Wells Fargo

Industry: Financial services company

Description

Wells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org

Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.

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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Wells Fargo Employees

Employee
Years
Job
Industry
Kevin Cabori Kevin Cabori Orange County, California Area Details
Kevin Cabori's Wells Fargo Experience January 2014 - November 2014
Job Sponsorship Account Executive for the Rancho Cucamonga Quakes
Industry Sports
Experience
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

Harlan Juengling Harlan Juengling Greater Denver Area Details
Harlan Juengling's Wells Fargo Experience November 2011 - February 2012
Job Sales at EnerCom, Inc
Industry Marketing and Advertising
Experience
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

Marguerite Leone Marguerite Leone San Francisco, California Details
Marguerite Leone's Wells Fargo Experience June 2014 - Present
Job Financial Analyst at Wells Fargo
Industry Banking
Experience
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

Michelle (Michelle Pistone) Massa Michelle (Michelle Pistone) Massa Las Vegas, Nevada Details
Michelle (Michelle Pistone) Massa's Wells Fargo Experience 2007 - 2013
Job Senior Mortgage Lender at Nevada State Bank
Industry Banking
Experience
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

Micah Bronitsky Micah Bronitsky Beaverton, Oregon Details
Micah Bronitsky's Wells Fargo Experience January 2007 - July 2007
Job Relationship Banker, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
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

Sam Liu Sam Liu New York, New York Details
Sam Liu's Wells Fargo Experience June 2008 - August 2008
Job Director at PwC Advisory
Industry Management Consulting
Experience
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

Teresa Pastore Teresa Pastore Greater Denver Area Details
Teresa Pastore's Wells Fargo Experience November 1983 - August 1999
Job Global Wealth Private Banker, VP, CWS ® at BBVA Compass
Industry Financial Services
Experience
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

Kilee Brown Kilee Brown Eugene, Oregon Details
Kilee Brown's Wells Fargo Experience July 2013 - July 2014
Job Sales Manager at Macy's
Industry Retail
Experience
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

Samantha Pok Samantha Pok Hillsboro, Oregon Details
Samantha Pok's Wells Fargo Experience March 2007 - January 2014
Job Claims Analyst at IBM
Industry Financial Services
Experience
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

Kyhan Turner Kyhan Turner San Francisco, California Details
Kyhan Turner's Wells Fargo Experience April 2012 - June 2013
Job Sales Development Representative at Mixpanel, Inc.
Industry Marketing and Advertising
Experience
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

Robert Schweigert Robert Schweigert Seattle, Washington Details
Robert Schweigert's Wells Fargo Experience June 2004 - April 2008
Job SVP Chief Lending Officer at Salal Credit Union
Industry Financial Services
Experience
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

Chryslene Rebeiro Chryslene Rebeiro San Francisco Bay Area Details
Chryslene Rebeiro's Wells Fargo Experience January 2013 - May 2013
Job Sustainability Program Manager at NetApp
Industry Environmental Services
Experience
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

Michelle McCoy Michelle McCoy Eugene, Oregon Area Details
Michelle McCoy's Wells Fargo Experience 2001 - 2002
Job Vice President/Commercial Relationship Manager at Umpqua Bank
Industry Banking
Experience
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

Andrew Gold Andrew Gold San Francisco Bay Area Details
Andrew Gold's Wells Fargo Experience 2010 - 2012
Job Director, Mobile Design and User Experience, Kaiser Permanente
Industry Hospital & Health Care
Experience
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

Margaret Kovacs Margaret Kovacs Washington D.C. Metro Area Details
Margaret Kovacs's Wells Fargo Experience June 2013 - July 2013
Job Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
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

Leila Premji Leila Premji San Francisco, California Details
Leila Premji's Wells Fargo Experience June 2013 - September 2013
Job Marketing Associate at Viator
Industry Marketing and Advertising
Experience
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

Julia Qiu Julia Qiu San Francisco Bay Area Details
Julia Qiu's Wells Fargo Experience June 2011 - August 2011
Job Associate at New Enterprise Associates (NEA)
Industry Venture Capital & Private Equity
Experience
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

Nick Ondrejka Nick Ondrejka Honolulu, Hawaii Details
Nick Ondrejka's Wells Fargo Experience January 2006 - November 2012
Job Executive Vice President and Chief Technology Officer at Bank of Hawaii
Industry Financial Services
Experience
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

Krista Shennum Krista Shennum Portland, Oregon Details
Krista Shennum's Wells Fargo Experience June 2013 - August 2013
Job Hiking Guide and Deckhand at Alaska Travel Adventures
Industry Environmental Services
Experience
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

Stephen Malfa Stephen Malfa Beaverton, Oregon Details
Stephen Malfa's Wells Fargo Experience September 2009 - April 2010
Job Real Estate Broker at Keller Williams Realty Professionals
Industry Real Estate
Experience
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

Matt Page Matt Page Sacramento, California Area Details
Matt Page's Wells Fargo Experience September 2001 - June 2002
Job Certified Financial Planner at Lucas Group Financial Planners
Industry Financial Services
Experience
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

Harrison Tome Harrison Tome San Francisco Bay Area Details
Harrison Tome's Wells Fargo Experience August 2010 - August 2014
Job Certified Law Student and Law Clerk at San Francisco Public Defender's Office
Industry Law Practice
Experience
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)

Matthew Skorney Matthew Skorney Portland, Oregon Area Details
Matthew Skorney's Wells Fargo Experience February 2010 - February 2013
Job Account Executive at Dealer Spike LLC
Industry Accounting
Experience
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

Cristina Virgilio Cristina Virgilio Greater Philadelphia Area Details
Cristina Virgilio's Wells Fargo Experience June 2012 - April 2014
Job Acquisitions Associate at Exeter Property Group
Industry Commercial Real Estate
Experience
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

Kristen Su Kristen Su New York, New York Details
Kristen Su's Wells Fargo Experience 2011 - 2012
Job Marketing Engineer at MediaMath
Industry Online Media
Experience
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

Justin Pergolini Justin Pergolini Philadelphia, Pennsylvania Details
Justin Pergolini's Wells Fargo Experience May 2013 - August 2013
Job Country officer at Wells Fargo (starting September 2014)
Industry Financial Services
Experience
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

Ryan Halpain Ryan Halpain Portland, Oregon Details
Ryan Halpain's Wells Fargo Experience January 2012 - March 2012
Job Receptionist
Industry Arts and Crafts
Experience
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

Ronald Ruckenstein Ronald Ruckenstein Greater Philadelphia Area Details
Ronald Ruckenstein's Wells Fargo Experience January 1989 - April 1998
Job Project Management professional ron.ruckenstein@gmail.com
Industry Information Technology and Services
Experience
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

Katie (Ley) Kim Katie (Ley) Kim San Francisco, California Details
Katie (Ley) Kim's Wells Fargo Experience November 2013 - Present
Job Research and Insights Manager
Industry Market Research
Experience
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

A. Jeffrey Jacobson, CFA A. Jeffrey Jacobson, CFA Washington D.C. Metro Area Details
A. Jeffrey Jacobson, CFA's Wells Fargo Experience 2001 - 2003
Job Senior Vice President, MidAtlantic Market Manager at SunTrust Bank
Industry Real Estate
Experience
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

Richard Blake Winston, Jr. Richard Blake Winston, Jr. Charlotte, North Carolina Details
Richard Blake Winston, Jr.'s Wells Fargo Experience June 2013 - Present
Job Institutional Interest Rate Derivatives at Wells Fargo
Industry Financial Services
Experience
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

Cristina Virgilio Cristina Virgilio Greater Philadelphia Area Details
Cristina Virgilio's Wells Fargo Experience June 2012 - Present
Job Financial Analyst at Wells Fargo
Industry Commercial Real Estate
Experience
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

Gregory Dietiker Gregory Dietiker Seattle, Washington Details
Gregory Dietiker's Wells Fargo Experience September 2012 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Investment Management
Experience
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

Sean Schlappy Sean Schlappy Bend, Oregon Details
Sean Schlappy's Wells Fargo Experience March 1994 - June 2006
Job Epic Certified Resolute Professional Billing Principal Trainer
Industry Information Services
Experience
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

Brian Clancy Brian Clancy San Francisco Bay Area Details
Brian Clancy's Wells Fargo Experience 2014 - Present
Job Managing Director at Wells Fargo
Industry Financial Services
Experience
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

Russell DeVore Russell DeVore Portland, Oregon Area Details
Russell DeVore's Wells Fargo Experience May 2013 - Present
Job Project Manager at Wells Fargo
Industry Banking
Experience
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

Denise Harris Denise Harris Richmond, Virginia Area Details
Denise Harris's Wells Fargo Experience September 1996 - January 1998
Job Area Sales Manager Lundbeck, US Psychiatry
Industry Hospital & Health Care
Experience
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

Michael Koved Michael Koved San Francisco Bay Area Details
Michael Koved's Wells Fargo Experience June 2011 - Present
Job A Financial Services professional with Finance, Marketing and Operations Expertise
Industry Financial Services
Experience
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

Fred Young Fred Young Boston, Massachusetts Details
Fred Young's Wells Fargo Experience February 1986 - December 2007
Job Managing Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
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

Radhika Shroff Radhika Shroff New York, New York Details
Radhika Shroff's Wells Fargo Experience July 2000 - May 2002
Job Vice President at Accion International
Industry Financial Services
Experience
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

Jean Chatzky Jean Chatzky Greater New York City Area Details
Jean Chatzky's Wells Fargo Experience January 2011 - Present
Job Financial Editor at NBC's TODAY Show
Industry Financial Services
Experience
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

Chen-Yue (Jenny) Lin Chen-Yue (Jenny) Lin Greater Philadelphia Area Details
Chen-Yue (Jenny) Lin's Wells Fargo Experience June 2009 - August 2009
Job Analyst at Signal Hill Capital
Industry Financial Services
Experience
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

Catherine Riemann Catherine Riemann Biloxi, Mississippi Area Details
Catherine Riemann's Wells Fargo Experience 1999 - 2010
Job Regional Manager at New Penn Financial, LLC
Industry Banking
Experience
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

David Floyd David Floyd Portland, Oregon Area Details
David Floyd's Wells Fargo Experience 2000 - 2000
Job
Industry Sporting Goods
Experience
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

Lacei Nelson Lacei Nelson Gresham, Oregon Details
Lacei Nelson's Wells Fargo Experience December 2014 - Present
Job Service Manager at Wells Fargo
Industry Accounting
Experience
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

Steven Sadek Steven Sadek San Francisco Bay Area Details
Steven Sadek's Wells Fargo Experience July 2010 - Present
Job at Wells Fargo
Industry Banking
Experience
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

Adam Hutchison Adam Hutchison San Francisco, California Details
Adam Hutchison's Wells Fargo Experience 2015 - Present
Job Digital Strategy, Small Business at Wells Fargo
Industry Financial Services
Experience
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

Mike Kringlen Mike Kringlen Portland, Oregon Area Details
Mike Kringlen's Wells Fargo Experience September 2003 - 2013
Job VP Commercial Loan Officer at Citizens Bank
Industry Banking
Experience
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

steven cornell steven cornell Portland, Oregon Area Details
steven cornell's Wells Fargo Experience 1998 - 2001
Job VP Fair Banking Manager at Columbia Bank
Industry Accounting
Experience
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)

Andrea Bierce Andrea Bierce Charlotte, North Carolina Details
Andrea Bierce's Wells Fargo Experience October 2007 - June 2009
Job Member of the Board, UBS Bank USA & Cyient, Ltd.
Industry Financial Services
Experience
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

Henry Buist Henry Buist Charleston, South Carolina Details
Henry Buist's Wells Fargo Experience November 2011 - Present
Job Advanced Analytics Consultant, Corporate Model Risk, Wells Fargo & Co.
Industry Financial Services
Experience
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

Robert Bing Robert Bing San Francisco, California Details
Robert Bing's Wells Fargo Experience May 2013 - Present
Job Head of Governance & Reporting, Regulatory Risk Management at Wells Fargo
Industry Banking
Experience
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

Kris Vanderslice Kris Vanderslice Greater New York City Area Details
Kris Vanderslice's Wells Fargo Experience 2003 - 2004
Job Fine Wine and Craft Spirit Consultant at Martin Scott Wines, Ltd.
Industry Wine and Spirits
Experience
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

JoAnna Brady JoAnna Brady New York, New York Details
JoAnna Brady's Wells Fargo Experience December 2011 - November 2012
Job Data Analyst at CitiGroup
Industry Financial Services
Experience
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

Jonathan Franco Jonathan Franco Philadelphia, Pennsylvania Details
Jonathan Franco's Wells Fargo Experience May 2013 - August 2013
Job Business Analyst at ZS Associates
Industry Higher Education
Experience
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

Steven Linde Steven Linde Greater San Diego Area Details
Steven Linde's Wells Fargo Experience September 2013 - July 2014
Job Operations Planning and Analysis Jaemar, Inc
Industry Fishery
Experience
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

Lucas Owen May Lucas Owen May Eugene, Oregon Details
Lucas Owen May's Wells Fargo Experience 2015 - Present
Job Server at Marche
Industry International Trade and Development
Experience
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

Nick Krieger Nick Krieger San Francisco, California Details
Nick Krieger's Wells Fargo Experience August 2012 - December 2012
Job Content Strategy Consultant
Industry Internet
Experience
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

Sean Laverty Sean Laverty Santa Cruz, California Details
Sean Laverty's Wells Fargo Experience October 2014 - Present
Job Registered Personal Banker II at Wells Fargo
Industry Financial Services
Experience
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

Emily Dang Emily Dang Portland, Oregon Area Details
Emily Dang's Wells Fargo Experience June 2008 - September 2008
Job Project Coordinator at R2C Group
Industry Marketing and Advertising
Experience
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

Scott Allrich Scott Allrich Martinez, California Details
Scott Allrich's Wells Fargo Experience 2007 - 2008
Job Information Technology Training and Software Analysis/Support
Industry Information Technology and Services
Experience
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

Zachary Hart Zachary Hart Portland, Oregon Area Details
Zachary Hart's Wells Fargo Experience May 2013 - August 2014
Job Partner at JPS International Inc.
Industry Machinery
Experience
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

Anne Hofinga Anne Hofinga San Francisco, California Details
Anne Hofinga's Wells Fargo Experience June 2012 - August 2012
Job Sales Development Specialist Sales Solutions
Industry Internet
Experience
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

Ellen Lee Ellen Lee San Francisco Bay Area Details
Ellen Lee's Wells Fargo Experience November 2013 - December 2014
Job Business Process Consultant at Wells Fargo
Industry Information Technology and Services
Experience
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

Agnes Hong, CFA Agnes Hong, CFA San Francisco Bay Area Details
Agnes Hong, CFA's Wells Fargo Experience 2003 - 2004
Job Managing Director, Head of Equity ETF and Index Portfolio Management at Charles Schwab
Industry Investment Management
Experience
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

Henry Ren Henry Ren Philadelphia, Pennsylvania Details
Henry Ren's Wells Fargo Experience May 2012 - August 2012
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
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

scott noakes scott noakes Lake Oswego, Oregon Details
scott noakes's Wells Fargo Experience 2008 - 2012
Job Branch Manager at Pinnacle Capital Mortgage A Division of Pinnacle Capi NMLS# 81395 MLO# 409829 Equal Housing Lender
Industry Financial Services
Experience
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

Barbara Kwasnik Barbara Kwasnik San Francisco Bay Area Details
Barbara Kwasnik's Wells Fargo Experience January 2015 - Present
Job Strategy & Integration Consultant at Wells Fargo
Industry Financial Services
Experience
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

Javier Ovalles Javier Ovalles San Francisco Bay Area Details
Javier Ovalles's Wells Fargo Experience April 2006 - September 2009
Job Retirement Plan Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
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

Anthony Cangialosi Anthony Cangialosi Houston, Texas Details
Anthony Cangialosi's Wells Fargo Experience August 2009 - Present
Job Vice President Wells Fargo
Industry Financial Services
Experience
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

Lawrence Writer Lawrence Writer Louisville, Kentucky Details
Lawrence Writer's Wells Fargo Experience June 1997 - May 2001
Job COO & CFO at Hillerich & Bradsby Co.
Industry Sporting Goods
Experience
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

Cory Wetzel Cory Wetzel Portland, Oregon Details
Cory Wetzel's Wells Fargo Experience February 2011 - February 2012
Job Financial Representitive at Foresters Financial
Industry Financial Services
Experience
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

Oliver Sitt Oliver Sitt Philadelphia, Pennsylvania Details
Oliver Sitt's Wells Fargo Experience July 2009 - August 2009
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
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

Mitchell Cook Mitchell Cook Portland, Oregon Area Details
Mitchell Cook's Wells Fargo Experience August 2006 - January 2007
Job Business Sales Consultant
Industry Marketing and Advertising
Experience
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

Greg Chiampou Greg Chiampou San Francisco Bay Area Details
Greg Chiampou's Wells Fargo Experience 2014 - Present
Job Vice President at Wells Fargo
Industry Financial Services
Experience
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

Alan Gellman Alan Gellman San Francisco Bay Area Details
Alan Gellman's Wells Fargo Experience April 2008 - March 2014
Job Chief Marketing Officer at Esurance
Industry Consumer Services
Experience
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

Brad Baltz Brad Baltz Greater Denver Area Details
Brad Baltz's Wells Fargo Experience April 2004 - April 2006
Job President & CEO LeaseLine / Roast Master at The Agápē Roasting Project
Industry Financial Services
Experience
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

Stephanie M. Stanfield Stephanie M. Stanfield Tampa, Florida Details
Stephanie M. Stanfield's Wells Fargo Experience November 1996 - April 1999
Job SVP; West Florida Area Wealth Executive at Regions Bank
Industry Financial Services
Experience
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

Roy McCleery Roy McCleery San Francisco Bay Area Details
Roy McCleery's Wells Fargo Experience August 2002 - July 2013
Job Compliance Officer at Bank of the West
Industry Banking
Experience
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

Alexander Murray Alexander Murray Greater New York City Area Details
Alexander Murray's Wells Fargo Experience January 2013 - Present
Job Vice President Prime Services at Wells Fargo
Industry Financial Services
Experience
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

Susan Flad, CTP Susan Flad, CTP Portland, Oregon Area Details
Susan Flad, CTP's Wells Fargo Experience January 2015 - Present
Job Vice President/Product Manager at Wells Fargo Bank
Industry Banking
Experience
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

David Bohman David Bohman Washington D.C. Metro Area Details
David Bohman's Wells Fargo Experience October 2009 - June 2011
Job Senior Investment Associate at ASB Capital Management
Industry Real Estate
Experience
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

Yoko Horio Yoko Horio Greater Philadelphia Area Details
Yoko Horio's Wells Fargo Experience 2009 - Present
Job Risk Manager at Wells Fargo
Industry Banking
Experience
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

Lisa Larpenteur Lisa Larpenteur Portland, Oregon Area Details
Lisa Larpenteur's Wells Fargo Experience 2001 - Present
Job Managing Director, Corporate Banking Power and Utilities Group, Wells Fargo
Industry Banking
Experience
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

Brianna (Bourne) Palarion Brianna (Bourne) Palarion San Francisco Bay Area Details
Brianna (Bourne) Palarion's Wells Fargo Experience 2006 - 2006
Job
Industry Banking
Experience
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

Keith Callahan Keith Callahan Portland, Oregon Area Details
Keith Callahan's Wells Fargo Experience June 2012 - Present
Job Treasury Management Consultant at Wells Fargo
Industry Banking
Experience
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

Kelly Wooden Kelly Wooden Redding, California Area Details
Kelly Wooden's Wells Fargo Experience 2002 - 2007
Job Business Banker
Industry Banking
Experience
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

Myrine Henderson Myrine Henderson Phoenix, Arizona Area Details
Myrine Henderson's Wells Fargo Experience October 1992 - Present
Job ASE at Wells Fargo
Industry Banking
Experience
Wells Fargo   October 1992 - Present

Education
University of Oregon

Miriam Stickler Miriam Stickler San Francisco Bay Area Details
Miriam Stickler's Wells Fargo Experience August 2013 - December 2013
Job Sr. Writer at Armanino LLP
Industry Marketing and Advertising
Experience
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

Ngalai Chinsee Ngalai Chinsee Greater New York City Area Details
Ngalai Chinsee's Wells Fargo Experience June 2012 - Present
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
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

Pam Ogle Pam Ogle Portland, Oregon Area Details
Pam Ogle's Wells Fargo Experience May 2005 - Present
Job VP & Compliance Consultant at Wells Fargo
Industry Banking
Experience
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

Margot Sklar Morris Margot Sklar Morris Greater Philadelphia Area Details
Margot Sklar Morris's Wells Fargo Experience August 2005 - June 2006
Job Grant Programs Specialist
Industry Philanthropy
Experience
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

Dani Palomino Dani Palomino Greater Los Angeles Area Details
Dani Palomino's Wells Fargo Experience 2005 - 2008
Job Music Educator & Independent Market Research Professional
Industry Higher Education
Experience
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)

Sean Smiley Sean Smiley Las Vegas, Nevada Area Details
Sean Smiley's Wells Fargo Experience May 1996 - Present
Job Lending Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo   May 1996 - Present

Education
University of Oregon   1990 — 1994
Bachelor of Science

Amy Bernstein Amy Bernstein Greater Los Angeles Area Details
Amy Bernstein's Wells Fargo Experience November 1979 - February 1984
Job Experienced fiduciary and investment risk manager and attorney
Industry Financial Services
Experience
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

Tony Yazzolino Tony Yazzolino Portland, Oregon Area Details
Tony Yazzolino's Wells Fargo Experience May 2004 - April 2005
Job SVP, Director of Merchant Services and Credit Card at Umpqua Bank
Industry Financial Services
Experience
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

Martha Zeller Martha Zeller San Francisco Bay Area Details
Martha Zeller's Wells Fargo Experience January 1991 - August 1998
Job Global Account Manager at Herman Miller
Industry Furniture
Experience
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

Alita Marshall Alita Marshall San Francisco Bay Area Details
Alita Marshall's Wells Fargo Experience February 2006 - May 2013
Job Retired Vice President Private Banking Underwriter at Wells Fargo Wealth Brokerage Retirement
Industry Banking
Experience
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

Kathleen Cleveland Kathleen Cleveland Greater Los Angeles Area Details
Kathleen Cleveland's Wells Fargo Experience 2001 - 2005
Job Direct Marketing Executive
Industry Marketing and Advertising
Experience
Strategic Marketing Consulting  2009 - Present
WellPoint  2005 - 2009
Wells Fargo   2001 - 2005

Education
University of Oregon
B.S., International Relations, Business, Economics

Aaron Hersh Aaron Hersh Dallas/Fort Worth Area Details
Aaron Hersh's Wells Fargo Experience 2003 - 2004
Job Vice President, Product and Strategy, Dermatopathology and Miraca Development Services at Miraca Life Sciences
Industry Biotechnology
Experience
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

Kathy Koo Kathy Koo Washington D.C. Metro Area Details
Kathy Koo's Wells Fargo Experience February 2005 - June 2007
Job Marketing Voluteer Sibley Hospital
Industry Hospital & Health Care
Experience
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

Marcia Jory Marcia Jory Portland, Oregon Area Details
Marcia Jory's Wells Fargo Experience March 1996 - December 1997
Job Managing Director at US Trust
Industry Financial Services
Experience
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

Yangyang Chen Yangyang Chen New York, New York Details
Yangyang Chen's Wells Fargo Experience June 2011 - July 2011
Job Analyst at J.P. Morgan
Industry Banking
Experience
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

Ryan Redpath Ryan Redpath Charlotte, North Carolina Area Details
Ryan Redpath's Wells Fargo Experience January 2009 - Present
Job VP Technology Manager, Wells Fargo Bank
Industry Information Technology and Services
Experience
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

Shangarab Dey Shangarab Dey Greater New York City Area Details
Shangarab Dey's Wells Fargo Experience October 2011 - February 2012
Job
Industry Financial Services
Experience
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

Kent Ikeda Kent Ikeda Greater Denver Area Details
Kent Ikeda's Wells Fargo Experience October 2013 - July 2015
Job AVP/ Business Relationship Manager at KeyBank
Industry Financial Services
Experience
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

Michael Singrey Michael Singrey Portland, Oregon Details
Michael Singrey's Wells Fargo Experience January 1997 - Present
Job Wells Fargo Bank Manager of Store Operations Control Reviews
Industry Financial Services
Experience
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

Dustin Pieper Dustin Pieper Eugene, Oregon Area Details
Dustin Pieper's Wells Fargo Experience June 2011 - Present
Job Commercial Banking Portfolio Manager
Industry Banking
Experience
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

Jason Straus Jason Straus Greater New York City Area Details
Jason Straus's Wells Fargo Experience October 2010 - Present
Job Director at Wells Fargo Securities
Industry Banking
Experience
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

Roy Chu Roy Chu San Francisco Bay Area Details
Roy Chu's Wells Fargo Experience June 2005 - Present
Job Sr. WEB Developer
Industry Financial Services
Experience
Wells Fargo   June 2005 - Present

Education
University of Oregon

Morgan Stump Morgan Stump Portland, Oregon Area Details
Morgan Stump's Wells Fargo Experience October 2010 - October 2012
Job VicePresident, Business Development Manager
Industry Financial Services
Experience
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

Christine Shin Christine Shin Greater New York City Area Details
Christine Shin's Wells Fargo Experience July 2014 - Present
Job Assistant Vice President at Wells Fargo
Industry Investment Banking
Experience
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

Tricia Keidel Tricia Keidel Portland, Oregon Area Details
Tricia Keidel's Wells Fargo Experience June 2013 - Present
Job Business Development Representative at Wells Fargo Dealer Services
Industry Financial Services
Experience
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

Kristen Currie Kristen Currie Beaverton, Oregon Details
Kristen Currie's Wells Fargo Experience May 2011 - January 2012
Job Office Manager
Industry Consumer Services
Experience
Wells Fargo   May 2011 - January 2012
Wells Fargo   October 2007 - May 2011

Education
University of Oregon   1998 — 2002
BA, International/Global Studies

Barbara Leen Barbara Leen Greater Philadelphia Area Details
Barbara Leen's Wells Fargo Experience October 1988 - Present
Job Senior Vice President, Treasury Management at Wells Fargo
Industry Financial Services
Experience
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

Sunny Lim Sunny Lim San Francisco Bay Area Details
Sunny Lim's Wells Fargo Experience May 2014 - Present
Job Marketing Consultant at Wells Fargo
Industry Financial Services
Experience
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

Diane Fencl Diane Fencl Greater Los Angeles Area Details
Diane Fencl's Wells Fargo Experience September 1987 - July 1994
Job Senior Associate, Marketing at AECOM
Industry Architecture & Planning
Experience
AECOM  October 1999 - Present
Deloitte  June 1994 - August 1996
Wells Fargo   September 1987 - July 1994

Education
University of Pennsylvania   1977 — 1981

University of Pennsylvania - The Wharton School   1977 — 1981

Samuel Aikin Samuel Aikin Philadelphia, Pennsylvania Details
Samuel Aikin's Wells Fargo Experience February 2013 - Present
Job Financial Consultant at Wells Fargo
Industry Banking
Experience
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

Patrick Neal Patrick Neal New York, New York Details
Patrick Neal's Wells Fargo Experience CEO/CIOTreePoint Capital ManagementMay 2011 - January 2013
Job CoHead of Equity Sales at Wells Fargo
Industry Investment Management
Experience
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

Dylan Kravet Dylan Kravet New York, New York Details
Dylan Kravet's Wells Fargo Experience May 2012 - July 2012
Job Analyst at Walton Street Capital
Industry Financial Services
Experience
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

Amanda Wetzel Amanda Wetzel Bend, Oregon Details
Amanda Wetzel's Wells Fargo Experience October 2009 - September 2012
Job Compliance Consultant at Wells Fargo
Industry Banking
Experience
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

Thomas Leach Thomas Leach Portland, Oregon Details
Thomas Leach's Wells Fargo Experience March 2015 - Present
Job Commercial Relationship Manager at Wells Fargo
Industry Banking
Experience
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

Travis Ducker Travis Ducker Junction City, Oregon Details
Travis Ducker's Wells Fargo Experience 2009 - 2011
Job Customer Care Specialist at Symantec
Industry Computer Software
Experience
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

Carl Simms Carl Simms Greater New York City Area Details
Carl Simms's Wells Fargo Experience June 2007 - December 2013
Job Brokerage Associate at Wells Fargo Advisors
Industry Banking
Experience
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

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