Wells Fargo & Co.
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. Customer service: 1 (800) 869-3557 CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, CA 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 & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wells Fargo & Co. Employees
UnitedHealth Group November 2012 - Present
OptumInsight August 2011 - November 2012
United Healthcare March 2008 - August 2011
Wells Fargo & Co. October 2006 - March 2008
Wells Fargo & Co. October 2004 - October 2006
Wells Fargo & Co. July 2000 - October 2004
Wells Fargo & Co. September 1998 - July 2000
Skills
Process Improvement, Management, CRM, Project Management, Analysis, Program Management, Product Management, Strategic Planning, Vendor Management, Budgets, Business Analysis, Cross-functional Team..., Training, Business Process..., Change Management, Project Portfolio..., PMP, Requirements Gathering, Team Leadership, Microsoft Office, New Business Development, PMO, Visio, Corporate Communications, Internal Communications, Marketing Communications, Vendor Contracts, SharePoint, SDLC, MS Project, Salesforce.com
Education
Southwest Minnesota State University 1989 — 1993
BA, Psychology, Sociology, Anthropology
Frost Bank October 2013 - Present
BayouYoga.com October 2010 - Present
Wells Fargo & Co. June 1999 - October 2013
Wholesale Landscape Distributors October 1996 - June 1999
Skills
Commercial Lending, Strategic Planning, Loans, Financial Analysis, Commercial Banking, Portfolio Management, Risk Management, Financial Modeling, Credit Analysis, Credit, Small Business Lending, Banking, Investments, Business Development, Finance, Relationship Management, Mortgage Lending, Loan Origination, Wealth Management, Cash Management, Strategic Financial..., Underwriting, Executive Management, Asset Management, Mergers & Acquisitions, Treasury Management, Corporate Finance, Due Diligence, Valuation, Securities, Financial Services, Retirement Planning, Mutual Funds
Education
Texas A&M University 1990 — 1995
BS, Horticulture
Sunrise Banks May 2015 - Present
Self Employed June 2010 - Present
Wells Fargo October 2014 - May 2015
Wells Fargo & Co. June 2005 - June 2010
Skills
Leadership Development, Nonprofits, Educational Consulting, Staff Development, Public Speaking, Coaching, Community Outreach, Editing, Program Development, Curriculum Design, Microsoft Office, Teaching, Fundraising, E-Learning, Grant Writing, Microsoft Excel, Strategic Planning, Instructional Design, Curriculum Development, Leadership, Management
Education
University of Minnesota-Twin Cities 2000 — 2004
BS, Educational Psychology, 3.8
University of Minnesota-Twin Cities 1999 — 2004
Bachelor of Science (B.S.), Educational Psychology
Public & Nonprofit Leadership Center, Humphrey School of Public Affairs, U of MN 2004 - Present
Guthrie Theater 2002 - Present
Greater Metropolitan Housing Corporation 2002 - Present
Humphrey School of Public Affairs, University of Minnesota February 2012 - July 2013
Project for Pride in Living 1984 - 2009
Wells Fargo & Co. 1998 - 2004
Norwest Investment Management and Trust 1987 - 1998
State of Minnesota December 1984 - August 1987
City of Minneapolis 1978 - 1982
Minnesota Senate 1973 - 1977
Skills
Public Policy, Grant Writing, Program Evaluation, Program Development, Non-profits, Policy Analysis, Community Outreach, Volunteer Management, Research, Editing, Economic Development, Politics, Nonprofits, Public Relations, Strategic Communications, Strategic Planning, Fundraising, Grants, Leadership, Community Development, Policy, Community Organizing, Philanthropy, Government, Public Speaking, Organizational..., Qualitative Research, Proposal Writing, International..., Leadership Development, Higher Education, Program Management
Education
St. Mary's University of Minnesota 2000 — 2005
Doctor of Education (EdD), Organizational Development
University of Minnesota - School of Public Affairs 1971 — 1973
Master's Degree, Public Affairs
University of Minnesota-Twin Cities 1967 — 1971
BSME, Industrial Engineering
Wells Fargo March 2012 - Present
Wells Fargo & Co. July 2009 - March 2012
Wells Fargo Financial June 2005 - July 2009
Wells Fargo Financial November 2001 - June 2005
Wells Fargo Financial April 1995 - November 2001
Norwest Financial, Inc. September 1988 - April 1995
Skills
Real Estate, Property Management, Facilities Management, Negotiation, Leases, Customer Relations, Strategic Planning
Education
Iowa State University 1983 — 1987
Bachelors, Architecture
Omaha Northwest High 1980 — 1983
Wells Fargo & Co. January 2014 - Present
Freelance / Independent January 2003 - Present
Wells Fargo & Co. October 2012 - October 2013
Make-A-Wish Foundation September 2012 - October 2012
Bank of the West November 2010 - August 2011
Skills
Photoshop, Leadership, Microsoft Office, Graphic Design, Access, Microsoft Excel, PowerPoint, Microsoft Word, Management, Analysis, Public Speaking, Project Management, Strategic Planning, Marketing Strategy, Research, Data Analysis, Market Research, User Experience Design, Design Research, Interaction Design, Web Development, Social Networking, Time Management
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Arts (B.A.), Business Management Economics
University of California, Los Angeles
Extension, User Experience Design
Self-employed April 2014 - Present
Zions Bancorportion 2010 - 2013
Wells Fargo & Co. 1981 - 2010
Education
Stanford University 1967 — 1971
B.A., Political Science and Government
UCLA Anderson School of Management 1979 — 1981
M.B.A., Accounting and Finance
Middleburg Bank May 2015 - Present
Wells Fargo Business Banking Group March 2007 - May 2015
Lord Fairfax Community College 2009 - 2012
Wells Fargo & Co. March 2007 - March 2010
Chevy Chase Bank March 2005 - March 2007
Harris Teeter January 2004 - March 2005
Giant Food January 2002 - January 2004
Winn-Dixie Stores Inc. March 1988 - March 2002
Skills
Financial Analysis, Banking, Finance, Loans, Portfolio Management, Credit Analysis, Risk Management, Financial Modeling, Microsoft Excel, Credit Risk, Leadership
Education
University of Massachusetts, Amherst 2014 — 2015
Accounting and Finance
Penn State University 2003 — 2003
Certificate, Business Academy for High Performance Management
University of North Florida 1992 — 1993
Counseling Psychology
Eastern Florida State College 1989 — 1990
Florida State College at Jacksonville
Associate of Arts
Wells Fargo & Co. July 1984 - Present
Skills
Consulting, Risk Management, Business Continuity, Risk Assessment, Business Continuity..., Disaster Recovery, Security, Physical Security, Operational Risk..., Emergency Management, Incident Management, Enterprise Risk..., Vulnerability Assessment, Security Management, Security Audits, Financial Risk, Crisis Management, Information Security..., IT Audit, Information Security, Risk Analysis, Program Management, Contingency Planning, Financial Services, Policy, Training, Security Awareness, Fraud, Governance, Information Technology, Vendor Management, Operational Risk, PCI DSS, IT Strategy, CISSP, Banking, Commercial Banking, Executive Management, CISA, Treasury Management, ISO 27001, Commercial Lending, COBIT, SDLC, Credit, PMO, Cash Management, Data Center, Project Portfolio..., Retail Banking
Education
University of Phoenix 1991 — 1993
BS, Computer Science
Los Angeles City College 1989 — 1991
AS, LAW
Azusa Pacific University
MA, Information Technology
Wells Fargo & Co. January 2013 - Present
Wells Fargo & Co. November 2010 - January 2013
Wells Fargo & Co. September 2007 - November 2010
First NLC Financial (The Lending Center) January 2005 - December 2006
Skills
Referrals, Mortgage Lending, Loans, Refinance, Banking, Leadership, FHA, Sales, Mortgage Banking, Loan Origination, Loan Servicing, Treasury Management, ACH, Wire
Education
Saint Mary's University of Minnesota 2009 — 2013
MAM, Business
University of Minnesota-Twin Cities 1999 — 2002
BA, History, Philosopy, English
University of Wisconsin-Eau Claire 1997 — 1999
History, Philosophy
Wells Fargo & Co. January 2013 - Present
Wells Fargo & Co. May 2011 - January 2013
JP Morgan Chase & Co. February 2008 - December 2010
Skills
Financial Risk, Managerial Finance, Commercial Litigation
Education
Arizona Christian University 2005 — 2009
Bachelor's degree, Accounting and Finance
Ernst & Young 2013 - Present
Wells Fargo & Co. 2012 - 2013
Wells Fargo Advisors 2010 - 2012
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Series 7, Series 66, Retirement, Financial Advisory, Financial Modeling
Education
University of North Carolina at Chapel Hill 2006 — 2010
Economics and Entrepreneurship
nuTransitions37 January 2010 - Present
Feed Your Mind Music March 2009 - Present
Wells Fargo & Co. May 2014 - June 2014
Hope Services, LLC December 2011 - April 2012
Calvary Chapel of Clayton January 2009 - July 2011
Saint Augustine's College October 2008 - October 2009
Shaw University October 2007 - October 2008
Skills
Editing, Program Management, Research, Public Speaking, Proofreading, Microsoft Office, Event Planning, Typing 70 wpm, PowerPoint, Singing, Teaching
Education
Brooklyn College 1983 — 1988
Music Teacher Education, Early Childhood Education
Hampton University 1981 — 1983
Music Education
Wells Fargo & Co. August 2007 - Present
LaSalle Bank August 1997 - August 2007
ABN AMRO 1986 - 2007
Harris Bank June 1995 - July 1997
Bank One April 1994 - May 1995
LaSalle Bank May 1986 - March 1994
Skills
Commercial Banking, Commercial Lending, Loans, Asset Based Lending, Banking, Credit, Middle Market, Financial Analysis, Portfolio Management, Mergers, Credit Analysis, Due Diligence, Investments, Wealth Management, Corporate Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1990
MBA, Finance
University of Iowa 1982 — 1986
BBA, Finance
Wells Fargo & Co. April 2012 - Present
Legacy Advisors, LLC January 2007 - Present
Triumph Savings Bank October 2010 - April 2012
Wells Fargo January 2005 - January 2007
Wells Fargo Financial May 2003 - December 2005
Skills
Series 7, Series 63, Series 79, Commercial Lending, Loans, Banking, Mortgage Lending, Credit Analysis, Credit, Portfolio Management, Financial Analysis, Corporate Finance, Credit Risk, Risk Management, Securities, Mutual Funds, Strategic Financial..., Investments, Wealth Management, Financial Modeling, Financial Services, Equities, Mergers, Financial Risk, Valuation, Mergers & Acquisitions, Finance, Venture Capital, FINRA, Underwriting
Education
Golden Gate University 2004 — 2008
Masters Degree, Accounting
University of the Pacific - Eberhardt School of Business 1999 — 2003
Bachelors Degree, Finance
Wells Fargo & Co. January 2007 - Present
Wells Fargo July 1992 - December 2006
Briggs and Morgan, P.A. March 1986 - June 1992
Skills
HRIS, Employee Benefits, 401k, Retirement, Mergers, Process Improvement, Deferred Compensation, Insurance, Strategic Planning, ERISA, Vendor Management, Team Leadership, Mergers & Acquisitions, Benefits Administration
Education
University of Minnesota - Carlson School of Management 1990 — 1996
MAIR, Industrial Relations
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Arts, Political Science
Merwin LTC Pharmacy September 2013 - Present
UnitedHealthcare October 2010 - December 2012
UnitedHealthcare May 2008 - September 2010
Wells Fargo & Co. September 2004 - April 2008
McKesson Corporation January 2002 - 2004
Hallmark Cards, Inc. 1993 - 2001
General Mills June 1990 - December 1993
Skills
Brand Management, Business Strategy, Marketing, Marketing Communications, Business Development, B2B, Strategy, Retail, Financial Services, Marketing Strategy, Strategic Planning, Segmentation, Competitive Analysis, Product Marketing, Customer Insight, Multi-channel Marketing, Integrated Marketing, Leadership, Management, Business Planning, Product Development, Social Media, Marketing Analytics, Health Insurance, Pharmacy, Positioning, Cross-functional Team..., Customer Acquisition, B2C, Multicultural, Market Research, P&L Management, Advertising, Product Management
Education
University of Virginia - Darden Graduate School of Business Administration
MBA, General Management
National Institute of Social Media 2013 — 2013
Certified Social Media Expert
College of the Holy Cross
BS, Economics
Prosper Marketplace November 2011 - Present
BlackRock October 2010 - October 2011
Charles Schwab & Co September 2009 - October 2010
Charles Schwab & Co. September 2006 - September 2009
Springboard Ventures LLC April 2008 - September 2008
Wells Fargo & Co. September 2003 - September 2006
Charles Schwab & Co. April 2002 - September 2003
Education
University of San Francisco 2001 — 2003
BA
Apple September 2013 - Present
eBay, Inc. October 2009 - September 2013
KKR Financial April 2005 - March 2009
Wells Fargo & Co. April 2004 - April 2005
Wells Fargo & Co. 2002 - 2004
Office of the Comptroller of the Currency 1991 - 2002
Skills
Investments, Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Corporate Finance, Risk Management, Valuation, Asset Managment, Treasury Management, Mergers, Equities, Fixed Income, Banking, Due Diligence, Investment Banking, Cash Management, Credit, Credit Analysis, Finance, Private Equity, Derivatives, Financial Markets, Mergers & Acquisitions, Venture Capital, Securities, Asset Management, Market Risk, Risk Assessment
Education
University of Nebraska at Kearney 1987 — 1990
Bachelor of Science (B.S.), Finance & MIS, Economics
AAMA January 2015 - Present
SBOT Real Estate Forms Committee 1998 - Present
Wells Fargo & Co. February 1995 - Present
Wells Fargo & Co. February 1995 - Present
Houston Housing Authority 2006 - 2013
First Interstate Bank 1995 - 1996
Butler & Binion, LLP September 1979 - February 1995
Skills
Commercial Lending, Real Estate Transactions, Real Estate, Commercial Real Estate, Business, Corporate Law, Legal Research, Corporate Governance, Joint Ventures, Arbitration, Legal Writing, Administrative Law, Licensing, Civil Litigation, Mediation, Due Diligence, Employment Law, Bankruptcy
Education
The University of Texas School of Law 1976 — 1979
J.D., Law
Stanford University 1971 — 1975
A.B., Psychology
Bank of America October 2014 - Present
W. L. Gore & Associates 2013 - 2014
BANK OF AMERICA 2012 - 2013
HSBC CARD SERVICES, INC. 2010 - 2011
WELLS FARGO & CO. 2008 - 2010
Skills
Computer Repair, Computer Building, Computer Maintenance, Computer Hardware, Short Sales, Collections, Credit Analysis, Credit Management, Special Collections, Employee Training, Information Technology, Machine Operation, Manufacturing, Special Education, Alternative Education, Customer Service, Customer Satisfaction
Education
Wilmington University 2003 — 2009
Bachelor of Science (BS), Organizational Management
Delaware Technical and Community College-Stanton-Wilmington 2013 — 2014
A+ certification training, Computer Installation and Repair Technology/Technician
Bank of Albuquerque 2009 - Present
Wells Fargo & Co. 1996 - 2009
Skills
Commercial Lending, Credit, Banking, Small Business Lending, Team Management, Treasury Management, Loans, Financial Services, Loan Origination, Financial Analysis, Consumer Lending, Mortgage Lending, Commercial Banking, Retail Banking, Credit Analysis, SBA, Portfolio Management
Education
University of Nebraska-Lincoln 1990 — 1994
Wells Fargo & Co. May 2008 - Present
Quarles & Brady LLP October 2004 - May 2008
Latham & Watkins April 2002 - October 2004
Foley & Lardner LLP January 2000 - April 2002
Skills
Bankruptcy, Creditors' Rights, Commercial Finance, Letters of Credit, Trade Finance, Corporate Law, Commercial Litigation, Legal Writing, Commercial Real Estate, Private Equity, Finance
Education
University of Wisconsin Law School 1997 — 1999
J.D., Law
The University of North Dakota 1993 — 1997
B.Acc., Accounting
Wolters Kluwer Financial Services (WKFS) September 2009 - Present
SAP January 2007 - September 2009
Help/Systems, Inc. October 2000 - January 2007
Wells Fargo & Co. March 1997 - October 2000
Tennant Company 1995 - 1997
Education
University of Minnesota-Twin Cities 1992 — 1996
Bachelor of Arts, English
Wells Fargo & Co. November 2014 - Present
Wells Fargo December 2013 - November 2014
Integrated Equities Private Limited January 2013 - October 2013
Alternative Energy Development Board, Ministry of Water & Power, Federal Government December 2011 - December 2012
Queen Mary, University of London September 2010 - September 2011
Najam Riaz and Co. (Pvt) Ltd (Govt June 2009 - August 2009
GGI Global Finance May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, MS Project, Stata, Matlab, Finance, Economic Forecasting, Corporate Finance, Financial Modeling, Forecasting, Economics, Valuation, Financial Reporting, Financial Analysis, Strategy, Management
Education
Institute of Management Accountants 2013 — 2014
CMA (Certified Management Accountant)- USA, Accounting
Queen Mary, U. of London 2010 — 2011
MSc, Finance/Econometrics
Lahore University of Management Sciences - LUMS 2006 — 2010
BSc. (Hons); Levels, Mathematics; Mathematics, Physics
University of Cambridge 2001 — 2006
GCSE Advanced Level (Grades 12 till 13), Business and Sceince
University of Cambridge 2001 — 2004
GCSE Ordinary Level (Grades 9 till 11), Sciences, 6 A Grades
Salesforce November 2014 - Present
salesforce.com June 2013 - October 2014
EdgeSpring (acquired by salesforce.com) January 2013 - June 2013
Broadcom August 2010 - January 2013
Wells Fargo & Co. September 2009 - August 2010
Wells Fargo March 2008 - September 2009
Wells Fargo May 2007 - March 2008
Wells Fargo September 2004 - April 2007
Wells Fargo September 2002 - September 2004
wiTHinc Inc. August 1998 - September 2002
Skills
CoffeeScript, Go, JavaScript, AJAX, jQuery, Python, Perl, SharePoint, Business Analysis, Confluence, JSON, CSS, REST, UML, Testing, HTML5, HTML, Requirements Management, HTML 5, Web Applications, Linux, Microsoft SQL Server, Java, Enterprise Software, Web Development, DOM, Browsers, Firebug, Wiki Markup, Collaboration Tools, Use Case Analysis, Databases, GNU Make, Bash
Education
Stanford University 1995 — 1996
M.S., Mechanical Engineering
University of California, San Diego 1990 — 1995
B.S., Mechanical Engineering
Kaiser Permanente October 2009 - Present
mlb project consulting, llc 2005 - 2012
Kaiser Permanente December 2008 - October 2009
Charles Schwab & Co., Inc. June 2008 - November 2008
Gap, Inc. March 2007 - February 2008
Wells Fargo & Co. September 2005 - December 2006
Gap Inc., IT PMO January 2003 - April 2005
Charles Schwab & Co., Inc. 1996 - 2002
Summit Bank June 1994 - June 1996
Continental Savings of America February 1992 - May 1994
Skills
Agile, RUP, Scrum, CMMI, SDLC, UML, Requirements Management, SEO, Process Development, E-commerce, PMO, CMS, Social Networking, Governance, Business Analysis, Security, Availability, SOX, Waterfall, ISO, Development Management, Customer Experience, Financial Management, Technology Adoption, Online Marketing, Design Patterns, PMBOK, Iterative, CMM, Agile Project Management, OOP, PMI, Requirements Analysis, Web Analytics, PMP, Software Project..., Social Media, Requirements Gathering, Software Development..., Digital Marketing, Object Oriented Design, Social Media Marketing, Program Management, Process Simulation, Agile Methodologies, Process Improvement, Software Development, SharePoint, MS Project, Business Requirements
Education
Temple University
M.B.A., Finance
State University of New York at Buffalo
B.A. (Honors, Magna Cum Laude, Phi Beta Kappa), Economics (Minor: Mathematics)
Blue Bear School of Music
Drums, Guitar, Bass, Vocals, Composition, Performance
Landmark Education
Human Development, Cognition and Team Building
Project Management Institute
Certification, Project Management Professional (PMP)
Santa Clara University
Certificate, IT Project Management (PMBOK-aligned)
Tulane University
Computer Science, Mathematics, Business
University of California, Berkeley
Computer Science
City College of San Francisco
Dance and Dance Performance
HNTB November 2014 - Present
Contractor/Freelancer March 2014 - November 2014
URS Corporation June 2001 - February 2014
PriceWaterhouseCoopers July 1998 - May 2001
Wells Fargo & Co. 1995 - 1998
Deloitte & Touche LLP 1992 - 1995
Deloitte & Touche LLP 1990 - 1992
Deloitte & Touche LLP 1989 - 1990
Interdatum Incorporated 1985 - 1989
Skills
Contract Management, Internal Communications, Marketing, Marketing Communications, Proposal Writing, Construction, Sustainability, Project Planning, Project Management, Editing, Management, Leadership, Contract Negotiation, Strategy, Program Management
Education
California State University-Chico 1980 — 1985
BA, Communications (English minor)
Wells Fargo January 2013 - Present
Wells Fargo & Co. September 2011 - December 2012
Wells Fargo Home Mortgage September 2007 - September 2011
Wells Fargo Home Mortgage August 2005 - September 2007
Wells Fargo Home Mortgage October 2000 - August 2005
Norwest Mortgage April 1999 - October 2000
Skills
Loans, Mortgage Servicing, Credit, Loss Mitigation, Mortgage Lending, Business Process..., Process Improvement, Financial Risk, Analysis, Risk Management
Education
Winthrop University 2003 — 2005
M.B.A.
The Ohio State University Fisher College of Business 1994 — 1999
B.S. MGMT
Wells Fargo & Co. April 2011 - Present
Wells Fargo Bank - Wealth Management Group July 2007 - April 2011
Wells Fargo Bank NA -- Consumer Credit Group July 2002 - June 2007
HSBC Personal Financial Services January 1998 - December 2001
Citibank NA - Global Consumer Banking October 1995 - December 1997
Skills
Business Development, Marketing, Product Marketing, Marketing Strategy, Strategy, Financial Services, Management, Leadership, Product Management, Business Strategy, Product Development, Integrated Marketing, Sales, Risk Management, Segmentation, Program Management, Marketing Communications, Product Launch
Education
The University of Chicago Booth School of Business
MBA, Finance & Marketing
InterContinental Hotels Group (IHG®) July 2015 - Present
InterContinental Hotels Group (IHG) June 2014 - Present
Wells Fargo & Co. March 2014 - June 2014
Banana Republic / Gap Inc. November 2011 - March 2014
Sam Houston State University March 2012 - December 2013
Skills
Acting, Singing, Photography, Public Relations, Marketing, Advertising, Media Sales, Project Management, Facebook, Time Management, Teamwork
Education
Sam Houston State University 2008 — 2015
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Citi September 2012 - Present
Wells Fargo Capital Finance March 2009 - June 2012
Wells Fargo & Co. March 2006 - March 2009
DePaul University December 2000 - November 2005
Illinois Institute of Technology May 2000 - December 2000
Skills
Brand management and..., Creative and editorial..., Higher education..., Integrated Marketing, Advertising, Editing, Writing, Direct Marketing, Marketing Communications, Digital Marketing, Email Marketing, Online Marketing, Content Development, Online Advertising, Higher Education, Marketing, Corporate Communications, Marketing Strategy, Employee Training, Leadership, Management, Strategy, Social Media Marketing, Branding & Identity, Corporate Branding, Brand Development
Education
DePaul University 2001 — 2003
M.A.
Concordia College 1995 — 1999
B.A.
New Penn Financial, LLC February 2015 - Present
Residential Finance/PMAC August 2013 - January 2015
Real Living, Inc. February 2009 - July 2013
Wells Fargo & Co. May 1990 - January 2009
Skills
New Business Development, First Time Home Buyers, Short Sales, Team Building, Investment Properties, Real Estate, Single Family Homes, Marketing, Negotiation, Residential Homes, Sellers, Property Management, REO, Foreclosures, Relocation, Commercial Real Estate, Investors, FHA, Condos, HUD
Education
Marshall University 1983 — 1987
BBA, Marketing/Accounting
Margaritas Mexican Grill #2, Inc. April 2015 - Present
Boulevard Nightlife Group November 2012 - Present
Drai's Hollywood July 2012 - Present
Margaritas Mexican Grill, Inc. August 1998 - Present
West Ranch High School November 2014 - March 2015
Yeroushalmi & Associates April 2012 - June 2012
Wells Fargo & Co. December 2011 - April 2012
Columbia Law Center September 2010 - September 2011
Fullerton Joint Union High School District January 2007 - May 2007
Skills
Customer Service, Restaurant Management, Accounting, Banquets, Environmental Law, Bankruptcy Law, Public Relations, Social Media Marketing, Meticulous, Credibility, Reputation, Self-Accountability, Social Networking, Event Planning, Success Driven, Motivated self-starter, Hospitality, Restaurants, Event Management, Corporate Events, Food, Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2010
BA, Business Administration
Hope International University 2006 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kansas Wesleyan University 2005 — 2006
Bachelor of Business Administration (B.B.A.)
Wells Fargo & Co. July 2012 - Present
The Someday Foundation January 2001 - Present
Wells Fargo & Company, Home Mortgage, National Builder Division November 2010 - July 2012
Wells Fargo June 2007 - November 2010
Wells Fargo Financial January 2000 - December 2009
Norwest Financial, US Consumer Finance June 1992 - January 2000
Skills
Sales & Relationship..., Marketing Strategy, Cost Management, Analysis, Strategic Communications, New Business Development, Strategic Planning, Sales, Relationship Management, Cross Selling, Leadership, Strategy, Strategic Partnerships, Marketing, Program Management, Start-ups, Management, Banking, Negotiation, Portfolio Management, Vendor Management, Finance, Financial Services, Financial Analysis, Credit, Mortgage Lending, Executive Management, Team Building, Risk Management, Analytics, Loans, Process Improvement, Consumer Lending, Investments, Insurance, Loan Origination, Mortgage Banking, Refinance, Residential Mortgages, Commercial Lending, Strategic Planning &..., Small Business Lending, Credit Analysis, Credit Cards, CRM, Pipeline Management, Underwriting, Commercial Banking, Retail Banking, Social Media Marketing
Education
St. Ambrose University 1988 — 1992
BA, Business Management / Economics
Beckman Catholic High School 1984 — 1988
City National Bank 2011 - Present
San Francisco Unified School District October 2013 - February 2015
Academy of Finance, National Academy Foundation (NAF) & SFUSD August 2012 - February 2015
Aikido of Notre Dame de Namur University September 2009 - September 2011
Merchant Support Network Inc. January 2007 - March 2011
First Republic Bank May 2005 - December 2006
First Republic Bank April 2003 - May 2005
Wells Fargo & Co. November 2001 - April 2003
Morgan Stanley March 2000 - November 2001
Enterprise Rent-A-Car December 1999 - March 2000
Skills
Wealth Management, Credit, Private Banking, Loans, Small Business, Financial Services, Merchant Services, Business Planning, Business Strategy, Business Analysis, New Business Development, Business Process..., Team Leadership, Team Building, Leadership Development, Training, Management, Coaching, Finance, Nonprofits, Leadership, Entrepreneurship, CRM, Accounting, Business Development
Education
San Jose State University 1994 — 1997
Bachelor of Arts, Behavioral Science Double Major Psychology
De Anza College 1991 — 1994
Associate of Arts, Liberal Arts
Income& September 2014 - Present
Commonwealth Bank June 2012 - August 2014
The Bay Citizen April 2011 - May 2012
Prosper Marketplace November 2009 - April 2011
Meyer Marketing LLC July 2007 - March 2010
Charles Schwab May 2007 - October 2008
Visa, Inc. March 2003 - July 2007
Business Arts Marketing January 2002 - February 2003
Wells Fargo & Co. October 1999 - October 2000
AAA Northern California, Nevada & Utah Insurance Exchange October 1996 - October 1999
Skills
Marketing Strategy, Negotiation, Integrated Marketing, Analytics, Marketing Communications, Market Planning, Promotions, Strategic Partnerships, Email Marketing, Start-ups, Social Media, Cross-functional Team..., Online Marketing, Marketing Management, Advertising, Brand Development, New Business Development, B2C, Social Media Marketing, Customer Experience, Customer Experience..., Customer Experience..., Customer Experience..., Management, Strategic Planning, Strategy, SEM, Mobile Marketing, Customer Insight, Leadership, Customer Acquisition, Public Relations, B2B Marketing, Market Research, Direct Mail, Sales, Direct Marketing, Marketing, User Experience, Lead Generation, E-commerce, Google Adwords, Customer Experience..., Digital Marketing, Product Marketing, Facebook, Online Advertising
Education
Thunderbird School of Global Management 1991 — 1992
Global MBA, Asia, Marketing, Japanese
Miami University 1981 — 1985
Bachelor of Science in Business, Marketing, Decision Sciences
Wells Capital Management - Wells Fargo Asset Management July 2010 - Present
Wells Fargo & Co. July 2010 - August 2012
Arrow Capital, LLC February 2005 - December 2009
PIMCO December 2000 - February 2004
Skills
Analysis, Business Development, Portfolio Management, Consultative Sales, Time-Sensitive Project..., International Relations, Client Relations, Problem Solving, Strategic Negotiations, Effective Verbal &..., Problem Resolution, Training, Leadership, Investments, Fixed Income
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), Investment Finance
California State University-Long Beach
Bachelor of Arts (BA), Biological Sciences
Consumer Financial Protection Bureau (CFPB) July 2015 - Present
Consumer Financial Protection Bureau July 2011 - July 2015
Federal Reserve Bank of New York July 2010 - July 2011
Massachusetts Division of Banks October 2006 - July 2010
Pride Mortgage LLP February 2006 - October 2006
Wells Fargo & Co. April 2004 - February 2006
Skills
Financial Risk, Internal Controls, Financial Institutions, Governance, Banking, Risk Management, Credit, Policy, Underwriting, Analysis, Auditing, Process Improvement, Project Management, Management, Training, Financial Regulation, Mortgage Lending, Loans, Internal Audit, Fraud, Program Management, Finance
Education
University of Massachusetts Dartmouth 2007 — 2010
Master, Public Policy
Bridgewater State University 2004 — 2006
Master of Science, Management
Bridgewater State University 1999 — 2002
Bachelor of Arts, Graphic Design
CCHS 1994 — 1998
Wells Fargo & Co. November 2012 - Present
Wells Fargo & Co. August 2004 - November 2012
Wells Fargo Bank June 1999 - August 2004
Skills
Bank Secrecy Act, AML, USA PATRIOT Act, OFAC, Banking, Operational Risk..., KYC, Operational Risk, Fraud, Financial Risk, Securities, Enterprise Risk..., Financial Institutions, Risk Management, Financial Services, Anti Money Laundering, Finance
Education
Portland Community College
Wells Fargo Insurance July 2014 - Present
Preventice December 2012 - May 2013
OptumHealth August 2011 - September 2012
Rels Settlement Service March 2010 - December 2010
BTG Group - China State Owned Tourism & Hospitality Conglomerate March 2007 - January 2010
Wells Fargo Home Mortgage August 2006 - January 2009
Wells Fargo & Co. August 2004 - August 2006
Cargill May 2003 - August 2003
Minneapolis Grain Exchange 2001 - 2003
Netease.com 1999 - 2000
Skills
Analytics, Data Analysis, Business Intelligence, Business Strategy, Business Modeling, Financial Analysis, Competitive Analysis, Strategic Planning, Strategic Analysis, Tableau, Equities, Valuation, Economics, Banking, Mortgage, Treasury Management, Online Marketing, Six Sigma, English, Mandarin, Options, Commodity, Automation, Loans, Credit, Chinese, Trading, Lean Manufacturing, Financial Modeling, Corporate Finance, Analysis, Process Engineering, Problem Solving, Strategy Development, Business Analysis, International Business, Emerging Markets, Entrepreneurship, Process Improvement, Cost Analysis, Product Development, Risk Management, Start-ups, Risk, Management Consulting, Forecasting, Strategy, Business Process..., Business Development, Program Management
Education
University of Minnesota - Carlson School of Management 2002 — 2004
bs, Accounting & Finance
Beijing Union University 1989 — 1993
BSE, Industry Automation & Control
Public Library of Science December 2010 - Present
Public Library of Science June 2007 - December 2010
Wells Fargo & Co. September 2003 - June 2007
ZeeWare, Inc. September 2002 - July 2003
Catalyst Resources April 2000 - September 2002
Center for Education Integrating Science, Mathematics, and Computing (CEISMC) February 2000 - June 2000
Skills
User Experience, Web Development, User Interface Design, User-centered Design, Wireframes, Multimedia, CSS, Web Design, Adobe Creative Suite, Graphic Design, HTML, Photoshop, XHTML, Interaction Design, Dreamweaver, JavaScript, Web Analytics, Illustrator, SEO, Wordpress, User Research, User Interface, Logo Design, Web Applications, Information Architecture, Illustration, Usability, User Experience Design
Education
Georgia Institute of Technology 1997 — 2000
MS, Architecture & Industrial Design
Marlboro College 1990 — 1993
BA, Liberal Arts, Furniture Design
Carnegie Mellon University 1988 — 1989
Master of Science (M.S.), Fine Art
Independent Consultant August 2015 - Present
Wells Fargo April 2015 - August 2015
Wells Fargo April 2012 - April 2015
Visiont February 2012 - April 2012
Visiont October 2011 - January 2012
Wells Fargo Home Mortgage March 2011 - September 2011
Visiont August 2010 - March 2011
Wells Fargo & Co. June 2009 - August 2010
GeoLearning, Inc. June 2008 - November 2008
Wells Fargo & Co. 2006 - 2008
Skills
Project Management, Technical Writing, Business Analysis, Process Improvement, Training & Development, Integration, Software Documentation, Visio, Training, Human Resources, SharePoint, Requirements Analysis, SDLC, Employee Training, Vendor Management, Team Leadership, PeopleSoft, Analysis, Testing, Leadership, Change Management, Program Management, Virtual Teams, Agile Methodologies, Needs Analysis
Education
Iowa State University
M.A., Business and Technical Communication
Wartburg College
B.A., English, Speech Communication
Freedom Financial December 2013 - Present
Six Flags, Inc May 2010 - May 2014
Caesars Entertainment, Inc September 2005 - January 2013
HomeGain, Inc November 1999 - August 2004
Wells Fargo & Co. September 1996 - November 1999
Crowley Maritime Corp July 1995 - July 1996
Booz Allen Hamilton September 1985 - July 1995
Skills
Management, Finance, Strategic Planning, E-commerce, Strategic Partnerships, Strategy, Start-ups, Analytics, Mergers & Acquisitions, Marketing Strategy, Real Estate, Business Strategy, Leadership, Hospitality, Product Management, Operations Management, Competitive Analysis, Business Development, Executive Management, Team Building
Education
Stanford University Graduate School of Business 1988 — 1990
MBA
Duke University 1981 — 1985
AB, Public Policy and German
Wells Fargo September 2011 - Present
Wells Fargo & Co. March 2004 - September 2011
Wells Fargo 2002 - 2004
Wells Fargo Bank December 2000 - June 2002
Imagine Solutions October 1998 - November 2000
Skills
Project Management, Middleware Support, JBoss Application Server, JBoss EAP, JavaScript, Oracle Applications, Linux System..., Red Hat Linux, Apache, Weblogic Administration, Windows Server, Microsoft Technologies, .NET, SQL*Plus, Autosys, Tomcat, Web Services, Web Application Design, CRM, FileNet, IIS, Informatica, ETL, Cisco Technologies, Network Administration, Network Security, Microsoft SQL Server, Microsoft Office..., Microsoft Exchange, PeopleSoft, SQL DB2
Education
Saint Louis University (PH) 1981 — 1985
Bachelor of Science in Medical Technology, Science, Technology
The Lugo Group, LLC March 2015 - Present
Wells Fargo & Co. August 2014 - Present
Morgan Stanley 2013 - August 2014
Tempus, Inc. March 2012 - August 2012
Skills
Portfolio Management, Risk Management, Management, Finance, Investments, Financial Analysis, Financial Services, Public Speaking, Banking, Customer Service
Education
East Carolina University- Thomas Harriot College of Arts and Sciences 2007 — 2011
Bachelor of Science (BS), Economics
2015 Level 1 Candidate in the CFA Program
GeoScouts LLC August 2013 - Present
Wells Fargo & Co. June 2010 - June 2013
Charlotte Center City Partners August 2008 - December 2008
Warren & Associates December 2003 - December 2005
Karnes Research Company November 1999 - October 2000
Skills
GIS, ArcGIS, Market Research, Analysis, Demographics, Research, Geography, Strategic Planning, Microsoft Excel, Data Analysis, Microsoft Office, Databases, Government, Technical Writing, Retail, Access, Real Estate, CRM, Leadership, Economic Development
Education
University of North Carolina at Charlotte 2005 — 2009
Bachelor of Science, Economic Geography, cum laude
Newport Advisory, LLC September 2001 - Present
UC Berkeley Personal Financial Planning Program August 2006 - Present
Achex Inc. April 1999 - July 2001
IncuBay LLC April 1999 - March 2001
Accenture LLC December 1995 - March 1999
Wells Fargo & Co. August 1989 - December 1995
Skills
Investments, Strategic Financial..., Wealth Management, Strategy, Financial Services, Business Strategy, Investment Management, Portfolio Management, Financial Advisory, Finance, Entrepreneurship, Management Consulting, Start-ups, Employee Benefits, Asset Management, Strategic Planning, Securities, Capital Markets, Business Planning, Due Diligence, Analysis, Valuation, Product Management, Mergers & Acquisitions, Corporate Finance, Investment Strategies, Investment Advisory, Venture Capital, Hedge Funds, Financial Planning, Asset Managment, Financial Modeling, Executive Management, Mutual Funds, Business Process..., Management, E-commerce, Private Equity, Economics, Analytics, Risk Management, Investment Banking, Strategy Development, Business Analysis, Strategic Consulting, Corporate Development, Financial Analysis, Consulting, Equities, Competitive Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1995
M.B.A., Finance
University of California, Berkeley 1984 — 1989
B.A., International Political Economy
Wells Fargo & Co. June 2010 - Present
Wells Fargo, Internet Services Group August 2002 - June 2010
Wells Fargo June 2005 - April 2007
Wells Fargo August 2002 - June 2005
Deloitte Consulting June 2001 - August 2001
Cadence Design Systems June 2000 - September 2000
Skills
Requirements Gathering, SDLC
Education
Golden Gate University 2008 — 2010
MBA
California Polytechnic State University-San Luis Obispo 1998 — 2002
Bachelor's Degree
Wells Fargo & Co. January 1994 - Present
Holden, Kidwell, Hahn & Crapo August 1984 - January 1994
Skills
Corporate Law, Civil Litigation, Corporate Governance, Management, Negotiation, Contract Negotiation, Mergers & Acquisitions, Litigation, Legal Research, Licensing, Due Diligence, Legal Writing, Policy, Insurance, Employment Law, Real Estate
Education
University of Utah S.J. Quinney College of Law 1979 — 1982
JD, Law
Boise State University 1972 — 1978
BA, Economics; Real Estate Finance
Amazon Music September 2015 - Present
Google December 2010 - August 2015
Adobe Systems June 2008 - December 2010
BEA Systems April 2006 - June 2008
Wells Fargo & Co. January 1999 - April 2006
Wells Fargo Bank 1999 - 2006
Skills
Java, Web Services, SQL, JUnit, Software Engineering, Test Automation, Software Development, Eclipse, Web Applications, Python, Testing, Android, Weblogic, Distributed Systems, Flex
Education
Carnegie Mellon University 2005 — 2007
MSSE
Donec'kij Nacional'nij Tehnicnij Universitet 1989 — 1994
BS
DePaul University January 2013 - December 2013
Edward Jones August 2012 - January 2013
US Foods July 2008 - August 2012
Wells Fargo & Co. July 2007 - July 2008
CNA Financial Corporation June 2004 - July 2007
Make-A-Wish Foundation January 2004 - May 2004
Morgan Stanley September 2003 - December 2003
Skills
Analysis, Process Improvement, Finance, Leadership, Microsoft Word, Personal Financial..., Investments, Microsoft Office, Microsoft Excel, Personal Finance, Financial Literacy..., Financial Education, Financial Planners, Wealth Management..., Holistic Financial..., Investment Strategies, Financial Management..., Income Protection, Strategic Financial..., Financial Advising, Wealth Management, Financial Advisory, Manage Client..., Investment Analysis, Portfolio Reporting, Investment Portfolio, Client Service Oriented, Client Education, Series 7, Series 66, Illinois Life & Health..., Life & Health Insurance..., Life & Health Licenses, Financial Services, Investment Properties, Morningstar, Morningstar Advisor..., S&P, ThomsonOne, Morningstar Direct, MBA, Microsoft Office 2007, Thompson One, CRM, Mutual Funds, ETFs, Asset Allocation, 401k, Stocks, Bonds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2013
Master of Business Administration (M.B.A.), Behavioral Finance & Entrepreneurship, 3.97
DePaul University 2000 — 2004
B.S., Finance Honors & E-Business Technology, 3.7
Cisco Systems July 2013 - Present
American Express January 2011 - July 2013
EMC September 2009 - January 2011
Morrison Foerster September 2007 - March 2009
Nelson Family of Companies November 2005 - September 2007
Wells Fargo & Co. January 2003 - November 2005
MarketTools April 2002 - January 2003
AudioBase January 2000 - April 2002
Wells Fargo August 1998 - January 2000
Gannett Newspapers February 1990 - August 1998
Skills
Vendor Management, Leadership, Outsourcing, SaaS, Cloud Computing, Data Center, Information Technology, IT Strategy, IT Management, Strategy, Program Management, Salesforce.com, E-commerce, Disaster Recovery, Business Analysis, Enterprise Software, Change Management, Project Management, Security, Business Process..., Enterprise Architecture, Business Development, Team Leadership, Cross-functional Team..., IT Operations, Infrastructure, Cloud Computing IaaS, SDLC, PMP, Project Portfolio..., Management, Governance, Business Continuity, Networking, Start-ups, Cisco Technologies, Team Management, VMware, Servers, Software Development, Network Security, Professional Services, VoIP, Software Defined..., Databases, Product Marketing, Managed Services, Solution Selling, Storage, ITIL
Education
University of San Francisco - School of Management 2003 — 2004
MBA, Business
California State University-Long Beach 1995 — 1997
B.S., Criminology
Notre Dame High School 1984 — 1988
Pay Lynxs, Inc. September 2014 - Present
Umpqua Bank February 2014 - September 2014
Umpqua Bank August 2012 - February 2014
Wells Fargo & Co. November 2011 - July 2012
Wells Fargo & Co. March 2008 - October 2011
U.S. Army August 1996 - October 2011
Wells Fargo October 2007 - March 2008
Right Management August 2005 - April 2007
U.S. Army August 1996 - December 2001
Skills
Bank Secrecy Act, Teamwork, AML, CAMS, Investigations, Link Analysis, Behavioral Analytics, Financial Crimes..., Team Leadership, Management, Private Investigations, Due Diligence, USA PATRIOT Act, General Awesomeness, Analysis, OFAC, Anti Money Laundering, Risk Management, Financial Risk, Investigation, Fraud, KYC, Banking
Education
University of Phoenix 2006 — 2012
BS, Business Management, Marketing
Anderson Valley High School 1990 — 1994
Wells Fargo & Co. August 2002 - Present
Wells Fargo Bank 2002 - Present
Rachana Systems, Inc. 1995 - 2002
Skills
SDLC, Requirements Analysis, Troubleshooting, Java Enterprise Edition, Agile Methodologies, Unix, Enterprise Architecture, Software Project..., Management, Weblogic, Software Development, Integration
Education
Rensselaer Polytechnic Institute
MS, Computer & Systems Engineering
CSAA Insurance Exchange 2008 - Present
Wells Fargo & Co. 2004 - 2007
Charles Schwab & Co. 1996 - 2004
Kaiser Permanente 1991 - 1996
Skills
Financial Analysis, Financial Services, Financial Modeling, Portfolio Management, Risk Management, Strategic Financial..., Executive Management, Mergers, Sarbanes-Oxley Act, Asset Managment, Vendor Management, Business Analysis, Investments, Finance, Insurance, Mergers & Acquisitions, Leadership, Competitive Analysis, Management Consulting
Education
University of California, Davis - Graduate School of Management 1990 — 1992
MBA, Finance/Accounting
Wells Fargo & Co. August 2007 - Present
Wells Fargo & Co. 2000 - 2007
Education
University of Iowa
B. A., History, Minor Geography
New Royalty // Mgmt July 2008 - Present
Wells Fargo & Co. January 2006 - Present
857 Collective January 2007 - December 2007
Cornerstone Promotion June 2005 - September 2005
Education
California State University-Long Beach - College of Business Administration 2004 — 2008
Wells Fargo & Co. 2001 - Present
H.B. Fuller 1997 - 2002
Education
University of Minnesota Duluth 1977 — 1979
Associate's Degree, Secretarial Science
Advisor Software, Inc. January 2013 - April 2014
Luxe Commerce Inc May 2010 - June 2011
Saints Capital January 2007 - May 2010
Wells Fargo & Co. June 2004 - December 2005
Education
University of California, Davis 1999 — 2004
B.A., Economics
Walmart eCommerce November 2013 - Present
Fun Flower Daycare July 2006 - Present
Walmart eCommerce November 2012 - October 2013
Walmart eCommerce November 2009 - October 2012
Blackhawk Network April 2009 - February 2010
Charles Schwab & Co. March 2007 - March 2009
Charles Schwab & Co. November 2004 - March 2007
Charles Schwab & Co. May 2000 - November 2004
Wells Fargo & Co. July 1999 - May 2000
Wells Fargo Bank & Co. January 1995 - July 1999
Skills
Technical Project..., Visio, Remedy, Microsoft Office, Windows, SharePoint, Unix, ClearQuest, RUP, Crystal Reports, TWiki, Quality Center, MS Project, Governance, Documentation, Budgeting, Offshore, Project Server, Clarity, Customer Relations, Program Management, Access, Word, Excel, PowerPoint, Linux, Outlook, Mac, Rally, Agile Project Management, Certified Scrum Master..., Supply Chain Management, Small Business..., Project Management, Confluence, PMO, Process Improvement, PMP, Integration, SDLC, Testing, CRM, Budgets, Project Delivery, Software Documentation, Project Planning, Customer Service, Quality Assurance, Microsoft Project
Education
City College of San Francisco 1992 — 1994
Computer Science
California State University-Chico 1990 — 1991
Computer Science
Wells Fargo & Co. 2013 - Present
Wells Fargo & Co. 2007 - Present
Wells Fargo & Co. 2001 - 2007
Wells Fargo & Co. 1999 - 2001
Minolta Systems Laboratory in San Jose, CA 1998 - 1999
Sony Electronics 1996 - 1998
Harman Interactive - San Jose, CA 1996 - 1996
Phoebe Technologies 1995 - 1996
Skills
Mobile Payments, Internet Banking, Resource Management, Team Building, Banking, Mobile Banking, Payments, Electronic Payments, Retail Banking, Bill Payment, Problem Solving, Online Payments, Change Management, Process Improvement, Metrics, Software Development, Requirements Analysis, Scrum, Agile, Dealing with Ambiguity, Decision Making Skills, Risk Management, CMMI, EC2, Cloud Computing, Subversion, Continuous Integration, Unix Shell Scripting, Financial Services, Software Product..., Eclipse, SSH, Project Management, Android SDK, Android Development, Human Computer..., Managing Software..., SWOT analysis, Google Docs, Test Driven Development, Dropbox, Flexibility, Agile Methodologies, Communicate Clearly, Ruby, WebDriver, Management, Enterprise Architect, Sparx Enterprise...
Education
Carnegie Mellon University 2010 — 2012
MS, Software Management, Carnegie Institute of Technology (College of Engineering)
American Software Testing Qualifications Board (ASTQB) 2008 — 2008
CTAL-TM, Software Testing Certification - Advanced - Test Manager
American Software Testing Qualifications Board (ASTQB) 2006 — 2006
CTFL, Software Testing Certification - Foundation Level
Rational Unified Process Training 2006 — 2006
Introduction to Rational Unified Process (RUP)
University of California, Berkeley 2004 — 2004
UNIX System Security - UNIX System Administration - UNIX TCP/IP Architecture
Russian State University for the Humanities 1989 — 1994
Bachelors Degree, History
Wells Fargo & Co. September 2004 - Present
ECFirst.Com June 2001 - September 2004
GDII October 1998 - June 2001
Revelink 2001 - 2001
AT&T 1999 - 2000
Skills
Enterprise Architecture, SOA, IT Strategy, Integration, Business Architecture, Architecture, Agile Methodologies, Requirements Analysis, Software Project..., Application Architecture, EAI, Business Analysis, Business Intelligence, System Architecture, Software Development, Data Warehousing, Web Services, Cloud Computing, Architectures, SDLC
Education
University of Pune 1991 — 1994
Bachelor of Computer Science, Computer Science
University of Pune 1991 — 1994
1994, Bachelor of Computer Science
Federal Reserve Bank of San Francisco March 2015 - Present
FINRA September 2003 - March 2015
Charles Schwab June 2001 - September 2003
Wells Fargo & Co. June 1997 - June 2000
Skills
AML, FINRA, Securities, Hedge Funds, Mutual Funds, Alternative Investments, Investments, Equities, Fixed Income, Risk Management, Banking, Asset Management, Portfolio Management, Anti Money Laundering
Education
Golden Gate University 1999 — 2002
MBA, Computer Information Systems
University of San Francisco 1993 — 1997
Bachelor of Science (B.S.), Accounting
Wells Fargo & Co. 2011 - Present
Wells Fargo Consumer Credit Group April 2003 - December 2007
JP Morgan Chase January 2002 - April 2003
GMAC June 1998 - September 2001
Wells Fargo Bank December 1990 - June 1998
Great American 1976 - 1990
Skills
Mortgage Lending, Credit, Consumer Lending, Loans, Mortgage Banking, Banking, Underwriting, Refinance, Credit Analysis, Finance, Loan Origination, Management, Residential Mortgages
Education
University of Phoenix 2003 — 2006
BS, Business Management
Coleman College 2001 — 2003
Networking
kelsey jenny 2001 — 2002
certificate, networking
American Academy of Neurology March 2010 - Present
Wells Fargo & Co. August 2007 - January 2010
University of Minnesota January 2006 - August 2007
Lutheran Coalition for Public Policy in Minnesota December 2005 - August 2007
Boys & Girls Clubs of America October 2003 - August 2005
AmeriCorps*NCCC 2001 - 2003
Skills
Leadership, Program Development, Non-profits, Program Management, Public Policy, Nonprofits, Research, Policy Analysis, Training, Policy, Management, Leadership Development, Strategic Planning, Community Outreach, Volunteer Management
Education
University of Minnesota-Twin Cities 2005 — 2007
Master of Public Policy, Global Policy and Human Rights
University of Indonesia 2006 — 2006
Peace Studies and Conflict Transformation
College of Saint Benedict 1997 — 2001
Political Science, International Relations and Asian Studies
Saint John's University 1997 — 2001
BA Political Science, International Relations; Asian Studies
Southwest China Normal University 1999 — 1999
Asian Studies
Loring Ward July 2014 - Present
Intuit March 2009 - December 2013
Wells Fargo & Co. 2005 - 2009
Wells Fargo Bank February 2002 - January 2005
Charles Schwab September 2000 - February 2002
Charles Schwab January 1998 - September 2000
Charles Schwab January 1993 - January 1998
Skills
Strategy, Financial Services, Strategic Partnerships, Business Strategy, Program Management, Executive Management, Business Development, Management, Leadership, Business Intelligence, Analytics, Process Improvement, Marketing Strategy, CRM, Product Management
Education
Northwestern University - Kellogg School of Management
Wells Fargo & Co. April 2004 - Present
Mosswood Associates October 2001 - Present
Portera Systems June 2000 - October 2001
Education
University of California, Berkeley 1982 — 1986
Asesores Financieros Comunitarios September 2015 - Present
TriunfoConsult, LLC August 2015 - Present
Comunidades Latinas Unidas En Servicio (CLUES) January 2014 - August 2015
Wells Fargo Home Mortgage November 2012 - August 2015
Nexus Community Partners September 2014 - April 2015
Wells Fargo January 2011 - December 2012
Wells Fargo & Co. February 2008 - October 2012
Wells Fargo March 2007 - February 2008
Wells Fargo Home Mortgage January 2002 - February 2007
Ford Motor Company April 2000 - September 2000
Skills
Public Speaking, Spanish translation, written Spanish, Leadership Development, Multicultural Team..., Diversity Strategy, Community Development, Operations Management, Project Portfolio..., Mortgage Industry, Outstanding Customer..., Customer Service, Career Development, Mortgage Lending, Spanish, Marketing Strategy, Strategic Planning, Community Outreach, Banking, Event Planning, Leadership, Management, Change Management, Sales, Recruiting, Account Management, Training, Staff Development, Public Relations, Time Management, Employee Engagement, Interviews, Team Building, Organizational..., Research, Strategy, Analysis, Teamwork, Coaching, Risk Management, Process Improvement, Performance Management, Team Leadership, Data Analysis
Education
Bethel University 2009 — 2012
Master of Business Administration, Social Impact Management
Bethel University 2006 — 2007
Master of Arts, Organizational Leadership
University of Minnesota-Twin Cities 1997 — 2001
Bachelor of Arts, Global Studies
South St Paul High School 1994 — 1997
High School Diploma, General Studies
Wells Fargo & Co. April 2003 - Present
Fifth Third Bancorp November 2001 - March 2003
Mellon Financial Corporation October 2000 - September 2001
Bank One Corporation March 1999 - September 2000
Bank of Hawaii Corporation May 1992 - March 1999
Skills
Asset Based Lending, Banking, Financial Services, Mergers, Sales, Private Equity, Business Development, Middle Market, Treasury Management, Commercial Banking, Financial Analysis, Credit, Investments, Credit Analysis, Commercial Lending, Mergers & Acquisitions, Business Strategy, Insurance, New Business Development, Corporate Development, Sales Operations, Financial Reporting, Hunter, Mortgage Lending, Portfolio Management, Strategic Financial..., Finance, Risk Management, Restructuring, Accounting, Financial Modeling, Loans, Leadership, Strategic Planning, Factoring, Executive Management, Corporate Finance, Due Diligence, Small Business Lending, Debit Cards, Retail, Investment Banking, Business Valuation, Valuation, Cash Management, Acquisition Integration, Working Capital...
Education
Arizona State University 1988 — 1992
Bachelor of Science, Accountancy
La Salle University 1987 — 1988
Accounting
Autodesk August 2014 - Present
Wells Fargo & Co. September 2006 - July 2014
Skills
Business Strategy, New Business Development, Financial Analysis, Financial Modeling, Strategic Financial..., Portfolio Management, Banking, Finance, Credit, Asset Management, Financial Services, Risk Management, Valuation, Financial Planning, Accounting, Investments, Management
Education
Santa Clara University - Leavey School of Business 2001 — 2005
Wells Fargo & Co. 2012 - Present
Bank of America 2005 - 2012
Wachovia Corporation ( a Wells Fargo Company) 2000 - 2005
Wachovia Corporation (a Wells Fargo Company) 2000 - 2005
Education
Susquehanna University 1984 — 1988
Piper Jaffray June 2015 - Present
Jefferies & Company June 2010 - June 2015
Wells Fargo & Co. June 2008 - June 2010
Wells Fargo & Co. June 2007 - September 2007
Merrill Lynch March 2007 - June 2007
Skills
DCF, LBO, Investment Banking, Equity Research, Bloomberg, Valuation, Financial Modeling, Private Equity, Equities, Equity Valuation, Corporate Finance, Capital Markets, Leveraged Finance, M&A experience, IPO
Education
University of California, Los Angeles 2006 — 2008
Bachelor's, Biological Sciences
Wells Fargo & Co. 2010 - 2014
Wells Fargo & Co. October 2010 - April 2011
Chase May 2009 - September 2010
Skills
Investment Properties, Real Estate, Mortgage Lending, Mortgage Banking, Banking, Refinance, Loans, Credit, Investments, FHA, Loan Origination, Risk Management, Underwriting, Finance, Due Diligence, Financial Analysis, Real Estate Transactions, Insurance, Financial Risk, Valuation, Management, Residential Mortgages, Credit Analysis, VA loans, FHA financing, USDA, Commercial Lending, Funding, Loss Mitigation, Sales, Reverse Mortgages, Real Estate Economics, Mortgage Underwriting, Portfolio Management, Government Loans, Consumer Lending, FHA Financing, VA Loans
Education
City University of New York-Queens College
•Bachelor of Arts: Major – Economics
Fortis Solutions, Inc. February 2011 - Present
Wells Fargo & Co. January 2005 - August 2011
Wells Fargo July 2004 - December 2005
Wells Fargo October 2002 - July 2004
Wells Fargo August 2001 - October 2002
Wells Fargo June 2000 - August 2001
US Federal Courts June 1997 - June 2000
Skills
DoD, Federal Government, Government Liason, Government Contracting, Defense Acquisition, Defense Contracting, Defense Industry, Budget Oversight, Program Management, Entrepreneur, Management Consulting, Budget Preparation, Requirements Analysis, Requirements Gathering, Strategic Consulting, Requirements Management, Business Requirements, Business Relationship..., Sales Management, Professional Services, Benefits Administration, Sales Support, Direct Sales, Inside Sales, Financial Planning, Financial Management, Budget Management, Budget Development, Operational Excellence, Operational Efficiency, Operational Streamlining, Change Management, Account Management, Contract Management, General Business..., Small Business, Defense, Government Liaison, Software Project..., Military Liaison, Strategic Financial..., Analysis, Management, Strategy, Budgets, Leadership Development, Sales Operations, Entrepreneurship, Banking, Recruiting
Education
University of Florida 2014 — 2017
Doctor of Business Administration, exp 2017, Business Administration and Management, General
Auburn University, College of Business 2008 — 2010
Master of Business Administration (MBA), Business Administration
Oregon State University 1996 — 2000
BS, Political Science
Boston Collge Institute for Responsible Investment September 2008 - Present
Wells Fargo & Co. 1997 - 2000
Education
University of Oxford 2004 — 2007
Wells Fargo & Co. August 1999 - Present
Wells Fargo Business Credit May 1996 - July 1999
Dun & Bradstreet June 1994 - September 1995
Education
University of St. Thomas 2005 — 2006
Qualified Project Manager II, Project Management
University of St. Thomas 1998 — 2002
MBA, Entrepreneurial Venture Management
Drake University 1990 — 1994
BSBA, Finance
Mythic 2013 - Present
Navarro Communications Consulting December 2011 - Present
Wells Fargo & Co. January 2009 - March 2010
Wachovia September 1999 - January 2009
LendingTree November 1998 - September 1999
Skills
Internal Communications, Media Relations, Public Relations, Communications Planning, Speech Writing, Marketing, Change Management, Executive Coaching, Product Launch, Media Studies, Corporate Communications, Strategic Communications, Leadership, Crisis Communications, E-commerce, Management, Thought Leadership, Brand Awareness, Nonprofits, Marketing Communications, Strategy, Messaging, Integrated Marketing, Social Media, Communication Training, Marketing Strategy, Publicity, Strategic Planning, Campaigns, Brand Management, Marketing Management, Advertising, Sponsorship, B2B
Education
University of North Carolina at Chapel Hill 1996 — 1998
M.A.
Wake Forest University 1992 — 1996
Politics
Wells Fargo Bank February 2001 - Present
Wells Fargo Bank 2001 - Present
Wells Fargo & Co. 2001 - Present
Wells Fargo Bank February 2001 - March 2009
Bank One 1995 - 1999
Bank of Boston 1992 - 1995
Bank of America 1984 - 1992
Education
University of Virginia 1987 — 1989
Saint Mary's College of California 1978 — 1979
MBA, Management
California State University-East Bay 1968 — 1973
BA, Psychology
Wells Fargo Home Mortgage September 2014 - Present
Wells Fargo Home Mortgage March 2013 - August 2014
Wells Fargo & Co. January 2007 - February 2013
Wells Fargo & Co. October 2004 - January 2007
Wells Fargo & Co. October 1999 - October 2004
Skills
Collections, Executive Management, Operations Management, Sales Management, Vendor Management, P&L Responsibility, Credit, Vehicle Remarketing, Sales, Call Centers, Mortgage Lending, Start-ups, Management, Loans, Selling, Strategy, Leadership, Finance, Banking, Portfolio Management, Outsourcing, Financial Analysis, Relationship Management, Process Improvement, P&L Management, Risk Management, Loss Mitigation, Credit Analysis, Underwriting, Forecasting
Education
University of Illinois at Chicago 1993 — 1999
Bachelor's, Economics
Mt. Carmel High School 1989 — 1993
Wells Fargo & Co. November 2013 - Present
Northwestern College April 1997 - Present
Wellspring Consulting LTD July 2012 - November 2013
Wells Fargo & Co April 2006 - July 2012
Wells Fargo & Co. August 2002 - April 2006
Wells Fargo & Co. February 1998 - August 2002
Norwest Bank April 1992 - February 1998
Education
University of Saint Thomas - School of Business 1993 — 1997
Master of Business Administration (MBA), Human Resources Management and Services
Bethel University 1986 — 1989
Bachelor of Arts (BA), Political Science and Government
Barclays Global Investors 2009 - 2009
Wells Fargo & Co. 2007 - 2009
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
DynCorp International October 2012 - Present
DynCorp International July 2011 - October 2012
DynCorp International November 2009 - July 2011
Endeavor Energy Resources January 2008 - April 2009
National Community Bank October 2007 - January 2008
Wells Fargo & Co. October 2006 - August 2007
University of New Mexico - Center on Alcoholism, Substance Abuse, & Addictions August 2003 - October 2005
Skills
Financial Analysis, Accounting, Financial Reporting, General Ledger, Forecasting, Payroll, Financial Modeling, GAAP, Banking, Revenue Recognition, Loans, Hyperion Enterprise, Hyperion HFM, Sales, Cold Calling, Customer Service, Microsoft Excel, Invoicing, Microsoft Office, Problem Solving, Analytical Skills, Variance Analysis, Monthly Close Process, Variance Explanations, Cost Variance Analysis, P&L accounts, Auditing, Accounts Receivable
Education
The University of New Mexico 2000 — 2005
BBA, Finance
Google June 2012 - November 2013
St Endellion/Nektan August 2011 - February 2012
Infocrossing/Wipro July 2011 - August 2011
Wells Fargo Bank July 2010 - March 2011
BlackRock December 2009 - July 2010
Barclays Global Investors February 2008 - December 2009
Charles Schwab August 2007 - December 2007
Wells Fargo & Co. 2002 - 2006
Pacific Gas and Electric Company April 2000 - April 2001
System Management Specialists/Esprit d'Corp November 1999 - April 2000
Skills
Business Analysis, PMO, PMP, Integration, Business Process, Business Process..., SDLC, Visio, Sybase, Vendor Management, Software Project..., Project Portfolio..., Waterfall, Agile Methodologies, IT Strategy, MS Project, Software Development, Software Documentation
Education
Brandeis University, Heller - The Heller School for Social Policy and Management 1984 — 1985
MMHS, Masters Management of Human Services
Wheelock College 1980 — 1984
BS, ECE
PowerSecure Solar 2012 - Present
Southern Energy Management 2010 - 2012
Radiance Solar 2009 - 2010
MP International 2008 - 2009
Wells Fargo & Co. 1999 - 2007
Skills
Teamwork, Renewable Energy, Solar Energy, Sales, Energy Efficiency, Contract Negotiation, Strategy, Business Development, Management, Account Management, Strategic Partnerships, Sales Management, Energy, Recruiting, Start-ups, Strategic Planning, Cleantech, Salesforce.com, Alternative Energy, Solar PV, Manufacturing, Smart Grid, Business Strategy, Sustainable Energy, New Business Development, Entrepreneurship, Energy Management
Education
University of Central Florida - College of Business Administration
Bachelor of Science, Finance
Buchholz High School - Gainesville FL
Bank of America November 2014 - Present
Bank of America June 2011 - November 2014
Bank of America Home Loans September 2010 - June 2011
Wells Fargo Home Mortgage November 2008 - October 2010
Fifth Third Bancorp 2005 - 2007
Fifth Third Bank 2005 - 2007
Wells Fargo & Co. April 1990 - October 2005
Wells Fargo Home Mortgage 1993 - 1998
Skills
Business Development, Strategic Planning, Business Planning, Recruiting, Value Propositions, Business Coaching, Institutional Sales, Loans, Banking, Mortgage Lending, Leadership, Business Strategy, Loan Origination, Management, Mortgage Banking, Residential Mortgages, Strategy, Credit, Training, Credit Analysis
Education
University of Delaware 1982 — 1986
BA, Economics
Columbus Academy 1972 — 1982
College Prep
Wells Fargo Wholesale Banking April 2013 - Present
Wells Fargo Insurance, Inc. 2001 - Present
Wells Fargo Insurance Services September 1987 - Present
Wells Fargo & Co. 2001 - April 2013
Skills
Recruiting, Onboarding, Human Resources, Employee Relations, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Employee Benefits, Coaching, Customer Service
Education
Minnesota State University, Moorhead
Wells Fargo & Co. June 2014 - Present
Wells Fargo & Co. January 2012 - June 2014
Wells Fargo & Co. 2007 - January 2012
U.S. Drug Enforcement Administration 1996 - 2007
U.S. Air Force May 1990 - June 1996
Skills
CAMS, Certified Fraud Examiner, Investigations, AML, Fraud Investigations
Education
California State University-Sacramento
B.S., Finance, Minor in Economics
Embry-Riddle University
MBA
Wells Fargo & Co. 1993 - Present
National Park Service/Golden Gate NRA 1986 - 1988
Education
University of California, Santa Barbara
Master of Arts (M.A.), History
University of Pittsburgh 1978 — 1982
Bachelor's degree, American Studies
First American Financial Corporation January 2013 - Present
Wells Fargo Bank, N.A. March 2010 - January 2013
Wells Fargo & Co. April 2006 - November 2009
The First American Corporation 2000 - 2007
RESdirect 2000 - 2007
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Residential Mortgages, Loss Mitigation, Risk Mitigation, Risk Strategy, Post Closing, Title Agent, Title Underwriting, Legal Research, Customer Service, Vendor Management, Business Analysis, Strategy, Loans, Loan Servicing, Mortgage Servicing, Credit, Underwriting, Banking, Mortgage Underwriting, FHA, Financial Services, Refinance, Title Insurance, Consumer Lending, Escrow, Risk Management
Education
Minnesota Paralegal Institute 1996 — 1997
Post Baccalaurate ABA Paralegal Certificate, Paralegal
University of Minnesota-Twin Cities 1971 — 1976
Bachelor of Science (BS), Foods, Nutrition, and Wellness Studies, General
Wells Fargo Bank, N.A. January 2012 - Present
Wells Fargo Bank, N.A. August 1996 - Present
Wells Fargo & Co. 1996 - March 2012
LB Credit Corporation January 1993 - December 1993
Skills
Financial Structuring, Financial Services, Legal Writing, Financial Risk, Privacy Law, Risk Management, Real Estate, Vendor Management, Contract Negotiation, Corporate Governance, Intellectual Property, Due Diligence, Corporate Law
Education
University of California, Hastings College of the Law
Juris Doctor, Law
Wells Fargo & Co. October 2005 - Present
Wells Fargo Bank December 2003 - December 2005
Wells Fargo Bank October 2000 - December 2003
Wells Fargo Bank October 1997 - October 2000
Skills
Mergers, Commercial Banking, Wealth Management, Credit, Private Banking, Start-ups, Mergers & Acquisitions, Commercial Lending, Portfolio Management, Wealth, Finance
Education
University of Minnesota - Carlson School of Management 1987 — 1990
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Creighton University 1976 — 1980
Bachelor of Science in Business Administration, Finance and Economics, undergraduate degree
Wells Fargo & Co. 1998 - Present
Skills
CMBS, Investor Reporting, Loan Servicing, Commercial Mortgages, Mortgage Banking, Mortgage, Banking
Education
State University of New York at Binghamton
CityLift Parking, LLC February 2015 - Present
Signature Trade Group December 2014 - Present
Starwood Waypoint Residential Trust January 2014 - October 2014
Waypoint Homes August 2011 - October 2014
Hercules Technology Growth Capital January 2010 - August 2011
United Commercial Bank March 2009 - December 2009
Wells Fargo Bank October 1997 - June 2008
Wells Fargo - HCFG 2001 - 2008
Wells Fargo & Co. 1997 - 2008
Wells Fargo Consumer Credit Group 1997 - 2008
Skills
Start-ups, Product Management, Mergers, Venture Capital, Corporate Development, Strategic Partnerships, Entrepreneurship, Strategy, Mergers & Acquisitions, Executive Management, P&L Management, Leadership, Strategic Planning, Business Development, Financial Analysis, Valuation, Management, Management Consulting, Product Marketing, Hedge Funds, Market Research, Investments, Acquisition Integration, Financial Modeling, Business Strategy, Portfolio Management, Private Equity, Marketing Strategy, SaaS, Financial Services, Analytics, Due Diligence, Cross-functional Team..., Investment Banking, Change Management, E-commerce, Market Analysis, Strategic Consulting, Risk Management, Finance, Residential Homes, Operations Management, Business Planning, Product Development, Asset Management, Marketing, Business Process..., Sales, Consulting, Acquisitions
Education
Harvard Business School 1989 — 1991
MBA, General Management
Stanford University 1983 — 1987
AB, International Relations
Waseda University 1985 — 1986
Japanese Studies
Silicon Valley Bank January 2012 - Present
Wells Fargo & Co. August 2010 - January 2012
Wachovia, A Wells Fargo Company April 2009 - August 2010
Wachovia Bank October 2003 - April 2009
Creative Financial Group August 2001 - October 2003
Education
Drexel University - LeBow College of Business 2009 — 2011
MBA
Gettysburg College 1997 — 2001
B.A., Business Management, Economics
National University of Ireland, Galway 2000 — 2000
Wells Fargo & Co. May 2006 - Present
HSBC, formerly Metris Companies July 2001 - May 2006
US Bank 1999 - 2001
Messerli & Kramer 1995 - 1999
Judge Robert F. Carolan 1993 - 1995
Skills
Financial Services, Banking, Credit, Risk Management, Bankruptcy, Fraud, Privacy Law, AML, Due Diligence, Loans, Mortgage Lending, Consumer Lending, Corporate Governance, Insurance, Financial Risk, Securities, Credit Cards, Mergers & Acquisitions, Legal Compliance, Portfolio Management, Bank Secrecy Act, OFAC
Education
Drake University Law School 1989 — 1992
JD, Law, With Honors
University of Wisconsin-Madison 1985 — 1989
Bachelor of Science (BS), Political Science; History
Wells Fargo & Co. 2012 - Present
Wells Fargo & Co. 2002 - 2012
Skills
Intellectual Property, Patent Strategy, IP Asset Development..., Cybersecurity Law and..., Privacy Law, Data Privacy, Information Security Law, Information Security..., Privacy Policies, Compliance, Risk Management, Government Relations, Crisis Communications, Litigation Management
Education
American University, Washington College of Law
JD
Tufts University
BA, cum laude, International Relations
Tufts Institute for European Studies, Talloires, France
International Law, Politics, and Economics
Fairfield University
Computer Science and Engineering
Wells Fargo & Co. 1997 - Present
Education
University of Nevada-Las Vegas
Political Science
Department of Health August 2011 - Present
NY State Funeral Directors Association February 2011 - Present
Wells Fargo & Co. 2009 - April 2011
Skills
Rational Rose, Business Analysis, Business Intelligence, Requirements Management, Visio, Change Management, RUP, MS Project, Agile, Business Process..., Testing, Process Improvement, Business Process, Documentation, Business Strategy, Customer Relations, Software Project..., SharePoint, Integration, Program Management, Strategic Planning, Access, Risk Management, Requirements Gathering, User Acceptance Testing, Business Management, Requirements Analysis, Business Requirements, Banking, JavaScript, Scrum, ClearCase, Gap Analysis, Enterprise Architecture, Trading, Quality Assurance, Functional..., Use Case Analysis, Full SDLC, Microsoft SQL Server, SDLC, Management, PMP, Systems Analysis, Agile Methodologies, Project Management
Education
Stevens Institute of Technology 2003 — 2006
M.E, Engineering
SAS August 2013 - Present
Wells Fargo & Co. August 2011 - August 2013
Wells Fargo & Co. January 2010 - November 2011
Wachovia Bank September 2006 - January 2010
Wachovia Bank June 2006 - September 2007
Wachovia Bank February 2000 - June 2005
First Union October 1998 - February 2000
Skills
Bank Secrecy Act, AML, OFAC, USA PATRIOT Act, KYC, Fraud, Banking, Financial Risk, Operational Risk, Operational Risk..., Risk Management, Due Diligence, Risk Assessment, Credit, CAMS, Investigation, Financial Transactions, Analysis
Education
State University of New York College at Oswego 1994 — 1998
Bachelor of Arts, History
Wells Fargo & Co. November 2014 - Present
Wells Fargo & Co. November 2010 - November 2014
Wells Fargo & Company December 2009 - November 2010
Wells Fargo & Company August 2004 - December 2009
Wells Fargo & Company January 2002 - August 2004
Persistence Software 2000 - 2001
Cruel World/Career Central/MBA Central April 2000 - November 2000
International Rectifier 1996 - 1999
Skills
Talent Management, Employee Relations, Performance Management, Human Resources, Applicant Tracking..., Leadership, Management, Disability Management, ADA compliance, FMLA Compliance, Risk Management, Strategic Planning, Talent Acquisition, Diversity & Inclusion, Situational Leadership, Project Management, Workshop Facilitation, Affirmative Action..., FMLA, Deferred Compensation
Education
International School of Management
Master of Business Administration (MBA), International Business
Arizona State University
Bachelor of Science (B.S.), Psychology
Wells Fargo March 2015 - Present
Wells Fargo & Co. January 2010 - February 2015
Wachovia July 2008 - December 2009
Wachovia Bank February 2007 - June 2008
Wachovia Bank August 2005 - February 2007
Concentric Consumer Marketing October 2002 - August 2005
Eric Mower and Associates (formerly PriceMcNabb) July 2000 - October 2002
Mullen Advertising (formerly Long Haymes Carr) June 1998 - July 2000
Skills
Cross Selling, Financial Services, Relationship Management, Customer Acquisition, Segmentation, Customer Analysis, Direct Marketing, Integrated Marketing, Multi-channel Marketing, Relationship Marketing, Marketing Strategy, Leadership, Marketing, CRM, Competitive Analysis, Marketing Communications, Strategy
Education
University of North Carolina at Chapel Hill 1994 — 1998
B.S., Business Administration
Munroe Associates Inc February 2011 - Present
Wells Fargo & Co. 2010 - September 2012
Genesis10 July 2008 - August 2010
Ameriprise Financial 2006 - 2007
Cummins Inc 2005 - 2007
Cummins Power Generation 2000 - 2005
Focus Engineering 1996 - 1999
Kurt Manufacturing Inc 1994 - 1997
Skills
Six Sigma, Process Improvement, Business Process..., Business Analysis, Program Management, Cross-functional Team..., Business Process, Process Modeling, PMP, Change Management, Business Process Design, Project Management, IT Strategy, Project Portfolio..., Strategic Planning, Manufacturing, Enterprise Architecture, Leadership, Resource Management, Vendor Management
Education
University of St. Thomas 1995 — 2001
Masters, Manufacturing Systems
Concordia College 1990 — 1993
BS, Business
Wells Fargo & Co. August 2006 - Present
Bank of America July 1996 - August 2006
KPMG May 1992 - July 1996
Skills
Loans, Commercial Lending, Small Business Lending, Credit, Commercial Banking, Banking, Mortgage Lending, Credit Analysis, Consumer Lending, Loan Origination, Lines Of Credit, Corporate Finance, Asset Based Lending, Treasury Management, Portfolio Management, Commercial Mortgages, Credit Risk, Cash Management, Cross Selling, Relationship Management, Financial Services, Finance, Capital Markets, Risk Management, Financial Analysis, SBA, Financial Modeling, Syndications, Trade Finance, Due Diligence, Business Valuation, Cash Flow Lending, Mergers, Commercial Real Estate, Cash Flow
Education
University of South Carolina - The Moore School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Finance & Russian
Vanderbilt University 1987 — 1991
Bachelor of Arts (B.A.), Economics & European Studies
University of Leeds 1989 — 1990
Year Abroad, Russian & Economics
Provident Bank August 2015 - Present
Wells Fargo & Co. December 2013 - August 2015
Citibank, N.A. September 2007 - December 2013
Merrill Lynch September 2001 - August 2007
PNC July 1996 - July 2001
Skills
Banking, Portfolio Management, Credit, Capital Markets, Investment Banking, Loans, Derivatives, Risk Management, Credit Risk, Commercial Banking, Credit Analysis, Financial Services
Education
Lake Forest College 1977 — 1981
B.A. Economics and Psychology
Wells Fargo & Co. May 1998 - Present
Upper Iowa University August 1996 - Present
Skills
Risk Management, Finance, Adult Education, Team Building, Strategy, Training, Teaching, Investments, Leadership Development, Insurance, Banking, Mergers & Acquisitions, Project Management, Customer Service, Corporate Finance, Human Resources, Leadership, Business Development, Management, New Business Development, Contract Negotiation, Team Leadership, Microsoft Excel, Organizational..., Budgets, Change Management, Strategic Planning, Analysis, Corporate Governance, Financial Analysis, Microsoft Office, Process Improvement, Program Management, Negotiation, Due Diligence, Executive Management, Nonprofits, Public Speaking, Business Planning, Management Consulting, Start-ups
Education
Saint Louis University School of Law 1989 — 1994
J.D., Law
Maryville University of Saint Louis 1983 — 1990
MBA, management
University of Nebraska-Lincoln 1980 — 1982
B.A., psychology and health sciences
Harlan High School 1973 — 1977
diploma
Matsco, a division of Wells Fargo Bank, N.A. 2008 - Present
Wells Fargo & Co. 2008 - Present
Wells Fargo Bank April 2007 - Present
Borrego Springs Bank 2005 - 2008
US Bank 2002 - 2005
US Bank 2002 - 2005
Bank of America 1997 - 2002
Skills
Small Business Lending, Commercial Mortgages, Loans, Commercial Lending, Lines Of Credit, Asset Based Lending, Underwriting, Banking, Credit, Commercial Banking, Credit Analysis, SBA, Loan Origination, Mortgage Banking, Mortgage Lending, Commercial Real Estate, FHA, Finance, Consumer Lending, FHA financing, Financial Structuring, Real Estate Economics, Real Estate Financing, Real Estate, Investments, Construction Loans, Portfolio Management, SBA 504, Residential Mortgages, Refinance, Cash Flow Lending, USDA, Real Estate Lending, Commercial Finance, Government Loans, Treasury Management, Mortgage Underwriting, Funding, VA loans, Asset Management, Credit Risk, Reverse Mortgages, Deposits
Education
Michigan State University 1965 — 1971
Master of Business Administration (MBA), Marketing
Portfolio Audits January 2010 - Present
Witt Law September 2008 - Present
Wells Fargo & Co. May 2003 - September 2008
Advanta Business Services May 1988 - June 1997
Skills
Securities, Financial Services, Loans, Contract Negotiation, Portfolio Management, Finance, Banking, Mergers & Acquisitions, Strategic Planning, Due Diligence, Credit, Commercial Litigation, Management, Negotiation, Asset Management, Capital Markets, Corporate Law, Small Business
Education
Cornell University
Bachelor of Arts, Philosophy
Rutgers University School of Law - Camden
Juris Doctor, J.D.
Wells Fargo & Co. July 2008 - Present
Wells Fargo & Co. August 2007 - June 2008
Skills
Financial Modeling, Due Diligence, Corporate Development, Acquisitions, M&A experience, Business Valuation, Cross-functional Team...
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
MBA
University of Wisconsin-Madison - School of Business 2003 — 2007
Bachelor of Business Administration, Finance
Citi August 2015 - Present
Citi May 2013 - August 2015
Citi August 2011 - May 2013
Wells Fargo & Co. August 2003 - October 2009
Northwestern Trust February 2000 - October 2002
Skills
Bank Secrecy Act
Education
Concordia University-Portland
B.S., Business Administration
Portland Community College
AAS, Computer Information Systems
Wells Fargo & Co June 2006 - May 2012
Wells Fargo & Co. August 2004 - June 2006
Brown Brothers Harriman & Co April 2004 - August 2004
PFPC May 2003 - April 2004
INVESCO Funds Group May 2001 - March 2003
State Street Corp February 1999 - August 2000
Education
University of New Hampshire 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
In Career Transition December 2010 - Present
Philips Healthcare 2006 - 2010
Wells Fargo & Co. 2005 - 2006
Verisign, Inc. 2000 - 2005
Skills
Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Microsoft SharePoint, Microsoft Visio, Cognos Impromptu, SQL, MySQL, Cognos PowerPlay, Microsoft Office, Pivot Tables, Data Validation, Vlookup, Charts, Problem Solving, Data Analysis, Process Improvement, Databases, MS Office Suite, Database Design, Spreadsheets
Education
Kaplan University
Certificate, Internet and Website Development
San Diego State University-California State University
MS, Astronomy
Wells Fargo & Co. March 1997 - Present
FDIC July 1991 - March 1997
Skills
Securities, Capital Markets, Corporate Governance, Commercial Real Estate, Syndications, Hospitality Finance, Seniors Housing
Education
The University of Connecticut School of Law 1985 — 1988
JD
Clark University 1981 — 1985
Bachelor's degree
Treliant Risk Advisors April 2012 - Present
Wells Fargo & Co. October 2009 - January 2012
Wells Fargo & Co. October 2003 - October 2009
KPMG LLP May 1996 - October 2003
Barefoot Marrinan & Associates March 1991 - May 1996
First Bank System, Inc. (now "US Bank") May 1972 - March 1991
Skills
Regulatory Compliance..., Fair and Responsible..., UDAAP Compliance, Regulatory Compliance..., Regulatory Due Diligence, AML, Due Diligence, Risk Management, Quality Auditing, Enterprise Risk..., Credit, Financial Services, Compliance, Financial Risk, Operational Risk, Management, Operational Risk...
Education
University of Minnesota-Twin Cities 1967 — 1970
Doctor of Law (J.D.), Law
University of Minnesota-Twin Cities 1964 — 1967
Bachelor of Arts (B.A.), German
Bank of Tokyo-Mitsubishi UFJ July 2014 - Present
Family Office & Private Management February 2014 - June 2014
Société Générale September 2013 - January 2014
Societe Generale June 2012 - August 2013
CME Group March 2013 - March 2013
Merrill Lynch January 2012 - May 2012
Wells Fargo & Co. May 2011 - January 2012
U.S. House of Representatives January 2011 - April 2011
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis, Private Equity, Corporate Finance, Derivatives, Emerging Markets, Bloomberg, Microsoft Excel, Due Diligence, Equity Research, Analysis, Trading, Credit, Finance, Capital Markets, Mergers, Project Finance, Structured Finance, Commodity Markets, Credit Analysis, Energy, Mergers & Acquisitions
Education
University of Houston, C.T. Bauer College of Business 2009 — 2012
BBA Finance, BBA Accounting, Global Energy Management Program
CFA Institute
Passed Level 1 Exam
Rice University
Arabic
Group 1 Automotive 2015 - Present
Zions Bancorporation 2001 - 2015
BankServ 2000 - 2001
BankAmerica Corporation 1990 - 1999
Independent consultant 1989 - 1990
Wells Fargo & Co. 1984 - 1989
United States Government--Office of the Comptroller of the Currency 1982 - 1984
United States Department of the Treasury 1981 - 1982
Edgar, Dunn & Company 1978 - 1981
Touche Ross & Co. (now Deloitte & Touche) 1976 - 1978
Skills
Banking, Corporate Finance, Credit, Business Strategy, Due Diligence, Financial Analysis, Risk Management, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 1974 — 1976
Master of Business Administration (M.B.A.), Finance, strategy, Top 10% of class
University of Minnesota 1973 — 1974
Graduate study in economics, Economics, 3.9
Rice University 1966 — 1970
Bachelor's Degree, Economics and mathematics
Wells Fargo & Co. December 2001 - Present
Wells Fargo & Co. August 1992 - Present
Education
Portland Community College
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo & Co. September 2012 - Present
Wells Fargo & Co., Community Banking December 2011 - September 2012
Oregon Armored Service June 2006 - December 2011
Clackamas County Sheriff's Office, Parole & Probation September 2008 - February 2010
United States Postal Service December 2003 - December 2006
Portland Public Schools, Title I, T.A.G., Budget June 2002 - December 2003
Skills
Physical Security, Security Operations, Risk Assessment, Operations Management, Firearms, Surveillance, Access Control, Transportation..., Risk Management, Internal Audit, Community Corrections, Locksmithing, Public Safety, Alarm Systems, Adult CPR, AED, First Aid, Internal Controls, Occupational Safety, Training, Enterprise Risk..., Relationship Management, Operational Risk, Bank Secrecy Act, Banking, Security Audits, Operational Risk..., Enforcement, Security Management, Corporate Security, Security, Business Continuity, Fraud Detection
Education
Clackamas Community College 2011 — 2013
Associate of General Studies
Clackamas Community College 2009 — 2011
Associate of Applied Science
Clackamas Community College 2010 — 2014
Associate of Applied Science
George Fox University 2011 — 2015
Bachelor of Arts (B.A.)
Portland State University 2012 — 2016
Bachelor of Science (B.S.)
Wells Fargo & Co. April 2000 - Present
Skills
Citrix XenApp, Powershell, Microsoft SQL Server, IIS, Microsoft Certified..., A++, VMware ESX, Citrix XenDesktop, VMware vSphere
Education
Brown College 1996 — 1998
Computer and Information Sciences and Support Services
Bay Area Addiction Research & Treatment (BAART) Programs, July 2014 - Present
Bay Area Addiction Research & Treatment (BAART) Programs, March 2010 - Present
Wells Fargo & Co. September 2005 - August 2008
Chili Up September 2000 - August 2005
Skills
MS Office (Word, Excel,...
Education
San Francisco State University
Bachelor of Science (BS)), Accounting and Finance
San Francisco State University
Bachelor's Degree, Business Administration in Accounting & Finance