Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Cameron Burbank Cameron Burbank's Wells Fargo Experience 2014 - Present
Job Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Wells Fargo June 2013 - Present
John Hancock Financial Network 2010 - 2013
Skills
Financial Analysis, Bloomberg, Financial Modeling, Investments, Strategic Financial..., Corporate Finance, Valuation, Mutual Funds, Alternative Investments, Finance, Equities, Securities, Fixed Income, Asset Management, Hedge Funds
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration
Boston College - Carroll School of Management 2012 — 2015
Master of Science, Finance
Providence College 2006 — 2010
Bachelor of Science, Finance
Wells Fargo 2014 - Present
Wells Fargo June 2013 - Present
John Hancock Financial Network 2010 - 2013
Skills
Financial Analysis, Bloomberg, Financial Modeling, Investments, Strategic Financial..., Corporate Finance, Valuation, Mutual Funds, Alternative Investments, Finance, Equities, Securities, Fixed Income, Asset Management, Hedge Funds
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration
Boston College - Carroll School of Management 2012 — 2015
Master of Science, Finance
Providence College 2006 — 2010
Bachelor of Science, Finance
Thornton Karen Thornton Karen's Wells Fargo Experience September 2014 - Present
Job CEO & Founder at WebOpulence
Industry Telecommunications
Experience
Wells Fargo September 2014 - Present
WebOpulence LLC 2012 - Present
Wells fargo 2014 - 2015
Wells fargo 2014 - 2015
Verizon 2012 - 2014
Verizon 2008 - 2012
Verizon 2008 - 2012
Verizon 2006 - 2008
Verizon 2000 - 2006
Verizon 1998 - 1999
Skills
Telecommunications, Analysis, SDLC, Requirements Analysis, Project Planning, Leadership, Testing, Integration, PMP, VoIP, Program Management, Quality Assurance, Troubleshooting, Software Documentation, Management, Process Improvement, Project Management, Cloud Computing, Cross-functional Team..., Business Analysis, Change Management, Budgets, Software Project..., Disaster Recovery, IT Strategy, IT Management, Software Development, XML, SQL, EDI, Quality Center, PeopleSoft, SharePoint, FMS, Unix, Performance Testing, Business Process, MS Project, Test Planning, Test Automation, Agile Methodologies, Requirements Gathering, User Acceptance Testing, Team Management, Systems Analysis, Quality Management, Security Management, Team Leadership
Education
Willingboro High School
University of Maryland University College
Master's Degree, Information Technology Management - Homeland Security Concentration
Boston University
Masters Certification, Information Technology Project Management
University of North Carolina at Charlotte
Certification, Web Page, Digital/Multimedia and Information Resources Design
Strayer University
Bachelor's Degree, ACCOUNTANCY
Wells Fargo September 2014 - Present
WebOpulence LLC 2012 - Present
Wells fargo 2014 - 2015
Wells fargo 2014 - 2015
Verizon 2012 - 2014
Verizon 2008 - 2012
Verizon 2008 - 2012
Verizon 2006 - 2008
Verizon 2000 - 2006
Verizon 1998 - 1999
Skills
Telecommunications, Analysis, SDLC, Requirements Analysis, Project Planning, Leadership, Testing, Integration, PMP, VoIP, Program Management, Quality Assurance, Troubleshooting, Software Documentation, Management, Process Improvement, Project Management, Cloud Computing, Cross-functional Team..., Business Analysis, Change Management, Budgets, Software Project..., Disaster Recovery, IT Strategy, IT Management, Software Development, XML, SQL, EDI, Quality Center, PeopleSoft, SharePoint, FMS, Unix, Performance Testing, Business Process, MS Project, Test Planning, Test Automation, Agile Methodologies, Requirements Gathering, User Acceptance Testing, Team Management, Systems Analysis, Quality Management, Security Management, Team Leadership
Education
Willingboro High School
University of Maryland University College
Master's Degree, Information Technology Management - Homeland Security Concentration
Boston University
Masters Certification, Information Technology Project Management
University of North Carolina at Charlotte
Certification, Web Page, Digital/Multimedia and Information Resources Design
Strayer University
Bachelor's Degree, ACCOUNTANCY
Claire Doney Claire Doney's Wells Fargo Experience June 2012 - August 2012
Job Advertising Sales Assistant
Industry
Experience
Los Angeles Magazine October 2014 - Present
Chronicle of the Horse Magazine/Equestrian Sports Production June 2013 - August 2013
Chronicle of the Horse/Equestrian Sport Productions June 2013 - August 2013
Wells Fargo June 2012 - August 2012
Executive Service Corp June 2011 - August 2011
Camp Shi'ini 2008 - 2009
Skills
Microsoft Office, Microsoft Excel, Organization, Customer Service, Database and Internet..., PowerPoint, Leadership, Project Management, Social Media Marketing, screening resumes, Time Management, Interpersonal Skill
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Los Angeles Magazine October 2014 - Present
Chronicle of the Horse Magazine/Equestrian Sports Production June 2013 - August 2013
Chronicle of the Horse/Equestrian Sport Productions June 2013 - August 2013
Wells Fargo June 2012 - August 2012
Executive Service Corp June 2011 - August 2011
Camp Shi'ini 2008 - 2009
Skills
Microsoft Office, Microsoft Excel, Organization, Customer Service, Database and Internet..., PowerPoint, Leadership, Project Management, Social Media Marketing, screening resumes, Time Management, Interpersonal Skill
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Karen DeMay's Wells Fargo Experience December 2011 - Present
Job Director, Executive Search Wealth, Brokerage and Retirement at Wells Fargo
Industry Staffing and Recruiting
Experience
Wells Fargo December 2011 - Present
Organizational Development & Executive Search February 2011 - December 2011
The Bridgespan Group 2004 - December 2010
Executive Search Consulting May 1998 - October 2004
Heidrick & Struggles 1994 - 1998
J. Robert Scott July 1990 - December 1993
Skills
Non-profits, Management Consulting, Nonprofits, Strategy, Recruiting, Executive Search, Organizational...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1996
MBA, Business
University of Pittsburgh 1986 — 1990
BA, Communications
Wells Fargo December 2011 - Present
Organizational Development & Executive Search February 2011 - December 2011
The Bridgespan Group 2004 - December 2010
Executive Search Consulting May 1998 - October 2004
Heidrick & Struggles 1994 - 1998
J. Robert Scott July 1990 - December 1993
Skills
Non-profits, Management Consulting, Nonprofits, Strategy, Recruiting, Executive Search, Organizational...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1996
MBA, Business
University of Pittsburgh 1986 — 1990
BA, Communications
Teresa Steele Teresa Steele's Wells Fargo Experience June 2014 - February 2015
Job Charles River SME Consultant at Confidential
Industry Financial Services
Experience
Deutsche Bank May 2015 - August 2015
Wells Fargo June 2014 - February 2015
Franklin Templeton Investments March 2013 - November 2013
Schroders October 2012 - November 2012
Robeco May 2012 - August 2012
JP Morgan May 2011 - April 2012
Wachovia Securities September 2007 - March 2008
Linsco Private Ledger July 2007 - September 2007
RICE HALL JAMES March 2007 - July 2007
Metlife September 2005 - June 2006
Skills
Auditing, Fixed Income, Equities, Risk Management, Compliance, Charles River, Financial Services, Mutual Funds, Investments, Quality Assurance, Trading, Charles River IMS, Portfolio Management, Securities, Capital Markets, Asset Management, Hedge Funds, Financial Risk, Alternative Investments, Trading Systems, AML, Corporate Actions, Investment Management, Investment Banking, Market Data, Financial Markets, Bonds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Technology & International Management
Lomonosov Moscow State University (MSU) 1998 — 1999
BA, International Relations
University of Massachusetts Boston 1995 — 1999
BA, Russian Studies/International Relations
Deutsche Bank May 2015 - August 2015
Wells Fargo June 2014 - February 2015
Franklin Templeton Investments March 2013 - November 2013
Schroders October 2012 - November 2012
Robeco May 2012 - August 2012
JP Morgan May 2011 - April 2012
Wachovia Securities September 2007 - March 2008
Linsco Private Ledger July 2007 - September 2007
RICE HALL JAMES March 2007 - July 2007
Metlife September 2005 - June 2006
Skills
Auditing, Fixed Income, Equities, Risk Management, Compliance, Charles River, Financial Services, Mutual Funds, Investments, Quality Assurance, Trading, Charles River IMS, Portfolio Management, Securities, Capital Markets, Asset Management, Hedge Funds, Financial Risk, Alternative Investments, Trading Systems, AML, Corporate Actions, Investment Management, Investment Banking, Market Data, Financial Markets, Bonds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Technology & International Management
Lomonosov Moscow State University (MSU) 1998 — 1999
BA, International Relations
University of Massachusetts Boston 1995 — 1999
BA, Russian Studies/International Relations
Andre Mittag Andre Mittag's Wells Fargo Experience January 2014 - Present
Job Analytics Consultant AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Self Employed August 2012 - January 2014
Raymond James and Associates January 2009 - August 2011
Raymond James January 2008 - August 2009
Raymond James & Associates, Inc January 2006 - January 2008
Grand Harbor August 2005 - January 2006
Skills
Economics, Portfolio Management, Microsoft Excel, Capital Markets, Investments, Bloomberg Terminal, Equities, Management, Microsoft Word, Stata, Business Planning, Fixed Income, Access, Leadership, Analytics, Financial Modeling, Banking, Analysis, Tennis, Excel, Intellectually Curious, Business Acumen, Trading, Cross-Cultural Agility, FactSet, Creativity, Motivating Others, OBIEE, Tableau, Aster, Big Data, SQL, R, Python, Finance, Financial Analysis, Strategy
Education
Boston University 2011 — 2012
MA, Economics
Eckerd College 2001 — 2005
BA, Economics
Vero Beach High School
Wells Fargo January 2014 - Present
Self Employed August 2012 - January 2014
Raymond James and Associates January 2009 - August 2011
Raymond James January 2008 - August 2009
Raymond James & Associates, Inc January 2006 - January 2008
Grand Harbor August 2005 - January 2006
Skills
Economics, Portfolio Management, Microsoft Excel, Capital Markets, Investments, Bloomberg Terminal, Equities, Management, Microsoft Word, Stata, Business Planning, Fixed Income, Access, Leadership, Analytics, Financial Modeling, Banking, Analysis, Tennis, Excel, Intellectually Curious, Business Acumen, Trading, Cross-Cultural Agility, FactSet, Creativity, Motivating Others, OBIEE, Tableau, Aster, Big Data, SQL, R, Python, Finance, Financial Analysis, Strategy
Education
Boston University 2011 — 2012
MA, Economics
Eckerd College 2001 — 2005
BA, Economics
Vero Beach High School
Sanam Sheikh's Wells Fargo Experience September 2013 - December 2013
Job Solutions Specialist
Industry Retail
Experience
Verizon Wireless August 2014 - Present
Wells Fargo September 2013 - December 2013
Citi November 2012 - June 2013
RadioShack May 2012 - October 2012
AT&T March 2009 - November 2010
Skills
Retail Banking, Microsoft Office, Cash Handling Experience, Customer Service, Customer Experience, Retail Sales, Computer Proficiency, Customer Satisfaction, Sales, Customer Retention, Sales Operations, Retail, Banking, Merchandising
Education
Borough of Manhattan Community College 2009 — 2014
Associate of Arts (A.A.), Writing & Literature
Verizon Wireless August 2014 - Present
Wells Fargo September 2013 - December 2013
Citi November 2012 - June 2013
RadioShack May 2012 - October 2012
AT&T March 2009 - November 2010
Skills
Retail Banking, Microsoft Office, Cash Handling Experience, Customer Service, Customer Experience, Retail Sales, Computer Proficiency, Customer Satisfaction, Sales, Customer Retention, Sales Operations, Retail, Banking, Merchandising
Education
Borough of Manhattan Community College 2009 — 2014
Associate of Arts (A.A.), Writing & Literature
Hailey Thostenson, CFP®, CTFA Hailey Thostenson, CFP®, CTFA's Wells Fargo Experience June 2007 - May 2008
Job Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust October 2014 - Present
First Republic Bank February 2012 - October 2014
First Republic Bank July 2010 - February 2012
First Republic Bank May 2008 - July 2010
Wells Fargo June 2007 - May 2008
Wells Fargo Investments April 2006 - June 2007
Wells Fargo Investments May 2005 - April 2006
Minnesota Department of Corrections October 2001 - May 2005
Skills
Wealth Management, Banking, Financial Analysis, Asset Managment, Strategic Financial..., Estate Planning, CTFA, Asset Allocation, Loans, Series 7, Credit, Private Banking, Asset Management, Financial Advisory, Equities, Financial Modeling, Portfolio Management, Securities, Fixed Income, Mutual Funds, Strategy, Investments, Wealth Management..., Investment Advisory, Leadership, Retirement Planning, Financial Services, Commercial Lending, Financial Planning
Education
University of Minnesota-Twin Cities 2001 — 2005
BS, Finance - Communications
Boston University 2010 — 2011
Online Program in Financial Planning
Cannon Financial Institute 2010 — 2012
Cannon Trust, Honors Graduate
University of California, Los Angeles
CFP® Primer & Review Program
Bessemer Trust October 2014 - Present
First Republic Bank February 2012 - October 2014
First Republic Bank July 2010 - February 2012
First Republic Bank May 2008 - July 2010
Wells Fargo June 2007 - May 2008
Wells Fargo Investments April 2006 - June 2007
Wells Fargo Investments May 2005 - April 2006
Minnesota Department of Corrections October 2001 - May 2005
Skills
Wealth Management, Banking, Financial Analysis, Asset Managment, Strategic Financial..., Estate Planning, CTFA, Asset Allocation, Loans, Series 7, Credit, Private Banking, Asset Management, Financial Advisory, Equities, Financial Modeling, Portfolio Management, Securities, Fixed Income, Mutual Funds, Strategy, Investments, Wealth Management..., Investment Advisory, Leadership, Retirement Planning, Financial Services, Commercial Lending, Financial Planning
Education
University of Minnesota-Twin Cities 2001 — 2005
BS, Finance - Communications
Boston University 2010 — 2011
Online Program in Financial Planning
Cannon Financial Institute 2010 — 2012
Cannon Trust, Honors Graduate
University of California, Los Angeles
CFP® Primer & Review Program
Emily Beaver's Wells Fargo Experience January 2011 - January 2013
Job San Francisco freelance writer specializing in health care and financial services
Industry Media Production
Experience
Wells Fargo January 2011 - January 2013
Wells Fargo September 2009 - January 2011
Youth Radio 2009 - 2011
HCPro, Inc. April 2008 - April 2009
Waterbury Republican-American October 2006 - April 2008
Mass. State Auto Dealer's Association 2006 - 2006
Skills
Writing, Storytelling, Editing, Journalism, Content Development, Content Management, Blogging, WordPress, Internal Communications, News Writing, AP Style, Social Media, Magazines, Research, developmental editing, Social Media Development, Press Releases, Interviews
Education
Boston University 2002 — 2005
Bachelor of Science, Journalism, Summa cum laude
Wells Fargo January 2011 - January 2013
Wells Fargo September 2009 - January 2011
Youth Radio 2009 - 2011
HCPro, Inc. April 2008 - April 2009
Waterbury Republican-American October 2006 - April 2008
Mass. State Auto Dealer's Association 2006 - 2006
Skills
Writing, Storytelling, Editing, Journalism, Content Development, Content Management, Blogging, WordPress, Internal Communications, News Writing, AP Style, Social Media, Magazines, Research, developmental editing, Social Media Development, Press Releases, Interviews
Education
Boston University 2002 — 2005
Bachelor of Science, Journalism, Summa cum laude
Jennifer Block Martin's Wells Fargo Experience June 2014 - Present
Job Copywriter
Industry Writing and Editing
Experience
Wells Fargo June 2014 - Present
Wells Fargo February 2011 - June 2014
Freelance January 2002 - April 2012
Design Within Reach December 2009 - February 2011
J&J Marketing January 2002 - January 2010
Sunset Magazine January 2005 - October 2009
Bank of America March 2008 - December 2008
Weldon Owen Publishing 2003 - 2005
Redband Broadcasting 2000 - 2001
Looksmart 1999 - 2000
Skills
Copywriting, Copy Editing, Publishing, Advertising, Books, Web Content, Internal Communications, Editorial, Email Marketing, Newsletters, Proofreading, Marketing Communications, Catalogs, Magazine Articles, Corporate Communications, Online Marketing, Magazines, Editing, Publications, Content Development, Content Management, Content Strategy, Journalism, Freelance Writing, Managing Editor
Education
Boston University 1987 — 1991
BS
Andover High School
Wells Fargo June 2014 - Present
Wells Fargo February 2011 - June 2014
Freelance January 2002 - April 2012
Design Within Reach December 2009 - February 2011
J&J Marketing January 2002 - January 2010
Sunset Magazine January 2005 - October 2009
Bank of America March 2008 - December 2008
Weldon Owen Publishing 2003 - 2005
Redband Broadcasting 2000 - 2001
Looksmart 1999 - 2000
Skills
Copywriting, Copy Editing, Publishing, Advertising, Books, Web Content, Internal Communications, Editorial, Email Marketing, Newsletters, Proofreading, Marketing Communications, Catalogs, Magazine Articles, Corporate Communications, Online Marketing, Magazines, Editing, Publications, Content Development, Content Management, Content Strategy, Journalism, Freelance Writing, Managing Editor
Education
Boston University 1987 — 1991
BS
Andover High School
Aren Nedeau Aren Nedeau's Wells Fargo Experience 2008 - 2010
Job Director of Business Development and Recruiting, Regional Manager of North Midwest, Colorado, and Texas
Industry Financial Services
Experience
National Credit Care 2012 - Present
Farmers Insurance 2011 - 2012
Wells Fargo 2008 - 2010
24 Hour Fitness 2006 - 2008
Skills
Underwriting, Mortgage Lending, Loans, Credit, Financial Analysis, Mortgage Banking, Sales, Life Insurance, Account Management, Cold Calling, Retirement Planning, FHA, Insurance, Series 6, Banking, Credit Analysis, Residential Mortgages, Consumer Lending, Term Life Insurance, Refinance, Credit Cards, Retail Banking, Health Insurance, Sales Management, Telepresence, Credit Risk, Shamanism, MS VC++, Drama, BGAN, USDA, Small Business, Investments, VA loans, VA Loans, Animal Husbandry
Education
Metropolitan State College of Denver 2006 — 2007
Bachelor of Economics
Washington State University 2005 — 2006
Bachelor of Economics
Bossier Parish Community College
Business/Managerial Economics
Pomona High School
Diploma
National Credit Care 2012 - Present
Farmers Insurance 2011 - 2012
Wells Fargo 2008 - 2010
24 Hour Fitness 2006 - 2008
Skills
Underwriting, Mortgage Lending, Loans, Credit, Financial Analysis, Mortgage Banking, Sales, Life Insurance, Account Management, Cold Calling, Retirement Planning, FHA, Insurance, Series 6, Banking, Credit Analysis, Residential Mortgages, Consumer Lending, Term Life Insurance, Refinance, Credit Cards, Retail Banking, Health Insurance, Sales Management, Telepresence, Credit Risk, Shamanism, MS VC++, Drama, BGAN, USDA, Small Business, Investments, VA loans, VA Loans, Animal Husbandry
Education
Metropolitan State College of Denver 2006 — 2007
Bachelor of Economics
Washington State University 2005 — 2006
Bachelor of Economics
Bossier Parish Community College
Business/Managerial Economics
Pomona High School
Diploma
Graham Cathcart's Wells Fargo Experience 2007 - 2008
Job Incoming Client Executive at IBM
Industry Information Technology and Services
Experience
IBM April 2015 - Present
Credit Suisse 2014 - 2014
Potter Digital October 2010 - March 2013
Wells Fargo 2007 - 2008
Wells Fargo 2006 - 2007
CIBC 2005 - 2005
CIBC May 2004 - September 2004
Skills
Financial Services, Enterprise Technology..., Finance, SaaS, Management, Sales, Investment Banking, Technology Integration, Lead Generation, Banking, Leadership, Online Marketing, Consulting, Project Management, CRM, Technology Consulting, Inbound Marketing, Marketing Strategy, Website Development, Financial Analysis, Enterprise Software, Investments, Entrepreneurship, SEO, Private Banking, Social Media, Relationship Management, Venture Capital, Investor Relations, Mergers & Acquisitions, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
MBA, Master of Business Administration
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
MSF, Master of Science in Finance
Boston College
BA, Psychology, 3.7 GPA
IBM April 2015 - Present
Credit Suisse 2014 - 2014
Potter Digital October 2010 - March 2013
Wells Fargo 2007 - 2008
Wells Fargo 2006 - 2007
CIBC 2005 - 2005
CIBC May 2004 - September 2004
Skills
Financial Services, Enterprise Technology..., Finance, SaaS, Management, Sales, Investment Banking, Technology Integration, Lead Generation, Banking, Leadership, Online Marketing, Consulting, Project Management, CRM, Technology Consulting, Inbound Marketing, Marketing Strategy, Website Development, Financial Analysis, Enterprise Software, Investments, Entrepreneurship, SEO, Private Banking, Social Media, Relationship Management, Venture Capital, Investor Relations, Mergers & Acquisitions, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
MBA, Master of Business Administration
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
MSF, Master of Science in Finance
Boston College
BA, Psychology, 3.7 GPA
Dennis Clapp's Wells Fargo Experience January 2012 - June 2013
Job Vice President, Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank September 2008 - Present
Wells Fargo January 2012 - June 2013
Wasserman Capital, LLC February 2008 - September 2008
SST, Inc April 2005 - December 2007
Skills
Trading, Bonds, Banking, Commercial Lending, Stocks, Series 7, Series 63, Uniform Combined State..., Investments, Wealth Management, Equities, Portfolio Management, Credit, Finance, Financial Modeling, Private Banking, Loans, Consumer Lending, Mortgage Lending, Credit Analysis, Commercial Banking, Small Business Lending, Treasury Management, Loan Origination, Securities, Asset Management, Mutual Funds, Relationship Management, Investment Advisory, Strategic Financial..., Cash Management
Education
Boston University 2014 — 2015
Certificate of Financial Planning, Financial Planning and Services
Loyola Marymount University, College of Business Administration 2007 — 2009
MBA, Finance
Loyola Marymount University, College of Business Administration 2000 — 2003
BA, Marketing
Wells Fargo Private Bank September 2008 - Present
Wells Fargo January 2012 - June 2013
Wasserman Capital, LLC February 2008 - September 2008
SST, Inc April 2005 - December 2007
Skills
Trading, Bonds, Banking, Commercial Lending, Stocks, Series 7, Series 63, Uniform Combined State..., Investments, Wealth Management, Equities, Portfolio Management, Credit, Finance, Financial Modeling, Private Banking, Loans, Consumer Lending, Mortgage Lending, Credit Analysis, Commercial Banking, Small Business Lending, Treasury Management, Loan Origination, Securities, Asset Management, Mutual Funds, Relationship Management, Investment Advisory, Strategic Financial..., Cash Management
Education
Boston University 2014 — 2015
Certificate of Financial Planning, Financial Planning and Services
Loyola Marymount University, College of Business Administration 2007 — 2009
MBA, Finance
Loyola Marymount University, College of Business Administration 2000 — 2003
BA, Marketing
Anthony M. Catalfamo Anthony M. Catalfamo's Wells Fargo Experience 2014 - Present
Job Counsel at Wells Fargo & Co.
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Skills
Mediation, Legal Writing, Legal Research, Litigation, Trials, Bankruptcy, Legal Assistance, Arbitration, Copyright Law, Westlaw, Courts, Securities Regulation, Lexis, Commitment to Quality, Commercial Litigation, Strategic Communications, Class Actions, Business Excellence, Civil Litigation, Appeals, Inspiring Leadership
Education
Boston College
B.A.
Washington University in St. Louis School of Law
Doctor of Law (J.D.)
Wells Fargo 2014 - Present
Skills
Mediation, Legal Writing, Legal Research, Litigation, Trials, Bankruptcy, Legal Assistance, Arbitration, Copyright Law, Westlaw, Courts, Securities Regulation, Lexis, Commitment to Quality, Commercial Litigation, Strategic Communications, Class Actions, Business Excellence, Civil Litigation, Appeals, Inspiring Leadership
Education
Boston College
B.A.
Washington University in St. Louis School of Law
Doctor of Law (J.D.)
David Mazzocco's Wells Fargo Experience August 2008 - August 2010
Job Dispatcher at Frontier Communications
Industry Telecommunications
Experience
Frontier Communications April 2012 - September 2014
Imagitas September 2010 - April 2012
Wells Fargo August 2008 - August 2010
AT&T Mobility September 2002 - July 2008
Skills
Excel, Word, Training & Development, Outlook, PowerPoint, SharePoint, Behavioral Training, Time Management, Curriculum Design, Managerial, Hand Drawing, Customer Relations, Quality Assurance, Forecasting, Inventory Management, Microsoft Office, Problem Solving, Team Building, Team Leadership, Supervisory Skills, Coaching, Teamwork, Public Speaking, Mentoring, Content Development, Writing, Retail, Negotiation, Dispatching, Filing, Customer Service, Verbal De-escalation, Site Planning, Training, Microsoft Word, Basics of Unix, Windows Server, Windows 7, Network Administration, Analysis, Customer Experience, Microsoft Excel, Employee Training, Call Centers, Leadership, Data Analysis, Networking, Management
Education
University of Oregon 2014 — 2018
Bachelor of Architecture (B.Arch.), Architecture, 3.57
Boston Architectural College 2010 — 2011
Architecture, Architecture, 3.57
Portland Community College 2005 — 2010
General Studies, Network and System Administration/Administrator, 3.57
Westview High School
Frontier Communications April 2012 - September 2014
Imagitas September 2010 - April 2012
Wells Fargo August 2008 - August 2010
AT&T Mobility September 2002 - July 2008
Skills
Excel, Word, Training & Development, Outlook, PowerPoint, SharePoint, Behavioral Training, Time Management, Curriculum Design, Managerial, Hand Drawing, Customer Relations, Quality Assurance, Forecasting, Inventory Management, Microsoft Office, Problem Solving, Team Building, Team Leadership, Supervisory Skills, Coaching, Teamwork, Public Speaking, Mentoring, Content Development, Writing, Retail, Negotiation, Dispatching, Filing, Customer Service, Verbal De-escalation, Site Planning, Training, Microsoft Word, Basics of Unix, Windows Server, Windows 7, Network Administration, Analysis, Customer Experience, Microsoft Excel, Employee Training, Call Centers, Leadership, Data Analysis, Networking, Management
Education
University of Oregon 2014 — 2018
Bachelor of Architecture (B.Arch.), Architecture, 3.57
Boston Architectural College 2010 — 2011
Architecture, Architecture, 3.57
Portland Community College 2005 — 2010
General Studies, Network and System Administration/Administrator, 3.57
Westview High School
Paris Leung's Wells Fargo Experience September 2008 - February 2010
Job GM, Mobile Commerce & VP of Strategy
Industry Information Technology and Services
Experience
BilltoMobile November 2011 - January 2015
BilltoMobile September 2010 - November 2011
Extole March 2010 - September 2010
Wells Fargo September 2008 - February 2010
Wells Fargo Treasury & Internet Solutions July 2007 - August 2008
CyberSource April 2003 - July 2007
CyberSource December 2000 - April 2003
Skills
Strategic Partnerships, E-commerce, Strategy, Business Development, Management, Mobile Devices, Start-ups, Product Management, Marketing, SaaS
Education
Boston University 1998 — 2000
MS, Mass Communications
BilltoMobile November 2011 - January 2015
BilltoMobile September 2010 - November 2011
Extole March 2010 - September 2010
Wells Fargo September 2008 - February 2010
Wells Fargo Treasury & Internet Solutions July 2007 - August 2008
CyberSource April 2003 - July 2007
CyberSource December 2000 - April 2003
Skills
Strategic Partnerships, E-commerce, Strategy, Business Development, Management, Mobile Devices, Start-ups, Product Management, Marketing, SaaS
Education
Boston University 1998 — 2000
MS, Mass Communications
Bryan Vincent, M.S. Bryan Vincent, M.S.'s Wells Fargo Experience November 2014 - Present
Job Senior CX Producer at Wells Fargo
Industry Online Media
Experience
Wells Fargo November 2014 - Present
Giant Creative Strategy February 2014 - November 2014
Kane and Finkel September 2012 - February 2014
Independent Consultant January 2003 - September 2012
Johnson Beesley February 2012 - August 2012
Wells Fargo July 2011 - December 2011
Microsoft March 2010 - March 2011
Sanarus Technologies LLC September 2009 - March 2010
Zoomedia October 2007 - December 2008
Zephyr Real Estate Palm Springs October 2002 - September 2007
Skills
Digital Project..., Key Account Management, Web Content Management, Process Improvement, Marketing Strategy, Marketing Communications, Business Process, CRM, Project Management, Axure, MS Project, Basecamp, Visio, Information Architecture, Information Design, Digital Media, Digital Strategy, Brand Development, Digital Marketing, SEO, Social Media, Strategy, Creative Direction, Interactive Marketing, User Experience, Start-ups, Content Strategy, Integrated Marketing
Education
Boston University
Master of Science, Marketing Communication & Advertising
University of Puget Sound
Bachelor of Arts, Communication; French
Syracuse University
Advertising, Marketing, Public Relations
Wells Fargo November 2014 - Present
Giant Creative Strategy February 2014 - November 2014
Kane and Finkel September 2012 - February 2014
Independent Consultant January 2003 - September 2012
Johnson Beesley February 2012 - August 2012
Wells Fargo July 2011 - December 2011
Microsoft March 2010 - March 2011
Sanarus Technologies LLC September 2009 - March 2010
Zoomedia October 2007 - December 2008
Zephyr Real Estate Palm Springs October 2002 - September 2007
Skills
Digital Project..., Key Account Management, Web Content Management, Process Improvement, Marketing Strategy, Marketing Communications, Business Process, CRM, Project Management, Axure, MS Project, Basecamp, Visio, Information Architecture, Information Design, Digital Media, Digital Strategy, Brand Development, Digital Marketing, SEO, Social Media, Strategy, Creative Direction, Interactive Marketing, User Experience, Start-ups, Content Strategy, Integrated Marketing
Education
Boston University
Master of Science, Marketing Communication & Advertising
University of Puget Sound
Bachelor of Arts, Communication; French
Syracuse University
Advertising, Marketing, Public Relations
Allison Lyons's Wells Fargo Experience April 2003 - Present
Job Senior Vice President Treasury Management at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2003 - Present
Fleet Bank April 1992 - April 2003
Skills
Treasury Management, Cash Management, Treasury Services, Banking, Treasury Management..., Project Coordination, Business Process..., Commercial Banking, Payment Services, Accounts Receivable, Accounts Payable, Managing Accounts, Purchasing Cards, Merchant Services, Relationship Management, Working Capital..., Certified Treasury..., Global Cash Management
Education
Boston University 2015 — 2018
Master of International Marketing Management
University of Hartford 1996 — 2008
BS, Marketing
Wells Fargo April 2003 - Present
Fleet Bank April 1992 - April 2003
Skills
Treasury Management, Cash Management, Treasury Services, Banking, Treasury Management..., Project Coordination, Business Process..., Commercial Banking, Payment Services, Accounts Receivable, Accounts Payable, Managing Accounts, Purchasing Cards, Merchant Services, Relationship Management, Working Capital..., Certified Treasury..., Global Cash Management
Education
Boston University 2015 — 2018
Master of International Marketing Management
University of Hartford 1996 — 2008
BS, Marketing
Sheryl Quiatchon's Wells Fargo Experience August 2014 - Present
Job Executive Assistant/Office Manager
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
IPC Systems, Inc. July 2013 - October 2013
Cornwall Capital September 2011 - April 2013
Evercore March 2011 - June 2011
Venancia Vea August 2009 - December 2010
Law Office of Mark Scherzer June 2008 - August 2009
Skills
Administrative..., Event Planning, Outlook, Policy, Travel Planning, Microsoft Office, PowerPoint, Accounting, QuickBooks, Human Resources, Teamwork, Employee Relations, Microsoft Excel, Customer Service, Time Management, Scheduling Management, Onboarding
Education
Boston College
Bachelor of Arts (B.A.), Sociology
Wells Fargo August 2014 - Present
IPC Systems, Inc. July 2013 - October 2013
Cornwall Capital September 2011 - April 2013
Evercore March 2011 - June 2011
Venancia Vea August 2009 - December 2010
Law Office of Mark Scherzer June 2008 - August 2009
Skills
Administrative..., Event Planning, Outlook, Policy, Travel Planning, Microsoft Office, PowerPoint, Accounting, QuickBooks, Human Resources, Teamwork, Employee Relations, Microsoft Excel, Customer Service, Time Management, Scheduling Management, Onboarding
Education
Boston College
Bachelor of Arts (B.A.), Sociology
Darek DeFreece Darek DeFreece's Wells Fargo Experience September 2015 - Present
Job Managing Director at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo September 2015 - Present
Wells Fargo August 2013 - Present
Wells Fargo Bank May 2009 - August 2013
University of California July 2009 - July 2011
California Alumni Association July 2007 - July 2009
Wells Fargo Bank May 2003 - May 2009
PlanetOut Inc. July 2002 - May 2003
Barclays Global Investors June 1999 - June 2002
Paul Hastings 1998 - 2000
Grantham Mayo Van Otterloo 1997 - 1998
Skills
ISDA, International Law, Foreign Exchange, Derivatives, Contract Negotiation, Mutual Funds, Investment Advisory, Swaps, Capital Markets, Banking, Due Diligence, Financial Markets, Investment Management, Investments, Management, Securities, Finance, Risk Management, Trading
Education
Boston College Law School 1994 — 1997
Juris Doctor
University of California, Berkeley 1989 — 1993
BA
Red Bluff High School 1986 — 1989
Wells Fargo September 2015 - Present
Wells Fargo August 2013 - Present
Wells Fargo Bank May 2009 - August 2013
University of California July 2009 - July 2011
California Alumni Association July 2007 - July 2009
Wells Fargo Bank May 2003 - May 2009
PlanetOut Inc. July 2002 - May 2003
Barclays Global Investors June 1999 - June 2002
Paul Hastings 1998 - 2000
Grantham Mayo Van Otterloo 1997 - 1998
Skills
ISDA, International Law, Foreign Exchange, Derivatives, Contract Negotiation, Mutual Funds, Investment Advisory, Swaps, Capital Markets, Banking, Due Diligence, Financial Markets, Investment Management, Investments, Management, Securities, Finance, Risk Management, Trading
Education
Boston College Law School 1994 — 1997
Juris Doctor
University of California, Berkeley 1989 — 1993
BA
Red Bluff High School 1986 — 1989
Lili Chen Lili Chen's Wells Fargo Experience October 2014 - Present
Job Analytics Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
UMass Medical School December 2010 - June 2013
Procter & Gamble April 2010 - June 2010
Skills
SAS, Stata, Biostatistics, Statistics, Statistical Modeling, Data Analysis, R, Epidemiology, Matlab, Data Management
Education
University of Massachusetts, Amherst 2007 — 2009
Master of Science (MS), Biostatistics
Boston College 2004 — 2007
Master of Science (MS), Physics
Wuhan University 2001 — 2004
Master of Science (MS), Optics/Optical Sciences
Wuhan University 1997 — 2001
Bachelor of Science (BS), Physics
Wells Fargo October 2014 - Present
UMass Medical School December 2010 - June 2013
Procter & Gamble April 2010 - June 2010
Skills
SAS, Stata, Biostatistics, Statistics, Statistical Modeling, Data Analysis, R, Epidemiology, Matlab, Data Management
Education
University of Massachusetts, Amherst 2007 — 2009
Master of Science (MS), Biostatistics
Boston College 2004 — 2007
Master of Science (MS), Physics
Wuhan University 2001 — 2004
Master of Science (MS), Optics/Optical Sciences
Wuhan University 1997 — 2001
Bachelor of Science (BS), Physics
David Lupack's Wells Fargo Experience January 2015 - Present
Job Business Analysis, Software Testing, Financial Services, Corporate Actions
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Bay Area Legal Aid January 2014 - December 2014
Lupack Rare Books January 2010 - December 2012
BNY Mellon December 2005 - December 2009
The Bank of New York November 1999 - November 2005
Mellon Trust April 1997 - October 1999
Skills
Bloomberg Terminal, Mac OS X, Windows, Microsoft Word, Microsoft Excel, Access, Outlook, Lotus Notes, Technology Enhancements, Software Testing Life..., Test Cases, Regression Testing, User Acceptance Testing, Global Custody, Corporate Actions, Proxy Voting, SWIFT messaging, Straight Through..., Rights Issues, Tender Offers, Securities, Account Reconciliation, Collectibles, E-commerce, Rare Books, Writing, Testing, Settlement, Integration, Fixed Income, Middle Office, Process Improvement, Options, Fund Accounting, Securities Lending, Hedge Funds, OS X, Portfolio Management, Mutual Funds, Financial Services, Trading Systems, Derivatives, Alternative Investments, Fund Administration, Books, Bloomberg, Capital Markets
Education
Boston University
Hunter College High School
Wells Fargo January 2015 - Present
Bay Area Legal Aid January 2014 - December 2014
Lupack Rare Books January 2010 - December 2012
BNY Mellon December 2005 - December 2009
The Bank of New York November 1999 - November 2005
Mellon Trust April 1997 - October 1999
Skills
Bloomberg Terminal, Mac OS X, Windows, Microsoft Word, Microsoft Excel, Access, Outlook, Lotus Notes, Technology Enhancements, Software Testing Life..., Test Cases, Regression Testing, User Acceptance Testing, Global Custody, Corporate Actions, Proxy Voting, SWIFT messaging, Straight Through..., Rights Issues, Tender Offers, Securities, Account Reconciliation, Collectibles, E-commerce, Rare Books, Writing, Testing, Settlement, Integration, Fixed Income, Middle Office, Process Improvement, Options, Fund Accounting, Securities Lending, Hedge Funds, OS X, Portfolio Management, Mutual Funds, Financial Services, Trading Systems, Derivatives, Alternative Investments, Fund Administration, Books, Bloomberg, Capital Markets
Education
Boston University
Hunter College High School
Sarah Bieganski Sarah Bieganski's Wells Fargo Experience February 2015 - June 2015
Job Customer Service Representative at Brady Corporation
Industry Printing
Experience
Brady Corporation July 2015 - Present
Wells Fargo February 2015 - June 2015
Skills
Microsoft Office, Fundraising, Customer Service, Research, Teamwork, Social Media, Presentation Coaching, Mentoring, Public Speaking, English, Piano
Education
Boston College 2010 — 2014
Bachelor of Science (BS) in Management, Bachelor of Arts (BA) in Sociology
University College Cork 2012 — 2012
Sociology, Management, Irish Music
Brady Corporation July 2015 - Present
Wells Fargo February 2015 - June 2015
Skills
Microsoft Office, Fundraising, Customer Service, Research, Teamwork, Social Media, Presentation Coaching, Mentoring, Public Speaking, English, Piano
Education
Boston College 2010 — 2014
Bachelor of Science (BS) in Management, Bachelor of Arts (BA) in Sociology
University College Cork 2012 — 2012
Sociology, Management, Irish Music
Jill M. Kelley's Wells Fargo Experience June 2015 - Present
Job Senior Operational Risk & Compliance Manager
Industry Wholesale
Experience
Wells Fargo June 2015 - Present
Mindseeker, Inc. January 2015 - June 2015
Wells Fargo Advisors December 2013 - December 2014
Bank of the West November 2012 - November 2013
Wells Fargo Bank March 2011 - July 2012
Ally Financial Inc. November 2010 - March 2011
Wells Fargo Advisors July 2009 - November 2010
Bank of America July 2008 - June 2009
Wachovia July 2005 - July 2008
Wachovia Securities, LLC March 2005 - July 2005
Skills
Vendor Management, Business Development, Market Risk, Business Analysis, Portfolio Management, Software Documentation, Process Improvement, SDLC, Banking, Financial Risk, Fixed Income, Risk Management, Program Management, Project Management, Relationship Management, Cross-functional Team..., Integration, Credit Risk, Basel II, Business Requirements, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Business Intelligence, Consulting, PMO, CRM, Change Management, Project Portfolio..., Business Process..., Executive Management, Visio, PMP, Software Project..., Resource Management, Governance, IT Strategy, Business Process, SharePoint, Analytics, Enterprise Architecture, Business Transformation, Analysis, Leadership, Management
Education
Boston College 1986 — 1990
BA, Mathematics
Wells Fargo June 2015 - Present
Mindseeker, Inc. January 2015 - June 2015
Wells Fargo Advisors December 2013 - December 2014
Bank of the West November 2012 - November 2013
Wells Fargo Bank March 2011 - July 2012
Ally Financial Inc. November 2010 - March 2011
Wells Fargo Advisors July 2009 - November 2010
Bank of America July 2008 - June 2009
Wachovia July 2005 - July 2008
Wachovia Securities, LLC March 2005 - July 2005
Skills
Vendor Management, Business Development, Market Risk, Business Analysis, Portfolio Management, Software Documentation, Process Improvement, SDLC, Banking, Financial Risk, Fixed Income, Risk Management, Program Management, Project Management, Relationship Management, Cross-functional Team..., Integration, Credit Risk, Basel II, Business Requirements, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Business Intelligence, Consulting, PMO, CRM, Change Management, Project Portfolio..., Business Process..., Executive Management, Visio, PMP, Software Project..., Resource Management, Governance, IT Strategy, Business Process, SharePoint, Analytics, Enterprise Architecture, Business Transformation, Analysis, Leadership, Management
Education
Boston College 1986 — 1990
BA, Mathematics
Paul W. Lee's Wells Fargo Experience May 2014 - August 2014
Job Advisory at Ernst & Young, LLP
Industry Accounting
Experience
EY August 2015 - Present
Boston College September 2014 - May 2015
Amazon April 2014 - May 2015
Wells Fargo May 2014 - August 2014
Textron June 2013 - August 2013
Longfellow Real Estate Partners, LLC January 2013 - May 2013
U.S. Department of Commerce January 2013 - May 2013
Skills
Analysis, Due Diligence, Finance, Networking, Government, Business Development, Financial Reporting, Strategy, Real Estate Financing, Commercial Real Estate, Financial Accounting, Portfolio Management, Real Estate Economics, Real Estate, Corporate Real Estate, Management, Public Speaking, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Event Planning
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Philosophy
Cleveland Charter High School 2007 — 2011
High School, Humanities Magnet C.O.R.E. Program
EY August 2015 - Present
Boston College September 2014 - May 2015
Amazon April 2014 - May 2015
Wells Fargo May 2014 - August 2014
Textron June 2013 - August 2013
Longfellow Real Estate Partners, LLC January 2013 - May 2013
U.S. Department of Commerce January 2013 - May 2013
Skills
Analysis, Due Diligence, Finance, Networking, Government, Business Development, Financial Reporting, Strategy, Real Estate Financing, Commercial Real Estate, Financial Accounting, Portfolio Management, Real Estate Economics, Real Estate, Corporate Real Estate, Management, Public Speaking, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Event Planning
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Philosophy
Cleveland Charter High School 2007 — 2011
High School, Humanities Magnet C.O.R.E. Program
Lawrence Fuerst's Wells Fargo Experience June 2010 - August 2010
Job Associate Corporate Derivative Solutions
Industry Financial Services
Experience
Citi August 2015 - Present
Citi August 2014 - August 2015
Citi June 2013 - August 2014
Sterne Agee June 2011 - August 2011
Wells Fargo June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Derivatives, Fixed Income, Financial Structuring, Capital Markets, Trading
Education
Boston College - Carroll School of Management 2009 — 2013
BS in Management with Honors, Finance & Economics
Voorhees High School 2005 — 2009
Citi August 2015 - Present
Citi August 2014 - August 2015
Citi June 2013 - August 2014
Sterne Agee June 2011 - August 2011
Wells Fargo June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Derivatives, Fixed Income, Financial Structuring, Capital Markets, Trading
Education
Boston College - Carroll School of Management 2009 — 2013
BS in Management with Honors, Finance & Economics
Voorhees High School 2005 — 2009
Kelly McDonough's Wells Fargo Experience April 2013 - Present
Job Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Bank of America June 2012 - March 2013
Royal Bank of Scotland June 2011 - August 2011
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
Choate Rosemary Hall 2004 — 2008
Wells Fargo April 2013 - Present
Bank of America June 2012 - March 2013
Royal Bank of Scotland June 2011 - August 2011
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
Choate Rosemary Hall 2004 — 2008
David Chevalier's Wells Fargo Experience December 2010 - July 2011
Job B2B Sales | Marketing | Banking
Industry Marketing and Advertising
Experience
TD November 2014 - Present
SalesBlend July 2011 - Present
Wells Fargo December 2010 - July 2011
Wells Fargo August 2006 - November 2010
Wells Fargo January 2006 - July 2006
Wells Fargo Bank April 2005 - December 2005
Wells Fargo Bank August 2004 - March 2005
Skills
Sales Management, Internet Marketing, Business Development, Cold Calling, Sales, Social Media, Integrated Marketing, Content Marketing, Web Marketing, Social Media Marketing, Digital Marketing, Email Marketing, Blogging, Lead Generation, Marketing Strategy, Online Marketing, Marketing Research, Small Business, B2B Marketing, Marketing, Online Advertising, SEO, Budgets, SEM, PPC, Training, Entrepreneurship, Start-ups, E-commerce, Web Analytics, Strategic Partnerships, Mobile Marketing, Multi-channel Marketing, Direct Marketing, Social Networking, Salesforce.com, Google Adwords, B2B, Customer Acquisition
Education
Boston University 1998 — 2002
Bachelor's Degree, BA in Economics, Minor in Business Administration
The Thacher School 1995 — 1998
TD November 2014 - Present
SalesBlend July 2011 - Present
Wells Fargo December 2010 - July 2011
Wells Fargo August 2006 - November 2010
Wells Fargo January 2006 - July 2006
Wells Fargo Bank April 2005 - December 2005
Wells Fargo Bank August 2004 - March 2005
Skills
Sales Management, Internet Marketing, Business Development, Cold Calling, Sales, Social Media, Integrated Marketing, Content Marketing, Web Marketing, Social Media Marketing, Digital Marketing, Email Marketing, Blogging, Lead Generation, Marketing Strategy, Online Marketing, Marketing Research, Small Business, B2B Marketing, Marketing, Online Advertising, SEO, Budgets, SEM, PPC, Training, Entrepreneurship, Start-ups, E-commerce, Web Analytics, Strategic Partnerships, Mobile Marketing, Multi-channel Marketing, Direct Marketing, Social Networking, Salesforce.com, Google Adwords, B2B, Customer Acquisition
Education
Boston University 1998 — 2002
Bachelor's Degree, BA in Economics, Minor in Business Administration
The Thacher School 1995 — 1998
Anthony Pijerov's Wells Fargo Experience September 2014 - Present
Job Senior Counsel at Wells Fargo Bank
Industry Law Practice
Experience
Wells Fargo September 2014 - Present
Hunton & Williams LLP January 2007 - September 2014
Skills
Capital Markets, Structured Finance, Securities, Corporate Law
Education
Tulane University Law School 2003 — 2006
J.D.
Boston University 1999 — 2003
B.A., Computer Science
Wells Fargo September 2014 - Present
Hunton & Williams LLP January 2007 - September 2014
Skills
Capital Markets, Structured Finance, Securities, Corporate Law
Education
Tulane University Law School 2003 — 2006
J.D.
Boston University 1999 — 2003
B.A., Computer Science
William J. Reilly, CFA William J. Reilly, CFA's Wells Fargo Experience May 2015 - Present
Job Head of Fiduciary and Asset Management Risk at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Forward Capital Partners October 2013 - May 2015
BNY Mellon October 1990 - August 2013
BNY Mellon Asset Management September 2009 - July 2012
BNY Mellon Asset Management November 2006 - September 2009
BNY Mellon Asset Management, The Dreyfus Corporation January 2000 - November 2006
Mellon Trust October 1995 - January 2000
The Boston Company October 1990 - October 1995
Skills
Asset Management, Investments, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Management, Portfolio Management, Risk Management, Alternative Investments, Due Diligence, Securities, Mutual Funds, Financial Risk, Asset Managment, Valuation, Real Estate Development, Real Estate Finance, Real Estate Investing, Fiduciary Management
Education
Massachusetts Institute of Technology
Master of Science (MS), Real Estate
University of Notre Dame
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Boston College
Bachelor of Arts (B.A.), Economics and Political Science
Wells Fargo May 2015 - Present
Forward Capital Partners October 2013 - May 2015
BNY Mellon October 1990 - August 2013
BNY Mellon Asset Management September 2009 - July 2012
BNY Mellon Asset Management November 2006 - September 2009
BNY Mellon Asset Management, The Dreyfus Corporation January 2000 - November 2006
Mellon Trust October 1995 - January 2000
The Boston Company October 1990 - October 1995
Skills
Asset Management, Investments, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Management, Portfolio Management, Risk Management, Alternative Investments, Due Diligence, Securities, Mutual Funds, Financial Risk, Asset Managment, Valuation, Real Estate Development, Real Estate Finance, Real Estate Investing, Fiduciary Management
Education
Massachusetts Institute of Technology
Master of Science (MS), Real Estate
University of Notre Dame
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Boston College
Bachelor of Arts (B.A.), Economics and Political Science
Kaisar Khatak Kaisar Khatak's Wells Fargo Experience November 2009 - July 2010
Job Data Nerd at Nova Technology Solutions. Open to BI and Big Data Analytics Opportunities
Industry Information Technology and Services
Experience
Nova Technology Solutions, Inc April 2006 - Present
iPass April 2012 - January 2013
NetApp November 2011 - April 2012
KBR, Inc. May 2011 - May 2011
Tupperware Brands October 2010 - May 2011
Wells Fargo November 2009 - July 2010
Apollo Group December 2008 - August 2009
Data Solutions Direct September 2008 - January 2009
Soft-Train October 2008 - November 2008
LPL June 2008 - September 2008
Skills
SQL, PL/SQL, Oracle E-Business Suite, Oracle, Oracle Reports, Oracle Forms, Oracle Applications, Oracle Discoverer, Unix, Data Warehousing, Business Intelligence, ETL, Integration, Databases, Unix Shell Scripting, Toad, SDLC, Database Design, Enterprise Software, Cloud Computing, Hadoop, Hive, SQL tuning, NoSQL, Tableau, R, Perl, Oracle Financials, XML Publisher, Data Modeling, ERP, Performance Tuning, Data Migration, Shell Scripting, Business Objects, Data Conversion, Data Integration, Systems Analysis, Business Process, Requirements Analysis, Business Analysis, System Administration, Data Analysis, Information Technology, Professional Services, Consulting, Relational Databases, Project Management, IT Strategy, Enterprise Architecture
Education
Oracle University 2002 — 2002
Certificate of Completion
Boston University 1997 — 1998
Application Developer Certification
Ithaca College
Universidad Interamericana de Puerto Rico
University of Massachusetts, Amherst
BA
Williston Northampton School
High School
Nova Technology Solutions, Inc April 2006 - Present
iPass April 2012 - January 2013
NetApp November 2011 - April 2012
KBR, Inc. May 2011 - May 2011
Tupperware Brands October 2010 - May 2011
Wells Fargo November 2009 - July 2010
Apollo Group December 2008 - August 2009
Data Solutions Direct September 2008 - January 2009
Soft-Train October 2008 - November 2008
LPL June 2008 - September 2008
Skills
SQL, PL/SQL, Oracle E-Business Suite, Oracle, Oracle Reports, Oracle Forms, Oracle Applications, Oracle Discoverer, Unix, Data Warehousing, Business Intelligence, ETL, Integration, Databases, Unix Shell Scripting, Toad, SDLC, Database Design, Enterprise Software, Cloud Computing, Hadoop, Hive, SQL tuning, NoSQL, Tableau, R, Perl, Oracle Financials, XML Publisher, Data Modeling, ERP, Performance Tuning, Data Migration, Shell Scripting, Business Objects, Data Conversion, Data Integration, Systems Analysis, Business Process, Requirements Analysis, Business Analysis, System Administration, Data Analysis, Information Technology, Professional Services, Consulting, Relational Databases, Project Management, IT Strategy, Enterprise Architecture
Education
Oracle University 2002 — 2002
Certificate of Completion
Boston University 1997 — 1998
Application Developer Certification
Ithaca College
Universidad Interamericana de Puerto Rico
University of Massachusetts, Amherst
BA
Williston Northampton School
High School
Morgan Elliott, ACPC, ACC Morgan Elliott, ACPC, ACC's Wells Fargo Experience January 1996 - April 2005
Job Principal at ElliottGrayson LLC
Industry Information Technology and Services
Experience
ElliottGrayson, LLC May 2006 - Present
360 Wealth Management, Inc 2010 - 2012
SVB Financial Group 2008 - 2010
LoanCity April 2005 - May 2006
Wells Fargo January 1996 - April 2005
New York Life 1994 - 1996
Firemans Fund Insurance Company 1990 - 1994
Skills
Databases, Leadership, Management Consulting, Sales, Business Planning, Coaching, Process Improvement, Project Management, Strategy, Change Management, Investments, Finance, Training, Executive Coaching, Banking, Business Process, Risk Management, Leadership Development, Public Speaking, Strategic Planning, Vendor Management, Entrepreneurship, Program Management, Organizational..., Team Leadership, CRM, Executive Management, Management, Business Strategy, Insurance, SDLC, New Business Development, Corporate Communications, Team Building, Business Analysis, SharePoint, Financial Services, Time Management, Start-ups, Business Development, Integration, Business Process..., Sales Management, Workshop Facilitation, Business Coaching, Cross-functional Team..., Mergers & Acquisitions, Analysis, Business Intelligence, Consulting
Education
Boston University 2011 — 2011
Professional Certificate
Adler School of Professional Coaching 2007 — 2008
ACPC
George Mason University 1987 — 1989
BIS
William & Mary 1978 — 1982
BS
McLean HS
ElliottGrayson, LLC May 2006 - Present
360 Wealth Management, Inc 2010 - 2012
SVB Financial Group 2008 - 2010
LoanCity April 2005 - May 2006
Wells Fargo January 1996 - April 2005
New York Life 1994 - 1996
Firemans Fund Insurance Company 1990 - 1994
Skills
Databases, Leadership, Management Consulting, Sales, Business Planning, Coaching, Process Improvement, Project Management, Strategy, Change Management, Investments, Finance, Training, Executive Coaching, Banking, Business Process, Risk Management, Leadership Development, Public Speaking, Strategic Planning, Vendor Management, Entrepreneurship, Program Management, Organizational..., Team Leadership, CRM, Executive Management, Management, Business Strategy, Insurance, SDLC, New Business Development, Corporate Communications, Team Building, Business Analysis, SharePoint, Financial Services, Time Management, Start-ups, Business Development, Integration, Business Process..., Sales Management, Workshop Facilitation, Business Coaching, Cross-functional Team..., Mergers & Acquisitions, Analysis, Business Intelligence, Consulting
Education
Boston University 2011 — 2011
Professional Certificate
Adler School of Professional Coaching 2007 — 2008
ACPC
George Mason University 1987 — 1989
BIS
William & Mary 1978 — 1982
BS
McLean HS
Akil Stanley Akil Stanley's Wells Fargo Experience October 2014 - Present
Job Security Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Morgan Stanley March 2012 - March 2014
ACS, a Xerox Company September 2002 - March 2012
Skills
Financial Analysis, Process Improvement, Auditing, PowerPoint, Risk Management, Microsoft Excel, Outlook
Education
Suffolk University 2008 — 2011
Masters, Accounting
Johnson and Wales University 1999 — 2002
Bachelor of Science, Accounting
Boston Latin School
Wells Fargo October 2014 - Present
Morgan Stanley March 2012 - March 2014
ACS, a Xerox Company September 2002 - March 2012
Skills
Financial Analysis, Process Improvement, Auditing, PowerPoint, Risk Management, Microsoft Excel, Outlook
Education
Suffolk University 2008 — 2011
Masters, Accounting
Johnson and Wales University 1999 — 2002
Bachelor of Science, Accounting
Boston Latin School
Sammie Ally, MBA's Wells Fargo Experience January 2006 - October 2009
Job Senior Analyst at State Street Bank
Industry Financial Services
Experience
State Street Bank May 2010 - Present
EXIT Realty Beatrice Associates April 2010 - Present
U.S. Census Bureau April 2010 - June 2010
Wells Fargo January 2006 - October 2009
State Street April 2005 - January 2006
US Bank January 2003 - April 2005
State Street November 2000 - December 2002
State Street November 1999 - November 2000
UPS January 1995 - November 1998
Tucker& Biegel 1992 - 1998
Skills
Real Estate, Bloomberg, Fixed Income, Loans, Banking, Financial Analysis, Financial Modeling, Risk Management, Analysis, Valuation, CDO, Derivatives, Securities, Asset Managment, Investments, Equities, Corporate Finance, Customer Service, First Time Home Buyers, Securitization, Structured Finance, Financial Structuring, Asset Management, Financial Services, Finance, Mutual Funds, Bonds, Portfolio Management, Mortgage Lending, Credit Analysis, Credit, Trading, Alternative Investments, Credit Risk, Cash Management, Investment Banking, Leadership, Financial Risk, Private Equity, Capital Markets, Bloomberg Terminal, Due Diligence, Asset Allocation, Structured Products, Financial Markets, Investment Management, Funding, Hedge Funds, Fund Accounting, MBS
Education
Suffolk University 1990 — 1992
M.B.A., Finance
Boston University 1975 — 1979
BA, Mathematics
State Street Bank May 2010 - Present
EXIT Realty Beatrice Associates April 2010 - Present
U.S. Census Bureau April 2010 - June 2010
Wells Fargo January 2006 - October 2009
State Street April 2005 - January 2006
US Bank January 2003 - April 2005
State Street November 2000 - December 2002
State Street November 1999 - November 2000
UPS January 1995 - November 1998
Tucker& Biegel 1992 - 1998
Skills
Real Estate, Bloomberg, Fixed Income, Loans, Banking, Financial Analysis, Financial Modeling, Risk Management, Analysis, Valuation, CDO, Derivatives, Securities, Asset Managment, Investments, Equities, Corporate Finance, Customer Service, First Time Home Buyers, Securitization, Structured Finance, Financial Structuring, Asset Management, Financial Services, Finance, Mutual Funds, Bonds, Portfolio Management, Mortgage Lending, Credit Analysis, Credit, Trading, Alternative Investments, Credit Risk, Cash Management, Investment Banking, Leadership, Financial Risk, Private Equity, Capital Markets, Bloomberg Terminal, Due Diligence, Asset Allocation, Structured Products, Financial Markets, Investment Management, Funding, Hedge Funds, Fund Accounting, MBS
Education
Suffolk University 1990 — 1992
M.B.A., Finance
Boston University 1975 — 1979
BA, Mathematics
Erin Saxby (Crowley)'s Wells Fargo Experience 1999 - Present
Job SVP, Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo 1999 - Present
Seer Technologies 1991 - 1997
Education
Boston College 1987 — 1991
BA, Political Science, Philolophy, IS
Wells Fargo 1999 - Present
Seer Technologies 1991 - 1997
Education
Boston College 1987 — 1991
BA, Political Science, Philolophy, IS
James Nugent James Nugent's Wells Fargo Experience August 2008 - July 2010
Job Investment Banking at Eastdil Secured
Industry Real Estate
Experience
Eastdil Secured June 2012 - Present
Wells Fargo August 2008 - July 2010
JP Morgan Chase 2006 - 2008
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA
Boston College 2002 — 2006
Bachelors of Science, Finance, Accounting
Eastdil Secured June 2012 - Present
Wells Fargo August 2008 - July 2010
JP Morgan Chase 2006 - 2008
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA
Boston College 2002 — 2006
Bachelors of Science, Finance, Accounting
Julie Finora McAfee, CTP Julie Finora McAfee, CTP's Wells Fargo Experience June 2014 - Present
Job Senior Vice President, Sr. Treasury Management Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Bank of the West April 2013 - June 2014
Bank of the West October 2010 - April 2013
Bank of the West February 2005 - October 2010
Charles Schwab February 2000 - December 2002
Bank of America January 1999 - February 2000
Bank of America 1996 - 1999
Skills
Banking, Treasury Management, Commercial Banking, Cash Management, Commercial Lending, Credit, Loans, Portfolio Management, Credit Analysis, Small Business Lending, Retail Banking, Relationship Management, Risk Management, Financial Services, Credit Risk, Financial Analysis, Internet Banking, Working Capital..., Liquidity Management, Lines Of Credit
Education
Boston College 1989 — 1993
BS, Finance
Saint Mary's College of California 1994 — 1997
MBA, Marketing
Coral Gables Senior High 1986 — 1989
High School
Wells Fargo June 2014 - Present
Bank of the West April 2013 - June 2014
Bank of the West October 2010 - April 2013
Bank of the West February 2005 - October 2010
Charles Schwab February 2000 - December 2002
Bank of America January 1999 - February 2000
Bank of America 1996 - 1999
Skills
Banking, Treasury Management, Commercial Banking, Cash Management, Commercial Lending, Credit, Loans, Portfolio Management, Credit Analysis, Small Business Lending, Retail Banking, Relationship Management, Risk Management, Financial Services, Credit Risk, Financial Analysis, Internet Banking, Working Capital..., Liquidity Management, Lines Of Credit
Education
Boston College 1989 — 1993
BS, Finance
Saint Mary's College of California 1994 — 1997
MBA, Marketing
Coral Gables Senior High 1986 — 1989
High School
Jane Seamans Swan, MBA, CAPM's Wells Fargo Experience April 2010 - July 2010
Job Business System Analyst at MetLife
Industry Information Technology and Services
Experience
MetLife June 2014 - Present
TIAA-CREF January 2014 - April 2014
IBM May 2013 - December 2013
Credit Suisse March 2012 - May 2013
PPD December 2011 - March 2012
Progress Energy July 2011 - December 2011
The Newport Group July 2010 - March 2011
Wells Fargo April 2010 - July 2010
Fidelity Investments Workplace and Personal Investing October 2006 - February 2010
Fidelity Investments May 2003 - October 2006
Skills
Requirements Gathering, User Acceptance Testing, Business Analysis, Visio, Excel, Forecasting, PowerPoint, Word, Market Research, Proposal Writing, Business Modeling, Regression Testing, Securities, Equity Research, Documentation, Requirements Analysis, Analysis, SDLC, Data Analysis, Risk Management, Microsoft Office, Planning, Problem Solving, Change Management, Management Consulting, Mentoring, Software Documentation, Project Planning, Process Improvement, Training, Testing, Banking, Microsoft Excel, Leadership, Presentations, Meeting Facilitation, Vendor Management, Strategy, Financial Services, Recruiting, Business Requirements, Business Process
Education
Project Management Institute 2012 — 2013
Certified Associate of Project Management (CAPM)
Boston University 2007 — 2007
Certificate, Business Analysis Fundamentals
Colby College
BA Degree, Government; Art
Concord Academy
High School, General curriculum
Cornell University - S.C. Johnson Graduate School of Management
MBA Degree, Marketing
MetLife June 2014 - Present
TIAA-CREF January 2014 - April 2014
IBM May 2013 - December 2013
Credit Suisse March 2012 - May 2013
PPD December 2011 - March 2012
Progress Energy July 2011 - December 2011
The Newport Group July 2010 - March 2011
Wells Fargo April 2010 - July 2010
Fidelity Investments Workplace and Personal Investing October 2006 - February 2010
Fidelity Investments May 2003 - October 2006
Skills
Requirements Gathering, User Acceptance Testing, Business Analysis, Visio, Excel, Forecasting, PowerPoint, Word, Market Research, Proposal Writing, Business Modeling, Regression Testing, Securities, Equity Research, Documentation, Requirements Analysis, Analysis, SDLC, Data Analysis, Risk Management, Microsoft Office, Planning, Problem Solving, Change Management, Management Consulting, Mentoring, Software Documentation, Project Planning, Process Improvement, Training, Testing, Banking, Microsoft Excel, Leadership, Presentations, Meeting Facilitation, Vendor Management, Strategy, Financial Services, Recruiting, Business Requirements, Business Process
Education
Project Management Institute 2012 — 2013
Certified Associate of Project Management (CAPM)
Boston University 2007 — 2007
Certificate, Business Analysis Fundamentals
Colby College
BA Degree, Government; Art
Concord Academy
High School, General curriculum
Cornell University - S.C. Johnson Graduate School of Management
MBA Degree, Marketing
Hem Merriman's Wells Fargo Experience August 2009 - April 2013
Job Collateral Appraisal Manager at Wells Fargo/Residential Appraisal Services
Industry Real Estate
Experience
Wells Fargo/Residential Appraisal Services April 2013 - Present
Wells Fargo August 2009 - April 2013
Wachovia September 2006 - April 2009
World Savings 2003 - 2006
CTC Corporation/Vermont Color February 1995 - February 1998
Skills
Employee Training, Loss Mitigation, Mortgage Lending, Appraisals, Underwriting, FHA, Banking, Loans, Real Estate, Valuation, Mortgage Banking, Credit, Risk Management
Education
Boston College 1993 — 1993
The Taft School 1989 — 1993
Wells Fargo/Residential Appraisal Services April 2013 - Present
Wells Fargo August 2009 - April 2013
Wachovia September 2006 - April 2009
World Savings 2003 - 2006
CTC Corporation/Vermont Color February 1995 - February 1998
Skills
Employee Training, Loss Mitigation, Mortgage Lending, Appraisals, Underwriting, FHA, Banking, Loans, Real Estate, Valuation, Mortgage Banking, Credit, Risk Management
Education
Boston College 1993 — 1993
The Taft School 1989 — 1993
Vinny Allen's Wells Fargo Experience 1989 - Present
Job Insurance broker at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services April 1989 - Present
Wells Fargo 1989 - Present
Vienna VA. April 1987 - March 1989
Rockville, MD. October 1979 - April 1987
Skills
Underwriting, Legal Liability, Casualty, Umbrella Insurance, Life Insurance, D&O, Employment Practices..., Claim, Term Life Insurance, Reinsurance, Claims Management, Employee Benefits, Inland Marine, Fixed Annuities, Risk Management, Long-term Care, Insurance Brokerage, Health Savings Accounts, Homeowners, Casualty Insurance, Commercial Insurance, Insurance, Property & Casualty..., Professional Liability, Workers Compensation, Liability
Education
Boston College 1974 — 1978
BA, Economics/History
High Point High School 1971 — 1974
Wells Fargo Insurance Services April 1989 - Present
Wells Fargo 1989 - Present
Vienna VA. April 1987 - March 1989
Rockville, MD. October 1979 - April 1987
Skills
Underwriting, Legal Liability, Casualty, Umbrella Insurance, Life Insurance, D&O, Employment Practices..., Claim, Term Life Insurance, Reinsurance, Claims Management, Employee Benefits, Inland Marine, Fixed Annuities, Risk Management, Long-term Care, Insurance Brokerage, Health Savings Accounts, Homeowners, Casualty Insurance, Commercial Insurance, Insurance, Property & Casualty..., Professional Liability, Workers Compensation, Liability
Education
Boston College 1974 — 1978
BA, Economics/History
High Point High School 1971 — 1974
Scott Stevens (1000+)'s Wells Fargo Experience December 2010 - Present
Job Senior SBA Lender
Industry Banking
Experience
Wells Fargo December 2010 - Present
Wachovia/Wells Fargo August 2007 - January 2011
Leadership Harrisburg 2009 - 2010
Sovereign Bank September 2005 - August 2007
ADP 2003 - 2005
Anixter 1999 - 2002
2/11 Infantry, Ft. Benning, Ga. May 1995 - July 1997
Skills
Business Acquisition, Tenant Improvements, Credit, Loans, Small Business, Small Business Lending, Mergers, Real Estate, Public Speaking, Commercial Lending, Business Analysis, Tenant Improvement, Sales, Management, Mergers & Acquisitions, Commercial Real Estate, Underwriting, Financial Analysis, SBA, SBA 504, Leadership, Commercial Mortgages, Commercial Banking, Cross Selling, Banking, Financial Services, Refinance, Strategy, Consumer Lending, Credit Analysis, Insurance
Education
Boston University 1991 — 1995
B.S., Business Administration
Red Land High School 1987 — 1991
Diploma, Academic/College Prep
Wells Fargo December 2010 - Present
Wachovia/Wells Fargo August 2007 - January 2011
Leadership Harrisburg 2009 - 2010
Sovereign Bank September 2005 - August 2007
ADP 2003 - 2005
Anixter 1999 - 2002
2/11 Infantry, Ft. Benning, Ga. May 1995 - July 1997
Skills
Business Acquisition, Tenant Improvements, Credit, Loans, Small Business, Small Business Lending, Mergers, Real Estate, Public Speaking, Commercial Lending, Business Analysis, Tenant Improvement, Sales, Management, Mergers & Acquisitions, Commercial Real Estate, Underwriting, Financial Analysis, SBA, SBA 504, Leadership, Commercial Mortgages, Commercial Banking, Cross Selling, Banking, Financial Services, Refinance, Strategy, Consumer Lending, Credit Analysis, Insurance
Education
Boston University 1991 — 1995
B.S., Business Administration
Red Land High School 1987 — 1991
Diploma, Academic/College Prep
Christopher Kubala's Wells Fargo Experience September 2015 - Present
Job SVP and Program Manager at the Corporate Properties Group of Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo July 2013 - September 2015
Bank of America July 2007 - July 2013
SunGard Consulting Services January 2006 - July 2007
Modus, Incorporated March 2005 - December 2006
Scottish Re, Inc March 2005 - December 2006
Bank of America August 2003 - March 2005
Merrill Lynch August 2001 - August 2003
Bank of America March 1999 - August 2001
KPMG August 1996 - March 1999
Skills
Program Management, Change Management, Strategy, Financial Services, Business Process, Project Management, Leadership, Corporate Real Estate, Vendor Management, Business Innovation, Consulting, Facilitation, Business Analysis, Flexibility /..., Strategic Planning, Creativity, Performance Motivation, Mergers & Acquisitions, Risk Management, Business Development, Banking, Six Sigma, Integration, Process Improvement, Finance, PMO, Analysis, Portfolio Management, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 2000
MBA, Finance
Boston College 1990 — 1993
Bachelor of Arts (B.A.), Russian Language and Economics
Winter Park 1986 — 1990
High School Diploma
Wells Fargo September 2015 - Present
Wells Fargo July 2013 - September 2015
Bank of America July 2007 - July 2013
SunGard Consulting Services January 2006 - July 2007
Modus, Incorporated March 2005 - December 2006
Scottish Re, Inc March 2005 - December 2006
Bank of America August 2003 - March 2005
Merrill Lynch August 2001 - August 2003
Bank of America March 1999 - August 2001
KPMG August 1996 - March 1999
Skills
Program Management, Change Management, Strategy, Financial Services, Business Process, Project Management, Leadership, Corporate Real Estate, Vendor Management, Business Innovation, Consulting, Facilitation, Business Analysis, Flexibility /..., Strategic Planning, Creativity, Performance Motivation, Mergers & Acquisitions, Risk Management, Business Development, Banking, Six Sigma, Integration, Process Improvement, Finance, PMO, Analysis, Portfolio Management, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 2000
MBA, Finance
Boston College 1990 — 1993
Bachelor of Arts (B.A.), Russian Language and Economics
Winter Park 1986 — 1990
High School Diploma
Lisa Handley's Wells Fargo Experience September 2002 - December 2002
Job Director of Admissions and Development at Saint Hilary School
Industry Philanthropy
Experience
Saint Hilary School December 2013 - Present
The Hamlin School October 2012 - December 2013
Orrick, Herrington & Sutcliffe LLP July 2005 - June 2012
San Francisco Museum of Modern Art July 2003 - July 2005
San Francisco Museum of Modern Art February 2003 - July 2003
Wells Fargo September 2002 - December 2002
University of California San Francisco June 1999 - November 2000
The Autry National Center January 1999 - June 1999
Christie's June 1998 - December 1998
Los Angeles Municipal Art Gallery June 1998 - December 1998
Skills
Writing, Corporate Social..., Grants, Sponsorship, Community Outreach, Fundraising, Development, Strategic Partnerships, Philanthropy, Nonprofits, Annual Giving, Stewardship, Marketing, Management, Strategic Planning, Marketing Communications, Social Media
Education
Boston College 1994 — 1998
B.A, Art History; Minor: Faith, Peace and Justice
Universidad de Salamanca 1997 — 1997
San Francisco State University 2002 — 2004
M.A, Museum Studies with an emphasis on Nonprofit Administration and Fundraising
Saint Ignatius College Preparatory 1990 — 1994
Saint Hilary School December 2013 - Present
The Hamlin School October 2012 - December 2013
Orrick, Herrington & Sutcliffe LLP July 2005 - June 2012
San Francisco Museum of Modern Art July 2003 - July 2005
San Francisco Museum of Modern Art February 2003 - July 2003
Wells Fargo September 2002 - December 2002
University of California San Francisco June 1999 - November 2000
The Autry National Center January 1999 - June 1999
Christie's June 1998 - December 1998
Los Angeles Municipal Art Gallery June 1998 - December 1998
Skills
Writing, Corporate Social..., Grants, Sponsorship, Community Outreach, Fundraising, Development, Strategic Partnerships, Philanthropy, Nonprofits, Annual Giving, Stewardship, Marketing, Management, Strategic Planning, Marketing Communications, Social Media
Education
Boston College 1994 — 1998
B.A, Art History; Minor: Faith, Peace and Justice
Universidad de Salamanca 1997 — 1997
San Francisco State University 2002 — 2004
M.A, Museum Studies with an emphasis on Nonprofit Administration and Fundraising
Saint Ignatius College Preparatory 1990 — 1994
Katie Usem Katie Usem's Wells Fargo Experience January 2011 - October 2012
Job Sr. Account Executive / Digital Marketing
Industry Marketing and Advertising
Experience
Risdall Marketing Group June 2015 - Present
Leadership Catalysts November 2012 - Present
Risdall Marketing Group June 2013 - Present
Wells Fargo January 2011 - October 2012
World Wide Village February 2010 - December 2010
Kiva.org January 2009 - January 2010
Castlelake (formerly known as TPG Credit Management) September 2007 - November 2008
Citigroup July 2005 - August 2007
Skills
Microfinance, Research, Financial Analysis, Program Management, Economic Development, Market Research, Strategic Planning, Investments, Data Analysis, Project Management, Community Development, Financial Modeling, Business Strategy, International..., Cash Management, Credit, Management Consulting, Account Management, Planning Budgeting &..., Program Budgeting, Interactive Marketing, Online Advertising, Advertising, Marketing Strategy, Web Content Management, Content Strategy
Education
Boston College
B.S., General Management and International Studies
University of St. Thomas
Master of Business Administration (MBA)
Risdall Marketing Group June 2015 - Present
Leadership Catalysts November 2012 - Present
Risdall Marketing Group June 2013 - Present
Wells Fargo January 2011 - October 2012
World Wide Village February 2010 - December 2010
Kiva.org January 2009 - January 2010
Castlelake (formerly known as TPG Credit Management) September 2007 - November 2008
Citigroup July 2005 - August 2007
Skills
Microfinance, Research, Financial Analysis, Program Management, Economic Development, Market Research, Strategic Planning, Investments, Data Analysis, Project Management, Community Development, Financial Modeling, Business Strategy, International..., Cash Management, Credit, Management Consulting, Account Management, Planning Budgeting &..., Program Budgeting, Interactive Marketing, Online Advertising, Advertising, Marketing Strategy, Web Content Management, Content Strategy
Education
Boston College
B.S., General Management and International Studies
University of St. Thomas
Master of Business Administration (MBA)
Peri Drucker Peri Drucker's Wells Fargo Experience March 2002 - February 2009
Job Sr. Manager, Strategic Alliances Marketing at KEMP Technologies
Industry Marketing and Advertising
Experience
KEMP Technologies January 2015 - Present
VSS Monitoring 2012 - May 2014
OnlineMatters January 2010 - July 2012
Wells Fargo March 2002 - February 2009
Entrust 2001 - 2002
CommerceNet 1999 - 2000
Skills
Partnership Marketing, Alliance Marketing, Marketing, Strategic Partnerships, B2B Marketing, Strategy, Cross-functional Team..., Program Management, Start-ups, Management, Leadership, B2B, Project Management, Channel Marketing, Resellers, Solution Selling, Enterprise Software, Marketing Automation, Sales Enablement, E-commerce, Product Marketing, SaaS, Product Management, Cloud Computing, Multi-channel Marketing, Market Planning, Project Planning
Education
Boston University
BS, Marketing
University of Southern California
JD, Law
KEMP Technologies January 2015 - Present
VSS Monitoring 2012 - May 2014
OnlineMatters January 2010 - July 2012
Wells Fargo March 2002 - February 2009
Entrust 2001 - 2002
CommerceNet 1999 - 2000
Skills
Partnership Marketing, Alliance Marketing, Marketing, Strategic Partnerships, B2B Marketing, Strategy, Cross-functional Team..., Program Management, Start-ups, Management, Leadership, B2B, Project Management, Channel Marketing, Resellers, Solution Selling, Enterprise Software, Marketing Automation, Sales Enablement, E-commerce, Product Marketing, SaaS, Product Management, Cloud Computing, Multi-channel Marketing, Market Planning, Project Planning
Education
Boston University
BS, Marketing
University of Southern California
JD, Law
Braden Danbury Braden Danbury's Wells Fargo Experience November 2011 - May 2012
Job Medical Interpreter at Cook Children's Health Care System
Industry Medical Practice
Experience
Cook Children's Health Care System July 2014 - Present
American Red Cross March 2014 - Present
Grace Community Health Clinic July 2013 - Present
Tarrant County College January 2014 - May 2014
Fort Worth ISD July 2012 - August 2013
Fort Worth Teaching Fellows June 2012 - June 2013
Wells Fargo November 2011 - May 2012
F/V Charlene Marie June 2011 - September 2011
Peace Corps January 2009 - March 2011
Spartan Race (Peak Races) 2011 - 2011
Skills
Spanish, Nonprofits, Public Health, Research, Public Speaking, International..., Microsoft Office, Community Outreach, Teaching, Training, International Relations, Program Evaluation, Intercultural..., Elementary Education, Community Organizing, Program Development, Community Development, Community Health, Event Planning, Youth Development, Disaster Response, Management, Curriculum Design, Volunteer Management, Higher Education, Spanish translation, Bilingual Education
Education
Boston College 2004 — 2008
Bachelor of Arts, English
The University of Texas at Arlington 2014 — 2015
Pre-Medicine/Pre-Medical Studies
Tarrant County College 2013 — 2014
Pre-Medicine/Pre-Medical Studies
South Forsyth High School 2000 — 2004
Cook Children's Health Care System July 2014 - Present
American Red Cross March 2014 - Present
Grace Community Health Clinic July 2013 - Present
Tarrant County College January 2014 - May 2014
Fort Worth ISD July 2012 - August 2013
Fort Worth Teaching Fellows June 2012 - June 2013
Wells Fargo November 2011 - May 2012
F/V Charlene Marie June 2011 - September 2011
Peace Corps January 2009 - March 2011
Spartan Race (Peak Races) 2011 - 2011
Skills
Spanish, Nonprofits, Public Health, Research, Public Speaking, International..., Microsoft Office, Community Outreach, Teaching, Training, International Relations, Program Evaluation, Intercultural..., Elementary Education, Community Organizing, Program Development, Community Development, Community Health, Event Planning, Youth Development, Disaster Response, Management, Curriculum Design, Volunteer Management, Higher Education, Spanish translation, Bilingual Education
Education
Boston College 2004 — 2008
Bachelor of Arts, English
The University of Texas at Arlington 2014 — 2015
Pre-Medicine/Pre-Medical Studies
Tarrant County College 2013 — 2014
Pre-Medicine/Pre-Medical Studies
South Forsyth High School 2000 — 2004
John M. Mueller, AIF®, CIMA®'s Wells Fargo Experience May 2012 - April 2015
Job Director, Intermediary Distribution at TIAACREF
Industry Financial Services
Experience
TIAA-Cref May 2015 - Present
Wells Fargo May 2012 - April 2015
Pioneer Investments June 2010 - May 2012
Pioneer Investments April 2007 - June 2010
Putnam Investments September 2005 - April 2007
Skills
Relationship Management, Business Development, Account Management, Investments, Retirement Plan..., Defined Contribution, Employee Benefits, Series 63, Series 7, Series 6, Mutual Funds, Asset Allocation, Pensions, Retirement Planning, 401k, Financial Services, Morningstar
Education
Boston College 2001 — 2005
BA, International Politics
TIAA-Cref May 2015 - Present
Wells Fargo May 2012 - April 2015
Pioneer Investments June 2010 - May 2012
Pioneer Investments April 2007 - June 2010
Putnam Investments September 2005 - April 2007
Skills
Relationship Management, Business Development, Account Management, Investments, Retirement Plan..., Defined Contribution, Employee Benefits, Series 63, Series 7, Series 6, Mutual Funds, Asset Allocation, Pensions, Retirement Planning, 401k, Financial Services, Morningstar
Education
Boston College 2001 — 2005
BA, International Politics
Anjli Dudani Anjli Dudani's Wells Fargo Experience 2001 - 2002
Job Vice President at eBay Inc
Industry Internet
Experience
eBay Inc October 2014 - Present
Barclaycard Business Solutions April 2010 - July 2014
RBS June 2009 - April 2010
RBS May 2008 - May 2009
Royal Bank of Scotland Merchant Services August 2005 - May 2008
JP Morgan Chase July 2002 - July 2005
Wells Fargo 2001 - 2002
Aceva 2000 - 2001
GE Capital 1996 - 2000
Skills
Credit Cards, Credit Risk, Operational Risk..., Financial Risk, Risk Management, Portfolio Management, Strategy, Financial Services, Enterprise Risk..., Cross-functional Team..., Management, Operational Risk, Banking, Basel II, Retail Banking, KYC, Risk Analytics, Fraud, Mergers & Acquisitions, Change Management, AML, Leadership, Business Intelligence
Education
Boston College 1994 — 1996
MBA, Finance and Strategy
University of Pune 1988 — 1991
Bachelors, Computer Science
Indian School Kuwait 1977 — 1988
eBay Inc October 2014 - Present
Barclaycard Business Solutions April 2010 - July 2014
RBS June 2009 - April 2010
RBS May 2008 - May 2009
Royal Bank of Scotland Merchant Services August 2005 - May 2008
JP Morgan Chase July 2002 - July 2005
Wells Fargo 2001 - 2002
Aceva 2000 - 2001
GE Capital 1996 - 2000
Skills
Credit Cards, Credit Risk, Operational Risk..., Financial Risk, Risk Management, Portfolio Management, Strategy, Financial Services, Enterprise Risk..., Cross-functional Team..., Management, Operational Risk, Banking, Basel II, Retail Banking, KYC, Risk Analytics, Fraud, Mergers & Acquisitions, Change Management, AML, Leadership, Business Intelligence
Education
Boston College 1994 — 1996
MBA, Finance and Strategy
University of Pune 1988 — 1991
Bachelors, Computer Science
Indian School Kuwait 1977 — 1988
Fernande Marie Bencze's Wells Fargo Experience October 1996 - July 2003
Job VP, Reverse Mortgage Specialist
Industry Financial Services
Experience
Alliance Reverse Mortgage (Formerly CA Reverse Mortgage Consultants) June 2006 - Present
Wells Fargo October 1996 - July 2003
US Civil Service 1990 - 1992
US Army 1987 - 1990
Skills
Loan Origination, Mortgage Lending, Reverse Mortgages, Mortgage Banking, Residential Mortgages, FHA financing, VA loans, Certified Mortgage..., Management, Commercial Mortgages, Construction Loans, USDA, Loans, VA Loans, Banking, Refinance, Sales, Customer Service, FHA Financing, Credit, Team Building
Education
United States Military Academy at West Point 1983 — 1987
BS, Engineering
Boston University 1990 — 1992
MBA, Business
High School
Alliance Reverse Mortgage (Formerly CA Reverse Mortgage Consultants) June 2006 - Present
Wells Fargo October 1996 - July 2003
US Civil Service 1990 - 1992
US Army 1987 - 1990
Skills
Loan Origination, Mortgage Lending, Reverse Mortgages, Mortgage Banking, Residential Mortgages, FHA financing, VA loans, Certified Mortgage..., Management, Commercial Mortgages, Construction Loans, USDA, Loans, VA Loans, Banking, Refinance, Sales, Customer Service, FHA Financing, Credit, Team Building
Education
United States Military Academy at West Point 1983 — 1987
BS, Engineering
Boston University 1990 — 1992
MBA, Business
High School
Scott Hymiller Scott Hymiller's Wells Fargo Experience 2007 - Present
Job Analyst Consultant at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage October 2007 - Present
Wells Fargo 2007 - Present
CitiMortgage November 2004 - October 2007
Skills
Analytics, Credit, Management, SQL, SAS, Banking, Analysis, Leadership
Education
Borough of Manhattan Community College
Wells Fargo Home Mortgage October 2007 - Present
Wells Fargo 2007 - Present
CitiMortgage November 2004 - October 2007
Skills
Analytics, Credit, Management, SQL, SAS, Banking, Analysis, Leadership
Education
Borough of Manhattan Community College
Anna Shang's Wells Fargo Experience June 2015 - August 2015
Job Commercial Real Estate Summer Financial Analyst at Wells Fargo
Industry Banking
Experience
Boston College Campus School September 2013 - Present
Wells Fargo June 2015 - August 2015
AIRINC June 2014 - August 2014
Jebbit September 2012 - January 2014
BOGOPOD.COM June 2013 - August 2013
IFFS-IMFCON Executive Director June 2013 - July 2013
ReachPros June 2012 - August 2012
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Management and Operations
The University of Hong Kong 2015 — 2015
Bachelor's Degree
Boston College Campus School September 2013 - Present
Wells Fargo June 2015 - August 2015
AIRINC June 2014 - August 2014
Jebbit September 2012 - January 2014
BOGOPOD.COM June 2013 - August 2013
IFFS-IMFCON Executive Director June 2013 - July 2013
ReachPros June 2012 - August 2012
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Management and Operations
The University of Hong Kong 2015 — 2015
Bachelor's Degree
Michael Vautour's Wells Fargo Experience July 2009 - August 2010
Job Sales Manager NMLSR 403785 at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2013 - Present
Wells Fargo Home Mortgage August 2010 - November 2013
Wells Fargo July 2009 - August 2010
Skills
Credit, Credit Analysis, Customer Relations, Mortgage Lending, Pre-Approvals, Condos, Single Family Homes, Multi-Family Homes, FHA Lending, Jumbo Lending, VA Lending, FHA, Customer Service, Mortgage Banking, Sales, Leadership, Loan Origination, Training
Education
Boston College 2005 — 2009
Bachelor of Science (B.S.), Finance and Marketing
Wells Fargo Home Mortgage November 2013 - Present
Wells Fargo Home Mortgage August 2010 - November 2013
Wells Fargo July 2009 - August 2010
Skills
Credit, Credit Analysis, Customer Relations, Mortgage Lending, Pre-Approvals, Condos, Single Family Homes, Multi-Family Homes, FHA Lending, Jumbo Lending, VA Lending, FHA, Customer Service, Mortgage Banking, Sales, Leadership, Loan Origination, Training
Education
Boston College 2005 — 2009
Bachelor of Science (B.S.), Finance and Marketing
Melissa Arnold's Wells Fargo Experience July 2013 - Present
Job VP, Strategy Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - July 2013
Wells Fargo November 2010 - March 2012
Bank of America 2007 - 2010
Enterprise Rent-A-Car 2004 - 2007
Skills
Commercial Banking, Banking, Consumer Lending, Cross Selling, Customer Service, Retail Banking, Strategy, Management, Relationship Management, Leadership, Portfolio Management, Sales
Education
Boston College 2000 — 2004
Bachelor of Arts (B.A.), Philosophy and Psychology
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - July 2013
Wells Fargo November 2010 - March 2012
Bank of America 2007 - 2010
Enterprise Rent-A-Car 2004 - 2007
Skills
Commercial Banking, Banking, Consumer Lending, Cross Selling, Customer Service, Retail Banking, Strategy, Management, Relationship Management, Leadership, Portfolio Management, Sales
Education
Boston College 2000 — 2004
Bachelor of Arts (B.A.), Philosophy and Psychology
Anna Neal Anna Neal's Wells Fargo Experience September 2011 - 2012
Job Consultant at Evins Personnel Consultants, Inc
Industry Financial Services
Experience
Evins Personnel Consultants, Inc August 2012 - Present
Wells Fargo September 2011 - 2012
Charles Schwab 2009 - February 2011
John Hancock Life Insurance Company (U.S.A.) 2004 - 2008
Skills
Series 7
Education
Boston College 2006 — 2008
M.S., Administrative Studies
University of North Texas 1996 — 2000
B.A.
Evins Personnel Consultants, Inc August 2012 - Present
Wells Fargo September 2011 - 2012
Charles Schwab 2009 - February 2011
John Hancock Life Insurance Company (U.S.A.) 2004 - 2008
Skills
Series 7
Education
Boston College 2006 — 2008
M.S., Administrative Studies
University of North Texas 1996 — 2000
B.A.
Perry Hemmingsen Perry Hemmingsen's Wells Fargo Experience June 2014 - May 2015
Job Senior Security Consultant at NetSPI
Industry Information Technology and Services
Experience
NetSPI May 2015 - Present
Wells Fargo June 2014 - May 2015
HealthPartners June 2011 - June 2014
OATI May 2009 - June 2011
The Toro Company June 2008 - January 2009
Skills
Web Application Security, Application Security, Encryption, Digital Certificates, Information Security..., Software Development, Penetration Testing, Vulnerability Assessment, PKI, Security, Internet Security, Information Security, CEH, Antivirus, Payment Industry, Network Security, Integration, SDLC, Computer Security
Education
Boston University 2015 — 2016
Master of Science, CIS - Cyber Security
University of Minnesota-Twin Cities 2005 — 2009
Bachelor of Science, Computer Science
NetSPI May 2015 - Present
Wells Fargo June 2014 - May 2015
HealthPartners June 2011 - June 2014
OATI May 2009 - June 2011
The Toro Company June 2008 - January 2009
Skills
Web Application Security, Application Security, Encryption, Digital Certificates, Information Security..., Software Development, Penetration Testing, Vulnerability Assessment, PKI, Security, Internet Security, Information Security, CEH, Antivirus, Payment Industry, Network Security, Integration, SDLC, Computer Security
Education
Boston University 2015 — 2016
Master of Science, CIS - Cyber Security
University of Minnesota-Twin Cities 2005 — 2009
Bachelor of Science, Computer Science
Nick Aynilian Nick Aynilian's Wells Fargo Experience September 2014 - Present
Job Analyst at Wells Fargo Real Estate Capital Markets / CMBS
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo May 2012 - August 2013
Estreich & Company May 2011 - August 2011
Skills
Microsoft Excel, Argus Modeling, Accounting, Financial Analysis, Financial Reporting, CMBS, Real Estate Financing, Commercial Real Estate, Rockport, Investments, Finance, Valuation, Financial Modeling, Corporate Finance, Bloomberg
Education
Boston College 2010 — 2014
Bachelor of Science (B.S.), Finance and Accounting
ESADE Business School 2013 — 2013
Business/Commerce, General
Ridgewood High School 2006 — 2010
Wells Fargo September 2014 - Present
Wells Fargo May 2012 - August 2013
Estreich & Company May 2011 - August 2011
Skills
Microsoft Excel, Argus Modeling, Accounting, Financial Analysis, Financial Reporting, CMBS, Real Estate Financing, Commercial Real Estate, Rockport, Investments, Finance, Valuation, Financial Modeling, Corporate Finance, Bloomberg
Education
Boston College 2010 — 2014
Bachelor of Science (B.S.), Finance and Accounting
ESADE Business School 2013 — 2013
Business/Commerce, General
Ridgewood High School 2006 — 2010
Thomas Tommy Davidson Thomas Tommy Davidson's Wells Fargo Experience January 2014 - August 2015
Job Program Manager/I.T. Project Manager
Industry Information Technology and Services
Experience
Wells Fargo January 2014 - August 2015
NTT Data April 2012 - October 2013
Wells Fargo November 2011 - April 2012
Lincoln Financial Group November 2010 - November 2011
Ameriquest Mortgage Co 2004 - 2006
Skills
Call Centers, Cisco Call Manager, Call center start-up, NICE Call Recording, Project Management, Program Management, Business Analysis, Cisco Technologies, VoIP, Cisco VoIP, Change Management, Vendor Management, Vendor Relationship..., Third Party Vendor..., Business Process..., Microsoft Project, Predictive Dialers, Dialer Management, Dialers, Project+, Customer Service
Education
New York University 1992 — 1993
English/Language Arts Teacher Education / Film
Borough of Manhattan Community College 1991 — 1992
Wells Fargo January 2014 - August 2015
NTT Data April 2012 - October 2013
Wells Fargo November 2011 - April 2012
Lincoln Financial Group November 2010 - November 2011
Ameriquest Mortgage Co 2004 - 2006
Skills
Call Centers, Cisco Call Manager, Call center start-up, NICE Call Recording, Project Management, Program Management, Business Analysis, Cisco Technologies, VoIP, Cisco VoIP, Change Management, Vendor Management, Vendor Relationship..., Third Party Vendor..., Business Process..., Microsoft Project, Predictive Dialers, Dialer Management, Dialers, Project+, Customer Service
Education
New York University 1992 — 1993
English/Language Arts Teacher Education / Film
Borough of Manhattan Community College 1991 — 1992
Adam Vartabedian Adam Vartabedian's Wells Fargo Experience June 2008 - December 2011
Job Alternative Investments Sales Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
NYU Stern School of Business August 2012 - May 2014
NYU Stern School of Business September 2013 - January 2014
Merrill Lynch June 2013 - August 2013
Capco April 2012 - August 2012
Wells Fargo June 2008 - December 2011
Skills
Capital Markets, Investments, Finance, Financial Services, Strategy, Bloomberg, Relationship Management, Business Development, Client Services, PowerPoint, Equities, Fixed Income, Marketing, Superior Client Service
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Financial Instruments and Markets, Entrepreneurship
Boston College 2004 — 2008
Bachelor of Arts, Communications / Economics
Merrill Lynch July 2014 - Present
NYU Stern School of Business August 2012 - May 2014
NYU Stern School of Business September 2013 - January 2014
Merrill Lynch June 2013 - August 2013
Capco April 2012 - August 2012
Wells Fargo June 2008 - December 2011
Skills
Capital Markets, Investments, Finance, Financial Services, Strategy, Bloomberg, Relationship Management, Business Development, Client Services, PowerPoint, Equities, Fixed Income, Marketing, Superior Client Service
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Financial Instruments and Markets, Entrepreneurship
Boston College 2004 — 2008
Bachelor of Arts, Communications / Economics
Brandon L. Jackson, MBA Brandon L. Jackson, MBA's Wells Fargo Experience November 2010 - December 2012
Job SMA Advisory Operations Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2015 - Present
AXA Advisors January 2013 - July 2015
Rutgers Business School September 2010 - December 2014
Wells Fargo November 2010 - December 2012
AT&T December 2008 - August 2010
AT&T August 2008 - December 2008
Tri-City Peoples Corporation June 2007 - August 2007
Skills
Business Strategy, Data Analysis, 401k Rollovers, Estate Planning, Retirement Plan..., Portfolio Management, Affordable Care Act, Financial Analysis, Salesforce.com, Business Process..., Financial Modeling, Risk Management, Public Speaking, Strategic Consulting, Business Development, Advertising, Social Media, Sales, Direct Marketing, Marketing, Relationship Management, Life Insurance..., Employee Benefits Design, Retirement Solutions
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Masters of Business Administration, International/Global Studies
Boston College 2004 — 2008
Bachelor of Science, Business; General Management and Marketing
St. Benedict's Preparatory School 1998 — 2004
Heywood Avenue Elementary
UBS Wealth Management August 2015 - Present
AXA Advisors January 2013 - July 2015
Rutgers Business School September 2010 - December 2014
Wells Fargo November 2010 - December 2012
AT&T December 2008 - August 2010
AT&T August 2008 - December 2008
Tri-City Peoples Corporation June 2007 - August 2007
Skills
Business Strategy, Data Analysis, 401k Rollovers, Estate Planning, Retirement Plan..., Portfolio Management, Affordable Care Act, Financial Analysis, Salesforce.com, Business Process..., Financial Modeling, Risk Management, Public Speaking, Strategic Consulting, Business Development, Advertising, Social Media, Sales, Direct Marketing, Marketing, Relationship Management, Life Insurance..., Employee Benefits Design, Retirement Solutions
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Masters of Business Administration, International/Global Studies
Boston College 2004 — 2008
Bachelor of Science, Business; General Management and Marketing
St. Benedict's Preparatory School 1998 — 2004
Heywood Avenue Elementary
Charlene Ochogo Charlene Ochogo's Wells Fargo Experience May 2014 - August 2014
Job Teaching Assistant Legal Reasoning, Research and Writing
Industry Legal Services
Experience
Boston College Law School August 2015 - Present
Harter Secrest & Emery LLP May 2015 - July 2015
Wells Fargo May 2014 - August 2014
University of Florida Department of Housing August 2011 - May 2014
University of Florida Dean of Students Office January 2013 - January 2014
Fahs & Nystrand, LLC 2005 - 2005
Skills
Public Speaking, Legal Research, Legal Writing, Student Affairs, Student Development, Residence Life, Student Leadership, Higher Education, Customer Service, Community Outreach, Research, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Event Planning, Leadership, Teamwork
Education
Boston College Law School 2014 — 2017
Juris Doctor (J.D.)
University of Florida 2010 — 2014
Bachelor's Degree, Telecommunications
Boston College Law School August 2015 - Present
Harter Secrest & Emery LLP May 2015 - July 2015
Wells Fargo May 2014 - August 2014
University of Florida Department of Housing August 2011 - May 2014
University of Florida Dean of Students Office January 2013 - January 2014
Fahs & Nystrand, LLC 2005 - 2005
Skills
Public Speaking, Legal Research, Legal Writing, Student Affairs, Student Development, Residence Life, Student Leadership, Higher Education, Customer Service, Community Outreach, Research, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Event Planning, Leadership, Teamwork
Education
Boston College Law School 2014 — 2017
Juris Doctor (J.D.)
University of Florida 2010 — 2014
Bachelor's Degree, Telecommunications
Alex Shin's Wells Fargo Experience July 2013 - July 2015
Job VP & Portfolio Management Officer at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Wells Fargo July 2013 - July 2015
BBCN Bank August 2009 - July 2013
BBCN Bank August 2003 - July 2009
Skills
Credit Analysis, Commercial Banking, Financial Analysis, Portfolio Management, Commercial Lending, Management, Financial Modeling, Microsoft Excel, Underwriting, Commercial Mortgages, Commercial Real Estate..., Valuation, Finance, Credit, Banking, Loans, Investments
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
Boston College
Bachelor's degree, Finance
Bank of America Merrill Lynch July 2015 - Present
Wells Fargo July 2013 - July 2015
BBCN Bank August 2009 - July 2013
BBCN Bank August 2003 - July 2009
Skills
Credit Analysis, Commercial Banking, Financial Analysis, Portfolio Management, Commercial Lending, Management, Financial Modeling, Microsoft Excel, Underwriting, Commercial Mortgages, Commercial Real Estate..., Valuation, Finance, Credit, Banking, Loans, Investments
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
Boston College
Bachelor's degree, Finance
Kate Goldense's Wells Fargo Experience July 2015 - Present
Job Financial Analyst at Wells Fargo Hospitality Finance Group
Industry Real Estate
Experience
Wells Fargo July 2015 - Present
T.R. ENGEL Group, LLC September 2014 - May 2015
Boston University September 2013 - May 2015
Morgans Hotel Group June 2014 - August 2014
Staycity March 2014 - May 2014
The Ritz-Carlton Hotel Company LLC May 2013 - September 2013
Revere Hotel Boston Common June 2012 - August 2012
Westin Boston Waterfront, Starwood Hotels & Resorts Worldwide, Inc. January 2012 - January 2012
Skills
Microsoft Office, Social Media Marketing, Brand Management, Event Planning, Social Networking, Social Media, Sales, Marketing, Hospitality, Event Management, Customer Service, PowerPoint, Resorts, Facebook
Education
Boston University 2011 — 2015
Bachelor of Science in Hospitality Administration
Wells Fargo July 2015 - Present
T.R. ENGEL Group, LLC September 2014 - May 2015
Boston University September 2013 - May 2015
Morgans Hotel Group June 2014 - August 2014
Staycity March 2014 - May 2014
The Ritz-Carlton Hotel Company LLC May 2013 - September 2013
Revere Hotel Boston Common June 2012 - August 2012
Westin Boston Waterfront, Starwood Hotels & Resorts Worldwide, Inc. January 2012 - January 2012
Skills
Microsoft Office, Social Media Marketing, Brand Management, Event Planning, Social Networking, Social Media, Sales, Marketing, Hospitality, Event Management, Customer Service, PowerPoint, Resorts, Facebook
Education
Boston University 2011 — 2015
Bachelor of Science in Hospitality Administration
Matt Mancuso Matt Mancuso's Wells Fargo Experience September 2015 - Present
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo Advisors, LLC March 2014 - September 2015
Mancuso-Dasein Enterprises, LLC September 2013 - March 2014
Texas State University December 2012 - December 2013
SAIC September 2010 - December 2013
IST-Research November 2008 - September 2010
BearingPoint Inc October 2007 - November 2008
United States Air Force 2000 - 2007
Education
Texas State University-San Marcos 2011 — 2012
MA
Yale University - Yale School of Management 2007 — 2007
Cert
Boston College 1996 — 1999
BA
Wells Fargo September 2015 - Present
Wells Fargo Advisors, LLC March 2014 - September 2015
Mancuso-Dasein Enterprises, LLC September 2013 - March 2014
Texas State University December 2012 - December 2013
SAIC September 2010 - December 2013
IST-Research November 2008 - September 2010
BearingPoint Inc October 2007 - November 2008
United States Air Force 2000 - 2007
Education
Texas State University-San Marcos 2011 — 2012
MA
Yale University - Yale School of Management 2007 — 2007
Cert
Boston College 1996 — 1999
BA
Jeff Grossman's Wells Fargo Experience January 2009 - Present
Job National Managing Director at Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo January 2009 - Present
Wachovia Bank, NA, Wealth Management June 2004 - January 2009
Citigroup Private Bank April 1994 - June 2004
BNP Paribas 1997 - 1999
IBJ Schroder 1992 - 1994
Marine Midland 1986 - 1987
Skills
Credit, Wealth Management, Banking, Loans, Commercial Lending, Portfolio Management, Capital Markets, Commercial Banking, Securities, Alternative Investments, Private Banking, Credit Analysis, Risk Management, Financial Services, Mortgage Lending, Hedge Funds, Equities, Underwriting, Finance, Corporate Finance, Investment Advisory, Due Diligence, Strategic Financial..., Valuation, Private Equity, Mergers & Acquisitions, Financial Structuring, Financial Planning
Education
University of Massachusetts Boston 1983 — 1985
BS/BA, English & Economics
Boston University 1981 — 1985
BS/BA, English & Economics
Lancaster Country Day School 1977 — 1981
High School
Wells Fargo January 2009 - Present
Wachovia Bank, NA, Wealth Management June 2004 - January 2009
Citigroup Private Bank April 1994 - June 2004
BNP Paribas 1997 - 1999
IBJ Schroder 1992 - 1994
Marine Midland 1986 - 1987
Skills
Credit, Wealth Management, Banking, Loans, Commercial Lending, Portfolio Management, Capital Markets, Commercial Banking, Securities, Alternative Investments, Private Banking, Credit Analysis, Risk Management, Financial Services, Mortgage Lending, Hedge Funds, Equities, Underwriting, Finance, Corporate Finance, Investment Advisory, Due Diligence, Strategic Financial..., Valuation, Private Equity, Mergers & Acquisitions, Financial Structuring, Financial Planning
Education
University of Massachusetts Boston 1983 — 1985
BS/BA, English & Economics
Boston University 1981 — 1985
BS/BA, English & Economics
Lancaster Country Day School 1977 — 1981
High School
Janine Kubert's Wells Fargo Experience September 2014 - Present
Job User Experience Strategist and Designer
Industry Design
Experience
Wells Fargo September 2014 - Present
Build It Green September 2010 - September 2014
iReuse Software & Consulting June 2009 - September 2010
Sustainable Solutions 2007 - October 2009
Business Council on Climate Change January 2009 - May 2009
United Way of the Bay Area 2-1-1 2005 - 2007
United Way of the Bay Area August 2001 - July 2005
Neenernet Studios March 1994 - July 2001
Skills
Sustainability, Green, Non-profits, Corporate Social..., Sustainability..., Green Building, User Experience Design, Social Media Marketing, Nonprofits, Business Strategy, Marketing, Energy Efficiency, Project Management, Community Outreach, Start-ups, Leadership, Environmental Awareness, Event Planning, Strategy, Fundraising, Marketing Communications, Training, Cross-functional Team..., Analysis, Digital Marketing, Management, Public Speaking, Sustainable Business, User Experience
Education
Nielsen Norman Group 2012 — 2014
UX Certificate
Human Factors International
Certified Usability Analyst
General Assembly
Cooper UX Bootcamp
Presidio Graduate School
MBA
Boston University
BA
Wells Fargo September 2014 - Present
Build It Green September 2010 - September 2014
iReuse Software & Consulting June 2009 - September 2010
Sustainable Solutions 2007 - October 2009
Business Council on Climate Change January 2009 - May 2009
United Way of the Bay Area 2-1-1 2005 - 2007
United Way of the Bay Area August 2001 - July 2005
Neenernet Studios March 1994 - July 2001
Skills
Sustainability, Green, Non-profits, Corporate Social..., Sustainability..., Green Building, User Experience Design, Social Media Marketing, Nonprofits, Business Strategy, Marketing, Energy Efficiency, Project Management, Community Outreach, Start-ups, Leadership, Environmental Awareness, Event Planning, Strategy, Fundraising, Marketing Communications, Training, Cross-functional Team..., Analysis, Digital Marketing, Management, Public Speaking, Sustainable Business, User Experience
Education
Nielsen Norman Group 2012 — 2014
UX Certificate
Human Factors International
Certified Usability Analyst
General Assembly
Cooper UX Bootcamp
Presidio Graduate School
MBA
Boston University
BA
Veronica Miles Veronica Miles's Wells Fargo Experience November 2012 - Present
Job Teller at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2012 - Present
Kids World June 2010 - April 2012
Skills
Sales Management, Microsoft Works, Filing, Typing, Spanish translation, Team Management, Visual Merchandising, Merchandising, Money Handling, Money Management
Education
Art Institute of Atlanta-Decatur 2008 — 2012
Bachelor, Fashion Retail Management
Borough of Manhattan Community College
Wells Fargo November 2012 - Present
Kids World June 2010 - April 2012
Skills
Sales Management, Microsoft Works, Filing, Typing, Spanish translation, Team Management, Visual Merchandising, Merchandising, Money Handling, Money Management
Education
Art Institute of Atlanta-Decatur 2008 — 2012
Bachelor, Fashion Retail Management
Borough of Manhattan Community College
Joshua Mah's Wells Fargo Experience June 2014 - August 2014
Job Summer Business Technology Analyst at Deloitte Consulting
Industry Management Consulting
Experience
Boston University July 2014 - Present
Deloitte May 2015 - August 2015
Wells Fargo June 2014 - August 2014
Chase Technology Consultants, LLC September 2013 - December 2013
Nu Chapter Consulting Group July 2013 - November 2013
X-Ether Inc. May 2013 - September 2013
Boston Urban Business Accelerator February 2013 - May 2013
Skills
Research, Microsoft Excel, Financial Analysis, HTML, Java, C++, Microsoft Office, Microsoft Word, PowerPoint, Python, Investment Valuation
Education
Boston University 2012 — 2016
Bachelor of Arts (B.A.), Computer Science
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science (B.S.), Finance and Financial Management Services
Boston University July 2014 - Present
Deloitte May 2015 - August 2015
Wells Fargo June 2014 - August 2014
Chase Technology Consultants, LLC September 2013 - December 2013
Nu Chapter Consulting Group July 2013 - November 2013
X-Ether Inc. May 2013 - September 2013
Boston Urban Business Accelerator February 2013 - May 2013
Skills
Research, Microsoft Excel, Financial Analysis, HTML, Java, C++, Microsoft Office, Microsoft Word, PowerPoint, Python, Investment Valuation
Education
Boston University 2012 — 2016
Bachelor of Arts (B.A.), Computer Science
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science (B.S.), Finance and Financial Management Services
Ehab Bandar Ehab Bandar's Wells Fargo Experience May 2009 - November 2010
Job Instructor at Academy of Art University
Industry Internet
Experience
Academy of Art University August 2015 - Present
Visual Q July 2001 - Present
Foodfolio October 2010 - Present
EXTRACTABLE February 2012 - Present
Bank of the West July 2013 - July 2015
ZipRealty January 2012 - July 2013
Charles Schwab March 2011 - December 2011
Room 77 May 2010 - March 2011
Wells Fargo May 2009 - November 2010
Molecular September 2008 - May 2009
Skills
Product Design, User Experience, Interaction Design, Information Architecture, User Interface Design, Prototyping, User-centered Design, Information Design, Product Strategy, Product Management, Experience Design, Web Design, Usability, Start-ups, User Interface, User Experience Design, Mobile Applications, Digital Strategy, E-commerce, Brand Development, Creative Strategy, Branding & Identity, Entrepreneurship, Creative Direction
Education
California Polytechnic State University-San Luis Obispo 1994 — 1996
MA, City and Regional Planning
Boston College 1991 — 1993
BA, Political Science
Academy of Art University August 2015 - Present
Visual Q July 2001 - Present
Foodfolio October 2010 - Present
EXTRACTABLE February 2012 - Present
Bank of the West July 2013 - July 2015
ZipRealty January 2012 - July 2013
Charles Schwab March 2011 - December 2011
Room 77 May 2010 - March 2011
Wells Fargo May 2009 - November 2010
Molecular September 2008 - May 2009
Skills
Product Design, User Experience, Interaction Design, Information Architecture, User Interface Design, Prototyping, User-centered Design, Information Design, Product Strategy, Product Management, Experience Design, Web Design, Usability, Start-ups, User Interface, User Experience Design, Mobile Applications, Digital Strategy, E-commerce, Brand Development, Creative Strategy, Branding & Identity, Entrepreneurship, Creative Direction
Education
California Polytechnic State University-San Luis Obispo 1994 — 1996
MA, City and Regional Planning
Boston College 1991 — 1993
BA, Political Science
Mark Huh's Wells Fargo Experience 2007 - 2009
Job Branch Manager Robert Half 2017484422
Industry Staffing and Recruiting
Experience
Robert Half November 2012 - Present
Merrill Lynch 2009 - 2012
Wells Fargo 2007 - 2009
LG 2005 - 2007
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Financial Analysis, Asset Managment, Mutual Funds, Investment Banking, Portfolio Management, Equities, Banking, Retirement, Payroll, Asset Management, Budgets, Staffing Services, Talent Acquisition, Staff Management, Accounting, Temporary Staffing, Financial Services, Finance, Temporary Placement, Human Resources, Management, Leadership, Cash Management, Relationship Management, Credit, Applicant Tracking..., Financial Modeling, Consulting, Employee Benefits, Recruiting, College Recruiting, Corporate Finance, Credit Analysis, Financial Risk, Internet Recruiting, Screening Resumes, Contract Recruitment, Permanent Placement, Technical Recruiting, Hiring, Risk Management, Executive Search, Sourcing, Onboarding, Benefits Negotiation, Resume Writing
Education
Boston College
Bachelor's degree, Marketing
Robert Half November 2012 - Present
Merrill Lynch 2009 - 2012
Wells Fargo 2007 - 2009
LG 2005 - 2007
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Financial Analysis, Asset Managment, Mutual Funds, Investment Banking, Portfolio Management, Equities, Banking, Retirement, Payroll, Asset Management, Budgets, Staffing Services, Talent Acquisition, Staff Management, Accounting, Temporary Staffing, Financial Services, Finance, Temporary Placement, Human Resources, Management, Leadership, Cash Management, Relationship Management, Credit, Applicant Tracking..., Financial Modeling, Consulting, Employee Benefits, Recruiting, College Recruiting, Corporate Finance, Credit Analysis, Financial Risk, Internet Recruiting, Screening Resumes, Contract Recruitment, Permanent Placement, Technical Recruiting, Hiring, Risk Management, Executive Search, Sourcing, Onboarding, Benefits Negotiation, Resume Writing
Education
Boston College
Bachelor's degree, Marketing
Steven Du's Wells Fargo Experience November 2014 - Present
Job Senior Interaction Designer at Wells Fargo
Industry Design
Experience
Wells Fargo November 2014 - Present
OgilvyOne Worldwide March 2011 - October 2014
Canoe Ventures August 2010 - March 2011
INVISION Inc. September 2007 - August 2010
Operative April 2007 - June 2007
Federal Home Loan Bank of New York June 2005 - April 2007
Fidelity Investments April 2000 - June 2005
Skills
Information Architecture, User Experience, User Interface Design, Interaction Design, Business Analysis, Requirements Gathering, Agile, Product Management, Mobile, User-centered Design, Requirements Analysis, Visio, Axure, User Interface, Wire Framing, Mobile Applications, Content Management, Prototyping, Cross-functional Team..., Usability Design, Functional..., Product Development, Scrum, Business Requirements, Agile Methodologies, Usability Engineering, Mobile Devices, Usability Testing, User Experience Design, Agile Project Management, Wireframes, Creative Direction, Usability, Strategy, Content Strategy, Digital Strategy, E-commerce, Web Analytics, Experience Design, Persona, Information Design, OmniGraffle, Heuristic Evaluation, CMS, Interactive Marketing, User Scenarios, Site Maps
Education
Boston College
Bachelor's Degree, Economics, MIS
Wells Fargo November 2014 - Present
OgilvyOne Worldwide March 2011 - October 2014
Canoe Ventures August 2010 - March 2011
INVISION Inc. September 2007 - August 2010
Operative April 2007 - June 2007
Federal Home Loan Bank of New York June 2005 - April 2007
Fidelity Investments April 2000 - June 2005
Skills
Information Architecture, User Experience, User Interface Design, Interaction Design, Business Analysis, Requirements Gathering, Agile, Product Management, Mobile, User-centered Design, Requirements Analysis, Visio, Axure, User Interface, Wire Framing, Mobile Applications, Content Management, Prototyping, Cross-functional Team..., Usability Design, Functional..., Product Development, Scrum, Business Requirements, Agile Methodologies, Usability Engineering, Mobile Devices, Usability Testing, User Experience Design, Agile Project Management, Wireframes, Creative Direction, Usability, Strategy, Content Strategy, Digital Strategy, E-commerce, Web Analytics, Experience Design, Persona, Information Design, OmniGraffle, Heuristic Evaluation, CMS, Interactive Marketing, User Scenarios, Site Maps
Education
Boston College
Bachelor's Degree, Economics, MIS
Kevin Herraiz's Wells Fargo Experience June 2011 - September 2011
Job Analyst at Ipreo
Industry Financial Services
Experience
Ipreo September 2013 - Present
Boston College Dining Services November 2009 - May 2013
Stelac Advisory Services May 2012 - August 2012
Wells Fargo June 2011 - September 2011
Herraiz Consulting, LLC June 2009 - September 2009
Skills
Excel, PowerPoint, Word, Bloomberg, Microsoft Word, Financial Modeling, Data Analysis, Microsoft Excel, Social Networking
Education
Boston College - Carroll School of Management 2009 — 2013
Finance
Universitat Pompeu Fabra 2011 — 2011
Spanish Culture
Ipreo September 2013 - Present
Boston College Dining Services November 2009 - May 2013
Stelac Advisory Services May 2012 - August 2012
Wells Fargo June 2011 - September 2011
Herraiz Consulting, LLC June 2009 - September 2009
Skills
Excel, PowerPoint, Word, Bloomberg, Microsoft Word, Financial Modeling, Data Analysis, Microsoft Excel, Social Networking
Education
Boston College - Carroll School of Management 2009 — 2013
Finance
Universitat Pompeu Fabra 2011 — 2011
Spanish Culture
Nicolas Ampuero's Wells Fargo Experience May 2011 - August 2011
Job Data Analytics Associate at EnerNOC
Industry Utilities
Experience
EnerNOC June 2012 - Present
Boston University January 2010 - May 2012
Wells Fargo May 2011 - August 2011
Johnson, Levie & Lehrman CPAs June 2009 - August 2009
Skills
R, SOQL, Data Visualization, Quantitative Analytics, Data Analysis, Data Mining, VBA, Statistical Data..., Time Series Analysis, Microsoft Excel, Salesforce.com
Education
Boston University 2008 — 2012
BA, Physics
EnerNOC June 2012 - Present
Boston University January 2010 - May 2012
Wells Fargo May 2011 - August 2011
Johnson, Levie & Lehrman CPAs June 2009 - August 2009
Skills
R, SOQL, Data Visualization, Quantitative Analytics, Data Analysis, Data Mining, VBA, Statistical Data..., Time Series Analysis, Microsoft Excel, Salesforce.com
Education
Boston University 2008 — 2012
BA, Physics
Brooke Foley's Wells Fargo Experience May 2005 - June 2008
Job Vice President Asset Management at STAG Industrial, Inc.
Industry Real Estate
Experience
STAG Industrial, Inc. March 2015 - Present
The Debt Exchange August 2009 - Present
Eastern Real Estate LLC June 2008 - June 2009
Wells Fargo May 2005 - June 2008
CrossHarbor Capital Partners LLC July 1996 - April 2005
Skills
Loans, Valuation, Portfolio Management, Financial Analysis, Microsoft Excel, Lotus, Credit, Leases, Investments, Asset Management, Due Diligence, Real Estate, Mergers & Acquisitions, Commercial Real Estate, Credit Risk, Finance, Equities, Disposition
Education
Boston University 1992 — 1996
Liberal Arts, Environmental Studies, Biology, Business
Winchester High
STAG Industrial, Inc. March 2015 - Present
The Debt Exchange August 2009 - Present
Eastern Real Estate LLC June 2008 - June 2009
Wells Fargo May 2005 - June 2008
CrossHarbor Capital Partners LLC July 1996 - April 2005
Skills
Loans, Valuation, Portfolio Management, Financial Analysis, Microsoft Excel, Lotus, Credit, Leases, Investments, Asset Management, Due Diligence, Real Estate, Mergers & Acquisitions, Commercial Real Estate, Credit Risk, Finance, Equities, Disposition
Education
Boston University 1992 — 1996
Liberal Arts, Environmental Studies, Biology, Business
Winchester High
Dan Auerbach's Wells Fargo Experience June 2012 - Present
Job Vice President Relationship Manager at Wells Fargo
Industry Real Estate
Experience
Wells Fargo June 2012 - Present
Independent Consultant December 2011 - August 2012
Anglo Irish Bank March 2005 - December 2011
Skills
Workout, Mezzanine, Debt Restructuring, Real Estate Finance, Debt, Deal Structuring, Real Estate Financing, Loans, Credit
Education
Boston College 1998 — 2002
BS, Finance
Wells Fargo June 2012 - Present
Independent Consultant December 2011 - August 2012
Anglo Irish Bank March 2005 - December 2011
Skills
Workout, Mezzanine, Debt Restructuring, Real Estate Finance, Debt, Deal Structuring, Real Estate Financing, Loans, Credit
Education
Boston College 1998 — 2002
BS, Finance
Tracy Nickl Tracy Nickl's Wells Fargo Experience June 1999 - June 2007
Job Senior Executive Global Client Management
Industry Financial Services
Experience
BNY Mellon - Global Client Management October 2013 - Present
BNYMellon Wealth Management December 2010 - September 2013
BNYMellon Wealth Management June 2007 - December 2010
Wells Fargo June 1999 - June 2007
Skills
Program Management, Sales, Wealth Management, Emerging Markets, Strategy, Leadership, Business Planning, Estate Planning, Investments, Sales Management, Asset Managment, Wealth, Management, Private Banking, Wealth Management..., Asset Allocation, Alternative Investments, Financial Advisory, Asset Management, Investment Management, Account Management, Portfolio Management, Securities, Investment Strategies, Hedge Funds, Marketing Strategy, Series 7, Mutual Funds, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
MBA, Business
Simmons College 1979 — 1983
BS, Math and Management
BNY Mellon - Global Client Management October 2013 - Present
BNYMellon Wealth Management December 2010 - September 2013
BNYMellon Wealth Management June 2007 - December 2010
Wells Fargo June 1999 - June 2007
Skills
Program Management, Sales, Wealth Management, Emerging Markets, Strategy, Leadership, Business Planning, Estate Planning, Investments, Sales Management, Asset Managment, Wealth, Management, Private Banking, Wealth Management..., Asset Allocation, Alternative Investments, Financial Advisory, Asset Management, Investment Management, Account Management, Portfolio Management, Securities, Investment Strategies, Hedge Funds, Marketing Strategy, Series 7, Mutual Funds, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
MBA, Business
Simmons College 1979 — 1983
BS, Math and Management
Calvin Du Calvin Du's Wells Fargo Experience July 2014 - August 2015
Job MSF Candidate at Boston College Carroll School of Management
Industry Financial Services
Experience
Boston College August 2015 - Present
Wells Fargo July 2014 - August 2015
Wells Fargo July 2013 - July 2014
Dickinson College March 2011 - May 2013
Wells Fargo May 2012 - August 2012
Eternal Asia December 2011 - January 2012
Morningstar December 2010 - January 2011
Skills
Analytics, Data Analysis, Economics, Credit Risk, Risk Management, Tableau, SQL, VBA, Matlab, Google Analytics, Portfolio Management, Microsoft Office, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master’s Degree, Finance, General
Dickinson College 2009 — 2013
Bachelor's Degree, Economics; Mathematics
University of East Anglia 2011 — 2011
Economics and Mathematics
Boston College August 2015 - Present
Wells Fargo July 2014 - August 2015
Wells Fargo July 2013 - July 2014
Dickinson College March 2011 - May 2013
Wells Fargo May 2012 - August 2012
Eternal Asia December 2011 - January 2012
Morningstar December 2010 - January 2011
Skills
Analytics, Data Analysis, Economics, Credit Risk, Risk Management, Tableau, SQL, VBA, Matlab, Google Analytics, Portfolio Management, Microsoft Office, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master’s Degree, Finance, General
Dickinson College 2009 — 2013
Bachelor's Degree, Economics; Mathematics
University of East Anglia 2011 — 2011
Economics and Mathematics
Hilary Snyder Hilary Snyder's Wells Fargo Experience June 2010 - Present
Job Business Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2010 - Present
Wells Fargo January 2009 - July 2009
Exquisite Surfaces October 2007 - January 2009
Elderhostel June 2002 - August 2006
Extraprise July 1999 - May 2002
Petrochem Marine Engineers May 1996 - August 1997
Education
San Francisco State University 2007 — 2009
Certificate, AutoCAD Certificate Program
Boston Architectural College 2004 — 2004
Continuing Education, Art
Suffolk University 2002 — 2002
Continuing Education, Interior Design
Lafayette College 1995 — 1999
AB Engineering, Engineering
Wells Fargo June 2010 - Present
Wells Fargo January 2009 - July 2009
Exquisite Surfaces October 2007 - January 2009
Elderhostel June 2002 - August 2006
Extraprise July 1999 - May 2002
Petrochem Marine Engineers May 1996 - August 1997
Education
San Francisco State University 2007 — 2009
Certificate, AutoCAD Certificate Program
Boston Architectural College 2004 — 2004
Continuing Education, Art
Suffolk University 2002 — 2002
Continuing Education, Interior Design
Lafayette College 1995 — 1999
AB Engineering, Engineering
Ryan Chimenti's Wells Fargo Experience March 1995 - May 2003
Job Managing Director at Cleary Gull Inc. – Investment Banking
Industry Investment Banking
Experience
Cleary Gull August 2005 - Present
Cornerstone Business Services January 2005 - August 2005
Wells Fargo March 1995 - May 2003
Skills
Mergers, Investment Banking, Middle Market, Valuation, Transaction, Financial Modeling, Finance, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Financial Transactions, Strategic Planning, Portfolio Management, Business Valuation, Private Equity, Mutual Funds, Investments, Financial Analysis, Earned Value Management, Due Diligence
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
MBA
Boston College 1990 — 1994
BS, Finance
Marquette University High School 1986 — 1990
Cleary Gull August 2005 - Present
Cornerstone Business Services January 2005 - August 2005
Wells Fargo March 1995 - May 2003
Skills
Mergers, Investment Banking, Middle Market, Valuation, Transaction, Financial Modeling, Finance, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Financial Transactions, Strategic Planning, Portfolio Management, Business Valuation, Private Equity, Mutual Funds, Investments, Financial Analysis, Earned Value Management, Due Diligence
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
MBA
Boston College 1990 — 1994
BS, Finance
Marquette University High School 1986 — 1990
Barry Yip's Wells Fargo Experience April 2002 - Present
Job
Industry Banking
Experience
Wells Fargo April 2002 - Present
Wheelhouse Corp 2000 - 2002
Daleen Technologies 1999 - 2000
SEMA Group Pty Ltd 1997 - 1999
Genzyme 1995 - 1997
Skills
Campaign Management, Analytics, Integration, Database Marketing, Business Intelligence, Analysis, Customer Insight, Strategic Planning
Education
Boston University 1991 — 1995
B.A.
Boston Latin School 1986 — 1991
Wells Fargo April 2002 - Present
Wheelhouse Corp 2000 - 2002
Daleen Technologies 1999 - 2000
SEMA Group Pty Ltd 1997 - 1999
Genzyme 1995 - 1997
Skills
Campaign Management, Analytics, Integration, Database Marketing, Business Intelligence, Analysis, Customer Insight, Strategic Planning
Education
Boston University 1991 — 1995
B.A.
Boston Latin School 1986 — 1991
Brian Marszycki, CFA's Wells Fargo Experience April 1999 - October 2005
Job Project Finance Professional
Industry Banking
Experience
Intesa Sanpaolo May 2015 - Present
Sumitomo Mitsui Banking Corporation November 2010 - May 2015
Moody's Investors Service October 2005 - November 2010
Wells Fargo April 1999 - October 2005
Skills
Project Finance, Credit Analysis, Loans, Structured Finance, Financial Modeling, Credit, Finance, Financial Analysis, Financial Structuring, Investment Banking, Banking, Corporate Finance, Due Diligence, Credit Risk, Debt, Structuring, Power, Energy, Loan Origination, Deal Execution
Education
Boston College
BS
Intesa Sanpaolo May 2015 - Present
Sumitomo Mitsui Banking Corporation November 2010 - May 2015
Moody's Investors Service October 2005 - November 2010
Wells Fargo April 1999 - October 2005
Skills
Project Finance, Credit Analysis, Loans, Structured Finance, Financial Modeling, Credit, Finance, Financial Analysis, Financial Structuring, Investment Banking, Banking, Corporate Finance, Due Diligence, Credit Risk, Debt, Structuring, Power, Energy, Loan Origination, Deal Execution
Education
Boston College
BS
Brian Manley's Wells Fargo Experience December 2008 - December 2009
Job
Industry Financial Services
Experience
WyzAnt Tutoring 2011 - Present
Wells Fargo December 2008 - December 2009
AIG September 2007 - December 2008
SEI January 2003 - August 2004
SEI August 2001 - December 2002
Skills
Financial Analysis, Securities, Business Analysis, Risk Management, Anti Money Laundering, Financial Technology, Global Regulatory..., Financial Risk
Education
Boston College 1997 — 2001
BS, Finance, Philosophy
Cannon Financial Institute 2002 — 2002
N/A, Investment Risk Management
La Salle University 2009 — 2010
N/A - Post-Baccalaureate certificate program, Speech-Language Pathology
WyzAnt Tutoring 2011 - Present
Wells Fargo December 2008 - December 2009
AIG September 2007 - December 2008
SEI January 2003 - August 2004
SEI August 2001 - December 2002
Skills
Financial Analysis, Securities, Business Analysis, Risk Management, Anti Money Laundering, Financial Technology, Global Regulatory..., Financial Risk
Education
Boston College 1997 — 2001
BS, Finance, Philosophy
Cannon Financial Institute 2002 — 2002
N/A, Investment Risk Management
La Salle University 2009 — 2010
N/A - Post-Baccalaureate certificate program, Speech-Language Pathology
Mel Doherty's Wells Fargo Experience 1997 - 2000
Job
Industry Financial Services
Experience
Brown Brothers Harriman & Co. August 2006 - April 2015
BBH & Co August 2005 - July 2006
Symphoni Interactive August 2000 - July 2005
iGate 2000 - 2005
Symphoni 2000 - 2005
Commonwealth Associates Consulting, Inc. 1997 - 2000
Wells Fargo 1997 - 2000
Skills
Process Analysis, Financial Services, Business Analysis, Requirements Analysis, Business Intelligence, Visio, Microsoft Office, Microsoft Access, Advantage, Hyperion, Brio Explorer, SEI Trust 3000, Banking, Analysis, Business Requirements, Change Management, Business Process, Access, Business Process..., Requirements Gathering, Risk Management, SDLC, Process Improvement, Financial Analysis, Integration, Management
Education
Boston University 1991 — 1994
Pope John XXIII Central High School, Everett, MA 1987 — 1991
Brown Brothers Harriman & Co. August 2006 - April 2015
BBH & Co August 2005 - July 2006
Symphoni Interactive August 2000 - July 2005
iGate 2000 - 2005
Symphoni 2000 - 2005
Commonwealth Associates Consulting, Inc. 1997 - 2000
Wells Fargo 1997 - 2000
Skills
Process Analysis, Financial Services, Business Analysis, Requirements Analysis, Business Intelligence, Visio, Microsoft Office, Microsoft Access, Advantage, Hyperion, Brio Explorer, SEI Trust 3000, Banking, Analysis, Business Requirements, Change Management, Business Process, Access, Business Process..., Requirements Gathering, Risk Management, SDLC, Process Improvement, Financial Analysis, Integration, Management
Education
Boston University 1991 — 1994
Pope John XXIII Central High School, Everett, MA 1987 — 1991
David Conway, CISA, CRISC, MBA's Wells Fargo Experience December 2013 - Present
Job
Industry Banking
Experience
NC Association of ABC Boards July 2014 - Present
Wells Fargo December 2013 - Present
Mecklenburg County ABC Board April 2010 - Present
Wachovia Bank/Wells Fargo October 2010 - December 2013
Wachovia, A Wells Fargo Company June 2003 - October 2010
Wachovia Bank June 2003 - July 2009
Federal Reserve Bank of Boston 2001 - 2003
Price Waterhouse 1989 - 1998
Price Waterhouse 1989 - 1998
Skills
IT Audit, Information Security, Enterprise Risk..., Business Continuity, Internal Controls, Risk Management, Auditing, Operational Risk..., CISA, Sarbanes-Oxley Act, Leadership, Financial Risk, Information Security..., Operational Risk, Governance, Sarbanes-Oxley
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
University of Massachusetts Lowell 1983 — 1988
BS, Management Information Systems
NC Association of ABC Boards July 2014 - Present
Wells Fargo December 2013 - Present
Mecklenburg County ABC Board April 2010 - Present
Wachovia Bank/Wells Fargo October 2010 - December 2013
Wachovia, A Wells Fargo Company June 2003 - October 2010
Wachovia Bank June 2003 - July 2009
Federal Reserve Bank of Boston 2001 - 2003
Price Waterhouse 1989 - 1998
Price Waterhouse 1989 - 1998
Skills
IT Audit, Information Security, Enterprise Risk..., Business Continuity, Internal Controls, Risk Management, Auditing, Operational Risk..., CISA, Sarbanes-Oxley Act, Leadership, Financial Risk, Information Security..., Operational Risk, Governance, Sarbanes-Oxley
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
University of Massachusetts Lowell 1983 — 1988
BS, Management Information Systems
Christine Niska's Wells Fargo Experience October 2005 - Present
Job Vice President, Volunteer & Grant Program Manager at Wells Fargo
Industry Philanthropy
Experience
Wells Fargo October 2005 - Present
University of Minnesota February 1999 - August 2005
Skills
Philanthropy, Non-profits, Event Planning, Volunteer Management, Public Speaking, Fundraising, Program Management, Public Relations, Marketing Communications, Strategic Planning, Community Development, Strategic Communications, Nonprofits, Leadership, Management, Community Outreach, Social Media, Leadership Development, Strategy
Education
Boston College 2010 — 2011
Certificate, Corporate Community Involvement Management
University of Minnesota-Twin Cities 1994 — 1997
BA, Political Science
Wells Fargo October 2005 - Present
University of Minnesota February 1999 - August 2005
Skills
Philanthropy, Non-profits, Event Planning, Volunteer Management, Public Speaking, Fundraising, Program Management, Public Relations, Marketing Communications, Strategic Planning, Community Development, Strategic Communications, Nonprofits, Leadership, Management, Community Outreach, Social Media, Leadership Development, Strategy
Education
Boston College 2010 — 2011
Certificate, Corporate Community Involvement Management
University of Minnesota-Twin Cities 1994 — 1997
BA, Political Science
Joe Saffire's Wells Fargo Experience November 2012 - April 2014
Job Head of Commercial Services at First Niagara Bank
Industry Banking
Experience
First Niagara Bank May 2014 - Present
Wells Fargo November 2012 - April 2014
HSBC August 2010 - November 2012
HSBC June 2007 - August 2010
HSBC March 2005 - June 2007
HSBC Korea 2001 - 2005
Skills
Banking, Credit, Portfolio Management, Credit Analysis, Capital Markets, Financial Analysis, Risk Management, Loans, Relationship Management, Financial Modeling, Investments, Corporate Finance, Wealth Management, Commercial Banking, Financial Services, Cash Management
Education
Amherst
Boston College
BS, Finance
LSE
BS
UB
MBA, International Finance
First Niagara Bank May 2014 - Present
Wells Fargo November 2012 - April 2014
HSBC August 2010 - November 2012
HSBC June 2007 - August 2010
HSBC March 2005 - June 2007
HSBC Korea 2001 - 2005
Skills
Banking, Credit, Portfolio Management, Credit Analysis, Capital Markets, Financial Analysis, Risk Management, Loans, Relationship Management, Financial Modeling, Investments, Corporate Finance, Wealth Management, Commercial Banking, Financial Services, Cash Management
Education
Amherst
Boston College
BS, Finance
LSE
BS
UB
MBA, International Finance
Hugh Love's Wells Fargo Experience May 2009 - Present
Job Team Member Portal Service & Support Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2009 - Present
Wachovia Bank November 2005 - Present
Wachovia Bank May 2003 - October 2005
Wachovia Bank April 2000 - April 2003
First Union National Bank December 1998 - March 2000
Bank of Yazoo City November 1997 - November 1998
Bank of Yazoo City January 1995 - November 1997
Bank of Yazoo City March 1993 - December 1994
National Bank of Commerce June 1992 - February 1993
National Bank of Commerce October 1991 - May 1992
Education
University of North Carolina at Charlotte 2002 — 2006
MS, Information Technology Management
Boston University 2000 — 2002
Masters Certificate, Project Management
Mississippi State University 1986 — 1991
BBA, Banking and Finance
Mississippi State University 1986 — 1991
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Wells Fargo May 2009 - Present
Wachovia Bank November 2005 - Present
Wachovia Bank May 2003 - October 2005
Wachovia Bank April 2000 - April 2003
First Union National Bank December 1998 - March 2000
Bank of Yazoo City November 1997 - November 1998
Bank of Yazoo City January 1995 - November 1997
Bank of Yazoo City March 1993 - December 1994
National Bank of Commerce June 1992 - February 1993
National Bank of Commerce October 1991 - May 1992
Education
University of North Carolina at Charlotte 2002 — 2006
MS, Information Technology Management
Boston University 2000 — 2002
Masters Certificate, Project Management
Mississippi State University 1986 — 1991
BBA, Banking and Finance
Mississippi State University 1986 — 1991
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Jennifer Gleason Meacham's Wells Fargo Experience September 2012 - Present
Job Commercial Mortgage Underwriter VP at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo September 2012 - Present
Wells Fargo Bank June 2010 - September 2012
The Shaw Group October 2008 - May 2010
Wachovia March 2006 - April 2008
Wachovia 2000 - 2006
Education
Boston College 1995 — 1999
Finance
Wells Fargo September 2012 - Present
Wells Fargo Bank June 2010 - September 2012
The Shaw Group October 2008 - May 2010
Wachovia March 2006 - April 2008
Wachovia 2000 - 2006
Education
Boston College 1995 — 1999
Finance
Danya Harder's Wells Fargo Experience November 2009 - Present
Job Employee Assistance Consultant at Wells Fargo
Industry Mental Health Care
Experience
Wells Fargo November 2009 - Present
DonLin Counseling 2004 - 2006
Magellan Health Services 2003 - 2004
ValueOptions 2000 - 2003
Allston-Brighton Mental Health Clinic 1999 - 2000
Habit Management Institute 1997 - 1999
Skills
Counseling Psychology, Psychology, EAP, Mental Health, Crisis Intervention, Psychotherapy, Stress Management, Behavioral Health, Clinical Research, Leadership Development, Coaching, Non-profits, Public Speaking, Case Managment, Life Transitions, Employee Relations, Leadership, Family Therapy, Staff Development, Human Resources, Career Development, Case Management, Community Outreach, Conflict Resolution, Executive Coaching, Nonprofits, Personal Development, Workshop Facilitation
Education
Boston College 1995 — 1997
M.A. Counseling Psychology
Lafayette College 1991 — 1995
B.A. Government & Law & Psychology, Double Major in Govt./Law & Psychology
Lincoln-Sudbury Regional High School
Wells Fargo November 2009 - Present
DonLin Counseling 2004 - 2006
Magellan Health Services 2003 - 2004
ValueOptions 2000 - 2003
Allston-Brighton Mental Health Clinic 1999 - 2000
Habit Management Institute 1997 - 1999
Skills
Counseling Psychology, Psychology, EAP, Mental Health, Crisis Intervention, Psychotherapy, Stress Management, Behavioral Health, Clinical Research, Leadership Development, Coaching, Non-profits, Public Speaking, Case Managment, Life Transitions, Employee Relations, Leadership, Family Therapy, Staff Development, Human Resources, Career Development, Case Management, Community Outreach, Conflict Resolution, Executive Coaching, Nonprofits, Personal Development, Workshop Facilitation
Education
Boston College 1995 — 1997
M.A. Counseling Psychology
Lafayette College 1991 — 1995
B.A. Government & Law & Psychology, Double Major in Govt./Law & Psychology
Lincoln-Sudbury Regional High School
Sanche Llewellyn's Wells Fargo Experience May 2007 - May 2008
Job Data Analyst at Kaiser Permanente
Industry Education Management
Experience
Kaiser Permanente December 2014 - Present
The Regence Group July 2011 - November 2014
Insight Schools October 2008 - July 2011
Wells Fargo May 2007 - May 2008
Fred Meyer 1997 - 2007
Skills
Data Analysis, Testing, SDLC, Microsoft Word, Business Analysis, E-Learning, Business Intelligence, Oracle, Microsoft SQL Server, VBA, Software Documentation, SharePoint, Access, Visio, Data Warehousing
Education
Boston College 1989 — 1992
MA, Economics
Reed College 1983 — 1988
BA, Economics
Kaiser Permanente December 2014 - Present
The Regence Group July 2011 - November 2014
Insight Schools October 2008 - July 2011
Wells Fargo May 2007 - May 2008
Fred Meyer 1997 - 2007
Skills
Data Analysis, Testing, SDLC, Microsoft Word, Business Analysis, E-Learning, Business Intelligence, Oracle, Microsoft SQL Server, VBA, Software Documentation, SharePoint, Access, Visio, Data Warehousing
Education
Boston College 1989 — 1992
MA, Economics
Reed College 1983 — 1988
BA, Economics
Bob Devasto NMLSR #420653's Wells Fargo Experience 2004 - Present
Job Wells Fargo Mortgage Originator
Industry Banking
Experience
Wells Fargo 2004 - Present
Wells Fargo 2003 - Present
Washington Mutual February 1998 - March 2003
Skills
Banking, Credit, Loans, Risk Management, Retail Banking, Financial Analysis, Credit Analysis, Portfolio Management, Commercial Banking, Business Analysis, Process Improvement, Credit Risk, Vendor Management, Customer Service, Financial Modeling, Financial Services, Financial Risk, Mortgage Banking
Education
Boston College
Wells Fargo 2004 - Present
Wells Fargo 2003 - Present
Washington Mutual February 1998 - March 2003
Skills
Banking, Credit, Loans, Risk Management, Retail Banking, Financial Analysis, Credit Analysis, Portfolio Management, Commercial Banking, Business Analysis, Process Improvement, Credit Risk, Vendor Management, Customer Service, Financial Modeling, Financial Services, Financial Risk, Mortgage Banking
Education
Boston College
Dennis Lopes's Wells Fargo Experience June 2015 - Present
Job Wells Fargo Private Mortgage Banker
Industry Banking
Experience
Wells Fargo June 2015 - Present
TD May 2014 - May 2015
Bank of America October 2005 - May 2014
Skills
Mortgage Lending, Mortgage, Loans, Credit, Real Estate, Mortgage Banking, FHA, Refinance, Loan Origination, Residential Mortgages, Credit Analysis, Consumer Lending, Banking, Certified Mortgage..., Real Estate Financing, First Time Home Buyers, Real Estate Economics, Referrals, FHA financing, Residential Homes, Home Equity Loans, Construction Loans, Investment Properties, Finance, FHA Financing, Sales
Education
Boston University 1997 — 2001
International Relations
Wells Fargo June 2015 - Present
TD May 2014 - May 2015
Bank of America October 2005 - May 2014
Skills
Mortgage Lending, Mortgage, Loans, Credit, Real Estate, Mortgage Banking, FHA, Refinance, Loan Origination, Residential Mortgages, Credit Analysis, Consumer Lending, Banking, Certified Mortgage..., Real Estate Financing, First Time Home Buyers, Real Estate Economics, Referrals, FHA financing, Residential Homes, Home Equity Loans, Construction Loans, Investment Properties, Finance, FHA Financing, Sales
Education
Boston University 1997 — 2001
International Relations
Steve Aponavicius's Wells Fargo Experience February 2013 - Present
Job Credit Professional
Industry Banking
Experience
Wells Fargo February 2013 - Present
JPMorgan Chase April 2010 - February 2013
Skills
Portfolio Management, Microsoft Office, Commercial Banking, Asset Based Lending, Credit, Financial Analysis, Microsoft Excel, Public Speaking
Education
Boston College 2009 — 2010
MBA
Boston College 2005 — 2009
BS, Finance and Marketing
Wells Fargo February 2013 - Present
JPMorgan Chase April 2010 - February 2013
Skills
Portfolio Management, Microsoft Office, Commercial Banking, Asset Based Lending, Credit, Financial Analysis, Microsoft Excel, Public Speaking
Education
Boston College 2009 — 2010
MBA
Boston College 2005 — 2009
BS, Finance and Marketing
Eric Hayes's Wells Fargo Experience May 2009 - October 2011
Job Counsel at Goodwin Procter LLP
Industry Banking
Experience
Goodwin Procter LLP January 2012 - Present
Wells Fargo May 2009 - October 2011
U.S. Trust/Bank of America Private Wealth Management 2007 - 2009
US Trust October 2003 - July 2007
State Street Bank / State Street Global Advisors 1992 - 2003
First National Bank of Boston 1986 - 1994
Skills
Trusts, Estate Planning, Management, Trust Services, Fiduciary, Estate Law, Estate Tax Planning, Wealth Management, Alternative Investments, Securities, Portfolio Management, Accounting, Hedge Funds, Risk Management, Banking, Investments, Series 7, Investment Management, Estate Administration, Investment Advisory, High Net Worth..., Wealth Management...
Education
Boston University School of Law 1980 — 1981
LL.M., Taxation
Suffolk University Law School 1977 — 1980
JD, Law
Boston College 1972 — 1977
BA, History
Goodwin Procter LLP January 2012 - Present
Wells Fargo May 2009 - October 2011
U.S. Trust/Bank of America Private Wealth Management 2007 - 2009
US Trust October 2003 - July 2007
State Street Bank / State Street Global Advisors 1992 - 2003
First National Bank of Boston 1986 - 1994
Skills
Trusts, Estate Planning, Management, Trust Services, Fiduciary, Estate Law, Estate Tax Planning, Wealth Management, Alternative Investments, Securities, Portfolio Management, Accounting, Hedge Funds, Risk Management, Banking, Investments, Series 7, Investment Management, Estate Administration, Investment Advisory, High Net Worth..., Wealth Management...
Education
Boston University School of Law 1980 — 1981
LL.M., Taxation
Suffolk University Law School 1977 — 1980
JD, Law
Boston College 1972 — 1977
BA, History
Wilkins (Woody), Cathy's Wells Fargo Experience 1997 - 2007
Job SVP at TCF Bank
Industry Banking
Experience
TCF Bank SVP Electronic BankingTCF Financial Corp.2007 - Present
Wells Fargo Bank July 1997 - March 2007
Wells Fargo 1997 - 2007
Skills
Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1991
MBA, Concentration in Finance
Southern Methodist University - Cox School of Business 1982 — 1986
TCF Bank SVP Electronic BankingTCF Financial Corp.2007 - Present
Wells Fargo Bank July 1997 - March 2007
Wells Fargo 1997 - 2007
Skills
Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1991
MBA, Concentration in Finance
Southern Methodist University - Cox School of Business 1982 — 1986
Nick Auger's Wells Fargo Experience November 2011 - Present
Job Outbound Sales Specialist at Wells Fargo
Industry Building Materials
Experience
Wells Fargo November 2011 - Present
Andersen Windows June 2007 - July 2011
Andersen June 2006 - June 2007
Boston College September 2003 - May 2006
Hannaford Bros. Co. June 2005 - August 2005
Sysco June 2003 - August 2004
Skills
Sales, Marketing, Selling, Sales Management, Cold Calling, Sales Operations, Customer Service, Retail, Pricing, Fundraising, Business Planning, Analysis, Salesforce.com, Account Management, Research, Strategic Planning, Marketing Strategy, New Business Development, Call Centers, Microsoft Office, Team Building
Education
Boston College 2002 — 2006
BS, Finance and Economics
Wells Fargo November 2011 - Present
Andersen Windows June 2007 - July 2011
Andersen June 2006 - June 2007
Boston College September 2003 - May 2006
Hannaford Bros. Co. June 2005 - August 2005
Sysco June 2003 - August 2004
Skills
Sales, Marketing, Selling, Sales Management, Cold Calling, Sales Operations, Customer Service, Retail, Pricing, Fundraising, Business Planning, Analysis, Salesforce.com, Account Management, Research, Strategic Planning, Marketing Strategy, New Business Development, Call Centers, Microsoft Office, Team Building
Education
Boston College 2002 — 2006
BS, Finance and Economics
Chris McCann's Wells Fargo Experience August 2014 - Present
Job Associate at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo August 2014 - Present
Bank of America July 2012 - July 2014
Darden School of Business, University of Virginia August 2010 - May 2012
Citigroup Global Markets Inc. July 2006 - June 2010
Skills
Valuation, Portfolio Management, Financial Analysis, Equities, Bloomberg, Capital Markets, Investment Banking, Financial Modeling, Fixed Income, Corporate Finance
Education
Darden Graduate School of Business Administration 2010 — 2012
MBA, Sales & Trading/Asset Management
Boston College 2002 — 2006
Bachelor of Science (B.S.), Management
Wells Fargo August 2014 - Present
Bank of America July 2012 - July 2014
Darden School of Business, University of Virginia August 2010 - May 2012
Citigroup Global Markets Inc. July 2006 - June 2010
Skills
Valuation, Portfolio Management, Financial Analysis, Equities, Bloomberg, Capital Markets, Investment Banking, Financial Modeling, Fixed Income, Corporate Finance
Education
Darden Graduate School of Business Administration 2010 — 2012
MBA, Sales & Trading/Asset Management
Boston College 2002 — 2006
Bachelor of Science (B.S.), Management
Kewei Tang's Wells Fargo Experience October 2008 - March 2012
Job Finance Manager
Industry Financial Services
Experience
Wells Fargo Bank April 2012 - Present
Wells Fargo October 2008 - March 2012
Fidelity Investments July 2006 - February 2008
Sovereign Bank August 2002 - July 2006
Skills
Financial Analysis, Financial Modeling, Banking, Strategic Financial..., Essbase, Finance, Risk Management, Corporate Finance, Cash Management, Portfolio Management, Investments, Mutual Funds, Financial Services, Hyperion Enterprise
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
Master of Science (MS), Finance, General
Wells Fargo Bank April 2012 - Present
Wells Fargo October 2008 - March 2012
Fidelity Investments July 2006 - February 2008
Sovereign Bank August 2002 - July 2006
Skills
Financial Analysis, Financial Modeling, Banking, Strategic Financial..., Essbase, Finance, Risk Management, Corporate Finance, Cash Management, Portfolio Management, Investments, Mutual Funds, Financial Services, Hyperion Enterprise
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
Master of Science (MS), Finance, General
Larry Weissman's Wells Fargo Experience January 2011 - April 2014
Job DJ and Music Production
Industry Music
Experience
PreSkool April 2014 - Present
Wells Fargo January 2011 - April 2014
Wells Fargo Bank January 2010 - December 2011
Wells Fargo Bank January 2009 - January 2010
Wells Fargo November 2003 - December 2009
Skills
Disaster Recovery, SDLC, Weblogic, Websphere, Solaris, Middleware, System Administration, Operations Management, IT Operations, IT Management, Windows Server, Network Administration, Linux, Red Hat Linux, Production Support, Release Management, Technical Documentation, Technical Writing, Technology Management, Information Technology, Virtualization
Education
Boston University 1967 — 1968
PreSkool April 2014 - Present
Wells Fargo January 2011 - April 2014
Wells Fargo Bank January 2010 - December 2011
Wells Fargo Bank January 2009 - January 2010
Wells Fargo November 2003 - December 2009
Skills
Disaster Recovery, SDLC, Weblogic, Websphere, Solaris, Middleware, System Administration, Operations Management, IT Operations, IT Management, Windows Server, Network Administration, Linux, Red Hat Linux, Production Support, Release Management, Technical Documentation, Technical Writing, Technology Management, Information Technology, Virtualization
Education
Boston University 1967 — 1968
A.J. Walker's Wells Fargo Experience March 2014 - Present
Job Director CMBS Origination at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo March 2014 - Present
Skills
CMBS Origination, CRE Underwriting, CMBS Securitization, Hockey Coach, Loan Origination, CMBS, Securitization, Capital Markets, Asset Managment, Structured Finance, Underwriting, Asset Management, Equities, Finance, Commercial Real Estate, Loans, Joint Ventures, Valuation, Financial Analysis, Investments
Education
Boston College 1999 — 2003
A&S, Economics
Shattuck-St. Mary's 1996 — 1999
High School Degree
Wells Fargo March 2014 - Present
Skills
CMBS Origination, CRE Underwriting, CMBS Securitization, Hockey Coach, Loan Origination, CMBS, Securitization, Capital Markets, Asset Managment, Structured Finance, Underwriting, Asset Management, Equities, Finance, Commercial Real Estate, Loans, Joint Ventures, Valuation, Financial Analysis, Investments
Education
Boston College 1999 — 2003
A&S, Economics
Shattuck-St. Mary's 1996 — 1999
High School Degree
Thomas Rossi, CFA's Wells Fargo Experience March 1991 - August 1992
Job Senior Complex Financial Institution Specialist at FDIC
Industry Capital Markets
Experience
FDIC March 2013 - Present
Bank of America June 2010 - March 2013
Wachovia, A Wells Fargo Company November 2006 - June 2010
Wachovia January 2005 - November 2006
Federal Reserve Bank of Boston May 1994 - December 2004
Wells Fargo March 1991 - August 1992
Skills
Interest Rate Risk..., Forecasting, Modeling, Valuation, Capital Markets, Internal Audit, Treasury Management, Basel II, Credit Risk, Financial Analysis, Banking, Finance, Liquidity Risk, Risk Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MBA, Finance
University of Otago 1993 — 1993
MBA, International Business
University of California, San Diego 1986 — 1990
BA, Quantitative Economics and Decision Sciences
FDIC March 2013 - Present
Bank of America June 2010 - March 2013
Wachovia, A Wells Fargo Company November 2006 - June 2010
Wachovia January 2005 - November 2006
Federal Reserve Bank of Boston May 1994 - December 2004
Wells Fargo March 1991 - August 1992
Skills
Interest Rate Risk..., Forecasting, Modeling, Valuation, Capital Markets, Internal Audit, Treasury Management, Basel II, Credit Risk, Financial Analysis, Banking, Finance, Liquidity Risk, Risk Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MBA, Finance
University of Otago 1993 — 1993
MBA, International Business
University of California, San Diego 1986 — 1990
BA, Quantitative Economics and Decision Sciences
Tara Handforth's Wells Fargo Experience May 2013 - Present
Job Senior Vice President and Loan Team Leader at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2013 - Present
Wells Fargo November 2010 - Present
Harleysville National Bank October 2007 - November 2010
National City Bank September 1999 - September 2007
Skills
Commercial Lending, Commercial Banking
Education
Villanova University 2001 — 2003
MBA, Business/Finance
Boston College 1993 — 1997
Bachelor of Science, Finance and Political Science
Notre Dame Academy 1989 — 1993
Wells Fargo May 2013 - Present
Wells Fargo November 2010 - Present
Harleysville National Bank October 2007 - November 2010
National City Bank September 1999 - September 2007
Skills
Commercial Lending, Commercial Banking
Education
Villanova University 2001 — 2003
MBA, Business/Finance
Boston College 1993 — 1997
Bachelor of Science, Finance and Political Science
Notre Dame Academy 1989 — 1993
Julie (Swartz) Savoie's Wells Fargo Experience September 2007 - Present
Job Mortgage Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2007 - Present
First Horizon Home Loans May 2004 - September 2007
Lotus Development/IBM June 1990 - May 2001
Skills
finance, loans, Mortgage, Banking, Credit, Mortgage Lending, FHA, Mortgage Banking, Loans, Loan Origination, Refinance, Finance, VA loans, USDA, VA Loans
Education
Boston College 1989 — 1993
BA, magna cum laude, Communications
Wells Fargo September 2007 - Present
First Horizon Home Loans May 2004 - September 2007
Lotus Development/IBM June 1990 - May 2001
Skills
finance, loans, Mortgage, Banking, Credit, Mortgage Lending, FHA, Mortgage Banking, Loans, Loan Origination, Refinance, Finance, VA loans, USDA, VA Loans
Education
Boston College 1989 — 1993
BA, magna cum laude, Communications
Bob Marshall's Wells Fargo Experience August 2013 - Present
Job Business Banking Manager Northern Virginia, DC, Maryland
Industry Banking
Experience
Wells Fargo August 2013 - Present
Wells Fargo July 2010 - August 2013
Wells Fargo July 2009 - July 2010
Wachovia Bank July 2006 - 2009
Wachovia Corporation 2006 - 2009
Wachovia Bank August 2005 - July 2006
Wachovia Bank January 2003 - August 2005
Wachovia Bank, NA June 1998 - December 2002
Fleet Bank / NatWest USA 1993 - 1997
Fleet Bank 1990 - 1997
Skills
Consumer Lending, Small Business Lending, Cross Selling, Business Relationship..., Series 6, Series 63, Sales Management, Business Strategy, Business Process, Business Development, Credit, Management, Cross-functional Team..., Process Improvement, Executive Management, Finance, Risk Management, Strategy, Strategic Planning, Coaching, Business Planning, Financial Analysis, Vendor Management, Talent Management
Education
Queens University of Charlotte 2009 — 2011
EMBA, Leadership
Boston College 1984 — 1988
Bachelor of Science, Finance/Human Resources
Wells Fargo August 2013 - Present
Wells Fargo July 2010 - August 2013
Wells Fargo July 2009 - July 2010
Wachovia Bank July 2006 - 2009
Wachovia Corporation 2006 - 2009
Wachovia Bank August 2005 - July 2006
Wachovia Bank January 2003 - August 2005
Wachovia Bank, NA June 1998 - December 2002
Fleet Bank / NatWest USA 1993 - 1997
Fleet Bank 1990 - 1997
Skills
Consumer Lending, Small Business Lending, Cross Selling, Business Relationship..., Series 6, Series 63, Sales Management, Business Strategy, Business Process, Business Development, Credit, Management, Cross-functional Team..., Process Improvement, Executive Management, Finance, Risk Management, Strategy, Strategic Planning, Coaching, Business Planning, Financial Analysis, Vendor Management, Talent Management
Education
Queens University of Charlotte 2009 — 2011
EMBA, Leadership
Boston College 1984 — 1988
Bachelor of Science, Finance/Human Resources
Bernadette Hamada's Wells Fargo Experience 2010 - Present
Job Wells Fargo
Industry Banking
Experience
Wells Fargo 2010 - Present
JPMorgan February 2006 - August 2008
JPMorgan Private Bank July 2004 - February 2006
JPMorgan Private Bank July 2001 - July 2004
Goldman Sachs Asset Management 2000 - 2000
Education
Boston College 1997 — 2001
BS, Finance, Information Systems
Wells Fargo 2010 - Present
JPMorgan February 2006 - August 2008
JPMorgan Private Bank July 2004 - February 2006
JPMorgan Private Bank July 2001 - July 2004
Goldman Sachs Asset Management 2000 - 2000
Education
Boston College 1997 — 2001
BS, Finance, Information Systems
Thomas Bedard's Wells Fargo Experience June 2002 - April 2003
Job Letter Carrier at USPS
Industry Government Administration
Experience
USPS July 2005 - Present
Tractor Supply Company May 2005 - July 2005
Casey's General Stores/Casey's Advertising August 2004 - May 2005
Palmer Staffing Services April 2003 - March 2004
Wells Fargo June 2002 - April 2003
MVP Sports January 1999 - May 2000
Walgreens September 1985 - September 1998
Skills
Public Administration, Federal Government, 10 Key, Bulk Mailing, Government, Microsoft Office, Policy, Data Entry, Troubleshooting, Deliveries, Union, Wordperfect, Program Management, Conflict Resolution, Management, Microsoft Works
Education
Massachusetts Bay Community College 1998 — 2000
AS, Accounting
Boston Latin School 1981 — 1987
HS, College Prep
USPS July 2005 - Present
Tractor Supply Company May 2005 - July 2005
Casey's General Stores/Casey's Advertising August 2004 - May 2005
Palmer Staffing Services April 2003 - March 2004
Wells Fargo June 2002 - April 2003
MVP Sports January 1999 - May 2000
Walgreens September 1985 - September 1998
Skills
Public Administration, Federal Government, 10 Key, Bulk Mailing, Government, Microsoft Office, Policy, Data Entry, Troubleshooting, Deliveries, Union, Wordperfect, Program Management, Conflict Resolution, Management, Microsoft Works
Education
Massachusetts Bay Community College 1998 — 2000
AS, Accounting
Boston Latin School 1981 — 1987
HS, College Prep
Amoy DeFreitas McGhee's Wells Fargo Experience 1985 - 1990
Job Business Manager, R McGhee & Associates
Industry Architecture & Planning
Experience
R.McGhee & Associates, PLLC 2006 - Present
Sallie Mae 1982 - 2002
Federal Deposit Insurance Corporation 1990 - 1992
Wells Fargo 1985 - 1990
Deloitte 1980 - 1982
Skills
Submittals, Budgets, Marketing, Proposal Writing
Education
Boston College 1974 — 1978
Bachelor of Science (B.S.), Accounting
R.McGhee & Associates, PLLC 2006 - Present
Sallie Mae 1982 - 2002
Federal Deposit Insurance Corporation 1990 - 1992
Wells Fargo 1985 - 1990
Deloitte 1980 - 1982
Skills
Submittals, Budgets, Marketing, Proposal Writing
Education
Boston College 1974 — 1978
Bachelor of Science (B.S.), Accounting
Cherissa Walker's Wells Fargo Experience April 2007 - September 2009
Job Hyperion Essbase Administrator – Corporate Financial Planning & Analysis at Thermo Fisher Scientific
Industry Accounting
Experience
Thermo Fisher Scientific October 2014 - Present
Analog Devices Inc. October 2009 - October 2014
Wells Fargo April 2007 - September 2009
Wells Fargo July 2006 - April 2007
Wells Fargo September 2004 - June 2006
Skills
Bloomberg, SQL, SAP, IRIS, Opics, Eagle, Essbase, Microsoft Office, Project Planning, Financial Modeling, Financial Analysis, Risk Management, Forecasting, Financial Reporting, Banking, Analysis, Accounting, VBA, Business Analysis, Process Improvement, Customer Service, Communication, Finance, Budgets, Management, Strategic Financial..., Corporate Finance, Leadership
Education
Capella University 2006 — 2011
Bachelor of Science (B.S.), Accounting and Business/Management, 3.815
Boston Latin School 1991 — 1997
High School Diploma, Broad Studies - College Preparatory Curriculum, 3.75
Thermo Fisher Scientific October 2014 - Present
Analog Devices Inc. October 2009 - October 2014
Wells Fargo April 2007 - September 2009
Wells Fargo July 2006 - April 2007
Wells Fargo September 2004 - June 2006
Skills
Bloomberg, SQL, SAP, IRIS, Opics, Eagle, Essbase, Microsoft Office, Project Planning, Financial Modeling, Financial Analysis, Risk Management, Forecasting, Financial Reporting, Banking, Analysis, Accounting, VBA, Business Analysis, Process Improvement, Customer Service, Communication, Finance, Budgets, Management, Strategic Financial..., Corporate Finance, Leadership
Education
Capella University 2006 — 2011
Bachelor of Science (B.S.), Accounting and Business/Management, 3.815
Boston Latin School 1991 — 1997
High School Diploma, Broad Studies - College Preparatory Curriculum, 3.75
Kevin Kraska, CFA's Wells Fargo Experience 2013 - Present
Job Senior Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo 2013 - Present
JPMorgan Private Bank 2010 - 2012
BlackRock Kelso Capital 2005 - 2008
Prudential Capital Group 1986 - 2005
Prudential Real Estate Investors 1986 - 1990
Skills
Private Placements, originating, C-Level Negotiations, Private Equity, Portfolio Management, Investments, Equities, Financial Structuring, Leveraged Finance, Mezzanine, Securities, Credit Analysis, Credit, Financial Services, IPO, Wealth Management, Executive Management, Real Estate, Loan Origination, Underwriting, Capital, Business Development, Investment Properties, Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School
MBA
Boston College
BS
CFA, AIMR
Wells Fargo 2013 - Present
JPMorgan Private Bank 2010 - 2012
BlackRock Kelso Capital 2005 - 2008
Prudential Capital Group 1986 - 2005
Prudential Real Estate Investors 1986 - 1990
Skills
Private Placements, originating, C-Level Negotiations, Private Equity, Portfolio Management, Investments, Equities, Financial Structuring, Leveraged Finance, Mezzanine, Securities, Credit Analysis, Credit, Financial Services, IPO, Wealth Management, Executive Management, Real Estate, Loan Origination, Underwriting, Capital, Business Development, Investment Properties, Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School
MBA
Boston College
BS
CFA, AIMR
John J. Maloney's Wells Fargo Experience January 2009 - Present
Job Retail Stores, Branded Environments Manager
Industry Design
Experience
Wells Fargo January 2009 - Present
Skills
Financial Services, Banking, Relationship Management, Vendor Management, Strategic Planning, Customer Experience, Process Improvement, Portfolio Management, Marketing Strategy, Merchandising
Education
Boston College 1981 — 1985
BA, History
Wells Fargo January 2009 - Present
Skills
Financial Services, Banking, Relationship Management, Vendor Management, Strategic Planning, Customer Experience, Process Improvement, Portfolio Management, Marketing Strategy, Merchandising
Education
Boston College 1981 — 1985
BA, History
Lloyd Lipsett's Wells Fargo Experience April 2001 - Present
Job Senior Counsel at Wells Fargo
Industry Legal Services
Experience
Wells Fargo April 2001 - Present
J.P. Morgan 1997 - 2001
Hale and Dorr LLP May 1995 - February 1997
Skills
Investment Company Act..., Securities Regulation, Due Diligence, Hedge Funds, Securities, Corporate Law, Corporate Governance, Mergers & Acquisitions, Civil Litigation, Alternative Investments, Asset Management, Legal Research, Litigation, Investments, Private Equity, Insurance, Licensing
Education
University of Virginia School of Law 1987 — 1990
JD, Law
Boston College 1983 — 1987
Bachelor of Arts, Political Science
Wells Fargo April 2001 - Present
J.P. Morgan 1997 - 2001
Hale and Dorr LLP May 1995 - February 1997
Skills
Investment Company Act..., Securities Regulation, Due Diligence, Hedge Funds, Securities, Corporate Law, Corporate Governance, Mergers & Acquisitions, Civil Litigation, Alternative Investments, Asset Management, Legal Research, Litigation, Investments, Private Equity, Insurance, Licensing
Education
University of Virginia School of Law 1987 — 1990
JD, Law
Boston College 1983 — 1987
Bachelor of Arts, Political Science
Rona Lao's Wells Fargo Experience 2009 - 2010
Job at
Industry Oil & Energy
Experience
NextEra Energy Resources June 2014 - Present
BCBSNC September 2011 - May 2014
Autotrader.com April 2011 - September 2011
Bank of America July 2010 - April 2011
Wells Fargo 2009 - 2010
JPMorgan Chase May 2007 - December 2008
Skills
Quality Center, ETL, SDLC, Quality Assurance, Unix, Data Warehousing, SQL, Business Intelligence, Databases, Agile Methodologies, User Acceptance Testing, Requirements Gathering, Data Migration, Requirements Analysis, Software Quality..., Test Planning, Software Project..., Oracle, HP Quality Center
Education
Boston University 2010 — 2012
M.S., Computer Information Systems
University of Asia and the Pacific 1998 — 2002
B.S., Information Technology
NextEra Energy Resources June 2014 - Present
BCBSNC September 2011 - May 2014
Autotrader.com April 2011 - September 2011
Bank of America July 2010 - April 2011
Wells Fargo 2009 - 2010
JPMorgan Chase May 2007 - December 2008
Skills
Quality Center, ETL, SDLC, Quality Assurance, Unix, Data Warehousing, SQL, Business Intelligence, Databases, Agile Methodologies, User Acceptance Testing, Requirements Gathering, Data Migration, Requirements Analysis, Software Quality..., Test Planning, Software Project..., Oracle, HP Quality Center
Education
Boston University 2010 — 2012
M.S., Computer Information Systems
University of Asia and the Pacific 1998 — 2002
B.S., Information Technology
Joelle Aasal, MBA, PMP's Wells Fargo Experience August 2009 - 2012
Job Ally Financial Sr. IT Project Manager
Industry Financial Services
Experience
Ally Financial October 2014 - Present
Bank of America January 2014 - October 2014
Bank of America June 2012 - May 2014
HomeRite Holdings International, Inc. June 2002 - January 2014
Chrysler Group LLC June 2013 - December 2013
Wells Fargo August 2009 - 2012
First Mortgage America, Inc. March 2001 - June 2002
Gateway Funding Group, Inc. April 1998 - March 2001
Ameriquest Mortgage Company April 1997 - April 1998
Transamerica Financial Services January 1996 - April 1997
Skills
CRM, Credit, Banking, Competitive Analysis, Program Management, Forecasting, Management, Loans, Finance, Leadership, Mortgage Lending, Business Planning, Negotiation, Sales, Access, Budgets, Team Building, New Business Development, Marketing, Investments, Contract Negotiation, Outsourcing, Sales Operations, Call Centers, Business Development, Customer Retention, Lead Generation, Business Analysis, Risk Management, Vendor Management, Executive Management, Customer Service, Relationship Management, Analysis, Process Improvement, Quality Assurance, Business Process..., Leadership Development, Portfolio Management, Change Management, Financial Services, Training, Strategy, Financial Analysis, Project Portfolio..., Cross-functional Team...
Education
Colorado State University 2009 — 2011
MBA, Business Administration
Colorado State University 2009 — 2011
Certificate, Federal Financial Management
Boston University 2009 — 2009
Master's Degree, Masters Certificate Project Management
Project Management Institute, PMP 2009 — 2009
PMP, Project Management Professional Certification
University of Colorado Denver 1990 — 1995
BS, Management/Marketing
Provo High School
Ally Financial October 2014 - Present
Bank of America January 2014 - October 2014
Bank of America June 2012 - May 2014
HomeRite Holdings International, Inc. June 2002 - January 2014
Chrysler Group LLC June 2013 - December 2013
Wells Fargo August 2009 - 2012
First Mortgage America, Inc. March 2001 - June 2002
Gateway Funding Group, Inc. April 1998 - March 2001
Ameriquest Mortgage Company April 1997 - April 1998
Transamerica Financial Services January 1996 - April 1997
Skills
CRM, Credit, Banking, Competitive Analysis, Program Management, Forecasting, Management, Loans, Finance, Leadership, Mortgage Lending, Business Planning, Negotiation, Sales, Access, Budgets, Team Building, New Business Development, Marketing, Investments, Contract Negotiation, Outsourcing, Sales Operations, Call Centers, Business Development, Customer Retention, Lead Generation, Business Analysis, Risk Management, Vendor Management, Executive Management, Customer Service, Relationship Management, Analysis, Process Improvement, Quality Assurance, Business Process..., Leadership Development, Portfolio Management, Change Management, Financial Services, Training, Strategy, Financial Analysis, Project Portfolio..., Cross-functional Team...
Education
Colorado State University 2009 — 2011
MBA, Business Administration
Colorado State University 2009 — 2011
Certificate, Federal Financial Management
Boston University 2009 — 2009
Master's Degree, Masters Certificate Project Management
Project Management Institute, PMP 2009 — 2009
PMP, Project Management Professional Certification
University of Colorado Denver 1990 — 1995
BS, Management/Marketing
Provo High School
Michael Ferrand's Wells Fargo Experience 2006 - 2007
Job Director at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
The Depository Trust & Clearing Corporation October 2013 - December 2014
Hudson September 2012 - October 2013
WellCare February 2012 - October 2012
Tampa Florida April 2011 - February 2012
Independent IT Consultant September 2009 - April 2011
JM Family Enterprises June 2007 - March 2009
Wells Fargo 2006 - 2007
1ST RESOLUTION LLC 2002 - 2006
Connect Computer Consultants 1995 - 2002
Skills
Process Improvement, Disaster Recovery, Security, Cloud Computing, SDLC, Integration, Program Management, Vendor Management, Business Analysis, Project Management, Databases, Management, Enterprise Software, Enterprise Architecture, Data Center, Project Portfolio...
Education
Vigilar’s IT Training 2009 — 2009
PMP
University of Minnesota-Twin Cities 1989 — 1991
Management, Law and Human Resources
Metropolitan State University 1991 — 1992
College of Management
Rational University 2000 — 2000
RUP Training, Project Methodology
Boston College 2000 — 2000
PMP
UBS January 2015 - Present
The Depository Trust & Clearing Corporation October 2013 - December 2014
Hudson September 2012 - October 2013
WellCare February 2012 - October 2012
Tampa Florida April 2011 - February 2012
Independent IT Consultant September 2009 - April 2011
JM Family Enterprises June 2007 - March 2009
Wells Fargo 2006 - 2007
1ST RESOLUTION LLC 2002 - 2006
Connect Computer Consultants 1995 - 2002
Skills
Process Improvement, Disaster Recovery, Security, Cloud Computing, SDLC, Integration, Program Management, Vendor Management, Business Analysis, Project Management, Databases, Management, Enterprise Software, Enterprise Architecture, Data Center, Project Portfolio...
Education
Vigilar’s IT Training 2009 — 2009
PMP
University of Minnesota-Twin Cities 1989 — 1991
Management, Law and Human Resources
Metropolitan State University 1991 — 1992
College of Management
Rational University 2000 — 2000
RUP Training, Project Methodology
Boston College 2000 — 2000
PMP
Elvis Granados's Wells Fargo Experience April 2010 - May 2012
Job at
Industry Financial Services
Experience
Nationstar Mortgage January 2015 - Present
Ocwen Financial Corporation June 2014 - Present
Ocwen Loan Servicing, LLC May 2012 - May 2014
Wells Fargo April 2010 - May 2012
Hardeman Grain & Seed, Inc. May 2003 - June 2009
Office of AHANA Student Programs September 2007 - May 2009
John Hancock Real Estate Finance Group June 2008 - August 2008
Boston College Office of Undergraduate Admissions August 2005 - May 2007
Skills
Sales, Leadership, Teamwork, Mortgage Lending, Loans, Real Estate, Financial Analysis, Credit, Banking, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
Bachelor, Finance
Nationstar Mortgage January 2015 - Present
Ocwen Financial Corporation June 2014 - Present
Ocwen Loan Servicing, LLC May 2012 - May 2014
Wells Fargo April 2010 - May 2012
Hardeman Grain & Seed, Inc. May 2003 - June 2009
Office of AHANA Student Programs September 2007 - May 2009
John Hancock Real Estate Finance Group June 2008 - August 2008
Boston College Office of Undergraduate Admissions August 2005 - May 2007
Skills
Sales, Leadership, Teamwork, Mortgage Lending, Loans, Real Estate, Financial Analysis, Credit, Banking, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
Bachelor, Finance
shamael mustafa's Wells Fargo Experience July 2004 - August 2005
Job Branch Manager IV Vice President at SunTrust Bank
Industry Banking
Experience
SunTrust Bank September 2012 - Present
Capital One Bank October 2006 - September 2012
BBVA Compass September 2005 - October 2006
Wells Fargo July 2004 - August 2005
Fidelity Investments April 1998 - January 2004
Citizens Bank May 1992 - March 1998
Skills
Banking, Small Business Lending, Strategic Financial..., Business Analysis, Sales Management, Sales Process, Business Strategy, Project Management, Strategic Planning, New Business Development, Call Center, Change Management, Training, Management, Vendor Management, Call Centers, Operations Management, Process Improvement, Customer Service
Education
Providence College 1995 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services, 3.9
Boston College - Carroll School of Management 1989 — 1992
Bachelor’s Degree, Marketing/Marketing Management, General, 3.7
SunTrust Bank September 2012 - Present
Capital One Bank October 2006 - September 2012
BBVA Compass September 2005 - October 2006
Wells Fargo July 2004 - August 2005
Fidelity Investments April 1998 - January 2004
Citizens Bank May 1992 - March 1998
Skills
Banking, Small Business Lending, Strategic Financial..., Business Analysis, Sales Management, Sales Process, Business Strategy, Project Management, Strategic Planning, New Business Development, Call Center, Change Management, Training, Management, Vendor Management, Call Centers, Operations Management, Process Improvement, Customer Service
Education
Providence College 1995 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services, 3.9
Boston College - Carroll School of Management 1989 — 1992
Bachelor’s Degree, Marketing/Marketing Management, General, 3.7
Peter McCauley's Wells Fargo Experience June 2006 - April 2009
Job Contractor @ Bank Of America
Industry Information Technology and Services
Experience
Axelon Services Corp. 2012 - Present
Mortgage Contracting Services December 2010 - December 2011
Resource Accounting November 2010 - December 2010
DataMentors,Inc May 2010 - August 2010
US Census Bureau April 2010 - May 2010
Techead July 2009 - August 2009
Wells Fargo June 2006 - April 2009
Wells Fargo December 2004 - April 2009
Wells Fargo December 2004 - June 2006
Wells Fargo October 2004 - December 2004
Skills
Access, Documentation, Analysis, Databases, Database Administration, Troubleshooting, Visio, Inventory Management, Banking, Problem Solving, Excel, Microsoft Office, Word, Business Analysis, SQL, Data Analysis, Software Documentation, Quality Assurance, Microsoft Word, Microsoft Excel
Education
Boston College 1973 — 1977
B.S, Computer Science
Hull High 1969 — 1973
Diploma
Axelon Services Corp. 2012 - Present
Mortgage Contracting Services December 2010 - December 2011
Resource Accounting November 2010 - December 2010
DataMentors,Inc May 2010 - August 2010
US Census Bureau April 2010 - May 2010
Techead July 2009 - August 2009
Wells Fargo June 2006 - April 2009
Wells Fargo December 2004 - April 2009
Wells Fargo December 2004 - June 2006
Wells Fargo October 2004 - December 2004
Skills
Access, Documentation, Analysis, Databases, Database Administration, Troubleshooting, Visio, Inventory Management, Banking, Problem Solving, Excel, Microsoft Office, Word, Business Analysis, SQL, Data Analysis, Software Documentation, Quality Assurance, Microsoft Word, Microsoft Excel
Education
Boston College 1973 — 1977
B.S, Computer Science
Hull High 1969 — 1973
Diploma
robert corker's Wells Fargo Experience March 2009 - Present
Job Wealth Advisor at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2009 - Present
Bank of America Private Bank November 2002 - March 2009
US Trust March 1996 - July 2002
Republic National Bank July 1992 - February 1996
Chase Bank January 1987 - June 1992
Chase Manhattan Bank 1985 - 1991
Skills
CRM, Wealth, High Net Worth..., Wealth Management, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Credit, Asset Management, Estate Planning, Strategy, Business Development, Leadership, Strategic Planning, Management, Series 7, Sales, New Business Development, Real Estate
Education
Fordham University 1987 — 1989
Master of Business Administration (MBA), Finance and Financial Management Services
Boston College 1979 — 1983
Bachelor of Science Degree, Finance and Marketing
Wells Fargo March 2009 - Present
Bank of America Private Bank November 2002 - March 2009
US Trust March 1996 - July 2002
Republic National Bank July 1992 - February 1996
Chase Bank January 1987 - June 1992
Chase Manhattan Bank 1985 - 1991
Skills
CRM, Wealth, High Net Worth..., Wealth Management, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Credit, Asset Management, Estate Planning, Strategy, Business Development, Leadership, Strategic Planning, Management, Series 7, Sales, New Business Development, Real Estate
Education
Fordham University 1987 — 1989
Master of Business Administration (MBA), Finance and Financial Management Services
Boston College 1979 — 1983
Bachelor of Science Degree, Finance and Marketing
Ted Longo's Wells Fargo Experience December 2013 - May 2015
Job MBA Candidate at The George Washington University
Industry Banking
Experience
Wells Fargo December 2013 - May 2015
Computer Sciences Corporation June 2011 - September 2013
Skills
Business Analysis, Visio, SAP, SharePoint, Requirements Analysis, Business Intelligence, Requirements Gathering, Microsoft Excel, Lotus Notes, Financial Analysis, PowerPoint, Budgets, Microsoft Word, SPSS, Tennis, Economics, Outlook, Credit Risk, Financial Accounting, Moody's Risk Analyst, Management, Analysis, Business Process, Microsoft Office, ERP, Social Media, Public Speaking
Education
MBA Candidate at The George Washington University 2015 — 2017
MBA, Finance
Boston College 2006 — 2010
Bachelor's degree, Economics
Creighton Prep 2002 — 2006
GW
Wells Fargo December 2013 - May 2015
Computer Sciences Corporation June 2011 - September 2013
Skills
Business Analysis, Visio, SAP, SharePoint, Requirements Analysis, Business Intelligence, Requirements Gathering, Microsoft Excel, Lotus Notes, Financial Analysis, PowerPoint, Budgets, Microsoft Word, SPSS, Tennis, Economics, Outlook, Credit Risk, Financial Accounting, Moody's Risk Analyst, Management, Analysis, Business Process, Microsoft Office, ERP, Social Media, Public Speaking
Education
MBA Candidate at The George Washington University 2015 — 2017
MBA, Finance
Boston College 2006 — 2010
Bachelor's degree, Economics
Creighton Prep 2002 — 2006
GW
Anne Sabol's Wells Fargo Experience October 2005 - Present
Job Banking Professional
Industry Banking
Experience
Wells Fargo October 2005 - Present
Wachovia, A Wells Fargo Company 2005 - 2012
Education
Boston College 1982 — 1986
Bachelor of Science (BS), Elementary Education
Wells Fargo October 2005 - Present
Wachovia, A Wells Fargo Company 2005 - 2012
Education
Boston College 1982 — 1986
Bachelor of Science (BS), Elementary Education
Dena Bagby's Wells Fargo Experience August 2006 - May 2008
Job Retention Agent at Nationwide Insurance
Industry Insurance
Experience
Nationwide Sales Solutions May 2008 - June 2012
Nationwide Sales Solutions May 2008 - July 2009
Wells Fargo August 2006 - May 2008
Education
Bossier Parish Community College 2002 — 2004
Criminal Justice/Police Science
Grandview University
Criminal Justice
Nationwide Sales Solutions May 2008 - June 2012
Nationwide Sales Solutions May 2008 - July 2009
Wells Fargo August 2006 - May 2008
Education
Bossier Parish Community College 2002 — 2004
Criminal Justice/Police Science
Grandview University
Criminal Justice
Frank Guarino's Wells Fargo Experience 1978 - 2000
Job
Industry Banking
Experience
Regions Financial Corporation January 2000 - December 2008
Wells Fargo 1978 - 2000
Education
Boston Latin School
Northeastern University
Marketing/Marketing Management, General
Regions Financial Corporation January 2000 - December 2008
Wells Fargo 1978 - 2000
Education
Boston Latin School
Northeastern University
Marketing/Marketing Management, General
Milton Marsh III's Wells Fargo Experience ActorCinematic Management2009 - 2012
Job Sales Supervisor at Wells Fargo
Industry Financial Services
Experience
Wells Fargo ActorCinematic Management2009 - 2012
Education
Boston College 2002 — 2006
Bachelor of Arts (BA), Economics
Wells Fargo ActorCinematic Management2009 - 2012
Education
Boston College 2002 — 2006
Bachelor of Arts (BA), Economics
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank