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
Wells Fargo January 2013 - Present
Carlson School of Management August 2012 - December 2012
Nike June 2011 - September 2012
Wells Fargo May 2012 - August 2012
Carlson School of Management February 2012 - April 2012
University of Minnesota Law School May 2011 - December 2011
Carlson School of Management May 2010 - May 2011
University of Minnesota Office of Admissions September 2008 - December 2009
Green Bay Packers July 2006 - December 2009
Skills
Data Analysis, Customer Service, Sales, Finance, PowerPoint, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Finance and Risk Management Insurance
Preble High School 2004 — 2008
Stratasys, Inc. October 2008 - June 2013
Stratasys July 2006 - October 2008
Wells Fargo July 2005 - July 2006
US Army October 2002 - May 2005
Skills
Windows Server, Servers, Troubleshooting, Active Directory, Microsoft Exchange, VPN, Operating Systems, VoIP, Blackberry Enterprise..., System Administration, Help Desk Support, Networking, Management, System Deployment, Windows 7, Microsoft Office, Outlook, Printers, Microsoft Excel, Windows, Microsoft Word, Cisco Technologies, Microsoft SQL Server, VMware, Integration, Disaster Recovery, Technical Support, Information Technology, Software Documentation, Vendor Management, Data Center, SharePoint, Antivirus, Computer Security, Blackberry, Virtualization, Storage Area Networks, SAN, Security, Process Improvement, NetApp, Telecommunications, Infrastructure, Wireless Networking, Wireless, Hardware, Enterprise Software, Linux, Salesforce.com, Network Security
Education
University of Minnesota-Twin Cities 1991 — 1996
NA, General/Business
University of Minnesota - Carlson School of Management 1994 — 1995
N/A, Business Administration
Bluestem Brands, Inc. July 2014 - March 2015
Bluestem Brands, Inc. May 2014 - July 2014
Transition Networks January 2014 - April 2014
jcpenney November 2013 - March 2014
Tactile Medical December 2013 - January 2014
St. Jude Medical September 2013 - November 2013
Minnesota Children's Museum July 2012 - September 2012
Wells Fargo June 2011 - August 2011
Minnesota Children's Museum January 2009 - May 2009
Minnesota Population Center September 2008 - January 2009
Skills
Learner, Building Relationships, SharePoint, Setting Priorities, Public Speaking, Diversity, Microsoft Office, Problem Solving, Networking, PeopleSoft, Recruiting, Training, Interviews, Research, New Hire Orientations, Program Management, HRIS, International Business, Employment Law, New Hire Paperwork, Human Resources, Sociology, Psychology, Informational Interviews, Mentoring, Management, Career Development, Employee Relations, Resume Writing, Career Counseling, College Recruiting, Personnel Management, Staff Development, Organizational..., Employee Benefits, Leadership Development, Talent Acquisition, Beauty Industry, Makeup Artistry
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Master of Arts, Human Resources and Industrial Relations
Fundação Getulio Vargas, Escola De Administração De Empresas De São Paulo 2012 — 2012
Doing Business in Brazil
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Arts, Sociology, Psychology
Caledonia High School/Middle School 2002 — 2006
Diploma
Wells Fargo July 2014 - Present
Wells Fargo June 2013 - July 2014
Taylor Qualitative Services January 2012 - May 2014
Ultralingua, Inc. May 2012 - September 2012
Travelers Insurance June 2011 - August 2011
Travelers Insurance December 2010 - May 2011
International Business Association September 2010 - May 2011
Carlson Business Board April 2010 - April 2011
The Minnesota Daily May 2009 - August 2009
Skills
Data Analysis, Research, Finance, Microsoft Office, Financial Analysis, Microsoft Excel, Analysis, PowerPoint, Public Speaking, Marketing, Russian, Market Research, Branding & Identity, Event Planning, Project Management, Translation, Chinese, Microsoft Word, Leadership, Customer Service
Education
University of Minnesota - Carlson School of Management 2008 — 2013
B.S.B, Finance, Marketing, International Business
Tsinghua University - School of Economics and Management 2011 — 2012
Finance/Chinese
University of Minnesota-Twin Cities 2008 — 2012
Minor, Chinese
Questar Capital March 2014 - Present
Ameriprise Financial Services, Inc. August 2005 - December 2012
Wells Fargo May 2003 - March 2005
Northwestern Mutual May 2002 - June 2003
Skills
Series 7, Series 63, Kaizen, Financial Services, Financial Advisory, Financial Planning, Securities
Education
University of Minnesota - Carlson School of Management 2013 — 2016
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Eau Claire 1998 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
EY August 2015 - Present
University of Minnesota Women's Gymnastics September 2011 - April 2015
Wells Fargo May 2014 - August 2014
Athletes in Action May 2014 - June 2014
Gold Country Apparel June 2012 - April 2014
Marble Slab Creamery April 2010 - August 2012
Skills
Team Leadership, Time Management, Community Outreach, PowerPoint, Microsoft Excel, Sales, Leadership, Training, Teamwork, Social Networking, Critical Thinking, Customer Service, Data Analysis, Microsoft Word, Public Speaking, Microsoft Office
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor's Degree, Finance
Jeffrey Slocum & Associates September 2014 - Present
SIRVA Worldwide May 2013 - September 2014
Wells Fargo May 2011 - May 2013
ZMC Hotels May 2009 - July 2011
America Reads/Counts October 2007 - May 2009
Skills
Leadership, Project Management, Team Building, Business Strategy, Business Analysis, Process Improvement, Strategic Planning, Customer Service, Supply Chain Management, Budgets, Corporate Finance, Derivatives, Strategic Management, Finance, Marketing, Microsoft Office, Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Social Media, Social Networking, Microsoft Word, Event Planning, Advertising, Supply Chain
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
University of Minnesota Duluth 2007 — 2010
BBA, Finance
AAA Northern California, Nevada & Utah August 2011 - Present
Visa April 2011 - June 2011
Wells Fargo June 2010 - March 2011
Z with Me November 2009 - June 2010
Visa April 2009 - September 2009
J.P. Morgan January 2008 - January 2009
J.P. Morgan January 2007 - January 2008
Washington Mutal August 2005 - January 2007
Credit One Bank August 2004 - August 2005
Green Mountain Energy August 2003 - August 2004
Skills
Strategy, Marketing Strategy, Analytics, Integrated Marketing, Team Building, Direct Marketing, Product Management, Customer Acquisition, Strategic Planning, Management, Segmentation, Start-ups, Program Management, Vendor Management, Market Planning, CRM, P&L Management, Marketing, Online Marketing, Leadership
Education
University of Minnesota - Carlson School of Management 1990 — 1994
MBA, Marketing
Wells Fargo August 2008 - Present
Wells Fargo September 2004 - July 2008
Skills
Treasury Management, Public Speaking, Charity Fundraising, Events Coordination, Product Management, Strategic Thinking, Cross-functional Team..., Internet Banking, Cash Management, Treasury, Portfolio Management, Liquidity Management, Credit Analysis, ACH, Payments, Cash Flow Forecasting, Banking, Cross Selling, Treasury Services, Capital Markets, Commercial Banking, Credit
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Finance
Cotter High School
University of Saint Thomas
Marketing
State of Minnesota August 2012 - Present
Golden Eagle Consulting, Inc 2006 - Present
State of Minnesota December 2012 - October 2013
Bremer Bank March 2011 - August 2012
State of Minnesota January 2010 - March 2011
GMAC February 2009 - July 2009
US Bank November 2008 - December 2008
Thrivent Financial January 2008 - September 2008
GMAC-Rescap October 2006 - December 2007
Wells Fargo January 2005 - October 2006
Skills
Program Management, Strategic Planning, Leadership, Business Intelligence, Risk Management, Business Analysis, Process Improvement, Strategic Financial..., SDLC, Vendor Management, Data Analysis, Financial Analysis, Analysis, Banking, Financial Modeling, Management, Project Management, Business Process, Requirements Analysis, Financial Reporting, Integration, Visio, Mergers & Acquisitions, Requirements Gathering, Software Documentation, Forecasting, Budgets, Project Planning, Training, Program Development, Data Warehousing, Sizing, Report Design, Report Development, Written & Oral..., Program Facilitation, RFP Generation, Business Planning, Solution Architecture, Finance, Agile Methodologies, Quality Assurance, Business Process..., Business Requirements, Consulting, Financial Services, Access, Enterprise Software, Business Strategy, Long-term Care
Education
Forest Lake High School
University of Minnesota - Carlson School of Management
Accounting
General Mills September 2014 - Present
Sterling Jewelers August 2010 - June 2014
Wells Fargo April 2008 - April 2009
Oakshots Ltd. January 2007 - December 2008
Courtyard by Marriott January 2005 - December 2008
Skills
Employee Relations, Performance Management, Microsoft Office, Coaching, Change Management, Talent Management, Organizational..., Microsoft Excel, Recruiting, Talent Acquisition, Leadership Development, Customer Service, Sales, Retail, Management, Marketing, Business Development, Strategy, Customer Satisfaction, Analysis, Cross-functional Team..., Inventory Management, Leadership
Education
International Gemological Laboratories & Institute 2009 — 2010
Certified Diamontologist
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor of Science, Business; International Business & Entrepreneurial ManagementSpanish Studies
Fundación José Ortega y Gasset 2007 — 2007
Spanish Language and Literature
American Mortgage & Equity Consultants, Inc. February 2015 - Present
Bell Mortgage, a Division of Bell State Bank & Trust November 2011 - February 2015
Wells Fargo June 2011 - October 2011
Sephorah MOA/ JCPenny September 2006 - May 2011
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Microsoft Word, Analysis, Financial Reporting, Teamwork, Economics, Customer Service, Budgets, Leadership, Retail, Research, Financial Modeling, Management, Loans
Education
University of Minnesota - Carlson School of Management through CCE 2015 — 2016
Bachelor's degree, Accounting
University of Minnesota-Twin Cities 2008 — 2011
Bachelor's degree, Economics, Completed
University of Minnesota - Carlson School of Management 2010 — 2011
Certificate, Marketing/Marketing Management, General
Wells Fargo September 2013 - Present
Wells Fargo 2007 - September 2013
FAF Advisors 2003 - 2007
Piper Jaffray 1999 - 2003
American Express Financial Advisors 1998 - 1999
Piper Jaffray 1993 - 1998
Minnesota Life 1986 - 1993
Honeywell 1985 - 1986
Education
University of Minnesota - Carlson School of Management
MBA, Marketing
University of Minnesota-Twin Cities
BA, Journalism
Wells Fargo June 2011 - Present
Wells Fargo January 2009 - May 2011
Wachovia Bank April 1998 - December 2008
First of America Services 1988 - 1998
Education
University of Michigan-Dearborn 1984 — 1988
BA, Economics - International Studies
University of Michigan-Dearborn 1984 — 1988
BA, Economics
Nike July 2013 - Present
T-Mobile USA July 2012 - July 2013
T-Mobile July 2009 - July 2009
Amazon.com May 2007 - March 2009
Wells Fargo October 2005 - May 2007
Wells Fargo April 2001 - October 2005
Skills
Program Management, Event Planning, Event Management, Communications Strategy, Project Management, Project Portfolio..., Technology..., Cross-functional Team..., Change Management, Strategic Communications, Integration, Strategy, Business Process, Leadership, Management, Business Analysis, CRM, Project Planning, Business Strategy, Product Management
Education
University of Minnesota - Carlson School of Management
MBA, International Business, Marketing
University of Pune
MCS, Master of Computer Science
University of Pune
BCS, Computer Science
University of Washington 2009 — 2010
Public Relations
German-American Institute
German Language
Wells Fargo December 2014 - Present
Networker September 2012 - Present
CCHD Advisory board August 2011 - September 2014
Bellacor.com October 2003 - August 2012
Caribou Coffee Company April 1999 - October 2003
Jostens March 1998 - February 1999
Target corporation January 1995 - March 1998
BF Goodrich Aerospace/Rosemount Aerospace/(Currently UTC Aerospace Systems) July 1986 - December 1994
Skills
Purchasing, Vendor Management, Sourcing, Leadership, Strategy, Contract Negotiation, Retail, Management, Supply Management, Public Speaking, Product Development, Strategic Planning, Process Improvement, E-commerce, Team Leadership, Negotiation, Inventory Management, Project Planning, Operations Management, Vendor Relationships, Project Management, Pricing, Competitive Analysis, Employee Management, Contract Management, Analysis
Education
University of St. Thomas
MBA, Management
University of Minnesota - Carlson School of Management
Bachelor of Science in Business, Mgmt and Economics
IBM June 2013 - Present
Wells Fargo December 2012 - June 2013
Wells Fargo Home Mortgage 2011 - January 2013
University of Minnesota May 2009 - May 2011
Gabriel Financial Group March 2005 - May 2009
Skills
Business Development, Marketing, Operations Management, Process Improvement, Account Management, Negotiation, Analysis, Sales, Project Management, Business Strategy, Cross-functional Team..., Marketing Strategy, Business Analysis, Strategy, CRM, Management, Customer Satisfaction, Retail, Customer Service, Time Management
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Executive MBA
University of Minnesota-Twin Cities
AIG February 2014 - Present
NBCUniversal, Inc. October 2013 - January 2014
AIG December 2011 - October 2013
Wells Fargo April 2010 - December 2011
Ford Motor Company March 1999 - March 2010
Accenture August 1998 - January 1999
Skills
IT Audit, Internal Audit, Risk Assessment, Internal Controls, Information Security, COBIT, CISA, Sarbanes-Oxley, Information Technology, Risk Management, Change Management, CIA, Metasploit
Education
Wayne State University 2002 — 2007
Master of Business Administration (MBA)
University of Michigan-Dearborn 1995 — 1998
Bachelor of Science (BS), Computer and Information Science
Outsell April 2013 - June 2014
Radian December 2010 - October 2012
Sun Country Airlines September 2008 - March 2010
Rust Consulting July 2008 - September 2008
Wells Fargo March 2008 - July 2008
Skills
Budgets, Financial Analysis, Pricing Strategy, Databases, Analytics, Financial Modeling, Finance, Reports, Pricing, Business Analysis, Strategic Financial..., Income Statement, Strategic Planning, Competitive Analysis, Process Improvement, Financial Reporting, Accounting, Due Diligence, Sarbanes-Oxley Act, Negotiation, Business Planning, Business Strategy, Analysis, Strategy, Data Analysis, Team Building, Vendor Management, Start-ups, Management, Market Analysis, Microsoft Excel, P&L Management, Enterprise Risk..., Operations Management, Forecasting, Management Consulting, Corporate Finance, Market Research, New Business Development, Team Leadership, Mergers & Acquisitions, Account Management, Contract Negotiation, Access, Leadership, Cross-functional Team..., Retail, Inventory Management, Project Planning, Project Management
Education
University of Minnesota - Carlson School of Management 2005 — 2007
B.S.B., Finance
Concord March 2013 - Present
space150 March 2012 - March 2013
Target May 2011 - March 2012
Wells Fargo August 2005 - June 2011
G-Force Fulfillment Services November 2004 - August 2005
Hoopeston Foods November 2002 - November 2004
Skills
Process Improvement, Project Management, Cross-functional Team..., Business Process..., Product Management, Gap Analysis, Business Requirements, Integration, Quality Assurance, Analysis, Requirements Gathering, Agile Methodologies, Software Documentation, Leadership, Business Analysis, Management
Education
University of Minnesota - Carlson School of Management 2007 — 2011
MBA
University of Minnesota-Twin Cities 1997 — 2001
BS, Mechanical Engineering
International Paper November 2014 - Present
Whaley Children's Center January 2014 - May 2014
Uptown Developments November 2013 - February 2014
Wells Fargo August 2012 - January 2013
Wells Fargo November 2011 - August 2012
Wells Fargo June 2011 - November 2011
Skills
Social Networking, Facebook, Microsoft Word, Microsoft Excel, PowerPoint, APA, Twitter, Adobe Acrobat, Outlook, Prezi, Corporate Communications, Public Relations, Leadership, Pinterest, Organizational..., Public Speaking
Education
University of Michigan-Flint
Bachelor's Degree, Organizational and Interpersonal Communication, General
U.S. Bank 2014 - Present
The Bridge For Youth 2013 - Present
Wells Fargo 2010 - 2014
Wells Fargo Bank 1997 - 2010
Norwest Bank, N.A. 1994 - 1997
Norwest Bank, N.A. 1991 - 1993
Accenture 1990 - 1991
IBM 1988 - 1990
IBM World Trade Asia, Corporation 1988 - 1988
Skills
Risk Management, Securitization, Corporate Trust, Leadership, Management, Relationship Management, Portfolio Management, Strategic Planning, Municipal Bonds, MBS, CRM, mortgage ser, Cross-functional Team..., Workout, Litigation Management, Issue Management, Creative Problem Solving, Collaborative Problem..., Operational Risk..., Fixed Income Portfolio..., Consulting, Housing Finance, Asset Backed Financing, Turnaround Strategy, Compliance, Presentations, Public Speaking, Education, Elementary Education, Non-profit..., Non-profit Leadership, Community Engagement, Community Support, Community Outreach, Project Management, Situational Leadership, New Business Development, Business Strategy, Culture Change, Change Management, Capital Markets, P&L Management, Banking, Financial Services
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (BS), Business Administration (BA) - Finance
University of Minnesota-Twin Cities
Master of Education (MEd), Education
Lourdes High School
Wells Fargo January 2013 - Present
Wells Fargo September 2007 - January 2013
Ernst & Young June 2004 - September 2007
Skills
Project Management, Risk Management, Risk Assessment, Operational Risk..., Emerging Trends, Process Improvement, Business Process Design, Change Management, Auditing, Internal Audit, Internal Controls, System Design, System Testing, System Deployment, Banking, Financial Services, Wholesale Banking, Communication, Written & Oral..., Collaboration, Cross-functional Team..., Procedure Development, Procedure Design, Resource Management, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Risk, Management, Sarbanes-Oxley
Education
University of Minnesota - Carlson School of Management 2002 — 2005
Bachelor of Science in Business with Summa Cum Laude Honors, Accounting
UnitedHealth Group January 2014 - Present
Resources Global Professionals June 2012 - December 2013
Financial Services Healthcare Industry Non-Profit December 2011 - June 2012
Ecommerce Connexions 2011 - 2011
Wells Fargo November 2006 - October 2010
Wells Fargo 1994 - 2006
Wells Fargo 1987 - 1994
Skills
Build Infrastructure, Streamline Processes, Team Leadership, Virtual Teams, Staff Development, Complex Transactions, Strategic Partnerships, Business Strategy, Cross-functional Team..., Client Relationship..., Client Services, Service Excellence, Business Process..., Accounting, Infrastructure Planning, Leadership Development, Change Management, Process Management, Program Management, Compliance, Executive Management, Investments, Process Improvement, Strategic Planning, Mergers, Analysis, Business Process, Management, Mergers
Education
University of Saint Thomas - School of Business 1988 — 1993
MBA, Business Management
University of Minnesota - Carlson School of Management
BA, Business Marketing and Management
Wells Fargo October 2008 - Present
Wellbeing Collaborative, Ltd. 2005 - Present
MCTC November 2007 - May 2008
McCann Dysthe, LLC 1999 - 2001
Education
University of St. Thomas
MSW, Clinical Social Work
University of Minnesota - Carlson School of Management
MBA, Management Information Systems
UnitedHealth Group 1997 - Present
Paul C Happe Solutions, LLC 2013 - 2014
UnitedHealth Group 2008 - 2013
UnitedHealthcare 1999 - 2008
UnitedHealthcare 1997 - 1999
Blue Cross and Blue Shield of Minnesota 1996 - 1997
Wells Fargo 1992 - 1996
Skills
Financial Analysis, Business Planning, Sales Management, Strategic Planning, Mail Order Pharmacy, Marketing Management, Operations Management, P&L Responsibility, Financial Reporting, Change Management, Cross-functional Team..., Process Improvement, Customer Service, Leadership, Medicare, Forecasting, Program Management, Budgets, Analysis, Management, Business Development, CRM
Education
University of Minnesota - Carlson School of Management 1990 — 1991
MBA, Finance, General
University of Notre Dame 1985 — 1989
BBA, Business Administration and Management, General
University of Notre Dame - Mendoza College of Business 1985 — 1989
BBA, Business Administration and Management, General
UnitedHealth Group October 2014 - Present
KPMG October 2013 - October 2014
KPMG US January 2012 - September 2013
KPMG June 2011 - August 2011
Wells Fargo May 2010 - August 2010
Skills
Valuation, Finance, Economics, Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel, Analysis
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Bachelor of Science (B.S.), Finance
University of Minnesota - College of Liberal Arts 2007 — 2011
Bachelor of Arts (B.A.), Economics
Bank of America 2014 - Present
Portage Associates, LLC 2012 - 2014
Wells Fargo 1999 - 2012
US Bank 1990 - 1999
U.S. Bank 1983 - 1989
Education
University of Minnesota - Carlson School of Management
Business, Accounting, Finance
Wells Fargo April 2014 - Present
Wells Fargo Bank June 2011 - April 2014
Wells Fargo October 2006 - June 2011
Skills
Corporate Finance, Banking, Investments, Equities, Treasury Management, Financial Forecasting, Portfolio Performance..., Credit Risk, Corporate Governance, Limited Partnerships, Financial Analysis, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA, Finance
University of Minnesota-Morris 2000 — 2004
Bachelor of Arts (BA), Economics and History
University of Minnesota-Morris
Wells Fargo 2011 - Present
Iowa Commercial Real Estate Association (ICREA) 2015 - Present
Iowa Society of CPAs 2014 - Present
Stearns Bank 2009 - 2010
GE Capital 2004 - 2008
Skills
Small Business Lending, Real Estate Financing, Business Acquisition, Asset Based Lending, Commercial Lending, Business Acquisition..., Agricultural Lending, SBA, Financial Analysis
Education
University of Minnesota - Carlson School of Management
MBA
University of Northern Iowa
BA
Target March 2014 - Present
Target February 2012 - March 2014
Target March 2011 - February 2012
Wells Fargo December 2009 - March 2011
U.S. Bank June 2007 - June 2009
Ameriprise Financial Services, Inc. June 2005 - June 2007
Skills
Business Analysis, Data Analysis, Access, Process Improvement, Forecasting, Analytics, Analysis, Microsoft Excel, Visio, Business Intelligence, PowerPoint, SharePoint, VBA, SAS, Inventory Management, Teamwork, Microsoft Office, Cross-functional Team..., Training, Time Management, Project Management, Team Leadership, Management, Business Process..., SQL, Teradata, DB2, Business Process, Data Mining, Data Modeling, Big Data, Databases, Predictive Analytics, Statistical Modeling, Visual Basic, Retail
Education
University of Minnesota - Carlson School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
University of St. Thomas 2002 — 2007
Bachelor of Arts (B.A.), Finance, General
University of St. Thomas 2002 — 2007
Bachelor of Arts (B.A.), Entrepreneurship/Entrepreneurial Studies
Honeywell June 2014 - Present
Honeywell February 2013 - May 2014
Curtis L. Carlson School of Management January 2012 - December 2012
Honeywell November 2011 - September 2012
Wells Fargo June 2011 - November 2011
Red Devil Equipment Co. June 2011 - October 2011
Curtis L. Carlson School of Management May 2011 - October 2011
Skills
Data Analysis, Leadership, Teamwork, Microsoft Excel, Accounting, Microsoft Office, Customer Service, Financial Analysis, Access, PowerPoint, Research, SAP, Interviews, Process Improvement, Analysis, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor of Science (BS), Finance
La Fundación José Ortega y Gasset 2010 — 2010
Spanish Studies
U.S. Bank 2007 - Present
Wells Fargo 2002 - 2007
U.S. Bank 1982 - 2002
Skills
Relationship Management, Account Management, Investments, Business Development, Sales, Trust Operations, Team Building, Customer Service, Training, Treasury Services, Banking, Relationship Transition..., Mutual Funds, Securities Lending, Benefit Payments, Global Custody, Master Trust Accounting, Performance Reporting, Treasury Management, New Business Development, Portfolio Management, Wealth Management, Cross Selling, Asset Management, Financial Services, Risk Management, Cash Management, Financial Analysis, Securities
Education
University of Minnesota - Carlson School of Management 1978 — 1982
BS, Business
Wells Fargo June 2015 - Present
Yellow Rose Capital Management October 2014 - Present
CSL International November 2013 - April 2015
University of Minnesota June 2013 - November 2013
University of Minnesota May 2013 - June 2013
Luxury For Less May 2011 - January 2012
Angelo's Soccer Corner June 2011 - November 2011
Skills
Sales, Market Research, Leadership, Selling, Microsoft Excel, Feasibility Studies, Consulting, Demand Forecasting, Customer Service, Treasury Management, Investment Management, Finance, Management, Event Planning, Time Management, Brand Management, Microsoft Office, PowerPoint, Social Networking, Social Media
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science in Business, Finance and Marketing, Class of 2016
Harriton High School 2010 — 2012
International Baccalaureate Diploma
Phillips Exeter Academy 2008 — 2010
WCRA of Minnesota March 2015 - Present
Bridge Realty January 2008 - Present
TCF Bank July 2011 - March 2015
Allianz Life June 2010 - July 2011
Ameriprise November 2005 - June 2010
Globe University 2009 - 2010
Wells Fargo 1997 - 2005
TCF Financial Corporation July 1995 - January 1997
Skills
Financial Reporting, Planning, Financial Modeling, Accounting, Investments, University Teaching, Real Estate, Financial Analysis, Project Planning, Strategic Financial..., Auditing, Due Diligence, Internal Controls, Management, Microsoft Excel, Forecasting, Variance Analysis, Budgets, Leadership, GAAP, Analysis, Accounts Payable, Banking, Financial Statements, Valuation, Sarbanes-Oxley Act, Finance, SEC filings, Managerial Finance, IFRS, General Ledger, Account Reconciliation, Financial Accounting, Hyperion Enterprise, Securities, Tax, US GAAP, Essbase, Financial Services, CPA, Derivatives, PeopleSoft, Sarbanes-Oxley, Process Improvement, Marathon, Marketing
Education
University of Minnesota - Carlson School of Management 1995 — 1999
MBA, Finance, Marketing, IT
University of St. Thomas 1986 — 1989
BA, Business Administration - Accounting
Cennex Harvest States June 2014 - Present
Bluestem Brands June 2011 - June 2014
Logisolve 2014 - 2014
Cenncex Harvest States 2014 - 2014
Cennex Harvest States 2014 - 2014
SafeNet 2012 - 2013
Wells Fargo February 2011 - May 2011
Marketing Architects 2008 - 2010
Ingenix 2007 - 2008
RBC Dain 2006 - 2007
Skills
Analytics, SSIS, Project Management, Requirements Gathering, Agile Methodologies, Business Intelligence, T-SQL, Business Analysis, SSRS, Active Batch, Autosys, Datastage
Education
University of Minnesota - Carlson School of Management 1987 — 1990
MBA, Marketing
University of Minnesota-Twin Cities 1978 — 1983
BS Institute of Technology, Computer Science
U.S. Bank Treasury July 2014 - Present
TCF Bank February 2012 - July 2014
Nuveen Investments / US Bank First American Funds April 2008 - February 2012
US Bank First American Funds April 2008 - February 2012
Wells Fargo July 1994 - April 2008
Skills
Charles River, Portia, Asset Managment, Portfolio Management, Trading, Mutual Funds, Equities, Business Analysis, Bloomberg, Asset Allocation, Performance Measurement, Lipper, Morningstar Direct, Quantitative Analytics, IT Strategy, Software Project..., Fixed Income, Pensions, Dashboards, ITIL, SWIFT messaging, Investments, Wealth Management, Barra Aegis, Microsoft SQL Server, IT Operations
Education
CFA Institute 1999 — 2002
CFA Designation, Accounting, Correlation Metrics & Portfolio Management
University of Minnesota - Carlson School of Management 1987 — 1991
Bachelor of Science, Finance & Statistics
Tornier, Inc. March 2015 - Present
Cummins Power Generation August 2014 - January 2015
Wells Fargo January 2013 - November 2013
AFRIQUE GOUVERNANCE PUBLIQUE April 2010 - July 2011
GERMAN AGENCY FOR INTERNATIONAL COOPERATION January 2010 - April 2010
CERCLE DE VIE POUR LE DEVELOPPEMENT ET LE LE PROGRES January 2008 - January 2010
Skills
Leadership, Data Analysis, Training, Research, Cross-functional Team..., Team-oriented, Strategy, Management, Microsoft Office, Analysis, Outlook, Critical Thinking, Finance, Risk Management, Financial Analysis, Strategic Planning, PowerPoint, Office 2010, Volunteer consulting, Mortgage Servicing, Project Management, MBA, CMA
Education
Carlson School of Management 2012 — 2014
Master of Business Administration, Management and finance
UNIVERSITY OF ABOMEY-CALAVI 2008 — 2011
Master, Public Administration
UNIVERSITY OF ABOMEY-CALAVI 2004 — 2008
Bachelor, Public Administration
Sainte felicite 2003 — 2004
High School Diploma
The North Highland Company April 2011 - Present
State of Minnesota October 2013 - Present
State of Minnesota February 2013 - October 2013
Walt Disney World August 2012 - January 2013
Wells Fargo August 2012 - December 2012
Florida Department of State May 2011 - August 2012
Wells Fargo August 2011 - July 2012
City of Hudson Wisconsin April 2006 - April 2012
State of Minnesota April 2010 - April 2011
Synergistic Results September 2006 - April 2011
Skills
Program Management, Project Management, Business Analysis, Strategy, Management, Software Development, Leadership, Process Improvement, Project Planning, Business Process..., Analysis, Business Intelligence, Enterprise Architecture, SDLC, Visio, Vendor Management, Risk Management, Software Project..., Testing, IT Strategy, Budgets, Project Portfolio..., Negotiation, PMP, Integration, Process Engineering, Business Process, Document Management, Agile Methodologies, IT Management, Product Development, PMO, Requirements Analysis, Government Experience, Budget, SharePoint
Education
University of Minnesota - Carlson School of Management 1990 — 1992
Masters of Science, Management of Technology (Technology MBA)
University of Wisconsin-River Falls 1985 — 1987
Bachelors of Science, Computer Science
Wells Fargo October 2013 - Present
Wells Fargo - Trust Operations July 2011 - December 2012
Wells Fargo - Trust Operations March 2010 - July 2011
Wells Fargo Investments, LLC November 2008 - March 2010
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor of Science in Business, Finance
Experian Marketing Services September 2009 - Present
Aquila Marketing March 2007 - September 2009
MoneyGram International 2003 - 2007
Metris Companies 2001 - 2003
Wells Fargo 1999 - 2001
HSBC Finance (Conseco) 1996 - 1999
First Bank System (US Bank) 1992 - 1996
Skills
Direct Marketing, Database Marketing, Segmentation, Credit Cards, Portfolio Management, Analytics, CRM, Cross-functional Team..., Customer Acquisition, Financial Services, Integrated Marketing, Marketing, Marketing Strategy, Multi-channel Marketing, Product Management, Product Marketing, Strategic Partnerships, Strategic Planning, Strategy, Digital Marketing, Management, Leadership, Business Development, Email Marketing
Education
University of Minnesota - Carlson School of Management 1992 — 1996
MBA, Business, Marketing
University of Minnesota-Twin Cities 1986 — 1988
BA, Psychology
Lincoln Heritage July 2015 - Present
American Senior Benefits May 2015 - July 2015
Ameriprise Financial Services, Inc. March 2014 - March 2015
Ameriprise Financial Services, Inc. April 2011 - April 2014
CALM Clinic October 2009 - April 2014
New Windows for America MN March 2010 - January 2013
Wells Fargo November 2010 - April 2011
Payroll Post May 2009 - March 2010
Piper Jaffray/UBS/Feltl 2004 - 2009
Dougherty Financial September 2001 - September 2004
Education
University of Minnesota - Carlson School of Management
Bachelor of Science, Accounting
KW Commercial May 2015 - Present
South Metro Credit Union April 2015 - Present
Lake Community Bank July 2013 - July 2014
Wells Fargo February 2013 - July 2013
KleinBank April 2010 - September 2012
Anchor Bank June 2008 - February 2010
Anchor Bank (Eden Prairie Branch) June 2006 - June 2008
Skills
Credit Analysis, Portfolio Management, Commercial Lending, Business Development, Relationship Management, Underwriting, Finance, SBA, Strategic Financial..., Financial Analysis, New Business Development, Negotiation, CRM, Prospect Research, Financial Planning, Strategic Planning, Management
Education
St. Thomas Fundraising Program 2014 — 2015
St. Thomas Nonprofit Management Program 2014 — 2015
University of Minnesota - Carlson School of Management
MBA, Finance
ExxonMobil 2015 - Present
ExxonMobil June 2014 - August 2014
Wells Fargo February 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Arts in Human Resources and Industrial Relations Candidate, Human Resources, Labor Relations
Catholic University of Central Africa 2002 — 2007
Masters in Human Rights and Humanitarian Action, Human Rights
Wells Fargo June 2015 - Present
Target March 2012 - March 2015
UnitedHealth Group October 2010 - March 2012
Carlson Brand Enterprise March 2009 - May 2010
Progressive Insurance June 2007 - August 2008
Progressive Insurance July 2005 - June 2007
Skills
Analytics, Data Analysis, Strategy, Project Management, Leadership, Cross-functional Team..., Competitive Analysis, Process Improvement, SAS, Relational Databases, Marketing, Forecasting, Business Analysis, Financial Analysis, Pricing, Access, Financial Modeling, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2008 — 2010
MBA, Marketing
University of Notre Dame 2001 — 2005
BBA, Finance
SuccessFactors, an SAP company June 2014 - Present
PricewaterhouseCoopers April 2011 - June 2014
Wells Fargo January 2011 - March 2011
Wells Fargo May 2010 - August 2010
Children's Safety Centers April 2007 - April 2010
Ford Motor Credit Company June 2006 - February 2007
Skills
Human Resources, Talent Development, Compensation, HR Policies, Onboarding, Employee Relations, Performance Management, Training & Development, Leadership Development, Coaching, Excel, PeopleSoft, Deployment, Reporting & Analysis, Captivate, Database Management, Cross-functional Team..., Data Analysis, SumTotal, PowerPoint, Organizational...
Education
University of Minnesota - Carlson School of Management 2009 — 2011
M.A., Human Resources and Industrial Relations
William & Mary 2002 — 2006
B.A., Public Policy
Wells Fargo April 2014 - Present
Inside Edge February 2014 - September 2014
Ameriprise Financial Services, Inc. January 2014 - April 2014
The Capital Advisory Group August 2013 - December 2013
Ameriprise Financial Services, Inc. May 2011 - August 2011
Education
University of Minnesota - Carlson School of Management 2010 — 2013
Bachelor of Science (B.S.), Finance, General
Wells Fargo August 2014 - January 2015
Clear Channel Radio January 2014 - May 2014
Office of Information Technology - University of Minnesota September 2013 - May 2014
Gopher Sports Marketing August 2013 - May 2014
University of Minnesota August 2011 - May 2014
Clear Channel - KDWB August 2012 - May 2013
VB/Research May 2012 - June 2012
Australian Battered Potatoes September 2008 - September 2011
Subway January 2011 - May 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Social Media, Market Research, Event Planning, Research, Public Speaking, Promotions, Microsoft Word, Troubleshooting, Brand Ambassadors, Live Events, Training, Leadership, Teamwork, Social Networking, Brand Awareness, Social Media Marketing, Time Management, Facebook, Data Analysis, Fundraising, Marketing
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor's Degree, Marketing & Management Information Systems
U.S. Bank March 2013 - Present
U.S. Bank September 2010 - March 2013
Wells Fargo June 2006 - July 2010
Beers + Cutler June 2005 - June 2006
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Proposal Writing, Project Management, Liquidity Management, Team Management, Risk Management
Education
University of Minnesota - Carlson School of Management 2011 — 2012
Master of Business Administration (M.B.A.), Finance, General
University of Virginia 2002 — 2005
Bachelor's degree, Accounting
U.S. Bank September 2014 - Present
Wells Fargo March 2009 - September 2014
Wells Fargo January 2000 - February 2009
Wells Fargo January 1997 - January 2000
Wells Fargo January 1995 - January 1997
Wells Fargo September 1992 - January 1995
Wells Fargo January 1990 - September 1992
Lazard Middle Market - nee Goldmsith, Agio Helms Company March 1987 - December 1989
Skills
Leadership, Mergers & Acquisitions, Management, Financial Analysis, Program Management, Competitive Analysis, Analysis, Strategic Planning, Financial Services, New Business Development, Marketing, Budgets, Operational Risk..., Compliance, USA PATRIOT Act, Persuasive Presentation..., Persuasive Writing, Loans, Risk Management, Banking, Valuation, Portfolio Management, Capital Markets, Mergers, Credit, Fixed Income, Investments, Team Leadership, Relationship Management, Product Development, Asset Managment, Equities, Derivatives, Financial Modeling, Operational Risk, Finance
Education
University of Minnesota - Carlson School of Management 1985 — 1988
MBA
University of Minnesota-Twin Cities 1983 — 1984
Special Certificate
University of Minnesota-Twin Cities 1979 — 1984
BS
Buffalo Wild Wings January 2013 - Present
Buffalo Wild Wings February 2011 - December 2012
Microgrants 2009 - November 2012
Bright Idea! Software Corp January 1995 - January 2011
Tapemark Company 2003 - 2008
National American University September 1999 - May 2004
CIT and JCI August 1999 - April 2003
Federal Reserve Bank June 1997 - August 1999
Wells Fargo May 1996 - June 1997
Minnesota Mutual Life June 1990 - May 1996
Skills
SharePoint Designer, ControlPoint, Systems Analysis, Training, Mentoring, Access, Kaizen, Lean, 5S, Standard Work, SQL Server, Crystal Reports, Report Building, Relational Databases, Query Tools, Sharepoint 2010, MOSS 2007, SPS 2003, WSS 3.0, MySQL, Web Forms, SharePoint, Microsoft SQL Server, InfoPath, Microsoft Office..., Business Analysis, Quality Assurance, Visio, Project Planning, Leadership, Management, SDLC, Business Intelligence, SSRS, Lean Manufacturing, SSIS, Requirements Gathering, IIS, SharePoint Server
Education
University of Minnesota - Carlson School of Management
MBA, Management Information Systems
University of Wisconsin-Eau Claire
BBA, Management Information Systems
Albert Lea Senior High School
Diploma, college prep
Insight Brewing Company June 2012 - Present
3M June 2010 - June 2012
Hasbro June 2008 - June 2010
ConAgra Foods April 2007 - May 2008
Wells Fargo June 2002 - April 2007
Arthur Andersen January 2001 - May 2002
Skills
FMCG, Marketing, Analytics, Profit, Income Statement, Advertising, Innovation, Product Innovation, Cross-functional Team..., Mentoring, Portfolio Management, Promotions, Pricing, Strategic Analysis, Strategic Planning, Marketing Strategy, Business Strategy, Strategy Development, Strategic Partnerships, Licensing, Merchandising, Consumer Insights, Consumer Products, Profit & Loss Management, Global Marketing, Global Strategy, Launch Of New Products, New Product Ideation, MBA, Brand Management, Brand Developement, Brand Architecture, Brand Equity, Brand Implementation, Customer Insight, Strategy, Brand Licensing, Analysis, Product Development, Competitive Analysis, Product Marketing, Management, Leadership, P&L Management, Forecasting, Brand Development, Product Management, Segmentation, Marketing Management, Entrepreneurship
Education
University of Minnesota - Carlson School of Management
MBA, Marketing and Strategy
University of Saint Thomas
BA, Business Administration
Galliard Capital Management 2008 - Present
Lake Country Montesorri 2014 - Present
Alliance Financial Services 2006 - 2008
PwC 2001 - 2006
Wells Fargo 1999 - 2001
U.S. Bank 1998 - 1999
U.S. Bank 1996 - 1998
Skills
Asset Management, Investments, Risk Management, Valuation, Accounting, Asset Managment, Fixed Income, Financial Services, Internal Audit, Management, Financial Reporting, Alternative Investments
Education
University of Minnesota - Carlson School of Management
Bachelor's degree
Deloitte & Touche September 2010 - Present
VZ Wireless Inc December 2009 - August 2011
LarsonAllen, LLP January 2009 - April 2009
Wells Fargo May 2008 - September 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, SEC filings, Business Process..., Financial Modeling, Financial Reporting, Strategic Thinking, Creative Direction, Enterprise Risk..., Strategic Risk..., Compliance Risk..., Directing, Experienced Traveler, Finance
Education
University of Minnesota - Carlson School of Management 2008 — 2010
Bachelor of Science, Business; Accounting
WindRider International LLC June 2010 - Present
Neighborhood Development Center April 2012 - June 2014
Ignitus November 2006 - April 2011
Marcom Direct January 1999 - March 2006
Wells Fargo 1989 - 1996
US Bank 1979 - 1987
Skills
Marketing, Fundraising, Non-profits, Entrepreneurship, Social Media, Philanthropy, Board Development, Social Media Marketing, Strategic Planning, New Business Development, Public Relations, Team Leadership, Leadership, Nonprofits, Strategy, Marketing Strategy, Team Building, Community Development, Budgets, Management, Public Speaking, Leadership Development, Event Planning, Volunteer Management, Program Development, Community Outreach, Proposal Writing, Event Management, Grant Writing, Organizational..., Business Development, Grants, Training, Stewardship, Sales, Small Business, Program Management, Direct Marketing
Education
University of Minnesota - Carlson School of Management
Business, Finance
Carlson Wagonlit Travel April 2015 - Present
Carlson Wagonlit Travel January 2013 - April 2015
Carlson Wagonlit Travel September 2011 - January 2013
Wells Fargo September 2010 - August 2011
Syngenta Seeds February 2010 - September 2010
Dominium Management Services January 2009 - March 2010
Vision-Ease Lens June 2005 - July 2008
Sister Rosalind Gefre Schools and Clinics of Massage February 2004 - May 2005
Skills
Market Research, Data Analysis, Forecasting, Marketing Strategy, Process Improvement, Access, Analysis, Marketing, Online Advertising, Advertising, Strategy, Budgets, Business Strategy, Management, Problem Solving
Education
University of Saint Thomas - School of Business 2008 — 2011
MBA, Business Analytics
University of Minnesota - Carlson School of Management 2000 — 2004
BSB, Marketing and Communication Studies
UnitedHealth Group January 2010 - Present
Wells Fargo September 2007 - January 2010
RMG_Connect January 2006 - August 2007
Paisley Consulting June 2005 - January 2006
Thomson West February 2004 - May 2005
Independent Contractor September 2000 - January 2004
Skills
Waterfall, Enterprise Architecture, SDLC, Agile Methodologies, Spring, Groovy, Scala
Education
University of Minnesota - Carlson School of Management 2007 — 2011
MBA, Consulting, MIS
University of Minnesota - Carlson School of Management 1999 — 2003
BSB, Finance, MIS, SCM
Wells Fargo April 2014 - Present
Wells Fargo October 2013 - April 2014
US Bank March 2009 - September 2013
USBank July 2008 - March 2009
US Bank August 2005 - June 2008
Telluride Asset Management January 2002 - August 2005
Bridgecom.com September 2000 - December 2001
Goodrich Aerospace - Advanced Sensors Technical Center September 1998 - June 2000
Pratt & Whitney - Central Engineering Company October 1997 - September 1998
University of Rhode Island September 1992 - October 1997
Skills
Market Risk, Operational Risk, Risk Management, Risk, Enterprise Risk..., Financial Modeling, Strategic Planning, Credit Risk, Banking, Financial Analysis, Analytics, Team Building, Data Analysis, Corporate Finance, Business Strategy, Program Management, Derivatives, Risk Assessment, Statistics, Change Management, Financial Management, Process Improvement, Valuation, Problem Solving, Team Leadership, Budgeting, Risk Mitigation, Financial Risk, Coaching, Matlab, Statistical Modeling, Monte Carlo Simulation, C++, Artificial Intelligence, Artificial Neural..., Wavelets, Aerospace, Software Engineering, Robotics, Spectral Analysis, Mentoring, Project Management, Java, Strategic Leadership, Technical Leadership, Risk Models, Managerial Finance
Education
University of Minnesota - Carlson School of Management 1999 — 2003
MBA, Finance
University of Rhode Island - Graduate School of Oceanography 1992 — 1997
PhD, Ocean Physics
University of Minnesota-Twin Cities 1987 — 1991
BS, Physics
Prior Lake High School 1982 — 1986
High School Diploma
Accenture March 2008 - Present
City of Minneapolis December 2007 - March 2008
Wells Fargo July 2007 - December 2007
Travelers May 2006 - August 2006
Target May 2005 - August 2005
Skills
Financial Modeling, Management Consulting, Business Analysis, Financial Analysis, Business Process..., SaaS, Cloud Computing, Salesforce.com Certified, Strategy, Business Intelligence, Business Process, Program Management
Education
University of Minnesota - Carlson School of Management 2003 — 2007
University of Minnesota-Twin Cities 2003 — 2007
Finance, Economics
Wells Fargo July 2015 - Present
Wells Fargo 2013 - July 2015
Wells Fargo April 2007 - 2012
Wells Fargo October 2005 - April 2007
Wells Fargo January 2005 - October 2005
Wells Fargo May 2004 - January 2005
Wells Fargo October 2000 - May 2004
Wells Fargo July 1998 - October 2000
Skills
Information Technology, Information Technology..., Product Management, Project Management, Vendor Management..., Business Strategy, Systems Development..., Talent Management, Mentoring, Change Management, Strategic Planning, Project Planning, Organizational..., Process Improvement, Creative Solutions, Innovativeness, Cross-functional Team..., Leadership, Collaborative Problem..., Consultative Style, Highly effective, Order From Chaos, SDLC, IT Strategy, Risk Management
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo April 2012 - March 2013
Wachovia, A Wells Fargo Company July 2010 - November 2010
Bank of America 2009 - 2010
Wachovia 2007 - 2009
Skills
SQL, SDLC, Unix, SOAP, SoapUI, Microsoft SQL Server, C, see last page of resume..., T-SQL
Education
University of Michigan-Dearborn 1980 — 1985
Bachelor's degree, Computer Science
Anchor Bank, N.A. May 2014 - Present
Wells Fargo December 2004 - April 2014
Centro del Muchacho Trabajador 1998 - 1999
Skills
Marketing Strategy, Advertising, Event Planning, Market Research, Team Building, Market Planning, Cross-functional Team..., Marketing Communications, Creative Problem Solving, Email Marketing, Direct Marketing, Marketing Management, Product Marketing, Marketing Research
Education
University of Minnesota - Carlson School of Management 2007 — 2011
MBA, Marketing
University of Minnesota-Twin Cities 2007 — 2011
MBA, Marketing
College of Saint Benedict 1994 — 1998
BA, Communication, Spanish
Protiviti September 2008 - Present
Wells Fargo September 2007 - August 2008
Accredited Home Lenders May 2006 - August 2007
Skills
Risk Management, Risk Analysis, Operational Risk, Internal Controls, Financial Control, Process Control, Process Improvement, Process Documentation, Regulatory Risk, Gap Analysis, Project Execution, Project Management, Internal Audit, Credit Risk
Education
University of Minnesota - Carlson School of Management
BS, Finance and Economics
Optum April 2015 - Present
OptumInsight January 2014 - Present
UnitedHealth Group June 2009 - January 2014
Express Scripts September 2008 - March 2009
United Health Group January 2008 - April 2008
RBC Dain Rauscher July 2006 - December 2007
Lawson Software July 2005 - June 2006
MDC Holdings January 2005 - June 2005
Wells Fargo July 2003 - December 2004
Honeywell January 2002 - June 2003
Skills
SDLC, Process Improvement, Project Management, Business Analysis, Program Management, Consulting, Requirements Analysis, Visio, Business Intelligence, Vendor Management, SharePoint, Requirements Gathering, Business Process..., Cross-functional Team..., Change Management, Management, Business Process, Integration, Leadership, Strategy, IT Strategy, Strategic Planning, Software Project..., Enterprise Architecture
Education
University of Minnesota - Carlson School of Management
Colorado Springs Orthopaedic Group April 2011 - Present
Kyle Nelson Healthcare Consulting August 2009 - Present
Dermatology Specialists 2006 - September 2009
Hammes Company 2005 - 2006
Merrill Lynch 2003 - 2005
Wells Fargo 1998 - 2003
Skills
Healthcare, Strategic Planning, Finance, Contract Negotiation, Marketing, Leadership, Strategy, Healthcare Consulting, Recruiting, Management, Process Improvement, Insurance, Team Building, Management Consulting, Business Development, Healthcare Management, Start-ups
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Finance and Marketing
University of Minnesota-Twin Cities 1993 — 1998
BS, Biology
White Bear Lake High School
Wells Fargo October 2013 - Present
U.S. Bank October 2009 - October 2013
MN American Marketing Association April 2009 - November 2009
Tolomatic February 2008 - October 2009
Twin Cities Habitat for Humanity January 2004 - May 2009
University of Minnesota July 2006 - June 2007
University of Minnesota November 2003 - June 2006
Twin Cities Public Television June 2002 - October 2003
Productive Corporation June 1999 - June 2001
Skills
Strategic Planning, Marketing Research, Benchmarking, Industry Analysis, Marketing Strategy, Financial Analysis, Business Strategy, Competitive Analysis, Cross-functional Team..., Direct Marketing, Email Marketing, Leadership, Marketing, Marketing Communications, Marketing Management, Product Development, Strategy
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Marketing, Finance
University of Minnesota - Carlson School of Management 1996 — 1999
BS, Marketing
Bank of the West September 2013 - Present
Bank of the West January 2010 - September 2013
Bank of the West May 2008 - January 2010
Wells Fargo 2004 - April 2008
Wells Fargo January 2002 - August 2004
Wells Fargo November 1998 - December 2001
Wells Fargo April 1997 - November 1998
Arjay Telecom January 1996 - April 1997
Ernst & Young November 1993 - July 1995
Skills
Talent Management, Talent Acquisition, Leadership, Management, Human Resources, Deferred Compensation, Recruiting, Banking, Finance, Executive Management, HRIS, Hiring, Vendor Management, Process Improvement, Leadership Development, Mergers & Acquisitions, Training, Enterprise Software, Strategy, Talent Development, Risk Management, Compensation, Diversity & Inclusion, Presentations
Education
University of Minnesota - Carlson School of Management 1998 — 2001
MBA
University of Toronto 1986 — 1990
B. Comm, Commerce and Finance
Federal Reserve Bank of Atlanta May 2015 - Present
Wells Fargo January 2015 - April 2015
Wells Fargo March 2014 - January 2015
Federal Reserve Bank of Minneapolis September 2012 - March 2014
Federal Reserve Bank of Minneapolis July 2011 - September 2012
Federal Reserve Bank of Minneapolis April 2010 - August 2011
Federal Reserve Bank of Minneapolis June 2008 - April 2010
Federal Reserve Bank of Minneapolis November 2004 - June 2008
Skills
Enterprise Risk..., Information Security, Process Improvement, Business Analysis, Data Analysis, Risk Management, Compliance, FISMA, Contingency Planning, Records Management, Project Coordination, Business Requirements, Strategic Planning, Banking, Financial Risk, Management, Change Management, Analysis, Leadership, Finance
Education
University of Minnesota - Carlson School of Management 2008 — 2012
MBA, Strategic Management
Valparaiso University 2000 — 2004
Bachelor of Arts (BA), Economics, French
Homeside Financial July 2015 - Present
Senior Life Insurance Company August 2014 - July 2015
Traditional Mortgage Banc May 2014 - August 2014
Stonegate Mortgage Corporation (NYSE: SGM) December 2013 - May 2014
Wells Fargo March 2011 - November 2013
Builder's Financial Corporation / Lifestyle Communities October 2009 - March 2011
Robert Half Management Resources December 2008 - September 2009
Midwest Business Capital 2007 - 2008
Grange Insurance 2002 - 2007
Wells Fargo 1991 - 2002
Skills
Finance, Leadership, Mortgage Lending, Loans, Business Strategy, Banking, Strategy, Underwriting, Mortgage Banking, Credit, Credit Analysis, Investment Properties, Loan Origination, FHA, Refinance
Education
University of Minnesota - Carlson School of Management 1994 — 1997
MBA, Finance and Strategy
University of St. Thomas 1988 — 1992
National Bank of Arizona July 2014 - Present
Wells Fargo January 2006 - July 2014
Wells Fargo Bank 2006 - July 2014
Skills
Microsoft Office, Credit Analysis, Banking, Commercial Lending
Education
University of Minnesota-Twin Cities 2001 — 2005
BSB, Finance
University of Minnesota - Carlson School of Management
Wells Fargo September 2012 - Present
Maverick's Wood Grill October 2007 - Present
Wells Fargo Home Mortgage August 2010 - August 2012
Merrill Lynch 2003 - 2008
GMAC-RFC 1998 - 2003
Skills
Portfolio Management, Mortgage Lending, Mortgage Banking, Loans, Banking, Credit, Credit Risk, Management, Vendor Management, Process Improvement, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2004 — 2007
Master of Business Administration (MBA), Finance
University of Minnesota-Twin Cities 1998 — 2003
B.A., Economics
Wells Fargo Client Account ManagerWells Fargo Bank1996 - Present
Skills
Mutual Funds, Wealth Management
Education
University of Minnesota - Carlson School of Management
Wells Fargo March 2011 - Present
Wells Fargo September 2009 - February 2011
Ameriprise Financial January 2008 - September 2009
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Administration (MBA)
University Minnesota Morris 2003 — 2007
Bachelor of Arts (B.A.)
Fenox Venture Capital 2013 - Present
Wells Fargo March 2010 - August 2012
Wells Fargo November 2007 - March 2010
Wells Fargo October 2006 - November 2007
Skills
Underwriting, Financial Analysis, Banking, Strategy, Production Managment, Strategic Communications, Project Management, Process Improvement, Loans, Due Diligence, Business Analysis, Business Process..., Business Requirements, Requirements Gathering, Waterfall, Strategic Technology..., Leadership, Investments, Credit
Education
Carlson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy
University of Minnesota-Twin Cities 2001 — 2007
Bachelor of Science (BS), Finance, General
Wells Fargo January 2006 - May 2009
Wells Fargo January 2000 - December 2005
Wells Fargo January 1993 - December 1999
Wells Fargo June 1981 - December 1992
Education
University of Minnesota - Carlson School of Management 1978 — 1982
Wells Fargo June 2014 - Present
Deluxe Corporation January 2008 - May 2014
City of Saint Paul Park Economic Development Authority September 2009 - May 2011
City of Saint Paul Park January 2004 - May 2011
eFunds January 2000 - July 2006
Deluxe Corporation November 1995 - December 1999
BNSF Railway 1990 - 1995
Skills
Enterprise Architecture, SDLC, Architecture, SOA, Business Analysis, Agile Methodologies, Process Improvement, IT Strategy, Vendor Management, Solution Architecture, Databases, Enterprise Software, Architecture Governance, Business Architecture, Portfolio Management, Master Data Management, Process Design, SOA Governance, Regulatory Compliance, Integration, Program Management, Business Process..., Leadership, Business Process, Disaster Recovery, Data Warehousing, IT Management, Analysis, ERP, Strategy, Oracle, Project Delivery
Education
University of Minnesota - Carlson School of Management 1977 — 1990
Bachelor of Arts (B.A.), Business Administration and Management, General
University of St. Thomas
Mini–Masters of Information Technology
St Louis Park High School 1974 — 1977
Wells Fargo April 2013 - Present
Wells Fargo March 2011 - March 2013
Delta Air Lines January 2009 - August 2010
Northwest Airlines March 2002 - December 2008
Northwest Airlines September 1995 - February 2002
Northwest Airlines September 1993 - August 1995
Northwest Airlines September 1992 - August 1993
Marquette Bank July 1990 - September 1992
First Minnesota Savings Bank May 1988 - July 1990
Skills
Compensation Structure..., Market Pricing, Deferred Compensation, HR Metrics, Analytics, HRIS, HR Project Management, Succession Planning, Performance Management, Communication, Employee Recognition, Human Resources, Compensation Structures, HR Policies, Program Management, Vendor Management, Strategy, Personnel Management, Management, Leadership, Analysis, Process Improvement, Mergers & Acquisitions, Job Evaluation, Incentive Programs
Education
University of Minnesota - Carlson School of Management 1980 — 1984
BS, Business Administration
University of Minnesota-Twin Cities
MA, Industrial Relations
Altus Value Fund July 2012 - Present
Competition Motorsport LLC 2012 - 2013
Hong Kong and Shanghai Banking Corporation April 2005 - July 2012
Wells Fargo July 1997 - April 2005
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Microsoft Excel, Valuation, Alternative Investments, Private Equity, Business Strategy, Risk Management, Corporate Finance
Education
University of Minnesota - Carlson School of Management 1996 — 1997
Master of Business Administration (MBA), Finance
SIS Bank (Sanford Institution for Savings) January 2014 - Present
Wells Fargo September 2009 - December 2013
Bank of America October 2006 - September 2009
Wells Fargo Home Mortgage February 1995 - October 2006
United States Air Force January 1983 - January 1988
Skills
Construction Loans, Residential Mortgages, First Time Home Buyers
Education
University of Michigan-Dearborn 1988 — 1992
BS, Economics
Arrow Uniform 2006 - Present
Wells Fargo October 2003 - April 2006
Research Federal Credit Union June 1999 - September 2003
Skills
Management, Forecasting, Team Leadership, Inventory Management, Account Management, Social Media, Microsoft Office, Customer Service, Budgets, Negotiation, Process Improvement, Team Building, Leadership, Merchandising
Education
University of Michigan-Dearborn 1997 — 2002
Finance, Finance, Accounting, Management
Pacific Union Financial, LLC June 2015 - Present
Races To Ribbons November 2005 - September 2014
Willis Allen Real Estate January 2009 - October 2009
AME Financial 2004 - 2005
Norwest/Wells Fargo 1986 - 2004
Norwest/WellsFargo 1986 - 2004
Wells Fargo 1986 - 2004
Education
University of Minnesota - Carlson School of Management 1980 — 1983
BSB, Business Administration
Wells Fargo September 2014 - Present
Deloitte July 2013 - September 2014
Deloitte August 2011 - July 2013
Deloitte July 2011 - August 2011
Deloitte & Touche September 2008 - July 2011
Deloitte September 2005 - August 2008
Deloitte September 2003 - August 2005
Primerica Financial Services August 2001 - August 2003
Skills
Government Contract..., SEC reporting, IFRS, Accounting, Public Speaking, Research, Speed Reading, SEC filings, Financial Reporting, Financial Services, Sarbanes-Oxley, CPA, External Audit
Education
University of Minnesota - Carlson School of Management 2001 — 2003
Bachelors, Accounting
University of Minnesota-Morris 1999 — 2001
Management and Econcomics
Anoka High School 1996 — 1999
HS Diploma
Wells Fargo February 2002 - Present
Skills
Banking
Education
University of Minnesota - Carlson School of Management
Digineer April 2012 - Present
Ameriprise Financial Services, Inc. November 2010 - April 2012
Ameriprise Financial January 2009 - November 2010
Ameriprise Financial February 2007 - December 2008
Wells Fargo October 2005 - January 2007
Skills
Process Improvement, Business Process..., Enterprise Portfolio..., Executive Reporting, Consulting, Change Management, Portfolio Management, Facilitation, Project Management, Business Analysis, Microsoft Excel, Analysis, Program Management, Management, SDLC, Leadership, Marketing, Marketing Strategy, Direct Marketing, Event Planning, Financial Services
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Marketing and Supply Chain Management
Clear River Beverage Company July 2012 - Present
Clear River Beverage Company July 2012 - Present
Wells Fargo June 2010 - June 2012
Northbound Organics, Inc. May 2009 - September 2009
Skills
Accounting, Entrepreneurship, Financial Analysis, Financial Modeling, Strategy, Marketing, Data Analysis
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BSB, Finance, Marketing, Entrepreneurial Management
Wells Fargo May 2015 - Present
Wells Fargo January 2013 - May 2015
Wells Fargo August 2012 - December 2012
Wells Fargo April 2012 - August 2012
Wells Fargo September 2011 - April 2012
ING Direct (Acquired by Capital One) May 2010 - August 2011
Skills
Mortgage Lending, Banking, Investment Properties, Credit, Loans, Financial Analysis, Customer Service, Outlook, Sales, Investments, Finance, Critical Thinking, Risk Management, Training, FHA, Loan Origination, Consumer Lending, Management, Marketing, Credit Analysis, Process Improvement, Residential Mortgages, Mortgage Banking, Coaching, Commercial Banking, Underwriting, Refinance
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Master of Business Administration (M.B.A.), Finance - Risk Management and Corporate Strategy
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Arts (B.A.), History
Wells Fargo 2005 - Present
Northwest Airlines 1994 - 2000
SUPERVALU 1990 - 1994
Target 1982 - 1989
Education
University of Minnesota - Carlson School of Management
Bus. Adm.
University of St. Thomas - Opus College of Business
MBA
Wells Fargo September 2015 - Present
Various Casinos September 2011 - Present
Wells Fargo Home Mortgage August 2014 - September 2015
Wells Fargo April 2014 - August 2014
Hoey Marketing Inc. dba Water Doctors Water Co. September 2012 - April 2014
Skills
Microsoft Excel, PowerPoint, Marketing Strategy, Marketing, Email Marketing, Sales, Social Media Marketing, Sales Presentations, Marketing Management
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of Wisconsin-La Crosse 2007 — 2011
Bachelor of Science (B.S.), Sport and Fitness Administration/Management
Wells Fargo August 2014 - Present
Voya Investment Management (formerly ING) August 1990 - May 2014
Park Nicollet Health Services December 1987 - August 1990
Best Products / Modern Merchandising / LaBelles 1979 - 1987
Skills
Requirements Gathering, Business Analysis, Data Warehousing, Process Improvement, Business Intelligence, Requirements Analysis, Agile Methodologies, Enterprise Architecture, Microsoft Office, Microsoft Excel, Microsoft Word, Visual Basic, Visual Studio, Crystal Reports, UDB Database, DB2, Sybase, PowerBuilder, Microsoft Access, Microsoft Visio
Education
University of Minnesota - Carlson School of Management
B.S., Business Administration
Wells Fargo 2012 - Present
Wells Fargo 2011 - 2012
Wells Fargo 2007 - 2010
Wells Fargo 2003 - 2007
Wells Fargo Services Company 1997 - 2003
Digital Equipment Corporation 1985 - 1997
Digital Equipment Corporation 1982 - 1985
Control Data Corporation 1981 - 1982
Trane Sentinel Inc. 1977 - 1981
Skills
Technology Management, Systems Architecture, Mobile Technology, 24x7 Production Support, Data Analysis, Data Visualization, Wily Introscope, Eclipse, Google App Engine, Selenium, Sparx Enterprise..., Processing, Android, iOS, SMS, Bash, C, C++, C#, Java, Perl, Python, R, SQL, UML, GAE Datastore, Oracle 10g & 11g, MySQL, SQLite, RHEL, MS-Windows, Mac OS X, VMware ESX
Education
University of Minnesota - Carlson School of Management 1982 — 1985
Graduate Student in Evening MBA Program
University of Minnesota-Twin Cities 1972 — 1977
Bachelor of Electrical Engineering, EE
Wells Fargo November 2006 - Present
Wells Fargo 2007 - 2010
Education
University of Minnesota - Carlson School of Management 1978 — 1981
BS, Business
First Farmers & Merchants Bank (formerly known as White Rock Bank) August 2013 - Present
White Rock Bank September 2008 - August 2013
White Rock Bank November 2003 - September 2008
Wells Fargo April 1998 - November 2003
Skills
Commercial Lending, Loans, Credit, Small Business Lending, Banking, Credit Analysis, Customer Service, Financial Analysis, Loan Origination, Finance, Commercial Banking, Portfolio Management, Financial Services, Risk Management
Education
University of Minnesota - Carlson School of Management
Wells Fargo Bank February 2004 - Present
Wells Fargo February 2001 - February 2004
Wells Fargo June 1997 - February 2001
Wells Fargo July 1996 - June 1997
Skills
Real Estate Economics, Commercial Lending, Loans, Affordable Housing, Underwriting, Investments, Commercial Banking, Commercial Real Estate, Credit, Credit Analysis, Due Diligence, Banking, Financial Analysis, Management
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Virginia 1992 — 1996
B.A., International Relations
Wells Fargo Audit Services March 2015 - Present
Wells Fargo Audit Services March 2014 - March 2015
Wells Fargo Audit Services June 2013 - March 2014
Wells Fargo Securities March 2012 - June 2013
Wells Fargo Securities May 2011 - March 2012
Wells Fargo September 2009 - May 2011
Wells Fargo May 2004 - September 2009
Skills
Fixed Income, Operations, Securities, Safekeeping, Public Finance, Treasury Management, Retail Banking, Customer Service, Sales, Cross Selling, SQL, Financial Analysis, Credit Analysis, Settlement, Back Office, Auditing, Internal Controls, Financial Services, Risk Management, Internal Audit, Capital Markets
Education
St. Cloud State University
Master of Business Administration (MBA), 3.8
University of Minnesota - Carlson School of Management
Minor, General Management
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Economics
University of Minnesota-Twin Cities
Minor, Spanish
3M January 2015 - Present
3M July 2013 - December 2014
3M March 2011 - June 2013
3M August 2007 - February 2011
3M May 2006 - July 2007
Wells Fargo June 2005 - August 2005
McDonald's Corporation June 2004 - August 2004
Skills
Global Sourcing, Supply Management, Strategic Sourcing, Procurement, Sourcing, Purchasing, Cross-functional Team..., Contract Negotiation, Contract Management, Forecasting, Supply Chain..., Supplier Negotiation, Materials Management
Education
Carlson School of Management 2001 — 2006
Bachelor of Science (BS), Supply Chain Management and Marketing
Green Tree Servicing October 2014 - Present
Wells Fargo September 2013 - October 2014
CVS Caremark Corporation 2011 - 2013
Hypercom July 2007 - August 2011
Ernst & Young January 2000 - July 2007
Bank of America October 1995 - August 1998
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Enterprise Risk..., Financial Audits, Business Process..., Forecasting, Process Improvement, US GAAP, Accounting, Variance Analysis, Financial Reporting, Sarbanes-Oxley
Education
University of Michigan-Dearborn 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Economics, 3.2
UnitedHealth Group 2009 - 2013
Hudson 2007 - 2009
Kenexa, an IBM Company 1998 - 2006
Wells Fargo 1997 - 1998
Skills
Process Improvement, Business Process..., Cross-functional Team..., Analysis, Leadership, Management, CRM, Forecasting, Six Sigma, Budgets, Finance, Team Leadership, Strategic Planning, Auditing, Human Resources
Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business, Accounting
College of Design, University of Minnesota
24 + credits completed
Wells Fargo October 2007 - Present
United States Air Force (Minnesota Air National Guard) November 1996 - Present
Wells Fargo June 2002 - October 2007
Skills
Business Objects, Access Database, SQL, SharePoint, Data Analysis, Teradata, Risk Management, User Acceptance Testing, Business Requirements
Education
University of Minnesota - Carlson School of Management
Bachelor's Degree, Accounting and Finance