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
Wells Fargo May 2014 - Present
Envolve Networks May 2013 - August 2013
bevello May 2012 - August 2013
Zoes Kitchen June 2009 - August 2011
Skills
Marketing, Sales, Advertising, Facebook, Social Media, Social Networking, PowerPoint, Microsoft Excel, Networking, Microsoft Word, Time Management, Microsoft Office, Customer Service, Public Relations, Sales Management
Education
University of North Carolina at Chapel Hill 2011 — 2015
Kenan-Flagler Business School, Business Administration
Charlotte Catholic High School 2007 — 2011
Wells Fargo June 2014 - Present
Singh Development LLC May 2013 - May 2014
Kenan-Flagler Business School Executive Education, LLC May 2012 - May 2013
UNC Chapel Hill Student Stores August 2010 - August 2012
Youth Marketing Connection January 2012 - June 2012
Switch: Liberate Your Brand promoting 5 Hour Energy May 2011 - May 2012
Carolina Pool Management April 2009 - August 2011
Skills
Microsoft Excel, PowerPoint, Finance, Training, Microsoft Word, Financial Analysis, Financial Modeling, Real Estate Financing, Real Estate Development, Real Estate, PCensus, Google Analytics, Google Maps
Education
University of North Carolina at Chapel Hill 2010 — 2013
Bachelor of Arts (BA), Economics
Marvin Ridge High School 2007 — 2010
Wells Fargo August 2013 - Present
Wells Fargo 2009 - July 2013
Wells Fargo January 2009 - April 2009
Wachovia 2005 - February 2009
GE Capital February 2002 - February 2005
GE Capital April 1999 - February 2002
Price Waterhouse 1990 - 1999
Skills
Corporate Finance, Financial Risk, Accounting, Asset Management, Finance, Strategic Financial..., SEC filings
Education
University of North Carolina at Chapel Hill 1985 — 1989
BS, Business Administration
Wells Fargo April 2013 - Present
Wells Fargo April 2011 - April 2013
Wells Fargo Securities September 2009 - April 2011
Wells Fargo July 2008 - September 2009
Wachovia, A Wells Fargo Company July 2008 - July 2009
Skills
Capital Markets, Investment Banking, Project Management, Risk Management, Bond Markets, Banking, Financial Risk, Management, Financial Analysis, Financial Modeling, Portfolio Management, Securities, Accounting, Investments, Operational Risk, Finance, Internal Audit
Education
University of North Carolina at Chapel Hill 2004 — 2008
Economics, Public Policy, Entrepreneurship Studies
INFLECTION POINT CONSULTING January 2012 - Present
Table Rock Capital 2006 - 2010
Woodberry Forest School 2001 - 2002
Bank of America 1990 - 2000
Merrill Lynch 1982 - 1990
Wells Fargo 1972 - 1982
Skills
Capital, Finance, Private Equity
Education
Columbia Business School : External Coaching Intensive Certification
Harvard Business School : Program for Managerial Development
Stanford University : Graduate School of Credit and Financial Management
University of North Carolina at Chapel Hill
Woodberry Forest School, Virginia
Follett Higher Education Group July 2012 - Present
Follett Higher Education Group October 2011 - July 2012
Wells Fargo January 2009 - October 2011
Waldenbooks January 1998 - January 2009
Waldenbooks January 1997 - January 1998
Skills
Employee Training, Hiring Personnel, Inventory Management, Community Outreach, Store Management, Store Operations, New Store Set Up, Golf, Scrabble, Reading, Loans, Tenacious Work Ethic, Customer Satisfaction, Retail Sales, Loss Prevention, Driving Results, Customer Service, Merchandising, Retail
Education
University of North Carolina at Chapel Hill 1980 — 1984
Bachelors, Journalism
Chesterton Senior High School 1976 — 1980
Wells Fargo June 2013 - Present
McAlister's Deli (Corporation) December 2012 - May 2013
University of North Carolina at Chapel Hill August 2012 - December 2012
Author Squad May 2010 - December 2012
Outback Steakhouse May 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Leadership
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Psychology, Anthropology
BB&T March 2013 - Present
Wells Fargo 1994 - 2011
Skills
Cash Flow and..., Estate Planning, Employee Stock Options, Asset Allocation, Risk Assessment, Income Tax Planning, Employer Benefits..., Leading Client..., Retirement Planning, Income Tax, Financial Planning, Investments, Strategic Financial..., Financial Services, Financial Advisory, Finance, Financial Analysis, Wealth Management, Retirement, High Net Worth..., Series 7, Investment Advisory, Financial Planners, Series 63, Banking
Education
UNC Chapel Hill 1990 — 1994
Bachelor of Science (B.S.), Mathematics
Square 1 Bank January 2015 - Present
Square 1 Bank October 2014 - January 2015
Square 1 Bank April 2014 - October 2014
Square 1 Bank February 2013 - April 2014
Wells Fargo January 2012 - February 2013
Piedmonth Health August 2011 - December 2011
PPD International June 2011 - September 2011
JCrew September 2010 - May 2011
IQ Solutions May 2010 - August 2010
The University December 2008 - July 2009
Skills
Customer Service, Sales, Leadership, Data Analysis, Time Management, Financial Analysis, Microsoft Office, Social Media, Finance, Microsoft Excel, Access, Public Speaking, Portfolio Management, Program Management, Microsoft Word, Research, Public Health, PowerPoint, Healthcare, Spanish, Clinical Research, Risk Management, Loans, Banking, Venture Debt, Venture Financing
Education
THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL, Chapel Hill 2008 — 2012
Public Policy with a, Health
UNC Chapel Hill 2008 — 2012
Seeking, Public Policy, Health Concentration
Wells Fargo May 2014 - Present
KPMG LLP August 2011 - May 2013
Education
University of North Carolina at Chapel Hill 2005 — 2011
Master's degree, Accounting
Wells Fargo June 2006 - Present
Skills
Banking, Investments, Insurance, Wealth Management, Credit
Education
University of North Carolina at Chapel Hill
Bachelor's Degree, Economics and Modern European History
Morgan Stanley August 2015 - Present
Oppenheimer & Co. Inc. July 2014 - July 2015
Wells Fargo June 2013 - August 2013
China Asset Management July 2012 - August 2012
Deloitte June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Data Analysis, Financial Analysis, Financial Modeling, HTML, Customer Service, Java, Economics, Event Planning, Corporate Finance, Market Research, Social Networking, Mergers & Acquisitions, Investment Banking, Valuation
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance, 3.9
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Towson High School 2006 — 2010
Kian Capital Partners, LLC March 2014 - Present
Bank of America July 2009 - February 2014
Wells Fargo June 2008 - June 2009
Skills
Capital, Valuation, Equities, Financial Modeling, Corporate Finance, Mezzanine, Financial Analysis, Portfolio Management, Banking
Education
University of North Carolina at Chapel Hill 2005 — 2008
Bachelor of Arts (B.A.), Economics
Wells Fargo January 2015 - Present
Wells Fargo June 2006 - December 2014
Wachovia, A Wells Fargo Company September 2003 - June 2006
Wells fargo September 1999 - September 2003
Maryland Association of REALTORS 1996 - 1998
Time Warner Cable 1984 - 1996
Skills
Performance Consulting, Human Resources, Performance Management, Succession Planning, Written Communication, Talent Management, Employee Engagement, Leadership Development, Personnel Management, Onboarding, Workforce Planning, Organizational..., Management, Applicant Tracking..., Program Management, Deferred Compensation, Training, Risk Management, Banking
Education
University of North Carolina at Chapel Hill
BA, English
Wells Fargo March 2012 - Present
Wells Fargo January 2011 - March 2012
Wells Fargo February 2007 - January 2011
Wachovia February 2007 - February 2009
Wachovia 2007 - 2008
Wachovia 2005 - 2007
Skills
Banking, Risk Management, Project Management, Product Development, Environmental Issues, Management, SDLC, Process Improvement, Project Portfolio..., Requirements Gathering, Business Process..., Requirements Analysis, Financial Services, Business Analysis, PMO, Portfolio Management, Vendor Management
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Management & Society
Wells Fargo 2011 - Present
Education
University of North Carolina at Chapel Hill
B.S., Business Administration
Wells Fargo May 2011 - Present
Wells Fargo May 2005 - May 2011
Wachovia February 2003 - May 2005
First Union January 2002 - January 2003
First Union January 1999 - January 2002
Skills
Credit, Loans, Risk Management, Financial Risk, Operational Risk..., Risk Assessment, Certified Regulatory..., Enterprise Risk..., Consumer Lending, Mortgage Lending, Banking, Underwriting, Credit Analysis, Credit Risk, Mortgage Banking, Financial Services, Retail Banking, Financial Analysis, Auditing, Commercial Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
BSBA, Business Administration
BAI Compliance School
ABA Compliance Training
CBA Live Retail Banking Conference
CRA and Fair Lending Colloquium
SunTrust Bank 2013 - Present
Wells Fargo 2001 - April 2013
Bank of America 1998 - 2000
Skills
Portfolio Management, Leadership, Strategy, Credit, Commercial Banking, Finance, Banking, CRM, Financial Services, Commercial Lending, Management, Customer Service, Cash Management, Financial Analysis, Loans, Risk Management, Relationship Management, Treasury Management, Credit Analysis, Start-ups, Sales, Program Management, Small Business Lending, Asset Based Lending, Syndications, Mergers & Acquisitions, Divestitures, Interest Rate Risk..., FX Hedging, Buy-Sell, Commodity Risk..., Share Repurchase, Capital Markets, Financial Advisory, Interest Rate Hedging, Commercial Leasing, Debt & Equity Capital...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Business Administration and Management, General
University of North Carolina at Greensboro 1996 — 1997
Bachelor of Arts (B.A.), Communication, General
University of South Carolina-Columbia 1992 — 1995
Wells Fargo June 2014 - Present
Wells Fargo November 2011 - June 2014
Wells Fargo 2007 - December 2011
Wachovia Corp April 2007 - April 2009
Barclays Capital 2003 - 2007
First Union National Bank 1992 - 2003
Jefferson Pilot Communication 1984 - 1992
Skills
Strategic Human..., Performance Consulting, Leading Organizational..., Talent Management, Risk Management, Compensation, Employee Relations, Demand Managment, Organizational..., Recruiting, Learning Management, Compliance, Employee Engagement, Mergers & Acquisitions, Performance Improvement, Strategic Communications, Leadership Development, Financial Services, Human Resources, Leadership, Succession Planning, Banking, Change Management, Performance Management, Training, Talent Acquisition
Education
University of North Carolina at Chapel Hill
BA
Wells Fargo April 2001 - Present
Education
UNC Chapel Hill 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo October 2004 - Present
McGladrey & Pullen September 2002 - October 2004
M&P 2002 - 2003
Skills
Financial Analysis, Strategic Financial..., Risk Management, Financial Reporting, Financial Modeling, CPA, GAAP, Accounting, Fixed Income, Finance, Loans, Banking, Financial Accounting, Auditing
Education
University of North Carolina at Wilmington 2001 — 2002
Masters of Science, Accounting
University of North Carolina at Chapel Hill 1998 — 2000
Bachelor of Science, Business Administration
Wells Fargo May 2014 - Present
Duke Energy Corporation October 2012 - May 2014
Lowes February 2012 - October 2012
Bank of America November 2011 - February 2012
SunGard Consulting Services April 2010 - September 2011
Bank of America January 2009 - March 2010
Bank of America April 2006 - August 2008
Bank of America 2004 - 2005
IBM 1987 - 1993
Skills
Project Portfolio..., Change Management, Program Management, IT Governance, Six Sigma, Green Belt, Enterprise Architecture, Business Continuity, Technology Evaluation, Cross-functional Team..., Integration, Leadership, Project Management, SDLC, Governance, Business Analysis, Strategy, PMO, Management, Project Planning
Education
Purdue Univeristy
BSME, Mechanical Engineering
University of North Carolina at Chapel Hill
Wells Fargo May 2008 - Present
Wells Fargo June 2007 - May 2008
Amdocs February 2001 - June 2007
Wells Fargo January 2000 - February 2001
Wells Fargo August 1998 - January 2000
Wells Fargo September 1997 - August 1998
Wells Fargo April 1995 - September 1997
Barclays November 1993 - April 1995
Belk Stores Services September 1987 - December 1993
Skills
FrameMaker, Technical Writing, Visio, SharePoint, SDLC, Documentation, Adobe Acrobat, Business Analysis, E-learning, Windows, Telecommunications, Technical Documentation, Word, Microsoft Office, PowerPoint, Technical Communication, Analysis, Excel, HTML, Writing, Photoshop, Information Architecture, Process Improvement, Access, Adobe Creative Suite, Management, Software Documentation, Microsoft Word, Troubleshooting, E-Learning, XML, Microsoft Excel
Education
University of North Carolina at Chapel Hill 1982 — 1987
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo October 2014 - Present
Wells Fargo March 2011 - October 2014
Wells Fargo August 2009 - March 2011
Wachovia, A Wells Fargo Company May 2003 - August 2009
Barton Executive Search February 2000 - March 2003
Kellogg Company - Keebler Division October 1992 - January 2000
Skills
Talent Acquisition, Executive Search, Sourcing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1984
BS, Business
United Guaranty Corporation August 2010 - Present
United Guaranty Corporation May 2010 - August 2010
Wells Fargo February 2010 - May 2010
N-Tier Solutions at United Guaranty September 2009 - January 2010
United Guaranty Corporation January 2009 - January 2010
United Guaranty Corporation April 2000 - January 2009
Skills
Visio, Process Improvement, Business Intelligence, Business Analysis, Networking
Education
University of North Carolina at Chapel Hill 1978 — 1982
BA, Psychology
Optimity Advisors September 2015 - Present
Optimity Advisors May 2014 - September 2015
Wells Fargo June 2012 - May 2014
Wells Fargo May 2011 - August 2011
World Camp, Inc. May 2010 - June 2010
Skills
Healthcare Industry
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor's Degree, Business Administration
He's Not Here March 2013 - Present
Quintiles May 2014 - August 2014
Wells Fargo March 2013 - August 2013
Wells Fargo June 2012 - August 2012
Cozumel Mexican Grille May 2012 - August 2012
Goodberry's Frozen Custard March 2011 - August 2011
Cardinal Gibbons High School June 2009 - July 2011
Goodberry's Frozen Custard March 2009 - November 2009
Skills
Banking, Economics, Retail Banking, Cash Management, Sales, Retail Sales, Customer Satisfaction, Customer Acquisition, Personal Banking, Customer Interaction, Cash Handling Experience, Teller Operations, Bartending, Finance, Commercial Banking, Public Relations, Social Media Marketing
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Economics
Cardinal Gibbons High School
Wells Fargo March 2010 - Present
Wachovia, A Wells Fargo Company January 2008 - March 2010
Wachovia, A Wells Fargo Company December 2005 - January 2008
Education
Winthrop University 2007 — 2009
MBA
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics
Queen City Petsitting - Atlanta August 2012 - Present
Queen City Petsitting - Raleigh June 2011 - Present
Queen City Petsitting July 2009 - Present
Wells Fargo September 2008 - July 2009
BANK OF AMERICA November 2006 - August 2008
WACHOVIA November 2005 - November 2006
Skills
Financial Analysis, Banking, Loans, Marketing, Risk Management, Investments, Credit, Finance, Customer Service, Real Estate, Due Diligence, Sales, Portfolio Management, Microsoft Excel, Social Media, Strategic Planning, Project Management, Asset Managment, Microsoft Office, Underwriting, Access, New Business Development, Budgets, Time Management, Asset Management, Negotiation, Market Research, Analysis, Small Business
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Advertising
Family Dollar July 2013 - Present
Flynn Heath Holt Leadership August 2012 - July 2013
Wells Fargo 2009 - 2011
Wachovia Corporation 2006 - 2008
Wachovia Corporation 2002 - 2005
First Union National Bank 1999 - 2002
First Union National Bank 1995 - 1998
First Union National Bank 1991 - 1994
First Union National Bank 1989 - 1990
First Union National Bank 1986 - 1989
Skills
Talent Management, Performance Management, Human Resources, Succession Planning, Change Management, Recruiting, Employee Relations, Leadership Development, Strategy, Management, Program Management, Employee Engagement, Mergers & Acquisitions, Deferred Compensation, Process Improvement, Executive Coaching, Employee Benefits, Project Management, Organizational..., Coaching, Team Building, Customer Service, Performance Consulting, Mergers, Strategic Leadership, Consulting, Team Leadership, Workforce, Diversity & Inclusion, HR Transformation, Human Capital, HRIS, Communication, Payroll, HR Policies, Learning & Development..., Outsourcing, Onboarding, Re-engineering, Operational Management, HR Shared Services, Trusted Business Partner, Mentoring, Influencing, Presentations, Driving Change, Compensation & Benefits..., Workforce Metrics &..., Talent Acquisition, Leadership
Education
UNC Chapel Hill
BA, Psychology
Enterprise Iron July 2013 - September 2014
VALIC January 2012 - July 2013
Wells Fargo 2003 - 2007
Wells Fargo 2003 - 2007
Wells Fargo 2003 - 2007
Bank of America 1992 - 1994
Bank of America 1992 - 1994
Skills
Process Improvement, MS Project, Project Management, Management, Financial Services, Leadership, Outsourcing, Risk Management, Project Delivery, Relationship Management, Visio, Business Analysis, Mutual Funds
Education
University of North Carolina at Charlotte 1978 — 1981
Bachelor of Science (BS), Biology, General
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Biology, General
Wells Fargo March 1999 - Present
Skills
Financial Services, Loans, Team Management, Mortgage Lending, Commercial Banking, Credit Analysis, Mortgage Banking, Retail Banking, Operations Management, Portfolio Management, Consumer Lending, Credit, Finance, Refinance, Residential Mortgages, Banking, Strategic Planning, Leadership, Loan Origination, Process Improvement
Education
University of North Carolina at Chapel Hill 1978 — 1982
Batchelor of Science, Business Administration
Bishop McGuinness High School 1974 — 1978
Wells Fargo September 2015 - Present
Bank of America February 2013 - September 2015
Bank of America June 2009 - February 2013
Bank of America September 2008 - June 2009
Bank of America March 2008 - September 2008
Bank of America October 2004 - February 2008
General Electric May 1998 - October 2004
Skills
Executive Coaching, Selection & Assessment, Organizational Design, Talent Management, Employee Relations, Total Rewards, Compensation Structure..., Six Sigma, Change Management, Mergers & Acquisitions
Education
University of North Carolina at Charlotte 1997 — 1999
MA, Industrial & Organizational Psychology
University of North Carolina at Chapel Hill 1993 — 1997
BS, Psychology
Wells Fargo January 2013 - Present
AXA Equitable 2001 - January 2013
AXA Equitable 1999 - 2001
Charlotte Mecklenburg Schools 1995 - 1999
Skills
Internal Communications, Newsletters, Strategic Communications, Corporate Communications, Employee Engagement, Communication Training, Internal & External..., Media Relations, Crisis Communications, Communications Planning, Event Planning, Marketing Communications, Cross-functional Team..., Management, Training, Writing, Public Relations, Leadership, Speech Writing, Strategy, Copywriting, Editing, Event Management, Human Resources, Leadership Development, Press Releases, Research, Social Media, Time Management
Education
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Arts (B.A.), Education and Communications
Wells Fargo May 2008 - Present
Education
UNC Chapel Hill 1994 — 1998
Bachelor of Arts (BA), Political Science
Optimity Advisors August 2013 - Present
Wells Fargo June 2012 - August 2012
Wells Fargo December 2011 - January 2012
Wells Fargo June 2011 - July 2011
Michael Scott Mater Foundation June 2011 - July 2011
Futures Group International June 2010 - August 2010
Skills
Analysis, Strategy, Facebook, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2009 — 2013
Business Administration, Public Policy
University of Economics in Prague, Czech Republic
Business
Non Profit Volunteer Organizations 2012 - Present
Wells Fargo 1996 - 2012
Wells Fargo Advisors 1989 - 1996
Skills
Volunteering, JCL, COBOL, CA7, Mobius, Outlook, Microsoft Word, Microsoft Excel, PowerPoint
Education
UNC Chapel Hill 1977 — 1983
Bachelor of Arts (BA), Psychology
Wells Fargo June 2012 - Present
InteCRE April 2011 - May 2012
Wells Fargo July 2010 - April 2011
Wachovia Securities July 2008 - June 2010
Wachovia Securities September 2006 - July 2008
Capmark June 2005 - September 2006
Wachovia Securities June 2002 - June 2005
Nomura July 1996 - April 1999
Skills
Asset Managment, CMBS, Portfolio Management, Capital Markets, Loans, Commercial Real Estate, Asset Management, Real Estate Economics, Structured Finance, Due Diligence, Risk Management, Relationship Management, Business Development, Investment Banking, Trading, Financial Structuring, Financial Analysis, Fixed Income, Loan Servicing, Commercial Mortgages, Financial Modeling, Banking, Valuation, Real Estate, Investments, Credit, Loan Origination
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
Masters
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelors of Science
Wells Fargo July 2013 - Present
Wells Fargo November 2012 - July 2013
Piedmont Health September 2011 - May 2012
Lisa's Hallmark September 2005 - December 2011
WakeMed AHEC May 2011 - August 2011
Education
University of North Carolina at Chapel Hill 2008 — 2012
B.A., Public Policy
Pontifical Catholic University of Chile 2010 — 2010
Medical Spanish and Health Studies
Wells Fargo March 2015 - Present
Wells Fargo September 2000 - February 2015
FFWD (formerly Cadmus Direct Marketing) May 1997 - August 2000
Bank of America May 1995 - May 1997
Skills
Direct Mail, Direct Marketing, Database Marketing, Marketing Strategy, Relationship Marketing, Leading People, Vendor Management, Marketing, CRM, Banking, Leadership, Strategic Planning, Management, Email Marketing, Lead Generation, Program Management, Analytics, Multi-channel Marketing, Segmentation, Integrated Marketing, Strategy, Marketing Communications, Customer Acquisition, B2B Marketing, Online Marketing, Strategic Partnerships, E-commerce, Product Marketing, Marketing Management, Digital Marketing, Market Research, Advertising, Mobile Marketing, Online Advertising, Brand Management
Education
University of North Carolina at Chapel Hill 1973 — 1977
AB, Journalism
Wells Fargo August 2014 - Present
Wells Fargo Bank September 2011 - August 2014
Skills
Banking, Business Analysis, Quality Center, SDLC, Process Improvement, Governmental Affairs, Requirements Analysis, Community Outreach, Data Analysis, Software Documentation, Program Management, Public Speaking, Customer Service, Event Planning
Education
University of North Carolina at Chapel Hill 2002 — 2006
B.S., Exercise and Sport Science
Regions Financial Corporation January 2015 - Present
PNC February 2014 - December 2014
PNC March 2013 - February 2014
Wells Fargo August 2009 - March 2013
Wachovia Bank March 2006 - March 2008
Premier Purchasing Partners LLC February 2004 - March 2006
Wachovia Securities / First Union Capital Markets September 1998 - February 2004
Skills
Financial Analysis, Financial Risk, Credit Analysis, Credit Risk, Treasury Management, Commercial Real Estate, Real Estate Financing, Strategic Communications, Leadership, Credit, Underwriting, Investment Banking, Commercial Banking, Financial Structuring, Loans, Commercial Lending, Banking, Portfolio Management
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science, Business Administration
Raymond James/Southwestern Investment Services 2006 - Present
Ken Zahn, Inc January 2012 - Present
University of Dallas, Graduate School of Management January 2012 - Present
Wells Fargo 2004 - 2006
Morgan Keegan 2003 - 2004
Southwestern Company 2000 - 2003
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Income Tax, Estate Planning, Insurance, University Teaching, Accounting, Commercial Banking, Banking, Mortgage Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2002
Business Administration, Accounting, Finance
Custom Stoneworks February 2013 - Present
Wells Fargo November 2012 - February 2013
FirstBank October 2011 - August 2012
The Town of Carrboro NC October 2008 - February 2011
Skills
Notary Public, Certified Business..., Microsoft Excel, Accounting, Human Resources, Payroll, Microsoft Office, Accounts Receivable, Sales, Forecasting, Management, Financial Analysis, Time Management, Customer Service, CRM
Education
University of North Carolina at Chapel Hill 2007 — 2011
Economics, Economics
Wells Fargo August 2014 - Present
Bank of America February 2012 - August 2014
Bank of America June 2010 - February 2012
Bank of America October 2007 - June 2010
Wachovia, A Wells Fargo Company January 2005 - October 2007
Wachovia, a Wells Fargo Company July 2002 - January 2005
Skills
Risk Management, Analysis, Data Analysis, Leadership, Microsoft Office, Program Management, Banking, Fraud, Mortgage Lending, Microsoft Excel, PowerPoint, Credit, SharePoint, Team Leadership, Customer Service, Human Resources, Security, Risk Assessment, Employee Relations, Coaching, Access, Training, Business Continuity, Management
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, Communication Studies
Cree December 2014 - Present
Cree August 2013 - December 2014
Credit Suisse April 2012 - August 2013
Wells Fargo April 2010 - July 2012
Skills
Oracle Applications, Microsoft Office, Bloomberg Terminal, Process Improvement, Management, Customer Service, Leadership, Microsoft Excel, Banking, Cross-functional Team..., Sales, Sales Operations
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor's of arts, Economics
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Economics, Economics
Wells Fargo March 2000 - Present
Wells Fargo April 1995 - March 2000
Wells Fargo January 1994 - April 1995
Skills
SharePoint, Visio, Vendor Management, Business Analysis, SDLC, PMO, Requirements Gathering, Budgets, Marketing, Analysis, Social Media
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Communications
Bank of America Merrill Lynch May 2015 - Present
University of North Carolina's Women's Soccer Team August 2012 - Present
USSF Soccer Referee August 2008 - Present
411 West September 2014 - May 2015
Wells Fargo June 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Facebook, Research, Social Networking, Finance, Social Media Marketing, Teamwork, Public Speaking
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Science (BS), Business investment Banking
Wells Fargo January 1997 - Present
Skills
Private Banking, High Net Worth..., Banking, Credit, Management
Education
University of North Carolina at Chapel Hill 1979 — 1983
Bachelor's Degree, Business/Managerial Economics
Lincioln Financial Group February 2013 - Present
PFS Investments February 2011 - Present
Wells Fargo 2008 - 2011
Skills
Microsoft Excel, Microsoft Word, Securities Market, Portfolio Management, PowerPoint, Holistic Financial..., Writing, Securities License, Team Leadership, Marketing Research, Stata, SPSS, Analysis, Leadership, Investments, Financial Analysis
Education
UNC Chapel Hill 2003 — 2007
Bachelor's degree, Economics
Wells Fargo Real Estate Capital Markets June 2012 - Present
Wells Fargo Bank August 2009 - July 2012
Wells Fargo October 2009 - April 2010
Wells Fargo Bank July 2007 - July 2009
Skills
Real Estate, Loans, Credit
Education
University of North Carolina at Chapel Hill 2003 — 2007
Business Administration, Finance
Wake Research Associates April 2014 - Present
Republic National Distributing Company February 2012 - July 2014
Wells Fargo January 2011 - August 2011
Maggiano's Little Italy May 2007 - January 2010
Skills
Sales, Sales Management, Management, Banking, Public Relations, Accounting, Program Management, Marketing, Highly proficient in..., Customer Service, Long-term Customer..., Communication Skills, Event Planning, Customer Oriented, Account Management, Sales Operations, Leadership, Cold Calling
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (BA), Interpersonal Communications
Telit Wireless Solutions October 2014 - Present
Informatica June 2014 - October 2014
StrikeIron February 2014 - June 2014
Wells Fargo Advisors November 2012 - January 2014
Wells Fargo February 2012 - November 2012
Wachovia, A Wells Fargo Company March 2011 - February 2012
Skills
APIs, Cloud Applications, Small Business, Small Business Lending, Portfolio Management, Investments, Consumer Lending, Account Management, Management, Sales, CRM, Retirement Planning, Customer Service, Finance, Consumer Business, Customer Relations, Sales Management, Commercial Banking, Project Management, Small Business..., Strategic Account..., Marketing, Leadership, Microsoft Office, Business Development, Public Speaking, Salesforce.com, Social Media
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Public Policy
Ralph Lauren 2014 - Present
Invision Image Consultants 2009 - 2014
Wells Fargo 2007 - 2013
Bank of America 2000 - 2006
Wachovia Bank 1993 - 1999
Skills
Public Speaking, Strategy, Organizational..., Leadership, Nonprofits, Public Relations, Event Planning, Team Building, Strategic Planning, Social Media Marketing, Leadership Development, Consulting, Recruiting, Coaching, Fundraising, Performance Management, Talent Management, Customer Service, Program Development, Community Outreach, Social Media, Change Management, Non-profits, CRM, Human Resources, Management, Succession Planning, Executive Search, Sourcing, Employee Benefits, Project Management, Employee Relations, Policy, College Recruiting, Sales, Deferred Compensation, Temporary Placement, Banking
Education
UNC Chapel Hill
Wells Fargo June 2013 - Present
Tar Heel Sports Properties August 2012 - December 2012
Charlotte Business Journal May 2012 - August 2012
Charlotte Business Journal May 2011 - August 2011
Charlotte Swim Club Management May 2006 - August 2010
Skills
Microsoft Office, Marketing, Social Media, Event Planning, Marketing Strategy, Human Resources, Project Management, Strategic Planning, Advertising, Public Relations, Marketing Communications, Customer Service, Business Development, Sales, Social Media Marketing
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Public Relations l Journalism and Mass Communication
Sterne, Kessler, Goldstein & Fox August 2015 — Present
Myers Bigel Sibley & Sajovec, PA March 2015 — August 2015
Castle Worldwide, Inc. October 2014 — March 2015
Wells Fargo July 2012 — March 2014
Skills
Microsoft Office, Data Entry, Editing, Proofreading, Time Management, Organization, Customer Service, Sales, Lifesciences, Immunohistochemistry, Research, PowerPoint, Project Delivery, Account Management
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science (B.S.), Biology
Wells Fargo September 2011 - Present
Wells Fargo November 2009 - April 2011
Wachovia 2002 - November 2009
Wachovia 1999 - 2002
Wachovia 1998 - 1999
McPACH, Inc. 1996 - 1998
McPACH, Inc. 1994 - 1996
Skills
Offshoring, Loans, Process Improvement, Continuous Improvement, Banking, Credit, Risk Management, Commercial Banking, Financial Services, Consumer Lending, Management, Wealth Management, Operational Risk, Training, Budgets, Financial Analysis, Credit Analysis, Operations Management, Cross-functional Team..., Business Process, Leadership, Commercial Lending, Small Business Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Business Administration
Consumer Banker's Association
Graduate School of Retail Bank Management
Wells Fargo May 2015 - Present
Wells Fargo January 2014 - April 2015
Ernst & Young November 2009 - January 2014
KPMG August 2005 - November 2009
Bank of America May 2001 - August 2003
Skills
Financial Accounting, M&A due diligence, Divestitures, Audit, Accounting, Financial Reporting, Due Diligence, Auditing, SOX, US GAAP, Mergers, Financial Analysis, Sarbanes-Oxley Act, Finance, SEC Filings
Education
University of North Carolina at Chapel Hill 2000 — 2005
Master of Accounting, Accounting / Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2005
Bachelor of Science, Business Administration
Carlisle & Gallagher January 2010 - Present
Wells Fargo February 2004 - February 2010
Wachovia Bank 2004 - 2008
Accenture June 1995 - January 2004
Skills
Retail Banking, Commercial Banking, Financial Services, Treasury Management, Banking, Consumer Lending, Payments, Acquisition Integration, Relationship Management, Financial Risk, Loans, Mortgage Lending, Deposits
Education
University of North Carolina at Chapel Hill 1991 — 1995
BA, Political Science
Sara Gilbane Interiors March 2014 - Present
Biltmark Corp October 2009 - December 2013
Wells Fargo October 2008 - October 2009
Wachovia Bank, N.A. June 2007 - October 2008
Biltmark Corporation May 2006 - August 2006
Tribute Properties May 2005 - August 2005
Skills
Real Estate, Real Estate Economics, Asset Managment, Real Estate Development, Property Management, Valuation, Financial Modeling
Education
New York School of Interior Design 2014 — 2016
University of North Carolina at Chapel Hill 2003 — 2007
BSBA, Business
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo May 2014 - Present
PricewaterhouseCoopers September 2007 - May 2014
Winston-Salem Journal 2000 - 2002
Skills
US GAAP, CPA, Auditing, Assurance, SEC filings, Internal Controls
Education
University of North Carolina at Chapel Hill 2006 — 2007
Master of Accounting
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts, Journalism and Mass Communication
Fifth Third Bank August 2015 - Present
Fifth Third Bank January 2013 - Present
Wells Fargo 1987 - December 2012
Education
University of North Carolina at Chapel Hill 1983 — 1987
Wells Fargo October 2009 - Present
Wachovia, A Wells Fargo Company July 2005 - May 2009
Wachovia, A Wells Fargo Company February 2000 - June 2005
University of North Carolina at Chapel Hill August 1997 - December 1999
Education
University of North Carolina at Chapel Hill 1993 — 1997
Wells Fargo May 2012 - Present
Wells Fargo March 1994 - May 2012
Wachovia January 2000 - June 2002
Wachovia March 1997 - January 2000
Skills
Internal Communications
Education
University of North Carolina at Charlotte 2006 — 2007
Certificate, HR Generalist
University of North Carolina at Charlotte 1997 — 2000
MBA, Business Management
University of North Carolina at Chapel Hill 1987 — 1991
BA, Industrial Relations
Wells Fargo June 2014 - Present
BB&T July 2012 - June 2014
BB&T May 2008 - July 2012
First Flight FCU June 2007 - May 2008
Skills
Financial Analysis, Data Analysis, SAS, Microsoft Office, SQL, Banking, Financial Modeling
Education
University of North Carolina at Chapel Hill 2006 — 2007
Master of Accounting, Accounting
Villanova University 1997 — 1999
Master of Science, Computer Science
JPMorgan Chase October 2010 - Present
National Credit Union Administration October 2005 - August 2010
USDA 2003 - 2005
Wells Fargo September 1996 - June 2003
Skills
Corporate Governance, Financial Regulation, Public-private..., Philanthropy, Microfinance, Arts Advocacy, Public Policy, Budgets, Funding, Public/private..., Economics, Strategy, Management, Structured Finance, Credit, Loans, Portfolio Management, Commercial Lending, Risk Management, Executive Management, Financial Services, Affordable Housing, Policy, Capital Markets, Commercial Banking, Credit Risk, Credit Unions, Banking, Investments, Finance, Investment Banking, Government
Education
University of North Carolina at Chapel Hill 1985 — 1989
BA, Political Science, Business Administration, and Communications
Myers Park
Wells Fargo June 2002 - Present
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Banking, Portfolio Management, Small Business Lending, Wealth Management, Credit Analysis, Financial Analysis, Mortgage Lending, Series 7, Asset Management, Investments, Estate Planning, Risk Management, Retirement Planning, Strategic Financial..., Wealth Management..., Retail Banking
Education
University of North Carolina at Chapel Hill 1997 — 2001
Woodberry Forest School 1993 — 1997
Wells Fargo November 2009 - Present
Wells Fargo 2009 - 2012
Wachovia 2004 - 2009
Wachovia Bank 2004 - 2009
Skills
Cash Management, Credit Risk, Mergers & Acquisitions, Financial Analysis, Treasury Services, Credit Analysis, Treasury Management, Investments, Mergers, Finance, Relationship Management, Process Improvement, Loan Origination, Banking, Mortgage Banking, Leadership, AML, Payments, Commercial Lending, Loss Mitigation, Vendor Management, Series 7, Business Analysis, Financial Risk, Cross Selling, Wealth Management, Securities, Strategic Financial..., Operational Risk, Underwriting, Credit Cards, Lines Of Credit, Operational Risk...
Education
University of North Carolina at Chapel Hill
Bachelor of Science (BS), Accounting and Business/Management
Wells Fargo Bank 2006 - Present
Wells Fargo 2006 - Present
Charlotte Bobcats 2004 - 2006
Education
University of North Carolina at Chapel Hill 1983 — 1987
Wells Fargo August 2001 - Present
Skills
Mortgage Lending, Mortgage Banking, FHA
Education
University of North Carolina at Chapel Hill 1976 — 1980
Wells Fargo July 2014 - Present
Bank of America June 2013 - July 2014
Wells Fargo Securities October 2007 - June 2013
Mergent, IncorporatedCharlotte October 2005 - October 2007
Education
University of North Carolina at Chapel Hill 2001 — 2005
University of North Carolina at Chapel Hill
Bachelor of Arts and Science, Business Administration
The Fidelity Bank March 2015 - Present
Wells Fargo June 2013 - March 2015
AllRegs April 2013 - May 2013
RBC Bank (Georgia) October 2012 - April 2013
Wells Fargo Home Mortgage April 2007 - September 2012
CIT July 2003 - April 2007
Time Warner Telecom January 2000 - July 2003
BTI Communications 1999 - 1999
BTI Communications 1997 - 1999
Investors Title Company 1996 - 1997
Skills
Mortgage Lending, CRM, Selling, Mortgage Banking, Cold Calling, FHA, Commercial Lending, Sales, Leadership, Sales Management, Credit, Loans, Banking
Education
University of North Carolina at Chapel Hill 1991 — 1995
BA, Art History
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Wells Fargo October 2005 - Present
Advanced Home Care November 2004 - September 2005
Skills
Customer Service, Corporate Events, Event Management, Event Planning, Management, Marketing, Marketing Communications, Marketing Strategy, Meeting Planning, Sales
Education
University of North Carolina at Charlotte
Certificate, Meeting and Event Planning
University of North Carolina at Chapel Hill 2000 — 2004
BA, Exercise and Sports Science
Wells Fargo August 2006 - Present
Banc of America Securities September 1997 - August 2006
Skills
Due Diligence, Structured Finance, Loans, Portfolio Management, Financial Structuring, Asset Management, Underwriting, Commercial Mortgages, Leases, CMBS, Real Estate, Credit, Banking
Education
University of North Carolina at Chapel Hill 1987 — 1991
BS, Business-Finance
Wells Fargo July 2004 - Present
Progress Energy June 2002 - July 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2002
BSBA, Finance
Wells Fargo 2015 - Present
Wells Fargo 2012 - 2015
Wells Fargo Bank 2010 - 2012
Concerto Asset Management, LLC 2007 - July 2010
Wachovia Securities, LLC 2003 - 2007
Education
University of North Carolina at Chapel Hill 1989 — 1993
BS BA, Finance
Wells Fargo April 2011 - Present
Wells Fargo July 2010 - April 2011
Wachovia, A Wells Fargo Company October 2009 - July 2010
Wachovia April 2007 - October 2009
Skills
Financial Services, Direct Marketing, Analytics, Mergers & Acquisitions, Marketing, Marketing Communications, Banking, Relationship Management, Strategic Planning, Credit, Segmentation
Education
University of North Carolina at Chapel Hill 1992 — 1996
BA in Journalism, Public Relations
Wells Fargo June 2009 - Present
Wachovia January 2000 - June 2009
Education
University of North Carolina at Chapel Hill 1973 — 1979
B.A., M.A., English, Speech Communication, Organizational Communication
Wells Fargo January 2009 - Present
Wachovia Bank August 2003 - January 2009
Bank of America January 2000 - August 2003
Bank of America September 1998 - February 2000
Bank of America August 1989 - September 1998
Bank of America January 1987 - August 1989
Bank of America August 1981 - January 1987
Skills
Wealth Management, Credit, Commercial Banking, Credit Analysis, Mortgage Lending, Underwriting, Private Banking, Commercial Lending, Credit Risk, Financial Analysis, Banking, Loans, Risk Management, Small Business Lending, Consumer Lending, Loan Origination, Financial Services, Mortgage Banking, Series 7, Treasury Management, Portfolio Management, Relationship Management, Investments, Retirement Planning, Mutual Funds, Series 63, Securities, Strategic Financial..., Investment Advisory, Retail Banking, Capital Markets, Asset Management, Financial Risk, Cash Management, Wealth Management..., Financial Advisory, Asset Allocation, Asset Based Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1974 — 1978
Bachelor's Degree
Wells Fargo March 2015 - Present
Wells Fargo & Co. January 2010 - February 2015
Wachovia July 2008 - December 2009
Wachovia Bank February 2007 - June 2008
Wachovia Bank August 2005 - February 2007
Concentric Consumer Marketing October 2002 - August 2005
Eric Mower and Associates (formerly PriceMcNabb) July 2000 - October 2002
Mullen Advertising (formerly Long Haymes Carr) June 1998 - July 2000
Skills
Cross Selling, Financial Services, Relationship Management, Customer Acquisition, Segmentation, Customer Analysis, Direct Marketing, Integrated Marketing, Multi-channel Marketing, Relationship Marketing, Marketing Strategy, Leadership, Marketing, CRM, Competitive Analysis, Marketing Communications, Strategy
Education
University of North Carolina at Chapel Hill 1994 — 1998
B.S., Business Administration
J&N Jewelry Designs January 2012 - Present
Wells Fargo January 2003 - January 2010
Education
University of North Carolina at Chapel Hill 1986 — 1990
BS, Business Administration
Wells Fargo 1993 - Present
Skills
Commercial Lending, Underwriting, Loans, Treasury Management, Commercial Banking, Relationship Management, Credit, Small Business Lending, Wealth Management, Banking, Credit Analysis, Strategic Planning, Financial Services, Portfolio Management, Financial Analysis, Asset Based Lending, Loan Origination, Mortgage Lending
Education
UNC Chapel Hill
Wells Fargo December 2011 - Present
Wells Fargo September 2007 - December 2011
Wachovia Bank March 2005 - August 2007
Raycom Sports May 2004 - January 2005
Walkabout Press May 2004 - August 2004
Skills
Leadership, Corporate Communications, Copy Editing, Marketing, Press Releases, Strategy, Newsletters, Strategic Communications, Internal Communications, Public Relations
Education
Virginia Commonwealth University 2003 — 2004
Masters of Science, Sport Leadership
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts, Journalism and Mass Communication
Wells Fargo February 2015 - Present
Bank of America November 2014 - April 2015
Wells Fargo November 2013 - November 2014
TIAA-CREF June 2013 - November 2013
Wells Fargo April 2012 - June 2013
Ally Financial Inc. April 2011 - April 2012
Equipment Data Associates June 2008 - April 2011
UNC Charlotte April 2005 - June 2008
Muzak October 2003 - April 2005
Skills
Content Strategy, Web Content, Content Development, Web Content Management, Content Writing, Mobile Content, Iterative Design, Mobile Strategy, Agile & Waterfall..., Technical Writing, Resume Writing, User Experience, User Interaction, Information Architecture, Editing, Content Management, SEO copywriting, Copywriting, Usability Testing, Digital Strategy, Newsletters, Usability, Marketing Copy, SEO, Wordpress, E-commerce, Social Networking, Digital Marketing, User-centered Design, Creative Writing, Internal Communications, Corporate Communications, User Experience Design, Wireframes, Marketing Communications
Education
University of North Carolina at Charlotte 2010 — 2015
MA, Technical/Professional Writing
University of North Carolina at Chapel Hill 1998 — 2002
BA, English
Wells Fargo July 1994 - Present
Skills
Loans, Portfolio Management, Commercial Lending, Loan Origination, Credit, Credit Analysis, Banking, Mortgage Lending, Securities, Residential Mortgages, Investments, Wealth Management, Finance, Underwriting, Capital Markets, Asset Management, Financial Structuring, Mortgage Banking
Education
University of North Carolina at Chapel Hill
Wells Fargo Senior Business AnalystWachovia, A Wells Fargo CompanyJune 2000 - December 2008
Falk Integrated Technologies August 1998 - May 2000
First Union August 1993 - August 1998
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
University of South Carolina - Darla Moore School of Business
MBA, Business
University of South Carolina - Darla Moore School of Business
Masters, Accounting
Wells Fargo March 2009 - Present
Wells Fargo Home Mortgage February 1978 - Present
Wachovia Bank and Wachovia Mortgage February 1978 - February 2009
Skills
Mortgage Lending, Refinance, Residential Mortgages, Credit Analysis
Education
University of North Carolina at Chapel Hill 1970 — 1974
Wells Fargo May 2012 - Present
Edmunds & Williams, P.C. May 2005 - April 2012
Moore & Van Allen, PLLC July 1998 - August 2001
University of Maryland October 1995 - July 1998
Dorsey & Whitney LLP September 1993 - November 1994
Skills
Advising Clients, Business Planning
Education
University of North Carolina at Chapel Hill 1989 — 1992
J.D., law
Yale University 1984 — 1988
B.A., Art History
Mecklenburg County Community Support Services March 2012 - Present
Mecklenburg County Domestic Violence Advisory Board April 2009 - Present
Writer and Editor, freelance December 2003 - Present
Mecklenburg County Board of Elections November 2000 - Present
Wells Fargo February 2015 - Present
PRIDE Magazine October 2014 - February 2015
Freelance Consultant & Technical Writer December 2001 - February 2015
Time Warner Cable Contractor - Apex Systems Inc. October 2014 - December 2014
Charlotte Reader Information Service July 2014 - October 2014
Charlotte Works April 2014 - October 2014
Skills
Non-profits, Volunteer Management, Community Outreach, Fundraising, Public Speaking, Community College..., Technical Writing, Freelance Writing, Youth Empowerment, Youth Mentoring, Public Service..., Corporate Gifts, Marketing Communications, PeopleSoft, IBM Rational Tools, Franklin Covey Training, Public Relations, Grant Writing, Writing, Training, Press Releases, Newsletters, Editing, Corporate Communications, PSAs, Blogging, Research, Copy Editing, Program Management, Journalism, Copywriting, Software Documentation, Instructional Design, Program Development, Proposal Writing, Media Relations, Resume Writing, Publications, Facebook, Event Planning, Social Media, Interviews, Editorial, Proofreading, Social Networking, Team Building, Nonprofits, Speech Writing, Marketing, Management
Education
University of North Carolina at Charlotte
MA Certificate - Professional/Technical Writing, Rhetoric and Composition/Writing Studies
UNC Chapel Hill
BA, English Rhetoric and Composition
Wells Fargo January 2014 - Present
PNC March 2012 - January 2014
RBC Bank November 2009 - March 2012
Gateway Bank and Trust Inc. 2006 - 2009
Progress Energy 2001 - 2006
Skills
Credit, Banking, Portfolio Management, Credit Analysis, Commercial Lending, Underwriting, Loans, Financial Risk, Financial Analysis, Credit Risk, Commercial Banking, Risk Management
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics
Wells Fargo January 2011 - Present
PRG Real Estate Management February 2010 - February 2011
Global, Inc May 2009 - January 2010
Skills
Analysis, Loss Mitigation, Loans, Loan Servicing, Financial Risk
Education
University of North Carolina at Chapel Hill 2005 — 2009
Management and Society, Economics, Sociology
BOE Securities, Inc. 2012 - 2015
Wells Fargo 2010 - 2012
Citizens Bank 2009 - 2010
Vanguard 2007 - 2009
ADP 2005 - 2007
Skills
Financial Analysis, Financial Services, Analysis, Investments, Corporate Finance, Valuation, Portfolio Management, Quantitative Research, Project Management, Trading, Public Speaking, Management, Equities, Financial Modeling, Financial Markets, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (MBA), Capital Markets & Asset Management
Wharton School, University of Pennsylvania 2006 — 2009
Finance, Marketing
University of Chicago 2000 — 2004
Bachelor of Arts (B.A.), Classics
Wells Fargo June 2011 - Present
Wells Fargo January 2010 - March 2011
Carolina Cinemas July 2008 - October 2009
Carolina Cinemas May 2005 - August 2005
Skills
SDLC, Microsoft SQL Server, Databases, ASP.NET, SQL, Business Analysis, Software Development, SSIS, SSRS, C#, Integration, Visio, Analysis, Windows, Web Applications, Quality Assurance, Business Process, .NET, Agile Methodologies, Business Intelligence, Database Design, Management, Requirements Analysis, Risk Management, XML, AJAX, MVC, jQuery
Education
University of North Carolina at Chapel Hill
B.A., Management & Society
New Horizons CLC
Information Technology
Wells Fargo December 2013 - Present
Credit Suisse November 2012 - November 2013
RTI International May 2011 - August 2011
Vector Marketing May 2009 - September 2009
Skills
Microsoft Excel, Microsoft Office, Sales, Conversational French, Spanish, PowerPoint, Leadership
Education
University of North Carolina at Chapel Hill 2008 — 2012
B.A., Economics
Wells Fargo March 2013 - Present
Wells Fargo Bank July 2010 - February 2013
Wachovia Bank/Wells Fargo Bank 2007 - 2010
Bank of America 1999 - 2007
First Union National Bank 1998 - 1999
Central Carolina Bank 1989 - 1998
Skills
Loans, Underwriting, Wealth Management, Commercial Lending, Credit, Banking, Risk Management, Portfolio Management, Mortgage Lending, Mortgage Underwriting, Credit Analysis, Commercial Mortgages, Consumer Lending, Loan Servicing, Cross Selling
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
Wells Fargo July 2014 - Present
Wells Fargo July 2014 - April 2015
Wells Fargo June 2013 - August 2013
MSMF May 2011 - August 2011
WCCB - TV, Fox Charlotte February 2008 - April 2008
Skills
Spanish, Market Research, Social Media Marketing, Editing, Marketing, Social Media, Event Planning, Public Relations, Leadership, Research
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (B.S.) in Business Administration, Second Major in Communication Studies
Campus Universitario EUSA, Seville, Spain
Spanish Grammar and History
Wells Fargo April 2014 - Present
Lowe's April 2010 - March 2014
Ernst & Young August 2004 - April 2010
Skills
Auditing, Financial Analysis, Accounting, Financial Reporting, US GAAP, Financial Accounting, GAAP
Education
University of North Carolina at Chapel Hill 1999 — 2004
Masters, Bachelor's of Science, Accounting (masters) Business Administration and Spanish (Bachelor's)
Blumberg Grain April 2015 - Present
J.P. Morgan July 2014 - May 2015
Wells Fargo June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Public Speaking, Research, Finance, Event Planning, Financial Modeling, Data Analysis, Investments, Spanish
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (BS), Business Administration
Ransom Everglades 2006 — 2010
Wells Fargo 2013 - Present
Wells Fargo 2012 - 2013
Wachovia, A Wells Fargo Company 2003 - 2011
Wachovia 1996 - 2003
Skills
Business Requirements, Requirements Gathering, Management, Business Analysis, User Acceptance Testing, Data Mapping, Automation, SharePoint, Access, Documentation, Systems Analysis, First-Level Production..., Essbase, System Conversions, Telecom Merger..., Research, Reporting & Analysis, Telecom Expense..., EDI, Troubleshooting, Fixed Assets, Accounting, Outlook, Lotus Notes, Microsoft Office
Education
UNC Chapel Hill 1992 — 1996
BA, History/Political Science
Wells Fargo June 2009 - Present
MGIC September 1997 - June 2009
Education
UNC Chapel Hill
Bachelor of Applied Science (BASc)
NA 2007 - 2015
Wells Fargo 2004 - 2005
Elon University 2002 - 2004
Glen Raven Inc. 1995 - 2002
Wells Fargo 1980 - 1995
GE 1978 - 1980
Skills
Executive Management, Investment Strategies, Investment Banking, Investment Management
Education
UNC Chapel Hill
BSBA
UNC Chapel Hill
Bachelor of Science Business Administration, Finance, General
Wells Fargo May 2012 - Present
Skills
Commercial Lending, Wealth Management..., Commercial Real Estate, Strategic Leadership, Loan Origination, Loans
Education
UNC Chapel Hill 1981 — 1985
Bachelor of Science (B.S.), Business Administration - Finance and Marketing
Wells Fargo September 2012 - Present
Wells Fargo September 2012 - Present
SPX Corporation September 2011 - August 2012
SPX Corporation August 2008 - August 2010
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (BA), Psychology
University of North Carolina at Charlotte
Bachelors of Science, Accounting
Wells Fargo November 2010 - Present
Skills
Credit, Small Business Lending, Commercial Lending, Banking, Loans
Education
University of North Carolina at Chapel Hill 2001 — 2005
Wells Fargo
Skills
Banking, Customer Service, Analysis, Risk Management, Business Analysis, Financial Analysis, Microsoft Excel
Education
University of North Carolina at Chapel Hill 1994 — 1997
Bachelor of Arts (BA), Education
Wells Fargo 2002 - Present
Education
University of North Carolina at Chapel Hill 1969 — 1972
Bachelor’s Degree, Business Administration and Management, General, 3.0
University of North Carolina at Chapel Hill