Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Rancho Cucamonga Quakes November 2014 - Present
Wells Fargo January 2014 - November 2014
Eugene Country Club November 2010 - June 2013
University of Oregon Football March 2009 - April 2010
Subway May 2006 - September 2008
Black Gold Golf Club - Nike Jr. Golf Camp July 2008 - August 2008
Skills
Microsoft Office, XHTML, HTML + CSS, PowerPoint, Excel, Word, SPSS, Editing, Microsoft Excel, Microsoft Word, Teamwork
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2013
Concentration: Sports Marketing, Minor in Economics
Mater Dei High School 2005 — 2008
High School Diploma
EnerCom, Inc November 2012 - Present
Wells Fargo November 2011 - February 2012
Fiba Retail - Marks & Spencer / GAP / Banana Republic May 2008 - April 2009
Skills
Microsoft Excel, Microsoft Word, Apple Numbers, PowerPoint, Keynote, Microsoft Access, Sales, OS X, Access, Investor Relations, Teamwork, SPSS, Research, Customer Service, Analysis, Financial Analysis, Social Networking, Market Research, Economics, Microsoft Office, Marketing Strategy, Merchandising, Marketing Communications, Team Leadership, Critical Thinking, Data Analysis, Social Media, Public Relations, Strategic Communications, Finance, Strategic Planning, Social Media Marketing, Marketing Research, Data Entry, Leadership, Statistics, WordPress, Marketing, Prezi, Fundraising, Bloomberg, InDesign, Editing, Presentation Development, Forecasting
Education
University of Otago 2011 — 2014
Bachelor of Commerce (BCom), Marketing
Littleton High School 2005 — 2009
College Preparation, Advanced Placement Courses
Wells Fargo June 2014 - Present
Scheie Eye Institute August 2012 - May 2014
University of Pennsylvania Institute for Research in Cognitive Science May 2012 - August 2012
Andrew W. Mellon Penn Undergraduate Humanities Forum Research Fellowship September 2011 - May 2012
University of Pennsylvania Archaeological Mapping Lab January 2011 - May 2012
Penn Undergraduate Research Mentoring Program Internship June 2011 - August 2011
University of Pennsylvania Museum of Archaeology and Anthropology May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Research, Photoshop, Teaching, Microsoft Word, English, Windows, Social Media, Spatial Analysis, Wordpress, AutoCAD
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Anthropology and Classics
Haddonfield Memorial High School 2005 — 2009
Nevada State Bank October 2014 - Present
Mutual of Omaha Bank July 2013 - October 2014
Wells Fargo Home Mortgage September 2007 - June 2013
Wells Fargo 2007 - 2013
Skills
mortgages for high net..., Loans, Mortgage Lending, Loan Origination, Mortgage Banking, Credit, Residential Mortgages, FHA, Refinance, USDA, FHA financing, Mortgage Underwriting, Commercial Lending, Construction Loans, Consumer Lending, VA loans, FHA Financing, VA Loans
Education
University of Oregon 1995 — 1997
Business Administration
JPMorgan Chase July 2007 - Present
Wells Fargo January 2007 - July 2007
Education
University of Oregon 1997 — 2002
Bachelor of Arts (B.A.), Philosophy
University of Oregon 1997 — 2002
Bachelor of Arts (B.A.), Political Science and Government
PwC August 2009 - Present
City University of New York 2011 - Present
Wells Fargo June 2008 - August 2008
Clinton Foundation February 2008 - May 2008
American Express 2007 - 2007
Coty 2003 - 2007
L Brands 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
Training & Development, Change Management, Organizational Design, Workforce Management, Strategic Communications, Corporate Finance, Managerial Finance, Organizational..., Organizational..., Organizational Culture, Workforce Planning, Workforce Development, Project Management, Project Delivery, Talent Management, Management Consulting, Program Management, Leadership, Strategy, Management, Cross-functional Team..., Strategic Planning, Process Improvement, PMO, Business Strategy, Performance Management, Consulting, Training, Entrepreneurship, Business Process..., PMP, Business Transformation, Finance, Financial Modeling, Business Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Strategy, Management and Finance
University of Pennsylvania 1993 — 1997
BA, Economics, Communications
BBVA Compass September 2014 - Present
Bank of America 2009 - 2014
Bank of America 2004 - 2009
Bank of America 1999 - 2004
Wells Fargo November 1983 - August 1999
Skills
Banking, Wealth Management, Credit, Series 7, Mortgage Lending, Portfolio Management, Investments, Loans, Retirement Planning, Series 63, Insurance, Private Banking, Financial Planning, Customer Service, Estate Planning, Investment Advisory, Strategic Financial..., Sales Management, Credit Cards, Fixed Annuities, Life Insurance, Mortgage, Compliance, Customer Relations, Problem Solving, Coaching, Retail, New Business Development, English, Financial Advisory, Series 24, CWS ® (Certified Wealth...
Education
Bergen College
Business, Banking and Credit
Cannon Financial Institute
CWS ® (Certified Wealth Strategist)
University of Pennsylvania - The Wharton School
Graduate of Client Relationship Program
Macy's July 2015 - Present
Claire's Accessories January 2014 - June 2015
New Majors Convocation and Celebration July 2014 - September 2014
Wells Fargo July 2013 - July 2014
Claire's Accessories June 2011 - July 2013
Claire's Accessories October 2012 - March 2013
Skills
Customer Service, Marketing, Business Service..., Time Management, Sales, Finance, Loss Prevention, Retail, Social Media
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2015
Bachelor of Science (B.S.), Business Administration with a Concentration in Marketing
IBM October 2014 - Present
NW Laser January 2014 - October 2014
Wells Fargo March 2007 - January 2014
Wells Fargo November 2005 - March 2007
Skills
Credit Analysis, Investments, Credit, Portfolio Management, Banking, Aesthetics, Risk Management, Financial Analysis, Mortgage Lending, Wealth Management, Strategic Financial..., Series 7, Retirement Planning, Loans, Mortgage Banking, Laser Hair Removal, Financial Modeling, Financial Planning, Finance
Education
University of Oregon 1997 — 2001
Bachelor's Degree
Mixpanel, Inc. September 2015 - Present
Upsight July 2014 - August 2015
American Marketing Association May 2013 - June 2014
Wells Fargo April 2012 - June 2013
REI April 2010 - December 2010
Skills
Marketing, Customer Service, Public Speaking, Advertising, Marketing Communications, Sales, Promotions, Management, Product Management, Mobile Analytics, Event Planning, Social Media Marketing
Education
AHA Study Abroad- Vienna, Austria
International Marketing and Consumer Behavior
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Science, Business Administration, Marketing
Salal Credit Union April 2008 - Present
Wells Fargo June 2004 - April 2008
Washington's Credit Union November 1993 - June 2004
Skills
Credit, Loans
Education
University of Oregon - Charles H. Lundquist College of Business 1979 — 1983
Bachelor of Science (B.S.), Business Administration, Finance
Lakeridge High School 1978 — 1979
Boise High School 1976 — 1978
NetApp June 2014 - Present
Mercedes-Benz USA August 2013 - December 2013
Kiva.org August 2013 - December 2013
NetApp June 2013 - December 2013
Wells Fargo January 2013 - May 2013
Business Council on Climate Change April 2012 - December 2012
SAP Labs June 2011 - March 2012
City of New York June 2010 - August 2010
Netscribes September 2008 - June 2009
Al Manal Management Systems September 2007 - August 2008
Skills
Project Management, Research, Environmental Compliance, Quality Management, GIS, Water Resources, Sustainable Development, Transportation..., Climate Change, Environmental..., Water, Corporate Social..., Environmental Science, Sustainability..., Sustainable Business, Sustainability, Proposal Writing, Life Cycle Assessment, Report Writing, Community Outreach, Environmental Issues, Strategy, Cleantech
Education
Presidio Graduate School 2012 — 2014
Master of Business Administration (MBA), Sustainable Management
University of Pennsylvania 2009 — 2012
Master, Environmental Studies
Visvesvaraya Technological University 2003 — 2007
Bachelor, Electrical and Electronics Engineering
Abu Dhabi Indian School
Umpqua Bank 2002 - Present
Wells Fargo 2001 - 2002
State Farm 2001 - 2001
Skills
Commercial Lending, Credit, Lines Of Credit, Loans, CRM, Finance, Commercial Banking, Small Business Lending, Sales, New Business Development, Financial Services, Credit Analysis, Real Estate, Small Business, SBA, Banking, Consumer Lending, Loan Origination, Commercial Mortgages, Asset Based Lending, Underwriting, Mortgage Lending, Cash Flow Lending
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelors of Science, Major: Finance Minor: Computer Information Technology
Hawaii Baptist Academy
College/University Preparatory
Kaiser Permanente March 2014 - Present
Akgold Digital, Inc. December 2003 - March 2014
Bank of the West August 2012 - October 2013
Wells Fargo 2010 - 2012
Bank of America 2002 - 2002
CitrusNow.com 1998 - 2002
AllBusiness.com 2000 - 2000
OMIX Networks 1995 - 1998
Skills
Mobile Design, User Experience Design, iOS, Android, Creative Direction, Interaction Design, Visual Design, User Research, Human-centered Design, Usability, Agile Methodologies, Gamification, Mobile Devices, Brand Development, Social Media, Product Innovation, Business Strategy, iPad, iPhone, Tablets, Web Design, Start-ups, E-commerce, Information Architecture, Competitive Analysis, Cross-functional Team..., Product Management, Executive Presentations, Segmentation, SEO, Customer Acquisition, Risk Management, Banking, HTML 5, Online Product Launches, Online Banking, Social Media Marketing, Jive SBS, SEM, Development Strategy, Business Planning, Product Strategy, Mobile
Education
University of Pennsylvania 1990 — 1994
BA, Major: Biological Basis of Behavior, Minor: Communications, Annenberg School for Communication
Santa Maria High School (Brazil) 1989 — 1990
High School
The Lawrenceville School 1986 — 1989
High School
Booz Allen Hamilton June 2014 - Present
Great Falls Lacrosse Association June 2006 - Present
Jack Morton Worldwide October 2013 - May 2014
Wells Fargo June 2013 - July 2013
University of Oregon September 2009 - June 2013
University of Oregon September 2009 - June 2013
Nike June 2012 - September 2012
U.S. Chamber of Commerce June 2010 - August 2010
Great Falls Swim & Tennis Club May 2001 - August 2010
Skills
Strategic Planning, Public Speaking, Brand Management, Public Relations, Research, Social Media, Leadership, Marketing, Time Management, Teamwork, Sports Marketing, Microsoft Office, PowerPoint, Marketing Communications, Financial Modeling, Team Leadership, Sports, Facebook, Social Networking, Event Planning, Social Media Marketing, Fundraising, Athletics, Volunteering, Intercollegiate..., Excel, Microsoft Word, Non-profits, Community Outreach, Photoshop
Education
University of Oregon 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Langley High School 2005 — 2009
8tracks August 2015 - Present
Viator, a TripAdvisor Company October 2014 - Present
Certain, Inc. July 2014 - October 2014
OneEleven September 2013 - July 2014
Vistage August 2013 - November 2013
Wells Fargo June 2013 - September 2013
Tart Collections June 2012 - September 2012
Skills
Salesforce.com, Facebook, Social Networking, Social Media, Marketing Strategy, Social Media Marketing, Public Relations, Event Planning, WordPress, CRM, Product Marketing, Microsoft Office, Research, Microsoft SQL Server, Strategic Public..., SEO, Microsoft Word, Hootsuite, Adobe Creative Suite, PowerPoint, Blogging, Teradata, Microsoft Excel, Marketing Event Planning, Twitter, Stata, Email Marketing, Marketing, HTML emails, Digital Marketing, Marketing Research, Planning, Reporting & Analysis, Project Management, Advertising, Public Speaking, Management, Teamwork, Online Marketing, Time Management, Photoshop, Editing, Marketing Communications, Customer Service, Leadership, Communication
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Economics
Campolindo High School 2006 — 2010
New Enterprise Associates (NEA) September 2014 - Present
Morgan Stanley June 2012 - July 2014
Wells Fargo June 2011 - August 2011
Federal Reserve Bank of St. Louis June 2010 - August 2010
The New York Times June 2007 - August 2007
Shanghai Daily Newspaper June 2006 - July 2007
Skills
Equities, Corporate Finance, Private Equity, Capital Markets, Valuation, Investment Banking, Due Diligence, Mergers, Venture Capital, Investments, Financial Modeling, Financial Analysis, Emerging Markets, Bloomberg, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2008 — 2011
Finance, Chinese Studies, Comparative Literature
Bank of Hawaii November 2012 - Present
Park City Performing Arts Foundation March 2012 - Present
Wells Fargo January 2006 - November 2012
JPMorgan Chase March 1999 - May 2005
Robertson Stephens September 1998 - March 1999
Presidio Group August 1996 - September 1998
Skills
Product Management, Outsourcing, Organizational..., Technical Architecture, Business Requirements, Business Analysis, Strategy, Finance, CRM, Consulting, IT Strategy, Executive Management, Financial Services, Vendor Management, SaaS, Venture Capital, Mergers, Business Transformation, SDLC, Enterprise Software, Network Architecture, Information Technology, Business Planning, Governance
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
University of Pennsylvania 1989 — 1993
BA, History and Italian Studies
Alaska Travel Adventures June 2015 - Present
Sustainable World Coalition February 2015 - July 2015
American Conservation Experience June 2014 - December 2014
Environmental Law Alliance Worldwide October 2013 - December 2013
Wells Fargo June 2013 - August 2013
FOOD for Lane County June 2012 - August 2012
Partners for Sustainable Schools April 2012 - June 2012
Skills
Research, Environmental Science, Teamwork, Microsoft Office, Customer Service, Social Media, Public Speaking, Environmental Awareness, Sustainability, PowerPoint, Microsoft Word, English, Microsoft Excel, Data Analysis, Ecology, Social Networking, Facebook
Education
University of Oregon 2010 — 2014
Bachelor of Science (BS), Majors in Environmental Science & International Studies, Minor in Biology
Université Catholique de l'Ouest d'Angers 2012 — 2012
French
Keller Williams Realty Professionals August 2014 - Present
Dalton Management November 2013 - August 2014
EMI Integrity Services, Inc. November 2011 - November 2013
Wells Fargo September 2009 - April 2010
QuinStreet March 2007 - August 2009
Skills
Microsoft Excel, Microsoft Office, Customer Service, Sales, Outlook, Microsoft Word, PowerPoint, Software Documentation, Project Management, Analysis, Leadership, Team Leadership, Quality Assurance, Management, Risk Management
Education
University of Oregon 2009 — 2011
Lucas Group Financial Planners August 2014 - Present
Capital Planning Advisors December 2010 - August 2014
Foord, Van Bruggen, Ebersole & Pajak June 2004 - December 2010
Trackmagic Racing July 2002 - June 2004
Wells Fargo September 2001 - June 2002
Morgan Stanley September 1998 - May 2001
Stone & Youngberg June 1998 - August 1998
Education
University of Oregon - Charles H. Lundquist College of Business 1997 — 2001
Bachelor of Science (B.S.), Finance, General
San Francisco Public Defender's Office March 2015 - Present
Briggs Law San Francisco, Inc./Pier 5 Law Offices September 2014 - Present
Wells Fargo August 2010 - August 2014
Education
University of San Francisco 2013 — 2017
Juris Doctor (J.D.), Law
University of Pennsylvania 2006 — 2010
Bachelor's Degree, Bachelor of Science in Economics (Management Concentration -Wharton)
Dealer Spike LLC October 2014 - Present
Creative Financial Staffing (CFS) March 2013 - October 2014
Wells Fargo February 2010 - February 2013
Clearwire August 2009 - January 2010
Skills
Business Development, Sales, Finance, Marketing, Relationship Management, Financial Analysis
Education
University of Oregon 2005 — 2008
Bachelor of Science (B.S.), Economics
Everett High School 1999 — 2003
Exeter Property Group April 2014 - Present
Wells Fargo June 2012 - April 2014
The Children's Hospital of Philadelphia May 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, C++, Java, Editing, Finance, Social Media
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Molecular Biology and Hispanic Studies
MediaMath January 2015 - Present
Startup Institute October 2014 - December 2014
Posh Spa 2012 - 2014
Wells Fargo 2011 - 2012
Skills
Bloomberg, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Mergers & Acquisitions, Capital Markets, Management, Data Analysis, Strategy, Start-ups, Technical Marketing, Marketing, Business Development, Digital Marketing, Social Media, E-commerce, SEO, Google Analytics, Entrepreneurship, Social Media Marketing, Digital Media, Microsoft Excel, Ad Tech
Education
University of Pennsylvania
Bachelor of Arts
Wells Fargo May 2013 - August 2013
Ludington Library October 2008 - August 2013
Center for the Study of Contemporary China February 2013 - May 2013
Biddle Law Library September 2010 - May 2012
Think Tanks and Civil Societies Program May 2011 - July 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Mandarin, Research, Editing, Market Research, Blogging, International Relations, Economics
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, International Relations
CIEE Intensive Chinese Language Program 2012 — 2012
Language Certificate, Chinese, Advanced Level
Princeton in Beijing 2012 — 2012
Language Certificate, Chinese, Third-Year
The Pie Spot June 2014 - Present
Graphic Arts Center March 2012 - Present
BearTooth Partners May 2010 - Present
Sweet Cream Yogurt June 2011 - July 2013
Wells Fargo January 2012 - March 2012
Fund for the Public Interest September 2010 - February 2011
Dux Bistro March 2007 - July 2010
Drs. Goodman and Partridge, OB/GYN May 2005 - August 2006
Skills
Adobe, Photography, Digital Photography, Photoshop, Photographic Printing, Microsoft Excel, Microsoft Office, Mac OS X, OS X, Fundraising, Dreamweaver, Facebook, Graphic Design, Social Networking, Adobe Creative Suite, Illustrator, Web Design, WordPress, Creative Writing, Social Media, Blogging, Mac, Newsletters
Education
University of Oregon 2006 — 2010
Bachelor of Arts (BA), Art
TD September 2012 - Present
Specialized Engineering Solutions September 2009 - June 2012
HP Enterprise Services April 2005 - November 2008
Towers Watson April 1998 - April 2005
Wells Fargo January 1989 - April 1998
J.P. Morgan January 1986 - January 1989
Skills
Project Planning, Risk Management, PMP, PMO, Scope Management, Project Delivery, Project Server, PMI, Project Plans, Applications..., Team Leader & Coaching, SDLC Expert, IT Apps, Servers &..., CPM, PERT, PM Tools,..., Client/Vendor..., PMBOK Method, PMI..., Technology, Financial,..., Web, IVR, HRIS, Legacy,..., SDLC, Software Documentation, Cross-functional Team..., Project Management, Program Management, Vendor Management, SharePoint, Data Center, Leadership, MS Project
Education
University of Pennsylvania 2007 — 2013
Master's of Science, Organizational Management, A
Project Management Institute 2007 — 2008
Certifications, Project Management and MS Project, Completed PMI Track
BA, Business Administration, Eastern University, Saint David’s, PA 1993 — 1995
BA, Business Administration, Managment, Graduated
Wells Fargo November 2013 - Present
Wells Fargo April 2013 - October 2013
BI Worldwide September 2006 - April 2013
School District of Philadelphia September 2005 - January 2006
Skills
Qualitative Research, Quantitative Research, Data Analysis, Strategic Insights, Customer Insight, Market Research, Project Management, Statistics, Analysis, Segmentation, Program Management, Cross-functional Team..., Strategy, Strategic Planning, Marketing, Marketing Research, Marketing Management, Analytics, Change Management, Survey Design
Education
University of Pennsylvania 2005 — 2006
MS, Statistics, Measurement, and Assessment
University of Wisconsin-Eau Claire 2000 — 2005
BA, Psychology
SunTrust Bank April 2012 - Present
First Potomac Realty Trust June 2011 - March 2012
US Bank 2005 - June 2011
Real Estate Lender's Association (RELA DC) 2009 - 2011
Wells Fargo 2001 - 2003
GE Capital 1997 - 2000
CIBC World Markets 1995 - 1997
Arthur Andersen G/A Partners 1992 - 1993
Marine Midland Bank 1987 - 1990
Skills
Portfolio Management, Commercial Lending, Management, Commercial Real Estate, Asset Managment, Mortgage Lending, Loans, Real Estate Economics, Investments, Valuation, Brokerage, Real Estate Transactions, Underwriting, Due Diligence, Commercial Banking, Financial Analysis, Strategic Planning, Financial Modeling, Real Estate, Mergers & Acquisitions, Credit, Acquisitions, Investment Properties, Capital Markets, Banking, Disposition, Asset Management, Finance, Contract Negotiation, Credit Analysis, Leases, Loan Origination, Real Estate Development, Commercial Mortgages, Financial Structuring, Real Estate Financing, Funding, Private Equity, Structured Finance
Education
University of Pennsylvania
BA
Springbrook High School
Wells Fargo June 2013 - Present
Mizuho Securities USA Inc. June 2012 - August 2012
University of Pennsylvania Women's Water Polo Club November 2009 - June 2012
St. Mark's School of Texas June 2010 - August 2010
Southern Methodist University Fluid Mechanics Lab June 2010 - August 2010
Bickel and Brewer Future Leaders Program June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, VBA, Matlab, PowerPoint, Data Analysis, Bloomberg
Education
University of Pennsylvania 2009 — 2013
BSE, Mechanical Engineering
Hokkaido International Foundation 2011 — 2011
Japanese Language
St. Mark's School of Texas 2001 — 2009
Wells Fargo June 2012 - Present
The Children's Hospital of Philadelphia May 2010 - May 2012
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (BA), Biology, Hispanic Studies
Wells Fargo Advisors November 2013 - Present
Wells Fargo September 2012 - Present
Wells Fargo July 2012 - September 2012
Wells Fargo August 2011 - June 2012
Best Buy July 2007 - June 2008
Skills
Customer Service, Sales, Microsoft Office, Marketing Strategy, Cold Calling, Personal Financial...
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2011
Bachelor of Business Administration, Marketing
Bend Memorial Clinic July 2014 - Present
Home Federal Bank March 2011 - May 2014
Columbia River Bank January 2008 - June 2010
Wells Fargo March 1994 - June 2006
Skills
Banking, Retail Banking, Credit, Commercial Banking, Loans, Small Business Lending, Credit Analysis, Commercial Lending, Mortgage Lending, Consumer Lending
Education
University of Oregon - Charles H. Lundquist College of Business 1989 — 1993
Bachelor's degree, Finance and Business Management
Wells Fargo 2014 - Present
Citi 2010 - 2012
Citi 2008 - 2010
Citi / Salomon Smith Barney 1996 - 2008
Citi / Smith Barney 1994 - 1996
L.G. Foley Inc., LP 1993 - 1993
Skills
Product Structuring, Derivatives, Structured Notes, Fixed Income, Equities, Commodity Markets, Hybrids, Algorithmic Indices, Exotic Derivatives, Swaps, ETNs, ETFs, Volatility, Correlation Analysis, Tax Efficiency, Platform Development, Risk Management, Strategic Financial..., Business Strategy, Financial Analysis, Financial Reporting, Financial Transactions, Management, Project Management, Operational Efficiency, Series 7, Series 63, Series 24, Structured Finance, Financial Structuring, Securitization, Financial Risk, Financial Services
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Williams College 1990 — 1994
BA, Economics
Chartered Financial Analyst (CFA) Institute
Marian High School 1986 — 1990
Wells Fargo May 2013 - Present
Wells Fargo Bank November 2006 - May 2013
Education
Willamette University - Atkinson Graduate School of Management 2008 — 2010
MBA
University of Oregon 1995 — 1999
BA, History
Lundbeck - US Psychiatry July 2013 - Present
McKesson May 2012 - July 2013
McKesson July 2011 - May 2012
Abbott Laboratories July 2008 - July 2011
Abbott Laboratories May 2004 - July 2008
Abbott Laboratories July 2002 - May 2004
Abbott Laboratories March 2001 - July 2002
Abbott Laboratories January 1998 - March 2001
Wells Fargo September 1996 - January 1998
Skills
Strategic Planning, Account Management, Product Development, Cross-functional Team..., Strategy, Leadership, Marketing Strategy, Market Research, Program Management, Management, Marketing, Integrated Marketing, Selling, New Business Development, Sales Management, Business Planning, Sales, Team Building, Talent Management, Pharmaceutical Industry, Budgets, Performance Management, Business Analysis, Analytics, Healthcare, Sales Operations, Business Strategy, Medical Devices, Managed Care, Product Marketing, Product Launch, Analysis, Competitive Analysis, Pharmaceutical Sales, Negotiation, Pricing
Education
Dover High School
Diploma
University of Pennsylvania
Bachelor of Arts, International Relations
Wells Fargo June 2011 - Present
Skills
Pricing, Portfolio Management, Management, Sales Operations, Analytics, Leadership, Forecasting, Strategy, Financial Analysis, Banking, Finance, Change Management, Marketing, Budgets, Financial Services, Business Analysis
Education
University of Pennsylvania 1983 — 1986
Ph.D., Economics, School of Public Policy
University of Pennsylvania 1980 — 1981
MS, Economics, School of Public Policy
State University of New York 1976 — 1979
BS, Environmental Science
BNY Mellon Wealth Management August 2011 - Present
Glenmede Trust Company February 2009 - August 2011
Wild River Review 2005 - December 2008
Wells Fargo February 1986 - December 2007
First Union National Bank May 1995 - December 2001
First Union National Bank 1986 - May 1995
Skills
Wealth Management, Leadership, Asset Managment, Management, Business Development, Strategic Financial..., Financial Services, Investments, Program Management, Asset Management, Talent Management, Asset Allocation, Change Management, Wealth Management..., High Net Worth..., Integrity, Wealth, Credit, Investment Management, Banking, Alternative Investments, Mergers & Acquisitions, Estate Planning, Private Banking, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1987 — 1990
BBA, Finance & Management
Marquette University High School (MUHS) 1974 — 1978
ACCION International 2012 - Present
Peruvian Development Group January 2009 - Present
Citi October 2003 - April 2008
Luce Scholars Program May 2002 - May 2003
Wells Fargo July 2000 - May 2002
UBS Investment Bank September 1995 - May 1998
Skills
Fluent in Spanish, Due Diligence, Emerging Markets, Strategic Financial..., Financial Services
Education
The Lauder Institute for International Studies 1998 — 2000
Master's degree, International/Global Studies, concentration in Latin America
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Business Administration and Management, General
University of Pennsylvania 1991 — 1995
BS, BA, Economics and Psychology
NBC January 1995 - Present
Fortune Magazine December 2013 - Present
AARP 2012 - Present
Jean Chatzky's Money School April 2013 - Present
Money Matters RLTV February 2011 - Present
Wells Fargo January 2011 - Present
Jean Chatzky Financial Journalist 2009 - Present
Skills
Personal Financial..., Financial Journalism, Public Speaking, Writing, Retirement Planning, Published Author, Business Journalism, Video, Press Releases, Journalism, Blogging, Management, Publishing, Entrepreneurship, Copy Editing, Storytelling, Event Planning, Editing, Copywriting, Books, Creative Writing
Education
University of Pennsylvania
Bachelor's degree, English Language and Literature/Letters
Signal Hill Capital July 2013 - July 2014
Sagent Advisors June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Wells Fargo June 2009 - August 2009
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Investment Banking, Equity Research, Corporate Finance, Data Analysis, Microsoft Excel, Business Analysis, Mergers, Business Valuation, Mandarin
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance, Marketing
University of Pennsylvania
Bachelor of Arts (B.A.), Psychology
New Penn Financial, LLC March 2011 - Present
Preferred Trust Home Loans January 2010 - Present
Wells Fargo Home Mortgage November 1999 - January 2010
Wells Fargo 1999 - 2010
Education
University of Oxford 1974 — 1977
BFA, Art
The Clymb March 2011 - July 2013
The Clymb March 2011 - February 2012
Levi Strauss & Co. February 2010 - March 2011
DEFloyd Consulting, LLC April 2009 - February 2010
adidas July 2007 - April 2009
Bonfire Snowboarding Company June 2005 - July 2007
Salomon June 2003 - June 2005
Salomon 2003 - 2005
Salomon September 2001 - June 2003
Wells Fargo 2000 - 2000
Skills
Cost Benefit, Categorical Data..., Supply Chain Management, Logistics, Retail, Financial Analysis, Software, Cross-functional Team..., Merchandising, Process Improvement, Forecasting, Strategic Planning, Return on Investment, Project Planning, Demand Planning, Supply Chain, Sales Management, Project Management, Leadership, Management, Product Development, Market Analysis, Footwear, Apparel, Analytics, Sales, Sporting Goods, Inventory Management, Marketing, ERP, Brand Management, Trend Analysis, Pricing, Wholesale, E-commerce, Competitive Analysis, Marketing Strategy, Product Marketing, P&L Management, Sports Marketing, Strategy, Fashion, Product Management, Trade Shows
Education
University of Oregon - Charles H. Lundquist College of Business 1997 — 1999
MBA, Sports Business/Marketing
University of Virginia 1987 — 1991
BA, Chemistry/biochemistry
West Springfield 1983 — 1987
Wells Fargo December 2014 - Present
Wells Fargo October 2014 - Present
Wells Fargo September 2013 - Present
Buffalo Wild Wings December 2010 - September 2013
Craft Brew Alliance March 2006 - September 2010
Graystone Media September 2009 - December 2009
Pollin Hotels Aloft Portland Hampton Portland Airport Sheraton Portland Airport June 2008 - August 2008
Skills
Intermediate Accounting, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Google Docs, Accounting, Finance, Banking, Branch Banking, Customer Service, Customer Satisfaction, PowerPoint
Education
University of Oregon 2009 — 2013
Bachelor of Science (B.S.), Accounting, 3.4
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2012 — 2012
Bachelor of Science (B.S.), Accounting and Economics
Reynolds High School 2005 — 2009
Diploma, Business Administration and Management, General, 4.2
Wells Fargo July 2010 - Present
Chanin Capital Partners January 2008 - July 2010
CIBC World Markets July 2004 - January 2008
Skills
Valuation, Investment Banking, Financial Modeling, LBO, Capital Markets, High Yield, Corporate Finance, Leveraged Finance, Equities, Due Diligence, Private Equity, Fixed Income, Hedge Funds, Equity Research
Education
Wharton School of Business 2001 — 2004
Bachelor of Science in Economics, Finance
Greenhill
Wells Fargo 2015 - Present
American Express 2013 - 2015
American Express 2013 - 2013
American Express 2012 - 2012
Edelman 2010 - 2011
Hill+Knowlton Strategies 2006 - 2010
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Strategy
University of Pennsylvania 2002 — 2006
B.A., Politics, Philosophy, & Economics
Citizens Bank 2014 - Present
Wells Fargo September 2003 - 2013
Bank of Tok 1986 - 2003
Skills
Underwriting, Credit, Commercial Banking, Loans, Banking, Sales Management, Credit Analysis, Team Leadership, Commercial Lending, Mortgage Lending, Cross Selling, Retail Banking, Small Business Lending, Team Building, Portfolio Management, Customer Service
Education
U. PORTLAND
MBA, FINANCE
University of Oregon
BS, Finance
Columbia Bank January 2014 - Present
Umpqua Bank August 2013 - October 2013
Moss Adams LLP April 2004 - August 2013
Meier & Frank 2002 - 2002
Wells Fargo 1998 - 2001
Skills
Internal Audit, Internal Controls, Assurance, Auditing, Accounting, CPA, Management, Certified Fraud Examiner, US GAAP, SEC filings, GAAP
Education
Portland State University 1997 — 1999
MBA, Business
University of Oregon 1993 — 1997
BS, Electronic Media Productions (Journalism School)
UBS Bank USA January 2015 - Present
Cyient, Ltd October 2014 - Present
Gupton Marrs International June 2009 - Present
Wells Fargo October 2007 - June 2009
BearingPoint, formerly KPMG Consulting August 2005 - September 2007
A.T. Kearney 2002 - 2005
KPMG July 1982 - May 2002
JCPenney October 1976 - June 1982
Bankers Trust January 1974 - October 1976
Skills
Governance, Risk, Customer Experience, Cost Reduction, Marketing Strategy, Go-to-market Strategy, Business Transformation, Business Process..., Management Consulting, Strategy Development, Performance Improvement, Risk Management, Vendor Management, Compliance, Acquisition Integration, Offshoring, Shared Services, Strategic Sourcing, Business Development, Strategy, Financial Risk, Strategic Partnerships, Mergers & Acquisitions, Program Management, Management, Enterprise Software, Consulting, Outsourcing, CRM, Leadership, Business Process, Executive Management, Business Strategy, IT Strategy, Change Management, Portfolio Management, PMO, Cross-functional Team..., Enterprise Risk..., Restructuring, Business Process..., Organizational Design, Due Diligence, Business Analysis, Finance, Process Improvement, Thought Leadership, Project Portfolio..., Strategic Consulting, Process Engineering
Education
Yale School of Management 2006 — 2006
Executive Leadership Program
University of Pennsylvania 1972 — 1974
Bachelor's Degree, Economics
Dana Hall School
Wells Fargo November 2011 - Present
Integrated Financial Engineering Group April 2011 - November 2011
Wells Fargo August 2007 - March 2011
Fannie Mae May 1993 - August 2007
Wharton Business School 1988 - 1991
Skills
Economic Modeling, Financial Modeling, Mathematical Modeling, Econometrics, Statistics, Decision Trees, Risk Analytics, Credit Risk, Model Risk, Model Validation, Economic Capital, Basel Capital, CCAR, Loan Valuation, Consumer Lending, Loan Performance, Mortgage Analytics, Data Analytics, SQL, SAS, SAS E-miner, R/ R Studio/ Revolution..., Matlab, Managing Technical Staff, Technical Writing, LaTeX
Education
University of Pennsylvania 1984 — 1991
PhD, Economics
Vassar College 1980 — 1984
Bachelor of Arts (B.A.), Economics
Wells Fargo May 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers February 2006 - September 2008
Lehman Brothers October 1993 - March 2003
Muller Data Corporation 1992 - 1993
Moody's Investors Service 1985 - 1991
Securities Data Company 1981 - 1985
Skills
Capital Markets, Fixed Income, Equities, Prime Brokerage, Investment Banking, Securities, Certified Financial..., Governance, New Product Validation
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Management, Finance
University of Pennsylvania 1977 — 1981
B.A., International Relations
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Finance, International Business
Martin Scott Wines, Ltd. September 2015 - Present
Kris Vanderslice Yoga & Wellness May 2014 - Present
Nancy Burner & Associates, P.C. September 2014 - March 2015
The Southampton Press April 2011 - September 2014
ADP TotalSource October 2008 - March 2011
Arbonne International August 2005 - March 2011
The Manhattan Mortgage Company June 1999 - March 2010
Wells Fargo 2003 - 2004
Skills
Advertising, Small Business, Marketing Strategy, Real Estate, Marketing, Salesforce.com, Cold Calling, Social Media, Sales, Social Media Marketing, Public Speaking, New Business Development, Strategic Planning, Account Management, Relationship Management, Mortgage Lending, Customer Service, Online Advertising, Marketing Communications, Sales Management, Contract Negotiation, Coaching, B2B, Event Management, Negotiation, Business Development, Leadership, Direct Sales, Retail, Team Building, Selling, Social Networking, Entrepreneurship, Employee Benefits, Lead Generation, Human Resources, Online Marketing
Education
University of Pennsylvania 1987 — 1991
Bachelor of Arts, Communication
Bellport High School 1983 — 1987
Citi July 2015 - Present
US Army May 2013 - Present
KPMG US January 2015 - April 2015
Armed Forces Academies Preparatory School July 2013 - September 2013
US Army January 2008 - May 2013
Wells Fargo December 2011 - November 2012
Skills
Research, Customer Service, Government, Microsoft Word, PowerPoint, Teamwork, Public Speaking, Training, Leadership, Microsoft Excel, Military, Team Leadership, English, Windows, Operations Management, Management, Event Planning, Security Clearance, Microsoft Office, Emergency Management, Army, Analysis, Program Management, DoD, Military Operations, Citrix XenDesktop, E-Discovery Consulting, Citrix, Leadership Development, Team Building, Project Management, Time Management, Policy, Consulting, Military Experience
Education
Saint John's University 2009 — 2013
Bachelor's Degree, Criminal Justice/Legal Studies
North Georgia State University 2012 — 2012
Foundation degree, Cultural Studies/Critical Theory and Analysis
University of Pennsylvania 2011 — 2012
Foundation degree, Applied Psychology
John Burroghs School 2005 — 2007
High School, General Studies
ZS Associates January 2015 - Present
The Wharton School September 2009 - May 2014
Wells Fargo May 2013 - August 2013
Global Marketing Associates September 2011 - April 2012
U.S. House of Representatives August 2011 - December 2011
Skills
Economics, PowerPoint, Microsoft Office, Research, Data Analysis, Microsoft Excel, Social Media, Public Speaking, Microsoft Word, Spanish, Microsoft Access, Marketing Strategy, Sales Management, Business Strategy, Sales Force Alignment
Education
University of Pennsylvania 2009 — 2014
Bachelor of Arts, International Relations and Affairs
University of Pennsylvania - The Wharton School 2009 — 2014
Bachelor of Science, Economics
Jaemar, Inc June 2015 - Present
Wells Fargo September 2013 - July 2014
Wine Freedom November 2012 - July 2013
Fonterra March 2012 - April 2012
RPX Corporation January 2012 - March 2012
RPX Corporation November 2010 - February 2011
California Commercial Security September 2008 - December 2008
Skills
Research, Customer Service, Data Analysis, Analysis
Education
University of Otago 2010 — 2013
Bachelors in Commerce, International Business Major with a Business Law Minor, Finance, Management, Marketing, Spanish, Senior
University of Otago 2010 — 2013
Bachelor of Commerce (B.Com.), Entrepreneurship/Entrepreneurial Studies
2004 - 2008Poway High School 2004 — 2008
High School Diploma
Wells Fargo 2015 - Present
University of Oregon 2012 - Present
Elaine Bell Catering Company June 2014 - September 2014
Auberge du Soliel June 2014 - September 2014
Firewood Café April 2012 - November 2012
Ubuntu Restaurant and Yoga Studio March 2011 - November 2011
Skills
Bilingual-English/Spanis..., Microsoft Excel, Interpersonal..., Creative..., Social Networking, Public Speaking, Microsoft Office, Customer Service, International Real...
Education
University of Oregon 2012 — 2015
Bachelor of Arts (BA), Applied Business & Economics / Spanish Language & Literature
Instituto Tecnológico de Querétaro 2013 — 2013
Study Abroad, Social Science & Spanish Literature
Napa High School 2008 — 2012
Bank of the West May 2014 - Present
Comrade July 2013 - January 2014
Wells Fargo August 2012 - December 2012
Hotwire February 2008 - February 2012
Wells Fargo February 2006 - May 2007
Not for Tourists, Inc May 2005 - July 2005
France Telecom R&D September 2001 - April 2002
Goodby, Silverstein & Partners March 2000 - February 2001
Skills
Information Architecture, Proofreading, Content Strategy, User Experience, Content Development, Internal Communications, SEO, Copywriting, Blogging, User Interface Design, Technical Writing, Web Content, Mobile Devices, Advertising, Editing, Social Media, SEM, Content Management, Editorial, User Interface, Analytics, Management, Usability, Agile Methodologies, Marketing
Education
University of San Francisco
Master of Fine Arts (MFA), Writing
University of Pennsylvania
Bachelor of Arts, Biological
Wells Fargo October 2014 - Present
Wells Fargo Advisors September 2014 - Present
Wells Fargo April 2013 - October 2014
New Leaf Community Markets January 2012 - January 2013
Skills
Personal Banking, Business Banking, Mathematics, Sourcing New Business, Customer Service, Sales, Management, Insurance, Commercial Banking, Credit Cards, Investments, Banking, Relationship Management, Credit, Loans
Education
University of Oregon
Bachelor of Science (B.S.), Applied Mathematics
R2C Group April 2015 - Present
Portland Children's Museum July 2014 - April 2015
Portland Children's Museum July 2012 - July 2014
Portland Children's Museum July 2011 - July 2012
Portland Children's Museum January 2011 - July 2011
Wells Fargo June 2008 - September 2008
Skills
Marketing Strategy, Social Media, Advertising, Marketing, Project Management, Customer Service, Public Relations, Google Drive, Microsoft Office, Illustrator, Nonprofits, Media Buying, Sales, Media Relations, Event Planning
Education
University of Oregon - Charles H. Lundquist College of Business 2006 — 2010
Bachelor's Degree, Business Administration, concentrating in Marketing
Wells Fargo 2007 - 2008
Apple 2001 - 2005
Model N 2000 - 2001
Adecco Group 1999 - 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
University of Oregon 1994 — 1999
BA, English Literature & Business Administration
University of Oregon 1994 — 1999
Bachelor of Arts, English and Business Management
Sacred Heart Preparatory
Sacred Heart Preparatory
Sacred Heart Preparatory
JPS International Inc. January 2015 - Present
Wells Fargo May 2013 - August 2014
US Bank September 2008 - May 2013
Fahey Machinery March 2005 - September 2008
Skills
Lines Of Credit, Construction Loans, Real Estate, Finance, Small Business Lending, Loans, Commercial Lending, Banking Solutions, SBA, Commercial Mortgages, Mortgage Lending, Credit Analysis, Credit, Loan Origination, Commercial Banking, Due Diligence, Financial Analysis, Financial Modeling, Strategic Financial..., Refinance, Small Business, Underwriting, Sales, Portfolio Management, Customer Service, Commercial Real Estate, Banking
Education
University of Oregon 1999 — 2003
Bachelor of Science, Political Science
University of Oregon 1999 — 2003
Bachelor of Science, Political Science
LinkedIn January 2015 - Present
LinkedIn July 2014 - Present
RuffaloCODY September 2013 - April 2014
Kaiser Permanente June 2013 - August 2013
Wells Fargo June 2012 - August 2012
Wells Fargo May 2011 - August 2011
University of Pennsylvania Health System November 2010 - May 2011
Skills
Recruiting, Training, Marketing, Microsoft Office, Lotus Notes, Cisco WebEx, Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Economics
Miramonte High School 2006 — 2010
Wells Fargo November 2013 - December 2014
Deutsche Bank Securities June 2008 - January 2009
Bank of America November 2004 - June 2008
Deutsche Bank October 2000 - July 2004
WinMill Software August 1999 - July 2000
Skills
Middle Office, Project Management, Databases, Fixed Income, Credit Derivatives, Agile Methodologies, Risk Management, Trading, Derivatives, PMO, Requirements Gathering, Management, Business Analysis, CRM, Financial Services, Business Requirements, Trading Systems, Equity Derivatives, Investment Banking
Education
University of Pennsylvania 1996 — 1999
B.A., Mathematics
Charles Schwab Investment Management 2009 - Present
Charles Schwab Investment Management 2009 - Present
Barclays Global Investors 2004 - 2009
Wells Fargo 2003 - 2004
Oracle (Siebel Systems) 2001 - 2003
PwC 1995 - 1999
Skills
Asset Management, Portfolio Management, Quantitative Investing, Mutual Funds, ETFs, Emerging Markets, Capital Markets, Management Consulting, Global Investment...
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
University of New South Wales
BSc
Wells Fargo Securities June 2013 - Present
PennPac March 2014 - June 2014
Wells Fargo May 2012 - August 2012
KSW Consulting June 2011 - August 2011
School District of Philadelphia October 2010 - August 2011
Skills
Data Analysis, Microsoft Office, Research, Proposal Writing, Presentation Development, Series 52, Series 63, Financial Modeling, Investment Banking, Bloomberg, Capital Markets, Fixed Income, Financial Analysis
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts, Philosophy, Politics, & Economics; History
Pinnacle Capital Mortgage Corp October 2014 - Present
LoanStar Home Lending December 2013 - October 2014
Cobalt Mortgage September 2012 - December 2013
Wells Fargo 2008 - 2012
Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, FHA, Loan Origination, Credit, USDA, Residential Mortgages, VA loans, FHA financing, Banking, Credit Analysis, Reverse Mortgages, Certified Mortgage...
Education
University of Oregon 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Crescent Valley High School 1976 — 1979
Wells Fargo January 2015 - Present
Wells Fargo Corporate Properties Group July 2012 - April 2014
Wells Fargo Bank March 2010 - September 2011
ONE SOURCE VISUAL MARKETING SOLUTIONS November 2008 - May 2009
Embarcadero Technologies March 2006 - May 2008
Wells Fargo Bank October 2002 - January 2006
E-Commerce Development February 2000 - October 2002
Wells Fargo Bank July 1999 - February 2000
CREDIT SUISSE FIRST September 1998 - July 1999
Skills
Program Management, Business Strategy, Business Process Design, Change Management, Relationship Management, Product Management, Solution Implementation, Project Management, Marketing Communications, Strategic Consulting, Business Development, Business Intelligence, Competitive Analysis, Integration, E-commerce, Strategic Planning, Market Research, Leadership, Account Management
Education
University of Pennsylvania
B.A, Communications and Commerce
Temple University in Rome
UC Berkeley Extension
Transamerica Retirement Solutions October 2014 - Present
MassMutual Financial Group May 2014 - September 2014
Transamerica Retirement Solutions December 2012 - May 2014
John Hancock Life Insurance Company (U.S.A.) April 2010 - August 2012
Wells Fargo April 2006 - September 2009
Principal Financial Group 2004 - 2006
SelectQuote January 2003 - 2004
Lincoln Financial Distributors 2001 - 2002
Charles Schwab 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
401k, Investments, Insurance, Retirement Planning, Retirement, Leadership, Series 7, Mutual Funds, Employee Benefits, Strategy, Marketing, Lead Generation, Series 63, Securities, Strategic Planning, Management, Team Building, Long-term Care, Fixed Annuities, Financial Advisory, Finance, Negotiation, Competitive Analysis, Selling Skills, Business Development, Life Insurance, Health Insurance, CRM, Small Business, Social Influence, Relationship Management, Bilingual, Sales Management, Strategic Financial..., Sales, Budgets, Expense Management, Personal Financial..., FINRA, Defined Benefit, Financial Services, Portfolio Management, IRAs, Consulting, Asset Allocation, Wealth Management, 457 Plans, Financial Planning, Asset Management, Investment Advisory
Education
University of Pennsylvania 1992 — 1996
BA, Psychology
Winchester HS 1988 — 1992
Diploma, High School/Secondary Diplomas and Certificates
Wells Fargo August 2009 - Present
Citigroup June 2008 - August 2008
The Bank of New York Mellon April 2007 - July 2008
Skills
Capital Markets, Microsoft Excel, Trading, Risk Management
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelors of Science, Economics: Finance
Saint John Vianney High School
Hillerich & Bradsby Co. November 2011 - August 2015
AlixPartners September 2009 - November 2011
The Carlyle Group March 2006 - March 2009
Goldman Sachs August 2003 - March 2006
Wells Fargo June 1997 - May 2001
Skills
Private Equity, Due Diligence, Restructuring, Investments, Divestitures, Capital Raises, Venture Capital, Corporate Finance, Business Strategy, Strategic Leadership, Corporate Development, Mergers & Acquisitions, Investment Banking, Management, Portfolio Management, Structured Finance, Financial Modeling, Finance
Education
University of Pennsylvania 2001 — 2003
MBA
University of Pennsylvania 2001 — 2003
MA
University of Washington 1992 — 1997
BA
University of Washington 1992 — 1997
BA
Foresters Financial Services June 2015 - Present
Luxottica Group April 2013 - January 2015
Wells Fargo February 2011 - February 2012
Skills
Wealth Management, Finance, Financial Planning, Customer Service, Management, Merchandising, Visual Merchandising, Retail, Marketing, Inventory Management, Sales Management
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Morgan Stanley June 2015 - Present
Milken Family Foundation 2011 - 2015
Morgan Stanley June 2014 - August 2014
UBS Wealth Management June 2013 - July 2013
UBS Wealth Management July 2012 - August 2012
Yuet Hing Fat Investment Co. May 2012 - July 2012
Wells Fargo July 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Analysis, Equities, Portfolio Management, Investments, Wealth Management, Investment Strategies, Financial Services, Asset Management, Derivatives, Bonds
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), International Relations and Economics, Magna Cum Laude
Gabrielino High School 2008 — 2011
Salutatorian
James Hardie Building Products August 2012 - Present
Paychex October 2009 - August 2012
Enterprise Rent-A-Car: Commercial Truck Division September 2008 - October 2009
Enterprise Rent-A-Car January 2007 - September 2008
Wells Fargo August 2006 - January 2007
Skills
Payroll, Management, Marketing, Cold Calling, Operations Management, Small Business, Sales, Customer Satisfaction, Salesforce.com, Sales Process, Direct Sales, Customer Service, Selling, B2B, Leadership, New Business Development, Training, Account Management, Sales Operations
Education
University of Oregon 2002 — 2006
Bachelor of Science, Economics & Business Administration
Wells Fargo 2014 - Present
Contango Capital Advisors 2007 - 2012
Telegraph Hill Advisory 2000 - 2007
Heights Capital Management 1997 - 2000
JP Morgan 1988 - 1996
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Dartmouth College
Bachelor of Arts (B.A.), Mathematics and Anthropology
Esurance March 2014 - Present
Pact, an Adoption Alliance November 2011 - Present
CMO Council July 2009 - Present
Wells Fargo April 2008 - March 2014
Jewish Community Center of San Francisco March 2001 - June 2008
Wells Fargo July 2004 - March 2008
Blue Shield of California January 2000 - January 2004
Blue Shield of California August 1998 - December 1999
ConAgra / Hunt Wesson June 1996 - March 1998
ConAgra / Hunt Wesson May 1993 - May 1996
Skills
Digital Strategy, Mobile Marketing, Digital Media, SEM, Product Development, SEO, Strategy, Marketing, High Performance Teams, Multi-channel Retail, Integrated Marketing, Analytics, Cross-functional Team..., B2B, Digital Marketing, Marketing Management, Product Marketing, Marketing Strategy, Direct Marketing, Online Advertising, Brand Management, Strategic Planning, Marketing Communications, Social Media, Social Media Marketing, Research, Lead Generation, Interactive Marketing, Leadership, Database Marketing, Market Research, Customer Insight, Product Management, E-commerce, Online Marketing, Mobile Devices
Education
University of Rochester (Simon School) 1987 — 1988
MBA, Marketing
University of Pennsylvania 1980 — 1983
B.A., International Relations
LeaseLine, Inc. December 1990 - Present
The Agápē Roasting Project May 2013 - Present
BOK Financial September 2005 - June 2007
Wells Fargo April 2004 - April 2006
First United Bank January 1999 - March 2003
Skills
Credit, Loans, Credit Analysis, Commercial Lending, Finance, Mergers & Acquisitions, Mortgage Lending, Real Estate, Asset Based Lending, Funding, Commercial Real Estate, Lines Of Credit, Financial Analysis, Investments, Portfolio Management, Mergers, Due Diligence, Small Business Lending, Coffee Roasting, Banking, Asset Management, Film Criticism, Loan Origination, Treasury Management, Specialty Coffee
Education
Coffee Lab International 2013 — 2013
Cupping and Roasting
University of Pennsylvania - The Wharton School
Finance/Real Estate
Regions Bank October 2015 - Present
SunTrust Bank October 2013 - May 2015
BB&T Corporation May 2010 - 2013
National Financial, a Fidelity Investments Company March 2007 - May 2010
SunTrust Bank October 2005 - January 2007
SunTrust Bank January 2002 - October 2005
PNC Financial Services May 1999 - December 2001
Wells Fargo November 1996 - April 1999
Wells Fargo June 1994 - November 1996
Wells Fargo June 1989 - June 1994
Skills
Portfolio Management, Wealth Management, Financial Services, Banking, Strategy, Management, Business Development, Leadership, Marketing Strategy, Wealth Management..., Talent Management, Mergers & Acquisitions, Business Transformation, Credit, Marketing, Training, Commercial Lending, Product Management, Small Business Lending, Program Management, Analytics, Sales, Strategic Planning, Consumer Lending, Wealth, Entrepreneurship, Finance, Private Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 2000 — 2001
Virginia Polytechnic Institute and State University 1983 — 1987
B. S Economics
Bank of the West August 2013 - Present
Wells Fargo August 2002 - July 2013
Skills
Bank Secrecy Act, AML, OFAC, USA PATRIOT Act, Compliance, CAMS, Risk Management, Regulatory Risk, KYC, Banking, Credit, Financial Services, Fraud, Operational Risk, Enterprise Risk..., Financial Risk, Regulations, Commercial Lending, Operational Risk..., Loans, Risk Assessment, Commercial Banking
Education
University of Oregon
Wells Fargo January 2013 - Present
Reval June 2012 - January 2013
Reval November 2011 - June 2012
Charles River Development August 2009 - November 2010
Reval August 2007 - August 2009
Ipreo 2006 - 2007
I-Deal 2005 - 2006
Skills
Product Management, Fixed Income, Trading Systems, Business Analysis, Electronic Trading, Market Data, Risk Management, Prime Brokerage, Capital Markets, Financial Markets, FX Options, Derivatives, SaaS, Portfolio Management, Banking, Equities, Financial Services, Trading, Vendor Management, Options, SDLC
Education
University of Pennsylvania 2000 — 2004
BS, International Relations
Wells Fargo January 2015 - Present
Wells Fargo Bank October 2004 - January 2015
Wells Fargo April 2003 - October 2004
Wells Fargo July 1999 - April 2003
Talent Tree March 1998 - June 1999
Citysearch August 1997 - March 1998
Skills
Treasury Management, Cash Management, Commercial Banking, Treasury Services, Portfolio Management, Cross Selling, Banking, Product Management, Small Business Lending, Public Speaking, Relationship Management, Credit, ACH, Commercial Mortgages, Demonstrations, Financial Services, Payments, Credit Analysis, Merchant Services, Sports, Mergers & Acquisitions, Risk Management, Business Relationship..., Product Demonstration, Consumer Lending, Lines Of Credit, Electronic Payments, Asset Based Lending, Retail Banking, Internet Banking, Deposits, Banking Relationships, Knitting
Education
University of Portland 2001 — 2004
MBA, Marketing
University of Oregon - Charles H. Lundquist College of Business 1993 — 1997
Bachelor of Science, Marketing and Management
Beaverton High School
ASB Capital Management June 2011 - Present
Wells Fargo October 2009 - June 2011
Wachovia Securities June 2008 - September 2009
Capital Trust June 2007 - August 2007
Opus Northwest May 2006 - August 2006
Skills
Real Estate, Investments, Real Estate Development, Investment Properties, Asset Managment, Underwriting, Financial Modeling, Valuation, Finance, Real Estate Economics, Due Diligence, Financial Analysis, Commercial Real Estate, Real Estate Transactions, Credit Analysis, Capital Markets, Real Estate Financing
Education
University of Pennsylvania 2004 — 2008
Bachelor of Science (B.S.)
University of Pennsylvania - The Wharton School 2004 — 2008
BS Economics
Wells Fargo 2009 - Present
Wells Fargo Bank, N.A. June 1985 - Present
Skills
Financial Risk, Banking, Portfolio Management, Credit, Capital Markets, Risk Management, Fixed Income, Financial Services, Commercial Banking, Retail Banking, Cash Management, Treasury Management, Operational Risk..., AML, Credit Risk, Credit Analysis, Loans, Payments
Education
University of Pennsylvania 1980 — 1985
Wells Fargo 2001 - Present
Scotia Capital 1997 - 2001
Skills
Risk Management, Asset Management, Portfolio Management, Strategic Planning, Mergers & Acquisitions, Commercial Banking, Valuation
Education
University of Oregon - Charles H. Lundquist College of Business 1987 — 1991
Bachelor of Science (BS), Finance, General
JP Morgan Chase July 2010 - Present
Citibank June 2008 - July 2010
Citibank December 2006 - June 2008
Wells Fargo 2006 - 2006
Servicio de Impuestos Internos 2005 - 2005
Education
University of Oregon - Charles H. Lundquist College of Business 2001 — 2004
Bachelors of Science
Wells Fargo June 2012 - Present
KeyBank March 2010 - June 2012
Bank of the West January 2006 - March 2010
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2005
Bachelor of Science (B.S.), Business
WaMu relationship managerjp morgan2007 - Present
Wells Fargo 2002 - 2007
Bank of America Home Loans 1997 - 2001
Shasta High School 1989 - 1992
Skills
Portfolio Management, Small Business Lending, Insurance, Banking, Underwriting, Credit, Relationship Management, Credit Analysis, Mortgage Lending, Commercial Banking, Commercial Lending, Financial Services, Business Development, Small Business, Loans, Investments, Customer Service, Mortgage Banking, Loan Origination
Education
University of Oregon 1992 — 1996
BS, Marketing and Design
Shasta High School
Wells Fargo October 1992 - Present
Education
University of Oregon
Armanino LLP April 2014 - Present
Wells Fargo August 2013 - December 2013
Stickler Chocolates April 2011 - May 2013
Blue Shield of California May 2005 - March 2011
KPMG LLP February 2001 - October 2004
YouDecide.com May 2000 - February 2001
Standard & Poor's August 1998 - May 2000
American Banker Newsletters January 1998 - August 1998
Skills
Copy Editing, Content Strategy, Marketing Communications, Content Development, Direct Marketing, Newsletters, Copywriting, Editing, Social Media, Integrated Marketing, Corporate Communications, Email Marketing, Blogging, Direct Mail, Internal Communications, Online Marketing, Creative Direction, Digital Marketing, Art Direction, Content Management, Web Content, Digital Media, Magazines, Editorial, Publishing, Advertising, Brand Management, Marketing, Brochures, Digital Strategy, Layout, Publications
Education
Northwestern University, Medill School of Journalism
M.S., Journalism
University of Pennsylvania
B.A., American Civilization
Wells Fargo June 2012 - Present
Deutsche Bank April 2007 - June 2012
SS&C Technologies May 1999 - March 2007
Brown Brothers Harriman April 1995 - May 1999
Bankers Trust July 1988 - March 1999
Education
University of Pennsylvania 1984 — 1988
BA, Economics
Wells Fargo May 2005 - Present
Western Bank/Washington Mutual November 1997 - October 2004
First Interstate/Wells Fargo August 1979 - December 1996
Skills
Editing, Corporate Communications, SharePoint, Marketing, Internal Communications, Training, Internal Audit, Newsletters, Management, Bank Secrecy Act, Banking, Risk Management, Leadership
Education
University of Oregon 1974 — 1977
Journalism
McKenzie High School
The Pew Charitable Trusts June 2006 - Present
Wells Fargo August 2005 - June 2006
University of Pennsylvania June 2003 - August 2005
The Children's Hospital of Philadelphia January 2002 - June 2003
WHYY October 1999 - January 2002
Library Company of Philadelphia October 1998 - October 1999
AIDS Delaware November 1997 - October 1998
University of Pennsylvania January 1995 - November 1997
Skills
Grants, Grant Writing, Program Evaluation, Philanthropy, Non-profits, Project Management, Budgets, Due Diligence, Program Development, Nonprofits, Fundraising, Financial Analysis, Financial Reporting, Proposal Writing, Technical Writing, PeopleSoft, Program Management, Community Outreach, Board Development, Public Policy, Volunteer Management, Strategic Communications, Policy Analysis, Annual Giving, Stewardship, Non-profit...
Education
University of Pennsylvania
MLA, History & Sociology of Science
Wellesley College 1986 — 1989
BA, American Studies, English
Los Angeles College of Music April 2014 - Present
Los Angeles College of Music 1998 - Present
Los Angeles College of Music 2011 - 2014
Wells Fargo 2005 - 2008
Wells Fargo 2002 - 2004
Skills
Music Education, Vocology, American Roots Music..., Program Management, Curriculum Development, Market Research, Marketing Strategy, Marketing Communications, Employee Training, Business Continuity..., Writing, Microsoft Office
Education
University of Pennsylvania
Bachelor's degree, English (Creative Writing)
Wells Fargo May 1996 - Present
Education
University of Oregon 1990 — 1994
Bachelor of Science
Bank of Montreal February 1994 - April 2012
Altzheimers Association November 1992 - February 1994
Sidley Austin LLP April 1988 - November 1990
The Bank of California (now Union Bank) February 1984 - November 1987
Wells Fargo November 1979 - February 1984
Skills
Securities, Alternative Investments, Investments, Risk Management, Financial Services, Wealth Management, Equities, Mutual Funds, Banking, Investment Advisory, Asset Management, Financial Risk, Due Diligence, Fixed Income, Portfolio Management, Private Equity, Hedge Funds
Education
University of San Francisco School of Law 1974 — 1977
JD, Magna cum Laude, Law
University of Pennsylvania 1971 — 1974
BA, Magna cum Laude, History
Umpqua Bank May 2005 - Present
Wells Fargo May 2004 - April 2005
Bank of the Northwest January 1999 - January 2004
US Bank February 1997 - May 1999
West One Bank May 1992 - February 1997
Skills
Cash Management, Start-ups, Treasury Management, Sales Management, Credit Cards, Portfolio Management, Commercial Banking, Underwriting, Payments, Sales, Banking, Merchant Services, Salesforce.com, Loans, Credit, ACH, Small Business Lending
Education
University of Oregon 1986 — 1991
Herman Miller August 1998 - Present
Wells Fargo January 1991 - August 1998
Robinson Mills and Williams September 1989 - January 1991
Skills
Furniture, Space planning, Move Management, Interior Design, Space-planning, New Business Development, Furnishings, Account Management, FF&E, Rendering, Retail, Selling, AutoCAD, Sustainable Design, Design Research, Contract Negotiation, Interior Architecture, Retail Design, LEED AP, Workplace Design, Strategic Planning
Education
University of Oregon 1977 — 1984
B of A, Architecture
Wells Fargo Wealth Brokerage Retirement May 2013 - August 2014
Wells Fargo February 2006 - May 2013
Wells Fargo Bank September 1993 - February 2006
Wells Fargo June 1984 - September 1993
Skills
Commercial Mortgages, Credit, Loans, Commercial Lending, Banking, Commercial Banking, Underwriting, Treasury Management, Financial Analysis, Asset Based Lending, Small Business Lending
Education
University of Pennsylvania
BA
University of Southern California - Marshall School of Business
MBA
Strategic Marketing Consulting 2009 - Present
WellPoint 2005 - 2009
Wells Fargo 2001 - 2005
Education
University of Oregon
B.S., International Relations, Business, Economics
Miraca Life Sciences February 2014 - Present
Miraca Life Sciences April 2012 - February 2014
Miraca Life Sciences January 2009 - April 2012
Caris Diagnostics (Miraca Life Sciences) 2008 - 2009
Caris Diagnostics (Miraca Life Sciences) 2006 - 2008
Pathology Partners, Inc (Miraca Life Sciences) 2005 - 2006
Pathology Partners, Inc (Miraca Life Sciences) 2004 - 2005
Pathology Partners, Inc (Miraca Life Sciences) 2004 - 2004
Wells Fargo 2003 - 2004
QuikTrip 1997 - 2003
Skills
Process Improvement, Healthcare, Sales, Strategic Planning, Team Building, New Business Development, Management, Sales Management, Marketing Strategy, Sales Operations, Strategic Partnerships, Business Development, Start-ups, Leadership, Competitive Analysis, Training, Operations Management, Change Management
Education
Wichita State University
BBA, Business Administration; minors in Economics, Finance & Management
University of Pennsylvania - The Wharton School
Executive Education, Innovation for Growth: Strategies and Best Practices
Additional Professional Training
Sibley Hospital September 2009 - Present
Sparks January 2008 - March 2009
Marriott International June 2007 - December 2007
Wells Fargo February 2005 - June 2007
Bank of America 2005 - 2006
Fannie Mae 1994 - 1998
Education
University of Pennsylvania
BA, Political Science, English Minor
University of Pennsylvania - The Wharton School
BA and MBA, Political Science undergrad; Finance Grad
US Trust, Bank of America Private Wealth Management January 1998 - Present
Wells Fargo March 1996 - December 1997
First Interstate Bank of Oregon October 1988 - March 1996
James Maletis, PC; Furrer & Scott October 1980 - October 1988
Skills
Estate Planning, Trusts, Wealth Management, High Net Worth..., Fiduciary, Estate Tax Planning, Asset Protection, Wills, Estate Law, Tax, Asset Allocation, Retirement, Asset Management, Investment Management, Wealth, Management, Private Banking
Education
ABA National Graduate Trust School 1991 — 1993
Diploma, Trusts, Estates, Investments, Personal Finance, Graduated with Honors
University of Oregon School of Law 1977 — 1980
JD, Law
University of Puget Sound 1973 — 1977
BA, Urban Studies & Economics
J.P. Morgan AnalystBioAdvanceJanuary 2013 - February 2013
Wells Fargo June 2011 - July 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence
Education
University of Pennsylvania 2008 — 2012
BA in Biology
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS) in Economics, Finance, Legal Studies
Bellaire High School
Wells Fargo January 2009 - Present
Wachovia, A Wells Fargo Company June 2003 - January 2009
Skills
SDLC, Vendor Management, Enterprise Architecture, Integration, Data Center, Portfolio Management, IT Management, Disaster Recovery, Visio, Business Analysis, Software Documentation, Virtualization, Banking, SharePoint, Risk Management, Process Improvement, Business Continuity, IT Strategy, ITIL, PMO, PMP, Program Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Security, Servers, Troubleshooting, Software Project...
Education
University of Pennsylvania 1998 — 2002
BSE, Electrical and Systems Engineering
Delbarton School 1992 — 1998
FINQ, LLC March 2012 - March 2013
Wells Fargo October 2011 - February 2012
Wells Fargo March 2010 - October 2011
Federal Reserve Bank May 2009 - November 2009
Fiduciary Asset Management July 2009 - September 2009
Hammond Associates 2009 - 2009
Michael Nutter Mayoral Campaign October 2006 - May 2007
Nutter Campaign for Mayor 2007 - 2007
Skills
MLP, Financial Modeling, Financial Analysis, Valuation, Equity Research, Economics, Capital Markets, Corporate Finance, SAS, Statistics, Equities, VBA, Quantitative Analytics, Hedge Funds, Analytics, Fixed Income
Education
Washington University in St. Louis 2008 — 2009
MSF, Finance
University of Pennsylvania 2005 — 2008
BA, Economics, Mathematics
St. Paul's 2001 — 2005
ISM
ISM
KeyBank July 2015 - Present
Wells Fargo October 2013 - July 2015
Bank of America January 2012 - October 2013
Wells Fargo December 2008 - December 2011
Wells Fargo April 2006 - July 2008
Wells Fargo Bank January 2005 - March 2006
Citi Group October 2003 - January 2005
Skills
Loans, Commercial Banking, Small Business Lending, Banking, Portfolio Management, Treasury Management, Credit, Underwriting, Investments, Relationship Management, Lines Of Credit, Mortgage Lending, Cash Management, Cross Selling, Credit Analysis, Financial Services, Commercial Lending, Financial Analysis, SBA, CRM, Competitive Analysis, Wealth Management, Loan Origination, Sales, Finance, Merchant Services, Small Business, Credit Cards
Education
University of Oregon 1999 — 2003
B.S
Wells Fargo January 1997 - Present
Wells Fargo 1986 - 1996
Wells Fargo 1979 - 1986
Education
University of Wisconsin-Madison 1991 — 1993
BAI school, Audit Management
University of Oregon - Charles H. Lundquist College of Business 1973 — 1978
BS, Finance
Wells Fargo June 2011 - Present
Wells Fargo September 2007 - June 2011
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2006
Bachelors, Finance
Wells Fargo October 2010 - Present
Barclays Capital September 2008 - October 2010
Lehman Brothers February 2003 - September 2008
Morgan Stanley 2000 - 2003
Bloomberg 1995 - 2000
Skills
Electronic Trading, FX Options, Sales, Capital Markets, Trading, Trading Systems, Equities, Hedge Funds, Derivatives, Financial Markets, Bloomberg, Equity Trading, Series 7, Fixed Income
Education
University of Pennsylvania
BA
Wells Fargo June 2005 - Present
Education
University of Oregon
Wells Fargo Practice Finance October 2012 - Present
Wells Fargo October 2010 - October 2012
Envision Capital Group March 2007 - September 2010
Balboa Capital 2003 - 2005
Skills
Consultative Selling, Underwriting, Commercial Banking, Credit, Account Management, Business Acquisition, Team Building, Dependency
Education
University of Oregon 1997 — 2003
Bachelor's degree, Business Admin/Poly Science
West Albany HS
Wells Fargo July 2014 - Present
Townhouse Partners June 2011 - June 2014
Union Construction Company 2010 - 2011
The Children's Hospital of Philadelphia 2007 - 2010
Skills
Healthcare Management, Clinical Research
Education
Yale University School of Medicine 2007 — 2007
Donald J. Cohen Fellowship in Developmental Neuroimaging
University of Pennsylvania 2003 — 2007
Biological Basis of Behavior / Health Care Management
Wells Fargo June 2013 - Present
GM Financial/AmeriCredit December 2011 - June 2013
Paramount Equity Mortgage April 2010 - June 2011
Islands Tanning March 2007 - February 2010
ACC Consumer Finance 2006 - 2007
HSBC 2005 - 2006
Triad Financial SM LLC 2000 - 2005
Skills
Credit, Loans, Credit Analysis, Mortgage Lending, Credit Risk, Relationship Management, Sales, Customer Satisfaction, New Business Development, Customer Service, Training, Sales Management, Customer Retention, Underwriting, Negotiation, Sales Operations, Finance, Marketing, Banking, Loan Origination, Business Development, Account Management, Team Building, Salesforce.com, Sales Presentations, Automobile, Dealers, Selling, Sales Process, Profit, Funding, Financial Services, Automotive, Marketing Strategy, Cross Selling, Cold Calling, Commercial Lending, Consumer Lending, Call Centers, Executive Management, Mortgage Banking
Education
University of Oregon 1992 — 1995
Business
Wells Fargo May 2011 - January 2012
Wells Fargo October 2007 - May 2011
Education
University of Oregon 1998 — 2002
BA, International/Global Studies
Wells Fargo October 1988 - Present
Education
University of Pennsylvania 1990 — 1992
Master of Science, Dynamics of Organization
Bucknell University 1983 — 1987
Bachelor of Arts, English, Marketing, Legal Studies
Wells Fargo May 2014 - Present
M&T Bank July 2010 - May 2014
M&T Bank July 2010 - June 2011
Skills
Marketing, SEO, Strategy, Analytics, Banking, Online Marketing, Competitive Analysis, Market Research, Mobile Marketing, Segmentation, Brand Management, Marketing Research, Campaign Management, Marketing Management, Marketing Strategy, Marketing Communications, Data Analysis, Strategic Planning, Paid Search Campaigns, Websites, Digital Marketing, Business Strategy, PPC
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S. in Economics, Marketing, Management
Wells Fargo February 2013 - Present
Wells Fargo Bank 2008 - February 2013
NTCA January 2005 - August 2006
Skills
Banking, Portfolio Management, Mortgage Lending, Commercial Banking, Microsoft Office, Financial Analysis, Credit Analysis, Customer Service, Finance
Education
University of Pennsylvania 2006 — 2009
Post Baccalaureate Pre Med
Western Carolina University 2000 — 2004
BS Finance, Finance
Wells Fargo CEO/CIOTreePoint Capital ManagementMay 2011 - January 2013
Jefferies & Company 2007 - 2011
Bank of America 2005 - 2007
Susquehanna International Group 2000 - 2005
BNP Cooper Neff Group 1999 - 2000
Skills
Equity Derivatives, Market Making, Equities, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equity Trading, Fixed Income, Hedge Funds, Options, Trading, Trading Systems
Education
University of Pennsylvania 1995 — 1999
BA, Biology, Minor Psychology
Walton Street Capital July 2014 - Present
Goldman Sachs - RE Financing Group June 2013 - August 2013
Wells Fargo May 2012 - July 2012
The Related Companies May 2010 - June 2010
Skills
Investment Banking, Valuation, Bloomberg, Venture Capital, Investments, Due Diligence, Financial Analysis, Financial Modeling, Entrepreneurship, Corporate Finance, Microsoft Excel
Education
University of Pennsylvania 2010 — 2014
Wells Fargo October 2009 - September 2012
Berman Consulting Group April 2006 - October 2008
Community First Bank January 2006 - January 2008
LifeWise Health Plan of Oregon August 2003 - April 2006
Education
University of Oregon - Charles H. Lundquist College of Business 2000 — 2003
Bachelor of Science, Business Administration
Wells Fargo March 2015 - Present
Wells Fargo April 2013 - Present
U.S. Bank November 2011 - May 2013
Wells Fargo November 2008 - November 2011
Skills
Credit Analysis, Commercial Banking, Portfolio Management, Financial Analysis, Underwriting, Finance
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science (BS), Finance
Symantec Customer Care SpecialistSymantecNovember 2011 - Present
Symantec 2011 - 2012
Wells Fargo 2009 - 2011
Skills
Salesforce.com, Technical Support, Customer Service, SaaS, Enterprise Software, Direct Sales, Sales Process
Education
University of Oregon 2001 — 2006
Bachelor of Applied Science (BASc), Political Game Theory
Wells Fargo Advisors January 2014 - Present
Wells Fargo June 2007 - December 2013
Skills
Banking, Small Business Lending, Mortgage Lending, Personal Finance, Sales Management, Cross Selling, Retail Banking, Written & Oral..., Consumer Lending, Coaching, Team Leadership, Store Operations, Presentations, Sales Presentations, Public Speaking, Investments, Credit, Loans
Education
University of Pennsylvania 1987 — 1991
Bachelor's degree, Psychology