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
Luke Burns Luke Burns's Wells Fargo Experience June 2014 - Present
Job Analyst at Wells Fargo Financial Sponsors Group
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Worrell, Inc. January 2014 - May 2014
Carlson School of Management - Carlson Ventures Enterprise April 2013 - May 2014
University of Minnesota - Entrepreneurship Club December 2012 - January 2014
Wells Fargo May 2013 - August 2013
Minnesota Swarm September 2011 - June 2012
Liberty Diversified International December 2011 - May 2012
Skills
Management, Training
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor’s Degree, Finance & Entrepreneurship Management
Copenhagen School of Business
Wells Fargo June 2014 - Present
Worrell, Inc. January 2014 - May 2014
Carlson School of Management - Carlson Ventures Enterprise April 2013 - May 2014
University of Minnesota - Entrepreneurship Club December 2012 - January 2014
Wells Fargo May 2013 - August 2013
Minnesota Swarm September 2011 - June 2012
Liberty Diversified International December 2011 - May 2012
Skills
Management, Training
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor’s Degree, Finance & Entrepreneurship Management
Copenhagen School of Business
Lacey Scott Hennen Lacey Scott Hennen's Wells Fargo Experience 1997 - 1998
Job Microsoft
Industry Computer Software
Experience
Microsoft June 2015 - Present
AT&T January 2010 - June 2015
AT&T 2007 - 2010
AT&T 2003 - 2007
AT&T 2001 - 2003
AT&T 1998 - 2001
Wells Fargo 1997 - 1998
Skills
Relationship Management, Operations Management, Sales Management, Sales Operations, Direct Sales, Sales Process, Financial Analysis, Program Management, Contract Negotiation, Volunteering, Business Intelligence, Management, Sales, Negotiation, CRM, Selling, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Finance and Strategic Management
University of St. Thomas
Bachelor of Arts (B.A.), Finance and Financial Management Services
Microsoft June 2015 - Present
AT&T January 2010 - June 2015
AT&T 2007 - 2010
AT&T 2003 - 2007
AT&T 2001 - 2003
AT&T 1998 - 2001
Wells Fargo 1997 - 1998
Skills
Relationship Management, Operations Management, Sales Management, Sales Operations, Direct Sales, Sales Process, Financial Analysis, Program Management, Contract Negotiation, Volunteering, Business Intelligence, Management, Sales, Negotiation, CRM, Selling, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Finance and Strategic Management
University of St. Thomas
Bachelor of Arts (B.A.), Finance and Financial Management Services
Steve Roering Steve Roering's Wells Fargo Experience July 2015 - Present
Job Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
Wells Fargo May 2013 - July 2015
Wells Fargo May 2012 - May 2013
Minnesota Department of Revenue June 2010 - May 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Leadership, Microsoft Office, Microsoft Word, Customer Service, Data Analysis, Teamwork, Time Management, Accounting, Team Leadership, Event Planning, Credit Analysis, Analysis, Project Planning
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Finance and Entrepreneurial Management Majors, Accounting Minor
Wells Fargo July 2015 - Present
Wells Fargo May 2013 - July 2015
Wells Fargo May 2012 - May 2013
Minnesota Department of Revenue June 2010 - May 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Leadership, Microsoft Office, Microsoft Word, Customer Service, Data Analysis, Teamwork, Time Management, Accounting, Team Leadership, Event Planning, Credit Analysis, Analysis, Project Planning
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Finance and Entrepreneurial Management Majors, Accounting Minor
Matthew Kerr, CPA Matthew Kerr, CPA's Wells Fargo Experience September 2015 - Present
Job Assistant Vice President at Wells Fargo
Industry Accounting
Experience
Wells Fargo September 2015 - Present
Wells Fargo March 2014 - August 2015
Wells Fargo February 2013 - March 2014
Ernst & Young September 2011 - February 2013
Carlson School of Management August 2010 - August 2011
Ernst & Young June 2010 - August 2010
Skills
Financial Accounting, Internal Controls, SEC filings, Auditing, Sarbanes-Oxley Act, US GAAP, Accounting, Financial Statements, CPA, GAAP, Financial Analysis, Energy Industry, Utility Industry
Education
University of Minnesota - Carlson School of Management 2007 — 2011
BSB, Accounting, Finance
Wells Fargo September 2015 - Present
Wells Fargo March 2014 - August 2015
Wells Fargo February 2013 - March 2014
Ernst & Young September 2011 - February 2013
Carlson School of Management August 2010 - August 2011
Ernst & Young June 2010 - August 2010
Skills
Financial Accounting, Internal Controls, SEC filings, Auditing, Sarbanes-Oxley Act, US GAAP, Accounting, Financial Statements, CPA, GAAP, Financial Analysis, Energy Industry, Utility Industry
Education
University of Minnesota - Carlson School of Management 2007 — 2011
BSB, Accounting, Finance
Ryan Prowizor Ryan Prowizor's Wells Fargo Experience May 2013 - August 2013
Job Securities Administration Services Analyst 2 at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Carlson School of Management September 2011 - Present
ADOGO Pet Hotel January 2014 - May 2014
Gasthof Zur Gemütlichkeit January 2013 - January 2014
Wells Fargo May 2013 - August 2013
Rapid Park May 2010 - October 2012
Holiday Inn Metrodome September 2011 - July 2012
Majestic Oaks Golf July 2009 - September 2010
Common Cents Furniture April 2007 - September 2010
Skills
English & Spanish..., Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Banquets, Security
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor's degree, Finance
Wells Fargo Securities May 2014 - Present
Carlson School of Management September 2011 - Present
ADOGO Pet Hotel January 2014 - May 2014
Gasthof Zur Gemütlichkeit January 2013 - January 2014
Wells Fargo May 2013 - August 2013
Rapid Park May 2010 - October 2012
Holiday Inn Metrodome September 2011 - July 2012
Majestic Oaks Golf July 2009 - September 2010
Common Cents Furniture April 2007 - September 2010
Skills
English & Spanish..., Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Banquets, Security
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor's degree, Finance
Nicole (Weber) Sandoval, CIA, CFSA, CRMA Nicole (Weber) Sandoval, CIA, CFSA, CRMA's Wells Fargo Experience July 2014 - Present
Job Compliance Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Hostelling International USA March 2014 - Present
Hostelling International USA September 2013 - Present
The Institute of Internal Auditors Inc. March 2014 - November 2014
Protiviti May 2011 - July 2014
Institute of Internal Auditors - Twin Cities Chapter October 2011 - March 2014
Hostelling International USA, Minnesota Council February 2005 - April 2013
Institute of Internal Auditors - Twin Cities Chapter June 2010 - August 2012
Ameriprise Financial September 2008 - April 2011
Protiviti February 2005 - September 2008
Skills
Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Sarbanes-Oxley, Internal Controls, Broker-Dealer Compliance, Broker-Dealer Operations, Variable Annuities, Variable Life, Project Management, Non-Profit Board of..., Strategic Planning, IT Audit, Financial Risk, Information Technology, Risk Management, Governance, Process Improvement, Financial Services
Education
University of St.Gallen 2004 — 2004
MBA, International Business
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Strategy and International Business
University of Minnesota - Carlson School of Management 1995 — 1999
BS, Finance
Wells Fargo July 2014 - Present
Hostelling International USA March 2014 - Present
Hostelling International USA September 2013 - Present
The Institute of Internal Auditors Inc. March 2014 - November 2014
Protiviti May 2011 - July 2014
Institute of Internal Auditors - Twin Cities Chapter October 2011 - March 2014
Hostelling International USA, Minnesota Council February 2005 - April 2013
Institute of Internal Auditors - Twin Cities Chapter June 2010 - August 2012
Ameriprise Financial September 2008 - April 2011
Protiviti February 2005 - September 2008
Skills
Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Sarbanes-Oxley, Internal Controls, Broker-Dealer Compliance, Broker-Dealer Operations, Variable Annuities, Variable Life, Project Management, Non-Profit Board of..., Strategic Planning, IT Audit, Financial Risk, Information Technology, Risk Management, Governance, Process Improvement, Financial Services
Education
University of St.Gallen 2004 — 2004
MBA, International Business
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Strategy and International Business
University of Minnesota - Carlson School of Management 1995 — 1999
BS, Finance
Lynne White Lynne White's Wells Fargo Experience October 2014 - Present
Job Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo October 2014 - Present
Telecommunications/IT Project Management 2012 - 2014
CenturyLink 1999 - 2012
U S WEST 1987 - 1999
Skills
Strong organizational..., Success driven –..., Dedicated – work well..., Professional negotiator..., Presentation specialist..., Exceptional computer..., Creative and..., Dedicated Professional, Sales, Telecommunications, Managed Hosting, Leadership, Strategy, Program Management, Product Marketing, Wireless, Managed Services, Customer Retention, Training, Customer Satisfaction, Professional Services, Solution Selling, Customer Experience
Education
University of Minnesota - Carlson School of Management 1983 — 1986
Bachelor of Science (B.S.), Business Administration, Management and Operations
University of Minnesota - Carlson School of Management
Bachelor's degree, Business Administration, Management and Operations
Wells Fargo October 2014 - Present
Telecommunications/IT Project Management 2012 - 2014
CenturyLink 1999 - 2012
U S WEST 1987 - 1999
Skills
Strong organizational..., Success driven –..., Dedicated – work well..., Professional negotiator..., Presentation specialist..., Exceptional computer..., Creative and..., Dedicated Professional, Sales, Telecommunications, Managed Hosting, Leadership, Strategy, Program Management, Product Marketing, Wireless, Managed Services, Customer Retention, Training, Customer Satisfaction, Professional Services, Solution Selling, Customer Experience
Education
University of Minnesota - Carlson School of Management 1983 — 1986
Bachelor of Science (B.S.), Business Administration, Management and Operations
University of Minnesota - Carlson School of Management
Bachelor's degree, Business Administration, Management and Operations
Jack Grignano's Wells Fargo Experience September 2013 - Present
Job Accounting Policy Treasury
Industry Accounting
Experience
Wells Fargo September 2013 - Present
PwC January 2006 - September 2013
Skills
Assurance, US GAAP, Auditing, Internal Audit, Internal Controls, Financial Reporting, Investment Valuation, Technical Accounting..., Policy Analysis, Accounting Consulting, Process Control, Accounting Research, CPA, Finance, SEC filings, Big 4, Financial Audits, Sarbanes-Oxley Act, Sarbanes-Oxley, Financial Statements, Financial Statement..., Financial Services, GAAP, External Audit, Accounting, SOX 404, Financial Risk, COSO, Financial Accounting, Business Valuation
Education
University of Wisconsin-Madison 2000 — 2005
Bachelor's degree, Accounting and Finance
University of Minnesota - Carlson School of Management
Part Time MBA Student, Finance
Wells Fargo September 2013 - Present
PwC January 2006 - September 2013
Skills
Assurance, US GAAP, Auditing, Internal Audit, Internal Controls, Financial Reporting, Investment Valuation, Technical Accounting..., Policy Analysis, Accounting Consulting, Process Control, Accounting Research, CPA, Finance, SEC filings, Big 4, Financial Audits, Sarbanes-Oxley Act, Sarbanes-Oxley, Financial Statements, Financial Statement..., Financial Services, GAAP, External Audit, Accounting, SOX 404, Financial Risk, COSO, Financial Accounting, Business Valuation
Education
University of Wisconsin-Madison 2000 — 2005
Bachelor's degree, Accounting and Finance
University of Minnesota - Carlson School of Management
Part Time MBA Student, Finance
Sean Faeth Sean Faeth's Wells Fargo Experience November 2000 - February 2006
Job SVP, Director of Private Banking Solutions at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management February 2006 - Present
Wells Fargo November 2000 - February 2006
Dougherty & Company November 1997 - November 2000
American Express Small Business Services June 1996 - November 1997
KPMG January 1989 - June 1996
Skills
Wealth Management, Private Banking, Strategic Financial..., Financial Analysis, Banking, Strategy, Finance, Product Management, Financial Accounting
Education
University of Minnesota - Carlson School of Management 2001 — 2007
MBA, Finance and Strategy
University of Wisconsin-La Crosse 1984 — 1988
BS, Accounting
Wells Fargo Wealth Management February 2006 - Present
Wells Fargo November 2000 - February 2006
Dougherty & Company November 1997 - November 2000
American Express Small Business Services June 1996 - November 1997
KPMG January 1989 - June 1996
Skills
Wealth Management, Private Banking, Strategic Financial..., Financial Analysis, Banking, Strategy, Finance, Product Management, Financial Accounting
Education
University of Minnesota - Carlson School of Management 2001 — 2007
MBA, Finance and Strategy
University of Wisconsin-La Crosse 1984 — 1988
BS, Accounting
Marnie Rainford Marnie Rainford's Wells Fargo Experience April 1996 - July 1997
Job U.S. Bank
Industry Financial Services
Experience
U.S. Bank May 2014 - Present
US Bank October 2011 - May 2014
US Bank September 2007 - October 2011
US Bank June 2003 - September 2007
3M June 2001 - August 2001
3M July 1997 - June 2001
Wells Fargo April 1996 - July 1997
Wells Fargo June 1995 - April 1996
Wells Fargo December 1990 - June 1995
Skills
Product Management, Marketing Management, Product Development, Project Management, Process Improvement, Banking, Cross-functional Team..., Marketing Strategy, Relationship Management, Segmentation, Product Marketing, Strategic Planning, Treasury Management, New Business Development, Cash Management, Payments, Team Leadership, Business Strategy, Sales Operations, Credit Cards, Financial Services, Strategic Partnerships, Strategy, Payment Systems, Business Development
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Marketing and Strategy
University of St. Thomas 1987 — 1991
BA, Marketing Management
Woodbury High School
U.S. Bank May 2014 - Present
US Bank October 2011 - May 2014
US Bank September 2007 - October 2011
US Bank June 2003 - September 2007
3M June 2001 - August 2001
3M July 1997 - June 2001
Wells Fargo April 1996 - July 1997
Wells Fargo June 1995 - April 1996
Wells Fargo December 1990 - June 1995
Skills
Product Management, Marketing Management, Product Development, Project Management, Process Improvement, Banking, Cross-functional Team..., Marketing Strategy, Relationship Management, Segmentation, Product Marketing, Strategic Planning, Treasury Management, New Business Development, Cash Management, Payments, Team Leadership, Business Strategy, Sales Operations, Credit Cards, Financial Services, Strategic Partnerships, Strategy, Payment Systems, Business Development
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Marketing and Strategy
University of St. Thomas 1987 — 1991
BA, Marketing Management
Woodbury High School
Joshua Waldron, CMT's Wells Fargo Experience September 2010 - September 2012
Job Asset Management Analyst at Abbot Downing
Industry Financial Services
Experience
Abbot Downing September 2012 - Present
Wells Fargo September 2010 - September 2012
Wells Fargo July 2010 - September 2010
Wells Fargo January 2010 - April 2010
Wells Fargo November 2009 - January 2010
Wells Fargo May 2009 - October 2009
University of Minnesota Duluth September 2008 - May 2009
Skills
Customer Service, Financial Markets, Asset Allocation, Securities, Investments, Mutual Funds, Equities, Portfolio Management, Financial Analysis, Banking, Hedge Funds, Asset Management, Financial Modeling, Alternative Investments, Wealth Management
Education
University of Minnesota - Carlson School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Finance
University of Minnesota Duluth 2005 — 2009
BBA, Financial Markets
Abbot Downing September 2012 - Present
Wells Fargo September 2010 - September 2012
Wells Fargo July 2010 - September 2010
Wells Fargo January 2010 - April 2010
Wells Fargo November 2009 - January 2010
Wells Fargo May 2009 - October 2009
University of Minnesota Duluth September 2008 - May 2009
Skills
Customer Service, Financial Markets, Asset Allocation, Securities, Investments, Mutual Funds, Equities, Portfolio Management, Financial Analysis, Banking, Hedge Funds, Asset Management, Financial Modeling, Alternative Investments, Wealth Management
Education
University of Minnesota - Carlson School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Finance
University of Minnesota Duluth 2005 — 2009
BBA, Financial Markets
Rachael Horner Rachael Horner's Wells Fargo Experience January 2015 - Present
Job Vice President and Human Resources Partner at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo September 2011 - Present
Wells Fargo October 2006 - September 2011
MDM Rubicon January 2003 - September 2004
Skills
Onboarding, Talent Management, Performance Management, Employee Relations, Human Resources, Employee Engagement, Succession Planning, HRIS, PeopleSoft, Coaching, HR Policies, Organizational..., Career Development, HR Consulting, Job Analysis, Conflict Resolution, Team Building, Performance Appraisal
Education
University of Minnesota - Carlson School of Management 2004 — 2006
Master of Arts (MA), Human Resources Industrial Relations
Winona State University 1999 — 2001
Bachelor of Science (B.S.), Social Work
Wells Fargo January 2015 - Present
Wells Fargo September 2011 - Present
Wells Fargo October 2006 - September 2011
MDM Rubicon January 2003 - September 2004
Skills
Onboarding, Talent Management, Performance Management, Employee Relations, Human Resources, Employee Engagement, Succession Planning, HRIS, PeopleSoft, Coaching, HR Policies, Organizational..., Career Development, HR Consulting, Job Analysis, Conflict Resolution, Team Building, Performance Appraisal
Education
University of Minnesota - Carlson School of Management 2004 — 2006
Master of Arts (MA), Human Resources Industrial Relations
Winona State University 1999 — 2001
Bachelor of Science (B.S.), Social Work
Patricia Edgar Sjolander's Wells Fargo Experience September 2013 - Present
Job Senior Project Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial November 2014 - Present
The BARBRI Group August 2014 - Present
Wells Fargo September 2013 - Present
Wells Fargo Home Mortgage November 2012 - August 2014
Express Scripts June 2012 - October 2012
CDI August 2010 - February 2012
Blue Cross and Blue Shield of Minnesota 2012 - 2012
Wells Fargo 2010 - 2012
Genesis 10 March 2010 - August 2010
United Health Group September 2005 - October 2009
Skills
SDLC, PMO, PMP, Program Management, Business Analysis, Resource Management, Project Management, Project Portfolio..., Process Improvement, Visio, Business Process...
Education
University of Minnesota - Carlson School of Management 1989 — 1990
Master of Business Administration, Business, Marketing
University of Minnesota-Duluth 1976 — 1979
Secondary Education, History, English
Voya Financial November 2014 - Present
The BARBRI Group August 2014 - Present
Wells Fargo September 2013 - Present
Wells Fargo Home Mortgage November 2012 - August 2014
Express Scripts June 2012 - October 2012
CDI August 2010 - February 2012
Blue Cross and Blue Shield of Minnesota 2012 - 2012
Wells Fargo 2010 - 2012
Genesis 10 March 2010 - August 2010
United Health Group September 2005 - October 2009
Skills
SDLC, PMO, PMP, Program Management, Business Analysis, Resource Management, Project Management, Project Portfolio..., Process Improvement, Visio, Business Process...
Education
University of Minnesota - Carlson School of Management 1989 — 1990
Master of Business Administration, Business, Marketing
University of Minnesota-Duluth 1976 — 1979
Secondary Education, History, English
John Demro John Demro's Wells Fargo Experience January 1984 - January 1996
Job Chief Tax Officer at ResCap Liquidating Trust
Industry Financial Services
Experience
ResCap Liquidating Trust August 2013 - Present
Ally Financial Inc. July 1997 - July 2013
Ernst & Young February 1996 - June 1997
Wells Fargo January 1984 - January 1996
Arthur Andersen and Co. July 1980 - September 1983
Skills
Tax Management, Income Tax, Tax Accounting and..., SOX Tax Internal..., Federal and State Tax..., International Tax, Corporate Tax Planning, Mergers and..., Restructuring, Regultory tax audits, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Mergers & Acquisitions, Accounting, Finance, Due Diligence, Tax, Tax Accounting, Auditing
Education
University of Minnesota - Carlson School of Management 1985 — 1988
Masters of Business Taxation, Taxation
University of Northern Iowa 1976 — 1980
Bachelor of Arts (B.A.), Accounting
ResCap Liquidating Trust August 2013 - Present
Ally Financial Inc. July 1997 - July 2013
Ernst & Young February 1996 - June 1997
Wells Fargo January 1984 - January 1996
Arthur Andersen and Co. July 1980 - September 1983
Skills
Tax Management, Income Tax, Tax Accounting and..., SOX Tax Internal..., Federal and State Tax..., International Tax, Corporate Tax Planning, Mergers and..., Restructuring, Regultory tax audits, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Mergers & Acquisitions, Accounting, Finance, Due Diligence, Tax, Tax Accounting, Auditing
Education
University of Minnesota - Carlson School of Management 1985 — 1988
Masters of Business Taxation, Taxation
University of Northern Iowa 1976 — 1980
Bachelor of Arts (B.A.), Accounting
Shawn Mielke Shawn Mielke's Wells Fargo Experience April 2007 - October 2007
Job Global Director, Small Business Marketing at Google
Industry Marketing and Advertising
Experience
Google Inc. September 2011 - Present
Raybeam Solutions, Inc. April 2010 - September 2011
Raybeam Solutions, Inc September 2010 - July 2011
SECA Marketing Group January 2009 - May 2010
Marketing Transformation Services October 2007 - January 2009
Wells Fargo April 2007 - October 2007
eBay June 2003 - December 2006
SECA Marketing Group May 2000 - May 2003
T.Shipley January 1996 - May 2000
Montgomery ward direct 1992 - 1996
Skills
Product Marketing, CRM, Strategy, SEM, Email Marketing, Digital Marketing, Marketing, Multi-channel Marketing, B2B, Online Advertising, Database Marketing, Segmentation, PPC, SEO, Relationship Marketing, Analytics, Strategic Partnerships, Direct Marketing, Product Management, E-commerce
Education
University of Minnesota - Carlson School of Management 1988 — 1991
BSB & BS Economics, Finance, Marketing & Economics
Google Inc. September 2011 - Present
Raybeam Solutions, Inc. April 2010 - September 2011
Raybeam Solutions, Inc September 2010 - July 2011
SECA Marketing Group January 2009 - May 2010
Marketing Transformation Services October 2007 - January 2009
Wells Fargo April 2007 - October 2007
eBay June 2003 - December 2006
SECA Marketing Group May 2000 - May 2003
T.Shipley January 1996 - May 2000
Montgomery ward direct 1992 - 1996
Skills
Product Marketing, CRM, Strategy, SEM, Email Marketing, Digital Marketing, Marketing, Multi-channel Marketing, B2B, Online Advertising, Database Marketing, Segmentation, PPC, SEO, Relationship Marketing, Analytics, Strategic Partnerships, Direct Marketing, Product Management, E-commerce
Education
University of Minnesota - Carlson School of Management 1988 — 1991
BSB & BS Economics, Finance, Marketing & Economics
Max Mortellaro, CFA Max Mortellaro, CFA's Wells Fargo Experience October 2009 - March 2010
Job Client Portfolio Manager at Community Capital Management, Inc.
Industry Banking
Experience
Community Capital Management, Inc. June 2015 - Present
Wells Fargo Bank March 2010 - May 2015
Wells Fargo October 2009 - March 2010
Wells Fargo June 2007 - October 2009
Jeffrey Slocum & Associates June 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Financial Statement..., Credit Analysis, Underwriting, Sales Management, Covenant Compliance, Valuation, Projection Modeling, Asset Based Lending, Commercial Banking, Treasury Management, Investments, Mergers & Acquisitions, Banking
Education
University of Minnesota - Carlson School of Management 2002 — 2007
Bachelor of Science (B.S.), Finance and Entrepreneurial Management
BCHS
Community Capital Management, Inc. June 2015 - Present
Wells Fargo Bank March 2010 - May 2015
Wells Fargo October 2009 - March 2010
Wells Fargo June 2007 - October 2009
Jeffrey Slocum & Associates June 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Financial Statement..., Credit Analysis, Underwriting, Sales Management, Covenant Compliance, Valuation, Projection Modeling, Asset Based Lending, Commercial Banking, Treasury Management, Investments, Mergers & Acquisitions, Banking
Education
University of Minnesota - Carlson School of Management 2002 — 2007
Bachelor of Science (B.S.), Finance and Entrepreneurial Management
BCHS
Peter Glerum's Wells Fargo Experience January 1998 - July 2000
Job Partner Head of Capital Formation
Industry Investment Management
Experience
Castlelake October 2005 - Present
Deephaven Capital Management January 2003 - July 2005
American Express November 2001 - January 2003
Piper Jaffray July 2000 - November 2001
Wells Fargo January 1998 - July 2000
Cargill Financial Services Corporation June 1990 - November 1997
Skills
Special Situations, Investments, ABS, Hedge Funds, Alternative Investments, Fixed Income, Bloomberg, Equities, Valuation, Asset Management, Private Equity, Capital Markets, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1993 — 1995
MBA, Strategic Management
University of Wisconsin-Whitewater 1986 — 1990
BBA, MIS and Economics
Tosa East 1982 — 1986
High School Diploma
Castlelake October 2005 - Present
Deephaven Capital Management January 2003 - July 2005
American Express November 2001 - January 2003
Piper Jaffray July 2000 - November 2001
Wells Fargo January 1998 - July 2000
Cargill Financial Services Corporation June 1990 - November 1997
Skills
Special Situations, Investments, ABS, Hedge Funds, Alternative Investments, Fixed Income, Bloomberg, Equities, Valuation, Asset Management, Private Equity, Capital Markets, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1993 — 1995
MBA, Strategic Management
University of Wisconsin-Whitewater 1986 — 1990
BBA, MIS and Economics
Tosa East 1982 — 1986
High School Diploma
Paul Rassier Paul Rassier's Wells Fargo Experience May 2009 - August 2009
Job Finance Manager at Ecolab
Industry Chemicals
Experience
Ecolab April 2015 - Present
Ecolab August 2013 - March 2015
Ecolab March 2012 - July 2013
Ecolab July 2011 - February 2012
Ecolab July 2010 - June 2011
Wells Fargo May 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Forecasting, Access, Variance Analysis, Financial Modeling, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Management
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor of Science in Business, Finance
Ecolab April 2015 - Present
Ecolab August 2013 - March 2015
Ecolab March 2012 - July 2013
Ecolab July 2011 - February 2012
Ecolab July 2010 - June 2011
Wells Fargo May 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Forecasting, Access, Variance Analysis, Financial Modeling, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Management
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor of Science in Business, Finance
Janet Stevermer Janet Stevermer's Wells Fargo Experience July 1992 - December 2006
Job Employee Benefits Consultant at Wells Fargo & Co.
Industry Financial Services
Experience
Wells Fargo & Co. January 2007 - Present
Wells Fargo July 1992 - December 2006
Briggs and Morgan, P.A. March 1986 - June 1992
Skills
HRIS, Employee Benefits, 401k, Retirement, Mergers, Process Improvement, Deferred Compensation, Insurance, Strategic Planning, ERISA, Vendor Management, Team Leadership, Mergers & Acquisitions, Benefits Administration
Education
University of Minnesota - Carlson School of Management 1990 — 1996
MAIR, Industrial Relations
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Arts, Political Science
Wells Fargo & Co. January 2007 - Present
Wells Fargo July 1992 - December 2006
Briggs and Morgan, P.A. March 1986 - June 1992
Skills
HRIS, Employee Benefits, 401k, Retirement, Mergers, Process Improvement, Deferred Compensation, Insurance, Strategic Planning, ERISA, Vendor Management, Team Leadership, Mergers & Acquisitions, Benefits Administration
Education
University of Minnesota - Carlson School of Management 1990 — 1996
MAIR, Industrial Relations
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Arts, Political Science
Sarah Peterson Sarah Peterson's Wells Fargo Experience May 2002 - July 2008
Job Senior Group Manager, Cartwheel Business & Product Leader at Target
Industry Retail
Experience
Target August 2013 - Present
Target February 2013 - August 2013
Target July 2011 - February 2013
Target July 2009 - July 2011
Target July 2008 - July 2009
Wells Fargo May 2002 - July 2008
Wells Fargo May 2002 - March 2005
Skills
Strategy, Business Strategy, Process Improvement, Project Management, Leadership, Change Management, Marketing, Data Analysis, Strategic Planning, Analytics, Product Development, Cross-functional Team..., Business Analysis, Retail, Microsoft Excel, Forecasting, Social Media, Social Media Marketing, Social Experience, e-Commerce, E-commerce Optimization, Product Management, Innovation, E-commerce, Team Building, Management, Digital Marketing, CRM, Competitive Analysis, Facebook, Mobile Applications, Multi-channel Marketing, Team Leadership, Marketing Strategy, Content Strategy
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA, Management, Marketing Strategy
University of Saint Thomas 1999 — 2003
BA, Quantitative Methods and Computer Science
Target August 2013 - Present
Target February 2013 - August 2013
Target July 2011 - February 2013
Target July 2009 - July 2011
Target July 2008 - July 2009
Wells Fargo May 2002 - July 2008
Wells Fargo May 2002 - March 2005
Skills
Strategy, Business Strategy, Process Improvement, Project Management, Leadership, Change Management, Marketing, Data Analysis, Strategic Planning, Analytics, Product Development, Cross-functional Team..., Business Analysis, Retail, Microsoft Excel, Forecasting, Social Media, Social Media Marketing, Social Experience, e-Commerce, E-commerce Optimization, Product Management, Innovation, E-commerce, Team Building, Management, Digital Marketing, CRM, Competitive Analysis, Facebook, Mobile Applications, Multi-channel Marketing, Team Leadership, Marketing Strategy, Content Strategy
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA, Management, Marketing Strategy
University of Saint Thomas 1999 — 2003
BA, Quantitative Methods and Computer Science
Karl Dornfeld Karl Dornfeld's Wells Fargo Experience April 2001 - December 2004
Job Director New Business & Policyholder Services at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial March 2010 - October 2010
Ameriprise Financial March 2007 - March 2010
Wells Fargo Investments January 2005 - November 2006
Wells Fargo April 2001 - December 2004
MJK Clearing April 1997 - February 2001
Previous Work History January 1997 - January 1997
Skills
Series 7, Series 63, Securities, Mutual Funds, Series 24, Fixed Income, Risk Management, Strategy, Financial Services, Vendor Management, Mergers & Acquisitions, Bonds, Investments, Trading, FINRA, Insurance, Options, Business Networking, Leadership, Relationship Management, Budgets, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management
MBA, Strategic Management
University of Minnesota-Twin Cities
BS, Business Admin/Public Health
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial March 2010 - October 2010
Ameriprise Financial March 2007 - March 2010
Wells Fargo Investments January 2005 - November 2006
Wells Fargo April 2001 - December 2004
MJK Clearing April 1997 - February 2001
Previous Work History January 1997 - January 1997
Skills
Series 7, Series 63, Securities, Mutual Funds, Series 24, Fixed Income, Risk Management, Strategy, Financial Services, Vendor Management, Mergers & Acquisitions, Bonds, Investments, Trading, FINRA, Insurance, Options, Business Networking, Leadership, Relationship Management, Budgets, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management
MBA, Strategic Management
University of Minnesota-Twin Cities
BS, Business Admin/Public Health
Patrick Brunner Patrick Brunner's Wells Fargo Experience October 1991 - February 1995
Job Chief Financial Officer at Zinpro Corporation
Industry Renewables & Environment
Experience
Zinpro Corporation December 2013 - Present
NatureWorks LLC July 2009 - December 2013
NatureWorks LLC June 2007 - June 2009
NatureWorks LLC June 2004 - June 2007
International Multifoods Corporation November 2001 - June 2004
The Pillsbury Company February 1996 - November 2001
US Bank January 1995 - February 1996
Wells Fargo October 1991 - February 1995
Skills
Investments, Business Strategy, Product Development, Finance, SAP, Management, Financial Analysis, Cross-functional Team..., Accounting, Budgets, Mergers & Acquisitions, Forecasting, IFRS, Strategic Planning, Mergers, Financial Reporting, Financial Modeling, Strategy, Process Improvement
Education
University of Minnesota - Carlson School of Management
University of Minnesota - Carlson School of Management
MBA
Zinpro Corporation December 2013 - Present
NatureWorks LLC July 2009 - December 2013
NatureWorks LLC June 2007 - June 2009
NatureWorks LLC June 2004 - June 2007
International Multifoods Corporation November 2001 - June 2004
The Pillsbury Company February 1996 - November 2001
US Bank January 1995 - February 1996
Wells Fargo October 1991 - February 1995
Skills
Investments, Business Strategy, Product Development, Finance, SAP, Management, Financial Analysis, Cross-functional Team..., Accounting, Budgets, Mergers & Acquisitions, Forecasting, IFRS, Strategic Planning, Mergers, Financial Reporting, Financial Modeling, Strategy, Process Improvement
Education
University of Minnesota - Carlson School of Management
University of Minnesota - Carlson School of Management
MBA
Kim Frasher Kim Frasher's Wells Fargo Experience 1999 - 2001
Job IT Program Manager, MBA, PMP, CSM
Industry Management Consulting
Experience
Federal Occupational Health 2003 - Present
Wells Fargo 1999 - 2001
Blue Cross and Blue Shield of Minnesota October 1997 - March 1999
Express Scripts April 1996 - October 1997
Northwest Airlines February 1992 - April 1996
Accenture January 1989 - February 1992
Skills
Business Process..., Integration, Project Portfolio..., PMP, Visio, Business Intelligence, Systems Analysis, Certified Project..., IT Strategy, Business Requirements, Business Process..., Security, Change Management, Disaster Recovery, Microsoft SQL Server, Information Technology, SharePoint, Enterprise Architecture, Data Center, IT Management, Software Development, Software Documentation, Vendor Management, ITIL, ACA Open Water Coastal..., BCU Level 1 Coach, Certified Scrum Master..., Risk Management, Agile Methodologies, Databases, Quality Assurance, Project Management, Business Analysis
Education
University of Minnesota - Carlson School of Management 1998 — 2000
MBA, Strategic Management
University of Wisconsin-Eau Claire 1984 — 1988
Bachelor of Business Administration (BBA), Management Information Systems
Federal Occupational Health 2003 - Present
Wells Fargo 1999 - 2001
Blue Cross and Blue Shield of Minnesota October 1997 - March 1999
Express Scripts April 1996 - October 1997
Northwest Airlines February 1992 - April 1996
Accenture January 1989 - February 1992
Skills
Business Process..., Integration, Project Portfolio..., PMP, Visio, Business Intelligence, Systems Analysis, Certified Project..., IT Strategy, Business Requirements, Business Process..., Security, Change Management, Disaster Recovery, Microsoft SQL Server, Information Technology, SharePoint, Enterprise Architecture, Data Center, IT Management, Software Development, Software Documentation, Vendor Management, ITIL, ACA Open Water Coastal..., BCU Level 1 Coach, Certified Scrum Master..., Risk Management, Agile Methodologies, Databases, Quality Assurance, Project Management, Business Analysis
Education
University of Minnesota - Carlson School of Management 1998 — 2000
MBA, Strategic Management
University of Wisconsin-Eau Claire 1984 — 1988
Bachelor of Business Administration (BBA), Management Information Systems
Timothy Olson Timothy Olson's Wells Fargo Experience June 2014 - Present
Job Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo September 2010 - January 2014
Wells Fargo May 2010 - August 2010
SBS Group July 2009 - August 2010
Skills
Valuation, Financial Analysis, Finance, Corporate Finance, Financial Modeling, Credit, Asset Management, Portfolio Management, Credit Analysis, Financial Structuring, Insurance, Underwriting, Commercial Banking, Risk Management, Analysis
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Bachelor of Science in Business, Finance & Accounting
Wells Fargo June 2014 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo September 2010 - January 2014
Wells Fargo May 2010 - August 2010
SBS Group July 2009 - August 2010
Skills
Valuation, Financial Analysis, Finance, Corporate Finance, Financial Modeling, Credit, Asset Management, Portfolio Management, Credit Analysis, Financial Structuring, Insurance, Underwriting, Commercial Banking, Risk Management, Analysis
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Bachelor of Science in Business, Finance & Accounting
Jeff Gauvin Jeff Gauvin's Wells Fargo Experience February 2010 - July 2013
Job
Industry Banking
Experience
Wells Fargo February 2010 - July 2013
Wells Fargo August 2005 - October 2009
Wells Fargo 1999 - 2005
Emjay Corporation 1986 - 1999
Andersen Consulting (now Accenture) 1982 - 1986
Skills
Community Development, Credit, Banking, Strategic Planning, Leadership, Relationship Management, Financial Analysis, Portfolio Management, Funding, Finance, Financial Services, Real Estate, Refinance, Investments, Cash Management
Education
University of Minnesota - Carlson School of Management 1981 — 1982
MBA, Finance
University of Minnesota - Carlson School of Management 1977 — 1981
BSB
Wells Fargo February 2010 - July 2013
Wells Fargo August 2005 - October 2009
Wells Fargo 1999 - 2005
Emjay Corporation 1986 - 1999
Andersen Consulting (now Accenture) 1982 - 1986
Skills
Community Development, Credit, Banking, Strategic Planning, Leadership, Relationship Management, Financial Analysis, Portfolio Management, Funding, Finance, Financial Services, Real Estate, Refinance, Investments, Cash Management
Education
University of Minnesota - Carlson School of Management 1981 — 1982
MBA, Finance
University of Minnesota - Carlson School of Management 1977 — 1981
BSB
John Shasky, CTP's Wells Fargo Experience 2001 - 2003
Job Commercial Banking Relationship Manager
Industry Financial Services
Experience
Fifth Third Bank July 2003 - Present
Wells Fargo 2001 - 2003
Piper Jaffray 1999 - 2001
Freight Brokers, Inc. 1996 - 1999
Multiple European Basketball Teams 1991 - 1996
Dallas Mavericks 1990 - 1991
Golden State Warriors 1989 - 1990
Miami Heat 1988 - 1989
Multiple European Basketball Teams 1986 - 1988
Skills
Series 7, Certified Treasury..., Commercial Lending, Lines Of Credit, Sweep Accounts, Remote Deposit Capture, Lockbox, DDA, Interest Rate Hedging, FX Hedging, Industrial Revenue Bonds, Lease Financing, New Markets Tax Credits, Letters of Credit, Revolving Lines of..., Term Loan, Merchant Services, Commercial Card, Corporate Card
Education
University of Minnesota - Carlson School of Management 1982 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Fifth Third Bank July 2003 - Present
Wells Fargo 2001 - 2003
Piper Jaffray 1999 - 2001
Freight Brokers, Inc. 1996 - 1999
Multiple European Basketball Teams 1991 - 1996
Dallas Mavericks 1990 - 1991
Golden State Warriors 1989 - 1990
Miami Heat 1988 - 1989
Multiple European Basketball Teams 1986 - 1988
Skills
Series 7, Certified Treasury..., Commercial Lending, Lines Of Credit, Sweep Accounts, Remote Deposit Capture, Lockbox, DDA, Interest Rate Hedging, FX Hedging, Industrial Revenue Bonds, Lease Financing, New Markets Tax Credits, Letters of Credit, Revolving Lines of..., Term Loan, Merchant Services, Commercial Card, Corporate Card
Education
University of Minnesota - Carlson School of Management 1982 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Kay Kisch Kay Kisch's Wells Fargo Experience April 2003 - August 2003
Job Human Capital Consultant at Optum
Industry Human Resources
Experience
Optum December 2009 - Present
Carlson Marketing April 2006 - December 2009
Carlson Companies August 2004 - January 2006
Carlson Companies August 2003 - August 2004
Wells Fargo April 2003 - August 2003
Skills
Onboarding, Employee Engagement, Performance Management, Employee Benefits, Employee Relations, Talent Management, Human Resources, Leadership, Team Building, Process Improvement, Career Development, Succession Planning, Organizational..., Talent Acquisition, Workforce Planning, Organizational..., Personnel Management, Management, Training
Education
University of St. Thomas 2008 — 2011
Masters, HR & Change Leadership
University of Minnesota - Carlson School of Management 1999 — 2003
BS, Human Resources & Marketing
Optum December 2009 - Present
Carlson Marketing April 2006 - December 2009
Carlson Companies August 2004 - January 2006
Carlson Companies August 2003 - August 2004
Wells Fargo April 2003 - August 2003
Skills
Onboarding, Employee Engagement, Performance Management, Employee Benefits, Employee Relations, Talent Management, Human Resources, Leadership, Team Building, Process Improvement, Career Development, Succession Planning, Organizational..., Talent Acquisition, Workforce Planning, Organizational..., Personnel Management, Management, Training
Education
University of St. Thomas 2008 — 2011
Masters, HR & Change Leadership
University of Minnesota - Carlson School of Management 1999 — 2003
BS, Human Resources & Marketing
Rene Helfenstein Rene Helfenstein's Wells Fargo Experience April 2013 - Present
Job Underwriter, Portfolio Management Group, SBA at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Wells Fargo Bank, N.A. January 2011 - April 2013
M & I Bank January 2008 - January 2011
Wells Fargo Bank August 2002 - January 2008
Fidelity Bank 2000 - 2002
Skills
Credit Analysis, Credit, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Customer Service, Loans, Portfolio Management, Treasury Management, Mortgage Lending, Consumer Lending, Lines Of Credit, Asset Based Lending, SBA, Financial Analysis, Finance, Loan Origination, Relationship Management, Credit Risk
Education
University of Minnesota - Carlson School of Management 1998 — 2000
B.S., Finance
Wells Fargo April 2013 - Present
Wells Fargo Bank, N.A. January 2011 - April 2013
M & I Bank January 2008 - January 2011
Wells Fargo Bank August 2002 - January 2008
Fidelity Bank 2000 - 2002
Skills
Credit Analysis, Credit, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Customer Service, Loans, Portfolio Management, Treasury Management, Mortgage Lending, Consumer Lending, Lines Of Credit, Asset Based Lending, SBA, Financial Analysis, Finance, Loan Origination, Relationship Management, Credit Risk
Education
University of Minnesota - Carlson School of Management 1998 — 2000
B.S., Finance
Michael Gaynor Michael Gaynor's Wells Fargo Experience 1990 - 1993
Job Risk management at FDIC
Industry Financial Services
Experience
FDIC May 2010 - Present
Minneapolis Financial Group April 2009 - April 2010
US Bank January 1999 - September 2008
U S Bank 1993 - 2008
US Bank May 1993 - December 1998
Wells Fargo 1990 - 1993
KPMG Audit 1986 - 1989
Education
University of Minnesota - Carlson School of Management 1990 — 1993
MBA, Finance
University of Wisconsin-Madison - School of Business
BBA, Accounting
FDIC May 2010 - Present
Minneapolis Financial Group April 2009 - April 2010
US Bank January 1999 - September 2008
U S Bank 1993 - 2008
US Bank May 1993 - December 1998
Wells Fargo 1990 - 1993
KPMG Audit 1986 - 1989
Education
University of Minnesota - Carlson School of Management 1990 — 1993
MBA, Finance
University of Wisconsin-Madison - School of Business
BBA, Accounting
Randy Eidem Randy Eidem's Wells Fargo Experience June 2015 - Present
Job Business Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
Wells Fargo October 2014 - December 2014
Securian Financial Group March 2014 - July 2014
Target November 2013 - January 2014
RBC July 2013 - August 2013
LifeTouch October 2012 - July 2013
Rust Consulting January 2012 - August 2012
Fortune 50 Company September 2009 - December 2011
Fortune 500 Company 2007 - 2008
Skills
Business Analysis, Business Process, Vendor Management, SDLC, Quality Assurance, Process Improvement, Business Process..., Project Management, Software Project..., Business Intelligence, Program Management, Visio, Requirements Gathering, Business Requirements, CRM, PMP, Management, PMO, Requirements Analysis, Project Portfolio..., Strategy
Education
University of Minnesota - Carlson School of Management 1974 — 1983
Bachelor of Science (BS), Accounting
University of Minnesota - Carlson School of Management 1974 — 1983
Master of Business Administration (MBA), Finance, General
Wells Fargo June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
Wells Fargo October 2014 - December 2014
Securian Financial Group March 2014 - July 2014
Target November 2013 - January 2014
RBC July 2013 - August 2013
LifeTouch October 2012 - July 2013
Rust Consulting January 2012 - August 2012
Fortune 50 Company September 2009 - December 2011
Fortune 500 Company 2007 - 2008
Skills
Business Analysis, Business Process, Vendor Management, SDLC, Quality Assurance, Process Improvement, Business Process..., Project Management, Software Project..., Business Intelligence, Program Management, Visio, Requirements Gathering, Business Requirements, CRM, PMP, Management, PMO, Requirements Analysis, Project Portfolio..., Strategy
Education
University of Minnesota - Carlson School of Management 1974 — 1983
Bachelor of Science (BS), Accounting
University of Minnesota - Carlson School of Management 1974 — 1983
Master of Business Administration (MBA), Finance, General
M John Evans M John Evans's Wells Fargo Experience August 2014 - Present
Job Project Manager 5
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
UnitedHealth Group May 2012 - August 2014
Anthem August 2008 - April 2012
UnitedHealth Group September 2001 - July 2008
Accenture July 1996 - August 2001
Skills
Healthcare, Business Analysis, Cross-functional Team..., Business Process, Program Management, Project Management, Business Process..., Project Portfolio..., Analysis, Account Management, Process Improvement, Training, Coaching, Management, Requirements Gathering, Operations Management, Leadership, Call Centers, PMO
Education
University of Minnesota - Carlson School of Management 1993 — 1996
Masters in Business Administration (MBA), MBA
University of Saint Thomas - School of Business
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
Villanova University 2012 — 2013
Certified Lean Six Sigma Black Belt (CLSSBB)
Project Management Institute 2011 — 2011
Certified Project Management Professional (PMP)
Wells Fargo August 2014 - Present
UnitedHealth Group May 2012 - August 2014
Anthem August 2008 - April 2012
UnitedHealth Group September 2001 - July 2008
Accenture July 1996 - August 2001
Skills
Healthcare, Business Analysis, Cross-functional Team..., Business Process, Program Management, Project Management, Business Process..., Project Portfolio..., Analysis, Account Management, Process Improvement, Training, Coaching, Management, Requirements Gathering, Operations Management, Leadership, Call Centers, PMO
Education
University of Minnesota - Carlson School of Management 1993 — 1996
Masters in Business Administration (MBA), MBA
University of Saint Thomas - School of Business
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
Villanova University 2012 — 2013
Certified Lean Six Sigma Black Belt (CLSSBB)
Project Management Institute 2011 — 2011
Certified Project Management Professional (PMP)
Jesse Tannuzzo, CPA Jesse Tannuzzo, CPA's Wells Fargo Experience September 2015 - Present
Job Assistant Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2015 - Present
Wells Fargo March 2014 - September 2015
Wells Fargo March 2013 - February 2014
Deloitte & Touche LLP September 2010 - March 2013
Social Capital May 2009 - January 2012
Education
University of Minnesota - Carlson School of Management 2005 — 2010
BSB, Accounting and Finance
Wells Fargo September 2015 - Present
Wells Fargo March 2014 - September 2015
Wells Fargo March 2013 - February 2014
Deloitte & Touche LLP September 2010 - March 2013
Social Capital May 2009 - January 2012
Education
University of Minnesota - Carlson School of Management 2005 — 2010
BSB, Accounting and Finance
Robert Barrett, CFA Robert Barrett, CFA's Wells Fargo Experience April 2008 - January 2012
Job Associate Director at Galliard Capital Management
Industry Banking
Experience
Galliard Capital Management January 2012 - Present
Wells Fargo April 2008 - January 2012
Wells Fargo July 2004 - April 2008
Skills
Portfolio Management, Fixed Income, Capital Markets, Analysis, Trading
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA, Finance
University of Minnesota - Carlson School of Management 2000 — 2004
BSB, Finance, Risk Management, Marketing
Galliard Capital Management January 2012 - Present
Wells Fargo April 2008 - January 2012
Wells Fargo July 2004 - April 2008
Skills
Portfolio Management, Fixed Income, Capital Markets, Analysis, Trading
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA, Finance
University of Minnesota - Carlson School of Management 2000 — 2004
BSB, Finance, Risk Management, Marketing
Sherry Gorman Sherry Gorman's Wells Fargo Experience January 2003 - January 2005
Job Project Manager at Prime Therapeutics
Industry Information Technology and Services
Experience
Prime Therapeutics August 2014 - January 2015
Prime Therapeutics March 2014 - July 2014
Prime Therapeutics December 2013 - March 2014
UnitedHealth Group January 2012 - July 2012
UnitedHealth Group July 2011 - December 2011
National Marrow Donor Program January 2011 - May 2011
Feed My Starving Children April 2008 - September 2010
Wells Fargo Home Mortgage March 2005 - September 2007
Wells Fargo January 2003 - January 2005
Minnesota Supreme Court June 1999 - September 2001
Skills
Project Management, Business Analysis, Process Improvement, Program Management, Team Leadership, Management Consulting, Agile & Waterfall..., Public Speaking, Training, Business Strategy, Coaching, Strategic Planning, Consulting, Technical Documentation, Document Imaging, System Integration..., Compliance
Education
University of Minnesota - Carlson School of Management 1981 — 1984
Bachelor of Science in Business and MIS, Managment Information Systems
Golden Valley Lutheran College 1979 — 1981
Associate of Arts, Accounting
Prime Therapeutics August 2014 - January 2015
Prime Therapeutics March 2014 - July 2014
Prime Therapeutics December 2013 - March 2014
UnitedHealth Group January 2012 - July 2012
UnitedHealth Group July 2011 - December 2011
National Marrow Donor Program January 2011 - May 2011
Feed My Starving Children April 2008 - September 2010
Wells Fargo Home Mortgage March 2005 - September 2007
Wells Fargo January 2003 - January 2005
Minnesota Supreme Court June 1999 - September 2001
Skills
Project Management, Business Analysis, Process Improvement, Program Management, Team Leadership, Management Consulting, Agile & Waterfall..., Public Speaking, Training, Business Strategy, Coaching, Strategic Planning, Consulting, Technical Documentation, Document Imaging, System Integration..., Compliance
Education
University of Minnesota - Carlson School of Management 1981 — 1984
Bachelor of Science in Business and MIS, Managment Information Systems
Golden Valley Lutheran College 1979 — 1981
Associate of Arts, Accounting
Sawyer Brown Sawyer Brown's Wells Fargo Experience May 2014 - August 2014
Job Associate Financial Analyst Corporate Planning and Analysis at Ecolab
Industry Financial Services
Experience
Ecolab June 2015 - Present
Wells Fargo May 2014 - August 2014
Northwestern Mutual May 2013 - September 2013
Skills
Outlook, Entrepreneurship, Financial Accounting, Public Speaking, Sales, Market Research
Education
Carlson School of Management 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Ecolab June 2015 - Present
Wells Fargo May 2014 - August 2014
Northwestern Mutual May 2013 - September 2013
Skills
Outlook, Entrepreneurship, Financial Accounting, Public Speaking, Sales, Market Research
Education
Carlson School of Management 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Joseph Sabroski's Wells Fargo Experience August 2013 - Present
Job Journalist & Financial Consultant
Industry Online Media
Experience
Wells Fargo August 2013 - Present
Independent January 2013 - Present
Al Jazeera Media Network January 2013 - May 2013
University of Minnesota - McNamara Academic Center September 2011 - December 2012
Wells Fargo May 2012 - August 2012
The Signature Quartet August 2010 - August 2012
Christian Eggert Violins, Ltd December 2009 - September 2011
America Reads, University of Minnesota September 2010 - May 2011
Skills
Finance, Teaching, Microsoft Excel, Nonprofits, Public Speaking, Entrepreneurship, Music, Writing, Time Management, Online Media, Online Journalism, Teamwork, Microsoft Office, Microsoft Word, Leadership, PowerPoint, Customer Service
Education
University of Minnesota - Carlson School of Management 2009 — 2013
BSB, Finance
East Sr. High School 2005 — 2009
Wells Fargo August 2013 - Present
Independent January 2013 - Present
Al Jazeera Media Network January 2013 - May 2013
University of Minnesota - McNamara Academic Center September 2011 - December 2012
Wells Fargo May 2012 - August 2012
The Signature Quartet August 2010 - August 2012
Christian Eggert Violins, Ltd December 2009 - September 2011
America Reads, University of Minnesota September 2010 - May 2011
Skills
Finance, Teaching, Microsoft Excel, Nonprofits, Public Speaking, Entrepreneurship, Music, Writing, Time Management, Online Media, Online Journalism, Teamwork, Microsoft Office, Microsoft Word, Leadership, PowerPoint, Customer Service
Education
University of Minnesota - Carlson School of Management 2009 — 2013
BSB, Finance
East Sr. High School 2005 — 2009
Galina Sidorova Galina Sidorova's Wells Fargo Experience July 2015 - Present
Job Financial Analyst
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Credit, Banking, Portfolio Management, Business Strategy, Underwriting, Financial Risk, Finance, Financial Reporting, Cash Flow, Corporate Finance, Credit Risk, Risk Management, Commercial Banking
Education
University of Minnesota - Carlson School of Management 2007 — 2010
Finance, Finance, General
Informācijas Sistēmu Menedžmenta Augstskola, Riga, Latvia
Wells Fargo July 2015 - Present
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Credit, Banking, Portfolio Management, Business Strategy, Underwriting, Financial Risk, Finance, Financial Reporting, Cash Flow, Corporate Finance, Credit Risk, Risk Management, Commercial Banking
Education
University of Minnesota - Carlson School of Management 2007 — 2010
Finance, Finance, General
Informācijas Sistēmu Menedžmenta Augstskola, Riga, Latvia
Philip Pundsack Philip Pundsack's Wells Fargo Experience July 2005 - September 2005
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Lifetime Fitness Inc October 2009 - May 2013
Wells Fargo July 2005 - September 2005
Quality Care Services January 2004 - May 2005
Skills
Sales, Salesforce Interface, Sales Process, Sales Presentations, Customer Service..., Health, Wellness, and..., MN Insurance License:..., German, Microsoft Office, Interpersonal Skill, Team Leadership, Superior Work Ethic, Compelling Communicator, Conflict Resolution, Empathy, Adaptability, Detail Oriented, Multitasking Skills, Self-driven, Collaboration Skills, Solution Development..., Goal Oriented, Positive Energy
Education
University of Minnesota - Carlson School of Management 2005 — 2009
B.S., Marketing
Vienna University of Economics and Business 2008 — 2008
Carlson International Exchange
University of Minnesota-Twin Cities 2003 — 2007
B.A., Psychology
Lifetime Fitness Inc October 2009 - May 2013
Wells Fargo July 2005 - September 2005
Quality Care Services January 2004 - May 2005
Skills
Sales, Salesforce Interface, Sales Process, Sales Presentations, Customer Service..., Health, Wellness, and..., MN Insurance License:..., German, Microsoft Office, Interpersonal Skill, Team Leadership, Superior Work Ethic, Compelling Communicator, Conflict Resolution, Empathy, Adaptability, Detail Oriented, Multitasking Skills, Self-driven, Collaboration Skills, Solution Development..., Goal Oriented, Positive Energy
Education
University of Minnesota - Carlson School of Management 2005 — 2009
B.S., Marketing
Vienna University of Economics and Business 2008 — 2008
Carlson International Exchange
University of Minnesota-Twin Cities 2003 — 2007
B.A., Psychology
Jon Maier Jon Maier's Wells Fargo Experience December 2004 - August 2008
Job Vice President, Small Business Banking at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank May 2015 - June 2015
BMO Harris Bank August 2008 - April 2015
Wells Fargo December 2004 - August 2008
Associates Plus Title July 2002 - September 2004
Century Bank September 1998 - August 2002
McDonald's Corporation July 1995 - November 1999
Skills
Banking, Credit, Leadership, Small Business Lending, Sales Management, Customer Relations, Coaching
Education
University of Minnesota - Carlson School of Management 1999 — 2003
Bachelor of Science in Business, Finance and Economics
BMO Harris Bank May 2015 - June 2015
BMO Harris Bank August 2008 - April 2015
Wells Fargo December 2004 - August 2008
Associates Plus Title July 2002 - September 2004
Century Bank September 1998 - August 2002
McDonald's Corporation July 1995 - November 1999
Skills
Banking, Credit, Leadership, Small Business Lending, Sales Management, Customer Relations, Coaching
Education
University of Minnesota - Carlson School of Management 1999 — 2003
Bachelor of Science in Business, Finance and Economics
Sam Renikoff's Wells Fargo Experience May 2014 - August 2014
Job Investment Banking Intern at Greene Holcomb Fisher
Industry
Experience
Greene Holcomb Fisher September 2015 - Present
Washburn High School January 2014 - Present
U.S. Bank June 2015 - August 2015
Wells Fargo May 2014 - August 2014
Washburn High School January 2013 - January 2014
Sports Authority May 2013 - August 2013
City of Minneapolis June 2011 - August 2013
Skills
Sales, Time Management, Team Leadership, Teamwork, Customer Service, Coaching, Financial Accounting, Business Statistics, Research, Retail Banking, Finance, Writing, Project Management, Accounting, Internal Audit
Education
University of Minnesota - Carlson School of Management 2013 — 2016
Bachelor of Science in Business, Accounting and Finance, Senior
Miami University 2012 — 2012
History
Greene Holcomb Fisher September 2015 - Present
Washburn High School January 2014 - Present
U.S. Bank June 2015 - August 2015
Wells Fargo May 2014 - August 2014
Washburn High School January 2013 - January 2014
Sports Authority May 2013 - August 2013
City of Minneapolis June 2011 - August 2013
Skills
Sales, Time Management, Team Leadership, Teamwork, Customer Service, Coaching, Financial Accounting, Business Statistics, Research, Retail Banking, Finance, Writing, Project Management, Accounting, Internal Audit
Education
University of Minnesota - Carlson School of Management 2013 — 2016
Bachelor of Science in Business, Accounting and Finance, Senior
Miami University 2012 — 2012
History
Stacia Rogers's Wells Fargo Experience December 2003 - December 2010
Job PineBridge Investments Private Funds Group
Industry Investment Management
Experience
PineBridge Investments June 2014 - Present
Knighthead Capital LLC May 2012 - May 2014
Lazard Asset Management January 2011 - May 2012
Wells Fargo December 2003 - December 2010
Skills
Alternative Investments, Hedge Funds, Investor Relations, Investment Research, MBA, Series 7, Series 63, CAIA, Pension Funds, Product Specialists, Due Diligence, Capital Markets
Education
University of Minnesota - Carlson School of Management 2005 — 2008
MBA, Finance
University of Minnesota-Twin Cities 1998 — 2002
BSB, Finance
PineBridge Investments June 2014 - Present
Knighthead Capital LLC May 2012 - May 2014
Lazard Asset Management January 2011 - May 2012
Wells Fargo December 2003 - December 2010
Skills
Alternative Investments, Hedge Funds, Investor Relations, Investment Research, MBA, Series 7, Series 63, CAIA, Pension Funds, Product Specialists, Due Diligence, Capital Markets
Education
University of Minnesota - Carlson School of Management 2005 — 2008
MBA, Finance
University of Minnesota-Twin Cities 1998 — 2002
BSB, Finance
Hans Storvick Hans Storvick's Wells Fargo Experience 2007 - 2007
Job Senior International Tax Analyst at General Mills
Industry Accounting
Experience
General Mills August 2012 - Present
University of Minnesota Medical School May 2011 - August 2012
Ernst & Young January 2010 - May 2011
Ernst & Young 2009 - 2010
University of Minnesota Athletics Department 2009 - 2009
Wells Fargo 2007 - 2007
Skills
Accounting, Auditing, Time Management, CPA, Tax, GAAP, International Tax, Management, Sarbanes-Oxley Act, US GAAP, Customer Service, Financial Analysis, Leadership, Public Speaking, Microsoft Office
Education
University of Minnesota-Twin Cities 2008 — 2009
M.Ed, Sport Management
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor, Accounting
General Mills August 2012 - Present
University of Minnesota Medical School May 2011 - August 2012
Ernst & Young January 2010 - May 2011
Ernst & Young 2009 - 2010
University of Minnesota Athletics Department 2009 - 2009
Wells Fargo 2007 - 2007
Skills
Accounting, Auditing, Time Management, CPA, Tax, GAAP, International Tax, Management, Sarbanes-Oxley Act, US GAAP, Customer Service, Financial Analysis, Leadership, Public Speaking, Microsoft Office
Education
University of Minnesota-Twin Cities 2008 — 2009
M.Ed, Sport Management
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor, Accounting
Haitao Xiong Haitao Xiong's Wells Fargo Experience December 2013 - Present
Job Analyst at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Wells Fargo Bank September 2008 - December 2013
Wells Fargo April 2006 - August 2008
Wells Fargo April 2003 - April 2006
Wells Fargo May 2000 - April 2003
Skills
VBA, Mergers & Acquisitions, SQL, Visio, ASP.NET, VB.NET, VBScript, SharePoint..., SharePoint, SharePoint Designer
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor of Science (BS), MIS
Wells Fargo December 2013 - Present
Wells Fargo Bank September 2008 - December 2013
Wells Fargo April 2006 - August 2008
Wells Fargo April 2003 - April 2006
Wells Fargo May 2000 - April 2003
Skills
VBA, Mergers & Acquisitions, SQL, Visio, ASP.NET, VB.NET, VBScript, SharePoint..., SharePoint, SharePoint Designer
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor of Science (BS), MIS
Janeile Smith Janeile Smith's Wells Fargo Experience December 2009 - October 2011
Job Human Resources Representative at Ecolab
Industry Human Resources
Experience
Ecolab September 2015 - Present
Ecolab December 2014 - Present
Ecolab February 2014 - December 2014
Travelers November 2013 - February 2014
Travelers October 2012 - November 2013
Karla Mitchell State Farm Agency October 2011 - January 2013
Wells Fargo December 2009 - October 2011
Wells Fargo December 2009 - October 2011
Maurices January 2010 - May 2010
Skills
Human Resources, Microsoft Office, Event Planning, HRIS, Health Insurance, Written & Oral..., Retail Banking, Life Insurance, Property & Casualty..., Organizational..., Value Selling
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Arts (MA), Human Resources and Industrial Relations
University of Minnesota-Duluth 2008 — 2011
Bachelor of Business Administration (BBA), Human Resources Management
Ecolab September 2015 - Present
Ecolab December 2014 - Present
Ecolab February 2014 - December 2014
Travelers November 2013 - February 2014
Travelers October 2012 - November 2013
Karla Mitchell State Farm Agency October 2011 - January 2013
Wells Fargo December 2009 - October 2011
Wells Fargo December 2009 - October 2011
Maurices January 2010 - May 2010
Skills
Human Resources, Microsoft Office, Event Planning, HRIS, Health Insurance, Written & Oral..., Retail Banking, Life Insurance, Property & Casualty..., Organizational..., Value Selling
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Arts (MA), Human Resources and Industrial Relations
University of Minnesota-Duluth 2008 — 2011
Bachelor of Business Administration (BBA), Human Resources Management
James Mastroianna James Mastroianna's Wells Fargo Experience July 2013 - Present
Job Assistant Vice President Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo August 2010 - July 2013
Wells Fargo Securities May 2006 - July 2010
Wells Fargo April 2004 - May 2006
Skills
Financial Analysis, Financial Modeling, Loan Structuring, Credit Analysis, Underwriting, Distressed Debt, Due Diligence, Capital Markets, Financial Structuring, Credit, Portfolio Management
Education
University of Minnesota - Carlson School of Management 2001 — 2005
Bachelor of Science, Finance and Management
Wells Fargo July 2013 - Present
Wells Fargo August 2010 - July 2013
Wells Fargo Securities May 2006 - July 2010
Wells Fargo April 2004 - May 2006
Skills
Financial Analysis, Financial Modeling, Loan Structuring, Credit Analysis, Underwriting, Distressed Debt, Due Diligence, Capital Markets, Financial Structuring, Credit, Portfolio Management
Education
University of Minnesota - Carlson School of Management 2001 — 2005
Bachelor of Science, Finance and Management
Melissa Garrity Melissa Garrity's Wells Fargo Experience 1987 - 2004
Job Classical Homeopath at Melissa Garrity Homeopathy
Industry Health, Wellness and Fitness
Experience
Melissa Garrity Homeopathy April 2015 - Present
nutraMetrix July 2007 - Present
Self Employed February 2007 - Present
Market America 2007 - Present
Independent Brokers Realty 2003 - 2010
Wells Fargo 1987 - 2004
Education
University of Minnesota - Carlson School of Management
BSB, Marketign and Human Resource Management
Melissa Garrity Homeopathy April 2015 - Present
nutraMetrix July 2007 - Present
Self Employed February 2007 - Present
Market America 2007 - Present
Independent Brokers Realty 2003 - 2010
Wells Fargo 1987 - 2004
Education
University of Minnesota - Carlson School of Management
BSB, Marketign and Human Resource Management
Kristin Staffanson Kristin Staffanson's Wells Fargo Experience November 2013 - Present
Job Vice President, Research and Technical Consulting, Institutional Retirement and Trust at Wells Fargo
Industry Retail
Experience
Wells Fargo November 2013 - Present
CVS Health 2014 - 2015
CVS Health 2014 - 2015
Regis Corporation October 2005 - November 2013
Henson & Efron, P.A. 2003 - 2005
Parsinen Kaplan Rosberg & Gotlieb 2002 - 2004
Briggs & Morgan 2001 - 2003
Mayer Brown October 1997 - January 2000
Krass Monroe, P.A. 2000 - 2000
Deloitte & Touche January 1994 - September 1997
Skills
Executive Compensation, Legal Research, ERISA, Corporate Law, Writing, Corporate Governance, Editing, Research, Executive Pay, Legal Compliance, Legal Writing, Employment Law, Tax Law, Litigation, Tax, Accounting, Customer Service
Education
University of Minnesota Law School 1992 — 1995
J.D., cum laude
University of Minnesota - Carlson School of Management 1988 — 1992
B.S., Finance
Wells Fargo November 2013 - Present
CVS Health 2014 - 2015
CVS Health 2014 - 2015
Regis Corporation October 2005 - November 2013
Henson & Efron, P.A. 2003 - 2005
Parsinen Kaplan Rosberg & Gotlieb 2002 - 2004
Briggs & Morgan 2001 - 2003
Mayer Brown October 1997 - January 2000
Krass Monroe, P.A. 2000 - 2000
Deloitte & Touche January 1994 - September 1997
Skills
Executive Compensation, Legal Research, ERISA, Corporate Law, Writing, Corporate Governance, Editing, Research, Executive Pay, Legal Compliance, Legal Writing, Employment Law, Tax Law, Litigation, Tax, Accounting, Customer Service
Education
University of Minnesota Law School 1992 — 1995
J.D., cum laude
University of Minnesota - Carlson School of Management 1988 — 1992
B.S., Finance
Loren Brandon Loren Brandon's Wells Fargo Experience May 2012 - August 2012
Job Production and Operations Analyst at Ultra Petroleum
Industry Oil & Energy
Experience
Ultra Petroleum July 2014 - Present
Chipotle Mexican Grill May 2013 - July 2014
University of Minnesota August 2009 - March 2013
Wells Fargo May 2012 - August 2012
UBS May 2011 - August 2011
Ultra Petroleum 2010 - 2010
Skills
Financial Modeling, Finance, Microsoft Excel, Analysis, Financial Analysis, Valuation, Corporate Finance, Economics, Negotiation, Data Analysis, Leadership, Project Management
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science (BS), Minors in Accounting and Economic Theory, Finance, General
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Ultra Petroleum July 2014 - Present
Chipotle Mexican Grill May 2013 - July 2014
University of Minnesota August 2009 - March 2013
Wells Fargo May 2012 - August 2012
UBS May 2011 - August 2011
Ultra Petroleum 2010 - 2010
Skills
Financial Modeling, Finance, Microsoft Excel, Analysis, Financial Analysis, Valuation, Corporate Finance, Economics, Negotiation, Data Analysis, Leadership, Project Management
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science (BS), Minors in Accounting and Economic Theory, Finance, General
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Olivia Hendrickx's Wells Fargo Experience June 2013 - Present
Job Senior Auditor, Wells Fargo
Industry Accounting
Experience
Wells Fargo June 2013 - Present
Wells Fargo June 2012 - August 2012
Minnesota Twins March 2011 - December 2011
Skills
Auditing, Leadership, Financial Analysis, Accounting, Teamwork
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Accounting and Finance
Wells Fargo June 2013 - Present
Wells Fargo June 2012 - August 2012
Minnesota Twins March 2011 - December 2011
Skills
Auditing, Leadership, Financial Analysis, Accounting, Teamwork
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Accounting and Finance
Sean Olmstead Sean Olmstead's Wells Fargo Experience 2000 - 2005
Job Vice President, Asset Based Finance at U.S. Bank
Industry Financial Services
Experience
U.S. Bank February 2013 - Present
BMO Harris Bank June 2012 - February 2013
BMO Harris Bank, a part of BMO Financial Group July 2011 - October 2012
M&I Bank December 2005 - July 2011
Wells Fargo 2000 - 2005
Skills
Commercial Lending, Commercial Credit, Financial Analysis, Commercial Banking, Asset Based Lending, Underwriting, Credit, Credit Analysis, Middle Market, Forecasting, Budgeting, Cash Flow, Lines Of Credit, Small Business Lending, Financial Risk, Cash Management, Budgets, Loans, Portfolio Management, Banking, Finance
Education
University of Minnesota - Carlson School of Management 1991 — 1995
Bachelor of Science, Accounting
U.S. Bank February 2013 - Present
BMO Harris Bank June 2012 - February 2013
BMO Harris Bank, a part of BMO Financial Group July 2011 - October 2012
M&I Bank December 2005 - July 2011
Wells Fargo 2000 - 2005
Skills
Commercial Lending, Commercial Credit, Financial Analysis, Commercial Banking, Asset Based Lending, Underwriting, Credit, Credit Analysis, Middle Market, Forecasting, Budgeting, Cash Flow, Lines Of Credit, Small Business Lending, Financial Risk, Cash Management, Budgets, Loans, Portfolio Management, Banking, Finance
Education
University of Minnesota - Carlson School of Management 1991 — 1995
Bachelor of Science, Accounting
Monica Crocker's Wells Fargo Experience June 2014 - Present
Job Group Records Coordinator at Wells Fargo
Industry Food Production
Experience
Wells Fargo June 2014 - Present
ARMA International 2010 - Present
AIIM International 1999 - Present
Land O'Lakes March 2010 - June 2014
Land o'Lakes January 2010 - April 2010
Genus Technologies August 2008 - January 2010
State of MN Department of Human Services 2001 - 2008
The Macro Group 1999 - 2000
IMERGE Consulting 1991 - 1999
Skills
Information Governance, Records Management, Enterprise Content..., Business Process..., Project Management, Taxonomy, Information Management, Document Management, Content Management, Business Analysis, SharePoint, Knowledge Management, Business Process..., Process Improvement, Governance, Strategic Planning
Education
University of Minnesota - Carlson School of Management 1983 — 1988
Bachelor of Science, Marketing
Wells Fargo June 2014 - Present
ARMA International 2010 - Present
AIIM International 1999 - Present
Land O'Lakes March 2010 - June 2014
Land o'Lakes January 2010 - April 2010
Genus Technologies August 2008 - January 2010
State of MN Department of Human Services 2001 - 2008
The Macro Group 1999 - 2000
IMERGE Consulting 1991 - 1999
Skills
Information Governance, Records Management, Enterprise Content..., Business Process..., Project Management, Taxonomy, Information Management, Document Management, Content Management, Business Analysis, SharePoint, Knowledge Management, Business Process..., Process Improvement, Governance, Strategic Planning
Education
University of Minnesota - Carlson School of Management 1983 — 1988
Bachelor of Science, Marketing
Michael Kenefick's Wells Fargo Experience May 2007 - August 2007
Job Partner at Kenex Holdings
Industry Venture Capital & Private Equity
Experience
Kenex Holdings July 2013 - Present
Wind Point Partners August 2011 - July 2013
Lazard July 2008 - August 2011
Wells Fargo May 2007 - August 2007
Franklin Capital Partners June 2006 - May 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Investment Banking, Investments, Mergers, Equities, Venture Capital, LBO, Alternative Investments, Bloomberg, Capital Markets, Corporate Development, Competitive Analysis, DCF, Business Strategy, Microsoft Excel, M&A experience, Mergers & Acquisitions, Equity Research
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Finance and Entrepreneurial Management
Kenex Holdings July 2013 - Present
Wind Point Partners August 2011 - July 2013
Lazard July 2008 - August 2011
Wells Fargo May 2007 - August 2007
Franklin Capital Partners June 2006 - May 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Investment Banking, Investments, Mergers, Equities, Venture Capital, LBO, Alternative Investments, Bloomberg, Capital Markets, Corporate Development, Competitive Analysis, DCF, Business Strategy, Microsoft Excel, M&A experience, Mergers & Acquisitions, Equity Research
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Finance and Entrepreneurial Management
Katie Kost's Wells Fargo Experience August 2015 - Present
Job Lead Process Analyst at Target
Industry Retail
Experience
Wells Fargo August 2015 - Present
Target February 2008 - August 2015
Target August 2005 - February 2008
SUPERVALU INC October 2002 - August 2005
Best Buy Co., Inc October 2000 - October 2002
The Pillsbury Company November 1999 - October 2000
Target December 1996 - November 1999
Target February 1999 - July 1999
R.J. Reynolds Tobacco Company April 1994 - November 1996
Coopers & Lybrand September 1992 - March 1994
Skills
Process Improvement, Retail, Business Analysis, Requirements Gathering, Project Management, Analysis, Cross-functional Team..., Finance, Budgets
Education
University of Minnesota - Carlson School of Management 1987 — 1992
Bachelor of Science (BS), Accounting with French Minor
Wells Fargo August 2015 - Present
Target February 2008 - August 2015
Target August 2005 - February 2008
SUPERVALU INC October 2002 - August 2005
Best Buy Co., Inc October 2000 - October 2002
The Pillsbury Company November 1999 - October 2000
Target December 1996 - November 1999
Target February 1999 - July 1999
R.J. Reynolds Tobacco Company April 1994 - November 1996
Coopers & Lybrand September 1992 - March 1994
Skills
Process Improvement, Retail, Business Analysis, Requirements Gathering, Project Management, Analysis, Cross-functional Team..., Finance, Budgets
Education
University of Minnesota - Carlson School of Management 1987 — 1992
Bachelor of Science (BS), Accounting with French Minor
Jayme Suiter's Wells Fargo Experience January 2007 - January 2008
Job Director, Professional Services at Accenture Mortgage Cadence
Industry Information Technology and Services
Experience
Prime Alliance Solutions, a Mortgage Cadence Company March 2013 - Present
Prime Alliance Solutions, Inc (Formerly known as Dexma) October 2009 - February 2013
Dexma January 2008 - October 2009
Wells Fargo January 2007 - January 2008
Skills
SDLC, Software Documentation, Business Analysis, Testing, Requirements Gathering, Training, Requirements Analysis, Vendor Management, Process Improvement, Business Process..., Management, Project Management, Business Process, Leadership, Quality Assurance
Education
University of Minnesota - Carlson School of Management 1998 — 2002
Bachelor of Science, Finance and Management Information Systems
University of Minnesota - Carlson School of Management 1998 — 2002
Bachelor of Science, Finance and Management Information Systems
Prime Alliance Solutions, a Mortgage Cadence Company March 2013 - Present
Prime Alliance Solutions, Inc (Formerly known as Dexma) October 2009 - February 2013
Dexma January 2008 - October 2009
Wells Fargo January 2007 - January 2008
Skills
SDLC, Software Documentation, Business Analysis, Testing, Requirements Gathering, Training, Requirements Analysis, Vendor Management, Process Improvement, Business Process..., Management, Project Management, Business Process, Leadership, Quality Assurance
Education
University of Minnesota - Carlson School of Management 1998 — 2002
Bachelor of Science, Finance and Management Information Systems
University of Minnesota - Carlson School of Management 1998 — 2002
Bachelor of Science, Finance and Management Information Systems
Mary Keel, MBA's Wells Fargo Experience October 2009 - October 2010
Job Senior Project Manager at McGladrey
Industry Information Technology and Services
Experience
McGladrey January 2014 - Present
Keel Corporation, Technology Consulting 2000 - October 2014
Fairview Health Services August 2012 - December 2013
OptumHealth October 2011 - May 2012
NMDP October 2010 - October 2011
Wells Fargo October 2009 - October 2010
State of Minnesota 2008 - 2008
Wells Fargo 2004 - 2007
Allina Hospitals & Clinics 2000 - 2004
St. Paul Companies 1995 - 2000
Skills
SDLC, Business Analysis, PMO, Visio, Process Improvement, Requirements Analysis, Vendor Management, Program Management, Project Management, MS Project, Agile Methodologies, Software Project..., Agile Project Management, Databases, Change Management, Data Warehousing, SharePoint, Requirements Gathering, Consulting, Integration, Information Technology, PMP, Project Portfolio...
Education
University of Minnesota - Carlson School of Management
B.S., Business / Economics
University of Minnesota - Carlson School of Management
M.B.A., Management Information Systems
McGladrey January 2014 - Present
Keel Corporation, Technology Consulting 2000 - October 2014
Fairview Health Services August 2012 - December 2013
OptumHealth October 2011 - May 2012
NMDP October 2010 - October 2011
Wells Fargo October 2009 - October 2010
State of Minnesota 2008 - 2008
Wells Fargo 2004 - 2007
Allina Hospitals & Clinics 2000 - 2004
St. Paul Companies 1995 - 2000
Skills
SDLC, Business Analysis, PMO, Visio, Process Improvement, Requirements Analysis, Vendor Management, Program Management, Project Management, MS Project, Agile Methodologies, Software Project..., Agile Project Management, Databases, Change Management, Data Warehousing, SharePoint, Requirements Gathering, Consulting, Integration, Information Technology, PMP, Project Portfolio...
Education
University of Minnesota - Carlson School of Management
B.S., Business / Economics
University of Minnesota - Carlson School of Management
M.B.A., Management Information Systems
Manoj Magavi's Wells Fargo Experience December 2001 - Present
Job VP Technology Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2001 - Present
TKI Consulting April 2000 - November 2001
Tata Consultancy Services November 1994 - March 2000
Skills
SDLC, Mortgage Lending, Business Analysis, Vendor Management, Requirements Analysis, SOA, Agile Methodologies, Process Improvement, Visio, IT Strategy, Business Intelligence
Education
University of Minnesota - Carlson School of Management 2006 — 2009
Master of Business Administration (MBA)
University of Karnataka, India
Bachelor of Engineering (B.E.)
Wells Fargo December 2001 - Present
TKI Consulting April 2000 - November 2001
Tata Consultancy Services November 1994 - March 2000
Skills
SDLC, Mortgage Lending, Business Analysis, Vendor Management, Requirements Analysis, SOA, Agile Methodologies, Process Improvement, Visio, IT Strategy, Business Intelligence
Education
University of Minnesota - Carlson School of Management 2006 — 2009
Master of Business Administration (MBA)
University of Karnataka, India
Bachelor of Engineering (B.E.)
Jenna Prchal's Wells Fargo Experience March 2004 - June 2010
Job at
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Prchal's Originals July 2012 - Present
Ameriprise Financial June 2010 - August 2012
Wells Fargo March 2004 - June 2010
Skills
Series 7, Financial Services, FINRA, Process Improvement, Risk Management
Education
University of Minnesota - Carlson School of Management 2003 — 2012
Bachelor of Science In Business, Finance and Financial Management Services
New Prague High School 1998 — 2002
Diploma
Ameriprise Financial Services, Inc. August 2012 - Present
Prchal's Originals July 2012 - Present
Ameriprise Financial June 2010 - August 2012
Wells Fargo March 2004 - June 2010
Skills
Series 7, Financial Services, FINRA, Process Improvement, Risk Management
Education
University of Minnesota - Carlson School of Management 2003 — 2012
Bachelor of Science In Business, Finance and Financial Management Services
New Prague High School 1998 — 2002
Diploma
Greg Guttormsson's Wells Fargo Experience June 2013 - Present
Job VP Global Banking Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Skills
Commercial Banking, Loans, Commercial Lending, Credit Analysis, Banking, Portfolio Management, Credit, Asset Based Lending, Lines Of Credit, Investments, Small Business Lending, Consumer Lending, Cash Management, Private Banking, Underwriting, Relationship Management, Commercial Mortgages, Treasury Management
Education
University of Minnesota - Carlson School of Management 2001 — 2001
MBA
Wells Fargo June 2013 - Present
Skills
Commercial Banking, Loans, Commercial Lending, Credit Analysis, Banking, Portfolio Management, Credit, Asset Based Lending, Lines Of Credit, Investments, Small Business Lending, Consumer Lending, Cash Management, Private Banking, Underwriting, Relationship Management, Commercial Mortgages, Treasury Management
Education
University of Minnesota - Carlson School of Management 2001 — 2001
MBA
Rich Schulte's Wells Fargo Experience September 2001 - May 2005
Job MBA Candidate | Strategic Thinker | Problem Solver
Industry Financial Services
Experience
American Refugee Committee & Questscope March 2015 - March 2015
Minnesota Army National Guard March 1996 - January 2015
NATO June 2011 - June 2012
Envoi, LLC August 2006 - March 2010
Crosswater September 2005 - August 2006
Wells Fargo September 2001 - May 2005
Wilshire Associates January 1999 - January 2000
State of Minnesota January 1999 - May 1999
Skills
Counterinsurgency, Leadership, Process Improvement, Strategic Planning, Project Management, Financial Analysis, Analysis, Program Management, Management, Consulting, Entrepreneurship, Training, Risk Management, Management Consulting, Project Planning, Policy, Organizational..., Change Management, Strategy, Fundraising, Leadership Development, Government, Team Leadership
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Masters of Business Administration., Emphases: Strategy Finance
University of Minnesota-Twin Cities 2007 — 2010
Additional Course work, Mathamatics
University of Minnesota-Twin Cities 1993 — 1999
Bachelor of Arts, Political Science
American Refugee Committee & Questscope March 2015 - March 2015
Minnesota Army National Guard March 1996 - January 2015
NATO June 2011 - June 2012
Envoi, LLC August 2006 - March 2010
Crosswater September 2005 - August 2006
Wells Fargo September 2001 - May 2005
Wilshire Associates January 1999 - January 2000
State of Minnesota January 1999 - May 1999
Skills
Counterinsurgency, Leadership, Process Improvement, Strategic Planning, Project Management, Financial Analysis, Analysis, Program Management, Management, Consulting, Entrepreneurship, Training, Risk Management, Management Consulting, Project Planning, Policy, Organizational..., Change Management, Strategy, Fundraising, Leadership Development, Government, Team Leadership
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Masters of Business Administration., Emphases: Strategy Finance
University of Minnesota-Twin Cities 2007 — 2010
Additional Course work, Mathamatics
University of Minnesota-Twin Cities 1993 — 1999
Bachelor of Arts, Political Science
Heidi Zeller's Wells Fargo Experience 2000 - 2008
Job Credit Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank 2008 - Present
Wells Fargo 2000 - 2008
Wells Fargo Bank 1999 - 2000
Wells Fargo Bank 1997 - 1999
Wells Fargo Bank 1995 - 1997
Skills
Asset Based Lending, Finance, Credit Analysis, Loans, Commercial Banking, Credit Risk, Banking, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1989 — 1992
Bachelor of Science (B.S.), Accounting
University of Minnesota-Duluth
Wells Fargo Bank 2008 - Present
Wells Fargo 2000 - 2008
Wells Fargo Bank 1999 - 2000
Wells Fargo Bank 1997 - 1999
Wells Fargo Bank 1995 - 1997
Skills
Asset Based Lending, Finance, Credit Analysis, Loans, Commercial Banking, Credit Risk, Banking, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1989 — 1992
Bachelor of Science (B.S.), Accounting
University of Minnesota-Duluth
Mary Dee LeMaire's Wells Fargo Experience January 2015 - Present
Job Compliance Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo Home Mortgage 2000 - Present
Skills
Credit, Mortgage Lending
Education
University of Minnesota - Carlson School of Management
Wells Fargo January 2015 - Present
Wells Fargo Home Mortgage 2000 - Present
Skills
Credit, Mortgage Lending
Education
University of Minnesota - Carlson School of Management
Jerry Westrum's Wells Fargo Experience Vice President SalesInvestment Rarities Inc.1980 - 1988
Job Compensation Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Vice President SalesInvestment Rarities Inc.1980 - 1988
Education
University of Minnesota - Carlson School of Management 1976 — 1992
Wells Fargo Vice President SalesInvestment Rarities Inc.1980 - 1988
Education
University of Minnesota - Carlson School of Management 1976 — 1992
Lisa Hirtzinger's Wells Fargo Experience 2001 - 2005
Job Director, Exam Development and Analysis at The Institute of Internal Auditors
Industry Nonprofit Organization Management
Experience
The Institute of Internal Auditors September 2011 - Present
The Institute of Internal Auditors January 2011 - August 2011
The Institute of Internal Auditors January 2010 - December 2010
The Instititute of Internal Auditors January 2008 - December 2009
The Institute of Internal Auditors November 2005 - December 2007
Wells Fargo 2001 - 2005
Ernst & Young 1998 - 2001
Skills
Internal Audit, Risk Management, Microsoft Excel, Risk Assessment, IT Audit, Enterprise Risk..., Leadership, Financial Risk, Strategy, Adult Education, Internal Controls, Nonprofits, Analysis, Auditing, Sarbanes-Oxley Act, Corporate Governance, Consulting, Governance, Process Improvement, Curriculum Development, Accounting, Policy
Education
University of Minnesota-Twin Cities 2005 — 2007
M.A., Human Resource Development
University of Minnesota - Carlson School of Management 2001 — 2003
MBA
University of St. Thomas 1994 — 1998
B.A., Accounting
The Institute of Internal Auditors September 2011 - Present
The Institute of Internal Auditors January 2011 - August 2011
The Institute of Internal Auditors January 2010 - December 2010
The Instititute of Internal Auditors January 2008 - December 2009
The Institute of Internal Auditors November 2005 - December 2007
Wells Fargo 2001 - 2005
Ernst & Young 1998 - 2001
Skills
Internal Audit, Risk Management, Microsoft Excel, Risk Assessment, IT Audit, Enterprise Risk..., Leadership, Financial Risk, Strategy, Adult Education, Internal Controls, Nonprofits, Analysis, Auditing, Sarbanes-Oxley Act, Corporate Governance, Consulting, Governance, Process Improvement, Curriculum Development, Accounting, Policy
Education
University of Minnesota-Twin Cities 2005 — 2007
M.A., Human Resource Development
University of Minnesota - Carlson School of Management 2001 — 2003
MBA
University of St. Thomas 1994 — 1998
B.A., Accounting
Kelli A. Hill , JD, CFP®'s Wells Fargo Experience July 2015 - Present
Job Regional Wealth Planning Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Carlson School of Management 2009 - Present
Wells Fargo August 2012 - July 2015
Fiduciary Counselling, Inc. August 2010 - August 2012
Fredrikson & Byron, PA December 2005 - September 2010
Mackall Crounse & Moore, PA 2001 - 2003
Deloitte 1998 - 2001
Skills
Estate Planning, Wills, Trusts, Estate Tax Planning, Tax, Board Governance, High Net Worth..., Leadership, Business Strategy, Corporate Governance, Corporate Law, Estate Law, Income Tax, Legal Research, Mergers, Multi-generational..., Public Speaking, Strategic Financial..., Succession Planning, Tax Law, Wealth Management, Wealth Management..., Financial Analysis, Financial Planning
Education
University of Minnesota Law School 1996 — 1998
JD
University of Minnesota - Carlson School of Management 1991 — 1995
BSBM, Marketing
Wells Fargo July 2015 - Present
Carlson School of Management 2009 - Present
Wells Fargo August 2012 - July 2015
Fiduciary Counselling, Inc. August 2010 - August 2012
Fredrikson & Byron, PA December 2005 - September 2010
Mackall Crounse & Moore, PA 2001 - 2003
Deloitte 1998 - 2001
Skills
Estate Planning, Wills, Trusts, Estate Tax Planning, Tax, Board Governance, High Net Worth..., Leadership, Business Strategy, Corporate Governance, Corporate Law, Estate Law, Income Tax, Legal Research, Mergers, Multi-generational..., Public Speaking, Strategic Financial..., Succession Planning, Tax Law, Wealth Management, Wealth Management..., Financial Analysis, Financial Planning
Education
University of Minnesota Law School 1996 — 1998
JD
University of Minnesota - Carlson School of Management 1991 — 1995
BSBM, Marketing
John Keil's Wells Fargo Experience June 2006 - Present
Job Client Service Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2006 - Present
US Bank March 2006 - May 2006
Kohls August 2004 - July 2005
THE DAILY CARDINAL May 2003 - July 2004
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Master of Business Administration, Finance Emphasis
University of Wisconsin-Madison 1999 — 2004
Bachelor of Business Administration, Accounting & Finance
Wells Fargo June 2006 - Present
US Bank March 2006 - May 2006
Kohls August 2004 - July 2005
THE DAILY CARDINAL May 2003 - July 2004
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Master of Business Administration, Finance Emphasis
University of Wisconsin-Madison 1999 — 2004
Bachelor of Business Administration, Accounting & Finance
Jeff Kletti, CFA's Wells Fargo Experience June 2014 - Present
Job Head of Investments Institutional Retirement and Trust at Wells Fargo
Industry Investment Management
Experience
Wells Fargo June 2014 - Present
Wells Fargo November 2010 - June 2014
Allianz October 2000 - October 2010
Fortis Financial Group April 1997 - October 2000
Investment Advisers Inc July 1993 - April 1997
Kemper Securities Inc 1987 - 1993
Education
University of Minnesota - Carlson School of Management 1998 — 1999
MBA, Finance
University of Wisconsin-Milwaukee - Lubar School of Business 1984 — 1988
BA, Finance
Wells Fargo June 2014 - Present
Wells Fargo November 2010 - June 2014
Allianz October 2000 - October 2010
Fortis Financial Group April 1997 - October 2000
Investment Advisers Inc July 1993 - April 1997
Kemper Securities Inc 1987 - 1993
Education
University of Minnesota - Carlson School of Management 1998 — 1999
MBA, Finance
University of Wisconsin-Milwaukee - Lubar School of Business 1984 — 1988
BA, Finance
Heidi Hawkins's Wells Fargo Experience January 2013 - Present
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Wells Fargo June 2012 - December 2012
Wells Fargo Bank June 2010 - June 2012
Cargill August 2009 - June 2010
Skills
Financial Analysis, Financial Modeling, Credit, Credit Analysis, Loans, Portfolio Management, Risk Management, Banking, Finance, Commercial Banking, Credit Risk
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Wells Fargo January 2013 - Present
Wells Fargo June 2012 - December 2012
Wells Fargo Bank June 2010 - June 2012
Cargill August 2009 - June 2010
Skills
Financial Analysis, Financial Modeling, Credit, Credit Analysis, Loans, Portfolio Management, Risk Management, Banking, Finance, Commercial Banking, Credit Risk
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Joe Steiner, CFA's Wells Fargo Experience January 2013 - Present
Job Investment Manager at Wells Fargo
Industry Investment Management
Experience
Wells Fargo January 2013 - Present
Wells Fargo October 2011 - Present
Wells Fargo September 2011 - January 2013
Lowry Hill June 2008 - September 2011
Lowry Hill June 2007 - May 2008
Skills
Investment Management, High Net Worth..., Equities, Investment Strategies, Portfolio Management, Asset Management, Financial Analysis, Wealth Management, Fixed Income, Alternative Investments, Asset Allocation, Investments, Financial Advisory, Investment Advisory, Mutual Funds
Education
University of Minnesota - Carlson School of Management 2004 — 2008
BS, Finance w/ Accounting minor
Wells Fargo January 2013 - Present
Wells Fargo October 2011 - Present
Wells Fargo September 2011 - January 2013
Lowry Hill June 2008 - September 2011
Lowry Hill June 2007 - May 2008
Skills
Investment Management, High Net Worth..., Equities, Investment Strategies, Portfolio Management, Asset Management, Financial Analysis, Wealth Management, Fixed Income, Alternative Investments, Asset Allocation, Investments, Financial Advisory, Investment Advisory, Mutual Funds
Education
University of Minnesota - Carlson School of Management 2004 — 2008
BS, Finance w/ Accounting minor
Jon Pogue's Wells Fargo Experience April 2011 - September 2012
Job Middle Market Portfolio Manager, VP
Industry Banking
Experience
Citizens Bank April 2014 - Present
U.S. Bank October 2012 - April 2014
Wells Fargo April 2011 - September 2012
Wells Fargo March 2010 - April 2011
Wells Fargo October 2009 - February 2010
Wells Fargo June 2007 - October 2009
Skills
Commercial Banking, Commercial Lending, Portfolio Management, Financial Analysis, Credit Analysis, Financial Modeling, Underwriting, Finance, Banking, Capital Markets, Credit, Cross Selling, Enterprise Valuation, Asset Based Lending, Financial Structuring, Forecasting, Treasury Management, Business Analysis, Risk Assessment, Analysis, Financial Risk, Mergers & Acquisitions, Training, Credit Risk, Cash Flow, Relationship Management, Corporate Finance, Due Diligence, Loans, Valuation
Education
University of Minnesota - Carlson School of Management 2003 — 2007
BSB, Finance
Wells Fargo 2009 — 2010
Credit Management Training Program
Citizens Bank April 2014 - Present
U.S. Bank October 2012 - April 2014
Wells Fargo April 2011 - September 2012
Wells Fargo March 2010 - April 2011
Wells Fargo October 2009 - February 2010
Wells Fargo June 2007 - October 2009
Skills
Commercial Banking, Commercial Lending, Portfolio Management, Financial Analysis, Credit Analysis, Financial Modeling, Underwriting, Finance, Banking, Capital Markets, Credit, Cross Selling, Enterprise Valuation, Asset Based Lending, Financial Structuring, Forecasting, Treasury Management, Business Analysis, Risk Assessment, Analysis, Financial Risk, Mergers & Acquisitions, Training, Credit Risk, Cash Flow, Relationship Management, Corporate Finance, Due Diligence, Loans, Valuation
Education
University of Minnesota - Carlson School of Management 2003 — 2007
BSB, Finance
Wells Fargo 2009 — 2010
Credit Management Training Program
Shawna Maryanovich's Wells Fargo Experience 2004 - Present
Job SVP, Infrastructure Product & Release Management at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2004 - Present
DBI 2002 - 2004
Computer Sciences Corporation 2000 - 2002
Arthur Andersen Business Consulting 1997 - 2000
Robert Half International 1995 - 1997
Skills
SDLC, Process Improvement, Business Analysis, Risk Management, Business Intelligence, Business Requirements, Vendor Management, Project Portfolio..., Business Process..., IT Strategy, Banking, Strategic Planning, Change Management, Financial Services, Business Process Design, Integration, Management Consulting, Consulting, IT Management, Solution Architecture, Process Engineering, Cross-functional Team..., Business Strategy, Release Management, Management, Product Management, Disaster Recovery, Relationship Management, Executive Management, Team Building, Business Process, Governance, Leadership, Enterprise Architecture
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (BS), Accounting and Business/Management
Wells Fargo 2004 - Present
DBI 2002 - 2004
Computer Sciences Corporation 2000 - 2002
Arthur Andersen Business Consulting 1997 - 2000
Robert Half International 1995 - 1997
Skills
SDLC, Process Improvement, Business Analysis, Risk Management, Business Intelligence, Business Requirements, Vendor Management, Project Portfolio..., Business Process..., IT Strategy, Banking, Strategic Planning, Change Management, Financial Services, Business Process Design, Integration, Management Consulting, Consulting, IT Management, Solution Architecture, Process Engineering, Cross-functional Team..., Business Strategy, Release Management, Management, Product Management, Disaster Recovery, Relationship Management, Executive Management, Team Building, Business Process, Governance, Leadership, Enterprise Architecture
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (BS), Accounting and Business/Management
Jason Schmit's Wells Fargo Experience March 2015 - Present
Job Vice President Senior Estate Advisory Specialist
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Skills
Estate Planning, Probate, Leases, Succession Planning, Contract Negotiation, Real Estate, Wills, Negotiation, Trusts, LLC, Corporate Law, Business Planning, Probation, Real Property, Commercial Real Estate, Corporate Governance, Real Estate Transactions
Education
University of Saint Thomas School of Law 2001 — 2004
J.D.
University of Minnesota - Carlson School of Management 1997 — 2001
BSB, Finance and Sport Management
Wells Fargo March 2015 - Present
Skills
Estate Planning, Probate, Leases, Succession Planning, Contract Negotiation, Real Estate, Wills, Negotiation, Trusts, LLC, Corporate Law, Business Planning, Probation, Real Property, Commercial Real Estate, Corporate Governance, Real Estate Transactions
Education
University of Saint Thomas School of Law 2001 — 2004
J.D.
University of Minnesota - Carlson School of Management 1997 — 2001
BSB, Finance and Sport Management
Mark D Feciskonin's Wells Fargo Experience 2004 - 2006
Job Affiliate at Affinity Ventures
Industry Investment Banking
Experience
Affinity Ventures January 2011 - Present
RMF Associates, LLC 2009 - Present
SunCal Companies 2008 - 2008
Wells Fargo 2004 - 2006
US Bank June 1999 - August 2004
Skills
Capital Markets, Budgets, Risk Management, Change Management, Analysis, Internal Audit, Banking, Auditing, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1999 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
University of Wisconsin-Milwaukee 1990 — 1995
Bachelor of Business Administration (BBA), Finance and Financial Management Services; Real Estate & Urban Development
Affinity Ventures January 2011 - Present
RMF Associates, LLC 2009 - Present
SunCal Companies 2008 - 2008
Wells Fargo 2004 - 2006
US Bank June 1999 - August 2004
Skills
Capital Markets, Budgets, Risk Management, Change Management, Analysis, Internal Audit, Banking, Auditing, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1999 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
University of Wisconsin-Milwaukee 1990 — 1995
Bachelor of Business Administration (BBA), Finance and Financial Management Services; Real Estate & Urban Development
Marcia Jaeb's Wells Fargo Experience March 1991 - July 1993
Job Tax Information Manager at US Bank
Industry Financial Services
Experience
US Bank August 2010 - Present
Deloitte Tax LLP December 2006 - July 2010
Vertex June 2002 - February 2006
Arthur Andersen LLP February 1994 - June 2002
Northwest Airlines July 1993 - February 1994
Wells Fargo March 1991 - July 1993
Arthur Andersen LLP November 1985 - March 1991
Skills
Accounting, Tax, Fixed Assets, Tax Preparation, Sarbanes-Oxley Act, Tax Returns, Auditing, Corporate Tax
Education
University of Minnesota - Carlson School of Management
BS, Accounting
US Bank August 2010 - Present
Deloitte Tax LLP December 2006 - July 2010
Vertex June 2002 - February 2006
Arthur Andersen LLP February 1994 - June 2002
Northwest Airlines July 1993 - February 1994
Wells Fargo March 1991 - July 1993
Arthur Andersen LLP November 1985 - March 1991
Skills
Accounting, Tax, Fixed Assets, Tax Preparation, Sarbanes-Oxley Act, Tax Returns, Auditing, Corporate Tax
Education
University of Minnesota - Carlson School of Management
BS, Accounting
Philip Stewart's Wells Fargo Experience August 2005 - August 2012
Job Director Defined Contribution Investment Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2012 - Present
Wells Fargo August 2005 - August 2012
Wells Fargo September 2001 - August 2005
Wells Fargo September 1996 - September 2001
Skills
Series 63, Mutual Funds, Leadership, Institutional..., Risk Management, Investments, 401k, Marketing, Series 7, Asset Allocation, Defined Contribution, Investment Advisory, Asset Management, Retirement, Retirement Planning, Financial Services
Education
University of St. Thomas - Opus College of Business 2004 — 2008
MBA, Finance and Marketing
University of Minnesota - Carlson School of Management 1996 — 2001
BA, Finance and Marketing
MFS Investment Management August 2012 - Present
Wells Fargo August 2005 - August 2012
Wells Fargo September 2001 - August 2005
Wells Fargo September 1996 - September 2001
Skills
Series 63, Mutual Funds, Leadership, Institutional..., Risk Management, Investments, 401k, Marketing, Series 7, Asset Allocation, Defined Contribution, Investment Advisory, Asset Management, Retirement, Retirement Planning, Financial Services
Education
University of St. Thomas - Opus College of Business 2004 — 2008
MBA, Finance and Marketing
University of Minnesota - Carlson School of Management 1996 — 2001
BA, Finance and Marketing
Nicole Liebsch's Wells Fargo Experience May 2007 - October 2010
Job Credit Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank October 2010 - April 2014
Wells Fargo May 2007 - October 2010
Carlson School of Management May 2005 - May 2008
Skills
Financial Analysis, Corporate Finance, Credit Analysis, Banking, Finance
Education
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Finance, International Business, Spanish
Wells Fargo Bank October 2010 - April 2014
Wells Fargo May 2007 - October 2010
Carlson School of Management May 2005 - May 2008
Skills
Financial Analysis, Corporate Finance, Credit Analysis, Banking, Finance
Education
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Finance, International Business, Spanish
Phil Schweitzer's Wells Fargo Experience 1997 - 2002
Job planning engineer at AWI/AMI
Industry Consumer Goods
Experience
AWI/AMI BuyerAero Systems Engineering2013 - 2013
Twin City Wire 2008 - 2009
3m CUNO September 2007 - September 2008
wells fargo 1997 - 2002
US Army 1979 - 1993
Skills
Supplier Quality, Manufacturing, Special Processes, Process Improvement, Program Management
Education
University of Minnesota - Carlson School of Management 1993 — 1996
bsb, Finance/Operations
AWI/AMI BuyerAero Systems Engineering2013 - 2013
Twin City Wire 2008 - 2009
3m CUNO September 2007 - September 2008
wells fargo 1997 - 2002
US Army 1979 - 1993
Skills
Supplier Quality, Manufacturing, Special Processes, Process Improvement, Program Management
Education
University of Minnesota - Carlson School of Management 1993 — 1996
bsb, Finance/Operations
Rhea Rochon's Wells Fargo Experience January 2013 - Present
Job Project Manager, VP at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Wells Fargo Bank June 2011 - December 2012
Wells Fargo Bank April 2010 - June 2011
Wells Fargo Bank September 2009 - April 2010
Wells Fargo May 2008 - September 2009
Wells Fargo Bank July 2007 - May 2008
Wells Fargo Bank October 2006 - July 2007
Wells Fargo Bank January 2006 - October 2006
Skills
Fluent Spanish, Loans, Cross Selling, Consumer Lending, Banking, Credit, Retail Banking, Relationship Management, Lines Of Credit, Commercial Lending, Loan Origination, Portfolio Management, Branch Banking, Management, Analysis, Risk Management, Customer Service, Finance, Financial Services, Leadership, Process Improvement, Sales, Team Building
Education
Curtis L. Carlson School of Management 2001 — 2005
Bachelor of Science, Business, Marketing
University of Minnesota 2001 — 2005
Bachelor of Science (B.S.), Marketing
University of Minnesota - Carlson School of Management 2001 — 2005
Bachelor of Science, Marketing
Wells Fargo January 2013 - Present
Wells Fargo Bank June 2011 - December 2012
Wells Fargo Bank April 2010 - June 2011
Wells Fargo Bank September 2009 - April 2010
Wells Fargo May 2008 - September 2009
Wells Fargo Bank July 2007 - May 2008
Wells Fargo Bank October 2006 - July 2007
Wells Fargo Bank January 2006 - October 2006
Skills
Fluent Spanish, Loans, Cross Selling, Consumer Lending, Banking, Credit, Retail Banking, Relationship Management, Lines Of Credit, Commercial Lending, Loan Origination, Portfolio Management, Branch Banking, Management, Analysis, Risk Management, Customer Service, Finance, Financial Services, Leadership, Process Improvement, Sales, Team Building
Education
Curtis L. Carlson School of Management 2001 — 2005
Bachelor of Science, Business, Marketing
University of Minnesota 2001 — 2005
Bachelor of Science (B.S.), Marketing
University of Minnesota - Carlson School of Management 2001 — 2005
Bachelor of Science, Marketing
Jackie Maxwell's Wells Fargo Experience August 1990 - October 2014
Job Owner at Soles to Soul Reflexology
Industry Banking
Experience
Soles to Soul Reflexology June 2014 - Present
J Maxwell Photography January 1982 - Present
Wells Fargo August 1990 - October 2014
Skills
Photography, Customer Service, Leadership Development, Program Management, Microsoft Office, Mac, PowerPoint, Team Leadership, Staff Development, Teaching, Social Networking, Team Building, Microsoft Word, Operations Management, Adobe Acrobat, Dreamweaver, Event Planning, Advertising, Outlook, Newsletters, Photoshop, Data Entry, Grant Writing, Management, Strategic Planning, Event Management, Social Media, Marketing, Leadership, Fundraising, Public Speaking
Education
University of Minnesota - Carlson School of Management 1983 — 1988
B.S., Business Administration
South Dakota State University, Brookings South Dakota 1973 — 1976
Associate of Arts (A.A.), Secretarial Science
Brookings High School
Soles to Soul Reflexology June 2014 - Present
J Maxwell Photography January 1982 - Present
Wells Fargo August 1990 - October 2014
Skills
Photography, Customer Service, Leadership Development, Program Management, Microsoft Office, Mac, PowerPoint, Team Leadership, Staff Development, Teaching, Social Networking, Team Building, Microsoft Word, Operations Management, Adobe Acrobat, Dreamweaver, Event Planning, Advertising, Outlook, Newsletters, Photoshop, Data Entry, Grant Writing, Management, Strategic Planning, Event Management, Social Media, Marketing, Leadership, Fundraising, Public Speaking
Education
University of Minnesota - Carlson School of Management 1983 — 1988
B.S., Business Administration
South Dakota State University, Brookings South Dakota 1973 — 1976
Associate of Arts (A.A.), Secretarial Science
Brookings High School
Paul Delahunt's Wells Fargo Experience January 2015 - Present
Job Associate Relationship Manager, U.S. Corporate Banking
Industry Banking
Experience
Wells Fargo January 2015 - Present
Wells Fargo September 2012 - December 2014
Wells Fargo January 2012 - September 2012
Wells Fargo January 2009 - January 2012
Skills
Credit, Portfolio Management, Credit Analysis, Banking, Commercial Banking
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Bachelor of Science in Business (BSB), Finance, General, 3.7
Wells Fargo January 2015 - Present
Wells Fargo September 2012 - December 2014
Wells Fargo January 2012 - September 2012
Wells Fargo January 2009 - January 2012
Skills
Credit, Portfolio Management, Credit Analysis, Banking, Commercial Banking
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Bachelor of Science in Business (BSB), Finance, General, 3.7
Jennifer Neu's Wells Fargo Experience November 1996 - July 1998
Job Senior Group Manager, Finance Systems Integration
Industry Retail
Experience
Target November 2010 - Present
Target May 2008 - November 2010
Target July 2006 - May 2008
Target July 2005 - July 2006
Target July 2004 - July 2005
Target August 2002 - July 2004
Target January 2000 - August 2002
Target August 1999 - January 2000
Target August 1998 - August 1999
Wells Fargo November 1996 - July 1998
Skills
Forecasting, Finance, Financial Reporting, Retail, Accounting, Banking, Project Planning, SAP, Financial Analysis, Analysis, Project Management, Management, Process Improvement, Leadership, Business Analysis
Education
University of Minnesota - Carlson School of Management 1999 — 2002
MBA, Finance & MIS
University of Wisconsin-Madison 1990 — 1995
Bachelor of Business Administration (BBA), Accounting, Marketing & Pre-Med
Target November 2010 - Present
Target May 2008 - November 2010
Target July 2006 - May 2008
Target July 2005 - July 2006
Target July 2004 - July 2005
Target August 2002 - July 2004
Target January 2000 - August 2002
Target August 1999 - January 2000
Target August 1998 - August 1999
Wells Fargo November 1996 - July 1998
Skills
Forecasting, Finance, Financial Reporting, Retail, Accounting, Banking, Project Planning, SAP, Financial Analysis, Analysis, Project Management, Management, Process Improvement, Leadership, Business Analysis
Education
University of Minnesota - Carlson School of Management 1999 — 2002
MBA, Finance & MIS
University of Wisconsin-Madison 1990 — 1995
Bachelor of Business Administration (BBA), Accounting, Marketing & Pre-Med
Gary Peterson's Wells Fargo Experience March 1998 - Present
Job Director of State & Local Income Tax at Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo March 1998 - Present
KPMG August 1985 - March 1998
Education
University of Minnesota - Carlson School of Management 1986 — 1992
Master of Business Taxation, Tax
University of Minnesota - Carlson School of Management 1981 — 1985
Bachelor of Science in Business, Accounting
McGregor Elementary, H.G. Isbill Junior High
Wells Fargo March 1998 - Present
KPMG August 1985 - March 1998
Education
University of Minnesota - Carlson School of Management 1986 — 1992
Master of Business Taxation, Tax
University of Minnesota - Carlson School of Management 1981 — 1985
Bachelor of Science in Business, Accounting
McGregor Elementary, H.G. Isbill Junior High
Tim Gotham's Wells Fargo Experience July 2009 - October 2011
Job Senior Database Engineer at Surescripts
Industry Computer Software
Experience
Surescripts March 2014 - Present
Premier Design Systems, Inc. September 1994 - Present
Federal Reserve Bank of Minneapolis October 2011 - June 2014
General Mills December 2013 - March 2014
Wells Fargo July 2009 - October 2011
Skybridge Marketing Group October 2008 - February 2009
Unisys April 2008 - September 2008
Schweitzer Rubin Karon & Bremer 1986 - 1994
Skills
PL/SQL, Data Modeling, Data Warehousing, ETL, SQL, Oracle, Performance Tuning, Database Design, Software Development, Oracle Warehouse Builder, Agile Methodologies, Data Architecture, Databases, Unix, SOA, SDLC, Unix Shell Scripting, Enterprise Architecture, SSIS, Business Intelligence, Requirements Gathering, Systems Analysis, Requirements Analysis, GoldenGate, Database Architect, Software Solution..., SQL Tuning, Shell Scripting
Education
University of Minnesota - Carlson School of Management 1990 — 1992
MBA, IT
University of Wisconsin-Eau Claire 1982 — 1986
BS, MIS & Accounting Double Major
Surescripts March 2014 - Present
Premier Design Systems, Inc. September 1994 - Present
Federal Reserve Bank of Minneapolis October 2011 - June 2014
General Mills December 2013 - March 2014
Wells Fargo July 2009 - October 2011
Skybridge Marketing Group October 2008 - February 2009
Unisys April 2008 - September 2008
Schweitzer Rubin Karon & Bremer 1986 - 1994
Skills
PL/SQL, Data Modeling, Data Warehousing, ETL, SQL, Oracle, Performance Tuning, Database Design, Software Development, Oracle Warehouse Builder, Agile Methodologies, Data Architecture, Databases, Unix, SOA, SDLC, Unix Shell Scripting, Enterprise Architecture, SSIS, Business Intelligence, Requirements Gathering, Systems Analysis, Requirements Analysis, GoldenGate, Database Architect, Software Solution..., SQL Tuning, Shell Scripting
Education
University of Minnesota - Carlson School of Management 1990 — 1992
MBA, IT
University of Wisconsin-Eau Claire 1982 — 1986
BS, MIS & Accounting Double Major
Kathryn Styrbicki's Wells Fargo Experience Product AnalystWells Fargo Institutional Retirement & Trust2004 - Present
Job at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Product AnalystWells Fargo Institutional Retirement & Trust2004 - Present
Wells Fargo Bank August 1997 - Present
Skills
Requirements Gathering, Business Requirements, Agile Methodologies, SDLC, Business Analysis, Requirements Analysis
Education
University of Minnesota - Carlson School of Management
Wells Fargo Product AnalystWells Fargo Institutional Retirement & Trust2004 - Present
Wells Fargo Bank August 1997 - Present
Skills
Requirements Gathering, Business Requirements, Agile Methodologies, SDLC, Business Analysis, Requirements Analysis
Education
University of Minnesota - Carlson School of Management
Joyce Bimberg's Wells Fargo Experience December 2011 - Present
Job Senior Fund Accountant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2011 - Present
Cargill Investor Services September 2004 - Present
Ameriprise 1987 - 2004
Education
University of Minnesota - Carlson School of Management 1980 — 1987
MBA, Accounting Finance
Wells Fargo December 2011 - Present
Cargill Investor Services September 2004 - Present
Ameriprise 1987 - 2004
Education
University of Minnesota - Carlson School of Management 1980 — 1987
MBA, Accounting Finance
Sheila Peterson's Wells Fargo Experience October 2007 - Present
Job Finance Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2007 - Present
GMAC ResCap 2003 - 2007
Skills
Financial Modeling
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA, Finance
University of Minnesota - Carlson School of Management 1999 — 2001
MBA, Finance
University of Minnesota - Carlson School of Management 1999 — 2001
MBA
Wells Fargo October 2007 - Present
GMAC ResCap 2003 - 2007
Skills
Financial Modeling
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA, Finance
University of Minnesota - Carlson School of Management 1999 — 2001
MBA, Finance
University of Minnesota - Carlson School of Management 1999 — 2001
MBA
Lynn Steiner's Wells Fargo Experience August 2005 - October 2013
Job Relationship Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust October 2013 - Present
Wells Fargo August 2005 - October 2013
Skills
Trust Services, Relationship Management
Education
University of Minnesota - Carlson School of Management
Wilmington Trust October 2013 - Present
Wells Fargo August 2005 - October 2013
Skills
Trust Services, Relationship Management
Education
University of Minnesota - Carlson School of Management
Laura Eggert's Wells Fargo Experience September 1991 - August 1994
Job Retired Accountant
Industry Accounting
Experience
Retired accountant September 2012 - Present
Al Franken campaign July 2014 - November 2014
St. Paul's Lutheran Church March 2010 - September 2012
Ambrion May 2005 - December 2008
SUPERVALU 2008 - 2008
Robert Half International May 2005 - June 2007
Alliant Techsystems October 1994 - September 2003
Wells Fargo September 1991 - August 1994
First Bank 1989 - 1991
The Wyatt Company 1986 - 1989
Skills
Accounting, Sarbanes-Oxley Act, Internal Audit, CPA, Microsoft Excel, Nonprofits, Budgets, Program Management, General Ledger, Time Management, Human Resources, Payroll, Auditing, Employee Benefits, Management, Account Reconciliation, Finance, Process Improvement, Access
Education
University of Minnesota - Carlson School of Management 1979 — 1983
BSB, Accounting
University of Minnesota - Carlson School of Management 1979 — 1983
Accounting
Retired accountant September 2012 - Present
Al Franken campaign July 2014 - November 2014
St. Paul's Lutheran Church March 2010 - September 2012
Ambrion May 2005 - December 2008
SUPERVALU 2008 - 2008
Robert Half International May 2005 - June 2007
Alliant Techsystems October 1994 - September 2003
Wells Fargo September 1991 - August 1994
First Bank 1989 - 1991
The Wyatt Company 1986 - 1989
Skills
Accounting, Sarbanes-Oxley Act, Internal Audit, CPA, Microsoft Excel, Nonprofits, Budgets, Program Management, General Ledger, Time Management, Human Resources, Payroll, Auditing, Employee Benefits, Management, Account Reconciliation, Finance, Process Improvement, Access
Education
University of Minnesota - Carlson School of Management 1979 — 1983
BSB, Accounting
University of Minnesota - Carlson School of Management 1979 — 1983
Accounting
Rachelle Page's Wells Fargo Experience 2003 - 2008
Job Sr Accounting Manager at Optum
Industry Retail
Experience
Optum 2011 - Present
March of Dimes 2010 - 2011
Target 2008 - 2010
Wells Fargo 2003 - 2008
ATK 2001 - 2003
KPMG 1999 - 2001
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, Process Improvement, Financial Analysis, Auditing, Forecasting, Internal Audit
Education
University of Minnesota - Carlson School of Management 1996 — 1999
Bachelor's degree, Accounting
Optum 2011 - Present
March of Dimes 2010 - 2011
Target 2008 - 2010
Wells Fargo 2003 - 2008
ATK 2001 - 2003
KPMG 1999 - 2001
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, Process Improvement, Financial Analysis, Auditing, Forecasting, Internal Audit
Education
University of Minnesota - Carlson School of Management 1996 — 1999
Bachelor's degree, Accounting
Jeremy Rice, CFA's Wells Fargo Experience May 2001 - November 2012
Job Portfolio Manager at Abbot Downing
Industry Investment Management
Experience
Abbot Downing November 2012 - Present
Wells Fargo May 2001 - November 2012
Skills
Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Investments, Fixed Income, Asset Management, Economics, Alternative Investments, Equities, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Series 7, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BS, Finance
Abbot Downing November 2012 - Present
Wells Fargo May 2001 - November 2012
Skills
Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Investments, Fixed Income, Asset Management, Economics, Alternative Investments, Equities, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Series 7, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BS, Finance
Gary Moheban's Wells Fargo Experience November 2014 - Present
Job Business Initiatives Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Wells Fargo October 2011 - November 2014
Wells Fargo June 2009 - October 2011
Various Consulting Roles August 2005 - June 2009
GE Capital IT Solutions November 1999 - August 2005
Envirotest Technologies, Inc. February 1991 - November 1999
Skills
Budgets, Project Management, Business Analysis, Leadership, Management, PMO, Process Improvement, Financial Reporting, Strategic Planning, Business Process..., Visio, Accounting, Vendor Management, Financial Analysis, Risk Management, Analysis, Access, Cross-functional Team..., Forecasting, Change Management, Program Management, Microsoft Excel, Regulatory Compliance, Compliance Management, Open Text, Meeting Facilitation
Education
University of Minnesota - Carlson School of Management
BSB, Finance
Wells Fargo November 2014 - Present
Wells Fargo October 2011 - November 2014
Wells Fargo June 2009 - October 2011
Various Consulting Roles August 2005 - June 2009
GE Capital IT Solutions November 1999 - August 2005
Envirotest Technologies, Inc. February 1991 - November 1999
Skills
Budgets, Project Management, Business Analysis, Leadership, Management, PMO, Process Improvement, Financial Reporting, Strategic Planning, Business Process..., Visio, Accounting, Vendor Management, Financial Analysis, Risk Management, Analysis, Access, Cross-functional Team..., Forecasting, Change Management, Program Management, Microsoft Excel, Regulatory Compliance, Compliance Management, Open Text, Meeting Facilitation
Education
University of Minnesota - Carlson School of Management
BSB, Finance
Ken Ehlers's Wells Fargo Experience November 2014 - Present
Job Analytics Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Wells Fargo March 2013 - November 2014
Wells Fargo January 2011 - March 2013
Skills
Pivot Tables, Sumif, Vlookup, Excel Pivot, Hlookups, VBA, Forecasting, Data Modeling, Data Administration, Microsoft Office, Analytics, Strategic Analytics, SharePoint, Web Parts, Incentive Programs, Performance Metrics, Key Performance..., Cost Basis, Portfolio Management, Risk Analytics, Model Development, Analytic Modeling, Predictive Modeling, Predictive Analytics, Analytical Solutions, Crystal Ball, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1996 — 2002
Finance and Risk Management
Wells Fargo November 2014 - Present
Wells Fargo March 2013 - November 2014
Wells Fargo January 2011 - March 2013
Skills
Pivot Tables, Sumif, Vlookup, Excel Pivot, Hlookups, VBA, Forecasting, Data Modeling, Data Administration, Microsoft Office, Analytics, Strategic Analytics, SharePoint, Web Parts, Incentive Programs, Performance Metrics, Key Performance..., Cost Basis, Portfolio Management, Risk Analytics, Model Development, Analytic Modeling, Predictive Modeling, Predictive Analytics, Analytical Solutions, Crystal Ball, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1996 — 2002
Finance and Risk Management
Richard English's Wells Fargo Experience May 2012 - October 2012
Job Access database developer
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. September 2014 - October 2014
Ameriprise Financial Services, Inc. July 2014 - September 2014
Ecolab April 2014 - May 2014
Ameriprise Financial Services, Inc. November 2013 - December 2013
Aimia Inc May 2013 - August 2013
DST Brokerage Solutions March 2013 - May 2013
Wells Fargo May 2012 - October 2012
Medtronic December 2011 - December 2011
General Mills November 2011 - December 2011
Cargill March 2010 - April 2010
Skills
Microsoft Certified IT..., Microsoft Certified IT..., Microsoft Certified IT..., Analysis, SQL, Requirements Analysis, Business Process..., Access Database, VBA, Visual Basic, Microsoft Excel, Microsoft SQL Server, Microsoft Office, Mathematics
Education
University of Minnesota - Carlson School of Management 1988 — 1990
MBA, Finance
Ameriprise Financial Services, Inc. September 2014 - October 2014
Ameriprise Financial Services, Inc. July 2014 - September 2014
Ecolab April 2014 - May 2014
Ameriprise Financial Services, Inc. November 2013 - December 2013
Aimia Inc May 2013 - August 2013
DST Brokerage Solutions March 2013 - May 2013
Wells Fargo May 2012 - October 2012
Medtronic December 2011 - December 2011
General Mills November 2011 - December 2011
Cargill March 2010 - April 2010
Skills
Microsoft Certified IT..., Microsoft Certified IT..., Microsoft Certified IT..., Analysis, SQL, Requirements Analysis, Business Process..., Access Database, VBA, Visual Basic, Microsoft Excel, Microsoft SQL Server, Microsoft Office, Mathematics
Education
University of Minnesota - Carlson School of Management 1988 — 1990
MBA, Finance
Roger Henry's Wells Fargo Experience 1994 - 2000
Job Independent Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Foundation of St Andrews June 2010 - Present
Plexus Group/ ITG 2000 - 2008
Plexus Group 2000 - 2008
Wells Fargo 1994 - 2000
Skills
Alternative Investments, Investments, Financial Analysis, Philanthropy, Non-profits, Corporate Finance, Leadership Development, Asset Managment, Board Development, Fundraising, Microfinance, Public/private...
Education
University of Minnesota - Carlson School of Management 1978 — 1981
MBA, Finance
Beloit College 1969 — 1974
BA, Economics
Foundation of St Andrews June 2010 - Present
Plexus Group/ ITG 2000 - 2008
Plexus Group 2000 - 2008
Wells Fargo 1994 - 2000
Skills
Alternative Investments, Investments, Financial Analysis, Philanthropy, Non-profits, Corporate Finance, Leadership Development, Asset Managment, Board Development, Fundraising, Microfinance, Public/private...
Education
University of Minnesota - Carlson School of Management 1978 — 1981
MBA, Finance
Beloit College 1969 — 1974
BA, Economics
Joseph Park's Wells Fargo Experience May 2013 - Present
Job VP & Senior Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2013 - Present
East West Bank December 2011 - April 2013
Hanmi Bank August 2008 - November 2011
Hanmi Bank August 2007 - August 2008
Pacific City Bank October 2005 - July 2007
Skills
Bilingual, Commercial Lending, Commercial Mortgages, Lines Of Credit, Trade Finance, Construction Loans, SBA, Risk Management, Reserve Analysis, Portfolio Management, Credit Analysis, Small Business Lending, Commercial Banking, Banking, Loans
Education
University of Minnesota - Carlson School of Management 2000 — 2002
Bachelor of Science in Business, Finance and Management Information Systems
Wells Fargo May 2013 - Present
East West Bank December 2011 - April 2013
Hanmi Bank August 2008 - November 2011
Hanmi Bank August 2007 - August 2008
Pacific City Bank October 2005 - July 2007
Skills
Bilingual, Commercial Lending, Commercial Mortgages, Lines Of Credit, Trade Finance, Construction Loans, SBA, Risk Management, Reserve Analysis, Portfolio Management, Credit Analysis, Small Business Lending, Commercial Banking, Banking, Loans
Education
University of Minnesota - Carlson School of Management 2000 — 2002
Bachelor of Science in Business, Finance and Management Information Systems
Shawna Pfau's Wells Fargo Experience February 2006 - October 2011
Job Manager | Portfolio Administration & Reporting at Columbia Management Investment Advisers, LLC
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2011 - Present
Wells Fargo February 2006 - October 2011
Wells Fargo August 2005 - May 2006
Wells Fargo May 2003 - July 2005
Skills
Investments, Portfolio Management, Asset Allocation, Financial Services, Financial Analysis, Retirement Planning, Mutual Funds, Series 7
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.), Finance and Financial Management Services
Ameriprise Financial Services, Inc. 2011 - Present
Wells Fargo February 2006 - October 2011
Wells Fargo August 2005 - May 2006
Wells Fargo May 2003 - July 2005
Skills
Investments, Portfolio Management, Asset Allocation, Financial Services, Financial Analysis, Retirement Planning, Mutual Funds, Series 7
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.), Finance and Financial Management Services
Mick Damian's Wells Fargo Experience February 2013 - May 2013
Job Sales Associate at TCF Bank
Industry Financial Services
Experience
TCF Bank September 2013 - Present
Eagan Hockey Association September 2012 - Present
Army National Guard 2007 - Present
Northfield Entertainment Inc. November 2006 - Present
Northwestern Mutual May 2013 - August 2013
Wells Fargo February 2013 - May 2013
Skills
Military Operations
Education
University of Minnesota - Carlson School of Management 2007 — 2012
Bachelor's degree, Finance and Entrepreneurial Management
TCF Bank September 2013 - Present
Eagan Hockey Association September 2012 - Present
Army National Guard 2007 - Present
Northfield Entertainment Inc. November 2006 - Present
Northwestern Mutual May 2013 - August 2013
Wells Fargo February 2013 - May 2013
Skills
Military Operations
Education
University of Minnesota - Carlson School of Management 2007 — 2012
Bachelor's degree, Finance and Entrepreneurial Management
Gretchen Lennon's Wells Fargo Experience September 2006 - Present
Job Benefit Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2006 - Present
Education
University of Minnesota - Carlson School of Management
Master's Degree, Human Resources
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo September 2006 - Present
Education
University of Minnesota - Carlson School of Management
Master's Degree, Human Resources
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Political Science and Government
Gregg Piehl's Wells Fargo Experience March 2008 - Present
Job
Industry Financial Services
Experience
Wells Fargo March 2008 - Present
Skills
Banking, Financial Risk, Management, Sales, Portfolio Management, Wealth Management
Education
University of Minnesota - Carlson School of Management 1993 — 1995
Master of Business Administration (M.B.A.), Finance
University of St. Thomas 1988 — 1990
Bachelor's Degree, Finance, General
Wells Fargo March 2008 - Present
Skills
Banking, Financial Risk, Management, Sales, Portfolio Management, Wealth Management
Education
University of Minnesota - Carlson School of Management 1993 — 1995
Master of Business Administration (M.B.A.), Finance
University of St. Thomas 1988 — 1990
Bachelor's Degree, Finance, General
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank