Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Canterbury Consulting June 2014 - Present
Wells Fargo November 2011 - May 2014
Wells Fargo January 2009 - November 2011
Edward Jones January 2008 - January 2009
Chelo's Restaurant August 2006 - May 2008
Cape May County Special Services June 2005 - August 2005
Skills
Microsoft Word, Microsoft Excel, MS Project, PowerPoint, Access, Internet, CACI, AnnuityNet, Beta, Annuity Sales, Indexed Annuities, Fixed Annuities, Variable Annuities, Annuity Linking, Annuity Services, Project Management, Project Planning, InfoMaxx, SVT, SVP, Customer Service, Finance, Client Liason, Public Speaking, Management
Education
University of Rhode Island 2004 — 2008
Bachelor of Arts (B.A.), Banking, Corporate, Finance, and Securities Law
United bank April 2012 - Present
Farmington Bank January 2012 - April 2012
Wells Fargo August 2005 - January 2012
Skills
New Business Development, Coaching, Marketing Strategy, Inventory Management, Team Building, Strategic Planning, Merchandising, Performance Management, Employee Relations, Human Resources, Leadership Development, Recruiting, Training, Employee Training, Hiring, Interviews, Store Management, Succession Planning, Business Strategy, Talent Acquisition, Analysis, Customer Satisfaction, Retail, Banking, Management, Commercial Banking, Retail Banking, Credit, Loans
Education
University of Saint Joseph 2014 — 2017
Master's degree, Marriage and Family Therapy/Counseling
Central Connecticut State University
Bachelor's degree, sociology and psychology
Eleanor's Place for Women June 2012 - Present
County of San Diego June 2013 - June 2014
Voice and Viewpoint Newspaper November 2012 - January 2014
Legal Shield, Inc. October 2005 - December 2012
ITT Technical Institute November 2010 - July 2011
Wells Fargo January 2000 - August 2005
Skills
Customer Service, Public Speaking, Small Business, Team Building, Employee Benefits, Creative Writer, Event Planning, Marketing, Social Media Marketing, Press Releases, Interviewing Skills, Management, Recruiting, Leadership Trainer, Community Outreach, Sales, Leadership, Writing, Editing, Training, Coaching, Business Development, Microsoft Excel, Public Relations, Interviews, Newsletters, Event Management, Cold Calling, Social Networking, Entrepreneurship, Leadership Development, New Business Development
Education
University of San Diego 1999 — 2003
Business, Management
Citi March 2003 - December 2014
California Bank & Trust January 2000 - March 2003
Washington Mutual Savings Bank June 1995 - January 2000
Wells Fargo June 1989 - January 2000
Skills
Leadership, Public Speaking, Nonprofits, Public Relations, Strategic Planning, Program Management, Community Development, Community Outreach, Business Development, Fundraising, Philanthropy, Corporate Citizenship, Banking, Credit, Customer Service, Organizational..., Commercial Banking, Non-profit Board..., Finance, Commercial Lending, Retail Banking, Public Affairs, Loans, Investments, Board of Directors, Relationship Management, Marketing Strategy, Leadership Development, Consumer Lending, Strategic Partnerships, Mortgage Lending, Procurement Initiatives, Cultural Sensitivity, Business Innovation
Education
University of San Diego 1988 — 1992
Bachelor's Degree Business Administration, Business Administration and Management, General
Freedom Financial Network January 2015 - Present
San Francisco Professional Career Network April 2013 - Present
Quest Capital Strategies, Inc. 2012 - 2015
SelectQuote Insurance Services 2010 - 2011
JPMorgan Chase 2009 - 2010
Wells Fargo 2004 - 2009
Bank of America 1997 - 2003
Skills
Investments, Portfolio Management, Strategic Financial..., Banking, Mutual Funds, Finance, Investment Advisory, Financial Services, Wealth Management, Financial Advisory, Salesforce.com, Peer-to-peer, Entrepreneurship, Relationship Management, Insurance, Retail Banking, Investment Management, Retirement Planning, Uniform Combined State..., Commercial Lending, Credit, Financial Planning
Education
University of Southern California - Marshall School of Business 1990 — 1992
Master of Business Administration (M.B.A.), Finance
University of Richmond 1983 — 1987
Bachelor of Arts (BA), Economics
Icing by Claire's April 2009 - Present
Wells Fargo June 2008 - April 2009
The Shoe Dept. May 2006 - July 2008
Skills
Sales Management, Training
Education
University of Saint Francis 2013 — 2017
Working towards associates degree, Practical Nursing, Vocational Nursing and Nursing Assistants
Paulding high school 2002 — 2006
American Family Insurance August 2012 - Present
RCS Construction Management and Evaluation Services LLc April 2004 - April 2012
Wells Fargo January 2004 - July 2010
Wells Fargo Bank SBA January 2004 - January 2006
Skills
Insurance, Property & Casualty..., Loans, Commercial Insurance, Health Insurance, Fixed Annuities
Education
University of San Carlos
Bachelor of Science (BSC), Accounting
Microsoft Corporation March 2011 - Present
Wells Fargo June 2010 - March 2011
Teck Coal Limited April 2009 - June 2010
SunGard August 2008 - April 2009
Nortel Networks, RTP, USA December 2005 - August 2008
National Informatics Center January 2001 - December 2005
Skills
Database Administration, SQL Server, SSIS, T-SQL, Mirroring, Performance Tuning, SSRS, SSAS, VMware, Oracle, OLTP, High Availability, Clustering, Replication, Microsoft SQL Server, Database Design, Unix, SDLC, Analysis Services, Cluster, Virtualization, Agile Methodologies
Education
University of Rajasthan 2000 — 2004
Bachelor of Engineering.
Wells Fargo July 2012 - Present
Wells Fargo February 2012 - July 2012
Wells Fargo July 2009 - February 2012
Wells Fargo January 2004 - July 2009
Sharp Electronics June 2003 - January 2004
Considine & Considine November 2000 - June 2003
United States Department of Defense March 2000 - November 2000
Skills
Credit, Financial Analysis, Financial Modeling, Credit Analysis, Banking, Underwriting, Finance, Loans, Portfolio Management, Microsoft Excel, Commercial Lending, Bloomberg, Credit Risk, Treasury Management, Accounting
Education
University of San Diego 1995 — 2000
Bachelor of Science (B.S.), Accounting
Fidelity Business Advisors January 2014 - Present
Vertical Direct Marketing April 2012 - January 2014
Wells Fargo January 2008 - 2009
Education
University of San Diego 1998 — 2003
Bachelor of Arts (B.A.), Communication, General, A
Investors Bank July 2014 - Present
Investors Bank June 2012 - June 2014
Wells Fargo June 2009 - May 2012
New York Life Insurance Company August 2006 - May 2009
Skills
Commercial Lending, Mortgage Lending, Investments, Home Equity Loans, Financial Services, Consumer Lending, Credit, Loans, Credit Analysis, Commercial Banking, Small Business Lending, Banking, Loan Origination, Retail Banking, Mortgage Banking
Education
University of Rhode Island 2000 — 2005
Bachelor of Arts (B.A.), Economics
Minnechaug Regional HS 1996 — 2000
SMBC Nikko Securities 2014 - Present
Standard & Poor's 2013 - 2014
Standard & Poor's 2011 - 2013
Wells Fargo 2007 - 2010
Samsung Securities 2007 - 2007
Skills
Structured Finance, Securitization, MBS, Credit Analysis, Fixed Income
Education
University of Rochester 2003 — 2007
BA
Wells Fargo January 2013 - Present
Capital One June 2009 - December 2012
Skills
Commercial Banking, Loans, Credit Analysis, Banking, Credit, Credit Risk, Mergers & Acquisitions, Equity Valuation, Series 7
Education
University of Rochester 1994 — 1998
TowneBank July 2015 - Present
Village Bank & Village Bank Mortgage Corporation March 2014 - July 2015
Village Bank & Village Bank Mortgage Corporation May 2012 - February 2014
Village Bank & Village Bank Mortgage Corporation May 2011 - May 2012
Wells Fargo March 2010 - April 2011
Best Buy June 2006 - March 2010
Skills
Relationship Management, Customer Service, Microsoft Office, Sales, Risk Management, Organization, Internal Audit, Project Management, Communication Skills, Quantitative Research, Financial Risk, Data Entry, Strategic Communications, Job Coaching, Team Management, Social Networking, Analysis, Server Administration, Application Security, SharePoint, SharePoint Designer, Help Desk Support, Server Architecture, Web Applications, Mobile Applications, Microsoft Office..., Desktop Administration, Desktop Application..., Network Design, MS Project, Software Installation, Leadership
Education
University of Richmond 2011 — 2014
Bachelor's Degree, Information Technology, Minor in Business
NEXTracker, Inc September 2015 - Present
iMatrix May 2015 - August 2015
Gastonia Grizzlies June 2014 - December 2014
Daley and Heft April 2013 - May 2013
Integrity Commercial Cleaning June 2012 - August 2012
University of San Diego September 2011 - December 2011
Wells Fargo June 2011 - August 2011
Best Western International June 2010 - August 2010
Best Western International June 2009 - August 2009
Wendy's June 2008 - May 2009
Skills
Customer Service, Teamwork, Public Speaking, Sales, Ticket Sales, Relationship Building, People Skills, Presentations, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Time Management, Social Networking, Photoshop, Presentation Skills, Leadership, Facebook, Event Planning, Marketing, Event Management
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Brophy College Preperatory
Wells Fargo September 2014 - Present
Cheryl Nolan Marketing March 2013 - September 2014
Peppers & Rogers Group 1 to 1 Marketing November 2011 - March 2013
Digitas August 2005 - July 2011
Isuzu General Motors January 2003 - August 2005
Advita Australia January 2001 - January 2003
Wunderman Young & Rubicam January 1999 - January 2001
Ernst & Young February 1998 - January 1999
Bronner Slosberg Humphrey Digitas August 1991 - February 1998
EMC January 1990 - September 1991
Skills
Digital Marketing, Direct Marketing, Social Media, Change Management, Customer Care, Learning Design &..., Cross-functional Team..., Customer Service, Marketing, Management, Customer Experience, Program Management, CRM, Strategy, Business Development, Integrated Marketing, Business Process..., Leadership, B2B, Enterprise Software, Business Planning, Training, Sales, Online Advertising, Marketing Strategy, Marketing Communications, Strategic Planning, Account Management, Start-ups, Business Strategy, E-commerce, Social Media Marketing, Consulting, Analytics, Executive Management, Telecommunications, Business Process, New Business Development, Analysis, Integration, Competitive Analysis, Mergers & Acquisitions, Management Consulting, Multi-channel Marketing, Digital Strategy, Market Research, Online Marketing, Entrepreneurship, Product Management, Strategic Partnerships
Education
University of San Francisco
Post-graduate Program in Digital Marketing, Advanced Social Media
Cert. IV, Workplace Assessment & Training, Australian National Certification, Southwest RTO
University of Saint Joseph
BA with Honors, Nutrition Science & Education
Wells Fargo July 2015 - Present
Mountain Real Estate Capital June 2013 - May 2015
OnMyBlock September 2012 - May 2013
University of San Diego September 2011 - December 2012
Skills
Facebook, PowerPoint, Public Speaking, Event Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Customer Service, Tumblr, Twitter, Social Networking, Social Media Marketing, Spanish, Analysis, Blogging, Trade Finance
Education
University of San Diego 2011 — 2015
Bachelor's Degree, Finance and Real Estate, 3.6
Penfield High School 2007 — 2011
High School Graduate, 3.94
Union Bank April 2010 - Present
Wells Fargo July 2002 - April 2010
Safeway September 1994 - July 2002
Skills
Banking, Consumer Lending, Credit, Loans, Mortgage Lending, Small Business Lending, Branch Management, Commercial Banking, Commercial Lending, Lines Of Credit, Loan Origination, Retail Banking, Leadership, Credit Analysis, Cross Selling, Deposits, Mortgage Banking, Portfolio Management, Sales
Education
University of San Diego
Bachelor of Arts (BA), Communication, General
Wells Fargo Home Mortgage June 2013 - Present
Wells Fargo Home Mortgage December 2011 - Present
Wells Fargo December 2009 - December 2011
Skills
Mortgage Banking, Loans, Mortgage Lending, Consumer Lending, Loan Origination, Mortgage Servicing, Credit, Banking, Lines Of Credit, Cross Selling, Credit Analysis, Retail Banking, Portfolio Management, Refinance, Administrative..., Administrative Work, Human Resources
Education
University of Richmond 2014 — 2016
Master's degree, Human Resource Management
University of Richmond 2008 — 2013
Bachelor's degree, Human Resource Management
Thomas Dale
Wells Fargo February 2014 - Present
Wells Fargo March 2013 - February 2014
Wells Fargo April 2011 - March 2013
Brown & Brown October 2009 - April 2011
University of Richmond January 2009 - May 2009
Education
University of Richmond 2005 — 2009
BSBA, Accounting
University of Richmond - Robins School of Business 2005 — 2009
Wells Fargo February 2014 - Present
Agility Recovery Solutions August 2010 - February 2014
Agility Recovery Solutions November 2008 - August 2010
Consumer Source, Inc. April 2007 - August 2008
Consumer Source, Inc. January 2006 - April 2007
Consumer Source, Inc. January 2005 - January 2006
Consumer Source, Inc. November 2003 - January 2005
Skills
Salesforce.com, Adobe Creative Suite, HTML, Online Marketing, Email Marketing, Customer Service, Sales Support, Microsoft Office, Social Media, Excel, Social Media Marketing, Logo Design, Salesforce Administrator, Salesforce.com..., Salesforce Training, Sales Operations, New Business Development, Sales, Salesforce.com..., Account Management, Microsoft Excel, Video Editing, Audio Editing, Direct Sales, Project Management, Lead Generation, Business Development, Sales Process, SaaS, Selling, Direct Marketing, CRM, Sales Management, Management, Cloud Computing, Social Networking, SFDC, Marketing Automation, Marketing Strategy, Team Leadership, Marketing, Networking, B2B, Leadership, Online Advertising, Strategic Planning, Sales Presentations, Enterprise Software
Education
University of Rochester 1998 — 2002
Film and Media Studies, Film, Popular Media, Computers and Technology
Wells Fargo 2011 - Present
Headstrong October 2007 - Present
Morgan Stanley Investment Management October 2007 - March 2011
Cyber G India 2006 - 2007
Indiamart Intermesh Limited July 2005 - May 2006
Skills
Sybase, Requirements Analysis, PL/SQL, Oracle, SQL, Unix Shell Scripting, Unix, Business Analysis, Microsoft SQL Server, Oracle SQL, Perl Script, .NET, Java, Software Consulting, Software Development, Team Leadership, Consulting, OTC Derivatives, Futures & Options, Risk Management, Shell Scripting
Education
University of Rajasthan 2001 — 2005
B.E
Vidhya Niketan Bhilwara
12th
Campus Group Companies Inc June 2009 - Present
Ruppert LLC 2005 - 2015
Wells Fargo July 2003 - September 2004
Skills
Sales, Strategy, Video Production, Multimedia, Marketing, Competitive Analysis, Finance, Concept Development, Business Strategy, Entrepreneurship, Marketing Strategy, Online Marketing, Digital Strategy, Event Management, Corporate Development, Digital Media, Strategic Planning, Management
Education
University of Rochester 1998 — 2002
B.A., Economics, Psychology & Business
Scarsdale High School
Wells Fargo June 2013 - Present
Wells Fargo July 2010 - June 2013
Skills
Fixed Income, Derivatives, Options, Risk Management, Hedging, Trading, Interest Rate..., FX Options, Swaps, Financial Analysis, Investment Banking, Financial Modeling, Investments, Hedge Funds, Series 7, Capital Markets, Equities, Portfolio Management
Education
University of Richmond - Robins School of Business
BS, Finance
JPMorgan Chase August 2013 - Present
WALKSacramento December 2012 - Present
American River Bank July 2012 - August 2013
Wells Fargo Bank November 2011 - June 2012
Wells Fargo July 2010 - November 2011
Deloitte & Touche August 2008 - May 2010
Tilden-Coil Constructors 2007 - 2008
Vector Marketing February 2005 - August 2005
Vector Marketing May 2004 - September 2004
Vector Marketing May 2003 - May 2004
Skills
Finance, Accounting, Business Development, Leadership, Financial Analysis, Credit, Sales, Marketing, Financial Reporting, SBA 504, SBA 7a, Lines Of Credit, Underwriting, Commercial Real Estate..., Training, Microsoft Excel, Banking, Commercial Mortgages, CRM, SBA, Management, Commercial Lending, Loans, Process Improvement, Small Business Lending, Commercial Banking, Portfolio Management, Auditing, Analysis, Business Analysis, Credit Analysis, Cash Management, Risk Management, Treasury Management, Loan Origination, Asset Based Lending, Recruiting, Strategic Planning, Investments, Financial Risk, Relationship Management
Education
University of Redlands 2005 — 2008
Bachelor of Science, Business Administration, minoring in Accounting
University of San Diego 2002 — 2003
Citi October 2007 - Present
Wells Fargo 2004 - 2007
Skills
Account Management, Compliance Management, Credit, Financial Analysis, Portfolio Management, Loans, Mortgage Lending, Small Business Lending, Mortgage Banking, Loan Origination, Banking, Series 7, Management
Education
University of San Diego 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of San Diego 2000 — 2004
Bachelor's degree, Economics
Wells Fargo March 2012 - Present
SunTrust Bank April 2003 - February 2012
Skills
Wealth Management, Asset Allocation, Portfolio Management, Investments, Credit, Banking, Strategic Financial..., Financial Analysis, Commercial Banking, Estate Planning
Education
University of Richmond - Robins School of Business 1982 — 1985
MBA, Finance
University of Richmond - Robins School of Business 1976 — 1980
BS, Business Administration
Wells Fargo March 2013 - Present
UniversalGiving November 2009 - July 2013
Chunghwa Telecom Global August 2010 - June 2012
Motorola June 2008 - August 2008
Chunghwa Telecom 2005 - 2006
Acer 2004 - 2005
Agilent Technologies 2002 - 2004
Skills
Project Management, Agile Project Management, Software Project..., SDLC, Cross-functional Team..., JIRA, Product Marketing, Business Development, Telecommunications, SEO, Marketing, Market Research, SEM, Product Management, Sales, Marketing Strategy, Forecasting, Google Analytics, Google Adwords, Investment Management, Statistical Data..., Risk Management, Finance, Procurement, Market Planning, Online Marketing..., HTML, Mandarin
Education
University of Rochester - Simon Business School 2007 — 2009
MBA, Marketing
Agents Paying Forward February 2008 - Present
Pan Pacific Financial January 2008 - Present
martis camp 2011 - 2012
ShortRefiServices.com October 2008 - December 2009
Wells Fargo 2004 - 2008
Chase Home Finance January 1994 - January 2004
Skills
Investments, Mortgage Lending, Loans, Loan Origination, Funding, Refinance, Real Estate Economics, Real Estate, Asset Managment, Mortgage Banking, FHA, Banking, Finance, Private Equity, Real Estate Financing, Credit, Residential Mortgages, Due Diligence, Investment Properties, Portfolio Management, Commercial Mortgages, Asset Management, Real Estate Transactions, Financial Modeling, Residential Homes, Venture Capital, Financial Analysis, Commercial Real Estate, Real Estate Development, Mergers & Acquisitions, Investors, Structured Finance, Project Finance, Strategic Financial..., Financial Structuring, Credit Analysis, Valuation, Financial Advisory, Referrals, Brokerage, Alternative Investments, Investment Strategies, Executive Management, Investment Banking, Restructuring, Emerging Markets, Investor Relations, Asset, Capital Markets, Corporate Finance
Education
University of San Diego 1981 — 1984
Business, Business, Economics
Wells Fargo March 2013 - Present
Bankers Life and Casualty May 2012 - March 2013
Amica Mutual Insurance Co. May 2006 - December 2011
Skills
Insurance, Underwriting, Life Insurance, Customer Service, Management, Fixed Annuities, Sales, Strategic Financial..., Retirement Planning, Recruiting, Disability Insurance, Customer Satisfaction, Investments, CRM, Social Networking, Retail Banking
Education
University of Rhode Island
Bachelor of Arts (B.A.), Psychology
Life Office Management Association (LOMA)
Business, Insurance, Financial Services
US State Dept. of Aging & Rehabilitation January 2013 - Present
Dominion Virginia Power May 2013 - August 2013
Wells Fargo April 2006 - May 2013
Skills
Banking, Microsoft Office, Analysis, Finance, PowerPoint, Process Improvement, Securities, Financial Services, Microsoft Word, Microsoft Excel, Team Building, Internet, IT Management, Software Deployment, IT Hardware Support, IT Operations, IT Audit, Customer Service, Leadership, Management, Social Networking, Training
Education
University of Richmond 2012 — 2015
Bachelor of Applied Science (BASc), Information Technology Project Management
J.Sargeant Reynolds 2009 — 2012
Associate of Applied Science, Information Systems Technology Internet Application Development
Wells Fargo 2013 - Present
Wells Fargo January 2009 - Present
WACHOVIA BANK January 2001 - January 2009
Wachovia Bank January 2001 - January 2003
FIRSTUNION NATIONAL BANK January 1997 - January 2001
ITS Customer Services January 1996 - January 1997
Signet Bank January 1993 - January 1997
Signet Bank January 1993 - January 1996
Skills
Banking, Call Center
Education
University of Richmond
Bachelor of Arts (B.A.), History
Wells Fargo- Community Lending & Investments August 2012 - Present
Wells Fargo February 2012 - August 2012
Wells Fargo- Community Lending & Investments January 2010 - February 2012
Centre City Development Corporation August 2008 - January 2010
Trico Development May 2004 - August 2008
CoStar Group January 2001 - April 2004
Skills
Real Estate, Banking, Real Estate Development, Valuation Modeling, Financial Modeling, Contract Negotiation, Commercial Real Estate..., Commercial Real Estate..., Real Estate Financing, Alternative Investments, Underwriting, Sustainable Development, Strategic Leadership, Asset Managment, Accounting, Disposition, Asset Management, Commercial Real Estate, Dispositions, Finance
Education
University of San Diego 2008 — 2009
MSRE, Real Estate
University of San Diego 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Santa Margarita
Ally Financial Inc. August 2012 - May 2013
Wells Fargo December 2011 - May 2012
Bank of America August 2009 - September 2011
IBM Global Services January 2007 - February 2009
IBM Global Services January 2005 - January 2007
IBM Global Services October 2000 - January 2005
Skills
Process Improvement, Forecasting, Technical Writing, Coaching, Executive Reporting, Financial Analysis, Procedure Development, Decision Making, Training & Development, Time Management, Presentation Development, Presentation Preparation, Public Speaking, Problem Solving, Budgeting, Strategic Planning, Business Operations..., Budgets, Operations Management, Analysis, Visio, Leadership, Project Management, Employee Training, Business Analysis, SDLC
Education
University of Rhode Island 1992 — 1997
BA, Anthropology
Horace Greeley High School
Wells Fargo October 2013 - Present
Allstate June 2008 - September 2013
Allstate Insurance January 2005 - April 2008
Allstate January 2000 - April 2005
Skills
Vendor Management, Process Improvement, Relationship Management, Project Management, Risk Management, Banking, Change Management, Team Building, Customer Service, Team Leadership, Call Center, Strategic Planning, Financial Analysis, Business Process..., Leadership, Strategy, Forecasting, Program Management, Call Centers, Service Delivery, Business Analysis, PMO, Management, Project Portfolio..., New Business Development, Six Sigma, Business Process, Cross-functional Team..., Outsourcing, SDLC, Management Consulting, Sourcing, Performance Management, Six Sigma Certified..., Certified Treasury..., Microsoft office, word,..., ITIL certified in IT..., Managing Complex..., Maximizing Project..., IT Strategy, Business Intelligence, Operations Management, IT Management, Visio, Consulting, Integration, Executive Management, Strategic Sourcing, Financial Services, Requirements Analysis
Education
University of Richmond 1980 — 1984
University of Richmond - Robins School of Business
Bachelor of Science in Business Administration, Business Administration and Management
Citywide Financial Corp March 2004 - Present
HSBC June 2000 - February 2004
Wells Fargo May 1999 - May 2000
Skills
Purchase, Credit, Refinance, First Time Home Buyers, Mortgage, Loans, Home, Funding, Mortgage Lending, Real Estate, Residential Mortgages, Mortgage Industry, Mortgage Planning, Conventional, Investment Properties, FHA, VA, Rates, Residential, Investments, Real Estate Financing, Credit Analysis, Banking, Debt Consolidation, Short Sales, Sellers, Finance, Referrals, Residential Homes, Certified Mortgage..., Loan Origination, Mortgage Banking
Education
University of San Diego 1994 — 1999
Business & Psychology, Business, Psychology
Wells Fargo August 2013 - Present
State Farm 2012 - 2013
State Farm Insurance March 2012 - December 2012
New York Life Insurance Company August 2009 - February 2012
Skills
Customer Service, Sales, Leadership, Team Building, Strategic Planning, Public Speaking, Insurance, Small Business, Retirement Planning, Financial Services
Education
University of Rhode Island 1978 — 1982
BS
School name:
Wells Fargo Financial March 2006 - Present
Wells Fargo May 2004 - May 2006
Wells Fargo Financial January 2002 - January 2004
Skills
Strategic Planning, Strategy, Program Management, Forecasting, Risk Management, Sales Management, Finance, Strategic Partnerships, Management, Strategic Financial..., Sales, Business Development, Leadership, Product Management, Analysis, Business Analysis, Project Management, Vendor Management, Banking, Operations Management, Mergers & Acquisitions, Six Sigma, Marketing, Policy, Portfolio Management, Credit Analysis, New Business Development, Relationship Management, B2B, Mergers, Investments, Executive Management, Financial Analysis, Process Improvement, Integration, Team Building, Consumer Lending, Business Strategy
Education
University of San Diego 1986 — 1990
Edina High School
Rodan + Fields Dermatologists March 2013 - Present
Dianne Samonas January 2009 - Present
Daniel Samonas 2003 - Present
Wells Fargo January 2013 - May 2014
ASAP - American Ship and Pack November 2009 - December 2012
Notary Public 2009 - 2010
Skills
Direct Sales, Small Business, Social Networking, Customer Service, Sales, Event Planning, Real Estate, Public Speaking, Fundraising, Microsoft Office, Marketing, QuickBooks, Microsoft Excel, Microsoft Word, Administrative..., Outlook, Teacher, Skin Care Products, Real Estate Transactions, Team Leadership, Beauty Industry, Notary, Closings, Entrepreneurship, Educator, Notary Public, Social Media
Education
LA Valley College
Associate's degree, Finance, Psychology
University of San Diego
Teach Money Management
Wells Fargo Advisors, LLC August 2013 - Present
Wells Fargo August 2012 - August 2013
Wells Fargo August 2010 - August 2012
Wells Fargo January 2010 - August 2010
Wachovia/Wells Fargo Bank September 2007 - January 2010
Skills
Loans, Investments, Series 63, Banking, Mortgage Lending, Asset Allocation, Series 7, Fixed Annuities, Securities, Credit, Retirement, Financial Services, Portfolio Management, Insurance, Finance
Education
University of Richmond 1998 — 2001
Bachelor's
Clover Hill High School 1994 — 1997
Wells Fargo August 2013 - Present
Wells Fargo Advisors August 2013 - Present
PNC Investments February 2012 - August 2013
Sovereign Santander September 2010 - January 2012
Business Network International (BNI) December 2009 - September 2010
MassMutual / Whipple & Associates June 2008 - September 2010
LA Fitness August 2007 - July 2008
Sunoco April 1998 - August 2002
Skills
Business Strategy, Sales, Finance, Leadership, Management, Cold Calling, Business Development, Networking, Banking, New Business Development, Business Planning, Insurance, Life Insurance, Strategic Financial..., Social Networking, Risk Management, Portfolio Management, Time Management, Budgets, Investments, Team Building, Project Management, Loans, Financial Analysis, Retirement Planning, Financial Services, Mortgage Lending, Health Insurance, Small Business Lending, PowerPoint, Microsoft Excel, Commercial Lending, Wealth Management, Mutual Funds
Education
University of Rhode Island 2002 — 2007
BA, Political Science, Business
Abington Senior High
The Engineering Partners, Inc. May 2014 - Present
SDG&E October 2011 - May 2014
Wells Fargo March 2008 - October 2011
Skills
Outlook, PowerPoint, Microsoft Excel, Data Entry, Access, Microsoft Word, Customer Service, Microsoft Office, Event Planning, Administrative..., Data Analysis, Time Management, Leadership, Spreadsheets, Training, Visio, Public Speaking, Office Management
Education
University of San Diego 2003 — 2007
BA, Psychology
Orange Unified School District 2015 - Present
EMUHSD 2011 - April 2015
Tyco Integrated Security 2010 - 2011
Picoco LLC 2008 - 2010
Strother Construction 2003 - 2008
Merrill Lynch 2000 - 2001
Wells Fargo 1994 - 1996
The Orchard Partners 1990 - 1996
Skills
Microsoft Office, Customer Service, Project Management, Microsoft Excel, Management, Strategic Planning, Construction, Project Planning, Budgets, Microsoft Word, Maintenance Management, Transportation, Division of the State..., Microsoft Project, AutoCAD, sketchup, OSHA Certified, FEMA Certified, FRISK
Education
University of San Diego 1998 — 2001
Bachelors in Business Administration, Business/ Marketing/ Philosophy/ Religion
Palm Desert High School 1992 — 1996
MATTER, LLC January 2011 - Present
Bare Escentuals March 2009 - December 2010
SapientNitro March 1997 - December 2010
Rhino Entertainment March 2009 - October 2009
Wells Fargo November 2008 - March 2009
Disney Consumer Products June 2008 - September 2008
Nike February 2008 - April 2008
Gemstar-TV Guide May 2006 - December 2007
24 Hour Fitness October 2005 - May 2006
DHL April 2005 - October 2005
Skills
Brand Architecture, Marketing Strategy, Workshop Facilitation, Workshop Development, Idea Generation, Storytelling, Client Presentation, Executive Coaching, Training, Strategic Thinking, Digital Strategy, Business Strategy, Project Management, Program Management, Account Management, Management Consulting, Interactive Marketing, Strategy, Integrated Marketing, Strategic Partnerships, Marketing Communications, Business Process..., Analytics, Digital Marketing, Brand Development, Mobile Marketing, Competitive Analysis, E-commerce, Management, Customer Insight, CRM, Multi-channel Marketing, Marketing, Brand Management
Education
University of Rhode Island - College of Business Administration 1991 — 1995
Bachelor of Science (B.S.), Marketing
Plano Senior High School 1989 — 1991
Zions Bancorporation June 2014 - Present
Strategic Interests, LLC December 2013 - December 2013
Wells Fargo June 2013 - August 2013
2 Guys and a Squeegee June 2009 - July 2012
Chase Bank June 2011 - March 2012
Skills
Leadership, Financial Modeling, Business Strategy, Data Analysis, Competitive Analysis, Analytics, Corporate Finance, Start-ups, Sales, Business Development, Cross-functional Team..., Marketing, VBA, Java, Python, SAS Programming, VB.NET, Finance, Financial Analysis, Management, Portfolio Management, Microsoft Office
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance, General
Level III Candidate in the CFA program
Utah State University - Jon M. Huntsman School of Business 2008 — 2011
BS, Finance
American Fish & Seafood, Inc. February 2015 - Present
Target March 2010 - January 2015
University of Rhode Island 2007 - 2009
Wells Fargo 2006 - 2006
National Karate 2000 - 2003
Education
University of Rhode Island - College of Business Administration 2007 — 2009
Masters, Business Adminstration
University of Rhode Island - College of Business Administration 2003 — 2007
Bachelors, Marketing
Ajilon Executive May 2013 - Present
Accounting Principals November 2012 - Present
Vector Marketing August 2010 - November 2012
National Association of Colleges and Employers 2010 - 2012
Vector Marketing May 2008 - February 2010
Wells Fargo June 2005 - August 2007
Skills
Recruiting, College Recruiting, Talent Acquisition, Talent Management, University Relations, Leadership Development, Training, Coaching, Organizational..., Leadership, Public Speaking, Marketing, Social Networking, Team Building, CRM, Sales, Management, Sourcing, Direct Sales, Entrepreneurship, Business Planning, Business Development, Temporary Placement, Cold Calling, Strategic Planning, Human Resources, Time Management
Education
University of Saint Francis 2005 — 2007
Bachelor of Arts, English Literature
Ave Maria College 2004 — 2005
Catholic Central High School
Hult International Business School September 2012 - August 2015
Kiva Microfunds October 2011 - August 2012
Wells Fargo January 2005 - October 2009
Skills
Salesforce.com, Microsoft Office, Google Apps, Research, Microfinance, Budgeting, Teamwork, Retail, Budgets, Data Analysis, Higher Education..., Cultural Anthropology, Leadership, Customer Service, Organizational..., Nonprofits, Community Outreach, Public Speaking, Management, Program Development, PowerPoint, Higher Education, Training, Qualitative Research, Program Management, Business Development, Fundraising, Volunteer Management, Time Management, Leadership Development, Staff Development, Policy, Grant Writing
Education
University of San Francisco 2007 — 2011
Doctor of Education (Ed.D.), Organizational Leadership
University of San Francisco 2005 — 2007
Master of Arts (M.A.), Organizational Leadership
University of San Diego 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
McGann + Zhang March 2015 - Present
JWT May 2013 - July 2013
University of Richmond September 2010 - April 2013
Detecon International GmbH July 2012 - August 2012
Wells Fargo May 2012 - June 2012
Merrill Lynch March 2012 - May 2012
Skills
Mandarin, Access, Microsoft Excel, PowerPoint, Photoshop, Digital Photography, Illustrator, Dreamweaver, Friendliness, Team Leadership, Persuasive Presentation..., Final Cut Pro, Advertising, Speech, Idea Creation, Research, Social Media Marketing, Event Management, Marketing, Graphic Design, Photography, Leadership, Time Management, Creativity
Education
Virginia Commonwealth University 2013 — 2015
Master's degree, Creative Brand Management
University of the Arts London 2014 — 2014
Creative Thinking
Copenhagen Institute of Interaction Design 2014 — 2014
Interaction Design
The Florence Institute of Design International 2014 — 2014
Graphic Design
University of Richmond 2009 — 2013
Bachelor of Business Administration (BBA), International Business, Management, Marketing
Roundup River Ranch 2012 - Present
Roundup River Ranch 2009 - 2012
StillPoint Advisors 2004 - 2009
Wells Fargo 2003 - 2004
First Allied Securities, Inc. 2002 - 2003
Resort Communications 2000 - 2002
Sentra Securities 1999 - 2000
Chase Global Investor Services 1998 - 1999
Skills
Business Development, At Multitasking, Fundraising, Employee Training, Strategic Planning, Team Leadership, Disaster Recovery, Contract Negotiation, Regulatory Compliance, Sales Management, Staff Management, Staff Development, Cost Control
Education
University of Rhode Island 1988 — 1992
Bachelor’s Degree, Journalism and Public Relations
Wells Fargo July 2013 - Present
Wells Fargo June 2012 - Present
buca di beppo 2007 - Present
Skills
Customer Service, Sales, Microsoft Excel, Teamwork, Microsoft Office, PowerPoint, Public Speaking, Analysis, Financial Analysis, Microsoft Word, Event Planning, Outlook, Social Media, Team Leadership, Strategic Planning, Accounting, Restaurants, Restaurant Management, Bartending, Open Table, Consumer Lending, Retail Banking
Education
California State University-Sacramento 2008 — 2011
Bachelor's degree, Finance, General
University of Sacramento 2008 — 2011
Bachelor's degree, Finance and Financial Management Services, 3.0
Wells Fargo October 2014 - Present
Wells Fargo February 2012 - October 2014
Preferred Nursing Services January 2010 - February 2012
Peace House Africa April 2011 - November 2011
Benchmark Reporting Agency June 2008 - January 2010
Skills
Investments, Customer Service, Public Speaking, Strategic Planning, Retirement Planning, Leadership, Pensions, Policy, Team Building, Leadership Development, Finance, Financial Services, Event Planning, Accounting, Market Research, Contract Negotiation, Conflict Resolution, Change Management, Employee Relations, Portfolio Management, Entrepreneurship, Program Development, Volunteer Management, Editing, Healthcare, Nonprofits, Research, Management, Analysis, Sales, Public Relations, Time Management, Strategy, Business Analysis, Financial Reporting, Financial Planning, Records Management, ERISA, ESOP, Self Directed IRA, Mutual Funds, ETFs, Stock Exchange, Client Services, Trust Services, Wealth Management...
Education
University of Rhode Island
Certificate, Business Communications
University of Rhode Island
Certificate, Ethical Decision Making
University of Rhode Island
Bachelor of Arts (BA), Political Science and Government
University of Rhode Island
Bachelor of Arts (BA), African Studies
Wells Fargo February 2013 - Present
Wells Fargo Home Mortgage May 2011 - February 2013
Baker Tilly Virchow Krause, LLP September 2007 - May 2011
Education
University of Virginia 2006 — 2007
MS, Accounting
University of Richmond - Robins School of Business 2002 — 2006
BS, Accounting
Wells Fargo 2012 - August 2013
Skills
Customer Service, Process Improvement, Banking, Team Leadership, Strategic Planning, Coaching, Team Building, Sales, Recruiting, Leadership Development, Training, Hiring, Human Resources, Leadership, Microsoft Office
Education
University of San Diego 2008 — 2011
Psychology and Liberal Arts and Sciences
San Diego State University-California State University
Wells Fargo June 2015 - Present
USD Interfraternity Council December 2014 - Present
USD Sigma Phi Epsilon December 2013 - December 2014
University of San Diego May 2014 - August 2014
Skills
Commercial Banking, Finance, Management, Recruiting, Team Leadership, Friendly Personality, Executive Positions, Event Planning, Communication, Student Recruiting, Program Coordination, Data Analysis, Recruitment Training, Programming, Microsoft Excel
Education
University of San Diego 2012 — 2016
Finance/Business, Junior
Newbury Park High School 2008 — 2012
Panattoni Development Company March 2015 - Present
HFF April 2012 - March 2015
Wells Fargo August 2006 - April 2012
Colliers International July 2004 - July 2006
Education
University of San Diego 1999 — 2003
Wells Fargo April 2014 - Present
Wells Fargo Bank January 2009 - March 2014
OliverMcMillan 2007 - 2009
Newland Communities 2002 - 2007
McMillan Homes 2001 - 2002
JPI 2000 - 2001
Hahn Company / Trizec Hahn Development 1987 - 2000
University of San Diego 1988 - 1989
Skills
Disposition, Real Estate Development, Real Estate, Real Estate Economics, Entitlements, Asset Managment, Due Diligence, Real Estate Transactions, Land Acquisition, Investment Properties, Property Management, Corporate Real Estate, Leases, Valuation, Location Intelligence
Education
University of San Diego 1985 — 1987
MBA, Business & Real Estate
University of San Diego 1980 — 1984
BS, Business Admin / Information Systems
TIAA-CREF May 2013 - Present
ITG Investing, LLC December 2010 - Present
TIAA-CREF October 2012 - May 2013
Bank of America November 2011 - November 2012
Wells Fargo 2009 - August 2011
Wachovia December 2004 - June 2009
Siebel Systems 1999 - 2004
GTECH Corporation 1996 - 1999
Skills
Management Consulting, Team Motivator, Technical Management, Technical Project..., Team Management, Team Leadership, Adaptation, Oversight, Mentoring, Cross-functional Team..., Project Management, Technology Management, Leadership Development, ITIL, Leadership, Strategy, CRM, Customer Service, Siebel, Team Building, Business Analysis, Management, SDLC, Security, Requirements Analysis, Project Portfolio..., Consulting, PMP, Mergers & Acquisitions, Resource Management, Outsourcing, Change Management, Software Project..., Visio, IT Management, Business Process, Enterprise Architecture, Vendor Management, Strategic Partnerships, Program Management, Risk Management, Business Process..., Process Improvement, IT Strategy, Strategic Planning, Training, Agile Methodologies, SharePoint, PMO, Integration
Education
University of Rhode Island 1992 — 1995
Bachelor of Science
Capital One July 2012 - Present
Wells Fargo April 2008 - June 2012
Wells Fargo December 2006 - April 2008
Data Network Services, Inc January 2005 - December 2006
Data Network Services, Inc January 2004 - December 2006
Data Network Services, Inc February 2002 - January 2004
Skills
SSIS, SSRS, SharePoint, SQL, SDLC, Microsoft SQL Server, Crystal Reports, VB.NET, VBScript, Requirements Gathering, Visio, Oracle, VBA, ASP.NET, XSLT, XML, Vendor Management, Business Analysis, ETL, Java, JavaScript, jQuery, jQuery UI, PHP, phpMyAdmin, MySQL, Visual C#, Microsoft Office 2007, T-SQL, Microsoft Office 2003
Education
University of Richmond
BAS, Information Technology
Banas Mortgage December 2014 - Present
Rushmore Home Loans October 2012 - July 2013
Wells Fargo July 2000 - September 2012
Fremont Investment and Loan July 1999 - June 2000
Unicor Mortgage Inc. March 1995 - September 1998
Skills
FHA, Loans, Mortgage Lending, Loan Origination, Credit, Banking, Commercial Lending, Credit Analysis, Customer Service, FHLMC, FHA financing, FNMA, Investment Properties, Management, Mortgage Banking, Real Estate, Investments, Refinance, Regulatory Guidelines, Residential Mortgages, Relationship Management, Sales, USDA, Underwriting, FHA Financing
Education
University of Rochester 1979 — 1984
BA, Economics
Wells Fargo January 2015 - Present
Balise Toyota January 2012 - January 2015
Ocean State Tugs & Barges March 2013 - November 2014
Hunt Tugs & Barges Inc. October 2010 - 2012
Skills
Ports, Shipping, Logistics, Maritime, Offshore Drilling, International Shipping, Operations Management, Transportation, Sales Management, Microsoft Office, Negotiation, Marine Engineering
Education
University of Rhode Island 2005 — 2009
EVB - Eastern Virginia Bankshares July 2011 - Present
Wells Fargo 2004 - 2011
Skills
Banking, Team Leadership, Team-oriented, Retail Banking, Finance, Financial Services, Leadership Development, Employee Training, Job Coaching, Sales Management, Morale, Maintaining A Positive..., Customer Driven, Challenge Driven, Success Driven, Ethical Leadership, Business Decision Making, Solution Focused, Customer Service..., Supervisory Skills
Education
Hermitage High School
University of Richmond
Bachelor's degree
Wells Fargo April 2011 - Present
Indoor Environmental Services September 2010 - January 2011
Bryan College August 2010 - September 2010
Spataros Restaurant February 2009 - September 2010
Wells Fargo August 2009 - August 2010
Olive Garden Restaurant March 2007 - June 2008
Education
University of Sacramento 2007 — 2009
Bachelor of Science, Organizational Communications
Western Milling January 2015 - Present
Wells Fargo October 2012 - November 2013
BridgeEnglish Argentina February 2012 - August 2012
Bridge Argentina February 2012 - July 2012
Public Health Brigades July 2011 - March 2012
The Academic Advantage October 2011 - February 2012
Craton Capital June 2008 - August 2008
Skills
International Relations, International..., Foreign Policy, Policy Analysis, Political Science, Human Rights, Politics, Diplomacy, Spanish, Intercultural..., International Security, Research, Nonprofits, Qualitative Research
Education
University of San Diego 2012 — 2014
Master's degree, International Relations and Political Science
University of California Santa Barbara 2007 — 2011
BA, Global Studies
Genworth Financial (formerly GE Financial Assurance) 1999 - 2012
GE Capital - GE Financial Assurance 1999 - 2005
Wells Fargo 1994 - 1999
Brown & Root at E.I. DuPont 1991 - 1994
Remedy Staffing 1990 - 1991
Skills
Talent Management, Talent Development, Talent Acquisition, Recruiting, Succession Planning, Leadership Development, Cross-functional Team..., Compensation, Mergers & Acquisitions, Training, Performance Management, Performance Development, Organizational..., Organizational..., Human Capital, Strategic Human..., Deferred Compensation, Personnel Management, Mergers, Leadership, Performance Improvement, Program Management, Human Resources, Onboarding, HRIS, Vendor Management, Employee Relations, Change Management, Coaching, Interviews, Workforce Planning, HR Consulting, Employee Benefits, Executive Coaching, Sourcing, Benefits Administration, Organizational Design, Strategy, Temporary Placement
Education
University of Richmond
MS, Human Resource Management
Virginia Commonwealth University
BA, Political Science & History
Virginia Tech
Attended
Lacoste May 2015 - Present
JackRabbit Sports February 2013 - May 2015
Wells Fargo July 2007 - February 2013
Abercrombie & Fitch October 1998 - April 2007
Skills
Store Management, Retail, Sales, Customer Service, Visual Merchandising, Merchandising, Recruiting, Loss Prevention, Training, Banking, Talent Acquisition, Interviews, Performance Management, Retail Banking, Retail Sales, Inventory Management, Team Building, Employee Training, Customer Experience, Customer Satisfaction, Hiring, Leadership, Inventory Control, Driving Results, Store Operations, Onboarding, Microsoft Word, Talent Management, Profit, Time Management
Education
University of Rhode Island 1995 — 1999
Bachelor of Science (BS), Psychology
Wells Fargo October 2003 - Present
CGI June 1999 - July 2003
Education
University of Rochester 1995 — 1999
Bachelor of Arts, Political Science and Economics
Wells Fargo December 2006 - Present
Troup Consulting Services LLC March 2004 - Present
SFA Solutions, Inc. 2003 - 2003
Metris Companies, Inc. 1997 - 2003
State Street Global Advisors 1994 - 1997
Norwest Mortgage 1992 - 1994
Skills
Business Analysis, Financial Services, Project Management, Vendor Management, Credit Cards, Process Improvement, Cross-functional Team..., Risk Management, Management
Education
University of San Diego 1987 — 1991
Wells Fargo April 2010 - Present
Wachovia April 2005 - April 2010
Wachovia Bank October 1998 - April 2005
Signet Bank 1994 - 1998
Skills
Budgets, Process Improvement, Financial Services, Vendor Management, Call Center, Customer Experience, Business Analysis, Contact Center..., Leadership, Project Management, Relationship Management, E-commerce, Call Centers, Business Process..., Strategy, Credit Cards, Risk Management, Analytics, SDLC, Banking, Program Management, Sales, Management, Team Leadership, Cross-functional Team..., Mergers & Acquisitions, PMO, Product Management
Education
University of Richmond 1981 — 1988
Petersburg High School 1979 — 1983
Wells Fargo April 2002 - Present
Wells Fargo Bank 2002 - Present
World Omni FInancial Corp 1989 - 2001
JM Family Enterprises 1989 - 2001
Skills
SDLC, Project Management, Vendor Management, PMO, Business Analysis, Business Requirements, Risk Management, Management
Education
University of Rhode Island 1972 — 1978
Wells Fargo January 2015 - Present
SereinFact February 2013 - January 2015
Avanade November 2013 - July 2014
ZS Associates January 2009 - October 2013
Hollister April 2003 - November 2008
REAL Solutions, Inc 1999 - 2001
Skills
ITIL, Process Improvement, Change Management, Big Data, Integration, Cloud Computing, Six Sigma, IT Management, Leadership, Vendor Management, Apache Pig, HBase, Information Technology, Business Intelligence, Problem Solving, SharePoint, Troubleshooting, Hadoop, Windows, Lotus Notes, MapReduce, Hive, Mentoring, Project Implementation, Linux, Security, IT Operations, PMP, Team Leadership, Budgeting, Coaching, Planning, Strategic Planning, Objective-C, Macroeconomics, JavaScript, jQuery, Management, Consulting, Enterprise Software, Management Consulting, Project Management, IT Strategy, Business Analysis, Strategy
Education
Universität Regensburg 1992 — 1997
Bachlor, Physics, MIS
WvSG 1982 — 1992
Abitur
Wells Fargo August 2002 - Present
Education
University of San Diego 1998 — 2001
Wells Fargo August 2011 - Present
Wachovia 1997 - August 2011
Signet Bank 1993 - 1997
Education
University of Richmond 1988 — 1992
BA, Political Science, History, Education
Lexington High School 1982 — 1992
Wells Fargo August 2010 - Present
Apex Systems November 2008 - August 2010
Red River Technology Group February 2007 - November 2008
Genesis10 August 2006 - February 2007
Technisource August 2004 - August 2006
Skills
PMP
Education
Virginia Commonwealth University 2003 — 2005
MBA, Concentration IT
University of Richmond 1991 — 1995
Bachelor of Science in Business Administration, Finance
Wells Fargo Bank November 2014 - Present
Wells Fargo July 2014 - October 2014
Wells Fargo Bank, Global Financial Institutions December 2013 - March 2014
Fannie Mae February 2011 - September 2013
Wells Fargo Home Mortgage February 2010 - December 2010
US Allianz LIfe April 2009 - November 2009
Ann Buffie & Associates, Inc. August 2002 - February 2009
Skills
Due Diligence, Investments, Financial Risk, Financial Services, Loans, Strategy, Finance, Credit Risk, Risk Management, Mortgage Lending, Banking, Management, Forecasting, Mergers & Acquisitions, Portfolio Management, Customer Service, Analysis, Credit
Education
College of Financial Planning 1989 — 1990
Certified Financial Planner (CFP), Financial Planning
University of Rochester 1962 — 1970
PhD/abd, Music Theory
Wells Fargo June 2004 - Present
Scott and Stringfellow September 2000 - June 2004
Education
University of Richmond - Robins School of Business 2000 — 2003
MBA, Finance
William & Mary 1992 — 1996
BA, Economics and Art History
Wells Fargo November 2011 - Present
Wachovia December 1987 - January 2011
Capital One 1990 - 1996
Skills
Team Building, Program Management, Leadership, Management, Training, Leadership Development, Change Management, Public Speaking, Project Management, Team Leadership, Performance Management, Call Centers, Coaching, Event Planning, Human Resources, Strategic Planning, Business Analysis
Education
University of Richmond - Robins School of Business
IDeaS Revenue Solutions April 2013 - Present
IDeaS February 2011 - Present
National Marrow Donor Program June 2010 - February 2011
Wells Fargo July 2008 - June 2010
Minnesota Office of Enterprise Technology 2009 - 2009
International Decision Systems April 2008 - July 2008
Secure Computing December 2006 - March 2008
Travelers Insurance December 2005 - November 2006
Partners Healthcare April 2004 - June 2006
Shadowbox Design November 2005 - April 2006
Skills
EJB, Eclipse, J2EE, Websphere, JUnit, JBoss, JDBC, IntelliJ IDEA, Hibernate, Weblogic, Agile, Spring, Ant, SOAP, XML, Struts, SOA, AJAX, Tomcat, Web Services, JMS, UML, Servlets, JavaScript, SQL Server, SQL, Java, HTML, RAD, Application Development, JSP, Web Applications, DB2, SDLC, Enterprise Architecture, CVS, MySQL, XSLT, Unix, Java Enterprise Edition, Agile Methodologies, Databases, Microsoft SQL Server, OOP, Architecture, Integration, J2EE Application..., Swing
Education
University of Rochester 1980 — 1984
BSEE, Computer Engineering
Wells Fargo January 2014 - Present
Wells Fargo February 2013 - January 2014
Wells Fargo March 2012 - February 2013
Wells Fargo October 2010 - February 2012
Wells Fargo Financial July 2009 - September 2010
Skills
Credit, Mortgage Lending, Banking, Commercial Banking, Financial Analysis, Retail Banking, Financial Modeling, Relationship Management, Risk Management, Microsoft Excel, Microsoft Office, Corporate Finance, Data Analysis, Sales, Business Development, Management, New Business Development, Portfolio Management
Education
University of Rochester 2005 — 2009
Bachelor of Arts, Health & Society
SEI Investments March 2003 - Present
SEI 2003 - Present
Wells Fargo 1987 - 2003
PwC 1984 - 1987
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Allocation, Global Asset Allocation, Enterprise Risk..., Interest Rate..., Corporate Finance, liability driven...
Education
University of Richmond - Robins School of Business 1980 — 1984
Bachelor of Science (BS), Accounting and Business/Management
Germantown Academy 1978 — 1980
FindLaw, part of Thomson Reuters October 2014 - Present
Wells Fargo Bank July 2010 - September 2014
Wells Fargo Bank June 2007 - July 2010
Wells Fargo March 2005 - June 2007
Stonecreek Funding March 2005 - October 2005
Singles-life May 2002 - March 2005
Marcoa Publishing September 2003 - May 2004
Skills
Sales, Business Development, Leadership, Management, Marketing, B2B, Marketing Strategy, Sales Operations, Customer Service, Credit, Loans, Finance, Portfolio Management, Call Centers, Time Management, Relationship Management, Banking, Credit Analysis, Commercial Lending, Cross Selling, Commercial Banking, Sales Management, Selling, Cold Calling
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2002 — 2003
Masters Certificate in Marketing, Business
University of Rochester 2000 — 2003
Bachelor of Arts, Psychology
Nichols School 1993 — 2000
Wells Fargo October 2010 - Present
Wells Fargo January 2006 - January 2011
Accenture 1998 - 2006
Skills
Business Analysis, Project Management, Agile Methodologies, SDLC, Requirements Analysis, Process Improvement, Financial Services, Vendor Management, Business Intelligence, PMO
Education
University of Rochester 1993 — 1998
BA, Economics, German
Wells Fargo April 2015 - Present
The Norman Group February 2014 - March 2015
The Norman Group April 2013 - December 2013
The RWC Group January 2010 - February 2012
Bank of America November 2008 - December 2009
Bank of America October 2007 - November 2008
Bank of America January 2005 - September 2007
Bank of America January 1999 - January 2005
Bank of America January 1994 - January 1999
Bank of America May 1992 - January 1994
Skills
Banking, Product Management, Treasury Management, Financial Services, Cross-functional Team..., Business Requirements, Deposit Products, Cash Management, Project Management, Mergers & Acquisitions, Process Improvement, Integration, Strategy, Business Analysis, Budgets, Finance, Vendor Management, Training, Payments, Product Development, Business Process..., Financial Analysis
Education
University of Richmond
B.A.
Vectra Bank Colorado April 2014 - Present
Vectra Bank Colorado December 2010 - April 2014
Key Bank October 2009 - November 2010
Wells Fargo December 2008 - February 2010
Curves January 2002 - October 2006
Arcadia/Citi Financial/Felco Auto Lease 1996 - 2000
Norwest Financial 1993 - 1995
Skills
Mortgage Banking, Loan Origination, Loans, FHA, Mortgage Lending, Underwriting, Banking, Finance, Credit, Small Business, Small Business Lending, Consumer Lending, Investment Properties, Home Equity Loans, Home Equity Lines of..., Referrals, Real Estate, Credit Analysis, Refinance, Commercial Lending, Lines Of Credit, Residential Mortgages, Construction Loans
Education
University of San Diego 1989 — 1993
Bachelor's degree, Business Administration
Fairview 1985 — 1989
Wells Fargo November 2014 - Present
Skills
Data Analysis, SQL, Statistics, Microsoft Excel, Access, Quantitative Analytics, Financial Analysis, Business Process..., Business Process..., Risk Management, Business Process Design, Tableau, Regulatory Compliance, PowerPoint, Operational Risk..., SAS, Leadership, Stata, VBA, Databases, Analysis, Root Cause Analysis, MySQL, Python, Financial Modeling, HTML, Microsoft Office, Teradata, Data Mining, CSS, Git, JavaScript, Subversion, Ruby, Ruby on Rails, Haskell, VBScript, VB.NET
Education
University of Rochester 2007 — 2011
Bachelor of Arts, Financial Economics
Wells Fargo May 2011 - Present
Fifth Third Bank 2009 - June 2011
Wachovia Capital Markets, LLC July 2004 - June 2009
Deloitte & Touche January 1999 - January 2002
Auditor of Public Accounts - Virginia July 1996 - August 1999
Skills
Finance, Mergers & Acquisitions, Credit, Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance
University of Richmond - Robins School of Business 1992 — 1996
Bachelor of Science, Business Administration; Accounting
Lake Forest High School 1989 — 1992
MILA Process Consulting 2008 - Present
Contractor 2008 - Present
Wells Fargo 2007 - 2008
DCCA 2006 - 2007
Zen Technology 2003 - 2006
Skills
PMP, ITIL, Program Management, Quality Assurance, Process Improvement, Six Sigma, Security, CMMI, Cross-functional Team..., Project Management, Iso 9000, Requirements Analysis, SDLC, Project Planning, Quality Management, Management
Education
University of Reading 1992 — 1993
MA, International Business
University of Reading 1989 — 1992
BA, Economics and Accounting
Webster Bank December 2014 - Present
Webster Bank February 2014 - December 2014
BankUnited November 2013 - February 2014
Webster Bank June 2010 - November 2013
HSBC Mortgage Corp (USA) 2006 - June 2010
Wells Fargo 2001 - 2006
Bank of New York Mortgage Company (ARCS) 1991 - 1998
Skills
Private Banking/Lending, Portfolio Lending, FHA, Home Equity Lines of..., Investment Properties, Finance, Debt Consolidation, Residential Homes, Credit, Reverse Mortgages, USDA, VA loans, Underwriting, Leadership, Consumer Lending, Small Business Lending, Commercial Lending, Credit Risk, Commercial Mortgages, Portfolio Management, Management
Education
University of Rochester 1986 — 1990
BA, PSYCHOLOGY
Scarsdale High School 1981 — 1985
High School
The University of Vermont Medical Center October 2014 - Present
DISH Network July 2009 - August 2014
Wells Fargo March 2001 - June 2009
HP March 2000 - March 2001
MCI Telecommunications January 1989 - December 1999
Arthur Young & Co. 1982 - 1988
Skills
Process Improvement, Program Management, Product Management, Project Management, IT Strategy, Databases, Training, Budgets, SDLC, PMP, Change Management, Vendor Management, Software Development, Requirements Gathering, Business Process..., Requirements Analysis, Business Analysis, Strategic Planning, CRM
Education
University of Richmond 1975 — 1979
B.S., Biology, General
South Bay Development June 2015 - Present
Wells Fargo August 2012 - April 2015
Wells Fargo February 2012 - July 2012
Wells Fargo July 2009 - February 2012
Altegris Investments June 2007 - November 2008
Edward Jones June 2005 - June 2007
United States Marine Corps June 2003 - June 2005
Skills
Dispositions, Refinance, Portfolio Management, Real Estate Investment, Loans, Credit Analysis, Investments, Real Estate Economics, Financial Modeling, Investment Properties, Disposition, Finance, Credit, Financial Analysis
Education
University of San Diego
BBA
Wells Fargo October 2012 - October 2014
Kiawah Island Golf Resort January 2011 - October 2012
Skills
Marketing, Customer Service, Leadership, Management, Event Planning, Account Management, Marketing Strategy, Customer Retention, Customer Satisfaction, Training, CRM
Education
University of Rhode Island 2002 — 2006
BA, Psychology
University of Rhode Island
Bachelor of Arts (B.A.), Psychology/ Business
Wells Fargo March 2014 - Present
Wells Fargo April 2012 - Present
Wells Fargo July 2009 - April 2012
Wells Fargo May 2008 - July 2009
Irvine Company May 2006 - April 2008
Haskell & White June 2003 - May 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Finance, Corporate Finance, Forecasting, Budgets, Project Management, System Implementations, Organization, Executive Presentation..., Trend Analysis, Organizational Agility, Process Implementation, Strategic Financial..., Strategy, Sarbanes-Oxley Act, Due Diligence, GAAP, Managerial Finance, Cash Management, Mergers & Acquisitions
Education
University of San Diego 1999 — 2003
Bachelors of Science in Accounting, Emphasis on Real Estate/Finance, Graduated Cum Laude
Lighting Virginia October 2006 - December 2014
Capital One June 1995 - May 1996
Saxon Mortgage Funding Corp September 1992 - September 1994
Wells Fargo February 1989 - February 1992
Skills
Portrait Photography, Digital Photography, Headshots, Portraits, Photojournalism, Commercial Photography, Fine Art Photography, Event Photography, Customer Service, Public Speaking, Editing, Microsoft Office, Sales, Leadership, Microsoft Word
Education
University of San Diego 1984 — 1988
Bachelor of Arts (B.A.), International Relations and Affairs
Associated Bank March 2010 - Present
Illusion Theater October 2012 - Present
Woodbury Community Foundation January 2011 - Present
National Youth Recovery Foundation June 2010 - March 2015
First Equity Mortgage December 2008 - March 2010
Bremer Bank April 2004 - November 2008
Wells Fargo June 1993 - April 2004
United States Navy September 1983 - September 1989
Skills
Financial Reporting, Due Diligence, IRAs, Fixed Annuities, Banking, Cross-functional Team..., Mortgage Lending, Management, Investments, Loans, Finance, Portfolio Management, Strategic Planning, Commercial Banking, Small Business, Financial Services, Insurance, Credit, Small Business Lending, Sales, Consumer Lending, Underwriting, Credit Analysis, Commercial Lending, Treasury Management, Loan Origination
Education
University of St. Thomas 1990 — 1993
Bachelor of Arts, cum laude, Economics, French Language
University of Rhode Island 1989 — 1990
Economics, French
Stearns Lending October 2013 - Present
Wells Fargo January 2002 - October 2012
Wells Fargo Home Mortgage January 2002 - January 2006
Western Financial Bank January 1996 - January 1998
Norwest Wholesale Mortgage January 1995 - January 1996
Norwest Wholesale January 1990 - January 1995
Independence One Mortgage January 1990 - January 1995
Independence One Mortgage January 1989 - January 1990
North American Mortgage January 1987 - January 1988
Community American Mortgage January 1985 - January 1987
Skills
Mortgage Banking, Mortgage Lending, Mortgage Industry, Mortgage, Loans, Refinance, Investments, Profit, Underwriting, Loan Origination, FHA, Lead Generation, Loan Servicing, Leadership, Sales Management, Residential Mortgages, Training, Sales, Management, VA loans, Funding, Credit, Banking, USDA, Relationship Management, Mortgage Underwriting, VA Loans
Education
University of California, San Diego and San Diego State 1977 — 1981
Bachelor of Arts (B.A.)
San Diego State University
Bachelor of Arts
University of California, San Diego and San Diego State
Bachlor
University of San Diego
Ray Insurance Agency, Inc. January 2013 - Present
Brower Insurance Agency May 2006 - December 2011
Benchmark Insurance Agency 2006 - 2009
Acordia 1997 - 2003
Wells Fargo 1997 - 2003
Skills
Licensed Property &..., Certified Insurance..., Professional Liability, General Insurance, Inland Marine, Legal Liability, Health Insurance, Casualty Insurance, Liability, Brokers, Claim
Education
University of Rio Grande and Rio Grande Community College 1989 — 1991
Wellston HS
Wells Fargo January 2013 - Present
KPMG US June 2012 - December 2012
General Motors August 2011 - June 2012
Microsoft May 2011 - July 2011
Shreeji Technical Solutions May 2007 - July 2008
Shreeji Technology Solutions Private Limited May 2006 - July 2006
Skills
ASP.NET, JavaScript, Web Services, Microsoft SQL Server, AJAX, SQL, XML, HTML, Visual Studio, Oracle, SharePoint, MySQL, C++, C#, PL/SQL, Web Development, Microsoft Office..., .NET, ASP.NET MVC, Architecture, Windows, LINQ, jQuery, WCF
Education
University of Rajasthan 2003 — 2007
B.E., Computer Science
Fidelity Investments January 2010 - Present
Fidelity January 2003 - January 2010
Putnam Investments 2000 - 2003
Montgomery Asset Management 1998 - 2000
ERE Rosen Real Estate Securities 1997 - 1998
Wells Fargo 1994 - 1997
Skills
Program Management, Investments, Financial Services, Cross-functional Team..., Project Planning, Process Improvement, Strategy, Project Management, SDLC, Portfolio Management, Strategic Planning, Financial Analysis, Change Management, Leadership, Business Analysis, Vendor Management, Risk Management, Mutual Funds, Business Process...
Education
University of Rhode Island 1987 — 1991
BS, Accounting
Wells Fargo June 2010 - Present
Wachovia, A Wells Fargo Company June 2007 - Present
Wells Fargo Securities May 2007 - June 2010
Skills
Financial Analysis, Financial Modeling, Equities, Valuation, Equity Research
Education
University of Richmond 2003 — 2007
BA, Business Administration
Wells Fargo March 2010 - Present
NYFIX Inc September 2008 - November 2009
Boston Equities Exchange November 2006 - September 2008
Citigroup January 1994 - January 2006
Citigroup January 2001 - January 2002
Citigroup January 1999 - January 2001
Citigroup January 1994 - January 1999
Key Bank January 1991 - January 1994
North Fork Bank January 1990 - July 1990
European American Bank January 1986 - January 1990
Skills
Equities, Capital Markets, Electronic Trading, Trading Systems, Fixed Income, Options, Financial Risk, Derivatives
Education
University of Richmond 1981 — 1985
BS, Finance
University of Richmond - Robins School of Business 1981 — 1985
Bachelor of Science, Business Administration
Wells Fargo March 2004 - Present
Skills
Real Estate Economics, Asset Management, Underwriting, Real Estate, Commercial Lending, Investment Properties, Financial Analysis, Valuation, Disposition, Real Estate Transactions, Real Estate Development, Real Estate Financing, Loans, Brokerage, Commercial Mortgages
Education
University of San Diego 2000 — 2003
Bachelor of Business Administration (BBA), Finance and Real Estate
BleuForce, LLC August 2006 - Present
Wells Fargo January 2001 - May 2005
Skills
Accounting, Small Business, Payroll Taxes, Customer Service, Tax Preparation, QuickBooks, CPA, Financial Statements, General Ledger, Financial Reporting, Tax
Education
University of San Diego 1998 — 2000
Yes, Master in Business Administration, focus in Business Technology & Accounting
University of San Diego 1990 — 1994
Yes, Business Administration
ICAL Inmobiliaria December 2014 - Present
Bustamante Realty Group June 2012 - Present
CREDES December 2010 - June 2011
HSBC January 2010 - November 2010
Wells Fargo January 2006 - January 2010
Wells Fargo Bank January 2005 - December 2006
Wells Fargo July 2003 - December 2004
BBVA September 1998 - July 2003
Vector Casa de Bolsa June 1997 - September 1998
Casa de Bolsa Inverlat November 1992 - June 1997
Skills
Bilingual-Spanish, Bank Relationship..., International Relations, Credit Risk, Investments, Finance, Loans, Banking, Relationship Management, Team Leadership, Wealth Management, Leadership, Commercial Banking, Retail Banking, Strategic Financial..., Management, Negotiation, Financial Planning, Spanish
Education
University of San Diego 1986 — 1991
Bachelor's, Business Administration
University of San Diego 1986 — 1990
Bachelors, Busines Administration
Bank of America 1997 - Present
Bank of America 1996 - 1997
Bank of America 1993 - 1996
Wells Fargo 1983 - 1991
Skills
Economic Capital, Regulatory Capital, Pricing, Profit Maximization, Profitability..., RAROC, Credit Risk, Credit, Banking, Loans, Leadership, Management, Strategic Planning, Commercial Banking, Finance, Portfolio Management, Treasury Management, Financial Analysis, Risk Management, Strategy, Credit Analysis
Education
University of San Diego 1976 — 1980
Bachelor of Arts, Economics
University of San Francisco 1981 — 1982
MBA
Wells Fargo March 2002 - Present
Bank of America March 1990 - February 2002
Office of the Comptroller of the Currency July 1975 - February 1990
Skills
Portfolio Management, Risk Management, Loan Review, Commercial Credit, Risk Rating Systems, Risk Rating Training, Commercial Real Estate, Leveraged Lending, Equipment Finance, Board of Directors..., Board of Directors..., Management, Credit, Real Estate, Finance, Loans, Credit Analysis, Banking, Commercial Banking, Credit Risk, Commercial Lending, Financial Risk, Financial Analysis
Education
University of Richmond 1973 — 1974
Master of Science (MS), Personnel and Banking
Virginia Polytechnic Institute and State University - Pamplin College of Business 1968 — 1972
Bachelor of Science (BS), Business Management
Fifth Third Bank June 2013 - Present
Partners 1st Federal Credit Union November 2011 - June 2013
Wells Fargo January 2009 - November 2011
Tippmann Sports LLC May 2006 - June 2008
Komet Hockey January 2004 - March 2006
Skills
Marketing, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Cold Calling, Microsoft Word, Sales, Sales Management, Coaching, New Business Development, Team Building, CRM, Management, Team Leadership, Banking, Leadership, Customer Satisfaction, Account Management, Budgets, Customer Retention, Time Management, Sales Operations, Financial Analysis, Forecasting, Process Improvement, Credit, Marketing Strategy, Retail, Training, Teamwork, Recruiting, Operations Management, Inventory Management, Analysis
Education
University of Saint Francis 2007 — 2008
MBA, Management
University of Saint Francis 2002 — 2008
BSA, Marketing & Sports Management
Alvarez & Marsal August 2015 - Present
Cigna May 2014 - July 2015
Cigna July 2013 - July 2015
Cigna July 2013 - May 2014
Liberty Mutual Insurance June 2012 - August 2012
JPMorganChase May 2010 - November 2011
Wells Fargo July 2009 - April 2010
MassMutual Financial Group May 2008 - September 2008
Skills
Financial Analysis, Microsoft Excel, Finance, Investments, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Financial Modeling, Bloomberg Terminal, Portfolio Management, Corporate Finance, Access, Banking, Valuation, Competitive Analysis, Business Strategy, Project Management, Equities, Analysis, Capital Markets, Economics, Process Improvement, Management, Insurance, Financial Services, Intercultural..., People Skills, Risk Management, Underwriting, Strategic Financial..., Financial Planning
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
MBA, Finance and Organizational and Competitive Strategy
University of Rochester 2005 — 2009
BA, Financial Economics
E Mortgage Management, LLC. December 2012 - Present
Wells Fargo December 2011 - December 2012
Precision Funding Group March 2009 - September 2011
AnnieMac Home Mortgage d/b/a Village Home Mortgage Co. August 2005 - August 2008
American Business Financial Services d/b/a Upland Mortgage Co. May 1999 - April 2005
Skills
Mortgage Lending, Credit, Loan Origination, Residential Mortgages, Refinance, Mortgage Banking, FHA, Credit Analysis, FHA Financing, Banking
Education
University of Rochester 1992 — 1996
Bachelor of Arts (B.A.)
Camden Catholic High School
TRUSTe November 2011 - Present
Wells Fargo April 2010 - August 2011
Persistent Systems December 2006 - February 2010
Yardi Software India Pvt Ltd February 2006 - December 2006
Bharat Softwares April 2004 - December 2005
CareTaker Infoways, Pune, India. January 2004 - March 2004
Skills
Test Automation, Quality Assurance
Education
University of Pune 2000 — 2003
Masters, Computer Science
Wells Fargo October 2003 - Present
Bluestem Systems Inc December 2000 - October 2003
Midwest Systems August 1999 - December 2000
Skills
Unix Shell Scripting, SDLC, HP-UX, SQL, Disaster Recovery, Unix, IBM Websphere DataStage..., Perl, Syncsort, AIX, Ab Initio, Teradata Data Warehouse, Redwood, XML, Software Development, HTML, AbInitio
Education
University of Rhode Island 1988 — 1992
Bachelor of Science (BS), Computer Science
Philips August 2013 - Present
Fairfield County Bank March 2012 - August 2013
Wells Fargo August 2010 - March 2012
Wells Fargo March 2010 - August 2010
Edward Jones June 2009 - August 2009
Skills
Credit, Loans, Credit Analysis, Mortgage Lending, Accounting, Financial Services, Banking, Sales, Relationship Management, Commercial Lending, Cash Management, Lines Of Credit, Analysis, Underwriting
Education
University of Rhode Island - College of Business Administration
Bachelor of Science (B.S.), Business Administration; Finance
Bishop Hendricken High School 2000 — 2004
BMO Harris Bank 2015 - Present
American Equity Mortgage 2014 - 2015
Rubicon Mortgage Advisors 2013 - 2014
TCF Bank 2012 - 2013
Wells Fargo 2011 - 2012
US Bank 2010 - 2011
Skills
Mortgage Lending, Loans, Loan Origination, Mortgage Banking, Home Equity Lines of..., FHA, Credit, Financial Analysis, Banking, Credit Analysis, FHA financing, Residential Mortgages, Management, Refinance, Real Estate, Underwriting, Loan Servicing, NMLS Licensed, First Time Home Buyers, Finance, Networking, Consumer Lending, Home Equity Loans, VA loans, USDA, Mortgage Marketing, Mortgage Underwriting, Residential Homes, Strategic Financial..., Credit Risk, Investment Banking, Construction Loans, Commercial Lending, Government Loans, Reverse Mortgages, Mortgage Servicing, Loan Modifications, Real Estate Economics, Investment Properties, Sales, Foreclosures, Certified Mortgage..., Real Estate Financing, Investments, Referrals, REO, Investors, Down Payment Assistance, Short Sales, FHA Financing
Education
University of San Diego
Wells Fargo October 2014 - Present
Bank of America November 2011 - October 2014
Wells Fargo August 2011 - November 2011
R.R. Donnelley October 2010 - August 2011
Citi December 1999 - October 2010
Skills
Fixed Income, Financial Analysis, Equities, Risk Management, Financial Reporting, Financial Modeling, Banking, Finance, Hedge Funds, Portfolio Management, Capital Markets, Derivatives, Securitization, Financial Services
Education
University of Rio Grande and Rio Grande Community College 1995 — 1999
Bachelor, Accounting
Northern Trust Corporation August 2014 - Present
Wells Fargo October 2012 - August 2014
Wells Fargo February 2007 - September 2012
SunTrust Bank October 2004 - February 2007
SouthTrust Bank September 2002 - October 2004
Skills
Finance, Wealth Management, Portfolio Management, Estate Planning, Investments, Trust Services, Securities, Financial Advisory, Wealth Management..., Financial Services, Retirement Planning, Financial Planners, Asset Management, High Net Worth..., Asset Allocation, Banking, Mutual Funds, Investment Advisory, Financial Planning, Trusts
Education
University of Richmond 1998 — 2002
BA, History and Political Science
Central Virginia Neurology September 2013 - Present
Call Federal Credit Union December 2011 - August 2013
Boys Scouts of America June 2010 - June 2012
Wells Fargo October 2010 - December 2011
New Life Methodist Church May 2010 - May 2011
Capital One October 1999 - August 2003
ACI Distribution August 1997 - October 1999
Skills
Consumer Lending, Risk Management, Banking, Credit, Process Improvement, Team Building, Training, Notary Public, PowerPoint, Outstanding verbal, Windows Mail, Strongly self-motivated, Business Analysis, Leadership, Strategic Planning, Social Media, Public Relations, Marketing Communications, Access, Marketing Strategy, Software Documentation, Microsoft Excel, Microsoft Word, Outlook Express, Organization, Multi Tasking, Written & Oral..., Sales, Individual Work, Data Analysis, Event Planning, Management, Research
Education
University of Richmond 2013 — 2017
Bachelor's degree, Human Resources Management/Personnel Administration, General
John Tyler Community College 2007 — 2013
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.27
Self employed Nanny May 2014 - Present
Wells Fargo December 2013 - March 2014
macy's November 2011 - March 2014
Education
Yuba College 2010 — 2012
Forensic biology
University of Sacramento 2009 — 2010
Cuesta College
Forensic biology
Wells Fargo October 2000 - Present
Skills
Data Warehousing, Business Intelligence, ETL, Requirements Gathering, Requirements Analysis, SDLC, Informatica, Oracle, Business Analysis, Data Modeling, Enterprise Architecture, Integration, SQL, Data Warehouse..., OBIEE, Crystal Reports, T-SQL, Systems Analysis, SSIS, Business Process, PL/SQL, Oracle Applications, Unix, Database Design, Business Objects, Web Services, Databases, Software Project..., Data Integration, Solution Architecture, Performance Tuning, SOA, Business Process Design, Unix Shell Scripting, Microsoft SQL Server, SharePoint, Data Migration, Weblogic, Business Requirements, Disaster Recovery, IT Strategy, OLAP, SQL Tuning, Dimensional Modeling, Web Application..., ASP.NET, ASP.NET AJAX, IBI Webfocus, PeopleSoft Financial, Document Imaging
Education
University of Rochester 1990 — 1994
Bachelor of Science (BSc), Electrical and Electronics Engineering
Wells Fargo September 2008 - Present
Skills
Banking, Credit
Education
University of San Carlos 1993 — 1997
Bachelor of Science in Accountancy
St. Peter's College, Ormoc City, Leyte Philippines
Elementary and High School
Wells Fargo December 2014 - Present
Wells Fargo January 2010 - December 2014
Skills
Loans, Credit, Banking, Mortgage Lending, Retail Banking, Consumer Lending, Sales, Commercial Banking, Small Business Lending, Customer Service, Commercial Lending, Credit Analysis
Education
University of Rhode Island
Wells Fargo January 2000 - November 2014
Wheat First Butcher & Singer 1995 - 1998
Craigie, Inc 1987 - 1995
Salomon Brothers Inc 1983 - 1987
Skills
Management, Business Planning, Portfolio Management, Banking, Investments, Risk Management
Education
University of Richmond - Robins School of Business
Bachelor of Science (BS), Finance, General
Wells Fargo 1984 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Appalachian State University
University of Richmond - Robins School of Business
Wells Fargo
Skills
sales, Mortgage Underwriting
Education
University of San Diego