Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Tracey Heatherly Tracey Heatherly's Wells Fargo Experience March 2008 - Present
Job Business Systems Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2008 - Present
Wachovia, A Wells Fargo Company January 2004 - March 2008
Wachovia Bank August 1999 - December 2003
Wachovia Bank March 1989 - August 1999
Skills
SDLC, Business Requirements, Requirements Gathering, User Acceptance Testing, Process Improvement, SharePoint, Vendor Management, Requirements Analysis, Visio, Business Analysis, SQL, Integration, Business Process..., Banking
Education
University of North Carolina at Charlotte
Bachelor's degree, Industrial and Organizational Psychology
Wells Fargo March 2008 - Present
Wachovia, A Wells Fargo Company January 2004 - March 2008
Wachovia Bank August 1999 - December 2003
Wachovia Bank March 1989 - August 1999
Skills
SDLC, Business Requirements, Requirements Gathering, User Acceptance Testing, Process Improvement, SharePoint, Vendor Management, Requirements Analysis, Visio, Business Analysis, SQL, Integration, Business Process..., Banking
Education
University of North Carolina at Charlotte
Bachelor's degree, Industrial and Organizational Psychology
Jason Loden Jason Loden's Wells Fargo Experience March 2015 - Present
Job Head of Risk Management, Specialized Lending & Investment at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo September 2009 - February 2015
Wachovia, A Wells Fargo Company May 2006 - September 2009
Wachovia, A Wells Fargo Company February 2004 - May 2006
Wachovia, A Wells Fargo Company April 2001 - March 2004
Wachovia, A Wells Fargo Company February 1995 - March 2001
Wachovia, A Wells Fargo Company May 1994 - January 1995
Skills
Risk Management, Capital Markets, Banking, Fixed Income, Investment Banking, Operational Risk, AML, Strategic Planning, Leadership, Operations Management, Series 7, Securities, Management, Governance, Series 63, Budgets, Equities, Financial Analysis, Operational Risk..., Regulatory Filings, Series 24, Series 99, Series 79, OFAC, Financial Risk, Financial Services, Enterprise Risk..., KYC, Back Office, Bank Secrecy Act, Financial Markets, Due Diligence, Settlement, Bonds, Structured Products, Fraud, Internal Audit, Trading Systems, Mergers, Middle Office, Executive Management, Vendor Management, Financial Regulation, Investments, Relationship Management, Derivatives, FINRA, Credit Risk
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Executive Education, Advanced Risk Management Program
University of North Carolina at Charlotte - Belk College of Business 1990 — 1994
BS, Finance
Loyola High School Blakefield 1986 — 1990
-, General
Wells Fargo March 2015 - Present
Wells Fargo September 2009 - February 2015
Wachovia, A Wells Fargo Company May 2006 - September 2009
Wachovia, A Wells Fargo Company February 2004 - May 2006
Wachovia, A Wells Fargo Company April 2001 - March 2004
Wachovia, A Wells Fargo Company February 1995 - March 2001
Wachovia, A Wells Fargo Company May 1994 - January 1995
Skills
Risk Management, Capital Markets, Banking, Fixed Income, Investment Banking, Operational Risk, AML, Strategic Planning, Leadership, Operations Management, Series 7, Securities, Management, Governance, Series 63, Budgets, Equities, Financial Analysis, Operational Risk..., Regulatory Filings, Series 24, Series 99, Series 79, OFAC, Financial Risk, Financial Services, Enterprise Risk..., KYC, Back Office, Bank Secrecy Act, Financial Markets, Due Diligence, Settlement, Bonds, Structured Products, Fraud, Internal Audit, Trading Systems, Mergers, Middle Office, Executive Management, Vendor Management, Financial Regulation, Investments, Relationship Management, Derivatives, FINRA, Credit Risk
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Executive Education, Advanced Risk Management Program
University of North Carolina at Charlotte - Belk College of Business 1990 — 1994
BS, Finance
Loyola High School Blakefield 1986 — 1990
-, General
Tracy Bohl Tracy Bohl's Wells Fargo Experience September 2014 - Present
Job Business Systems Consultant Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo September 2014 - Present
Wachovia, A Wells Fargo Company April 2008 - September 2014
Wachovia, A Wells Fargo Company February 2006 - April 2008
Wachovia, A Wells Fargo Company June 1998 - February 2006
Skills
CRSP (Certification..., SDLC, Business Analysis, Business Requirements, Visio, Requirements Analysis, Requirements Gathering, Banking, User Acceptance Testing, Vendor Management, SQL, Integration, Process Improvement
Education
University of North Carolina at Charlotte 1994 — 1996
MS, Applied Mathematics
Western Carolina University 1990 — 1994
BS, mathematics/computer science
Wells Fargo September 2014 - Present
Wachovia, A Wells Fargo Company April 2008 - September 2014
Wachovia, A Wells Fargo Company February 2006 - April 2008
Wachovia, A Wells Fargo Company June 1998 - February 2006
Skills
CRSP (Certification..., SDLC, Business Analysis, Business Requirements, Visio, Requirements Analysis, Requirements Gathering, Banking, User Acceptance Testing, Vendor Management, SQL, Integration, Process Improvement
Education
University of North Carolina at Charlotte 1994 — 1996
MS, Applied Mathematics
Western Carolina University 1990 — 1994
BS, mathematics/computer science
Cris Farroch, lssbb Cris Farroch, lssbb's Wells Fargo Experience February 2014 - August 2015
Job Enterprise Stress Testing Consultant at Bank of America
Industry Banking
Experience
Bank of America August 2015 - Present
Wells Fargo February 2014 - August 2015
ettain group April 2012 - August 2015
WeRx.org May 2011 - February 2014
Client: ally bank - Brand & Digital Group (eCommerce) August 2012 - December 2012
Client: Belk Corporate eCommerce Dept. April 2012 - July 2012
Client: Clarke Allen Group January 2011 - April 2012
Client: Bergman Brothers March 2011 - May 2011
Client: Conte Restaurant Group May 2010 - January 2011
Edging Plus Inc. (EPI) December 1993 - June 1999
Skills
Management Consulting, Strategic Planning, Business Strategy, Program Management, Engagement Management, Global Strategy, Strategy, Strategy Execution, International Project..., Project Management, Project Planning, Change Management, Leadership, Leadership Development, Team Leadership, Cross-functional Team..., Culture Development, Leading Change, Cultural Transformation, Business Transformation, Process Improvement, Business Process..., Cross-functional..., MS Project, Microsoft Office, Visio, Six Sigma, Kaizen, Lean Management, Takt
Education
University of North Carolina at Greensboro 1984 — 1986
Western Carolina University 1982 — 1984
Bank of America August 2015 - Present
Wells Fargo February 2014 - August 2015
ettain group April 2012 - August 2015
WeRx.org May 2011 - February 2014
Client: ally bank - Brand & Digital Group (eCommerce) August 2012 - December 2012
Client: Belk Corporate eCommerce Dept. April 2012 - July 2012
Client: Clarke Allen Group January 2011 - April 2012
Client: Bergman Brothers March 2011 - May 2011
Client: Conte Restaurant Group May 2010 - January 2011
Edging Plus Inc. (EPI) December 1993 - June 1999
Skills
Management Consulting, Strategic Planning, Business Strategy, Program Management, Engagement Management, Global Strategy, Strategy, Strategy Execution, International Project..., Project Management, Project Planning, Change Management, Leadership, Leadership Development, Team Leadership, Cross-functional Team..., Culture Development, Leading Change, Cultural Transformation, Business Transformation, Process Improvement, Business Process..., Cross-functional..., MS Project, Microsoft Office, Visio, Six Sigma, Kaizen, Lean Management, Takt
Education
University of North Carolina at Greensboro 1984 — 1986
Western Carolina University 1982 — 1984
Derek Dewhurst Derek Dewhurst's Wells Fargo Experience November 2013 - Present
Job Credit Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Carolina Premier Bank January 2013 - November 2013
NewDominion Bank February 2012 - August 2012
RBC Bank September 2009 - February 2011
Washington Mutual, Inc. June 2005 - February 2007
Skills
Credit Risk
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo November 2013 - Present
Carolina Premier Bank January 2013 - November 2013
NewDominion Bank February 2012 - August 2012
RBC Bank September 2009 - February 2011
Washington Mutual, Inc. June 2005 - February 2007
Skills
Credit Risk
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Katie Xie Katie Xie's Wells Fargo Experience May 2013 - Present
Job Credit Analyst II
Industry Financial Services
Jennifer Brow's Wells Fargo Experience 2006 - Present
Job Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2006 - Present
Charlotte Bobcats 2006 - 2006
Bovis Lend Lease 2002 - 2004
Belk Stores Services 1995 - 2002
Skills
Wealth Management, Competitive Analysis, Sales Plan, Sales Force Development, Investments, Relationship Marketing, Business Development, Marketing, Asset Managment, Management, Sales, New Business Development, Strategy, Project Management, Mutual Funds, Asset Allocation, Investment Management, Analysis, Relationship Management, Portfolio Management, Asset Management, Financial Services, Program Management, Finance, Series 63, Alternative Investments, Financial Analysis, Fixed Income, Series 7, Banking
Education
University of North Carolina at Charlotte - Belk College of Business
BSBA, Marketing, Political Science, European Union Studies
Wellington High School
Wells Fargo 2006 - Present
Charlotte Bobcats 2006 - 2006
Bovis Lend Lease 2002 - 2004
Belk Stores Services 1995 - 2002
Skills
Wealth Management, Competitive Analysis, Sales Plan, Sales Force Development, Investments, Relationship Marketing, Business Development, Marketing, Asset Managment, Management, Sales, New Business Development, Strategy, Project Management, Mutual Funds, Asset Allocation, Investment Management, Analysis, Relationship Management, Portfolio Management, Asset Management, Financial Services, Program Management, Finance, Series 63, Alternative Investments, Financial Analysis, Fixed Income, Series 7, Banking
Education
University of North Carolina at Charlotte - Belk College of Business
BSBA, Marketing, Political Science, European Union Studies
Wellington High School
Heather Bullard, CMB Heather Bullard, CMB's Wells Fargo Experience 2001 - 2006
Job Client Service Consultant, Correspondent at Stearns Lending (NMLS #1854)
Industry Financial Services
Experience
Stearns Lending (NMLS #1854) October 2014 - Present
Radian Guaranty March 2014 - October 2014
Envoy Mortgage Correspondent December 2013 - March 2014
Wells Fargo Funding April 2006 - November 2013
Wells Fargo 2001 - 2006
First Charter Bank November 2002 - January 2003
Wells Fargo Financial 1997 - 2002
Skills
Mortgage Lending, Banking, Loans, Mortgage Banking, Residential Mortgages, Loan Origination, Financial Services, FHA, Underwriting, Credit, Mortgage Underwriting, Program Management, Consumer Lending, Refinance, Secondary Mortgage..., Capital Markets, Sales
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
Bachelor's degree, Finance and Financial Management Services
CMB
Stearns Lending (NMLS #1854) October 2014 - Present
Radian Guaranty March 2014 - October 2014
Envoy Mortgage Correspondent December 2013 - March 2014
Wells Fargo Funding April 2006 - November 2013
Wells Fargo 2001 - 2006
First Charter Bank November 2002 - January 2003
Wells Fargo Financial 1997 - 2002
Skills
Mortgage Lending, Banking, Loans, Mortgage Banking, Residential Mortgages, Loan Origination, Financial Services, FHA, Underwriting, Credit, Mortgage Underwriting, Program Management, Consumer Lending, Refinance, Secondary Mortgage..., Capital Markets, Sales
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
Bachelor's degree, Finance and Financial Management Services
CMB
Jonathan Lindsay, PMP Jonathan Lindsay, PMP's Wells Fargo Experience November 2013 - Present
Job Technical Account Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft December 2013 - Present
Wells Fargo November 2013 - Present
Wachovia Bank October 2005 - December 2013
Wells Fargo Bank November 2009 - October 2011
Wachovia Corp 2005 - October 2009
Wachovia Bank October 2005 - August 2009
Nu Lambda Foundation, Inc December 2001 - December 2005
Nu Lambda Foundation, Inc December 2001 - December 2005
Ace Media May 1998 - December 2005
Springs Industries August 2002 - October 2005
Skills
Business Intelligence, Data Warehousing, Integration, Requirements Gathering, Oracle, Databases, SQL, Microsoft SQL Server, Process Improvement, Testing, Program Management, ERP, Cross-functional Team..., User Acceptance Testing, Project Management, Six Sigma, ETL, JavaScript, Management, SDLC, Business Analysis, Leadership, Credit, SharePoint, Visio, Risk Management, Team Building
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2003
MBA, Information Technology Mgmt
University of North Carolina at
M.B.A, Information Technology Mgmt
University of North Carolina at
M.B.A, Information Technology Mgmt
Winston-Salem State University 1992 — 1996
BS, Computer Science
Winston-Salem State University
B.S, Computer Science
Winston-Salem State University
B.S, Computer Science
South Mecklenburg High School 1989 — 1992
Microsoft December 2013 - Present
Wells Fargo November 2013 - Present
Wachovia Bank October 2005 - December 2013
Wells Fargo Bank November 2009 - October 2011
Wachovia Corp 2005 - October 2009
Wachovia Bank October 2005 - August 2009
Nu Lambda Foundation, Inc December 2001 - December 2005
Nu Lambda Foundation, Inc December 2001 - December 2005
Ace Media May 1998 - December 2005
Springs Industries August 2002 - October 2005
Skills
Business Intelligence, Data Warehousing, Integration, Requirements Gathering, Oracle, Databases, SQL, Microsoft SQL Server, Process Improvement, Testing, Program Management, ERP, Cross-functional Team..., User Acceptance Testing, Project Management, Six Sigma, ETL, JavaScript, Management, SDLC, Business Analysis, Leadership, Credit, SharePoint, Visio, Risk Management, Team Building
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2003
MBA, Information Technology Mgmt
University of North Carolina at
M.B.A, Information Technology Mgmt
University of North Carolina at
M.B.A, Information Technology Mgmt
Winston-Salem State University 1992 — 1996
BS, Computer Science
Winston-Salem State University
B.S, Computer Science
Winston-Salem State University
B.S, Computer Science
South Mecklenburg High School 1989 — 1992
Naveen Yeri Naveen Yeri's Wells Fargo Experience July 2014 - Present
Job Vice President of Fraud Strategy, Data and Analytics at Wells Fargo Consumer Lending
Industry Banking
Experience
Wells Fargo July 2014 - Present
IBM July 2012 - July 2014
Bank of America December 2009 - July 2012
Bank of America November 2006 - November 2009
Bank of America January 2005 - October 2006
Bank of America February 2003 - December 2004
Norfolk Southern Corporation, Roanoke, VA January 2002 - December 2002
Interactive Design and Development Blacksburg, VA June 2000 - December 2001
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
MBA, Finance&Marketing
Virginia Polytechnic Institute and State University 2000 — 2002
MS, Industrial Engg-Operations Research
National Institute of Engg., Mysore 1995 — 1999
Bachelor of Engineering, Industrial and Production Engineering
Wells Fargo July 2014 - Present
IBM July 2012 - July 2014
Bank of America December 2009 - July 2012
Bank of America November 2006 - November 2009
Bank of America January 2005 - October 2006
Bank of America February 2003 - December 2004
Norfolk Southern Corporation, Roanoke, VA January 2002 - December 2002
Interactive Design and Development Blacksburg, VA June 2000 - December 2001
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
MBA, Finance&Marketing
Virginia Polytechnic Institute and State University 2000 — 2002
MS, Industrial Engg-Operations Research
National Institute of Engg., Mysore 1995 — 1999
Bachelor of Engineering, Industrial and Production Engineering
Brandon Snow Brandon Snow's Wells Fargo Experience May 2004 - June 2010
Job Mortgage Capital Markets, Whole Loan Acquisitions, Transaction and Business Development Management
Industry Financial Services
Experience
Ally Financial Inc. January 2013 - Present
New American Mortgage June 2012 - January 2013
Prospect Mortgage, LLC January 2012 - July 2012
Cunningham & Company July 2010 - December 2011
Wells Fargo May 2004 - June 2010
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
B.S.B.A, Finance, History
Providence High School
Ally Financial Inc. January 2013 - Present
New American Mortgage June 2012 - January 2013
Prospect Mortgage, LLC January 2012 - July 2012
Cunningham & Company July 2010 - December 2011
Wells Fargo May 2004 - June 2010
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
B.S.B.A, Finance, History
Providence High School
Amy Liles Amy Liles's Wells Fargo Experience January 2010 - February 2011
Job Product Marketing Manager at Bedrock Business Media
Industry Marketing and Advertising
Experience
Bedrock Business Media March 2015 - Present
LendingTree February 2014 - March 2015
Extended Stay America July 2012 - February 2014
SunTrust Bank January 2011 - July 2012
Wells Fargo January 2010 - February 2011
AT&T Small Business Care September 2004 - January 2010
Skills
Sales, Forecasting, Sales Operations, Project Management, Social Media Marketing, Sales Management, Time Management, Marketing Strategy, Marketing, Account Management, Finance, Process Improvement, Business Development, Public Relations, Marketing Communications, Event Management, Business Analysis, New Business Development, Strategic Planning, Revenue Analysis, Strategic Financial..., Market Analysis, Revenue Forecasting, Revenue Cycle, Financial Reporting, Reporting & Analysis, Standards Development
Education
University of North Carolina at Greensboro
Bedrock Business Media March 2015 - Present
LendingTree February 2014 - March 2015
Extended Stay America July 2012 - February 2014
SunTrust Bank January 2011 - July 2012
Wells Fargo January 2010 - February 2011
AT&T Small Business Care September 2004 - January 2010
Skills
Sales, Forecasting, Sales Operations, Project Management, Social Media Marketing, Sales Management, Time Management, Marketing Strategy, Marketing, Account Management, Finance, Process Improvement, Business Development, Public Relations, Marketing Communications, Event Management, Business Analysis, New Business Development, Strategic Planning, Revenue Analysis, Strategic Financial..., Market Analysis, Revenue Forecasting, Revenue Cycle, Financial Reporting, Reporting & Analysis, Standards Development
Education
University of North Carolina at Greensboro
Brandolyn Chieco's Wells Fargo Experience May 2010 - March 2012
Job Human Resources Manager & Marketing Director
Industry Entertainment
Experience
Front Edge Marketing March 2012 - Present
Wells Fargo May 2010 - March 2012
Wells Fargo November 2009 - May 2010
Skills
Credit, Customer Service, Excel, PowerPoint, Customer Relations, Financial Planning, Social Media Marketing, Website Creation, Microsoft Office, Mac OS X, Office Administration, Human Resources, Microsoft Excel, Event Management, Marketing Strategy, Marketing Communications, Online Advertising
Education
University of North Carolina at Greensboro 2005 — 2009
Bachelor of Arts, English
Front Edge Marketing March 2012 - Present
Wells Fargo May 2010 - March 2012
Wells Fargo November 2009 - May 2010
Skills
Credit, Customer Service, Excel, PowerPoint, Customer Relations, Financial Planning, Social Media Marketing, Website Creation, Microsoft Office, Mac OS X, Office Administration, Human Resources, Microsoft Excel, Event Management, Marketing Strategy, Marketing Communications, Online Advertising
Education
University of North Carolina at Greensboro 2005 — 2009
Bachelor of Arts, English
Kara Downer Kara Downer's Wells Fargo Experience January 2014 - Present
Job Financial Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2014 - Present
Ginkgo Residential September 2005 - December 2013
Summit Properties 1999 - 2005
Skills
Real Estate, Property Management, Software Implementation, Budget Preparation, Customer Relations, Customer Service, Budgets, Team Building, Financial Reporting, Residential Homes, Accounting, Training, Strategic Planning, Apartments, Change Management, Due Diligence, Leases, Financial Analysis, Management, Analysis, Sales
Education
University of North Carolina at Charlotte - Belk College of Business
BS MIS, Accounting
Wells Fargo January 2014 - Present
Ginkgo Residential September 2005 - December 2013
Summit Properties 1999 - 2005
Skills
Real Estate, Property Management, Software Implementation, Budget Preparation, Customer Relations, Customer Service, Budgets, Team Building, Financial Reporting, Residential Homes, Accounting, Training, Strategic Planning, Apartments, Change Management, Due Diligence, Leases, Financial Analysis, Management, Analysis, Sales
Education
University of North Carolina at Charlotte - Belk College of Business
BS MIS, Accounting
Juan C. Martinez Juan C. Martinez's Wells Fargo Experience June 2011 - September 2011
Job JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2015 - Present
Deutsche Bank November 2013 - April 2015
Deutsche Bank January 2013 - November 2013
Deutsche Bank April 2012 - January 2013
ADECCO USA INC December 2011 - April 2012
Wells Fargo June 2011 - September 2011
Young Entrepreneurs Association October 2010 - May 2011
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
Bachelor of Science (BS), Finance
JPMorgan Chase & Co. April 2015 - Present
Deutsche Bank November 2013 - April 2015
Deutsche Bank January 2013 - November 2013
Deutsche Bank April 2012 - January 2013
ADECCO USA INC December 2011 - April 2012
Wells Fargo June 2011 - September 2011
Young Entrepreneurs Association October 2010 - May 2011
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
Bachelor of Science (BS), Finance
Brandie Drumwright Brandie Drumwright's Wells Fargo Experience June 2010 - May 2013
Job Business Management Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
DIVERSANT, LLC May 2014 - October 2014
Wells Fargo June 2010 - May 2013
Wachovia, A Wells Fargo Company April 2007 - June 2010
Diversity Den Cafe 2009 - 2009
Wachovia, A Wells Fargo Company November 2005 - April 2007
Horton Smith Management November 2003 - December 2004
HoneyBaked Ham May 2004 - September 2004
Skills
Training, Event Planning, Marketing, Leadership, Management, Team Building, Process Improvement, Customer Service, Theatre, Music, Public Relations, Sales, Recruiting, Advertising, Communication, Graphic Design, Singing, Performing Arts, Meeting Planning, Live Meeting, Talent Booking, Coaching, Event Management, Strategic Planning, Fundraising, Sponsorship, Entertainment, Social Networking, Vendor Management
Education
University of North Carolina at Greensboro 2000 — 2004
Bachelor of Arts (B.A.), Media Studies, Theatre
Hillside High School 1996 — 2000
High School Diploma, General Studies
TIAA-CREF October 2014 - Present
DIVERSANT, LLC May 2014 - October 2014
Wells Fargo June 2010 - May 2013
Wachovia, A Wells Fargo Company April 2007 - June 2010
Diversity Den Cafe 2009 - 2009
Wachovia, A Wells Fargo Company November 2005 - April 2007
Horton Smith Management November 2003 - December 2004
HoneyBaked Ham May 2004 - September 2004
Skills
Training, Event Planning, Marketing, Leadership, Management, Team Building, Process Improvement, Customer Service, Theatre, Music, Public Relations, Sales, Recruiting, Advertising, Communication, Graphic Design, Singing, Performing Arts, Meeting Planning, Live Meeting, Talent Booking, Coaching, Event Management, Strategic Planning, Fundraising, Sponsorship, Entertainment, Social Networking, Vendor Management
Education
University of North Carolina at Greensboro 2000 — 2004
Bachelor of Arts (B.A.), Media Studies, Theatre
Hillside High School 1996 — 2000
High School Diploma, General Studies
Jennifer Quade Knox Jennifer Quade Knox's Wells Fargo Experience April 2012 - April 2014
Job Recruiter with Wells Fargo Advisors
Industry Human Resources
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo April 2012 - April 2014
Scientific Research Corporation January 2011 - April 2012
Scholastic Book Fairs November 2007 - July 2010
Moses Cone Health System March 2003 - October 2007
Skills
Applicant Tracking..., Onboarding, Talent Acquisition, College Recruiting, Technical Recruiting, Recruiting, Internet Recruiting, Human Resources, HRIS, Sourcing, Talent Management, Resume Writing, Screening Resumes, Interviews, New Hire Orientations, Staffing Services, Temporary Placement, Workforce Planning
Education
AIRS 2011 — 2011
CIR
University of North Carolina at Greensboro 1997 — 2004
BA
Wells Fargo Advisors April 2014 - Present
Wells Fargo April 2012 - April 2014
Scientific Research Corporation January 2011 - April 2012
Scholastic Book Fairs November 2007 - July 2010
Moses Cone Health System March 2003 - October 2007
Skills
Applicant Tracking..., Onboarding, Talent Acquisition, College Recruiting, Technical Recruiting, Recruiting, Internet Recruiting, Human Resources, HRIS, Sourcing, Talent Management, Resume Writing, Screening Resumes, Interviews, New Hire Orientations, Staffing Services, Temporary Placement, Workforce Planning
Education
AIRS 2011 — 2011
CIR
University of North Carolina at Greensboro 1997 — 2004
BA
Robert Pyner Robert Pyner's Wells Fargo Experience May 2012 - April 2013
Job Senior Loan Officer at SunTrust Mortgage
Industry Restaurants
Experience
SunTrust Mortgage April 2013 - Present
Wells Fargo May 2012 - April 2013
RedVentures October 2009 - February 2011
Brand Clarity October 2009 - January 2010
Equitable Realty August 2008 - December 2008
Carrabba's Italian Grill March 2003 - March 2005
Carrabbas Italian Grill May 2002 - January 2005
Skills
Sales, Customer Service, Budgets, Visio, Microsoft Excel, Microsoft Office, PowerPoint, New Business Development, Forecasting, Management, Market Research, Analysis, Strategy, Leadership, Training, Team Building, Salesforce.com, Account Management, Process Improvement
Education
University of North Carolina 2006 — 2008
Bachelor of Science, Business Administration Marketing
University of North Carolina at Charlotte - Belk College of Business 2006 — 2008
BSBA, Marketing
Southwest Virginia Community CollegeMay 2006 2005 — 2006
Associates, General Studies
SunTrust Mortgage April 2013 - Present
Wells Fargo May 2012 - April 2013
RedVentures October 2009 - February 2011
Brand Clarity October 2009 - January 2010
Equitable Realty August 2008 - December 2008
Carrabba's Italian Grill March 2003 - March 2005
Carrabbas Italian Grill May 2002 - January 2005
Skills
Sales, Customer Service, Budgets, Visio, Microsoft Excel, Microsoft Office, PowerPoint, New Business Development, Forecasting, Management, Market Research, Analysis, Strategy, Leadership, Training, Team Building, Salesforce.com, Account Management, Process Improvement
Education
University of North Carolina 2006 — 2008
Bachelor of Science, Business Administration Marketing
University of North Carolina at Charlotte - Belk College of Business 2006 — 2008
BSBA, Marketing
Southwest Virginia Community CollegeMay 2006 2005 — 2006
Associates, General Studies
Jan Hutchison, CISA, CIA Jan Hutchison, CISA, CIA's Wells Fargo Experience August 2002 - June 2010
Job VP Senior Audit SupervisorIT Audit at Bank of America
Industry Financial Services
Experience
Bank of America June 2010 - Present
Wells Fargo August 2002 - June 2010
Skills
Banking, Enterprise Risk..., Risk Management, Operational Risk, Process Improvement, Auditing, Leadership, Operational Risk..., Project Management, Sarbanes-Oxley Act, Financial Services, Financial Risk, Internal Audit, Internal Controls
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2002
BS, Business Administration-Finance Management and MIS
Bank of America June 2010 - Present
Wells Fargo August 2002 - June 2010
Skills
Banking, Enterprise Risk..., Risk Management, Operational Risk, Process Improvement, Auditing, Leadership, Operational Risk..., Project Management, Sarbanes-Oxley Act, Financial Services, Financial Risk, Internal Audit, Internal Controls
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2002
BS, Business Administration-Finance Management and MIS
Ben Prejean's Wells Fargo Experience January 2014 - Present
Job Systems Architect at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2014 - Present
Wells Fargo May 2012 - December 2013
Inmar November 2010 - April 2012
Center for Creative Leadership October 2009 - December 2010
Inmar March 2009 - October 2009
Center for Creative Leadership January 2004 - March 2009
Center for Creative Leadership March 2003 - December 2003
Cavalier Homes, Inc. October 2001 - February 2003
Skills
ASP.NET, SharePoint, Microsoft SQL Server, TFS, .NET, WCF, Scrum, T-SQL, Software Development, SQL, SDLC, SSIS, Agile Methodologies, Business Intelligence, SSRS, Visio, WinForms, Silverlight, jQuery, Microsoft Technologies, OOP, Powershell
Education
University of North Carolina at Greensboro 1998 — 2001
B.S., Computer Science
Wells Fargo January 2014 - Present
Wells Fargo May 2012 - December 2013
Inmar November 2010 - April 2012
Center for Creative Leadership October 2009 - December 2010
Inmar March 2009 - October 2009
Center for Creative Leadership January 2004 - March 2009
Center for Creative Leadership March 2003 - December 2003
Cavalier Homes, Inc. October 2001 - February 2003
Skills
ASP.NET, SharePoint, Microsoft SQL Server, TFS, .NET, WCF, Scrum, T-SQL, Software Development, SQL, SDLC, SSIS, Agile Methodologies, Business Intelligence, SSRS, Visio, WinForms, Silverlight, jQuery, Microsoft Technologies, OOP, Powershell
Education
University of North Carolina at Greensboro 1998 — 2001
B.S., Computer Science
Byron Blizzard Byron Blizzard's Wells Fargo Experience October 1994 - Present
Job Collateral Appraiser at Wells Fargo
Industry Real Estate
Experience
Wells Fargo October 1994 - Present
Skills
Real Estate, Market Research, Investment Properties, Valuation, Appraisals, Real Estate Transactions, REO, Real Estate Economics, Commercial Real Estate, Foreclosures, Disposition, Leases, FHA, Investors, Brokerage, Real Estate Financing, Dispositions, Real Estate Development
Education
University of North Carolina at Charlotte - Belk College of Business 1987 — 1991
Bachelor of Science (B.S.), Business Administration with Finance Concentration
East Mecklenburg High School
East Mecklenburg High School
Wells Fargo October 1994 - Present
Skills
Real Estate, Market Research, Investment Properties, Valuation, Appraisals, Real Estate Transactions, REO, Real Estate Economics, Commercial Real Estate, Foreclosures, Disposition, Leases, FHA, Investors, Brokerage, Real Estate Financing, Dispositions, Real Estate Development
Education
University of North Carolina at Charlotte - Belk College of Business 1987 — 1991
Bachelor of Science (B.S.), Business Administration with Finance Concentration
East Mecklenburg High School
East Mecklenburg High School
Gary Dove, PMP Gary Dove, PMP's Wells Fargo Experience November 2013 - Present
Job Senior Maintenance Planner at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Wells Fargo November 2009 - November 2013
Wells Fargo February 2004 - September 2009
Charles Schwab, Inc. 2000 - 2004
First Union 1998 - 2000
Skills
Business Analysis, Relationship Management, Visio, Integration, MS Project, Risk Management, User Acceptance Testing, Project Management, Business Process, PMO, SharePoint, Cross-functional Team..., Program Management, Requirements Gathering, Service Delivery, Vendor Management, PMP, IT Strategy, Software Development, Disaster Recovery, ITIL, Quality Assurance, Resource Management, Microsoft SQL Server, Management, Project Portfolio..., Databases, SDLC, Software Documentation, CRM, Leadership, Enterprise Architecture, Budgets, Training, Team Leadership, Team Management, Process Improvement, IT Management
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 1998
MBA, Information Technology Management
Bluefield State College 1992 — 1996
Business Administration, Accounting & Management
Wells Fargo November 2013 - Present
Wells Fargo November 2009 - November 2013
Wells Fargo February 2004 - September 2009
Charles Schwab, Inc. 2000 - 2004
First Union 1998 - 2000
Skills
Business Analysis, Relationship Management, Visio, Integration, MS Project, Risk Management, User Acceptance Testing, Project Management, Business Process, PMO, SharePoint, Cross-functional Team..., Program Management, Requirements Gathering, Service Delivery, Vendor Management, PMP, IT Strategy, Software Development, Disaster Recovery, ITIL, Quality Assurance, Resource Management, Microsoft SQL Server, Management, Project Portfolio..., Databases, SDLC, Software Documentation, CRM, Leadership, Enterprise Architecture, Budgets, Training, Team Leadership, Team Management, Process Improvement, IT Management
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 1998
MBA, Information Technology Management
Bluefield State College 1992 — 1996
Business Administration, Accounting & Management
Lawrence Belton Jr, CISSP, GAWN,GCIH's Wells Fargo Experience January 2014 - Present
Job Technology Manager, Cyber Threat at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2014 - Present
Wells Fargo June 2012 - January 2014
Wells Fargo February 2010 - June 2012
Wachovia June 2008 - September 2011
Wachovia Bank March 2007 - June 2008
Circuit City 2004 - 2008
Wachovia August 2004 - October 2006
Skills
Disaster Recovery, Security, CISSP, Information Security, Active Directory, Project Management, Enterprise Architecture, Business Process, Troubleshooting, IT Audit, Network Security, Information Security..., Business Continuity, Firewalls, PCI DSS
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
BSBA, Management Information Systems
Wells Fargo January 2014 - Present
Wells Fargo June 2012 - January 2014
Wells Fargo February 2010 - June 2012
Wachovia June 2008 - September 2011
Wachovia Bank March 2007 - June 2008
Circuit City 2004 - 2008
Wachovia August 2004 - October 2006
Skills
Disaster Recovery, Security, CISSP, Information Security, Active Directory, Project Management, Enterprise Architecture, Business Process, Troubleshooting, IT Audit, Network Security, Information Security..., Business Continuity, Firewalls, PCI DSS
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
BSBA, Management Information Systems
Dana Witherspoon, MBA Dana Witherspoon, MBA's Wells Fargo Experience July 2013 - Present
Job Financial Consultant
Industry Banking
Experience
Wells Fargo July 2013 - Present
TIAA-CREF July 2011 - July 2013
Wells Fargo February 2008 - October 2010
Evergreen Investments July 2007 - February 2008
Evergreen Investments November 2004 - July 2007
Wachovia, A Wells Fargo Company April 2003 - November 2004
Wachovia, A Wells Fargo Company August 2002 - April 2003
Wachovia August 1998 - August 2002
GENERAL ELECTRIC - LIGHTING August 1997 - December 1997
Skills
Access, Account Reconciliation, Accounting, Analysis, Finance, Forecasting, Process Improvement
Education
University of Phoenix 2007 — 2008
Masters, Business Administration
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science, Business Administration; Management
Wells Fargo July 2013 - Present
TIAA-CREF July 2011 - July 2013
Wells Fargo February 2008 - October 2010
Evergreen Investments July 2007 - February 2008
Evergreen Investments November 2004 - July 2007
Wachovia, A Wells Fargo Company April 2003 - November 2004
Wachovia, A Wells Fargo Company August 2002 - April 2003
Wachovia August 1998 - August 2002
GENERAL ELECTRIC - LIGHTING August 1997 - December 1997
Skills
Access, Account Reconciliation, Accounting, Analysis, Finance, Forecasting, Process Improvement
Education
University of Phoenix 2007 — 2008
Masters, Business Administration
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science, Business Administration; Management
Josanne David Josanne David's Wells Fargo Experience June 2014 - Present
Job Wholesale Banking Auditor at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo June 2013 - May 2014
SIFE January 2011 - June 2013
AVEDA INSTITUTE CHARLOTTE January 2009 - January 2011
MICHELE NASSANEY DESIGNS March 2008 - June 2009
Fulfilment Fest Jerusalem July 2007 - March 2008
The Call Nashville July 2006 - July 2007
Skills
Social Media, Marketing Strategy, Sales Management, Customer Service, Entrepreneurship, Business Strategy, Team Management, Team Leadership, Project Management, Risk Management, Management, Analysis, Time Management, Sales, Budgets, Microsoft Excel, Finance, Marketing, PowerPoint, Process Improvement, Public Speaking, Leadership
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2013
Bachelor of Science, Finance
Wells Fargo June 2014 - Present
Wells Fargo June 2013 - May 2014
SIFE January 2011 - June 2013
AVEDA INSTITUTE CHARLOTTE January 2009 - January 2011
MICHELE NASSANEY DESIGNS March 2008 - June 2009
Fulfilment Fest Jerusalem July 2007 - March 2008
The Call Nashville July 2006 - July 2007
Skills
Social Media, Marketing Strategy, Sales Management, Customer Service, Entrepreneurship, Business Strategy, Team Management, Team Leadership, Project Management, Risk Management, Management, Analysis, Time Management, Sales, Budgets, Microsoft Excel, Finance, Marketing, PowerPoint, Process Improvement, Public Speaking, Leadership
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2013
Bachelor of Science, Finance
Christopher Gabb Christopher Gabb's Wells Fargo Experience December 2014 - May 2015
Job Analytic Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo December 2014 - May 2015
Globe Express Services September 2013 - August 2014
Compass Group North America September 2012 - June 2013
Harris Teeter January 2007 - May 2010
Skills
Accounting, QuickBooks, Payroll, Peachtree, Tax Preparation, SAP, Customer Service, Access, General Ledger, Account Reconciliation, Invoicing, Journal Entries, Accruals, Variance Analysis, Accounts Payable, Bank Reconciliation, Financial Analysis, Accounts Receivable, Financial Accounting
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2013
Bachelor's degree, Accounting
Wells Fargo Securities June 2015 - Present
Wells Fargo December 2014 - May 2015
Globe Express Services September 2013 - August 2014
Compass Group North America September 2012 - June 2013
Harris Teeter January 2007 - May 2010
Skills
Accounting, QuickBooks, Payroll, Peachtree, Tax Preparation, SAP, Customer Service, Access, General Ledger, Account Reconciliation, Invoicing, Journal Entries, Accruals, Variance Analysis, Accounts Payable, Bank Reconciliation, Financial Analysis, Accounts Receivable, Financial Accounting
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2013
Bachelor's degree, Accounting
Wendy Monroe, CPM Wendy Monroe, CPM's Wells Fargo Experience January 2001 - September 2002
Job Senior Property Manager at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield April 2012 - Present
Colony Development Partners, LLC October 2006 - September 2010
Ryan Homes September 2002 - October 2006
Wells Fargo January 2001 - September 2002
Education
University of North Carolina at Charlotte 1996 — 2000
Bachelor of Science in Business Administration, Finance
Cushman & Wakefield April 2012 - Present
Colony Development Partners, LLC October 2006 - September 2010
Ryan Homes September 2002 - October 2006
Wells Fargo January 2001 - September 2002
Education
University of North Carolina at Charlotte 1996 — 2000
Bachelor of Science in Business Administration, Finance
Sherry Connor Sherry Connor's Wells Fargo Experience December 2014 - Present
Job Private Mortgage Banker at Wells Fargo NMLSR 101116
Industry Real Estate
Experience
Wells Fargo December 2014 - Present
CertusBank April 2011 - December 2014
Coastal Mortgage September 2010 - March 2011
Fidelity & Trust Bank April 2008 - January 2011
MetLife 2009 - 2010
PTA Board at Eastover Elementary 2007 - 2008
Chase Manhattan Corporation 2001 - 2008
Centura Bank 1994 - 2000
Skills
Mortgage Lending, Loan Origination, FHA, Loans, USDA, Refinance, Government Loans, Residential Mortgages, Investments, Mortgage Marketing, Commercial Lending, Mortgage Banking, VA loans, Residential Homes, Condos, Finance, FHA financing, Super Jumbo, VA Loans, FHA Financing
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Garner High School 1986 — 1988
High School Diploma, general
Wells Fargo December 2014 - Present
CertusBank April 2011 - December 2014
Coastal Mortgage September 2010 - March 2011
Fidelity & Trust Bank April 2008 - January 2011
MetLife 2009 - 2010
PTA Board at Eastover Elementary 2007 - 2008
Chase Manhattan Corporation 2001 - 2008
Centura Bank 1994 - 2000
Skills
Mortgage Lending, Loan Origination, FHA, Loans, USDA, Refinance, Government Loans, Residential Mortgages, Investments, Mortgage Marketing, Commercial Lending, Mortgage Banking, VA loans, Residential Homes, Condos, Finance, FHA financing, Super Jumbo, VA Loans, FHA Financing
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Garner High School 1986 — 1988
High School Diploma, general
Sam Kirkland, CFA®, CAIA® Sam Kirkland, CFA®, CAIA®'s Wells Fargo Experience October 2013 - November 2014
Job Research Director at Wells Fargo Investment Institute
Industry Financial Services
Experience
Wells Fargo Investment Institute November 2014 - Present
Wells Fargo October 2013 - November 2014
Wells Fargo July 2010 - October 2013
Open Finance Network May 2003 - August 2009
UNC Charlotte 2005 - June 2009
Skills
Investments, Portfolio Management, Financial Analysis, Mutual Funds, Fixed Income, Asset Managment, Equities, Securities, Alternative Investments, Banking, Derivatives, Bloomberg, Risk Management, Investment Management, CAIA, Chartered Financial..., Asset Management, Bonds, Capital Markets, Corporate Finance, Credit Analysis, Due Diligence, FINRA, Financial Advisory, Financial Services, Trading, Retirement Planning, Wealth Management
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2003
MBA, Finance / Investments
Wells Fargo Investment Institute November 2014 - Present
Wells Fargo October 2013 - November 2014
Wells Fargo July 2010 - October 2013
Open Finance Network May 2003 - August 2009
UNC Charlotte 2005 - June 2009
Skills
Investments, Portfolio Management, Financial Analysis, Mutual Funds, Fixed Income, Asset Managment, Equities, Securities, Alternative Investments, Banking, Derivatives, Bloomberg, Risk Management, Investment Management, CAIA, Chartered Financial..., Asset Management, Bonds, Capital Markets, Corporate Finance, Credit Analysis, Due Diligence, FINRA, Financial Advisory, Financial Services, Trading, Retirement Planning, Wealth Management
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2003
MBA, Finance / Investments
Justin Pompey Justin Pompey's Wells Fargo Experience August 2014 - Present
Job Technology Manager at Wells Fargo; MBA
Industry Information Technology and Services
Experience
Wells Fargo August 2014 - Present
Wells Fargo Bank May 2011 - August 2014
DataTech Ventures March 2011 - May 2011
DataTech Ventures April 2005 - May 2011
DataTech Ventures July 2003 - April 2005
SGL Carbon April 2004 - March 2005
Skills
Business Intelligence, Data Warehousing, SSIS, SQL Server, SSRS, MySQL, ETL, Database Design, Database Administration, Software Project..., Agile Project Management, Microsoft SQL Server, Linux, Databases, Performance Tuning, Replication, Project Management, Scrum, Requirements Analysis, Software Development, Windows Server, Disaster Recovery, Agile Methodologies, Business Process, Oracle, Bottled Water, Freestyle, Mixtapes
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2012
MBA, Information Technology, 4.0
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
Bachelor, Management Information Systems
Wells Fargo August 2014 - Present
Wells Fargo Bank May 2011 - August 2014
DataTech Ventures March 2011 - May 2011
DataTech Ventures April 2005 - May 2011
DataTech Ventures July 2003 - April 2005
SGL Carbon April 2004 - March 2005
Skills
Business Intelligence, Data Warehousing, SSIS, SQL Server, SSRS, MySQL, ETL, Database Design, Database Administration, Software Project..., Agile Project Management, Microsoft SQL Server, Linux, Databases, Performance Tuning, Replication, Project Management, Scrum, Requirements Analysis, Software Development, Windows Server, Disaster Recovery, Agile Methodologies, Business Process, Oracle, Bottled Water, Freestyle, Mixtapes
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2012
MBA, Information Technology, 4.0
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
Bachelor, Management Information Systems
Pinakin Amin's Wells Fargo Experience April 2010 - February 2012
Job Mortgage Underwriter Risk Analyst
Industry Banking
Experience
Bank of America February 2012 - Present
Wells Fargo April 2010 - February 2012
Fidelity Investments September 2008 - August 2009
Wells Fargo July 2008 - July 2009
Skills
Microsoft Excel, Outlook, PowerPoint, Accounting, MS Project, Visio, Financial Analysis, Mortgage Lending, Mortgage Banking, Data Analysis, Market Research, Residential Mortgages, 401k, Customer Service, Fixed Rate Mortgages, Finance, Credit, Risk Management, Banking, Financial Services, Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bank of America February 2012 - Present
Wells Fargo April 2010 - February 2012
Fidelity Investments September 2008 - August 2009
Wells Fargo July 2008 - July 2009
Skills
Microsoft Excel, Outlook, PowerPoint, Accounting, MS Project, Visio, Financial Analysis, Mortgage Lending, Mortgage Banking, Data Analysis, Market Research, Residential Mortgages, 401k, Customer Service, Fixed Rate Mortgages, Finance, Credit, Risk Management, Banking, Financial Services, Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Chris Houser Chris Houser's Wells Fargo Experience 2013 - Present
Job Sr Tech Leader and Dir of Cyber Threat Intelligence, Cyber Security Innovation, and Vulnerability Mgmt at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo 2013 - Present
Wells Fargo 2002 - 2013
Wachovia Bank (now Wells Fargo) July 1999 - June 2002
Williams Communication 1997 - 1999
Alltel Corporation 1995 - 1997
DRS Inc. 1990 - 1995
Skills
Business Continuity, Operational Risk..., Vendor Management, Risk Management, Firewalls, Network Security, Information Security, Computer Security, DNS, Routing, Governance, Management, IT Strategy, IT Audit, Strategic Planning, Security, Financial Risk, Enterprise Risk..., Telecommunications, SDLC, Business Process..., Disaster Recovery, Enterprise Architecture, Data Center, Information Technology, Virtualization, IT Service Management, ITIL, PCI DSS, Information Security..., Integration, Leadership, Enterprise Software, CISSP, Checkpoint, IT Management, VPN, Unix, Software Documentation, Networking, Business Intelligence, Troubleshooting, Solaris, Linux, Economics of IT Security, IT Operations, Databases, Cloud Computing, Hardware, Software Development
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1995
BS, Economics
Wells Fargo 2013 - Present
Wells Fargo 2002 - 2013
Wachovia Bank (now Wells Fargo) July 1999 - June 2002
Williams Communication 1997 - 1999
Alltel Corporation 1995 - 1997
DRS Inc. 1990 - 1995
Skills
Business Continuity, Operational Risk..., Vendor Management, Risk Management, Firewalls, Network Security, Information Security, Computer Security, DNS, Routing, Governance, Management, IT Strategy, IT Audit, Strategic Planning, Security, Financial Risk, Enterprise Risk..., Telecommunications, SDLC, Business Process..., Disaster Recovery, Enterprise Architecture, Data Center, Information Technology, Virtualization, IT Service Management, ITIL, PCI DSS, Information Security..., Integration, Leadership, Enterprise Software, CISSP, Checkpoint, IT Management, VPN, Unix, Software Documentation, Networking, Business Intelligence, Troubleshooting, Solaris, Linux, Economics of IT Security, IT Operations, Databases, Cloud Computing, Hardware, Software Development
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1995
BS, Economics
Derek Lidbom's Wells Fargo Experience June 2015 - Present
Job Info Security Engineer at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo June 2015 - Present
Self-employed 1997 - Present
Trone Brand Energy December 2012 - June 2015
Trone Brand Energy January 2010 - November 2012
Trone February 2003 - January 2010
symetri 2000 - 2003
internetMCR 1995 - 1998
NetMCR 1995 - 1997
Skills
Network Administration, Security Consulting, Project Management, Application Security, Penetration Testing, Network Security, PHP, Consulting, MySQL, JavaScript, Networking, Payment Industry, Computer Security, Vulnerability Assessment, Intrusion Detection, HTML 5, Troubleshooting, Security, Information Security, Web Development, Entrepreneurship, Computer Forensics, CSS, Digital Marketing, Usability, Interactive Advertising, Programming, Information Architecture, Incident Handling, Firewalls, Amazon Web Services..., Project Estimation, Geek Culture, Web Application Security, Chickens, OS X, Windows, Server Administration, Solution Architecture, Salesforce.com, iOS, Web Analytics, APIs, Google Analytics, Drupal, TCP/IP, Wireless Networking, Routers, Information Technology, Information Security...
Education
University of North Carolina at Greensboro 1995 — 1998
Philosophy
Wells Fargo June 2015 - Present
Self-employed 1997 - Present
Trone Brand Energy December 2012 - June 2015
Trone Brand Energy January 2010 - November 2012
Trone February 2003 - January 2010
symetri 2000 - 2003
internetMCR 1995 - 1998
NetMCR 1995 - 1997
Skills
Network Administration, Security Consulting, Project Management, Application Security, Penetration Testing, Network Security, PHP, Consulting, MySQL, JavaScript, Networking, Payment Industry, Computer Security, Vulnerability Assessment, Intrusion Detection, HTML 5, Troubleshooting, Security, Information Security, Web Development, Entrepreneurship, Computer Forensics, CSS, Digital Marketing, Usability, Interactive Advertising, Programming, Information Architecture, Incident Handling, Firewalls, Amazon Web Services..., Project Estimation, Geek Culture, Web Application Security, Chickens, OS X, Windows, Server Administration, Solution Architecture, Salesforce.com, iOS, Web Analytics, APIs, Google Analytics, Drupal, TCP/IP, Wireless Networking, Routers, Information Technology, Information Security...
Education
University of North Carolina at Greensboro 1995 — 1998
Philosophy
Jami Ignatz Jami Ignatz's Wells Fargo Experience September 2010 - April 2013
Job VP Investor Reporting
Industry Financial Services
Experience
LenderLive Network March 2015 - Present
SLS April 2013 - March 2015
Wells Fargo September 2010 - April 2013
Wells Fargo May 2009 - September 2010
Wells Fargo October 2008 - May 2009
Wachovia July 2005 - October 2008
Skills
Loans, Credit, CMBS, Loan Servicing, Accounting, Financial Analysis, Financial Modeling, Analytics, Credit Analysis, Banking, Mortgage Lending, Asset Management, Financial Reporting, Analysis, Customer Service, Relationship Management, Asset Managment, Investor Reporting, Construction Loans, Mortgage Servicing, Cash Flow, Funding, Cash Management, Mortgage Banking, FHA, Residential Mortgages, Financial Services, Warehouse Lending, GSE, FNMA, GNMA, FHLMC, Management, Correspondent Banking
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2009
Master of Business Administration (M.B.A.), Commercial Banking and Financial Institutions
University of North Carolina at Charlotte - Belk College of Business 1998 — 2005
Bachelor's Degree, Accounting
LenderLive Network March 2015 - Present
SLS April 2013 - March 2015
Wells Fargo September 2010 - April 2013
Wells Fargo May 2009 - September 2010
Wells Fargo October 2008 - May 2009
Wachovia July 2005 - October 2008
Skills
Loans, Credit, CMBS, Loan Servicing, Accounting, Financial Analysis, Financial Modeling, Analytics, Credit Analysis, Banking, Mortgage Lending, Asset Management, Financial Reporting, Analysis, Customer Service, Relationship Management, Asset Managment, Investor Reporting, Construction Loans, Mortgage Servicing, Cash Flow, Funding, Cash Management, Mortgage Banking, FHA, Residential Mortgages, Financial Services, Warehouse Lending, GSE, FNMA, GNMA, FHLMC, Management, Correspondent Banking
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2009
Master of Business Administration (M.B.A.), Commercial Banking and Financial Institutions
University of North Carolina at Charlotte - Belk College of Business 1998 — 2005
Bachelor's Degree, Accounting
Phil Capling Phil Capling's Wells Fargo Experience January 2009 - October 2011
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities November 2011 - Present
Wells Fargo January 2009 - October 2011
Wachovia February 2002 - December 2008
Ernst & Young September 1992 - February 2002
Skills
Financial Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1992
BS, Accounting
East Mecklenburg High School
Wells Fargo Securities November 2011 - Present
Wells Fargo January 2009 - October 2011
Wachovia February 2002 - December 2008
Ernst & Young September 1992 - February 2002
Skills
Financial Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1992
BS, Accounting
East Mecklenburg High School
Peter Kolozvary Peter Kolozvary's Wells Fargo Experience October 2008 - August 2010
Job at
Industry Human Resources
Experience
Compass Group August 2010 - Present
Wells Fargo October 2008 - August 2010
Wachovia, A Wells Fargo Company October 2008 - July 2010
Aon Hewitt August 2006 - October 2008
Aon Hewitt August 2006 - October 2008
Aon Hewitt August 2006 - October 2008
Wachovia July 2005 - August 2006
Wachovia July 2005 - August 2006
SouthTrust Bank December 1997 - July 2005
Skills
Mergers, Project Management, Testing, Payroll, Process Improvement, Software Documentation, PeopleSoft, ADP Payroll, Kronos, Benefits Administration, HRIS, Employee Benefits, Deferred Compensation, Onboarding, Lotus Notes, Ad Hoc Reporting, SAP HR, Human Resources, Data Conversion, Employee Relations, Management
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2009
BS, Accounting
Compass Group August 2010 - Present
Wells Fargo October 2008 - August 2010
Wachovia, A Wells Fargo Company October 2008 - July 2010
Aon Hewitt August 2006 - October 2008
Aon Hewitt August 2006 - October 2008
Aon Hewitt August 2006 - October 2008
Wachovia July 2005 - August 2006
Wachovia July 2005 - August 2006
SouthTrust Bank December 1997 - July 2005
Skills
Mergers, Project Management, Testing, Payroll, Process Improvement, Software Documentation, PeopleSoft, ADP Payroll, Kronos, Benefits Administration, HRIS, Employee Benefits, Deferred Compensation, Onboarding, Lotus Notes, Ad Hoc Reporting, SAP HR, Human Resources, Data Conversion, Employee Relations, Management
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2009
BS, Accounting
Kelly. McSwain-Campbell Kelly. McSwain-Campbell's Wells Fargo Experience October 2008 - December 2009
Job Senior Executive Customer Experience
Industry Banking
Experience
U.S. Bank April 2012 - July 2015
U.S.Bancorp December 2009 - April 2012
Wells Fargo October 2008 - December 2009
Wachovia April 2003 - October 2008
Wachovia October 2001 - April 2003
First Union National Bank August 1998 - October 2001
First Union National Bank April 1996 - August 1998
First Union National Bank April 1994 - April 1996
First Union National Bank August 1992 - April 1994
Skills
Customer Experience, Customer Satisfaction, Performance Management, Process Improvement, Change Management, Cross-functional Team..., Vendor Management, Program Management, Market Research, Banking, Customer Loyalty, Analytics, Brand Loyalty, Financial Services, Leadership, Management, Relationship Management, Segmentation, Analysis, CRM, Strategy, Risk Management, Business Process..., Call Centers
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1992
Bachelor’s Degree, Business Administration
U.S. Bank April 2012 - July 2015
U.S.Bancorp December 2009 - April 2012
Wells Fargo October 2008 - December 2009
Wachovia April 2003 - October 2008
Wachovia October 2001 - April 2003
First Union National Bank August 1998 - October 2001
First Union National Bank April 1996 - August 1998
First Union National Bank April 1994 - April 1996
First Union National Bank August 1992 - April 1994
Skills
Customer Experience, Customer Satisfaction, Performance Management, Process Improvement, Change Management, Cross-functional Team..., Vendor Management, Program Management, Market Research, Banking, Customer Loyalty, Analytics, Brand Loyalty, Financial Services, Leadership, Management, Relationship Management, Segmentation, Analysis, CRM, Strategy, Risk Management, Business Process..., Call Centers
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1992
Bachelor’s Degree, Business Administration
Jennifer Hester's Wells Fargo Experience October 2014 - Present
Job Project Coordinator Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
PwC May 2014 - October 2014
Cisco Systems October 2012 - October 2013
Bank of America Corporation 1997 - 2011
NationsSecurities, Inc. (former subsidiary of Bank of America Corporation) 1996 - 1997
Century Furniture Industries 1989 - 1996
Piedmont Airlines 1985 - 1989
Education
University of North Carolina at Greensboro
BS, Business and Economics
Wells Fargo October 2014 - Present
PwC May 2014 - October 2014
Cisco Systems October 2012 - October 2013
Bank of America Corporation 1997 - 2011
NationsSecurities, Inc. (former subsidiary of Bank of America Corporation) 1996 - 1997
Century Furniture Industries 1989 - 1996
Piedmont Airlines 1985 - 1989
Education
University of North Carolina at Greensboro
BS, Business and Economics
Travis Etchison Travis Etchison's Wells Fargo Experience May 2005 - March 2013
Job Business Banking Manager at Bankers Trust
Industry Financial Services
Experience
Bankers Trust March 2013 - Present
Wells Fargo May 2005 - March 2013
Capital Bank May 2000 - April 2005
Bank of America September 1996 - April 2000
Skills
Loans, Portfolio Management, Commercial Lending, Commercial Banking, Mortgage Lending, Consumer Lending, Banking, Small Business Lending, Credit Analysis, Credit
Education
University of North Carolina at Charlotte 1991 — 1995
Bankers Trust March 2013 - Present
Wells Fargo May 2005 - March 2013
Capital Bank May 2000 - April 2005
Bank of America September 1996 - April 2000
Skills
Loans, Portfolio Management, Commercial Lending, Commercial Banking, Mortgage Lending, Consumer Lending, Banking, Small Business Lending, Credit Analysis, Credit
Education
University of North Carolina at Charlotte 1991 — 1995
Steve Tsumas Steve Tsumas's Wells Fargo Experience August 2008 - November 2011
Job Technology Leader | Consulting | Operations Leader | Six Sigma Black Belt | Program Management
Industry Financial Services
Experience
PayPal February 2014 - April 2015
1st Street Advisors November 2011 - February 2014
Wells Fargo August 2008 - November 2011
Wachovia, A Wells Fargo Company April 2001 - August 2008
Skills
Six Sigma, Black Belt, ASQ, Retirement Planning, Strategic Financial..., Banking, Retirement, Financial Advisory, Insurance, Long-term Care, Risk Management, SDLC, Wealth Management, Series 7, Mutual Funds, Financial Services, Fixed Annuities, Series 63, Vendor Management, Relationship Management, Resource Management, 401k, Investment Advisory, Securities, IRAs, Portfolio Management, Estate Planning, Life Insurance, Disability Insurance, Finance, FINRA, Asset Management, Business Analysis, Term Life Insurance, Business Process..., Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business
Bachelor of Arts, Business Administration
PayPal February 2014 - April 2015
1st Street Advisors November 2011 - February 2014
Wells Fargo August 2008 - November 2011
Wachovia, A Wells Fargo Company April 2001 - August 2008
Skills
Six Sigma, Black Belt, ASQ, Retirement Planning, Strategic Financial..., Banking, Retirement, Financial Advisory, Insurance, Long-term Care, Risk Management, SDLC, Wealth Management, Series 7, Mutual Funds, Financial Services, Fixed Annuities, Series 63, Vendor Management, Relationship Management, Resource Management, 401k, Investment Advisory, Securities, IRAs, Portfolio Management, Estate Planning, Life Insurance, Disability Insurance, Finance, FINRA, Asset Management, Business Analysis, Term Life Insurance, Business Process..., Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business
Bachelor of Arts, Business Administration
Tamysha Nixon Tamysha Nixon's Wells Fargo Experience December 2009 - January 2012
Job Merchandise Allocator
Industry Retail
Experience
Cato Corporation January 2015 - Present
Deutsche Bank August 2013 - October 2014
Deutsche Bank July 2012 - August 2013
Wells Fargo December 2009 - January 2012
Skills
Personal Styling, Retail, Retail Math, Derivatives, Portfolio Management, Back Office, Middle Office, Finance, Trading, Banking, Microsoft Office, Credit Derivatives, Trade Finance, Calypso, Pivot Tables, Billing, Bloomberg, Analysis, Investment Banking, Financial Markets, Financial Services, Interest Rate..., Rates, Risk Management, Securities, Operational Risk, Collateral Management, Scrittura, DTCC, Accounting, Time Management, Customer Service
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2009
Bachelor of Arts, Accounting
University of North Carolina at Charlotte - Belk College of Business 2007 — 2009
Bachelor of Science, Finance
Cato Corporation January 2015 - Present
Deutsche Bank August 2013 - October 2014
Deutsche Bank July 2012 - August 2013
Wells Fargo December 2009 - January 2012
Skills
Personal Styling, Retail, Retail Math, Derivatives, Portfolio Management, Back Office, Middle Office, Finance, Trading, Banking, Microsoft Office, Credit Derivatives, Trade Finance, Calypso, Pivot Tables, Billing, Bloomberg, Analysis, Investment Banking, Financial Markets, Financial Services, Interest Rate..., Rates, Risk Management, Securities, Operational Risk, Collateral Management, Scrittura, DTCC, Accounting, Time Management, Customer Service
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2009
Bachelor of Arts, Accounting
University of North Carolina at Charlotte - Belk College of Business 2007 — 2009
Bachelor of Science, Finance
Deana Adams, PMP Deana Adams, PMP's Wells Fargo Experience August 2011 - Present
Job VP, Operational Excellence Business Process Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2011 - Present
Wachovia, A Wells Fargo Company March 2010 - August 2011
Wachovia, A Wells Fargo Company May 2005 - March 2010
Wachovia, A Wells Fargo Company June 1999 - May 2005
Skills
Project Management..., PMP, Project Management, Business Process, SDLC, Vendor Management, Business Analysis, Risk Management, Loans, Portfolio Management
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
Bachelor of Science in Business Administration, Financial Institutions
Wells Fargo August 2011 - Present
Wachovia, A Wells Fargo Company March 2010 - August 2011
Wachovia, A Wells Fargo Company May 2005 - March 2010
Wachovia, A Wells Fargo Company June 1999 - May 2005
Skills
Project Management..., PMP, Project Management, Business Process, SDLC, Vendor Management, Business Analysis, Risk Management, Loans, Portfolio Management
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
Bachelor of Science in Business Administration, Financial Institutions
Tracy Bohl's Wells Fargo Experience May 1995 - Present
Job Technology Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 1995 - Present
Skills
Business Analysis, Leadership, Management, Process Improvement, Customer Service, SDLC, Microsoft Office, Vendor Management, Microsoft Excel, Requirements Analysis
Education
University of North Carolina at Charlotte 1994 — 1996
Masters of Science, Applied Mathematics, post graduate
Western Carolina University 1990 — 1994
BS Mathematics, Mathematics and Computer Science
Wells Fargo May 1995 - Present
Skills
Business Analysis, Leadership, Management, Process Improvement, Customer Service, SDLC, Microsoft Office, Vendor Management, Microsoft Excel, Requirements Analysis
Education
University of North Carolina at Charlotte 1994 — 1996
Masters of Science, Applied Mathematics, post graduate
Western Carolina University 1990 — 1994
BS Mathematics, Mathematics and Computer Science
Chizoba Ikwueme, MBA Chizoba Ikwueme, MBA's Wells Fargo Experience May 2013 - August 2013
Job Actively Seeking FullTime Opportunities in Consulting or Human Resources
Industry Human Resources
Experience
Winthrop University August 2013 - May 2015
Lenovo June 2014 - August 2014
Wells Fargo May 2013 - August 2013
Wells Fargo January 2013 - April 2013
Customer Builders October 2012 - January 2013
Select Staffing August 2011 - May 2012
Office of Leadership and Service Learning-UNCG January 2011 - April 2012
UNCG Business School August 2011 - December 2011
Pannell Kerr Forster Nigeria July 2010 - August 2010
Skills
Human Resources, Leadership, Management, Recruiting, Teamwork, Customer Service, Interviews, Microsoft Office, Microsoft Word, Training, Applicant Tracking..., Employee Relations, Onboarding, Accounting, Talent Acquisition, Strategic Planning, Team Building, Leadership Development, Microsoft Excel, Talent Management, Team Leadership, Project Management, PowerPoint, Sourcing, Internet Recruiting, Time Management, HRIS, Public Speaking, Access, Business Strategy, Team Management, Performance Management, Event Planning, Sales, Microsoft Powerpoint, Workday, SPSS, Research, Communication, Social Networking, Personnel Management, Screening, Temporary Placement, Hiring, Contract Recruitment, Executive Search, Screening Resumes, Employee Engagement, Administration, Office and...
Education
Winthrop University 2013 — 2015
Master of Business Administration (MBA), Human Resource Management
University of North Carolina at Greensboro 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Pembroke 2008 — 2009
Accounting
Winthrop University August 2013 - May 2015
Lenovo June 2014 - August 2014
Wells Fargo May 2013 - August 2013
Wells Fargo January 2013 - April 2013
Customer Builders October 2012 - January 2013
Select Staffing August 2011 - May 2012
Office of Leadership and Service Learning-UNCG January 2011 - April 2012
UNCG Business School August 2011 - December 2011
Pannell Kerr Forster Nigeria July 2010 - August 2010
Skills
Human Resources, Leadership, Management, Recruiting, Teamwork, Customer Service, Interviews, Microsoft Office, Microsoft Word, Training, Applicant Tracking..., Employee Relations, Onboarding, Accounting, Talent Acquisition, Strategic Planning, Team Building, Leadership Development, Microsoft Excel, Talent Management, Team Leadership, Project Management, PowerPoint, Sourcing, Internet Recruiting, Time Management, HRIS, Public Speaking, Access, Business Strategy, Team Management, Performance Management, Event Planning, Sales, Microsoft Powerpoint, Workday, SPSS, Research, Communication, Social Networking, Personnel Management, Screening, Temporary Placement, Hiring, Contract Recruitment, Executive Search, Screening Resumes, Employee Engagement, Administration, Office and...
Education
Winthrop University 2013 — 2015
Master of Business Administration (MBA), Human Resource Management
University of North Carolina at Greensboro 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Pembroke 2008 — 2009
Accounting
Leigh Ann Worth, PHR Leigh Ann Worth, PHR's Wells Fargo Experience May 2014 - Present
Job WBR Early Talent Recruiting Project Coordinator at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2014 - Present
Wells Fargo May 2007 - May 2014
Skills
Recruiting, Temporary Placement, Talent Management, College Recruiting, Talent Acquisition, Internet Recruiting, Applicant Tracking..., Human Resources, Onboarding, Employee Relations, Customer Service
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2002
BSBA, HR Management
Wells Fargo May 2014 - Present
Wells Fargo May 2007 - May 2014
Skills
Recruiting, Temporary Placement, Talent Management, College Recruiting, Talent Acquisition, Internet Recruiting, Applicant Tracking..., Human Resources, Onboarding, Employee Relations, Customer Service
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2002
BSBA, HR Management
Cassie Spencer's Wells Fargo Experience August 2015 - Present
Job Recent graduate from the University of North Carolina at Greensboro
Industry Public Relations and Communications
Experience
Wells Fargo August 2015 - Present
Kickback Jacks January 2014 - May 2014
Sun Tan City June 2013 - January 2014
Michael Kors April 2013 - July 2013
Stanley Steemer April 2009 - September 2012
Education
University of North Carolina at Greensboro 2011 — 2015
Bachelor of Communication Studies, Communication, General
University of North Carolina at Greensboro 2011 — 2015
BA of Communication Studies, Communication, General
Wells Fargo August 2015 - Present
Kickback Jacks January 2014 - May 2014
Sun Tan City June 2013 - January 2014
Michael Kors April 2013 - July 2013
Stanley Steemer April 2009 - September 2012
Education
University of North Carolina at Greensboro 2011 — 2015
Bachelor of Communication Studies, Communication, General
University of North Carolina at Greensboro 2011 — 2015
BA of Communication Studies, Communication, General
William (Bill) Cessna William (Bill) Cessna's Wells Fargo Experience June 2006 - September 2008
Job VP, Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America December 2010 - December 2014
Bank of America & Wells Fargo October 1998 - December 2014
Bank of America September 2008 - December 2010
Wells Fargo June 2006 - September 2008
Bank of America October 1998 - June 2006
Skills
Operations Management, Risk Management, Compliance Operations, Legal Compliance, Loans, Corporate Lending, Small Business Lending, Asset Based Lending, Syndications, Treasury, Credit, Credit Analysis
Education
University of North Carolina at Charlotte
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law, 3.22
Bank of America December 2010 - December 2014
Bank of America & Wells Fargo October 1998 - December 2014
Bank of America September 2008 - December 2010
Wells Fargo June 2006 - September 2008
Bank of America October 1998 - June 2006
Skills
Operations Management, Risk Management, Compliance Operations, Legal Compliance, Loans, Corporate Lending, Small Business Lending, Asset Based Lending, Syndications, Treasury, Credit, Credit Analysis
Education
University of North Carolina at Charlotte
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law, 3.22
Jeff Stewart's Wells Fargo Experience 1993 - April 2011
Job Finance Executive at Bank of America
Industry Financial Services
Experience
Bank of America May 2013 - Present
Lowe's Home Improvement May 2011 - May 2013
Wells Fargo 1993 - April 2011
Wachovia January 1993 - February 2005
Computer Task Group May 1993 - December 1993
Skills
Oracle E-Business Suite, Leadership, Cross-functional Team..., Strategic Planning, PeopleSoft Financial, Human Capital, Strategic Human..., Strategic Vision, Visionary, Technical Recruiting, Organizational..., Cross Functional..., Business Relationship..., Trusted Advisor, Software Project..., Project Management, Agile Methodologies, Program Management, Senior Finance, Executive Sponsorship, Executive Reporting, Executive Support, PMO, Strategy, Business Process..., Management, Supply Chain, Relationship Management, Human Resources, SDLC, Procurement, Business Process, Integration, Sourcing, Risk Management, Business Transformation, Recruiting, Strategic Partnerships, Project Portfolio..., Talent Management, Finance, PeopleSoft, ERP, Process Improvement, Business Analysis, IT Strategy, E-commerce, Business Intelligence, Financial Services, Vendor Management
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1993
Leadership North Carolina
Bank of America May 2013 - Present
Lowe's Home Improvement May 2011 - May 2013
Wells Fargo 1993 - April 2011
Wachovia January 1993 - February 2005
Computer Task Group May 1993 - December 1993
Skills
Oracle E-Business Suite, Leadership, Cross-functional Team..., Strategic Planning, PeopleSoft Financial, Human Capital, Strategic Human..., Strategic Vision, Visionary, Technical Recruiting, Organizational..., Cross Functional..., Business Relationship..., Trusted Advisor, Software Project..., Project Management, Agile Methodologies, Program Management, Senior Finance, Executive Sponsorship, Executive Reporting, Executive Support, PMO, Strategy, Business Process..., Management, Supply Chain, Relationship Management, Human Resources, SDLC, Procurement, Business Process, Integration, Sourcing, Risk Management, Business Transformation, Recruiting, Strategic Partnerships, Project Portfolio..., Talent Management, Finance, PeopleSoft, ERP, Process Improvement, Business Analysis, IT Strategy, E-commerce, Business Intelligence, Financial Services, Vendor Management
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1993
Leadership North Carolina
Trystan McNeill's Wells Fargo Experience May 2011 - August 2011
Job Forensic & Valuation Services Senior Associate
Industry Accounting
Experience
Grant Thornton LLP October 2014 - Present
Wells Fargo Audit Services June 2012 - October 2014
hiSoft U.S. IT Services November 2011 - May 2012
Wells Fargo May 2011 - August 2011
Wells Fargo Audit and Securities May 2011 - August 2011
Skills
Team Leadership, Strategic Communications, Time Management, Risk Management, Event Planning, Event Management, Social Media, Social Networking, Apple Software, Microsoft Office, Insurance, Internal Audit, Recruiting, Internal Controls, Marketing, Sales, Customer Service, Microsoft Excel, Analysis, Leadership, Finance
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2012
B.S.B.A, Finance - Risk Management & Insurance
Grant Thornton LLP October 2014 - Present
Wells Fargo Audit Services June 2012 - October 2014
hiSoft U.S. IT Services November 2011 - May 2012
Wells Fargo May 2011 - August 2011
Wells Fargo Audit and Securities May 2011 - August 2011
Skills
Team Leadership, Strategic Communications, Time Management, Risk Management, Event Planning, Event Management, Social Media, Social Networking, Apple Software, Microsoft Office, Insurance, Internal Audit, Recruiting, Internal Controls, Marketing, Sales, Customer Service, Microsoft Excel, Analysis, Leadership, Finance
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2012
B.S.B.A, Finance - Risk Management & Insurance
Daniel Valverde's Wells Fargo Experience March 2015 - Present
Job Analytics Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2015 - Present
Wells Fargo October 2013 - March 2015
Wells Fargo July 2011 - October 2013
Wells Fargo March 2010 - July 2011
Park Inc August 2006 - March 2010
Chi Phi Fraternity - Psi Delta December 2007 - December 2009
Skills
Customer Service, Budgets
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2009
Finance, Finance, General
Wells Fargo March 2015 - Present
Wells Fargo October 2013 - March 2015
Wells Fargo July 2011 - October 2013
Wells Fargo March 2010 - July 2011
Park Inc August 2006 - March 2010
Chi Phi Fraternity - Psi Delta December 2007 - December 2009
Skills
Customer Service, Budgets
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2009
Finance, Finance, General
Christopher Mendlik, CISSP, GSEC Christopher Mendlik, CISSP, GSEC's Wells Fargo Experience May 2014 - Present
Job Technology Relationship Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo Bank November 2009 - April 2014
Wachovia June 2006 - November 2009
Wachovia June 2006 - November 2009
Wachovia April 2007 - October 2007
Wachovia May 2000 - June 2006
Wachovia June 1995 - May 2000
Skills
Information Security, SDLC, Operational Risk..., Disaster Recovery, Computer Security, Risk Management, Vendor Management, Process Improvement
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1995
BS, Business, MIS, Computer Science
Wells Fargo May 2014 - Present
Wells Fargo Bank November 2009 - April 2014
Wachovia June 2006 - November 2009
Wachovia June 2006 - November 2009
Wachovia April 2007 - October 2007
Wachovia May 2000 - June 2006
Wachovia June 1995 - May 2000
Skills
Information Security, SDLC, Operational Risk..., Disaster Recovery, Computer Security, Risk Management, Vendor Management, Process Improvement
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1995
BS, Business, MIS, Computer Science
Jennifer Kulpa Kennedy Jennifer Kulpa Kennedy's Wells Fargo Experience April 2014 - Present
Job Technology Project Manger at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Wells Fargo August 2005 - Present
Wachovia Bank June 2000 - August 2005
First Union National Bank June 1998 - June 2000
First Union National Bank July 1996 - June 1998
First Union National Bank June 1993 - July 1996
Skills
Project Management, SDLC, Problem Solving, Microsoft Office, Microsoft Project, Business Analysis, MS Project, Process Improvement, JavaScript, Enterprise Architecture, Banking, Java, Integration, Risk Management, Troubleshooting, Visio, Requirements Analysis, Business Intelligence, Microsoft SQL Server, SharePoint, Vendor Management, User Acceptance Testing, Management, Strategy, Requirements Gathering, Software Documentation, PMO, IT Strategy, Project Portfolio..., Quality Assurance, Business Requirements, Software Project...
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo April 2014 - Present
Wells Fargo August 2005 - Present
Wachovia Bank June 2000 - August 2005
First Union National Bank June 1998 - June 2000
First Union National Bank July 1996 - June 1998
First Union National Bank June 1993 - July 1996
Skills
Project Management, SDLC, Problem Solving, Microsoft Office, Microsoft Project, Business Analysis, MS Project, Process Improvement, JavaScript, Enterprise Architecture, Banking, Java, Integration, Risk Management, Troubleshooting, Visio, Requirements Analysis, Business Intelligence, Microsoft SQL Server, SharePoint, Vendor Management, User Acceptance Testing, Management, Strategy, Requirements Gathering, Software Documentation, PMO, IT Strategy, Project Portfolio..., Quality Assurance, Business Requirements, Software Project...
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Michael Morley, MBA's Wells Fargo Experience June 2014 - Present
Job Sr. Strategy Consultant at Wells Fargo Home Mortgage
Industry Management Consulting
Experience
Wells Fargo June 2014 - Present
Ally Financial Inc. August 2013 - June 2014
PwC September 2009 - July 2013
Diamond Management & Technology Consultants September 2009 - July 2013
Bank of America January 2004 - August 2009
Bank of America January 2004 - August 2009
Duke Energy Corporation January 2002 - December 2003
The Cryptocomm Group September 2000 - October 2001
Skills
Process Improvement, Program Management, Management Consulting, Change Management, Strategic Planning, Strategy Development, Business Strategy, Financial Analysis, Strategy, Dodd-Frank Mortgage..., Consulting, PMO, Project Portfolio..., Business Process..., Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com..., Business Process, Financial Reporting, Process Engineering, Six Sigma, Credit, Outsourcing, Operations Management, CRM, Project Planning, Budgets, New Business Development, Banking, Offshoring, Acquisition Integration, Financial Services, Business Process..., Governance, Business Planning, Business Analysis, Project Management, Business Development, Finance, Portfolio Management, Executive Management, Forecasting, PMP, Business Transformation, Risk Management, Management
Education
Wake Forest University - Babcock Graduate School of Management 2003 — 2005
MBA, Finance
Univerity of North Carolina - Greensboro 1998 — 2001
BS, Information Systems and Operations Management
Wells Fargo June 2014 - Present
Ally Financial Inc. August 2013 - June 2014
PwC September 2009 - July 2013
Diamond Management & Technology Consultants September 2009 - July 2013
Bank of America January 2004 - August 2009
Bank of America January 2004 - August 2009
Duke Energy Corporation January 2002 - December 2003
The Cryptocomm Group September 2000 - October 2001
Skills
Process Improvement, Program Management, Management Consulting, Change Management, Strategic Planning, Strategy Development, Business Strategy, Financial Analysis, Strategy, Dodd-Frank Mortgage..., Consulting, PMO, Project Portfolio..., Business Process..., Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com..., Business Process, Financial Reporting, Process Engineering, Six Sigma, Credit, Outsourcing, Operations Management, CRM, Project Planning, Budgets, New Business Development, Banking, Offshoring, Acquisition Integration, Financial Services, Business Process..., Governance, Business Planning, Business Analysis, Project Management, Business Development, Finance, Portfolio Management, Executive Management, Forecasting, PMP, Business Transformation, Risk Management, Management
Education
Wake Forest University - Babcock Graduate School of Management 2003 — 2005
MBA, Finance
Univerity of North Carolina - Greensboro 1998 — 2001
BS, Information Systems and Operations Management
Matt Shuck's Wells Fargo Experience November 2009 - Present
Job Platform Manager at Wells Fargo
Industry Internet
Experience
Wells Fargo November 2009 - Present
Wachovia March 2006 - November 2009
Education
University of North Carolina at Charlotte - Belk College of Business
Wells Fargo November 2009 - Present
Wachovia March 2006 - November 2009
Education
University of North Carolina at Charlotte - Belk College of Business
Chris Wrench's Wells Fargo Experience August 2015 - Present
Job Wealth Planning Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
U.S. Trust February 2011 - July 2015
U.S. Trust April 2007 - February 2011
TIAA-CREF August 2005 - April 2007
Skills
Estate Planning, Financial Planning, Wealth Management, Stock option planning, Retirement Planning, Insurance Planning, Educational planning, Estate Tax Planning, Cash Flow Forecasting, Investment Advisory, Strategic Financial..., Investment Management, Investment Strategies, Wealth Management..., Asset Allocation, High Net Worth..., Financial Planners, Stocks, Alternative Investments, Mutual Funds, Investments, Portfolio Management
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo August 2015 - Present
U.S. Trust February 2011 - July 2015
U.S. Trust April 2007 - February 2011
TIAA-CREF August 2005 - April 2007
Skills
Estate Planning, Financial Planning, Wealth Management, Stock option planning, Retirement Planning, Insurance Planning, Educational planning, Estate Tax Planning, Cash Flow Forecasting, Investment Advisory, Strategic Financial..., Investment Management, Investment Strategies, Wealth Management..., Asset Allocation, High Net Worth..., Financial Planners, Stocks, Alternative Investments, Mutual Funds, Investments, Portfolio Management
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Jon Boice's Wells Fargo Experience August 2009 - Present
Job Finance Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2009 - Present
Wachovia October 1998 - August 2009
First Union October 1998 - January 2001
Harris Teeter August 1987 - October 1998
Skills
Forecasting, E-commerce, Budgeting, Expenses, Financial Analysis, Financial Planning, Strategic Financial..., Financial Modeling, Vendor Management, Mergers, Marketing, Budgets, Strategic Planning, Investments, Finance, Credit, Leadership, Cash Management, Risk Management, Analysis, Corporate Finance, Process Improvement, Enterprise Software, Retail, Business Analysis, Portfolio Management, Financial Services, Managerial Finance, Financial Reporting, Business Strategy, Executive Management, Banking
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1992
MBA, Finance
University of North Carolina at Wilmington 1982 — 1985
Garinger 1979 — 1982
Wells Fargo August 2009 - Present
Wachovia October 1998 - August 2009
First Union October 1998 - January 2001
Harris Teeter August 1987 - October 1998
Skills
Forecasting, E-commerce, Budgeting, Expenses, Financial Analysis, Financial Planning, Strategic Financial..., Financial Modeling, Vendor Management, Mergers, Marketing, Budgets, Strategic Planning, Investments, Finance, Credit, Leadership, Cash Management, Risk Management, Analysis, Corporate Finance, Process Improvement, Enterprise Software, Retail, Business Analysis, Portfolio Management, Financial Services, Managerial Finance, Financial Reporting, Business Strategy, Executive Management, Banking
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1992
MBA, Finance
University of North Carolina at Wilmington 1982 — 1985
Garinger 1979 — 1982
Todd Sheets's Wells Fargo Experience 2001 - Present
Job Messaging Engineer
Industry Computer Networking
Experience
Wells Fargo 2001 - Present
Wachovia March 1998 - Present
Skills
Disaster Recovery, Servers, Blackberry, Active Directory
Education
University of North Carolina at Charlotte 1995 — 1997
BA, Computer Science
Wells Fargo 2001 - Present
Wachovia March 1998 - Present
Skills
Disaster Recovery, Servers, Blackberry, Active Directory
Education
University of North Carolina at Charlotte 1995 — 1997
BA, Computer Science
Stephanie Treadwell, MBA, ITIL's Wells Fargo Experience January 2013 - January 2014
Job Sr. Technical Analyst
Industry Information Technology and Services
Experience
Wells Fargo January 2013 - January 2014
Premier, Inc. August 2008 - January 2013
S1 Corporation May 2008 - August 2008
BB&T June 2007 - May 2008
Skills
Visio, Access, Agile Methodologies, SDLC, Unix, Business Analysis, Management, Requirements Analysis, Microsoft SQL Server, Troubleshooting, Technical Support, Software Documentation, Vendor Management, SharePoint, Integration, Requirements Gathering, Process Improvement, IT Management, Data Warehousing
Education
University of Phoenix 2011 — 2012
Master of Business Administration (M.B.A.), Finance, General
University of North Carolina at Charlotte - Belk College of Business 2001 — 2006
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Wells Fargo January 2013 - January 2014
Premier, Inc. August 2008 - January 2013
S1 Corporation May 2008 - August 2008
BB&T June 2007 - May 2008
Skills
Visio, Access, Agile Methodologies, SDLC, Unix, Business Analysis, Management, Requirements Analysis, Microsoft SQL Server, Troubleshooting, Technical Support, Software Documentation, Vendor Management, SharePoint, Integration, Requirements Gathering, Process Improvement, IT Management, Data Warehousing
Education
University of Phoenix 2011 — 2012
Master of Business Administration (M.B.A.), Finance, General
University of North Carolina at Charlotte - Belk College of Business 2001 — 2006
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Josh Chilton's Wells Fargo Experience June 2015 - Present
Job Customer Excellence Data & Analytics Consultant at Wells Fargo
Industry Investment Management
Experience
Wells Fargo June 2015 - Present
Wells Fargo March 2014 - June 2015
Wells Fargo December 2012 - March 2014
Wells Fargo August 2010 - December 2012
Wells Fargo Funds Management Group, LLC June 2008 - September 2010
HomePlan Mortgage, LLC November 2006 - June 2008
Skills
Financial Analysis, Portfolio Management, Capital Markets, Asset Managment, Investments, Market Research, Project Management, CRM, Business Objects, Finance, Business Intelligence, Business Analysis, Analytics, VBA, Strategic Planning, Management, Analysis, Strategy, SAS
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2004
Bachelor of Science (B.S.), Business Administration, Finance & Economics
Wells Fargo June 2015 - Present
Wells Fargo March 2014 - June 2015
Wells Fargo December 2012 - March 2014
Wells Fargo August 2010 - December 2012
Wells Fargo Funds Management Group, LLC June 2008 - September 2010
HomePlan Mortgage, LLC November 2006 - June 2008
Skills
Financial Analysis, Portfolio Management, Capital Markets, Asset Managment, Investments, Market Research, Project Management, CRM, Business Objects, Finance, Business Intelligence, Business Analysis, Analytics, VBA, Strategic Planning, Management, Analysis, Strategy, SAS
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2004
Bachelor of Science (B.S.), Business Administration, Finance & Economics
Jenni Rahrig's Wells Fargo Experience 2009 - December 2011
Job AML Metrics and Reporting Analyst at Citi
Industry Banking
Experience
Citi July 2013 - Present
Citi December 2011 - Present
Carepoint, Inc. June 2009 - Present
Wells Fargo 2009 - December 2011
Wachovia November 2005 - April 2009
Wachovia February 2005 - October 2005
Wachovia June 1998 - February 2005
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1996
Citi July 2013 - Present
Citi December 2011 - Present
Carepoint, Inc. June 2009 - Present
Wells Fargo 2009 - December 2011
Wachovia November 2005 - April 2009
Wachovia February 2005 - October 2005
Wachovia June 1998 - February 2005
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1996
Xian Wang's Wells Fargo Experience May 2015 - Present
Job Quant Analytics Consultant, Wells Fargo
Industry Banking
Experience
Wells Fargo May 2015 - Present
Bank of America September 2014 - April 2015
Bank of America May 2011 - August 2014
First Tennessee Bank July 2008 - April 2011
Bank of America July 2004 - July 2005
Skills
SAS, Time Series Analysis, R, Logistic Regression, Predictive Modeling, Credit Risk, Risk Management, Portfolio Management, Data Mining, Monte Carlo Simulation, Credit, Decision Trees, Financial Modeling, Financial Risk, Matlab, SPSS, Banking
Education
University of North Carolina at Charlotte 2002 — 2008
PhD, Statistics
Wells Fargo May 2015 - Present
Bank of America September 2014 - April 2015
Bank of America May 2011 - August 2014
First Tennessee Bank July 2008 - April 2011
Bank of America July 2004 - July 2005
Skills
SAS, Time Series Analysis, R, Logistic Regression, Predictive Modeling, Credit Risk, Risk Management, Portfolio Management, Data Mining, Monte Carlo Simulation, Credit, Decision Trees, Financial Modeling, Financial Risk, Matlab, SPSS, Banking
Education
University of North Carolina at Charlotte 2002 — 2008
PhD, Statistics
Nonna Belovs's Wells Fargo Experience May 1997 - April 2012
Job Finance Manager
Industry Hospital & Health Care
Experience
Personal Home Care of North Carolina 2003 - Present
Wells Fargo May 1997 - April 2012
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Strategic Financial..., Variance Analysis, Managerial Finance, Financial Modeling, Finance, Hyperion Enterprise, Cash Management, Accounting, Forecasting, Essbase, Internal Controls, General Ledger, US GAAP, Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 2000
Personal Home Care of North Carolina 2003 - Present
Wells Fargo May 1997 - April 2012
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Strategic Financial..., Variance Analysis, Managerial Finance, Financial Modeling, Finance, Hyperion Enterprise, Cash Management, Accounting, Forecasting, Essbase, Internal Controls, General Ledger, US GAAP, Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 2000
Kent Burnett's Wells Fargo Experience February 2014 - July 2015
Job Mortgage Banker Market Specialist at First Citizens Bank
Industry Insurance
Experience
First Citizens Bank July 2015 - Present
Wells Fargo February 2014 - July 2015
Wells Fargo Home Mortgage February 2013 - February 2014
Wells Fargo May 2010 - February 2013
AAA Insurance June 2008 - May 2010
Fremont Investment & Loan July 2006 - March 2007
bank of america 1989 - 2007
Skills
Mortgage Lending, Loans, Customer Service, Banking, Sales, Underwriting, Loan Origination, Insurance, Management, Finance, FHA, Mortgage Banking, Refinance, Residential Mortgages, Retail Banking, Investments
Education
University of North Carolina at Greensboro 1987 — 1992
Bachelor of Arts (BA), Political Science and Government
First Citizens Bank July 2015 - Present
Wells Fargo February 2014 - July 2015
Wells Fargo Home Mortgage February 2013 - February 2014
Wells Fargo May 2010 - February 2013
AAA Insurance June 2008 - May 2010
Fremont Investment & Loan July 2006 - March 2007
bank of america 1989 - 2007
Skills
Mortgage Lending, Loans, Customer Service, Banking, Sales, Underwriting, Loan Origination, Insurance, Management, Finance, FHA, Mortgage Banking, Refinance, Residential Mortgages, Retail Banking, Investments
Education
University of North Carolina at Greensboro 1987 — 1992
Bachelor of Arts (BA), Political Science and Government
Joe Nestlerode's Wells Fargo Experience 2001 - 2002
Job Sr Technology Manager Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2003 - Present
iGATE Global Solutions 2000 - 2003
Wells Fargo 2001 - 2002
PFPC 1999 - 2002
H.D. Vest Financial Services 2000 - 2001
First Data Corporation 1998 - 2000
First Union 1996 - 1998
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1996
B.S.B.A, Finance
Lock Haven High School 1988 — 1991
Wells Fargo Advisors March 2003 - Present
iGATE Global Solutions 2000 - 2003
Wells Fargo 2001 - 2002
PFPC 1999 - 2002
H.D. Vest Financial Services 2000 - 2001
First Data Corporation 1998 - 2000
First Union 1996 - 1998
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1996
B.S.B.A, Finance
Lock Haven High School 1988 — 1991
Frank Coleman, CPA's Wells Fargo Experience December 2003 - January 2012
Job SVP, Chief Auditor at Farmers & Merchants Bank of Long Beach
Industry Financial Services
Experience
Farmers & Merchants Bank of Long Beach January 2012 - Present
Wells Fargo December 2003 - January 2012
Bank of America 2002 - 2003
KPMG 1997 - 2001
Coltec Industries Inc. 1996 - 1997
Wellman 1994 - 1996
KPMG 1981 - 1994
Skills
Risk Management, Internal Audit, Internal Controls, Accounting, Financial Reporting, Operational Risk..., Credit Risk Management, Leadership, Teamwork, Communication Skills, Credit Risk, Banking, Financial Analysis, Financial Risk, Financial Accounting, Cash Management, SEC filings, Financial Services, Credit, Process Improvement, Sarbanes-Oxley Act, Management, Management Consulting, Enterprise Risk..., Finance, Sarbanes-Oxley, Investments, Business Process, Financial Audits, AML, Due Diligence, US GAAP, Operational Risk, External Audit, Treasury Management, Consolidation, CPA, Executive Management, Strategic Financial..., GAAP, Corporate Finance, IT Audit, Auditing
Education
University of North Carolina at Charlotte - Belk College of Business
BS, Accounting
Farmers & Merchants Bank of Long Beach January 2012 - Present
Wells Fargo December 2003 - January 2012
Bank of America 2002 - 2003
KPMG 1997 - 2001
Coltec Industries Inc. 1996 - 1997
Wellman 1994 - 1996
KPMG 1981 - 1994
Skills
Risk Management, Internal Audit, Internal Controls, Accounting, Financial Reporting, Operational Risk..., Credit Risk Management, Leadership, Teamwork, Communication Skills, Credit Risk, Banking, Financial Analysis, Financial Risk, Financial Accounting, Cash Management, SEC filings, Financial Services, Credit, Process Improvement, Sarbanes-Oxley Act, Management, Management Consulting, Enterprise Risk..., Finance, Sarbanes-Oxley, Investments, Business Process, Financial Audits, AML, Due Diligence, US GAAP, Operational Risk, External Audit, Treasury Management, Consolidation, CPA, Executive Management, Strategic Financial..., GAAP, Corporate Finance, IT Audit, Auditing
Education
University of North Carolina at Charlotte - Belk College of Business
BS, Accounting
Jennifer Lynn Hodges's Wells Fargo Experience August 2015 - Present
Job Leadership, problem solving and training skills within financial industry.
Industry Banking
Experience
Wells Fargo August 2015 - Present
Bank of America April 2012 - August 2015
Sassy Gourmet Treats January 2011 - April 2012
Bank of America January 2008 - December 2010
Bank of America.com October 2005 - January 2008
Bank of America May 2004 - October 2005
National Commerce Financial Corporation (SunTrust) March 2003 - January 2004
Bank of America March 2002 - November 2002
Bank of America October 1996 - March 2002
Skills
Banking, Business Analysis, Business Process, Management, Process Improvement, Sales, Training, Operations Management, Product Management
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 2000
Bachelor’s Degree, Finance
Wells Fargo August 2015 - Present
Bank of America April 2012 - August 2015
Sassy Gourmet Treats January 2011 - April 2012
Bank of America January 2008 - December 2010
Bank of America.com October 2005 - January 2008
Bank of America May 2004 - October 2005
National Commerce Financial Corporation (SunTrust) March 2003 - January 2004
Bank of America March 2002 - November 2002
Bank of America October 1996 - March 2002
Skills
Banking, Business Analysis, Business Process, Management, Process Improvement, Sales, Training, Operations Management, Product Management
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 2000
Bachelor’s Degree, Finance
Brent Fatticci, CAMS's Wells Fargo Experience September 2014 - Present
Job Chief Operating Officer Wholesale Operational Risk & Compliance at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo September 2014 - Present
Wells Fargo December 2011 - Present
Wells Fargo March 2011 - November 2011
Wells Fargo December 2009 - March 2011
Wachovia, A Wells Fargo Company June 2005 - January 2009
United States Army Reserve January 2001 - November 2005
Wachovia March 2005 - June 2005
Amerilube, LLC January 2005 - February 2005
UNC Charlotte December 2004 - January 2005
Iron Mountain February 2001 - December 2003
Skills
Risk Management, Operational Risk..., Internal Audit, Bank Secrecy Act, AML, OFAC, Risk Analysis, Project Management, M&A due diligence, Sales Management, College Recruiting, Data Analysis, ACL, SQL, HTML, Accounting, Finance, Technologically Savvy, Investment Banking, Capital Markets, Trading, Trading Systems, Credit Risk, Market Risk, Strategic Leadership, Team Leadership, Relationship Development, Insurance, Asset Management, Operations, Strategic Planning, Process Improvement, Research, Testing, Technical Writing, Analysis, Portfolio Management, Securities, Enterprise Risk..., Financial Risk, Loans, Due Diligence, Anti Money Laundering
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
B.S.B.A., Finance
Mankato State University
Business
Wells Fargo September 2014 - Present
Wells Fargo December 2011 - Present
Wells Fargo March 2011 - November 2011
Wells Fargo December 2009 - March 2011
Wachovia, A Wells Fargo Company June 2005 - January 2009
United States Army Reserve January 2001 - November 2005
Wachovia March 2005 - June 2005
Amerilube, LLC January 2005 - February 2005
UNC Charlotte December 2004 - January 2005
Iron Mountain February 2001 - December 2003
Skills
Risk Management, Operational Risk..., Internal Audit, Bank Secrecy Act, AML, OFAC, Risk Analysis, Project Management, M&A due diligence, Sales Management, College Recruiting, Data Analysis, ACL, SQL, HTML, Accounting, Finance, Technologically Savvy, Investment Banking, Capital Markets, Trading, Trading Systems, Credit Risk, Market Risk, Strategic Leadership, Team Leadership, Relationship Development, Insurance, Asset Management, Operations, Strategic Planning, Process Improvement, Research, Testing, Technical Writing, Analysis, Portfolio Management, Securities, Enterprise Risk..., Financial Risk, Loans, Due Diligence, Anti Money Laundering
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
B.S.B.A., Finance
Mankato State University
Business
Mike Costello's Wells Fargo Experience July 2015 - Present
Job Managed Resource Recruiter at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo July 2015 - Present
Novotus August 2014 - July 2015
Wells Fargo April 2013 - August 2014
TEKsystems July 2007 - April 2013
TEKsystems July 2007 - April 2013
BlackFinn American Saloon 2008 - 2011
Cedar Street Tavern July 2004 - July 2008
Skills
Technical Recruiting, Contract Recruitment, Talent Acquisition, SDLC, Sourcing, Business Intelligence, Resource Management, ERP, Oracle HR, Recruiting, Vendor Management, Screening, Networking, Temporary Placement, Information Technology, Screening Resumes, Change Management, Account Management, Management, SharePoint, Internet Recruiting, Human Resources, Talent Management, Training, Business Process..., Business Process
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
Business, Management
Charlotte Catholic High School
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo July 2015 - Present
Novotus August 2014 - July 2015
Wells Fargo April 2013 - August 2014
TEKsystems July 2007 - April 2013
TEKsystems July 2007 - April 2013
BlackFinn American Saloon 2008 - 2011
Cedar Street Tavern July 2004 - July 2008
Skills
Technical Recruiting, Contract Recruitment, Talent Acquisition, SDLC, Sourcing, Business Intelligence, Resource Management, ERP, Oracle HR, Recruiting, Vendor Management, Screening, Networking, Temporary Placement, Information Technology, Screening Resumes, Change Management, Account Management, Management, SharePoint, Internet Recruiting, Human Resources, Talent Management, Training, Business Process..., Business Process
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
Business, Management
Charlotte Catholic High School
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Patricia J Miller's Wells Fargo Experience June 1997 - Present
Job Business Systems Consultant @ Wells Fargo
Industry Information Services
Experience
Wells Fargo June 1997 - Present
Miller Austin & Walker 1998 - 2013
Wachovia, A Wells Fargo Company June 1997 - August 2004
Title Insurance 1980 - 1987
Skills
Business Analysis, SDLC, SharePoint, Process Improvement, Business Requirements, Business Intelligence, Business Process..., Vendor Management, PMO, Visio, Data Warehousing, Project Management
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
BS, Business, Management Information Systems
Wells Fargo June 1997 - Present
Miller Austin & Walker 1998 - 2013
Wachovia, A Wells Fargo Company June 1997 - August 2004
Title Insurance 1980 - 1987
Skills
Business Analysis, SDLC, SharePoint, Process Improvement, Business Requirements, Business Intelligence, Business Process..., Vendor Management, PMO, Visio, Data Warehousing, Project Management
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
BS, Business, Management Information Systems
Devang Ray's Wells Fargo Experience August 2013 - Present
Job Business Consultant at Wells Fargo
Industry Publishing
Experience
Wells Fargo August 2013 - Present
Insight Global June 2012 - August 2013
PwC January 2011 - June 2012
Hearst May 2007 - December 2010
Skills
Financial Modeling, Financial Analysis, Account Reconciliation, Access, Financial Reporting, Sarbanes-Oxley Act, Hyperion Enterprise, Internal Controls, Analysis, Due Diligence, Forecasting, Accounting, Finance, Auditing, Bloomberg, Internal Audit, Project Management, Microsoft Office, Management, Microsoft Excel, Customer Service, Marketing, Process Improvement
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2007
BS, Accounting / Finance
Wells Fargo August 2013 - Present
Insight Global June 2012 - August 2013
PwC January 2011 - June 2012
Hearst May 2007 - December 2010
Skills
Financial Modeling, Financial Analysis, Account Reconciliation, Access, Financial Reporting, Sarbanes-Oxley Act, Hyperion Enterprise, Internal Controls, Analysis, Due Diligence, Forecasting, Accounting, Finance, Auditing, Bloomberg, Internal Audit, Project Management, Microsoft Office, Management, Microsoft Excel, Customer Service, Marketing, Process Improvement
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2007
BS, Accounting / Finance
Ken Terry's Wells Fargo Experience February 2011 - August 2012
Job SR DATA ANALTYICS & REPORTING ANALYST at Time Warner Cable
Industry Internet
Experience
Time Warner Cable June 2014 - Present
Time Warner Cable Business Class November 2012 - Present
Time Warner Cable Businss Class November 2012 - June 2014
Wells Fargo February 2011 - August 2012
Ally Financial Inc. October 2010 - December 2010
Citysearch.com January 2009 - July 2010
Citysearch.com December 2006 - January 2009
Yellowpages.com March 2006 - December 2006
Bank of America August 2005 - March 2006
CASE HANDYMAN SERVICES OF CHARLOTTE August 2002 - December 2004
Skills
Forecasting, Banking, Financial Analysis, Financial Modeling, Treasury Management, Analysis, Microsoft Excel, Salesforce.com, Budgets, Mergers, Management, Strategic Planning, Process Improvement, Data Mining, Data Migration, Data Cleaning
Education
University of Rochester - Simon Business School 1996 — 1998
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 1986 — 1991
BS, Finance
Time Warner Cable June 2014 - Present
Time Warner Cable Business Class November 2012 - Present
Time Warner Cable Businss Class November 2012 - June 2014
Wells Fargo February 2011 - August 2012
Ally Financial Inc. October 2010 - December 2010
Citysearch.com January 2009 - July 2010
Citysearch.com December 2006 - January 2009
Yellowpages.com March 2006 - December 2006
Bank of America August 2005 - March 2006
CASE HANDYMAN SERVICES OF CHARLOTTE August 2002 - December 2004
Skills
Forecasting, Banking, Financial Analysis, Financial Modeling, Treasury Management, Analysis, Microsoft Excel, Salesforce.com, Budgets, Mergers, Management, Strategic Planning, Process Improvement, Data Mining, Data Migration, Data Cleaning
Education
University of Rochester - Simon Business School 1996 — 1998
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 1986 — 1991
BS, Finance
Yong Ye's Wells Fargo Experience 2012 - Present
Job application system engineer at Wells Fargo
Industry Computer Software
Experience
Wells Fargo 2012 - Present
microd 2008 - 2011
Lawrence Berkeley National Laboratory 2005 - 2005
Education
University of North Carolina at Charlotte
chenjinglun
Wells Fargo 2012 - Present
microd 2008 - 2011
Lawrence Berkeley National Laboratory 2005 - 2005
Education
University of North Carolina at Charlotte
chenjinglun
Jason Elmore's Wells Fargo Experience August 2013 - Present
Job Middleware Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo August 2013 - Present
Credit Suisse July 2010 - August 2013
Wachovia March 2007 - June 2010
Wachovia April 2002 - March 2007
Questcon 2001 - 2002
MCI/WorldCom 1999 - 2001
Skills
Middleware, Unix, WebSphere Message Broker, Websphere
Education
University of North Carolina at Greensboro 1996 — 1999
BS, Information Systems, Operations Management
Louisburg College 1992 — 1994
AA
Wells Fargo August 2013 - Present
Credit Suisse July 2010 - August 2013
Wachovia March 2007 - June 2010
Wachovia April 2002 - March 2007
Questcon 2001 - 2002
MCI/WorldCom 1999 - 2001
Skills
Middleware, Unix, WebSphere Message Broker, Websphere
Education
University of North Carolina at Greensboro 1996 — 1999
BS, Information Systems, Operations Management
Louisburg College 1992 — 1994
AA
Dave Schantz, Jr.'s Wells Fargo Experience August 2005 - Present
Job Risk Management Consultant
Industry Financial Services
Experience
Wells Fargo August 2005 - Present
Wells Fargo June 1998 - Present
Skills
Risk Management, Process Improvement, Business Analysis, Banking, Management, Enterprise Risk..., Program Management, Vendor Management, Financial Services, Business Process...
Education
University of North Carolina at Charlotte - Belk College of Business
BS, Accounting
Wells Fargo August 2005 - Present
Wells Fargo June 1998 - Present
Skills
Risk Management, Process Improvement, Business Analysis, Banking, Management, Enterprise Risk..., Program Management, Vendor Management, Financial Services, Business Process...
Education
University of North Carolina at Charlotte - Belk College of Business
BS, Accounting
Heather Labenson's Wells Fargo Experience April 2014 - Present
Job Business Initiatives Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Wells Fargo December 2009 - April 2014
Wells Fargo July 2007 - December 2009
Skills
Essbase, Hyperion Enterprise, Forecasting, Microsoft Office, Financial Modeling, Financial Analysis, Financial Reporting, Hyperion Planning, Project Financial..., Modeling Business Cases, Process Improvement, Finance, Variance Analysis, Strategic Financial..., Financial Accounting
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2007
BSBA, Management / Human Resource
Wells Fargo April 2014 - Present
Wells Fargo December 2009 - April 2014
Wells Fargo July 2007 - December 2009
Skills
Essbase, Hyperion Enterprise, Forecasting, Microsoft Office, Financial Modeling, Financial Analysis, Financial Reporting, Hyperion Planning, Project Financial..., Modeling Business Cases, Process Improvement, Finance, Variance Analysis, Strategic Financial..., Financial Accounting
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2007
BSBA, Management / Human Resource
Duane Church's Wells Fargo Experience January 2001 - Present
Job Senior Vice President Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2001 - Present
Marketing Specialists January 1997 - January 2001
Ernst & Young 1990 - 1997
Education
University of North Carolina at Charlotte - Belk College of Business 1985 — 1990
BS, Accounting
Wells Fargo January 2001 - Present
Marketing Specialists January 1997 - January 2001
Ernst & Young 1990 - 1997
Education
University of North Carolina at Charlotte - Belk College of Business 1985 — 1990
BS, Accounting
Edeline Larkins's Wells Fargo Experience March 2004 - Present
Job Meeting & Event Planner
Industry Banking
Experience
Wells Fargo March 2004 - Present
Skills
Event Planning, Event Management, Meeting Planning, Budgets, Corporate Events, Strategic Planning
Education
University of North Carolina at Charlotte - Belk College of Business
Marketing
Wells Fargo March 2004 - Present
Skills
Event Planning, Event Management, Meeting Planning, Budgets, Corporate Events, Strategic Planning
Education
University of North Carolina at Charlotte - Belk College of Business
Marketing
Rebecca Howell's Wells Fargo Experience October 2014 - Present
Job Risk Management Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo November 2011 - Present
Bank of America October 2008 - October 2011
Wachovia June 2005 - October 2008
Skills
Risk Management, Valuation, Credit Risk, Analytics, Segmentation, SAS, Portfolio Management, Loans
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2009
MS, Economics - Finance Concentration
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
BSBA, Finance, Minor Economics
Wells Fargo October 2014 - Present
Wells Fargo November 2011 - Present
Bank of America October 2008 - October 2011
Wachovia June 2005 - October 2008
Skills
Risk Management, Valuation, Credit Risk, Analytics, Segmentation, SAS, Portfolio Management, Loans
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2009
MS, Economics - Finance Concentration
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
BSBA, Finance, Minor Economics
Chad Bost's Wells Fargo Experience January 2010 - Present
Job Financial Consultant
Industry Banking
Experience
Wells Fargo January 2010 - Present
Wells Fargo March 2002 - January 2010
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1995
BS, Accounting
Wells Fargo January 2010 - Present
Wells Fargo March 2002 - January 2010
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1995
BS, Accounting
Leigh Anne Hollingsworth, PHR's Wells Fargo Experience November 2012 - April 2013
Job Recruiter Wells Fargo
Industry Human Resources
Experience
Wells Fargo Community Banking October 2013 - Present
BlackBerry June 2013 - November 2013
Wells Fargo November 2012 - April 2013
Accenture June 2012 - November 2012
Otto Environmental Systems North America, Inc. April 2008 - December 2010
Parsons Infrastructure and Technology 1996 - 2000
Skills
Recruiting, Employee Relations, Employee Training, Benefits Administration, HR Policies, SAP reporting, Applicant Tracking..., Human Resources, Employee Benefits, Interviews, New Hire Orientations, SAP BW, Temporary Placement, College Recruiting, Sourcing, Internet Recruiting, Deferred Compensation, Training, Payroll, Employment Law, Hiring, Temporary Staffing, Job Descriptions
Education
University of North Carolina at Charlotte - Belk College of Business 1992 — 1994
BSBA, Major: Business Management, Concentration: Human Resources
East Mecklenburg High School
Wells Fargo Community Banking October 2013 - Present
BlackBerry June 2013 - November 2013
Wells Fargo November 2012 - April 2013
Accenture June 2012 - November 2012
Otto Environmental Systems North America, Inc. April 2008 - December 2010
Parsons Infrastructure and Technology 1996 - 2000
Skills
Recruiting, Employee Relations, Employee Training, Benefits Administration, HR Policies, SAP reporting, Applicant Tracking..., Human Resources, Employee Benefits, Interviews, New Hire Orientations, SAP BW, Temporary Placement, College Recruiting, Sourcing, Internet Recruiting, Deferred Compensation, Training, Payroll, Employment Law, Hiring, Temporary Staffing, Job Descriptions
Education
University of North Carolina at Charlotte - Belk College of Business 1992 — 1994
BSBA, Major: Business Management, Concentration: Human Resources
East Mecklenburg High School
Marcus Duren's Wells Fargo Experience September 2012 - Present
Job International Group Financial Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2012 - Present
Wachovia, A Wells Fargo Company December 2008 - September 2012
Wachovia Bank October 2003 - December 2008
First Union August 2001 - October 2003
Skills
Essbase, Banking, Financial Services, Forecasting, Financial Analysis, Management, Finance, Leadership, Accounting, Mergers & Acquisitions, Budgets, Managerial Finance, Portfolio Management, Project Management, Access, Strategy, Process Improvement
Education
INROADS Charlotte Affliliate 1993 — 1997
Certificate of Completion, Business Administration
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
Accounting, Finance and Accounting
Wells Fargo September 2012 - Present
Wachovia, A Wells Fargo Company December 2008 - September 2012
Wachovia Bank October 2003 - December 2008
First Union August 2001 - October 2003
Skills
Essbase, Banking, Financial Services, Forecasting, Financial Analysis, Management, Finance, Leadership, Accounting, Mergers & Acquisitions, Budgets, Managerial Finance, Portfolio Management, Project Management, Access, Strategy, Process Improvement
Education
INROADS Charlotte Affliliate 1993 — 1997
Certificate of Completion, Business Administration
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
Accounting, Finance and Accounting
Daniela Neacsu, PMP's Wells Fargo Experience April 2010 - February 2012
Job Sr. Manager IM Project Management at Reynolds American, Inc.
Industry Banking
Experience
Reynolds American, Inc. January 2015 - Present
New Breed Logistics March 2014 - January 2015
New Breed Logistics December 2011 - March 2014
Wells Fargo April 2010 - February 2012
Wachovia, A Wells Fargo Company November 2009 - April 2010
Wachovia, A Wells Fargo Company July 2006 - November 2009
Pendulum IT Consulting 2004 - 2009
New Breed December 2000 - July 2006
Skills
Microsoft SQL Server, Integration, Banking, Quality Assurance, PMP, Business Analysis, Business Process..., User Acceptance Testing, Leadership, Process Improvement, Information Technology, Project Management
Education
University of North Carolina at Greensboro 1998 — 2000
BS
University of North Carolina at Greensboro 1994 — 1997
BS
HS
Reynolds American, Inc. January 2015 - Present
New Breed Logistics March 2014 - January 2015
New Breed Logistics December 2011 - March 2014
Wells Fargo April 2010 - February 2012
Wachovia, A Wells Fargo Company November 2009 - April 2010
Wachovia, A Wells Fargo Company July 2006 - November 2009
Pendulum IT Consulting 2004 - 2009
New Breed December 2000 - July 2006
Skills
Microsoft SQL Server, Integration, Banking, Quality Assurance, PMP, Business Analysis, Business Process..., User Acceptance Testing, Leadership, Process Improvement, Information Technology, Project Management
Education
University of North Carolina at Greensboro 1998 — 2000
BS
University of North Carolina at Greensboro 1994 — 1997
BS
HS
Patt Shore's Wells Fargo Experience September 2012 - Present
Job Compliance Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
Wells Fargo February 1989 - November 2011
Wells Fargo February 1989 - November 2011
Wells Fargo February 1989 - November 2011
Wells Fargo Corporation January 1989 - January 2011
Education
University of North Carolina at Greensboro 1979 — 1981
B.S, Business Administration
University of North Carolina
Bachelor of Science, Business Administration; Organizational Behavior
Wells Fargo September 2012 - Present
Wells Fargo February 1989 - November 2011
Wells Fargo February 1989 - November 2011
Wells Fargo February 1989 - November 2011
Wells Fargo Corporation January 1989 - January 2011
Education
University of North Carolina at Greensboro 1979 — 1981
B.S, Business Administration
University of North Carolina
Bachelor of Science, Business Administration; Organizational Behavior
Randall Lacayo's Wells Fargo Experience January 2015 - Present
Job Director FX Corporate Sales at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2015 - Present
Wells Fargo Bank N.A. January 2009 - Present
Wachovia Bank N.A. March 2007 - January 2009
Wachovia Bank N.A. April 2004 - March 2007
Skills
Bloomberg, Reuters, Fixed Income, Capital Markets, Financial Modeling, FX Hedging, FX Derivatives, FX Options, Spanish, FX trading, Foreign Exchange, Middle Office
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
Business Administration, Information Systems, Operation Management
Wells Fargo January 2015 - Present
Wells Fargo Bank N.A. January 2009 - Present
Wachovia Bank N.A. March 2007 - January 2009
Wachovia Bank N.A. April 2004 - March 2007
Skills
Bloomberg, Reuters, Fixed Income, Capital Markets, Financial Modeling, FX Hedging, FX Derivatives, FX Options, Spanish, FX trading, Foreign Exchange, Middle Office
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
Business Administration, Information Systems, Operation Management
Bobby Archer's Wells Fargo Experience May 2015 - Present
Job Operational Risk Consultant
Industry Banking
Experience
Wells Fargo May 2015 - Present
TD November 2013 - April 2015
Ally Financial Inc. May 2011 - November 2013
Ally Financial Inc. June 2010 - May 2011
Wachovia, A Wells Fargo Company January 2006 - June 2010
Bissell Hotels September 2004 - January 2006
US Navy July 1995 - May 2001
Skills
Auditing, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Operational Risk..., Operational Risk, Financial Risk, Business Continuity, Risk Management, Finance, AML, Accounting, Credit Risk, Banking, Internal Audit, Risk Assessment
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
BS, Accounting
Wells Fargo May 2015 - Present
TD November 2013 - April 2015
Ally Financial Inc. May 2011 - November 2013
Ally Financial Inc. June 2010 - May 2011
Wachovia, A Wells Fargo Company January 2006 - June 2010
Bissell Hotels September 2004 - January 2006
US Navy July 1995 - May 2001
Skills
Auditing, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Operational Risk..., Operational Risk, Financial Risk, Business Continuity, Risk Management, Finance, AML, Accounting, Credit Risk, Banking, Internal Audit, Risk Assessment
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
BS, Accounting
Karen Hindman's Wells Fargo Experience June 2009 - July 2011
Job Sales and Marketing Representative at NVR, Inc.
Industry Construction
Experience
NVR, Inc. February 2014 - Present
JPMorgan Chase June 2011 - December 2013
Wells Fargo June 2009 - July 2011
Sandy Spring Bank April 2005 - April 2009
NVR, Inc. October 1997 - March 2005
Carmen Erwin Limited August 1993 - November 1996
Skills
Banking, Mortgage Lending, Financial Analysis, Construction Loans, Loans, Credit, Finance, Real Estate, Credit Analysis, Portfolio Management, Risk Management, Underwriting, Notary Public, Contract Negotiation, Business Development, Customer Service, New Business Development, Marketing, Investments, Commercial Lending, Insurance, Mergers & Acquisitions, Construction, Credit Risk, Mortgage Banking, Loan Origination, Refinance, Commercial Banking, Small Business Lending, FHA, Financial Modeling, Due Diligence, Relationship Management, Financial analyst, Mortgage underwriter, Compliance, Business Relationship..., Sales, Sales Management
Education
University of North Carolina at Charlotte - Belk College of Business 1980 — 1984
Bachelor's degree, Business Administration/Accounting
NVR, Inc. February 2014 - Present
JPMorgan Chase June 2011 - December 2013
Wells Fargo June 2009 - July 2011
Sandy Spring Bank April 2005 - April 2009
NVR, Inc. October 1997 - March 2005
Carmen Erwin Limited August 1993 - November 1996
Skills
Banking, Mortgage Lending, Financial Analysis, Construction Loans, Loans, Credit, Finance, Real Estate, Credit Analysis, Portfolio Management, Risk Management, Underwriting, Notary Public, Contract Negotiation, Business Development, Customer Service, New Business Development, Marketing, Investments, Commercial Lending, Insurance, Mergers & Acquisitions, Construction, Credit Risk, Mortgage Banking, Loan Origination, Refinance, Commercial Banking, Small Business Lending, FHA, Financial Modeling, Due Diligence, Relationship Management, Financial analyst, Mortgage underwriter, Compliance, Business Relationship..., Sales, Sales Management
Education
University of North Carolina at Charlotte - Belk College of Business 1980 — 1984
Bachelor's degree, Business Administration/Accounting
Kirtrina Tam's Wells Fargo Experience 2014 - Present
Job Strategy Consultant 2 at Wells Fargo
Industry Banking
Experience
Wells Fargo 2014 - Present
Wells Fargo 2008 - 2014
Wells Fargo 2009 - 2011
Wachovia, A Wells Fargo Company 2008 - 2009
Wachovia, A Wells Fargo Company 2007 - 2008
Wachovia, A Wells Fargo Company October 2004 - 2007
Bank of America June 2002 - October 2004
Skills
Global Sourcing, Governance, Banking, Vendor Management, Process Improvement, Program Management, Risk Management, Project Management, Strategy, Business Analysis, Leadership, Business Process..., Financial Analysis, Relationship Management
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2004
Financial Mgmt
Wells Fargo 2014 - Present
Wells Fargo 2008 - 2014
Wells Fargo 2009 - 2011
Wachovia, A Wells Fargo Company 2008 - 2009
Wachovia, A Wells Fargo Company 2007 - 2008
Wachovia, A Wells Fargo Company October 2004 - 2007
Bank of America June 2002 - October 2004
Skills
Global Sourcing, Governance, Banking, Vendor Management, Process Improvement, Program Management, Risk Management, Project Management, Strategy, Business Analysis, Leadership, Business Process..., Financial Analysis, Relationship Management
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2004
Financial Mgmt
Sumner Andrews's Wells Fargo Experience November 2009 - May 2014
Job Portfolio Management Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2014 - Present
Wells Fargo November 2009 - May 2014
Skills
Loans, Mortgage Lending, Banking, Mortgage Banking, Credit, Finance, Financial Services, Underwriting, Financial Modeling, Integrity, Leadership, Credit Analysis, Loan Origination, Refinance
Education
Omega Credit Training 2013 — 2014
Commerical Loans to Business
University of North Carolina at Charlotte - Belk College of Business
BSBA, Finance
Bank of America Merrill Lynch June 2014 - Present
Wells Fargo November 2009 - May 2014
Skills
Loans, Mortgage Lending, Banking, Mortgage Banking, Credit, Finance, Financial Services, Underwriting, Financial Modeling, Integrity, Leadership, Credit Analysis, Loan Origination, Refinance
Education
Omega Credit Training 2013 — 2014
Commerical Loans to Business
University of North Carolina at Charlotte - Belk College of Business
BSBA, Finance
Vishal Durvasula's Wells Fargo Experience March 2011 - December 2011
Job Sr Solutions Architect at Bank of America
Industry Management Consulting
Experience
Bank of America January 2012 - Present
Wells Fargo March 2011 - December 2011
Data Tech Systems November 2002 - February 2011
Skills
Strategic Planning, Organizational..., Enterprise Architecture, Vendor Management, Relationship Management, Service Delivery..., Change Management, Strategic Financial..., Solution Architecture, Portfolio Management, Process Improvement, Agile Methodologies, Agile Project Management, TOGAF, ITIL Process..., Scrum, Resource Management, Cross Functional Team..., Cross-functional Team..., Project Delivery, Risk Management, Scope Management, CXO level engagement, Business Strategy, Business Process..., Business Development, Continuous Integration, Technology Management, Master Data Management, Information Management, Integration, SOA, Strategy, IT Strategy, SDLC, Application Architecture
Education
University of North Carolina at Charlotte 2000 — 2001
MS, Computer Science
Bank of America January 2012 - Present
Wells Fargo March 2011 - December 2011
Data Tech Systems November 2002 - February 2011
Skills
Strategic Planning, Organizational..., Enterprise Architecture, Vendor Management, Relationship Management, Service Delivery..., Change Management, Strategic Financial..., Solution Architecture, Portfolio Management, Process Improvement, Agile Methodologies, Agile Project Management, TOGAF, ITIL Process..., Scrum, Resource Management, Cross Functional Team..., Cross-functional Team..., Project Delivery, Risk Management, Scope Management, CXO level engagement, Business Strategy, Business Process..., Business Development, Continuous Integration, Technology Management, Master Data Management, Information Management, Integration, SOA, Strategy, IT Strategy, SDLC, Application Architecture
Education
University of North Carolina at Charlotte 2000 — 2001
MS, Computer Science
H. Parnell Taylor II's Wells Fargo Experience March 2010 - Present
Job Credit Reporting Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo March 2010 - Present
Wells Fargo March 2008 - March 2010
Scientific Properties November 2007 - March 2008
Wachovia Bank September 2003 - November 2007
Skills
Financial Analysis, Credit, Process Improvement, Banking, Business Analysis, Financial Services, Real Estate, Finance
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2005
MBA
University of North Carolina at Charlotte - Belk College of Business 1995 — 1998
BSBA, Financial Management
Person Sr High School 1990 — 1993
Wells Fargo March 2010 - Present
Wells Fargo March 2008 - March 2010
Scientific Properties November 2007 - March 2008
Wachovia Bank September 2003 - November 2007
Skills
Financial Analysis, Credit, Process Improvement, Banking, Business Analysis, Financial Services, Real Estate, Finance
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2005
MBA
University of North Carolina at Charlotte - Belk College of Business 1995 — 1998
BSBA, Financial Management
Person Sr High School 1990 — 1993
Jesse Nava's Wells Fargo Experience June 2011 - Present
Job Commodity Derivatives Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2011 - Present
US Bank August 2008 - June 2011
Wachovia Securities, LLC March 2007 - May 2008
Chadwick Investment Group December 2006 - March 2007
Bank of America Columbia Management May 2006 - December 2006
Skills
Fixed Income, Portfolio Management, Derivatives, Investments, Equities, Finance, Valuation, Bonds, Mutual Funds
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
Business, Finance and Economics
Wells Fargo June 2011 - Present
US Bank August 2008 - June 2011
Wachovia Securities, LLC March 2007 - May 2008
Chadwick Investment Group December 2006 - March 2007
Bank of America Columbia Management May 2006 - December 2006
Skills
Fixed Income, Portfolio Management, Derivatives, Investments, Equities, Finance, Valuation, Bonds, Mutual Funds
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
Business, Finance and Economics
Lamar Mack's Wells Fargo Experience June 2014 - Present
Job Technical Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Grant Thornton LLP September 2012 - June 2014
Wells Fargo May 2006 - September 2012
Education
University of North Carolina at Greensboro 2004 — 2008
Bachelor of Science, Information Systems and Operations Management
Wells Fargo June 2014 - Present
Grant Thornton LLP September 2012 - June 2014
Wells Fargo May 2006 - September 2012
Education
University of North Carolina at Greensboro 2004 — 2008
Bachelor of Science, Information Systems and Operations Management
Hemita Patel's Wells Fargo Experience May 2012 - April 2013
Job Investor Reporting Analyst at RoundPoint Mortgage Servicing Corporation
Industry Banking
Experience
RoundPoint Financial Group May 2013 - February 2015
Wells Fargo May 2012 - April 2013
Bank of America August 2011 - October 2011
Bank of America February 2011 - June 2011
Bank of America October 2010 - February 2011
Bank of America January 2010 - June 2010
Bank of America July 2009 - September 2009
Bank of America June 2007 - February 2008
Novant Health – Presbyterian Hospital December 2004 - April 2006
Skills
General Ledger, Invoicing, Accounting, Financial Analysis, Account Reconciliation, Variance Analysis, Financial Accounting, Cash Management, Analysis, Accruals, Journal Entries, Financial Reporting, GAAP, Microsoft Excel, Cash Flow, Reconciliation, Loans, Access, Budgeting, Pivot Tables, Outlook, PowerPoint, Spreadsheets, Consolidation, Data Analysis, Rent Roll, Expenses, Credit, Forecasting, Financial Modeling, Property Tax, Internal Audit, SEC Corporate Reports, SOX, Yardi Property..., Oracle GL-IrisWeb, Data Mining, Databases, Budget Forecasts, Lease Accounting, Iris Web - Oracle..., LPS/MSP/Blacknight, SharePoint, OCIE, GSE Investor Reporting..., SQL Server Management..., SQL, Asset Transfer System, V-Lookups/H-Lookups, MS Excel Pivot Tables
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
B.S., Accounting & Finance
RoundPoint Financial Group May 2013 - February 2015
Wells Fargo May 2012 - April 2013
Bank of America August 2011 - October 2011
Bank of America February 2011 - June 2011
Bank of America October 2010 - February 2011
Bank of America January 2010 - June 2010
Bank of America July 2009 - September 2009
Bank of America June 2007 - February 2008
Novant Health – Presbyterian Hospital December 2004 - April 2006
Skills
General Ledger, Invoicing, Accounting, Financial Analysis, Account Reconciliation, Variance Analysis, Financial Accounting, Cash Management, Analysis, Accruals, Journal Entries, Financial Reporting, GAAP, Microsoft Excel, Cash Flow, Reconciliation, Loans, Access, Budgeting, Pivot Tables, Outlook, PowerPoint, Spreadsheets, Consolidation, Data Analysis, Rent Roll, Expenses, Credit, Forecasting, Financial Modeling, Property Tax, Internal Audit, SEC Corporate Reports, SOX, Yardi Property..., Oracle GL-IrisWeb, Data Mining, Databases, Budget Forecasts, Lease Accounting, Iris Web - Oracle..., LPS/MSP/Blacknight, SharePoint, OCIE, GSE Investor Reporting..., SQL Server Management..., SQL, Asset Transfer System, V-Lookups/H-Lookups, MS Excel Pivot Tables
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
B.S., Accounting & Finance
David Herrick's Wells Fargo Experience May 2008 - October 2013
Job Senior financial analyst
Industry Utilities
Experience
Orlando Utilities Commission July 2015 - Present
Wyndham Vacation Ownership October 2013 - July 2015
Wells Fargo May 2008 - October 2013
PL Industries June 2006 - December 2007
The Country Vintner 2002 - 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Cash Management, Account Reconciliation, Auditing, Financial Accounting, Internal Controls, Banking, General Ledger, Cash Flow, Financial Modeling, Strategic Financial..., Finance, Accounts Payable, Sarbanes-Oxley Act, Accounts Receivable, Internal Audit, Financial Statements, Credit
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2008
Masters, Accounting
Virginia Polytechnic Institute and State University 1998 — 2002
Bachelors, Economics
Orlando Utilities Commission July 2015 - Present
Wyndham Vacation Ownership October 2013 - July 2015
Wells Fargo May 2008 - October 2013
PL Industries June 2006 - December 2007
The Country Vintner 2002 - 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Cash Management, Account Reconciliation, Auditing, Financial Accounting, Internal Controls, Banking, General Ledger, Cash Flow, Financial Modeling, Strategic Financial..., Finance, Accounts Payable, Sarbanes-Oxley Act, Accounts Receivable, Internal Audit, Financial Statements, Credit
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2008
Masters, Accounting
Virginia Polytechnic Institute and State University 1998 — 2002
Bachelors, Economics
Valeria Gray-Lindsey's Wells Fargo Experience February 2012 - Present
Job Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2012 - Present
Wells Fargo September 2007 - February 2012
Bank of America June 1993 - August 2007
Skills
Business Analysis, Business Requirements, SDLC, Process Improvement, Risk Management, Management, Vendor Management, Program Management, Customer Service, Visio, Microsoft Office, Business Process..., Team Building
Education
UNC Charlotte 2002 — 2005
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Charlotte 2002 — 2005
BA, Business Administration
Wells Fargo February 2012 - Present
Wells Fargo September 2007 - February 2012
Bank of America June 1993 - August 2007
Skills
Business Analysis, Business Requirements, SDLC, Process Improvement, Risk Management, Management, Vendor Management, Program Management, Customer Service, Visio, Microsoft Office, Business Process..., Team Building
Education
UNC Charlotte 2002 — 2005
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Charlotte 2002 — 2005
BA, Business Administration
Valerie Kramer's Wells Fargo Experience 2009 - Present
Job Technology Manager at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company 2007 - 2009
Royal & Sun Alliance 2000 - 2007
Royal & Sun Alliance 1995 - 2000
Skills
SDLC, Project Portfolio..., Process Improvement, Program Management, Risk Management, Project Management, Change Management, Analysis, Strategy, Leadership, Management
Education
Scrum Alliance
ScrumMaster
Project Management Institute
PMP
University of North Carolina at Charlotte
BBA, Business Management
National Association of Legal Assistants
Legal Assistant Certification
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company 2007 - 2009
Royal & Sun Alliance 2000 - 2007
Royal & Sun Alliance 1995 - 2000
Skills
SDLC, Project Portfolio..., Process Improvement, Program Management, Risk Management, Project Management, Change Management, Analysis, Strategy, Leadership, Management
Education
Scrum Alliance
ScrumMaster
Project Management Institute
PMP
University of North Carolina at Charlotte
BBA, Business Management
National Association of Legal Assistants
Legal Assistant Certification
Turner Ipock's Wells Fargo Experience January 2011 - Present
Job MultiTalented IT Professional
Industry Information Technology and Services
Experience
Wells Fargo January 2011 - Present
TEK Systems September 2010 - June 2012
Bank of America September 2010 - December 2010
Dr Reddy's Labs September 2008 - June 2010
GoneGreek August 2006 - July 2008
Skills
Linux, JIRA, Confluence, Fisheye, Java, Java EE, Tomcat, Anthill, Ant, Programming Automation, PHP, LDAP, Apache, MySQL, NetBeans, Nexus, Core Java, SAP, ABAP, Visio, Microsoft Office, MS Project, Windows Server 2003, Active Directory, JSF, Application Management, DNS, Server Management, JPA
Education
University of North Carolina at Charlotte 2010 — 2010
Graduate Certificate, Management of Information Technology
University of North Carolina at Charlotte 2003 — 2007
MS, Information Technology
University of North Carolina at Charlotte 2003 — 2007
BA, Computer Science
Wells Fargo January 2011 - Present
TEK Systems September 2010 - June 2012
Bank of America September 2010 - December 2010
Dr Reddy's Labs September 2008 - June 2010
GoneGreek August 2006 - July 2008
Skills
Linux, JIRA, Confluence, Fisheye, Java, Java EE, Tomcat, Anthill, Ant, Programming Automation, PHP, LDAP, Apache, MySQL, NetBeans, Nexus, Core Java, SAP, ABAP, Visio, Microsoft Office, MS Project, Windows Server 2003, Active Directory, JSF, Application Management, DNS, Server Management, JPA
Education
University of North Carolina at Charlotte 2010 — 2010
Graduate Certificate, Management of Information Technology
University of North Carolina at Charlotte 2003 — 2007
MS, Information Technology
University of North Carolina at Charlotte 2003 — 2007
BA, Computer Science
Allison Enders's Wells Fargo Experience September 2010 - February 2011
Job Business Data Analyst Asset Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
TIAA-CREF February 2011 - July 2011
Wells Fargo September 2010 - February 2011
Transamerica Reinsurance June 2007 - April 2010
Transamerica Reinsurance April 2003 - June 2007
Transamerica Reinsurance March 2000 - April 2003
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
BSBA, Management
TIAA-CREF July 2011 - Present
TIAA-CREF February 2011 - July 2011
Wells Fargo September 2010 - February 2011
Transamerica Reinsurance June 2007 - April 2010
Transamerica Reinsurance April 2003 - June 2007
Transamerica Reinsurance March 2000 - April 2003
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
BSBA, Management
Denise Jenkins's Wells Fargo Experience January 2009 - June 2010
Job Sales Operations and Reporting Officer at Aquila Distributors, Inc.
Industry Financial Services
Experience
Aquila Group of Funds March 2013 - Present
Wachovia, A Wells Fargo Company September 2010 - June 2011
Wells Fargo January 2009 - June 2010
Wachovia, A Wells Fargo Company July 2006 - June 2010
Wachovia - Evergreen Investments 2009 - 2010
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 2007
Bachelor of Science in Business Administration, Management Information Systems
Aquila Group of Funds March 2013 - Present
Wachovia, A Wells Fargo Company September 2010 - June 2011
Wells Fargo January 2009 - June 2010
Wachovia, A Wells Fargo Company July 2006 - June 2010
Wachovia - Evergreen Investments 2009 - 2010
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 2007
Bachelor of Science in Business Administration, Management Information Systems
Blaze Walker's Wells Fargo Experience February 2015 - Present
Job Lead Teller at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2015 - Present
Wells Fargo May 2014 - February 2015
Staples March 2013 - July 2014
Staples June 2012 - March 2013
Staples August 2010 - June 2012
OfficeMax December 2009 - August 2010
Skills
Retail, Customer Service, Leadership, Customer Satisfaction, Sales, Social Networking, Training, Marketing, Microsoft Office, Microsoft Excel, Social Media Marketing, Public Speaking, PowerPoint, Technical Support, Inventory Management, Salesforce.com, Windows 8, Windows 7, Microsoft Powerpoint, Video Production, Event Planning, Event Management, Communication, E-commerce, Graphic Design, Desktop Publishing, Time Management, Microsoft Word, Management, Teamwork, Team Building, Coaching, Banking, Team Leadership, Outlook, Financial Services
Education
University of North Carolina at Charlotte - Belk College of Business 2012 — 2016
Bachelor of Science (B.S.), Management, Chancellor's List, Spring 2015 - Deans List, Each Semester between 2012- Present
Economics of Poverty Practicum in Brazil 2015 — 2015
Economics Practicum, Economics of Poverty, A
Disney's Approach to Leadership Excellence 2014 — 2014
Continuing Education Credit, Leadership, A
National Conference on Student Leadership in Boston, Massachusetts 2013 — 2013
Student Leadership Delegate, A
Mount Pleasant High School 2007 — 2012
High School Graduate, Career Technical Education, Graduated with Honors (Cum Laude, North Carolina Scholar)
Wells Fargo February 2015 - Present
Wells Fargo May 2014 - February 2015
Staples March 2013 - July 2014
Staples June 2012 - March 2013
Staples August 2010 - June 2012
OfficeMax December 2009 - August 2010
Skills
Retail, Customer Service, Leadership, Customer Satisfaction, Sales, Social Networking, Training, Marketing, Microsoft Office, Microsoft Excel, Social Media Marketing, Public Speaking, PowerPoint, Technical Support, Inventory Management, Salesforce.com, Windows 8, Windows 7, Microsoft Powerpoint, Video Production, Event Planning, Event Management, Communication, E-commerce, Graphic Design, Desktop Publishing, Time Management, Microsoft Word, Management, Teamwork, Team Building, Coaching, Banking, Team Leadership, Outlook, Financial Services
Education
University of North Carolina at Charlotte - Belk College of Business 2012 — 2016
Bachelor of Science (B.S.), Management, Chancellor's List, Spring 2015 - Deans List, Each Semester between 2012- Present
Economics of Poverty Practicum in Brazil 2015 — 2015
Economics Practicum, Economics of Poverty, A
Disney's Approach to Leadership Excellence 2014 — 2014
Continuing Education Credit, Leadership, A
National Conference on Student Leadership in Boston, Massachusetts 2013 — 2013
Student Leadership Delegate, A
Mount Pleasant High School 2007 — 2012
High School Graduate, Career Technical Education, Graduated with Honors (Cum Laude, North Carolina Scholar)
Mia McKenzie's Wells Fargo Experience February 2015 - Present
Job Brand and Advertising Consultant at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo February 2015 - Present
Wells Fargo July 2014 - February 2015
Chevy Chase Trust August 2011 - July 2014
IBM May 2010 - June 2011
HBD, Inc. Pacific Concepts January 2011 - May 2011
Waterra LLC August 2010 - December 2010
Legum & Norman, Inc. 2010 - 2010
ALDO Group November 2008 - December 2009
Aflac May 2009 - August 2009
Education
University of North Carolina at Greensboro 2007 — 2011
Bachelor of Science, Marketing and Economics
Our Lady of Good Counsel High School 2003 — 2007
Wells Fargo February 2015 - Present
Wells Fargo July 2014 - February 2015
Chevy Chase Trust August 2011 - July 2014
IBM May 2010 - June 2011
HBD, Inc. Pacific Concepts January 2011 - May 2011
Waterra LLC August 2010 - December 2010
Legum & Norman, Inc. 2010 - 2010
ALDO Group November 2008 - December 2009
Aflac May 2009 - August 2009
Education
University of North Carolina at Greensboro 2007 — 2011
Bachelor of Science, Marketing and Economics
Our Lady of Good Counsel High School 2003 — 2007
Erica Messenheimer's Wells Fargo Experience September 2012 - Present
Job Audit Leader at Wells Fargo
Industry Accounting
Experience
Wells Fargo September 2012 - Present
Wells Fargo Bank April 2011 - Present
McGladrey March 2010 - June 2011
Wells Fargo Bank April 2006 - March 2010
Wells Fargo November 2004 - April 2006
Wells Fargo April 2002 - October 2004
Wells Fargo September 2000 - April 2002
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
BS, Accounting
Wells Fargo September 2012 - Present
Wells Fargo Bank April 2011 - Present
McGladrey March 2010 - June 2011
Wells Fargo Bank April 2006 - March 2010
Wells Fargo November 2004 - April 2006
Wells Fargo April 2002 - October 2004
Wells Fargo September 2000 - April 2002
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
BS, Accounting
Welo Ahata's Wells Fargo Experience 2007 - 2009
Job Operation Accounting at Wells Fargo Insurance Services
Industry
Experience
Wells Fargo Insurance Services July 2009 - Present
Wells Fargo 2007 - 2009
Education
UNC Charlotte 2006 — 2008
Bachelor of Science (BS), Finance, General
Wells Fargo Insurance Services July 2009 - Present
Wells Fargo 2007 - 2009
Education
UNC Charlotte 2006 — 2008
Bachelor of Science (BS), Finance, General
Tracy Cox Briggs's Wells Fargo Experience June 1994 - Present
Job Compensation Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo June 1994 - Present
Skills
Employee Benefits, Process Improvement, Financial Services, Vendor Management, Executive Pay, Incentive Programs, Financial Analysis, Financial Reporting, Financial Modeling, Wealth Management, Property & Casualty..., Trust Services, Commission Plans, Sales Commission
Education
UNC Charlotte 1994 — 1997
Accounting
Wells Fargo June 1994 - Present
Skills
Employee Benefits, Process Improvement, Financial Services, Vendor Management, Executive Pay, Incentive Programs, Financial Analysis, Financial Reporting, Financial Modeling, Wealth Management, Property & Casualty..., Trust Services, Commission Plans, Sales Commission
Education
UNC Charlotte 1994 — 1997
Accounting
Vincent Arroyo's Wells Fargo Experience May 2014 - Present
Job VP, Financial Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2014 - Present
Bank of America March 2013 - May 2014
Bank of America August 2010 - March 2013
Wells Fargo August 2009 - August 2010
Wachovia Corporation January 2006 - July 2009
Wachovia Corporation February 2002 - December 2005
Skills
Structured Query..., Transact-SQL (T-SQL), PL/SQL (Procedural..., SAS 9.2, NCR Teradata SQL..., Perforce, Microsoft SQL Server..., Microsoft Visual Studio..., Oracle 8i/9i, TOAD (Tool for Oracle..., Microsoft Visual..., Data Analysis, SAS Base, SAS Macro, UNIX, SAS, Visual Studio, Risk Management, ETL, Access, Banking, Portfolio Management, Finance/Treasury, Structured Transactions, Linux, Data Warehousing
Education
University of North Carolina at Charlotte 1993 — 1998
Bachelor of Science in Business Administration, Management Information Systems
Wells Fargo May 2014 - Present
Bank of America March 2013 - May 2014
Bank of America August 2010 - March 2013
Wells Fargo August 2009 - August 2010
Wachovia Corporation January 2006 - July 2009
Wachovia Corporation February 2002 - December 2005
Skills
Structured Query..., Transact-SQL (T-SQL), PL/SQL (Procedural..., SAS 9.2, NCR Teradata SQL..., Perforce, Microsoft SQL Server..., Microsoft Visual Studio..., Oracle 8i/9i, TOAD (Tool for Oracle..., Microsoft Visual..., Data Analysis, SAS Base, SAS Macro, UNIX, SAS, Visual Studio, Risk Management, ETL, Access, Banking, Portfolio Management, Finance/Treasury, Structured Transactions, Linux, Data Warehousing
Education
University of North Carolina at Charlotte 1993 — 1998
Bachelor of Science in Business Administration, Management Information Systems
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank