 2002 - 2007
Skills
Customer Service, Coaching, Insurance, Strategic Financial..., Banking, Mortgage Lending, Team Building, Sales Management, Customer Satisfaction, Cross Selling, Retail Banking, Sales, Consumer Lending, Commercial Lending, Investments, Series 6, Series 63, Life & Health Insurance..., Credit, Loans, Finance, Commercial Banking, Credit Analysis, Wealth Management, Relationship Management, Lines Of Credit
Education
University of Miami 1999 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Michael Burchette Michael Burchette's Wells Fargo Experience December 2011 - January 2014
Job Senior Loan Originator at VanDyk Mortgage
Industry Real Estate
Experience
VanDyk Mortgage February 2014 - Present
Wells Fargo December 2011 - January 2014
Wachovia Mortgage February 2006 - January 2010
Skills
Mortgage Banking, Loan Origination, Loans, FHA, Mortgage Lending, Banking, Credit, Credit Analysis, FHA financing, Insurance, Real Estate, Refinance, Residential Mortgages, VA loans, USDA, FHA Financing, Investment Properties, VA Loans
Education
University of Miami 1999 — 2003
Economics
VanDyk Mortgage February 2014 - Present
Wells Fargo December 2011 - January 2014
Wachovia Mortgage February 2006 - January 2010
Skills
Mortgage Banking, Loan Origination, Loans, FHA, Mortgage Lending, Banking, Credit, Credit Analysis, FHA financing, Insurance, Real Estate, Refinance, Residential Mortgages, VA loans, USDA, FHA Financing, Investment Properties, VA Loans
Education
University of Miami 1999 — 2003
Economics
Matt Keenum Matt Keenum's Wells Fargo Experience June 2009 - January 2010
Job Director of Business Development at Retirement Management Systems
Industry Investment Management
Experience
Retirement Management Systems March 2011 - Present
KDT & Company January 2010 - August 2015
Wells Fargo June 2009 - January 2010
Morgan Stanley Investment Management June 2008 - August 2008
Skills
Alternative Investments, Investments, Asset Allocation
Education
University of Michigan 2005 — 2009
BA, Business
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration, Finance
Retirement Management Systems March 2011 - Present
KDT & Company January 2010 - August 2015
Wells Fargo June 2009 - January 2010
Morgan Stanley Investment Management June 2008 - August 2008
Skills
Alternative Investments, Investments, Asset Allocation
Education
University of Michigan 2005 — 2009
BA, Business
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration, Finance
Ahmad Eddie Naji's Wells Fargo Experience March 2015 - Present
Job Loan Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Skills
First Time Home Buyers, Foreclosures, Loans, Referrals, Customer Service, Investment Properties, Mortgage Banking, Sales, REO, Refinance, Residential Mortgages, Loan Origination, Investors, FHA
Education
University of Michigan College of Literature, Science, and the Arts 2000 — 2004
Management information systems, Business Administration and Management, General
Wells Fargo March 2015 - Present
Skills
First Time Home Buyers, Foreclosures, Loans, Referrals, Customer Service, Investment Properties, Mortgage Banking, Sales, REO, Refinance, Residential Mortgages, Loan Origination, Investors, FHA
Education
University of Michigan College of Literature, Science, and the Arts 2000 — 2004
Management information systems, Business Administration and Management, General
Beth Marx's Wells Fargo Experience October 2010 - April 2012
Job Design: UX + Creative
Industry Design
Experience
Beth Marx Design September 2004 - Present
Wells Fargo October 2010 - April 2012
Oracle 2006 - 2008
Hewitt Marx March 2003 - April 2007
efi 2001 - 2004
self February 1998 - January 2001
SGI 1990 - 1998
Skills
Mockups, Wireframes, User Interface Design, User Experience, Information Architecture, Visual Communication, Art Direction, Creative Direction, Graphic Design, User Centered Design, Usability, User Scenarios, Information Design, User-centered Design, Rapid Prototyping, Content Strategy, Heuristic Evaluation, Experience Design, Usability Testing, Interaction Design, Mobile Applications, User Experience Design, User Interface, Corporate Branding, Illustration, Product Design, User Research, Usability Engineering, Visual Design, Mobile Design, Corporate Identity, Mobile Devices, Persona, Wire Framing, Design Strategy, Contextual Inquiry, Branding & Identity
Education
University of Michigan 1988 — 1989
BFA, Graphic Design
Beth Marx Design September 2004 - Present
Wells Fargo October 2010 - April 2012
Oracle 2006 - 2008
Hewitt Marx March 2003 - April 2007
efi 2001 - 2004
self February 1998 - January 2001
SGI 1990 - 1998
Skills
Mockups, Wireframes, User Interface Design, User Experience, Information Architecture, Visual Communication, Art Direction, Creative Direction, Graphic Design, User Centered Design, Usability, User Scenarios, Information Design, User-centered Design, Rapid Prototyping, Content Strategy, Heuristic Evaluation, Experience Design, Usability Testing, Interaction Design, Mobile Applications, User Experience Design, User Interface, Corporate Branding, Illustration, Product Design, User Research, Usability Engineering, Visual Design, Mobile Design, Corporate Identity, Mobile Devices, Persona, Wire Framing, Design Strategy, Contextual Inquiry, Branding & Identity
Education
University of Michigan 1988 — 1989
BFA, Graphic Design
Benjamin Goodsell Benjamin Goodsell's Wells Fargo Experience March 2012 - February 2013
Job VP & Mortgage Market Manager for Austin San Antonio
Industry Financial Services
Experience
BB&T August 2015 - Present
PNC Mortgage February 2013 - August 2015
Wells Fargo March 2012 - February 2013
PrimeLending 2008 - April 2012
Lenox Financial Mortgage, LLC 2005 - 2008
The University of Texas at Austin 2001 - 2005
Michigan State University 1998 - 2001
Skills
Leadership, Loans, Management, Mortgage Lending, New Business Development, Project Management, Real Estate, Sales, Training, Banking, Credit
Education
University of Michigan 1991 — 1995
BGS, History and Education
BB&T August 2015 - Present
PNC Mortgage February 2013 - August 2015
Wells Fargo March 2012 - February 2013
PrimeLending 2008 - April 2012
Lenox Financial Mortgage, LLC 2005 - 2008
The University of Texas at Austin 2001 - 2005
Michigan State University 1998 - 2001
Skills
Leadership, Loans, Management, Mortgage Lending, New Business Development, Project Management, Real Estate, Sales, Training, Banking, Credit
Education
University of Michigan 1991 — 1995
BGS, History and Education
Felix Orellana Felix Orellana's Wells Fargo Experience January 2005 - January 2010
Job Manager at Luxury French Suits
Industry Luxury Goods & Jewelry
Experience
Luxury French Suits March 2015 - Present
American Airlines August 2014 - Present
American Airlines Federal Credit Union January 2010 - Present
Wells Fargo January 2005 - January 2010
Skills
Banking, Consumer Lending, Loans, Credit, Retail Banking, Credit Analysis, Portfolio Management, Finance, Marketing Strategy, Sales
Education
University of Miami School of Business 2012 — 2014
Master's degree, Business Administration and Management, General
University of Miami - School of Business 2009 — 2011
Bachelor's degree, Accounting and Finance
Luxury French Suits March 2015 - Present
American Airlines August 2014 - Present
American Airlines Federal Credit Union January 2010 - Present
Wells Fargo January 2005 - January 2010
Skills
Banking, Consumer Lending, Loans, Credit, Retail Banking, Credit Analysis, Portfolio Management, Finance, Marketing Strategy, Sales
Education
University of Miami School of Business 2012 — 2014
Master's degree, Business Administration and Management, General
University of Miami - School of Business 2009 — 2011
Bachelor's degree, Accounting and Finance
Samir Mainthia Samir Mainthia's Wells Fargo Experience June 2007 - August 2007
Job MBA Graduate The Wharton School
Industry Investment Management
Experience
Arbiter Partners Capital Management June 2014 - August 2014
Pantheon Ventures August 2010 - April 2013
Jefferies & Company May 2008 - August 2010
Wells Fargo June 2007 - August 2007
Skills
Analysis, Venture Capital, Corporate Finance, Investment Banking, Private Equity, Securities, Financial Modeling, Valuation, Investments, Alternative Investments, LBO, Bloomberg, Due Diligence, Equity Research
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Accounting
University of Michigan 2004 — 2008
Bachelor of Arts (BA), Economics
Arbiter Partners Capital Management June 2014 - August 2014
Pantheon Ventures August 2010 - April 2013
Jefferies & Company May 2008 - August 2010
Wells Fargo June 2007 - August 2007
Skills
Analysis, Venture Capital, Corporate Finance, Investment Banking, Private Equity, Securities, Financial Modeling, Valuation, Investments, Alternative Investments, LBO, Bloomberg, Due Diligence, Equity Research
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Accounting
University of Michigan 2004 — 2008
Bachelor of Arts (BA), Economics
Tejas Jain Tejas Jain's Wells Fargo Experience 2015 - 2015
Job Private Equity Intern at Trident Holding Group
Industry Banking
Experience
CIT June 2015 - August 2015
Wells Fargo 2015 - 2015
UTC Aerospace Systems June 2014 - August 2014
Jacksonville Hindu Day Camp July 2011 - August 2013
Skills
Microsoft Excel, Nonprofits, Public Speaking, Leadership, Microsoft Office, PowerPoint, Social Media, Social Networking, Analysis, Research, Customer Service, Event Planning, Management, Teamwork, Microsoft Word
Education
University of Miami 2013 — 2017
Finance and Accounting
Stanton College Prep
CIT June 2015 - August 2015
Wells Fargo 2015 - 2015
UTC Aerospace Systems June 2014 - August 2014
Jacksonville Hindu Day Camp July 2011 - August 2013
Skills
Microsoft Excel, Nonprofits, Public Speaking, Leadership, Microsoft Office, PowerPoint, Social Media, Social Networking, Analysis, Research, Customer Service, Event Planning, Management, Teamwork, Microsoft Word
Education
University of Miami 2013 — 2017
Finance and Accounting
Stanton College Prep
Stephen Brandt Stephen Brandt's Wells Fargo Experience February 1994 - August 1995
Job Brand & Advertising Consultant at PayPal
Industry Marketing and Advertising
Experience
PayPal September 2014 - Present
Intel January 2009 - May 2014
Intel Corporation January 2000 - December 2008
Intel Corporation January 1996 - December 1999
Wells Fargo February 1994 - August 1995
Saatchi & Saatchi August 1988 - December 1993
Skills
Integrated Marketing, Multi-channel Marketing, B2B Marketing, Advertising, Marketing, Strategy, Budgets, Virtual Teams, Corporate Identity, Process Management, Product Marketing, Demand Generation, Go-to-market Strategy, Digital Marketing, Marketing Strategy, Global Marketing, Strategic Partnerships, Marketing Communications, Online Advertising, Product Management, Direct Marketing, Digital Strategy, Email Marketing, Online Marketing, Marketing Research, Positioning, SEM, Analytics, Cross-functional Team..., Marketing Management, Media Planning, Product Launch, Competitive Analysis, Segmentation, Mobile Marketing, Brand Management, Management, Social Media Marketing, Brand Development, Digital Media
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Marketing
University of Michigan 1978 — 1982
Bachelor's Degree, Anthroplogy/Communications
PayPal September 2014 - Present
Intel January 2009 - May 2014
Intel Corporation January 2000 - December 2008
Intel Corporation January 1996 - December 1999
Wells Fargo February 1994 - August 1995
Saatchi & Saatchi August 1988 - December 1993
Skills
Integrated Marketing, Multi-channel Marketing, B2B Marketing, Advertising, Marketing, Strategy, Budgets, Virtual Teams, Corporate Identity, Process Management, Product Marketing, Demand Generation, Go-to-market Strategy, Digital Marketing, Marketing Strategy, Global Marketing, Strategic Partnerships, Marketing Communications, Online Advertising, Product Management, Direct Marketing, Digital Strategy, Email Marketing, Online Marketing, Marketing Research, Positioning, SEM, Analytics, Cross-functional Team..., Marketing Management, Media Planning, Product Launch, Competitive Analysis, Segmentation, Mobile Marketing, Brand Management, Management, Social Media Marketing, Brand Development, Digital Media
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Marketing
University of Michigan 1978 — 1982
Bachelor's Degree, Anthroplogy/Communications
Daniel Ochoa, MBA Daniel Ochoa, MBA's Wells Fargo Experience April 2015 - Present
Job Technical Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo April 2015 - Present
Bank of America June 2014 - April 2015
Microsoft 2011 - June 2014
PBS&J December 2005 - March 2011
Skills
SharePoint, Business Analysis, Project Management, Information Technology, Software Project..., Enterprise Software, SQL, Agile Methodologies, Requirements Analysis, Business Intelligence, Java, MS Project, Integration, Visio, JavaScript, Business Process, Strategic Planning, C#, Process Improvement, .NET, CAPM, ERP, Databases, Testing, SDLC, Consulting, Software Implementation, Microsoft Project, Microsoft Access, Risk Management, OneNote
Education
University of Miami - School of Business 2008 — 2010
Master of Business Administration (MBA), International Business
University of Miami 2001 — 2005
Computer Engineering, Engineering
Wells Fargo April 2015 - Present
Bank of America June 2014 - April 2015
Microsoft 2011 - June 2014
PBS&J December 2005 - March 2011
Skills
SharePoint, Business Analysis, Project Management, Information Technology, Software Project..., Enterprise Software, SQL, Agile Methodologies, Requirements Analysis, Business Intelligence, Java, MS Project, Integration, Visio, JavaScript, Business Process, Strategic Planning, C#, Process Improvement, .NET, CAPM, ERP, Databases, Testing, SDLC, Consulting, Software Implementation, Microsoft Project, Microsoft Access, Risk Management, OneNote
Education
University of Miami - School of Business 2008 — 2010
Master of Business Administration (MBA), International Business
University of Miami 2001 — 2005
Computer Engineering, Engineering
Alisha Janquart's Wells Fargo Experience July 2015 - Present
Job Branch Manager
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo March 2015 - July 2015
State Farm May 2014 - February 2015
Table 6 May 2012 - March 2014
RuffaloCODY July 2012 - March 2013
University of Michigan Telefund October 2008 - April 2012
Skills
Nonprofits, Fundraising, Event Planning, Higher Education, Management, Volunteer Management, Alumni Relations, Philanthropy, Annual Giving, Training, Program Development, Time Management, Community Outreach, Grant Writing, Public Speaking
Education
University of Michigan 2008 — 2012
Bachelor's degree, Political Science
Wells Fargo July 2015 - Present
Wells Fargo March 2015 - July 2015
State Farm May 2014 - February 2015
Table 6 May 2012 - March 2014
RuffaloCODY July 2012 - March 2013
University of Michigan Telefund October 2008 - April 2012
Skills
Nonprofits, Fundraising, Event Planning, Higher Education, Management, Volunteer Management, Alumni Relations, Philanthropy, Annual Giving, Training, Program Development, Time Management, Community Outreach, Grant Writing, Public Speaking
Education
University of Michigan 2008 — 2012
Bachelor's degree, Political Science
Cristian Benavides's Wells Fargo Experience August 2010 - September 2011
Job News Reporter at NBCUniversal, Inc.
Industry Broadcast Media
Experience
NBCUniversal, Inc. May 2014 - Present
Telemundo Washington January 2014 - May 2014
Univision Tampa Bay January 2013 - January 2014
BBC World Service August 2012 - December 2012
The White House May 2012 - August 2012
WPLG ABC Miami January 2012 - May 2012
Wells Fargo August 2010 - September 2011
Skills
Journalism, Media, Editing, Final Cut Pro, Avid I-News, Avid, ENPS, Spanish-speaking, Writing, Blogging, Multimedia, Broadcast, Broadcast Journalism, News Writing, Camera, Politics, Video Editing, Television
Education
University of Miami 2009 — 2012
Bachelor of Science (BSc), Broadcast Journalism
NBCUniversal, Inc. May 2014 - Present
Telemundo Washington January 2014 - May 2014
Univision Tampa Bay January 2013 - January 2014
BBC World Service August 2012 - December 2012
The White House May 2012 - August 2012
WPLG ABC Miami January 2012 - May 2012
Wells Fargo August 2010 - September 2011
Skills
Journalism, Media, Editing, Final Cut Pro, Avid I-News, Avid, ENPS, Spanish-speaking, Writing, Blogging, Multimedia, Broadcast, Broadcast Journalism, News Writing, Camera, Politics, Video Editing, Television
Education
University of Miami 2009 — 2012
Bachelor of Science (BSc), Broadcast Journalism
Eric Kafrawy Eric Kafrawy's Wells Fargo Experience June 2009 - Present
Job Pega PRPC Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2009 - Present
EDS October 2007 - June 2009
Arbella Insurance Group August 2004 - September 2007
vrsim 2001 - 2004
Skills
Agile Methodologies, SDLC, Business Analysis, SQL, Requirements Analysis, Requirements Gathering, Visio, Microsoft SQL Server, SOA, Oracle, Software Project..., Java, Data Warehousing, SharePoint, Web Services, PL/SQL, Pegasystems PRPC, DB2, Unix, Enterprise Architecture, Integration
Education
University of Massachusetts, Amherst 1999 — 2004
Bachelor of science, Business information systems
Wells Fargo June 2009 - Present
EDS October 2007 - June 2009
Arbella Insurance Group August 2004 - September 2007
vrsim 2001 - 2004
Skills
Agile Methodologies, SDLC, Business Analysis, SQL, Requirements Analysis, Requirements Gathering, Visio, Microsoft SQL Server, SOA, Oracle, Software Project..., Java, Data Warehousing, SharePoint, Web Services, PL/SQL, Pegasystems PRPC, DB2, Unix, Enterprise Architecture, Integration
Education
University of Massachusetts, Amherst 1999 — 2004
Bachelor of science, Business information systems
Jill Owen's Wells Fargo Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities September 2015 - Present
Wells Fargo June 2015 - August 2015
The Atlantic Group September 2013 - December 2013
Youth About Business May 2013 - August 2013
Skills
Research, Microsoft Word, Social Media, PowerPoint, Public Speaking, Leadership, Microsoft Office
Education
New York University, Stern School of Business 2012 — 2016
Bachelor of Science, Business, Finance, Economics
NYU Madrid 2014 — 2014
Spanish, Marketing
University of Melbourne 2014 — 2014
Finance and Economics
Neuqua Valley High School 2008 — 2012
Wells Fargo Securities September 2015 - Present
Wells Fargo June 2015 - August 2015
The Atlantic Group September 2013 - December 2013
Youth About Business May 2013 - August 2013
Skills
Research, Microsoft Word, Social Media, PowerPoint, Public Speaking, Leadership, Microsoft Office
Education
New York University, Stern School of Business 2012 — 2016
Bachelor of Science, Business, Finance, Economics
NYU Madrid 2014 — 2014
Spanish, Marketing
University of Melbourne 2014 — 2014
Finance and Economics
Neuqua Valley High School 2008 — 2012
Mark Weintraub's Wells Fargo Experience April 2013 - Present
Job Experienced Audit & Risk Leader
Industry Banking
Experience
Wells Fargo April 2013 - Present
TapSnap Charlotte April 2013 - August 2015
Ally Financial Inc. May 2012 - February 2013
Ally Financial Inc. April 2011 - May 2012
Ally Financial December 2006 - April 2011
KPMG LLP 2003 - 2006
Skills
Risk Management, Governance, High Performance Teams, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Internal Audit, Operational Risk..., Auditing, Financial Risk, Sarbanes-Oxley, SEC filings, Risk Assessment, Financial Analysis, Operational Risk, Due Diligence, Finance, Accounting, Financial Services, Credit Risk, Strategy, Executive Management, Management, Leadership, Corporate Governance, Financial Audits, Business Strategy, Banking, Business Process..., Financial Reporting, Assurance, Fraud, IT Audit, Start-ups, Financial Accounting, Credit, US GAAP, Management Consulting, Valuation, Team Leadership, Mortgage Lending, Business Planning, Credit Cards, Credit Analysis, Marketing, Process Improvement, Leadership Development
Education
University of Michigan 1987 — 1991
Bachelor of Business Administration, Accounting
Wayne State University 1998 — 2001
MBA, Finance, Management
Wells Fargo April 2013 - Present
TapSnap Charlotte April 2013 - August 2015
Ally Financial Inc. May 2012 - February 2013
Ally Financial Inc. April 2011 - May 2012
Ally Financial December 2006 - April 2011
KPMG LLP 2003 - 2006
Skills
Risk Management, Governance, High Performance Teams, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Internal Audit, Operational Risk..., Auditing, Financial Risk, Sarbanes-Oxley, SEC filings, Risk Assessment, Financial Analysis, Operational Risk, Due Diligence, Finance, Accounting, Financial Services, Credit Risk, Strategy, Executive Management, Management, Leadership, Corporate Governance, Financial Audits, Business Strategy, Banking, Business Process..., Financial Reporting, Assurance, Fraud, IT Audit, Start-ups, Financial Accounting, Credit, US GAAP, Management Consulting, Valuation, Team Leadership, Mortgage Lending, Business Planning, Credit Cards, Credit Analysis, Marketing, Process Improvement, Leadership Development
Education
University of Michigan 1987 — 1991
Bachelor of Business Administration, Accounting
Wayne State University 1998 — 2001
MBA, Finance, Management
Andy Bateman Andy Bateman's Wells Fargo Experience May 2008 - August 2008
Job Consultant at Rightpoint Consulting
Industry Computer Software
Experience
GCM Grosvenor September 2012 - March 2015
Rightpoint Consulting 2015 - 2015
Rightpoint Consulting 2015 - 2015
Grosvenor Capital Management May 2011 - August 2011
Wells Fargo May 2008 - August 2008
Skills
Financial Modeling, Hedge Funds, Financial Analysis, Asset Management, Valuation, Portfolio Management, Research, Investments, Leadership
Education
University of Michigan 2007 — 2012
BSE, Industrial and Operations Engineering
Deerpath
Lake Forest Academy
Lake Forest Academy
GCM Grosvenor September 2012 - March 2015
Rightpoint Consulting 2015 - 2015
Rightpoint Consulting 2015 - 2015
Grosvenor Capital Management May 2011 - August 2011
Wells Fargo May 2008 - August 2008
Skills
Financial Modeling, Hedge Funds, Financial Analysis, Asset Management, Valuation, Portfolio Management, Research, Investments, Leadership
Education
University of Michigan 2007 — 2012
BSE, Industrial and Operations Engineering
Deerpath
Lake Forest Academy
Lake Forest Academy
Linh Truong Linh Truong's Wells Fargo Experience September 2015 - Present
Job Client Service Consultant I at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2015 - Present
The Hanover Insurance Group August 2015 - September 2015
Rite Aid June 2014 - May 2015
Rite Aid June 2013 - June 2014
Campus Special December 2012 - May 2013
University of Massachusetts Amherst September 2011 - May 2013
Macy’s Inc June 2012 - August 2012
Sony’s Landscape July 2007 - October 2011
Skills
Microsoft Office, Adobe photoshop, Event Planning, HTML, Web Design, Adobe Premier, Adobe Illustrator, Advertising, Analytical Skills, Time Management, Management, Customer Service, Sales, Social Media Marketing, Information Technology, Fundraising, Kronos WFC, Microsoft Excel, Photoshop, Teamwork, Microsoft Word, Social Media, PowerPoint
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science, Managerial Resource Economics with a Minor is IT and Economics
Wells Fargo September 2015 - Present
The Hanover Insurance Group August 2015 - September 2015
Rite Aid June 2014 - May 2015
Rite Aid June 2013 - June 2014
Campus Special December 2012 - May 2013
University of Massachusetts Amherst September 2011 - May 2013
Macy’s Inc June 2012 - August 2012
Sony’s Landscape July 2007 - October 2011
Skills
Microsoft Office, Adobe photoshop, Event Planning, HTML, Web Design, Adobe Premier, Adobe Illustrator, Advertising, Analytical Skills, Time Management, Management, Customer Service, Sales, Social Media Marketing, Information Technology, Fundraising, Kronos WFC, Microsoft Excel, Photoshop, Teamwork, Microsoft Word, Social Media, PowerPoint
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science, Managerial Resource Economics with a Minor is IT and Economics
Brahm Windeler's Wells Fargo Experience November 2001 - Present
Job Information Security Engineer and Software Developer
Industry Computer & Network Security
Experience
The Leukemia & Lymphoma Society 2010 - Present
Wells Fargo November 2001 - Present
Xetex October 1999 - September 2001
Netscape July 1999 - October 1999
Tellabs Operations, Inc May 1996 - August 1996
Tellabs Operations, Inc May 1995 - August 1995
Skills
JavaScript, Perl, Identity Management, Information Security, Smart Cards, User Interface Design
Education
University of Michigan 1997 — 1999
MS
University of Michigan 1993 — 1997
BSE
The Leukemia & Lymphoma Society 2010 - Present
Wells Fargo November 2001 - Present
Xetex October 1999 - September 2001
Netscape July 1999 - October 1999
Tellabs Operations, Inc May 1996 - August 1996
Tellabs Operations, Inc May 1995 - August 1995
Skills
JavaScript, Perl, Identity Management, Information Security, Smart Cards, User Interface Design
Education
University of Michigan 1997 — 1999
MS
University of Michigan 1993 — 1997
BSE
Kimberly Moorehead's Wells Fargo Experience 2001 - 2004
Job Vice President, Strategy and Planning, AARP Services, Inc. at AARP
Industry Financial Services
Experience
AARP November 2011 - Present
Affinity Solutions June 2010 - December 2011
Union Bank May 2009 - May 2010
Washington Mutual Card Services 2007 - March 2009
GE Consumer Finance 2004 - 2007
Wells Fargo 2001 - 2004
American Express 2000 - 2000
Accenture 1995 - 1999
Skills
Product Management, P&L Management, Strategy, Vendor Management, Marketing Management, Marketing Strategy, Multi-channel Marketing, Cross-functional Team..., Product Development, Market Research, Program Management, Enterprise Software, Marketing, Product Marketing
Education
University of Michigan - Stephen M. Ross School of Business
MBA
University of Virginia
BS
AARP November 2011 - Present
Affinity Solutions June 2010 - December 2011
Union Bank May 2009 - May 2010
Washington Mutual Card Services 2007 - March 2009
GE Consumer Finance 2004 - 2007
Wells Fargo 2001 - 2004
American Express 2000 - 2000
Accenture 1995 - 1999
Skills
Product Management, P&L Management, Strategy, Vendor Management, Marketing Management, Marketing Strategy, Multi-channel Marketing, Cross-functional Team..., Product Development, Market Research, Program Management, Enterprise Software, Marketing, Product Marketing
Education
University of Michigan - Stephen M. Ross School of Business
MBA
University of Virginia
BS
Laurie Frank's Wells Fargo Experience April 2012 - Present
Job Marketing Manager Money Movement Solutions at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2012 - Present
Wells Fargo 2005 - April 2012
equinix 1999 - 2002
Skills
Financial Modeling, Financial Analysis, Mergers, Analytics, Financial Services, Banking, Corporate Finance, Risk Management, Business Strategy, Business Analysis, Strategic Planning, Product Management, Analysis, Strategy, Management, Online Marketing, Management Consulting, Mergers & Acquisitions
Education
University of Chicago
MBA, Finance and Economics
University of Michigan 1987 — 1991
Bachelor of Business Administration (B.B.A.)
Wells Fargo April 2012 - Present
Wells Fargo 2005 - April 2012
equinix 1999 - 2002
Skills
Financial Modeling, Financial Analysis, Mergers, Analytics, Financial Services, Banking, Corporate Finance, Risk Management, Business Strategy, Business Analysis, Strategic Planning, Product Management, Analysis, Strategy, Management, Online Marketing, Management Consulting, Mergers & Acquisitions
Education
University of Chicago
MBA, Finance and Economics
University of Michigan 1987 — 1991
Bachelor of Business Administration (B.B.A.)
Jason Vecchio's Wells Fargo Experience June 2014 - Present
Job Vice President Risk Management Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
U.S. Bank July 2013 - June 2014
US Bank August 2011 - July 2013
Ally Financial Inc. September 2010 - August 2011
Ally Financial Inc. July 2008 - August 2010
GMAC Residential Capital May 2006 - June 2008
GMAC Residential Capital January 2005 - March 2006
Avizen Lending Solutions 2002 - 2004
Massachusetts Treasury Department 1999 - 2000
Education
University of Massachusetts, Amherst
Wells Fargo June 2014 - Present
U.S. Bank July 2013 - June 2014
US Bank August 2011 - July 2013
Ally Financial Inc. September 2010 - August 2011
Ally Financial Inc. July 2008 - August 2010
GMAC Residential Capital May 2006 - June 2008
GMAC Residential Capital January 2005 - March 2006
Avizen Lending Solutions 2002 - 2004
Massachusetts Treasury Department 1999 - 2000
Education
University of Massachusetts, Amherst
doris manning's Wells Fargo Experience September 2012 - Present
Job Senior Project Manager
Industry Computer Software
Experience
Delta Air Lines 2013 - Present
Wells Fargo September 2012 - Present
American General Life Companies April 2009 - April 2010
Macys Systems & Technology November 2008 - January 2010
Target April 1996 - November 2008
Target 1995 - 2008
Skills
Sales, Project Management, Procurement, Unix, Java, Visio, Management, Project Planning, Risk Management, Finance, Human Resources, Insurance, ERP, Marketing, Interviews, Budgets, Supply Chain, Coaching, Business Analysis
Education
University of Miami - School of Business 1984 — 1988
Delta Air Lines 2013 - Present
Wells Fargo September 2012 - Present
American General Life Companies April 2009 - April 2010
Macys Systems & Technology November 2008 - January 2010
Target April 1996 - November 2008
Target 1995 - 2008
Skills
Sales, Project Management, Procurement, Unix, Java, Visio, Management, Project Planning, Risk Management, Finance, Human Resources, Insurance, ERP, Marketing, Interviews, Budgets, Supply Chain, Coaching, Business Analysis
Education
University of Miami - School of Business 1984 — 1988
Jamie Moldafsky's Wells Fargo Experience October 2011 - Present
Job Chief Marketing Officer
Industry Financial Services
Experience
Wells Fargo October 2011 - Present
Wells Fargo Bank 2005 - September 2011
Whirlpool Corporation 2002 - 2005
Charles Schwab 1997 - 2002
American Express 1983 - 1992
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
University of Michigan 1979 — 1982
BA, English
Wells Fargo October 2011 - Present
Wells Fargo Bank 2005 - September 2011
Whirlpool Corporation 2002 - 2005
Charles Schwab 1997 - 2002
American Express 1983 - 1992
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
University of Michigan 1979 — 1982
BA, English
Steve Carmichael's Wells Fargo Experience March 2004 - May 2007
Job Vice President Marketing at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services September 2013 - Present
Capital One May 2012 - September 2013
HSBC Card and Retail Services May 2009 - September 2012
HSBC August 2008 - May 2009
HSBC May 2007 - August 2008
Wells Fargo March 2004 - May 2007
Xoomworks April 2000 - September 2003
Braxton Associates 1999 - 2000
Deloitte Consulting 1999 - 1999
Skills
Strategy, Start-ups, Business Development, Financial Modeling, Financial Services, Analytics, Strategic Planning, Management, Marketing, Business Strategy, Creative Direction, Pricing, Retail, New Business Development, Competitive Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
Vanderbilt University 1989 — 1993
BA, English
Discover Financial Services September 2013 - Present
Capital One May 2012 - September 2013
HSBC Card and Retail Services May 2009 - September 2012
HSBC August 2008 - May 2009
HSBC May 2007 - August 2008
Wells Fargo March 2004 - May 2007
Xoomworks April 2000 - September 2003
Braxton Associates 1999 - 2000
Deloitte Consulting 1999 - 1999
Skills
Strategy, Start-ups, Business Development, Financial Modeling, Financial Services, Analytics, Strategic Planning, Management, Marketing, Business Strategy, Creative Direction, Pricing, Retail, New Business Development, Competitive Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
Vanderbilt University 1989 — 1993
BA, English
David Mayseless's Wells Fargo Experience January 2012 - Present
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2012 - Present
Geco Travel October 2008 - December 2012
Centerline Capital Group November 2007 - December 2011
University of Michigan Club of New York 2008 - 2011
Skills
Tax Credits, Real Estate Finance, Financial Modeling, Financial Analysis, Affordable Housing, Excel, Outlook, PowerPoint, Word, Microsoft Office, Investor Relations, Real Estate, Equities, Due Diligence, Underwriting, Real Estate Investment, Mergers & Acquisitions, Loans, Finance, Microsoft Excel, Microsoft Word, Real Estate Economics
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA), Concentrations in Finance, Real Estate and Management
University of Michigan 2003 — 2007
BS, Economics, Mathematics
Wells Fargo January 2012 - Present
Geco Travel October 2008 - December 2012
Centerline Capital Group November 2007 - December 2011
University of Michigan Club of New York 2008 - 2011
Skills
Tax Credits, Real Estate Finance, Financial Modeling, Financial Analysis, Affordable Housing, Excel, Outlook, PowerPoint, Word, Microsoft Office, Investor Relations, Real Estate, Equities, Due Diligence, Underwriting, Real Estate Investment, Mergers & Acquisitions, Loans, Finance, Microsoft Excel, Microsoft Word, Real Estate Economics
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA), Concentrations in Finance, Real Estate and Management
University of Michigan 2003 — 2007
BS, Economics, Mathematics
Ken LaFrance's Wells Fargo Experience 2004 - Present
Job Vice President and Marketing Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2004 - Present
American Express 1994 - 2004
Skills
Financial Services, Direct Marketing, Segmentation, Analytics, Banking, Marketing Strategy
Education
University of Michigan 1987 — 1991
Wells Fargo 2004 - Present
American Express 1994 - 2004
Skills
Financial Services, Direct Marketing, Segmentation, Analytics, Banking, Marketing Strategy
Education
University of Michigan 1987 — 1991
Sanjiv Patel's Wells Fargo Experience December 2014 - Present
Job Analytics Consultant 4 at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo December 2014 - Present
Sirius XM Radio Inc. August 2013 - December 2014
Electrolux Home Products June 2009 - June 2013
GRACEFUL CREATIONS, LLC December 2008 - June 2009
Chrysler September 2002 - December 2008
Hoff and Associates April 2000 - August 2002
Key Plastics June 1998 - April 2000
Skills
Catia, Finite Element Analysis, Product Design, CAE, FMEA, Product Development, ANSYS, Design for Manufacturing, CAD, Engineering, Program Management, CFD, Design of Experiments, Injection Molding, Manufacturing, Design Engineering, R&D, Business Analytics, Business Intelligence, Microsoft SQL Server, PL/SQL, Teradata Data Warehouse, Excel Power View /..., Access Database, Oracle 11g, Project Management, Cross-functional Team..., Product Lifecycle..., Design Automation, KBE, FLUENT, UG NX 7.5, Abaqus, LS-DYNA, Simulations, Nastran, Testing, Visual Studio, BIDS / SSIS, Scripting - VB, DOS,..., SharePoint, FrontPage, MS Project, Visio, Linux System...
Education
University of Michigan 1996 — 1998
PhD, Mechanical Engineering
University of Michigan-Dearborn 1993 — 1995
MSE, Manufacturing Systems Engineering
Maharaja Sayajirao University of Baroda 1987 — 1991
BE, Engineering
Alembic Vidhyalay 1983 — 1987
HSSCE, Higher Secondary
Wells Fargo December 2014 - Present
Sirius XM Radio Inc. August 2013 - December 2014
Electrolux Home Products June 2009 - June 2013
GRACEFUL CREATIONS, LLC December 2008 - June 2009
Chrysler September 2002 - December 2008
Hoff and Associates April 2000 - August 2002
Key Plastics June 1998 - April 2000
Skills
Catia, Finite Element Analysis, Product Design, CAE, FMEA, Product Development, ANSYS, Design for Manufacturing, CAD, Engineering, Program Management, CFD, Design of Experiments, Injection Molding, Manufacturing, Design Engineering, R&D, Business Analytics, Business Intelligence, Microsoft SQL Server, PL/SQL, Teradata Data Warehouse, Excel Power View /..., Access Database, Oracle 11g, Project Management, Cross-functional Team..., Product Lifecycle..., Design Automation, KBE, FLUENT, UG NX 7.5, Abaqus, LS-DYNA, Simulations, Nastran, Testing, Visual Studio, BIDS / SSIS, Scripting - VB, DOS,..., SharePoint, FrontPage, MS Project, Visio, Linux System...
Education
University of Michigan 1996 — 1998
PhD, Mechanical Engineering
University of Michigan-Dearborn 1993 — 1995
MSE, Manufacturing Systems Engineering
Maharaja Sayajirao University of Baroda 1987 — 1991
BE, Engineering
Alembic Vidhyalay 1983 — 1987
HSSCE, Higher Secondary
Samantha Hero's Wells Fargo Experience February 2015 - Present
Job Multidisciplinary Art Director and Designer
Industry Design
Experience
Wells Fargo February 2015 - Present
Gap Inc. June 2010 - January 2015
Restoration Hardware January 2010 - May 2010
Howry Design October 2004 - December 2009
Gap Inc. January 2004 - November 2004
Natalie Kitamura Designs July 2003 - February 2004
Michael Patrick Partners April 2001 - June 2003
Skills
Art Direction, Adobe Creative Suite, Creative Direction, Graphic Design, Typography, InDesign, Graphics, Art, Concept Development, Corporate Branding, Branding
Education
University of Miami
BFA, Graphic Design
University of Miami
Bachelor of Fine Arts (B.F.A.), Grphic Design
Wells Fargo February 2015 - Present
Gap Inc. June 2010 - January 2015
Restoration Hardware January 2010 - May 2010
Howry Design October 2004 - December 2009
Gap Inc. January 2004 - November 2004
Natalie Kitamura Designs July 2003 - February 2004
Michael Patrick Partners April 2001 - June 2003
Skills
Art Direction, Adobe Creative Suite, Creative Direction, Graphic Design, Typography, InDesign, Graphics, Art, Concept Development, Corporate Branding, Branding
Education
University of Miami
BFA, Graphic Design
University of Miami
Bachelor of Fine Arts (B.F.A.), Grphic Design
Luis F. Rojas's Wells Fargo Experience August 2014 - Present
Job Learning & Development and HR Effectiveness Leader, Consumer Lending Group
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Wells Fargo January 2014 - August 2014
HSBC October 2011 - December 2013
HSBC August 2009 - October 2011
HSBC August 2007 - August 2009
Standard Chartered Bank 2006 - 2007
Standard Chartered Bank January 2004 - August 2006
Standard Chartered Bank 2006 - 2006
Standard Chartered Bank 1999 - 2003
The Chase Manhattan Bank 1984 - 1996
Skills
Strategy, Change Management, Process Engineering, Banking, Relationship Management, Business Strategy, Management, Portfolio Management, Risk Management, Business Relationship..., Data Analysis, Financial Risk, Performance Management, Product Management, Retail Banking, Leadership, Commercial Banking, Coaching, Employee Engagement, Integration, Talent Management, Analytics, Program Management, Executive Management, Training, Business Development, Business Planning, Human Resources, Investment Banking, Business Process..., Financial Services, Governance, Mergers & Acquisitions, Credit Risk, Analysis, Project Planning, Outsourcing, Finance, Personnel Management
Education
University of Miami 1983 — 1984
Master's Degree, Information Systems
University of Miami 1980 — 1983
Bachelor's Degree, Chemistry
Wells Fargo August 2014 - Present
Wells Fargo January 2014 - August 2014
HSBC October 2011 - December 2013
HSBC August 2009 - October 2011
HSBC August 2007 - August 2009
Standard Chartered Bank 2006 - 2007
Standard Chartered Bank January 2004 - August 2006
Standard Chartered Bank 2006 - 2006
Standard Chartered Bank 1999 - 2003
The Chase Manhattan Bank 1984 - 1996
Skills
Strategy, Change Management, Process Engineering, Banking, Relationship Management, Business Strategy, Management, Portfolio Management, Risk Management, Business Relationship..., Data Analysis, Financial Risk, Performance Management, Product Management, Retail Banking, Leadership, Commercial Banking, Coaching, Employee Engagement, Integration, Talent Management, Analytics, Program Management, Executive Management, Training, Business Development, Business Planning, Human Resources, Investment Banking, Business Process..., Financial Services, Governance, Mergers & Acquisitions, Credit Risk, Analysis, Project Planning, Outsourcing, Finance, Personnel Management
Education
University of Miami 1983 — 1984
Master's Degree, Information Systems
University of Miami 1980 — 1983
Bachelor's Degree, Chemistry
Bob Boucher's Wells Fargo Experience September 2005 - September 2007
Job Nominum
Industry Computer Software
Experience
Comcast Cable February 2015 - Present
CipherCloud April 2014 - Present
Comcast Cable September 2010 - Present
Wells Fargo September 2005 - September 2007
providian financial 2000 - 2004
acuson 1998 - 2000
Skills
Unix, Linux System..., Puppet, JBoss Application Server, casandra, Capistrano, Apache 2, SharePoint
Education
University of Massachusetts, Amherst
Aerospace, Aeronautical and Astronautical Engineering
drury
Comcast Cable February 2015 - Present
CipherCloud April 2014 - Present
Comcast Cable September 2010 - Present
Wells Fargo September 2005 - September 2007
providian financial 2000 - 2004
acuson 1998 - 2000
Skills
Unix, Linux System..., Puppet, JBoss Application Server, casandra, Capistrano, Apache 2, SharePoint
Education
University of Massachusetts, Amherst
Aerospace, Aeronautical and Astronautical Engineering
drury
Ed Skelly's Wells Fargo Experience March 2008 - Present
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2008 - Present
Ameriprise Financial July 2006 - February 2008
Ameriprise Financial June 2002 - June 2006
American Express now Ameriprise January 2000 - May 2002
Skills
Accounting, Financial Analysis, Forecasting, Asset Management, Strategic Planning, Analysis, Business Analysis, Management, Risk Management, Strategic Financial..., Investments, Financial Services, Finance, Financial Modeling, Leadership, Strategy, Process Improvement, Banking, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 1976 — 1978
MBA, Finance, General
Wells Fargo March 2008 - Present
Ameriprise Financial July 2006 - February 2008
Ameriprise Financial June 2002 - June 2006
American Express now Ameriprise January 2000 - May 2002
Skills
Accounting, Financial Analysis, Forecasting, Asset Management, Strategic Planning, Analysis, Business Analysis, Management, Risk Management, Strategic Financial..., Investments, Financial Services, Finance, Financial Modeling, Leadership, Strategy, Process Improvement, Banking, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 1976 — 1978
MBA, Finance, General
Paul Deschamps's Wells Fargo Experience May 2011 - Present
Job Senior Vice President at Bank of America Merrill Lynch
Industry Real Estate
Experience
Bank of America Merrill Lynch May 2015 - Present
Wells Fargo May 2011 - Present
SunTrust Bank June 2010 - May 2011
CB Richard Ellis May 2009 - June 2010
Paradise Development Group January 2008 - April 2009
LaSalle Bank September 2002 - December 2007
Banc of America Securities August 1999 - September 2002
Bank of America January 1989 - August 1999
Skills
Real Estate, Disposition, Property, Credit, Acquisitions, Real Estate Economics, Property Management, Portfolio Management, Mortgage Lending, Loan Origination, Loans, Leadership, Commercial Lending, Asset Management, Commercial Real Estate, Dispositions, Investment Properties, Real Estate Financing
Education
University of Miami 1983 — 1986
Bachelor of Business Administration (BBA), International Finance & Marketing
Bank of America Merrill Lynch May 2015 - Present
Wells Fargo May 2011 - Present
SunTrust Bank June 2010 - May 2011
CB Richard Ellis May 2009 - June 2010
Paradise Development Group January 2008 - April 2009
LaSalle Bank September 2002 - December 2007
Banc of America Securities August 1999 - September 2002
Bank of America January 1989 - August 1999
Skills
Real Estate, Disposition, Property, Credit, Acquisitions, Real Estate Economics, Property Management, Portfolio Management, Mortgage Lending, Loan Origination, Loans, Leadership, Commercial Lending, Asset Management, Commercial Real Estate, Dispositions, Investment Properties, Real Estate Financing
Education
University of Miami 1983 — 1986
Bachelor of Business Administration (BBA), International Finance & Marketing
Ricardo Mayorga's Wells Fargo Experience 2012 - 2014
Job MBA Candidate at University of Michigan Ross School of Business
Industry Financial Services
Experience
University of Michigan Ross School of Business August 2014 - Present
The Dow Chemical Company May 2015 - August 2015
The Kraft Heinz Company March 2015 - April 2015
Wells Fargo 2012 - 2014
J.P. Morgan 2008 - 2011
Skills
Financial Analysis, Valuation, Investments, Corporate Finance, Financial Modeling, Business Strategy, Due Diligence, Alternative Investments, Finance, Analysis, Portfolio Management, Strategy, Fixed Income, Equities, Data Analysis, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA), Finance & Strategy
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics (B.S.E.), Finance & Marketing
University of Michigan Ross School of Business August 2014 - Present
The Dow Chemical Company May 2015 - August 2015
The Kraft Heinz Company March 2015 - April 2015
Wells Fargo 2012 - 2014
J.P. Morgan 2008 - 2011
Skills
Financial Analysis, Valuation, Investments, Corporate Finance, Financial Modeling, Business Strategy, Due Diligence, Alternative Investments, Finance, Analysis, Portfolio Management, Strategy, Fixed Income, Equities, Data Analysis, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA), Finance & Strategy
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics (B.S.E.), Finance & Marketing
Farhana Currimbhoy's Wells Fargo Experience 2014 - 2015
Job Owner, Your Event
Industry Events Services
Experience
Your Event Compliance ManagerWells Fargo2014 - 2015
Wells Fargo 2014 - 2015
Skills
Marketing Strategy, Strategic Planning, Marketing, Marketing Communications, Integrated Marketing, New Business Development
Education
University of Michigan
Your Event Compliance ManagerWells Fargo2014 - 2015
Wells Fargo 2014 - 2015
Skills
Marketing Strategy, Strategic Planning, Marketing, Marketing Communications, Integrated Marketing, New Business Development
Education
University of Michigan
Kelly Brady's Wells Fargo Experience 2000 - 2008
Job Vice President Underwriting & Credit
Industry Banking
Experience
Freddie Mac August 2008 - Present
Wells Fargo 2000 - 2008
Education
Oxford High School
University of Michigan
BBA, Finance
Freddie Mac August 2008 - Present
Wells Fargo 2000 - 2008
Education
Oxford High School
University of Michigan
BBA, Finance
Tony Morse's Wells Fargo Experience October 2000 - December 2001
Job Senior Professional Services Consultant at Epicor Software
Industry Computer Software
Experience
Epicor Software December 2008 - Present
Export Corporation November 2006 - December 2008
CMS Software 2003 - November 2006
Paradise Brewpub & Grill 1997 - 2003
Wells Fargo October 2000 - December 2001
JPMorgan Chase 1991 - 1997
Skills
Business Intelligence, ERP, Analysis, Customer Relations, EDI, Excel, SQL, Microsoft Office, IBM iSeries, Project Management, Relational Databases, Query Writing, Communication, Problem Solving, Business Analysis, Financial Analysis, Data Analysis, Financial Reporting, Financial Accounting, Customer Service, Software Implementation, Enterprise Software, Professional Services, Testing, Training, Cross-functional Team..., Project Planning, Management, Integration, Sales, Budgets, Microsoft Excel, SaaS
Education
Wayne State University 1993 — 1998
Master of Business Administration (MBA), Accounting and Finance, 3.7
University of Michigan 1985 — 1990
Bachelor of Arts (BA), History
Epicor Software December 2008 - Present
Export Corporation November 2006 - December 2008
CMS Software 2003 - November 2006
Paradise Brewpub & Grill 1997 - 2003
Wells Fargo October 2000 - December 2001
JPMorgan Chase 1991 - 1997
Skills
Business Intelligence, ERP, Analysis, Customer Relations, EDI, Excel, SQL, Microsoft Office, IBM iSeries, Project Management, Relational Databases, Query Writing, Communication, Problem Solving, Business Analysis, Financial Analysis, Data Analysis, Financial Reporting, Financial Accounting, Customer Service, Software Implementation, Enterprise Software, Professional Services, Testing, Training, Cross-functional Team..., Project Planning, Management, Integration, Sales, Budgets, Microsoft Excel, SaaS
Education
Wayne State University 1993 — 1998
Master of Business Administration (MBA), Accounting and Finance, 3.7
University of Michigan 1985 — 1990
Bachelor of Arts (BA), History
Nick Kass's Wells Fargo Experience July 2014 - April 2015
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Wells Fargo July 2014 - April 2015
John Hancock Financial Services May 2013 - June 2014
Kasscade, LLC August 2009 - May 2013
University of Miami August 2005 - December 2008
Senior Care Pharmacy May 2003 - August 2003
Skills
Start-ups, Business Planning, Customer Service, Analysis, Spanish, Strategic Planning, Marketing, Microsoft Excel, Marketing Strategy, Finance, Leadership, Entrepreneurship, Data Analysis, Database Admin, Process Improvement, Business Strategy, Business Development, Fundraising, Public Relations
Education
University of Miami - School of Business 2005 — 2008
International Finance & Marketing, Accounting
Wells Fargo Advisors April 2015 - Present
Wells Fargo July 2014 - April 2015
John Hancock Financial Services May 2013 - June 2014
Kasscade, LLC August 2009 - May 2013
University of Miami August 2005 - December 2008
Senior Care Pharmacy May 2003 - August 2003
Skills
Start-ups, Business Planning, Customer Service, Analysis, Spanish, Strategic Planning, Marketing, Microsoft Excel, Marketing Strategy, Finance, Leadership, Entrepreneurship, Data Analysis, Database Admin, Process Improvement, Business Strategy, Business Development, Fundraising, Public Relations
Education
University of Miami - School of Business 2005 — 2008
International Finance & Marketing, Accounting
Doug Spamer's Wells Fargo Experience 2002 - Present
Job Associate at Wachovia Securities
Industry Real Estate
Experience
Wachovia Securities February 2002 - Present
Wells Fargo 2002 - Present
Skills
Asset Managment, Valuation
Education
University of Michigan 1987 — 1992
Bachelors, Economics & SE Asian Studies
Wachovia Securities February 2002 - Present
Wells Fargo 2002 - Present
Skills
Asset Managment, Valuation
Education
University of Michigan 1987 — 1992
Bachelors, Economics & SE Asian Studies
Michael Priebe's Wells Fargo Experience July 1999 - June 2003
Job Information Security/Audit/Risk Management
Industry Financial Services
Experience
Visa 2010 - August 2011
Wells Fargo July 1999 - June 2003
Skills
IT Audit, Information Technology, Risk Management, Security, HIPAA, IT Risk, Security Assessments, Risk Assessment, Enterprise Risk..., Information Security..., Risk Mitigation, Information Security..., Operational Risk..., Security Policy, IT Governance, Governance, Internal Audit, Sarbanes-Oxley Act, Application Security, Risk, ISO 27001, SDLC
Education
University of Michigan
B.A. (Honors), English
Visa 2010 - August 2011
Wells Fargo July 1999 - June 2003
Skills
IT Audit, Information Technology, Risk Management, Security, HIPAA, IT Risk, Security Assessments, Risk Assessment, Enterprise Risk..., Information Security..., Risk Mitigation, Information Security..., Operational Risk..., Security Policy, IT Governance, Governance, Internal Audit, Sarbanes-Oxley Act, Application Security, Risk, ISO 27001, SDLC
Education
University of Michigan
B.A. (Honors), English
G. Jay Hall's Wells Fargo Experience October 2010 - July 2011
Job Commercial Lender at BB&T
Industry Banking
Lee Gardy's Wells Fargo Experience October 2013 - Present
Job Senior Counsel at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Discover Financial Services July 2007 - October 2013
Lord Bissell & Brook 1997 - 1998
Education
University of Michigan Law School 1994 — 1996
JD
University of Michigan 1989 — 1993
BA, Political Science
Wells Fargo October 2013 - Present
Discover Financial Services July 2007 - October 2013
Lord Bissell & Brook 1997 - 1998
Education
University of Michigan Law School 1994 — 1996
JD
University of Michigan 1989 — 1993
BA, Political Science
Seth Bohler's Wells Fargo Experience February 2011 - May 2011
Job Ancillary Sevices Manager at The Managemet Trust
Industry Management Consulting
Experience
The Managemet Trust May 2013 - Present
The Helsing Group, Inc. May 2011 - May 2013
Wells Fargo February 2011 - May 2011
CUSTOMERicity May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Management, Process Improvement, Analysis, Project Management, Budgets, Marketing Strategy, Strategic Planning, Data Analysis, Proposal Writing, Six Sigma, Customer Service, Software Documentation, Finance, Marketing
Education
University of Miami - School of Business 2007 — 2009
MBA, Marketing, Management Science
University of Rochester 2003 — 2007
BA, Economics
The Managemet Trust May 2013 - Present
The Helsing Group, Inc. May 2011 - May 2013
Wells Fargo February 2011 - May 2011
CUSTOMERicity May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Management, Process Improvement, Analysis, Project Management, Budgets, Marketing Strategy, Strategic Planning, Data Analysis, Proposal Writing, Six Sigma, Customer Service, Software Documentation, Finance, Marketing
Education
University of Miami - School of Business 2007 — 2009
MBA, Marketing, Management Science
University of Rochester 2003 — 2007
BA, Economics
Betsy Dobel's Wells Fargo Experience October 1988 - July 2004
Job Senior Vice President Origination Channel Marketing and Marketing Services at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage March 2012 - Present
Wells Fargo Home Mortgage October 2004 - March 2012
Wells Fargo October 1988 - July 2004
Pillsbury 1981 - 1988
Skills
Strategic Planning, Segmentation, Multi-channel Marketing, Mortgage Lending, Marketing Strategy, Marketing Communications, Loans, Integrated Marketing, Email Marketing, Advertising
Education
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
mba, Marketing
University of Kentucky 1975 — 1978
Bachelor of Business Administration (BBA), Marketing
Wells Fargo Home Mortgage March 2012 - Present
Wells Fargo Home Mortgage October 2004 - March 2012
Wells Fargo October 1988 - July 2004
Pillsbury 1981 - 1988
Skills
Strategic Planning, Segmentation, Multi-channel Marketing, Mortgage Lending, Marketing Strategy, Marketing Communications, Loans, Integrated Marketing, Email Marketing, Advertising
Education
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
mba, Marketing
University of Kentucky 1975 — 1978
Bachelor of Business Administration (BBA), Marketing
Brandon Lebowitz's Wells Fargo Experience June 2009 - July 2010
Job Analyst at OchZiff Capital Management
Industry Investment Banking
Experience
Och-Ziff Capital Management August 2014 - Present
Goldman Sachs July 2012 - July 2014
Goldman Sachs June 2011 - August 2011
Munder Capital Management June 2010 - August 2010
Wells Fargo June 2009 - July 2010
Skills
Research, Investments, Securities, Financial Modeling, Valuation, Equity Research, Capital Markets, Capital IQ, Investment Banking, Due Diligence, LBO, Equity Valuation, Private Equity, Corporate Finance, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Minor in Mathematics, Finance, Accounting
West Bloomfield High School 2004 — 2008
High School Degree
Och-Ziff Capital Management August 2014 - Present
Goldman Sachs July 2012 - July 2014
Goldman Sachs June 2011 - August 2011
Munder Capital Management June 2010 - August 2010
Wells Fargo June 2009 - July 2010
Skills
Research, Investments, Securities, Financial Modeling, Valuation, Equity Research, Capital Markets, Capital IQ, Investment Banking, Due Diligence, LBO, Equity Valuation, Private Equity, Corporate Finance, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Minor in Mathematics, Finance, Accounting
West Bloomfield High School 2004 — 2008
High School Degree
Jesse Dewit's Wells Fargo Experience March 2014 - Present
Job Senior Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Valspar June 2012 - October 2013
Wells Fargo December 2004 - July 2008
Skills
Fixed Income
Education
University of Minnesota - Carlson School of Management 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
Bachelor of Business Administration (BBA)
Wells Fargo March 2014 - Present
Valspar June 2012 - October 2013
Wells Fargo December 2004 - July 2008
Skills
Fixed Income
Education
University of Minnesota - Carlson School of Management 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
Bachelor of Business Administration (BBA)
Kate Kronk Discenza's Wells Fargo Experience 1998 - 2007
Job VP, Marketing Operations Manager at MB Financial Bank
Industry Financial Services
Experience
MB Financial Bank July 2010 - Present
Enova Financial 2008 - August 2010
Marsh 2007 - 2008
Wells Fargo 1998 - 2007
Skills
Leadership, CRM, Analytics, Financial Analysis, Microsoft Excel, Marketing, Email Marketing, Customer Acquisition, Direct Marketing, Strategy, Management, Credit, Financial Services, Portfolio Management, Teamwork, Segmentation, Banking, Project Management, Digital Marketing, Marketing Strategy, Risk Management, Competitive Analysis, Loans, Financial Modeling
Education
University of Michigan 1993 — 1997
BA, Economics
MB Financial Bank July 2010 - Present
Enova Financial 2008 - August 2010
Marsh 2007 - 2008
Wells Fargo 1998 - 2007
Skills
Leadership, CRM, Analytics, Financial Analysis, Microsoft Excel, Marketing, Email Marketing, Customer Acquisition, Direct Marketing, Strategy, Management, Credit, Financial Services, Portfolio Management, Teamwork, Segmentation, Banking, Project Management, Digital Marketing, Marketing Strategy, Risk Management, Competitive Analysis, Loans, Financial Modeling
Education
University of Michigan 1993 — 1997
BA, Economics
Hillary Longo's Wells Fargo Experience January 2005 - February 2013
Job Exclusive Agent The Hillary Longo Agency at Allstate
Industry Insurance
Experience
Allstate September 2013 - Present
Wells Fargo January 2005 - February 2013
Wells Fargo Home Mortgage April 1993 - January 2005
Skills
Mortgage Banking, Loan Origination, USDA, Loans, Mortgage Lending, Credit, Residential Mortgages, Refinance, VA loans, FHA financing, FHA, Banking, Credit Analysis, Sales Management, Sales Operations, Sales Leads, Team Management, Operating Budgets, Budget Forecasts, Profit and Loss..., Cross Selling, Operational..., Team Development, Entrepreneurship, Consumer Lending, Finance, Underwriting, Construction Loans, Process Improvement, Loss Mitigation, Operational Excellence, Risk Management, Business Development, Customer Retention, Sales, Leadership, P&L Management, Recruiting, Reverse Mortgages, Real Estate, Customer Satisfaction, Certified Mortgage..., Government Loans, Mortgage Underwriting, Insurance, Home Equity Loans, Small Business Lending, Commercial Lending, General Insurance, Relationship Management
Education
University of Miami - School of Business 1986 — 1990
BS, International Finance and Marketing
Allstate September 2013 - Present
Wells Fargo January 2005 - February 2013
Wells Fargo Home Mortgage April 1993 - January 2005
Skills
Mortgage Banking, Loan Origination, USDA, Loans, Mortgage Lending, Credit, Residential Mortgages, Refinance, VA loans, FHA financing, FHA, Banking, Credit Analysis, Sales Management, Sales Operations, Sales Leads, Team Management, Operating Budgets, Budget Forecasts, Profit and Loss..., Cross Selling, Operational..., Team Development, Entrepreneurship, Consumer Lending, Finance, Underwriting, Construction Loans, Process Improvement, Loss Mitigation, Operational Excellence, Risk Management, Business Development, Customer Retention, Sales, Leadership, P&L Management, Recruiting, Reverse Mortgages, Real Estate, Customer Satisfaction, Certified Mortgage..., Government Loans, Mortgage Underwriting, Insurance, Home Equity Loans, Small Business Lending, Commercial Lending, General Insurance, Relationship Management
Education
University of Miami - School of Business 1986 — 1990
BS, International Finance and Marketing
T.J. Burd's Wells Fargo Experience May 2011 - Present
Job Vice President Senior Business Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2011 - Present
Wells Fargo July 2010 - May 2011
Wells Fargo October 2007 - July 2010
Wells Fargo December 2004 - October 2007
Education
University of Michigan 1998 — 2000
B.A. Sports Management & Communications, Public Relations
Wells Fargo May 2011 - Present
Wells Fargo July 2010 - May 2011
Wells Fargo October 2007 - July 2010
Wells Fargo December 2004 - October 2007
Education
University of Michigan 1998 — 2000
B.A. Sports Management & Communications, Public Relations
Rishi Anand's Wells Fargo Experience July 2011 - September 2013
Job Equity Capital Markets
Industry Capital Markets
Experience
Citi July 2014 - Present
Wells Fargo July 2011 - September 2013
C.L. King & Associates May 2010 - August 2010
Merrill Lynch January 2007 - January 2009
Accenture October 2004 - December 2006
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Equities, Financial Analysis, Private Equity, Bloomberg, Fixed Income, Emerging Markets, Portfolio Management, Investments, Due Diligence, Derivatives, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA
University of Michigan 1999 — 2004
Master and Bachelor of Engineering, July 2004 and May 2003, Industrial Engineering
North Allegheny 1995 — 1999
Citi July 2014 - Present
Wells Fargo July 2011 - September 2013
C.L. King & Associates May 2010 - August 2010
Merrill Lynch January 2007 - January 2009
Accenture October 2004 - December 2006
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Equities, Financial Analysis, Private Equity, Bloomberg, Fixed Income, Emerging Markets, Portfolio Management, Investments, Due Diligence, Derivatives, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA
University of Michigan 1999 — 2004
Master and Bachelor of Engineering, July 2004 and May 2003, Industrial Engineering
North Allegheny 1995 — 1999
Tony Khan's Wells Fargo Experience 2006 - Present
Job Institutional Retirement and Trust Sales Associate
Industry Financial Services
Experience
Wells Fargo 2006 - Present
Comcast Cable Communications 2002 - 2005
Banc One Financial Services 1995 - 1999
Skills
Financial Services, Marketing, Loans, Retirement Planning, Budgets, B2B, Mortgage Lending, Investments, Banking, Sales, Credit, Account Management
Education
University of Michigan
BA, English Literature, Business
Wells Fargo 2006 - Present
Comcast Cable Communications 2002 - 2005
Banc One Financial Services 1995 - 1999
Skills
Financial Services, Marketing, Loans, Retirement Planning, Budgets, B2B, Mortgage Lending, Investments, Banking, Sales, Credit, Account Management
Education
University of Michigan
BA, English Literature, Business
Josh Patrick-Riley's Wells Fargo Experience June 2010 - July 2014
Job Looking for opportunities in fields of writing, music, and marketing
Industry Public Relations and Communications
Experience
Josh Liam November 2011 - Present
Josh Patrick-Riley October 2011 - Present
Wells Fargo June 2010 - July 2014
Songwriter/Guitarist February 2010 - October 2010
Barnes & Noble August 2007 - June 2010
Marble Force February 2009 - October 2009
Skills
Guitar, Voice, Customer Service, Microsoft Excel, Microsoft Office, Data Entry, Singing, Acting, Telephone Skills, Sales, Bands, Creative Writing, Retail, Credit, Banking, Music
Education
University of Miami 2003 — 2007
Bachelor of Arts, Music, Theatre, Music Business, English
West Anchorage High School 1999 — 2003
High School
Josh Liam November 2011 - Present
Josh Patrick-Riley October 2011 - Present
Wells Fargo June 2010 - July 2014
Songwriter/Guitarist February 2010 - October 2010
Barnes & Noble August 2007 - June 2010
Marble Force February 2009 - October 2009
Skills
Guitar, Voice, Customer Service, Microsoft Excel, Microsoft Office, Data Entry, Singing, Acting, Telephone Skills, Sales, Bands, Creative Writing, Retail, Credit, Banking, Music
Education
University of Miami 2003 — 2007
Bachelor of Arts, Music, Theatre, Music Business, English
West Anchorage High School 1999 — 2003
High School
Craig Schwartz's Wells Fargo Experience August 2010 - Present
Job Senior Financial Consultant
Industry Financial Services
Experience
Wells Fargo August 2010 - Present
Consulting, Financial Services, Media & Advertising June 2009 - July 2010
GMAC Financial Services October 2009 - February 2010
Deluxe Laboratories August 2008 - May 2009
JP Morgan Chase March 2005 - August 2008
Skills
Financial Modeling, Corporate Finance, Finance, Financial Analysis, Financial Planning, Banking
Education
University of Miami 1995 — 1999
Business Administration, Finance & Marketing
Wells Fargo August 2010 - Present
Consulting, Financial Services, Media & Advertising June 2009 - July 2010
GMAC Financial Services October 2009 - February 2010
Deluxe Laboratories August 2008 - May 2009
JP Morgan Chase March 2005 - August 2008
Skills
Financial Modeling, Corporate Finance, Finance, Financial Analysis, Financial Planning, Banking
Education
University of Miami 1995 — 1999
Business Administration, Finance & Marketing
Kate Owens's Wells Fargo Experience 2006 - 2008
Job Urban Specialist at World Bank Group
Industry Real Estate
Experience
World Bank Group March 2013 - Present
Wells Fargo 2006 - 2008
Jones Lang LaSalle 2005 - 2006
The World Bank 2002 - 2005
Skills
Statistics, Public Policy, Research, Policy Analysis, Due Diligence, Qualitative Research, Economic Development, Financial Modeling, Management, Program Evaluation, Analysis, Valuation, GIS, SPSS, Project Management, Data Analysis, Strategic Planning, Real Estate, Financial Analysis, Asset Managment
Education
University of Michigan 2009 — 2014
PhD, City/Urban, Community and Regional Planning
University of Chicago 1998 — 2002
Bachelor's degree, Public Policy and Economics
World Bank Group March 2013 - Present
Wells Fargo 2006 - 2008
Jones Lang LaSalle 2005 - 2006
The World Bank 2002 - 2005
Skills
Statistics, Public Policy, Research, Policy Analysis, Due Diligence, Qualitative Research, Economic Development, Financial Modeling, Management, Program Evaluation, Analysis, Valuation, GIS, SPSS, Project Management, Data Analysis, Strategic Planning, Real Estate, Financial Analysis, Asset Managment
Education
University of Michigan 2009 — 2014
PhD, City/Urban, Community and Regional Planning
University of Chicago 1998 — 2002
Bachelor's degree, Public Policy and Economics
Alexandra Faust's Wells Fargo Experience September 2009 - October 2012
Job Vice President at Clegg Insurance Group, Inc
Industry Insurance
Experience
Clegg Insurance Group, Inc October 2012 - Present
Wells Fargo September 2009 - October 2012
Studio LX August 2008 - June 2009
Quintessentially May 2008 - January 2009
Skills
Marketing, Sales, Financial Analysis, Public Relations, Microsoft Excel, Direct Sales, Social Media, Account Management, Sales Management, Strategic Planning, Business Planning, Competitive Analysis, Customer Service, Leadership, Marketing Strategy, Team Building, Retail, Pricing
Education
University of Miami - School of Business 2005 — 2009
MBA, Management and Business organization
Clegg Insurance Group, Inc October 2012 - Present
Wells Fargo September 2009 - October 2012
Studio LX August 2008 - June 2009
Quintessentially May 2008 - January 2009
Skills
Marketing, Sales, Financial Analysis, Public Relations, Microsoft Excel, Direct Sales, Social Media, Account Management, Sales Management, Strategic Planning, Business Planning, Competitive Analysis, Customer Service, Leadership, Marketing Strategy, Team Building, Retail, Pricing
Education
University of Miami - School of Business 2005 — 2009
MBA, Management and Business organization
Derek Worley, EIT, LEED Green Associate's Wells Fargo Experience October 2009 - August 2011
Job Mechanical Design Engineer
Industry Design
Experience
McVeigh & Mangum Engineering, Inc. April 2015 - Present
Vrettos Pappas Consulting Engineers February 2013 - April 2015
Lime Energy August 2011 - September 2012
Carolina Cooling May 2011 - August 2011
Wells Fargo October 2009 - August 2011
Skills
Mechanical Engineering, HVAC, LEED Green Associate, AutoCAD, Carrier HAP, Energy Audits, Engineer in Training, Trane Trace 700, EnergyGauge, EPA Portfolio Manager, Engineering, Microsoft Office, Energy Efficiency
Education
University of Miami 2004 — 2009
B.S., Architectural Engineering
McVeigh & Mangum Engineering, Inc. April 2015 - Present
Vrettos Pappas Consulting Engineers February 2013 - April 2015
Lime Energy August 2011 - September 2012
Carolina Cooling May 2011 - August 2011
Wells Fargo October 2009 - August 2011
Skills
Mechanical Engineering, HVAC, LEED Green Associate, AutoCAD, Carrier HAP, Energy Audits, Engineer in Training, Trane Trace 700, EnergyGauge, EPA Portfolio Manager, Engineering, Microsoft Office, Energy Efficiency
Education
University of Miami 2004 — 2009
B.S., Architectural Engineering
Miriam Martinez-Sorto, MBA's Wells Fargo Experience July 2005 - December 2006
Job Director Ecommerce Marketing at VMR products LLC (V2Cigs/Vapor Couture)
Industry Marketing and Advertising
Experience
VMR Products LLC - V2 Cigs, V2 Pro & Vapor Couture August 2012 - Present
Reesbook May 2008 - 2012
Unilever March 2007 - April 2008
Wells Fargo July 2005 - December 2006
TELECOMM USA July 2004 - December 2004
Skills
Development and..., Online Advertising, Online Communications, Online Lead Generation, Digital Strategy, Brand Awareness, Brand Loyalty, Operations Management, Public Relations, Marketing Strategy, Strategy, Email Marketing, SEO, Online Marketing, PPC, Marketing, Integrated Marketing, Leadership, Social Media Marketing, E-commerce, Digital Marketing
Education
Harvard Business School 2012 — 2012
ND
University of Miami 2008 — 2009
MBA
The University of North Carolina 2001 — 2005
Bachelor of Business Administration (BBA)
VMR Products LLC - V2 Cigs, V2 Pro & Vapor Couture August 2012 - Present
Reesbook May 2008 - 2012
Unilever March 2007 - April 2008
Wells Fargo July 2005 - December 2006
TELECOMM USA July 2004 - December 2004
Skills
Development and..., Online Advertising, Online Communications, Online Lead Generation, Digital Strategy, Brand Awareness, Brand Loyalty, Operations Management, Public Relations, Marketing Strategy, Strategy, Email Marketing, SEO, Online Marketing, PPC, Marketing, Integrated Marketing, Leadership, Social Media Marketing, E-commerce, Digital Marketing
Education
Harvard Business School 2012 — 2012
ND
University of Miami 2008 — 2009
MBA
The University of North Carolina 2001 — 2005
Bachelor of Business Administration (BBA)
Valerie Iwata's Wells Fargo Experience 2006 - 2008
Job Retail
Industry Luxury Goods & Jewelry
Experience
Tiffany & Co. 2008 - Present
Wells Fargo 2006 - 2008
Education
University of Michigan 2002 — 2006
B.A., Economics, Asian Studies
Tiffany & Co. 2008 - Present
Wells Fargo 2006 - 2008
Education
University of Michigan 2002 — 2006
B.A., Economics, Asian Studies
Jennifer Amendolare's Wells Fargo Experience November 2009 - Present
Job Business Systems Consultant 4 at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management November 2013 - Present
Wells Fargo November 2009 - Present
Evergreen Investments December 2006 - January 2010
Evergreen Investments November 2003 - December 2006
Boston Financial Data Services October 1998 - April 2003
Skills
Project Management, Process Improvement, Relationship Management, Financial Services, Mutual Funds, Software Documentation, Leadership, Management, Securities, Series 63, Mergers & Acquisitions, Integration, CRM
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Wells Capital Management November 2013 - Present
Wells Fargo November 2009 - Present
Evergreen Investments December 2006 - January 2010
Evergreen Investments November 2003 - December 2006
Boston Financial Data Services October 1998 - April 2003
Skills
Project Management, Process Improvement, Relationship Management, Financial Services, Mutual Funds, Software Documentation, Leadership, Management, Securities, Series 63, Mergers & Acquisitions, Integration, CRM
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Colleen Lucier's Wells Fargo Experience 2006 - 2012
Job
Industry Financial Services
Experience
Wells Fargo 2006 - 2012
Wells Fargo 2000 - 2006
Fleet Bank 1997 - 2000
Fleet Bank January 1996 - July 1999
Skills
ACH, Financial Services, Treasury Management, Banking, Strategic Planning, Relationship Management, Business Analysis, Strategic Partnerships, Product Development
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Communications
Wells Fargo 2006 - 2012
Wells Fargo 2000 - 2006
Fleet Bank 1997 - 2000
Fleet Bank January 1996 - July 1999
Skills
ACH, Financial Services, Treasury Management, Banking, Strategic Planning, Relationship Management, Business Analysis, Strategic Partnerships, Product Development
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Communications
Richard Dargis's Wells Fargo Experience 2003 - Present
Job Kofax Systems Analyst at Wells Fargo Shareowner Services
Industry Financial Services
Experience
Wells Fargo 2003 - Present
Wells Fargo Shareowner Services 2003 - Present
Skills
Kofax System..., Kofax Transformation..., Kofax Analytics for..., WinWrap Basic..., Kofax Import Connector, Kofax Search and..., Kofax Workflow Agent..., KTM Programming, Kofax System..., Kofax Capture Extraction, KTM Extraction..., SQL Server Development, Databases, SDLC, Systems Analysis, SQL Server, SQL, Data Analysis, Software Documentation, Visio, Customer Service, Access, Microsoft SQL Server, Process Improvement, Management, Leadership, Documentation, PL/SQL, Stored Procedures
Education
University of Michigan
B.A., Economics
University of Minnesota-Twin Cities
M.S., Scientific and Technical Communication
Wells Fargo 2003 - Present
Wells Fargo Shareowner Services 2003 - Present
Skills
Kofax System..., Kofax Transformation..., Kofax Analytics for..., WinWrap Basic..., Kofax Import Connector, Kofax Search and..., Kofax Workflow Agent..., KTM Programming, Kofax System..., Kofax Capture Extraction, KTM Extraction..., SQL Server Development, Databases, SDLC, Systems Analysis, SQL Server, SQL, Data Analysis, Software Documentation, Visio, Customer Service, Access, Microsoft SQL Server, Process Improvement, Management, Leadership, Documentation, PL/SQL, Stored Procedures
Education
University of Michigan
B.A., Economics
University of Minnesota-Twin Cities
M.S., Scientific and Technical Communication
Eric Korins's Wells Fargo Experience 2004 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
HSBC 2012 - Present
Wells Fargo 2004 - 2012
Mellon Financial Corp 1996 - 2004
Education
University of Massachusetts, Amherst 1990 — 1994
BS - Mgmt, Minor History
HSBC 2012 - Present
Wells Fargo 2004 - 2012
Mellon Financial Corp 1996 - 2004
Education
University of Massachusetts, Amherst 1990 — 1994
BS - Mgmt, Minor History
Jill Zhang's Wells Fargo Experience November 2007 - February 2011
Job Marketing Database Consultant at Wells Fargo
Industry Financial Services
Experience
Bankers Funding Company An Affiliate of Wells Fargo Home Mortgage July 2013 - Present
Wells Fargo November 2007 - February 2011
Wells Fargo November 2005 - November 2007
AMD 2003 - 2003
Skills
Data Warehousing, SQL, Banking, Business Analysis, Teradata, Business Intelligence, Management, Data Analysis, E-commerce, Portfolio Management
Education
University of Massachusetts, Amherst 1995 — 1997
Master, MBA
Bankers Funding Company An Affiliate of Wells Fargo Home Mortgage July 2013 - Present
Wells Fargo November 2007 - February 2011
Wells Fargo November 2005 - November 2007
AMD 2003 - 2003
Skills
Data Warehousing, SQL, Banking, Business Analysis, Teradata, Business Intelligence, Management, Data Analysis, E-commerce, Portfolio Management
Education
University of Massachusetts, Amherst 1995 — 1997
Master, MBA
Julie Auburn Shannon's Wells Fargo Experience August 2015 - Present
Job Audit Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2015 - Present
Bank of America January 2014 - Present
Bank of America March 2012 - Present
Bank of America August 2011 - February 2012
Bank of America May 2010 - August 2011
Bank of America June 2008 - May 2010
Skills
Risk Management, Banking, Internal Audit, Credit, Financial Analysis, Auditing, Internal Controls, Financial Risk, Six Sigma, Compliance, International Compliance
Education
University of Michigan 2003 — 2008
Industrial Operations Engineering, Russian Studies
Wells Fargo August 2015 - Present
Bank of America January 2014 - Present
Bank of America March 2012 - Present
Bank of America August 2011 - February 2012
Bank of America May 2010 - August 2011
Bank of America June 2008 - May 2010
Skills
Risk Management, Banking, Internal Audit, Credit, Financial Analysis, Auditing, Internal Controls, Financial Risk, Six Sigma, Compliance, International Compliance
Education
University of Michigan 2003 — 2008
Industrial Operations Engineering, Russian Studies
Mary E. Schaffner Wells Fargo & Company's Wells Fargo Experience
Job Senior Company Counsel at Wells Fargo
Industry Financial Services
Experience
Wells Fargo
Skills
Due Diligence, Estate Planning, Loans, Mergers & Acquisitions, Financial Services, Securities, Investments, Private Equity, Bankruptcy, Public Speaking, Nonprofits, Fundraising, Leadership, Management, Event Planning, Research, Volunteer Management, Editing, Social Media
Education
University of Notre Dame Law School 1975 — 1978
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
University of Michigan 1970 — 1974
Bachelor's Degree, European and American History (United States) and Romance Languages
Wells Fargo
Skills
Due Diligence, Estate Planning, Loans, Mergers & Acquisitions, Financial Services, Securities, Investments, Private Equity, Bankruptcy, Public Speaking, Nonprofits, Fundraising, Leadership, Management, Event Planning, Research, Volunteer Management, Editing, Social Media
Education
University of Notre Dame Law School 1975 — 1978
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
University of Michigan 1970 — 1974
Bachelor's Degree, European and American History (United States) and Romance Languages
Brandon Patton's Wells Fargo Experience August 2010 - July 2012
Job External Consultant at Miami Beach Chamber of Commerce
Industry Management Consulting
Experience
Miami Beach Chamber of Commerce August 2015 - Present
University of Miami August 2014 - Present
The Hackett Group June 2015 - August 2015
Aerotek July 2012 - July 2014
Wells Fargo August 2010 - July 2012
Skills
Business Strategy, Mergers & Acquisitions, Management Consulting, Finance, Human Capital, Management, Microsoft Excel, Public Speaking, Applicant Tracking..., Technical Recruiting, Recruiting, Leadership
Education
University of Miami - School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, Mergers & Acquisitions, and Management
UNC Chapel Hill 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Miami Beach Chamber of Commerce August 2015 - Present
University of Miami August 2014 - Present
The Hackett Group June 2015 - August 2015
Aerotek July 2012 - July 2014
Wells Fargo August 2010 - July 2012
Skills
Business Strategy, Mergers & Acquisitions, Management Consulting, Finance, Human Capital, Management, Microsoft Excel, Public Speaking, Applicant Tracking..., Technical Recruiting, Recruiting, Leadership
Education
University of Miami - School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, Mergers & Acquisitions, and Management
UNC Chapel Hill 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Jose Blanco's Wells Fargo Experience June 2014 - Present
Job Senior Vice President / Division Team Leader
Industry Banking
Experience
Wells Fargo June 2014 - Present
Cathay Bank May 2010 - November 2012
US Bank May 2000 - May 2010
Wells Fargo June 1992 - May 2000
Skills
Sales Management, Profit & Loss Management, Training & Development, Community Relations, Strategic Planning, Marketing Strategy, Commercial Banking, Credit, Relationship Management, Business Development, Management, Asset Based Lending, Executive Management, Employee Training, Banking, Credit Analysis, Financial Analysis, Loans, Portfolio Management, Cash Management, Finance, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
BBA, Finance
University of Michigan 1988 — 1992
BBA, Finance
Wells Fargo June 2014 - Present
Cathay Bank May 2010 - November 2012
US Bank May 2000 - May 2010
Wells Fargo June 1992 - May 2000
Skills
Sales Management, Profit & Loss Management, Training & Development, Community Relations, Strategic Planning, Marketing Strategy, Commercial Banking, Credit, Relationship Management, Business Development, Management, Asset Based Lending, Executive Management, Employee Training, Banking, Credit Analysis, Financial Analysis, Loans, Portfolio Management, Cash Management, Finance, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
BBA, Finance
University of Michigan 1988 — 1992
BBA, Finance
Richard Dorsey's Wells Fargo Experience February 2013 - February 2013
Job Senior IT Desktop Support at Bayview Asset Management, LLC
Industry Information Technology and Services
Experience
Bayview Asset Management, LLC February 2015 - Present
Pediatric Associates, South Florida January 2014 - February 2015
Lennar April 2013 - January 2014
OIC of South Florida January 2013 - April 2013
Next Generation December 2012 - April 2013
Wells Fargo February 2013 - February 2013
Unlimited Tax Consultant June 2005 - October 2012
University of Miami IT User Support Services May 2010 - July 2012
University of Miami IT Canenet Connection May 2007 - May 2010
Education
University of Miami 2006 — 2012
Bachelor of Arts, Biology
Bayview Asset Management, LLC February 2015 - Present
Pediatric Associates, South Florida January 2014 - February 2015
Lennar April 2013 - January 2014
OIC of South Florida January 2013 - April 2013
Next Generation December 2012 - April 2013
Wells Fargo February 2013 - February 2013
Unlimited Tax Consultant June 2005 - October 2012
University of Miami IT User Support Services May 2010 - July 2012
University of Miami IT Canenet Connection May 2007 - May 2010
Education
University of Miami 2006 — 2012
Bachelor of Arts, Biology
Jeff Baron's Wells Fargo Experience August 2015 - Present
Job Business System Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2015 - Present
Bank of America February 2015 - July 2015
Wells Fargo June 2014 - February 2015
Bank of America August 2013 - April 2014
Wells Fargo January 2012 - June 2013
Bank of America August 2010 - July 2011
Wachovia, A Wells Fargo Company September 2009 - August 2010
Bank of America March 2007 - November 2008
Wachovia, A Wells Fargo Company March 2006 - October 2006
Wachovia, A Wells Fargo Company August 2005 - December 2005
Education
University of Massachusetts, Amherst 1987 — 1991
Liberal Arts, History, Economics
Wells Fargo August 2015 - Present
Bank of America February 2015 - July 2015
Wells Fargo June 2014 - February 2015
Bank of America August 2013 - April 2014
Wells Fargo January 2012 - June 2013
Bank of America August 2010 - July 2011
Wachovia, A Wells Fargo Company September 2009 - August 2010
Bank of America March 2007 - November 2008
Wachovia, A Wells Fargo Company March 2006 - October 2006
Wachovia, A Wells Fargo Company August 2005 - December 2005
Education
University of Massachusetts, Amherst 1987 — 1991
Liberal Arts, History, Economics
Adrienne Gibson's Wells Fargo Experience May 2013 - Present
Job Consumer Loan Underwriter
Industry Banking
Experience
Wells Fargo May 2013 - Present
Wachovia, A Wells Fargo Company September 2011 - May 2013
Education
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Political Science ad Government
University of Michigan
Wells Fargo May 2013 - Present
Wachovia, A Wells Fargo Company September 2011 - May 2013
Education
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Political Science ad Government
University of Michigan
Rani Borthosow's Wells Fargo Experience 2009 - 2010
Job Senior QA Analyst at EDMC
Industry Information Technology and Services
Ivana Lazic's Wells Fargo Experience July 2013 - September 2014
Job Finance
Industry Financial Services
Experience
Citi February 2015 - Present
Wells Fargo July 2013 - September 2014
JPMorgan Chase May 2012 - July 2013
IronFX September 2011 - January 2012
TPJ Advisory Corp August 2008 - January 2011
ABN Amro March 2006 - June 2008
Banca Com July 2004 - February 2005
Skills
Forex, Stock Market, Brokerage, International Business, Closing Deals, Multilingual, Multitasker, Professional..., International Sales, Sales Support, B2B services, Banking, Foreign Exchange, Sales Operations, Deal Closure, Currency, Derivatives, Sales, Capital Markets, Equities, Financial Markets, Management, Options, Risk Management, Trading, Trading Systems, Portfolio Management, CRM, FX Options, Marketing, Investments, Trading Strategies, Financial Services, B2B, FX trading, Commodity, Hedge Funds, FX Trading
Education
InstituteMiami Dade College 2008 — 2010
Associate Degree, International Relations
University of Miami 2008 — 2010
Masters, International Studies
State University Moldova-LDL- BS in International Law 2000 — 2005
International Law, International Business, Trade, and Tax Law
American School of Bucharest 1996 — 2000
HS Diploma
DSA
Citi February 2015 - Present
Wells Fargo July 2013 - September 2014
JPMorgan Chase May 2012 - July 2013
IronFX September 2011 - January 2012
TPJ Advisory Corp August 2008 - January 2011
ABN Amro March 2006 - June 2008
Banca Com July 2004 - February 2005
Skills
Forex, Stock Market, Brokerage, International Business, Closing Deals, Multilingual, Multitasker, Professional..., International Sales, Sales Support, B2B services, Banking, Foreign Exchange, Sales Operations, Deal Closure, Currency, Derivatives, Sales, Capital Markets, Equities, Financial Markets, Management, Options, Risk Management, Trading, Trading Systems, Portfolio Management, CRM, FX Options, Marketing, Investments, Trading Strategies, Financial Services, B2B, FX trading, Commodity, Hedge Funds, FX Trading
Education
InstituteMiami Dade College 2008 — 2010
Associate Degree, International Relations
University of Miami 2008 — 2010
Masters, International Studies
State University Moldova-LDL- BS in International Law 2000 — 2005
International Law, International Business, Trade, and Tax Law
American School of Bucharest 1996 — 2000
HS Diploma
DSA
Henry Urbain's Wells Fargo Experience Vice President Investme Bond TradingWells FargoVice President Investme Bond TradingWells FargoVice President Investment Grade Bond TradingWells FargoVice President Investment Grade Bond TradingWells FargoVice President Investme Bond TradingWells FargoSeptember 2004 - Present
Job Vice President Investment Grade Bond Trading at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Vice President Investme Bond TradingWells FargoVice President Investme Bond TradingWells FargoVice President Investment Grade Bond TradingWells FargoVice President Investment Grade Bond TradingWells FargoVice President Investme Bond TradingWells FargoSeptember 2004 - Present
Education
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Business Administration (BBA), Finance, Economics
Wells Fargo Vice President Investme Bond TradingWells FargoVice President Investme Bond TradingWells FargoVice President Investment Grade Bond TradingWells FargoVice President Investment Grade Bond TradingWells FargoVice President Investme Bond TradingWells FargoSeptember 2004 - Present
Education
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Business Administration (BBA), Finance, Economics
David Strimple's Wells Fargo Experience 2008 - 2012
Job Senior Associate PWC, Retail Banking Strategy
Industry Banking
Experience
Asia Pacific Economic Corporation - Business Advisory Council (ABAC) February 2013 - February 2014
Wells Fargo 2008 - 2012
Wells Fargo Advisors 2008 - 2012
Skills
Series 7, Series 66, Wealth Management, Private Banking, Strategic Financial..., Financial Analysis, Investments, Equities, Finance, Asset Allocation, Licensed Life & Health...
Education
USC Marshall School of Business 2012 — 2014
MBA
University of Miami 2004 — 2007
Bachelor's degree, Finance, General
Asia Pacific Economic Corporation - Business Advisory Council (ABAC) February 2013 - February 2014
Wells Fargo 2008 - 2012
Wells Fargo Advisors 2008 - 2012
Skills
Series 7, Series 66, Wealth Management, Private Banking, Strategic Financial..., Financial Analysis, Investments, Equities, Finance, Asset Allocation, Licensed Life & Health...
Education
USC Marshall School of Business 2012 — 2014
MBA
University of Miami 2004 — 2007
Bachelor's degree, Finance, General
Erich Lutgens's Wells Fargo Experience May 2004 - September 2009
Job BSA/AML Senior Analyst at City National Bank
Industry Banking
Experience
City National Bank September 2009 - Present
Wells Fargo May 2004 - September 2009
Wachovia Securities Financial Network July 2000 - May 2004
Skills
FIBA CPAML, Series 6, Series 7, Series 9, Series 10, series 63, series 66, 2-15 Not active, Series 63, FINRA, OFAC, AML, Uniform Combined State..., Banking, Risk Management, Bank Secrecy Act, Loans, Portfolio Management, Wealth Management, Financial Services, Commercial Banking, Credit
Education
University of Miami 1993 — 1997
Bachelor's degree, Political Science and Government
City National Bank September 2009 - Present
Wells Fargo May 2004 - September 2009
Wachovia Securities Financial Network July 2000 - May 2004
Skills
FIBA CPAML, Series 6, Series 7, Series 9, Series 10, series 63, series 66, 2-15 Not active, Series 63, FINRA, OFAC, AML, Uniform Combined State..., Banking, Risk Management, Bank Secrecy Act, Loans, Portfolio Management, Wealth Management, Financial Services, Commercial Banking, Credit
Education
University of Miami 1993 — 1997
Bachelor's degree, Political Science and Government
Tatum Payne's Wells Fargo Experience June 2013 - August 2013
Job Student at University of Michigan Stephen M. Ross School of Business
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
Deutsche Bank June 2014 - Present
Wells Fargo June 2013 - August 2013
Hectares Verdes, LLC May 2013 - May 2013
Skills
Financial Analysis, Time Management, Leadership, Data Analysis, Economics, Team Leadership, Finance, Windows
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Deutsche Bank July 2015 - Present
Deutsche Bank June 2014 - Present
Wells Fargo June 2013 - August 2013
Hectares Verdes, LLC May 2013 - May 2013
Skills
Financial Analysis, Time Management, Leadership, Data Analysis, Economics, Team Leadership, Finance, Windows
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Penny Mrva's Wells Fargo Experience September 2000 - March 2001
Job Business Support Lead at Bank of America
Industry Banking
Experience
Bank of America May 2008 - Present
Countrywide Mortgage Services November 2006 - May 2008
Indymac Bank March 2005 - November 2006
Homecomings Financial March 2001 - June 2004
Wells Fargo September 2000 - March 2001
Skills
Loan Origination, Loan Servicing, Loan Modifications, Construction Loans, Home Equity Loans, Mortgage Lending, Jumbo Mortgage, Refinance, Short Sales, PowerPoint, Microsoft Excel, Visio, Microsoft Word, Credit, Lines Of Credit, Credit Scoring, Business Continuity, Associate Engagement
Education
University of Michigan
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America May 2008 - Present
Countrywide Mortgage Services November 2006 - May 2008
Indymac Bank March 2005 - November 2006
Homecomings Financial March 2001 - June 2004
Wells Fargo September 2000 - March 2001
Skills
Loan Origination, Loan Servicing, Loan Modifications, Construction Loans, Home Equity Loans, Mortgage Lending, Jumbo Mortgage, Refinance, Short Sales, PowerPoint, Microsoft Excel, Visio, Microsoft Word, Credit, Lines Of Credit, Credit Scoring, Business Continuity, Associate Engagement
Education
University of Michigan
Bachelor of Business Administration (B.B.A.), Finance, General
Pamela Darku's Wells Fargo Experience July 2009 - September 2010
Job Loan Processor at Admirals Bank
Industry Banking
Experience
Admirals Bank July 2012 - April 2014
Wells Fargo July 2009 - September 2010
RBS Citizens Financial Group August 2000 - February 2009
Skills
Microsoft Office, Communication, Customer Service, Loan Servicing, interpersonal skills, leadership, team-oriented, work ethic, self-motivate
Education
University of Massachusetts, Amherst
Bachelor's Degree, Communications
Admirals Bank July 2012 - April 2014
Wells Fargo July 2009 - September 2010
RBS Citizens Financial Group August 2000 - February 2009
Skills
Microsoft Office, Communication, Customer Service, Loan Servicing, interpersonal skills, leadership, team-oriented, work ethic, self-motivate
Education
University of Massachusetts, Amherst
Bachelor's Degree, Communications
Pauline Stretch's Wells Fargo Experience 2000 - 2007
Job General Partner at Stretch Systems
Industry Information Technology and Services
Experience
Stretch Systems 1983 - Present
PNC 2007 - 2013
Wells Fargo 2000 - 2007
Mellon Bank 1975 - 1983
Skills
Business Continuity, Business Systems Analyst, Software Documentation, Six Sigma Certification..., Business Continuity...
Education
Harriton
University of Michigan
Bachelor of Arts
University of Pennsylvaania
Sociology
Stretch Systems 1983 - Present
PNC 2007 - 2013
Wells Fargo 2000 - 2007
Mellon Bank 1975 - 1983
Skills
Business Continuity, Business Systems Analyst, Software Documentation, Six Sigma Certification..., Business Continuity...
Education
Harriton
University of Michigan
Bachelor of Arts
University of Pennsylvaania
Sociology
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank