Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Dr. Carol A. Carlson Dr. Carol A. Carlson's Wells Fargo Experience 1995 - 2001
Job Consulting & Clinical Psychologist
Industry Hospital & Health Care
Experience
Carlson Consulting Clinic March 2001 - Present
UC Irvine 2011 - 2012
Manhattan Business Coaching March 2001 - September 2011
Wells Fargo 1995 - 2001
Pepperdine University; Boston University; Emerson College 1990 - 1997
UC Davis 1993 - 1995
UC Berkeley 1992 - 1993
Pepperdine University 1987 - 1989
Skills
Psychology, Talent Management, Executive Coaching, Coaching, Employee Training, Change Management, Workshop Facilitation, Program Development, Crisis Intervention, Training, Human Resources, Group Therapy, Leadership, Succession Planning, Psychotherapy, Psychological Assessment, Community Outreach, Career Counseling
Education
Boston University 1989 — 1994
Doctorate, Psychology, 3.8
Pepperdine University 1987 — 1988
Master's, Psychology, 3.8
Fuller Theological Seminary 1986 — 1988
Theology, Integration of Christianity and Psychology
University of Minnesota-Twin Cities
Bachelor's, Business Administration / Speech Communications
Carlson Consulting Clinic March 2001 - Present
UC Irvine 2011 - 2012
Manhattan Business Coaching March 2001 - September 2011
Wells Fargo 1995 - 2001
Pepperdine University; Boston University; Emerson College 1990 - 1997
UC Davis 1993 - 1995
UC Berkeley 1992 - 1993
Pepperdine University 1987 - 1989
Skills
Psychology, Talent Management, Executive Coaching, Coaching, Employee Training, Change Management, Workshop Facilitation, Program Development, Crisis Intervention, Training, Human Resources, Group Therapy, Leadership, Succession Planning, Psychotherapy, Psychological Assessment, Community Outreach, Career Counseling
Education
Boston University 1989 — 1994
Doctorate, Psychology, 3.8
Pepperdine University 1987 — 1988
Master's, Psychology, 3.8
Fuller Theological Seminary 1986 — 1988
Theology, Integration of Christianity and Psychology
University of Minnesota-Twin Cities
Bachelor's, Business Administration / Speech Communications
Mark Oliverio Mark Oliverio's Wells Fargo Experience June 2004 - October 2012
Job Account Executive at NYCB
Industry Banking
Experience
New York Community Bancorp, Inc. (NYCB) October 2015 - Present
United Bankers' Bank February 2014 - October 2015
Flagstar Bank March 2013 - February 2014
Peoples Home Equity November 2012 - March 2013
Wells Fargo June 2004 - October 2012
SunGard December 2003 - June 2004
Deutsche Bank May 2002 - December 2003
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Finance, Sales, FHA, Residential Mortgages, Refinance, Financial Services, Banking, Account Management, Underwriting, Cold Calling, Commercial Lending, Sales Management, VA loans, Mortgage Underwriting, Selling, Relationship Management, Business Development, New Business Development, Commercial Banking, Salesforce.com, Financial Analysis, Real Estate, Real Estate Financing, Financial Statements, Credit Analysis, Government Loans, Construction Loans, Wholesale Lending, Residential Homes, Investments, Cross Selling, Credit Risk, CRM, First Time Home Buyers, REO, Funding, Commercial Mortgages, Retail Banking, Core Banking, Credit Cards, Treasury Management, Liquidity Management, Insurance, Risk Management, Management
Education
Boston University 2011 — 2013
Master's degree, Banking and Financial Services Management
Loyola University of Chicago 1999 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
New York Community Bancorp, Inc. (NYCB) October 2015 - Present
United Bankers' Bank February 2014 - October 2015
Flagstar Bank March 2013 - February 2014
Peoples Home Equity November 2012 - March 2013
Wells Fargo June 2004 - October 2012
SunGard December 2003 - June 2004
Deutsche Bank May 2002 - December 2003
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Finance, Sales, FHA, Residential Mortgages, Refinance, Financial Services, Banking, Account Management, Underwriting, Cold Calling, Commercial Lending, Sales Management, VA loans, Mortgage Underwriting, Selling, Relationship Management, Business Development, New Business Development, Commercial Banking, Salesforce.com, Financial Analysis, Real Estate, Real Estate Financing, Financial Statements, Credit Analysis, Government Loans, Construction Loans, Wholesale Lending, Residential Homes, Investments, Cross Selling, Credit Risk, CRM, First Time Home Buyers, REO, Funding, Commercial Mortgages, Retail Banking, Core Banking, Credit Cards, Treasury Management, Liquidity Management, Insurance, Risk Management, Management
Education
Boston University 2011 — 2013
Master's degree, Banking and Financial Services Management
Loyola University of Chicago 1999 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Richard London, CFP® Richard London, CFP®'s Wells Fargo Experience January 2005 - September 2007
Job Financial Planner helping people plan for retirement | specializing in tax free income and tax advantaged plans
Industry Financial Services
Experience
Richard London Financial September 2014 - Present
Mutual of Omaha Bank May 2013 - September 2014
Contango Capital Advisors August 2007 - May 2013
Wells Fargo January 2005 - September 2007
Skills
Wealth Management, Retirement Planning, Estate Planning, Portfolio Management, Strategic Financial..., Investment Management, Investment Advisory, Investments, Asset Allocation, Series 7, Equities, Investment Strategies, Wealth Management..., Fixed Income, Financial Modeling, Banking, Financial Analysis, Asset Managment, Private Banking, Personal Financial..., Valuation
Education
Boston University 2010 — 2011
Financial Planning
UNLV 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Richard London Financial September 2014 - Present
Mutual of Omaha Bank May 2013 - September 2014
Contango Capital Advisors August 2007 - May 2013
Wells Fargo January 2005 - September 2007
Skills
Wealth Management, Retirement Planning, Estate Planning, Portfolio Management, Strategic Financial..., Investment Management, Investment Advisory, Investments, Asset Allocation, Series 7, Equities, Investment Strategies, Wealth Management..., Fixed Income, Financial Modeling, Banking, Financial Analysis, Asset Managment, Private Banking, Personal Financial..., Valuation
Education
Boston University 2010 — 2011
Financial Planning
UNLV 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Lauren Gray's Wells Fargo Experience 2006 - 2007
Job MBA Candidate at Kellogg School of Management
Industry Retail
Experience
Kellogg School of Management 2014 - Present
Cole Haan 2015 - 2015
Ralph Lauren 2014 - 2014
Ralph Lauren 2012 - 2014
Ralph Lauren 2010 - 2012
Ralph Lauren 2008 - 2010
Ralph Lauren 2007 - 2008
Wells Fargo 2006 - 2007
MetLife 2005 - 2006
Skills
Project Management, Management, Sourcing, Product Development, Project Planning, Wovens, Textiles, Merchandising, Negotiation, Fashion, Apparel, Trims, Trend, Strategy, Market Research, Marketing Strategy, Research, Social Media, Marketing, Analytics
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Strategy, Marketing, Management & Organizations
Bowdoin College 2001 — 2005
Bachelor of Arts (BA), magna cum laude, Psychology, Spanish
The Blake School 1997 — 2001
Kellogg School of Management 2014 - Present
Cole Haan 2015 - 2015
Ralph Lauren 2014 - 2014
Ralph Lauren 2012 - 2014
Ralph Lauren 2010 - 2012
Ralph Lauren 2008 - 2010
Ralph Lauren 2007 - 2008
Wells Fargo 2006 - 2007
MetLife 2005 - 2006
Skills
Project Management, Management, Sourcing, Product Development, Project Planning, Wovens, Textiles, Merchandising, Negotiation, Fashion, Apparel, Trims, Trend, Strategy, Market Research, Marketing Strategy, Research, Social Media, Marketing, Analytics
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Strategy, Marketing, Management & Organizations
Bowdoin College 2001 — 2005
Bachelor of Arts (BA), magna cum laude, Psychology, Spanish
The Blake School 1997 — 2001
Eric Saddik Eric Saddik's Wells Fargo Experience 2005 - 2006
Job Executive/ Management Special Projects and Administration
Industry Executive Office
Experience
Independent Consultant & Contractor 2014 - Present
Boston University School of Management 2012 - 2014
American Red Cross June 2013 - August 2013
San Francisco AIDS Foundation/ Pangaea Global AIDS Foundation 2007 - 2012
Last Call Media, Inc. (social media tech start-up) 2006 - 2007
Wells Fargo 2005 - 2006
United Way of the Bay Area 2003 - 2005
Sierra Club 2001 - 2003
Education
Boston University - School of Management
Master of Business Administration (M.B.A.)
University of California, Berkeley
Bachelor's Degree
Independent Consultant & Contractor 2014 - Present
Boston University School of Management 2012 - 2014
American Red Cross June 2013 - August 2013
San Francisco AIDS Foundation/ Pangaea Global AIDS Foundation 2007 - 2012
Last Call Media, Inc. (social media tech start-up) 2006 - 2007
Wells Fargo 2005 - 2006
United Way of the Bay Area 2003 - 2005
Sierra Club 2001 - 2003
Education
Boston University - School of Management
Master of Business Administration (M.B.A.)
University of California, Berkeley
Bachelor's Degree
Taylor MacKinnnon, CFP® Taylor MacKinnnon, CFP®'s Wells Fargo Experience April 2000 - July 2002
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2009 - Present
Goldman Sachs September 2006 - May 2009
Janus Capital Group May 2006 - August 2006
Wells Fargo April 2000 - July 2002
Skills
Financial Modeling, Investments, Microsoft Excel, Mutual Funds, Wealth Management, Fixed Income, Strategic Financial..., Valuation, Analysis, Equities, Entrepreneurship
Education
Boston University 2013 — 2013
Certification for Financial Planning, Personal Financial Planning
University of Colorado Boulder - Leeds School of Business 2003 — 2006
B.S., Accounting and Finance
College of Charleston 2002 — 2003
Accounting, Political Science
Goldman Sachs May 2009 - Present
Goldman Sachs September 2006 - May 2009
Janus Capital Group May 2006 - August 2006
Wells Fargo April 2000 - July 2002
Skills
Financial Modeling, Investments, Microsoft Excel, Mutual Funds, Wealth Management, Fixed Income, Strategic Financial..., Valuation, Analysis, Equities, Entrepreneurship
Education
Boston University 2013 — 2013
Certification for Financial Planning, Personal Financial Planning
University of Colorado Boulder - Leeds School of Business 2003 — 2006
B.S., Accounting and Finance
College of Charleston 2002 — 2003
Accounting, Political Science
Valbona LaChapelle's Wells Fargo Experience June 2009 - June 2010
Job Director, Online Technology at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2010 - Present
Wells Fargo June 2009 - June 2010
Evergreen Investments August 2000 - June 2009
MUI 1999 - 2000
Pyramid Research (EIU) 1996 - 1999
Albanian Ministry of Defense, Navy Command 1992 - 1995
Skills
Documentum, Vignette, Enterprise Content..., Collage, Real Estate Development, Fatwire, Vendor Management, Program Management, Scrum, SDLC, Business Analysis, Business Intelligence, Disaster Recovery, Oracle, Web Applications, Software Development, Visio, SharePoint, SQL, Management, Enterprise Architecture, Software Project..., IT Strategy, SOA, Requirements Analysis, Agile Methodologies, Requirements Gathering, Integration, Data Warehousing, Leadership, IT Management, Enterprise Software, Agile Project Management, Solution Architecture, Databases, Project Portfolio..., Project Management, PMP, Business Process, ITIL, SaaS, Systems Analysis
Education
Boston University Questrom School of Business 2006 — 2007
MBA
University of Tirana, Tirana, Albania 1985 — 1989
BA
TIAA-CREF June 2010 - Present
Wells Fargo June 2009 - June 2010
Evergreen Investments August 2000 - June 2009
MUI 1999 - 2000
Pyramid Research (EIU) 1996 - 1999
Albanian Ministry of Defense, Navy Command 1992 - 1995
Skills
Documentum, Vignette, Enterprise Content..., Collage, Real Estate Development, Fatwire, Vendor Management, Program Management, Scrum, SDLC, Business Analysis, Business Intelligence, Disaster Recovery, Oracle, Web Applications, Software Development, Visio, SharePoint, SQL, Management, Enterprise Architecture, Software Project..., IT Strategy, SOA, Requirements Analysis, Agile Methodologies, Requirements Gathering, Integration, Data Warehousing, Leadership, IT Management, Enterprise Software, Agile Project Management, Solution Architecture, Databases, Project Portfolio..., Project Management, PMP, Business Process, ITIL, SaaS, Systems Analysis
Education
Boston University Questrom School of Business 2006 — 2007
MBA
University of Tirana, Tirana, Albania 1985 — 1989
BA
Wheeler Crowley Wheeler Crowley's Wells Fargo Experience January 2010 - March 2011
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2011 - Present
Wells Fargo January 2010 - March 2011
The Collective April 2008 - October 2009
Skills
Investments, Investment Strategies, Financial Advisory, Microsoft Excel, Asset Allocation, Retirement Planning, 401k, Retirement, Mutual Funds, Securities, Equities, Microsoft Office, Financial Analysis, Due Diligence, 529 Plans, Financial Modeling, Bonds, FINRA, Alternative Investments, Fixed Annuities, 401k Rollovers, Fixed Income, Valuation, Insurance, Trading, Bloomberg, Wealth Management..., IRAs, High Net Worth..., Wealth, ETFs, Financial Services
Education
Boston University 2005 — 2007
MFA
University of Hartford 2002 — 2004
B.A.
University of Southern Maine 2000 — 2002
Wells Fargo Advisors, LLC April 2011 - Present
Wells Fargo January 2010 - March 2011
The Collective April 2008 - October 2009
Skills
Investments, Investment Strategies, Financial Advisory, Microsoft Excel, Asset Allocation, Retirement Planning, 401k, Retirement, Mutual Funds, Securities, Equities, Microsoft Office, Financial Analysis, Due Diligence, 529 Plans, Financial Modeling, Bonds, FINRA, Alternative Investments, Fixed Annuities, 401k Rollovers, Fixed Income, Valuation, Insurance, Trading, Bloomberg, Wealth Management..., IRAs, High Net Worth..., Wealth, ETFs, Financial Services
Education
Boston University 2005 — 2007
MFA
University of Hartford 2002 — 2004
B.A.
University of Southern Maine 2000 — 2002
Victoria Denholm's Wells Fargo Experience July 2015 - Present
Job Investment Analyst
Industry International Affairs
Experience
Wells Fargo July 2015 - Present
Education
Boston University 2010 — 2014
Bachelor of Arts (B.A.), International Relations
Sacred Heart Prep 2006 — 2010
High School Diploma
Wells Fargo July 2015 - Present
Education
Boston University 2010 — 2014
Bachelor of Arts (B.A.), International Relations
Sacred Heart Prep 2006 — 2010
High School Diploma
Amanda Vocatura's Wells Fargo Experience November 2011 - Present
Job Relationship Manger Hospitality Finance Group
Industry Real Estate
Experience
Wells Fargo November 2011 - Present
Anglo Irish Bank June 2010 - December 2011
Gateway Real Estate Group December 2008 - December 2010
Mohegan Sun May 2008 - September 2008
Skills
Real Estate, Underwriting, Commercial Lending, Real Estate Economics, Credit Analysis, Financial Modeling, Real Estate Financing
Education
Boston University Questrom School of Business 2006 — 2010
Bachelors, Business - Real Estate/Law
Wells Fargo November 2011 - Present
Anglo Irish Bank June 2010 - December 2011
Gateway Real Estate Group December 2008 - December 2010
Mohegan Sun May 2008 - September 2008
Skills
Real Estate, Underwriting, Commercial Lending, Real Estate Economics, Credit Analysis, Financial Modeling, Real Estate Financing
Education
Boston University Questrom School of Business 2006 — 2010
Bachelors, Business - Real Estate/Law
Jeffrey Prisco's Wells Fargo Experience May 2010 - August 2011
Job Real Estate Broker at Hodge & Kittrell Realtors
Industry Real Estate
Experience
Hodge & Kittrell Sotheby's International Realty 2005 - Present
First Niagara Bank August 2011 - July 2013
Wells Fargo May 2010 - August 2011
Bank of America 2007 - 2010
Skills
Alternative Investments, Commercial Banking, Asset Managment, Equities, Loans, Wealth Management, Investments, Series 7, Fixed Income, Portfolio Management, Capital Markets, Lines Of Credit, Bloomberg, Strategic Financial..., High Yield, Risk Management, Series 63, Private Banking, Asset Allocation, Mutual Funds, Securities, Insurance, Derivatives, Investment Strategies, Hedge Funds, Financial Markets, Bonds, Private Equity, Investment Advisory, Financial Services, Real Estate, Investment Management, Investment Properties, Wealth Management..., Real Estate Economics, Life Insurance, Commodity, Asset Management, High Net Worth..., Relationship Management, Financial Advisory, Wealth, Cross Selling, ETFs, Estate Planning, Credit, Retirement Planning, Mortgage Lending, Entrepreneurship, Philanthropy
Education
Boston University 1977 — 1982
BA, Economics
Brunswick School
Hodge & Kittrell Sotheby's International Realty 2005 - Present
First Niagara Bank August 2011 - July 2013
Wells Fargo May 2010 - August 2011
Bank of America 2007 - 2010
Skills
Alternative Investments, Commercial Banking, Asset Managment, Equities, Loans, Wealth Management, Investments, Series 7, Fixed Income, Portfolio Management, Capital Markets, Lines Of Credit, Bloomberg, Strategic Financial..., High Yield, Risk Management, Series 63, Private Banking, Asset Allocation, Mutual Funds, Securities, Insurance, Derivatives, Investment Strategies, Hedge Funds, Financial Markets, Bonds, Private Equity, Investment Advisory, Financial Services, Real Estate, Investment Management, Investment Properties, Wealth Management..., Real Estate Economics, Life Insurance, Commodity, Asset Management, High Net Worth..., Relationship Management, Financial Advisory, Wealth, Cross Selling, ETFs, Estate Planning, Credit, Retirement Planning, Mortgage Lending, Entrepreneurship, Philanthropy
Education
Boston University 1977 — 1982
BA, Economics
Brunswick School
Doug Siegfried Doug Siegfried's Wells Fargo Experience May 2007 - August 2009
Job Management Consultant
Industry Management Consulting
Experience
Midtown Consulting Group November 2013 - Present
Cardinal Solutions October 2009 - October 2013
Wells Fargo May 2007 - August 2009
US Bank September 2006 - May 2007
Wachovia Bank August 2000 - September 2006
Skills
Business Analysis, Project Management, Contract Negotiation, Business Performance..., Process Improvement, SDLC, Requirements Gathering, Business Requirements, SharePoint, Requirements Analysis, Visio, Banking, Financial Services, Vendor Management, Financial Analysis, Business Intelligence, Data Warehousing, Program Management, Portfolio Management, Software Project..., Leadership, Analytics
Education
Boston University Questrom School of Business 1998 — 2000
MBA, General
University of Vermont 1990 — 1994
BA, Economics
The Nichols School 1986 — 1990
High School
Midtown Consulting Group November 2013 - Present
Cardinal Solutions October 2009 - October 2013
Wells Fargo May 2007 - August 2009
US Bank September 2006 - May 2007
Wachovia Bank August 2000 - September 2006
Skills
Business Analysis, Project Management, Contract Negotiation, Business Performance..., Process Improvement, SDLC, Requirements Gathering, Business Requirements, SharePoint, Requirements Analysis, Visio, Banking, Financial Services, Vendor Management, Financial Analysis, Business Intelligence, Data Warehousing, Program Management, Portfolio Management, Software Project..., Leadership, Analytics
Education
Boston University Questrom School of Business 1998 — 2000
MBA, General
University of Vermont 1990 — 1994
BA, Economics
The Nichols School 1986 — 1990
High School
Glenda Acosta's Wells Fargo Experience June 2006 - June 2013
Job Adjunct Professor at Hillsborough Community College
Industry Higher Education
Experience
Hillsborough Community College August 2014 - Present
Sistema Universitario Ana G. Méndez (SUAGM) July 2010 - Present
SunTrust Bank July 2013 - July 2014
Wells Fargo June 2006 - June 2013
Skills
Leadership, Sales Management..., Study Abroad Programs, Higher Education, Professors, Public Speaking, Management, Microsoft Office, Microsoft Word, Nonprofits, Research, Training, Community Outreach, PowerPoint, Coaching
Education
Nova Southeastern University 2014 — 2018
Doctor of Education (EdD), Higher Education Leadership
Boston University 2008 — 2010
Master of Arts (M.A.), Criminal Justice
University of Alaska Anchorage 2006 — 2008
Bachelor's degree, Justice
Hillsborough Community College August 2014 - Present
Sistema Universitario Ana G. Méndez (SUAGM) July 2010 - Present
SunTrust Bank July 2013 - July 2014
Wells Fargo June 2006 - June 2013
Skills
Leadership, Sales Management..., Study Abroad Programs, Higher Education, Professors, Public Speaking, Management, Microsoft Office, Microsoft Word, Nonprofits, Research, Training, Community Outreach, PowerPoint, Coaching
Education
Nova Southeastern University 2014 — 2018
Doctor of Education (EdD), Higher Education Leadership
Boston University 2008 — 2010
Master of Arts (M.A.), Criminal Justice
University of Alaska Anchorage 2006 — 2008
Bachelor's degree, Justice
Paul Nye Paul Nye's Wells Fargo Experience May 2009 - Present
Job VP, Technology Manager, Power Systems at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2009 - Present
Wells Fargo October 2008 - May 2009
Wells Fargo August 2007 - October 2008
Wells Fargo November 2004 - August 2007
Wells Fargo February 2000 - November 2004
Norwest Bank June 1998 - February 2000
U. S. Army Center for Health Promotion and Preventive Medicine February 1991 - March 1998
Skills
Integration, Unix, Disaster Recovery, Solaris, Security, Network Security, Technical Leadership, Operating Systems, Linux, Enterprise Software, Program Management, Servers, Oracle, Enterprise Architecture, Websphere, Performance Tuning, Business Intelligence, SDLC, Apache, Information Technology, Strategy, IT Strategy, IT Management, Infrastructure
Education
Bowie State University 1995 — 1997
MS
University of Maryland University College 1992 — 1994
BS
Wells Fargo May 2009 - Present
Wells Fargo October 2008 - May 2009
Wells Fargo August 2007 - October 2008
Wells Fargo November 2004 - August 2007
Wells Fargo February 2000 - November 2004
Norwest Bank June 1998 - February 2000
U. S. Army Center for Health Promotion and Preventive Medicine February 1991 - March 1998
Skills
Integration, Unix, Disaster Recovery, Solaris, Security, Network Security, Technical Leadership, Operating Systems, Linux, Enterprise Software, Program Management, Servers, Oracle, Enterprise Architecture, Websphere, Performance Tuning, Business Intelligence, SDLC, Apache, Information Technology, Strategy, IT Strategy, IT Management, Infrastructure
Education
Bowie State University 1995 — 1997
MS
University of Maryland University College 1992 — 1994
BS
Dora Li's Wells Fargo Experience March 2014 - Present
Job Learning and Development Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2014 - Present
Advanced Mathematics & SAT Preparation Programs July 2004 - Present
Skills
Banking, Microsoft Office, Loans, Mortgage Lending, Sales, Teamwork, Financial Services, CRM, Financial Analysis, Risk Management, Credit, Leadership, Finance, Portfolio Management, Training
Education
California State Polytechnic University-Pomona 2009 — 2011
Masters, English Literature, Rhetoric
Boston University 2006 — 2009
BLS, Interdisciplinary Studies
Wells Fargo March 2014 - Present
Advanced Mathematics & SAT Preparation Programs July 2004 - Present
Skills
Banking, Microsoft Office, Loans, Mortgage Lending, Sales, Teamwork, Financial Services, CRM, Financial Analysis, Risk Management, Credit, Leadership, Finance, Portfolio Management, Training
Education
California State Polytechnic University-Pomona 2009 — 2011
Masters, English Literature, Rhetoric
Boston University 2006 — 2009
BLS, Interdisciplinary Studies
Mitchell B. Uris's Wells Fargo Experience June 2013 - Present
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Crusoe Ventures, LLC. June 2013 - Present
MUMS LLC September 2012 - Present
HEI Hotels & Resorts June 2012 - August 2012
HEI Hotels & Resorts 2011 - 2012
Skills
Leadership, Microsoft Excel, Microsoft Office, Finance, Sales, Event Planning, Public Speaking, Access, Project Management, Microsoft Word, PowerPoint, Social Media, Market Research, Operational Efficiency, Consulting, Spanish, Animation, Java, Social Networking, C++, Operational Excellence, Team Leadership, HTML 5, Mathematics, Objective-C, iOS development, Customer Service, Loans, CSS, Accounting, Social Media Marketing, Stand-up Comedy, Comedy
Education
Boston University Questrom School of Business 2010 — 2014
Wells Fargo June 2013 - Present
Crusoe Ventures, LLC. June 2013 - Present
MUMS LLC September 2012 - Present
HEI Hotels & Resorts June 2012 - August 2012
HEI Hotels & Resorts 2011 - 2012
Skills
Leadership, Microsoft Excel, Microsoft Office, Finance, Sales, Event Planning, Public Speaking, Access, Project Management, Microsoft Word, PowerPoint, Social Media, Market Research, Operational Efficiency, Consulting, Spanish, Animation, Java, Social Networking, C++, Operational Excellence, Team Leadership, HTML 5, Mathematics, Objective-C, iOS development, Customer Service, Loans, CSS, Accounting, Social Media Marketing, Stand-up Comedy, Comedy
Education
Boston University Questrom School of Business 2010 — 2014
Adam Gelman's Wells Fargo Experience December 2014 - Present
Job Contract Project Researcher at Wells Fargo
Industry Research
Experience
Wells Fargo December 2014 - Present
Independent Genealogical Research Work May 2006 - Present
Brandeis University October 2013 - April 2014
Żydowski Instytut Historyczny (The Jewish Historical Institute) July 2013 - August 2013
The Central Archives for the History of the Jewish People June 2012 - July 2012
American Cancer Society: Brandeis University Relay for Life November 2011 - March 2012
JCC Hyde Park Day Camp June 2011 - August 2011
Skills
Research, Spanish, Photoshop, Microsoft Office, Editing, PowerPoint, Microsoft Word, Microsoft Excel, Digital Photography
Education
Boston University 2014 — 2014
Genealogical Research Certificate Program
Brandeis University 2011 — 2014
Bachelor of Arts (B.A.), Anthropology, History, Magna Cum Laude
University of Chicago Laboratory Schools 2006 — 2010
School for International Training: Cochabamba, Bolivia
Study Abroad Program: Multiculturalism, Globalization & Social Change, January - May 2013
Wells Fargo December 2014 - Present
Independent Genealogical Research Work May 2006 - Present
Brandeis University October 2013 - April 2014
Żydowski Instytut Historyczny (The Jewish Historical Institute) July 2013 - August 2013
The Central Archives for the History of the Jewish People June 2012 - July 2012
American Cancer Society: Brandeis University Relay for Life November 2011 - March 2012
JCC Hyde Park Day Camp June 2011 - August 2011
Skills
Research, Spanish, Photoshop, Microsoft Office, Editing, PowerPoint, Microsoft Word, Microsoft Excel, Digital Photography
Education
Boston University 2014 — 2014
Genealogical Research Certificate Program
Brandeis University 2011 — 2014
Bachelor of Arts (B.A.), Anthropology, History, Magna Cum Laude
University of Chicago Laboratory Schools 2006 — 2010
School for International Training: Cochabamba, Bolivia
Study Abroad Program: Multiculturalism, Globalization & Social Change, January - May 2013
Patrick Conner's Wells Fargo Experience August 2006 - April 2014
Job Senior Vice President at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. February 2015 - Present
Social Finance (SoFi) May 2014 - December 2014
Wells Fargo August 2006 - April 2014
Chase January 2002 - January 2006
MasterCard January 2000 - January 2002
Skills
Credit, Loans, Mortgage Lending, Consumer Lending, Portfolio Management, Retail Banking, Underwriting, Relationship Management, Cross Selling, Sales Management, Process Improvement, Change Management, Loan Origination, Credit Analysis, Marketing Strategy, Sales Operations, Credit Risk, Reputation Management, Media Relations, Marketing, Mentoring, Executive Coaching, Mortgage Banking, Management, Sales, CRM, Business Development, Finance, Financial Services, Product Management, Credit Cards, B2B, Customer Acquisition, Team Building, Loan Servicing, Negotiation, Executive Management, Banking, Strategic Planning, Leadership, Strategy
Education
Boston University - School of Management 1986 — 1990
BS, Business Administration and Management, General
Mercersburg Academy 1984 — 1986
Preparatory School
Santander Consumer USA Inc. February 2015 - Present
Social Finance (SoFi) May 2014 - December 2014
Wells Fargo August 2006 - April 2014
Chase January 2002 - January 2006
MasterCard January 2000 - January 2002
Skills
Credit, Loans, Mortgage Lending, Consumer Lending, Portfolio Management, Retail Banking, Underwriting, Relationship Management, Cross Selling, Sales Management, Process Improvement, Change Management, Loan Origination, Credit Analysis, Marketing Strategy, Sales Operations, Credit Risk, Reputation Management, Media Relations, Marketing, Mentoring, Executive Coaching, Mortgage Banking, Management, Sales, CRM, Business Development, Finance, Financial Services, Product Management, Credit Cards, B2B, Customer Acquisition, Team Building, Loan Servicing, Negotiation, Executive Management, Banking, Strategic Planning, Leadership, Strategy
Education
Boston University - School of Management 1986 — 1990
BS, Business Administration and Management, General
Mercersburg Academy 1984 — 1986
Preparatory School
Traci Mayes (Baizer)'s Wells Fargo Experience May 2013 - Present
Job Vice President, Senior Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2013 - Present
KeyBank 2006 - 2008
US Navy 2003 - 2005
Citi 2001 - 2003
Bank of America 1998 - 2000
Skills
Credit, Credit Analysis, Loans, Commercial Lending, Banking, Commercial Banking, Portfolio Management, Loan Origination
Education
Boston University 1993 — 1997
Bachelor of Arts (B.A.), Biology, General
Wells Fargo May 2013 - Present
KeyBank 2006 - 2008
US Navy 2003 - 2005
Citi 2001 - 2003
Bank of America 1998 - 2000
Skills
Credit, Credit Analysis, Loans, Commercial Lending, Banking, Commercial Banking, Portfolio Management, Loan Origination
Education
Boston University 1993 — 1997
Bachelor of Arts (B.A.), Biology, General
Kristina Kritkausky's Wells Fargo Experience January 2015 - Present
Job Lead Technical Project Coordinator at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo August 2014 - Present
Project CAP June 2014 - August 2014
Connexions Loyalty November 2012 - June 2014
UnitedHealth Group October 2011 - November 2012
Wells Fargo July 2010 - October 2011
Lincoln Center for the Performing Arts 1993 - 1994
Human Rights First 1993 - 1994
Skills
SharePoint, Vendor Management, Program Management, Business Analysis, Resource Management, Change Management, Project Coordination, SDLC, PMO, Process Improvement, Project Management, Visio, Business Process..., Requirements Gathering, Requirements Analysis, Agile Methodologies, SQL, Business Requirements
Education
Boston University 1992 — 1993
Master of Arts (M.A.), International Relations and Affairs
Bucknell University 1988 — 1992
Bachelor of Arts (BA), International Relations and Affairs
Wells Fargo January 2015 - Present
Wells Fargo August 2014 - Present
Project CAP June 2014 - August 2014
Connexions Loyalty November 2012 - June 2014
UnitedHealth Group October 2011 - November 2012
Wells Fargo July 2010 - October 2011
Lincoln Center for the Performing Arts 1993 - 1994
Human Rights First 1993 - 1994
Skills
SharePoint, Vendor Management, Program Management, Business Analysis, Resource Management, Change Management, Project Coordination, SDLC, PMO, Process Improvement, Project Management, Visio, Business Process..., Requirements Gathering, Requirements Analysis, Agile Methodologies, SQL, Business Requirements
Education
Boston University 1992 — 1993
Master of Arts (M.A.), International Relations and Affairs
Bucknell University 1988 — 1992
Bachelor of Arts (BA), International Relations and Affairs
Daniel Bakke Daniel Bakke's Wells Fargo Experience November 2007 - May 2008
Job VP, AML Sanctions Compliance Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank July 2014 - Present
BMO Financial Group May 2013 - July 2014
BMO Financial Group June 2012 - April 2013
Royal Bank of Scotland Group March 2011 - June 2012
Royal Bank of Scotland Group March 2010 - March 2011
Secondary Marketing Resources September 2008 - March 2010
Wells Fargo November 2007 - May 2008
Wells Fargo June 2002 - October 2007
Wells Fargo September 2000 - June 2002
Wells Fargo August 1999 - September 2000
Skills
AML, OFAC, Sanctions, Bank Secrecy Act, USA PATRIOT Act, Six Sigma, Compliance, Financial Services
Education
Boston University Graduate School of Management 2009 — 2012
Master of Business Administration (MBA)
University of Minnesota Duluth 1994 — 1999
BA, Psychology, Philosophy
U.S. Bank July 2014 - Present
BMO Financial Group May 2013 - July 2014
BMO Financial Group June 2012 - April 2013
Royal Bank of Scotland Group March 2011 - June 2012
Royal Bank of Scotland Group March 2010 - March 2011
Secondary Marketing Resources September 2008 - March 2010
Wells Fargo November 2007 - May 2008
Wells Fargo June 2002 - October 2007
Wells Fargo September 2000 - June 2002
Wells Fargo August 1999 - September 2000
Skills
AML, OFAC, Sanctions, Bank Secrecy Act, USA PATRIOT Act, Six Sigma, Compliance, Financial Services
Education
Boston University Graduate School of Management 2009 — 2012
Master of Business Administration (MBA)
University of Minnesota Duluth 1994 — 1999
BA, Psychology, Philosophy
Veron Wong's Wells Fargo Experience January 2015 - Present
Job Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Liberty Mutual Insurance May 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Bright Energy Services May 2012 - August 2012
Education
Boston University - School of Management 2011 — 2014
Bachelor of Science, Finance, General
Brooklyn Technical High School 2007 — 2011
Law & Society
Wells Fargo January 2015 - Present
Liberty Mutual Insurance May 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Bright Energy Services May 2012 - August 2012
Education
Boston University - School of Management 2011 — 2014
Bachelor of Science, Finance, General
Brooklyn Technical High School 2007 — 2011
Law & Society
John Lewis John Lewis's Wells Fargo Experience August 2008 - March 2011
Job Business Consultant at Self Employed
Industry Law Practice
Experience
Self Employed March 2013 - Present
Marriott International May 2011 - February 2013
Wells Fargo August 2008 - March 2011
A.T. Kearney April 2005 - June 2008
Skills
Business Strategy, Business Analysis, New Business Development, Investments, Investment Banking, Investment Advisory, Alternative Investments, Corporate Finance, Trade Finance, Mergers & Acquisitions, Business Development, Valuation, Private Equity
Education
Boston University School of Law 2001 — 2006
Master of Laws (LL.M.)
University of London 1997 — 2000
Bachelor's degree, Economics
Self Employed March 2013 - Present
Marriott International May 2011 - February 2013
Wells Fargo August 2008 - March 2011
A.T. Kearney April 2005 - June 2008
Skills
Business Strategy, Business Analysis, New Business Development, Investments, Investment Banking, Investment Advisory, Alternative Investments, Corporate Finance, Trade Finance, Mergers & Acquisitions, Business Development, Valuation, Private Equity
Education
Boston University School of Law 2001 — 2006
Master of Laws (LL.M.)
University of London 1997 — 2000
Bachelor's degree, Economics
Rhonda Davidson Rhonda Davidson's Wells Fargo Experience 1996 - 2001
Job Director of Development, Major Gifts at Emory University
Industry Higher Education
Experience
Emory University September 2009 - Present
East Lake Foundation July 2003 - August 2009
Wells Fargo 1996 - 2001
Skills
Fundraising, Building Relationships, Strategic Communications, Creative Strategy, Exceptional Listener, Event Planning, Volunteer Management, Annual Giving, Sponsorship, Grant Writing, Alumni Relations, Stewardship, Management, Nonprofits, Grants, Philanthropy, Public Speaking, Program Development, Community Outreach
Education
Emory University - Goizueta Business School 1982 — 1984
Bachelor of Business Administration (BBA), Marketing
Oxford College of Emory University 1980 — 1982
Associate of Arts (A.A.)
Boston University
Master of Business Administration (M.B.A.)
Rockdale County High School
Emory University September 2009 - Present
East Lake Foundation July 2003 - August 2009
Wells Fargo 1996 - 2001
Skills
Fundraising, Building Relationships, Strategic Communications, Creative Strategy, Exceptional Listener, Event Planning, Volunteer Management, Annual Giving, Sponsorship, Grant Writing, Alumni Relations, Stewardship, Management, Nonprofits, Grants, Philanthropy, Public Speaking, Program Development, Community Outreach
Education
Emory University - Goizueta Business School 1982 — 1984
Bachelor of Business Administration (BBA), Marketing
Oxford College of Emory University 1980 — 1982
Associate of Arts (A.A.)
Boston University
Master of Business Administration (M.B.A.)
Rockdale County High School
Charles Helbert's Wells Fargo Experience 1992 - 2006
Job Capital Markets Professional
Industry Capital Markets
Experience
Alternative Strategy Partners January 2007 - Present
Wells Fargo 1992 - 2006
Bank of America 1984 - 1992
Skills
Banking, Asset Management, Risk Management, Alternative Investments, Fixed Income, Restructuring, Mortgage Underwriting, Real Estate Financing, Relationship Management, Capital Markets
Education
Boston University - School of Management
Alternative Strategy Partners January 2007 - Present
Wells Fargo 1992 - 2006
Bank of America 1984 - 1992
Skills
Banking, Asset Management, Risk Management, Alternative Investments, Fixed Income, Restructuring, Mortgage Underwriting, Real Estate Financing, Relationship Management, Capital Markets
Education
Boston University - School of Management
Frank Souder Frank Souder's Wells Fargo Experience 2007 - 2012
Job Director at BNP Paribas
Industry Capital Markets
Experience
BNP Paribas February 2013 - Present
Wells Fargo 2007 - 2012
Mizuho Trust & Banking Co. (USA) 2004 - 2006
Synkret Ltd (Independent Consulting Firm) 2001 - 2004
Citibank 1999 - 2001
Deutsche Bank 1995 - 1999
Barclays de Zoete Wedd Securities now Barclays Capital 1993 - 1995
The Sequor Group, Subsidiary of Security Pacific Bank 1983 - 1993
Security Pacific Bank 1978 - 1983
Bank of Boston 1973 - 1978
Education
Claremont Graduate University Peter F. Drucker and Masatoshi Ito Graduate School of Management
MA Master of Arts, Business
Boston University - School of Management
MBA Master of Business Administration, Business
Northeastern University
BA Bachelor of Arts, Economics
Springfield High School
Springfield High School
Springfield High School
Springfield High School
Springfield High School
BNP Paribas February 2013 - Present
Wells Fargo 2007 - 2012
Mizuho Trust & Banking Co. (USA) 2004 - 2006
Synkret Ltd (Independent Consulting Firm) 2001 - 2004
Citibank 1999 - 2001
Deutsche Bank 1995 - 1999
Barclays de Zoete Wedd Securities now Barclays Capital 1993 - 1995
The Sequor Group, Subsidiary of Security Pacific Bank 1983 - 1993
Security Pacific Bank 1978 - 1983
Bank of Boston 1973 - 1978
Education
Claremont Graduate University Peter F. Drucker and Masatoshi Ito Graduate School of Management
MA Master of Arts, Business
Boston University - School of Management
MBA Master of Business Administration, Business
Northeastern University
BA Bachelor of Arts, Economics
Springfield High School
Springfield High School
Springfield High School
Springfield High School
Springfield High School
Louis Karidoyanes's Wells Fargo Experience June 2011 - Present
Job Analytics Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo Home Mortgage June 2011 - Present
Wells Fargo June 2011 - Present
Education
Boston University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Wells Fargo Home Mortgage June 2011 - Present
Wells Fargo June 2011 - Present
Education
Boston University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Sandi Lucas Sandi Lucas's Wells Fargo Experience February 2010 - July 2010
Job Senior Consultant at Vircon Nationwide
Industry Information Technology and Services
Experience
DIVERSANT, LLC April 2015 - Present
Carlisle & Gallagher Consulting Group March 2013 - April 2015
Carlisle & Gallagher Consulting Group October 2012 - March 2013
Carlisle & Gallagher Consulting Group February 2012 - September 2012
American Express October 2011 - January 2012
Carlisle Gallagher July 2010 - October 2011
Wells Fargo February 2010 - July 2010
Strategic Staffing Solutions July 2008 - February 2010
ICF International August 2006 - May 2007
Ultix Corp 2007 - 2007
Skills
DMAIC, Program Management, Default Mortgages, Six Sigma, MS Project, Visio, SDLC, Agile, Nexus, Clarity, Hope LoanPort, MS Project, Agile Methodologies, Visio, Management Consulting, Change Management, Project Planning, Project Management, PMO, Project Portfolio..., Governance, Leadership, Business Intelligence, Consulting, Business Transformation, Management, Process Improvement, Strategy, CRM, Analysis, Enterprise Software, Quality Assurance, Business Analysis, Business Development, Business Process, Business Process..., Strategic Planning, PMP, Disaster Recovery, Team Building, Mergers & Acquisitions, Vendor Management, Risk Management, Telecommunications, IT Strategy, Requirements Gathering, Cross-functional Team..., Software Project..., Requirements Analysis, IT Management, Resource Management
Education
Boston University 1972 — 1980
MA, ABD/PhD, Political Science, Public Administration
City University of New York-Queens College 1969 — 1971
BA, Political Science, Secondary Educ
Washburn University 1966 — 1968
Political Science and Government
Amityville high school
Amityville high school
DIVERSANT, LLC April 2015 - Present
Carlisle & Gallagher Consulting Group March 2013 - April 2015
Carlisle & Gallagher Consulting Group October 2012 - March 2013
Carlisle & Gallagher Consulting Group February 2012 - September 2012
American Express October 2011 - January 2012
Carlisle Gallagher July 2010 - October 2011
Wells Fargo February 2010 - July 2010
Strategic Staffing Solutions July 2008 - February 2010
ICF International August 2006 - May 2007
Ultix Corp 2007 - 2007
Skills
DMAIC, Program Management, Default Mortgages, Six Sigma, MS Project, Visio, SDLC, Agile, Nexus, Clarity, Hope LoanPort, MS Project, Agile Methodologies, Visio, Management Consulting, Change Management, Project Planning, Project Management, PMO, Project Portfolio..., Governance, Leadership, Business Intelligence, Consulting, Business Transformation, Management, Process Improvement, Strategy, CRM, Analysis, Enterprise Software, Quality Assurance, Business Analysis, Business Development, Business Process, Business Process..., Strategic Planning, PMP, Disaster Recovery, Team Building, Mergers & Acquisitions, Vendor Management, Risk Management, Telecommunications, IT Strategy, Requirements Gathering, Cross-functional Team..., Software Project..., Requirements Analysis, IT Management, Resource Management
Education
Boston University 1972 — 1980
MA, ABD/PhD, Political Science, Public Administration
City University of New York-Queens College 1969 — 1971
BA, Political Science, Secondary Educ
Washburn University 1966 — 1968
Political Science and Government
Amityville high school
Amityville high school
Jeremiah Stich Jeremiah Stich's Wells Fargo Experience February 2011 - Present
Job International Treasury Management at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2011 - Present
Wells Fargo Bank September 2001 - February 2011
Calibanco Theatre January 2002 - January 2007
Skills
Commercial Banking, Banking, Cash Management, Treasury Management, Credit, Accounting, Portfolio Management, Business Analysis, Directing, Financial Services, Theatre, Theatrical Production, Loans, Arts Administration, Performing Arts, Shakespeare, Acting, Mortgage Banking, Loan Origination, Relationship Management, Payments, Management
Education
Boston University 1993 — 1997
BFA, Acting
University of Minnesota-Twin Cities 1991 — 1991
Wells Fargo February 2011 - Present
Wells Fargo Bank September 2001 - February 2011
Calibanco Theatre January 2002 - January 2007
Skills
Commercial Banking, Banking, Cash Management, Treasury Management, Credit, Accounting, Portfolio Management, Business Analysis, Directing, Financial Services, Theatre, Theatrical Production, Loans, Arts Administration, Performing Arts, Shakespeare, Acting, Mortgage Banking, Loan Origination, Relationship Management, Payments, Management
Education
Boston University 1993 — 1997
BFA, Acting
University of Minnesota-Twin Cities 1991 — 1991
Joe Park Joe Park's Wells Fargo Experience 1988 - 1993
Job Partner, Horizons Stewardship
Industry Religious Institutions
Experience
Horizons Stewardship 2001 - Present
Communtity Financial Group 1993 - 2001
Wells Fargo 1988 - 1993
U. S. Army Corps of Engineers 1984 - 1988
Skills
Church Consulting, Fundraising, Donor Development, Strategic Planning, Church Revitalization, Leadership Development, Systems Improvement, Solution Development, Banking, Accounting, Real Estate, Nonprofits, Community Outreach, Theology, Financial Reporting, Religion, Volunteer Management, Pastoral Care, Church Events, Church Administration, Non-profit..., Missions, Stewardship, Bible Study, Board Development, Bible, Liturgy, Discipleship, Spiritual Direction, Evangelism, Motivational Speaking, Ethics, Youth Ministry, Conflict Resolution, Community Organizing, Religious Studies, Gospel, Pastoring, Pastoral Counseling, Biblical Studies
Education
University of Arkansas at Fayetteville 1980 — 1984
Bachelor of Science (B.S.), Finance and Banking
Boston University
1988, Masters, Business Administation
Horizons Stewardship 2001 - Present
Communtity Financial Group 1993 - 2001
Wells Fargo 1988 - 1993
U. S. Army Corps of Engineers 1984 - 1988
Skills
Church Consulting, Fundraising, Donor Development, Strategic Planning, Church Revitalization, Leadership Development, Systems Improvement, Solution Development, Banking, Accounting, Real Estate, Nonprofits, Community Outreach, Theology, Financial Reporting, Religion, Volunteer Management, Pastoral Care, Church Events, Church Administration, Non-profit..., Missions, Stewardship, Bible Study, Board Development, Bible, Liturgy, Discipleship, Spiritual Direction, Evangelism, Motivational Speaking, Ethics, Youth Ministry, Conflict Resolution, Community Organizing, Religious Studies, Gospel, Pastoring, Pastoral Counseling, Biblical Studies
Education
University of Arkansas at Fayetteville 1980 — 1984
Bachelor of Science (B.S.), Finance and Banking
Boston University
1988, Masters, Business Administation
Anthony Fabiano Anthony Fabiano's Wells Fargo Experience July 2012 - June 2014
Job Operations Leader Customer Service at MetLife
Industry Business Supplies and Equipment
Experience
MetLife July 2014 - Present
Wells Fargo July 2012 - June 2014
US Military, U.S. Marine Corps August 2009 - September 2011
US Africa Command January 2010 - August 2010
US Central Command August 2007 - July 2009
US Central Command July 2006 - July 2007
Skills
Strategy, Weapons, Military, Integration, Logistics, Supply Chain Management, Leadership, Management, Operational Planning, Security Clearance, DoD, Military Operations, Writing, Training, Command, Process Improvement, Operations Management, Military Experience, Military Logistics, Program Management, Project Planning, Analysis, Leadership Development, Organizational..., Team Leadership, Logistics Management, Defense, Team Building, Risk Management, Security, National Security, Government, Cross-functional Team..., Supervisory Skills
Education
Boston University Graduate School of Management 2001 — 2003
MSBA, Business
US Naval Academy 1988 — 1992
BS, Economics
School name:
Master of Business Administration (MBA)
MetLife July 2014 - Present
Wells Fargo July 2012 - June 2014
US Military, U.S. Marine Corps August 2009 - September 2011
US Africa Command January 2010 - August 2010
US Central Command August 2007 - July 2009
US Central Command July 2006 - July 2007
Skills
Strategy, Weapons, Military, Integration, Logistics, Supply Chain Management, Leadership, Management, Operational Planning, Security Clearance, DoD, Military Operations, Writing, Training, Command, Process Improvement, Operations Management, Military Experience, Military Logistics, Program Management, Project Planning, Analysis, Leadership Development, Organizational..., Team Leadership, Logistics Management, Defense, Team Building, Risk Management, Security, National Security, Government, Cross-functional Team..., Supervisory Skills
Education
Boston University Graduate School of Management 2001 — 2003
MSBA, Business
US Naval Academy 1988 — 1992
BS, Economics
School name:
Master of Business Administration (MBA)
Luke St Germaine's Wells Fargo Experience May 2010 - January 2013
Job Strategic Account Executive at Bank of America Merchant Services
Industry Financial Services
Experience
Bank of America Merchant Services February 2013 - Present
Wells Fargo May 2010 - January 2013
JP Morgan Chase June 2005 - April 2010
Edgewood Marketing 2003 - 2005
Arsene-Lee Advertising/ Santonio Advertising 2001 - 2003
Skills
Business Development, Customer Service, Sales, Direct Sales, Team Building, Leadership, Recruiting, Salesforce.com, Advertising, Account Management, Management, Marketing, Social Media Marketing, Social Media, Marketing Strategy, Relationship Management
Education
Boston University 1998 — 2000
English
Bank of America Merchant Services February 2013 - Present
Wells Fargo May 2010 - January 2013
JP Morgan Chase June 2005 - April 2010
Edgewood Marketing 2003 - 2005
Arsene-Lee Advertising/ Santonio Advertising 2001 - 2003
Skills
Business Development, Customer Service, Sales, Direct Sales, Team Building, Leadership, Recruiting, Salesforce.com, Advertising, Account Management, Management, Marketing, Social Media Marketing, Social Media, Marketing Strategy, Relationship Management
Education
Boston University 1998 — 2000
English
Natalie Lyons, CFE's Wells Fargo Experience January 2012 - August 2012
Job Senior Compliance Officer
Industry Financial Services
Experience
US Bank July 2015 - Present
Western Union July 2014 - April 2015
EverBank June 2013 - June 2014
Bank of America August 2012 - May 2013
Wells Fargo January 2012 - August 2012
Wells Fargo February 2010 - December 2011
Skills
Banking, Financial Risk, Account Reconciliation, Customer Satisfaction, Fraud, Bank Secrecy Act, Customer Service, Sales, Treasury Management, Teamwork, OFAC, Loans, Credit, Cash Management, Internal Audit, AML, Financial Analysis, Financial Services, Risk Management, Retail Banking
Education
Boston University
Master's degree, Criminal Justice
University of Central Florida 2010 — 2011
Bachelor's degree, Criminal justice, history
US Bank July 2015 - Present
Western Union July 2014 - April 2015
EverBank June 2013 - June 2014
Bank of America August 2012 - May 2013
Wells Fargo January 2012 - August 2012
Wells Fargo February 2010 - December 2011
Skills
Banking, Financial Risk, Account Reconciliation, Customer Satisfaction, Fraud, Bank Secrecy Act, Customer Service, Sales, Treasury Management, Teamwork, OFAC, Loans, Credit, Cash Management, Internal Audit, AML, Financial Analysis, Financial Services, Risk Management, Retail Banking
Education
Boston University
Master's degree, Criminal Justice
University of Central Florida 2010 — 2011
Bachelor's degree, Criminal justice, history
Ingrid Ramsey-Plock's Wells Fargo Experience June 2009 - October 2011
Job Manager Wealth Management Practice at Carlisle and Gallagher Consulting Group
Industry Financial Services
Experience
YWCA of San Francisco and Marin August 2015 - Present
Carlisle & Gallagher Consulting Group July 2014 - Present
Financial Executives International December 2008 - July 2015
Solomon Edwards Group LLC (CFO Advisory Firm) October 2013 - April 2014
Bank of the West, BNP Paribas Group (Solomon Edwards Group LLC M Squared Consulting) July 2012 - July 2013
Wells Fargo June 2009 - October 2011
Genworth Financial February 2007 - June 2009
AIG SunAmerica January 2001 - January 2007
Fidelity Investments August 1991 - January 2001
Skills
Project Management, Financial Analysis, Business Analysis, Strategy, Risk Management, Finance, Financial Modeling, Leadership, Business Planning, Management, Competitive Analysis, Analytics, Business Strategy, Cross-functional Team..., Mergers & Acquisitions
Education
Boston University Graduate School of Management 1993 — 1996
MBA, Finance and Organizational Behavior
Simmons College
BA, Finance and Economics
YWCA of San Francisco and Marin August 2015 - Present
Carlisle & Gallagher Consulting Group July 2014 - Present
Financial Executives International December 2008 - July 2015
Solomon Edwards Group LLC (CFO Advisory Firm) October 2013 - April 2014
Bank of the West, BNP Paribas Group (Solomon Edwards Group LLC M Squared Consulting) July 2012 - July 2013
Wells Fargo June 2009 - October 2011
Genworth Financial February 2007 - June 2009
AIG SunAmerica January 2001 - January 2007
Fidelity Investments August 1991 - January 2001
Skills
Project Management, Financial Analysis, Business Analysis, Strategy, Risk Management, Finance, Financial Modeling, Leadership, Business Planning, Management, Competitive Analysis, Analytics, Business Strategy, Cross-functional Team..., Mergers & Acquisitions
Education
Boston University Graduate School of Management 1993 — 1996
MBA, Finance and Organizational Behavior
Simmons College
BA, Finance and Economics
Sinead Yuen Sinead Yuen's Wells Fargo Experience January 2010 - May 2010
Job Analyst Investment Banking at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2010 - October 2011
Wells Fargo January 2010 - May 2010
Education
Washington University in St. Louis - Olin Business School 2008 — 2009
MS, Finance
Boston University 2004 — 2008
BA / MA, Economics
Diocesan Girls' School
Robert W. Baird & Co. May 2010 - October 2011
Wells Fargo January 2010 - May 2010
Education
Washington University in St. Louis - Olin Business School 2008 — 2009
MS, Finance
Boston University 2004 — 2008
BA / MA, Economics
Diocesan Girls' School
Jim Markland Jim Markland's Wells Fargo Experience October 2003 - July 2005
Job VP Risk Management at AMR Companies LTD
Industry Venture Capital & Private Equity
Experience
AMR Companies LTD July 2015 - Present
Hedge Fund Alternatives December 2009 - Present
BlackLine Resources May 2014 - Present
Signet Group LLC March 2010 - July 2012
The Meridius Group November 2007 - December 2009
Bear Stearns August 2005 - October 2007
Wells Fargo October 2003 - July 2005
JPMorgan Chase December 2003 - October 2004
The Credit Network February 2002 - November 2003
Skills
Specialty Finance..., Business Plan..., Commercial Lending, Commercial Leasing, Financing Alternatives, Senior Life Settlements, SLS, Film Finance, Private Placements, Private Equity, Alternative Investments, Oil/Gas, Alternative Energy, Alternative Fuels, Securities Lending, Strategic Planning, Life Settlements, Business Development, Portfolio Management, Loans, Structured Finance, Investment Banking, Trading, Banking, Investment Strategies, Investments, Mergers & Acquisitions, Management, Venture Capital, Finance, Project Finance, Mutual Funds, Funding, Hedge Funds, Business Strategy, Capital, Due Diligence, New Business Development, Investment Properties, Financial Structuring, Emerging Markets, Investor Relations, Asset Allocation, Asset Management, Financial Advisory, Joint Ventures, Commercial Real Estate, Real Estate, Executive Management, Corporate Development
Education
Boston University - School of Management 1994 — 1996
Master of Business Administration (M.B.A.), Attended
Northeastern University 1984 — 1989
B.S., Political Science
Lyme-Old Lyme Senior High School 1981 — 1984
St. Charles Elementary, Toledo, OH 1972 — 1980
AMR Companies LTD July 2015 - Present
Hedge Fund Alternatives December 2009 - Present
BlackLine Resources May 2014 - Present
Signet Group LLC March 2010 - July 2012
The Meridius Group November 2007 - December 2009
Bear Stearns August 2005 - October 2007
Wells Fargo October 2003 - July 2005
JPMorgan Chase December 2003 - October 2004
The Credit Network February 2002 - November 2003
Skills
Specialty Finance..., Business Plan..., Commercial Lending, Commercial Leasing, Financing Alternatives, Senior Life Settlements, SLS, Film Finance, Private Placements, Private Equity, Alternative Investments, Oil/Gas, Alternative Energy, Alternative Fuels, Securities Lending, Strategic Planning, Life Settlements, Business Development, Portfolio Management, Loans, Structured Finance, Investment Banking, Trading, Banking, Investment Strategies, Investments, Mergers & Acquisitions, Management, Venture Capital, Finance, Project Finance, Mutual Funds, Funding, Hedge Funds, Business Strategy, Capital, Due Diligence, New Business Development, Investment Properties, Financial Structuring, Emerging Markets, Investor Relations, Asset Allocation, Asset Management, Financial Advisory, Joint Ventures, Commercial Real Estate, Real Estate, Executive Management, Corporate Development
Education
Boston University - School of Management 1994 — 1996
Master of Business Administration (M.B.A.), Attended
Northeastern University 1984 — 1989
B.S., Political Science
Lyme-Old Lyme Senior High School 1981 — 1984
St. Charles Elementary, Toledo, OH 1972 — 1980
Abiola Dawodu Abiola Dawodu's Wells Fargo Experience May 2011 - September 2013
Job Prime Brokerage Operations Associate at Morgan Stanley
Industry Banking
Experience
Morgan Stanley October 2013 - Present
Wells Fargo May 2011 - September 2013
Capital One September 2009 - April 2011
U.S. Department of the Treasury May 2009 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, FAR, PowerPoint, Office Equipment, Salesforce.com
Education
University of Maryland University College 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Maryland University College 2010 — 2012
Masters of Science, Management, 3.1
Bowie State University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.5
Morgan Stanley October 2013 - Present
Wells Fargo May 2011 - September 2013
Capital One September 2009 - April 2011
U.S. Department of the Treasury May 2009 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, FAR, PowerPoint, Office Equipment, Salesforce.com
Education
University of Maryland University College 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Maryland University College 2010 — 2012
Masters of Science, Management, 3.1
Bowie State University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.5
CLAUDE DAVENPORT's Wells Fargo Experience January 2008 - July 2012
Job Community office Manager
Industry Banking
Experience
My Bank! First United Bank & Trust May 2014 - Present
Capital One September 2012 - May 2014
B4C HOME IMPROVEMENT October 2008 - December 2013
Wells Fargo January 2008 - July 2012
Primerica January 2008 - February 2009
Skills
Banking, Financial Services, Credit, Management, Microsoft Excel, Investments, Customer Satisfaction, Small Business Lending, Portfolio Management, Financial Analysis, Commercial Banking, Credit Analysis, Credit Cards, Microsoft Office, Microsoft Word, Loans, Retail Banking, Consumer Lending, Mortgage Lending, Risk Management, Commercial Lending, Credit Risk, Mortgage Banking, Cross Selling, Relationship Management, Loan Origination, Carpentry, Mechanics, Electrical..., Creative Problem Solving, Analytics, Payroll, Financial Accounting, Maintenance & Repair, Accounts Payable, Accounting, Cabinetry, Cable Television, Landscape Design, Decks, Balance Sheet, loan, Nonprofits, Business Strategy, Team Building, Team Leadership, Team Management
Education
University of Phoenix 2011 — 2013
Bachelor of Science (BS), Project Management
Morgan State University 2006 — 2008
Bowie State University
My Bank! First United Bank & Trust May 2014 - Present
Capital One September 2012 - May 2014
B4C HOME IMPROVEMENT October 2008 - December 2013
Wells Fargo January 2008 - July 2012
Primerica January 2008 - February 2009
Skills
Banking, Financial Services, Credit, Management, Microsoft Excel, Investments, Customer Satisfaction, Small Business Lending, Portfolio Management, Financial Analysis, Commercial Banking, Credit Analysis, Credit Cards, Microsoft Office, Microsoft Word, Loans, Retail Banking, Consumer Lending, Mortgage Lending, Risk Management, Commercial Lending, Credit Risk, Mortgage Banking, Cross Selling, Relationship Management, Loan Origination, Carpentry, Mechanics, Electrical..., Creative Problem Solving, Analytics, Payroll, Financial Accounting, Maintenance & Repair, Accounts Payable, Accounting, Cabinetry, Cable Television, Landscape Design, Decks, Balance Sheet, loan, Nonprofits, Business Strategy, Team Building, Team Leadership, Team Management
Education
University of Phoenix 2011 — 2013
Bachelor of Science (BS), Project Management
Morgan State University 2006 — 2008
Bowie State University
Lana Larsen Lana Larsen's Wells Fargo Experience 1999 - 2014
Job Social Media Manager
Industry Public Relations and Communications
Experience
Unity of Richmond January 2008 - Present
Wells Fargo 1999 - 2014
Cunard Line 1993 - 1998
Boston University 1990 - 1993
Skills
Customer Service, Social Media, Leadership, Marketing, Sales, Dreamweaver, Public Speaking, Team Leadership, Call Centers, Microsoft Office, Higher Education, Internet Banking, Technical Support, Analytic Problem Solving, Social Media Management, Travel Planning, Social Media Marketing, Social Media..., Project Management, Corporate Recruiting, Employee Training, Quicken, QuickBooks, Microsoft Money, Team Management, Business Process..., Teaching Adults, Financial Planning, Advising People, Interviewing Skills, HTML, CSS, Database, Fundraising, Writing
Education
Boston University 1989 — 1993
Bachelor of Science in Business Administration (BSBA), Business, Management, Marketing, and Related Support Services, 3.4
J Sargeant Reynolds Community College 2012 — 2013
Web Design, 4.0
Unity of Richmond January 2008 - Present
Wells Fargo 1999 - 2014
Cunard Line 1993 - 1998
Boston University 1990 - 1993
Skills
Customer Service, Social Media, Leadership, Marketing, Sales, Dreamweaver, Public Speaking, Team Leadership, Call Centers, Microsoft Office, Higher Education, Internet Banking, Technical Support, Analytic Problem Solving, Social Media Management, Travel Planning, Social Media Marketing, Social Media..., Project Management, Corporate Recruiting, Employee Training, Quicken, QuickBooks, Microsoft Money, Team Management, Business Process..., Teaching Adults, Financial Planning, Advising People, Interviewing Skills, HTML, CSS, Database, Fundraising, Writing
Education
Boston University 1989 — 1993
Bachelor of Science in Business Administration (BSBA), Business, Management, Marketing, and Related Support Services, 3.4
J Sargeant Reynolds Community College 2012 — 2013
Web Design, 4.0
Alison Gensheimer Alison Gensheimer's Wells Fargo Experience December 2013 - Present
Job VP, Digital Marketing Wells Fargo
Industry Internet
Experience
Wells Fargo December 2013 - Present
DataXu February 2013 - November 2013
Velti June 2012 - February 2013
Velti February 2010 - June 2012
5th Finger June 2008 - January 2010
VeriSign (formerly mQube) January 2006 - June 2008
Boston University 2003 - 2007
AHI June 2001 - January 2006
3PLex.com August 2000 - May 2001
Skills
Web Analytics, Account Management, Mobile Marketing, Mobile Strategy, Business Development, Partner Development, Customer Acquisition..., Mobile Advertising, Management, Digital Media, Enterprise Software, Digital Strategy, Mobile Devices, Product Management, Strategic Partnerships, Start-ups, Product Marketing, Leadership, SaaS, Strategy, CRM, Digital Marketing, Marketing, Advertising, Team Leadership, Mobile Applications, Pre-sales, Mobile Internet, Mobile Technology, Strategic Planning, E-commerce, Lead Generation
Education
Boston University - School of Management 2004 — 2007
MBA
Colorado State University 1996 — 2000
B.S. Business
Wells Fargo December 2013 - Present
DataXu February 2013 - November 2013
Velti June 2012 - February 2013
Velti February 2010 - June 2012
5th Finger June 2008 - January 2010
VeriSign (formerly mQube) January 2006 - June 2008
Boston University 2003 - 2007
AHI June 2001 - January 2006
3PLex.com August 2000 - May 2001
Skills
Web Analytics, Account Management, Mobile Marketing, Mobile Strategy, Business Development, Partner Development, Customer Acquisition..., Mobile Advertising, Management, Digital Media, Enterprise Software, Digital Strategy, Mobile Devices, Product Management, Strategic Partnerships, Start-ups, Product Marketing, Leadership, SaaS, Strategy, CRM, Digital Marketing, Marketing, Advertising, Team Leadership, Mobile Applications, Pre-sales, Mobile Internet, Mobile Technology, Strategic Planning, E-commerce, Lead Generation
Education
Boston University - School of Management 2004 — 2007
MBA
Colorado State University 1996 — 2000
B.S. Business
Chris Keen Chris Keen's Wells Fargo Experience October 2013 - Present
Job Product Manager, Digital Channels Group at Wells Fargo
Industry Internet
Experience
Wells Fargo October 2013 - Present
Comrade April 2010 - May 2013
Wells Fargo May 2009 - March 2010
Washington Mutual, Inc. May 2007 - January 2009
FriendFinder, Inc. April 2004 - May 2007
Larz Anderson Auto Museum May 2002 - August 2003
10Blade, Inc. September 2002 - April 2003
GetThere, a Sabre Company September 1999 - August 2001
PointCast, Inc. September 1998 - September 1999
Abbott Laboratories, Diagnostic Division August 1995 - September 1998
Skills
Product Management, E-commerce, Strategy, Project Management, Cross-functional Team..., Digital Marketing, User Experience, Management, SDLC, Online Marketing, Integration, Financial Services, Marketing, Start-ups, Web Design, Training
Education
Boston University Questrom School of Business 2001 — 2003
MBA, Technology Management
Boston University Questrom School of Business 2001 — 2003
Master of Science, Information Systems
Santa Clara University 1992 — 1996
Bachelor of Science, Marketing
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 1994 — 1995
n/a, Business
Louise-Schroeder-Gymnasium 1990 — 1991
Foreign Exchange in Munich, Germany
Wells Fargo October 2013 - Present
Comrade April 2010 - May 2013
Wells Fargo May 2009 - March 2010
Washington Mutual, Inc. May 2007 - January 2009
FriendFinder, Inc. April 2004 - May 2007
Larz Anderson Auto Museum May 2002 - August 2003
10Blade, Inc. September 2002 - April 2003
GetThere, a Sabre Company September 1999 - August 2001
PointCast, Inc. September 1998 - September 1999
Abbott Laboratories, Diagnostic Division August 1995 - September 1998
Skills
Product Management, E-commerce, Strategy, Project Management, Cross-functional Team..., Digital Marketing, User Experience, Management, SDLC, Online Marketing, Integration, Financial Services, Marketing, Start-ups, Web Design, Training
Education
Boston University Questrom School of Business 2001 — 2003
MBA, Technology Management
Boston University Questrom School of Business 2001 — 2003
Master of Science, Information Systems
Santa Clara University 1992 — 1996
Bachelor of Science, Marketing
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 1994 — 1995
n/a, Business
Louise-Schroeder-Gymnasium 1990 — 1991
Foreign Exchange in Munich, Germany
Molli Fearins's Wells Fargo Experience September 2011 - December 2014
Job Development Specialist/Principal Consultant
Industry Financial Services
Experience
Wells Fargo September 2011 - December 2014
PNC December 2009 - August 2011
M. A. Enterprises for PPG LLC, PGA LLC, AP Entertainment LLC, DVH INC 1997 - 2007
United Home Savings LLC 1998 - 2002
Coldwell Banker Realty, INC August 1995 - January 1998
Town & Country Trust 1987 - 1995
Education
Boston University
Wells Fargo September 2011 - December 2014
PNC December 2009 - August 2011
M. A. Enterprises for PPG LLC, PGA LLC, AP Entertainment LLC, DVH INC 1997 - 2007
United Home Savings LLC 1998 - 2002
Coldwell Banker Realty, INC August 1995 - January 1998
Town & Country Trust 1987 - 1995
Education
Boston University
Liz Mellers (Freidinger) Liz Mellers (Freidinger)'s Wells Fargo Experience July 2015 - Present
Job VP, Digital Payments Marketing at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo July 2015 - Present
Visa Inc July 2013 - June 2015
PNC Financial Services Group May 2010 - June 2013
PNC Financial Services Group June 2008 - May 2010
Golden Gate Universtiy December 2006 - December 2007
Goodby, Silverstein & Partners May 2005 - December 2006
Vilas Advertising June 2004 - May 2005
Skills
Competitive Analysis, Integrated Marketing, Marketing Communications, Market Research, Marketing Strategy, Social Media Marketing, Cross-functional Team..., Account Management, Marketing, Public Relations, Advertising, Strategic Planning, Email Marketing, Product Marketing, Online Advertising, Digital Marketing, Diversity & Inclusion, Direct Marketing, Event Management, Strategy, Management, Program Management, Strategic Partnerships, Segmentation, Marketing Research
Education
Golden Gate University 2007 — 2009
MBA
Boston University 1999 — 2003
B.S.
Germantown Academy 1996 — 1999
High School
Wells Fargo July 2015 - Present
Visa Inc July 2013 - June 2015
PNC Financial Services Group May 2010 - June 2013
PNC Financial Services Group June 2008 - May 2010
Golden Gate Universtiy December 2006 - December 2007
Goodby, Silverstein & Partners May 2005 - December 2006
Vilas Advertising June 2004 - May 2005
Skills
Competitive Analysis, Integrated Marketing, Marketing Communications, Market Research, Marketing Strategy, Social Media Marketing, Cross-functional Team..., Account Management, Marketing, Public Relations, Advertising, Strategic Planning, Email Marketing, Product Marketing, Online Advertising, Digital Marketing, Diversity & Inclusion, Direct Marketing, Event Management, Strategy, Management, Program Management, Strategic Partnerships, Segmentation, Marketing Research
Education
Golden Gate University 2007 — 2009
MBA
Boston University 1999 — 2003
B.S.
Germantown Academy 1996 — 1999
High School
Tyrone Wallace Tyrone Wallace's Wells Fargo Experience April 2011 - July 2013
Job Mortgage Consultant, Wells Fargo Home Mortgage, NMLSR 1098754
Industry Financial Services
Experience
Wells Fargo Home Mortgage. July 2013 - Present
Wells Fargo April 2011 - July 2013
Wells Fargo January 2009 - April 2011
Wells Fargo August 2006 - January 2009
Skills
Banking, Commercial Lending, Credit, Competitive Analysis, Management, Retail Banking, Customer Satisfaction, Mortgage Lending, Sales, Cross Selling, Leadership, Business Strategy, Strategy, Business Development, Finance, Team Building, Start-ups, Marketing, Cash Management, Budgets, Consumer Lending, Forecasting, Loans, Portfolio Management, Relationship Management, Retail, Small Business Lending, Risk Management, Commercial Banking, Lines Of Credit, Financial Services, Credit Analysis, Loan Origination
Education
Pacific Coast Banking School 2005 — 2007
Banking, Corporate, Finance
National University 1986 — 1987
Bachelor's degree, Business Administration and Management, Real Estate
University of California, Los Angeles 1980 — 1982
Biology, General
Boston University 1979 — 1980
Biology, General
Wells Fargo Home Mortgage. July 2013 - Present
Wells Fargo April 2011 - July 2013
Wells Fargo January 2009 - April 2011
Wells Fargo August 2006 - January 2009
Skills
Banking, Commercial Lending, Credit, Competitive Analysis, Management, Retail Banking, Customer Satisfaction, Mortgage Lending, Sales, Cross Selling, Leadership, Business Strategy, Strategy, Business Development, Finance, Team Building, Start-ups, Marketing, Cash Management, Budgets, Consumer Lending, Forecasting, Loans, Portfolio Management, Relationship Management, Retail, Small Business Lending, Risk Management, Commercial Banking, Lines Of Credit, Financial Services, Credit Analysis, Loan Origination
Education
Pacific Coast Banking School 2005 — 2007
Banking, Corporate, Finance
National University 1986 — 1987
Bachelor's degree, Business Administration and Management, Real Estate
University of California, Los Angeles 1980 — 1982
Biology, General
Boston University 1979 — 1980
Biology, General
Gerald E. Bolden's Wells Fargo Experience October 2014 - January 2015
Job Business Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - January 2015
American Red Cross October 2004 - October 2014
Mars October 2003 - October 2004
Skills
Management, Process Improvement, Budgets, Microsoft Word, Time Management, Customer Service, Financial Analysis, Microsoft Office, Microsoft Excel, Outlook, Microsoft Access, Microsoft Powerpoint
Education
Saint Leo University 2007 — 2009
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Bowie State University 1988 — 1990
Business Administration and Management, General
Wells Fargo October 2014 - January 2015
American Red Cross October 2004 - October 2014
Mars October 2003 - October 2004
Skills
Management, Process Improvement, Budgets, Microsoft Word, Time Management, Customer Service, Financial Analysis, Microsoft Office, Microsoft Excel, Outlook, Microsoft Access, Microsoft Powerpoint
Education
Saint Leo University 2007 — 2009
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Bowie State University 1988 — 1990
Business Administration and Management, General
Ryan Casey's Wells Fargo Experience October 2014 - Present
Job Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Oracle June 2013 - August 2013
Smart and Final June 2012 - August 2012
Ashwill Associates June 2012 - August 2012
Fabritec Structures May 2011 - August 2011
LEADERSHIPClub Strive April 2009 - April 2010
Skills
Microsoft Office, Photoshop, Public Speaking, Team Leadership, Microsoft Excel, Microsoft Word
Education
Boston University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Boston University - School of Management 2010 — 2014
Bachelor of Science, Business Administration
Wells Fargo October 2014 - Present
Oracle June 2013 - August 2013
Smart and Final June 2012 - August 2012
Ashwill Associates June 2012 - August 2012
Fabritec Structures May 2011 - August 2011
LEADERSHIPClub Strive April 2009 - April 2010
Skills
Microsoft Office, Photoshop, Public Speaking, Team Leadership, Microsoft Excel, Microsoft Word
Education
Boston University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Boston University - School of Management 2010 — 2014
Bachelor of Science, Business Administration
Crosley Jackson Crosley Jackson's Wells Fargo Experience February 2012 - May 2013
Job Associate Sales Consultant at Oracle
Industry Computer Software
Experience
Oracle June 2013 - Present
Wells Fargo February 2012 - May 2013
Wells Fargo June 2010 - May 2012
Wells Fargo (Formerly Evergreen Investments) November 2006 - June 2010
Evergreen Investments November 2006 - June 2008
Evergreen Investments September 2005 - November 2006
Skills
Team Leadership, Financial Analysis, Financial Reporting, Organizational..., Process Efficiency, Financial Audits, Strategic Thinking, Motivated self-starter, Situational Leadership, Microsoft Office, Relationship Management, Time Management, Business Process..., Business Analysis, Analysis, Management, Process Improvement, Leadership, Project Management, Training, Finance, Portfolio Management, Access, Essbase, Hyperion Planning, Hyperion EPM, Hyperion Financial..., EPM
Education
Boston University - School of Management 2010 — 2013
MBA, Business Administration
University of Rhode Island - College of Business Administration 1999 — 2005
BS, Business Administration
Oracle June 2013 - Present
Wells Fargo February 2012 - May 2013
Wells Fargo June 2010 - May 2012
Wells Fargo (Formerly Evergreen Investments) November 2006 - June 2010
Evergreen Investments November 2006 - June 2008
Evergreen Investments September 2005 - November 2006
Skills
Team Leadership, Financial Analysis, Financial Reporting, Organizational..., Process Efficiency, Financial Audits, Strategic Thinking, Motivated self-starter, Situational Leadership, Microsoft Office, Relationship Management, Time Management, Business Process..., Business Analysis, Analysis, Management, Process Improvement, Leadership, Project Management, Training, Finance, Portfolio Management, Access, Essbase, Hyperion Planning, Hyperion EPM, Hyperion Financial..., EPM
Education
Boston University - School of Management 2010 — 2013
MBA, Business Administration
University of Rhode Island - College of Business Administration 1999 — 2005
BS, Business Administration
JR Lopez's Wells Fargo Experience February 2008 - December 2009
Job Regional Director at Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P.
Industry Financial Services
Experience
Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P. March 2014 - Present
Primerica October 2013 - February 2014
Primerica September 2012 - October 2013
Primerica February 2011 - September 2012
Wells Fargo February 2008 - December 2009
Legg Mason July 2002 - May 2007
NYSE Euronext July 1999 - March 2001
Skills
Series 63, Series 7, Series 6, Mutual Funds, Fixed Annuities, FINRA, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, 401k, Retirement Planning, Securities, Wealth Management, Series 65, Investments, Asset Managment, Alternative Investments, Strategic Financial..., Active Series 7, Series..., IT Service Management, Spanish-speaking, Long Term Care Insurance, Term Life Insurance, Property & Casualty..., Portfolio Management, ETFs, Asset Management, Financial Planning
Education
Boston University - School of Management 1995 — 1999
BSBA, FINANCE
Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P. March 2014 - Present
Primerica October 2013 - February 2014
Primerica September 2012 - October 2013
Primerica February 2011 - September 2012
Wells Fargo February 2008 - December 2009
Legg Mason July 2002 - May 2007
NYSE Euronext July 1999 - March 2001
Skills
Series 63, Series 7, Series 6, Mutual Funds, Fixed Annuities, FINRA, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, 401k, Retirement Planning, Securities, Wealth Management, Series 65, Investments, Asset Managment, Alternative Investments, Strategic Financial..., Active Series 7, Series..., IT Service Management, Spanish-speaking, Long Term Care Insurance, Term Life Insurance, Property & Casualty..., Portfolio Management, ETFs, Asset Management, Financial Planning
Education
Boston University - School of Management 1995 — 1999
BSBA, FINANCE
Rob Whartenby Rob Whartenby's Wells Fargo Experience 2007 - 2008
Job Credit Risk Leader Seeking New Opportunities Following Successful Sale of Bank
Industry Financial Services
Experience
Credit Risk Process Transformation January 2015 - Present
First Federal Savings Bank - www.ffsbky.com July 2013 - January 2015
First Tennessee Bank May 2008 - March 2013
Wells Fargo 2007 - 2008
GE Capital 1998 - 2007
Skills
Credit, Commercial Lending, Financial Risk, Credit Risk, Portfolio Management, Syndications, Banking, Credit Analysis, Risk Management, Commercial Banking, Underwriting, Commercial Mortgages, Corporate Finance, Loans, Financial Structuring, Finance, Asset Based Lending, Mergers & Acquisitions, Loan Origination, Relationship Management, Due Diligence, Leadership, Financial Services, Structured Finance, Cash Management, Asset Management, Financial Modeling, Financial Analysis, Financial Institutions, Valuation
Education
Boston University Graduate School of Management
Master of Business Administration (Honors), Finance and Financial Management Services
Rhodes College
Bachelor's degree
Credit Risk Process Transformation January 2015 - Present
First Federal Savings Bank - www.ffsbky.com July 2013 - January 2015
First Tennessee Bank May 2008 - March 2013
Wells Fargo 2007 - 2008
GE Capital 1998 - 2007
Skills
Credit, Commercial Lending, Financial Risk, Credit Risk, Portfolio Management, Syndications, Banking, Credit Analysis, Risk Management, Commercial Banking, Underwriting, Commercial Mortgages, Corporate Finance, Loans, Financial Structuring, Finance, Asset Based Lending, Mergers & Acquisitions, Loan Origination, Relationship Management, Due Diligence, Leadership, Financial Services, Structured Finance, Cash Management, Asset Management, Financial Modeling, Financial Analysis, Financial Institutions, Valuation
Education
Boston University Graduate School of Management
Master of Business Administration (Honors), Finance and Financial Management Services
Rhodes College
Bachelor's degree
Stephanie Slusher's Wells Fargo Experience September 2014 - Present
Job Meeting & Event Manager at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo September 2014 - Present
The Fairmont San Francisco March 2014 - July 2014
Questex Media Group April 2013 - February 2014
Questex Media Group February 2012 - April 2013
Questex Media Group August 2011 - February 2012
Questex Media Group July 2010 - August 2011
The Sports Club/LA 2008 - July 2010
Gray & Rice Public Relations December 2008 - March 2009
Focus Communications January 2008 - March 2008
Skills
Event Management, Trade Shows, Event Planning, Public Relations, Social Media Marketing, Social Media, Marketing Communications, Advertising, Customer Service, Online Marketing, Sponsorship, Marketing, Corporate Events, Hospitality, Marketing Strategy, Press Releases
Education
Boston University
B.S. in Communication, Public Relations
Wells Fargo September 2014 - Present
The Fairmont San Francisco March 2014 - July 2014
Questex Media Group April 2013 - February 2014
Questex Media Group February 2012 - April 2013
Questex Media Group August 2011 - February 2012
Questex Media Group July 2010 - August 2011
The Sports Club/LA 2008 - July 2010
Gray & Rice Public Relations December 2008 - March 2009
Focus Communications January 2008 - March 2008
Skills
Event Management, Trade Shows, Event Planning, Public Relations, Social Media Marketing, Social Media, Marketing Communications, Advertising, Customer Service, Online Marketing, Sponsorship, Marketing, Corporate Events, Hospitality, Marketing Strategy, Press Releases
Education
Boston University
B.S. in Communication, Public Relations
Candice Kim Candice Kim's Wells Fargo Experience June 2007 - January 2010
Job Trust & Estates Attorney
Industry Law Practice
Experience
Self-employed February 2010 - Present
Wells Fargo June 2007 - January 2010
Parsons Farnell & Grein LLP January 2005 - October 2006
Skills
Estate Planning, Estate Tax Planning, Trusts, Estate Administration, Preparation of Wills, Finance
Education
Boston University School of Law 2000 — 2003
Doctor of Law (JD), Law
University of Washington 1996 — 1999
Bachelor of Arts (BA), Business Administration and Management, General
Self-employed February 2010 - Present
Wells Fargo June 2007 - January 2010
Parsons Farnell & Grein LLP January 2005 - October 2006
Skills
Estate Planning, Estate Tax Planning, Trusts, Estate Administration, Preparation of Wills, Finance
Education
Boston University School of Law 2000 — 2003
Doctor of Law (JD), Law
University of Washington 1996 — 1999
Bachelor of Arts (BA), Business Administration and Management, General
Ian McIntire's Wells Fargo Experience August 2015 - Present
Job Analyst Multifamily Capital at Wells Fargo
Industry Real Estate
Experience
Wells Fargo August 2015 - Present
CellInfo, LLC July 2014 - May 2015
Inbound Real Estate October 2013 - May 2015
Duffy Properties May 2014 - August 2014
Talkable July 2012 - September 2013
Boston University School of Management September 2012 - December 2012
Skills
Social Media, Public Speaking, Social Media Marketing, Microsoft Excel, Facebook, Data Analysis, PowerPoint, Microsoft Word, Mandarin, Event Planning, Market Research, Management, Social Networking, Business Development, HTML, CSS, Teamwork, Team Leadership, Project Management, Articulation
Education
Boston University 2011 — 2015
Bachelor's Degree, Business Administration and Management, General
Lynnfield High School 2008 — 2011
Brewster Academy
Wells Fargo August 2015 - Present
CellInfo, LLC July 2014 - May 2015
Inbound Real Estate October 2013 - May 2015
Duffy Properties May 2014 - August 2014
Talkable July 2012 - September 2013
Boston University School of Management September 2012 - December 2012
Skills
Social Media, Public Speaking, Social Media Marketing, Microsoft Excel, Facebook, Data Analysis, PowerPoint, Microsoft Word, Mandarin, Event Planning, Market Research, Management, Social Networking, Business Development, HTML, CSS, Teamwork, Team Leadership, Project Management, Articulation
Education
Boston University 2011 — 2015
Bachelor's Degree, Business Administration and Management, General
Lynnfield High School 2008 — 2011
Brewster Academy
Johnita Thompson Johnita Thompson's Wells Fargo Experience January 2014 - June 2015
Job Graphic Designer at Siyou Designs
Industry Graphic Design
Experience
Independent June 2015 - Present
Siyou Designs June 2009 - Present
Wells Fargo January 2014 - June 2015
Day 1 Productions Inc July 2012 - May 2013
Skills
Graphic Design, Digital Imaging, Illustration, Layout, Photo Touch-up, Adobe Creative Suite, Microsoft Office, Fine Art, Photography, Image Manipulation, Advertising, Visual Communication, Illustrator, Logo Design, Graphics, InDesign, Brochures, Photoshop, Social Media, Customer Service, Microsoft Word, Microsoft Excel, Mac, Social Networking, Public Speaking
Education
Bowie State University 2008 — 2013
Visual Communications and Digital Media Arts (VCDMA), Graphic Design, 3.4
Bowie State University
Bachelor of Science (B.S.), Graphic Design
Independent June 2015 - Present
Siyou Designs June 2009 - Present
Wells Fargo January 2014 - June 2015
Day 1 Productions Inc July 2012 - May 2013
Skills
Graphic Design, Digital Imaging, Illustration, Layout, Photo Touch-up, Adobe Creative Suite, Microsoft Office, Fine Art, Photography, Image Manipulation, Advertising, Visual Communication, Illustrator, Logo Design, Graphics, InDesign, Brochures, Photoshop, Social Media, Customer Service, Microsoft Word, Microsoft Excel, Mac, Social Networking, Public Speaking
Education
Bowie State University 2008 — 2013
Visual Communications and Digital Media Arts (VCDMA), Graphic Design, 3.4
Bowie State University
Bachelor of Science (B.S.), Graphic Design
Faisal Tarazi's Wells Fargo Experience July 2014 - December 2014
Job Underwriting Associate at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance December 2014 - Present
Wells Fargo July 2014 - December 2014
Wells Fargo Capital Finance January 2014 - July 2014
Wells Fargo Capital Finance September 2011 - January 2014
UBS June 2010 - May 2011
Skills
Finance, Financial Analysis, Corporate Finance, Banking, Credit, Risk Management, Microsoft Office, Microsoft Excel, Credit Analysis, Financial Services, Business Analysis, Credit Risk, PowerPoint, Analysis, Microsoft Word, Asset Based Lending, Underwriting
Education
Boston University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Wells Fargo Capital Finance December 2014 - Present
Wells Fargo July 2014 - December 2014
Wells Fargo Capital Finance January 2014 - July 2014
Wells Fargo Capital Finance September 2011 - January 2014
UBS June 2010 - May 2011
Skills
Finance, Financial Analysis, Corporate Finance, Banking, Credit, Risk Management, Microsoft Office, Microsoft Excel, Credit Analysis, Financial Services, Business Analysis, Credit Risk, PowerPoint, Analysis, Microsoft Word, Asset Based Lending, Underwriting
Education
Boston University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Anna Wirth-Granlund, CPCU, ARM-E Anna Wirth-Granlund, CPCU, ARM-E's Wells Fargo Experience June 2007 - January 2008
Job Risk and Project Management Specialist at Temple University Health System
Industry Insurance
Experience
Temple University Health System August 2015 - Present
Garces Restaurant Group March 2013 - Present
ISO February 2015 - July 2015
ISO May 2013 - February 2015
Brulee Catering April 2010 - April 2014
Travelers May 2012 - February 2013
Temple University September 2007 - November 2010
Wells Fargo June 2007 - January 2008
Skills
Analysis, Management, Risk Management, Microsoft Office, Microsoft Excel, PowerPoint, Insurance, Property & Casualty..., Public Speaking
Education
Boston University 2015 — 2017
Master of Science (M.S.), Insurance Management
Temple University - Fox School of Business and Management 2007 — 2012
Bachelor of Business Administration (B.B.A.), Risk Management & Insurnace
Temple University Health System August 2015 - Present
Garces Restaurant Group March 2013 - Present
ISO February 2015 - July 2015
ISO May 2013 - February 2015
Brulee Catering April 2010 - April 2014
Travelers May 2012 - February 2013
Temple University September 2007 - November 2010
Wells Fargo June 2007 - January 2008
Skills
Analysis, Management, Risk Management, Microsoft Office, Microsoft Excel, PowerPoint, Insurance, Property & Casualty..., Public Speaking
Education
Boston University 2015 — 2017
Master of Science (M.S.), Insurance Management
Temple University - Fox School of Business and Management 2007 — 2012
Bachelor of Business Administration (B.B.A.), Risk Management & Insurnace
Alexandra Miniutti's Wells Fargo Experience June 2011 - August 2011
Job ECommerce Sales at Kuehne + Nagel
Industry Logistics and Supply Chain
Experience
Kuehne + Nagel April 2015 - Present
Kuehne + Nagel June 2013 - May 2015
Boston University August 2012 - May 2013
Wells Fargo June 2011 - August 2011
Macy's May 2011 - August 2011
Skills
Teamwork, Social Networking, Data Entry, Microsoft Office, Sales Performance..., General Administrative..., English to French, Sales, Customer Service, Employee Training, Program Coordination, Reporting & Analysis, Presentation Development, Visual Communication, Windows, iWork, Microsoft Office Suite, Digital Organization, Mac OS, French to English, Marketing, Zepol
Education
Boston University 2010 — 2013
Bachelor of Arts (B.A.)
Edina High School 2007 — 2010
Kuehne + Nagel April 2015 - Present
Kuehne + Nagel June 2013 - May 2015
Boston University August 2012 - May 2013
Wells Fargo June 2011 - August 2011
Macy's May 2011 - August 2011
Skills
Teamwork, Social Networking, Data Entry, Microsoft Office, Sales Performance..., General Administrative..., English to French, Sales, Customer Service, Employee Training, Program Coordination, Reporting & Analysis, Presentation Development, Visual Communication, Windows, iWork, Microsoft Office Suite, Digital Organization, Mac OS, French to English, Marketing, Zepol
Education
Boston University 2010 — 2013
Bachelor of Arts (B.A.)
Edina High School 2007 — 2010
Christian Klein's Wells Fargo Experience August 2006 - October 2007
Job President at KleinBank Chaska
Industry Banking
Experience
KleinBank December 2013 - Present
KleinBank June 2011 - Present
KleinBank July 2009 - June 2011
KleinBank October 2007 - June 2009
Wells Fargo August 2006 - October 2007
Decorah Bank & Trust July 2005 - June 2006
Skills
Small Business Lending, Commercial Banking, SBA, Loans, Banking, Credit, Commercial Lending, Credit Analysis, Loan Origination, Mortgage Lending, Commercial Mortgages, Lines Of Credit, Retail Banking, Underwriting, Refinance, Cash Management, Financial Analysis, Strategic Financial..., Portfolio Management, Asset Based Lending, Finance, Credit Risk, Mortgage Banking, Real Estate, Consumer Lending, Relationship Management, Risk Management, Cash Flow, Commercial Real Estate, Treasury Management, Middle Market, Real Estate Lending, Deposits, Cash Flow Lending, Construction Loans, SBA 504, Residential Mortgages, Home Equity Loans, Branch Management, Banking Relationships, Treasury Services
Education
Boston University Graduate School of Management 2012 — 2014
Master of Science in Banking and Finance, Banking and Financial Support Services
Luther College 2001 — 2005
Business Management
KleinBank December 2013 - Present
KleinBank June 2011 - Present
KleinBank July 2009 - June 2011
KleinBank October 2007 - June 2009
Wells Fargo August 2006 - October 2007
Decorah Bank & Trust July 2005 - June 2006
Skills
Small Business Lending, Commercial Banking, SBA, Loans, Banking, Credit, Commercial Lending, Credit Analysis, Loan Origination, Mortgage Lending, Commercial Mortgages, Lines Of Credit, Retail Banking, Underwriting, Refinance, Cash Management, Financial Analysis, Strategic Financial..., Portfolio Management, Asset Based Lending, Finance, Credit Risk, Mortgage Banking, Real Estate, Consumer Lending, Relationship Management, Risk Management, Cash Flow, Commercial Real Estate, Treasury Management, Middle Market, Real Estate Lending, Deposits, Cash Flow Lending, Construction Loans, SBA 504, Residential Mortgages, Home Equity Loans, Branch Management, Banking Relationships, Treasury Services
Education
Boston University Graduate School of Management 2012 — 2014
Master of Science in Banking and Finance, Banking and Financial Support Services
Luther College 2001 — 2005
Business Management
Karen Makela Karen Makela's Wells Fargo Experience April 2014 - Present
Job Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Skills
Business Analysis, SDLC, Process Improvement, Vendor Management, Visio, Leadership, Team Building
Education
Boston University - Metropolitan College 2007 — 2010
Master's degree, Project Management
University of Minnesota-Morris 1981 — 1984
Bachelor of Science (B.S.), Psychology
Wells Fargo April 2014 - Present
Skills
Business Analysis, SDLC, Process Improvement, Vendor Management, Visio, Leadership, Team Building
Education
Boston University - Metropolitan College 2007 — 2010
Master's degree, Project Management
University of Minnesota-Morris 1981 — 1984
Bachelor of Science (B.S.), Psychology
Eric Olin's Wells Fargo Experience February 2004 - Present
Job Bank teller at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2004 - Present
City of Providence June 1996 - October 2002
Production Assistant on Film & Television Projects June 1992 - April 1994
News Department Intern September 1988 - October 1990
Skills
Local Government, Public Relations, Public Speaking, Marketing, Copywriting, Copy Editing, Project Coordination, Event Planning
Education
Boston University 1990 — 1993
Bachelor of Science, Broadcast and Film Production, Communications
Wells Fargo February 2004 - Present
City of Providence June 1996 - October 2002
Production Assistant on Film & Television Projects June 1992 - April 1994
News Department Intern September 1988 - October 1990
Skills
Local Government, Public Relations, Public Speaking, Marketing, Copywriting, Copy Editing, Project Coordination, Event Planning
Education
Boston University 1990 — 1993
Bachelor of Science, Broadcast and Film Production, Communications
Jennifer B. Wills Jennifer B. Wills's Wells Fargo Experience 2006 - 2009
Job Associate Corporate Counsel at Paradysz
Industry Marketing and Advertising
Experience
Paradysz October 2010 - Present
PM Digital 2010 - Present
Yogorino San Francisco January 2011 - 2013
Wells Fargo 2006 - 2009
Wilmington Trust 2001 - 2006
Citi 1996 - 2001
Skills
Wealth Management, Direct Marketing, Asset Management, Strategic Planning, Business Development, New Business Development, Private Equity, Small Business, Analytics, E-commerce, Negotiation, Digital Marketing, Online Advertising, Strategic Partnerships, CRM, Customer Acquisition, SEM, Management, Email Marketing
Education
Villanova Law School 1992 — 1995
Doctor of Law (J.D.), Law
Boston University 1989 — 1992
Bachelor's degree, Political Science and Government
Paradysz October 2010 - Present
PM Digital 2010 - Present
Yogorino San Francisco January 2011 - 2013
Wells Fargo 2006 - 2009
Wilmington Trust 2001 - 2006
Citi 1996 - 2001
Skills
Wealth Management, Direct Marketing, Asset Management, Strategic Planning, Business Development, New Business Development, Private Equity, Small Business, Analytics, E-commerce, Negotiation, Digital Marketing, Online Advertising, Strategic Partnerships, CRM, Customer Acquisition, SEM, Management, Email Marketing
Education
Villanova Law School 1992 — 1995
Doctor of Law (J.D.), Law
Boston University 1989 — 1992
Bachelor's degree, Political Science and Government
Roy Morioka Roy Morioka's Wells Fargo Experience October 1999 - November 2004
Job System Administrator II at Sprint/Clearwire
Industry Telecommunications
Experience
Clearwire / Sprint February 2012 - Present
Clearwire July 2011 - February 2012
Avis Budget Group November 2010 - July 2011
Microsoft August 2010 - November 2010
Silicon Valley Medical Instruments, Inc. May 2008 - July 2009
Microsoft January 2007 - April 2008
Preservation Data. Inc. February 2006 - December 2006
Mercedes-Benz USA April 2005 - October 2005
Wells Fargo October 1999 - November 2004
Skills
Microsoft Word, System Administration, Microsoft Excel, Microsoft Office, Team Building, Customer Service, PowerPoint, Troubleshooting, Windows Server, Powershell, SCCM, Technical Support, Visio, SharePoint, System Deployment, DNS, Windows 7, Active Directory, Microsoft Exchange, Servers, Wireless Networking, VPN, TCP/IP, Routers, Networking, Switches, Cisco Technologies, Data Center, VMware, XP, Desktop Administration, Software Installation, Hardware, IIS, Network Security, Virtualization, Information Technology, Windows, IT Operations, Disaster Recovery, Security, Telecommunications, Operating Systems, Software Documentation, Access, VoIP, Linux, ITIL, Microsoft Technologies, Integration
Education
Heald College-Hayward 1994 — 1995
Associate of Arts and Sciences (AAS), Computer Technology/Computer Systems Technology
Boston University 1984 — 1985
Electrical and Electronics Engineering
Mid-Pacific Institute 1979 — 1984
High School, Secondary Diploma Programs
Clearwire / Sprint February 2012 - Present
Clearwire July 2011 - February 2012
Avis Budget Group November 2010 - July 2011
Microsoft August 2010 - November 2010
Silicon Valley Medical Instruments, Inc. May 2008 - July 2009
Microsoft January 2007 - April 2008
Preservation Data. Inc. February 2006 - December 2006
Mercedes-Benz USA April 2005 - October 2005
Wells Fargo October 1999 - November 2004
Skills
Microsoft Word, System Administration, Microsoft Excel, Microsoft Office, Team Building, Customer Service, PowerPoint, Troubleshooting, Windows Server, Powershell, SCCM, Technical Support, Visio, SharePoint, System Deployment, DNS, Windows 7, Active Directory, Microsoft Exchange, Servers, Wireless Networking, VPN, TCP/IP, Routers, Networking, Switches, Cisco Technologies, Data Center, VMware, XP, Desktop Administration, Software Installation, Hardware, IIS, Network Security, Virtualization, Information Technology, Windows, IT Operations, Disaster Recovery, Security, Telecommunications, Operating Systems, Software Documentation, Access, VoIP, Linux, ITIL, Microsoft Technologies, Integration
Education
Heald College-Hayward 1994 — 1995
Associate of Arts and Sciences (AAS), Computer Technology/Computer Systems Technology
Boston University 1984 — 1985
Electrical and Electronics Engineering
Mid-Pacific Institute 1979 — 1984
High School, Secondary Diploma Programs
Tiffany Leong Tiffany Leong's Wells Fargo Experience June 2014 - Present
Job Communications Associate I at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo June 2014 - Present
BCBGMAXAZRIAGROUP August 2013 - December 2013
Michael Kors August 2012 - August 2013
Solazyme, Inc. July 2011 - June 2012
PMK*BNC January 2011 - April 2011
Event Video Company January 2011 - April 2011
Tiffany & Co. December 2010 - January 2011
Tiffany & Co. June 2010 - August 2010
Skills
Media Relations, Event Management, CRM, Public Relations, Social Media Marketing, Sales, Retail, Management, Facebook, Teamwork
Education
Boston University Study Abroad 2011 — 2011
Los Angeles Internship Program
Boston University 2007 — 2011
Bachelor of Science, Communication—Public Relations
University of California, Berkeley
Certificate Program in Marketing, Continuing Education
Wells Fargo June 2014 - Present
BCBGMAXAZRIAGROUP August 2013 - December 2013
Michael Kors August 2012 - August 2013
Solazyme, Inc. July 2011 - June 2012
PMK*BNC January 2011 - April 2011
Event Video Company January 2011 - April 2011
Tiffany & Co. December 2010 - January 2011
Tiffany & Co. June 2010 - August 2010
Skills
Media Relations, Event Management, CRM, Public Relations, Social Media Marketing, Sales, Retail, Management, Facebook, Teamwork
Education
Boston University Study Abroad 2011 — 2011
Los Angeles Internship Program
Boston University 2007 — 2011
Bachelor of Science, Communication—Public Relations
University of California, Berkeley
Certificate Program in Marketing, Continuing Education
Gerta Mujaj's Wells Fargo Experience January 2009 - January 2010
Job mortgage banker
Industry Banking
Experience
Flagstar Bank December 2012 - Present
Immigration Courts 2009 - Present
Mortgage Access Corporation January 2010 - February 2011
Wells Fargo January 2009 - January 2010
Countrywide Home Loans February 2002 - May 2008
Skills
Mortgage Banking, Mortgage Lending, FHA, Loans, Credit, Retail Banking, Banking
Education
Boston University
Economics
SH.M.M.B Durres
Flagstar Bank December 2012 - Present
Immigration Courts 2009 - Present
Mortgage Access Corporation January 2010 - February 2011
Wells Fargo January 2009 - January 2010
Countrywide Home Loans February 2002 - May 2008
Skills
Mortgage Banking, Mortgage Lending, FHA, Loans, Credit, Retail Banking, Banking
Education
Boston University
Economics
SH.M.M.B Durres
Neal Golub, CPA CFE CICA's Wells Fargo Experience August 2004 - June 2005
Job TIAACREF
Industry Investment Management
Experience
TIAA-CREF November 2013 - Present
Everest Reinsurance March 2012 - November 2013
Everest Reinsurance December 2007 - March 2012
Everest Reinsurance July 2007 - December 2007
Everest Reinsurance January 2007 - July 2007
Equinox June 2005 - August 2006
Wells Fargo August 2004 - June 2005
Town Sports International March 2001 - July 2004
Sayreville, NJ Public Schools September 2001 - June 2002
Donaldson, Lufkin & Jenrette March 1996 - January 2001
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Finance, Accounting, Internal Audit, Fraud, Financial Audits, Risk Management, Certified Fraud Examiner, Enterprise Risk..., Management, Financial Analysis, Financial Reporting, Insurance, Sarbanes-Oxley, Financial Risk, US GAAP, Risk Assessment, COSO, Forensic Accounting, SEC filings, Financial Accounting, Corporate Governance, Leadership, Financial Services, Analysis, Strategic Leadership, Leadership Development, Operational Excellence, Business Process..., Strategic Vision
Education
Duke University 2015 — 2016
Certificate in Nonprofit Management
Keller Graduate School of Management of DeVry University 2006 — 2008
Master's degree, Accounting and Financial Management
Rutgers, The State University of New Jersey-Newark 1998 — 2004
MBA, Finance
Boston University - School of Management 1988 — 1992
BSBA, Finance
Sayreville War Memorial HS 1984 — 1988
TIAA-CREF November 2013 - Present
Everest Reinsurance March 2012 - November 2013
Everest Reinsurance December 2007 - March 2012
Everest Reinsurance July 2007 - December 2007
Everest Reinsurance January 2007 - July 2007
Equinox June 2005 - August 2006
Wells Fargo August 2004 - June 2005
Town Sports International March 2001 - July 2004
Sayreville, NJ Public Schools September 2001 - June 2002
Donaldson, Lufkin & Jenrette March 1996 - January 2001
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Finance, Accounting, Internal Audit, Fraud, Financial Audits, Risk Management, Certified Fraud Examiner, Enterprise Risk..., Management, Financial Analysis, Financial Reporting, Insurance, Sarbanes-Oxley, Financial Risk, US GAAP, Risk Assessment, COSO, Forensic Accounting, SEC filings, Financial Accounting, Corporate Governance, Leadership, Financial Services, Analysis, Strategic Leadership, Leadership Development, Operational Excellence, Business Process..., Strategic Vision
Education
Duke University 2015 — 2016
Certificate in Nonprofit Management
Keller Graduate School of Management of DeVry University 2006 — 2008
Master's degree, Accounting and Financial Management
Rutgers, The State University of New Jersey-Newark 1998 — 2004
MBA, Finance
Boston University - School of Management 1988 — 1992
BSBA, Finance
Sayreville War Memorial HS 1984 — 1988
Richard Magrann-Wells's Wells Fargo Experience 1999 - 2004
Job EVP at Willis / North America Practice CoLeader
Industry Insurance
Experience
Willis February 2010 - Present
Committee on Capital Markets Regulation February 2009 - May 2009
GL Property Development 2007 - 2009
Merrill Lynch 2004 - 2007
Wells Fargo 1999 - 2004
Citibank 1985 - 1999
Skills
Compliance, FX, Credit Risk, Debt Markets, Financial Regulation, Foreign Exchange, FX Options, Financial Services, Bond Markets, Financial Risk, Securities, Hedge Funds, Portfolio Management, Banking, Underwriting, AML, Capital Markets, Derivatives, Professional Liability, Insurance, Risk Management, Mergers & Acquisitions, Mutual Funds, Commercial Insurance, Asset Management, Investments, Operational Risk, Due Diligence, Alternative Investments
Education
Boston University School of Law 2009 — 2009
LLM - Banking and Financial Law, Compliance and Regulation of Financial Institutions
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
University of California, Hastings College of the Law 1981 — 1984
JD, Law
University of Southern California 1977 — 1981
BA, Political Science / Intl Relations
Willis February 2010 - Present
Committee on Capital Markets Regulation February 2009 - May 2009
GL Property Development 2007 - 2009
Merrill Lynch 2004 - 2007
Wells Fargo 1999 - 2004
Citibank 1985 - 1999
Skills
Compliance, FX, Credit Risk, Debt Markets, Financial Regulation, Foreign Exchange, FX Options, Financial Services, Bond Markets, Financial Risk, Securities, Hedge Funds, Portfolio Management, Banking, Underwriting, AML, Capital Markets, Derivatives, Professional Liability, Insurance, Risk Management, Mergers & Acquisitions, Mutual Funds, Commercial Insurance, Asset Management, Investments, Operational Risk, Due Diligence, Alternative Investments
Education
Boston University School of Law 2009 — 2009
LLM - Banking and Financial Law, Compliance and Regulation of Financial Institutions
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
University of California, Hastings College of the Law 1981 — 1984
JD, Law
University of Southern California 1977 — 1981
BA, Political Science / Intl Relations
Louis del Valle's Wells Fargo Experience March 2007 - November 2011
Job Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2011 - November 2013
Wells Fargo March 2007 - November 2011
Skills
Finance, Economics, Strategic Planning, Business Planning, Business Strategy, Series 7, Retirement Planning, Wealth Management, Management Consulting, Entrepreneurship, Strategy, Business Development
Education
Boston University
Bachelor of Science (BS), Economics
Rollins College - Crummer Graduate School of Business
Master of Business Administration (MBA), Finance
Bank of America Merrill Lynch November 2011 - November 2013
Wells Fargo March 2007 - November 2011
Skills
Finance, Economics, Strategic Planning, Business Planning, Business Strategy, Series 7, Retirement Planning, Wealth Management, Management Consulting, Entrepreneurship, Strategy, Business Development
Education
Boston University
Bachelor of Science (BS), Economics
Rollins College - Crummer Graduate School of Business
Master of Business Administration (MBA), Finance
Eric Henly Eric Henly's Wells Fargo Experience May 2007 - December 2011
Job Lead Business Systems Administrator
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
East Side Neighborhood Development Company, Inc. August 2010 - March 2015
Wells Fargo May 2007 - December 2011
Wells Fargo March 2003 - May 2007
Wells Fargo March 2001 - March 2003
Wells Fargo March 1999 - March 2001
Wells Fargo March 1997 - March 1999
Norwest Mortgage, Inc. December 1995 - March 1997
Accountemps October 1995 - December 1995
Skills
Management, Strategic Planning, Project Management, Budgets, Nonprofits, Mergers & Acquisitions, Small Business, Leadership, Program Management, Public Speaking, Fundraising, Financial Services, Team Building, Strategy, Leadership Development, Banking
Education
University of Minnesota-Carlson School of Management 2006 — 2010
MBA, Management, Business Strategy
Boston University 1988 — 1989
University of Minnesota-Twin Cities
BA, Political Science
Ameriprise Financial Services, Inc. January 2012 - Present
East Side Neighborhood Development Company, Inc. August 2010 - March 2015
Wells Fargo May 2007 - December 2011
Wells Fargo March 2003 - May 2007
Wells Fargo March 2001 - March 2003
Wells Fargo March 1999 - March 2001
Wells Fargo March 1997 - March 1999
Norwest Mortgage, Inc. December 1995 - March 1997
Accountemps October 1995 - December 1995
Skills
Management, Strategic Planning, Project Management, Budgets, Nonprofits, Mergers & Acquisitions, Small Business, Leadership, Program Management, Public Speaking, Fundraising, Financial Services, Team Building, Strategy, Leadership Development, Banking
Education
University of Minnesota-Carlson School of Management 2006 — 2010
MBA, Management, Business Strategy
Boston University 1988 — 1989
University of Minnesota-Twin Cities
BA, Political Science
David Safanda's Wells Fargo Experience 2007 - 2009
Job Owner, David Safanda Design Solutions
Industry Graphic Design
Experience
David Safanda Design Solutions 2000 - Present
Wells Fargo 2007 - 2009
Education
University of Pennsylvania 1990 — 1993
MFA, Fine Arts
Bowdoin College 1986 — 1990
AB
David Safanda Design Solutions 2000 - Present
Wells Fargo 2007 - 2009
Education
University of Pennsylvania 1990 — 1993
MFA, Fine Arts
Bowdoin College 1986 — 1990
AB
Juliana Burward-Hoy's Wells Fargo Experience October 2012 - Present
Job Fund Reporting Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Wells Fargo June 2011 - September 2012
Merrill Lynch March 2011 - May 2011
Best Buy July 2009 - April 2011
Nordstrom June 2007 - August 2008
Education
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science, Business Administration; Finance
Wells Fargo October 2012 - Present
Wells Fargo June 2011 - September 2012
Merrill Lynch March 2011 - May 2011
Best Buy July 2009 - April 2011
Nordstrom June 2007 - August 2008
Education
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science, Business Administration; Finance
Rai Arsalan Mujahid Rai Arsalan Mujahid's Wells Fargo Experience June 2011 - August 2011
Job Senior Manager, Digital Marketing Analytics and Strategy at TMobile
Industry Telecommunications
Experience
T-Mobile November 2014 - Present
T-Mobile September 2012 - November 2014
Wells Fargo June 2011 - August 2011
Kantar Retail June 2009 - June 2010
Kantar Retail October 2007 - June 2009
Kantar Retail September 2006 - October 2007
Citi May 2005 - July 2005
Citi May 2004 - July 2004
Skills
Financial Modeling, Marketing Strategy, Competitive Analysis, Pricing Strategy, Product Development, Valuation, Web Analytics, Digital Strategy, Digital Marketing, Hadoop, Business Strategy, Team Management, Cross-functional Team..., E-commerce Optimization
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA, Marketing, Finance & Strategy
Bowdoin College 2002 — 2006
B.A, Economics, Mathematics
The London School of Economics and Political Science (LSE) 2004 — 2005
General Course, Economics, Mathematics
Aitchison College 1999 — 2001
Lahore University of Management Sciences
T-Mobile November 2014 - Present
T-Mobile September 2012 - November 2014
Wells Fargo June 2011 - August 2011
Kantar Retail June 2009 - June 2010
Kantar Retail October 2007 - June 2009
Kantar Retail September 2006 - October 2007
Citi May 2005 - July 2005
Citi May 2004 - July 2004
Skills
Financial Modeling, Marketing Strategy, Competitive Analysis, Pricing Strategy, Product Development, Valuation, Web Analytics, Digital Strategy, Digital Marketing, Hadoop, Business Strategy, Team Management, Cross-functional Team..., E-commerce Optimization
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA, Marketing, Finance & Strategy
Bowdoin College 2002 — 2006
B.A, Economics, Mathematics
The London School of Economics and Political Science (LSE) 2004 — 2005
General Course, Economics, Mathematics
Aitchison College 1999 — 2001
Lahore University of Management Sciences
Adrienne Bush Adrienne Bush's Wells Fargo Experience April 2007 - July 2007
Job Senior Manager, Clinical Research at inVentiv Health Clinical
Industry Pharmaceuticals
Experience
inVentiv Health Clinical January 2015 - Present
inVentiv Health Clinical August 2013 - January 2015
PAREXEL July 2007 - June 2013
Wells Fargo April 2007 - July 2007
Citi May 2005 - February 2007
Citi June 2004 - May 2005
Washington Mutual Finance Co May 2001 - June 2004
Inter-American Development Bank March 1999 - February 2001
Skills
Pharmaceutical Industry, Clinical Trials, Management, Clinical Research, Strategy, Strategic Planning, Microsoft Office, Leadership, Recruiting, SOP, Reporting & Analysis, Call Center..., Quality Management, Resource Management, Financial Reporting
Education
Bowie State University 1996 — 1998
Master of Arts (M.A.), Administrative Management/Public Administration
University of Maryland University College
Bachelor of Business Administration (B.B.A.)
inVentiv Health Clinical January 2015 - Present
inVentiv Health Clinical August 2013 - January 2015
PAREXEL July 2007 - June 2013
Wells Fargo April 2007 - July 2007
Citi May 2005 - February 2007
Citi June 2004 - May 2005
Washington Mutual Finance Co May 2001 - June 2004
Inter-American Development Bank March 1999 - February 2001
Skills
Pharmaceutical Industry, Clinical Trials, Management, Clinical Research, Strategy, Strategic Planning, Microsoft Office, Leadership, Recruiting, SOP, Reporting & Analysis, Call Center..., Quality Management, Resource Management, Financial Reporting
Education
Bowie State University 1996 — 1998
Master of Arts (M.A.), Administrative Management/Public Administration
University of Maryland University College
Bachelor of Business Administration (B.B.A.)
Kent Fletcher, MBA's Wells Fargo Experience October 2012 - May 2014
Job Principle Consultant at Iugo Asset Management
Industry Education Management
Experience
Iugo Asset Management October 2013 - Present
University of Phoenix August 2011 - Present
La Isla Magazine March 2007 - April 2015
Wells Fargo October 2012 - May 2014
HT Custom Designs June 2009 - September 2012
University of Phoenix January 2008 - September 2010
Kellogg Brown and Root pty ltd December 2005 - December 2006
United States Marine Corps May 1994 - March 2004
Skills
Marketing, Leadership, Community Outreach, Advertising, Market Analysis, Negotiation, Military, Strategic Communications, Contract Negotiation, Public Relations, Education, Higher Education, Higher Education..., Adult Education, Educational Technology, Educational Leadership, Process Improvement, Research, Staff Development, Training, Coaching, Employee Training, Team Building, Leadership Development, Management, Team Leadership, Customer Service, Policy, Government, Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, Business Communications, Strategic Consulting, Public Speaking, Strategic Planning, Program Management, Operations Management, Project Planning, Marketing Communications, Brand Loyalty, Branding & Identity, Brand Management, Brand Development, Loans, Sales, Online Advertising
Education
Kaplan University 2010 — 2014
Master of Science (M.S.) Psychology - Applied Behavior Analysis, Applied Behavior Analysis
Boston University 2002 — 2009
Master of Science (M.S.), Business Administration and Management, General
University of Kentucky 1993 — 2000
Bachelor of Arts (B.A.), Sociology
Harvard University
Iugo Asset Management October 2013 - Present
University of Phoenix August 2011 - Present
La Isla Magazine March 2007 - April 2015
Wells Fargo October 2012 - May 2014
HT Custom Designs June 2009 - September 2012
University of Phoenix January 2008 - September 2010
Kellogg Brown and Root pty ltd December 2005 - December 2006
United States Marine Corps May 1994 - March 2004
Skills
Marketing, Leadership, Community Outreach, Advertising, Market Analysis, Negotiation, Military, Strategic Communications, Contract Negotiation, Public Relations, Education, Higher Education, Higher Education..., Adult Education, Educational Technology, Educational Leadership, Process Improvement, Research, Staff Development, Training, Coaching, Employee Training, Team Building, Leadership Development, Management, Team Leadership, Customer Service, Policy, Government, Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, Business Communications, Strategic Consulting, Public Speaking, Strategic Planning, Program Management, Operations Management, Project Planning, Marketing Communications, Brand Loyalty, Branding & Identity, Brand Management, Brand Development, Loans, Sales, Online Advertising
Education
Kaplan University 2010 — 2014
Master of Science (M.S.) Psychology - Applied Behavior Analysis, Applied Behavior Analysis
Boston University 2002 — 2009
Master of Science (M.S.), Business Administration and Management, General
University of Kentucky 1993 — 2000
Bachelor of Arts (B.A.), Sociology
Harvard University
Christina Rafaniello's Wells Fargo Experience October 2004 - September 2009
Job TIAACREF Manager, Change Management
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Sapient Global Markets September 2012 - June 2015
Bank of America September 2010 - July 2012
Bank of America October 2009 - August 2010
Wells Fargo October 2004 - September 2009
Skills
Strategic Vision, Experienced Change Agent, Cross Divisional..., Multi-Site Management, Project Management, Strong Communication..., Financial Industry..., Organizational..., Financial Services, Process Improvement, Analysis, Software Documentation, Risk Management, Strategy, Six Sigma, Leadership, Investment Banking, Management, Integration, Program Management
Education
Boston University 2010 — 2014
Bachelor's degree
TIAA-CREF June 2015 - Present
Sapient Global Markets September 2012 - June 2015
Bank of America September 2010 - July 2012
Bank of America October 2009 - August 2010
Wells Fargo October 2004 - September 2009
Skills
Strategic Vision, Experienced Change Agent, Cross Divisional..., Multi-Site Management, Project Management, Strong Communication..., Financial Industry..., Organizational..., Financial Services, Process Improvement, Analysis, Software Documentation, Risk Management, Strategy, Six Sigma, Leadership, Investment Banking, Management, Integration, Program Management
Education
Boston University 2010 — 2014
Bachelor's degree
Linda Geiger's Wells Fargo Experience 1989 - 1994
Job Experienced Marketing Professional with Successful Track Record
Industry Marketing and Advertising
Experience
The Winthrop Group 2001 - Present
Macromedia 2005 - 2007
OfficeClick.com 1998 - 2000
Intuit 1995 - 1996
Wells Fargo Bank 1989 - 1995
Wells Fargo 1989 - 1994
E.F. Hutton 1983 - 1986
Skills
Strategy, Email Marketing, Analytics, E-commerce, Start-ups, Strategic Partnerships, Marketing Strategy, Product Marketing, Direct Marketing, Product Management, Market Research, Integrated Marketing, Marketing, Creative Direction, SaaS, Business, B2B, Demand Generation, Leadership, Management, Enterprise Software
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Bowdoin College 1978 — 1982
BA
The Winthrop Group 2001 - Present
Macromedia 2005 - 2007
OfficeClick.com 1998 - 2000
Intuit 1995 - 1996
Wells Fargo Bank 1989 - 1995
Wells Fargo 1989 - 1994
E.F. Hutton 1983 - 1986
Skills
Strategy, Email Marketing, Analytics, E-commerce, Start-ups, Strategic Partnerships, Marketing Strategy, Product Marketing, Direct Marketing, Product Management, Market Research, Integrated Marketing, Marketing, Creative Direction, SaaS, Business, B2B, Demand Generation, Leadership, Management, Enterprise Software
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Bowdoin College 1978 — 1982
BA
Dan Meade's Wells Fargo Experience July 2013 - Present
Job
Industry Law Practice
Experience
Wells Fargo July 2013 - Present
Hogan Lovells March 2011 - July 2013
U.S. House of Representatives August 2009 - March 2011
Hogan & Hartson LLP June 2006 - August 2009
Board of Governors of the Federal Reserve System June 1999 - June 2006
Federal Reserve Board June 1999 - May 2006
Skills
Banking, Legal Research, Corporate Law, Electronic Payments, Regulatory Affairs, Compliance, Public Policy, Dodd-Frank, Financial Services, Banking Law, Congressional Affairs, Federal Reserve, Financial Regulation, Regulatory Reform, Prudential Regulation, Regulatory Capital, Gramm-Leach-Bliley, Community Banks, Bank Mergers, Regulatory Examinations, Consumer Privacy, Administrative Law, Systemic Risk, Securities, Securities Offerings, Cross-border..., Legal Compliance
Education
Boston University School of Law 1998 — 1999
LL.M., Banking Law
The Catholic University of America, Columbus School of Law 1995 — 1998
J.D., Law
Providence College 1991 — 1995
B.A., Political Science
Boston Latin School 1985 — 1991
H.S.
Wells Fargo July 2013 - Present
Hogan Lovells March 2011 - July 2013
U.S. House of Representatives August 2009 - March 2011
Hogan & Hartson LLP June 2006 - August 2009
Board of Governors of the Federal Reserve System June 1999 - June 2006
Federal Reserve Board June 1999 - May 2006
Skills
Banking, Legal Research, Corporate Law, Electronic Payments, Regulatory Affairs, Compliance, Public Policy, Dodd-Frank, Financial Services, Banking Law, Congressional Affairs, Federal Reserve, Financial Regulation, Regulatory Reform, Prudential Regulation, Regulatory Capital, Gramm-Leach-Bliley, Community Banks, Bank Mergers, Regulatory Examinations, Consumer Privacy, Administrative Law, Systemic Risk, Securities, Securities Offerings, Cross-border..., Legal Compliance
Education
Boston University School of Law 1998 — 1999
LL.M., Banking Law
The Catholic University of America, Columbus School of Law 1995 — 1998
J.D., Law
Providence College 1991 — 1995
B.A., Political Science
Boston Latin School 1985 — 1991
H.S.
Tom Shymanski's Wells Fargo Experience 1991 - 1996
Job Marketing and Advertising Consultant and Professional
Industry Marketing and Advertising
Experience
T. R. Shymanski Marketing and Communications 2001 - Present
GMO/Hill-Holliday 2001 - 2001
Modem Media 2000 - 2001
McCann-Erickson/Anderson & Lembke 1998 - 2000
Anderson Lembke Worldwide 1998 - 2000
Wells Fargo 1991 - 1996
Education
Santa Clara University 1974 — 1978
BSC, Marketing
Boston University Questrom School of Business
M.B.A.
T. R. Shymanski Marketing and Communications 2001 - Present
GMO/Hill-Holliday 2001 - 2001
Modem Media 2000 - 2001
McCann-Erickson/Anderson & Lembke 1998 - 2000
Anderson Lembke Worldwide 1998 - 2000
Wells Fargo 1991 - 1996
Education
Santa Clara University 1974 — 1978
BSC, Marketing
Boston University Questrom School of Business
M.B.A.
Srikanth Lakkarsu's Wells Fargo Experience April 2008 - May 2010
Job ECM Solution Architect
Industry Hospital & Health Care
Experience
Enterprise Content and Business Process Management Consultant May 2010 - Present
Wells Fargo April 2008 - May 2010
Merrill Lynch September 2007 - April 2008
State Street May 2005 - September 2007
Skills
SOA, Enterprise Architecture, Healthcare Consulting, Agile Methodologies, Enterprise Content..., Business Process Design, FileNet P8, FileNet Image Services, RESTful WebServices, SDLC, Java Enterprise Edition, SQL, Oracle, Web Services, Spring, Requirements Analysis, Software Project..., XML, Software Development, Java, Microsoft SQL Server, FileNet
Education
Boston University
MS, Computer Science
Kakatiya University
B-Tech, Computer Science
Enterprise Content and Business Process Management Consultant May 2010 - Present
Wells Fargo April 2008 - May 2010
Merrill Lynch September 2007 - April 2008
State Street May 2005 - September 2007
Skills
SOA, Enterprise Architecture, Healthcare Consulting, Agile Methodologies, Enterprise Content..., Business Process Design, FileNet P8, FileNet Image Services, RESTful WebServices, SDLC, Java Enterprise Edition, SQL, Oracle, Web Services, Spring, Requirements Analysis, Software Project..., XML, Software Development, Java, Microsoft SQL Server, FileNet
Education
Boston University
MS, Computer Science
Kakatiya University
B-Tech, Computer Science
Michelle D'Elia's Wells Fargo Experience January 2014 - Present
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2014 - Present
WySTAR Global Retirement Solutions a business unit of Wells Fargo July 2007 - January 2014
Branch Banking and Trust 2003 - January 2007
First Virginia Bank 1999 - 2003
Fleet Bank 1992 - 2003
Bank of New England 1981 - 1992
Education
Boston University 1977 — 1981
Wells Fargo January 2014 - Present
WySTAR Global Retirement Solutions a business unit of Wells Fargo July 2007 - January 2014
Branch Banking and Trust 2003 - January 2007
First Virginia Bank 1999 - 2003
Fleet Bank 1992 - 2003
Bank of New England 1981 - 1992
Education
Boston University 1977 — 1981
Larissa Belsky's Wells Fargo Experience April 2001 - Present
Job Wells Fargo
Industry Banking
Experience
Wells Fargo April 2001 - Present
Bank of America November 1988 - April 2001
Skills
Investments, Banking, Credit, Treasury Management, Capital Markets, Commercial Banking, Fixed Income, Risk Management, Equities, Financial Markets, Derivatives, Portfolio Management, Loans, Cross Selling, Commercial Lending
Education
Bowdoin College 1984 — 1988
Wells Fargo April 2001 - Present
Bank of America November 1988 - April 2001
Skills
Investments, Banking, Credit, Treasury Management, Capital Markets, Commercial Banking, Fixed Income, Risk Management, Equities, Financial Markets, Derivatives, Portfolio Management, Loans, Cross Selling, Commercial Lending
Education
Bowdoin College 1984 — 1988
Joyce Seid Wagner's Wells Fargo Experience April 2015 - Present
Job at
Industry Marketing and Advertising
Experience
Wells Fargo April 2015 - Present
Propane Studio September 2013 - March 2015
MRM Worldwide November 2003 - August 2013
Fidelity Investments 2000 - 2003
Grey Entertainment 1998 - 2000
Pioneer Investments 1996 - 1998
Skills
Digital Strategy, Integrated Marketing, Digital Marketing, Interactive Marketing, Online Advertising, Direct Marketing, Mobile Marketing, Marketing, Interactive Advertising, Customer Insight, Digital Media, Creative Strategy, Advertising, Direct Mail, Media Planning
Education
Boston University 1994 — 1998
Bachelor of Science, Mass Communications
Wells Fargo April 2015 - Present
Propane Studio September 2013 - March 2015
MRM Worldwide November 2003 - August 2013
Fidelity Investments 2000 - 2003
Grey Entertainment 1998 - 2000
Pioneer Investments 1996 - 1998
Skills
Digital Strategy, Integrated Marketing, Digital Marketing, Interactive Marketing, Online Advertising, Direct Marketing, Mobile Marketing, Marketing, Interactive Advertising, Customer Insight, Digital Media, Creative Strategy, Advertising, Direct Mail, Media Planning
Education
Boston University 1994 — 1998
Bachelor of Science, Mass Communications
Aaron Willis's Wells Fargo Experience October 2013 - Present
Job Application Systems Engineer at Wells Fargo
Industry Computer Software
Experience
Wells Fargo October 2013 - Present
Wells Fargo October 2011 - October 2013
Wells Fargo March 2010 - October 2011
Corporate Trust Services July 2006 - January 2011
Vicor Corporation May 2001 - June 2006
Empirix January 2001 - April 2001
Skills
Visio, PeopleSoft, Active Directory, Windows, Troubleshooting, Access, MS Project, Windows Powershell, IIS 6, IIS 7.5, Altiris, T-SQL, Powershell, Operating Systems, Technical Support, Help Desk Support, SharePoint, Windows Server, System Administration, Servers, Disaster Recovery, VMware ESX, VPN, Hyper-V, IIS, Microsoft SQL Server, VMware
Education
Boston University 2000 — 2001
Certificate, Network and System Administration/Administrator
Wheaton College (MA) 1995 — 1999
BS, Psychology
Wells Fargo October 2013 - Present
Wells Fargo October 2011 - October 2013
Wells Fargo March 2010 - October 2011
Corporate Trust Services July 2006 - January 2011
Vicor Corporation May 2001 - June 2006
Empirix January 2001 - April 2001
Skills
Visio, PeopleSoft, Active Directory, Windows, Troubleshooting, Access, MS Project, Windows Powershell, IIS 6, IIS 7.5, Altiris, T-SQL, Powershell, Operating Systems, Technical Support, Help Desk Support, SharePoint, Windows Server, System Administration, Servers, Disaster Recovery, VMware ESX, VPN, Hyper-V, IIS, Microsoft SQL Server, VMware
Education
Boston University 2000 — 2001
Certificate, Network and System Administration/Administrator
Wheaton College (MA) 1995 — 1999
BS, Psychology
Dina Sarraf's Wells Fargo Experience July 2005 - September 2007
Job Relationship Manager
Industry Banking
Experience
Wells Fargo Capital Finance September 2009 - Present
Well Fargo Business Credit September 2007 - September 2009
Wells Fargo July 2005 - September 2007
Education
Boston University 1986 — 1988
BS, Business
Boston University Questrom School of Business 1984 — 1988
Wells Fargo Capital Finance September 2009 - Present
Well Fargo Business Credit September 2007 - September 2009
Wells Fargo July 2005 - September 2007
Education
Boston University 1986 — 1988
BS, Business
Boston University Questrom School of Business 1984 — 1988
Allen Todd's Wells Fargo Experience 2009 - Present
Job Financial Manager Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wells Fargo 1995 - 2008
Blue Cross Blue Shield of Massachusetts 1988 - 1995
Cablevision Industries, Inc 1987 - 1988
Skills
Financial Analysis, Financial Reporting, Banking, Strategic Financial..., Financial Modeling, Accounting, Sarbanes-Oxley Act, Cash Management, Essbase, Internal Controls, Treasury Management, Risk Management, Hyperion Enterprise, Managerial Finance, Finance, US GAAP
Education
Boston University 1992 — 1995
MS, Organizational Policy
SUNY New Paltz 1982 — 1986
BS, Accounting
Wells Fargo 2009 - Present
Wells Fargo 1995 - 2008
Blue Cross Blue Shield of Massachusetts 1988 - 1995
Cablevision Industries, Inc 1987 - 1988
Skills
Financial Analysis, Financial Reporting, Banking, Strategic Financial..., Financial Modeling, Accounting, Sarbanes-Oxley Act, Cash Management, Essbase, Internal Controls, Treasury Management, Risk Management, Hyperion Enterprise, Managerial Finance, Finance, US GAAP
Education
Boston University 1992 — 1995
MS, Organizational Policy
SUNY New Paltz 1982 — 1986
BS, Accounting
Dorothy Miller, PMP's Wells Fargo Experience 2003 - Present
Job Banking Professional
Industry Banking
Experience
Wells Fargo 2003 - Present
Citi Group 1999 - 2003
Skills
Process Improvement, Business Analysis, Vendor Management, Risk Management, Project Management, Program Management, Business Process Design, Business Strategy, Business Development, Industrial Engineering, Change Management, E-commerce, Management
Education
Boston University
Masters, Business Administration
North Carolina State University
BS, Industrial Engineering
Wells Fargo 2003 - Present
Citi Group 1999 - 2003
Skills
Process Improvement, Business Analysis, Vendor Management, Risk Management, Project Management, Program Management, Business Process Design, Business Strategy, Business Development, Industrial Engineering, Change Management, E-commerce, Management
Education
Boston University
Masters, Business Administration
North Carolina State University
BS, Industrial Engineering
Stewart Abramson's Wells Fargo Experience 2000 - Present
Job Managing Counsel at Wells Fargo
Industry Law Practice
Experience
Wells Fargo 2000 - Present
Wells Fargo Bank 2000 - Present
Charter Financial Inc 1988 - 2000
Skills
Bankruptcy, Corporate Law, Mergers & Acquisitions, Corporate Governance, Litigation, Commercial Litigation, Due Diligence, Civil Litigation, Privacy Law, Legal Research, Dispute Resolution, Legal Writing, Intellectual Property, Joint Ventures, Securities
Education
Boston University School of Law 1975 — 1978
Juris Doctor, Law
Union College 1971 — 1975
Wells Fargo 2000 - Present
Wells Fargo Bank 2000 - Present
Charter Financial Inc 1988 - 2000
Skills
Bankruptcy, Corporate Law, Mergers & Acquisitions, Corporate Governance, Litigation, Commercial Litigation, Due Diligence, Civil Litigation, Privacy Law, Legal Research, Dispute Resolution, Legal Writing, Intellectual Property, Joint Ventures, Securities
Education
Boston University School of Law 1975 — 1978
Juris Doctor, Law
Union College 1971 — 1975
Peter Sloan's Wells Fargo Experience February 2006 - January 2012
Job Fiscal Analytics Manager at Allegheny County Department of Human Services
Industry Education Management
Experience
Allegheny County Department of Human Services July 2015 - Present
Boston Public Schools October 2011 - Present
Boston Public Schools February 2013 - July 2015
Wells Fargo February 2006 - January 2012
Mellon Financial June 2003 - February 2006
Skills
Management, Strategic Planning, Financial Analysis, Business Analysis, Analytics, Research, Financial Modeling, Financial Services, Mutual Funds, Leadership, Strategy
Education
Boston University - School of Management 2007 — 2010
MBA, Finance and Strategy
Brandeis University 1999 — 2003
Bachelors Degree, Economics
Allegheny County Department of Human Services July 2015 - Present
Boston Public Schools October 2011 - Present
Boston Public Schools February 2013 - July 2015
Wells Fargo February 2006 - January 2012
Mellon Financial June 2003 - February 2006
Skills
Management, Strategic Planning, Financial Analysis, Business Analysis, Analytics, Research, Financial Modeling, Financial Services, Mutual Funds, Leadership, Strategy
Education
Boston University - School of Management 2007 — 2010
MBA, Finance and Strategy
Brandeis University 1999 — 2003
Bachelors Degree, Economics
Sarah Pennywitt's Wells Fargo Experience April 2006 - Present
Job SVP at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2006 - Present
Bank of New York 2004 - 2006
Bank One 1999 - 2001
Fleet Bank 1994 - 1999
Skills
Treasury Management, Commercial Banking, Financial Services, Banking, Relationship Management, Credit Cards
Education
Boston University Questrom School of Business 1986 — 1988
MBA, Finance
Smith College 1979 — 1983
BA, Geology
Wells Fargo April 2006 - Present
Bank of New York 2004 - 2006
Bank One 1999 - 2001
Fleet Bank 1994 - 1999
Skills
Treasury Management, Commercial Banking, Financial Services, Banking, Relationship Management, Credit Cards
Education
Boston University Questrom School of Business 1986 — 1988
MBA, Finance
Smith College 1979 — 1983
BA, Geology
Colin Robinson's Wells Fargo Experience January 2011 - August 2011
Job Chief Compliance Officer, Swap Dealer
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
BNY Mellon August 2011 - December 2012
Wells Fargo January 2011 - August 2011
Southern California Edison 2008 - 2011
UBS Financial Services 2007 - 2008
GBR Information Services 2002 - 2007
Bondholder Communications Group 1996 - 2002
Skills
Management, Banking, Securities, Legal Writing, Derivatives, Commodity, Swaps, Policy, FINRA, Dodd-Frank, Trading, Investment Banking, Financial Services, Operational Risk..., Financial Risk
Education
Boston University School of Law
JD
University of Rochester
BA, Economics & Political Science
BNY Mellon January 2013 - Present
BNY Mellon August 2011 - December 2012
Wells Fargo January 2011 - August 2011
Southern California Edison 2008 - 2011
UBS Financial Services 2007 - 2008
GBR Information Services 2002 - 2007
Bondholder Communications Group 1996 - 2002
Skills
Management, Banking, Securities, Legal Writing, Derivatives, Commodity, Swaps, Policy, FINRA, Dodd-Frank, Trading, Investment Banking, Financial Services, Operational Risk..., Financial Risk
Education
Boston University School of Law
JD
University of Rochester
BA, Economics & Political Science
Jeff Dong's Wells Fargo Experience 2010 - Present
Job Senior Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2010 - Present
Wells Fargo 2006 - 2010
SunTrust Bank 1998 - 2006
Florida Sterling Council 1996 - 1998
Volusia County Schools 1994 - 1998
Skills
Essbase, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft SQL Server, Visio, TM1, Coaching, Sports Coaching, Coaching Staff, Mentoring, Team Mentoring, Property Management, Accounting, Analysis, Budgets, Business Analysis, Finance, Financial Analysis, Management, Portfolio Management, Process Improvement, Strategic Planning, Training, Financial Modeling
Education
Boston University - School of Management 1989 — 1993
Bachelor of Science in Business Administration (BS/BA), Operations Managenent/Organizational Behavior
Wells Fargo 2010 - Present
Wells Fargo 2006 - 2010
SunTrust Bank 1998 - 2006
Florida Sterling Council 1996 - 1998
Volusia County Schools 1994 - 1998
Skills
Essbase, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft SQL Server, Visio, TM1, Coaching, Sports Coaching, Coaching Staff, Mentoring, Team Mentoring, Property Management, Accounting, Analysis, Budgets, Business Analysis, Finance, Financial Analysis, Management, Portfolio Management, Process Improvement, Strategic Planning, Training, Financial Modeling
Education
Boston University - School of Management 1989 — 1993
Bachelor of Science in Business Administration (BS/BA), Operations Managenent/Organizational Behavior
Catherine (Spadorcia) Karatzas's Wells Fargo Experience November 2005 - Present
Job Project Manager at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo November 2005 - Present
Pioneer Investments October 2003 - November 2007
Boston Financial Data Services 1999 - 2003
Education
Boston University
Notre Dame Academy
Wells Fargo November 2005 - Present
Pioneer Investments October 2003 - November 2007
Boston Financial Data Services 1999 - 2003
Education
Boston University
Notre Dame Academy
Charley Hastings's Wells Fargo Experience 2006 - 2013
Job Owner, Sapphire Software Services, Inc.
Industry Computer Software
Experience
Sapphire Software Services, Inc. Business PartnerSwichio2013 - Present
Wells Fargo 2006 - 2013
Florida Family Insurance 2007 - 2008
Medtronic February 2005 - May 2006
Applied Systems 1995 - 2005
Insuresoft 1995 - 2002
Skills
Software Development, Microsoft SQL Server, Agile Methodologies, SQL, VB.NET, XML, ASP.NET, SOA, C#, .NET, Web Services, Visual Studio, T-SQL, WCF, Integration, Architecture, Web Development, Design Patterns, Software Engineering
Education
Boston University 1986 — 1990
Biomedical Engineering, Biomedical/Medical Engineering
Sapphire Software Services, Inc. Business PartnerSwichio2013 - Present
Wells Fargo 2006 - 2013
Florida Family Insurance 2007 - 2008
Medtronic February 2005 - May 2006
Applied Systems 1995 - 2005
Insuresoft 1995 - 2002
Skills
Software Development, Microsoft SQL Server, Agile Methodologies, SQL, VB.NET, XML, ASP.NET, SOA, C#, .NET, Web Services, Visual Studio, T-SQL, WCF, Integration, Architecture, Web Development, Design Patterns, Software Engineering
Education
Boston University 1986 — 1990
Biomedical Engineering, Biomedical/Medical Engineering
Donovan Butterfield's Wells Fargo Experience May 2013 - Present
Job Asset Manager at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wells Fargo May 2013 - Present
Wachovia, A Wells Fargo Company October 2011 - May 2013
Education
Boston University
Wells Fargo May 2013 - Present
Wachovia, A Wells Fargo Company October 2011 - May 2013
Education
Boston University
Michelle Cenis's Wells Fargo Experience 2009 - Present
Job Senior Company Counsel
Industry Legal Services
Experience
Wells Fargo 2009 - Present
Wachovia Bank May 2004 - Present
Deutsche Bank November 1994 - July 2002
White & Case September 1987 - November 1994
Skills
ISDA, Capital Markets, Derivatives, Structured Finance, Dodd-Frank, Hedge Funds, Corporate Governance, Fixed Income, Corporate Law, Structured Products, Due Diligence, Investment Banking, Banking, Risk Management, Commodity, Trading, FX Options, Securities, Financial Services, AML, Equities, Securities Regulation, Securitization
Education
Boston University School of Law 1984 — 1987
JD, Law
Lehigh University 1984 — 1987
BA, Goverment, Journalism
Newark Academy 1976 — 1980
High School
Wells Fargo 2009 - Present
Wachovia Bank May 2004 - Present
Deutsche Bank November 1994 - July 2002
White & Case September 1987 - November 1994
Skills
ISDA, Capital Markets, Derivatives, Structured Finance, Dodd-Frank, Hedge Funds, Corporate Governance, Fixed Income, Corporate Law, Structured Products, Due Diligence, Investment Banking, Banking, Risk Management, Commodity, Trading, FX Options, Securities, Financial Services, AML, Equities, Securities Regulation, Securitization
Education
Boston University School of Law 1984 — 1987
JD, Law
Lehigh University 1984 — 1987
BA, Goverment, Journalism
Newark Academy 1976 — 1980
High School
John Gutenkunst's Wells Fargo Experience 1991 - 1994
Job EVP at cynoSure Financial, Inc.
Industry Insurance
Experience
cynoSure Financial September 1999 - Present
Providian Financial April 1997 - September 1999
Providian Financial March 1994 - May 1997
Wells Fargo 1991 - 1994
Wells Fargo 1987 - 1991
Wells Fargo 1983 - 1987
Skills
Management, Competitive Analysis, Marketing, Business Development, Leadership, Program Management, Insurance, Strategy, Product Development, Training
Education
University of Virginia 1992 — 1994
CBA, Retail & Commercial Bank Management
Golden Gate University 1986 — 1988
MBA, Marketing
Boston University 1980 — 1984
MSBA, Finance
cynoSure Financial September 1999 - Present
Providian Financial April 1997 - September 1999
Providian Financial March 1994 - May 1997
Wells Fargo 1991 - 1994
Wells Fargo 1987 - 1991
Wells Fargo 1983 - 1987
Skills
Management, Competitive Analysis, Marketing, Business Development, Leadership, Program Management, Insurance, Strategy, Product Development, Training
Education
University of Virginia 1992 — 1994
CBA, Retail & Commercial Bank Management
Golden Gate University 1986 — 1988
MBA, Marketing
Boston University 1980 — 1984
MSBA, Finance
Daniel G. Wani's Wells Fargo Experience March 2012 - May 2015
Job Managing Director Trust and Wealth Planning The Private Client Reserve of US Bank
Industry Banking
Experience
U.S. Bank May 2015 - Present
Wells Fargo March 2012 - May 2015
Excel Capital Grp February 2011 - March 2012
Twomey Latham Shea Kelley Dubin & Quartararo LLP 2005 - 2011
Skills
Tax Law, Estate Planning, Trusts, Estate Tax Planning, Business Planning, Succession Planning, Estate Administration, Income Tax, Corporate Law, Corporate Governance, Corporate Tax, Small Business, Private Equity, Mergers, Intellectual Property, Mediation, Legal Research, Legal Writing, Mergers, Wealth Management, Management
Education
New York University School of Law 2003 — 2004
LL.M., Taxation
Boston University School of Law 2000 — 2003
JD, Law
Roger Williams University 1996 — 2000
B.A., Psychology
U.S. Bank May 2015 - Present
Wells Fargo March 2012 - May 2015
Excel Capital Grp February 2011 - March 2012
Twomey Latham Shea Kelley Dubin & Quartararo LLP 2005 - 2011
Skills
Tax Law, Estate Planning, Trusts, Estate Tax Planning, Business Planning, Succession Planning, Estate Administration, Income Tax, Corporate Law, Corporate Governance, Corporate Tax, Small Business, Private Equity, Mergers, Intellectual Property, Mediation, Legal Research, Legal Writing, Mergers, Wealth Management, Management
Education
New York University School of Law 2003 — 2004
LL.M., Taxation
Boston University School of Law 2000 — 2003
JD, Law
Roger Williams University 1996 — 2000
B.A., Psychology
Lori Ross-Avedikian's Wells Fargo Experience 2001 - 2008
Job Senior Vice President, Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Bank September 2009 - Present
Wells Fargo Bank 2008 - 2009
Wells Fargo 2001 - 2008
Royal Bank of Canada 1996 - 2001
Skills
Business Development, Financial Services, Business Strategy, Coaching, Strategic Planning, Business Analysis, Corporate Finance, Risk Management, Finance, Credit, Commercial Banking, Investments, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
Boston University - School of Management 1987 — 1991
Bachelor of Science (BS), Marketing
Wells Fargo Bank September 2009 - Present
Wells Fargo Bank 2008 - 2009
Wells Fargo 2001 - 2008
Royal Bank of Canada 1996 - 2001
Skills
Business Development, Financial Services, Business Strategy, Coaching, Strategic Planning, Business Analysis, Corporate Finance, Risk Management, Finance, Credit, Commercial Banking, Investments, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
Boston University - School of Management 1987 — 1991
Bachelor of Science (BS), Marketing
Rebecca Gallatin's Wells Fargo Experience July 2012 - Present
Job Trust Administrator Team Lead at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2012 - Present
Philadelphia Area Law Firms August 2008 - June 2012
Chester County Public Defender May 2007 - August 2008
Education
Boston University School of Law 2002 — 2005
JD, Concentration in Litigation and Dispute Resolution
Wells Fargo July 2012 - Present
Philadelphia Area Law Firms August 2008 - June 2012
Chester County Public Defender May 2007 - August 2008
Education
Boston University School of Law 2002 — 2005
JD, Concentration in Litigation and Dispute Resolution
Lisa Stavro's Wells Fargo Experience November 2013 - Present
Job Sr. Vice President Loan Team Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2013 - Present
U.S. Bank Commercial Banking Group August 2010 - November 2013
First Bank, Commercial Banking July 2009 - July 2010
Cardinal Americas Fund July 2008 - February 2009
GE Capital 2003 - 2005
Unique Investment Corporation 2000 - 2003
Bank of America 1993 - 2000
Citicorp 1989 - 1991
Skills
Private Equity, Commercial Lending, Loans, Leadership, Leveraged Finance, Asset Based Lending, Commercial Banking, Credit Analysis, Mutual Funds, Middle Market, Credit, Lines Of Credit
Education
Boston University Questrom School of Business 1984 — 1986
MBA, Finance
University of Southern California - Marshall School of Business 1978 — 1982
BS, Marketing
Wells Fargo November 2013 - Present
U.S. Bank Commercial Banking Group August 2010 - November 2013
First Bank, Commercial Banking July 2009 - July 2010
Cardinal Americas Fund July 2008 - February 2009
GE Capital 2003 - 2005
Unique Investment Corporation 2000 - 2003
Bank of America 1993 - 2000
Citicorp 1989 - 1991
Skills
Private Equity, Commercial Lending, Loans, Leadership, Leveraged Finance, Asset Based Lending, Commercial Banking, Credit Analysis, Mutual Funds, Middle Market, Credit, Lines Of Credit
Education
Boston University Questrom School of Business 1984 — 1986
MBA, Finance
University of Southern California - Marshall School of Business 1978 — 1982
BS, Marketing
Jennifer Holcombe's Wells Fargo Experience August 2014 - Present
Job VP, Business Initiatives Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Wells Fargo October 2009 - July 2014
Wachovia May 2008 - October 2009
Wachovia February 2006 - May 2008
Wachovia June 2004 - February 2006
Wachovia February 2002 - June 2004
Skills
Financial Analysis, Accounting, Budgets, Finance, Analysis, Financial Modeling, Banking, Financial Reporting, Management, Strategic Financial..., Leadership, Variance Analysis, Hyperion Enterprise, Essbase, Corporate Finance
Education
Boston University 1995 — 1999
BA, cum laude, Dual Concentrations:Philosophy, Religion
Wells Fargo August 2014 - Present
Wells Fargo October 2009 - July 2014
Wachovia May 2008 - October 2009
Wachovia February 2006 - May 2008
Wachovia June 2004 - February 2006
Wachovia February 2002 - June 2004
Skills
Financial Analysis, Accounting, Budgets, Finance, Analysis, Financial Modeling, Banking, Financial Reporting, Management, Strategic Financial..., Leadership, Variance Analysis, Hyperion Enterprise, Essbase, Corporate Finance
Education
Boston University 1995 — 1999
BA, cum laude, Dual Concentrations:Philosophy, Religion
Ron Turner's Wells Fargo Experience 1996 - Present
Job VP, Technology Manager, Information Technology at Wells Fargo Corporation
Industry Computer Software
Experience
Wells Fargo 1996 - Present
Wachovia, A Wells Fargo Company 1997 - 2010
Boeing October 1985 - December 1994
Skills
Banking, SDLC, Business Analysis, Vendor Management, Enterprise Architecture, Visio, Risk Management, Requirements Gathering, IT Strategy, Disaster Recovery, Agile Methodologies, Business Requirements, Digital Image Processing, Information Technology, Leadership
Education
Bowie State University 1972 — 1976
BS, Biology
Wells Fargo 1996 - Present
Wachovia, A Wells Fargo Company 1997 - 2010
Boeing October 1985 - December 1994
Skills
Banking, SDLC, Business Analysis, Vendor Management, Enterprise Architecture, Visio, Risk Management, Requirements Gathering, IT Strategy, Disaster Recovery, Agile Methodologies, Business Requirements, Digital Image Processing, Information Technology, Leadership
Education
Bowie State University 1972 — 1976
BS, Biology
Stephan Walter's Wells Fargo Experience June 2008 - Present
Job Market Risk Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2008 - Present
Skills
Hedging, Market Risk, FX Options
Education
Boston University
Doctor of Philosophy (Ph.D.), Mathematics
Wells Fargo June 2008 - Present
Skills
Hedging, Market Risk, FX Options
Education
Boston University
Doctor of Philosophy (Ph.D.), Mathematics
Michelle Perrine's Wells Fargo Experience February 2011 - September 2011
Job Voice Teacher/Singer
Industry Music
Experience
Mary Kay Inc. January 2015 - Present
Michelle Perrine Voice Studio September 1998 - Present
Wells Fargo February 2011 - September 2011
Wells Fargo Bank March 2009 - September 2011
Lane Bryant December 2006 - January 2010
Bon-Ton/Elder-Beerman July 2005 - December 2006
Elder-Beerman Stores March 2003 - July 2005
Kohl's Department Stores August 2001 - March 2003
Elder-Beerman Stores September 1999 - August 2001
Skills
Customer Service, Public Speaking, PowerPoint, Budgets, Microsoft Office, Coaching, Singing, Music, Event Planning, Sales, Merchandising, Vocal Instruction, Negotiation, Volunteer Management, Music Theory, Strategic Planning, Team Building, Teaching, Fundraising, Management
Education
Boston University 2009 — 2012
Master of Music Education, Music
University of Toledo 1995 — 2004
Bachelor of Music, Vocal Performance
Mary Kay Inc. January 2015 - Present
Michelle Perrine Voice Studio September 1998 - Present
Wells Fargo February 2011 - September 2011
Wells Fargo Bank March 2009 - September 2011
Lane Bryant December 2006 - January 2010
Bon-Ton/Elder-Beerman July 2005 - December 2006
Elder-Beerman Stores March 2003 - July 2005
Kohl's Department Stores August 2001 - March 2003
Elder-Beerman Stores September 1999 - August 2001
Skills
Customer Service, Public Speaking, PowerPoint, Budgets, Microsoft Office, Coaching, Singing, Music, Event Planning, Sales, Merchandising, Vocal Instruction, Negotiation, Volunteer Management, Music Theory, Strategic Planning, Team Building, Teaching, Fundraising, Management
Education
Boston University 2009 — 2012
Master of Music Education, Music
University of Toledo 1995 — 2004
Bachelor of Music, Vocal Performance
Scott Holler's Wells Fargo Experience September 2003 - August 2006
Job Claim Supervisor at Utica National Insurance Group
Industry Insurance
Experience
Utica National Insurance Group July 2011 - Present
Utica National Insurance Group August 2006 - July 2011
Wells Fargo September 2003 - August 2006
Skills
CPCU, AIC, Property, Workers Compensation, Claims Management, Litigation Management, Liability, Property, Casualty, Claim, Commercial Lines, Subrogation, Property Damage, Claim Investigation, Liability Analysis, Casualty Insurance, Commercial Insurance
Education
Boston University 2011 — 2013
Master of Science (M.S.), Insurance Management
Niagara University 1997 — 2001
Bachelor of Science (B.S.), Business
Utica National Insurance Group July 2011 - Present
Utica National Insurance Group August 2006 - July 2011
Wells Fargo September 2003 - August 2006
Skills
CPCU, AIC, Property, Workers Compensation, Claims Management, Litigation Management, Liability, Property, Casualty, Claim, Commercial Lines, Subrogation, Property Damage, Claim Investigation, Liability Analysis, Casualty Insurance, Commercial Insurance
Education
Boston University 2011 — 2013
Master of Science (M.S.), Insurance Management
Niagara University 1997 — 2001
Bachelor of Science (B.S.), Business
Chip Nicolson's Wells Fargo Experience November 2012 - 2014
Job Mortgage Loan Officer at PNC Mortgage
Industry Banking
Experience
PNC Mortgage July 2014 - Present
Wells Fargo November 2012 - 2014
SunTrust Mortgage 2006 - 2012
Sandy Spring Bank 2000 - 2006
Skills
Mortgage Banking, Mortgage Lending, Refinance, Loan Origination, Loans, VA loans, Construction Loans, Credit, Residential Mortgages, FHA financing, Commercial Banking, Commercial Lending, Treasury Management, Credit Analysis, Banking, Small Business Lending, FHA, Mortgage Underwriting
Education
Boston University 1979 — 1985
BS, Business
PNC Mortgage July 2014 - Present
Wells Fargo November 2012 - 2014
SunTrust Mortgage 2006 - 2012
Sandy Spring Bank 2000 - 2006
Skills
Mortgage Banking, Mortgage Lending, Refinance, Loan Origination, Loans, VA loans, Construction Loans, Credit, Residential Mortgages, FHA financing, Commercial Banking, Commercial Lending, Treasury Management, Credit Analysis, Banking, Small Business Lending, FHA, Mortgage Underwriting
Education
Boston University 1979 — 1985
BS, Business
Jim Akasala's Wells Fargo Experience July 2008 - July 2011
Job VP Associate Banker at Citi Private Bank
Industry Banking
Experience
Citi July 2015 - Present
Citi April 2013 - Present
HSBC Securities July 2011 - April 2013
Wells Fargo July 2008 - July 2011
Skills
Series 7, Investments, Asset Managment, Wealth Management, Loans, Financial Modeling, Credit, Fixed Income, Asset Management, Financial Advisory, Mutual Funds, Strategic Financial..., Retirement Planning, Capital Markets, Securities, Investment Banking, Financial Planning, Banking
Education
Long Island University, C.W. Post Campus 2007 — 2009
MBA, Finance, General
Boston University Questrom School of Business 2000 — 2004
BS, Finance & Marketing
Citi July 2015 - Present
Citi April 2013 - Present
HSBC Securities July 2011 - April 2013
Wells Fargo July 2008 - July 2011
Skills
Series 7, Investments, Asset Managment, Wealth Management, Loans, Financial Modeling, Credit, Fixed Income, Asset Management, Financial Advisory, Mutual Funds, Strategic Financial..., Retirement Planning, Capital Markets, Securities, Investment Banking, Financial Planning, Banking
Education
Long Island University, C.W. Post Campus 2007 — 2009
MBA, Finance, General
Boston University Questrom School of Business 2000 — 2004
BS, Finance & Marketing
Heidi Lewis Ivey's Wells Fargo Experience November 2013 - Present
Job Technical Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo November 2013 - Present
PureSpring Global Commission January 2014 - Present
PureSpring Institute 2012 - January 2014
State Street December 2012 - November 2013
Boston Technologies Inc November 2011 - 2012
Ameriprise Financial Services, Inc. April 2011 - November 2011
Bank of New York Mellon October 2005 - February 2011
Keane 2004 - 2005
MFS Investment Management October 2002 - September 2004
Skills
Cross-functional Team..., Business Development, Product Management, Leadership, Strategic Planning, Risk Management, Customer Service, Product Development, Management, Outsourcing, Performance Management
Education
Boston University 2008 — 2011
Bachelor of Science, Business Administration and Management
Wells Fargo November 2013 - Present
PureSpring Global Commission January 2014 - Present
PureSpring Institute 2012 - January 2014
State Street December 2012 - November 2013
Boston Technologies Inc November 2011 - 2012
Ameriprise Financial Services, Inc. April 2011 - November 2011
Bank of New York Mellon October 2005 - February 2011
Keane 2004 - 2005
MFS Investment Management October 2002 - September 2004
Skills
Cross-functional Team..., Business Development, Product Management, Leadership, Strategic Planning, Risk Management, Customer Service, Product Development, Management, Outsourcing, Performance Management
Education
Boston University 2008 — 2011
Bachelor of Science, Business Administration and Management
Desmond P. Smith's Wells Fargo Experience January 1995 - July 2004
Job Mortgage Executive
Industry Financial Services
Experience
Capital One Home Loans May 2015 - Present
Citibank February 2010 - April 2015
JPMorgan Chase August 2004 - May 2009
Wells Fargo January 1995 - July 2004
Skills
Asset Management, Banking, Capital Markets, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Equities, FHA, Finance, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Investment Banking, Investments, Leadership, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Portfolio Management, Real Estate, Refinance, Relationship Management, Residential Mortgages, Risk Management, Underwriting, Valuation
Education
Boston University
BSBA, Finance
Capital One Home Loans May 2015 - Present
Citibank February 2010 - April 2015
JPMorgan Chase August 2004 - May 2009
Wells Fargo January 1995 - July 2004
Skills
Asset Management, Banking, Capital Markets, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Equities, FHA, Finance, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Investment Banking, Investments, Leadership, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Portfolio Management, Real Estate, Refinance, Relationship Management, Residential Mortgages, Risk Management, Underwriting, Valuation
Education
Boston University
BSBA, Finance
Shawna Edwards's Wells Fargo Experience June 2004 - December 2009
Job VP/Branch Manager
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
JPMorgan Chase December 2012 - September 2013
JPMorgan Chase December 2009 - December 2012
Wells Fargo June 2004 - December 2009
Skills
Banking, Credit, Loans, Consumer Lending, Retail Banking, Small Business Lending, Cross Selling, Commercial Banking, Relationship Management, Portfolio Management, Mortgage Lending, Financial Services, Credit Analysis, Customer Service, Risk Management, Loan Origination, Process Improvement, Cash Management, Team Leadership, Leadership Development, P&L Analysis, Operations Management, Sales Management, Staff Development, Leadership, Management, Sales, Commercial Lending, Coaching, Team Building
Education
Boston University
Communications, Business/Corporate Communications
JPMorgan Chase September 2013 - Present
JPMorgan Chase December 2012 - September 2013
JPMorgan Chase December 2009 - December 2012
Wells Fargo June 2004 - December 2009
Skills
Banking, Credit, Loans, Consumer Lending, Retail Banking, Small Business Lending, Cross Selling, Commercial Banking, Relationship Management, Portfolio Management, Mortgage Lending, Financial Services, Credit Analysis, Customer Service, Risk Management, Loan Origination, Process Improvement, Cash Management, Team Leadership, Leadership Development, P&L Analysis, Operations Management, Sales Management, Staff Development, Leadership, Management, Sales, Commercial Lending, Coaching, Team Building
Education
Boston University
Communications, Business/Corporate Communications
Nicholas Piccininni's Wells Fargo Experience September 2013 - Present
Job DIrector, Finance Crimes Governance Office at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Wells Fargo May 2012 - September 2013
Wells Fargo Advisors, LLC May 2004 - May 2012
Merrill Lynch August 1989 - May 2004
PROSKAUER ROSE 1987 - 1989
FINKELSTEIN, THOMPSON & LEWIS 1985 - 1987
Commodity Futures Trading Commission 1984 - 1985
Education
Boston University School of Law 1981 — 1984
JD
Columbia College 1976 — 1980
BA
Wells Fargo September 2013 - Present
Wells Fargo May 2012 - September 2013
Wells Fargo Advisors, LLC May 2004 - May 2012
Merrill Lynch August 1989 - May 2004
PROSKAUER ROSE 1987 - 1989
FINKELSTEIN, THOMPSON & LEWIS 1985 - 1987
Commodity Futures Trading Commission 1984 - 1985
Education
Boston University School of Law 1981 — 1984
JD
Columbia College 1976 — 1980
BA
Anand Parikh's Wells Fargo Experience August 2012 - May 2015
Job Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Gladiate Capital June 2015 - Present
Wells Fargo August 2012 - May 2015
Wells Fargo March 2012 - July 2012
Wells Fargo February 2010 - February 2012
Skills
Portfolio Management, Commercial Banking, Loans, Credit, Credit Analysis, Banking, Financial Modeling, Financial Analysis, Real Estate, Valuation, Finance, Investments, Commercial Lending, Credit Risk, Treasury Management
Education
Boston University - School of Management 2006 — 2009
Bachelor of Science (BS), Finance & Business Law
Gladiate Capital June 2015 - Present
Wells Fargo August 2012 - May 2015
Wells Fargo March 2012 - July 2012
Wells Fargo February 2010 - February 2012
Skills
Portfolio Management, Commercial Banking, Loans, Credit, Credit Analysis, Banking, Financial Modeling, Financial Analysis, Real Estate, Valuation, Finance, Investments, Commercial Lending, Credit Risk, Treasury Management
Education
Boston University - School of Management 2006 — 2009
Bachelor of Science (BS), Finance & Business Law
Deborah Valenzuela's Wells Fargo Experience June 1993 - June 1996
Job SVP Regional Brokerage Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
J.P. Morgan Securities July 1998 - March 2013
Protective Life July 2006 - January 2007
Bank of Hawaii July 1997 - July 1998
Wells Fargo June 1993 - June 1996
Prudential Financial May 1992 - June 1993
Valley National Bank 1989 - 1992
Skills
Mutual Funds, Retirement Planning, Securities, Investments, Financial Services, Insurance
Education
Boston University 2012 — 2015
CFP Program
University of Arizona 1980 — 1985
BS, Finance
Wells Fargo Advisors March 2013 - Present
J.P. Morgan Securities July 1998 - March 2013
Protective Life July 2006 - January 2007
Bank of Hawaii July 1997 - July 1998
Wells Fargo June 1993 - June 1996
Prudential Financial May 1992 - June 1993
Valley National Bank 1989 - 1992
Skills
Mutual Funds, Retirement Planning, Securities, Investments, Financial Services, Insurance
Education
Boston University 2012 — 2015
CFP Program
University of Arizona 1980 — 1985
BS, Finance
Stephen Carll's Wells Fargo Experience July 2007 - Present
Job Managing Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2007 - Present
Wells Fargo Capital Finance April 2001 - June 2007
PrimeStreet Corporation 1999 - 2001
Bank of Boston 1998 - 1999
Bank of Boston 1994 - 1998
BayBank 1992 - 1994
BayBank 1990 - 1992
Skills
Due Diligence, Corporate Finance, Credit Analysis, Private Equity, Portfolio Management, Asset Based Lending, Banking, Financial Modeling, Capital Markets, Middle Market, Credit, Financial Analysis, Mergers & Acquisitions
Education
Boston University 1993 — 1996
Master of Business Administration (MBA), Finance and Financial Management Services
University of Rhode Island - College of Business Administration 1983 — 1987
Bachelor of Science (BS), Finance, General
Wells Fargo July 2007 - Present
Wells Fargo Capital Finance April 2001 - June 2007
PrimeStreet Corporation 1999 - 2001
Bank of Boston 1998 - 1999
Bank of Boston 1994 - 1998
BayBank 1992 - 1994
BayBank 1990 - 1992
Skills
Due Diligence, Corporate Finance, Credit Analysis, Private Equity, Portfolio Management, Asset Based Lending, Banking, Financial Modeling, Capital Markets, Middle Market, Credit, Financial Analysis, Mergers & Acquisitions
Education
Boston University 1993 — 1996
Master of Business Administration (MBA), Finance and Financial Management Services
University of Rhode Island - College of Business Administration 1983 — 1987
Bachelor of Science (BS), Finance, General
David Mastroianni's Wells Fargo Experience August 2011 - Present
Job Assistant Vice President at Wells Fargo
Industry Real Estate
Experience
Wells Fargo August 2011 - Present
New Boston Fund February 2003 - July 2011
Trilogy Partners LLC February 2002 - January 2003
AEW Capital Management February 1999 - April 2001
Arthur Andersen LLP June 1995 - February 1998
Skills
Accounting, Finance, Asset Managment, Financial Modeling, Real Estate, Leases, Property Management, Due Diligence, Asset Management, Real Estate Development, Acquisitions, Affordable Housing, Commercial Real Estate, Portfolio Management, Disposition, Financial Reporting, Real Estate Transactions, Variance Analysis, Financial Statements, Real Estate Economics, Valuation, Underwriting, Limited Partnerships, Retail, Real Estate Financing, Dispositions
Education
Boston University Questrom School of Business 1995 — 1996
MBA, Accounting
Tufts University 1991 — 1995
BA, Economics
Buckingham Browne & Nichols 1987 — 1991
Wells Fargo August 2011 - Present
New Boston Fund February 2003 - July 2011
Trilogy Partners LLC February 2002 - January 2003
AEW Capital Management February 1999 - April 2001
Arthur Andersen LLP June 1995 - February 1998
Skills
Accounting, Finance, Asset Managment, Financial Modeling, Real Estate, Leases, Property Management, Due Diligence, Asset Management, Real Estate Development, Acquisitions, Affordable Housing, Commercial Real Estate, Portfolio Management, Disposition, Financial Reporting, Real Estate Transactions, Variance Analysis, Financial Statements, Real Estate Economics, Valuation, Underwriting, Limited Partnerships, Retail, Real Estate Financing, Dispositions
Education
Boston University Questrom School of Business 1995 — 1996
MBA, Accounting
Tufts University 1991 — 1995
BA, Economics
Buckingham Browne & Nichols 1987 — 1991
Andrew Bishins's Wells Fargo Experience October 2008 - March 2012
Job Area Developer / Owner at Orangetheory Fitness
Industry Health, Wellness and Fitness
Experience
Orangetheory Fitness June 2013 - Present
iCapital, LLC March 2012 - November 2012
Wells Fargo October 2008 - March 2012
ING (formerly CitiStreet, formerly State Street) December 1996 - October 2008
John Hancock Life Insurance Company (U.S.A.) June 1993 - December 1996
Skills
Investments, Retirement, Wealth Management, Asset Allocation, ERISA, Investment Management, Financial Advisory, Finance
Education
Boston University 1989 — 1993
Bachelor of Science (BS)
Orangetheory Fitness June 2013 - Present
iCapital, LLC March 2012 - November 2012
Wells Fargo October 2008 - March 2012
ING (formerly CitiStreet, formerly State Street) December 1996 - October 2008
John Hancock Life Insurance Company (U.S.A.) June 1993 - December 1996
Skills
Investments, Retirement, Wealth Management, Asset Allocation, ERISA, Investment Management, Financial Advisory, Finance
Education
Boston University 1989 — 1993
Bachelor of Science (BS)
Robert Lauro's Wells Fargo Experience August 1998 - July 2002
Job Senior Consultant at J2 Interactive
Industry Information Technology and Services
Experience
J2 Interactive September 2015 - Present
McKesson October 2013 - Present
Lifepoint Informatics December 2008 - July 2015
Integrated Software Solutions, Inc. March 2003 - July 2009
Millennial Technologies 2008 - 2009
Millennial Technologies 2008 - 2009
Wells Fargo August 1998 - July 2002
Skills
Intersystems Cache, Microsoft SQL Server, HL7, Microsoft Excel, HTML, Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Outlook, Public Speaking, Strategic Planning
Education
Boston University 1993 — 1998
Bachelor's degree, Management / Business Finance
Notre Dame High School 1990 — 1993
J2 Interactive September 2015 - Present
McKesson October 2013 - Present
Lifepoint Informatics December 2008 - July 2015
Integrated Software Solutions, Inc. March 2003 - July 2009
Millennial Technologies 2008 - 2009
Millennial Technologies 2008 - 2009
Wells Fargo August 1998 - July 2002
Skills
Intersystems Cache, Microsoft SQL Server, HL7, Microsoft Excel, HTML, Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Outlook, Public Speaking, Strategic Planning
Education
Boston University 1993 — 1998
Bachelor's degree, Management / Business Finance
Notre Dame High School 1990 — 1993
Eric Goffin's Wells Fargo Experience 2006 - 2008
Job Financial Services Analyst
Industry Financial Services
Experience
Fannie Mae 2010 - 2011
Fannie Mae 2009 - 2010
Wells Fargo 2006 - 2008
Wells Fargo 2004 - 2006
Skills
Maryland Real Estate..., Risk Management, Credit, Loans, Mortgage Lending, Portfolio Management, Credit Analysis, Banking, Credit Risk, Financial Services, Securities, Underwriting, Financial Risk, Investments, Financial Analysis, Relationship Management, Fixed Income, Finance, Strategic Financial..., Asset Management, Commercial Lending, Financial Modeling, Capital Markets, Mutual Funds, Derivatives, Accounting
Education
Bowie State University 1998 — 2002
B.S., Marketing
University of Baltimore School of Law
Real Estate Concentration
Fannie Mae 2010 - 2011
Fannie Mae 2009 - 2010
Wells Fargo 2006 - 2008
Wells Fargo 2004 - 2006
Skills
Maryland Real Estate..., Risk Management, Credit, Loans, Mortgage Lending, Portfolio Management, Credit Analysis, Banking, Credit Risk, Financial Services, Securities, Underwriting, Financial Risk, Investments, Financial Analysis, Relationship Management, Fixed Income, Finance, Strategic Financial..., Asset Management, Commercial Lending, Financial Modeling, Capital Markets, Mutual Funds, Derivatives, Accounting
Education
Bowie State University 1998 — 2002
B.S., Marketing
University of Baltimore School of Law
Real Estate Concentration
B. Amoapim's Wells Fargo Experience April 2012 - January 2013
Job Senior Business Analyst at AT&T
Industry Financial Services
Experience
AT&T March 2014 - Present
Crawford & Company November 2013 - March 2014
VeriFone May 2013 - November 2013
Wells Fargo April 2012 - January 2013
WorldPay June 2010 - April 2012
Cornerstone Bank October 2009 - February 2010
Skills
Business Analysis, Requirements Gathering, Functional..., Business Requirements, Traceability Matrix, Process Improvement, Visio, Banking, Microsoft SQL Server, SharePoint, SDLC, Use Case Diagrams, Agile Methodologies, Financial Modeling, Financial Analysis, Risk Management, Credit Analysis, Finance
Education
Boston University 2013 — 2015
Master's degree, Management Information Systems, General
Marylhurst University
Master of Business Administration (MBA), Finance
Marylhurst University
BS, Real Estate
UW Madison
Bachelor of Arts (BA), Economics
AT&T March 2014 - Present
Crawford & Company November 2013 - March 2014
VeriFone May 2013 - November 2013
Wells Fargo April 2012 - January 2013
WorldPay June 2010 - April 2012
Cornerstone Bank October 2009 - February 2010
Skills
Business Analysis, Requirements Gathering, Functional..., Business Requirements, Traceability Matrix, Process Improvement, Visio, Banking, Microsoft SQL Server, SharePoint, SDLC, Use Case Diagrams, Agile Methodologies, Financial Modeling, Financial Analysis, Risk Management, Credit Analysis, Finance
Education
Boston University 2013 — 2015
Master's degree, Management Information Systems, General
Marylhurst University
Master of Business Administration (MBA), Finance
Marylhurst University
BS, Real Estate
UW Madison
Bachelor of Arts (BA), Economics
Justin Sepcsik's Wells Fargo Experience May 2012 - Present
Job Brokerage Associate / Personal Banker II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2012 - Present
Valley National Bank June 2010 - May 2012
Skills
Analysis, Operations Management, Customer Service, Sales, Reports, Team Leadership
Education
Boston University 2004 — 2008
Bachelor's degree, Economics
Wells Fargo May 2012 - Present
Valley National Bank June 2010 - May 2012
Skills
Analysis, Operations Management, Customer Service, Sales, Reports, Team Leadership
Education
Boston University 2004 — 2008
Bachelor's degree, Economics
Deidre Roberts's Wells Fargo Experience September 2000 - April 2004
Job Trust Real Estate Officer at M&T Bank
Industry Banking
Experience
M&T Bank January 2005 - Present
Wells Fargo Home Mortgage April 2004 - January 2005
Wells Fargo September 2000 - April 2004
Education
Boston University 2006 — 2008
MS, Finance and Financial Management Services
Bowie State University 1996 — 1999
BS, Business Administration and Management, General
M&T Bank January 2005 - Present
Wells Fargo Home Mortgage April 2004 - January 2005
Wells Fargo September 2000 - April 2004
Education
Boston University 2006 — 2008
MS, Finance and Financial Management Services
Bowie State University 1996 — 1999
BS, Business Administration and Management, General
Alexander Simonides's Wells Fargo Experience June 2013 - August 2013
Job FX Operations Analyst at HSBC
Industry Financial Services
Experience
HSBC Global Banking and Markets November 2014 - Present
Lord, Abbett & Co. LLC June 2014 - November 2014
Wells Fargo June 2013 - August 2013
Connectivity Data Systems, LLC June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, MSPowerPoint, Adobe Creative Suite, Budgets, PowerPoint, Teamwork, Public Speaking, Financial Analysis
Education
Boston University 2009 — 2014
Bachelor of Arts (B.A.), Economics
HSBC Global Banking and Markets November 2014 - Present
Lord, Abbett & Co. LLC June 2014 - November 2014
Wells Fargo June 2013 - August 2013
Connectivity Data Systems, LLC June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, MSPowerPoint, Adobe Creative Suite, Budgets, PowerPoint, Teamwork, Public Speaking, Financial Analysis
Education
Boston University 2009 — 2014
Bachelor of Arts (B.A.), Economics
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank