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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Wells Fargo January 2015 - Present
Livingston & Haven 2012 - 2014
ACN May 2009 - April 2012
Livingston & Haven October 2006 - January 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Strategic Planning, Email Marketing, Event Management, Microsoft Word, Project Management, Event Planning, Market Research, Web Design, Copywriting, Direct Marketing, Brand Development, Social Networking, Product Marketing, Product Development, Adobe Creative Suite, Facebook, Sales Management, Public Speaking, Online Marketing, Marketing Management
Education
University of North Carolina at Charlotte 2003 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
Carlisle & Gallagher Consulting Group February 2015 - Present
LPL Financial December 2013 - February 2015
Wells Fargo October 2013 - December 2013
Perfect Fit Industries December 2011 - October 2013
Bank of Amierica September 2008 - December 2011
Pacific Community Credit Union March 2005 - June 2007
OhGolly.com 2000 - 2001
Skills
Information Security..., Information Security, Business Continuity, Disaster Recovery, Vulnerability Assessment, PCI DSS, Firewalls, Linux, Security, System Administration, Network Security, Computer Security, Vulnerability Management, VPN, IT Strategy, Enterprise Architecture, Networking, Governance, IT Audit, Windows Server, Cisco Technologies, DLP, Integration, Vendor Management, SharePoint, Antivirus
Education
University of North Carolina at Charlotte 1991 — 1995
Wells Fargo January 2015 - Present
Christopher Kemp, PA CPAs November 2013 - December 2014
CliftonLarsonAllen January 2013 - November 2013
Potter & Company 2008 - January 2013
Deloitte & Touche 2007 - 2008
Skills
Auditing, Internal Controls, CPA, Accounting, SEC filings, Tax, Financial Statements, Financial Audits, Financial Reporting, GAAP, Sarbanes-Oxley Act, Internal Audit, Finance, Assurance, Financial Planning, Financial Accounting, Financial Modeling, Financial Services, Accounts Payable, Cost Accounting, Accounts Receivable, Account Reconciliation, Team Management, Staff Supervision, SEC Filings
Education
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Arts (B.A.), Accounting, Magna Cum Laude
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Science Business Administration (B.S.B.A), Finance, Suma Cum Laude
Lodestone Real Estate November 2014 - Present
Wells Fargo January 2013 - October 2014
Skills
Real Estate Transactions, Real Estate, Finance, Management, Mortgage Lending, Banking
Education
University of North Carolina at Charlotte 2006 — 2011
Bachelor of Science (B.S.), Geography-Regional and Urban Planning
PPD April 2015 - Present
PPD June 2010 - April 2015
Hanover Medical Specialists November 2009 - June 2010
Wells Fargo March 2007 - November 2009
Skills
Leadership, Pharmaceutical Industry, Microsoft Office, Microsoft Excel, Clinical Trials, Management, Cross-functional Team..., Customer Service, Process Improvement, CRO, Data Analysis, Quality Assurance, Strategy, Business Analysis, Competitive Analysis, Financial Analysis, Financial Planning, Financial Reporting, Salesforce.com, TM1
Education
UNC Charlotte
BSBA, Finance
Wells Fargo December 2013 - Present
Wells Fargo October 2011 - November 2013
Wells Fargo Home Mortgage October 2010 - November 2011
Skills
Banking, Financial Analysis, Risk Management, Mortgage Banking, Financial Modeling, Multi Tasking, Time Management, Microsoft Excel, Teamwork, Subject Matter Experts, Employee Training, Data Analysis, Research, Organizational..., Highly detail oriented, Claims Resolution, Microsoft Office, Modern Standard Arabic, Highly motivated..., Building Relationships, Team Building, Analysis, Handle Multiple...
Education
University of North Carolina at Charlotte 2002 — 2007
Bachelor of Arts (BA), Sociology
Discover Financial Services July 2013 - Present
Discover Financial Services June 2012 - June 2013
Wells Fargo May 2011 - May 2012
Wells Fargo Bank, N.A. June 2010 - May 2011
Wells Fargo September 2008 - June 2010
Skills
Customer Service, Workflow Analysis, Data Analysis, Microsoft Office, Coaching, Staff Training, System Testing, System Integration..., Process Improvement, Productivity Improvement, Legal Compliance, Operations Research, Research, Client Services, Timeliness, Confidentiality, Investments, Operations, Internal Audit, Audit
Education
University of North Carolina at Charlotte 2004 — 2008
Bachelor of Arts, Antrhopology
University of North Carolina at Charlotte 2004 — 2008
Bachelor of Arts (B.A.), Cultural Anthropology
Wells Fargo August 2010 - Present
Wachovia November 2004 - August 2010
VF Corporation 2001 - 2004
Arthur Andersen, LLP 1998 - 2001
Vanguard Supreme September 1997 - August 1998
Vanguard Supreme June 1995 - September 1997
Cracker Barrel June 1994 - May 1996
BDO USA, LLP June 1995 - August 1995
McDonald's June 1991 - August 1993
Skills
Risk Management, Auditing, Process Improvement, Disaster Recovery, Information Security, Project Planning, Sarbanes-Oxley, Sarbanes-Oxley Act, CISA, Internal Audit, Enterprise Risk..., Internal Controls, IT Audit, Financial Risk, Vendor Management, Operational Risk..., Banking, Visio, Business Analysis, Accounting, Business Continuity, Management, Information Security..., Financial Analysis, Access, Financial Modeling, Project Management, Data Analysis, Operational Risk, Finance, Information Technology, Leadership, Financial Services, Governance, Business Continuity..., Business Process..., Risk Assessment, Basel II, AML, Business Process
Education
University of North Carolina at Charlotte 1993 — 1998
BSBA, Management Information Systems
University of North Carolina at Charlotte 1993 — 1998
BS, Accounting
Southeast Guilford Senior High School 1989 — 1993
1993
Bank of America June 2014 - Present
APM Terminals 2012 - 2013
Wells Fargo 2011 - 2012
Wells Fargo 2010 - 2011
Skills
Leadership, Team Building, Microsoft Office, Microsoft Word, Microsoft Excel, Data Analysis, Financial Analysis, Risk Management, Insurance, Strategic Planning, Customer Service, Customer Oriented, Writing, Risk Assessment, Visio, PowerPoint
Education
University of North Carolina at Charlotte 2005 — 2013
Bachelor of Science in Business Administration (B.S.B.A degree), Finance, Risk Management and Insurance
University of North Carolina at Charlotte 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
The Ellis School 2001 — 2005
high school
Wells Fargo December 2014 - Present
Wells Fargo March 2014 - December 2014
Wells Fargo Bank, N.A. May 2011 - March 2014
Texas Roadhouse August 2008 - February 2013
LEGO Group January 2011 - October 2012
Skills
Customer Service, Sales, Leadership, Microsoft Excel, Time Management, PowerPoint, Banking, Microsoft Office, Marketing, Microsoft Word, Customer Satisfaction, Team Leadership, Teamwork, SPSS, Qualtrics, Financial Services, Social Media
Education
University of North Carolina at Charlotte 2008 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Marketing
East Gaston High School 2004 — 2008
Continental, the Americas March 2013 - Present
Wells Fargo 1996 - 2012
Skills
Employee Benefits, ERISA, Insurance, Mergers & Acquisitions, Leadership, Benefits Administration, Vendor Management, Deferred Compensation, Management
Education
UNCC
BS-Accounting
Icon Consultants Ltd January 2015 - Present
Wells Fargo March 2013 - May 2014
Fifth Third Bank March 2009 - March 2013
Wachovia Corporation October 2005 - March 2009
Bank of America August 2003 - October 2005
Bank of America March 2001 - August 2003
Bank of America April 2000 - March 2001
Bank of America December 1998 - April 2000
Bank of America July 1998 - December 1998
First Union Home Equity Bank January 1995 - July 1998
Skills
Credit, Credit Risk, Portfolio Management, Commercial Banking, Credit Analysis, Commercial Lending, Loans, Small Business Lending, Banking, Community Involvement, Asset Based Lending, Mortgage Lending, Commercial Mortgages, Real Estate, Microsoft Excel, Microsoft Word, Team Building, Bookkeeping, QuickBooks, Finance, Financial Analysis, Underwriting
Education
University of North Carolina at Charlotte 2014 — 2014
Certificate, Meeting and Event Planning
University of North Carolina at Charlotte 2001 — 2004
Bachelor of Science, Accounting
University of North Carolina at Wilmington 1993 — 1997
Bachelor of Science, Finance, General
Wells Fargo April 2010 - Present
Skills
Banking, Financial Analysis, Risk Management
Education
University of North Carolina at Charlotte
University of North Carolina at Charlotte
Criminal Justice
ConsumerDirect Mortgage, A Division of FirstBank January 2015 - Present
RoundPoint Financial Group June 2012 - December 2014
Bank of America November 2010 - June 2012
Zenith Marketing Group February 2010 - October 2010
Wells Fargo September 2003 - January 2010
Skills
Sales, Analytical Skills, Project Management, People-oriented, Business Development, Presentations, Mortgage Lending, Credit, Banking, Mortgage Banking, Leadership, Loan Origination, FHA, Loans, Residential Mortgages, Refinance, FHA financing, VA loans, Management, Sales Management, FHA Financing, Credit Analysis, VA Loans, USDA
Education
UNCC 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hana Financial, Inc. 2005 - Present
Wells Fargo June 2004 - August 2004
Wells Fargo October 2002 - May 2003
RBC (Royal Bank of Canada) Centura August 2001 - December 2001
Skills
Commercial Banking, Credit, Portfolio Management, Capital Markets, Financial Modeling, Investments, Statistics, Equity Research, Finance, Banking, Asset Management
Education
University of North Carolina at Charlotte 2003 — 2005
Master in Economics (ABD)
University of North Carolina at Charlotte 2000 — 2002
MBA, Finance
Wells Fargo July 2015 - Present
RoundPoint Mortgage Servicing Corp. February 2013 - July 2015
BB&T October 2011 - March 2012
AT&T June 2008 - October 2011
BB&T October 2006 - August 2007
BB&T December 2005 - October 2006
BB&T August 2005 - December 2005
BB&T April 2005 - August 2005
Skills
Microsoft Office, LPS Desktop, Cisco Call Manager, Training, TotalView, Credit, Lotus Notes, Siebel, Business Process, Process Improvement, Android, iPhone, SharePoint, Oracle Applications, Adobe Acrobat, Banking, Leadership, Loans, Customer Service, Retail Banking, Call Centers, Finance, Financial Analysis, Management, Risk Management, Sales, Team Building
Education
BB&T University 2005 — 2005
Leadership Development Program, Retail Banking
University of North Carolina at Charlotte 1998 — 2003
Bachelor of Science Business Administration, Finance: Risk Management and Insurance
Wells Fargo December 2012 - Present
Wells Fargo February 2007 - December 2012
Wells Fargo October 2002 - February 2007
Wells Fargo January 1999 - October 2002
Skills
Small Business Lending, Loans, Consumer Lending, Commercial Lending, Credit, Mortgage Lending, Commercial Banking, Banking, Lines Of Credit, Credit Analysis, Loan Origination, Cross Selling, Treasury Management, Retail Banking, SBA, Refinance, Credit Risk, Home Equity Loans, Treasury Services, Operational Risk, Deposits, Asset Based Lending, Home Equity Lines of..., Branch Management, Merchant Services, Cash Management, Underwriting, Home Equity, Branch Banking, Relationship Management, Credit Cards, Banking Relationships, Financial Risk, Financial Services, Real Estate Financing, Real Estate Lending, Remote Deposit Capture
Education
UNC Charlotte
Wells Fargo July 2012 - Present
Wells Fargo April 2011 - July 2012
Wachovia/ Wells Fargo, Bank March 2010 - May 2011
Dicks Sporting Goods August 2005 - March 2010
Charlotte Bobcats September 2008 - December 2008
Skills
Corporate Sponsorships, Administrative Support, Event Management, Retail Management, Customer Service, Retail Banking, Grassroots Campaigning, Sponsorship, Time Management, Sales, Retail, Management, Marketing, Sales Operations
Education
University of North Carolina at Charlotte 2005 — 2009
B.S, Marketing
University of North Carolina at Charlotte - Belk College of Business 2005 — 2009
BSBA, Marketing
Novant Health February 2015 - Present
Novant Health May 2009 - February 2015
Wells Fargo November 2005 - March 2008
Skills
A+, Network+, Windows, Mac OS X, Crystal, Adobe Captivate 4, Adobe Captivate 5.5, Epic Credentialed..., Captivate, Prelude, Epic Systems, Process Improvement, OS X, Adobe Creative Suite, SnagIt, MyChart, Technical Writing, SharePoint, Instructional Design
Education
University of North Carolina at Charlotte 2000 — 2005
BSBA, Banking, Corporate, Finance, and Securities Law
Myers Park High School 1996 — 2000
Wells Fargo November 2014 - Present
TIAA-CREF March 2014 - October 2014
Wells Fargo September 2012 - March 2014
Lowe's Home Improvement 2010 - 2012
Global Compliance 2007 - October 2010
Belk Stores Services 1999 - 2007
J.A Jones Construction 1997 - 1999
Skills
Content Management, Content Development, Content Strategy, Web Content, Copywriting, SEO, Writing, Marketing Communications, User Experience, Advertising, Creative Direction, Email Marketing, Project Management, Strategy, Editorial, Web Content Management, Digital Marketing, Online Marketing, SEO copywriting, Usability, E-commerce, Newsletters, Digital Strategy, Web Analytics, Blogging, Brand Development
Education
University of North Carolina at Charlotte
BA, English
Bank of Tokyo-Mitsubishi UFJ May 2014 - Present
BMO Capital Markets November 2013 - May 2014
Wells Fargo June 2010 - November 2013
First Premier Mortgage September 2009 - June 2010
City Limo January 2005 - April 2009
Skills
Risk Management, Operations Management, Operational Risk, Credit Analysis, Financial Services, Underwriting, Auditing, Mortgage Lending, Loan Origination, FHA, Loss Mitigation, Financial Analysis, Credit Risk, Mortgage Banking, Refinance, USDA, Finance, Customer Service, Relationship Management, Loans, Credit, Microsoft Excel, Financial Risk, Mortgage Underwriting, Portfolio Management, Asset Management, Commercial Lending, Fixed Income, Securities, Mutual Funds, Valuation, Capital Markets, Series 63, Series 7, Bloomberg, Settlement, Prime Brokerage, Banking, Investment Banking, Derivatives, Funding, Equities, Options, Financial Markets, AML, Securitization, Operational Risk..., Rates, Credit Derivatives, Market Risk
Education
University of North Carolina at Charlotte 2002 — 2006
Bachelor of Arts (B.A.), Finance, General
University of North Carolina at Charlotte 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Economics
Butler High School
High School Diploma, Financial Mathematics
Wells Fargo June 2014 - Present
TransUnion April 2012 - June 2014
Michael Waltrip Racing June 2011 - December 2011
Webstation, Inc February 2011 - May 2011
Self Employed June 2006 - January 2011
Skills
jQuery, ASP.NET MVC, VB.NET, SQL, .NET, ASP.NET, Entity Framework, C#, LINQ, T-SQL, AJAX, XML, JavaScript, WPF, HTML5, HTML + CSS, WCF Services, Telerik Web Controls, Microsoft SQL Server, EDI, AppFabric, SSIS, ETL, Ab Initio, AngularJS, TFS, Microsoft Technologies, WCF
Education
UNCC 2006 — 2010
BA, Software and Information Systems
Wells Fargo June 2014 - Present
Wells Fargo January 2014 - June 2014
Wells Fargo October 2012 - January 2014
Accountemps January 2012 - September 2012
Pat's Place Child Advocacy Center May 2012 - August 2012
Skills
Mortgage Lending, Training, Analysis, Customer Service, Software Documentation, Loans, Management, Banking, Risk Management, Loan Processing, Financial Services, Loan Servicing, Loan Modifications, FHA, Loss Mitigation, Financial Analysis, Credit, Finance, Mortgage Banking
Education
University of North Carolina at Charlotte 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Wells Fargo January 2014 - Present
Modis October 2013 - January 2014
TEKsystems March 2012 - October 2013
Bank of America May 2005 - October 2011
Carolina Home Improvement August 2004 - September 2005
Wachovia Securities Financial Network November 2000 - September 2004
Wells Fargo 2000 - 2004
Bank of America June 1996 - November 2000
US Army September 1978 - April 1993
Skills
Banking, Conversions, SDLC, Release Management, Change Management, Six Sigma, Visio, Team Building, Leadership Development, Testing, Cards, Excel, Project Management, Microsoft Excel, Process Improvement, Vendor Management, Business Analysis, Data Conversion, Training, Leadership, PMO, Risk Management, Business Process..., PMP, Program Management, Integration, Requirements Analysis, Requirements Gathering, Cross-functional Team..., Project Portfolio..., IT Strategy, Software Documentation, Business Process, Software Project..., SharePoint, Business Intelligence, Quality Assurance
Education
University of North Carolina at Charlotte 1993 — 1996
BS, Finance
Wells Fargo April 2011 - Present
Wells Fargo April 2010 - Present
Wells Fargo January 2009 - December 2009
Wachovia Bank May 2005 - July 2009
First Union 1973 - 2004
Skills
Mortgage Lending, Offshoring, Retail Banking, Mergers, Banking, Due Diligence, Financial Services, Change Management, Leadership, Strategic Planning, Mergers & Acquisitions, Business Process..., Call Centers, Strategy, Loans, Cross-functional Team..., Financial Risk, Credit, Customer Satisfaction, Business Analysis, Commercial Banking
Education
University of North Carolina at Charlotte
English
Charlotte-Mecklenburg Schools September 2013 - Present
Wells Fargo January 2013 - September 2013
La Petite Academy March 2010 - September 2011
Peak Fitness May 2006 - August 2009
Skills
Microsoft Office, Adobe, Organization, Problem Solving, Timely Decision Making, Oral & Written..., Team-oriented, Individual Work, Multi Tasking, Customer Service, Meet Deadlines, First Aid, Highly detail oriented, Outstanding..., Success Driven, Challenge Driven, Data Entry, Sales, Leadership, Troubleshooting, Administrative...
Education
University of North Carolina at Charlotte 2012 — 2014
Winston-Salem State University 2007 — 2012
Bachelor of Interdisciplinary Studies (BIS), Interdisciplinary Studies w/ Psychology Concentration
Wells Fargo September 2014 - Present
Business Acquisition and Merger Associates November 2013 - May 2014
Waterstone Multi-Family Group January 2013 - November 2013
Northwestern Mutual 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, C, Research, Social Media, Public Speaking, Teamwork, Financial Analysis, Market Research, Investments, Financial Modeling, Marketing, DCF, Econometrics
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor of Science (BS), Economics
Wells Fargo September 2013 - Present
AmerisourceBergen (The Lash Group) September 2012 - September 2013
TIAA-CREF August 2009 - September 2012
Lowe's Home Improvement 2008 - 2009
Wachovia, A Wells Fargo Company 2003 - 2008
RSA 1996 - 2003
Royal Insurance Company 1996 - 2003
Bank of America 1994 - 1996
RSA 1985 - 1994
Skills
Program Management, Budgets, SDLC, Business Requirements, Requirements Gathering, Business Analysis, Visio, Requirements Analysis, User Acceptance Testing, Systems Analysis, SharePoint, Process Improvement, Software Documentation, Waterfall, Data Warehousing, Access, Cross-functional Team..., Microsoft SQL Server, Quality Assurance, Agile Methodologies, Testing, Business Process, PMP
Education
UNCC 1983 — 1985
Bachelor Arts, Business Administration
Gaston College 1980 — 1983
Associate Arts, Liberal Arts
Bank of America December 2014 - Present
Wells Fargo May 2014 - November 2014
Bank of America July 2007 - May 2014
Bank of America October 2005 - July 2007
Bank of America April 2001 - October 2005
Bank of America May 1999 - April 2001
Bank of America September 1996 - May 1999
Coats and Clark (Coats North America) September 1988 - September 1996
Fieldcrest Cannon, Inc. July 1986 - September 1988
Skills
Forecasting, Activity Based Costing, Corporate Budgeting, Consolidated Reporting, Financial Reporting, Budgets, Management, SAP, Finance, Accounting
Education
University of North Carolina at Charlotte 1982 — 1986
BA, Business
Winthrop University 1992 — 1995
MBA, Business / Finance
Wells Fargo September 2013 - Present
Skills
Computer Hardware, Troubleshooting, Printers, Laptops, Active Directory, XP, Windows, Administration, Microsoft Office, Customer Relations, Word, Disaster Recovery, HP, Outlook, Desktop Support, Inventory Management, Remedy, Mergers, Lotus Notes, Software Installation, Blackberry, Servers, Windows 7, Customer Service, Service Desk, Hardware, Operating Systems, Deployment, DHCP, System Administration, TCP/IP, Problem Solving, Help Desk Support, Vendor Management, Process Improvement, ITIL, SharePoint, Remote Desktop, Relationship Management, Telecommunications, Project Management, Desktop Computers, Analysis, Business Process..., Live Meeting, Incident Management, Technical Support, Windows XP
Education
The University of North Carolina of Charlotte 1997 — 2007
B.A, Sociology; Work & Organization / Business
University of North Carolina at Charlotte 1997 — 2007
B.A, Sociology of Work & Organization
Aquila Group of Funds September 2010 - Present
Wells Fargo August 2006 - September 2010
Natixis Global Asset Management May 2004 - May 2006
Education
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Arts (B.A.), Organizational Communication, General
Wells Fargo February 2002 - Present
Wachovia December 2005 - November 2007
Wachovia August 2003 - December 2005
Skills
SharePoint, Agile Methodologies, Integration, Requirements Gathering, Software Documentation, Web Services, Enterprise Software, Business Process, Testing, Strategy, Analysis, Microsoft Technologies, Microsoft Office..., Intranet, User Acceptance Testing, Business Analysis, Process Improvement, Business Requirements, Requirements Analysis, Portals
Education
University of North Carolina at Charlotte 1992 — 1998
Bachelor, Marketing
TD November 2011 - Present
Wells Fargo December 1999 - 2011
Skills
Strategic Investigations, Banking, Criminal Investigations, Financial Risk, Anti Money Laundering, Financial Crimes..., Bank Secrecy Act, Dodd-Frank, Terrorist Financing, Commercial Banking, Credit Analysis, Financial Services, Leadership, OFAC, Process Improvement, Risk Management
Education
University of North Carolina at Charlotte 1993 — 1997
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Quality Data Systems, Inc. April 2015 - Present
Quality Data Systems, Inc. June 2014 - March 2015
Northside Baptist Church September 2011 - May 2014
Novant Health March 2011 - September 2011
Charlotte Dentistry (Armstrong & Eshleman) April 2010 - November 2010
Wells Fargo August 2008 - March 2010
Acoustics Inc June 2005 - July 2008
PCA International February 2004 - June 2005
Pinkerton Consulting & Investigations November 2001 - February 2004
Cherry, Bekaert & Holland June 1999 - October 2001
Skills
Forecasting, Leadership Development, Accounts Payable, Leadership, Accounting, Auditing, Public Speaking, Payroll, Risk Management, Analysis, Team Building, Accounts Receivable, Budgets, Microsoft Office, Finance, Account Reconciliation, System Administration, Management, Customer Service, Teaching, Time Management, Nonprofits, Human Resources, Outlook, Microsoft Word, Microsoft Excel, Financial Analysis, Strategic Planning, Employee Benefits, Team Leadership, Recruiting, Policy, Access, Bookkeeping, Invoicing, Administration, Insurance, Training, PowerPoint, Internal Audit
Education
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Accounting
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
Bachelor's degree, Accounting
Carlisle & Gallagher Consulting Group December 2013 - Present
Wells Fargo January 2010 - December 2013
Wachovia August 2007 - January 2010
Duke Energy 1997 - 2006
DukeSolutions 1997 - 2000
First Union 1995 - 1997
Skills
CPA, Financial Analysis, Business Analysis, Business Transformation, Innovation, New Business Development, Commercial Insight, Leadership, Change Management, Financial Risk..., Risk Management, Financial Modeling, Mergers, Financial Risk, Credit Risk, Banking, Enterprise Risk..., Credit, Process Improvement, Due Diligence, Cost Accounting, Department Budgeting, Financial Forecasting, Revenue Forecasting, Energy, Contract Negotiation, Outsourcing, Strategic Planning, VoIP, Budgets, Strategy, Forecasting, Project Finance, Internal Controls, Finance, Mergers
Education
University of North Carolina at Charlotte 1990 — 1993
BS, Accounting
University of North Carolina School of the Arts 1983 — 1985
Weaver Household April 2012 - Present
Wells Fargo 2009 - 2012
Weaver Household March 2007 - December 2009
State Farm October 2005 - March 2007
Wachovia Bank March 2004 - September 2005
First Union Bank August 2002 - March 2004
ANN INC. November 2001 - July 2002
Skills
Sales Management..., Dance instruction, Retail Banking, Property & Casualty..., Life Insurance
Education
University of North Carolina at Charlotte
Business Administration and Management, General
University of South Carolina-Columbia
Business Administration and Management, General
Wells Fargo September 2012 - Present
Wells Fargo February 2010 - September 2012
Wells Fargo April 2007 - February 2010
Wachovia September 2000 - April 2007
Skills
Banking, Internal Communications, Corporate Communications, Leadership, Relationship Management, Financial Services, Retail Banking
Education
University of North Carolina at Charlotte 1994 — 1997
BA, Political Science
Wells Fargo April 2015 - Present
Wells Fargo April 2014 - April 2015
Macy's November 2012 - April 2014
Simonetti's Pizzeria May 2009 - November 2012
Writing and Learning Commons at Hunter Library August 2011 - May 2012
Liston B. Ramsey Regional Activity Center August 2011 - May 2012
Skills
Oral & Written..., Time Management, Stress Management, Organization, Microsoft Office, Customer Service, Public Speaking, Project Management, PowerPoint, Microsoft Word, Strategic Planning, Research, Coaching, External Investigations, Fraud, Criminal Justice, Teamwork
Education
Western Carolina University 2009 — 2012
Bachelor's of Science, Criminal Justice
University of North Carolina at Charlotte 2008 — 2009
None, Undeclared
Wells Fargo June 2012 - Present
ING March 2009 - June 2012
CIS Consulting Group/ F2B Mobile Solutions March 2006 - March 2009
AvidXchange, Inc. 2000 - 2004
The Budd Group 1992 - 2000
Skills
Employee Benefits, Nonprofits, Project Management, Business Development, Sales, Team Building, Enterprise Software, Leadership, Marketing, Sales Management, Process Improvement
Education
University of North Carolina at Charlotte 1988 — 1992
Bachelor Of Science, Business Administration
Mt. Pleasant High School 1984 — 1988
Cannon School 1976 — 1982
Wells Fargo November 1984 - Present
Wachovia September 2001 - October 2010
First Union 1986 - 2000
Skills
SDLC, Data Warehousing, Business Analysis, Requirements Gathering, Requirements Analysis, Business Requirements, Software Documentation, Microsoft SQL Server, Visio, Data Modeling, SharePoint, User Acceptance Testing, ETL
Education
University of North Carolina at Charlotte 1982 — 1984
BA, Computer Science
Western Kentucky University 1978 — 1981
Computer Science
Alliance of Professionals & Consultants, Inc. (APC) July 2012 - Present
Wells Fargo November 2011 - March 2012
Rite Aid November 2005 - September 2011
Wells Fargo November 2010 - February 2011
Verian Technologies August 2008 - August 2009
Skills
Insurance, Recruiting, Data Entry, Microsoft Excel, Account Management, Candidate Marketing, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Program Management, Policy, Interviews, Leadership, Marketing, Training, Employee Relations, Process Improvement, Human Resources, Management
Education
University of North Carolina at Charlotte
B.S. in B.A., Finance
Red Ventures November 2013 - Present
Wells Fargo 2012 - 2013
Convergys April 2010 - March 2012
Education
University of North Carolina at Charlotte 2010 — 2012
Civil engineering technology, Civil Engineering
SunTrust Bank December 2013 - Present
BB&T May 2013 - December 2013
Wells Fargo December 2012 - May 2013
Wells Fargo July 2011 - December 2012
GNC 2011 - 2011
Skills
Notary Public, Loans, Credit, Referrals, Referral Networking, Financial Analysis, Financial Services, Retail Banking, Insurance, Investment Banking, Merchant Services, Payroll Services, Small Business..., Small Business Lending, Mortgage Lending, Investments, Banking, Customer Service, Finance, Portfolio Management, Sales, Small Business
Education
University of North Carolina at Charlotte 2015 — 2019
Bachelor's Degree, Business Administration, Management and Operations
Levvel, LLC August 2015 - Present
David Laurence Portraits June 2008 - Present
Wells Fargo Securities November 2011 - August 2015
Wells Fargo January 2011 - November 2011
Wells Fargo February 2009 - December 2010
Wachovia April 2007 - February 2009
FontGear, Inc. August 2002 - January 2008
CrossWay Community Church June 2006 - April 2007
Skills
Web Services, Software Development, SDLC, Business Analysis, Java, Java Enterprise Edition, SOA, Agile Methodologies, Enterprise Architecture, Continuous Integration, Kanban, JavaScript, HTML5, Ext JS, Maven, WPF Development, WPF, REST, JSON, AngularJS, Capital Markets, Credit Risk, Market Risk, Counterparty Risk, PnL, VAR, Calypso, C# 4.0, NuGet, jQuery, UI Design, Graphic Design, Typography, UX, Node.js, Oracle Coherence, Famo.us, Tomcat, Autosys, SQL, RDBMS, Spring Framework, JPA, Hibernate, Subversion, Git
Education
University of North Carolina at Charlotte 2002 — 2006
BS, Computer Science, 3.8 GPA
LongHaulTrekkers.com April 2015 - Present
The COG Space January 2014 - Present
Wells Fargo July 2010 - April 2015
Wells Fargo January 2013 - June 2013
Wells Fargo January 2008 - July 2010
Columbia Sportswear February 2007 - January 2008
Ingersoll Rand July 2005 - January 2007
Ingersoll Rand December 2003 - June 2005
Skills
Business Analysis, Project Management, Sustainability, End User Training, Public Speaking, E-commerce, Coaching, Relationship Management, Building Relationships, Consulting, Software Development, Software Project..., Web Design, Leadership Development, Cross-functional Team..., System Testing, Systems Thinking, Social Justice, Social Networking, Stakeholder Engagement, Personal Development, SharePoint, Global Reporting..., Team Leadership, Environmental Policy, Passion for Helping..., Leadership, Workshop Facilitation, Business Partner..., Corporate Social..., Change Management, Entrepreneurship, Research, Strategic Planning, Project Planning, Requirements Gathering, Software Documentation, Team Building, Agile Methodologies, Business Requirements
Education
Bainbridge Graduate Institute 2011 — 2013
MBA, Sustainable Business
University of North Carolina at Charlotte 2004 — 2005
Masters of Information Technology, Security and Information Privacy, Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 1999 — 2003
Bachelors of Business Information Technology, E-business
Wells Fargo 1999 - 2005
Wachovia 1998 - 2000
Wachovia 1997 - 1999
First Union December 1995 - May 1997
Skills
Banking, Management, Cash management, Call Centers, Credit, Team Leadership, Fundraising, Educational Fundraising, Sales Process
Education
University of North Carolina at Charlotte 1990 — 1994
Bachelor's Degree, Political Science and Government
University of North Carolina at Charlotte 1990 — 1994
Bachelor's degree, Political Science and Government
Thirty Day Dash December 2013 - Present
Interstate Hotels & Resorts March 2013 - October 2013
Wells Fargo September 2012 - March 2013
Horseshoe Bay Resort February 2011 - September 2012
Royal Caribbean Internaitonal August 2007 - June 2010
Duncan Law, PLLC - North Carolina Law Firm April 2006 - August 2009
Skills
Microsoft Office, Delphi, BestCase, Type 80 WPM, Weddings, Wedding Planning, Sales, Chapter 7 & 13..., Electronic Filing, Event Management, Event Planning, Supervising, Hotels, Travel Planning, Cruises, Office Administration, Customer Service, Customer Satisfaction, Contract Negotiation, Contract Planning, Department Budgeting, Invoice Processing, Inventory Management
Education
University of North Carolina at Charlotte 2005 — 2009
English and Economics
Tuscola High School 2000 — 2004
High School Diploma
Wells Fargo July 2013 - December 2014
Forever 21 October 2012 - July 2013
Abercrombie & Fitch December 2010 - August 2011
Skills
Marketing, Social Media, Team Leadership, Clerical Skills, Microsoft Office, Management, Customer Service, Teamwork
Education
University of North Carolina at Charlotte 2006 — 2010
BSBA, Marketing
Bank of America July 2014 - Present
Bank of America January 2012 - July 2014
Bank of America October 2006 - January 2012
Bank of America October 1999 - October 2006
Wells Fargo October 1995 - October 1999
Skills
Management, Business Intelligence, Data Warehousing, Information Analysis, Oracle Database, Dimensional Modeling, Data Analysis, Data Visualization, Business Analysis, Project Management, Information Management, Leadership, Microsoft Office, Microsoft Excel, Training, Process Improvement, Strategic Planning, PowerPoint, ARIS, PLSQL, JavaScript, Java, Technology Management, Statistics, .NET, Hyperion, Tableau
Education
Saint Joseph's University 2010 — 2012
Masters in Business Intelligence, Masters in Business Intelligence
University of North Carolina at Charlotte 2008 — 2010
Computer and Information Systems Security/Information Assurance
Winthrop University 1994 — 1998
Computer Science, Computer Science
Winston-Salem State University 1982 — 1987
Bachelor's degree, Accounting and Business/Management
Tech USA January 2014 - Present
Tech USA November 2011 - Present
Wells Fargo June 2010 - November 2011
Skills
Technical Recruiting, Career Development, Staff Augmentation, Staffing Services, Recruiting, Talent Acquisition, Applicant Tracking..., College Recruiting, Screening Resumes, Sales, Temporary Staffing, Process Improvement, Internet Recruiting, Temporary Placement, Permanent Placement, Account Management, Sourcing, Engineering, Contract Recruitment, Training, Benefits Negotiation, Cold Calling, Employee Relations, Manufacturing, Resume Writing, Screening, Onboarding
Education
University of North Carolina at Charlotte
BSBA, Marketing
Wells Fargo July 2015 - Present
Wells Fargo Advisors April 2014 - July 2015
Wells Fargo Advisors October 2010 - February 2014
Skills
Series 7, Investments, Life Insurance, Variable Annuities, Retirement Planning, Financial Services, Retirement, Portfolio Management, Series 63, Sales, Banking, Financial Planning, Microsoft Office, Insurance, Customer Service, Relationship Management, Series 6, 401k
Education
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), Communication and Media Studies
Wells Fargo April 2014 - Present
Lowes June 2011 - May 2014
Tyco International January 2010 - June 2011
Skills
Computer Hardware, Programming, Computer Science, IBM Websphere Commerce, IT Hardware Support, Computer Repair, Public Speaking, Spring, Technical Leadership, J2EE Web Services, Java, Java Enterprise Edition, JavaScript, Unix Shell Scripting, Networking, Unix, HTML, Web Development, SDLC, DB2, Hardware, Troubleshooting, AIX, SOA, Apache, Bash, Eclipse, Subversion, MySQL, CVS
Education
University of North Carolina at Charlotte 2005 — 2010
Bachelor of Science (BSc), Computer Science
Bank of America February 2015 - Present
Ingersoll Rand October 2014 - February 2015
Vanguard November 2013 - May 2014
Wells Fargo June 2013 - October 2013
VectorVest, Inc November 2009 - March 2013
TIAA-CREF January 2001 - August 2008
Wachovia Securities Financial Network January 1998 - December 2000
Skills
Retirement Planning, Banking, Relationship Management, Training, Microsoft Excel, PowerPoint, Customer Service, Team Building, Risk Management, Public Speaking, Microsoft Word, Retirement Plan..., Market Research, Microsoft CRM, Business Intelligence, Credit Analysis, Retirement Benefits, Microsoft Suites, Sunguard, Fidelity, SQL, SmartStation, PeopleSoft, J-Cash Management, Pegasystems PRPC, Gin
Education
UNC Charlotte 2005 — 2006
Certifcate, Certified Financial Planning
Johnson C. Smith University - JCSU 1989 — 1994
Bachelor of Science (BS), Accounting
Premier Electrical Staffing, LLC November 2012 - Present
Wells Fargo January 2009 - November 2012
Simmons Bedding Company January 1994 - November 2008
Skills
Process Driven, Track Record Of..., Highly motivated..., Management Professional, Sales, Multitasking Skills, Manufacturing Safety, Preventive Maintenance, World Class Customer..., Cross-functional Team..., Lean Manufacturing, Microsoft Office, Oracle Applications, MS Project, Contract Negotiation, Management, Contract Management, Construction, Marketing, Purchasing, Process Scheduler, Budgets, Human Resources, Time Management, Sales Operations, Leadership, Operations Management, Recruiting, Customer Service, Employee Relations, Project Planning, Negotiation, Process Improvement, Account Management, Inventory Management, Strategic Planning, Sales Management, New Business Development, Project Management, Supervisory Skills, Marketing Strategy, Retail, Outlook, Technical Recruiting, Procurement, Program Management, Microsoft Excel, PowerPoint
Education
University of North Carolina at Charlotte 1996 — 1999
Bachelor of Arts (BA), Psychology
Central Piedmont Community College 1994 — 1996
Associate of Arts (A.A.), General Studies
Wells Fargo March 2015 - Present
D&J Renovations June 2012 - June 2015
Wells Fargo Home Mortgage December 2010 - March 2015
Wells Fargo June 2009 - December 2010
Marcus & Millichap May 2008 - May 2009
Duke Energy Corporation May 2007 - December 2007
Skills
Loans, Project Management, Event Management, Procurement, Customer Service, Banking, Microsoft Project, Microsoft Excel, Mortgage Lending, Underwriting, Consumer Lending, Construction Management, Project Coordination, TIG Welding, MIG Welding, Automotive, Electrical Maintenance, Access, Visio, Creative Solutions, Stonework, Metal Fabrication, Product Design, SQL, Mediation, Problem Solving, Leadership
Education
University of North Carolina at Charlotte
B.S.B.A. in finance with a concentration in risk management and insurance, finance with minor in mathematics
Sealed Air Corporation July 2015 - Present
Time Warner Cable September 2013 - July 2015
BAE Systems September 2011 - September 2013
Merck February 2010 - September 2011
TIAA-CREF December 2006 - August 2008
Scottish Re May 2002 - July 2006
Freed Maxick ABL Services July 2001 - January 2002
Wells Fargo July 1999 - July 2001
Skills
Financial Reporting, Project Implementation, Data Manipulation, General Ledger, Microsoft Office, Accounts Payable, GAAP, PeopleSoft, Financial Analysis, SOX, Accounting, Excel, Budgeting, Forecasting, SAP, Process Improvement, Compliance, PowerPoint, Outlook, Word, Banking, Problem Solving, Internal Controls, Auditing, Documentation, Business Process..., Ariba, PeopleSoft CRM, PeopleSoft HCM, IDOC, Corporate Communications, Shared Services, Shared Service Center, Shared Services..., Microsoft Excel, Payroll, Software Documentation, Sarbanes-Oxley Act, Visio, Analysis, ERP, Business Analysis, Microsoft Word, Testing, Project Management, Management, Accruals, Access, PMP, Hyperion Enterprise
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
B.S., Accounting
University of North Carolina at Charlotte 2010 — 2010
Certificate, Project Management
Wells Fargo March 2013 - Present
Aerotek Professional Services December 2009 - March 2013
Starwood Vacation Ownership May 2008 - September 2009
Skills
Applicant Tracking..., Recruiting, Sourcing, Networking, Boolean Searching, Staffing Services, College Recruiting, Employee Relations, Management, Internet Recruiting, Training, Leadership, Temporary Placement, Hiring, Technical Recruiting, Screening, Contract Recruitment, Benefits Negotiation, Staff Augmentation, Talent Management, Talent Acquisition, Temporary Staffing, Screening Resumes, Onboarding, Interviews, Full-life Cycle..., Cold Calling, Corporate Recruiting, Executive Search, Deferred Compensation, Employee Engagement, Behavioral Interviewing, Workforce Planning, New Hire Orientations, Performance Management, Permanent Placement, Job Fairs, Benefits Administration, Employee Training, Personnel Management, Recruitment Advertising, PeopleSoft, Employee Benefits, Resume Writing, Interview Preparation, Background Checks, Building Relationships, Finance, Taleo, Human Resources
Education
University of North Carolina at Charlotte 2000 — 2004
English, Technical Writing
Wells Fargo January 2012 - Present
Genworth Financial Raleigh, NC July 2009 - October 2011
Wachovia Mortgage/Wells Fargo Raleigh, NC January 2004 - July 2009
Fidelity Investments Raleigh, NC October 2003 - January 2004
UnumProvident Nashville, TN May 2002 - September 2003
Deutsche Bank Nashville, TN December 2000 - May 2002
First Union National Bank Charlotte, NC September 1999 - August 2000
Education
University of North Carolina at Charlotte 1994 — 1998
BA, Communications
Shelby High School 1989 — 1993
High School
Wells Fargo June 2014 - Present
Xylem Inc. June 2013 - June 2014
CB&I (formerly The Shaw Group) May 2011 - June 2013
CB&I (formerly The Shaw Group) May 2010 - May 2011
CB&I (formerly The Shaw Group) February 2010 - May 2010
Skills
Employee Relations, Human Resources, HRIS, Employee Benefits, Performance Management, Onboarding, Applicant Tracking..., Training, Leadership, HR Policies, Talent Management, Benefits Administration, Employee Engagement, Organizational..., Personnel Management, New Hire Orientations, Workforce Planning, FMLA, Job Descriptions, Labor Relations, Employment Law, HR Consulting, Employee Training, Interviews, Exit Interviews, Strategic HR, Industrial Relations, Performance Appraisal, Job Analysis, Compensation & Benefit
Education
University of North Carolina at Charlotte 2006 — 2010
B.S., Economics
Wells Fargo January 2014 - Present
Wells Fargo Human Resources June 2011 - January 2014
General Physics Corporation December 2010 - June 2011
TIAA-CREF (AccruePartners) February 2010 - December 2010
Wachovia/Wells Fargo September 2007 - September 2008
Piedmont Adult Living Services September 2005 - January 2007
EcoElectrica, LP August 2002 - February 2004
Biovail Laboratories, Inc April 2001 - June 2002
Amgen May 1992 - March 2001
Skills
Public Speaking, Presenter, Project Coordination, Training Delivery, HRIS, Organization, Office Administration, General Administrative..., Training, Recruiting, Customer Service, Management, Outlook, Team Building, Project Management, Interviews, Leadership, Program Management, Human Resources, Organizational...
Education
University of North Carolina at Charlotte 2011 — 2012
Training & Development Certificate, Workforce Development and Training
University of Phoenix Charlotte, NC 2005 — 2007
Master, Business Administration/Global Management
El Turabo University 1982 — 1987
Bachelor, Office Administration
Wells Fargo 2008 - Present
Wachovia (First Union) February 1998 - 2008
SouthTrust bank (CK Federal Savings Bank) 1987 - 1998
First Union 1983 - 1987
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Databases, Testing, Oracle, SQL, Integration, Quality Assurance, Data Warehousing, Data Analysis, ETL, Test Cases, SDLC, Business Analysis, Analysis, Requirements Analysis, Banking
Education
University of North Carolina at Charlotte 1979 — 1983
Bachelor of Science (BS), Mathematics and Computer Science
Northwest Cabarrus High School 1975 — 1979
My Ideal Life November 2014 - Present
Duke Energy Corporation September 2012 - Present
Wells Fargo September 2011 - September 2012
Bank of America September 2009 - September 2011
Bank of America September 2006 - September 2009
Bank of America May 2005 - September 2006
TEKsystems 2004 - May 2005
Second Creek Enterprises 2003 - 2004
Duke Fluor Daniel 1995 - 2003
Duke Energy Corporation 1988 - 1995
Skills
Process Improvement, Project Management, Change Management, Risk Management, Operations Management, Power Generation, Process Design, SDLC, Process Engineering, Six Sigma, PMO, Access, Business Analysis, Business Process, Business Process..., Disaster Recovery, Integration, Management, Program Management, Requirements Analysis, MS Project, Testing, Requirements Gathering, Software Documentation, Project Planning, User Acceptance Testing
Education
University of North Carolina at Charlotte 1985 — 1988
Master of Science, Electrical Engineering
Wake Forest University 1981 — 1985
BS, Physics
Providence Day School
Wells Fargo August 2014 - Present
Apex Systems / Wells Fargo August 2013 - August 2014
hawkeye January 2012 - July 2013
Charlotte Pipe and Foundry June 2011 - December 2011
Apex Systems / Wells Fargo April 2010 - June 2011
LendingTree, LLC October 2006 - June 2010
Carolinas Healthcare System October 2005 - October 2006
Wells Fargo Home Mortgage January 2004 - September 2005
Tsoft Software Products, Inc. August 2001 - January 2004
Education
University of North Carolina at Charlotte
BSBA, Management Information Systems
Wachovia Corporation March 2005 - Present
Wachovia, A Wells Fargo Company 2005 - Present
Wells Fargo 2005 - Present
Skills
Business Analysis, Requirements Gathering, Business Process, Financial Services, SDLC
Education
Keller Graduate School of Management - DeVry University 2005 — 2008
University of North Carolina at Charlotte
Red Hat August 2014 - Present
Red Hat May 2014 - August 2014
Wells Fargo May 2013 - August 2013
BFG Communications August 2004 - August 2008
KBA / Group3 / DraftWorldwide September 1999 - May 2003
Skills
Agile Methodologies, Cloud Computing, Business Analysis, Java, Linux
Education
University of North Carolina at Charlotte 2011 — 2014
Bachelor of Science (B.S.), Computer Science, 3.567
Wells Fargo July 2014 - Present
SunGard Consulting Services 2011 - July 2014
Bank of America May 2004 - October 2011
Skills
Information Architecture, Information Management, Information Design, Information Analysis, Information..., Business Analysis, Business Intelligence, Netezz, Oracle E-Business Suite, Oracle Applications, Oracle Portal, Data Analysis, Databases, Database Design, Data Warehousing, Data Warehouse..., Data Mining, Teradata, Informatica, Oracle Reports, OBIEE, Microstrategy, Business Objects, SAS, Data Standards, Software Development, CRM, SDLC, ETL, Data Modeling, Requirements Analysis, Data Management, Data Governance, Oracle HR, ERP, Analysis, Enterprise Architecture, Requirements Gathering, Master Data Management, Business Intelligence..., Data Quality, SSIS, Dimensional Modeling, Architectures, OLAP, Solution Architecture, SSRS, Dashboard, Oracle, PL/SQL
Education
University of North Carolina at Charlotte
Wells Fargo November 2014 - Present
Wells Fargo - Mortgage June 2012 - October 2014
Wells Fargo - Home Equity December 2008 - June 2012
Wachovia - Mortgage November 2006 - December 2008
Potter & Company CPA January 2006 - October 2006
Skills
Microsoft Excel, PowerPoint, Access, Accounting, Derivatives, Computer Science, Hedging, Stock Trading, Mortgage Servicing..., Expenses, Oracle, GAAP, SEC filings, Financial Reporting, Internal Controls, Sarbanes-Oxley Act
Education
University of North Carolina at Charlotte 2013 — 2014
Master's degree, Accounting, 4.0 of 4.0
University of North Carolina at Charlotte - Belk College of Business 2004 — 2006
Bachelor's degree, Accounting and Finance, 3.96 of 4.0
ECPI 2002 — 2003
Computer Science Certification, Computer Science, 4.0 of 4.0
Wells Fargo January 2009 - Present
Wachovia Bank April 2002 - September 2010
Wachovia Bank April 2001 - April 2002
First Union National Bank August 1997 - April 2001
Coats December 1995 - August 1997
GTE Government Systems November 1990 - December 1995
Computer Sciences Corporation May 1989 - November 1990
Dorsetts, Inc. December 1987 - March 1989
Unifi, Inc. June 1986 - December 1987
Skills
Data Warehousing
Education
University of North Carolina at Charlotte 1981 — 1986
BS, Math/Computer Science
BHS
Cisco March 2013 - Present
Blue Cross Blue Shield October 2012 - February 2013
Wells Fargo November 2011 - September 2012
Autonomic Resources February 2011 - January 2012
Wyandotte Net Tel July 2005 - January 2010
CSC June 2000 - July 2005
Skills
PMP, Program Management, ITIL, Contract Negotiation, Planning, PMO, Outsourcing, Project Management, IT Strategy, Process Improvement, Vendor Management, Integration, Project Planning, Resource Management, Proposal Writing, Management, Business Analysis, Team Building, Data Center, Project Portfolio..., Leadership, SDLC, IT Management, Networking, Service Delivery, CRM
Education
University of North Carolina at Charlotte 1980 — 1983
Wells Fargo February 2014 - Present
TIAA-CREF May 2005 - February 2014
Amdocs 2000 - 2005
Skills
Automation, Quality Center, Software Quality..., Test Automation, QTP, Test Management, User Acceptance Testing, Test Planning, Defect Tracking, Quality Assurance, Testing, Project Management, Resource Management, Visio, System Testing, Regression Testing, Test Cases, Performance Testing, Waterfall, Test Strategy, Test Execution, Manual Testing
Education
University of North Carolina at Charlotte 1989 — 1991
Bachelor of Science (BS), Computer science/Mathematics
Sacred Heart University, Connecticut 1988 — 1989
Wells Fargo May 2012 - Present
Wells Fargo October 2010 - May 2012
Wells Fargo October 2008 - October 2010
Skills
Credit, Equities, Banking, Valuation, Asset Management, Derivatives, Economics
Education
University of North Carolina at Charlotte 2010 — 2012
Masters of Business Administration, Applied Investment Management; Business Finance
University of North Carolina at Wilmington 2002 — 2006
Bachelor of Science, Finance and Marketing
Wells Fargo April 2011 - Present
Wells Fargo May 2003 - May 2011
Wells Fargo March 2000 - April 2003
First Union National Bank 1997 - 2000
First Union April 1996 - March 1998
First Union May 1994 - April 1996
Skills
Genesys, Cisco Call Manager, IVR, CTI, ACD, Cisco ICM, Avaya PBX, nice, Verint, Verizon, Avaya, Cisco Technologies, Unified Communications, Contact Centers, Call Center, VoIP, Call Logging, Routing, Telephony, IP, WAN, Data Center, NICE, Disaster Recovery, SIP, Visio, System Deployment, Call Centers, LAN-WAN, ITIL, Vendor Management, Integration, Switches, Troubleshooting, Network Design, Avaya Technologies
Education
University of North Carolina at Charlotte 1992 — 1995
Wells Fargo June 2010 - Present
Wells Fargo January 2009 - June 2010
Wachovia June 2006 - December 2008
Stout Stuart McGowen & King 2004 - 2006
Education
University of North Carolina at Greensboro 2004 — 2005
MSA, Accounting
University of North Carolina at Charlotte 2001 — 2004
BS, Accounting
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
Southern Management Corporation December 2012 - Present
Wells Fargo March 2007 - December 2012
Goodwill Industries of the Southern Piedmont January 2005 - December 2012
Wachovia January 2005 - March 2007
Bank of America April 2002 - December 2004
Bank of America November 2001 - April 2003
Bank of America October 1999 - November 2001
Bank of America May 1997 - October 1999
Bank of America September 1996 - October 1999
Bank of America March 1994 - September 1996
Skills
Project Management, Financial Services, Human Resources, Talent Acquisition, Recruiting, Talent Management, Onboarding, Organizational..., Leadership, Performance Management, Employee Relations, Change Management, Strategy, Employee Engagement, Management, Training, Budgets, Program Management, Succession Planning
Education
University of North Carolina at Charlotte 1997 — 2002
MA, Industrial/Organizational Psychology
Wake Forest University 1987 — 1991
BA, Economics
ZHS 1984 — 1987
Wells Fargo Application Software EngineerWells FargoDecember 2010 - Present
Wells Fargo June 2009 - December 2010
Wachovia, A Wells Fargo Company June 2006 - June 2009
Wachovia, A Wells Fargo Company November 1999 - June 2006
Skills
Requirements Analysis, SDLC, Customer Service, Web Development, Software Project..., Requirements Gathering, SQL, Visio, Agile Methodologies, Integration
Education
University of North Carolina at Charlotte 2002 — 2005
BS, Computer Science
Wells Fargo December 2002 - Present
The Revere Group January 2000 - December 2002
Visco Group Inc. August 1995 - October 1998
Aramark January 1988 - July 1995
Skills
Strategy, Management, Leadership, Requirements Analysis, Enterprise Architecture, Business Analysis, Software Project..., Java, SDLC, CRM, Informatica
Education
University of North Carolina at Charlotte 1998 — 1999
BA, Computer Science
Grand Rapids Catholic Central 1981 — 1985
High School Diploma, College Prep.
U.S. Bank August 2015 - Present
Wells Fargo September 2014 - August 2015
Wells Fargo September 2012 - September 2014
Wells Fargo October 2011 - September 2012
Wachovia Bank December 2009 - October 2011
Wells Fargo September 2008 - December 2009
Skills
Fraud, Loss Prevention, AML, Credit Cards, Credit Analysis, Certified Fraud Examiner, Due Diligence, Risk Management, Risk Assessment, Banking, Customer Service, Operational Risk, Loans, Operational Risk..., Asset Protection, Microsoft Excel, Financial Risk, Auditing, Physical Security, PowerPoint, Bank Secrecy Act, USA PATRIOT Act, OFAC, PEP, Project Management, Project Planning, Presentations, Presenter, Employee Training, Global Sanctions, Anti Money Laundering
Education
University of North Carolina at Charlotte 2007 — 2008
B.A., Criminal Justice
Alpha Mortgage Corporation March 2015 - Present
Wells Fargo August 2013 - August 2014
Alpha Mortgage Corporation June 2007 - August 2013
Bradford Mortgage May 2005 - May 2006
Alpha Mortgage Corporation 1995 - May 2005
Skills
Mortgage Lending, Loans, Credit, Real Estate, First Time Home Buyers, FHA, Investment Properties, Mortgage Banking, Loan Origination, Banking, Refinance, USDA, FHA Financing, VA Loans, Credit Analysis, VA loans
Education
UNC Charlotte 1986 — 1990
Bachelor of Business Administration (BBA), Marketing
West Forsyth
West Forsyth
Wells Fargo May 2014 - Present
Skills
Mortgage Lending, Underwriting
Education
University of North Carolina at Charlotte 2007 — 2012
Bachelor of Arts in Organizational Communication, Communication and Psychology, 3.1
TIAA-CREF January 2012 - Present
Bank of America Merrill Lynch November 2009 - December 2011
Wells Fargo June 2007 - November 2009
First Investors Corporation January 2006 - December 2006
Hendrick Automotive Group March 2001 - August 2006
Skills
Derivatives, Structured Products, Capital Markets, Internal Audit, Asset Management, Investment Banking, Compliance, Pricing, Financial Analysis, Risk Management, Process Improvement, Operational Risk..., Strategy, Trading, Valuation, Analysis
Education
University of North Carolina at Charlotte 2003 — 2007
Finance, Finance and Economics
Wells Fargo February 2010 - Present
Wells Fargo March 2006 - February 2010
Atlantic Southeast Airlines October 2000 - February 2006
FedEx Services September 1998 - September 2000
UPS August 1994 - September 1998
Skills
Financial Modeling, Finance, Financial Analysis, Banking, Valuation, Loans, Business Planning, Portfolio Management, Credit Analysis, Risk Management, Credit, Process Improvement, Analytics, Fixed Income, Mortgage Lending, Loan Origination, Credit Risk, Capital Markets, SAP, Essbase
Education
University of Utah - David Eccles School of Business 1993 — 1996
BA, Finance
University of North Carolina at Charlotte
MS, Economics
Wells Fargo March 2012 - Present
Wachovia Distribution Utilities Center December 2009 - March 2012
Simmons Company January 1994 - November 2008
Simmons Bedding Company 2000 - 2008
Skills
Management, Value Stream Mapping, Kaizen, Continuous Improvement, Lean Manufacturing, 5S, Operations Management, Process Improvement, Distribution Center..., Inventory Control, Manufacturing, Quality Management, MRP, Warehousing, Inventory Management, Six Sigma, Operational Excellence, Quality Assurance, Leadership, Cross-functional Team..., Logistics
Education
University of North Carolina at Charlotte 1996 — 2000
BA, Psychology
Wells Fargo November 2010 - Present
Wachovia December 2007 - November 2010
The Vanguard Group 1998 - 2007
Skills
Series 6, Series 7, Investments, Brokerage, Training, Business Analysis, Call Centers, Project Management, Series 63, Financial Services, Leadership, Relationship Management, Banking, Retirement, Retirement Planning, Mutual Funds, Sales, Process Improvement, Customer Service, Strategic Planning, Lotus Notes, Asset Allocation, Finance, Strategic Financial..., Securities, Wealth Management
Education
University of North Carolina at Charlotte 1990 — 1995
BA, Economics
Wells Fargo August 2014 - Present
Bank of America November 2012 - August 2014
Bank of America February 2010 - November 2012
LPL Financial March 2008 - February 2010
Wachovia Bank October 2007 - March 2008
Wachovia Bank March 2006 - October 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Power Point, Organization, Deliver Results, Analysis and Reporting, Time Management, Analytical Skills
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2009
MBA, Business Management
University of North Carolina at Charlotte 2001 — 2005
Undergraduate, Business Management
Citi August 2012 - Present
Wells Fargo January 2011 - August 2012
Executive Office of the United States Attorney-Western District of North Carolina March 2008 - December 2010
CGI-AMS June 1998 - November 2007
Skills
Legal Research, Microsoft Office, Internet Research, Analysis, Online Research, Risk Management, Investigation, Training, Private Investigations, AML, Financial Risk, Criminal Law, Due Diligence, Internal Audit, Security, Courts, Banking, Fraud, Management, Operational Risk, Risk Assessment, Financial Services
Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Criminal Justice and Psychology
Wells Fargo February 2010 - Present
Wells Fargo February 2002 - February 2010
Wachovia, A Wells Fargo Company 2002 - 2007
Skills
Banking, Financial Services, Business Analysis, Process Improvement, Business Requirements, Visio, Leadership, Project Management, Strategic Planning, Requirements Analysis, Program Management, Retirement Planning, Wealth Management
Education
UNC Charlotte 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
BA, Financial Management
Wells Fargo December 2014 - Present
Wells Fargo December 2012 - Present
Wachovia, A Wells Fargo Company August 2006 - December 2012
Skills
Microsoft Excel, SQL, VBA, Problem Solving, Efficiency, Thinking Outside The Box, Eating, Programming, Regular Expressions
Education
University of North Carolina at Charlotte 2000 — 2004
Computer Science
Wells Fargo August 2014 - March 2015
AT&T Mobility August 2012 - August 2014
AT&T September 2011 - August 2012
Connecting Point October 2008 - August 2010
Skills
Telecommunications, Wireless, Account Management, Direct Sales, Solution Selling, Sales, Customer Service, Managed Services, Customer Retention, Sales Operations, Salesforce.com, Selling, Call Centers, Leadership, Sales Management, Customer Satisfaction, CRM, Sales Process, Management, Vendor Management, Training, Retail, Customer Experience, Cold Calling, Mobile Devices, Business Development, Team Leadership, Teamwork, Strategy, Coaching, Team Management, Microsoft Excel, Project Management, Inventory Management, Insurance, Time Management, Team Building, B2B, Sales Presentations, Employee Training, Troubleshooting, M2M, Outlook, Microsoft Office, Networking, Cross-functional Team..., New Business Development
Education
University of North Carolina at Charlotte 2002 — 2004
Bachelor of Arts (BA), History
Wells Fargo Project Management ManagerWells FargoNovember 2012 - Present
Wells Fargo November 2012 - 2012
Wells Fargo January 2011 - December 2011
Wachovia, A Wells Fargo Company January 2006 - November 2011
Wachovia, A Wells Fargo Company January 1997 - January 2006
Skills
Change Management, Process Improvement, Leadership Development, Performance Management, Leadership, Call Center, Project Management, Recruiting, Team Building, Strategic Planning, Onboarding, Business Analysis, Mergers, Technology, Prioritize Workload, Executive Coaching, Risk Management, Mergers & Acquisitions, Call Centers, Management, Outsourcing, Training, Strategy
Education
University of North Carolina at Charlotte 1979 — 1983
BA, Business Adminstration
Providence Day School 1976 — 1979
high school diploma
Accenture Credit Services June 2013 - Present
Alexander Financial Group August 2011 - Present
Wells Fargo June 2012 - June 2013
Allstate Insurance Company December 2008 - June 2011
AT&T May 2008 - December 2008
Residential Mortgage Center June 2007 - May 2008
Skills
Loans, Mortgage Lending, Financial Services, Life Insurance, Underwriting, Credit, Health Insurance, Retirement, Medicare, Refinance, Property, Sales, Loan Origination, Mortgage Banking, Term Life Insurance, Loan Servicing, Residential Mortgages, FHA, Customer Service, Insurance, Strategy, Risk Management, Software Documentation
Education
University of North Carolina at Charlotte 2002 — 2007
Finance
University of Tennessee-Knoxville 2001 — 2002
Business Admin
NC Department of Insurance
Unum April 2015 - Present
Mercer November 2013 - March 2015
Wells Fargo November 2011 - November 2013
Wells Fargo September 2007 - November 2011
Liberty Mutual April 2005 - September 2007
Liberty Mutual August 2002 - April 2005
Liberty Mutual December 2000 - August 2002
Liberty Mutual November 1999 - December 2000
Liberty Mutual August 1998 - November 1999
Skills
Employee Benefits, Insurance, Disability Insurance, Disability Management, Leave of Absence..., Leave of Absence..., HR Consulting, Team Leadership, Client Presentation, Disabilities, Human Resources, Leadership, FMLA, Life Insurance, Performance Management, Management, Health Insurance, Process Improvement, Vendor Management, Benefits Administration, Claim
Education
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science, Earth Science, Atmospheric Science and Hydrology
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Arts, Geography
Wells Fargo August 2010 - Present
Euclid Innovations Inc August 2010 - August 2011
Pinstripeco Inc January 2009 - July 2010
Skookum Inc January 2008 - October 2008
CARGO AFRICA WEST August 2000 - August 2004
Skills
C#, .NET, Software Development, Microsoft SQL Server, Project Management, WPF Development, WinForms, User Interface Design, Relational Databases
Education
University of North Carolina at Charlotte
Wells Fargo June 2014 - Present
Wells Fargo Home Mortgage October 2012 - June 2014
Wells Fargo October 2011 - October 2012
Wells Fargo July 2011 - October 2011
Skills
Mortgage Lending, Banking, Consumer Lending, Credit, Credit Analysis, FHA, Loan Origination, Loans, Microsoft Office, Mortgage Banking, Refinance, Residential Mortgages
Education
University of North Carolina at Charlotte 1993 — 1997
BA, Communications
Wells Fargo September 2011 - Present
Ally Financial Inc. March 2011 - September 2011
Premier, Inc. November 2007 - March 2011
Skills
Business Analysis, Process Improvement, Data Analysis, Statistical Modeling, Capacity Planning, Technical Presentations, Presentation Development, Project Coordination, Reporting & Analysis, IT Infrastructure..., Executive Reporting, Business Intelligence, Data Modeling, Program Management, Requirements Analysis, SDLC, Visio, Cross-functional Team..., Requirements Gathering, Vendor Management, Analysis, SharePoint
Education
University of North Carolina at Charlotte 1997 — 2000
BSBA & BA, Management, HR, & Psychology
IntegrateIT April 2011 - Present
Wells Fargo February 2011 - April 2011
Skills
Integration, Software Project..., Software Development, SDLC, SharePoint, SQL, XML, Databases, Requirements Analysis, Agile Methodologies, Agile Project Management, Visio, Testing, PMP
Education
University of North Carolina at Charlotte 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, Economics
Wells Fargo September 2012 - Present
Wells Fargo February 2012 - September 2012
Wells Fargo September 2010 - September 2012
Empire Equity Group June 2008 - August 2010
Platinum Express Mortgage, Inc July 2007 - June 2008
Skills
Portfolio Management, Credit, Mortgage Lending, Risk Management, Credit Risk, Financial Analysis, Loans, Credit Analysis, Banking, Retail Banking, Commercial Lending, Commercial Banking, Consumer Lending, Loan Origination, Financial Services, Relationship Management, Financial Risk, Small Business Lending, Treasury Management, Cash Management, Wealth Management, Cross Selling, Underwriting, Mortgage Banking
Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.)
Wells Fargo April 2014 - October 2014
Medline Industries, Inc. January 2014 - March 2014
Abbott April 2013 - October 2013
College of American Pathologists 2008 - 2012
FMI 2007 - 2008
Walgreens 2005 - 2007
American Dental Association 1999 - 2004
Skills
Marketing Communications, Corporate Communications, Strategic Communications, Public Relations, Media Relations, Product Development, Brand Development, Advertising, Content Management, Writing, Editing, Journalism, Photography, Trade Show Management, Leadership, Event Planning, Facebook, Email Marketing, Press Releases, Trade Shows, Internal Communications, Newsletters, Marketing, Social Networking, Crisis Communications, Event Management, Social Media, Strategic Planning, Creative Direction
Education
University of North Carolina at Charlotte
Bachelor of Arts, English
Wells Fargo July 1998 - Present
Education
University of North Carolina at Charlotte 1994 — 1997
BS BA, Human Resource Management
Wells Fargo Bank July 2012 - Present
Wells Fargo October 2011 - July 2012
Wachovia August 2010 - October 2011
Education
University of North Carolina at Charlotte 2002 — 2008
Psychology
Wells Fargo April 2012 - Present
Wells Fargo May 2006 - April 2012
Brink’s May 2005 - March 2006
Merrill Lynch January 2003 - April 2005
Skills
Finance, Credit, Banking, Loans, Commercial Banking, Credit Analysis, Treasury Management, Commercial Lending, Mortgage Lending, Cash Management, Financial Analysis, Investments, Financial Services, Small Business Lending, Microsoft Excel
Education
University of North Carolina at Charlotte 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo
Skills
Financial Analysis, Microsoft Excel, Finance, Microsoft Office, Customer Service, Banking, Management, Microsoft Word, Risk Management, Analysis
Education
University of North Carolina at Charlotte
Billy Graham Evangelistic Association August 2006 - Present
Forest Hill Church March 1998 - August 2006
Wells Fargo May 1995 - July 1997
Skills
Management, Leadership, Budgets, Retail, Events, Retail Buying, Trade Shows, Vendor Management, Team Building, Employee Training, Volunteer Management, Inventory Management, Merchandising, Strategic Planning
Education
University of North Carolina at Charlotte 1991 — 1994
Bachelor's degree, Business Administration and Management, General
Wells Fargo Vice PresidentWells Fargo Commercial Mortgage ServicingOctober 2010 - Present
Grandbridge Real Estate Capital January 2006 - October 2010
Education
University of North Carolina at Charlotte
Wells Fargo August 2007 - Present
wells Fargo August 2007 - Present
E Trade Financial Mortgage Svc March 2006 - April 2007
Hewitt Corporation January 2005 - March 2006
Skills
Finance, Management, Analysis, Credit, Investments, Portfolio Management, Mortgage Lending, Financial Planning, Payroll, Mutual Funds
Education
University of North Carolina at Charlotte
Electrical, Electronics and Communications Engineering
University of North Carolina at Charlotte
Electrical, Electronics and Communications Engineering
SCRUMX,INC May 2011 - Present
Wells Fargo July 2006 - April 2011
Office Depot February 2002 - June 2006
Skills
New Business Development, IT Recruitment, New Hire Training, Business Strategy, Strategic Partnerships, Marketing Strategy, Cross Functional Team..., new talent, Corporate Identity, Talent Acquisition
Education
University of North Carolina at Charlotte 1999 — 2003
Bachelor of Business Administration (B.B.A.), Information Technology
Wells Fargo February 2015 - Present
Pope Carpet and Floor Center March 2012 - September 2014
Wyndham Capital Mortgage April 2012 - July 2012
Snagajob August 2011 - April 2012
UnitedHealth Group August 2009 - August 2011
Education
University of North Carolina at Charlotte 2015 — 2017
Health/Health Care Administration/Management
Virginia Polytechnic Institute and State University 2006 — 2009
Bachelor of Arts (B.A.), History