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.
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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
Stephen Eldridge Stephen Eldridge's Wells Fargo Experience June 2015 - August 2015
Job MBA Candidate at Carnegie Mellon Tepper School of Business
Industry Higher Education
Experience
Carnegie Mellon Tepper School of Business August 2014 - Present
Wells Fargo June 2015 - August 2015
North American Electric Reliability Corporation August 2012 - August 2014
US Army April 2009 - April 2011
US Army September 2008 - April 2009
US Army January 2007 - September 2008
Skills
Leadership, Operations Management, Military Experience, Military Operations, Counterinsurgency, Counterterrorism, Foreign Policy, Foreign Policy Analysis, Foreign Affairs, Personnel Supervision, Supervisory Experience, Management, Command, Training, Project Planning, Weapons, Operational Planning, Security, Strategy, DoD, Navy, Army, Security Clearance, Military Logistics, Intelligence Analysis, National Security, Intelligence
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 2002 — 2006
B.S, International Relations; Systems Engineering, 2006
Carnegie Mellon Tepper School of Business August 2014 - Present
Wells Fargo June 2015 - August 2015
North American Electric Reliability Corporation August 2012 - August 2014
US Army April 2009 - April 2011
US Army September 2008 - April 2009
US Army January 2007 - September 2008
Skills
Leadership, Operations Management, Military Experience, Military Operations, Counterinsurgency, Counterterrorism, Foreign Policy, Foreign Policy Analysis, Foreign Affairs, Personnel Supervision, Supervisory Experience, Management, Command, Training, Project Planning, Weapons, Operational Planning, Security, Strategy, DoD, Navy, Army, Security Clearance, Military Logistics, Intelligence Analysis, National Security, Intelligence
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 2002 — 2006
B.S, International Relations; Systems Engineering, 2006
Rohan Mukherji Rohan Mukherji's Wells Fargo Experience May 2008 - September 2008
Job CoFounder & CEO
Industry Information Technology and Services
Experience
Carnegie Mellon University January 2015 - Present
iBreathe June 2009 - Present
iBreathe.Inc May 2011 - April 2014
iBreathe.Inc June 2009 - May 2011
Wells Fargo May 2008 - September 2008
Honda May 2007 - August 2007
Skills
Software Development, Strategy, Entrepreneurship, Leadership, Product Management, Business Development, Agile Methodologies, Sales, Finance, Cloud Computing, Social Media Marketing, Social Media, Sponsorship, Strategic Customer..., Customer Focused Design, MAUT, Scrum, Marketing Strategy, Requirements Analysis, Risk Management, Contextual Analysis, Contextual Interviews, Scaling & Root Planing, Product Innovation, Open Innovation, Decision Modeling, Game Theory, Big Data Analytics, User Interface Design, User Acceptance Testing, Use Case Analysis, Agile Project Management, Human Computer..., Technology Roadmapping, Strategic Roadmaps, Customer Value..., Rapid Prototyping, Product Vision, Strategic Brand..., Mobile Advertising, Display Advertising, super flexibility, Performance Management, Change Management, Data Monetization, Balanced Scorecard, MapReduce, Amazon Web Services..., Salesforce.com
Education
Carnegie Mellon University 2012 — 2014
Master of Science (MS) College of Engineering, Entrepreneurship & Software Management, Summa Cum Laude
University of California, Santa Barbara 2005 — 2010
B.A. Business Economics, Electrical Engineering, Chemistry, Computer Science, Economics, Finance & Accounting, Entrepreneurial Honors
University of California, Los Angeles 2006 — 2006
Bachelor of Arts in Business Economics, Mathematics and Statistics; Managerial Economics; Business Economics, Cum Laude
Carnegie Mellon University January 2015 - Present
iBreathe June 2009 - Present
iBreathe.Inc May 2011 - April 2014
iBreathe.Inc June 2009 - May 2011
Wells Fargo May 2008 - September 2008
Honda May 2007 - August 2007
Skills
Software Development, Strategy, Entrepreneurship, Leadership, Product Management, Business Development, Agile Methodologies, Sales, Finance, Cloud Computing, Social Media Marketing, Social Media, Sponsorship, Strategic Customer..., Customer Focused Design, MAUT, Scrum, Marketing Strategy, Requirements Analysis, Risk Management, Contextual Analysis, Contextual Interviews, Scaling & Root Planing, Product Innovation, Open Innovation, Decision Modeling, Game Theory, Big Data Analytics, User Interface Design, User Acceptance Testing, Use Case Analysis, Agile Project Management, Human Computer..., Technology Roadmapping, Strategic Roadmaps, Customer Value..., Rapid Prototyping, Product Vision, Strategic Brand..., Mobile Advertising, Display Advertising, super flexibility, Performance Management, Change Management, Data Monetization, Balanced Scorecard, MapReduce, Amazon Web Services..., Salesforce.com
Education
Carnegie Mellon University 2012 — 2014
Master of Science (MS) College of Engineering, Entrepreneurship & Software Management, Summa Cum Laude
University of California, Santa Barbara 2005 — 2010
B.A. Business Economics, Electrical Engineering, Chemistry, Computer Science, Economics, Finance & Accounting, Entrepreneurial Honors
University of California, Los Angeles 2006 — 2006
Bachelor of Arts in Business Economics, Mathematics and Statistics; Managerial Economics; Business Economics, Cum Laude
Kathy K Kathy K's Wells Fargo Experience February 2012 - February 2015
Job Student
Industry Hospital & Health Care
Experience
Valley Care Gastro February 2015 - March 2015
Wells Fargo February 2012 - February 2015
Brink’s June 2010 - January 2012
Alta Bates Summit Outpatient June 2008 - August 2010
Skills
Medical Assisting, Healthcare, Retail Banking, Administrative..., Logistics, Customer Service, Microsoft Word, Teamwork, Telephone Skills, Payments, Sales, Time Management, Microsoft Excel, Deposits, Training, Medical Terminology, Data Entry
Education
Carrington College California-San Leandro 2014 — 2015
Medical/Clinical Assistant
Merritt College 2012 — 2014
Associate of Arts (A.A.), Social and Behavioral
Valley Care Gastro February 2015 - March 2015
Wells Fargo February 2012 - February 2015
Brink’s June 2010 - January 2012
Alta Bates Summit Outpatient June 2008 - August 2010
Skills
Medical Assisting, Healthcare, Retail Banking, Administrative..., Logistics, Customer Service, Microsoft Word, Teamwork, Telephone Skills, Payments, Sales, Time Management, Microsoft Excel, Deposits, Training, Medical Terminology, Data Entry
Education
Carrington College California-San Leandro 2014 — 2015
Medical/Clinical Assistant
Merritt College 2012 — 2014
Associate of Arts (A.A.), Social and Behavioral
Pa Lor Pa Lor's Wells Fargo Experience June 2007 - August 2007
Job Office Coordinator at St. Catherine University
Industry Nonprofit Organization Management
Experience
St. Catherine University October 2013 - Present
College Possible August 2012 - August 2013
College Possible August 2011 - August 2012
Carleton College Preservations & Collections Department September 2009 - June 2011
Carleton College June 2010 - August 2010
Carleton College Custodial Services June 2009 - July 2009
Wells Fargo June 2007 - August 2007
Skills
Event Planning, Community Outreach, Curriculum Development, Relationship Management, Program Development, Organizing, Data Analysis, Workshop Facilitation, Staffing Coordination, Publication Development, Microsoft Office, PowerPoint, Project Management, Volunteer Management, Training
Education
Carleton College 2007 — 2011
Bachelor of Arts, Political Science/International Relations; Political Economy
St. Catherine University
Master’s Degree, Organizational Leadership
St. Catherine University October 2013 - Present
College Possible August 2012 - August 2013
College Possible August 2011 - August 2012
Carleton College Preservations & Collections Department September 2009 - June 2011
Carleton College June 2010 - August 2010
Carleton College Custodial Services June 2009 - July 2009
Wells Fargo June 2007 - August 2007
Skills
Event Planning, Community Outreach, Curriculum Development, Relationship Management, Program Development, Organizing, Data Analysis, Workshop Facilitation, Staffing Coordination, Publication Development, Microsoft Office, PowerPoint, Project Management, Volunteer Management, Training
Education
Carleton College 2007 — 2011
Bachelor of Arts, Political Science/International Relations; Political Economy
St. Catherine University
Master’s Degree, Organizational Leadership
Garvit Pant's Wells Fargo Experience February 2014 - January 2015
Job Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo, Wholesale February 2015 - Present
Wells Fargo February 2014 - January 2015
Wells Fargo April 2013 - February 2014
Visa March 2001 - April 2013
United Infotech March 1998 - March 2001
Skills
Product Development, Agile Methodologies, Distributed Systems, Software Development, Enterprise Architecture, Software Engineering, Java, SDLC, SOA, Product Management, Software Project..., Agile Project Management, Payment Card Processing, Technical Leadership, Web Services, Project Management, Java Enterprise Edition, Integration, Requirements Analysis, Requirements Gathering
Education
Carnegie Mellon University 2006 — 2008
MS, Software Engineering & Development Management
PMI.org 2012 — 2012
PMP Certification, Project Management
SCJCP-Sun Certification 2004 — 2004
SCJCP, Core Java
Hadoop Training, Cloudera Inc , CA 2011 — 2011
Training Certificate, Hadoop Application Development
Microsoft Corporation , CA 2003 — 2003
Corporate Training, COM +, Application Center 2000 (CLB)
Installshield Corporation,CA 2002 — 2002
Expert Certification, Installshield programming and development
Koenig Solutions 2012 — 2012
CISSP & CEH Boot Camp, Computer and Information Systems Security/Information Assurance
Wells Fargo, Wholesale February 2015 - Present
Wells Fargo February 2014 - January 2015
Wells Fargo April 2013 - February 2014
Visa March 2001 - April 2013
United Infotech March 1998 - March 2001
Skills
Product Development, Agile Methodologies, Distributed Systems, Software Development, Enterprise Architecture, Software Engineering, Java, SDLC, SOA, Product Management, Software Project..., Agile Project Management, Payment Card Processing, Technical Leadership, Web Services, Project Management, Java Enterprise Edition, Integration, Requirements Analysis, Requirements Gathering
Education
Carnegie Mellon University 2006 — 2008
MS, Software Engineering & Development Management
PMI.org 2012 — 2012
PMP Certification, Project Management
SCJCP-Sun Certification 2004 — 2004
SCJCP, Core Java
Hadoop Training, Cloudera Inc , CA 2011 — 2011
Training Certificate, Hadoop Application Development
Microsoft Corporation , CA 2003 — 2003
Corporate Training, COM +, Application Center 2000 (CLB)
Installshield Corporation,CA 2002 — 2002
Expert Certification, Installshield programming and development
Koenig Solutions 2012 — 2012
CISSP & CEH Boot Camp, Computer and Information Systems Security/Information Assurance
Maria Hawes Maria Hawes's Wells Fargo Experience April 2012 - April 2013
Job College Recruiting Assistant at Johns Hopklins Applied Physics Lab
Industry Financial Services
Experience
The Johns Hopkins University Applied Physics Laboratory July 2014 - Present
Maryland Career Network October 2013 - July 2014
Wells Fargo April 2012 - April 2013
Wells Fargo October 2010 - April 2012
Wells Fargo May 1986 - October 2010
Skills
Customer Service, Recruiting, Interviewing, Payroll, Employee & customer..., Training & development, decision making, records management, Attention to detail, Communication Skills, scheduling, Time Management, compliance & regulations, Mentoring, staffing, data entry, Team Management, Microsoft Excel, Word,..., Partnering, Liason, Interviews, Taleo Applicant..., Applicant Tracking..., Management
Education
Carroll Community College 2013 — 2013
Certifications: Excel 1,2, & 3, Word 1,2 & 3, Outlook level 1, Powerpoint 1, Ouickbooks Pro & Payrol, Microsoft
Enterprise Training School 2013 — 2013
Licensed Life & Health Insurance Producer, Life & Health Insurance
Towson University
Catonsville Community College
Archbishop Keough High School
The Johns Hopkins University Applied Physics Laboratory July 2014 - Present
Maryland Career Network October 2013 - July 2014
Wells Fargo April 2012 - April 2013
Wells Fargo October 2010 - April 2012
Wells Fargo May 1986 - October 2010
Skills
Customer Service, Recruiting, Interviewing, Payroll, Employee & customer..., Training & development, decision making, records management, Attention to detail, Communication Skills, scheduling, Time Management, compliance & regulations, Mentoring, staffing, data entry, Team Management, Microsoft Excel, Word,..., Partnering, Liason, Interviews, Taleo Applicant..., Applicant Tracking..., Management
Education
Carroll Community College 2013 — 2013
Certifications: Excel 1,2, & 3, Word 1,2 & 3, Outlook level 1, Powerpoint 1, Ouickbooks Pro & Payrol, Microsoft
Enterprise Training School 2013 — 2013
Licensed Life & Health Insurance Producer, Life & Health Insurance
Towson University
Catonsville Community College
Archbishop Keough High School
Kurt Hendershot Kurt Hendershot's Wells Fargo Experience November 2012 - April 2013
Job Loss Prevention Specialist RentACenter FSC
Industry Retail
Experience
Rent-A-Center December 2013 - Present
Barnes & Noble April 2013 - December 2013
Wells Fargo November 2012 - April 2013
Barnes & Noble October 2010 - October 2010
Skills
Retail, Merchandising, Customer Service, Sales, Inventory Management, Store Management, Customer Satisfaction, Visual Merchandising, Loss Prevention, Retail Sales, Sales Management, Time Management, Microsoft Office, Store Operations, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Outlook, Data Entry
Education
Carteret Community College 2005 — 2008
Associate's Degree, Business Administration and Management, General
Northampton Community College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Culinary Arts and Related Services
North Warren Regional 2000 — 2003
University of North Texas
Bachelor's Degree, Logistics, Materials, and Supply Chain Management, 3.0 Currently
Rent-A-Center December 2013 - Present
Barnes & Noble April 2013 - December 2013
Wells Fargo November 2012 - April 2013
Barnes & Noble October 2010 - October 2010
Skills
Retail, Merchandising, Customer Service, Sales, Inventory Management, Store Management, Customer Satisfaction, Visual Merchandising, Loss Prevention, Retail Sales, Sales Management, Time Management, Microsoft Office, Store Operations, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Outlook, Data Entry
Education
Carteret Community College 2005 — 2008
Associate's Degree, Business Administration and Management, General
Northampton Community College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Culinary Arts and Related Services
North Warren Regional 2000 — 2003
University of North Texas
Bachelor's Degree, Logistics, Materials, and Supply Chain Management, 3.0 Currently
Matthew Fey Matthew Fey's Wells Fargo Experience February 2013 - October 2013
Job Claims/AR Specialist at Nike (Pro Unlimited)
Industry Marketing and Advertising
Experience
Nike (Pro Unlimited) October 2014 - Present
Wells Fargo February 2013 - October 2013
SUA March 2005 - May 2012
UPS August 2011 - February 2012
Skills
Customer Service, Microsoft Excel, Microsoft Word, Time Management, Leadership, Communication, Sports, Creative Writing, Versatility, Photography, Film Production, Presentations, PowerPoint, SAP
Education
Carroll College 2010 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, General, Marketing, International Business
Carroll College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Nike (Pro Unlimited) October 2014 - Present
Wells Fargo February 2013 - October 2013
SUA March 2005 - May 2012
UPS August 2011 - February 2012
Skills
Customer Service, Microsoft Excel, Microsoft Word, Time Management, Leadership, Communication, Sports, Creative Writing, Versatility, Photography, Film Production, Presentations, PowerPoint, SAP
Education
Carroll College 2010 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, General, Marketing, International Business
Carroll College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Farah Siddiqi Farah Siddiqi's Wells Fargo Experience 2004 - 2008
Job Communications Director
Industry Public Relations and Communications
Experience
Huntington Learning Center 2013 - Present
RPG/Petit Party 2009 - Present
Wells Fargo 2004 - 2008
KTVU September 2003 - June 2005
Western Financial Bank 2001 - 2002
Skills
Editing, Public Relations, Media Relations, Strategic Communications, Social Media, Corporate Communications, Press Releases, Internal Communications, Marketing Communications, Nonprofits, Newsletters, Crisis Communications
Education
California State University-East Bay 2003 — 2005
Bachelor of Arts (B.A.), Broadcast Journalism
Carleton University 1998 — 2000
Broadcast Journalism
Huntington Learning Center 2013 - Present
RPG/Petit Party 2009 - Present
Wells Fargo 2004 - 2008
KTVU September 2003 - June 2005
Western Financial Bank 2001 - 2002
Skills
Editing, Public Relations, Media Relations, Strategic Communications, Social Media, Corporate Communications, Press Releases, Internal Communications, Marketing Communications, Nonprofits, Newsletters, Crisis Communications
Education
California State University-East Bay 2003 — 2005
Bachelor of Arts (B.A.), Broadcast Journalism
Carleton University 1998 — 2000
Broadcast Journalism
Manish Taneja Manish Taneja's Wells Fargo Experience December 2013 - Present
Job Managing Director, Head International Risk Distribution & Loan Syndications at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
WestLB 2002 - 2013
Credit Suisse 1998 - 2002
Credit Suisse 1994 - 1998
IBM 1991 - 1994
Education
Carnegie Mellon University 1989 — 1991
Master of Business Administration (MBA)
Carnegie Mellon University 1986 — 1991
Bachelor of Science (BSc), Electrical Engineering
Wells Fargo December 2013 - Present
WestLB 2002 - 2013
Credit Suisse 1998 - 2002
Credit Suisse 1994 - 1998
IBM 1991 - 1994
Education
Carnegie Mellon University 1989 — 1991
Master of Business Administration (MBA)
Carnegie Mellon University 1986 — 1991
Bachelor of Science (BSc), Electrical Engineering
Melissa Frick Minick, MS, CFE, CFCI Melissa Frick Minick, MS, CFE, CFCI's Wells Fargo Experience February 2011 - January 2014
Job Partner, Financial Crime Consulting Services
Industry Financial Services
Experience
Association of Certified Fraud Examiners (ACFE) August 2015 - Present
Marsh Minick PC, Financial Crime Consulting Services October 2013 - Present
Umpqua Bank December 2014 - August 2015
TIAA-CREF January 2014 - December 2014
Wells Fargo February 2011 - January 2014
Wells Fargo January 2010 - February 2011
Wells Fargo January 2008 - January 2010
Wells Fargo March 2007 - January 2008
Wells Fargo March 2005 - March 2007
Wells Fargo March 2003 - February 2005
Skills
Bank Secrecy Act, Certified Fraud Examiner, Banking, Loans, Credit, Retail Banking, Risk Management, Underwriting, Finance, Relationship Management, Financial Risk, Process Improvement, Call Centers, Business Analysis, Customer Service, Leadership, Vendor Management, SDLC, Analysis, Consumer Lending, Loan Origination, Internet Banking, Credit Risk, Credit Analysis, Lines Of Credit, Business Process..., Home Equity Lines of..., Credit Cards, Home Equity Loans, Operational Risk, Training, Customer Experience, Loss Mitigation, Cash Management, AML, Operational Risk..., Deposits, Branch Banking, Mortgage Banking, Fraud, Management, Due Diligence, Risk Assessment, Financial Analysis, Financial Services, Microsoft Office, Data Analysis, Microsoft Excel, Strategy, Anti Money Laundering
Education
Carlow University 2013 — 2014
Master of Science (MS), Fraud and Forensics
Eastern Oregon University 2009 — 2013
Bachelor of Science (BS), Business Admin: Management, Organization, and Leadership, Graduate Cum Laude
Association of Certified Fraud Examiners (ACFE) August 2015 - Present
Marsh Minick PC, Financial Crime Consulting Services October 2013 - Present
Umpqua Bank December 2014 - August 2015
TIAA-CREF January 2014 - December 2014
Wells Fargo February 2011 - January 2014
Wells Fargo January 2010 - February 2011
Wells Fargo January 2008 - January 2010
Wells Fargo March 2007 - January 2008
Wells Fargo March 2005 - March 2007
Wells Fargo March 2003 - February 2005
Skills
Bank Secrecy Act, Certified Fraud Examiner, Banking, Loans, Credit, Retail Banking, Risk Management, Underwriting, Finance, Relationship Management, Financial Risk, Process Improvement, Call Centers, Business Analysis, Customer Service, Leadership, Vendor Management, SDLC, Analysis, Consumer Lending, Loan Origination, Internet Banking, Credit Risk, Credit Analysis, Lines Of Credit, Business Process..., Home Equity Lines of..., Credit Cards, Home Equity Loans, Operational Risk, Training, Customer Experience, Loss Mitigation, Cash Management, AML, Operational Risk..., Deposits, Branch Banking, Mortgage Banking, Fraud, Management, Due Diligence, Risk Assessment, Financial Analysis, Financial Services, Microsoft Office, Data Analysis, Microsoft Excel, Strategy, Anti Money Laundering
Education
Carlow University 2013 — 2014
Master of Science (MS), Fraud and Forensics
Eastern Oregon University 2009 — 2013
Bachelor of Science (BS), Business Admin: Management, Organization, and Leadership, Graduate Cum Laude
Phillip Juda Phillip Juda's Wells Fargo Experience July 2009 - August 2010
Job Analyst at Field Nation
Industry Renewables & Environment
Experience
Field Nation May 2015 - Present
The Running Room October 2013 - Present
FieldSolutions January 2014 - May 2015
Carleton College August 2010 - June 2013
MIAC November 2012 - December 2012
Environment Minnesota June 2012 - August 2012
Wells Fargo July 2009 - August 2010
Boy Scouts of America August 2006 - July 2009
Skills
Leadership, Conflict Resolution, Research, Public Speaking, Microsoft Excel, PowerPoint, Environmental Awareness, Economics, Econometrics, Stata, Sustainability, Community Outreach, Data Analysis, Time Management
Education
Carleton College 2009 — 2013
Bachelor of Arts (BA), Economics and Environmental Studies
Maple Grove Senior High
Field Nation May 2015 - Present
The Running Room October 2013 - Present
FieldSolutions January 2014 - May 2015
Carleton College August 2010 - June 2013
MIAC November 2012 - December 2012
Environment Minnesota June 2012 - August 2012
Wells Fargo July 2009 - August 2010
Boy Scouts of America August 2006 - July 2009
Skills
Leadership, Conflict Resolution, Research, Public Speaking, Microsoft Excel, PowerPoint, Environmental Awareness, Economics, Econometrics, Stata, Sustainability, Community Outreach, Data Analysis, Time Management
Education
Carleton College 2009 — 2013
Bachelor of Arts (BA), Economics and Environmental Studies
Maple Grove Senior High
Amy Kao's Wells Fargo Experience June 2012 - August 2012
Job
Industry Management Consulting
Experience
Deloitte August 2012 - Present
We Are Impacting Communities January 2013 - Present
Musicopia January 2013 - Present
International Music and Arts Society February 2010 - Present
Wilhelmina Models January 2013 - Present
Smart Woman Securities Carnegie Mellon 2011 - Present
Wells Fargo June 2012 - August 2012
Carnegie Mellon Business Association May 2011 - May 2012
Citigroup May 2011 - August 2011
Special Cares Community Services, Inc. July 2010 - July 2011
Skills
Financial Modeling, Financial Analysis, PowerPoint, Banking, Data Analysis, Business Strategy, Analysis, Capital Markets, Market Research, Economics, Strategy, Leadership, Management Consulting, Business Analysis, Strategic Planning
Education
Yale University - Yale School of Management
Carnegie Mellon University 2008 — 2012
BS
Oxford University
Deloitte August 2012 - Present
We Are Impacting Communities January 2013 - Present
Musicopia January 2013 - Present
International Music and Arts Society February 2010 - Present
Wilhelmina Models January 2013 - Present
Smart Woman Securities Carnegie Mellon 2011 - Present
Wells Fargo June 2012 - August 2012
Carnegie Mellon Business Association May 2011 - May 2012
Citigroup May 2011 - August 2011
Special Cares Community Services, Inc. July 2010 - July 2011
Skills
Financial Modeling, Financial Analysis, PowerPoint, Banking, Data Analysis, Business Strategy, Analysis, Capital Markets, Market Research, Economics, Strategy, Leadership, Management Consulting, Business Analysis, Strategic Planning
Education
Yale University - Yale School of Management
Carnegie Mellon University 2008 — 2012
BS
Oxford University
Jessica Human Jessica Human's Wells Fargo Experience June 2007 - June 2008
Job Store Manager
Industry Retail
Experience
AM Retail Group September 2014 - Present
Pacific Sunwear September 2009 - September 2014
American Eagle Outfitters June 2008 - September 2009
Wells Fargo June 2007 - June 2008
Bank of America September 2005 - June 2008
Skills
Retail, Loss Prevention, Visual Merchandising, Store Management, Retail Sales, Big Box, Inventory Control, Inventory Management, Merchandise Planning, Merchandising, New Store Openings, Profit, Shrinkage, Store Operations
Education
Carroll Community College 2000 — 2002
Associate of Arts (AA), Business Administration and Management, General
AM Retail Group September 2014 - Present
Pacific Sunwear September 2009 - September 2014
American Eagle Outfitters June 2008 - September 2009
Wells Fargo June 2007 - June 2008
Bank of America September 2005 - June 2008
Skills
Retail, Loss Prevention, Visual Merchandising, Store Management, Retail Sales, Big Box, Inventory Control, Inventory Management, Merchandise Planning, Merchandising, New Store Openings, Profit, Shrinkage, Store Operations
Education
Carroll Community College 2000 — 2002
Associate of Arts (AA), Business Administration and Management, General
Horacio Munoz III Horacio Munoz III's Wells Fargo Experience November 2011 - June 2013
Job Second Year MBA student with a focus on Marketing, Innovation and Entrepreneurship
Industry Marketing and Advertising
Experience
Carnegie Mellon University - Tepper School of Business, Class of 2015 August 2013 - May 2015
Colgate Palmolive June 2014 - August 2014
Wells Fargo November 2011 - June 2013
Wells Fargo June 2010 - November 2011
Wells Fargo August 2008 - July 2010
Skills
Leadership, Cross-functional Team..., Brand Development, Microsoft Excel, Data Analysis, Outlook, Sales, Customer Service, Microsoft Office, PowerPoint, Public Speaking, Loans, Climate Change..., Business Relationship..., Client Relations, Creative Strategy
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Marketing/Marketing Management, Entrepreneurship
University of Arizona, Eller College of Management 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Carnegie Mellon University - Tepper School of Business, Class of 2015 August 2013 - May 2015
Colgate Palmolive June 2014 - August 2014
Wells Fargo November 2011 - June 2013
Wells Fargo June 2010 - November 2011
Wells Fargo August 2008 - July 2010
Skills
Leadership, Cross-functional Team..., Brand Development, Microsoft Excel, Data Analysis, Outlook, Sales, Customer Service, Microsoft Office, PowerPoint, Public Speaking, Loans, Climate Change..., Business Relationship..., Client Relations, Creative Strategy
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Marketing/Marketing Management, Entrepreneurship
University of Arizona, Eller College of Management 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Raymond Peter de la Cruz Raymond Peter de la Cruz's Wells Fargo Experience June 2004 - March 2012
Job Manager Financial Planing and Reporting at Bank of the West
Industry Banking
Experience
Bank of the West March 2015 - Present
Bank of the West 2012 - March 2015
Wells Fargo June 2004 - March 2012
Skills
Financial Modeling, Banking, Finance, Forecasting, Credit, Strategic Planning
Education
University of San Francisco - Masagung Graduate School of Management 2003 — 2005
MBA
Carnegie Mellon University 1994 — 1998
Bachelors of Science, Finance & Economics
Bank of the West March 2015 - Present
Bank of the West 2012 - March 2015
Wells Fargo June 2004 - March 2012
Skills
Financial Modeling, Banking, Finance, Forecasting, Credit, Strategic Planning
Education
University of San Francisco - Masagung Graduate School of Management 2003 — 2005
MBA
Carnegie Mellon University 1994 — 1998
Bachelors of Science, Finance & Economics
Akente Ward Akente Ward's Wells Fargo Experience March 2008 - September 2009
Job Veteran Service Representative at The Department of Veteran Affairs
Industry Accounting
Experience
Concordia University Wisconsin April 2012 - Present
The Department of Veteran Affairs June 2009 - Present
Wells Fargo March 2008 - September 2009
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Career Counseling, Customer Service, Training, Resume Writing, Employee Benefits, Human Resources, Leadership Development, Strategic Planning, Government, Recruiting, Team Leadership, Management, Insurance, Process Improvement, Organizational..., Teaching, Accounting, Microsoft Word, Higher Education, Team Building, Nonprofits, Analysis
Education
Ottawa University 2010 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance
The College of St. Scholastica 2004 — 2008
Double Major Economics, Finance, Economics & Finance
Carroll University
Carroll University
Carroll University
Concordia University-Wisconsin
Concordia University Wisconsin April 2012 - Present
The Department of Veteran Affairs June 2009 - Present
Wells Fargo March 2008 - September 2009
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Career Counseling, Customer Service, Training, Resume Writing, Employee Benefits, Human Resources, Leadership Development, Strategic Planning, Government, Recruiting, Team Leadership, Management, Insurance, Process Improvement, Organizational..., Teaching, Accounting, Microsoft Word, Higher Education, Team Building, Nonprofits, Analysis
Education
Ottawa University 2010 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance
The College of St. Scholastica 2004 — 2008
Double Major Economics, Finance, Economics & Finance
Carroll University
Carroll University
Carroll University
Concordia University-Wisconsin
Edward Rogers Edward Rogers's Wells Fargo Experience May 2013 - Present
Job Business Banking Specialist
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
New York Life Insurance Company November 2010 - May 2013
JP Morgan Chase April 2009 - November 2010
JPMorgan Chase January 2005 - April 2009
American Express Financial Advisors February 2003 - January 2005
Skills
Financial Planning, Investments, Retirement, Commercial Banking, Finance, Financial Analysis, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Series 7, Series 63, Fixed Annuities, Coaching, Sales, Disability Insurance, Retail Banking, Life Insurance, Insurance Brokerage, Personal Financial..., Series 65, Property & Casualty..., Health Insurance, Group Insurance, Long Term Care Insurance, Variable Annuities, Fixed Income, College Education..., Sales Management, Strategic Thinking, Voiceovers, Professional Audio, Sound Reinforcement, Sound Editing, Sound Mixing, Product Launch, Publishing, Website Development, Social Media
Education
Carnegie Mellon University 1974 — 1978
Bachelor of Fine Arts (B.F.A.), Drama and Dramatics/Theatre Arts, General
WESTBURY HIGH SCHOOL 1970 — 1974
ACADEMIC, MATHEMATICS, SCIENCE
Wells Fargo May 2013 - Present
New York Life Insurance Company November 2010 - May 2013
JP Morgan Chase April 2009 - November 2010
JPMorgan Chase January 2005 - April 2009
American Express Financial Advisors February 2003 - January 2005
Skills
Financial Planning, Investments, Retirement, Commercial Banking, Finance, Financial Analysis, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Series 7, Series 63, Fixed Annuities, Coaching, Sales, Disability Insurance, Retail Banking, Life Insurance, Insurance Brokerage, Personal Financial..., Series 65, Property & Casualty..., Health Insurance, Group Insurance, Long Term Care Insurance, Variable Annuities, Fixed Income, College Education..., Sales Management, Strategic Thinking, Voiceovers, Professional Audio, Sound Reinforcement, Sound Editing, Sound Mixing, Product Launch, Publishing, Website Development, Social Media
Education
Carnegie Mellon University 1974 — 1978
Bachelor of Fine Arts (B.F.A.), Drama and Dramatics/Theatre Arts, General
WESTBURY HIGH SCHOOL 1970 — 1974
ACADEMIC, MATHEMATICS, SCIENCE
Steve Saylor Steve Saylor's Wells Fargo Experience October 2010 - May 2012
Job Portfolio and Program Manager at Bank of America
Industry Financial Services
Experience
Bank of America May 2012 - Present
Wells Fargo October 2010 - May 2012
CGI Consultants March 2008 - October 2010
Self - Employed September 2007 - March 2008
JAARS, Inc. January 1995 - September 2007
Sun Chemical 1979 - 1995
Skills
Project Planning, Project Implementation, Project Execution, Project Delivery, Project Finance, IT Management, Requirements Analysis, Change Management, IT Operations, Desktop Support, Desktop Administration, Server Management, Help Desk Management, International Project..., Agile Project Management, Software Project..., Technical Support, Project Management, Risk Management, Software Development, Help Desk Support, Network Administration, SDLC, Databases, Project Portfolio..., Visio, Vendor Management, SharePoint, PMO, Business Analysis, ITIL, Software Documentation, Requirements Gathering, PMP, Disaster Recovery, Integration, Systems Analysis, IT Strategy, Business Process..., Business Process, MS Project, Business Requirements, Enterprise Architecture, Program Management, Process Improvement
Education
IFCAD 1996 — 1997
French Studies
Carson-Newman College 1972 — 1976
Bachelors, Chemistry
Bank of America May 2012 - Present
Wells Fargo October 2010 - May 2012
CGI Consultants March 2008 - October 2010
Self - Employed September 2007 - March 2008
JAARS, Inc. January 1995 - September 2007
Sun Chemical 1979 - 1995
Skills
Project Planning, Project Implementation, Project Execution, Project Delivery, Project Finance, IT Management, Requirements Analysis, Change Management, IT Operations, Desktop Support, Desktop Administration, Server Management, Help Desk Management, International Project..., Agile Project Management, Software Project..., Technical Support, Project Management, Risk Management, Software Development, Help Desk Support, Network Administration, SDLC, Databases, Project Portfolio..., Visio, Vendor Management, SharePoint, PMO, Business Analysis, ITIL, Software Documentation, Requirements Gathering, PMP, Disaster Recovery, Integration, Systems Analysis, IT Strategy, Business Process..., Business Process, MS Project, Business Requirements, Enterprise Architecture, Program Management, Process Improvement
Education
IFCAD 1996 — 1997
French Studies
Carson-Newman College 1972 — 1976
Bachelors, Chemistry
Stephen Marsella's Wells Fargo Experience April 2007 - November 2007
Job Loan Closing Coordinator at Salem Five Mortgage Company
Industry Banking
Experience
Salem Five Mortgage Company January 2009 - Present
Franklin American Mortgage Company June 2008 - July 2008
Wells Fargo April 2007 - November 2007
PartMiner April 2000 - October 2000
Provident Funding Associates L.P. August 1999 - April 2000
Salem Five Bank January 1996 - June 1999
Skills
Mortgage Lending, Loans, Real Estate, Investments, FHA, Banking, Residential Mortgages, Credit
Education
Carnegie Mellon University 1983 — 1987
BS, Managerial Economics
Beverly High School 1980 — 1983
HS Diploma
Salem Five Mortgage Company January 2009 - Present
Franklin American Mortgage Company June 2008 - July 2008
Wells Fargo April 2007 - November 2007
PartMiner April 2000 - October 2000
Provident Funding Associates L.P. August 1999 - April 2000
Salem Five Bank January 1996 - June 1999
Skills
Mortgage Lending, Loans, Real Estate, Investments, FHA, Banking, Residential Mortgages, Credit
Education
Carnegie Mellon University 1983 — 1987
BS, Managerial Economics
Beverly High School 1980 — 1983
HS Diploma
Denise Pang Denise Pang's Wells Fargo Experience January 2014 - Present
Job Marketing Database Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Viking Cruises July 2011 - January 2014
Nordstrom May 2010 - August 2010
Feng June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Analytics, Database Queries, Direct Marketing, Microsoft SQL Server, Unica Campaign, Spanish, Customer Service, Customer Experience, Retail, Sales, Fashion
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2011
B.S. in Business Administation, Concentrations in Marketing and International Management
Universidad de Sevilla 2010 — 2010
Study Abroad, Marketing
Kent School 2004 — 2007
High School Diploma
Wells Fargo January 2014 - Present
Viking Cruises July 2011 - January 2014
Nordstrom May 2010 - August 2010
Feng June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Analytics, Database Queries, Direct Marketing, Microsoft SQL Server, Unica Campaign, Spanish, Customer Service, Customer Experience, Retail, Sales, Fashion
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2011
B.S. in Business Administation, Concentrations in Marketing and International Management
Universidad de Sevilla 2010 — 2010
Study Abroad, Marketing
Kent School 2004 — 2007
High School Diploma
Mick McCormac Mick McCormac's Wells Fargo Experience March 2005 - April 2008
Job
Industry Information Technology and Services
Experience
WellPoint January 2013 - April 2015
Amgen May 2008 - October 2012
Wells Fargo March 2005 - April 2008
First Data Corporation 2000 - 2005
WellPoint March 1999 - August 2000
Xerox January 1980 - September 1991
Skills
Unix, Disaster Recovery, SDLC, Agile Methodologies, SQL, Microsoft SQL Server, HTML, SAS BI, Perl Script, Oracle, HP-UX, Solaris, Unix Shell Scripting, Red Hat Linux, C++, Oracle PL/SQL..., Oracle Certified DBA, Shell Scripting, SAS, Perl, Data Warehousing, Troubleshooting, Databases, Requirements Analysis, Visio, Integration, Software Project..., Project Management, Vendor Management, Linux
Education
Carnegie Mellon University
WellPoint January 2013 - April 2015
Amgen May 2008 - October 2012
Wells Fargo March 2005 - April 2008
First Data Corporation 2000 - 2005
WellPoint March 1999 - August 2000
Xerox January 1980 - September 1991
Skills
Unix, Disaster Recovery, SDLC, Agile Methodologies, SQL, Microsoft SQL Server, HTML, SAS BI, Perl Script, Oracle, HP-UX, Solaris, Unix Shell Scripting, Red Hat Linux, C++, Oracle PL/SQL..., Oracle Certified DBA, Shell Scripting, SAS, Perl, Data Warehousing, Troubleshooting, Databases, Requirements Analysis, Visio, Integration, Software Project..., Project Management, Vendor Management, Linux
Education
Carnegie Mellon University
Neida Joseph-Abel Neida Joseph-Abel's Wells Fargo Experience January 2011 - June 2012
Job Digital Project Manager / Jewelry Business Owner and Designer
Industry Consumer Goods
Experience
Zuppler February 2013 - Present
HipFusion Designs, Inc. June 2003 - Present
HipFusion Designs, Inc. June 2003 - Present
Wells Fargo January 2011 - June 2012
ReMark International January 2004 - January 2006
Gannett Marketing Services Group / Gannett TeleMarketing July 1998 - October 2003
The Reich Group June 1992 - May 1998
Skills
Selling, Entrepreneurship, Advertising, Marketing, Social Media, Marketing Strategy, Retail, Event Planning, Social Media Marketing, New Business Development, Creative Direction, Strategic Planning, Budgets, Small Business, Public Relations, Marketing Communications, Direct Marketing, Fashion Design, Handmade Jewelry, Jewelry Design, Fashion Jewelry, Fashion, Email Marketing, Newsletters, Call Center, Call Monitoring, Quality Assurance, Quality Management, Benchmarking, Customer Service, Quality Auditing, Call Center Training, Call Center Program..., Customer Acquisition, Customer Support, Call Center..., Social Networking, Designer Jewelry, Program Management, Jewelry, Call Centers, Management, Account Management, Manage client..., Blogging, SEO, Start-ups, Online Advertising
Education
Carnegie Mellon University
BS, Graphic Communications Management
Zuppler February 2013 - Present
HipFusion Designs, Inc. June 2003 - Present
HipFusion Designs, Inc. June 2003 - Present
Wells Fargo January 2011 - June 2012
ReMark International January 2004 - January 2006
Gannett Marketing Services Group / Gannett TeleMarketing July 1998 - October 2003
The Reich Group June 1992 - May 1998
Skills
Selling, Entrepreneurship, Advertising, Marketing, Social Media, Marketing Strategy, Retail, Event Planning, Social Media Marketing, New Business Development, Creative Direction, Strategic Planning, Budgets, Small Business, Public Relations, Marketing Communications, Direct Marketing, Fashion Design, Handmade Jewelry, Jewelry Design, Fashion Jewelry, Fashion, Email Marketing, Newsletters, Call Center, Call Monitoring, Quality Assurance, Quality Management, Benchmarking, Customer Service, Quality Auditing, Call Center Training, Call Center Program..., Customer Acquisition, Customer Support, Call Center..., Social Networking, Designer Jewelry, Program Management, Jewelry, Call Centers, Management, Account Management, Manage client..., Blogging, SEO, Start-ups, Online Advertising
Education
Carnegie Mellon University
BS, Graphic Communications Management
Eugene Cherner Eugene Cherner's Wells Fargo Experience August 2004 - February 2008
Job Corporate Strategy/Finance/M&A
Industry Accounting
Experience
CE Convergence, LLC November 2009 - May 2014
CBIZ February 2008 - November 2009
Wells Fargo August 2004 - February 2008
ITW January 2001 - August 2002
Arthur Andersen August 1999 - January 2001
Skills
Financial Modeling, Due Diligence, Valuation, Executive Management, Financial Analysis, Mergers & Acquisitions, Finance, Strategic Planning, Strategy, Business Strategy, Start-ups, Management, CRM, Leadership, Analysis, Accounting, Consulting
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Accounting, Finance, International Business, Strategy
DePaul University 1995 — 1999
B.S., Accounting / Finance
Adlai E.Stevenson High School 1992 — 1995
CE Convergence, LLC November 2009 - May 2014
CBIZ February 2008 - November 2009
Wells Fargo August 2004 - February 2008
ITW January 2001 - August 2002
Arthur Andersen August 1999 - January 2001
Skills
Financial Modeling, Due Diligence, Valuation, Executive Management, Financial Analysis, Mergers & Acquisitions, Finance, Strategic Planning, Strategy, Business Strategy, Start-ups, Management, CRM, Leadership, Analysis, Accounting, Consulting
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Accounting, Finance, International Business, Strategy
DePaul University 1995 — 1999
B.S., Accounting / Finance
Adlai E.Stevenson High School 1992 — 1995
Emily Ricketts Emily Ricketts's Wells Fargo Experience October 2012 - Present
Job Business Analyst
Industry Computer Software
Experience
Wells Fargo October 2012 - Present
BraDiva.com May 2007 - December 2012
Wells Fargo August 2007 - September 2012
Advantica December 2004 - May 2007
IBM Global Services December 2003 - June 2004
DemandTec June 2001 - June 2003
Macromedia March 2000 - June 2001
Nickelodeon August 1999 - January 2000
Netscape June 1998 - April 1999
Skills
E-commerce, Product Management, Strategy, Cross-functional Team..., Requirements Analysis, Business Requirements, User Stories, Product Requirements, Requirements Gathering, Software Requirements, Product Development, Authentication, biometric authentication
Education
University of Maryland University College 2010 — 2012
MBA, Business Administration
Carnegie Mellon University 1992 — 1998
BA, Professional Writing
Wells Fargo October 2012 - Present
BraDiva.com May 2007 - December 2012
Wells Fargo August 2007 - September 2012
Advantica December 2004 - May 2007
IBM Global Services December 2003 - June 2004
DemandTec June 2001 - June 2003
Macromedia March 2000 - June 2001
Nickelodeon August 1999 - January 2000
Netscape June 1998 - April 1999
Skills
E-commerce, Product Management, Strategy, Cross-functional Team..., Requirements Analysis, Business Requirements, User Stories, Product Requirements, Requirements Gathering, Software Requirements, Product Development, Authentication, biometric authentication
Education
University of Maryland University College 2010 — 2012
MBA, Business Administration
Carnegie Mellon University 1992 — 1998
BA, Professional Writing
Frank Wycklendt Frank Wycklendt's Wells Fargo Experience 2005 - 2005
Job Senior Software Engineer at Rockwell Automation
Industry Industrial Automation
Experience
Rockwell Automation August 2014 - Present
Rockwell Automation February 2014 - August 2014
Johnson Controls January 2010 - December 2013
GE Healthcare 2005 - 2009
Wells Fargo 2005 - 2005
Strong Financial 2000 - 2004
GE Marquette Medical Systems 1998 - 2000
Skills
Java, JDBC, .NET, Software Development, Agile Methodologies, Oracle, Visual Studio, Perl, Scrum, Embedded Systems, Software Engineering, Enterprise Software, Software Design, ClearCase, Leadership, C/C++, UML, XML, SQL/SQR, Intel x86, Motorola 68K, PowerPC, Renesas 630, JCL Autosys, ETL, Sybase, Crystal Reports 10.0, Omnipeek, C# 4.0, C#, C++
Education
Marquette University
BS
Carroll College
Rockwell Automation August 2014 - Present
Rockwell Automation February 2014 - August 2014
Johnson Controls January 2010 - December 2013
GE Healthcare 2005 - 2009
Wells Fargo 2005 - 2005
Strong Financial 2000 - 2004
GE Marquette Medical Systems 1998 - 2000
Skills
Java, JDBC, .NET, Software Development, Agile Methodologies, Oracle, Visual Studio, Perl, Scrum, Embedded Systems, Software Engineering, Enterprise Software, Software Design, ClearCase, Leadership, C/C++, UML, XML, SQL/SQR, Intel x86, Motorola 68K, PowerPC, Renesas 630, JCL Autosys, ETL, Sybase, Crystal Reports 10.0, Omnipeek, C# 4.0, C#, C++
Education
Marquette University
BS
Carroll College
Sunny Wishart, CFP's Wells Fargo Experience January 2004 - June 2007
Job Financial Planning
Industry Financial Services
Experience
RBC Wealth Management April 2015 - Present
Sun Life Financial September 2011 - March 2015
Scotiabank July 2007 - September 2011
Wells Fargo January 2004 - June 2007
Skills
Coaching, Team Building, Persuasion, Real Estate, Credit, Strategic Financial..., Customer Service, Financial Services, Banking, Investments, Securities, Insurance, Financial Analysis, Mutual Funds, Building Relationships, Mortgage Lending, Sales, Finance, Training, Leadership, Credit Analysis
Education
Financial Planning Standards Council 2012 — 2013
Certified Financial Planner, CFP
Canadian Securities Institute 2007 — 2013
Investment Funds In Canada, Finance
Carleton University 1998 — 2002
Bachelor of Music, Honours, Piano Performance
RBC Wealth Management April 2015 - Present
Sun Life Financial September 2011 - March 2015
Scotiabank July 2007 - September 2011
Wells Fargo January 2004 - June 2007
Skills
Coaching, Team Building, Persuasion, Real Estate, Credit, Strategic Financial..., Customer Service, Financial Services, Banking, Investments, Securities, Insurance, Financial Analysis, Mutual Funds, Building Relationships, Mortgage Lending, Sales, Finance, Training, Leadership, Credit Analysis
Education
Financial Planning Standards Council 2012 — 2013
Certified Financial Planner, CFP
Canadian Securities Institute 2007 — 2013
Investment Funds In Canada, Finance
Carleton University 1998 — 2002
Bachelor of Music, Honours, Piano Performance
Michelle Crottier Michelle Crottier's Wells Fargo Experience February 2005 - February 2006
Job MCS Consultant at Alcoa
Industry Mining & Metals
Experience
Alcoa July 2014 - Present
The Dow Chemical Company 2013 - 2013
TCF Financial Corporation March 2006 - July 2012
Wells Fargo February 2005 - February 2006
Courage Center November 2004 - January 2005
Skills
Mergers & Acquisitions, Forecasting, Financial Modeling, Investments, Business Process, Finance, Accounting, Analysis, Business Strategy, Valuation, Financial Analysis, Time Management, Corporate Finance, Teamwork, Risk Management
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (MBA)
St. Olaf College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Alcoa July 2014 - Present
The Dow Chemical Company 2013 - 2013
TCF Financial Corporation March 2006 - July 2012
Wells Fargo February 2005 - February 2006
Courage Center November 2004 - January 2005
Skills
Mergers & Acquisitions, Forecasting, Financial Modeling, Investments, Business Process, Finance, Accounting, Analysis, Business Strategy, Valuation, Financial Analysis, Time Management, Corporate Finance, Teamwork, Risk Management
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (MBA)
St. Olaf College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Ian Glassford Ian Glassford's Wells Fargo Experience April 2014 - Present
Job Licensed Business Banking Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
JP Morgan January 2007 - February 2014
KeyBank October 1997 - December 2006
Republic Bank September 1989 - September 1997
Skills
Provide holistic,..., Financial planning, Investments, banking,..., Investments, Mortgage Lending, High Net Worth..., Strategic Financial..., Banking, Financial Advisory, Estate Planning, Financial Services, Private Banking
Education
Carleton University 1984 — 1988
Bachelor of Arts (BA), Political Science and Economics
Wells Fargo April 2014 - Present
JP Morgan January 2007 - February 2014
KeyBank October 1997 - December 2006
Republic Bank September 1989 - September 1997
Skills
Provide holistic,..., Financial planning, Investments, banking,..., Investments, Mortgage Lending, High Net Worth..., Strategic Financial..., Banking, Financial Advisory, Estate Planning, Financial Services, Private Banking
Education
Carleton University 1984 — 1988
Bachelor of Arts (BA), Political Science and Economics
Agatha Javellana-Schmidt Agatha Javellana-Schmidt's Wells Fargo Experience June 2007 - August 2008
Job CISP, SDIP
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. September 2014 - Present
IRA Services Trust Company August 2008 - September 2014
SF Bay Area Young Professionals Activities Crew (sfBAYPAC) 2009 - 2012
Wells Fargo June 2007 - August 2008
Agriculture Canada, Government of Canada May 2006 - October 2006
University of Manitoba October 2005 - May 2006
Skills
Analysis, Program Management, Customer Service, Financial Analysis, Strategic Planning, Microsoft Excel, Marketing Strategy, Marketing Communications, Advertising, Brand Awareness, Special Events..., Public Relations, Communications Programs, Sales Management, Lead Generation, Strategic Partnerships, Start-ups, Strategy, Investments
Education
Carleton University 2001 — 2005
Bachelor of Commerce (Honours), Business
Polycomp Administrative Services, Inc. September 2014 - Present
IRA Services Trust Company August 2008 - September 2014
SF Bay Area Young Professionals Activities Crew (sfBAYPAC) 2009 - 2012
Wells Fargo June 2007 - August 2008
Agriculture Canada, Government of Canada May 2006 - October 2006
University of Manitoba October 2005 - May 2006
Skills
Analysis, Program Management, Customer Service, Financial Analysis, Strategic Planning, Microsoft Excel, Marketing Strategy, Marketing Communications, Advertising, Brand Awareness, Special Events..., Public Relations, Communications Programs, Sales Management, Lead Generation, Strategic Partnerships, Start-ups, Strategy, Investments
Education
Carleton University 2001 — 2005
Bachelor of Commerce (Honours), Business
David Kamons David Kamons's Wells Fargo Experience October 2010 - Present
Job ...
Industry Banking
Experience
Miami Music Project September 2012 - Present
Wells Fargo October 2010 - Present
HBS Club of S. Florida 1984 - Present
Northern Trust March 1991 - October 2010
Deleted 2007 - 2007
CFA Miami 1992 - July 2002
citibank, NA 1974 - 1979
Skills
High Net Worth..., Portfolio Management, Wealth Management, Fixed Income, Asset Management, Equities, Asset Allocation, Private Wealth..., Investment Management, Asset Managment, Alternative Investments, Wealth Management..., Investments, Hedge Funds, Retirement Planning, Bonds, Derivatives, Securities, Investment Strategies, Investment Advisory, Strategic Financial..., Mutual Funds, Private Banking, Series 7, Wealth, Valuation, Equity Research, Financial Advisory, Series 63, ETFs, Financial Markets, Financial Planning
Education
Harvard Business School 1972 — 1974
MBA, Finance
The Johns Hopkins University 1969 — 1971
MS, Electrical Engineering
Carnegie Mellon University
BS, Electrical Engineering
Miami Music Project September 2012 - Present
Wells Fargo October 2010 - Present
HBS Club of S. Florida 1984 - Present
Northern Trust March 1991 - October 2010
Deleted 2007 - 2007
CFA Miami 1992 - July 2002
citibank, NA 1974 - 1979
Skills
High Net Worth..., Portfolio Management, Wealth Management, Fixed Income, Asset Management, Equities, Asset Allocation, Private Wealth..., Investment Management, Asset Managment, Alternative Investments, Wealth Management..., Investments, Hedge Funds, Retirement Planning, Bonds, Derivatives, Securities, Investment Strategies, Investment Advisory, Strategic Financial..., Mutual Funds, Private Banking, Series 7, Wealth, Valuation, Equity Research, Financial Advisory, Series 63, ETFs, Financial Markets, Financial Planning
Education
Harvard Business School 1972 — 1974
MBA, Finance
The Johns Hopkins University 1969 — 1971
MS, Electrical Engineering
Carnegie Mellon University
BS, Electrical Engineering
Shailesh Bhaid Shailesh Bhaid's Wells Fargo Experience September 2004 - August 2008
Job Vice President, Business ReEngineering at Bank of the West
Industry Internet
Experience
Bank of the West February 2014 - Present
Cisco August 2013 - January 2014
GT Nexus October 2011 - July 2013
Cisco Systems August 2008 - October 2011
Wells Fargo September 2004 - August 2008
PMI Mortgage Insurance Co. 2002 - 2004
Cisco Systems on behalf of Xoriant Corporation 2001 - 2002
i-flex solutions limited 1999 - 1999
Tata Infotech 1996 - 1998
Rane Computers 1993 - 1994
Skills
Product Lifecycle..., Integration, SaaS, Business Process, Management, E-commerce, Analytics, Agile Methodologies, Requirements Analysis, Enterprise Software, Solution Architecture, Team Management, Analysis, Channel, Enterprise Architecture, Process Improvement, Business Development, Business Process..., IT Strategy, Supply Chain, Scrum, Product Development, Marketing, Master Data Management, Mergers & Acquisitions
Education
Carnegie Mellon University 2010 — 2013
MS, Software Management
Golden Gate University 2002 — 2007
MBA, Marketing
University of Mumbai 1989 — 1993
BS, Electronics
Bank of the West February 2014 - Present
Cisco August 2013 - January 2014
GT Nexus October 2011 - July 2013
Cisco Systems August 2008 - October 2011
Wells Fargo September 2004 - August 2008
PMI Mortgage Insurance Co. 2002 - 2004
Cisco Systems on behalf of Xoriant Corporation 2001 - 2002
i-flex solutions limited 1999 - 1999
Tata Infotech 1996 - 1998
Rane Computers 1993 - 1994
Skills
Product Lifecycle..., Integration, SaaS, Business Process, Management, E-commerce, Analytics, Agile Methodologies, Requirements Analysis, Enterprise Software, Solution Architecture, Team Management, Analysis, Channel, Enterprise Architecture, Process Improvement, Business Development, Business Process..., IT Strategy, Supply Chain, Scrum, Product Development, Marketing, Master Data Management, Mergers & Acquisitions
Education
Carnegie Mellon University 2010 — 2013
MS, Software Management
Golden Gate University 2002 — 2007
MBA, Marketing
University of Mumbai 1989 — 1993
BS, Electronics
Pj LeGreAir Pj LeGreAir's Wells Fargo Experience January 2008 - January 2009
Job Home Mortgage Consultant at United Funding Group
Industry Real Estate
Experience
United Funding Group, Inc. December 2008 - Present
Wells Fargo January 2008 - January 2009
Education
Carson-Newman University 1988 — 1993
YES, Business
United Funding Group, Inc. December 2008 - Present
Wells Fargo January 2008 - January 2009
Education
Carson-Newman University 1988 — 1993
YES, Business
Mojdeh Majidi Mojdeh Majidi's Wells Fargo Experience November 2012 - November 2014
Job Marketing Assistant at Sunrise Senior Living
Industry Banking
Experience
Sunrise Senior Living December 2014 - Present
International Institute of the Bay Area April 2013 - Present
Google via Adecco October 2014 - January 2015
Wells Fargo November 2012 - November 2014
Arabic-English Translation Services, Inc. October 2011 - December 2012
Ross Stores July 2010 - November 2012
New York University June 2011 - June 2012
Revere Data, LLC December 2010 - March 2011
ThyssenKrupp September 2007 - December 2009
Bahai'i Institute for Higher Education September 2007 - March 2009
Skills
Research, Human Resources, Translation, Microsoft Office, Intercultural..., English, Customer Service, Operations Management, Sales, Public Speaking, Farsi, Retail Banking, Operations Fulfillment, Editing, Staff Supervision, Qualitative Research, Staff Development, University Teaching, Language Teaching, Library Research, Discourse Analysis, Marketing Campaigns, Sales Process, Marketing, Seniors, Outlook
Education
University of California, Berkeley 2014 — 2014
Human Resources Management
Carleton University 2004 — 2007
Master's, Applied Language Studies
Baha'i Institute for Higher Education 2000 — 2003
Bachelor, Linguistics and English Literature
Sunrise Senior Living December 2014 - Present
International Institute of the Bay Area April 2013 - Present
Google via Adecco October 2014 - January 2015
Wells Fargo November 2012 - November 2014
Arabic-English Translation Services, Inc. October 2011 - December 2012
Ross Stores July 2010 - November 2012
New York University June 2011 - June 2012
Revere Data, LLC December 2010 - March 2011
ThyssenKrupp September 2007 - December 2009
Bahai'i Institute for Higher Education September 2007 - March 2009
Skills
Research, Human Resources, Translation, Microsoft Office, Intercultural..., English, Customer Service, Operations Management, Sales, Public Speaking, Farsi, Retail Banking, Operations Fulfillment, Editing, Staff Supervision, Qualitative Research, Staff Development, University Teaching, Language Teaching, Library Research, Discourse Analysis, Marketing Campaigns, Sales Process, Marketing, Seniors, Outlook
Education
University of California, Berkeley 2014 — 2014
Human Resources Management
Carleton University 2004 — 2007
Master's, Applied Language Studies
Baha'i Institute for Higher Education 2000 — 2003
Bachelor, Linguistics and English Literature
Ashlynn Contreraz's Wells Fargo Experience June 2014 - February 2015
Job Graduate of Rocky Mountain College
Industry Food & Beverages
Experience
Charter Communications March 2015 - Present
Wells Fargo June 2014 - February 2015
Red Lobster December 2012 - February 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Time Management, Facebook, Sales, Public Speaking, Social Networking, Leadership, Fundraising, Event Management, Talent Acquisition, Research
Education
Rocky Mountain College 2012 — 2014
Bachelor of Arts (B.A.), Communication, General
Carroll College 2010 — 2012
Worked on my degree in Communication Studies and Mass Media, Communication and Media Studies
Charter Communications March 2015 - Present
Wells Fargo June 2014 - February 2015
Red Lobster December 2012 - February 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Time Management, Facebook, Sales, Public Speaking, Social Networking, Leadership, Fundraising, Event Management, Talent Acquisition, Research
Education
Rocky Mountain College 2012 — 2014
Bachelor of Arts (B.A.), Communication, General
Carroll College 2010 — 2012
Worked on my degree in Communication Studies and Mass Media, Communication and Media Studies
Andrew DiGioia, PMP Andrew DiGioia, PMP's Wells Fargo Experience August 2015 - Present
Job Highly skilled and experienced project management professional in the BaltimoreWashington Area
Industry Information Technology and Services
Experience
Wells Fargo August 2015 - Present
Allegis Group December 2012 - August 2015
First Data Corporation May 2012 - December 2012
Deutsche Bank March 2012 - May 2012
Constellation November 2010 - February 2012
Wells Fargo June 2009 - November 2010
PricewaterhouseCoopers April 2009 - June 2009
Constellation August 2008 - March 2009
T. Rowe Price July 2007 - July 2008
Deutsche Bank November 2006 - June 2007
Skills
Integration, PMP, Business Analysis, Project Management, Business Intelligence, Management, Testing, Agile Methodologies, Vendor Management, Enterprise Software
Education
Strayer University
Master of Business Administration (MBA), Management
Carroll Community College
Certificate, Accounting and Finance
University of Maryland Baltimore County
Bachelor of Arts (B.A.)
Wells Fargo August 2015 - Present
Allegis Group December 2012 - August 2015
First Data Corporation May 2012 - December 2012
Deutsche Bank March 2012 - May 2012
Constellation November 2010 - February 2012
Wells Fargo June 2009 - November 2010
PricewaterhouseCoopers April 2009 - June 2009
Constellation August 2008 - March 2009
T. Rowe Price July 2007 - July 2008
Deutsche Bank November 2006 - June 2007
Skills
Integration, PMP, Business Analysis, Project Management, Business Intelligence, Management, Testing, Agile Methodologies, Vendor Management, Enterprise Software
Education
Strayer University
Master of Business Administration (MBA), Management
Carroll Community College
Certificate, Accounting and Finance
University of Maryland Baltimore County
Bachelor of Arts (B.A.)
Dawn Ruppert Dawn Ruppert's Wells Fargo Experience August 2006 - April 2011
Job Assistant Branch Manager III
Industry Banking
Experience
PNC April 2011 - Present
Wells Fargo August 2006 - April 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Management, Microsoft Office, Banking, Commercial Banking, Credit, Retail Banking
Education
Carson-Newman College 2000 — 2004
Bachelor's degree, Family and Consumer Sciences Education
PNC April 2011 - Present
Wells Fargo August 2006 - April 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Management, Microsoft Office, Banking, Commercial Banking, Credit, Retail Banking
Education
Carson-Newman College 2000 — 2004
Bachelor's degree, Family and Consumer Sciences Education
Terry Ke, FRM, ARM's Wells Fargo Experience December 2010 - March 2012
Job MBA Candidate at Carnegie Mellon Tepper School of Business
Industry Investment Banking
Experience
Carnegie Mellon Tepper School of Business August 2015 - Present
J.P. Morgan March 2014 - August 2015
Citi April 2012 - March 2014
Wells Fargo December 2010 - March 2012
HSBC January 2007 - November 2010
Skills
Insurance, Risk Management, Banking, Economics, Underwriting, Finance, Credit, Leadership, Financial Risk, Strategy, Investments
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2017
Master of Business Administration (MBA), Concentrations: Strategy, Finance, Operations
Temple University 2008 — 2010
BBA, Finance, Risk Management & Insurance, 3.5
Carnegie Mellon Tepper School of Business August 2015 - Present
J.P. Morgan March 2014 - August 2015
Citi April 2012 - March 2014
Wells Fargo December 2010 - March 2012
HSBC January 2007 - November 2010
Skills
Insurance, Risk Management, Banking, Economics, Underwriting, Finance, Credit, Leadership, Financial Risk, Strategy, Investments
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2017
Master of Business Administration (MBA), Concentrations: Strategy, Finance, Operations
Temple University 2008 — 2010
BBA, Finance, Risk Management & Insurance, 3.5
Belle Peng Belle Peng's Wells Fargo Experience June 2014 - Present
Job Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Capital One June 2012 - August 2013
Freddie Mac June 2010 - June 2012
North Carolina State University and Duke Clinical Research Institute June 2009 - August 2009
Skills
R, SAS, Python, SQL, Analysis, Mandarin, Leadership, Databases, Unix Shell Scripting, Fluent in Cantonese
Education
University of California, Berkeley 2013 — 2014
Master of Arts (MA), Statistics
Carnegie Mellon University 2006 — 2010
B.S. with University Honors, Statistics; Business Administration
The George Washington University
Graduate Certificate, Applied Quantitative Risk Analysis
Wells Fargo June 2014 - Present
Capital One June 2012 - August 2013
Freddie Mac June 2010 - June 2012
North Carolina State University and Duke Clinical Research Institute June 2009 - August 2009
Skills
R, SAS, Python, SQL, Analysis, Mandarin, Leadership, Databases, Unix Shell Scripting, Fluent in Cantonese
Education
University of California, Berkeley 2013 — 2014
Master of Arts (MA), Statistics
Carnegie Mellon University 2006 — 2010
B.S. with University Honors, Statistics; Business Administration
The George Washington University
Graduate Certificate, Applied Quantitative Risk Analysis
Matt Deadman's Wells Fargo Experience October 2004 - February 2006
Job Experienced Sales and Relationship Manager
Industry Banking
Experience
Associated Bank March 2015 - Present
UW Credit Union July 2013 - February 2015
UW Credit Union September 2010 - May 2013
UW Credit Union April 2009 - September 2010
UW Credit Union June 2007 - April 2009
Associated Bank February 2006 - June 2007
Wells Fargo October 2004 - February 2006
The Coffee Gallerie October 2001 - October 2004
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Consumer Lending, Credit Unions, Retail Banking, Cross Selling, Team Motivation, Banking, Credit, Team Building, Loans, Coaching, Finance
Education
University of Wisconsin-Whitewater 2014 — 2018
Master of Business Administration (MBA), Business Administration and Management, General
Carroll University 1997 — 2001
Bachelor's degree, Marketing, 3.74
Associated Bank March 2015 - Present
UW Credit Union July 2013 - February 2015
UW Credit Union September 2010 - May 2013
UW Credit Union April 2009 - September 2010
UW Credit Union June 2007 - April 2009
Associated Bank February 2006 - June 2007
Wells Fargo October 2004 - February 2006
The Coffee Gallerie October 2001 - October 2004
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Consumer Lending, Credit Unions, Retail Banking, Cross Selling, Team Motivation, Banking, Credit, Team Building, Loans, Coaching, Finance
Education
University of Wisconsin-Whitewater 2014 — 2018
Master of Business Administration (MBA), Business Administration and Management, General
Carroll University 1997 — 2001
Bachelor's degree, Marketing, 3.74
Vincent Heguy Vincent Heguy's Wells Fargo Experience September 2012 - Present
Job Senior Associate at CoBank Capital Markets
Industry Capital Markets
Experience
CoBank Capital Markets September 2014 - Present
Wells Fargo September 2012 - Present
Education
Carleton College 2007 — 2011
Economics
Kent Denver School 2003 — 2007
Cambridge University
Economics
CoBank Capital Markets September 2014 - Present
Wells Fargo September 2012 - Present
Education
Carleton College 2007 — 2011
Economics
Kent Denver School 2003 — 2007
Cambridge University
Economics
Min. Henra Chennault Min. Henra Chennault's Wells Fargo Experience February 2014 - Present
Job Licensed Personal Banker II at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo February 2014 - Present
Andrew P Stewart center August 2013 - Present
Park Avenue Baptist Church August 2008 - Present
Mutual of Omaha February 2013 - January 2014
Atlanta Area Council May 2008 - July 2013
Skills
Community Outreach, Life Insurance, Youth Ministry, Financial, Financial Statements, Social Services, Social Skills, Outside Sales, Healthcare, Disability Insurance, Long Term Care Insurance, Fundraising, Non-profits, Team Building, Leadership Development, Nonprofits, Project Planning, Youth Development, Program Management, Volunteer Management, Mentoring, Newsletters, Finance
Education
Mercer University 2008 — 2012
Master, Christian Ministry
Mercer University 2008 — 2012
Master of Arts, Christian
University of West Georgia 2005 — 2007
Bachelor of Business Administration, Finance
University of Tennessee-Knoxville 2003 — 2005
Finance and Financial Management Services
Carson-Newman College 2002 — 2004
Finance and Financial Management Services
Wells Fargo February 2014 - Present
Andrew P Stewart center August 2013 - Present
Park Avenue Baptist Church August 2008 - Present
Mutual of Omaha February 2013 - January 2014
Atlanta Area Council May 2008 - July 2013
Skills
Community Outreach, Life Insurance, Youth Ministry, Financial, Financial Statements, Social Services, Social Skills, Outside Sales, Healthcare, Disability Insurance, Long Term Care Insurance, Fundraising, Non-profits, Team Building, Leadership Development, Nonprofits, Project Planning, Youth Development, Program Management, Volunteer Management, Mentoring, Newsletters, Finance
Education
Mercer University 2008 — 2012
Master, Christian Ministry
Mercer University 2008 — 2012
Master of Arts, Christian
University of West Georgia 2005 — 2007
Bachelor of Business Administration, Finance
University of Tennessee-Knoxville 2003 — 2005
Finance and Financial Management Services
Carson-Newman College 2002 — 2004
Finance and Financial Management Services
Brittany Claud Brittany Claud's Wells Fargo Experience June 2011 - August 2011
Job Client Account Manager at Deloitte
Industry Management Consulting
Experience
Deloitte March 2015 - Present
A.T. Kearney September 2012 - March 2015
Wells Fargo June 2011 - August 2011
Wells Fargo June 2010 - August 2010
Foundation Academies June 2009 - August 2009
Prudential Financial June 2008 - August 2008
Skills
Strategy, Program Management, Analytics, Policy Analysis, Data Analysis, Market Research, Public Policy, Economics, Analysis, Business Process..., Business Strategy, Project Management, Management, Leadership, Valuation
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration - MBA, Organizational Behavior, Economics
Carnegie Mellon University, Heinz College 2010 — 2012
Master of Science, Public Policy and Management, Regional & Economic Development, Policy Analysis
Hampton University 2006 — 2010
Bachelor of Science, Economics
Princeton University, Woodrow Wilson School of Public & International Affairs 2009 — 2009
Deloitte March 2015 - Present
A.T. Kearney September 2012 - March 2015
Wells Fargo June 2011 - August 2011
Wells Fargo June 2010 - August 2010
Foundation Academies June 2009 - August 2009
Prudential Financial June 2008 - August 2008
Skills
Strategy, Program Management, Analytics, Policy Analysis, Data Analysis, Market Research, Public Policy, Economics, Analysis, Business Process..., Business Strategy, Project Management, Management, Leadership, Valuation
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration - MBA, Organizational Behavior, Economics
Carnegie Mellon University, Heinz College 2010 — 2012
Master of Science, Public Policy and Management, Regional & Economic Development, Policy Analysis
Hampton University 2006 — 2010
Bachelor of Science, Economics
Princeton University, Woodrow Wilson School of Public & International Affairs 2009 — 2009
Agnes Briones Ubalde's Wells Fargo Experience May 2009 - Present
Job Vice President, Community Development Officer, Wells Fargo Bank
Industry Banking
Experience
Wells Fargo May 2009 - Present
Wachovia, A Wells Fargo Company April 2008 - May 2009
City and County of San Francisco September 2004 - March 2008
San Francisco Mayor's Office of Criminal Justice February 2001 - September 2004
San Francisco Community Mental Health Services August 2000 - February 2001
Ansible Consulting September 1999 - January 2000
Alameda County General Services Agency - Child Care Planning Council September 1998 - September 1999
Deloitte Consulting July 1997 - August 1998
Skills
Public Speaking, Public Policy, Strategic Planning, Public Relations, Proposal Writing, Project Management, Program Management, Program Development, Policy, Nonprofits, Non-profits, Media Relations, Leadership, Fundraising, Event Planning, Community Development, Policy Analysis, Community Outreach, Economic Development, Research, Consulting, Organizational..., Grant Writing, Management
Education
Carnegie Mellon University 1995 — 1997
M.S.
San Francisco State University 1987 — 1991
B.S.
Presentation High School, Berkeley CA 1982 — 1986
Wells Fargo May 2009 - Present
Wachovia, A Wells Fargo Company April 2008 - May 2009
City and County of San Francisco September 2004 - March 2008
San Francisco Mayor's Office of Criminal Justice February 2001 - September 2004
San Francisco Community Mental Health Services August 2000 - February 2001
Ansible Consulting September 1999 - January 2000
Alameda County General Services Agency - Child Care Planning Council September 1998 - September 1999
Deloitte Consulting July 1997 - August 1998
Skills
Public Speaking, Public Policy, Strategic Planning, Public Relations, Proposal Writing, Project Management, Program Management, Program Development, Policy, Nonprofits, Non-profits, Media Relations, Leadership, Fundraising, Event Planning, Community Development, Policy Analysis, Community Outreach, Economic Development, Research, Consulting, Organizational..., Grant Writing, Management
Education
Carnegie Mellon University 1995 — 1997
M.S.
San Francisco State University 1987 — 1991
B.S.
Presentation High School, Berkeley CA 1982 — 1986
Melissa Gutmann Melissa Gutmann's Wells Fargo Experience July 2012 - Present
Job at
Industry Banking
Experience
Wells Fargo Home Mortgage September 2014 - Present
Wells Fargo July 2012 - Present
Wells Fargo October 2011 - July 2012
Junior Achievement February 2012 - May 2012
Spencer Gifts October 2010 - September 2011
Health Unlimited January 2007 - August 2010
Ridge Seals Swim Team May 2008 - August 2009
Skills
PowerPoint, Word, Microsoft Word, Financial Analysis, Outlook, Social Media Marketing, Web Design, Management, Customer Service, Leadership, Microsoft Office, Event Management, Marketing, Microsoft Excel, Social Media, Program Management, Finance, Sales, Sales Management, Event Planning, Teamwork
Education
Towson University 2010 — 2012
Bachelor of Science (B.S.), Business Administration; E-Business Concentration
Carroll Community College 2009 — 2010
Associate's Degree, General Studies
Wells Fargo Home Mortgage September 2014 - Present
Wells Fargo July 2012 - Present
Wells Fargo October 2011 - July 2012
Junior Achievement February 2012 - May 2012
Spencer Gifts October 2010 - September 2011
Health Unlimited January 2007 - August 2010
Ridge Seals Swim Team May 2008 - August 2009
Skills
PowerPoint, Word, Microsoft Word, Financial Analysis, Outlook, Social Media Marketing, Web Design, Management, Customer Service, Leadership, Microsoft Office, Event Management, Marketing, Microsoft Excel, Social Media, Program Management, Finance, Sales, Sales Management, Event Planning, Teamwork
Education
Towson University 2010 — 2012
Bachelor of Science (B.S.), Business Administration; E-Business Concentration
Carroll Community College 2009 — 2010
Associate's Degree, General Studies
Justin Hilliard's Wells Fargo Experience June 2014 - August 2014
Job Quantitative Analyst at J.P. Morgan
Industry Higher Education
Experience
J.P. Morgan May 2015 - Present
Carnegie Mellon University August 2012 - Present
healthStratica January 2015 - May 2015
Wells Fargo June 2014 - August 2014
Carnegie Mellon Tepper School of Business May 2014 - July 2014
Idealab May 2014 - May 2014
Just Scan It May 2013 - December 2013
Symphony Development May 2012 - August 2012
Skills
Data Analysis, Big Data, Data Science, Python, Statistical Data..., Web Development, Web Application Design, Strategy, VBA, Microsoft Excel, Git, Business Strategy, Marketing, Marketing Strategy, Front-end Engineering, Backend Development, MVC, iOS development, Database Design, Hadoop, Databases, Statistics, C++, Web Applications, Algorithms, Analysis, Ruby on Rails, Mobile Devices, SQL, SQL-MR
Education
Carnegie Mellon University 2012 — 2016
Bachelor of Science (BS), Information Systems, Business Administration
Brentwood High School 2010 — 2012
University of California, Los Angeles 2010 — 2010
Fundamentals of Computer Programming
spa
J.P. Morgan May 2015 - Present
Carnegie Mellon University August 2012 - Present
healthStratica January 2015 - May 2015
Wells Fargo June 2014 - August 2014
Carnegie Mellon Tepper School of Business May 2014 - July 2014
Idealab May 2014 - May 2014
Just Scan It May 2013 - December 2013
Symphony Development May 2012 - August 2012
Skills
Data Analysis, Big Data, Data Science, Python, Statistical Data..., Web Development, Web Application Design, Strategy, VBA, Microsoft Excel, Git, Business Strategy, Marketing, Marketing Strategy, Front-end Engineering, Backend Development, MVC, iOS development, Database Design, Hadoop, Databases, Statistics, C++, Web Applications, Algorithms, Analysis, Ruby on Rails, Mobile Devices, SQL, SQL-MR
Education
Carnegie Mellon University 2012 — 2016
Bachelor of Science (BS), Information Systems, Business Administration
Brentwood High School 2010 — 2012
University of California, Los Angeles 2010 — 2010
Fundamentals of Computer Programming
spa
Cherry Shaw Cherry Shaw's Wells Fargo Experience November 2006 - April 2008
Job Wealth Advisor at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation May 2008 - Present
Wells Fargo November 2006 - April 2008
Wells Fargo 2005 - 2006
Wells Fargo 2003 - 2005
SunTrust 2001 - 2003
Skills
Banking, Customer Service, Financial Analysis, Management, Portfolio Management
Education
Carson-Newman College 1997 — 2000
Bachelor of Business Administration (BBA)
Regions Financial Corporation May 2008 - Present
Wells Fargo November 2006 - April 2008
Wells Fargo 2005 - 2006
Wells Fargo 2003 - 2005
SunTrust 2001 - 2003
Skills
Banking, Customer Service, Financial Analysis, Management, Portfolio Management
Education
Carson-Newman College 1997 — 2000
Bachelor of Business Administration (BBA)
edith baltazar's Wells Fargo Experience July 2015 - Present
Job
Industry
Experience
Wells Fargo July 2015 - Present
Fred loya insurance October 2013 - July 2015
Education
Chabot College
Associate's degree, Registered Nursing/Registered Nurse
Carrington College California-San Leandro 2014 — 2015
Medical/Clinical Assistant
Wells Fargo July 2015 - Present
Fred loya insurance October 2013 - July 2015
Education
Chabot College
Associate's degree, Registered Nursing/Registered Nurse
Carrington College California-San Leandro 2014 — 2015
Medical/Clinical Assistant
Joel Millis Joel Millis's Wells Fargo Experience July 2014 - January 2015
Job CPS Specialist at Kohl's Corporate
Industry Financial Services
Experience
Kohl's Department Stores January 2015 - Present
Wells Fargo July 2014 - January 2015
OAK TREE FINANCIAL PLANNING June 2013 - December 2013
B&B Electronics June 2012 - August 2012
Millis Transfer June 2011 - August 2011
Skills
Time Management, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Microsoft Excel, Bloomberg, Investments, Equities, Portfolio Management, Risk Management, Microsoft Office, Capital Markets
Education
Carroll University 2010 — 2014
Bachelor's Degree, Finance
Kohl's Department Stores January 2015 - Present
Wells Fargo July 2014 - January 2015
OAK TREE FINANCIAL PLANNING June 2013 - December 2013
B&B Electronics June 2012 - August 2012
Millis Transfer June 2011 - August 2011
Skills
Time Management, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Microsoft Excel, Bloomberg, Investments, Equities, Portfolio Management, Risk Management, Microsoft Office, Capital Markets
Education
Carroll University 2010 — 2014
Bachelor's Degree, Finance
Ryan Hayden Ryan Hayden's Wells Fargo Experience July 2010 - July 2011
Job Financial Operations Team Leader at PayPal
Industry Financial Services
Experience
PayPal June 2013 - Present
PayPal August 2012 - June 2013
PayPal September 2011 - August 2012
Wells Fargo July 2010 - July 2011
Wells Fargo August 2008 - July 2010
Valley Bank of Helena May 2006 - May 2008
Skills
Banking, Training, Credit Risk, Risk Management, Team Building, Management, Financial Services, Leadership, Customer Service, Call Centers, Project Management, Finance, Customer Experience, Credit, Financial Risk, Sales, Strategy, Process Improvement, Customer Satisfaction
Education
Carroll College 2003 — 2008
B.A., Business Finance and International Relations
Gonzaga Preparatory School 1999 — 2003
PayPal June 2013 - Present
PayPal August 2012 - June 2013
PayPal September 2011 - August 2012
Wells Fargo July 2010 - July 2011
Wells Fargo August 2008 - July 2010
Valley Bank of Helena May 2006 - May 2008
Skills
Banking, Training, Credit Risk, Risk Management, Team Building, Management, Financial Services, Leadership, Customer Service, Call Centers, Project Management, Finance, Customer Experience, Credit, Financial Risk, Sales, Strategy, Process Improvement, Customer Satisfaction
Education
Carroll College 2003 — 2008
B.A., Business Finance and International Relations
Gonzaga Preparatory School 1999 — 2003
Justin Kibelbek Justin Kibelbek's Wells Fargo Experience 1999 - Present
Job Branch Manager at Certus Bank
Industry Banking
Experience
Certus Bank November 2013 - Present
Wells Fargo 1999 - Present
Gartner September 2008 - 2009
Skills
Wealth Management, Credit, Loans, Management, Leadership, Banking, Business Development, Sales, Mortgage Lending, Strategy, Loan Origination, Investments, Customer Service, Finance, CRM
Education
Carson-Newman University 1993 — 1996
B.S., Business Management/Marketing
Charlotte HS
Certus Bank November 2013 - Present
Wells Fargo 1999 - Present
Gartner September 2008 - 2009
Skills
Wealth Management, Credit, Loans, Management, Leadership, Banking, Business Development, Sales, Mortgage Lending, Strategy, Loan Origination, Investments, Customer Service, Finance, CRM
Education
Carson-Newman University 1993 — 1996
B.S., Business Management/Marketing
Charlotte HS
Scott Wilton Scott Wilton's Wells Fargo Experience November 2012 - Present
Job VP, Enterprise Data & Analytics at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Wells Fargo Advisors, LLC May 2009 - November 2012
Wachovia Securities, LLC October 2007 - May 2009
A.G. Edwards March 2006 - October 2007
A.G. Edwards August 2004 - March 2006
A.G. Edwards November 2000 - August 2004
Ernst & Young May 1999 - November 2000
Ernst & Young May 1998 - May 1999
OfficePlus March 1995 - August 1996
OfficePlus March 1994 - March 1995
Skills
Data Warehousing, Data Modeling, Business Intelligence, Enterprise Architecture, Database Design, Data Analysis, Requirements Analysis, Business Objects, DB2, Teradata, Business Analysis, SQL, Data Management, ETL, Databases, Analytics, SDLC, Unix, Requirements Gathering, SOA, Data Quality
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Corporate Strategy
Carleton College 1986 — 1990
BA, English
Wells Fargo November 2012 - Present
Wells Fargo Advisors, LLC May 2009 - November 2012
Wachovia Securities, LLC October 2007 - May 2009
A.G. Edwards March 2006 - October 2007
A.G. Edwards August 2004 - March 2006
A.G. Edwards November 2000 - August 2004
Ernst & Young May 1999 - November 2000
Ernst & Young May 1998 - May 1999
OfficePlus March 1995 - August 1996
OfficePlus March 1994 - March 1995
Skills
Data Warehousing, Data Modeling, Business Intelligence, Enterprise Architecture, Database Design, Data Analysis, Requirements Analysis, Business Objects, DB2, Teradata, Business Analysis, SQL, Data Management, ETL, Databases, Analytics, SDLC, Unix, Requirements Gathering, SOA, Data Quality
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Corporate Strategy
Carleton College 1986 — 1990
BA, English
Yailen Bengochea's Wells Fargo Experience 2001 - 2005
Job
Industry Mental Health Care
Experience
Hialeah Pool Service Inc. 2000 - Present
Union Music Records 2011 - 2012
Miami Lakes Urgent Care Center 2005 - 2008
Wells Fargo 2001 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets
Education
Carlos Albizu University - Miami Campus 2012 — 2013
Bachelor's degree, Psychology
Miami Dade College
Associate of Arts (AA), Psychology
Hialeah Pool Service Inc. 2000 - Present
Union Music Records 2011 - 2012
Miami Lakes Urgent Care Center 2005 - 2008
Wells Fargo 2001 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets
Education
Carlos Albizu University - Miami Campus 2012 — 2013
Bachelor's degree, Psychology
Miami Dade College
Associate of Arts (AA), Psychology
Ding lan Ding lan's Wells Fargo Experience 2007 - December 2007
Job Financial Analyst , business reviewing editor,host , Spokesperson
Industry Financial Services
Experience
Columbia University September 2010 - Present
Analysis Group 2011 - 2011
Blue sky Media Inc. 2005 - 2009
HSBC Securities 2008 - 2008
Wells Fargo 2007 - December 2007
Skills
Financial Analysis, Microsoft Office, Customer Service, Budgets, Credit, Research, Strategic Planning, Outlook, Portfolio Management, Investments, Business Analysis, Banking, Loans, Microsoft Excel, Strategic Financial...
Education
Columbia University - Columbia Business School 2011 — 2015
in Doctor of Philosophy (PhD), DBA
University of San Francisco 2008 — 2011
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Carleton University 2003 — 2007
Bachelor of Commerce (BCom), Finance and Financial Management Services, Bachelor of Commerce (BCom) & Bachelor of Business Administration (BBA)/
Columbia University September 2010 - Present
Analysis Group 2011 - 2011
Blue sky Media Inc. 2005 - 2009
HSBC Securities 2008 - 2008
Wells Fargo 2007 - December 2007
Skills
Financial Analysis, Microsoft Office, Customer Service, Budgets, Credit, Research, Strategic Planning, Outlook, Portfolio Management, Investments, Business Analysis, Banking, Loans, Microsoft Excel, Strategic Financial...
Education
Columbia University - Columbia Business School 2011 — 2015
in Doctor of Philosophy (PhD), DBA
University of San Francisco 2008 — 2011
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Carleton University 2003 — 2007
Bachelor of Commerce (BCom), Finance and Financial Management Services, Bachelor of Commerce (BCom) & Bachelor of Business Administration (BBA)/
James Sidders's Wells Fargo Experience September 2010 - January 2011
Job
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - August 2014
RTM June 2007 - March 2011
Wells Fargo September 2010 - January 2011
Wells Fargo Financial May 2009 - September 2010
Apexx Group, LLC May 2008 - May 2009
Jim's Professional Services June 2003 - May 2009
Milwaukee Brewers Baseball Club May 2008 - August 2008
Global Marketplace January 2008 - July 2008
Evolution Exercise and Spine Centers 2002 - 2004
Education
Carroll College 2005 — 2009
Bachelors, Business Administration Management Emphasis
Carroll University 2005 — 2009
Bachelors Degree, Business Administration Management Emphasis
Wells Fargo Advisors January 2011 - August 2014
RTM June 2007 - March 2011
Wells Fargo September 2010 - January 2011
Wells Fargo Financial May 2009 - September 2010
Apexx Group, LLC May 2008 - May 2009
Jim's Professional Services June 2003 - May 2009
Milwaukee Brewers Baseball Club May 2008 - August 2008
Global Marketplace January 2008 - July 2008
Evolution Exercise and Spine Centers 2002 - 2004
Education
Carroll College 2005 — 2009
Bachelors, Business Administration Management Emphasis
Carroll University 2005 — 2009
Bachelors Degree, Business Administration Management Emphasis
Andrew Beary Andrew Beary's Wells Fargo Experience October 2009 - December 2010
Job Enterprise Access Control Specialist
Industry Utilities
Experience
Duke Energy Corporation October 2011 - Present
Bank of America March 2011 - September 2011
Wells Fargo October 2009 - December 2010
Bank of America September 2008 - June 2009
Wachovia September 2005 - June 2008
IBM Global Services October 2004 - September 2005
FedEx Technology Services January 1988 - May 2004
Federal Express Telecommunications Systems January 1985 - January 1988
TransCore February 1977 - January 1985
Skills
Disaster Recovery, Network Security, Active Directory, Network Administration, Networking, Software Documentation, Windows XP, Information Security, Technical Support, Enterprise Architecture, Databases, System Administration, Access, Switches, Telecommunications
Education
Central Piedmont Community College 2011 — 2011
Health IT Workforce Training, Practice Workflow & Information Mgmt Redesign
Carnegie Mellon University - Tepper School of Business 1971 — 1975
BS, Industrial Administration
Bloomsburg High School
Duke Energy Corporation October 2011 - Present
Bank of America March 2011 - September 2011
Wells Fargo October 2009 - December 2010
Bank of America September 2008 - June 2009
Wachovia September 2005 - June 2008
IBM Global Services October 2004 - September 2005
FedEx Technology Services January 1988 - May 2004
Federal Express Telecommunications Systems January 1985 - January 1988
TransCore February 1977 - January 1985
Skills
Disaster Recovery, Network Security, Active Directory, Network Administration, Networking, Software Documentation, Windows XP, Information Security, Technical Support, Enterprise Architecture, Databases, System Administration, Access, Switches, Telecommunications
Education
Central Piedmont Community College 2011 — 2011
Health IT Workforce Training, Practice Workflow & Information Mgmt Redesign
Carnegie Mellon University - Tepper School of Business 1971 — 1975
BS, Industrial Administration
Bloomsburg High School
Lars Ericson's Wells Fargo Experience March 2014 - Present
Job
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
AppleOne October 2012 - March 2014
Catskills Research Company August 2012 - February 2014
Citigroup February 2011 - October 2012
Citigroup Global Markets, Inc. March 2010 - February 2011
Citigroup Global Markets, Inc. January 2008 - March 2010
Citibank December 1998 - December 2007
Citibank August 1995 - November 1998
Union Bank of Switzerland October 1994 - June 1995
Sumitomo Bank Capital Markets February 1994 - October 1994
Skills
Financial Risk, Trading Systems, Interest Rate..., Quantitative Finance, Structured Products, Derivatives, FX Options, Credit Derivatives, Fixed Income, Hedge Funds, Market Risk, Mathematica, C++, CUDA, OpenMP, Perl, Python, Oracle SQL, Sybase SQL Anywhere, Platform Symphony, Commodity Derivatives, Symphony, Quantitative Analytics, Trading, Swaps, Bloomberg, Risk Management, Portfolio Management, Equities, Valuation, Hedging, Credit Risk, Bonds, VAR, Equity Derivatives, Electronic Trading, Financial Markets, Commodity, Quantitative Investing, Capital Markets, Analytics, Market Data, Distributed Systems, Unix
Education
New York University 1983 — 1994
PhD, Computer Science
Carnegie Mellon University 1980 — 1983
B.S., Mathematics
University of Virginia 1977 — 1979
Undergraduate
Wells Fargo March 2014 - Present
AppleOne October 2012 - March 2014
Catskills Research Company August 2012 - February 2014
Citigroup February 2011 - October 2012
Citigroup Global Markets, Inc. March 2010 - February 2011
Citigroup Global Markets, Inc. January 2008 - March 2010
Citibank December 1998 - December 2007
Citibank August 1995 - November 1998
Union Bank of Switzerland October 1994 - June 1995
Sumitomo Bank Capital Markets February 1994 - October 1994
Skills
Financial Risk, Trading Systems, Interest Rate..., Quantitative Finance, Structured Products, Derivatives, FX Options, Credit Derivatives, Fixed Income, Hedge Funds, Market Risk, Mathematica, C++, CUDA, OpenMP, Perl, Python, Oracle SQL, Sybase SQL Anywhere, Platform Symphony, Commodity Derivatives, Symphony, Quantitative Analytics, Trading, Swaps, Bloomberg, Risk Management, Portfolio Management, Equities, Valuation, Hedging, Credit Risk, Bonds, VAR, Equity Derivatives, Electronic Trading, Financial Markets, Commodity, Quantitative Investing, Capital Markets, Analytics, Market Data, Distributed Systems, Unix
Education
New York University 1983 — 1994
PhD, Computer Science
Carnegie Mellon University 1980 — 1983
B.S., Mathematics
University of Virginia 1977 — 1979
Undergraduate
Brian Wade Brian Wade's Wells Fargo Experience June 2010 - June 2013
Job Associate at TA Associates
Industry Venture Capital & Private Equity
Experience
TA Associates July 2013 - Present
Wells Fargo June 2010 - June 2013
Skills
Microsoft Office, Bloomberg Terminal, Factset, Financial Analysis, Business Strategy, Equity Research, Due Diligence, Private Equity, Investments, Portfolio Management, Analysis, Finance, Equities, Venture Capital, Fixed Income
Education
Carnegie Mellon 2006 — 2010
BS, Business Administration, Political Science
TA Associates July 2013 - Present
Wells Fargo June 2010 - June 2013
Skills
Microsoft Office, Bloomberg Terminal, Factset, Financial Analysis, Business Strategy, Equity Research, Due Diligence, Private Equity, Investments, Portfolio Management, Analysis, Finance, Equities, Venture Capital, Fixed Income
Education
Carnegie Mellon 2006 — 2010
BS, Business Administration, Political Science
Min Yoon Leone's Wells Fargo Experience August 2000 - February 2004
Job
Industry Internet
Experience
VERISIGN February 2009 - Present
VERISIGN June 2014 - 2015
VERISIGN April 2008 - February 2009
VERISIGN June 2007 - April 2008
MIST April 2004 - June 2007
Wells Fargo August 2000 - February 2004
PRTM Management Consultants May 1999 - August 1999
ISP August 1994 - May 1998
Skills
Go-to-market Strategy, Product Management, Strategic Partnerships, Product Marketing, Cross-functional Team..., Business Development, Start-ups, Product Lifecycle..., Business Strategy, Analytics, Competitive Analysis, International Marketing, International Sales, International..., Strategic Planning, Management
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA
Carnegie Mellon University
BS
VERISIGN February 2009 - Present
VERISIGN June 2014 - 2015
VERISIGN April 2008 - February 2009
VERISIGN June 2007 - April 2008
MIST April 2004 - June 2007
Wells Fargo August 2000 - February 2004
PRTM Management Consultants May 1999 - August 1999
ISP August 1994 - May 1998
Skills
Go-to-market Strategy, Product Management, Strategic Partnerships, Product Marketing, Cross-functional Team..., Business Development, Start-ups, Product Lifecycle..., Business Strategy, Analytics, Competitive Analysis, International Marketing, International Sales, International..., Strategic Planning, Management
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA
Carnegie Mellon University
BS
M. Colin Warman's Wells Fargo Experience October 2005 - September 2007
Job VP/Relationship Manager @PNC Corporate Bank
Industry Banking
Experience
PNC Bank October 2012 - Present
PNC Bank October 2007 - September 2012
Wells Fargo October 2005 - September 2007
HSBC September 2003 - August 2005
Skills
Loans, Financial Analysis, Banking, Credit, Credit Analysis, Portfolio Management, Forecasting, Financial Modeling, Business Strategy, Corporate Finance, Risk Management, Commercial Banking, Treasury Management, Cash Management, Commercial Lending, Capital Markets, Credit Risk, Valuation, Finance, Relationship Management, Investments, Investment Banking, Financial Services, Due Diligence, Financial Risk, Financial Structuring, Derivatives
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2009
MBA
Indiana University of Pennsylvania 1999 — 2003
BS
Mars Area 1995 — 1999
High School
PNC Bank October 2012 - Present
PNC Bank October 2007 - September 2012
Wells Fargo October 2005 - September 2007
HSBC September 2003 - August 2005
Skills
Loans, Financial Analysis, Banking, Credit, Credit Analysis, Portfolio Management, Forecasting, Financial Modeling, Business Strategy, Corporate Finance, Risk Management, Commercial Banking, Treasury Management, Cash Management, Commercial Lending, Capital Markets, Credit Risk, Valuation, Finance, Relationship Management, Investments, Investment Banking, Financial Services, Due Diligence, Financial Risk, Financial Structuring, Derivatives
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2009
MBA
Indiana University of Pennsylvania 1999 — 2003
BS
Mars Area 1995 — 1999
High School
Amelia Landesman's Wells Fargo Experience June 2014 - January 2015
Job
Industry Marketing and Advertising
Experience
CSAA Insurance Group, a AAA Insurer April 2015 - Present
Wells Fargo June 2014 - January 2015
CSE Insurance Group May 2013 - June 2014
Blue Shield of California October 2011 - May 2013
Blue Shield of California January 2011 - October 2011
Blue Shield of California June 2008 - December 2010
Management Science Associates May 2007 - August 2007
Veterans Administration National Center for Patient Safety October 2001 - June 2006
Skills
Marketing Analytics, Customer Segmentation, Market Sizing, Segmentation, Direct Marketing, Database Marketing, Marketing Strategy, Strategy, Forecasting, B2B Marketing, Predictive Analytics, CRM, Market Research, Marketing Communications, Customer Retention, Predictive Modeling, SAS programming, Tableau, Salesforce.com, Business Intelligence, Integrated Marketing, Analysis, Analytics, Data Analysis, Competitive Analysis
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MBA
University of Michigan 1999 — 2002
BA
CSAA Insurance Group, a AAA Insurer April 2015 - Present
Wells Fargo June 2014 - January 2015
CSE Insurance Group May 2013 - June 2014
Blue Shield of California October 2011 - May 2013
Blue Shield of California January 2011 - October 2011
Blue Shield of California June 2008 - December 2010
Management Science Associates May 2007 - August 2007
Veterans Administration National Center for Patient Safety October 2001 - June 2006
Skills
Marketing Analytics, Customer Segmentation, Market Sizing, Segmentation, Direct Marketing, Database Marketing, Marketing Strategy, Strategy, Forecasting, B2B Marketing, Predictive Analytics, CRM, Market Research, Marketing Communications, Customer Retention, Predictive Modeling, SAS programming, Tableau, Salesforce.com, Business Intelligence, Integrated Marketing, Analysis, Analytics, Data Analysis, Competitive Analysis
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MBA
University of Michigan 1999 — 2002
BA
Brett Zelig's Wells Fargo Experience June 2007 - April 2013
Job
Industry Financial Services
Experience
J.P. Morgan Chase April 2013 - Present
Wells Fargo June 2007 - April 2013
American Express November 2005 - May 2007
American Express June 2004 - November 2005
Ralph Lauren 2003 - 2003
Skills
Financial Modeling, Business Strategy, Competitive Analysis, Variance Analysis, Analysis, Project Planning, Cash Management, Loans, Internal Controls, Strategy, Sarbanes-Oxley Act, Cross-functional Team..., Private Equity, Management, Executive Management, Analytics
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Finance & Strategy
Rowan University 1991 — 1995
BS Business Administration, Small Business & Industrial Management
J.P. Morgan Chase April 2013 - Present
Wells Fargo June 2007 - April 2013
American Express November 2005 - May 2007
American Express June 2004 - November 2005
Ralph Lauren 2003 - 2003
Skills
Financial Modeling, Business Strategy, Competitive Analysis, Variance Analysis, Analysis, Project Planning, Cash Management, Loans, Internal Controls, Strategy, Sarbanes-Oxley Act, Cross-functional Team..., Private Equity, Management, Executive Management, Analytics
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Finance & Strategy
Rowan University 1991 — 1995
BS Business Administration, Small Business & Industrial Management
D. J. Book's Wells Fargo Experience March 2012 - Present
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2012 - Present
Wells Fargo March 2011 - March 2012
New York Life Investments March 2009 - March 2011
New York Life Investments August 2008 - March 2009
Morgan Stanley March 2007 - August 2008
Morgan Stanley March 2005 - March 2007
Ernst & Young March 2004 - March 2005
Ernst & Young October 2003 - March 2004
Skills
CMBS, Real Estate Economics, Valuation, Asset Managment, Due Diligence, Investments, Securitization, Real Estate Financing, Capital Markets, Portfolio Management, Financial Modeling, Underwriting, Commercial Mortgages, Disposition, Structured Finance, Asset Management, Leases, Real Estate Development, Real Estate, Loans
Education
Carnegie Mellon University 2001 — 2003
B.S. - Dual Major, Managerial Economics / Business Policy & Management
Union College 1999 — 2001
Economics
Berkshire Preparatory School 1997 — 1999
H.S. Diploma
Shawnee High School 1994 — 1997
Wells Fargo March 2012 - Present
Wells Fargo March 2011 - March 2012
New York Life Investments March 2009 - March 2011
New York Life Investments August 2008 - March 2009
Morgan Stanley March 2007 - August 2008
Morgan Stanley March 2005 - March 2007
Ernst & Young March 2004 - March 2005
Ernst & Young October 2003 - March 2004
Skills
CMBS, Real Estate Economics, Valuation, Asset Managment, Due Diligence, Investments, Securitization, Real Estate Financing, Capital Markets, Portfolio Management, Financial Modeling, Underwriting, Commercial Mortgages, Disposition, Structured Finance, Asset Management, Leases, Real Estate Development, Real Estate, Loans
Education
Carnegie Mellon University 2001 — 2003
B.S. - Dual Major, Managerial Economics / Business Policy & Management
Union College 1999 — 2001
Economics
Berkshire Preparatory School 1997 — 1999
H.S. Diploma
Shawnee High School 1994 — 1997
Jared Knote, CFA's Wells Fargo Experience April 2012 - Present
Job Vice President, Global Institutional Capital Group at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo April 2012 - Present
Wells Fargo Securities July 2011 - March 2012
Carnegie Mellon University June 2010 - August 2010
SecondMarket, Inc. January 2009 - July 2009
Oppenheimer Capital February 2007 - September 2008
AllianceBernstein 2006 - 2007
Consulting Services 2002 - 2005
Skills
Valuation, Financial Modeling, Equities, Statistics, Investments, Bloomberg, Investment Strategies, Hedge Funds, Investment Advisory, Portfolio Management, Alternative Investments, Consulting, Financial Analysis, Marketing, Derivatives, Asset Management, Asset Allocation, Trading, Fixed Income, Strategy
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Investment Strategy (select program) – quantitative finance, financial engineering, and strategy
Dartmouth College 2000 — 2004
AB, Geography/Economics, Cum Laude
CFA Institute
CFA Institute, CFA
Garden City High School
Wells Fargo Securities March 2015 - Present
Wells Fargo April 2012 - Present
Wells Fargo Securities July 2011 - March 2012
Carnegie Mellon University June 2010 - August 2010
SecondMarket, Inc. January 2009 - July 2009
Oppenheimer Capital February 2007 - September 2008
AllianceBernstein 2006 - 2007
Consulting Services 2002 - 2005
Skills
Valuation, Financial Modeling, Equities, Statistics, Investments, Bloomberg, Investment Strategies, Hedge Funds, Investment Advisory, Portfolio Management, Alternative Investments, Consulting, Financial Analysis, Marketing, Derivatives, Asset Management, Asset Allocation, Trading, Fixed Income, Strategy
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Investment Strategy (select program) – quantitative finance, financial engineering, and strategy
Dartmouth College 2000 — 2004
AB, Geography/Economics, Cum Laude
CFA Institute
CFA Institute, CFA
Garden City High School
Daniel Wong, CFA's Wells Fargo Experience 2013 - 2014
Job Treasurer at OnCore Manufacturing Services, LLC
Industry Financial Services
Experience
Eqfitru TreasurerOnCore Manufacturing Services, LLC2014 - Present
Wells Fargo 2013 - 2014
Juniper Networks 2012 - 2013
Levi Strauss November 2007 - February 2012
Trimble Navigation 2012 - 2012
Hand on Mobile 2006 - 2006
Federal Deposit Insurance Corporation 2005 - 2006
Agilent Technologies 1999 - 2003
Claremont Consulting 1997 - 1999
First Chicago Bank & Trust 1993 - 1997
Skills
Financial Analysis, Financial Modeling, Financial Management, Project Implementation, Software Project..., Capital Markets, Risk Management, Risk Analysis, Credit Risk, Derivatives, Risk Mitigation, Hedging, Software Engineering, Software Implementation, Consultancy, Cash Management
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA
Santa Clara University 1989 — 1991
MS, Computer Engineering
University of California, Davis 1980 — 1985
BS, Computer Science
University of California, Davis 1980 — 1985
BS, Economics
Eqfitru TreasurerOnCore Manufacturing Services, LLC2014 - Present
Wells Fargo 2013 - 2014
Juniper Networks 2012 - 2013
Levi Strauss November 2007 - February 2012
Trimble Navigation 2012 - 2012
Hand on Mobile 2006 - 2006
Federal Deposit Insurance Corporation 2005 - 2006
Agilent Technologies 1999 - 2003
Claremont Consulting 1997 - 1999
First Chicago Bank & Trust 1993 - 1997
Skills
Financial Analysis, Financial Modeling, Financial Management, Project Implementation, Software Project..., Capital Markets, Risk Management, Risk Analysis, Credit Risk, Derivatives, Risk Mitigation, Hedging, Software Engineering, Software Implementation, Consultancy, Cash Management
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA
Santa Clara University 1989 — 1991
MS, Computer Engineering
University of California, Davis 1980 — 1985
BS, Computer Science
University of California, Davis 1980 — 1985
BS, Economics
Raghu Kakumanu's Wells Fargo Experience March 2014 - Present
Job Senior Vice President, Wells Fargo
Industry Banking
Experience
Wells Fargo March 2014 - Present
Wells Fargo January 2011 - March 2014
Wells Fargo July 2004 - January 2011
Wells Fargo January 2003 - July 2004
Education
Carnegie Mellon University 1999 — 2000
M.S., Computer Science
Cornell Law School 1994 — 1997
J.D., Law
University of Scranton 1993 — 1994
M.B.A., Finance
University of Scranton 1989 — 1993
B.S., Finance/Computer Science
Wells Fargo March 2014 - Present
Wells Fargo January 2011 - March 2014
Wells Fargo July 2004 - January 2011
Wells Fargo January 2003 - July 2004
Education
Carnegie Mellon University 1999 — 2000
M.S., Computer Science
Cornell Law School 1994 — 1997
J.D., Law
University of Scranton 1993 — 1994
M.B.A., Finance
University of Scranton 1989 — 1993
B.S., Finance/Computer Science
Kristin Gustafson's Wells Fargo Experience December 2008 - April 2013
Job Senior Business Resiliency Consultant at BOK Financial
Industry Financial Services
Experience
BOK Financial April 2013 - Present
Wells Fargo December 2008 - April 2013
Wells Fargo June 2002 - November 2008
Wells Fargo June 1999 - May 2002
North Dakota State University June 1997 - May 1999
Skills
Operations Management, Third Party Vendor..., Business Continuity..., Program Management, Management, Business Impact Analysis, LDRPS, Career Development..., Risk Management, Financial Services, Operational Risk..., Relationship Management, Enterprise Risk..., Electronic Payments, AML, FFIEC, Risk Assessment, W3C Accessibility, Operational Risk, Recovery Strategies, Business Resumption..., Recovery Plans, Professional Mentoring, Non-profit Volunteer, Remote User Testing, Managing Meetings, Diversity Program..., Diversity & Inclusion..., Group Exercise..., Managing Events, Vendor Management, Business Continuity, Banking
Education
College of St. Catherine 2000 — 2002
Master's degree, Organizational Leadership
Carroll College
Bachelor of Science (B.S.), Business Administration and Management, General and Communications
BOK Financial April 2013 - Present
Wells Fargo December 2008 - April 2013
Wells Fargo June 2002 - November 2008
Wells Fargo June 1999 - May 2002
North Dakota State University June 1997 - May 1999
Skills
Operations Management, Third Party Vendor..., Business Continuity..., Program Management, Management, Business Impact Analysis, LDRPS, Career Development..., Risk Management, Financial Services, Operational Risk..., Relationship Management, Enterprise Risk..., Electronic Payments, AML, FFIEC, Risk Assessment, W3C Accessibility, Operational Risk, Recovery Strategies, Business Resumption..., Recovery Plans, Professional Mentoring, Non-profit Volunteer, Remote User Testing, Managing Meetings, Diversity Program..., Diversity & Inclusion..., Group Exercise..., Managing Events, Vendor Management, Business Continuity, Banking
Education
College of St. Catherine 2000 — 2002
Master's degree, Organizational Leadership
Carroll College
Bachelor of Science (B.S.), Business Administration and Management, General and Communications
Carla Lo Coco's Wells Fargo Experience March 2009 - December 2010
Job Communications Lead at Salesforce
Industry Writing and Editing
Experience
Salesforce January 2015 - Present
salesforce.com April 2014 - January 2015
Self-employed January 2011 - April 2014
PENSCO Trust Company 2011 - 2011
Wells Fargo March 2009 - December 2010
Wells Fargo September 2006 - February 2009
Genentech August 2005 - August 2006
Charles Schwab & Co., Inc. 2000 - 2002
Skills
Writing, Editing, Internal Communications, Brand Awareness, Newsletters, Editorial, Social Media Marketing, Corporate Communications, Marketing Communications, Layout, Publishing, Publications, Web Content, Feature Articles, Advertising, Copy Editing, Strategic Communications, Web Design, Integrated Marketing, Copywriting, Marketing, Content Strategy, Content Management
Education
Carnegie Mellon University 2003 — 2004
MA, Professional Writing
Smith College 1996 — 2000
BA, French Studies, Economics
Head-Royce School
Salesforce January 2015 - Present
salesforce.com April 2014 - January 2015
Self-employed January 2011 - April 2014
PENSCO Trust Company 2011 - 2011
Wells Fargo March 2009 - December 2010
Wells Fargo September 2006 - February 2009
Genentech August 2005 - August 2006
Charles Schwab & Co., Inc. 2000 - 2002
Skills
Writing, Editing, Internal Communications, Brand Awareness, Newsletters, Editorial, Social Media Marketing, Corporate Communications, Marketing Communications, Layout, Publishing, Publications, Web Content, Feature Articles, Advertising, Copy Editing, Strategic Communications, Web Design, Integrated Marketing, Copywriting, Marketing, Content Strategy, Content Management
Education
Carnegie Mellon University 2003 — 2004
MA, Professional Writing
Smith College 1996 — 2000
BA, French Studies, Economics
Head-Royce School
Sarah Jamerson, MBA, CTP's Wells Fargo Experience June 2007 - June 2009
Job Director, Product Management Managed Accounts at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
TIAA-CREF July 2012 - October 2014
TIAA-CREF May 2011 - July 2012
TIAA-CREF June 2009 - May 2011
Wells Fargo June 2007 - June 2009
Wachovia January 2007 - June 2007
Wachovia September 2006 - November 2006
Wachovia May 2006 - September 2006
Wachovia September 2005 - December 2005
Wachovia May 2005 - August 2005
Education
East Carolina University - College of Business 2008 — 2010
MBA
University of North Carolina at Charlotte 2004 — 2006
B.S
Carleton University 2001 — 2002
TIAA-CREF October 2014 - Present
TIAA-CREF July 2012 - October 2014
TIAA-CREF May 2011 - July 2012
TIAA-CREF June 2009 - May 2011
Wells Fargo June 2007 - June 2009
Wachovia January 2007 - June 2007
Wachovia September 2006 - November 2006
Wachovia May 2006 - September 2006
Wachovia September 2005 - December 2005
Wachovia May 2005 - August 2005
Education
East Carolina University - College of Business 2008 — 2010
MBA
University of North Carolina at Charlotte 2004 — 2006
B.S
Carleton University 2001 — 2002
Omar Dione's Wells Fargo Experience July 2008 - September 2011
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
Metis Advisory 2014 - 2015
The Boston Consulting Group June 2013 - August 2013
Greenwood Avenue Management, LLC 2011 - 2013
Wells Fargo July 2008 - September 2011
Deutsche Bank July 2006 - June 2008
Skills
Derivatives, Structured Products, Fixed Income, Bloomberg, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Hedge Funds, Series 7
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management
Carnegie Mellon University - Tepper School of Business
Bachelor's of Science, Economics
Metis Advisory 2014 - 2015
The Boston Consulting Group June 2013 - August 2013
Greenwood Avenue Management, LLC 2011 - 2013
Wells Fargo July 2008 - September 2011
Deutsche Bank July 2006 - June 2008
Skills
Derivatives, Structured Products, Fixed Income, Bloomberg, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Hedge Funds, Series 7
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management
Carnegie Mellon University - Tepper School of Business
Bachelor's of Science, Economics
Schaffer Sunderland's Wells Fargo Experience July 2013 - Present
Job Commercial Banking Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
Goldman Sachs July 2006 - May 2013
Morgan Stanley December 1999 - May 2006
Skills
Series 7, Series 63, Investments, Private Banking, Wealth Management, Financial Modeling, Equities, Alternative Investments, Relationship Management, Securities, Risk Management, Banking, Commercial Banking, Bloomberg, Finance, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2013
MBA, Finance, Strategy & Entrepreneurship
Westminster College 2002 — 2006
Bachelor of Science (B.S.), Finance
Wells Fargo July 2013 - Present
Goldman Sachs July 2006 - May 2013
Morgan Stanley December 1999 - May 2006
Skills
Series 7, Series 63, Investments, Private Banking, Wealth Management, Financial Modeling, Equities, Alternative Investments, Relationship Management, Securities, Risk Management, Banking, Commercial Banking, Bloomberg, Finance, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2013
MBA, Finance, Strategy & Entrepreneurship
Westminster College 2002 — 2006
Bachelor of Science (B.S.), Finance
Randy O'Neill's Wells Fargo Experience January 2011 - August 2011
Job Service Delivery Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America July 2014 - Present
Bank of America August 2011 - July 2014
Wells Fargo January 2011 - August 2011
Signature Consultants/Bank of America February 2010 - January 2011
Wells Fargo / Wachovia September 2008 - December 2009
M3 Technology Group July 2005 - August 2008
Royal & Sun Alliance 2002 - 2004
Prima Consulting 1997 - 2000
Skills
SDLC, Requirements Analysis, Enterprise Architecture, Requirements Gathering, IT Strategy, Business Process, Data Warehousing, Solution Architecture, Business Analysis, Integration, Vendor Management, Business Intelligence, IT Management, Disaster Recovery, Systems Analysis, Master Data Management, ETL, SQL, Databases, Software Project..., Microsoft SQL Server, Data Modeling, Project Portfolio..., PL/SQL, Agile Project Management, Business Process Design, Oracle, Business Process..., Agile Methodologies, IT Operations, SharePoint, MS Project, ERP, DB2, Database Design, Software Development, Enterprise Software, Data Management, Data Quality, Data Lineage, Basel II, Basel III, Risk Data Aggregation
Education
York University 1982 — 1989
MBA, Entrepreneurship/Entrepreneurial Studies/MIS
Carleton University 1972 — 1977
B.Eng., Mechanical
Bank of America July 2014 - Present
Bank of America August 2011 - July 2014
Wells Fargo January 2011 - August 2011
Signature Consultants/Bank of America February 2010 - January 2011
Wells Fargo / Wachovia September 2008 - December 2009
M3 Technology Group July 2005 - August 2008
Royal & Sun Alliance 2002 - 2004
Prima Consulting 1997 - 2000
Skills
SDLC, Requirements Analysis, Enterprise Architecture, Requirements Gathering, IT Strategy, Business Process, Data Warehousing, Solution Architecture, Business Analysis, Integration, Vendor Management, Business Intelligence, IT Management, Disaster Recovery, Systems Analysis, Master Data Management, ETL, SQL, Databases, Software Project..., Microsoft SQL Server, Data Modeling, Project Portfolio..., PL/SQL, Agile Project Management, Business Process Design, Oracle, Business Process..., Agile Methodologies, IT Operations, SharePoint, MS Project, ERP, DB2, Database Design, Software Development, Enterprise Software, Data Management, Data Quality, Data Lineage, Basel II, Basel III, Risk Data Aggregation
Education
York University 1982 — 1989
MBA, Entrepreneurship/Entrepreneurial Studies/MIS
Carleton University 1972 — 1977
B.Eng., Mechanical
Kimberly Wall's Wells Fargo Experience May 2015 - Present
Job Human Resources Strategy & Operations
Industry Retail
Experience
Wells Fargo May 2015 - Present
Target July 2014 - May 2015
Target June 2011 - July 2014
Target November 2008 - June 2011
Target May 2006 - November 2008
Target May 2000 - May 2006
Skills
Human Resources, Leadership, Performance Management, Talent Management, Succession Planning, Employee Relations, Management, Process Improvement, Employee Engagement, Team Leadership, Project Management, Leadership Development, Strategic Planning, Change Management, Employee Training
Education
Carroll University 1996 — 2000
Bachelor of Science, Graphic Communication/Business Management
Wells Fargo May 2015 - Present
Target July 2014 - May 2015
Target June 2011 - July 2014
Target November 2008 - June 2011
Target May 2006 - November 2008
Target May 2000 - May 2006
Skills
Human Resources, Leadership, Performance Management, Talent Management, Succession Planning, Employee Relations, Management, Process Improvement, Employee Engagement, Team Leadership, Project Management, Leadership Development, Strategic Planning, Change Management, Employee Training
Education
Carroll University 1996 — 2000
Bachelor of Science, Graphic Communication/Business Management
Donna Burnell's Wells Fargo Experience 1998 - Present
Job SVP at Wells Fargo
Industry Real Estate
Experience
Wachovia Bank 2007 - Present
Wells Fargo 1998 - Present
Education
Carleton University 1978 — 1982
Wachovia Bank 2007 - Present
Wells Fargo 1998 - Present
Education
Carleton University 1978 — 1982
Paul Kalson's Wells Fargo Experience May 2014 - March 2015
Job Experienced Leader Focused on People, Development, and Profit
Industry Consumer Electronics
Experience
Apple March 2015 - Present
Wells Fargo May 2014 - March 2015
Best Buy August 2012 - April 2014
Best Buy November 2010 - August 2012
Best Buy January 2010 - November 2010
Best Buy December 2008 - January 2010
Best Buy July 2006 - December 2008
Best Buy 2003 - 2005
Skills
Store Management, Big Box, Inventory Management, Visual Merchandising, Merchandising, Loss Prevention, Profit, Inventory Control, Retail Sales, Customer Service, Store Operations, People Development, Sales, Driving Results, Retail, Multi-channel Retail, Hiring, POS, Associate Development, Recruiting, New Store Openings, Employee Training, Outlook, Planograms, Merchandise Planning, Time Management, Employee Relations, Microsoft Excel, Microsoft Word, Assortment, OS X, Loan Origination, Customer Acquisition
Education
Carlow University 2001 — 2003
Apple March 2015 - Present
Wells Fargo May 2014 - March 2015
Best Buy August 2012 - April 2014
Best Buy November 2010 - August 2012
Best Buy January 2010 - November 2010
Best Buy December 2008 - January 2010
Best Buy July 2006 - December 2008
Best Buy 2003 - 2005
Skills
Store Management, Big Box, Inventory Management, Visual Merchandising, Merchandising, Loss Prevention, Profit, Inventory Control, Retail Sales, Customer Service, Store Operations, People Development, Sales, Driving Results, Retail, Multi-channel Retail, Hiring, POS, Associate Development, Recruiting, New Store Openings, Employee Training, Outlook, Planograms, Merchandise Planning, Time Management, Employee Relations, Microsoft Excel, Microsoft Word, Assortment, OS X, Loan Origination, Customer Acquisition
Education
Carlow University 2001 — 2003
Elena Mastrangelo's Wells Fargo Experience 1996 - 1999
Job Computer Software Professional
Industry Computer Software
Experience
Markettools Inc. 1999 - 2002
Wells Fargo 1996 - 1999
Carnegie Mellon University 1989 - 1995
Skills
C#, Web Development, Java, JavaScript, Programming
Education
Carnegie Mellon University 1993 — 1995
Software Engineering
University of Pittsburgh 1985 — 1989
Markettools Inc. 1999 - 2002
Wells Fargo 1996 - 1999
Carnegie Mellon University 1989 - 1995
Skills
C#, Web Development, Java, JavaScript, Programming
Education
Carnegie Mellon University 1993 — 1995
Software Engineering
University of Pittsburgh 1985 — 1989
Leah Hale - Harvey's Wells Fargo Experience September 2013 - Present
Job
Industry Banking
Experience
Wells Fargo September 2013 - Present
Skills
First Time Home Buyers, FHA financing, Sellers, Government Loans, Investment Properties, FHA, Home, Refinance, USDA
Education
Carroll College 1984 — 1988
SPEECH COMMUNICATIONS
Wells Fargo September 2013 - Present
Skills
First Time Home Buyers, FHA financing, Sellers, Government Loans, Investment Properties, FHA, Home, Refinance, USDA
Education
Carroll College 1984 — 1988
SPEECH COMMUNICATIONS
Wayne Hollock's Wells Fargo Experience August 2009 - August 2011
Job EDI Architect / Technical Lead Henkel
Industry Consumer Goods
Experience
Accenture August 2011 - Present
Wells Fargo August 2009 - August 2011
Henkel 2007 - 2009
EDS September 1987 - October 2006
Skills
EDI, E-commerce, Accounts Receivable, Analysis, Payments, Electronic Payments, SDLC, Business Analysis, Integration, Requirements Analysis, Business Intelligence, SharePoint, Vendor Management, IT Strategy, Data Warehousing, Software Project...
Education
Valparaiso University 1985 — 1987
Bachelor of Science (BS), Computer Science and Mathematics
Carnegie Mellon University 1981 — 1984
Engineering, Computer Science, Math
Accenture August 2011 - Present
Wells Fargo August 2009 - August 2011
Henkel 2007 - 2009
EDS September 1987 - October 2006
Skills
EDI, E-commerce, Accounts Receivable, Analysis, Payments, Electronic Payments, SDLC, Business Analysis, Integration, Requirements Analysis, Business Intelligence, SharePoint, Vendor Management, IT Strategy, Data Warehousing, Software Project...
Education
Valparaiso University 1985 — 1987
Bachelor of Science (BS), Computer Science and Mathematics
Carnegie Mellon University 1981 — 1984
Engineering, Computer Science, Math
H. Walter Young's Wells Fargo Experience April 2002 - December 2004
Job Chief of Data/Analytics, Group Vice President, M&T Bank Corporation; Chief Liquidity Risk Officer
Industry Financial Services
Experience
M&T Bank Corporation May 2013 - Present
Deloitte and Touche, LLP August 2012 - May 2013
Zions Bancorporation February 2003 - August 2012
Zions First National Bank 2003 - August 2012
International Association of Credit Portfolio Managers (IACPM) 2010 - 2012
Wells Fargo April 2002 - December 2004
Citibank 2001 - 2001
Associates First Capital Corporation 1998 - 2000
Bank One Corp 1988 - 1996
Skills
Credit Risk, Liquidity, Program Management, Financial Services, Financial Risk, Risk Management, Banking, Budgets, Strategy, Financial Modeling, Corporate Finance, Portfolio Management, Stress Testing, Forecasting, Credit, Finance, Loans, Strategic Planning, Cloud Computing, Management, Integration, Commercial Banking, Valuation, Capital Markets, Enterprise Risk..., Derivatives, Economic Capital, Securities, ALM, Treasury Management, Executive Management, Credit Analysis, Cash Management, Investment Banking, Fixed Income, Financial Analysis, Financial Structuring, Due Diligence
Education
Carnegie Mellon University - Tepper School of Business 1979 — 1981
MSIA, Banking, Corporate, Finance, and Securities Law
University of Pittsburgh 1973 — 1978
BS, Math & Chem in Secondary Ed
M&T Bank Corporation May 2013 - Present
Deloitte and Touche, LLP August 2012 - May 2013
Zions Bancorporation February 2003 - August 2012
Zions First National Bank 2003 - August 2012
International Association of Credit Portfolio Managers (IACPM) 2010 - 2012
Wells Fargo April 2002 - December 2004
Citibank 2001 - 2001
Associates First Capital Corporation 1998 - 2000
Bank One Corp 1988 - 1996
Skills
Credit Risk, Liquidity, Program Management, Financial Services, Financial Risk, Risk Management, Banking, Budgets, Strategy, Financial Modeling, Corporate Finance, Portfolio Management, Stress Testing, Forecasting, Credit, Finance, Loans, Strategic Planning, Cloud Computing, Management, Integration, Commercial Banking, Valuation, Capital Markets, Enterprise Risk..., Derivatives, Economic Capital, Securities, ALM, Treasury Management, Executive Management, Credit Analysis, Cash Management, Investment Banking, Fixed Income, Financial Analysis, Financial Structuring, Due Diligence
Education
Carnegie Mellon University - Tepper School of Business 1979 — 1981
MSIA, Banking, Corporate, Finance, and Securities Law
University of Pittsburgh 1973 — 1978
BS, Math & Chem in Secondary Ed
Darlene McKinney's Wells Fargo Experience January 2014 - Present
Job Lease Negotiator; Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2014 - Present
Wells Fargo Bank, N.A. August 2009 - January 2014
Wachovia Bank January 2004 - August 2009
Sanchez Data Systems, Inc. March 1999 - October 2003
Morgan Management Company October 1996 - March 1999
Skills
Budgets
Education
Carlow University 2001 — 2003
Bachelor of Science, Business Management
Wells Fargo January 2014 - Present
Wells Fargo Bank, N.A. August 2009 - January 2014
Wachovia Bank January 2004 - August 2009
Sanchez Data Systems, Inc. March 1999 - October 2003
Morgan Management Company October 1996 - March 1999
Skills
Budgets
Education
Carlow University 2001 — 2003
Bachelor of Science, Business Management
Cecil Callahan's Wells Fargo Experience 1980 - 1985
Job President
Industry Investment Management
Experience
A Alpha Credit May 2009 - Present
Alpha Credit May 2009 - Present
ALPHA CREDIT 2003 - Present
ALPHA CREDIT 2003 - Present
SA INVESTMENT LAB 2008 - 2011
ALPHA CREDIT May 2003 - May 2009
SAEDF May 2000 - April 2003
INVESCO 1991 - 1997
Wells Fargo 1980 - 1985
Skills
Financial Markets, Credit, Equities, Portfolio Management, Hedge Funds, Alternative Investments, Private Equity
Education
Carnegie Mellon University - Tepper School of Business 1976 — 1978
M.S, Finance
Macalester College 1972 — 1976
BA, Economics
Macalester College 1972 — 1976
BA, Economics
A Alpha Credit May 2009 - Present
Alpha Credit May 2009 - Present
ALPHA CREDIT 2003 - Present
ALPHA CREDIT 2003 - Present
SA INVESTMENT LAB 2008 - 2011
ALPHA CREDIT May 2003 - May 2009
SAEDF May 2000 - April 2003
INVESCO 1991 - 1997
Wells Fargo 1980 - 1985
Skills
Financial Markets, Credit, Equities, Portfolio Management, Hedge Funds, Alternative Investments, Private Equity
Education
Carnegie Mellon University - Tepper School of Business 1976 — 1978
M.S, Finance
Macalester College 1972 — 1976
BA, Economics
Macalester College 1972 — 1976
BA, Economics
Blake A. Roberts's Wells Fargo Experience March 2014 - August 2015
Job Senior Managing Consultant at The PFM Group
Industry Financial Services
Experience
The PFM Group August 2015 - Present
Wells Fargo March 2014 - August 2015
Fitch Ratings October 2010 - March 2014
Legislative Budget Board June 2009 - October 2010
Teach for America - Philadelphia June 2005 - May 2007
Philmont Scout Ranch May 2003 - August 2004
Skills
Data Analysis, Public Policy, Policy Analysis, Economics, Management, Credit Analysis, Research, Financial Analysis, Municipal Bonds, Microsoft Office, Capital Markets, Banking, Teaching, Portfolio Management, Credit
Education
Carnegie Mellon University 2007 — 2009
M.S., Public Policy & Management
Texas A&M University 2001 — 2005
Bachelor of Arts (B.A.), Cum Laude
The PFM Group August 2015 - Present
Wells Fargo March 2014 - August 2015
Fitch Ratings October 2010 - March 2014
Legislative Budget Board June 2009 - October 2010
Teach for America - Philadelphia June 2005 - May 2007
Philmont Scout Ranch May 2003 - August 2004
Skills
Data Analysis, Public Policy, Policy Analysis, Economics, Management, Credit Analysis, Research, Financial Analysis, Municipal Bonds, Microsoft Office, Capital Markets, Banking, Teaching, Portfolio Management, Credit
Education
Carnegie Mellon University 2007 — 2009
M.S., Public Policy & Management
Texas A&M University 2001 — 2005
Bachelor of Arts (B.A.), Cum Laude
Rhonda Payne Harmon fka's Wells Fargo Experience June 2011 - Present
Job Senior Counsel Defensive Litigation WF Home Mortgage and WF Dealer Services at Wells Fargo & Company
Industry Law Practice
Experience
Wells Fargo June 2011 - Present
Wells Fargo Auto Finance June 2005 - June 2011
Klett Rooney Lieber & Schorling 1998 - 2005
Skills
Litigation, Commercial Litigation, Legal Writing, Bankruptcy, Legal Research, Civil Litigation, Fraud, Contract Negotiation, Class Actions, Corporate Law, Arbitration
Education
University of Pittsburgh School of Law 1995 — 1998
JD, Law
Carnegie Mellon University 1992 — 1995
BA, Psychology
Wells Fargo June 2011 - Present
Wells Fargo Auto Finance June 2005 - June 2011
Klett Rooney Lieber & Schorling 1998 - 2005
Skills
Litigation, Commercial Litigation, Legal Writing, Bankruptcy, Legal Research, Civil Litigation, Fraud, Contract Negotiation, Class Actions, Corporate Law, Arbitration
Education
University of Pittsburgh School of Law 1995 — 1998
JD, Law
Carnegie Mellon University 1992 — 1995
BA, Psychology
Sara Tompkins Turpin's Wells Fargo Experience April 2011 - December 2012
Job Northeast Division Regional Services Manager Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo April 2011 - December 2012
Wells Fargo Home Mortgage 2002 - 2010
Education
Carleton College 1998 — 2001
BA, Psychology
Wells Fargo April 2011 - December 2012
Wells Fargo Home Mortgage 2002 - 2010
Education
Carleton College 1998 — 2001
BA, Psychology
Raymond Dietman's Wells Fargo Experience Vice President Credit RiskING IM2000 - 2007
Job Credit Research at Wells Fargo
Industry Banking
Experience
Wells Fargo Vice President Credit RiskING IM2000 - 2007
Education
Carleton College 1977 — 1981
BA, Economics
Wells Fargo Vice President Credit RiskING IM2000 - 2007
Education
Carleton College 1977 — 1981
BA, Economics
Nick Brokke's Wells Fargo Experience May 2013 - Present
Job Portfolio Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo May 2013 - Present
Wells Fargo Bank January 2009 - April 2013
Wells Fargo Bank August 2008 - January 2009
Wells Fargo Bank July 2006 - August 2008
Education
Carleton College 2002 — 2006
BA, Economics
Cambridge University 2005 — 2005
Economics
Wells Fargo May 2013 - Present
Wells Fargo Bank January 2009 - April 2013
Wells Fargo Bank August 2008 - January 2009
Wells Fargo Bank July 2006 - August 2008
Education
Carleton College 2002 — 2006
BA, Economics
Cambridge University 2005 — 2005
Economics
Paul Blomgren's Wells Fargo Experience October 2007 - August 2012
Job Client Portfolio Manager at a private asset management firm
Industry Financial Services
Experience
Private asset management firm based in Chicago August 2012 - Present
Wells Fargo Securities - Fixed Income Sales & Trading 2007 - September 2012
Wells Fargo October 2007 - August 2012
Stifel Nicolaus 2004 - 2007
American Express 1998 - 2004
American Express 1998 - 2004
American Express 1998 - 2004
Piper Jaffray 1994 - 1998
Skills
Fixed Income, Series 7, Bonds, Bloomberg, Series 63, Portfolio Management, Trading, Securities, Capital Markets, Investments, Asset Managment, Derivatives
Education
Carleton College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Private asset management firm based in Chicago August 2012 - Present
Wells Fargo Securities - Fixed Income Sales & Trading 2007 - September 2012
Wells Fargo October 2007 - August 2012
Stifel Nicolaus 2004 - 2007
American Express 1998 - 2004
American Express 1998 - 2004
American Express 1998 - 2004
Piper Jaffray 1994 - 1998
Skills
Fixed Income, Series 7, Bonds, Bloomberg, Series 63, Portfolio Management, Trading, Securities, Capital Markets, Investments, Asset Managment, Derivatives
Education
Carleton College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Robert Holiday's Wells Fargo Experience January 2013 - Present
Job Application Programmer/Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2013 - Present
Wells Fargo March 2011 - January 2013
Wells Fargo October 2009 - March 2011
Columbia St. Mary's May 2009 - August 2009
Artisan Partners August 2007 - January 2009
Norlight Telecommunications 2006 - 2007
Home Care Medical July 2005 - August 2006
Skills
C#, Perl, Microsoft SQL Server, PL/SQL, NDM, Autosys, Informatica
Education
Carroll University 1997 — 2001
Bachelors of Science, Computer Science
Wells Fargo January 2013 - Present
Wells Fargo March 2011 - January 2013
Wells Fargo October 2009 - March 2011
Columbia St. Mary's May 2009 - August 2009
Artisan Partners August 2007 - January 2009
Norlight Telecommunications 2006 - 2007
Home Care Medical July 2005 - August 2006
Skills
C#, Perl, Microsoft SQL Server, PL/SQL, NDM, Autosys, Informatica
Education
Carroll University 1997 — 2001
Bachelors of Science, Computer Science
Jeff Knupp's Wells Fargo Experience December 2009 - March 2013
Job Senior Software Engineer, AntiFraud Team at AppNexus
Industry Computer Software
Experience
AppNexus June 2014 - Present
AppNexus March 2013 - June 2014
Wells Fargo December 2009 - March 2013
Goldman Sachs June 2005 - December 2009
Skills
C++, Python, Order Management, Trading Systems, High Frequency Trading, Tutoring, Big Data, MapReduce, Vertica, Distributed Systems, Hadoop, Algorithms, Open Source, Web Development, Unix Shell Scripting
Education
Carnegie Mellon University 2000 — 2005
Masters, Management Information Systems, General
Carnegie Mellon University 2000 — 2005
Bachelor of Science (BS), Information Systems
Carnegie Mellon University 2000 — 2005
Minor, Computer Science
AppNexus June 2014 - Present
AppNexus March 2013 - June 2014
Wells Fargo December 2009 - March 2013
Goldman Sachs June 2005 - December 2009
Skills
C++, Python, Order Management, Trading Systems, High Frequency Trading, Tutoring, Big Data, MapReduce, Vertica, Distributed Systems, Hadoop, Algorithms, Open Source, Web Development, Unix Shell Scripting
Education
Carnegie Mellon University 2000 — 2005
Masters, Management Information Systems, General
Carnegie Mellon University 2000 — 2005
Bachelor of Science (BS), Information Systems
Carnegie Mellon University 2000 — 2005
Minor, Computer Science
Patricia Kremel's Wells Fargo Experience 2008 - 2009
Job Portfolio Manager at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank June 2011 - Present
M&I Bank October 2009 - Present
Wells Fargo Advantage Funds September 2008 - October 2009
Wells Fargo 2008 - 2009
Washington Mutual2004-2008 2008 - 2009
Washington Mutual 2004 - 2008
Blockbuster Video January 2001 - January 2004
PartyLite Gifts, Inc January 2001 - January 2003
Rexam Sussex 2003 - 2003
Blockbuster Video January 2001 - January 2002
Education
Carroll University 1999 — 2003
Bachlor's, Business
Carroll University (formally Carroll College)
Bachelor Degree, Business Management/Accounting
University of Wisconsin
M.B.A, Management, Finance and Human Resources; 2007
BMO Harris Bank June 2011 - Present
M&I Bank October 2009 - Present
Wells Fargo Advantage Funds September 2008 - October 2009
Wells Fargo 2008 - 2009
Washington Mutual2004-2008 2008 - 2009
Washington Mutual 2004 - 2008
Blockbuster Video January 2001 - January 2004
PartyLite Gifts, Inc January 2001 - January 2003
Rexam Sussex 2003 - 2003
Blockbuster Video January 2001 - January 2002
Education
Carroll University 1999 — 2003
Bachlor's, Business
Carroll University (formally Carroll College)
Bachelor Degree, Business Management/Accounting
University of Wisconsin
M.B.A, Management, Finance and Human Resources; 2007
Shutian Zeng's Wells Fargo Experience June 2015 - Present
Job PhD in Economics
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Redcats USA January 2009 - May 2009
Skills
SAS, Machine Learning, R
Education
Carnegie Mellon University 2009 — 2015
PhD, Economics
Columbia University in the City of New York 2007 — 2009
MA, Statistics
University of Kent 2004 — 2007
B.Sc., Actuarial Science
Chengdu No.7 Middle School 2001 — 2004
High School
Wells Fargo June 2015 - Present
Redcats USA January 2009 - May 2009
Skills
SAS, Machine Learning, R
Education
Carnegie Mellon University 2009 — 2015
PhD, Economics
Columbia University in the City of New York 2007 — 2009
MA, Statistics
University of Kent 2004 — 2007
B.Sc., Actuarial Science
Chengdu No.7 Middle School 2001 — 2004
High School
Shane Henfling's Wells Fargo Experience August 2010 - March 2012
Job Loan Document Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Home Mortgage March 2012 - Present
Wells Fargo August 2010 - March 2012
Carleton College 2010 - 2011
Skills
Financial Analysis, Credit, Financial Modeling, Microsoft Excel, Data Analysis, Portfolio Management, Risk Management, Economics, Microsoft Office, PowerPoint, Analysis, Corporate Finance
Education
Carleton College 2005 — 2009
Bachelors, Economics
Wells Fargo Home Mortgage March 2012 - Present
Wells Fargo August 2010 - March 2012
Carleton College 2010 - 2011
Skills
Financial Analysis, Credit, Financial Modeling, Microsoft Excel, Data Analysis, Portfolio Management, Risk Management, Economics, Microsoft Office, PowerPoint, Analysis, Corporate Finance
Education
Carleton College 2005 — 2009
Bachelors, Economics
Catherine Dougherty's Wells Fargo Experience March 2011 - July 2014
Job A writer and content strategist with extensive project management experience
Industry Writing and Editing
Experience
MSA - The Safety Company May 2015 - Present
Global Communication Center, CMU August 2014 - May 2015
Wells Fargo March 2011 - July 2014
Wells Fargo October 2007 - March 2011
Wells Fargo May 2005 - May 2007
Communication, Culture and Technology Program, Georgetown University August 2005 - December 2005
Capital Partners for Education (CPE) 2004 - 2005
Education
Carnegie Mellon University 2014 — 2015
Master of Arts in Professional Writing
Georgetown University 2004 — 2007
BA
San Francisco State University College of Extended Learning
MSA - The Safety Company May 2015 - Present
Global Communication Center, CMU August 2014 - May 2015
Wells Fargo March 2011 - July 2014
Wells Fargo October 2007 - March 2011
Wells Fargo May 2005 - May 2007
Communication, Culture and Technology Program, Georgetown University August 2005 - December 2005
Capital Partners for Education (CPE) 2004 - 2005
Education
Carnegie Mellon University 2014 — 2015
Master of Arts in Professional Writing
Georgetown University 2004 — 2007
BA
San Francisco State University College of Extended Learning
Kevin Choi's Wells Fargo Experience August 2011 - May 2013
Job Head of Liquidity Management, AIG Life Companies
Industry Insurance
Experience
AIG May 2013 - Present
Wells Fargo August 2011 - May 2013
Union Bank April 2009 - August 2011
Bank of America December 2001 - April 2009
PNC April 1997 - May 2000
Skills
Risk Management, Underwriting, Financial Risk, Capital Markets, Fixed Income, Investments, Financial Analysis, Financial Services, Treasury Management, Wealth Management, Financial Modeling, Asset Management, Investment Management, Leadership
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA)
University of California, Irvine
Bachelor of Arts (B.A.)
AIG May 2013 - Present
Wells Fargo August 2011 - May 2013
Union Bank April 2009 - August 2011
Bank of America December 2001 - April 2009
PNC April 1997 - May 2000
Skills
Risk Management, Underwriting, Financial Risk, Capital Markets, Fixed Income, Investments, Financial Analysis, Financial Services, Treasury Management, Wealth Management, Financial Modeling, Asset Management, Investment Management, Leadership
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA)
University of California, Irvine
Bachelor of Arts (B.A.)
Kathy Chen's Wells Fargo Experience July 2015 - Present
Job Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
Wells Fargo June 2014 - July 2015
Public Financial Management July 2013 - May 2014
Carnegie Mellon University January 2010 - December 2012
Cardinal Health May 2012 - August 2012
Carnegie Mellon University August 2010 - December 2011
Iconify Creative August 2011 - August 2011
Self-Employed August 2006 - July 2011
Skills
Financial Modeling, Statistical Modeling, Photoshop, VBA, Regression Analysis, Bond Pricing, Statistical Computing, Microsoft Excel, Fixed Income, R, Municipal Bonds, Public Finance, Microsoft PowerPoint, Bloomberg Terminal, Data Mining, Analysis, Quantitative Analytics, Thomson One Analytics, Capital IQ, Financial Analysis, Accounting, Credit Analysis, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Finance
Education
Carnegie Mellon University 2009 — 2013
Bachelors of Science, Business Administration (Finance), Statistics, GPA 3.77
South Brunswick High School 2006 — 2009
Wells Fargo July 2015 - Present
Wells Fargo June 2014 - July 2015
Public Financial Management July 2013 - May 2014
Carnegie Mellon University January 2010 - December 2012
Cardinal Health May 2012 - August 2012
Carnegie Mellon University August 2010 - December 2011
Iconify Creative August 2011 - August 2011
Self-Employed August 2006 - July 2011
Skills
Financial Modeling, Statistical Modeling, Photoshop, VBA, Regression Analysis, Bond Pricing, Statistical Computing, Microsoft Excel, Fixed Income, R, Municipal Bonds, Public Finance, Microsoft PowerPoint, Bloomberg Terminal, Data Mining, Analysis, Quantitative Analytics, Thomson One Analytics, Capital IQ, Financial Analysis, Accounting, Credit Analysis, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Finance
Education
Carnegie Mellon University 2009 — 2013
Bachelors of Science, Business Administration (Finance), Statistics, GPA 3.77
South Brunswick High School 2006 — 2009
Malcolm Jones's Wells Fargo Experience February 2015 - Present
Job Store Manager II, Wells Fargo
Industry Banking
Experience
Wells Fargo February 2015 - Present
Bank of America February 2013 - February 2015
Capital Bank May 2012 - February 2013
SunTrust Bank May 2010 - May 2012
OfficeMax August 2009 - May 2010
Lowe's Home Improvement May 2008 - August 2009
Skills
Consumer Lending, Retail Banking, Small Business Lending, Loans, Deposits, Commercial Banking, Credit, Lines Of Credit, Banking, Credit Analysis, Commercial Lending, Mortgage Lending, Mortgage Banking, Branch Banking, Underwriting, Cross Selling, Branch Management, Loan Servicing, Loan Origination, Cash Management, Credit Risk, Finance, Relationship Management, Sales, Risk Management, Wealth Management, Financial Services, Banking Relationships, Credit Cards, Operational Risk, Core Banking, AML, Bank Secrecy Act, Coaching, Business Relationship..., Customer Service, Team Building
Education
Carson-Newman College 2010 — 2012
Masters of Business Administration, Business Administration and Management, General
Carson-Newman College 2005 — 2009
Bachelors of Science, Management
Wells Fargo February 2015 - Present
Bank of America February 2013 - February 2015
Capital Bank May 2012 - February 2013
SunTrust Bank May 2010 - May 2012
OfficeMax August 2009 - May 2010
Lowe's Home Improvement May 2008 - August 2009
Skills
Consumer Lending, Retail Banking, Small Business Lending, Loans, Deposits, Commercial Banking, Credit, Lines Of Credit, Banking, Credit Analysis, Commercial Lending, Mortgage Lending, Mortgage Banking, Branch Banking, Underwriting, Cross Selling, Branch Management, Loan Servicing, Loan Origination, Cash Management, Credit Risk, Finance, Relationship Management, Sales, Risk Management, Wealth Management, Financial Services, Banking Relationships, Credit Cards, Operational Risk, Core Banking, AML, Bank Secrecy Act, Coaching, Business Relationship..., Customer Service, Team Building
Education
Carson-Newman College 2010 — 2012
Masters of Business Administration, Business Administration and Management, General
Carson-Newman College 2005 — 2009
Bachelors of Science, Management
David McVey's Wells Fargo Experience October 1999 - September 2011
Job Senior Treasury Management Consultant at U.S. Bank
Industry Banking
Experience
U.S. Bank March 2012 - Present
Wells Fargo October 1999 - September 2011
Comerica Bank 1997 - 1999
KLA-Tencor 1992 - 1997
NeXT Computer 1990 - 1991
J.P. Morgan 1981 - 1990
Skills
Treasury Management, Cash Management, Banking, Treasury Services, Treasury, Customer Service, Commercial Banking, Loans, Credit, Commercial Lending, Portfolio Management, Credit Analysis, Relationship Management, Risk Management, Cross Selling
Education
Carnegie Mellon University 1977 — 1981
BS, Business and Applied Mathematics
U.S. Bank March 2012 - Present
Wells Fargo October 1999 - September 2011
Comerica Bank 1997 - 1999
KLA-Tencor 1992 - 1997
NeXT Computer 1990 - 1991
J.P. Morgan 1981 - 1990
Skills
Treasury Management, Cash Management, Banking, Treasury Services, Treasury, Customer Service, Commercial Banking, Loans, Credit, Commercial Lending, Portfolio Management, Credit Analysis, Relationship Management, Risk Management, Cross Selling
Education
Carnegie Mellon University 1977 — 1981
BS, Business and Applied Mathematics
Victor Hugo Marin's Wells Fargo Experience April 2012 - Present
Job Financial Analyst/ Entrepreneur
Industry Banking
Experience
Wells Fargo April 2012 - Present
MovieCurtain.com June 2010 - August 2011
Credit Suisse 2007 - 2009
Skills
Derivatives, Emerging Markets, Financial Structuring, Financial Modeling, Fixed Income, Capital Markets
Education
Carnegie Mellon University 2002 — 2007
Bachelor of Science, Computational Finance
Wells Fargo April 2012 - Present
MovieCurtain.com June 2010 - August 2011
Credit Suisse 2007 - 2009
Skills
Derivatives, Emerging Markets, Financial Structuring, Financial Modeling, Fixed Income, Capital Markets
Education
Carnegie Mellon University 2002 — 2007
Bachelor of Science, Computational Finance
Sherry Monson's Wells Fargo Experience March 2013 - Present
Job Business Initiatives Manager, AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo October 2008 - March 2013
Skills
Mortgage Lending, Banking, Loans, Risk Management
Education
Carroll College 1969 — 1972
BA, Social Work
Wells Fargo March 2013 - Present
Wells Fargo October 2008 - March 2013
Skills
Mortgage Lending, Banking, Loans, Risk Management
Education
Carroll College 1969 — 1972
BA, Social Work
Chad Kolberg's Wells Fargo Experience February 2013 - Present
Job Client Service Consultant at Wells Fargo
Industry Retail
Experience
Wells Fargo February 2013 - Present
Discount Liquor, Inc August 2006 - Present
Wirtz Beverage Group July 2003 - May 2008
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Direct Sales, Employee Management, Inventory Management, PowerPoint, Writing, Problem Solving, Analysis, Social Media
Education
Carroll University 2006 — 2012
Bachelor, Finance, Actuarial Science, Economics
Wells Fargo February 2013 - Present
Discount Liquor, Inc August 2006 - Present
Wirtz Beverage Group July 2003 - May 2008
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Direct Sales, Employee Management, Inventory Management, PowerPoint, Writing, Problem Solving, Analysis, Social Media
Education
Carroll University 2006 — 2012
Bachelor, Finance, Actuarial Science, Economics
Victoria Marti Frizzell's Wells Fargo Experience June 2014 - Present
Job Operational Risk Consultant / Vendor Engagement Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo May 2012 - Present
Wells Fargo November 2011 - May 2012
Wells Fargo October 2009 - November 2011
Wells Fargo August 2006 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Security, Access, Operational Risk
Education
Carolinas College of Health Sciences 1998 — 2000
Radiologic Technology, Radiologic Technology/Science - Radiographer
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science (B.S.), Biology, General
Wells Fargo June 2014 - Present
Wells Fargo May 2012 - Present
Wells Fargo November 2011 - May 2012
Wells Fargo October 2009 - November 2011
Wells Fargo August 2006 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Security, Access, Operational Risk
Education
Carolinas College of Health Sciences 1998 — 2000
Radiologic Technology, Radiologic Technology/Science - Radiographer
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science (B.S.), Biology, General
Jeremy Rutkowski's Wells Fargo Experience September 2011 - Present
Job Network Engineer Carrier Engineering at Wells Fargo
Industry Computer Networking
Experience
Wells Fargo September 2011 - Present
Wells Fargo January 2009 - September 2011
Wachovia September 2001 - January 2009
AT&T Solutions September 2000 - September 2001
Skills
MPLS, OSPF, LAN/WAN, Firewalls, Frame Relay, Cisco, Network Operations, Computer Network..., Vendor Management, Cisco Technologies, Servers, LAN-WAN, Routers, Troubleshooting, Network Engineering, Networking, WAN, Disaster Recovery, Switches, Data Center, Network Design, Cisco IOS
Education
Carson-Newman College 1996 — 2000
Bachelor of Arts, Psychology
Wells Fargo September 2011 - Present
Wells Fargo January 2009 - September 2011
Wachovia September 2001 - January 2009
AT&T Solutions September 2000 - September 2001
Skills
MPLS, OSPF, LAN/WAN, Firewalls, Frame Relay, Cisco, Network Operations, Computer Network..., Vendor Management, Cisco Technologies, Servers, LAN-WAN, Routers, Troubleshooting, Network Engineering, Networking, WAN, Disaster Recovery, Switches, Data Center, Network Design, Cisco IOS
Education
Carson-Newman College 1996 — 2000
Bachelor of Arts, Psychology
Erin Blanke's Wells Fargo Experience May 2007 - July 2007
Job Deposit Operations Specialist
Industry Banking
Experience
Foundations Bank August 2009 - Present
Hammernik & Associates January 2009 - June 2009
Tramont Corporation September 2008 - December 2008
Hammernik & Associates January 2008 - September 2008
PyraMax Bank July 2007 - January 2008
Wells Fargo May 2007 - July 2007
MidAmerica Bank (now known as PNC Bank) June 2005 - May 2007
Skills
Microsoft Office, Commitment to Customer..., Leadership, Training, Research, Multi Tasking, Communication Skills, Event Planning, Volunteering, Process Improvement, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Study Skills, Self-starter, Self-development, Software Documentation, Time Management, Cash Management
Education
Milwaukee Area Technical College 2015 — 2017
Associate’s Degree, IT Network Specialist
Carroll College 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Management and Operations
Milwaukee Area Technical College 2007 — 2011
Associate of Science (A.S.), Business Administration and Management, General
St. Joan Antida High School 2000 — 2004
High School Diploma, General
Foundations Bank August 2009 - Present
Hammernik & Associates January 2009 - June 2009
Tramont Corporation September 2008 - December 2008
Hammernik & Associates January 2008 - September 2008
PyraMax Bank July 2007 - January 2008
Wells Fargo May 2007 - July 2007
MidAmerica Bank (now known as PNC Bank) June 2005 - May 2007
Skills
Microsoft Office, Commitment to Customer..., Leadership, Training, Research, Multi Tasking, Communication Skills, Event Planning, Volunteering, Process Improvement, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Study Skills, Self-starter, Self-development, Software Documentation, Time Management, Cash Management
Education
Milwaukee Area Technical College 2015 — 2017
Associate’s Degree, IT Network Specialist
Carroll College 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Management and Operations
Milwaukee Area Technical College 2007 — 2011
Associate of Science (A.S.), Business Administration and Management, General
St. Joan Antida High School 2000 — 2004
High School Diploma, General
Thomasina Parker's Wells Fargo Experience October 2008 - July 2009
Job Semiconductors Professional
Industry Semiconductors
Experience
ON Semiconductor 2009 - 2010
Wells Fargo October 2008 - July 2009
Education
Carrington College-Mesa 2011 — 2012
Certificate, Medical Billing and Coding
Holbrook SDA Indian School 1989 — 1993
ON Semiconductor 2009 - 2010
Wells Fargo October 2008 - July 2009
Education
Carrington College-Mesa 2011 — 2012
Certificate, Medical Billing and Coding
Holbrook SDA Indian School 1989 — 1993
Daniel Greenfield's Wells Fargo Experience June 2011 - February 2014
Job Currently on sabbatical to pursue degree in Mathematics
Industry Banking
Experience
On sabbatical April 2014 - Present
Wells Fargo June 2011 - February 2014
Wells Fargo April 2008 - June 2011
Wells Fargo September 2000 - April 2008
Wells Fargo September 1996 - September 2000
Skills
Process Improvement, Customer Service, Risk Management, Microsoft Office, Banking, Training, Program Management, Treasury, Business Analysis, Visio, Change Management, Leadership, Management, Data Analysis, Software Documentation, Vendor Management, Forecasting, Treasury Management, Call Centers, PowerPoint, Team Leadership, Analysis
Education
Thomas Edison State College
Carnegie Mellon University
St. Vincent College
On sabbatical April 2014 - Present
Wells Fargo June 2011 - February 2014
Wells Fargo April 2008 - June 2011
Wells Fargo September 2000 - April 2008
Wells Fargo September 1996 - September 2000
Skills
Process Improvement, Customer Service, Risk Management, Microsoft Office, Banking, Training, Program Management, Treasury, Business Analysis, Visio, Change Management, Leadership, Management, Data Analysis, Software Documentation, Vendor Management, Forecasting, Treasury Management, Call Centers, PowerPoint, Team Leadership, Analysis
Education
Thomas Edison State College
Carnegie Mellon University
St. Vincent College
Jessica Pruett's Wells Fargo Experience June 2011 - July 2012
Job Student at Frank Phillips College
Industry
Experience
Wells Fargo June 2011 - July 2012
U.S. Army Reserve August 2006 - March 2011
Advance Auto Parts July 2008 - January 2009
PetSmart January 2008 - July 2008
Advance Auto Parts April 2007 - August 2007
Skills
Photography, Photoshop, Microsoft Office, MIG welding, Brazing, Animal Welfare
Education
Frank Phillips College 2012 — 2014
Carteret Community College 2008 — 2009
Wells Fargo June 2011 - July 2012
U.S. Army Reserve August 2006 - March 2011
Advance Auto Parts July 2008 - January 2009
PetSmart January 2008 - July 2008
Advance Auto Parts April 2007 - August 2007
Skills
Photography, Photoshop, Microsoft Office, MIG welding, Brazing, Animal Welfare
Education
Frank Phillips College 2012 — 2014
Carteret Community College 2008 — 2009
Reina Salvador's Wells Fargo Experience 2002 - 2008
Job Banking Professional
Industry Banking
Experience
Bank of America 2013 - 2014
U.S. Bank 2009 - 2010
Wells Fargo 2002 - 2008
Skills
Banking, Loans, Retail Banking, Customer Service, Credit, Risk Management, Consumer Lending, Credit Risk, Cross Selling, Relationship Management, Commercial Banking
Education
Carrington College California-Sacramento
Massage Therapy/ Business
Bank of America 2013 - 2014
U.S. Bank 2009 - 2010
Wells Fargo 2002 - 2008
Skills
Banking, Loans, Retail Banking, Customer Service, Credit, Risk Management, Consumer Lending, Credit Risk, Cross Selling, Relationship Management, Commercial Banking
Education
Carrington College California-Sacramento
Massage Therapy/ Business
Max LeVee's Wells Fargo Experience December 2014 - Present
Job Securities Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
NewDay USA June 2014 - September 2014
Resource Energy Systems, LLC June 2012 - May 2013
General Growth Properties June 2010 - September 2011
Skills
Proficient in Microsoft..., JD Edwards accounting..., Articulate Presenter..., Cash-handling, Analysis, Budgets, Finance, Management, Investments, Microsoft Excel, Portfolio Management, Derivatives, Financial Analysis, Financial Modeling, Valuation, Data Analysis
Education
West Virginia University 2012 — 2014
Bachelor's Degree, Business Administration - Finance
Carroll Community College 2009 — 2010
Liberty High School 2006 — 2010
MontanaState University
Economics
Wells Fargo December 2014 - Present
NewDay USA June 2014 - September 2014
Resource Energy Systems, LLC June 2012 - May 2013
General Growth Properties June 2010 - September 2011
Skills
Proficient in Microsoft..., JD Edwards accounting..., Articulate Presenter..., Cash-handling, Analysis, Budgets, Finance, Management, Investments, Microsoft Excel, Portfolio Management, Derivatives, Financial Analysis, Financial Modeling, Valuation, Data Analysis
Education
West Virginia University 2012 — 2014
Bachelor's Degree, Business Administration - Finance
Carroll Community College 2009 — 2010
Liberty High School 2006 — 2010
MontanaState University
Economics
Dan Nass's Wells Fargo Experience DirectorBank of America1994 - 2004
Job Managing Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo DirectorBank of America1994 - 2004
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1994
Master of Business Administration (MBA), Accounting and Finance
The College of William and Mary 1979 — 1984
Bachelor of Arts (B.A.), Economics and Fine Arts
Ramsey High School
Wells Fargo DirectorBank of America1994 - 2004
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1994
Master of Business Administration (MBA), Accounting and Finance
The College of William and Mary 1979 — 1984
Bachelor of Arts (B.A.), Economics and Fine Arts
Ramsey High School
Dennisse Navas's Wells Fargo Experience 2011 - 2013
Job Senior Functional Consultant at Misys
Industry Computer Software
Experience
Misys July 2007 - Present
Wells Fargo 2011 - 2013
Skills
Consulting, Software Consulting, Business Analysis, Business Process, System Testing, User Acceptance Testing, Regression Testing, Training, Integration, Business Requirements, Analysis, Software Documentation, Testing, Requirements Gathering, Data Migration, SDLC, Requirements Analysis
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Misys July 2007 - Present
Wells Fargo 2011 - 2013
Skills
Consulting, Software Consulting, Business Analysis, Business Process, System Testing, User Acceptance Testing, Regression Testing, Training, Integration, Business Requirements, Analysis, Software Documentation, Testing, Requirements Gathering, Data Migration, SDLC, Requirements Analysis
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Lisa Hirschmann's Wells Fargo Experience June 2002 - September 2004
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Our Savior Lutheran Church August 2010 - Present
Fairhaven July 2012 - December 2013
Saint Agnes Hospital December 2011 - May 2012
Carroll County Public Schools September 2011 - November 2011
Social Services Consultants January 2008 - November 2010
Bank of America February 2008 - January 2010
Morrison Chiropractic September 2004 - November 2006
Wells Fargo June 2002 - September 2004
Howard County Public Schools August 1996 - March 2001
Howard High School January 1979 - January 1983
Skills
Healthcare, Hospitals, Healthcare Management, Medical Terminology, Data Entry, HIPAA, Customer Service, Microsoft Office, Administrative..., Microsoft Word, Microsoft Excel, Healthcare Information...
Education
Carroll Community College 2014 — 2014
Certificate, Certified Nursing Assistant
Our Savior Lutheran Church August 2010 - Present
Fairhaven July 2012 - December 2013
Saint Agnes Hospital December 2011 - May 2012
Carroll County Public Schools September 2011 - November 2011
Social Services Consultants January 2008 - November 2010
Bank of America February 2008 - January 2010
Morrison Chiropractic September 2004 - November 2006
Wells Fargo June 2002 - September 2004
Howard County Public Schools August 1996 - March 2001
Howard High School January 1979 - January 1983
Skills
Healthcare, Hospitals, Healthcare Management, Medical Terminology, Data Entry, HIPAA, Customer Service, Microsoft Office, Administrative..., Microsoft Word, Microsoft Excel, Healthcare Information...
Education
Carroll Community College 2014 — 2014
Certificate, Certified Nursing Assistant
Brandy Mock's Wells Fargo Experience 1998 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo 1998 - 2007
Education
Carrington College-Phoenix 2012 — 2014
Associate's Degree, Respiratory Care Therapy/Therapist
Wells Fargo 1998 - 2007
Education
Carrington College-Phoenix 2012 — 2014
Associate's Degree, Respiratory Care Therapy/Therapist
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank