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
Eric Cappello Eric Cappello Orange County, California Area Details
Eric Cappello's Wells Fargo Experience November 2011 - May 2014
Job Portfolio Associate at Canterbury Consulting
Industry Financial Services
Experience
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

elizabeth casey elizabeth casey United States Details
elizabeth casey's Wells Fargo Experience August 2005 - January 2012
Job Business Development /Cash Management
Industry Banking
Experience
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

Jazmin Steele Jazmin Steele Greater San Diego Area Details
Jazmin Steele's Wells Fargo Experience January 2000 - August 2005
Job Program Manager at Eleanor's Place for Women
Industry Nonprofit Organization Management
Experience
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

Gustavo Bidart Gustavo Bidart Greater Los Angeles Area Details
Gustavo Bidart's Wells Fargo Experience June 1989 - January 2000
Job Senior Vice President, Corporate Citizenship, Social Responsibility,Community Development, and Strategic Initiatives
Industry Public Relations and Communications
Experience
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

Gordon W. Lewis, CFP, ChFC Gordon W. Lewis, CFP, ChFC San Francisco Bay Area Details
Gordon W. Lewis, CFP, ChFC's Wells Fargo Experience 2004 - 2009
Job Account Executive at Freedom Financial Network
Industry Financial Services
Experience
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

Jennifer Hawkey Jennifer Hawkey Fort Wayne, Indiana Details
Jennifer Hawkey's Wells Fargo Experience June 2008 - April 2009
Job Store manager/ SM trainer at Icing by Claire's
Industry Retail
Experience
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

Ruth Flintoft Ruth Flintoft Phoenix, Arizona Details
Ruth Flintoft's Wells Fargo Experience January 2004 - July 2010
Job Insurance Agency Owner, American Family Insurance
Industry Insurance
Experience
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

Sunny Manghnani Sunny Manghnani Redmond, Washington Details
Sunny Manghnani's Wells Fargo Experience June 2010 - March 2011
Job Senior Service Engineer at Microsoft Corporation
Industry Information Technology and Services
Experience
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.

Luis Victorio Luis Victorio Greater San Diego Area Details
Luis Victorio's Wells Fargo Experience July 2012 - Present
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
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

Christian Marshall Christian Marshall San Diego, California Details
Christian Marshall's Wells Fargo Experience January 2008 - 2009
Job Managing Director at Fidelity Business Advisors
Industry Financial Services
Experience
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

Tony Axtmann Tony Axtmann Iselin, New Jersey Details
Tony Axtmann's Wells Fargo Experience June 2009 - May 2012
Job Retail Sales Consultant at Investors Bank
Industry Banking
Experience
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

Derrick Hur, CFA Derrick Hur, CFA Greater New York City Area Details
Derrick Hur, CFA's Wells Fargo Experience 2007 - 2010
Job AVP at SMBC Nikko Securities
Industry Investment Banking
Experience
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

Tom Loucopolos Tom Loucopolos Greater New York City Area Details
Tom Loucopolos's Wells Fargo Experience January 2013 - Present
Job Senior Relationship Manager at Wells Fargo
Industry Banking
Experience
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

Dan Boykin Dan Boykin Midlothian, Virginia Details
Dan Boykin's Wells Fargo Experience March 2010 - April 2011
Job Systems Administrator at TowneBank
Industry Banking
Experience
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

Bryan Curran Bryan Curran Fremont, California Details
Bryan Curran's Wells Fargo Experience June 2011 - August 2011
Job Sales Analyst/Admin at NEXTracker, Inc
Industry Renewables & Environment
Experience
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

Cheryl Nolan Cheryl Nolan Charlotte, North Carolina Area Details
Cheryl Nolan's Wells Fargo Experience September 2014 - Present
Job SVP, Enterprise Marketing Campaign Planning & Management at Wells Fargo
Industry Marketing and Advertising
Experience
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

Matthew Sirianni Matthew Sirianni Greater San Diego Area Details
Matthew Sirianni's Wells Fargo Experience July 2015 - Present
Job Financial Analyst at Wells Fargo
Industry Real Estate
Experience
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

Jared Voss Jared Voss Temecula, California Details
Jared Voss's Wells Fargo Experience July 2002 - April 2010
Job Vice President/Branch Manager at Union Bank
Industry Banking
Experience
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

Claire Johnson Claire Johnson Richmond, Virginia Area Details
Claire Johnson's Wells Fargo Experience December 2009 - December 2011
Job Home Mortgage Associate at Wells Fargo Home Mortgage NMLS 745872
Industry Banking
Experience
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

Thomas Kale, CISA Thomas Kale, CISA Charlotte, North Carolina Area Details
Thomas Kale, CISA's Wells Fargo Experience February 2014 - Present
Job Operational Risk Consultant at Wells Fargo
Industry Banking
Experience
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

Matt Spada Matt Spada Charlotte, North Carolina Details
Matt Spada's Wells Fargo Experience February 2014 - Present
Job Salesforce Project Manager Global Financial Institutions at Wells Fargo
Industry Information Technology and Services
Experience
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

Amit Sharda Amit Sharda Charlotte, North Carolina Area Details
Amit Sharda's Wells Fargo Experience 2011 - Present
Job Sr Principal Consultant at HeadStrong Captial Markets
Industry Computer Software
Experience
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

Jordan Campus Jordan Campus Greater New York City Area Details
Jordan Campus's Wells Fargo Experience July 2003 - September 2004
Job Managing Director at Campus Group Companies, Inc.
Industry Media Production
Experience
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

Daniel Donnelly Daniel Donnelly Greater Los Angeles Area Details
Daniel Donnelly's Wells Fargo Experience June 2013 - Present
Job Vice President Corporate FX Sales
Industry Financial Services
Experience
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

Charles Cochran Charles Cochran Sacramento, California Area Details
Charles Cochran's Wells Fargo Experience July 2010 - November 2011
Job Vice President, Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
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

Kevon Lowry Kevon Lowry Greater San Diego Area Details
Kevon Lowry's Wells Fargo Experience 2004 - 2007
Job Branch Manager at OneMain Financial
Industry Financial Services
Experience
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

John Settle John Settle Richmond, Virginia Area Details
John Settle's Wells Fargo Experience March 2012 - Present
Job Sr. Trust & Fiduciary Specialist, SVP at Wells Fargo
Industry Banking
Experience
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

Laura Shu-Han Lee Laura Shu-Han Lee San Francisco Bay Area Details
Laura Shu-Han Lee's Wells Fargo Experience March 2013 - Present
Job Project Manager
Industry Computer Software
Experience
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

Tom Ash Tom Ash Portland, Oregon Area Details
Tom Ash's Wells Fargo Experience 2004 - 2008
Job Owner at Agents Paying Forward
Industry Financial Services
Experience
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

Corrine E. Matteson Corrine E. Matteson Washington D.C. Metro Area Details
Corrine E. Matteson's Wells Fargo Experience March 2013 - Present
Job Service Manager at Wells Fargo
Industry Financial Services
Experience
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

Latasha Bradley Latasha Bradley Richmond, Virginia Details
Latasha Bradley's Wells Fargo Experience April 2006 - May 2013
Job IT/Systems Design/Data Management at US State Dept. of Aging & Rehabilitation
Industry Information Technology and Services
Experience
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

Jamie Olivis Jamie Olivis Portland, Oregon Details
Jamie Olivis's Wells Fargo Experience 2013 - Present
Job Analytics Consultant at Wells Fargo
Industry Banking
Experience
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

Christian von Merkatz Christian von Merkatz Greater Los Angeles Area Details
Christian von Merkatz's Wells Fargo Experience February 2012 - August 2012
Job Relationship Manager at Wells Fargo
Industry Real Estate
Experience
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

Jessica Rosman Jessica Rosman Charlotte, North Carolina Area Details
Jessica Rosman's Wells Fargo Experience December 2011 - May 2012
Job Program/Project Coordinator | Finance, Process Improvement, Management Reporting | Accomplished Speaker & Author
Industry Information Technology and Services
Experience
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

John Smith, CTP John Smith, CTP Charlotte, North Carolina Area Details
John Smith, CTP's Wells Fargo Experience October 2013 - Present
Job Business Process Manager at Wells Fargo
Industry Banking
Experience
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

Michael A. Deery Michael A. Deery Greater San Diego Area Details
Michael A. Deery's Wells Fargo Experience May 1999 - May 2000
Job Mortgage Broker/ Planner / Loan Officer / Mortgage Expert / President at Citywide Financial Corp
Industry Real Estate
Experience
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

Linda Kemp, CLTC Linda Kemp, CLTC Baltimore, Maryland Area Details
Linda Kemp, CLTC's Wells Fargo Experience August 2013 - Present
Job Personal Banker II at Wells Fargo
Industry Financial Services
Experience
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:

Rich Dorn Rich Dorn Greater Minneapolis-St. Paul Area Details
Rich Dorn's Wells Fargo Experience May 2004 - May 2006
Job Vice President, Market Growth & Development at Wells Fargo Financial
Industry Banking
Experience
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

Dianne Samonas Dianne Samonas Greater Los Angeles Area Details
Dianne Samonas's Wells Fargo Experience January 2013 - May 2014
Job Rodan + Fields, Executive Consultant
Industry Consumer Services
Experience
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

Jason Madison, CRPC® Jason Madison, CRPC® Richmond, Virginia Area Details
Jason Madison, CRPC®'s Wells Fargo Experience August 2012 - August 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Evan Potash Evan Potash Greater Philadelphia Area Details
Evan Potash's Wells Fargo Experience August 2013 - Present
Job AVP, Senior Regional Private Banking Relationship Manager at Wells Fargo
Industry Banking
Experience
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

Khrisna Stitzell Khrisna Stitzell San Diego, California Details
Khrisna Stitzell's Wells Fargo Experience March 2008 - October 2011
Job Project Coordinator at The Engineering Partners, Inc.
Industry Utilities
Experience
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

Matthew Strother Matthew Strother Orange County, California Area Details
Matthew Strother's Wells Fargo Experience 1994 - 1996
Job Executive Director of Facilities and Planning
Industry Construction
Experience
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

Katie Abel Katie Abel Los Angeles, California Details
Katie Abel's Wells Fargo Experience November 2008 - March 2009
Job MATTER | a Brand Agency creating sincere + meaningful + relevant connections
Industry Marketing and Advertising
Experience
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

Curtis Fairbourn Curtis Fairbourn Salt Lake City, Utah Details
Curtis Fairbourn's Wells Fargo Experience June 2013 - August 2013
Job Senior Analyst at Zions Bancorporation
Industry Banking
Experience
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

Max Bialick Max Bialick Greater Minneapolis-St. Paul Area Details
Max Bialick's Wells Fargo Experience 2006 - 2006
Job Purchasing Manager at American Fish & Seafood
Industry Logistics and Supply Chain
Experience
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

Kristin Gupta (Bjorkman) Kristin Gupta (Bjorkman) Greater Milwaukee Area Details
Kristin Gupta (Bjorkman)'s Wells Fargo Experience June 2005 - August 2007
Job Executive Recruiter at Ajilon Executive
Industry Consumer Goods
Experience
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

Tim Payne Tim Payne San Francisco, California Details
Tim Payne's Wells Fargo Experience January 2005 - October 2009
Job Assistant Dean at Hult International Business School
Industry Higher Education
Experience
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

张一驰Yichi Zhang 张一驰Yichi Zhang Los Angeles, California Details
张一驰Yichi Zhang's Wells Fargo Experience May 2012 - June 2012
Job Co Founder | CEO at McGann + Zhang
Industry Marketing and Advertising
Experience
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

Brenda Allerton Brenda Allerton Wellesley Hills, Massachusetts Details
Brenda Allerton's Wells Fargo Experience 2003 - 2004
Job Advisory Board Member at Roundup River Ranch
Industry Nonprofit Organization Management
Experience
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

Garrett Avila Garrett Avila Sacramento, California Details
Garrett Avila's Wells Fargo Experience July 2013 - Present
Job Personal Banker at Wells Fargo
Industry Consumer Services
Experience
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

Dawon Bahtuoh, pre AWMA Dawon Bahtuoh, pre AWMA Greater Minneapolis-St. Paul Area Details
Dawon Bahtuoh, pre AWMA's Wells Fargo Experience October 2014 - Present
Job Wealth, Brokerage & Retirement Wells Fargo Bank, N.A.
Industry Financial Services
Experience
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

Julia Nash Rogers Julia Nash Rogers Charlotte, North Carolina Details
Julia Nash Rogers's Wells Fargo Experience February 2013 - Present
Job Accountant, Wells Fargo Corporate Finance
Industry Accounting
Experience
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

Jenelle Conklin Jenelle Conklin San Diego, California Details
Jenelle Conklin's Wells Fargo Experience 2012 - August 2013
Job GCL Services
Industry Professional Training & Coaching
Experience
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

Brandon Holm Brandon Holm San Diego, California Details
Brandon Holm's Wells Fargo Experience June 2015 - Present
Job Commercial Banking National Industries Intern at Wells Fargo
Industry Higher Education
Experience
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

Andrew Tighe Andrew Tighe Orange County, California Area Details
Andrew Tighe's Wells Fargo Experience August 2006 - April 2012
Job Capital Markets Associate at Panattoni Development Company
Industry Financial Services
Experience
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

John S. Pagliuso John S. Pagliuso Greater San Diego Area Details
John S. Pagliuso's Wells Fargo Experience April 2014 - Present
Job Vice President, Commercial Real Estate Lending at Wells Fargo
Industry Real Estate
Experience
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

Tony Golic Tony Golic Charlotte, North Carolina Area Details
Tony Golic's Wells Fargo Experience 2009 - August 2011
Job QA Lead at TIAACREF
Industry Financial Services
Experience
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

Vic Bailey Vic Bailey Richmond, Virginia Details
Vic Bailey's Wells Fargo Experience April 2008 - June 2012
Job Highly motivated Information Technology expert with strong interpersonal skills
Industry Financial Services
Experience
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

John (Ted) Sweeney John (Ted) Sweeney Rochester, New York Area Details
John (Ted) Sweeney's Wells Fargo Experience July 2000 - September 2012
Job Mortgage Consultant at Banas Mortgage, Park Ave, Rochester, NY
Industry Financial Services
Experience
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

Charlene Bianco Charlene Bianco Greater Boston Area Details
Charlene Bianco's Wells Fargo Experience January 2015 - Present
Job Business Development Representative
Industry Automotive
Experience
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

Greg Noel Greg Noel King William, Virginia Details
Greg Noel's Wells Fargo Experience 2004 - 2011
Job Bank Manager at EVB Eastern Virginia Bankshares
Industry Financial Services
Experience
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

Caitlin Amsbaugh Caitlin Amsbaugh Sacramento, California Area Details
Caitlin Amsbaugh's Wells Fargo Experience April 2011 - Present
Job Client Associate at Wells Fargo
Industry Consumer Services
Experience
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

Lais Ribeiro Lais Ribeiro San Diego, California Details
Lais Ribeiro's Wells Fargo Experience October 2012 - November 2013
Job HR Assistant at Western Milling
Industry International Affairs
Experience
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

Ann Shipman Ann Shipman Washington D.C. Metro Area Details
Ann Shipman's Wells Fargo Experience 1994 - 1999
Job Vice President of Human Resources at Counterpart International
Industry Human Resources
Experience
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

Robert Paterno Robert Paterno Greater New York City Area Details
Robert Paterno's Wells Fargo Experience July 2007 - February 2013
Job Market Leader, Northeast for Lacoste
Industry Retail
Experience
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

Tara Benson Tara Benson Charlotte, North Carolina Details
Tara Benson's Wells Fargo Experience October 2003 - Present
Job Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo   October 2003 - Present
CGI  June 1999 - July 2003

Education
University of Rochester   1995 — 1999
Bachelor of Arts, Political Science and Economics

Lisa Reininger Lisa Reininger Greater Minneapolis-St. Paul Area Details
Lisa Reininger's Wells Fargo Experience December 2006 - Present
Job Project Manager, Consultant
Industry Financial Services
Experience
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

Paula (Dear) Everett Paula (Dear) Everett Charleston, South Carolina Area Details
Paula (Dear) Everett's Wells Fargo Experience April 2010 - Present
Job 31 Years of Experience
Industry Financial Services
Experience
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

Linda St. Jean Linda St. Jean Phoenix, Arizona Area Details
Linda St. Jean's Wells Fargo Experience April 2002 - Present
Job Project Management Manager at Wells Fargo
Industry Financial Services
Experience
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

Rainald Guentner Rainald Guentner San Francisco Bay Area Details
Rainald Guentner's Wells Fargo Experience January 2015 - Present
Job Program Manager at Wells Fargo
Industry Information Technology and Services
Experience
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

Dayna Coghlan Dayna Coghlan San Francisco, California Details
Dayna Coghlan's Wells Fargo Experience August 2002 - Present
Job Project Manager at Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo   August 2002 - Present

Education
University of San Diego   1998 — 2001

Erika (Marcus) Wright Erika (Marcus) Wright Washington D.C. Metro Area Details
Erika (Marcus) Wright's Wells Fargo Experience August 2011 - Present
Job AVP Financial Consultant at Wells Fargo
Industry Banking
Experience
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

Gregory Giese, PMP Gregory Giese, PMP Charlotte, North Carolina Area Details
Gregory Giese, PMP's Wells Fargo Experience August 2010 - Present
Job Implementation Manager at Wells Fargo
Industry Information Technology and Services
Experience
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

John Pavey John Pavey Greater Minneapolis-St. Paul Area Details
John Pavey's Wells Fargo Experience July 2014 - October 2014
Job Operational Risk Consultant 4 at Wells Fargo Bank
Industry Financial Services
Experience
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

Patrick Hadlow Patrick Hadlow Greater St. Louis Area Details
Patrick Hadlow's Wells Fargo Experience June 2004 - Present
Job Manager, Wells Fargo Advisors
Industry Financial Services
Experience
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

Ronita Gaines Ronita Gaines Charlotte, North Carolina Details
Ronita Gaines's Wells Fargo Experience November 2011 - Present
Job Sales and Service Phone Bank Manager at Wells Fargo
Industry Banking
Experience
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

Tom Crider Tom Crider Greater Minneapolis-St. Paul Area Details
Tom Crider's Wells Fargo Experience July 2008 - June 2010
Job Principal Applications Developer at IDeaS Revenue Solutions
Industry Computer Software
Experience
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

Helen Baroody Helen Baroody Washington, District Of Columbia Details
Helen Baroody's Wells Fargo Experience January 2014 - Present
Job Treasury Management Sales Consultant at Wells Fargo
Industry Financial Services
Experience
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

Alfred Pierce Alfred Pierce Greater Philadelphia Area Details
Alfred Pierce's Wells Fargo Experience 1987 - 2003
Job Managing Director at SEI Investments
Industry Financial Services
Experience
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

Lauren Sunderland Lauren Sunderland Greenwich, Connecticut Details
Lauren Sunderland's Wells Fargo Experience March 2005 - June 2007
Job Client Development Consultant at FindLaw, part of Thomson Reuters
Industry Marketing and Advertising
Experience
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

Jamie (Bard) Davitt Jamie (Bard) Davitt Dublin, Ohio Details
Jamie (Bard) Davitt's Wells Fargo Experience October 2010 - Present
Job Assistant Vice President, EBusiness Marketing Strategist at Wells Fargo
Industry Financial Services
Experience
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

Laura Blackburn Laura Blackburn Richmond, Virginia Area Details
Laura Blackburn's Wells Fargo Experience April 2015 - Present
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
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.

Kyley Buchanan-Bolitho Kyley Buchanan-Bolitho Greater Denver Area Details
Kyley Buchanan-Bolitho's Wells Fargo Experience December 2008 - February 2010
Job Business Development Officer AVP/ 2nd Mortgage and Small Business Lending Specialist
Industry Banking
Experience
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

Jay Nerger Jay Nerger Dallas, Texas Details
Jay Nerger's Wells Fargo Experience November 2014 - Present
Job
Industry Financial Services
Experience
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

Russ Fallis Russ Fallis Charlotte, North Carolina Area Details
Russ Fallis's Wells Fargo Experience May 2011 - Present
Job Director, Supply Chain Finance at Wells Fargo
Industry Financial Services
Experience
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

Michele Lamptey Uhrich Michele Lamptey Uhrich Baltimore, Maryland Area Details
Michele Lamptey Uhrich's Wells Fargo Experience 2007 - 2008
Job CMMI Lead Appraiser, Manager Process Initiatives at Northrop Grumman
Industry Information Technology and Services
Experience
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

Rachel Mancini Rachel Mancini Greater New York City Area Details
Rachel Mancini's Wells Fargo Experience 2001 - 2006
Job AVP, Sr. Residential Mortgage Banking Officer at Webster Bank
Industry Financial Services
Experience
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

Deborah Parente, PMP Deborah Parente, PMP Burlington, Vermont Details
Deborah Parente, PMP's Wells Fargo Experience March 2001 - June 2009
Job Project Manager at The University of Vermont Medical Center
Industry Information Technology and Services
Experience
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

Brett Kondrick Brett Kondrick Campbell, California Details
Brett Kondrick's Wells Fargo Experience August 2012 - April 2015
Job Chief Financial Officer at South Bay Development
Industry Commercial Real Estate
Experience
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

Sara Waldron Sara Waldron Greater Boston Area Details
Sara Waldron's Wells Fargo Experience October 2012 - October 2014
Job Sales Specialist at Wells Fargo
Industry Banking
Experience
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

Jennifer Lipinski Jennifer Lipinski Orange County, California Area Details
Jennifer Lipinski's Wells Fargo Experience March 2014 - Present
Job Manager, VP Consumer Lending Compensation at Wells Fargo
Industry Financial Services
Experience
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

Anne Eberwein Anne Eberwein Saint Johns, Florida Details
Anne Eberwein's Wells Fargo Experience February 1989 - February 1992
Job Administrative Support and Customer Service
Industry Wholesale
Experience
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

Anthony Bohaty Anthony Bohaty Greater Minneapolis-St. Paul Area Details
Anthony Bohaty's Wells Fargo Experience June 1993 - April 2004
Job Senior Vice President, CWS® Associated Bank, Private Client Services
Industry Banking
Experience
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

Melissa Armstrong Melissa Armstrong Orange County, California Area Details
Melissa Armstrong's Wells Fargo Experience January 2002 - October 2012
Job Regional Sales Vice President at Stearns Lending (NMLS #1854)
Industry Financial Services
Experience
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

Paula Lambert, CIC Paula Lambert, CIC Columbus, Ohio Area Details
Paula Lambert, CIC's Wells Fargo Experience 1997 - 2003
Job Account Manager at Ray Insurance Agency, Inc.
Industry Insurance
Experience
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

Divyanshu Sofat Divyanshu Sofat Des Moines, Iowa Area Details
Divyanshu Sofat's Wells Fargo Experience January 2013 - Present
Job Sharepoint Lead at Wells Fargo
Industry Computer Software
Experience
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

James Fette, PMP James Fette, PMP Dallas/Fort Worth Area Details
James Fette, PMP's Wells Fargo Experience 1994 - 1997
Job Recognized leader in strategic planning, program management and relationship management
Industry Financial Services
Experience
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

Brian Cutlip Brian Cutlip Greater New York City Area Details
Brian Cutlip's Wells Fargo Experience June 2010 - Present
Job Vice President Institutional Equity Sales at Wells Fargo
Industry Financial Services
Experience
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

C Thomas Richardson C Thomas Richardson Greater New York City Area Details
C Thomas Richardson's Wells Fargo Experience March 2010 - Present
Job Managing Director, Head of Market Structure and Electronic Trading Services, Wells Fargo Securities
Industry Financial Services
Experience
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

Kelly Souza Kelly Souza Greater San Diego Area Details
Kelly Souza's Wells Fargo Experience March 2004 - Present
Job Senior Vice President at Wells Fargo
Industry Real Estate
Experience
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

Arlington Harrigan Arlington Harrigan Greater San Diego Area Details
Arlington Harrigan's Wells Fargo Experience January 2001 - May 2005
Job Accounting & Financial Management
Industry Accounting
Experience
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

Genaro Valladolid Genaro Valladolid Chapultepec, Baja California, Mexico Details
Genaro Valladolid's Wells Fargo Experience January 2006 - January 2010
Job Director de Operaciones at ICAL Inmobiliaria
Industry Real Estate
Experience
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

Gregory Bullian Gregory Bullian San Francisco Bay Area Details
Gregory Bullian's Wells Fargo Experience 1983 - 1991
Job Product Management Executive at Bank of America
Industry Banking
Experience
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

Henderson Calvin Henderson Calvin Charlotte, North Carolina Area Details
Henderson Calvin's Wells Fargo Experience March 2002 - Present
Job SVP Risk Asset Review at Wells Fargo
Industry Banking
Experience
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

Heather Bontempo Heather Bontempo Fort Wayne, Indiana Area Details
Heather Bontempo's Wells Fargo Experience January 2009 - November 2011
Job Financial Center Manager at 5/3 Bank
Industry Banking
Experience
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

Peter Yeh Peter Yeh Greater Philadelphia Area Details
Peter Yeh's Wells Fargo Experience July 2009 - April 2010
Job Senior Associate at Alvarez & Marsal
Industry Insurance
Experience
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

Kai Jones Kai Jones Cherry Hill, New Jersey Details
Kai Jones's Wells Fargo Experience December 2011 - December 2012
Job Sr. Mortgage Banker at E Mortgage Management, LLC.
Industry Real Estate
Experience
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

Sujata Joshi Sujata Joshi San Francisco Bay Area Details
Sujata Joshi's Wells Fargo Experience April 2010 - August 2011
Job QA Engineer at TRUSTe
Industry Information Technology and Services
Experience
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

John Turcotte John Turcotte Greater Minneapolis-St. Paul Area Details
John Turcotte's Wells Fargo Experience October 2003 - Present
Job Applications Systems Engineer at Wells Fargo
Industry Computer Software
Experience
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

Kyle Zepp Kyle Zepp Greater New York City Area Details
Kyle Zepp's Wells Fargo Experience August 2010 - March 2012
Job Territory Manager at Philips
Industry Consumer Goods
Experience
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

Charles Winston Mahar Charles Winston Mahar Greater Minneapolis-St. Paul Area Details
Charles Winston Mahar's Wells Fargo Experience 2011 - 2012
Job Mortgage Banker at BMO Harris Bank
Industry Financial Services
Experience
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

Scott McMannes Scott McMannes Charlotte, North Carolina Area Details
Scott McMannes's Wells Fargo Experience October 2014 - Present
Job Regulatory Reporting Quality Assurance
Industry Financial Services
Experience
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

Walter Cook, CTFA® Walter Cook, CTFA® Greater Atlanta Area Details
Walter Cook, CTFA®'s Wells Fargo Experience October 2012 - August 2014
Job Personal Trust Assistant Relationship Manager at Northern Trust Corporation
Industry Financial Services
Experience
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

Jennifer Halligan Jennifer Halligan Richmond, Virginia Area Details
Jennifer Halligan's Wells Fargo Experience October 2010 - December 2011
Job Student looking to expand legal knowledge
Industry Legal Services
Experience
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

Ashlee Roberts Ashlee Roberts San Luis Obispo, California Details
Ashlee Roberts's Wells Fargo Experience December 2013 - March 2014
Job Nanny
Industry Retail
Experience
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

Chuma Nnolim Chuma Nnolim Minneapolis, Minnesota Details
Chuma Nnolim's Wells Fargo Experience October 2000 - Present
Job Technology Manager at Wells Fargo
Industry Financial Services
Experience
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

Isabel Sirhan Isabel Sirhan Mesa, Arizona Details
Isabel Sirhan's Wells Fargo Experience September 2008 - Present
Job Banker at Wells Fargo
Industry Financial Services
Experience
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

Monique Ehsani Karagianakis Monique Ehsani Karagianakis Eatontown, New Jersey Details
Monique Ehsani Karagianakis's Wells Fargo Experience December 2014 - Present
Job District Manager
Industry Banking
Experience
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

James Register James Register Charlotte, North Carolina Details
James Register's Wells Fargo Experience January 2000 - November 2014
Job Institutional Sales and Trading Municipal Securities
Industry Banking
Experience
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

Frederick Price Frederick Price United States Details
Frederick Price's Wells Fargo Experience 1984 - Present
Job
Industry Banking
Experience
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

mansoor jan mansoor jan Walnut Creek, California Details
mansoor jan's Wells Fargo Experience
Job loan specialist level 4 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  

Skills
sales, Mortgage Underwriting

Education
University of San Diego

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