Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Wells Fargo October 2013 - Present
Wells Fargo Bank, NA April 2009 - Present
Wells Fargo January 2011 - October 2011
Enterprise Rent-A-Car August 2006 - April 2009
Education
University of Missouri-Columbia 2002 — 2005
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Office of the Comptroller of the Currency June 2014 - Present
Office of the Comptroller of the Currency June 2013 - June 2014
First National Bank February 2013 - June 2013
First National Bank May 2011 - February 2013
Wells Fargo November 2010 - April 2011
Mass Financial Group June 2010 - November 2010
Skills
Bank Secrecy Act, CAMS, Banking, Accounting, Anti Money Laundering, Risk Management, Finance, Internal Controls, Account Reconciliation, Auditing, Management, Financial Reporting, Microsoft Office, Financial Analysis, Document Management, Microsoft Excel, Outlook, Customer Service, Analysis
Education
University of Missouri-Saint Louis 2006 — 2010
Bachelor of Accounting, Minor in Communications
Bank of America October 2009 - Present
Wells Fargo October 2007 - September 2009
Finaplex September 2004 - August 2007
Primavera Design February 2002 - September 2004
Netkitchen July 2000 - February 2002
Care2.com June 1999 - July 2000
Sunstream Homes September 1984 - October 1994
Skills
User Experience, User Interface Design, CSS, Software Development, User Interface, Agile Methodologies, Information Architecture, JavaScript, User-centered Design, Usability Testing, jQuery, Product Management, HTML, Web Applications, Teamsite, Perforce, Photoshop, InDesign, Fireworks, DMAIC, E-commerce, Interaction Design, Portfolio Management, Rapid Prototyping, Usability, Mobile Devices, Front-end
Education
University of Missouri-Kansas City 1979 — 1983
BA, Economics
Accessibility Standard 2.0 Compliance Certification
Special Interest Group on Computer-Human Interaction (SIGCHI)
Arvest Bank January 2015 - Present
BNC National Bank September 2014 - January 2015
Stonegate Mortgage Corporation (NYSE: SGM) July 2014 - August 2014
Advance Mortgage November 2013 - June 2014
Wells Fargo November 2011 - December 2013
US Bank Home Mortgage January 2008 - November 2011
Skills
Mortgage Lending, FHA, VA loans, Refinance, Mortgage Banking, USDA, Certified Mortgage..., Government Loans, Non-Conforming, First Time Home Buyers, Investment Properties, Sellers, Property, Real Estate Economics, Real Estate Financing, FHA financing, Loans, Loan Origination, Residential Mortgages, Real Estate, Investors, Mortgage Underwriting, Home Equity Loans, Construction Loans, FHA Financing, VA Loans
Education
University of Missouri-Columbia 1986 — 1989
English, Business
JH Capital Group June 2015 - Present
Bunge July 2013 - June 2015
Wells Fargo April 2013 - July 2013
Skills
Portfolio Management, Investment Strategies, Microsoft Excel, Security Analysis, Options, Technical Analysis, Portfolio Optimization, Equities, Financial Statement..., Financial Modeling, Econometrics, Risk Analysis, Equity Valuation, Financial Risk, Credit, Risk Management, Accounting, Analysis, Bloomberg, Financial Analysis, Microsoft Office, Customer Service, Investments, Finance
Education
University of Missouri-Saint Louis 2010 — 2012
Bachelor of Business Administration (BBA), Finance, 3.94
UniGroup, Inc August 2014 - Present
Wells Fargo February 2013 - August 2014
Liberty Mutual Insurance September 2011 - February 2013
Robert half - office team September 2010 - June 2011
Hertz Local Edition May 2006 - September 2010
Skills
All forms of Personal..., Homeowners Insurance, Renters and Landlord..., Term Life Insurance, Whole and Universal..., Auto and Motorcycle..., Annuities, Group Programs, Cold Calling
Education
Lafayette High School
University of Missouri-Saint Louis
UnityPoint Health October 2014 - Present
Apex Systems March 2013 - September 2014
Apex Systems April 2010 - March 2013
Wells Fargo March 2009 - April 2010
Education
University of Missouri-Columbia, College of Business 2004 — 2008
Bachelors of Science, Marketing
UMB Bank October 2011 - Present
Regions Bank September 2008 - September 2011
Wells Fargo June 2006 - September 2008
Skills
Commercial Banking, Loans, Retail Banking, Loan Origination, Mortgage Lending, Banking, Lines Of Credit, Commercial Lending, Mortgage Banking
Education
University of Missouri-Saint Louis 2014 — 2016
Master of Business Administration (MBA), Business/Managerial Economics
University of Missouri - St. Louis 2003 — 2005
Bachelor of Science (B.S.), Economics
New American Funding September 2014 - Present
USA Mortgage November 2008 - September 2014
Peoples National Bank December 2007 - November 2008
Wells Fargo 2002 - 2006
Skills
Customer Service, Banking, Strategic Planning, Budgets, Real Estate, Sales, Outlook, Team Building, Microsoft Office, PowerPoint, Teaching, Negotiation, Microsoft Word, Microsoft Excel, English, Windows, Research, Photoshop, Public Speaking, HTML, Recruiting, Management, Mortgage Lending, Refinance, Loans
Education
University of Missouri-Columbia
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo October 2013 - Present
Starbucks 2005 - Present
Skills
three years experience...
Education
University of Missouri-Kansas City 2005 — 2010
Bachelor of Arts Philosophy w/ business minor plus additional electives
Heartland Bible College 1999 — 2003
Diploma in Biblical Studies
Hudson's Bay Company September 2014 - Present
Dell/Boeing April 2014 - September 2014
Wells Fargo March 2014 - April 2014
Wells Fargo Advisors April 2013 - December 2013
CBIZ February 2013 - March 2013
Retail Technology Group August 2011 - November 2012
Katy Computer Repair October 2010 - April 2011
AT&T April 2008 - April 2010
Walgreen's February 2006 - May 2007
Skills
Sales, Computer Repair, Project Management, Multiple Project..., Project Coordination, HVAC, Microsoft Office 2007, Computer Hardware..., Retail, Customer Service, Photography, Soldering, Brazing, Retail Sales, POS, Management, Office Administration, Call Centers, Cold Calling Experience, Marketing, Account Management, Outlook, Troubleshooting, Microsoft Office, Process Improvement, Vendor Management, Customer Retention, Employee Training, Customer Satisfaction, Computer Hardware, Leadership, Networking, New Business Development, Training, Software Documentation, Cold Calling, Time Management, Information Technology, Recruiting, CRM, Program Management
Education
University of Missouri - St. Louis 1996 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies
Wells Fargo June 2014 - Present
Charles Schwab March 2006 - Present
ADK Wealth Management February 2014 - November 2014
Rogers & Company July 2013 - February 2014
EDCO USA June 2006 - January 2012
Skills
Financial Analysis, Strategic Financial..., Personal Financial..., Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Budgets, Outlook, Research, Strategic Planning, Salesforce.com..., Ad Hoc Reporting, Portfolio Performance...
Education
University of Missouri-Saint Louis
Bachelor's degree, Finance, General
Farmers Insurance August 2014 - Present
Birch Communications May 2014 - August 2014
ServiceLink, a Black Knight company May 2013 - April 2014
Wells Fargo December 2004 - November 2012
Skills
Loans, FHA, Finance, Sales, Portfolio Management, Analysis, Customer Service, Software Documentation, B2B, Short Sales, Financial Risk, Loan Modifications, Retail, Policy, Credit, Mortgage Lending, Banking, Consumer Lending, Credit Analysis, Mortgage Banking
Education
University of Missouri-Kansas City 1999 — 2004
Bachelors Business Administration, Marketing and Finance
Westport High
assisTek March 2015 - Present
Nautilus Insurance Group (a W. R. Berkley Company) October 2014 - March 2015
Wells Fargo April 2014 - August 2014
Salt River Project March 2013 - March 2014
Wells Fargo October 2012 - December 2012
Revana July 2012 - September 2012
Geeks Now Computer Services July 2011 - October 2011
Hypertech Computers, Inc April 2011 - July 2011
Wyoming Health Fairs/Wellness Health Fairs November 2010 - February 2011
University of Kansas Medical Center – Center for Biostatistics and Advanced Informatics January 2009 - January 2010
Skills
Software Documentation, SQL, Microsoft SQL Server, XML, Troubleshooting, Access, Windows, Servers, PL/SQL, Networking, Databases, HTML, Telecommunications, MS Project, Data Analysis, Oracle, SDLC, ETL, T-SQL, SSIS, SSRS, ASP.NET, DTS, ODBC, XSLT, Business Analysis, JavaScript, Microsoft Office, VBA, ASP, Oracle SQL, Oracle 9i, DHCP, Active Directory, Help Desk Support, Remote Access, Testing
Education
University of Missouri-Rolla 1992 — 1996
BS, Electrical Engineering
Wells Fargo April 2014 - Present
CenturyLink (Savvis) August 2012 - March 2014
National Association of Electrical Distributors 2011 - August 2012
Fleishman-Hillard August 2007 - November 2011
Virginia Publishing January 2007 - August 2007
Missouri Lawyers Media June 2003 - November 2006
Skills
Press Releases, Social Media, Public Relations, Copywriting, Blogging, Marketing Communications, Content Strategy, Strategic Communications, Media Relations, Corporate Communications, Crisis Communications, Editing, Newsletters, AP Style, SEO, Publishing, native advertising, Feature Articles, B2B, Speech Writing, Storytelling, Project Management, Social Media Marketing, Email Marketing, Message Development, Journalism, Web Content, Writing, Strategy, Media Strategy, Integrated Marketing, Copy Editing, Publicity, Communication Training, InDesign, Editorial, Marketing
Education
Webster University
MA, Media Communication -- Advertising/Marketing
University of Missouri-Saint Louis
BA, English
Wells Fargo October 2014 - Present
aisle411 Inc April 2009 - October 2014
Anheuser-Busch InBev February 2006 - March 2009
Compuware June 2000 - January 2006
MasterCard May 1997 - June 2000
Preferred Resources, Inc. November 1996 - May 1997
Zee Medical June 1995 - November 1996
Skills
Enterprise Architecture, Server Architecture, Application Architecture, IT Strategy, SDLC, SOA, Project Management, Data Warehousing, Database Administration, Business Intelligence, LAMP, Oracle, Teradata, MySQL, SQL, Java, C#, PHP, C++, J2EE Application..., .NET
Education
University of Missouri-Saint Louis
Bachelor of Science (BS), Computer Science
Wells Fargo March 2015 - Present
Wells Fargo June 2013 - February 2015
Edward Jones June 2012 - August 2012
Commerce Bank May 2011 - August 2011
Skills
Interpersonal..., Analytic Thinking, Adapt Quickly to Change, Building Relationships, Team-oriented, Goal Oriented, Leadership, Work Ethic, Financial Analysis, Microsoft Excel, Cash Management, Auditing, Teamwork, Finance, Customer Service, Time Management, Investments, Training, Research, Social Media, Microsoft Word, Event Planning, PowerPoint, Public Speaking, Microsoft Office
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science (B.S.), Finance and Banking
Vinson Mortgage Group 2013 - 2015
Vinson Mortgage Group 2013 - 2015
Granny8 Mortgage December 2009 - March 2014
USA Mortgage November 2007 - December 2009
Wells Fargo July 2002 - April 2007
HSBC June 1998 - June 2002
GC Services February 1997 - May 1998
Skills
Mortgage Lending, FHA, Refinance, Mortgage Banking, Loans, VA loans, Loan Origination, Residential Mortgages, USDA, Credit, FHA financing, Reverse Mortgages, Certified Mortgage..., Banking, Government Loans, Sales
Education
University of Missouri-Saint Louis 1992 — 1997
Bachelor's Degree, Psychology / Biology
University of Missouri-Saint Louis 1992 — 1997
Writing Certificate, English
Accenture March 2010 - Present
Wells Fargo January 2009 - March 2010
TIAA-CREF June 2007 - November 2008
TIAA-CREF June 2005 - June 2007
Skills
Business Analysis, SDLC, Integration, Business Intelligence, Process Improvement, SQL, Business Process..., Management Consulting, Visio, Business Process, Vendor Management, Requirements Analysis
Education
University of Missouri-Columbia 1999 — 2003
Bachelors
Webster University 2005 — 2007
MBA
Wells Fargo April 2001 - Present
Skills
Leadership Development, Coaching, Employee Benefits, Organizational..., Employee Relations, Training, Performance Management, Change Management, Employee Training, Conflict Resolution, Employee Engagement, Organizational..., Workshop Facilitation, Executive Coaching, Career Development, Onboarding, Succession Planning, Customer Service, Personal Development, Human Resources, Talent Management, Career Counseling, Team Building, Staff Development
Education
University of Missouri-Columbia
Wells Fargo October 2008 - Present
Skills
Mortgage Lending, Residential Mortgages, Financial Analysis, Problem Solving, Critical Thinking, Customer Service, Microsoft Office, Retail Banking, Financial Services
Education
University of Missouri-Columbia 2004 — 2008
Bachelors of Science in Business Administration, Emphasis in Finance
Arvest Bank Relationship BankerChaseMay 2011 - July 2013
Wells Fargo September 2008 - March 2012
Skills
Loans, Banking, Relationship Management, Strategic Financial..., Wealth Management, Trust Services, Commercial Lending, Insurance, Private Banking, Securities, Financial Services, Finance, Commercial Banking, Portfolio Management, Credit Analysis
Education
University of Missouri-Columbia 2005 — 2007
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Missouri-Columbia 2000 — 2005
Bachelor of Business Administration (B.B.A.), Economics
University of Missouri-Columbia 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Glendale
Wells Fargo January 2014 - Present
Wells Fargo March 2010 - November 2013
Wells Fargo January 2006 - March 2010
Wells Fargo September 1998 - January 2006
Skills
Credit, Portfolio Management, Banking, Loans, Customer Service, Financial Services, Private Banking, Commercial Banking, Commercial Lending, Wealth Management, Credit Analysis, Lines Of Credit, Retail Banking
Education
University of Missouri-Saint Louis
The University of Chicago August 2014 - Present
KBM Group: Health Services June 2013 - August 2014
Wells Fargo May 2013 - May 2013
Jatun Sacha January 2013 - April 2013
Tiger Pantry August 2012 - December 2012
Landmark Bank July 2010 - December 2012
Columbia Home Magazine/ Columbia Business Times Magazine August 2012 - October 2012
Bucket Media May 2012 - July 2012
University of Missouri Recreation Center March 2010 - January 2012
City of Mexico May 2005 - August 2009
Skills
HTML 5, CSS, Dreamweaver, Photoshop, Microsoft Office, Customer Service, Interpersonal..., Strategic Planning, Public Speaking, Oral & Written..., Social Networking, Blogging, Marketing Communications, Communication
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Arts (B.A.), Arts & Sciences
Mexico High School 2004 — 2008
Diploma 2008
Edward Jones August 2015 - Present
Wells Fargo May 2013 - August 2013
Flynn Landscaping March 2012 - December 2012
Verizon Amphitheater May 2012 - September 2012
Swing-A-Round Fun April 2009 - August 2011
Skills
Proficient Communicator, Salesforce.com, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
University of Missouri-Columbia
Bachelor of Science, Business Administration; Finance and Banking
Wells Fargo August 2015 - Present
Bank of America Merrill Lynch October 2010 - July 2015
Amegy Bank of Texas October 2009 - October 2010
Bank of America June 2007 - February 2009
National City Bank August 2005 - June 2007
Bank of America August 2001 - August 2005
Skills
Banking, Treasury Management, Investments, Liquidity Management, Finance, Treasury Services, Commercial Banking, Credit Analysis, Credit Risk, Portfolio Management, Payments, Relationship Management, Financial Analysis, Financial Transactions, Credit Cards, Financial Institutions, ACH, Financial Risk, Financial Services, Internet Banking, Core Banking, Banking Relationships, Cash Flow Forecasting, Cash Management, Risk Management, Process Improvement
Education
Webster University 2004 — 2007
M.B.A., Finance
University of Missouri-Saint Louis 1993 — 1995
Bachelor of Arts (BA), Mass Communication/Media Studies
Wells Fargo Bank 2010 - Present
Soroptimist International of the Twin Cities June 2012 - Present
Board Member Soroptimist International of Greater Minneapolis June 2010 - May 2012
Wells Fargo 2006 - 2010
American Express Financial Group (aka Ameriprise Financial) 2002 - 2005
American Express Financial Group (aka Ameriprise Financial) 2000 - 2002
American Express Financial Group (aka Ameriprise Financial) 1995 - 2000
Allianz Life of North America 1991 - 1995
Individual Assurance Company, Life, Health & Accident 1988 - 1991
Skills
Business Analysis, Cross-functional Team..., Project Management, Program Management, Risk Management, Project Portfolio..., Strategy, Change Management, PMO, Financial Services, Leadership, Wealth Management, Management, Strategic Planning, Business Planning, Integration, Team Building, Insurance, Series 7, Vendor Management
Education
University of Missouri-Kansas City
BA
Alvarez & Marsal October 2012 - Present
BKD CPAs & Advisors April 2011 - October 2012
Wells Fargo September 2005 - April 2011
Fifth Third Bank 2002 - 2005
Professional Bank Services 1999 - 2002
Skills
Banking, Portfolio Management, Bank Secrecy Act, Financial Services, Risk Management, Credit, Mortgage Lending, Management, Commercial Banking, Financial Risk, Due Diligence, AML, Operational Risk..., Credit Analysis, Enterprise Risk..., Credit Cards, Financial Analysis, Loans, Retail Banking, Credit Risk
Education
University of Missouri-Columbia, College of Business 1988 — 1992
Bachelor of Science (B.S.)
Wells Fargo
Skills
Visio, Call Center, Process Improvement, Access, XP, Team Building, System Administration, Outlook, Networking, Call Centers, Business Analysis, Technical Support, Customer Service, Windows, Troubleshooting, Active Directory
Education
St. Cloud Technical College
A.A.
University of Missouri-Kansas City
B.A.
Charter Communications August 2012 - Present
Peabody Energy January 2012 - August 2012
Washington University - School of Medicine February 2011 - December 2011
Artisan Corp January 2010 - January 2011
Wells Fargo January 2009 - December 2009
Wachovia Securities Financial Network January 2008 - January 2009
A.G. Edwards May 2007 - January 2008
Suddenlink Communications 2006 - 2007
ONE 2000 - 2001
Executive Focus Group, Inc. 1991 - 2000
Skills
Microsoft Exchange, IT Management, System Deployment, Disaster Recovery, Virtualization, Active Directory, Hyper-V, Consulting, Powershell, Process Improvement, Program Management, Servers, SharePoint, Solution Architecture, Windows
Education
University of Missouri-Saint Louis 1987 — 1990
MBA, Information Technology
University of Missouri-Saint Louis 1987 — 1990
MS-IS, Information Systems Management
University of Missouri-Saint Louis 1979 — 1982
BME
Liberty Bank May 2013 - Present
Liberty Bank May 2013 - Present
Regions Bank December 2012 - April 2013
Regions Financial Corporation September 2010 - December 2012
Wells Fargo January 2009 - August 2010
Head May 2007 - December 2008
Skills
FHA financing, Commercial Lending, Sales Management, Risk Management, Operations Management, Change Management, Sales Presentations, Presentation Development, Mortgage Lending, Consumer Lending, Securities Lending, C&I Lending, Personal Development, Banking, Credit, Loans, Commercial Banking, Credit Analysis, Portfolio Management
Education
Saint Louis University High School 1998 — 2002
SMMA
SMMA
University of Missouri - St. Louis
Farmers June 2009 - Present
Wells Fargo October 2003 - January 2009
Skills
Insurance, Underwriting, Leadership, Sales, Property & Casualty..., Employee Benefits, Finance, Commercial Insurance, Sales Management, Life Insurance, Mortgage Lending, Customer Service, Budgets, Time Management, Fixed Annuities, Competitive Analysis
Education
University of Missouri-Columbia 1999 — 2003
Business, Management
University of Missouri-Columbia, College of Business 1999 — 2003
Marquette
Marquette
Marquette
Wells Fargo SVPUnited Missouri Banks1985 - 1998
Skills
Strategic Planning, Commercial Banking, Due Diligence, Banking, Commercial Lending, Credit, Loans, Portfolio Management, Underwriting, Mergers & Acquisitions, Capital Markets, Financial Analysis, Credit Analysis, Risk Management, Small Business Lending, Asset Management, Venture Capital, Middle Market, Private Equity, Investment Banking, Strategic Financial..., Consumer Lending, Credit Risk, Strategy, Asset Based Lending, Investments, Finance, Cash Management, Business Development, Retail Banking, Valuation, Wealth Management, Financial Services, Corporate Finance, Executive Management, Financial Risk, Business Strategy, Relationship Management, Loan Origination, Lines Of Credit, Mortgage Lending, Commercial Mortgages, Financial Structuring, Financial Modeling, Leadership, Treasury Management, Management, Business Planning, Sales, New Business Development
Education
University of Missouri-Columbia 1977 — 1981
BS
Wells Fargo 2011 - 2015
US Bank August 2009 - June 2011
Bank of the West 2008 - 2009
Washington Mutual 2004 - 2008
Wells Fargo 2002 - 2004
City National Bank 2000 - 2002
Skills
Mortgage Banking, Community Development, Loan Origination, Loans, Strategic Planning, Mortgage Lending, Business Development, Product Marketing, Credit, Public Relations, Recruiting, Program Management, Investment Properties, Team Building, Sales Management, Marketing, Finance, Refinance, Training, Leadership, Strategy, Sales, Financial Analysis, Entrepreneurship, Management, Banking, Portfolio Management, Underwriting, Credit Analysis, Commercial Lending, Consumer Lending, FHA, VA loans, Residential Mortgages, Small Business Lending
Education
University of Missouri-Kansas City
MPA, Public Adminstration
Wichita State University
BBA, Marketing Major
Wells Fargo September 2009 - Present
Wells Fargo Advisors, LLC 2001 - Present
Wells Fargo 2008 - 2009
AG Edwards 2001 - 2008
Education
University of Missouri-Rolla 1986 — 1991
BS in Computer Science, Computer Science/Engineer and Mathematics
Tandem Diabetes Care October 2013 - Present
Johnson & Johnson September 2012 - August 2013
French Gerleman May 2008 - August 2012
Wells Fargo May 2005 - May 2008
Skills
Cold Calling, Leadership, Sales, Sales Operations, Competitive selling, Relationship Management, Account Management, Exceeding Quotas, Medical Devices, Pharmaceutical Sales, Endocrinology, Diabetes Management, Selling, Sales Process, Diabetes, Sales Management, Competitive Analysis, Insulin Pumps, CGM, Product Launch
Education
University of Missouri-Columbia 2002 — 2006
Bachelor of Science (BS), Economics
Christian Brothers College High School 1998 — 2002
Bank of America July 2015 - Present
Bank of America July 2012 - July 2015
Bank of America April 2011 - July 2012
Bank of America November 2006 - April 2011
Bank of America February 2003 - November 2006
Wells Fargo June 2001 - February 2003
Skills
Mortgage Lending, Finance, Reverse Mortgages, Loan Origination, Risk Management, Refinance, Sales, Project Management, Project Coordination, User Acceptance Testing, PMP, Project Finance, Banking, Mortgage Banking, Loans, Credit, Process Improvement, Six Sigma, Visio, Business Requirements, Management, Underwriting, Analysis
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Science in Business Administration (BSBA), Marketing
Wisconsin Department of Justice, Office of the Attorney General January 2015 - Present
Anne E. Schwartz Communication Strategies January 2013 - Present
Wells Fargo July 2013 - January 2015
Milwaukee Police Department December 2004 - January 2013
Carroll University January 2001 - June 2005
State of Wisconsin August 2003 - November 2004
American City Business Journals, Business Journal Serving Greater Milwaukee 2002 - 2003
Waukesha Freeman Newspaper (Conley Publishing) 1997 - 2002
WTMJ-TV, Milwaukee April 1995 - May 1997
WISN-TV, Hearst Television January 1992 - April 1995
Skills
Crisis Management, Crisis Communications, Public Relations, Law Enforcement, Reputation Management, Strategic..., Community Outreach, Enforcement, Strategic Communications, Public Safety, Journalism, Media Relations, Social Media, Fundraising, Event Management, Community Development, Police, Homeland Security, Emergency Management, Facebook, Public Speaking, Social Networking, Leadership, Government, Training, Marketing Communications, Corporate Communications, Event Planning, First Responder, Management, Policy, Grant Writing, Public Affairs, Speech Writing, Public Policy, Internal Communications, Leadership Development, Communications Planning, Policy Analysis, Newsletters, Nonprofits, Storytelling, Volunteer Management, Press Releases, Politics, Editing, New Media, Political Campaigns, Community Engagement
Education
U.S. Department of Homeland Security, Naval Postgraduate School 2008 — 2008
Homeland Security
Federal Emergency Management Agency 2006 — 2006
National Incident Management System, Incident Command System Training
Leadership in Police Organizations, Milwaukee Police Department 2009 — 2009
Certificate in Police Leadership, Organizational Leadership
University of Missouri-Columbia 1978 — 1982
Bachelor of Journalism, Journalism, Political Science
Charles Schwab October 2013 - Present
Charles Schwab October 2011 - October 2013
Charles Schwab June 2009 - October 2011
Charles Schwab October 2007 - June 2009
Wells Fargo April 2004 - October 2007
Wells Fargo Bank March 2002 - April 2004
Skills
Financial Services, Product Management, Marketing, Cross-functional Team..., Banking, Series 7, Event Planning, Sales, Process Improvement, Product Marketing, Series 63, Strategy
Education
University of Missouri-Columbia, College of Business 1997 — 2001
Bachelor's Degree
Wells Fargo August 1977 - Present
Skills
Investments, Banking, Financial Services, Retirement Planning, Risk Management, Portfolio Management, Wealth Management, Mutual Funds, Relationship Management, Asset Management, Series 7, Securities, Asset Allocation, 401k, Series 63
Education
University of Missouri-Columbia 1964 — 1968
BA, Elementary Education
Wells Fargo 2008 - Present
AG Edwards August 2005 - Present
MasterCard International 2004 - 2005
Ameren January 2003 - June 2004
Oracle Consulting 1998 - 2000
Education
Washington University in St. Louis - Olin Business School 1994 — 1998
MS, Business Administration - MBA
University of Missouri-Rolla 1989 — 1992
BS, Computer Science
Fifth Third Bank June 2013 - Present
PNC Bank January 2005 - June 2013
Fifth Third Bank October 2002 - December 2004
wells fargo 2000 - 2002
First American Bank-Capital Markets 1995 - 2000
Skills
Banking, Loans, Financial Structuring, Sales, Commercial Lending, Credit Analysis, Credit, Portfolio Management, Real Estate Economics, Commercial Banking
Education
University of Missouri-Saint Louis 1991 — 1995
B.S.B.A., Finance
NASD-Series 7 & 63
Sereis 7 & 63, Investments
Wells Fargo November 2012 - Present
BMO Harris Bank July 2011 - December 2012
Cassidy Turley October 2010 - August 2011
Skills
Loans, Commercial Lending, Credit Analysis, Credit, Financial Analysis, Portfolio Management, Commercial Banking, Banking, Underwriting, Investments, Financial Modeling, Real Estate Economics, Finance, Small Business Lending, Asset Managment, Real Estate, Commercial Real Estate, Valuation, Mortgage Banking
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Bachelors, Finance & Banking, Minor in Real Estate
UMKC July 2015 - Present
BASYS Processing Inc. May 2012 - July 2015
American Honda Motor Company, Inc. May 2010 - April 2012
American Honda Motor Company, Inc. January 2010 - May 2010
American Honda Motor Company, Inc. November 2008 - January 2010
Medsafe February 2007 - June 2008
Wells Fargo June 2006 - December 2006
Skills
Accounting, Accounts Payable, Invoicing, Access, Microsoft Office, Outlook, Banking, PowerPoint, Customer Service, Spreadsheets, Microsoft Word, Highly detail oriented, Payroll, QuickBooks, Team Building, Accounts Receivable
Education
University of Missouri-Kansas City 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
East Texas Baptist University 2002 — 2006
Bachelor of Arts (BA), Religion/Religious Studies, 4.0
Wells Fargo August 2013 - Present
Wells Fargo December 2009 - August 2013
Wells Fargo January 2009 - December 2009
Wachovia Securities November 2004 - December 2008
Scottish Holding 2001 - 2004
PwC 1998 - 2001
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Risk Management, Internal Controls, Financial Modeling, Finance, Cash Management, Managerial Finance, Forecasting, Banking, Budgets, Mergers & Acquisitions, IFRS, Auditing, Strategic Financial..., Change Management, Business Analysis, Business Strategy
Education
University of Missouri-Columbia
Accounting and Finance
University of Missouri-Saint Louis
Bachelor of Business Administration (B.B.A.), Accounting
Ameri - Tech Equipment Company March 2015 - Present
Wells Fargo March 2013 - Present
Skills
Sales, Management, Commercial Lending, Small Business Lending, Commercial Banking, Loans, Credit Analysis, Credit, Portfolio Management, Relationship Management, Banking, Treasury Management, Lines Of Credit, Mortgage Lending, Financial Services
Education
University of Missouri-Columbia 2005 — 2008
Bachelor of Business Administration (BBA), Finance, General
U.S. Bank September 2015 - Present
Wells Fargo December 2014 - July 2015
The Cheesecake Factory February 2011 - November 2014
Country Acres Pet Resort & Animal Shelter May 2008 - December 2010
Skills
Customer Service, Customer Satisfaction, Microsoft Word, Teamwork, Leadership, Telecommunications, Sales, Public Speaking, Social Media, Team Building, Microsoft Excel-..., Bloomberg Terminal, Fixed Income Products, Investments
Education
University of Missouri - St. Louis 2012 — 2014
Bachelor of Science, Business Administration - Finance
Great Plains Trust Company August 2012 - Present
BB&T 2011 - 2012
SunTrust Bank 1986 - 1993
Bank of America 1985 - 1986
Allegheny Beverage Corporation 1983 - 1985
Wells Fargo 1981 - 1983
UMB Bank 1978 - 1981
Skills
Commercial Lending, Portfolio Management, Investment Management, Financial Analysis, Investor Relations, Corporate Finance, General Securities..., Personal Financial..., Life Insurance, Health Insurance, Long Term Care Insurance, Banking, Commercial Banking, Private Banking, Wealth Management, Small Business Lending, Mortgage Lending, Credit Analysis, Risk Management, Investment Portfolio, Loans, Finance
Education
University of Missouri-Kansas City
Master of Business Administration (M.B.A.)
University of Nebraska-Lincoln
Bachelor's Degree
KeyBank July 2013 - Present
Key Bank Real Estate Capital May 2010 - Present
Key Bank May 2010 - January 2011
US Bank January 2005 - August 2009
US Bank October 2003 - January 2005
Wells Fargo Bank September 2002 - October 2003
Wells Fargo 2002 - 2003
Skills
Banking, Investments, Underwriting, Loans, Finance, Sales, Credit Analysis, Microsoft Excel, Budgets, Loan Origination, Coaching, Commercial Lending, Relationship Management, Financial Analysis, Management, Customer Service, Analysis, Risk Management, Mortgage Lending, Credit, Sales Management, Retail Banking, Commercial Banking, Small Business Lending, Accounting
Education
University of Missouri-Kansas City 2007 — 2009
MBA, Finance
University of Nevada Las Vegas Lee Business School 1996 — 2001
Wells Fargo April 2012 - Present
Wells Fargo Advisors May 2010 - March 2012
Wells Fargo Advisors December 2008 - April 2010
Education
University of Missouri-Columbia 2009 — 2012
Bachelor of Science, Finance, General
Maritz Motivation Solutions November 2010 - Present
Wells Fargo November 2008 - August 2010
SSE / Boeing 2009 - 2010
Creative Group 2008 - 2009
Creative Group 2008 - 2009
HUGHES / HLK 2005 - 2008
Remax May 2002 - December 2005
Pasta House / Olive Garden 1998 - 2003
Skills
Logo Design, Art Direction, Creative Direction, Interaction Design, User Interface Design, Corporate Identity, Adobe Creative Suite, Typography, Brochures, Copywriting, Web Design, Flash, Photoshop, Brand Development, User Experience, Graphics, Interactive Advertising, CSS, Advertising, Graphic Design, Creative Development, Email Marketing, Creative Strategy, Layout, Illustrator, Information Architecture, Mac, Web Development, Dreamweaver, Corporate Branding, Motion Graphics, InDesign, Image Manipulation, Adobe Acrobat, Multimedia, Website Development, HTML, Marketing Communications
Education
University of Missouri-Saint Louis 2001 — 2005
BFA, Graphic Design
Wells Fargo October 2012 - Present
Wells Fargo September 2009 - October 2012
Wells Fargo July 2004 - September 2009
Kmart Corporation 1996 - 2004
Electronic Data Systems October 1989 - September 1998
Skills
Instructional Design, Instructional Technology, Technical Writing, Staff Development, Captivate, Training Delivery, Learning Management, Learning Management..., Lectora, Distance Learning, SCORM, Information Mapping, Performance Consulting, Coaching, Curriculum Design, Project Management, E-Learning, ADDIE, Blended Learning, Needs Analysis
Education
Wayne State University 1998 — 2000
Master's, Instructional Technology
University of Missouri-Saint Louis
Bachelor of Science (B.S.), Education
Webster Groves High School
High school diploma
YMCA ConsultantLicense Consulting IncMarch 2013 - August 2014
UMB Bank April 2011 - March 2013
Wells Fargo November 2009 - March 2011
NASCAR Racing Experience October 2006 - November 2009
DataSource Inc February 2000 - July 2006
Education
University of Missouri-Columbia 1997 — 1999
Bachelor's degree, Parks, Recreation and Tourism
William Jewell College 1995 — 1997
General Education, General Studies
ADP December 2011 - September 2013
Wells Fargo March 2010 - November 2011
Titlemax January 2009 - March 2010
Randstad North America February 2003 - January 2009
Enterprise Rent-A-Car July 2000 - January 2003
Aerotek January 1997 - May 2000
Skills
Direct Sales, Small Business, Cold Calling, Sales Prospecting, Prospecting Skills, Sales, Customer Service, Team Building, Interviews, Lead Generation, Recruiting, Sales Operations, Leadership, Marketing Strategy, Management, Sales Management, Sales Process, Time Management, Salesforce.com
Education
University of Missouri-Columbia 1989 — 1991
BS 1996, Hotel & Resturant Management
Wells Fargo March 2015 - Present
Wells Fargo Bank June 2010 - March 2015
U.S. Bank March 2009 - February 2010
U.S. Bank September 2007 - February 2010
Bank of America January 1990 - January 2007
Bank of America January 2001 - January 2006
Bank of America January 1999 - January 2001
Skills
Employee Relations, Compensation, Workforce Planning, Banking, Talent Management, Performance Management, Talent Acquisition, Change Management, Coaching, Leadership Development, Succession Planning, Team Building, Strategic Planning, Hiring, Employee Engagement, Process Improvement, Employee Benefits, Recruiting, Human Resources, Deferred Compensation
Education
University of Missouri-Columbia 1984 — 1988
Fulton High School 1980 — 1984
Wells Fargo Advisors January 2015 - Present
Wells Fargo August 2013 - January 2015
Wells Fargo Advisors May 2012 - August 2013
Wells Fargo Advisors July 2008 - May 2012
Edward Jones June 2006 - July 2008
Skills
Business Analysis, Data Analysis, Financial Modeling, Financial Analysis, SDLC, Process Improvement, Project Management, SQL, Analysis, Investments, Valuation, Visio, Risk Management, Microsoft Excel, Bloomberg, Access
Education
University of Missouri-Saint Louis 2008 — 2010
MBA, Concentration in Managerial Information Systems (MIS)
Washington University in St. Louis 2003 — 2006
Bachelor of Science in Business Administration (BSBA), Finance and Managerial Economics & Strategy
Wells Fargo April 2014 - Present
US EPA October 2007 - March 2014
Skills
Policy Analysis, Public Policy, Policy, Program Evaluation, Grant Writing, Community Outreach, Government
Education
University of Missouri-Columbia
MPA, Public Policy
University of Northern Iowa
B.A., Public Administration
Ally Financial Inc. June 2013 - Present
Ally Financial Inc. September 2012 - Present
Self-Employed May 2012 - August 2012
Wells Fargo May 2009 - May 2012
Wells Fargo June 2008 - May 2009
A.G. Edwards January 2004 - June 2008
IBM August 2002 - January 2004
Nortel Networks August 1995 - February 2002
University of Missouri - St. Louis August 1991 - December 1994
Skills
SDLC, Process Improvement, Release Management, Waterfall, Requirements Gathering, Vendor Management, PMO, RUP, PMP, RAD, Agile Methodologies, Business Analysis, Requirements Analysis, Resource Management, Enterprise Architecture, Product Management, Program Management, Technology Architecture, Processes Development, Collaborative Problem..., Large Budget Management, Change Management, Systems Engineering, Systems Development..., Product Rationalization, IBM Rational Tools, Microsoft Technologies, Testing Tools, Software Development..., IT Relationship..., Cross-functional Team..., Enterprise IT Strategy, Senior Management..., Written & Oral..., Training Delivery, Technology Roadmapping, Product Planning, Build Strong Teams, Risk Management, Cost Reduction...
Education
University of Missouri-Saint Louis 1991 — 1995
Wells Fargo June 2014 - Present
Wells Fargo September 2013 - June 2014
Edward Jones February 2013 - September 2013
Office Supply Solutions December 2011 - August 2012
Norwood Hills Country Club May 2005 - July 2012
Skills
Management, Time Management, Networking, Microsoft Excel
Education
University of Missouri-Saint Louis 2013 — 2017
Master of Business Administration (MBA), Finance and Financial Management Services
University of Missouri-Columbia 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Pundmann Motor Company June 2013 - Present
U.S. Bank November 2012 - March 2013
Wells Fargo April 2012 - July 2012
Pundmann Motor Company July 2005 - February 2012
Pundmann Motor Company June 1999 - July 2005
Macy's October 1997 - May 1999
Skills
Customer Service, Customer Satisfaction, Automotive, Problem Solving, Banking, Management, Negotiation, Sales, Team Building, Time Management, Account Management, Customer Retention, Marketing Strategy, Sales Operations
Education
University of Missouri-Columbia 1995 — 1995
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors August 2008 - October 2012
Wells Fargo August 2008 - October 2012
Skills
Series 7, Series 63, Wealth Management, Uniform Combined State..., Mutual Funds, Retirement Planning, Securities, Portfolio Management, Series 24, Investments, Retirement, Asset Allocation, Investment Advisory
Education
University of Missouri-Columbia 1991 — 2000
BS Finance and Political Science
Wells Fargo 2008 - Present
Wells Fargo Home Mortgage December 2002 - Present
Education
University of Missouri-Columbia 1966 — 1970
The DESCO Group August 2014 - Present
Independent Investment Manager February 2012 - August 2014
Wells Fargo January 2011 - February 2012
Hot Box Cookies June 2008 - December 2010
Skills
Accounting, Audit, Small Business, Excel, Financial Markets, Auditing, Recruiting, Business Planning, Strategy
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Masters of Accountancy, Accountancy
JND Masonry June 2010 - Present
World Wide Technology July 2011 - July 2015
MasterCard August 2010 - July 2011
Amdocs September 2007 - August 2010
GMAC June 2007 - September 2007
Wells Fargo December 2006 - June 2007
Suddenlink Communications July 2006 - December 2006
Charter Communications May 2004 - December 2006
SSE, Inc. December 2002 - May 2004
Skills
ITIL, Agile Project Management, PMP, Project Management, SDLC, Business Analysis, Telecommunications, Process Improvement, Budgets, Software Development, Software Documentation, Program Management, Training, Data Center, Software Project..., Business Process..., Requirements Analysis, Enterprise Software
Education
University of Missouri-Saint Louis 2011 — 2014
Webster University 1996 — 2003
BA, Speech Communication Studies
US Bank May 2007 - Present
Wells Fargo May 2006 - May 2007
Skills
Banking, Business Analysis, Credit, Credit Analysis, Loans, Retail Banking, Risk Management, Visio, Mortgage Banking
Education
University of Missouri-Columbia 2002 — 2006
Bachelor of Science (BS), Finance and Banking
Wells Fargo November 2014 - Present
Wells Fargo Advisors July 1996 - November 2014
A.G. Edwards & Sons, Inc. July 1996 - February 2008
U.S Army Reserves August 1989 - February 2000
Skills
Visio, SDLC, SharePoint, Business Analysis, Vendor Management, Disaster Recovery, Project Management, Change Management, Enterprise Architecture, Active Directory, Software Documentation, Cloud Computing, Data Center, ITIL, Integration, MS Project, Process Improvement, Requirements Analysis, Requirements Gathering, Risk Management, Security, Testing, Program Management, Troubleshooting
Education
University of Missouri-Columbia 1987 — 1991
Bachelor of Arts, English with Minor in Military Science
Charles Schwab December 2013 - Present
Wells Fargo September 2008 - December 2013
Wachovia July 2007 - September 2008
World Savings December 2006 - June 2007
Zip Realty, Inc. April 2006 - December 2006
Kelly Services, Inc. January 2002 - April 2006
Skills
Internet Recruiting, Technical Recruiting, Training, Strategy, Project Management, Talent Acquisition, Talent Management, Recruiting, Sourcing, Program Management
Education
University of Missouri-Columbia 1996 — 2000
Bachelor, Interdisciplinary Studies: Psychology, Sociology, Social Work/Family Studies
Wells Fargo July 2012 - Present
Wells Fargo November 2009 - July 2012
Wachovia February 2008 - November 2009
A.G. Edwards & Sons July 1999 - February 2008
Epoch Group July 1996 - June 1999
Fujitsu ICL Retail Systems January 1995 - July 1996
Skills
Red Hat Linux, Server Architecture, HP-UX, Linux, Operating Systems, Product Management, RedHat, Servers, Solaris, Unix
Education
University of Missouri-Rolla 1990 — 1994
Bachelors, Computer Science
Wells Fargo July 2004 - Present
MSN Singapore December 2003 - February 2004
UserTrends April 2001 - June 2002
Brightcube December 2000 - April 2001
Skills
Java, JavaScript, Databases, Spring, Oracle, SQL, Web Development, Integration, Enterprise Architecture
Education
University of Missouri-Kansas City 1994 — 2000
BSc
Wells Fargo January 2002 - Present
Education
University of Missouri-Columbia 1981 — 1984
Wells Fargo January 2009 - Present
Wachovia February 2008 - December 2008
AG Edwards September 2006 - February 2008
A.G. Edwards January 2000 - September 2006
Edward Jones January 1996 - December 1999
Skills
Enterprise Architecture, SDLC, SOA, IT Strategy, Business Analysis, Integration, Solution Architecture, Data Warehousing, Disaster Recovery, Application Architecture, Cloud Computing, Requirements Analysis, Vendor Management, Enterprise Software, Business Intelligence
Education
University of Missouri-Saint Louis 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo May 2014 - Present
Wells Fargo Advisors March 2012 - Present
Wells Fargo Advisors June 1995 - March 2012
A.G. Edwards 1995 - 2007
Bunge North America October 1990 - May 1995
Accenture January 1989 - September 1990
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Project Management, Software Project..., Risk Management, Program Management, Requirements Gathering, Business Process..., Visio, Waterfall, PMP, Integration, Change Management, IT Strategy, Agile Methodologies, Project Delivery, MS Project
Education
University of Missouri-Columbia 1983 — 1988
BS EE, Electrical Engineering
University of Missouri-Rolla 1983 — 1985
Wells Fargo February 2011 - Present
Wachovia Securities June 2008 - February 2011
Wachovia Securities 2005 - 2008
Skills
Capital Markets, Valuation, Investment Banking, Series 7, Financial Modeling
Education
University of Missouri-Columbia 2001 — 2005
BSBA, Finance & Banking; Real Estate
University of Missouri-Columbia, College of Business 2001 — 2005
BSBA, Finance, Real Estate
Wells Fargo May 2006 - Present
The UPS Store October 2004 - May 2008
MasterCard March 1981 - June 2004
Education
University of Missouri-Saint Louis 1975 — 1981
Fidelity Investments December 2012 - Present
Merrill Lynch 2010 - December 2012
Wells Fargo 2008 - 2010
Education
University of Missouri-Rolla 2000 — 2003
MS, Environmental Engineering
University of Mumbai 1995 — 1999
BE, Chemical Engineering
Wells Fargo March 2015 - Present
Bank of America Merrill Lynch July 2013 - March 2015
Bank of America April 2010 - October 2012
Wells Fargo April 2009 - April 2010
GMAC Mortgage January 2009 - March 2009
Bank of America January 2008 - October 2008
Wells Fargo January 2007 - December 2007
ABN AMRO April 2005 - December 2006
Wells Fargo January 2005 - March 2005
ABN AMRO November 2002 - December 2004
Skills
Business Process..., Project Management, Business Analysis, SDLC, Cross-functional Team..., Program Management, Requirements Analysis, Team Building, Data Warehousing, Software Documentation, Integration, Process Improvement, Risk Management, Banking, COBOL, SQL, Business Process, Strategy, Vendor Management, Leadership, Six Sigma, Crystal Reports, RUP, Unix, Management, Mainframe, Middleware, EAI, SOA, Analysis, UML, Enterprise Software, Oracle, Software Development, Project Planning, Change Management, Testing, Mergers & Acquisitions, Strategic Planning, Portfolio Management, CMM
Education
University of Missouri-Saint Louis
Visa April 2014 - Present
Visa February 2008 - April 2014
ABM Industries, Inc. June 2006 - 2008
Wells Fargo 2006 - 2006
KPMG 2002 - 2006
KPMG LLP - San Francisco 2002 - 2006
Skills
Sarbanes-Oxley Act, Accounting, Auditing, Financial Analysis, GAAP, Financial Reporting, Internal Controls, US GAAP, SEC Filings, Financial Accounting
Education
University of Missouri-Columbia, College of Business 2001 — 2002
Masters, Accountancy
University of Missouri-Columbia, College of Business 1997 — 2001
BS, Accountancy
Wells Fargo Vice PresidentCitiMortgage1996 - 2007
Skills
Loans, Mortgage Lending, Portfolio Management, Banking, MBS, Capital Markets, Fixed Income, Series 7, Credit, Credit Risk, Valuation, Risk Management, Financial Modeling, Mortgage Banking, Securitization, Credit Analysis
Education
University of Missouri-Columbia
MBA, Finance
University of Missouri-Columbia
BA, Statistics
Charles Schwab July 2006 - Present
Matthews International Capital Management June 2004 - July 2006
Fremont Investment Advisors, Inc. 1998 - 2001
Charles Schwab Investment Management 1997 - 1998
Wells Fargo 1995 - 1997
Wells Fargo July 1994 - July 1995
Skills
Compliance, Risk Management, Asset Management, Investment Advisory, Investments
Education
University of Missouri-Kansas City 1986 — 1993
Accounting
Wells Fargo December 2007 - Present
Education
University of Missouri-Columbia
Wells Fargo January 1996 - Present
Skills
Credit, Mortgage Lending, Credit Analysis, Loans, Banking, Loan Origination, Mortgage Banking, Consumer Lending, Underwriting, FHA, Portfolio Management, Refinance, Cross Selling, Financial Services, Risk Management
Education
University of Missouri-Columbia 1991 — 1995
Bachelor of Science (B.S.), Marketing
IBM March 2001 - Present
Informix September 1997 - February 2001
Wells Fargo December 1996 - August 1997
Skills
Selling, Customer Relations, Business Intelligence, Software Sales, Consultative Selling, Solution Selling, Enterprise Software, Direct Sales, SaaS, Customer Service, Cloud Computing, Software Industry, Channel
Education
University of Missouri-Columbia, College of Business 1993 — 1996
BSBA, Business Administration
Tempur-Pedic July 2012 - July 2013
Tempur-Pedic March 2011 - July 2013
Tempur-Pedic January 2010 - July 2013
MiddleBrook Pharmaceuticals, Inc 2009 - 2009
Schering Plough 2007 - 2008
Wells Fargo 2003 - 2007
Skills
Competitive Analysis, Consultative Selling, Sales Management, Customer Relations, Account Management
Education
University of Missouri-Columbia 1996 — 2000
Bachelor of Journalism, Journalism
Wells Fargo January 2009 - Present
Wachovia January 2008 - January 2009
A. G. Edwards December 1998 - December 2007
Education
University of Missouri-Columbia
Wells Fargo May 2008 - Present
Bank of America October 2006 - May 2008
JPMorgan Chase September 2000 - October 2006
Skills
Mortgage Lending, Sales, Sales Management, Mortgage Banking
Education
University of Missouri-Columbia 1994 — 1997
BA, Communications
University of Missouri-Columbia 1994 — 1997
Bachelor of Communications
Wells Fargo Bank September 1998 - Present
Wells Fargo September 1998 - Present
Skills
Banking, Financial Risk, Mortgage Lending, Credit, Loans, Consumer Lending, Financial Services, Credit Risk, Risk Management, Mortgage Banking, Underwriting, Loan Origination, Credit Analysis, Operational Risk, Operational Risk...
Education
University of Northern Iowa 1995 — 1998
University of Missouri-Kansas City 1994 — 1995
Childrens Hospital Los Angeles June 2001 - December 2008
Los Angeles Times January 1990 - June 2000
Wells Fargo 1979 - 1979
Skills
SQL, CICS, Operating Systems, MVS, Programming, Software Development, TSO, Mainframe, COBOL, Access, FTP, JCL, Microsoft Office, Windows XP, Application Development, Windows 7, Customer Service, Public Speaking, Integration
Education
University of Missouri-Columbia
Bachelor's degree, music
Solution Disrupt LLC July 2015 - Present
The New Teacher Project December 2010 - August 2015
Fleishman-Hillard August 2008 - June 2010
Fleishman-Hillard, Inc August 2006 - August 2008
Fleishman-Hillard, Inc May 2004 - August 2006
Stereotaxis April 2004 - April 2004
Wells Fargo June 2003 - January 2004
Wells Fargo November 2002 - March 2003
IBM August 2002 - November 2002
Dimac Direct, Inc. March 2000 - September 2002
Skills
IT Management, IT Strategy, Management, Team Management, Vendor Management, Staff Management, IT Cost Optimization, Project Management, Active Directory, IT Infrastructure..., Windows Server, Disaster Recovery, System Administration, Data Center, IT Operations, IT Infrastructure Design, Microsoft Exchange, Network Administration, Troubleshooting, Integration, Networking, Technical Support, VMware ESX, Microsoft SQL Server, Infrastructure, Change Management, Software Documentation, Staff Development, Support Management, Information Security, Contract Negotiation, VMware, Servers, Technical Leadership, Budgets
Education
St. Louis Community College - Meramec1995 1995 — 1996
University of Missouri-Rolla 1993 — 1995
Engineering Management with Electrical Engineering preference
Jefferson College 1991 — 1993
Northwest High 1987 — 1991
High School
Wells Fargo October 2013 - Present
Wells Fargo & Co 2000 - October 2013
FreedomNational, Inc. 1999 - 2000
Arcadia Financial Ltd 1997 - 1999
FBS Mortgage 1994 - 1996
First Bank System 1991 - 1994
US Bancorp 1979 - 1994
Skills
Loans, Banking, Consumer Lending, Mortgage Lending, Bank Secrecy Act, AML
Education
University of Missouri-Columbia School of Law 1976 — 1979
JD, Law
University of Missouri-Columbia 1973 — 1976
B.A., Political Science
Wells Fargo October 2014 - Present
McGladrey December 2008 - October 2014
H&R Block October 2001 - December 2008
Accenture January 1996 - October 2001
Skills
Strategy, Strategic Sourcing, Change Management, Procurement, Strategic Planning, Process Improvement, Negotiation, Supply Chain, Management Consulting, Leadership, Contract Management, Vendor Management, Financial Analysis, Business Process..., Project Management, Consulting, Business Strategy, Purchasing, Management, Continuous Improvement, Risk Management, Outsourcing, Contract Negotiation, Vendor Relations, Performance Management, Supply Chain Management, Accounts Payable, Cross-functional Team..., Business Process, Sourcing, Supplier Management, Organizational Alignment, Team Building, Cost Reduction, Budgeting, Contract Negotiations, Business Process..., Business Development, Team Leadership, Shared Services, P&L Management, RFP, Procure-to-Pay, Spend Analysis, Spend Management, Cost Savings Strategies, Logistics Management, ERP Software, Warehousing, Enterprise Software
Education
University of Missouri-Columbia 1991 — 1995
B.S., Finance, Commercial Real Estate
University of Missouri-Columbia, College of Business 1991 — 1995
B.S., Finance, Commercial Real Estate, Economics
Wells Fargo December 2010 - Present
JPMC June 2009 - December 2010
Skills
Oracle, Databases, Unix, XML, SQL, Shell Scripting, Hadoop, ETL, SDLC, Big Data Analytics, Perl, PL/SQL, Big Data, Java, Microsoft SQL Server, Teradata, Data Warehousing
Education
University of Missouri-Rolla
Master's
Equifax April 2013 - Present
Lumenis April 2012 - April 2013
Graham Field Health Products June 2010 - March 2012
PNC Bank June 2008 - June 2010
Wells Fargo June 1999 - June 2008
Skills
Banking, Customer Relations, Credit, Medical Devices, Operating Room, Surgeons, Customer Service, Capital Equipment, Market Development, Product Development, Business Development, Leadership, B2B, Cold Calling, Sales, Selling, Sales Process, Sales Operations
Education
University of Missouri-Columbia 1995 — 1999
BS, Management
CBC
Aclara September 2014 - July 2015
Wells Fargo November 2012 - May 2014
Savvis April 2012 - November 2012
Thomson Reuters Philippines Corporation February 2011 - December 2011
Thomson Reuters January 2006 - December 2011
Thomson Reuters Markets 2006 - December 2011
Christ Community Lutheran Schools October 2005 - December 2005
Missouri S&T December 2004 - October 2005
Skills
FTP, Troubleshooting, Cisco, Software Installation, Computer Hardware, Windows, Servers, Operating Systems, Hardware, Mentoring, Microsoft Office, Wireless, Storage, Customer Relations, Customer Service, Data Center, McAfee, Problem Solving, TCP/IP, XP, Cisco Technologies
Education
University of Missouri-Rolla 2003 — 2005
MS, Information Science and Technology
University of Missouri-Rolla 1998 — 2003
BS, Computer Science
Wells Fargo August 2013 - Present
Infosys December 2011 - August 2013
PayPal October 2007 - November 2011
ABA 1999 - 2010
ABA 1999 - 2009
Washington Mutual 2003 - 2007
Union Bank of California 1997 - 2003
Compliance Consulting 1996 - 1997
US Bank 1992 - 1996
Skills
AML, Compliance, Credit, Risk, Banking
Education
University of Missouri-Columbia School of Law 1987 — 1989
JD, Law
University of Missouri-Columbia 1983 — 1987
BA, Psychology
Wells Fargo December 2009 - Present
Wells Fargo Bank April 2007 - March 2010
DTE Energy September 1998 - March 2007
Daniel Boone Regional Library April 1995 - June 1998
Skills
Employee Relations, Human Resources, Organizational..., Personnel Management, Employee Benefits, Deferred Compensation, HR Policies, Interviews, Employment Law, Policy, Leadership, Change Management, Management, Process Improvement, Program Management, Hiring, Strategic Planning, Management Consulting, Team Leadership, Performance Appraisal
Education
William Woods University 1996 — 1998
MBA, Business Adminstration
University of Missouri-Columbia 1984 — 1988
BSBA, Business Management - Human Resources
Scottrade May 2009 - Present
Wells Fargo 2008 - 2009
A. G. Edwards & Sons Inc 1995 - 2009
Wachovia Securities October 2007 - October 2008
Skills
C++, Databases, SDLC
Education
University of Missouri-Columbia 1988 — 1992
BSBA, Finance
Wells Fargo August 2011 - Present
Skills
Outlook, Visio, Microsoft Office
Education
University of Missouri-Columbia
Bachelor of Science (BS), Special Education and Teaching
Mercy Technical Services (Mercy Health) November 2014 - Present
Sisters of Mercy Health System June 2010 - Present
Wells Fargo 2009 - 2010
Express Scripts July 2009 - December 2009
Enterprise Rent-A-Car March 2001 - October 2008
Education
University of Missouri-Saint Louis 1991 — 1994
BA, Psychology
Washington University in St. Louis
Masters, HR Management/Organizational Development
Titan Bank, N.A. May 2011 - Present
Quadrant Financial, Inc./Heartland Bank/Novus International March 2009 - May 2011
GE Real Estate January 1998 - February 2009
GE Capital May 2000 - January 2003
Wells Fargo October 1985 - March 1997
Skills
Credit, Operational Risk..., Risk Management, Commercial Real Estate, Commercial Lending, Risk Measurement, Loans, Underwriting, Portfolio Management, Financial Risk, Investments, Business Development, Leadership, Asset Managment, Banking, Forecasting, Credit Analysis, Credit Negotiations, Credit Risk, SBA, SBA 504, Small Business Lending, Multi-family, Revolving Lines of..., Management, Leadership..., Six Sigma, Credit Administration
Education
University of Missouri-Columbia 1980 — 1985
BSBA, Finance
SunTrust Bank October 2012 - Present
Wells Fargo 2005 - August 2012
Wachovia Capital Finance / Congress Financial / First Union August 1999 - December 2004
Bank of America Business Credit 1997 - 1999
SouthTrust Bank 1995 - 1997
Deutsche Financial / ITT Commercial Finance 1984 - 1995
Skills
Asset Based Lending, Working Capital..., Credit, Finance, Commercial Banking, Mergers & Acquisitions, Commercial Lending, Mergers, Investments, Business Strategy, Treasury Management, Loans, Risk Management, Corporate Development, Small Business Lending, Investment Banking, Relationship Management, Banking, Factoring, Credit Analysis, Financial Services, Corporate Finance, Restructuring, Commercial Finance, Loan Origination, Business Development, Middle Market, Private Equity, Portfolio Management, Credit Risk, Due Diligence, Underwriting, Financial Modeling, Lines Of Credit, Capital Markets, Financial Analysis, Structured Finance, Valuation, Financial Structuring, Leveraged Finance, Cash Management, Strategic Financial..., Executive Management
Education
University of Missouri-Saint Louis
BSBA, Dual Major: Management Science, Finance; Minor: Economics
UMKC June 2012 - Present
Wells Fargo March 2010 - April 2012
Wells Fargo 2006 - 2010
Wells Fargo 2003 - 2006
Wells Fargo 2001 - 2003
Wells Fargo 1998 - 2001
GE Capital 1995 - 1998
GE Capital 1991 - 1995
GE Capital 1990 - 1991
Skills
Management, Leadership, Consulting, Call Center, Consumer Lending, Credit Analysis, Risk Management, Process Improvement, Training, Loss Mitigation, Quality Assurance, Outlook, Team Leadership, Customer Satisfaction, Team Building, Customer Service, Coaching, Analysis, Microsoft Excel, Call Centers, Software Documentation, Vendor Management, Contract Negotiation, Microsoft Office, Insurance, Data Analysis, Performance Management, Leadership Development, Customer Retention, Supervisory Skills
Education
University of Missouri-Kansas City
Bachelor of Arts, Education
UnitedHealth Group February 2015 - Present
UnitedHealth Group March 2012 - January 2015
UnitedHealth Group April 2009 - February 2012
Wells Fargo May 2006 - April 2009
Accenture June 2005 - May 2006
Skills
SDLC, Requirements Analysis, Business Analysis
Education
University of Missouri-Columbia
Bachelor, Computer Science
AllianceBernstein June 2006 - Present
FAF Advisors February 2004 - May 2006
American Express Financial Advisors February 2003 - November 2003
UBS O'Connor September 2001 - January 2003
Lincoln Capital Managment May 1999 - August 2001
Wells Fargo November 1996 - May 1999
NBD June 1992 - October 1996
Skills
Equities, Asset Management, Portfolio Management, Financial Analysis, Investments, Bloomberg, Equity Research, Financial Modeling, Valuation, Banking, Hedge Funds, Financial Services, Alternative Investments, Commercial Banking, Series 7
Education
Washington University in St. Louis - Olin Business School 1990 — 1992
MBA, Finance
University of Missouri-Columbia, College of Business 1984 — 1988
BSBA, Finance and Banking
First Bank February 2009 - Present
Countrywide Home Loans November 2004 - February 2009
Wells Fargo March 2002 - November 2004
Skills
Move Up Buyers, FHA, FHA financing, Mortgage Lending, Residential Homes, Investment Properties, Loans, Credit, Refinance, Marketing, Mortgage Banking, Real Estate, Customer Service, First Time Home Buyers, Relocation, Referrals, Finance, VA loans, Underwriting, Loan Origination, Commercial Lending, Banking, Small Business Lending, Selling, Small Business, Financial Analysis, Short Sales, Insurance, VA Loans, Sales, FHA Financing
Education
University of Missouri-Columbia 1991 — 1995
Bachelors degree, Psychology and Marketing
Wells Fargo December 2009 - Present
Wells Fargo March 2006 - November 2009
A.G. Edwards October 1985 - October 1994
Skills
Employee Benefits, Human Resources, Team Building
Education
University of Missouri-Columbia 1981 — 1983
BSBA, Business Logistics
Bigcommerce June 2015 - Present
Hewlett-Packard May 2014 - May 2015
ICF International October 2013 - April 2014
ICF International April 2012 - October 2013
Wells Fargo January 2011 - April 2012
Codejars May 2009 - January 2011
Missouri University of Science & Technology August 2010 - December 2010
Missouri University of Science & Technology March 2010 - May 2010
Missouri S&T February 2010 - May 2010
Venuslabs Web Solutions September 2007 - May 2009
Skills
jQuery, MySQL, PHP, Drupal, JavaScript, LAMP, XHTML, Web 2.0, Databases, XML, Software Development, Usability, CSS, SAP R/3, HTML, Information Architecture, Open Source, CRM software, Oracle, Web Services, User Experience, Programming, SAP BI, CRM, CMS, Web Applications, AJAX, JSON, SAP BI/BW, SAP Configuration, Symfony, Symfony Framework, Varnish, AngularJS, Web Development, Java, Front-end, Agile Methodologies, SQL, Design Patterns, Linux, C++, C, Integration, SDLC, Consulting
Education
University of Missouri-Rolla 2009 — 2011
Masters
University of Mumbai 2003 — 2007
Bachelor's
UST Global(H&R Block Project) May 2014 - Present
HCL Technologies(H&R Block Project) December 2010 - May 2014
H&R Block 2010 - 2014
Wells Fargo 2002 - 2007
Skills
Customer Service, Troubleshooting, Microsoft Office, Microsoft Excel, AS/400 Operating System, IT Incident Management, Data Center, Information Technology, Information Security..., Job Coaching, Data Storage..., Systems Monitoring, Employee Relations, Customer Support, Windows, Symantec NetBackup and..., Public Speaking, Leadership, Management, Incident Management, Team Leadership, System Monitoring, Training, Project Management, Team Building, Unix, Disaster Recovery, Vendor Management, Windows Server, Networking, Strategic Planning, Program Management
Education
Centriq Training of Kansas City
Microsoft Certified Technical Specialist, Information Technology
Lincoln Prep
University of Missouri-Kansas City
BS, Business Administration
Wells Fargo April 1987 - Present
Skills
Sales Management, Mortgage Lending, Cold Calling, Sales, Loans, Credit, Account Management, Relationship Management, Series 6, Salesforce.com, Mortgage Banking, Merchant Services, Sales Presentations, Selling, Customer Retention
Education
University of Missouri-Saint Louis
Wells Fargo January 2014 - Present
Wells Fargo Advisors March 2013 - January 2014
BJC HealthCare March 2010 - March 2013
Wedding by Beautiful Beginnings 2007 - 2009
Nestle Purina April 2006 - January 2007
CME Group 2005 - 2006
PwC September 2003 - January 2005
Ernst & Young August 2002 - September 2003
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, Process Improvement, Financial Analysis, Risk Assessment, GAAP, SAP, Microsoft Excel, Sarbanes-Oxley, Financial Accounting, General Ledger, Risk Management, SOX 404, Enterprise Risk..., COSO
Education
University of Missouri-Columbia 1997 — 2002
Master's, Accounting
Hazelwood East High School
Swank Motion Pictures December 2010 - Present
State Farm Agency February 2009 - December 2010
Wells Fargo April 2008 - February 2009
Skills
Marketing Strategy, Event Management, Sales, Insurance, Leadership, Advertising, Credit, Loans, Sales Management, Mortgage Lending, Account Management, New Business Development, Banking, Customer Service, Life Insurance, Marketing, Microsoft Excel, Sales Operations
Education
2004-2007 University of Missouri-Columbia: Trulaske College of Business 2004 — 2007
Bachelor of Science, Business Administration; Marketing
University of Missouri-Columbia 2004 — 2007
BA in Bachelor of Science, Business Marketing
Peoples Bank November 2012 - Present
FDIC September 2010 - October 2012
FDIC September 2010 - October 2012
ServiceLink a Division of Fidelity National December 2009 - September 2010
Aurora Loan Services May 2009 - September 2009
Citicorp Credit Services May 2008 - April 2009
First Horizon Home Loans January 2005 - September 2007
First Horizon Home Loans January 2005 - September 2007
Wells Fargo August 2003 - December 2004
St. Francis Bank April 2002 - August 2003
Skills
Mortgage Lending, Banking, Credit Risk, Risk Management, FHA, Loans, Financial Risk, Underwriting, Finance, Credit, Loss Mitigation, Financial Analysis, Mortgage Banking, Loan Origination, Refinance, Commercial Lending, Credit Analysis, Residential Mortgages, Portfolio Management, Real Estate, VA Loans, Investment Properties, FHA Financing, USDA, Management, Executive Management, Customer Service, Consumer Lending, Commercial Mortgages
Education
COMMUNITY SERVICESpina Bifida Association of Greater Kansas City
Mortgage Bankers Association
Commercial Real Estate Finance
University of Missouri-Kansas City
Wells Fargo January 2014 - Present
Citi August 2012 - December 2013
CitiMortgage May 2010 - August 2012
Skills
Financial Analysis, Financial Reporting, Financial Planning, Corporate Finance, Strategic Planning, Financial Modeling, Business Analysis, Real Estate Lending, Mortgage Lending, Securities Lending, Commercial Lending, Asset Based Lending, Business Planning, Short Sales, Foreclosures, Investment Properties, Real Estate, Real Estate Transactions, REO, Research, Business Development, Relationship Building
Education
University of Missouri-Saint Louis
Finance
Diebold January 2014 - Present
STANLEY Security July 2012 - September 2013
STANLEY Security March 2010 - July 2012
ADT Security Services November 1997 - February 2010
Wells Fargo May 1996 - November 1997
Skills
Access Control, CCTV, Fire Alarm, Sales, Alarm Systems, Video Analytics, IP Cameras, Video over IP, Intrusion Detection, IP CCTV, Biometrics, Surveillance, Security Management, IPS, Physical Security
Education
University of Missouri-Kansas City 1978 — 1981
Wells Fargo 2013 - Present
Education
University of Missouri-Kansas City
Wells Fargo Home Mortgage September 2011 - August 2013
Wells Fargo Home Mortgage February 2004 - March 2005
Wells Fargo January 2002 - February 2004
Wells Fargo April 2001 - January 2002
Wells Fargo 1999 - 2001
Skills
Sales Management, Sales, Customer Service, Account Management, Customer Retention, Customer Satisfaction, Cold Calling, Direct Sales, Sales Process, Sales Operations, New Business Development, Microsoft Excel, Mortgage Banking, Mortgage Lending, Refinance
Education
University of Phoenix 2001 — 2003
Master of Arts (MA), Organizational Management
University of Missouri-Saint Louis 1995 — 1999
Bachelor of Arts (BA), Marketing
Wells Fargo October 2009 - Present
Chrysler Financial May 2001 - October 2009
Education
University of Missouri-Columbia 1994 — 1998
Bachelor of Science, Business Administration - Finance & Banking
Voya Financial April 2015 - Present
Bank of the West July 2003 - January 2015
Wells Fargo 2002 - 2003
Skills
Series 7, Series 63, Series 24, Series 65, Series 52, Wealth Management, Investment Advisory, Life Insurance, Investments, Retirement Planning, Team Management, Recruiting, Strategic Planning, Project Management, Team Leadership, Internet Recruiting, Data Analysis, Banking, Commercial Lending, Management, Consumer Lending, Financial Services, Portfolio Management, Loans, Mutual Funds, Finance
Education
University of Missouri-Columbia
UMB Bank April 2014 - Present
Wells Fargo March 2011 - March 2014
Bank of America January 2008 - June 2009
Skills
Banking, Portfolio Management, Mortgage Lending, Loans, Underwriting, Financial Analysis, Commercial Banking, Sales, Customer Service, Process Improvement, Leadership, Real Estate, Sales Management, Strategic Planning, Account Management, Marketing, Team Building, Management, Investments, Credit, Finance, Commercial Lending, Credit Analysis
Education
University of Missouri-Kansas City 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Wells Fargo December 2012 - Present
The Home Depot February 2005 - August 2013
Education
University of Missouri-Kansas City 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo June 2013 - Present
Citi May 2011 - Present
JPMorgan Chase September 2009 - May 2011
Wachovia Bank June 2007 - September 2009
Skills
Banking, Financial Analysis, Credit, Retail Banking, Loans, Credit Risk, Commercial Banking, Relationship Management, Financial Modeling, Risk Management, Fixed Income, Portfolio Management, Sales
Education
University of Missouri-Columbia 1982 — 1985
Master's degree, Educational Administration and Supervision
University of Missouri-Columbia
Bachelor's degree, Education, 3.7
Midland Loan Services January 2011 - Present
Midland Loan Services January 2011 - Present
Wells Fargo January 2010 - January 2011
Bancorp Financial Services Inc. January 2007 - January 2009
First Federal Bank of Kansas City January 2004 - January 2007
UMB Bank January 1999 - January 2004
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Research, Management, Team Leadership, New Business Development, Credit Risk, Outlook, Loans, Loan Origination, Commercial Real Estate, Real Estate Financing, Commercial Banking
Education
American Institute of Banking
Diploma, Commercial Lending
American Institute of Banking
Diploma
University of Missouri-Kansas City
License Consulting, Inc March 2013 - Present
UMB Bank April 2011 - February 2013
Wells Fargo December 2009 - February 2011
Data Source, Inc 2000 - 2006
Education
University of Missouri-Columbia 1997 — 1999
Bachelor's Degree, Parks, Recreation and Tourism Studies
William Jewell College 1995 — 1997
General Studies
Wells Fargo February 2015 - Present
Bank of America September 2013 - January 2015
American Express April 2012 - September 2013
Education
University of Missouri-Kansas City 2010 — 2012
Master's degree, Computer Science