Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Jonathan Ziebell Jonathan Ziebell's Wells Fargo Experience May 2002 - July 2003
Job Software Engineering Associate Manager
Industry Information Technology and Services
Experience
Accenture December 2014 - Present
Accenture June 2014 - December 2014
Accenture 2013 - 2014
Accenture 2012 - 2013
Accenture 2008 - 2012
Accenture 2007 - 2011
Accenture 2003 - 2008
Wells Fargo May 2002 - July 2003
Skills
SQL, PeopleSoft, Software Project..., Software Development, Technical Design, PeopleCode, Management Consulting, IT Strategy, Requirements Analysis, Business Transformation, SDLC, Requirements Gathering, Integration, SQR, OPA, Project Management, Management, Business Process, Business Analysis, Program Management
Education
University of North Carolina at Chapel Hill 1998 — 2002
BS, Business Administration, Information Systems
Accenture December 2014 - Present
Accenture June 2014 - December 2014
Accenture 2013 - 2014
Accenture 2012 - 2013
Accenture 2008 - 2012
Accenture 2007 - 2011
Accenture 2003 - 2008
Wells Fargo May 2002 - July 2003
Skills
SQL, PeopleSoft, Software Project..., Software Development, Technical Design, PeopleCode, Management Consulting, IT Strategy, Requirements Analysis, Business Transformation, SDLC, Requirements Gathering, Integration, SQR, OPA, Project Management, Management, Business Process, Business Analysis, Program Management
Education
University of North Carolina at Chapel Hill 1998 — 2002
BS, Business Administration, Information Systems
Elizabeth Nance Elizabeth Nance's Wells Fargo Experience June 2013 - August 2013
Job Client Relationship Associate at Vanguard
Industry Public Relations and Communications
Experience
The Vanguard Group May 2014 - Present
Wells Fargo June 2013 - August 2013
Topsail Post & Voice June 2012 - August 2012
Camp Sea Gull and Camp Seafarer June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Teamwork, Public Speaking, HTML, Windows, English, Event Planning, Press Releases, Cision
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor in Arts Journalism Mass Communications, Public Relations; Minor in History
Charlotte Latin School 1998 — 2010
K-12
The Vanguard Group May 2014 - Present
Wells Fargo June 2013 - August 2013
Topsail Post & Voice June 2012 - August 2012
Camp Sea Gull and Camp Seafarer June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Teamwork, Public Speaking, HTML, Windows, English, Event Planning, Press Releases, Cision
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor in Arts Journalism Mass Communications, Public Relations; Minor in History
Charlotte Latin School 1998 — 2010
K-12
Alan Peter Alan Peter's Wells Fargo Experience April 2006 - April 2010
Job Senior Network Engineer at Bloomberg Inc
Industry Information Technology and Services
Experience
Bloomberg Inc May 2010 - Present
Wells Fargo April 2006 - April 2010
JP Morgan Chase March 2005 - March 2006
Skills
Java, JavaScript, HTML, IBM HTTP Server, CSS, IBM AS/400, LAN, LAN-WAN, Unix, Linux, SharePoint, MS-DOS, WAP, Juniper Switches, Cisco Technologies
Education
University of North Carolina at Chapel Hill
Bachelor's Degree
Bloomberg Inc May 2010 - Present
Wells Fargo April 2006 - April 2010
JP Morgan Chase March 2005 - March 2006
Skills
Java, JavaScript, HTML, IBM HTTP Server, CSS, IBM AS/400, LAN, LAN-WAN, Unix, Linux, SharePoint, MS-DOS, WAP, Juniper Switches, Cisco Technologies
Education
University of North Carolina at Chapel Hill
Bachelor's Degree
Allen Clayton Allen Clayton's Wells Fargo Experience March 2012 - Present
Job Business Banking Manager: Greenville, Goldsboro, and Kinston at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2012 - Present
Regions Bank November 2004 - March 2012
First Citizens Bank September 1997 - October 2004
Wachovia, A Wells Fargo Company June 1987 - September 1997
Education
University of North Carolina at Chapel Hill 1983 — 1987
BA, Industrial Relations
Wells Fargo March 2012 - Present
Regions Bank November 2004 - March 2012
First Citizens Bank September 1997 - October 2004
Wachovia, A Wells Fargo Company June 1987 - September 1997
Education
University of North Carolina at Chapel Hill 1983 — 1987
BA, Industrial Relations
Felecia Dewing Felecia Dewing's Wells Fargo Experience September 2008 - July 2010
Job After the Bell and Kids Kamp Coordinator at Shades Mountain Baptist Church
Industry Religious Institutions
Experience
Shades Mountain Baptist Church December 2012 - Present
Birmingham Zoo April 2011 - December 2011
Wells Fargo September 2008 - July 2010
Skills
Curriculum Design, Teaching, Program Management, Analysis, CRM, Databases, Process Scheduler, Public Speaking, Customer Service, Nonprofits, Event Planning, Microsoft Office, Social Media
Education
Beeson Divinity School 2004 — 2007
Master of Divinity (M.Div.)
UNC Chapel Hill 2000 — 2004
Bachelor's degree, Religion/Religious Studies and Psychology
Shades Mountain Baptist Church December 2012 - Present
Birmingham Zoo April 2011 - December 2011
Wells Fargo September 2008 - July 2010
Skills
Curriculum Design, Teaching, Program Management, Analysis, CRM, Databases, Process Scheduler, Public Speaking, Customer Service, Nonprofits, Event Planning, Microsoft Office, Social Media
Education
Beeson Divinity School 2004 — 2007
Master of Divinity (M.Div.)
UNC Chapel Hill 2000 — 2004
Bachelor's degree, Religion/Religious Studies and Psychology
Hugh Holston Hugh Holston's Wells Fargo Experience June 1984 - December 1996
Job Director Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2014 - Present
AT&T January 1997 - April 2014
Wells Fargo June 1984 - December 1996
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.)
Lincoln Financial Group April 2014 - Present
AT&T January 1997 - April 2014
Wells Fargo June 1984 - December 1996
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.)
Bryan Pennington Bryan Pennington's Wells Fargo Experience June 1987 - June 1998
Job SVP Client Development Officer at Paragon Bank
Industry Financial Services
Experience
Paragon Bank September 2014 - Present
CapStone Bank August 2007 - September 2014
Southern Community Bank & Trust January 2006 - June 2007
First Citizens Bank June 1998 - December 2005
Wells Fargo June 1987 - June 1998
Skills
Retirement Planning, Commercial Lending, Banking, Portfolio Management, Investments, Loans, Credit, Management, Commercial Banking, Real Estate, Financial Analysis, Credit Analysis, Small Business Lending, Underwriting
Education
University of North Carolina at Chapel Hill
BA, Economics
Paragon Bank September 2014 - Present
CapStone Bank August 2007 - September 2014
Southern Community Bank & Trust January 2006 - June 2007
First Citizens Bank June 1998 - December 2005
Wells Fargo June 1987 - June 1998
Skills
Retirement Planning, Commercial Lending, Banking, Portfolio Management, Investments, Loans, Credit, Management, Commercial Banking, Real Estate, Financial Analysis, Credit Analysis, Small Business Lending, Underwriting
Education
University of North Carolina at Chapel Hill
BA, Economics
Don Vecchiarello Don Vecchiarello's Wells Fargo Experience March 2007 - September 2009
Job Small Business Communications Manager at Bank of America
Industry Banking
Experience
Bank of America September 2009 - Present
Wells Fargo March 2007 - September 2009
Wachovia June 2003 - March 2007
Skills
Banking, Customer Service, Credit, Portfolio Management, Sales, Financial Analysis, Strategic Communications, Social Media, Loans, Commercial Lending, Corporate Communications, Social Media Marketing, Media Relations, Marketing Strategy, Press Releases, Blogging, Microsoft Office, Public Relations, Marketing Communications, Retail Banking, Marketing, Commercial Banking
Education
University of North Carolina at Chapel Hill 1997 — 1999
Master of Arts (MA), Interpersonal and Organizational Communications
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor of Arts (BA), English and American History
Bank of America September 2009 - Present
Wells Fargo March 2007 - September 2009
Wachovia June 2003 - March 2007
Skills
Banking, Customer Service, Credit, Portfolio Management, Sales, Financial Analysis, Strategic Communications, Social Media, Loans, Commercial Lending, Corporate Communications, Social Media Marketing, Media Relations, Marketing Strategy, Press Releases, Blogging, Microsoft Office, Public Relations, Marketing Communications, Retail Banking, Marketing, Commercial Banking
Education
University of North Carolina at Chapel Hill 1997 — 1999
Master of Arts (MA), Interpersonal and Organizational Communications
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor of Arts (BA), English and American History
Danny Hatfield Danny Hatfield's Wells Fargo Experience May 2015 - Present
Job Financial Analyst, Technology & Venture Banking Group at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2015 - Present
Wells Fargo June 2014 - May 2015
Estancia Capital Management May 2013 - August 2013
Estancia Capital Management June 2012 - August 2012
Neptune Swim Club May 2012 - August 2012
Neptune Swim Club May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Economics, Leadership, Banking, Finance, Investments, Valuation, Private Equity
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (BS), Economics
Wells Fargo May 2015 - Present
Wells Fargo June 2014 - May 2015
Estancia Capital Management May 2013 - August 2013
Estancia Capital Management June 2012 - August 2012
Neptune Swim Club May 2012 - August 2012
Neptune Swim Club May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Economics, Leadership, Banking, Finance, Investments, Valuation, Private Equity
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (BS), Economics
Adrienne Leo Adrienne Leo's Wells Fargo Experience July 2011 - Present
Job Strategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2011 - Present
Wells Fargo February 2010 - July 2011
Wells Fargo April 2008 - February 2010
Skills
SDLC, Business Analysis, PMO, Project Management, Risk Management, Process Improvement, Banking, Program Management, Project Portfolio..., SharePoint, Requirements Gathering, Strategic Planning, Consulting
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), International Studies
Westmont College 2001 — 2002
General Studies
Wells Fargo July 2011 - Present
Wells Fargo February 2010 - July 2011
Wells Fargo April 2008 - February 2010
Skills
SDLC, Business Analysis, PMO, Project Management, Risk Management, Process Improvement, Banking, Program Management, Project Portfolio..., SharePoint, Requirements Gathering, Strategic Planning, Consulting
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), International Studies
Westmont College 2001 — 2002
General Studies
Danny Gardner, CPA Danny Gardner, CPA's Wells Fargo Experience August 2015 - Present
Job Accounting Manager at Wells Fargo
Industry Accounting
Experience
Wells Fargo August 2015 - Present
RSM McGladrey July 2009 - Present
Time Warner Inc. April 2008 - November 2008
Grant Thornton May 2005 - April 2008
Cingular Wireless October 2003 - May 2005
Deloitte & Touche August 2001 - October 2003
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley, CPA, Auditing, Accounting, Process Improvement, Analysis, Risk Assessment, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
MAC
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Business Administration
Wells Fargo August 2015 - Present
RSM McGladrey July 2009 - Present
Time Warner Inc. April 2008 - November 2008
Grant Thornton May 2005 - April 2008
Cingular Wireless October 2003 - May 2005
Deloitte & Touche August 2001 - October 2003
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley, CPA, Auditing, Accounting, Process Improvement, Analysis, Risk Assessment, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
MAC
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Business Administration
Valdese Jones Valdese Jones's Wells Fargo Experience July 2013 - Present
Job Market Growth and Development Consultant
Industry Banking
Experience
Wells Fargo July 2013 - Present
Wells Fargo Bank August 2011 - July 2013
Wells Fargo Bank January 2007 - August 2011
Wells Fargo Bank May 2005 - December 2006
Wells Fargo Bank March 2004 - April 2005
Wells Fargo Bank October 2000 - March 2004
Skills
Coaching, Consulting, Change Management, Operations Management, Leadership Development, Situational Leadership, Partnering, Training Facilitation, Business Development, Management, CRM, Leadership, Analysis, Sales, Budgets, Strategic Planning, Retail, Time Management, Training, Risk Management, Strategy, Performance Management, Banking, Credit
Education
University of North Carolina at Chapel Hill 1994 — 1998
B.A., History
Hendersonville High School
Wells Fargo July 2013 - Present
Wells Fargo Bank August 2011 - July 2013
Wells Fargo Bank January 2007 - August 2011
Wells Fargo Bank May 2005 - December 2006
Wells Fargo Bank March 2004 - April 2005
Wells Fargo Bank October 2000 - March 2004
Skills
Coaching, Consulting, Change Management, Operations Management, Leadership Development, Situational Leadership, Partnering, Training Facilitation, Business Development, Management, CRM, Leadership, Analysis, Sales, Budgets, Strategic Planning, Retail, Time Management, Training, Risk Management, Strategy, Performance Management, Banking, Credit
Education
University of North Carolina at Chapel Hill 1994 — 1998
B.A., History
Hendersonville High School
Alexis Wang Alexis Wang's Wells Fargo Experience July 2015 - Present
Job Strategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo August 2014 - July 2015
Wells Fargo August 2013 - August 2014
Hypebeast 2013 - 2014
Felt Zine 2011 - 2014
Student Undergraduate Research Fellowship March 2011 - May 2013
Affinity China Communications 2012 - 2013
Teach For China September 2011 - July 2012
Dress for Success Triangle NC January 2012 - May 2012
Hanesbrands Inc. January 2012 - May 2012
Skills
Data Analysis, New Media, Leadership, Business Intelligence, Product Management, International Business, Strategy, Design, Market Research, Microsoft Excel, PowerPoint, Event Planning, Research, Mandarin
Education
UNC Kenan-Flagler Business School
BSBA, Business Administration and Management, Consulting
University of North Carolina at Chapel Hill
Minor, Information Systems
Wells Fargo July 2015 - Present
Wells Fargo August 2014 - July 2015
Wells Fargo August 2013 - August 2014
Hypebeast 2013 - 2014
Felt Zine 2011 - 2014
Student Undergraduate Research Fellowship March 2011 - May 2013
Affinity China Communications 2012 - 2013
Teach For China September 2011 - July 2012
Dress for Success Triangle NC January 2012 - May 2012
Hanesbrands Inc. January 2012 - May 2012
Skills
Data Analysis, New Media, Leadership, Business Intelligence, Product Management, International Business, Strategy, Design, Market Research, Microsoft Excel, PowerPoint, Event Planning, Research, Mandarin
Education
UNC Kenan-Flagler Business School
BSBA, Business Administration and Management, Consulting
University of North Carolina at Chapel Hill
Minor, Information Systems
Gary Cerquera Gary Cerquera's Wells Fargo Experience October 2013 - March 2014
Job Catholic Seminarian
Industry Religious Institutions
Experience
Piarist Order August 2014 - Present
Wells Fargo October 2013 - March 2014
Wells Fargo February 2012 - September 2013
Bank of America November 2011 - January 2012
Pollo Campeon Restaurant October 2010 - August 2011
Bank of America - US Trust June 2010 - August 2010
Bank of America August 2008 - June 2009
Skills
Finance, Loans, Banking, Investments, Business Development, Wealth Management, Mortgage Lending, FHA, Portfolio Management, Credit Risk, Strategic Planning, Credit Analysis, Investment Management, Wealth Management..., Non-profit Volunteer, Credit
Education
Pontificia Universidad Católica de Puerto Rico 2014 — 2018
Master's Degree, M.Ed. in Administration and Supervision
University of North Carolina at Chapel Hill 2009 — 2011
Bachelors of Arts, Economics
UNCG Bryan School of Business & Economics 2007 — 2009
Pre-Business Administration, Pre-Business
Western Guilford High School 2004 — 2007
High School
Algarrobos 2002 — 2003
High School, Junior High/Intermediate/Middle School Education and Teaching
Piarist Order August 2014 - Present
Wells Fargo October 2013 - March 2014
Wells Fargo February 2012 - September 2013
Bank of America November 2011 - January 2012
Pollo Campeon Restaurant October 2010 - August 2011
Bank of America - US Trust June 2010 - August 2010
Bank of America August 2008 - June 2009
Skills
Finance, Loans, Banking, Investments, Business Development, Wealth Management, Mortgage Lending, FHA, Portfolio Management, Credit Risk, Strategic Planning, Credit Analysis, Investment Management, Wealth Management..., Non-profit Volunteer, Credit
Education
Pontificia Universidad Católica de Puerto Rico 2014 — 2018
Master's Degree, M.Ed. in Administration and Supervision
University of North Carolina at Chapel Hill 2009 — 2011
Bachelors of Arts, Economics
UNCG Bryan School of Business & Economics 2007 — 2009
Pre-Business Administration, Pre-Business
Western Guilford High School 2004 — 2007
High School
Algarrobos 2002 — 2003
High School, Junior High/Intermediate/Middle School Education and Teaching
Doug Bass's Wells Fargo Experience February 2002 - Present
Job Applications Systems Engineer
Industry Banking
Experience
Wells Fargo February 2002 - Present
QualChoice August 1999 - February 2002
Advanced Technology Systems May 1998 - August 1999
Inmar November 1996 - April 1998
Skills
Microsoft SQL Server, ASP.NET, Visual Basic, Software Development, T-SQL, .NET, Java, Web Development, JavaScript, ASP, C#, Oracle, IIS, SQL, XML, AJAX, SQL Server, XSLT, jQuery, Design Patterns, HTML, LINQ, SSRS, JSP, Subversion, Java Enterprise Edition, OOP, ADO.NET, Visual Studio, PL/SQL, Programming, CSS, Web Applications, Databases, Database Design, Weblogic, WebSphere MQ, Struts, Web Services, WebLogic, SOA
Education
University of North Carolina at Chapel Hill
University of North Carolina at Greensboro
Wells Fargo February 2002 - Present
QualChoice August 1999 - February 2002
Advanced Technology Systems May 1998 - August 1999
Inmar November 1996 - April 1998
Skills
Microsoft SQL Server, ASP.NET, Visual Basic, Software Development, T-SQL, .NET, Java, Web Development, JavaScript, ASP, C#, Oracle, IIS, SQL, XML, AJAX, SQL Server, XSLT, jQuery, Design Patterns, HTML, LINQ, SSRS, JSP, Subversion, Java Enterprise Edition, OOP, ADO.NET, Visual Studio, PL/SQL, Programming, CSS, Web Applications, Databases, Database Design, Weblogic, WebSphere MQ, Struts, Web Services, WebLogic, SOA
Education
University of North Carolina at Chapel Hill
University of North Carolina at Greensboro
Paul E. Wilson Paul E. Wilson's Wells Fargo Experience April 2014 - October 2014
Job Excel / VBA / Access Developer at Fannie Mae
Industry Information Technology and Services
Experience
Fannie Mae 2014 - Present
Wells Fargo April 2014 - October 2014
HensonFuerst, PA January 2012 - January 2014
Durham Exchange Club Industries, Inc. June 2011 - January 2012
University of North Carolina at Chapel Hill April 2008 - July 2011
Carolina Performing Arts June 2010 - January 2011
University of North Carolina at Chapel Hill 2001 - 2005
Skills
Access, VBA, SQL, Databases, Microsoft Office, Microsoft Excel, Software Development, Database Design, Integration, Programming, Microsoft OneNote, Visual Basic, SharePoint, Visio, Data Analysis, Business Intelligence, Microsoft SQL Server, Needles Case Management, Software Documentation, XML, HTML, Analysis, Business Analysis, Windows, Database Administration, Data Management, Training, Requirements Analysis, Systems Analysis, Data Modeling
Education
University of North Carolina at Chapel Hill
Bachelor's degree
The Norfolk Academy
High School Diploma
Fannie Mae 2014 - Present
Wells Fargo April 2014 - October 2014
HensonFuerst, PA January 2012 - January 2014
Durham Exchange Club Industries, Inc. June 2011 - January 2012
University of North Carolina at Chapel Hill April 2008 - July 2011
Carolina Performing Arts June 2010 - January 2011
University of North Carolina at Chapel Hill 2001 - 2005
Skills
Access, VBA, SQL, Databases, Microsoft Office, Microsoft Excel, Software Development, Database Design, Integration, Programming, Microsoft OneNote, Visual Basic, SharePoint, Visio, Data Analysis, Business Intelligence, Microsoft SQL Server, Needles Case Management, Software Documentation, XML, HTML, Analysis, Business Analysis, Windows, Database Administration, Data Management, Training, Requirements Analysis, Systems Analysis, Data Modeling
Education
University of North Carolina at Chapel Hill
Bachelor's degree
The Norfolk Academy
High School Diploma
Jonathan Nemec Jonathan Nemec's Wells Fargo Experience July 2014 - Present
Job Operational Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2014 - Present
PwC August 2011 - July 2014
Washington Financial Bank June 2010 - August 2011
James B. Miller CPA December 2008 - June 2010
Skills
Internal Audit, Banking, Internal Controls, Financial Services, Capital Markets, Financial Risk, Risk Management, Management Consulting, Strategy, Operational Risk...
Education
University of North Carolina at Chapel Hill 2015 — 2018
Master of Business Administration (M.B.A.)
Washington and Jefferson College 2007 — 2011
BA, Accounting
Wells Fargo July 2014 - Present
PwC August 2011 - July 2014
Washington Financial Bank June 2010 - August 2011
James B. Miller CPA December 2008 - June 2010
Skills
Internal Audit, Banking, Internal Controls, Financial Services, Capital Markets, Financial Risk, Risk Management, Management Consulting, Strategy, Operational Risk...
Education
University of North Carolina at Chapel Hill 2015 — 2018
Master of Business Administration (M.B.A.)
Washington and Jefferson College 2007 — 2011
BA, Accounting
Ilana Germaine Ilana Germaine's Wells Fargo Experience 2009 - 2011
Job Vice President at Janes Capital Partners
Industry Investment Banking
Experience
Janes Capital Partners March 2015 - Present
Janes Capital Partners July 2013 - March 2015
Tiffany & Co. May 2012 - August 2012
AHAVA North America August 2011 - May 2012
Wells Fargo 2009 - 2011
Wachovia, A Wells Fargo Company 2007 - 2009
Giorgio Armani 2006 - 2006
Skills
Business Development, Financial Analysis, Banking, Financial Modeling, Fixed Income, Corporate Finance, Marketing, Valuation, Finance, Bloomberg, Private Equity, Investments
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA)
UNC Chapel Hill 2003 — 2007
BS, Business Administration
Janes Capital Partners March 2015 - Present
Janes Capital Partners July 2013 - March 2015
Tiffany & Co. May 2012 - August 2012
AHAVA North America August 2011 - May 2012
Wells Fargo 2009 - 2011
Wachovia, A Wells Fargo Company 2007 - 2009
Giorgio Armani 2006 - 2006
Skills
Business Development, Financial Analysis, Banking, Financial Modeling, Fixed Income, Corporate Finance, Marketing, Valuation, Finance, Bloomberg, Private Equity, Investments
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA)
UNC Chapel Hill 2003 — 2007
BS, Business Administration
Hank Carmichael's Wells Fargo Experience July 2015 - Present
Job Financial Analyst, REIT Finance, Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
Wells Fargo May 2014 - August 2014
UNC Chapel Hill Housing and Residential Education August 2012 - May 2014
College of Charleston Athletic Department May 2013 - July 2013
Skills
Underwriting, Financial Modeling, Company Valuation, Debt & Equity Financing, Finance, Microsoft Excel, Financial Reporting, Sales, Fundraising, Event Planning, Teamwork, Marketing
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Bachelor of Business Administration Minor (BBA)
Wells Fargo July 2015 - Present
Wells Fargo May 2014 - August 2014
UNC Chapel Hill Housing and Residential Education August 2012 - May 2014
College of Charleston Athletic Department May 2013 - July 2013
Skills
Underwriting, Financial Modeling, Company Valuation, Debt & Equity Financing, Finance, Microsoft Excel, Financial Reporting, Sales, Fundraising, Event Planning, Teamwork, Marketing
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Bachelor of Business Administration Minor (BBA)
David Warlick David Warlick's Wells Fargo Experience July 2000 - Present
Job Corporate Communications at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2000 - Present
Education
University of North Carolina at Chapel Hill
Wells Fargo July 2000 - Present
Education
University of North Carolina at Chapel Hill
Amy Satterfield Amy Satterfield's Wells Fargo Experience July 2014 - Present
Job Treasury Management Sales Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Wells Fargo January 2012 - June 2014
Wells Fargo December 2005 - December 2011
Accenture April 1997 - September 2002
Skills
Treasury, Banking, Treasury Management, Commercial Banking, Financial Services, Cash Management, Payments, Credit, Electronic Payments, Treasury Services, Cross Selling, Portfolio Management, Loans, Commercial Lending, Risk Management
Education
UNC Chapel Hill 1989 — 1993
Bachelor of Arts (BA), Journalism
Wells Fargo July 2014 - Present
Wells Fargo January 2012 - June 2014
Wells Fargo December 2005 - December 2011
Accenture April 1997 - September 2002
Skills
Treasury, Banking, Treasury Management, Commercial Banking, Financial Services, Cash Management, Payments, Credit, Electronic Payments, Treasury Services, Cross Selling, Portfolio Management, Loans, Commercial Lending, Risk Management
Education
UNC Chapel Hill 1989 — 1993
Bachelor of Arts (BA), Journalism
Bobby Confoy Bobby Confoy's Wells Fargo Experience May 2013 - July 2013
Job Student at University of North Carolina at Chapel Hill
Industry
Experience
Marwood Group June 2015 - August 2015
Wells Fargo May 2013 - July 2013
Skills
Economics, Leadership, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Portuguese
Education
UNC Chapel Hill 2012 — 2016
Bachelor's Degree, Economics, Junior
Marwood Group June 2015 - August 2015
Wells Fargo May 2013 - July 2013
Skills
Economics, Leadership, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Portuguese
Education
UNC Chapel Hill 2012 — 2016
Bachelor's Degree, Economics, Junior
Alex Chaffee Alex Chaffee's Wells Fargo Experience April 2011 - April 2012
Job VP, Retail Distribution Strategy at Bank of America
Industry Banking
Experience
Bank of America April 2012 - Present
Wells Fargo April 2011 - April 2012
Family Dollar January 2009 - April 2011
Family Dollar January 2008 - January 2009
Skills
Analytics, Data Analysis, Market Analysis, Competitive Analysis, Strategy, Market Research, Project Management, Customer Service, Leadership
Education
University of North Carolina at Charlotte 2006 — 2009
MA, Geography - Location Analysis
University of North Carolina at Chapel Hill 2002 — 2006
BA, Geography
Bank of America April 2012 - Present
Wells Fargo April 2011 - April 2012
Family Dollar January 2009 - April 2011
Family Dollar January 2008 - January 2009
Skills
Analytics, Data Analysis, Market Analysis, Competitive Analysis, Strategy, Market Research, Project Management, Customer Service, Leadership
Education
University of North Carolina at Charlotte 2006 — 2009
MA, Geography - Location Analysis
University of North Carolina at Chapel Hill 2002 — 2006
BA, Geography
Angelica Anderson's Wells Fargo Experience November 2006 - February 2008
Job Associate Producer at NBCUniversal, Inc.
Industry Broadcast Media
Experience
NBCUniversal, Inc. January 2015 - Present
Girls Read Comics Too February 2011 - Present
NBCUniversal, Inc. February 2008 - January 2015
Wells Fargo November 2006 - February 2008
Di Novi Pictures June 2006 - July 2006
WTVI May 2005 - August 2005
Skills
Final Cut Pro, Editing, Field Producing, Avid, Social Media, Blogging, Final Draft, Avid Media Composer, Twitter, Video Editing, Facebook, Web Content, Editorial, Teleprompter, Photoshop, Non-linear Editing, Microsoft Office, Mac, Film, Edius, Tape Libraries, Editorial writing, Geek Culture, Comic Books, Social Media Blogging, Social Media Outreach, Book Reviews, Audacity
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts, Communications
NBCUniversal, Inc. January 2015 - Present
Girls Read Comics Too February 2011 - Present
NBCUniversal, Inc. February 2008 - January 2015
Wells Fargo November 2006 - February 2008
Di Novi Pictures June 2006 - July 2006
WTVI May 2005 - August 2005
Skills
Final Cut Pro, Editing, Field Producing, Avid, Social Media, Blogging, Final Draft, Avid Media Composer, Twitter, Video Editing, Facebook, Web Content, Editorial, Teleprompter, Photoshop, Non-linear Editing, Microsoft Office, Mac, Film, Edius, Tape Libraries, Editorial writing, Geek Culture, Comic Books, Social Media Blogging, Social Media Outreach, Book Reviews, Audacity
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts, Communications
Graham Arrowood Graham Arrowood's Wells Fargo Experience June 2015 - Present
Job Auditor at Wells Fargo
Industry Accounting
Experience
Wells Fargo June 2015 - Present
EY January 2015 - May 2015
Wake Forest University May 2013 - December 2014
EY January 2014 - March 2014
Skills
Microsoft Excel, Research, Microsoft Word
Education
Wake Forest University 2013 — 2014
Master of Science (M.S.), Accounting
UNC Chapel Hill 2010 — 2013
BA, English
Wells Fargo June 2015 - Present
EY January 2015 - May 2015
Wake Forest University May 2013 - December 2014
EY January 2014 - March 2014
Skills
Microsoft Excel, Research, Microsoft Word
Education
Wake Forest University 2013 — 2014
Master of Science (M.S.), Accounting
UNC Chapel Hill 2010 — 2013
BA, English
Christopher Hooker, CFA Christopher Hooker, CFA's Wells Fargo Experience November 2009 - June 2011
Job Implementation Consultant
Industry Investment Management
Experience
Envestnet Tamarac January 2015 - Present
Aon Hewitt April 2014 - January 2015
Wells Fargo November 2009 - June 2011
Wells Fargo April 2007 - November 2009
Banc of America Investment Services Inc November 2006 - April 2007
Skills
Bloomberg, Word, Excel, Factset, Critical Thinking, Crystal Ball, Siebel, Financial Modeling, Monte Carlo Simulation, Financial Software, Outlook, Access, Microsoft Office, Morningstar, Financial Analysis, Microsoft Excel, Quantitative Analytics, Forecasting, Investments, Financial Reporting, Asset Allocation, Series 7, Portfolio Management, Accounting Applications, Securities, Equities, Investment Management, Trading, Derivatives, Microsoft Word, Fixed Income
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
MBA, Finance
University of North Carolina at Chapel Hill 1994 — 2000
B.A
LSHS
Envestnet Tamarac January 2015 - Present
Aon Hewitt April 2014 - January 2015
Wells Fargo November 2009 - June 2011
Wells Fargo April 2007 - November 2009
Banc of America Investment Services Inc November 2006 - April 2007
Skills
Bloomberg, Word, Excel, Factset, Critical Thinking, Crystal Ball, Siebel, Financial Modeling, Monte Carlo Simulation, Financial Software, Outlook, Access, Microsoft Office, Morningstar, Financial Analysis, Microsoft Excel, Quantitative Analytics, Forecasting, Investments, Financial Reporting, Asset Allocation, Series 7, Portfolio Management, Accounting Applications, Securities, Equities, Investment Management, Trading, Derivatives, Microsoft Word, Fixed Income
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
MBA, Finance
University of North Carolina at Chapel Hill 1994 — 2000
B.A
LSHS
Glenn Young Glenn Young's Wells Fargo Experience June 2007 - May 2013
Job Finance & Development at Summit Hospitality
Industry Banking
Experience
Summit Hospitality June 2013 - Present
Wells Fargo June 2007 - May 2013
Skills
Financial Modeling
Education
Wake Forest University 2010 — 2012
Masters, Business Administration
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
Summit Hospitality June 2013 - Present
Wells Fargo June 2007 - May 2013
Skills
Financial Modeling
Education
Wake Forest University 2010 — 2012
Masters, Business Administration
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
Chadwick Balloo Chadwick Balloo's Wells Fargo Experience August 2014 - Present
Job Securities Administration Services Analyst III at Wells Fargo
Industry Accounting
Experience
Wells Fargo August 2014 - Present
A&S Enterprises June 2013 - March 2014
Extraordinary Ventures February 2012 - April 2013
A&S Enterprises May 2012 - August 2012
The Arc of Orange County February 2012 - May 2012
Skills
Analysis, Finance
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Management and Society
Valley Stream North High School
Wells Fargo August 2014 - Present
A&S Enterprises June 2013 - March 2014
Extraordinary Ventures February 2012 - April 2013
A&S Enterprises May 2012 - August 2012
The Arc of Orange County February 2012 - May 2012
Skills
Analysis, Finance
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Management and Society
Valley Stream North High School
John Aldridge's Wells Fargo Experience June 2014 - Present
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Wells Fargo June 2013 - June 2014
Edge Capital Partners, LLC May 2012 - August 2012
US Senator Johnny Isakson May 2010 - July 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Analysis, Finance, Data Analysis, Corporate Finance, Social Media
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo June 2014 - Present
Wells Fargo June 2013 - June 2014
Edge Capital Partners, LLC May 2012 - August 2012
US Senator Johnny Isakson May 2010 - July 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Analysis, Finance, Data Analysis, Corporate Finance, Social Media
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Beverly Penninger's Wells Fargo Experience 1996 - Present
Job Owner, Naka Productions, Inc.
Industry Broadcast Media
Experience
Naka Productions, Inc. 1993 - Present
Wells Fargo 1996 - Present
Skills
Organization, Television, Sports, Media Relations, Internal Communications, Marketing, Public Speaking, Public Relations, Video Production, Broadcast, Video, Documentaries, Video Editing, Storytelling, Editing, Social Media, Writing, Final Cut Pro, Film, Post Production, Entertainment, Broadcast Television
Education
University of North Carolina at Chapel Hill 1979 — 1983
Bachelor of Arts (BA)
Naka Productions, Inc. 1993 - Present
Wells Fargo 1996 - Present
Skills
Organization, Television, Sports, Media Relations, Internal Communications, Marketing, Public Speaking, Public Relations, Video Production, Broadcast, Video, Documentaries, Video Editing, Storytelling, Editing, Social Media, Writing, Final Cut Pro, Film, Post Production, Entertainment, Broadcast Television
Education
University of North Carolina at Chapel Hill 1979 — 1983
Bachelor of Arts (BA)
John Golding John Golding's Wells Fargo Experience August 1997 - March 2010
Job Executive Vice President of Business Solutions Group at South State Bank
Industry Banking
Experience
South State Bank August 2013 - Present
First Federal March 2010 - August 2013
Wells Fargo August 1997 - March 2010
Wachovia Bank August 1990 - March 2010
Skills
Commercial Lending, Credit, Underwriting, Banking, Cross Selling, Financial Analysis, Cash Managment, Cash Management, Mergers & Acquisitions, Due Diligence, Finance, Portfolio Management, Small Business Lending, Credit Analysis, Commercial Banking, Risk Management, Loans
Education
Stonier Graduate School of Banking, The University of Pennsylvania 2011 — 2013
University of North Carolina at Chapel Hill 1988 — 1990
BSBA, Finance
Asheville High School 1984 — 1986
South State Bank August 2013 - Present
First Federal March 2010 - August 2013
Wells Fargo August 1997 - March 2010
Wachovia Bank August 1990 - March 2010
Skills
Commercial Lending, Credit, Underwriting, Banking, Cross Selling, Financial Analysis, Cash Managment, Cash Management, Mergers & Acquisitions, Due Diligence, Finance, Portfolio Management, Small Business Lending, Credit Analysis, Commercial Banking, Risk Management, Loans
Education
Stonier Graduate School of Banking, The University of Pennsylvania 2011 — 2013
University of North Carolina at Chapel Hill 1988 — 1990
BSBA, Finance
Asheville High School 1984 — 1986
Algenia Terrell Algenia Terrell's Wells Fargo Experience July 2011 - Present
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2011 - Present
Wells Fargo September 2009 - July 2011
Wells Fargo April 2009 - September 2009
Wachovia, A Wells Fargo Company December 2006 - April 2009
Transamerica May 2001 - December 2006
Bank of America 1988 - 2000
Skills
PMO, Program Management, Vendor Management, Risk Management, Business Process..., Strategy, Process Improvement, Business Process, SDLC, Leadership, Cross-functional Team..., Business Analysis, Management, Relationship Building, Financial Services
Education
Pfieffer University
MBA, Finance
University of North Carolina at Chapel Hill
Bachelor of Science, Accounting
University of North Carolina at Chapel Hill
Bachlor of Science, Business Administration, Accounting and Finance
Wells Fargo July 2011 - Present
Wells Fargo September 2009 - July 2011
Wells Fargo April 2009 - September 2009
Wachovia, A Wells Fargo Company December 2006 - April 2009
Transamerica May 2001 - December 2006
Bank of America 1988 - 2000
Skills
PMO, Program Management, Vendor Management, Risk Management, Business Process..., Strategy, Process Improvement, Business Process, SDLC, Leadership, Cross-functional Team..., Business Analysis, Management, Relationship Building, Financial Services
Education
Pfieffer University
MBA, Finance
University of North Carolina at Chapel Hill
Bachelor of Science, Accounting
University of North Carolina at Chapel Hill
Bachlor of Science, Business Administration, Accounting and Finance
Janet Winstead Janet Winstead's Wells Fargo Experience January 2012 - August 2013
Job Sales/Business Operations Manager
Industry Banking
Experience
Wells Fargo January 2012 - August 2013
Bank of America January 2004 - March 2011
Bank of America January 2003 - January 2004
Bank of America January 2002 - December 2002
Bank of America January 2001 - December 2001
Bank of America September 1999 - January 2001
First Union January 1997 - August 1999
First Union January 1995 - January 1997
First Union June 1992 - January 1995
Skills
Cross-functional Team..., Banking, Change Management, Marketing, Leadership, Product Management, Strategy, Project Management, Training, Management, CRM, Marketing Strategy, Strategic Planning, Analysis, Program Management, Sales, Integration
Education
University of North Carolina at Chapel Hill
BS, Industrial Relations/Psychology
Wells Fargo January 2012 - August 2013
Bank of America January 2004 - March 2011
Bank of America January 2003 - January 2004
Bank of America January 2002 - December 2002
Bank of America January 2001 - December 2001
Bank of America September 1999 - January 2001
First Union January 1997 - August 1999
First Union January 1995 - January 1997
First Union June 1992 - January 1995
Skills
Cross-functional Team..., Banking, Change Management, Marketing, Leadership, Product Management, Strategy, Project Management, Training, Management, CRM, Marketing Strategy, Strategic Planning, Analysis, Program Management, Sales, Integration
Education
University of North Carolina at Chapel Hill
BS, Industrial Relations/Psychology
Corinne Gundersen McPherson Corinne Gundersen McPherson's Wells Fargo Experience July 2013 - Present
Job Business Systems Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo July 2011 - October 2012
Meineke Car Care Centers, Inc. January 2006 - July 2011
Hold Your Own, Inc. September 2002 - March 2006
IBM June 2001 - August 2003
The Daily Tar Heel August 2002 - May 2003
Clear Channel Communications April 2002 - August 2002
Skills
Social Media, Social Media Marketing, Public Relations, Advertising, Event Planning, Marketing Communications, Graphic Design, Marketing Strategy, Press Releases, Management, Marketing, Sales, New Business Development, Training, Customer Satisfaction, Sales Management, Team Building, Microsoft Office, Strategic Planning, Process Improvement, Inventory Management, CRM, Analysis, Product Marketing, Leadership, Retail, Program Management
Education
University of North Carolina at Chapel Hill 2000 — 2004
BA, Public Relations (School of Journalism & Mass Communications)
Broughton High School 1997 — 2000
Wells Fargo July 2013 - Present
Wells Fargo July 2011 - October 2012
Meineke Car Care Centers, Inc. January 2006 - July 2011
Hold Your Own, Inc. September 2002 - March 2006
IBM June 2001 - August 2003
The Daily Tar Heel August 2002 - May 2003
Clear Channel Communications April 2002 - August 2002
Skills
Social Media, Social Media Marketing, Public Relations, Advertising, Event Planning, Marketing Communications, Graphic Design, Marketing Strategy, Press Releases, Management, Marketing, Sales, New Business Development, Training, Customer Satisfaction, Sales Management, Team Building, Microsoft Office, Strategic Planning, Process Improvement, Inventory Management, CRM, Analysis, Product Marketing, Leadership, Retail, Program Management
Education
University of North Carolina at Chapel Hill 2000 — 2004
BA, Public Relations (School of Journalism & Mass Communications)
Broughton High School 1997 — 2000
Dana Hoey Dana Hoey's Wells Fargo Experience 1997 - 2000
Job VPO at National Franchise Resources
Industry Construction
Experience
Hoey Construction Co. VPONational Franchise Resources2010 - Present
Wells Fargo 1997 - 2000
Skills
Contract Negotiation, Construction, Contract Management, Negotiation, Sales, Operations Management, Budgets, Strategic Planning, Project Planning, New Business Development
Education
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor of Science (BS), Business Administration, Marketing Concentration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Cary Senior High School 1985 — 1989
High School, Academic
Hoey Construction Co. VPONational Franchise Resources2010 - Present
Wells Fargo 1997 - 2000
Skills
Contract Negotiation, Construction, Contract Management, Negotiation, Sales, Operations Management, Budgets, Strategic Planning, Project Planning, New Business Development
Education
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor of Science (BS), Business Administration, Marketing Concentration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Cary Senior High School 1985 — 1989
High School, Academic
Jae Walser Jae Walser's Wells Fargo Experience August 2006 - May 2015
Job Senior Vice President at First Tennessee Bank
Industry Banking
Experience
First Tennessee Bank May 2015 - Present
Wells Fargo August 2006 - May 2015
BB&T July 2003 - July 2006
Wachovia Bank August 1996 - June 2003
Skills
Loans, Mortgage Lending, Credit, Banking, Credit Analysis, Underwriting, Real Estate, Loan Origination, Commercial Banking
Education
UNC Chapel Hill 1990 — 1994
First Tennessee Bank May 2015 - Present
Wells Fargo August 2006 - May 2015
BB&T July 2003 - July 2006
Wachovia Bank August 1996 - June 2003
Skills
Loans, Mortgage Lending, Credit, Banking, Credit Analysis, Underwriting, Real Estate, Loan Origination, Commercial Banking
Education
UNC Chapel Hill 1990 — 1994
Jeff Seaton Jeff Seaton's Wells Fargo Experience March 2010 - Present
Job Senior Vice President and Senior Director of Credit at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2010 - Present
Wells Fargo January 2009 - January 2010
First Union National Bank/Wachovia predecessor to Wells Fargo November 1982 - December 2008
NCNB predecessor to BofA May 1978 - October 1982
Mellon Bank February 1974 - August 1977
Skills
Management, Portfolio Management, Leadership, Loans, Risk Management, Banking, Real Estate, Sales, Financial Analysis
Education
University of North Carolina at Chapel Hill 1969 — 1979
Bachelor of Arts (B.A.), MBA
Wells Fargo March 2010 - Present
Wells Fargo January 2009 - January 2010
First Union National Bank/Wachovia predecessor to Wells Fargo November 1982 - December 2008
NCNB predecessor to BofA May 1978 - October 1982
Mellon Bank February 1974 - August 1977
Skills
Management, Portfolio Management, Leadership, Loans, Risk Management, Banking, Real Estate, Sales, Financial Analysis
Education
University of North Carolina at Chapel Hill 1969 — 1979
Bachelor of Arts (B.A.), MBA
Cody Lynn's Wells Fargo Experience July 2015 - Present
Job WBR Early Talent Program Analyst at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo July 2015 - Present
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
White Oak Partners, LLC March 2013 - August 2013
Tengion, Inc. May 2012 - August 2012
Skills
Research, Microsoft Office, Data Analysis, PowerPoint, Economics, Teamwork, Microsoft Excel, Microsoft Word, Financial Modeling, Matlab
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), (double major) Mathematics and Economics
Wells Fargo July 2015 - Present
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
White Oak Partners, LLC March 2013 - August 2013
Tengion, Inc. May 2012 - August 2012
Skills
Research, Microsoft Office, Data Analysis, PowerPoint, Economics, Teamwork, Microsoft Excel, Microsoft Word, Financial Modeling, Matlab
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), (double major) Mathematics and Economics
Hannah Weiss's Wells Fargo Experience June 2015 - Present
Job Wholesale Marketing Intern at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo June 2015 - Present
Durham Performing Arts Center February 2015 - May 2015
Bailey's Pub and Grille April 2014 - May 2015
Durham Performing Arts Center August 2014 - December 2014
Fill Your Bucket List Foundation August 2014 - December 2014
Alpha Chi Omega January 2014 - December 2014
Keller Williams Realty July 2014 - August 2014
The Odyssey September 2013 - May 2014
Trinity Episcopal School June 2008 - August 2013
Trinity Episcopal School August 2011 - June 2012
Skills
Volunteer Management, Event Planning, Editing, Adobe Illustrator, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Coding and Website..., HTML5, CSS, Press Releases, Marketing, Adobe Dreamweaver, PowerPoint
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Arts (BA), Journalism and Mass Communications, Information Systems, Junior
Wells Fargo June 2015 - Present
Durham Performing Arts Center February 2015 - May 2015
Bailey's Pub and Grille April 2014 - May 2015
Durham Performing Arts Center August 2014 - December 2014
Fill Your Bucket List Foundation August 2014 - December 2014
Alpha Chi Omega January 2014 - December 2014
Keller Williams Realty July 2014 - August 2014
The Odyssey September 2013 - May 2014
Trinity Episcopal School June 2008 - August 2013
Trinity Episcopal School August 2011 - June 2012
Skills
Volunteer Management, Event Planning, Editing, Adobe Illustrator, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Coding and Website..., HTML5, CSS, Press Releases, Marketing, Adobe Dreamweaver, PowerPoint
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Arts (BA), Journalism and Mass Communications, Information Systems, Junior
Charles Patton Charles Patton's Wells Fargo Experience July 2015 - Present
Job Credit Risk Specialist and Early Talent Analyst at Wells Fargo Wealth, Brokerage, and Retirement
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo June 2014 - August 2014
COR365 Information Solutions May 2013 - July 2013
Skills
Economics, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Social Media, Leadership, Research, Customer Service, Microsoft Office, Financial Analysis, Event Planning, Teamwork, Time Management
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (BS), Business Administration and History
Episcopal High School
Wells Fargo July 2015 - Present
Wells Fargo June 2014 - August 2014
COR365 Information Solutions May 2013 - July 2013
Skills
Economics, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Social Media, Leadership, Research, Customer Service, Microsoft Office, Financial Analysis, Event Planning, Teamwork, Time Management
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (BS), Business Administration and History
Episcopal High School
Suresh Bhagchandani Suresh Bhagchandani's Wells Fargo Experience January 2009 - November 2010
Job Director, ShareFile for Manufacturing/Life Sciences at Citrix
Industry Information Technology and Services
Experience
Citrix August 2012 - Present
Citrix Systems November 2010 - July 2012
Wells Fargo January 2009 - November 2010
Fidelity Investments June 2008 - March 2010
Skills
Proficient in Microsoft..., Market Research, Customer Acquisition, Banking, Account Management, Customer Relations, Direct Sales, Prospect Research, Cold Calling, Social Networking, Sales Process, Value Based Selling, Consultative Selling, SWOT analysis, Competitive Analysis, Enterprise Software, Customer Service, Selling, Analysis, Management, Financial Services, CRM, Cloud Computing, SaaS, Sales Operations, Sales, Finance, Business Intelligence, Salesforce.com, Customer Retention, Human Resources, Networking, Leadership, Team Leadership, Customer Satisfaction, Lead Generation, Business Development, Solution Selling, Partner Management, Strategic Partnerships, Virtualization, Strategy, Start-ups, New Business Development, Sales Presentations, Professional Services, Go-to-market Strategy, Channel Partners, Product Marketing, B2B
Education
UNC Chapel Hill 2006 — 2009
BA, economics
University of Rajasthan 2000 — 2004
BCOM, Public Finance
Citrix August 2012 - Present
Citrix Systems November 2010 - July 2012
Wells Fargo January 2009 - November 2010
Fidelity Investments June 2008 - March 2010
Skills
Proficient in Microsoft..., Market Research, Customer Acquisition, Banking, Account Management, Customer Relations, Direct Sales, Prospect Research, Cold Calling, Social Networking, Sales Process, Value Based Selling, Consultative Selling, SWOT analysis, Competitive Analysis, Enterprise Software, Customer Service, Selling, Analysis, Management, Financial Services, CRM, Cloud Computing, SaaS, Sales Operations, Sales, Finance, Business Intelligence, Salesforce.com, Customer Retention, Human Resources, Networking, Leadership, Team Leadership, Customer Satisfaction, Lead Generation, Business Development, Solution Selling, Partner Management, Strategic Partnerships, Virtualization, Strategy, Start-ups, New Business Development, Sales Presentations, Professional Services, Go-to-market Strategy, Channel Partners, Product Marketing, B2B
Education
UNC Chapel Hill 2006 — 2009
BA, economics
University of Rajasthan 2000 — 2004
BCOM, Public Finance
Emily Latham Emily Latham's Wells Fargo Experience June 2015 - Present
Job Summer Financial Analyst at Wells Fargo
Industry
Experience
Wells Fargo June 2015 - Present
Maggiano's Little Italy January 2015 - May 2015
Yay Creative Group August 2014 - November 2014
Colegio "San Antonio Maria Claret" February 2014 - May 2014
Skills
Financial Analysis, Financial Risk, Microsoft Excel, Financial Statements, Spanish, Social Media, Marketing Communications, Social Media Marketing, Marketing, Customer Service, Advertising, PowerPoint, Social Networking
Education
University of North Carolina at Chapel Hill 2012 — 2016
Economics/Spanish Language
Wells Fargo June 2015 - Present
Maggiano's Little Italy January 2015 - May 2015
Yay Creative Group August 2014 - November 2014
Colegio "San Antonio Maria Claret" February 2014 - May 2014
Skills
Financial Analysis, Financial Risk, Microsoft Excel, Financial Statements, Spanish, Social Media, Marketing Communications, Social Media Marketing, Marketing, Customer Service, Advertising, PowerPoint, Social Networking
Education
University of North Carolina at Chapel Hill 2012 — 2016
Economics/Spanish Language
Danielle Stallings's Wells Fargo Experience March 2002 - December 2011
Job Experienced Banking and Treasury Management Professional
Industry Financial Services
Experience
Yadkin Bank September 2014 - Present
Yadkin Bank December 2011 - September 2014
Wells Fargo March 2002 - December 2011
Wachovia, A Wells Fargo Company September 2000 - March 2002
Wachovia, A Wells Fargo Company August 1998 - September 2000
Wachovia, A Wells Fargo Company June 1997 - August 1998
Skills
Team Leadership, Team Management, Presenting to Senior..., Certified Treasury..., Incentive Programs, Working Capital..., Business Process..., Communication Written, Sales Presentations, Public Speaking, Banking, Commercial Banking, Relationship Management, Portfolio Management, Treasury Management, Cash Management, Performance Management, Compliance, Product Marketing, Credit, Merchant Services, Cross Selling, Internal Audit, Microsoft Office, Customer Conversion, System Conversion, Intranet Strategy, Loans, Risk Management, Financial Analysis, Commercial Lending, Credit Analysis
Education
UNC Chapel Hill 1993 — 1997
BS, Business Administration
Wachovia Corp Banking Assoc Program
Yadkin Bank September 2014 - Present
Yadkin Bank December 2011 - September 2014
Wells Fargo March 2002 - December 2011
Wachovia, A Wells Fargo Company September 2000 - March 2002
Wachovia, A Wells Fargo Company August 1998 - September 2000
Wachovia, A Wells Fargo Company June 1997 - August 1998
Skills
Team Leadership, Team Management, Presenting to Senior..., Certified Treasury..., Incentive Programs, Working Capital..., Business Process..., Communication Written, Sales Presentations, Public Speaking, Banking, Commercial Banking, Relationship Management, Portfolio Management, Treasury Management, Cash Management, Performance Management, Compliance, Product Marketing, Credit, Merchant Services, Cross Selling, Internal Audit, Microsoft Office, Customer Conversion, System Conversion, Intranet Strategy, Loans, Risk Management, Financial Analysis, Commercial Lending, Credit Analysis
Education
UNC Chapel Hill 1993 — 1997
BS, Business Administration
Wachovia Corp Banking Assoc Program
Aditya Trivedi's Wells Fargo Experience May 2014 - August 2014
Job Global Business Analyst at Cisco
Industry Information Technology and Services
Experience
Cisco July 2015 - Present
University of North Carolina at Chapel Hill August 2011 - May 2015
Bandwidth.com January 2015 - April 2015
Wells Fargo May 2014 - August 2014
Hexawise January 2014 - April 2014
Global Brigades, Inc. October 2013 - March 2014
SidelinesApp February 2013 - February 2014
Best Practices, LLC October 2013 - December 2013
Ameriprise Financial Services, Inc. February 2013 - May 2013
University of North Carolina at Chapel Hill August 2011 - February 2013
Skills
Social Media, Research, PowerPoint, Microsoft Excel, Microsoft Office, Strategic Planning, Data Analysis, Spanish, Financial Analysis, Marketing, Public Speaking, Matlab, Microsoft Project, Leadership, HTML, Adobe Acrobat, Python, Outlook, Camtasia, Stata, SEO, Financial Statement..., MS Project, Salesforce.com, BOST, Smartsheet, Process Improvement, Google Analytics, Google Adwords
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics & B.A. in Public Policy (Global Health Concentration)
Raleigh Charter High School 2007 — 2011
High School
Cisco July 2015 - Present
University of North Carolina at Chapel Hill August 2011 - May 2015
Bandwidth.com January 2015 - April 2015
Wells Fargo May 2014 - August 2014
Hexawise January 2014 - April 2014
Global Brigades, Inc. October 2013 - March 2014
SidelinesApp February 2013 - February 2014
Best Practices, LLC October 2013 - December 2013
Ameriprise Financial Services, Inc. February 2013 - May 2013
University of North Carolina at Chapel Hill August 2011 - February 2013
Skills
Social Media, Research, PowerPoint, Microsoft Excel, Microsoft Office, Strategic Planning, Data Analysis, Spanish, Financial Analysis, Marketing, Public Speaking, Matlab, Microsoft Project, Leadership, HTML, Adobe Acrobat, Python, Outlook, Camtasia, Stata, SEO, Financial Statement..., MS Project, Salesforce.com, BOST, Smartsheet, Process Improvement, Google Analytics, Google Adwords
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics & B.A. in Public Policy (Global Health Concentration)
Raleigh Charter High School 2007 — 2011
High School
Jeff Hall, PMP's Wells Fargo Experience September 2014 - Present
Job Senior Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo August 2013 - September 2014
Bank of America January 2012 - August 2013
Wells Fargo Advisors March 2011 - August 2011
Bank of America May 2003 - December 2010
Skills
Project Management, Contract Negotiation, Risk Management, Business Analysis, Management, Training, Vendor Management, Program Management, Financial Services, Banking, PMO, SDLC, Business Process..., Mergers & Acquisitions, Process Improvement, CRM, Project Portfolio..., Change Management, PMP, Visio, IT Strategy, Outstanding time..., Lean Management, Outstanding..., Requirements Gathering, Governance, Microsoft Technologies, Six Sigma, Strategy, Integration, Leadership, Business Process, Business Intelligence, Software Project..., Resource Management, MS Project, IT Management, SharePoint, Cross-functional Team..., Analysis, Requirements Analysis, Business Requirements, Software Documentation, Enterprise Architecture, Information Technology, Outsourcing, Consulting, ITIL, Business Transformation
Education
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Arts Degree, Management
Wells Fargo September 2014 - Present
Wells Fargo August 2013 - September 2014
Bank of America January 2012 - August 2013
Wells Fargo Advisors March 2011 - August 2011
Bank of America May 2003 - December 2010
Skills
Project Management, Contract Negotiation, Risk Management, Business Analysis, Management, Training, Vendor Management, Program Management, Financial Services, Banking, PMO, SDLC, Business Process..., Mergers & Acquisitions, Process Improvement, CRM, Project Portfolio..., Change Management, PMP, Visio, IT Strategy, Outstanding time..., Lean Management, Outstanding..., Requirements Gathering, Governance, Microsoft Technologies, Six Sigma, Strategy, Integration, Leadership, Business Process, Business Intelligence, Software Project..., Resource Management, MS Project, IT Management, SharePoint, Cross-functional Team..., Analysis, Requirements Analysis, Business Requirements, Software Documentation, Enterprise Architecture, Information Technology, Outsourcing, Consulting, ITIL, Business Transformation
Education
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Arts Degree, Management
Caroline Hedgecock Caroline Hedgecock's Wells Fargo Experience May 2012 - May 2014
Job Metabolic Product Specialist
Industry Pharmaceuticals
Experience
Quintiles June 2014 - Present
Wells Fargo May 2012 - May 2014
Allen Tate Mortgage Company March 2007 - May 2012
Bristol-Myers Squibb December 1997 - April 2003
Skills
FHA, First Time Home Buyers, Mortgage Lending, Refinance, Investment Properties, USDA, Residential Mortgages, Real Estate, Loan Origination, Loans, FHA financing, VA loans, Foreclosures, Referrals, REO, Credit, Residential Homes, Short Sales, Investors
Education
UNC-Chapel Hill 1988 — 1992
Bachelor of Science (B.S.), Business Administration
University of North Carolina at Chapel Hill 1988 — 1992
BS, Business Administration
Concord High School
Quintiles June 2014 - Present
Wells Fargo May 2012 - May 2014
Allen Tate Mortgage Company March 2007 - May 2012
Bristol-Myers Squibb December 1997 - April 2003
Skills
FHA, First Time Home Buyers, Mortgage Lending, Refinance, Investment Properties, USDA, Residential Mortgages, Real Estate, Loan Origination, Loans, FHA financing, VA loans, Foreclosures, Referrals, REO, Credit, Residential Homes, Short Sales, Investors
Education
UNC-Chapel Hill 1988 — 1992
Bachelor of Science (B.S.), Business Administration
University of North Carolina at Chapel Hill 1988 — 1992
BS, Business Administration
Concord High School
Chad L. Strean, CFA Chad L. Strean, CFA's Wells Fargo Experience June 2002 - August 2011
Job Managing Director Babson Capital Management LLC
Industry Investment Management
Experience
Babson Capital Management August 2011 - Present
Wells Fargo June 2002 - August 2011
Bear Stearns July 1999 - June 2002
Arthur Andersen LLP 1994 - 1997
Education
University of Virginia 1990 — 1994
B.S. in Commerce, Finance
University of North Carolina at Chapel Hill 1997 — 1999
M.B.A., Finance
Babson Capital Management August 2011 - Present
Wells Fargo June 2002 - August 2011
Bear Stearns July 1999 - June 2002
Arthur Andersen LLP 1994 - 1997
Education
University of Virginia 1990 — 1994
B.S. in Commerce, Finance
University of North Carolina at Chapel Hill 1997 — 1999
M.B.A., Finance
Belma Porobic Belma Porobic's Wells Fargo Experience July 2014 - Present
Job Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2014 - Present
Ally Financial Inc. June 2013 - August 2013
UNC Chapel Hill Department of Housing September 2012 - May 2013
Skills
Microsoft Excel, Time Management, Spanish, Bosnian, Croatian, Social Media, Public Speaking, Microsoft Word, Financial Analysis, Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Business Administraton, Consulting Emphasis
University of North Carolina at Chapel Hill 2010 — 2014
Spanish for the Professions Minor
Wells Fargo July 2014 - Present
Ally Financial Inc. June 2013 - August 2013
UNC Chapel Hill Department of Housing September 2012 - May 2013
Skills
Microsoft Excel, Time Management, Spanish, Bosnian, Croatian, Social Media, Public Speaking, Microsoft Word, Financial Analysis, Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Business Administraton, Consulting Emphasis
University of North Carolina at Chapel Hill 2010 — 2014
Spanish for the Professions Minor
Clay Carroll Clay Carroll's Wells Fargo Experience March 2014 - September 2015
Job Assistant State Auditor Financial at the NC Office of the State Auditor
Industry Accounting
Experience
NC Office of the State Auditor September 2015 - Present
Wells Fargo March 2014 - September 2015
Archdale Drug Co. May 2007 - March 2014
Archdale Drug Co. May 2005 - May 2007
Skills
Accounting, Certified Fraud Examiner, financial analysis, Microsoft Excel, Microsoft Word, PowerPoint, Research, Microsoft Office, Auditing, Financial Analysis
Education
University of North Carolina at Greensboro 2010 — 2012
M.S., Accounting, 3.33
University of North Carolina at Chapel Hill 2005 — 2009
B.A., Peace, War, and Defense, 3.014
NC Office of the State Auditor September 2015 - Present
Wells Fargo March 2014 - September 2015
Archdale Drug Co. May 2007 - March 2014
Archdale Drug Co. May 2005 - May 2007
Skills
Accounting, Certified Fraud Examiner, financial analysis, Microsoft Excel, Microsoft Word, PowerPoint, Research, Microsoft Office, Auditing, Financial Analysis
Education
University of North Carolina at Greensboro 2010 — 2012
M.S., Accounting, 3.33
University of North Carolina at Chapel Hill 2005 — 2009
B.A., Peace, War, and Defense, 3.014
Giavonna Partee Giavonna Partee's Wells Fargo Experience June 2013 - Present
Job Sales and Marketing Coordinator at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo June 2013 - Present
Carolina Student Union January 2012 - June 2013
UNC- Department of Housing August 2010 - July 2012
Subject 2 Change September 2011 - December 2011
Skills
Public Relations, Marketing Communications, Media Relations, Editing, Press Releases, Strategic Communications, Social Media, Facebook, Newsletters, Microsoft Excel, Blogging, Copy Editing, AP Style, Publicity, Marketing Strategy, Marketing
Education
The University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Journalism
Wells Fargo June 2013 - Present
Carolina Student Union January 2012 - June 2013
UNC- Department of Housing August 2010 - July 2012
Subject 2 Change September 2011 - December 2011
Skills
Public Relations, Marketing Communications, Media Relations, Editing, Press Releases, Strategic Communications, Social Media, Facebook, Newsletters, Microsoft Excel, Blogging, Copy Editing, AP Style, Publicity, Marketing Strategy, Marketing
Education
The University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Journalism
Charu Patel, AAP Charu Patel, AAP's Wells Fargo Experience February 2014 - Present
Job Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Wells Fargo June 2012 - February 2014
Wells Fargo August 2010 - June 2012
Wells Fargo December 2007 - August 2010
Skills
Quality Assurance, Quality Center, User Acceptance Testing, Test Planning, SDLC, Software Quality..., Regression Testing, QTP, Test Cases, Testing, Waterfall, Test Automation, System Testing, Agile Methodologies, Software Documentation, Manual Testing, Visio, Test Management, Business Requirements, Requirements Analysis
Education
University of North Carolina at Chapel Hill 2004 — 2006
BS, Biology
Wells Fargo February 2014 - Present
Wells Fargo June 2012 - February 2014
Wells Fargo August 2010 - June 2012
Wells Fargo December 2007 - August 2010
Skills
Quality Assurance, Quality Center, User Acceptance Testing, Test Planning, SDLC, Software Quality..., Regression Testing, QTP, Test Cases, Testing, Waterfall, Test Automation, System Testing, Agile Methodologies, Software Documentation, Manual Testing, Visio, Test Management, Business Requirements, Requirements Analysis
Education
University of North Carolina at Chapel Hill 2004 — 2006
BS, Biology
Delves Foery's Wells Fargo Experience June 2009 - Present
Job VP, Learning & Development Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2009 - Present
Wachovia April 1994 - June 2009
First Union National Bank February 1993 - April 1994
DeRoyal Industries June 1992 - February 1993
First Union National Bank June 1986 - June 1992
Skills
Performance Consulting, Leadership Development, Needs Analysis, Instructional Design, Organizational..., Learning Management, Blended Learning, Instructor-led Training, Project Management, Employee Engagement, Training, Talent Management, Employee Training, Team Building, ADDIE, Technical Writing, Succession Planning, Management, Leadership, Workshop Facilitation, Training Delivery, E-Learning, Organizational..., Performance Management, Analysis, Captivate, Performance Improvement, Onboarding, Executive Coaching
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Arts, Journalism/Mass Communication
Wells Fargo June 2009 - Present
Wachovia April 1994 - June 2009
First Union National Bank February 1993 - April 1994
DeRoyal Industries June 1992 - February 1993
First Union National Bank June 1986 - June 1992
Skills
Performance Consulting, Leadership Development, Needs Analysis, Instructional Design, Organizational..., Learning Management, Blended Learning, Instructor-led Training, Project Management, Employee Engagement, Training, Talent Management, Employee Training, Team Building, ADDIE, Technical Writing, Succession Planning, Management, Leadership, Workshop Facilitation, Training Delivery, E-Learning, Organizational..., Performance Management, Analysis, Captivate, Performance Improvement, Onboarding, Executive Coaching
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Arts, Journalism/Mass Communication
Christian Quingla Christian Quingla's Wells Fargo Experience August 2010 - Present
Job Mortgage Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2010 - Present
Skills
Spanish, Mortgage Lending, Research, Analysis, International Relations, Refinance, Mortgage Banking, Quantitative Analytics, Banking, FHA, Financial Analysis, Investments, Credit, Customer Service, Microsoft Office, Loans, Social Media, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts, Political Science and Sociology
Carolina Population Center (CPC)
Wells Fargo August 2010 - Present
Skills
Spanish, Mortgage Lending, Research, Analysis, International Relations, Refinance, Mortgage Banking, Quantitative Analytics, Banking, FHA, Financial Analysis, Investments, Credit, Customer Service, Microsoft Office, Loans, Social Media, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts, Political Science and Sociology
Carolina Population Center (CPC)
Ceil Hodgin Ceil Hodgin's Wells Fargo Experience 2009 - Present
Job HR Business Partner at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wachovia 2002 - 2009
International Paper September 1997 - January 2000
International Paper 1985 - 1996
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Industrial Relations
Wells Fargo 2009 - Present
Wachovia 2002 - 2009
International Paper September 1997 - January 2000
International Paper 1985 - 1996
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Industrial Relations
Darden Matthews Darden Matthews's Wells Fargo Experience October 2007 - Present
Job CIB Risk Management Hedge Funds at Wachovia
Industry Banking
Experience
Wells Fargo October 2007 - Present
Wachovia June 2005 - October 2007
JP Morgan September 2003 - March 2004
Citi Group August 2000 - September 2003
Education
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Business Administration
Wells Fargo October 2007 - Present
Wachovia June 2005 - October 2007
JP Morgan September 2003 - March 2004
Citi Group August 2000 - September 2003
Education
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Business Administration
David Smithwick David Smithwick's Wells Fargo Experience August 2009 - Present
Job VP, Marketing Database Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2009 - Present
Wells Fargo March 2006 - August 2009
Skills
SAS, SQL, Data Analysis, Marketing Reporting, Database Marketing, Highly detail oriented, Analytics, Customer Analysis, Banking, Leadership, Financial Services, Process Improvement, SAS programming, Marketing, Analysis, Strategy, SDLC
Education
University of North Carolina at Chapel Hill
Master of Science, Information Science
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Music, Education
Wells Fargo August 2009 - Present
Wells Fargo March 2006 - August 2009
Skills
SAS, SQL, Data Analysis, Marketing Reporting, Database Marketing, Highly detail oriented, Analytics, Customer Analysis, Banking, Leadership, Financial Services, Process Improvement, SAS programming, Marketing, Analysis, Strategy, SDLC
Education
University of North Carolina at Chapel Hill
Master of Science, Information Science
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Music, Education
Dean Steele's Wells Fargo Experience March 2000 - Present
Job
Industry Banking
Experience
Wells Fargo March 2000 - Present
Wells Fargo February 1995 - March 2000
Skills
Banking, Business Analysis, Risk Management, Management, Loans, Process Improvement, Financial Services, Visio, Mortgage Lending, Vendor Management, Business Requirements, Relationship Management
Education
University of North Carolina at Chapel Hill 1988 — 1992
Bachelor of Arts (B.A.), Economics, 3.12
Wells Fargo March 2000 - Present
Wells Fargo February 1995 - March 2000
Skills
Banking, Business Analysis, Risk Management, Management, Loans, Process Improvement, Financial Services, Visio, Mortgage Lending, Vendor Management, Business Requirements, Relationship Management
Education
University of North Carolina at Chapel Hill 1988 — 1992
Bachelor of Arts (B.A.), Economics, 3.12
Conway Wilcox's Wells Fargo Experience June 2014 - August 2014
Job Student at University of North Carolina at Chapel Hill
Industry Public Relations and Communications
Experience
Treedom August 2015 - Present
UNC Global August 2013 - December 2014
Wells Fargo June 2014 - August 2014
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), School of Journalism and Mass Communication, Public Relations Concentration
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's degree, Public Relations/Image Management
Treedom August 2015 - Present
UNC Global August 2013 - December 2014
Wells Fargo June 2014 - August 2014
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), School of Journalism and Mass Communication, Public Relations Concentration
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's degree, Public Relations/Image Management
John Diachenko's Wells Fargo Experience January 2015 - Present
Job Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2015 - Present
PNC July 2014 - January 2015
PNC June 2011 - July 2014
North Carolina State Employee's Credit Union December 2009 - May 2011
UNC Finley Golf Course May 2008 - July 2010
Education
University of North Carolina at Chapel Hill 2005 — 2009
BA, Economics
Forbush
Wells Fargo January 2015 - Present
PNC July 2014 - January 2015
PNC June 2011 - July 2014
North Carolina State Employee's Credit Union December 2009 - May 2011
UNC Finley Golf Course May 2008 - July 2010
Education
University of North Carolina at Chapel Hill 2005 — 2009
BA, Economics
Forbush
Carey Parker Deaton's Wells Fargo Experience October 2009 - Present
Job VP, Digital Advertising at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2009 - Present
Wachovia Bank August 2007 - September 2009
Wachovia March 2006 - July 2007
The Weather Channel 2004 - 2006
The Weather Channel Interactive 2004 - 2006
Carat Interactive December 2003 - December 2004
Interland Web Hosting July 1999 - December 2003
Robert Half International June 1998 - July 1999
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (B.A.), Communications Major, Spanish Minor
Wells Fargo October 2009 - Present
Wachovia Bank August 2007 - September 2009
Wachovia March 2006 - July 2007
The Weather Channel 2004 - 2006
The Weather Channel Interactive 2004 - 2006
Carat Interactive December 2003 - December 2004
Interland Web Hosting July 1999 - December 2003
Robert Half International June 1998 - July 1999
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (B.A.), Communications Major, Spanish Minor
David M. Knight David M. Knight's Wells Fargo Experience May 2012 - Present
Job Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo May 2012 - Present
Self Employed February 2012 - May 2012
Bissell Companies January 2000 - January 2012
Independent Consultant January 1999 - December 1999
McGlinchey Stafford August 1997 - January 1999
Skills
IT Operations, Consulting, IT Service Management, IT Strategy, IT Solutions, Executive Management, Project Management, Project Teams, Project Planning, Commercial Real Estate, Payment Card Industry..., Network Systems, Telephony, Digital Signage, IP Cameras, IP HVAC Controls, Purchase Management, Vendor Management, Contract Negotiation, Contract Management, Team Management, Technical Teams, Executive Team, Team Building, Team Leadership, Strategic Leadership, Multiple Locations, Business Strategy, Business Analysis, Compliance, Change Management, Data Center, Leadership, Management, Networking, SDLC, Software Documentation, Telecommunications, Training
Education
University of North Carolina at Chapel Hill 1992 — 1994
BA, History
Forsyth Technical Community College 1990 — 1992
AA, General Studies
Wells Fargo May 2012 - Present
Self Employed February 2012 - May 2012
Bissell Companies January 2000 - January 2012
Independent Consultant January 1999 - December 1999
McGlinchey Stafford August 1997 - January 1999
Skills
IT Operations, Consulting, IT Service Management, IT Strategy, IT Solutions, Executive Management, Project Management, Project Teams, Project Planning, Commercial Real Estate, Payment Card Industry..., Network Systems, Telephony, Digital Signage, IP Cameras, IP HVAC Controls, Purchase Management, Vendor Management, Contract Negotiation, Contract Management, Team Management, Technical Teams, Executive Team, Team Building, Team Leadership, Strategic Leadership, Multiple Locations, Business Strategy, Business Analysis, Compliance, Change Management, Data Center, Leadership, Management, Networking, SDLC, Software Documentation, Telecommunications, Training
Education
University of North Carolina at Chapel Hill 1992 — 1994
BA, History
Forsyth Technical Community College 1990 — 1992
AA, General Studies
April Owen Robertson's Wells Fargo Experience June 2002 - Present
Job Vice President at Wells Fargo, Real Estate Capital Markets
Industry Investment Banking
Experience
Wells Fargo June 2002 - Present
Wachovia Securities 2002 - Present
Education
University of North Carolina at Chapel Hill 1997 — 2001
Wells Fargo June 2002 - Present
Wachovia Securities 2002 - Present
Education
University of North Carolina at Chapel Hill 1997 — 2001
Eric Sheridan, CFA's Wells Fargo Experience December 2005 - July 2006
Job Managing Director, National Portfolio Management at TIAACREF
Industry Investment Management
Experience
TIAA-CREF September 2011 - Present
TIAA-CREF Trust Co., FSB July 2009 - September 2011
TIAA-CREF Trust Company July 2006 - June 2009
Wells Fargo December 2005 - July 2006
Wells Fargo December 2004 - December 2005
Eastover Capital Management September 1996 - December 2004
Bank of America January 1992 - May 1996
Bank of America September 1987 - December 1991
Skills
Bloomberg, Investments, Asset Allocation, Mutual Funds, Asset Management, Fixed Income, Series 7, Wealth Management, Portfolio Management, Alternative Investments, Capital Markets, Series 63, Securities, Investment Management, Equities, Investment Strategies
Education
University of North Carolina at Chapel Hill 1983 — 1986
BA, Economics
TIAA-CREF September 2011 - Present
TIAA-CREF Trust Co., FSB July 2009 - September 2011
TIAA-CREF Trust Company July 2006 - June 2009
Wells Fargo December 2005 - July 2006
Wells Fargo December 2004 - December 2005
Eastover Capital Management September 1996 - December 2004
Bank of America January 1992 - May 1996
Bank of America September 1987 - December 1991
Skills
Bloomberg, Investments, Asset Allocation, Mutual Funds, Asset Management, Fixed Income, Series 7, Wealth Management, Portfolio Management, Alternative Investments, Capital Markets, Series 63, Securities, Investment Management, Equities, Investment Strategies
Education
University of North Carolina at Chapel Hill 1983 — 1986
BA, Economics
Annie Trotter's Wells Fargo Experience 2009 - Present
Job Technology Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo 2009 - Present
Wachovia November 2004 - November 2009
Lowe's Companies 2004 - 2004
Glaxo SmithKline 2002 - 2004
MicroStrategy 1999 - 2001
Skills
Data Warehousing, Business Analysis, Requirements Analysis, SDLC, Teradata, Business Intelligence, ETL, Requirements Gathering, Enterprise Software, Business Requirements, Enterprise Architecture, Strategy, SQL, Data Modeling, Risk Management
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Mathematics
University of North Carolina at Chapel Hill
Wells Fargo 2009 - Present
Wachovia November 2004 - November 2009
Lowe's Companies 2004 - 2004
Glaxo SmithKline 2002 - 2004
MicroStrategy 1999 - 2001
Skills
Data Warehousing, Business Analysis, Requirements Analysis, SDLC, Teradata, Business Intelligence, ETL, Requirements Gathering, Enterprise Software, Business Requirements, Enterprise Architecture, Strategy, SQL, Data Modeling, Risk Management
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Mathematics
University of North Carolina at Chapel Hill
Bryan Sturkey's Wells Fargo Experience January 2009 - March 2010
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank January 2010 - Present
Wells Fargo January 2009 - March 2010
Wachovia Bank January 1998 - January 2009
Wachovia Bank January 1983 - January 1999
Wachovia Bank January 1980 - January 1983
Skills
Relationship Management, Banking, Call Center, Process Improvement, Lean Practitioner, Quality Assurance, Strategic Planning, Problem Solving, Project Management, Offshoring, Service Delivery, Six Sigma, Risk Management, Call Centers, Retail Banking, Budgets, Customer Service, Team Leadership, Operations Management, Portfolio Management, Leadership, Vendor Management, Financial Services, Business Process, Strategy, Access, Business Analysis, Contract Negotiation, Sales, Change Management, CRM, Outsourcing, Executive Management, PMO, Telecommunications, Program Management, Project Portfolio...
Education
University of North Carolina at Chapel Hill 1976 — 1980
Bachelor of Science (B.S.), Business/Commerce, General
Wells Fargo Bank January 2010 - Present
Wells Fargo January 2009 - March 2010
Wachovia Bank January 1998 - January 2009
Wachovia Bank January 1983 - January 1999
Wachovia Bank January 1980 - January 1983
Skills
Relationship Management, Banking, Call Center, Process Improvement, Lean Practitioner, Quality Assurance, Strategic Planning, Problem Solving, Project Management, Offshoring, Service Delivery, Six Sigma, Risk Management, Call Centers, Retail Banking, Budgets, Customer Service, Team Leadership, Operations Management, Portfolio Management, Leadership, Vendor Management, Financial Services, Business Process, Strategy, Access, Business Analysis, Contract Negotiation, Sales, Change Management, CRM, Outsourcing, Executive Management, PMO, Telecommunications, Program Management, Project Portfolio...
Education
University of North Carolina at Chapel Hill 1976 — 1980
Bachelor of Science (B.S.), Business/Commerce, General
Christy Eubanks's Wells Fargo Experience 2015 - Present
Job Business Systems Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo 2015 - Present
Fidelity Investments 2015 - 2015
Bank of America 2005 - 2014
AREVA 2004 - 2005
Bank of America 2004 - 2004
Wells Fargo 2001 - 2004
Indievision 2001 - 2001
Bank of America 2001 - 2001
Wells Fargo 2000 - 2001
Bank of America 1998 - 1999
Skills
Business Analysis, Business Requirements, Requirements Analysis, Technical Documentation, Requirements Gathering, SharePoint, Process Improvement, Technical Communication, Business Process..., Vendor Management, PMO, Software Implementation, Risk Management, Software Project..., IT Strategy, Resource Management, Quality Assurance, Release Management, Business Intelligence, SDLC, Project Management, Change Management
Education
University of North Carolina at Chapel Hill 1989 — 1994
English, Technical Writing; Journalism
Wells Fargo 2015 - Present
Fidelity Investments 2015 - 2015
Bank of America 2005 - 2014
AREVA 2004 - 2005
Bank of America 2004 - 2004
Wells Fargo 2001 - 2004
Indievision 2001 - 2001
Bank of America 2001 - 2001
Wells Fargo 2000 - 2001
Bank of America 1998 - 1999
Skills
Business Analysis, Business Requirements, Requirements Analysis, Technical Documentation, Requirements Gathering, SharePoint, Process Improvement, Technical Communication, Business Process..., Vendor Management, PMO, Software Implementation, Risk Management, Software Project..., IT Strategy, Resource Management, Quality Assurance, Release Management, Business Intelligence, SDLC, Project Management, Change Management
Education
University of North Carolina at Chapel Hill 1989 — 1994
English, Technical Writing; Journalism
Hall Virginia's Wells Fargo Experience June 2002 - Present
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2002 - Present
Wachovia, A Wells Fargo Company June 2002 - January 2009
Glenayre Technologies 1994 - 2002
Glenayre Electronics Inc 1994 - 2002
Education
University of North Carolina at Charlotte 1981 — 1986
Masters Business Administration, Business
University of North Carolina at Chapel Hill 1967 — 1970
Bachelor of Arts, Sociology
Wells Fargo June 2002 - Present
Wachovia, A Wells Fargo Company June 2002 - January 2009
Glenayre Technologies 1994 - 2002
Glenayre Electronics Inc 1994 - 2002
Education
University of North Carolina at Charlotte 1981 — 1986
Masters Business Administration, Business
University of North Carolina at Chapel Hill 1967 — 1970
Bachelor of Arts, Sociology
Allen Lewis's Wells Fargo Experience June 2010 - Present
Job Director at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo June 2010 - Present
Insite Properties, LLC April 2008 - May 2010
Deutsche Bank January 2001 - January 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1996
MA, Accounting
University of North Carolina at Chapel Hill 1989 — 1993
BS, Business
Wells Fargo June 2010 - Present
Insite Properties, LLC April 2008 - May 2010
Deutsche Bank January 2001 - January 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1996
MA, Accounting
University of North Carolina at Chapel Hill 1989 — 1993
BS, Business
Bradley Arrowood's Wells Fargo Experience June 2009 - Present
Job Senior Vice President/Deposit Risk Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2009 - Present
Wachovia June 1988 - May 2009
Education
Wake Forest University School of Business 1992 — 1995
MBA, Marketing/Finance
University of North Carolina at Chapel Hill 1984 — 1988
BA, Economics
Wells Fargo June 2009 - Present
Wachovia June 1988 - May 2009
Education
Wake Forest University School of Business 1992 — 1995
MBA, Marketing/Finance
University of North Carolina at Chapel Hill 1984 — 1988
BA, Economics
Drew Kricko's Wells Fargo Experience April 2009 - January 2010
Job Credit Manager at RBC Bank
Industry Internet
Experience
RBC Bank April 2013 - Present
IBM LBPS September 2010 - April 2013
Wells Fargo April 2009 - January 2010
DMS November 2001 - May 2008
WebMD/OnHealth Network August 1999 - October 2001
Outcome Concept Systems 1998 - 1999
Garden Botanika 1996 - 1998
Simpson Paper Company 1994 - 1996
McKesson Corporation 1990 - 1994
Skills
Mortgage Lending, Marketing, E-commerce, Leadership, Financial Analysis, Credit, Customer Service, Loans
Education
University of North Carolina at Chapel Hill 1985 — 1989
RBC Bank April 2013 - Present
IBM LBPS September 2010 - April 2013
Wells Fargo April 2009 - January 2010
DMS November 2001 - May 2008
WebMD/OnHealth Network August 1999 - October 2001
Outcome Concept Systems 1998 - 1999
Garden Botanika 1996 - 1998
Simpson Paper Company 1994 - 1996
McKesson Corporation 1990 - 1994
Skills
Mortgage Lending, Marketing, E-commerce, Leadership, Financial Analysis, Credit, Customer Service, Loans
Education
University of North Carolina at Chapel Hill 1985 — 1989
Gwen Boyd's Wells Fargo Experience Enterprise ArchitectWells Fargo1995 - Present
Job Strategic Planning Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Enterprise ArchitectWells Fargo1995 - Present
Skills
Mobile Computing, Unified Communications, Enterprise Architecture, IT Strategy, SDLC, Solution Architecture, Disaster Recovery, Security, Governance, Software Development, Application Architecture, IT Management, Strategy, Infrastructure, CISSP, Vendor Management, Cloud Computing, SOA, SharePoint, Integration, Data Center, Business Intelligence, ITIL, Project Portfolio...
Education
University of North Carolina at Chapel Hill
Wells Fargo Enterprise ArchitectWells Fargo1995 - Present
Skills
Mobile Computing, Unified Communications, Enterprise Architecture, IT Strategy, SDLC, Solution Architecture, Disaster Recovery, Security, Governance, Software Development, Application Architecture, IT Management, Strategy, Infrastructure, CISSP, Vendor Management, Cloud Computing, SOA, SharePoint, Integration, Data Center, Business Intelligence, ITIL, Project Portfolio...
Education
University of North Carolina at Chapel Hill
Ginny Meyer's Wells Fargo Experience January 2009 - Present
Job Strategic Sourcing
Industry Banking
Experience
Wells Fargo January 2009 - Present
Education
University of North Carolina at Chapel Hill
Wells Fargo January 2009 - Present
Education
University of North Carolina at Chapel Hill
Allen Strickland's Wells Fargo Experience January 1996 - Present
Job Application Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 1996 - Present
Skills
Management, Leadership, Visio, Customer Service, SDLC, Process Improvement, Disaster Recovery, Integration, Systems Management, Risk Management, Business Continuity
Education
University of North Carolina at Chapel Hill 1984 — 1988
Wells Fargo January 1996 - Present
Skills
Management, Leadership, Visio, Customer Service, SDLC, Process Improvement, Disaster Recovery, Integration, Systems Management, Risk Management, Business Continuity
Education
University of North Carolina at Chapel Hill 1984 — 1988
Eddie Dyer's Wells Fargo Experience May 2012 - September 2012
Job Director of Area Sales at Bayada Home Health Care
Industry Health, Wellness and Fitness
Experience
BAYADA Home Health Care October 2012 - Present
Wells Fargo May 2012 - September 2012
Bank of America June 2009 - May 2012
Bank of America June 2008 - August 2008
Schering-Plough Pharmaceuticals July 2003 - August 2007
Maxim Healthcare Services August 2000 - July 2003
Skills
Process Improvement, Financial Analysis, Marketing Strategy, Account Management, Strategic Planning, Sales Management, Business Development, Project Management, Business Strategy, Strategy, Investments, Team Building, Sales, Leadership, New Business Development, Business Analysis, Cross-functional Team..., Contract Negotiation, Forecasting
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
Master of Business Administration (MBA), Finance
University of North Carolina at Chapel Hill 1996 — 2000
BS, Business Administration - Finance
BAYADA Home Health Care October 2012 - Present
Wells Fargo May 2012 - September 2012
Bank of America June 2009 - May 2012
Bank of America June 2008 - August 2008
Schering-Plough Pharmaceuticals July 2003 - August 2007
Maxim Healthcare Services August 2000 - July 2003
Skills
Process Improvement, Financial Analysis, Marketing Strategy, Account Management, Strategic Planning, Sales Management, Business Development, Project Management, Business Strategy, Strategy, Investments, Team Building, Sales, Leadership, New Business Development, Business Analysis, Cross-functional Team..., Contract Negotiation, Forecasting
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
Master of Business Administration (MBA), Finance
University of North Carolina at Chapel Hill 1996 — 2000
BS, Business Administration - Finance
Brad Gilmore's Wells Fargo Experience January 2009 - Present
Job Strategy Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2009 - Present
Wachovia 2003 - 2008
Wachovia April 2002 - October 2003
Skills
Credit, Relationship Management, Loans, Strategic Financial..., Change Management, Management, Series 63, Marketing Strategy
Education
University of South Carolina-Columbia 1996 — 1997
Master's degree, Human Resources Management and Services
University of North Carolina at Chapel Hill 1991 — 1993
Bachelor of Arts (B.A.), Labor and Industrial Relations
University of North Carolina at Charlotte 1989 — 1991
Undergradute, Pre-major
Wells Fargo January 2009 - Present
Wachovia 2003 - 2008
Wachovia April 2002 - October 2003
Skills
Credit, Relationship Management, Loans, Strategic Financial..., Change Management, Management, Series 63, Marketing Strategy
Education
University of South Carolina-Columbia 1996 — 1997
Master's degree, Human Resources Management and Services
University of North Carolina at Chapel Hill 1991 — 1993
Bachelor of Arts (B.A.), Labor and Industrial Relations
University of North Carolina at Charlotte 1989 — 1991
Undergradute, Pre-major
Anna O'Neal's Wells Fargo Experience April 2014 - Present
Job Senior Counsel at Wells Fargo
Industry Law Practice
Experience
Wells Fargo April 2014 - Present
Education
University of Virginia School of Law 2004 — 2007
JD
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts, Psychology
Wells Fargo April 2014 - Present
Education
University of Virginia School of Law 2004 — 2007
JD
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts, Psychology
Caroline Payne's Wells Fargo Experience March 2008 - February 2009
Job Partner Head of Operations and Transaction Management
Industry Capital Markets
Experience
AltaMira Mortgage, LLC October 2013 - Present
Wachovia, A Wells Fargo Company March 2009 - October 2013
Wells Fargo March 2008 - February 2009
Wachovia Bank May 1994 - March 2008
First Union National Bank May 1991 - May 1994
NCNB June 1990 - May 1991
Skills
Mortgage Lending, Loans, Residential Mortgages, Finance, Loan Origination, Product Development, Mortgage Banking, Credit, Insurance, Banking, Capital Markets, Portfolio Management, Credit Analysis, Risk Management, Underwriting
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Arts, Economics
AltaMira Mortgage, LLC October 2013 - Present
Wachovia, A Wells Fargo Company March 2009 - October 2013
Wells Fargo March 2008 - February 2009
Wachovia Bank May 1994 - March 2008
First Union National Bank May 1991 - May 1994
NCNB June 1990 - May 1991
Skills
Mortgage Lending, Loans, Residential Mortgages, Finance, Loan Origination, Product Development, Mortgage Banking, Credit, Insurance, Banking, Capital Markets, Portfolio Management, Credit Analysis, Risk Management, Underwriting
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Arts, Economics
Jason Boeglen's Wells Fargo Experience October 2013 - May 2014
Job Senior Enterprise Architect at The Citco Group of Companies
Industry Banking
Experience
The Citco Group of Companies June 2014 - Present
Wells Fargo October 2013 - May 2014
Ally Financial May 2013 - October 2013
TIAA-CREF November 2012 - May 2013
Bank of America June 2011 - October 2012
South Carolina Budget and Control Board November 2010 - May 2011
Bank of America February 2009 - October 2010
Trident Investment Management Inc January 2009 - August 2010
Aegis Funds Management January 2008 - January 2009
Wachovia Securities, LLC February 2005 - December 2007
Skills
Derivatives, Equities, Portfolio Management, Fixed Income, Trading Systems, Asset Management
Education
University of North Carolina at Chapel Hill 1998 — 2002
The Citco Group of Companies June 2014 - Present
Wells Fargo October 2013 - May 2014
Ally Financial May 2013 - October 2013
TIAA-CREF November 2012 - May 2013
Bank of America June 2011 - October 2012
South Carolina Budget and Control Board November 2010 - May 2011
Bank of America February 2009 - October 2010
Trident Investment Management Inc January 2009 - August 2010
Aegis Funds Management January 2008 - January 2009
Wachovia Securities, LLC February 2005 - December 2007
Skills
Derivatives, Equities, Portfolio Management, Fixed Income, Trading Systems, Asset Management
Education
University of North Carolina at Chapel Hill 1998 — 2002
Avani Dorawala's Wells Fargo Experience 2002 - 2006
Job Multifamily Asset Management Senior at Freddie Mac
Industry Real Estate
Experience
Freddie Mac January 2011 - Present
Wachovia July 2007 - January 2011
Wells Fargo 2002 - 2006
Skills
CMBS, Real Estate, Asset Management, Portfolio Management, Underwriting, Valuation
Education
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business Administration
Freddie Mac January 2011 - Present
Wachovia July 2007 - January 2011
Wells Fargo 2002 - 2006
Skills
CMBS, Real Estate, Asset Management, Portfolio Management, Underwriting, Valuation
Education
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business Administration
Elizabeth Stallings's Wells Fargo Experience January 2007 - Present
Job Product Manager, Wells Fargo Investment Institute
Industry Banking
Experience
Wells Fargo January 2007 - Present
Equity Residential 1999 - 2006
Skills
Project Management
Education
University of North Carolina at Chapel Hill 1994 — 1998
BA, Communications
Wells Fargo January 2007 - Present
Equity Residential 1999 - 2006
Skills
Project Management
Education
University of North Carolina at Chapel Hill 1994 — 1998
BA, Communications
Geri Jackson's Wells Fargo Experience February 2014 - Present
Job Enterprise Employee Relations Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Wells Fargo Bank December 2009 - January 2014
Skills
Talent Management, Recruiting, Employee Relations, Leadership Development, Project Management, Executive Coaching, Coaching, Organizational..., Human Resources, Change Management, Banking, Operations Management, Succession Planning, Leadership, Organizational..., Personnel Management, Performance Consulting, Strategic Planning, Process Improvement, Training, Management, Performance Management, Employee Engagement, Onboarding
Education
UNC-Chapel Hill
Wells Fargo February 2014 - Present
Wells Fargo Bank December 2009 - January 2014
Skills
Talent Management, Recruiting, Employee Relations, Leadership Development, Project Management, Executive Coaching, Coaching, Organizational..., Human Resources, Change Management, Banking, Operations Management, Succession Planning, Leadership, Organizational..., Personnel Management, Performance Consulting, Strategic Planning, Process Improvement, Training, Management, Performance Management, Employee Engagement, Onboarding
Education
UNC-Chapel Hill
Jack Brodsky, CFA's Wells Fargo Experience August 2006 - March 2012
Job Senior Analyst at NEPC
Industry Financial Services
Experience
NEPC April 2012 - Present
Wells Fargo August 2006 - March 2012
Education
University of North Carolina at Chapel Hill
B.A., Economics
NEPC April 2012 - Present
Wells Fargo August 2006 - March 2012
Education
University of North Carolina at Chapel Hill
B.A., Economics
Davis Sample's Wells Fargo Experience May 2000 - Present
Job CPA Financial Consultant, Wells Fargo Wholesale Banking
Industry Accounting
Experience
Wells Fargo May 2000 - Present
PhyCor of Charlotte d/b/a Nalle Clinic August 1995 - April 2000
Dixon Hughes PLLC January 1991 - June 1995
Education
University of North Carolina at Chapel Hill 1985 — 1990
BA & Masters, BA in Journalism, Master of Accounting
Wells Fargo May 2000 - Present
PhyCor of Charlotte d/b/a Nalle Clinic August 1995 - April 2000
Dixon Hughes PLLC January 1991 - June 1995
Education
University of North Carolina at Chapel Hill 1985 — 1990
BA & Masters, BA in Journalism, Master of Accounting
Angela Hooper's Wells Fargo Experience July 1990 - Present
Job AVP, Business Systems Consultant @ Wells Fargo
Industry Banking
Experience
Wells Fargo July 1990 - Present
Skills
SDLC, Business Analysis, Change Management, Requirements Gathering, Banking, Management, SharePoint, Requirements Analysis, Business Requirements, Financial Services
Education
University of North Carolina at Chapel Hill 1983 — 1987
Bachelor of Applied Science (B.A.Sc.), Computer Science
Wells Fargo July 1990 - Present
Skills
SDLC, Business Analysis, Change Management, Requirements Gathering, Banking, Management, SharePoint, Requirements Analysis, Business Requirements, Financial Services
Education
University of North Carolina at Chapel Hill 1983 — 1987
Bachelor of Applied Science (B.A.Sc.), Computer Science
Allen Norwood's Wells Fargo Experience April 1996 - Present
Job Senior Vice President, Wholesale Finance Group
Industry Financial Services
Experience
Wells Fargo April 1996 - Present
Skills
Banking, Risk Management, Finance, Financial Services, Capital Markets, Financial Analysis, Fixed Income, Equities
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2005
MBA, Finance
University of North Carolina at Chapel Hill 1985 — 1989
BA, Economics, Political Science
Wells Fargo April 1996 - Present
Skills
Banking, Risk Management, Finance, Financial Services, Capital Markets, Financial Analysis, Fixed Income, Equities
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2005
MBA, Finance
University of North Carolina at Chapel Hill 1985 — 1989
BA, Economics, Political Science
Ivan Johnson's Wells Fargo Experience May 2011 - Present
Job VP, Product Manager, Business Real Estate Financing at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2011 - Present
Wachovia, A Wells Fargo Company 2009 - May 2011
Wachovia January 2008 - January 2009
Skills
Direct Mail, Marketing, Product Management, Banking, Direct Marketing, Project Management, Financial Services, Portfolio Management, Credit, Underwriting, Multi-channel Marketing, Segmentation, Analytics
Education
University of North Carolina at Chapel Hill 1989 — 1993
BA, Journalism and Mass Communications, Business Administration
Wells Fargo May 2011 - Present
Wachovia, A Wells Fargo Company 2009 - May 2011
Wachovia January 2008 - January 2009
Skills
Direct Mail, Marketing, Product Management, Banking, Direct Marketing, Project Management, Financial Services, Portfolio Management, Credit, Underwriting, Multi-channel Marketing, Segmentation, Analytics
Education
University of North Carolina at Chapel Hill 1989 — 1993
BA, Journalism and Mass Communications, Business Administration
Allison Miley's Wells Fargo Experience January 2014 - Present
Job EVP, Head of Wealth, Brokerage and Retirement Marketing Communications at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo January 2014 - Present
Wells Fargo Bank 2010 - 2013
Wells Fargo & Company 2009 - 2010
First Union and Wachovia Corp (now Wells Fargo) 1991 - 2008
Skills
Corporate Communications, Issues Management, Speech Writing, Internal Communications, Mobile Workplace..., Team Management, Financial Services, Interviews, Crisis Communications, Public Relations, Communications Planning, Communication Training, Newsletters, Project Management, Change Management, Press Releases, Thought Leadership, Strategic Communications, Media Relations, Crisis Management, Marketing Communications, Integrated Marketing, Copywriting
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor's, Journalism
Wells Fargo January 2014 - Present
Wells Fargo Bank 2010 - 2013
Wells Fargo & Company 2009 - 2010
First Union and Wachovia Corp (now Wells Fargo) 1991 - 2008
Skills
Corporate Communications, Issues Management, Speech Writing, Internal Communications, Mobile Workplace..., Team Management, Financial Services, Interviews, Crisis Communications, Public Relations, Communications Planning, Communication Training, Newsletters, Project Management, Change Management, Press Releases, Thought Leadership, Strategic Communications, Media Relations, Crisis Management, Marketing Communications, Integrated Marketing, Copywriting
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor's, Journalism
Betsy Barrett's Wells Fargo Experience Strategic HR consulting for CarolinasSr Human Resourses PartnerWells Fargo BankOctober 1988 - September 2012
Job Human Resources Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Strategic HR consulting for CarolinasSr Human Resourses PartnerWells Fargo BankOctober 1988 - September 2012
Skills
Succession Planning, Talent Management, Performance Management, Employee Engagement, Onboarding, Employee Relations, Deferred Compensation, Talent Acquisition, Leadership Development, Organizational..., Workforce Planning, Coaching, Recruiting, Organizational..., Applicant Tracking..., Human Resources, Employee Benefits, HRIS, Change Management, Training
Education
University of North Carolina at Chapel Hill 1972 — 1975
BA, Education
Wells Fargo Strategic HR consulting for CarolinasSr Human Resourses PartnerWells Fargo BankOctober 1988 - September 2012
Skills
Succession Planning, Talent Management, Performance Management, Employee Engagement, Onboarding, Employee Relations, Deferred Compensation, Talent Acquisition, Leadership Development, Organizational..., Workforce Planning, Coaching, Recruiting, Organizational..., Applicant Tracking..., Human Resources, Employee Benefits, HRIS, Change Management, Training
Education
University of North Carolina at Chapel Hill 1972 — 1975
BA, Education
Chris Idol's Wells Fargo Experience August 2012 - Present
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2012 - Present
Wells Fargo May 2009 - August 2012
Wachovia 1992 - 2009
Wachovia Bank 1992 - 2009
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1991
Masters, Business Administration
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Science, Business Administration
Wells Fargo August 2012 - Present
Wells Fargo May 2009 - August 2012
Wachovia 1992 - 2009
Wachovia Bank 1992 - 2009
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1991
Masters, Business Administration
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Science, Business Administration
Dexter Tinnin's Wells Fargo Experience 1998 - September 2013
Job Process Manager VP at BB&T
Industry Banking
Experience
BB&T September 2013 - Present
Wachovia February 1998 - September 2013
Wachovia Bank February 1998 - September 2013
Wells Fargo 1998 - September 2013
Wells Fargo 1998 - 2013
Wachovia 1998 - 2005
Skills
Risk Management, Banking, Financial Analysis, Financial Modeling, Business Analysis, Portfolio Management, Strategic Financial..., Process Improvement, Financial Services, Business Process..., Vendor Management, Credit, Analysis, Financial Reporting, Payroll, Investment Banking, Relationship Management, Forecasting, Visio, Finance, Financial Planning
Education
UNC at Chapel Hill 1991 — 1995
Economics
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics
Bishop McGuinness High School 1987 — 1991
General Studies
BB&T September 2013 - Present
Wachovia February 1998 - September 2013
Wachovia Bank February 1998 - September 2013
Wells Fargo 1998 - September 2013
Wells Fargo 1998 - 2013
Wachovia 1998 - 2005
Skills
Risk Management, Banking, Financial Analysis, Financial Modeling, Business Analysis, Portfolio Management, Strategic Financial..., Process Improvement, Financial Services, Business Process..., Vendor Management, Credit, Analysis, Financial Reporting, Payroll, Investment Banking, Relationship Management, Forecasting, Visio, Finance, Financial Planning
Education
UNC at Chapel Hill 1991 — 1995
Economics
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics
Bishop McGuinness High School 1987 — 1991
General Studies
Allison Harris's Wells Fargo Experience March 2015 - Present
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo July 2013 - March 2015
Bank of America November 2009 - July 2013
Bank of America April 2001 - December 2009
Bank of America April 2001 - June 2003
Addison Whitney August 1999 - April 2001
Addison Whitney July 1998 - August 1999
Skills
E-commerce, Program Management, Relationship Management, Marketing, Leadership, Financial Services, Six Sigma, Process Improvement, Banking, Business Analysis, Credit Cards, Customer Experience, Analytics, Vendor Management, CRM, Strategy, SDLC, Product Management, Retail Banking, Risk Management, Management, Project Portfolio...
Education
University of Alabama 1996 — 1997
MA, Communications
University of North Carolina at Chapel Hill 1991 — 1995
BA, Journalism and Mass Communication
Wells Fargo March 2015 - Present
Wells Fargo July 2013 - March 2015
Bank of America November 2009 - July 2013
Bank of America April 2001 - December 2009
Bank of America April 2001 - June 2003
Addison Whitney August 1999 - April 2001
Addison Whitney July 1998 - August 1999
Skills
E-commerce, Program Management, Relationship Management, Marketing, Leadership, Financial Services, Six Sigma, Process Improvement, Banking, Business Analysis, Credit Cards, Customer Experience, Analytics, Vendor Management, CRM, Strategy, SDLC, Product Management, Retail Banking, Risk Management, Management, Project Portfolio...
Education
University of Alabama 1996 — 1997
MA, Communications
University of North Carolina at Chapel Hill 1991 — 1995
BA, Journalism and Mass Communication
Catherine Houston's Wells Fargo Experience June 2009 - Present
Job VP, Compliance/Enterprise Risk Management at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2009 - Present
Wachovia September 2008 - June 2009
Education
University of North Carolina at Chapel Hill
BS, Business
Wells Fargo June 2009 - Present
Wachovia September 2008 - June 2009
Education
University of North Carolina at Chapel Hill
BS, Business
Charles Gomer's Wells Fargo Experience January 1988 - January 1991
Job VICE PRESIDENT at Davenport & Co,
Industry Investment Management
Experience
Davenport & Co, December 2010 - Present
August Partners, LLC September 2002 - December 2010
Thompson, Siegel & Walmsley January 1991 - January 2002
Wells Fargo January 1988 - January 1991
DELAWARE MANAGEMENT COMPANY January 1985 - January 1987
Education
Gilman School
University of North Carolina at Chapel Hill
AB, International Studies
University of Richmond
MS
Davenport & Co, December 2010 - Present
August Partners, LLC September 2002 - December 2010
Thompson, Siegel & Walmsley January 1991 - January 2002
Wells Fargo January 1988 - January 1991
DELAWARE MANAGEMENT COMPANY January 1985 - January 1987
Education
Gilman School
University of North Carolina at Chapel Hill
AB, International Studies
University of Richmond
MS
Evans Lackey's Wells Fargo Experience December 2013 - Present
Job Senior Private Banker, Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo December 2013 - Present
Coastal Federal Credit Union January 2011 - November 2013
Coastal Federal Credit Union June 2004 - December 2010
Credit Risk Management, LLC March 2006 - June 2006
SECU May 2003 - June 2004
Skills
Credit, Commercial Lending, Credit Analysis, Loans, Small Business Lending, Loan Origination, Real Estate, Portfolio Management, Commercial Banking, Banking, Risk Management, Commercial Mortgages, Mortgage Lending, Lines Of Credit, Real Estate Economics, Wealth Management, Investments, Asset Management, Underwriting, Credit Risk, Risk, Capital Markets, Credit Portfolio..., Financial Modeling, Credit Unions, Commercial Real Estate, Loss Mitigation, Real Estate Financing, Construction Loans, Investment Properties, Mortgage Banking, Refinance, Relationship Management, Cash Flow Lending, Private Banking, Consumer Lending, Residential Mortgages, Structured Finance, Investment Management, Financial Structuring, Real Estate Lending, Cross Selling, Financial Planning, Enterprise Risk..., Family Office, Finance
Education
University of North Carolina at Chapel Hill 2001 — 2003
BA, Economics
Appalachian State University 1999 — 2001
Wells Fargo December 2013 - Present
Coastal Federal Credit Union January 2011 - November 2013
Coastal Federal Credit Union June 2004 - December 2010
Credit Risk Management, LLC March 2006 - June 2006
SECU May 2003 - June 2004
Skills
Credit, Commercial Lending, Credit Analysis, Loans, Small Business Lending, Loan Origination, Real Estate, Portfolio Management, Commercial Banking, Banking, Risk Management, Commercial Mortgages, Mortgage Lending, Lines Of Credit, Real Estate Economics, Wealth Management, Investments, Asset Management, Underwriting, Credit Risk, Risk, Capital Markets, Credit Portfolio..., Financial Modeling, Credit Unions, Commercial Real Estate, Loss Mitigation, Real Estate Financing, Construction Loans, Investment Properties, Mortgage Banking, Refinance, Relationship Management, Cash Flow Lending, Private Banking, Consumer Lending, Residential Mortgages, Structured Finance, Investment Management, Financial Structuring, Real Estate Lending, Cross Selling, Financial Planning, Enterprise Risk..., Family Office, Finance
Education
University of North Carolina at Chapel Hill 2001 — 2003
BA, Economics
Appalachian State University 1999 — 2001
Thomas R. Atkins, II's Wells Fargo Experience March 2013 - February 2015
Job Co Owner, General Manager at Eastern Containers
Industry Transportation/Trucking/Railroad
Experience
Eastern Containers September 2015 - Present
R.E.C. July 2015 - Present
Hatteras Funds February 2015 - July 2015
Wells Fargo March 2013 - February 2015
Nationwide Financial May 2012 - March 2013
Edward Jones July 2011 - December 2011
Red Bull September 2009 - July 2011
Waste Industries August 2006 - July 2009
Pasco Concrete Construction June 2004 - August 2006
Skills
Investments, Financial Analysis, Strategic Financial..., Insurance, Portfolio Management, Customer Service, Banking, Retirement Planning, Budget, Life Insurance, Asset Managment, Account Management, Strategic Planning, Operations Management, Sales Management, Accounts Receivable, Accounts Payable, Microsoft Excel
Education
University of North Carolina at Chapel Hill 1998 — 2003
Bachelor’s Degree, Double Major: Political Science; Communication Studies
Eastern Containers September 2015 - Present
R.E.C. July 2015 - Present
Hatteras Funds February 2015 - July 2015
Wells Fargo March 2013 - February 2015
Nationwide Financial May 2012 - March 2013
Edward Jones July 2011 - December 2011
Red Bull September 2009 - July 2011
Waste Industries August 2006 - July 2009
Pasco Concrete Construction June 2004 - August 2006
Skills
Investments, Financial Analysis, Strategic Financial..., Insurance, Portfolio Management, Customer Service, Banking, Retirement Planning, Budget, Life Insurance, Asset Managment, Account Management, Strategic Planning, Operations Management, Sales Management, Accounts Receivable, Accounts Payable, Microsoft Excel
Education
University of North Carolina at Chapel Hill 1998 — 2003
Bachelor’s Degree, Double Major: Political Science; Communication Studies
Hank McSwain's Wells Fargo Experience September 2014 - Present
Job Compliance Manager at Wells Fargo Bank
Industry Banking
Experience
US Navy Reserve April 1991 - Present
Wells Fargo September 2014 - Present
Bank of America August 2010 - September 2014
Bank of America November 2009 - August 2010
Bank of America March 2009 - November 2009
Bank of America June 2006 - March 2009
Wachovia, A Wells Fargo Company 1991 - 1996
Skills
Strategy, Command, AML, Banking, Operational Risk, Investments, Program Management, Military, Commercial Banking, Security Clearance, Navy, Operational Risk..., Intelligence Analysis, DoD, Risk Management, Risk Assessment, Operational Planning, Regulations, Military Experience, Government Contracting, Organizational..., National Security, Intelligence, Government, Policy, Anti Money Laundering
Education
University of North Carolina at Chapel Hill 1985 — 1989
BS, Business Administration
US Navy Reserve April 1991 - Present
Wells Fargo September 2014 - Present
Bank of America August 2010 - September 2014
Bank of America November 2009 - August 2010
Bank of America March 2009 - November 2009
Bank of America June 2006 - March 2009
Wachovia, A Wells Fargo Company 1991 - 1996
Skills
Strategy, Command, AML, Banking, Operational Risk, Investments, Program Management, Military, Commercial Banking, Security Clearance, Navy, Operational Risk..., Intelligence Analysis, DoD, Risk Management, Risk Assessment, Operational Planning, Regulations, Military Experience, Government Contracting, Organizational..., National Security, Intelligence, Government, Policy, Anti Money Laundering
Education
University of North Carolina at Chapel Hill 1985 — 1989
BS, Business Administration
Alex Cathcart's Wells Fargo Experience June 2010 - April 2012
Job Multifamily Acquisitions at Federal Capital Partners
Industry Commercial Real Estate
Experience
Federal Capital Partners April 2012 - Present
Wells Fargo June 2010 - April 2012
Education
University of North Carolina at Chapel Hill 2006 — 2010
The Hotchkiss School 2002 — 2006
Federal Capital Partners April 2012 - Present
Wells Fargo June 2010 - April 2012
Education
University of North Carolina at Chapel Hill 2006 — 2010
The Hotchkiss School 2002 — 2006
Bob Mulligan's Wells Fargo Experience 2009 - Present
Job Senior Vice President/Business Development
Industry Financial Services
Willie Griffin's Wells Fargo Experience October 2013 - December 2014
Job
Industry Investment Management
Experience
WestEnd Advisors December 2014 - Present
Wells Fargo October 2013 - December 2014
Wells Fargo Advisors December 2011 - October 2013
Wells Fargo Advisors December 2010 - December 2011
Wells Fargo Advisors June 2010 - December 2010
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (BA)
WestEnd Advisors December 2014 - Present
Wells Fargo October 2013 - December 2014
Wells Fargo Advisors December 2011 - October 2013
Wells Fargo Advisors December 2010 - December 2011
Wells Fargo Advisors June 2010 - December 2010
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (BA)
Drew Branham's Wells Fargo Experience December 2010 - Present
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2010 - Present
BB&T June 2005 - December 2010
Skills
Commercial Lending, Credit, Commercial Banking, Underwriting, Credit Analysis, Banking, Loan Origination, Portfolio Management, Credit Risk, Lines Of Credit, Asset Based Lending, Treasury Management, Loans, Consumer Lending
Education
UNC Chapel Hill 2000 — 2004
Bachelor, Economics and Spanish
Wells Fargo December 2010 - Present
BB&T June 2005 - December 2010
Skills
Commercial Lending, Credit, Commercial Banking, Underwriting, Credit Analysis, Banking, Loan Origination, Portfolio Management, Credit Risk, Lines Of Credit, Asset Based Lending, Treasury Management, Loans, Consumer Lending
Education
UNC Chapel Hill 2000 — 2004
Bachelor, Economics and Spanish
Greg Blackwell - MCTS, MCITP, MCSA, MCSE's Wells Fargo Experience June 2010 - May 2012
Job SharePoint Administrator/Developer at Peak 10
Industry Information Technology and Services
Experience
Peak 10 May 2012 - Present
Think Paperless January 2002 - Present
Wells Fargo June 2010 - May 2012
IKON Office Solutions 1998 - 2002
Skills
SharePoint, SharePoint Designer, InfoPath, Requirements Gathering, Application Development, SQL Server, SDLC, VB.NET, WSS 3.0, Web Development, Business Analysis, ASP.NET, JavaScript, Agile, C#, jQuery, T-SQL, IIS, Agile Methodologies, Microsoft SQL Server, Web Services
Education
University of North Carolina at Chapel Hill 1983 — 1988
BA, Spanish
Industrial University of Santander 1985 — 1985
NA, NA
Peak 10 May 2012 - Present
Think Paperless January 2002 - Present
Wells Fargo June 2010 - May 2012
IKON Office Solutions 1998 - 2002
Skills
SharePoint, SharePoint Designer, InfoPath, Requirements Gathering, Application Development, SQL Server, SDLC, VB.NET, WSS 3.0, Web Development, Business Analysis, ASP.NET, JavaScript, Agile, C#, jQuery, T-SQL, IIS, Agile Methodologies, Microsoft SQL Server, Web Services
Education
University of North Carolina at Chapel Hill 1983 — 1988
BA, Spanish
Industrial University of Santander 1985 — 1985
NA, NA
Derek Ezzell's Wells Fargo Experience November 2012 - Present
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Cabarrus Bank & Trust October 2009 - October 2012
Waccamaw Bank June 2006 - October 2009
Waccamaw Bank May 2006 - October 2009
Skills
Credit Analysis, Small Business Lending, Underwriting, Loans, Banking, Credit, Retail Banking, Business Development, Strategic Planning, Team Leadership, Executive Management, Financial Analysis, Public Speaking, Customer Service, Product Management
Education
University of North Carolina at Chapel Hill 1985 — 1989
BSBA, Business Administration
Whiteville High School 1981 — 1985
Graduate, Regular/General High School/Secondary Diploma Program
Wells Fargo November 2012 - Present
Cabarrus Bank & Trust October 2009 - October 2012
Waccamaw Bank June 2006 - October 2009
Waccamaw Bank May 2006 - October 2009
Skills
Credit Analysis, Small Business Lending, Underwriting, Loans, Banking, Credit, Retail Banking, Business Development, Strategic Planning, Team Leadership, Executive Management, Financial Analysis, Public Speaking, Customer Service, Product Management
Education
University of North Carolina at Chapel Hill 1985 — 1989
BSBA, Business Administration
Whiteville High School 1981 — 1985
Graduate, Regular/General High School/Secondary Diploma Program
Eddie Hackim's Wells Fargo Experience July 2010 - Present
Job Southwestern Company / Wells Fargo / Alphachio's Gourmet Delicatessen
Industry Mental Health Care
Experience
Southwestern Company May 2011 - Present
Alphachio's Gourmet Delicatessen August 2010 - Present
Wells Fargo July 2010 - Present
Education
UNC Chapel Hill 2011 — 2014
BS Psychology, Psychiatry
Leesville Road High School 2007 — 2010
Southwestern Company May 2011 - Present
Alphachio's Gourmet Delicatessen August 2010 - Present
Wells Fargo July 2010 - Present
Education
UNC Chapel Hill 2011 — 2014
BS Psychology, Psychiatry
Leesville Road High School 2007 — 2010
Davia Freeman's Wells Fargo Experience June 2012 - Present
Job Senior Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2012 - Present
Charlotte, NC November 2011 - June 2012
Wachovia, A Wells Fargo Company May 2009 - October 2011
Wachovia, A Wells Fargo Company June 2007 - April 2009
Wachovia, A Wells Fargo Company October 2005 - February 2007
Businesses in Charlotte, NC July 1999 - February 2004
First Union National Bank October 1995 - March 1996
Broadway & Seymour, Inc 1984 - 1995
Skills
Business Analysis, Process Improvement, Project Management, Project Financial..., Compliance/Audit, Technical Documentation..., Project Initiation and..., Business Case...
Education
University of North Carolina at Chapel Hill 1978 — 1981
Bachelor or Arts, Journalism and Mass Communications
Lenoir High School 1975 — 1978
Wells Fargo June 2012 - Present
Charlotte, NC November 2011 - June 2012
Wachovia, A Wells Fargo Company May 2009 - October 2011
Wachovia, A Wells Fargo Company June 2007 - April 2009
Wachovia, A Wells Fargo Company October 2005 - February 2007
Businesses in Charlotte, NC July 1999 - February 2004
First Union National Bank October 1995 - March 1996
Broadway & Seymour, Inc 1984 - 1995
Skills
Business Analysis, Process Improvement, Project Management, Project Financial..., Compliance/Audit, Technical Documentation..., Project Initiation and..., Business Case...
Education
University of North Carolina at Chapel Hill 1978 — 1981
Bachelor or Arts, Journalism and Mass Communications
Lenoir High School 1975 — 1978
Ben Sawchak's Wells Fargo Experience May 2014 - August 2014
Job Business and Technology Consultant at Cisco
Industry Management Consulting
Experience
Cisco July 2015 - Present
Wells Fargo May 2014 - August 2014
CAPTRUST May 2013 - August 2013
Bandwidth.com June 2012 - August 2012
Skills
Market Research, Microsoft Excel, Social Media, Photography, Art, Finance, Microsoft Word, Fitness Training, Footwear, Fashion, Athletic Footwear
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (BS), Business Administration
Cisco July 2015 - Present
Wells Fargo May 2014 - August 2014
CAPTRUST May 2013 - August 2013
Bandwidth.com June 2012 - August 2012
Skills
Market Research, Microsoft Excel, Social Media, Photography, Art, Finance, Microsoft Word, Fitness Training, Footwear, Fashion, Athletic Footwear
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (BS), Business Administration
David Peedin's Wells Fargo Experience April 2014 - Present
Job Vice President, Clearing at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Wells Fargo December 2012 - April 2014
Wells Fargo Investments June 2011 - December 2012
Skills
Middle Office, Series 7, Securities, Investments, Fixed Income, Banking, Financial Services, Sports Marketing, Sports Writing, Series 3, Credit Derivatives, Vendor Management, Interest Rate..., Trading Systems, Options, Derivatives, Capital Markets
Education
University of North Carolina at Chapel Hill 1995 — 1999
BS, Business Administration and Management, General
Wells Fargo April 2014 - Present
Wells Fargo December 2012 - April 2014
Wells Fargo Investments June 2011 - December 2012
Skills
Middle Office, Series 7, Securities, Investments, Fixed Income, Banking, Financial Services, Sports Marketing, Sports Writing, Series 3, Credit Derivatives, Vendor Management, Interest Rate..., Trading Systems, Options, Derivatives, Capital Markets
Education
University of North Carolina at Chapel Hill 1995 — 1999
BS, Business Administration and Management, General
Andrea Bachl Johnson's Wells Fargo Experience July 1998 - May 2000
Job Business Analyst/Project Manager at BB&T
Industry Financial Services
Experience
BB&T January 2006 - Present
Invesco Retirement Inc. August 2000 - May 2005
Wells Fargo July 1998 - May 2000
Wells Fargo January 1998 - June 1998
Skills
Project Management..., ASQ Certified Quality..., Project Management, Program Management, SDLC, Business Analysis, Banking, Leadership, Risk Management, Management, Financial Services, Analysis, Process Improvement, Financial Risk
Education
Gordon Conwell Theological Seminary Charlotte 2001 — 2005
Master of Arts (M.A.), Counseling, Magna Cum Laude
University of North Carolina at Chapel Hill 1994 — 1997
Bachelor of Arts (BA), English Language and Literature/Letters
BB&T January 2006 - Present
Invesco Retirement Inc. August 2000 - May 2005
Wells Fargo July 1998 - May 2000
Wells Fargo January 1998 - June 1998
Skills
Project Management..., ASQ Certified Quality..., Project Management, Program Management, SDLC, Business Analysis, Banking, Leadership, Risk Management, Management, Financial Services, Analysis, Process Improvement, Financial Risk
Education
Gordon Conwell Theological Seminary Charlotte 2001 — 2005
Master of Arts (M.A.), Counseling, Magna Cum Laude
University of North Carolina at Chapel Hill 1994 — 1997
Bachelor of Arts (BA), English Language and Literature/Letters
Erich Talley's Wells Fargo Experience May 2010 - Present
Job VP Risk Mgmt Business Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2010 - Present
Education
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Arts (B.A.), Economics
Wells Fargo May 2010 - Present
Education
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Arts (B.A.), Economics
Bryan Pruitt's Wells Fargo Experience February 2009 - Present
Job Project Coordinator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2009 - Present
Wells Fargo August 2004 - February 2009
Education
UNC Charlotte 1999 — 2002
Master of Business Administration (MBA)
UNC Chapel Hill 1993 — 1997
Bachelor of Arts (B.A.), Journalism
Wells Fargo February 2009 - Present
Wells Fargo August 2004 - February 2009
Education
UNC Charlotte 1999 — 2002
Master of Business Administration (MBA)
UNC Chapel Hill 1993 — 1997
Bachelor of Arts (B.A.), Journalism
Jack Clayton's Wells Fargo Experience June 1977 - Present
Job Executive Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 1977 - Present
Skills
Banking, Credit, Loans, Financial Analysis, Series 7, Investments
Education
UNC Chapel Hill 1975 — 1977
Master of Business Administration (MBA), Finance, General
Wake Forest University 1971 — 1975
Bachelor of Arts (B.A.), Economics
Wells Fargo June 1977 - Present
Skills
Banking, Credit, Loans, Financial Analysis, Series 7, Investments
Education
UNC Chapel Hill 1975 — 1977
Master of Business Administration (MBA), Finance, General
Wake Forest University 1971 — 1975
Bachelor of Arts (B.A.), Economics
Jay Pulliam's Wells Fargo Experience 1995 - Present
Job Commercial Real Estate Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 1995 - Present
Education
Wake Forest University - Babcock Graduate School of Management 1994 — 1997
finance, Business Administration and Management, General
University of North Carolina at Chapel Hill 1980 — 1985
Bachelor of Arts (BA), Economics
Wells Fargo 1995 - Present
Education
Wake Forest University - Babcock Graduate School of Management 1994 — 1997
finance, Business Administration and Management, General
University of North Carolina at Chapel Hill 1980 — 1985
Bachelor of Arts (BA), Economics
Ben Baxter's Wells Fargo Experience June 2007 - Present
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2007 - Present
Wells Fargo June 2006 - June 2007
Wells Fargo June 2003 - June 2006
Skills
Financial Analysis, Financial Modeling, Commercial Lending
Education
University of North Carolina at Chapel Hill 2002 — 2003
Master of Arts (M.A.), Accounting
University of North Carolina at Chapel Hill 1999 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo June 2007 - Present
Wells Fargo June 2006 - June 2007
Wells Fargo June 2003 - June 2006
Skills
Financial Analysis, Financial Modeling, Commercial Lending
Education
University of North Carolina at Chapel Hill 2002 — 2003
Master of Arts (M.A.), Accounting
University of North Carolina at Chapel Hill 1999 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Buddy Wood's Wells Fargo Experience June 2009 - Present
Job
Industry Banking
Experience
Wells Fargo June 2009 - Present
Wachovia Bank 2006 - 2009
Wachovia Bank 2003 - 2006
Fidelity Bank 2002 - 2003
Wachovia Bank 2001 - 2002
First Citizens Bank 1978 - 2001
Skills
Credit, Banking, Commercial Lending, Commercial Banking, Real Estate Lending, Branch Management, Management, Portfolio Management, Credit Analysis
Education
University of North Carolina at Chapel Hill 1973 — 1977
Bachelor of Science (B.S.)
Wells Fargo June 2009 - Present
Wachovia Bank 2006 - 2009
Wachovia Bank 2003 - 2006
Fidelity Bank 2002 - 2003
Wachovia Bank 2001 - 2002
First Citizens Bank 1978 - 2001
Skills
Credit, Banking, Commercial Lending, Commercial Banking, Real Estate Lending, Branch Management, Management, Portfolio Management, Credit Analysis
Education
University of North Carolina at Chapel Hill 1973 — 1977
Bachelor of Science (B.S.)
andrea orbe's Wells Fargo Experience January 2012 - January 2014
Job Director of Business Development at ProvidaStaff, LLC
Industry Hospital & Health Care
Experience
ProvidaStaff, LLC January 2014 - Present
Wells Fargo January 2012 - January 2014
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Arts (B.A.), Communications
ProvidaStaff, LLC January 2014 - Present
Wells Fargo January 2012 - January 2014
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Arts (B.A.), Communications
Bess Terrell's Wells Fargo Experience 2003 - Present
Job
Industry Banking
Experience
Wells Fargo 2003 - Present
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Elementary Education and Teaching
Wells Fargo 2003 - Present
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Elementary Education and Teaching
Curtis Hukins's Wells Fargo Experience November 2014 - Present
Job Financial Crimes Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
University of North Carolina at Chapel Hill August 2011 - May 2014
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Customer Service, Team Leadership, Teamwork, Treasury, Youth Mentoring, Microsoft Office, Social Media
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
Wells Fargo November 2014 - Present
University of North Carolina at Chapel Hill August 2011 - May 2014
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Customer Service, Team Leadership, Teamwork, Treasury, Youth Mentoring, Microsoft Office, Social Media
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
Dave Dorminey's Wells Fargo Experience June 1972 - December 2002
Job Risk Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 1972 - December 2002
First Union National Bank 1974 - 1988
Skills
Risk Management, Banking, Financial Analysis, Credit, Portfolio Management, Management, Finance, Customer Service, Loans, Investments, International Banking...
Education
University of North Carolina at Chapel Hill 1970 — 1972
Master of Business Administration (MBA), Finance, General
Vanderbilt University 1959 — 1963
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Wells Fargo June 1972 - December 2002
First Union National Bank 1974 - 1988
Skills
Risk Management, Banking, Financial Analysis, Credit, Portfolio Management, Management, Finance, Customer Service, Loans, Investments, International Banking...
Education
University of North Carolina at Chapel Hill 1970 — 1972
Master of Business Administration (MBA), Finance, General
Vanderbilt University 1959 — 1963
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank