Wells Fargo & Company
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
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Wells Fargo & Company Employees
Employee
Years
Job
Industry
Cedric L. Rice, MBA Cedric L. Rice, MBA's Wells Fargo & Company Experience December 2008 - January 2012
Job Energy & Finance Professional
Industry Oil & Energy
Experience
GDF SUEZ March 2013 - Present
GDF SUEZ February 2012 - March 2013
Wells Fargo & Company December 2008 - January 2012
Skills
Leadership, Analysis, Portfolio Management, CRM, Risk Management, Management, Sales, Finance, Data Analysis, Microsoft Excel, PowerPoint, Business Development, Microsoft Word, Training, Strategy, Recruiting, Banking, Outlook, Marketing, Budgets, Teamwork, Process Improvement, Human Resources, Team Leadership, Business Analysis, Access, Oracle CRM, Accurate Data Entry, 10 Key, Windows Vista, Excel Pivot, Vlookup, Publisher 2007, Forecasting, PeopleSoft, Financial Modeling, Credit, Financial Analysis, Business Process..., Energy, Corporate Finance, Auditing, Accounting, Strategic Financial..., Business Planning, SAP, Energy Markets
Education
University of Phoenix 2006 — 2008
Master of Business Administration (M.B.A.), Finance & Management, 3.64
University of Houston-Downtown 1997 — 2003
Bachelor's Degree, Interdisciplinary Studies, 3.0
GDF SUEZ March 2013 - Present
GDF SUEZ February 2012 - March 2013
Wells Fargo & Company December 2008 - January 2012
Skills
Leadership, Analysis, Portfolio Management, CRM, Risk Management, Management, Sales, Finance, Data Analysis, Microsoft Excel, PowerPoint, Business Development, Microsoft Word, Training, Strategy, Recruiting, Banking, Outlook, Marketing, Budgets, Teamwork, Process Improvement, Human Resources, Team Leadership, Business Analysis, Access, Oracle CRM, Accurate Data Entry, 10 Key, Windows Vista, Excel Pivot, Vlookup, Publisher 2007, Forecasting, PeopleSoft, Financial Modeling, Credit, Financial Analysis, Business Process..., Energy, Corporate Finance, Auditing, Accounting, Strategic Financial..., Business Planning, SAP, Energy Markets
Education
University of Phoenix 2006 — 2008
Master of Business Administration (M.B.A.), Finance & Management, 3.64
University of Houston-Downtown 1997 — 2003
Bachelor's Degree, Interdisciplinary Studies, 3.0
April Hines, CPA/ABV, CGMA, CFE April Hines, CPA/ABV, CGMA, CFE's Wells Fargo & Company Experience 2001 - 2002
Job Hines Consulting
Industry Financial Services
Experience
Hines Consulting December 2014 - Present
USTA 2001 - Present
First Community Bank January 2013 - November 2014
Hines Consulting January 2004 - December 2012
Wells Fargo 2002 - 2004
Wells Fargo & Company 2001 - 2002
Independent Management Consulting Professional 1999 - 2001
Wells Fargo 1997 - 1999
Deloitte & Touche Re:Sources Connection Group 1994 - 1997
Deloitte & Touche 1991 - 1994
Skills
Certified Fraud Examiner, Accounting, Auditing, Business Valuation, CPA, Finance, Due Diligence, Financial Accounting, Financial Analysis, GAAP, Internal Audit, Internal Controls, Small Business, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 1989 — 1991
BS, Accounting and Finance
Hines Consulting December 2014 - Present
USTA 2001 - Present
First Community Bank January 2013 - November 2014
Hines Consulting January 2004 - December 2012
Wells Fargo 2002 - 2004
Wells Fargo & Company 2001 - 2002
Independent Management Consulting Professional 1999 - 2001
Wells Fargo 1997 - 1999
Deloitte & Touche Re:Sources Connection Group 1994 - 1997
Deloitte & Touche 1991 - 1994
Skills
Certified Fraud Examiner, Accounting, Auditing, Business Valuation, CPA, Finance, Due Diligence, Financial Accounting, Financial Analysis, GAAP, Internal Audit, Internal Controls, Small Business, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 1989 — 1991
BS, Accounting and Finance
Rick Bechtel's Wells Fargo & Company Experience 2000 - 2008
Job Managing Director Head of National Mortgage Banking at The PrivateBank & Trust Co.
Industry Banking
Experience
The PrivateBank & Trust Co. 2009 - Present
PinnacleCare International 2008 - 2009
Wells Fargo & Company 2000 - 2008
JPMorgan Chase & Company 1991 - 2000
Northern Trust Corporation 1989 - 1990
Skills
Strategic Planning, Credit Risk, Strategy, Sales Management, Management, Leadership, Start-ups, Mortgage Lending, Sales, Customer Retention, Entrepreneurship, Business Development, Project Management, Corporate Finance, Real Estate, Product Marketing, Team Building, Loan Origination, Loans, Finance, Underwriting, Financial Structuring, Business Strategy, Banking, Risk Management, Relationship Management, Commercial Banking, Due Diligence, Capital Markets, Mergers & Acquisitions, Negotiation, Credit Analysis, Executive Management, New Business Development, Customer Satisfaction, Financial Modeling, Financial Services, Strategic Financial..., Segmentation, Financial Analysis, Credit
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing
University of Wisconsin-Madison - School of Business
BBA, Finance/Investments/Banking, Marketing
The PrivateBank & Trust Co. 2009 - Present
PinnacleCare International 2008 - 2009
Wells Fargo & Company 2000 - 2008
JPMorgan Chase & Company 1991 - 2000
Northern Trust Corporation 1989 - 1990
Skills
Strategic Planning, Credit Risk, Strategy, Sales Management, Management, Leadership, Start-ups, Mortgage Lending, Sales, Customer Retention, Entrepreneurship, Business Development, Project Management, Corporate Finance, Real Estate, Product Marketing, Team Building, Loan Origination, Loans, Finance, Underwriting, Financial Structuring, Business Strategy, Banking, Risk Management, Relationship Management, Commercial Banking, Due Diligence, Capital Markets, Mergers & Acquisitions, Negotiation, Credit Analysis, Executive Management, New Business Development, Customer Satisfaction, Financial Modeling, Financial Services, Strategic Financial..., Segmentation, Financial Analysis, Credit
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing
University of Wisconsin-Madison - School of Business
BBA, Finance/Investments/Banking, Marketing
Robert Hodson, CPA Robert Hodson, CPA's Wells Fargo & Company Experience March 2011 - July 2011
Job Tax Associate
Industry Accounting
Experience
Berkowitz Pollack Brant January 2015 - Present
Orth, Chakler, Murnane & Company, CPAs November 2013 - January 2015
Centerplate Inc. at Sun Life Stadium August 2013 - December 2013
Adrienne Arsht Center for the Performing Arts August 2013 - December 2013
BARWEST September 2011 - May 2012
Wells Fargo & Company March 2011 - July 2011
OTG Management February 2009 - December 2010
Northern California Officials Association July 2003 - June 2006
Skills
Microsoft Excel, Accounting, Microsoft Office, Sales, Auditing, Microsoft Word, Financial Analysis, Finance, PowerPoint, Public Speaking, Process Improvement, Time Management, Human Resources, Market Research, Data Analysis, Social Media Marketing, Planning Budgeting &..., Presentations, Photoshop, Strategy, Coaching, Customer Satisfaction, CRM, Microsoft Exchange, Financial Reporting, GAAP, IFRS, GASB, Team Management
Education
University of Miami 2012 — 2013
Master of Arts (MA), Accounting
University of Arizona 2006 — 2010
Bachelor of Arts, Psychology
Berkowitz Pollack Brant January 2015 - Present
Orth, Chakler, Murnane & Company, CPAs November 2013 - January 2015
Centerplate Inc. at Sun Life Stadium August 2013 - December 2013
Adrienne Arsht Center for the Performing Arts August 2013 - December 2013
BARWEST September 2011 - May 2012
Wells Fargo & Company March 2011 - July 2011
OTG Management February 2009 - December 2010
Northern California Officials Association July 2003 - June 2006
Skills
Microsoft Excel, Accounting, Microsoft Office, Sales, Auditing, Microsoft Word, Financial Analysis, Finance, PowerPoint, Public Speaking, Process Improvement, Time Management, Human Resources, Market Research, Data Analysis, Social Media Marketing, Planning Budgeting &..., Presentations, Photoshop, Strategy, Coaching, Customer Satisfaction, CRM, Microsoft Exchange, Financial Reporting, GAAP, IFRS, GASB, Team Management
Education
University of Miami 2012 — 2013
Master of Arts (MA), Accounting
University of Arizona 2006 — 2010
Bachelor of Arts, Psychology
Noe Mata-Magana's Wells Fargo & Company Experience June 2012 - August 2012
Job Recent Graduate of Sonoma State University
Industry
Experience
Hobee's California Restaurants August 2006 - Present
Universal Mccann Digital June 2014 - August 2014
Sonoma State University August 2011 - May 2013
Wells Fargo & Company June 2012 - August 2012
Skills
Management, Marketing, Advertising, Communication, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Social Networking
Education
Sonoma State University 2010 — 2015
BS, Business Administration; Management
Hobee's California Restaurants August 2006 - Present
Universal Mccann Digital June 2014 - August 2014
Sonoma State University August 2011 - May 2013
Wells Fargo & Company June 2012 - August 2012
Skills
Management, Marketing, Advertising, Communication, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Social Networking
Education
Sonoma State University 2010 — 2015
BS, Business Administration; Management
Kyle A. Steinbuch's Wells Fargo & Company Experience October 2005 - October 2010
Job
Industry Banking
Experience
Wells Fargo September 2014 - Present
Wells Fargo March 2013 - September 2014
Morgan Stanley Private Bank October 2010 - March 2013
Wells Fargo & Company October 2005 - October 2010
Wells Fargo & Company June 2004 - October 2005
Skills
Credit Analysis, Financial Analysis, Corporate Finance, Treasury Management, Underwriting, Wealth Management, Negotiation, Business Development, Financial Risk, Commercial Banking, Commercial Lending, Series 7, Series 63, Securities Lending, Real Estate Financing, Commercial Real Estate
Education
Regis University 2010 — 2011
MBA, Accounting
University of Nevada-Las Vegas 1998 — 2002
Bachelors, Finance
Credit Management Training Program - Wells Fargo Wholesale Banking
Credit Risk Assessment and Underwriting Commercial Credit
Financial Analyst Program - Wells Fargo Wholesale Banking
Wells Fargo September 2014 - Present
Wells Fargo March 2013 - September 2014
Morgan Stanley Private Bank October 2010 - March 2013
Wells Fargo & Company October 2005 - October 2010
Wells Fargo & Company June 2004 - October 2005
Skills
Credit Analysis, Financial Analysis, Corporate Finance, Treasury Management, Underwriting, Wealth Management, Negotiation, Business Development, Financial Risk, Commercial Banking, Commercial Lending, Series 7, Series 63, Securities Lending, Real Estate Financing, Commercial Real Estate
Education
Regis University 2010 — 2011
MBA, Accounting
University of Nevada-Las Vegas 1998 — 2002
Bachelors, Finance
Credit Management Training Program - Wells Fargo Wholesale Banking
Credit Risk Assessment and Underwriting Commercial Credit
Financial Analyst Program - Wells Fargo Wholesale Banking
Bill Burke Bill Burke's Wells Fargo & Company Experience January 2005 - July 2012
Job Vice President Relationship Management at Comerica Bank
Industry Banking
Experience
Comerica Bank August 2013 - Present
Citi July 2012 - August 2013
WELLS FARGO & COMPANY January 2005 - July 2012
Wells Fargo July 2004 - February 2005
Wells Fargo January 2002 - July 2004
Well Fargo Funds Management January 2000 - January 2002
ATEL Secutities Corporation August 1998 - October 2000
Skills
Equities
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Finance
University of California, Santa Barbara 1994 — 1998
BA, Political Science
Monte Vista High School
Comerica Bank August 2013 - Present
Citi July 2012 - August 2013
WELLS FARGO & COMPANY January 2005 - July 2012
Wells Fargo July 2004 - February 2005
Wells Fargo January 2002 - July 2004
Well Fargo Funds Management January 2000 - January 2002
ATEL Secutities Corporation August 1998 - October 2000
Skills
Equities
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Finance
University of California, Santa Barbara 1994 — 1998
BA, Political Science
Monte Vista High School
Steve Ballew's Wells Fargo & Company Experience June 2012 - September 2012
Job Copy Editing / Proofreading Professional
Industry Consumer Services
Experience
Self Employed February 1988 - Present
Wells Fargo & Company June 2012 - September 2012
Marriott International May 2010 - June 2012
Ace Hardware February 2006 - December 2009
Skills
Copy Editing, Proofreading, InDesign, QuarkXPress, Internet Research, Job Scheduling, Business Correspondence, Outstanding..., Microsoft Office, PeopleSoft, Accurate Data Entry, Inventory Control, Databases, Order Processing, Account Management, Cash Receipts, Answering Telephones, Call Center, Customer Service, Stocking, Retail Sales, Staff Supervision, Conflict Management, Fine Art, Pen and Ink Illustration, Portraiture, Cartooning, Serigraphy, Intaglio, Engraving, Instructional Manuals, Clerical Skills, Carpentry, Custom Furniture, Problem Solving, Document Management, Filing, Forms Processing, Telephone Skills, Call Centers, Portrait Photography, Online Research, Training, Inventory, Editorial, Adobe Acrobat, Desktop Publishing, Mac, Publications, Content Development
Education
University of Kansas 1978 — 1982
Bachelor of Fine Arts (BFA), Printmaking
Self Employed February 1988 - Present
Wells Fargo & Company June 2012 - September 2012
Marriott International May 2010 - June 2012
Ace Hardware February 2006 - December 2009
Skills
Copy Editing, Proofreading, InDesign, QuarkXPress, Internet Research, Job Scheduling, Business Correspondence, Outstanding..., Microsoft Office, PeopleSoft, Accurate Data Entry, Inventory Control, Databases, Order Processing, Account Management, Cash Receipts, Answering Telephones, Call Center, Customer Service, Stocking, Retail Sales, Staff Supervision, Conflict Management, Fine Art, Pen and Ink Illustration, Portraiture, Cartooning, Serigraphy, Intaglio, Engraving, Instructional Manuals, Clerical Skills, Carpentry, Custom Furniture, Problem Solving, Document Management, Filing, Forms Processing, Telephone Skills, Call Centers, Portrait Photography, Online Research, Training, Inventory, Editorial, Adobe Acrobat, Desktop Publishing, Mac, Publications, Content Development
Education
University of Kansas 1978 — 1982
Bachelor of Fine Arts (BFA), Printmaking
Christine L. Meuers Christine L. Meuers's Wells Fargo & Company Experience January 2014 - Present
Job Head, Ethics Program Office at Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo & Company January 2014 - Present
Wells Fargo & Company Law Department June 2008 - December 2013
Education
University of Minnesota Law School
Doctor of Law (JD)
College of St. Catherine (now known as St. Catherine University)
Bachelor of Arts (B.A.)
Derham Hall High School (now known as Cretin-Derham Hall)
Wells Fargo & Company January 2014 - Present
Wells Fargo & Company Law Department June 2008 - December 2013
Education
University of Minnesota Law School
Doctor of Law (JD)
College of St. Catherine (now known as St. Catherine University)
Bachelor of Arts (B.A.)
Derham Hall High School (now known as Cretin-Derham Hall)
Jeff Becker's Wells Fargo & Company Experience 2010 - July 2011
Job Senior Mortgage Loan Officer at Sierra Pacific Mortgage Company, Inc.
Industry Real Estate
Experience
Sierra Pacific Mortgage Company, Inc. October 2014 - Present
HomeStreet Bank March 2014 - October 2014
Guaranteed Rate September 2013 - March 2014
Land Home Financial Services August 2012 - August 2013
MetLife Home Loans August 2011 - January 2012
WELLS FARGO & COMPANY 2010 - July 2011
Diversified Capital Funding October 2007 - May 2010
J Rockcliff Realtors 2009 - 2010
Mortgage Market January 1999 - September 2007
Skills
FHA, Real Estate Development, Mortgage Banking, Refinance, Mortgage Lending, First Time Home Buyers, Loan Origination, Cash Management, Residential Mortgages, REO, Government Loans, Foreclosures, VA loans, USDA, Reverse Mortgages, Referrals, FHA financing, Loans, HUD, Condos, Underwriting, Investment Properties, Funding, Financial Services, Selling, Investments, Short Sales, Sellers, Real Estate Economics, Real Estate Financing, Single Family Homes, Finance, Real Estate, Relocation, Leadership, Investors, Credit, Certified Mortgage..., Real Estate Transactions, Residential Homes, Mortgage Underwriting, Home Equity Loans, Loss Mitigation, Construction Loans, Commercial Mortgages, Mortgage Marketing, Home Equity Lines of..., Non-Conforming, Financial Structuring, Credit Analysis
Education
San Diego State University-California State University
Sierra Pacific Mortgage Company, Inc. October 2014 - Present
HomeStreet Bank March 2014 - October 2014
Guaranteed Rate September 2013 - March 2014
Land Home Financial Services August 2012 - August 2013
MetLife Home Loans August 2011 - January 2012
WELLS FARGO & COMPANY 2010 - July 2011
Diversified Capital Funding October 2007 - May 2010
J Rockcliff Realtors 2009 - 2010
Mortgage Market January 1999 - September 2007
Skills
FHA, Real Estate Development, Mortgage Banking, Refinance, Mortgage Lending, First Time Home Buyers, Loan Origination, Cash Management, Residential Mortgages, REO, Government Loans, Foreclosures, VA loans, USDA, Reverse Mortgages, Referrals, FHA financing, Loans, HUD, Condos, Underwriting, Investment Properties, Funding, Financial Services, Selling, Investments, Short Sales, Sellers, Real Estate Economics, Real Estate Financing, Single Family Homes, Finance, Real Estate, Relocation, Leadership, Investors, Credit, Certified Mortgage..., Real Estate Transactions, Residential Homes, Mortgage Underwriting, Home Equity Loans, Loss Mitigation, Construction Loans, Commercial Mortgages, Mortgage Marketing, Home Equity Lines of..., Non-Conforming, Financial Structuring, Credit Analysis
Education
San Diego State University-California State University
Gary L. Parker, Jr., CBCP Gary L. Parker, Jr., CBCP's Wells Fargo & Company Experience June 2010 - September 2014
Job Vice President/Operational Risk Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo & Company June 2010 - September 2014
Wells Fargo & Company June 2000 - June 2010
Wells Fargo and Company April 1992 - June 2000
Skills
Financial Risk, Governance, Project Planning, Risk Management, Business Continuity, Program Management, Business Continuity..., Business Analysis, Risk Assessment, Enterprise Software, IT Audit, Incident Management, Operational Risk, Process Improvement, Disaster Recovery, Management, Enterprise Risk..., Vendor Management, Project Management, Integration, Operational Risk..., IT Strategy
Education
Pierce College 1982 — 1984
Wells Fargo September 2014 - Present
Wells Fargo & Company June 2010 - September 2014
Wells Fargo & Company June 2000 - June 2010
Wells Fargo and Company April 1992 - June 2000
Skills
Financial Risk, Governance, Project Planning, Risk Management, Business Continuity, Program Management, Business Continuity..., Business Analysis, Risk Assessment, Enterprise Software, IT Audit, Incident Management, Operational Risk, Process Improvement, Disaster Recovery, Management, Enterprise Risk..., Vendor Management, Project Management, Integration, Operational Risk..., IT Strategy
Education
Pierce College 1982 — 1984
Aaron Freeman Aaron Freeman's Wells Fargo & Company Experience August 2000 - January 2004
Job VIce President, Capital Markets
Industry Capital Markets
Experience
Stearns Lending November 2013 - Present
Impac Mortgage August 2013 - November 2013
loanDepot June 2012 - August 2013
Aurora Bank May 2007 - June 2012
New Century Capital Corporation January 2004 - May 2007
Wells Fargo & Company August 2000 - January 2004
Skills
Financial Modeling, Portfolio Management, Risk Management, Loans, Mortgage Lending, Capital Markets, Credit Risk, Valuation, Loan Origination, Hedging, Analytics, Financial Services, Analysis, Business Analysis, Forecasting, Pricing, Market Risk, Bloomberg, MBS, Mortgage Servicing, Trading, Data Mining, Financial Risk, VBA, Interest Rate Risk..., Microsoft Excel, Secondary Market, Series 7, Series 63, Cash Flow, Financial Structuring, Securitization, Enterprise Risk..., Data Science, Options Strategies, Risk Analytics, SQL, ALCO, QRM, R
Education
San Francisco State University
Stearns Lending November 2013 - Present
Impac Mortgage August 2013 - November 2013
loanDepot June 2012 - August 2013
Aurora Bank May 2007 - June 2012
New Century Capital Corporation January 2004 - May 2007
Wells Fargo & Company August 2000 - January 2004
Skills
Financial Modeling, Portfolio Management, Risk Management, Loans, Mortgage Lending, Capital Markets, Credit Risk, Valuation, Loan Origination, Hedging, Analytics, Financial Services, Analysis, Business Analysis, Forecasting, Pricing, Market Risk, Bloomberg, MBS, Mortgage Servicing, Trading, Data Mining, Financial Risk, VBA, Interest Rate Risk..., Microsoft Excel, Secondary Market, Series 7, Series 63, Cash Flow, Financial Structuring, Securitization, Enterprise Risk..., Data Science, Options Strategies, Risk Analytics, SQL, ALCO, QRM, R
Education
San Francisco State University
Amy Lovell's Wells Fargo & Company Experience February 2005 - Present
Job Senior Counsel at Wells Fargo
Industry Law Practice
Experience
Wells Fargo & Company February 2005 - Present
Morrison & Foerster LLP September 1999 - February 2005
United States District Court, Northern District of California, The Honorable Charles A. Legge September 1998 - September 1999
Skills
Privacy Law, Data Privacy, Online Privacy, Privacy Issues, Privacy Regulations, Privacy Compliance, Privacy Policies, Personal Data Protection, Consumer Privacy, Privacy Protection, Data Governance, Information Security, Information Security..., Social Media, Corporate Law, Litigation, Commercial Litigation, Legal Writing, Legal Research, Contract Requirements, Legal Contract Review, Risk Management, Risk Assessment, Trials, Courts, Corporate Governance
Education
University of California, Berkeley 1996 — 1998
JD, Law
Yale University 1989 — 1993
BA, Women's Studies (concentration in History)
Wells Fargo & Company February 2005 - Present
Morrison & Foerster LLP September 1999 - February 2005
United States District Court, Northern District of California, The Honorable Charles A. Legge September 1998 - September 1999
Skills
Privacy Law, Data Privacy, Online Privacy, Privacy Issues, Privacy Regulations, Privacy Compliance, Privacy Policies, Personal Data Protection, Consumer Privacy, Privacy Protection, Data Governance, Information Security, Information Security..., Social Media, Corporate Law, Litigation, Commercial Litigation, Legal Writing, Legal Research, Contract Requirements, Legal Contract Review, Risk Management, Risk Assessment, Trials, Courts, Corporate Governance
Education
University of California, Berkeley 1996 — 1998
JD, Law
Yale University 1989 — 1993
BA, Women's Studies (concentration in History)
James Worms James Worms's Wells Fargo & Company Experience 2007 - 2009
Job Property Management Leasing Consultant at Bigos Management, Inc.
Industry Staffing and Recruiting
Experience
Bigos Management, Inc. April 2014 - Present
Edina Realty 2012 - August 2014
MPS Technical 2013 - April 2014
Cool Air Mechanical Inc April 2009 - December 2012
Wells Fargo & Company 2007 - 2009
Skills
Property Management, Marketing, Customer Service, Management, Time Management, Interviews, Rental Management, Team Building, Residential Communities, Employee Relations, Sourcing, Building Relationships, Recruiting, Human Resources, Hiring, Applicant Tracking..., Technical Recruiting, Temporary Placement, Talent Acquisition, Contract Recruitment, Onboarding, Employee Benefits, Internet Recruiting, Cold Calling, Employee Training, Temporary Staffing, College Recruiting, HR Consulting, Staffing Services, Executive Search
Education
Saint Cloud State University - G.R. Herberger College of Business 2004 — 2007
Bachelor of Arts (B.A.), Psychology and Marketing
University of Minnesota-Duluth 2003 — 2004
Hill-Murray High School
Bigos Management, Inc. April 2014 - Present
Edina Realty 2012 - August 2014
MPS Technical 2013 - April 2014
Cool Air Mechanical Inc April 2009 - December 2012
Wells Fargo & Company 2007 - 2009
Skills
Property Management, Marketing, Customer Service, Management, Time Management, Interviews, Rental Management, Team Building, Residential Communities, Employee Relations, Sourcing, Building Relationships, Recruiting, Human Resources, Hiring, Applicant Tracking..., Technical Recruiting, Temporary Placement, Talent Acquisition, Contract Recruitment, Onboarding, Employee Benefits, Internet Recruiting, Cold Calling, Employee Training, Temporary Staffing, College Recruiting, HR Consulting, Staffing Services, Executive Search
Education
Saint Cloud State University - G.R. Herberger College of Business 2004 — 2007
Bachelor of Arts (B.A.), Psychology and Marketing
University of Minnesota-Duluth 2003 — 2004
Hill-Murray High School
Melisa Schilling Melisa Schilling's Wells Fargo & Company Experience December 2000 - Present
Job VP, Digital Marketing Manager, Wealth, Brokerage & Retirement Brand Social Media at Wells Fargo
Industry Financial Services
Experience
Wells Fargo & Company December 2000 - Present
Wells Fargo December 2000 - Present
Wells Fargo December 2007 - December 2009
Wells Fargo January 2007 - December 2007
Wells Fargo January 2002 - January 2007
Wells Fargo July 2000 - January 2002
Coinmach Corporation October 1996 - July 2000
Skills
Integrated Marketing, Financial Services, Marketing, Retirement
Education
Queens University of Charlotte 1999 — 2001
Queens College
Bachelor of Arts Degree, Organizational Communications and Marketing
Wells Fargo & Company December 2000 - Present
Wells Fargo December 2000 - Present
Wells Fargo December 2007 - December 2009
Wells Fargo January 2007 - December 2007
Wells Fargo January 2002 - January 2007
Wells Fargo July 2000 - January 2002
Coinmach Corporation October 1996 - July 2000
Skills
Integrated Marketing, Financial Services, Marketing, Retirement
Education
Queens University of Charlotte 1999 — 2001
Queens College
Bachelor of Arts Degree, Organizational Communications and Marketing
Ed Patterson Ed Patterson's Wells Fargo & Company Experience January 2004 - October 2011
Job Area Director at Citi
Industry Financial Services
Experience
Citi Bank September 2011 - Present
Wells Fargo & Company January 2004 - October 2011
US Bank January 2005 - January 2006
Skills
Banking, Loans, Credit, Consumer Lending, Mortgage Lending, Commercial Lending, Small Business Lending, Underwriting, Commercial Banking, Financial Services, Retail Banking, Credit Analysis, Relationship Management, Risk Management, Portfolio Management, Sales, Mergers & Acquisitions, Cross Selling, Leadership Development, Management, Multi-unit, Regional Development, Regional Planning, Series 7
Education
Furman University 2012 — 2014
Graduate School of Retail Banking Mgt, Banking and Financial Support Services
North Carolina Central University 2000 — 2004
Bachelor of Science, Business Administration- 2004
Citi Bank September 2011 - Present
Wells Fargo & Company January 2004 - October 2011
US Bank January 2005 - January 2006
Skills
Banking, Loans, Credit, Consumer Lending, Mortgage Lending, Commercial Lending, Small Business Lending, Underwriting, Commercial Banking, Financial Services, Retail Banking, Credit Analysis, Relationship Management, Risk Management, Portfolio Management, Sales, Mergers & Acquisitions, Cross Selling, Leadership Development, Management, Multi-unit, Regional Development, Regional Planning, Series 7
Education
Furman University 2012 — 2014
Graduate School of Retail Banking Mgt, Banking and Financial Support Services
North Carolina Central University 2000 — 2004
Bachelor of Science, Business Administration- 2004
Derek Tandrow Derek Tandrow's Wells Fargo & Company Experience January 2011 - September 2011
Job Lead Project Manager at Blue Shield of California
Industry Information Technology and Services
Experience
Blue Shield of California 2012 - Present
Blackhawk Network - Contract October 2011 - July 2012
Wells Fargo & Company January 2011 - September 2011
Wells Fargo & Company February 2010 - December 2010
Wells Fargo & CompanyInternet Services Development November 2007 - November 2009
Wells Fargo & Company March 2005 - November 2007
Wells Fargo & Company June 2004 - June 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Budgets, C, Public Speaking, Editing, Strategic Planning, Java, Negotiation
Education
University of Arizona 1999 — 2003
Bachelor of Science (BS), University of Arizona
University of Pittsburgh 2001 — 2001
Other - Semester at Sea Program, N/A
Blue Shield of California 2012 - Present
Blackhawk Network - Contract October 2011 - July 2012
Wells Fargo & Company January 2011 - September 2011
Wells Fargo & Company February 2010 - December 2010
Wells Fargo & CompanyInternet Services Development November 2007 - November 2009
Wells Fargo & Company March 2005 - November 2007
Wells Fargo & Company June 2004 - June 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Budgets, C, Public Speaking, Editing, Strategic Planning, Java, Negotiation
Education
University of Arizona 1999 — 2003
Bachelor of Science (BS), University of Arizona
University of Pittsburgh 2001 — 2001
Other - Semester at Sea Program, N/A
Jenny Lo, PMP Jenny Lo, PMP's Wells Fargo & Company Experience October 2009 - July 2011
Job Sr. Technical Program Manager at LinkedIn
Industry Information Technology and Services
Experience
LinkedIn January 2014 - Present
Apigee May 2013 - December 2013
Salesforce.com July 2011 - April 2013
Wells Fargo & Company October 2009 - July 2011
Barclays Global Investors November 2007 - October 2009
Wells Fargo & Company May 2001 - November 2007
Wells Fargo May 2000 - May 2001
Skills
SDLC, Agile Methodologies, Software Project..., Cross-functional Team..., Agile Project Management, PMO, Business Analysis, Vendor Management, Project Portfolio..., Program Management, PMP, Change Management, IT Management, Management, Enterprise Software, Project Management, Process Improvement, Leadership, Business Process
Education
San Francisco State University, College of Business 1995 — 2000
Bachelor's Degree, Business Computer Information Systems
LinkedIn January 2014 - Present
Apigee May 2013 - December 2013
Salesforce.com July 2011 - April 2013
Wells Fargo & Company October 2009 - July 2011
Barclays Global Investors November 2007 - October 2009
Wells Fargo & Company May 2001 - November 2007
Wells Fargo May 2000 - May 2001
Skills
SDLC, Agile Methodologies, Software Project..., Cross-functional Team..., Agile Project Management, PMO, Business Analysis, Vendor Management, Project Portfolio..., Program Management, PMP, Change Management, IT Management, Management, Enterprise Software, Project Management, Process Improvement, Leadership, Business Process
Education
San Francisco State University, College of Business 1995 — 2000
Bachelor's Degree, Business Computer Information Systems
Amanda Vickstrom's Wells Fargo & Company Experience September 1997 - May 2003
Job Executive Director at Minnesota Elder Justice Center
Industry Nonprofit Organization Management
Experience
Minnesota Elder Justice Center October 2014 - Present
Anoka County Attorney's Office January 2013 - September 2014
Alexandra House, Inc. July 2008 - February 2013
The Tinklenberg Group October 2006 - April 2008
Alexandra House, Inc. May 2003 - October 2006
Wells Fargo & Company September 1997 - May 2003
Skills
Community Outreach, Program Development, Fundraising, Nonprofits, Non-profits, Volunteer Management, Leadership, Event Planning, Grant Writing, Staff Development, Grants, Event Management, Social Media, Public Policy, Public Relations, Media Relations
Education
University of Minnesota - Humphrey School of Public Affairs 2000 — 2003
Master of Public Policy, Nonprofit and Public Administration
University of Minnesota-Morris 1993 — 1997
B.A., Political Science, Speech Communication
Minnesota Elder Justice Center October 2014 - Present
Anoka County Attorney's Office January 2013 - September 2014
Alexandra House, Inc. July 2008 - February 2013
The Tinklenberg Group October 2006 - April 2008
Alexandra House, Inc. May 2003 - October 2006
Wells Fargo & Company September 1997 - May 2003
Skills
Community Outreach, Program Development, Fundraising, Nonprofits, Non-profits, Volunteer Management, Leadership, Event Planning, Grant Writing, Staff Development, Grants, Event Management, Social Media, Public Policy, Public Relations, Media Relations
Education
University of Minnesota - Humphrey School of Public Affairs 2000 — 2003
Master of Public Policy, Nonprofit and Public Administration
University of Minnesota-Morris 1993 — 1997
B.A., Political Science, Speech Communication
Donald Sutherland Donald Sutherland's Wells Fargo & Company Experience March 2004 - Present
Job Senior Counsel at Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo & Company March 2004 - Present
LeClair Ryan May 2000 - March 2004
Salem Communications 1999 - 1999
United States Army January 1992 - January 1997
Skills
Securities, Investments, Banking, Mutual Funds, Mortgage, Margin, Consumer Lending, Loan Origination, Investment Advisory, Credit, FINRA, Securities Regulation, Wealth Management, Retirement Planning, Financial Services, Loans
Education
Pepperdine University School of Law 1998 — 2002
J.D., JD/MBA
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, JD/MBA, concentration in Finance
University of Virginia 1988 — 1990
MA, History
Virginia Commonwealth University 1984 — 1988
BA, History
Wells Fargo & Company March 2004 - Present
LeClair Ryan May 2000 - March 2004
Salem Communications 1999 - 1999
United States Army January 1992 - January 1997
Skills
Securities, Investments, Banking, Mutual Funds, Mortgage, Margin, Consumer Lending, Loan Origination, Investment Advisory, Credit, FINRA, Securities Regulation, Wealth Management, Retirement Planning, Financial Services, Loans
Education
Pepperdine University School of Law 1998 — 2002
J.D., JD/MBA
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, JD/MBA, concentration in Finance
University of Virginia 1988 — 1990
MA, History
Virginia Commonwealth University 1984 — 1988
BA, History
Katherine Weislogel Katherine Weislogel's Wells Fargo & Company Experience May 2014 - Present
Job Senior Vice President and Senior Treasury Management Sales Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo & Company May 2014 - Present
Fifth Third Bank December 2009 - April 2014
Fifth Third Bank July 1993 - December 2009
Skills
Healthcare, Manufacturing, Insurance, Sales Management, Interpersonal..., Engineering, Co-ops, Relationship Management, Commercial Banking, Treasury Management, Merchant Services, Thought Leadership, High Organizational..., Process Management, Sales Management..., Building High..., Strategy Execution, Consultative sales..., Management, Leadership, Retail Banking, Sales, Strategic Planning, Training, Mortgage Lending, Strategic Partnerships, Investments, Financial Analysis
Education
Miami University 1989 — 1993
Bachelor of Arts, Public Relations
St Ursula Academy High School 1983 — 1989
Wells Fargo & Company May 2014 - Present
Fifth Third Bank December 2009 - April 2014
Fifth Third Bank July 1993 - December 2009
Skills
Healthcare, Manufacturing, Insurance, Sales Management, Interpersonal..., Engineering, Co-ops, Relationship Management, Commercial Banking, Treasury Management, Merchant Services, Thought Leadership, High Organizational..., Process Management, Sales Management..., Building High..., Strategy Execution, Consultative sales..., Management, Leadership, Retail Banking, Sales, Strategic Planning, Training, Mortgage Lending, Strategic Partnerships, Investments, Financial Analysis
Education
Miami University 1989 — 1993
Bachelor of Arts, Public Relations
St Ursula Academy High School 1983 — 1989
Gordon Glaza Gordon Glaza's Wells Fargo & Company Experience March 2001 - Present
Job Vice President Compliance / Risk Management Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo & Company March 2001 - Present
American Bankers Association February 1990 - March 2001
Skills
Securities, Banking, Risk Management
Education
The George Washington University
Juris Doctor, Law School
University of Michigan
B.A. High Distinction
University of Michigan
[ ]
Wells Fargo & Company March 2001 - Present
American Bankers Association February 1990 - March 2001
Skills
Securities, Banking, Risk Management
Education
The George Washington University
Juris Doctor, Law School
University of Michigan
B.A. High Distinction
University of Michigan
[ ]
Ann Hering Ann Hering's Wells Fargo & Company Experience May 2013 - Present
Job Collector 1 at Wells Fargo & Company Currently on Medical leave due to disability.
Industry Accounting
Experience
Wells Fargo & Company May 2013 - Present
State of Oregon- DHS – Self Sufficiency December 2011 - July 2012
State of Oregon- DEQ - Land Quality Division April 2011 - December 2011
State of Oregon- Public Health Division, Office of Financial Services February 2011 - April 2011
Community Action Organization April 2009 - February 2010
Community Action Organization August 2002 - March 2009
Precision Body & Paint March 2000 - June 2001
Dept. of Housing Services (Housing Authority of Washington County) January 1978 - March 2000
Skills
Accounts Payable, Accounting, Payroll, Customer Service, Process Improvement, Accounts Receivable, General Ledger, Microsoft Office, Interviews, Research, Management, Microsoft Excel, Budgets, Data Entry, Employee Benefits
Education
Portland Community College 1979 — 2000
Accounting/Computer Science, 4.0
Wells Fargo & Company May 2013 - Present
State of Oregon- DHS – Self Sufficiency December 2011 - July 2012
State of Oregon- DEQ - Land Quality Division April 2011 - December 2011
State of Oregon- Public Health Division, Office of Financial Services February 2011 - April 2011
Community Action Organization April 2009 - February 2010
Community Action Organization August 2002 - March 2009
Precision Body & Paint March 2000 - June 2001
Dept. of Housing Services (Housing Authority of Washington County) January 1978 - March 2000
Skills
Accounts Payable, Accounting, Payroll, Customer Service, Process Improvement, Accounts Receivable, General Ledger, Microsoft Office, Interviews, Research, Management, Microsoft Excel, Budgets, Data Entry, Employee Benefits
Education
Portland Community College 1979 — 2000
Accounting/Computer Science, 4.0
Jonathan Weitzel Jonathan Weitzel's Wells Fargo & Company Experience September 2003 - June 2008
Job Vice President at White Oak Global Advisors, LLC
Industry Financial Services
Experience
White Oak Global Advisors, LLC May 2013 - Present
Sterling Stamos September 2010 - May 2013
The Blackstone Group June 2009 - August 2009
WELLS FARGO & COMPANY September 2003 - June 2008
WELLS FARGO & COMPANY February 2001 - March 2003
Skills
Portfolio Management, Business Valuation, Asset Allocation, Fixed Income, Valuation, Hedge Funds, Equities, Capital Structure, Financial Modeling, Alternative Investments, Due Diligence, Asset Management, Investments, Financial Analysis, Private Equity, Emerging Markets, Corporate Finance, High Yield, Credit Analysis, Bloomberg, Leveraged Finance, Industry Analysis, Bonds, Wealth Management, Equity Research, Credit Risk, Credit, Finance, Mutual Funds, Investment Management, Investment Banking, Economics, Strategy, Capital Markets
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master, Business Administration; Finance and Accounting
CALIFORNIA POLYTECHNIC STATE UNIVERSITY (CAL POLY) 1996 — 2000
Bachelor of Science, Business Administration / Finance; Literature
White Oak Global Advisors, LLC May 2013 - Present
Sterling Stamos September 2010 - May 2013
The Blackstone Group June 2009 - August 2009
WELLS FARGO & COMPANY September 2003 - June 2008
WELLS FARGO & COMPANY February 2001 - March 2003
Skills
Portfolio Management, Business Valuation, Asset Allocation, Fixed Income, Valuation, Hedge Funds, Equities, Capital Structure, Financial Modeling, Alternative Investments, Due Diligence, Asset Management, Investments, Financial Analysis, Private Equity, Emerging Markets, Corporate Finance, High Yield, Credit Analysis, Bloomberg, Leveraged Finance, Industry Analysis, Bonds, Wealth Management, Equity Research, Credit Risk, Credit, Finance, Mutual Funds, Investment Management, Investment Banking, Economics, Strategy, Capital Markets
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master, Business Administration; Finance and Accounting
CALIFORNIA POLYTECHNIC STATE UNIVERSITY (CAL POLY) 1996 — 2000
Bachelor of Science, Business Administration / Finance; Literature
Elda Macias, MBA Elda Macias, MBA's Wells Fargo & Company Experience November 2001 - June 2006
Job Vice President, Retirement & Segment Marketing at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Ameriprise Financial October 2010 - September 2012
Ameriprise Financial Services, Inc. July 2006 - October 2010
Wells Fargo & Company November 2001 - June 2006
Wells Fargo August 1999 - November 2001
University of Minnesota, Women's Athletic Department February 1999 - August 1999
University of Texas at El Paso June 1996 - February 1999
Walt Disney World June 1994 - May 1995
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Brand Development, Brand Awareness, Client Engagement, Client Acquisition, Client Segmentation, Social Media Marketing, Program Management, Program Implementation, Market Analysis, Market Research, Project Implementation, Business Strategy, Small Business, Business Planning, Budget Management, Cost Benefit Analysis, Budget Development, People Management, Customer Relations, Public Relations, Client Experience, Brand Messaging, Trade Shows, Trade Show Management, Recruitment Advertising, Recruitment/Retention, Marketing to Women, Hispanic Marketing, LGBT Marketing, Marketing, Sales, Social Media, Leadership, Customer Service, Budgets, Customer Acquisition, Business Development, Recruiting, Series 24, Segmentation, Strategy, Cross-functional Team..., Customer Experience, Financial Services, Competitive Analysis, Management, Public Speaking
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA
The University of Texas at El Paso
BA, Communications
Ameriprise Financial Services, Inc. September 2012 - Present
Ameriprise Financial October 2010 - September 2012
Ameriprise Financial Services, Inc. July 2006 - October 2010
Wells Fargo & Company November 2001 - June 2006
Wells Fargo August 1999 - November 2001
University of Minnesota, Women's Athletic Department February 1999 - August 1999
University of Texas at El Paso June 1996 - February 1999
Walt Disney World June 1994 - May 1995
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Brand Development, Brand Awareness, Client Engagement, Client Acquisition, Client Segmentation, Social Media Marketing, Program Management, Program Implementation, Market Analysis, Market Research, Project Implementation, Business Strategy, Small Business, Business Planning, Budget Management, Cost Benefit Analysis, Budget Development, People Management, Customer Relations, Public Relations, Client Experience, Brand Messaging, Trade Shows, Trade Show Management, Recruitment Advertising, Recruitment/Retention, Marketing to Women, Hispanic Marketing, LGBT Marketing, Marketing, Sales, Social Media, Leadership, Customer Service, Budgets, Customer Acquisition, Business Development, Recruiting, Series 24, Segmentation, Strategy, Cross-functional Team..., Customer Experience, Financial Services, Competitive Analysis, Management, Public Speaking
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA
The University of Texas at El Paso
BA, Communications
Craig Earich Craig Earich's Wells Fargo & Company Experience August 2007 - November 2008
Job Director of Business Development at Linvio, Inc.
Industry Information Technology and Services
Experience
Linvio, Inc. August 2015 - Present
Webpass Inc. July 2013 - August 2015
Association of Building Industry Professionals November 2008 - June 2013
Wells Fargo & Company August 2007 - November 2008
DecisionOne May 2006 - August 2007
The Buxton Company May 2005 - April 2006
Best Office Solutions April 2002 - May 2005
Digitec Business Systems April 1997 - May 2002
United Studios of Self Defense September 1992 - April 1997
Skills
Consulting, Sales, Sales Management, Salesforce.com, Marketing, Communication, Management, Change Management, Negotiation, Leadership, Building Relationships, Coaching, Training, Organization, Business Planning, Nonprofits, Public Relations, Start-ups, Strategic Planning, Public Speaking, Strategy, Healthcare, Small Business, Event Planning, CRM, Leadership Development, Business, Fundraising, Team Building, New Business Development, Business Strategy, Recruiting, Selling, Business Development, Account Management, Marketing Strategy, Sales Operations, Cross-functional Team...
Education
State University of New York College at Plattsburgh 1987 — 1992
Bachelors, Marketing, Minor Industrial/Organizational Psychology
Servant Leadership Institute 2012 — 2013
Organizational Leadership
Linvio, Inc. August 2015 - Present
Webpass Inc. July 2013 - August 2015
Association of Building Industry Professionals November 2008 - June 2013
Wells Fargo & Company August 2007 - November 2008
DecisionOne May 2006 - August 2007
The Buxton Company May 2005 - April 2006
Best Office Solutions April 2002 - May 2005
Digitec Business Systems April 1997 - May 2002
United Studios of Self Defense September 1992 - April 1997
Skills
Consulting, Sales, Sales Management, Salesforce.com, Marketing, Communication, Management, Change Management, Negotiation, Leadership, Building Relationships, Coaching, Training, Organization, Business Planning, Nonprofits, Public Relations, Start-ups, Strategic Planning, Public Speaking, Strategy, Healthcare, Small Business, Event Planning, CRM, Leadership Development, Business, Fundraising, Team Building, New Business Development, Business Strategy, Recruiting, Selling, Business Development, Account Management, Marketing Strategy, Sales Operations, Cross-functional Team...
Education
State University of New York College at Plattsburgh 1987 — 1992
Bachelors, Marketing, Minor Industrial/Organizational Psychology
Servant Leadership Institute 2012 — 2013
Organizational Leadership
Jacqueline Deguzman Jacqueline Deguzman's Wells Fargo & Company Experience February 2009 - September 2009
Job Support Representative
Industry Hospital & Health Care
Experience
Kaiser Permanente February 2015 - Present
Kaiser Permanente January 2014 - February 2015
Tout About Toys, Inc. March 2013 - January 2014
ComplianceEase Solutions Inc July 2011 - April 2012
ComplianceEase Solutions Inc July 2010 - July 2011
Wells Fargo & Company February 2009 - September 2009
Seton Medical Center June 2008 - August 2008
Charlotte Russe November 2006 - March 2007
Nordstrom June 2005 - June 2006
Skills
Business Analysis, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Outlook, Social Media, Windows, Public Speaking, Data Entry, Teamwork, Social Networking, Mortgage Banking, Microsoft Excel, Mac OS, Corporate Training, GoToMeeting, Project Coordination, Microsoft CRM, FileMaker, Research, Sales, OS X, Training, Management
Education
San Francisco State University 2006 — 2011
B.S, Business Administration and Management
Skyline College
Philip and Sala Burton High School 2002 — 2006
High School Diploma
Denman middle school
Kaiser Permanente February 2015 - Present
Kaiser Permanente January 2014 - February 2015
Tout About Toys, Inc. March 2013 - January 2014
ComplianceEase Solutions Inc July 2011 - April 2012
ComplianceEase Solutions Inc July 2010 - July 2011
Wells Fargo & Company February 2009 - September 2009
Seton Medical Center June 2008 - August 2008
Charlotte Russe November 2006 - March 2007
Nordstrom June 2005 - June 2006
Skills
Business Analysis, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Outlook, Social Media, Windows, Public Speaking, Data Entry, Teamwork, Social Networking, Mortgage Banking, Microsoft Excel, Mac OS, Corporate Training, GoToMeeting, Project Coordination, Microsoft CRM, FileMaker, Research, Sales, OS X, Training, Management
Education
San Francisco State University 2006 — 2011
B.S, Business Administration and Management
Skyline College
Philip and Sala Burton High School 2002 — 2006
High School Diploma
Denman middle school
Lisa Bernard Lisa Bernard's Wells Fargo & Company Experience 2007 - 2008
Job Account Manager at Galliard Capital Management
Industry Banking
Experience
Galliard Capital Management, a wholly-owned, independently operated subsidiary of Wells Fargo & Co. September 2014 - Present
Wells Fargo Bank March 2008 - September 2014
Wells Fargo & Company 2007 - 2008
Wells Fargo & Company 2000 - 2008
Wells Fargo & Company 1997 - 2000
Education
Metropolitan State University
B.S., Accounting
Normandale Community College
A.A.S., Accounting Technology
Slayton H.S.
St. Catherine University
Master of Arts in Organizational Leadership Graduate Certificate
Galliard Capital Management, a wholly-owned, independently operated subsidiary of Wells Fargo & Co. September 2014 - Present
Wells Fargo Bank March 2008 - September 2014
Wells Fargo & Company 2007 - 2008
Wells Fargo & Company 2000 - 2008
Wells Fargo & Company 1997 - 2000
Education
Metropolitan State University
B.S., Accounting
Normandale Community College
A.A.S., Accounting Technology
Slayton H.S.
St. Catherine University
Master of Arts in Organizational Leadership Graduate Certificate
Asaad Jawaid Asaad Jawaid's Wells Fargo & Company Experience April 2010 - September 2010
Job President at All Built Performance
Industry Financial Services
Experience
All Built Performance INC February 2013 - Present
Tempo Financial Corp. d/b/a I-Transfer March 2011 - May 2011
WELLS FARGO & COMPANY April 2010 - September 2010
EAST ELMHURST CARE CENTER January 2005 - April 2010
Vector May 2006 - March 2010
SHERATON HOTEL June 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Mac OS X, PowerPoint, Entourage, Communication, Team Leadership, Call Centers, Sales Operations, Project Management, Policy
Education
New York Institute of Technology-Old Westbury 2007 — 2011
Bachelors of Business Administration, International Business
st johns prep 2003 — 2006
High School Diploma
All Built Performance INC February 2013 - Present
Tempo Financial Corp. d/b/a I-Transfer March 2011 - May 2011
WELLS FARGO & COMPANY April 2010 - September 2010
EAST ELMHURST CARE CENTER January 2005 - April 2010
Vector May 2006 - March 2010
SHERATON HOTEL June 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Mac OS X, PowerPoint, Entourage, Communication, Team Leadership, Call Centers, Sales Operations, Project Management, Policy
Education
New York Institute of Technology-Old Westbury 2007 — 2011
Bachelors of Business Administration, International Business
st johns prep 2003 — 2006
High School Diploma
Gary Lasche's Wells Fargo & Company Experience January 2015 - Present
Job Finance Manager, Education Financial Services at Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo & Company January 2015 - Present
Wells Fargo & Company December 2011 - December 2014
Wells Fargo 2000 - 2011
Wells Fargo 1998 - 2000
Wells Fargo 1996 - 1998
Wells Fargo 1994 - 1996
Skills
Certified Public..., Strategy, Strategic Financial..., Finance, Financial Modeling, Financial Analysis, Financial Reporting, CPA, Managerial Finance, Mergers & Acquisitions, Forecasting, Team Leadership, Budgets, Analysis, Accounting, Financial Forecasting, Leadership, Mergers, Capital Budgeting, Corporate Finance, Project Planning, Management, Loans, Pricing, Financial Risk
Education
University of Kansas
B.S., Accounting and Business Administration
Wells Fargo & Company January 2015 - Present
Wells Fargo & Company December 2011 - December 2014
Wells Fargo 2000 - 2011
Wells Fargo 1998 - 2000
Wells Fargo 1996 - 1998
Wells Fargo 1994 - 1996
Skills
Certified Public..., Strategy, Strategic Financial..., Finance, Financial Modeling, Financial Analysis, Financial Reporting, CPA, Managerial Finance, Mergers & Acquisitions, Forecasting, Team Leadership, Budgets, Analysis, Accounting, Financial Forecasting, Leadership, Mergers, Capital Budgeting, Corporate Finance, Project Planning, Management, Loans, Pricing, Financial Risk
Education
University of Kansas
B.S., Accounting and Business Administration
Dave Osmonson Dave Osmonson's Wells Fargo & Company Experience July 1980 - July 2006
Job CEO, Ozworks Services Inc.
Industry Marketing and Advertising
Experience
Ozworks Services Inc. August 2006 - Present
Ozworks Services - Financial Transactions 2007 - 2008
Wells Fargo & Company July 1980 - July 2006
Skills
Entrepreneurship, Marketing, Leadership, Advertising, Strategy, Customer Service, Web Marketing, Online Marketing, Online Advertising, SEO, Social Media Marketing, Social Networking, PPC, Facebook, Microsoft Office, Email Marketing, Mobile Marketing, SEM, Lead Generation, Affiliate Marketing, Google Adwords
Education
Normandale Community College 1981 — 1982
Ozworks Services Inc. August 2006 - Present
Ozworks Services - Financial Transactions 2007 - 2008
Wells Fargo & Company July 1980 - July 2006
Skills
Entrepreneurship, Marketing, Leadership, Advertising, Strategy, Customer Service, Web Marketing, Online Marketing, Online Advertising, SEO, Social Media Marketing, Social Networking, PPC, Facebook, Microsoft Office, Email Marketing, Mobile Marketing, SEM, Lead Generation, Affiliate Marketing, Google Adwords
Education
Normandale Community College 1981 — 1982
Dee Dee Holland Dee Dee Holland's Wells Fargo & Company Experience June 2012 - Present
Job 401(k) Plan Manager at Wells Fargo
Industry Human Resources
Experience
Wells Fargo & Company June 2012 - Present
Wells Fargo & Company December 2009 - June 2012
Wachovia Corporation February 2008 - December 2009
Wachovia Insurance Services March 2006 - February 2008
Palmer & Cay August 2000 - March 2006
Skills
Human Resource..., Employee Benefits..., Due Diligence, Mergers & Acquisitions, Financial Management..., Business Process..., Vendor Management, Human Resource..., Project Management, Retirement Plan..., Leadership, Insurance, Human Resources, Change Management, ERISA, Strategy, Management, Mergers, Deferred Compensation, HR Policies, Program Management, Personnel Management, Benefits Administration, Employee Benefits, Budgets, Cross-functional Team..., COBRA, FMLA, Payroll, Executive Pay, Defined Benefit, Executive Management, Workers Compensation, 401k, HR Consulting, Risk Management, Health Insurance, Underwriting, Disability Insurance, Health Savings Accounts, Defined Contribution, Retirement Planning
Education
The University of Georgia
University of Georgia - Terry College of Business
BBA, Risk Management & Insurance
Wells Fargo & Company June 2012 - Present
Wells Fargo & Company December 2009 - June 2012
Wachovia Corporation February 2008 - December 2009
Wachovia Insurance Services March 2006 - February 2008
Palmer & Cay August 2000 - March 2006
Skills
Human Resource..., Employee Benefits..., Due Diligence, Mergers & Acquisitions, Financial Management..., Business Process..., Vendor Management, Human Resource..., Project Management, Retirement Plan..., Leadership, Insurance, Human Resources, Change Management, ERISA, Strategy, Management, Mergers, Deferred Compensation, HR Policies, Program Management, Personnel Management, Benefits Administration, Employee Benefits, Budgets, Cross-functional Team..., COBRA, FMLA, Payroll, Executive Pay, Defined Benefit, Executive Management, Workers Compensation, 401k, HR Consulting, Risk Management, Health Insurance, Underwriting, Disability Insurance, Health Savings Accounts, Defined Contribution, Retirement Planning
Education
The University of Georgia
University of Georgia - Terry College of Business
BBA, Risk Management & Insurance
Patricia Austin Patricia Austin's Wells Fargo & Company Experience July 2003 - July 2011
Job Vice President and Senior Legal Counsel at AXIS Accident & Health
Industry Financial Services
Experience
AXIS Accident & Health August 2011 - Present
Wells Fargo & Company July 2003 - July 2011
Standard Security Life Insurance Company of NY June 1999 - July 2003
Hartford Life March 1989 - June 1999
Skills
Risk Management, Program Management, Litigation, Policy, Disability Insurance, Financial Risk, Insurance, Life Insurance, Fixed Annuities, Securities, Mergers, Project Management, Health Insurance
Education
Syracuse University College of Law
J.D., Political Science
Vassar College
A.B., Political Science
AXIS Accident & Health August 2011 - Present
Wells Fargo & Company July 2003 - July 2011
Standard Security Life Insurance Company of NY June 1999 - July 2003
Hartford Life March 1989 - June 1999
Skills
Risk Management, Program Management, Litigation, Policy, Disability Insurance, Financial Risk, Insurance, Life Insurance, Fixed Annuities, Securities, Mergers, Project Management, Health Insurance
Education
Syracuse University College of Law
J.D., Political Science
Vassar College
A.B., Political Science
Justin Courtney Justin Courtney's Wells Fargo & Company Experience December 2010 - December 2011
Job Lending Manager
Industry Banking
Experience
Wells Fargo Dealer Services January 2014 - Present
Wells Fargo Dealer Services December 2011 - January 2014
Wells Fargo & Company December 2010 - December 2011
Wells Fargo December 2009 - October 2010
Skills
Marketing Strategy, Management, Sales, Editing, Analysis, Sales Management, Finance, Credit, Loans, Portfolio Management, Mortgage Lending, Interviews, Insurance, Banking, Consumer Lending, Marketing, Customer Service, Microsoft Office, Risk Management, Team Building, Financial Risk, Leadership, Financial Analysis, Time Management, Teamwork, Negotiation
Education
Mount Saint Mary's University 2005 — 2009
Bachelor of Arts, Communications
Wells Fargo Dealer Services January 2014 - Present
Wells Fargo Dealer Services December 2011 - January 2014
Wells Fargo & Company December 2010 - December 2011
Wells Fargo December 2009 - October 2010
Skills
Marketing Strategy, Management, Sales, Editing, Analysis, Sales Management, Finance, Credit, Loans, Portfolio Management, Mortgage Lending, Interviews, Insurance, Banking, Consumer Lending, Marketing, Customer Service, Microsoft Office, Risk Management, Team Building, Financial Risk, Leadership, Financial Analysis, Time Management, Teamwork, Negotiation
Education
Mount Saint Mary's University 2005 — 2009
Bachelor of Arts, Communications
Daniel Lainsbury Daniel Lainsbury's Wells Fargo & Company Experience 2006 - Present
Job Senior Counsel, AntiMoney Laundering, Sanctions & Global AntiCorruption, Wells Fargo & Co.
Industry Financial Services
Experience
Wells Fargo & Company 2006 - Present
Federal Reserve Bank of Minneapolis March 2005 - September 2006
Dorsey & Whitney LLP September 2002 - March 2005
Minneapolis Police Department June 1994 - June 2002
Skills
AML
Education
William Mitchell College of Law
J.D., Magna Cum Laude
Wells Fargo & Company 2006 - Present
Federal Reserve Bank of Minneapolis March 2005 - September 2006
Dorsey & Whitney LLP September 2002 - March 2005
Minneapolis Police Department June 1994 - June 2002
Skills
AML
Education
William Mitchell College of Law
J.D., Magna Cum Laude
Denis Pringle's Wells Fargo & Company Experience January 2009 - November 2012
Job Owner/Strategic Partner PrideStaff Staffing & Recruiting — providing client experiences based on what they value most
Industry Staffing and Recruiting
Experience
PrideStaff March 2014 - Present
Wells Fargo & Company January 2009 - November 2012
Wachovia Bank., N.A. November 2000 - December 2008
Merrill Lynch April 1992 - July 2000
Skills
Banking, Financial Services, Relationship Management, Strategic Planning, Wealth Management, Vendor Management, Product Management, Program Management, Process Improvement, Customer Experience, Cross-functional Team..., E-commerce, Technology Roadmapping, E-Marketing, Branding & Identity, Competitive Analysis, Campaign Managment, B2C, Application Development, MarCom, Marketing Communications, Social Media Marketing, Strategy, Business Strategy, Marketing, Volunteering, Enterprise Software, Segmentation, Change Management, Marketing Strategy, Team Leadership, Product Marketing, Digital Marketing, Customer Segmentation..., Speech Writing, Public Speaking, Public Relations, Roadmap, Project Planning, online strategy, Campaign Management, branding, website translation, online solutions, internet, marketing director, Roadshows, Web Content, Collateral, Communication
Education
Vanderbilt University
BA, English Literature
Queens University of Charlotte
MBA
University of Southern California
MA, Public Relations
PrideStaff March 2014 - Present
Wells Fargo & Company January 2009 - November 2012
Wachovia Bank., N.A. November 2000 - December 2008
Merrill Lynch April 1992 - July 2000
Skills
Banking, Financial Services, Relationship Management, Strategic Planning, Wealth Management, Vendor Management, Product Management, Program Management, Process Improvement, Customer Experience, Cross-functional Team..., E-commerce, Technology Roadmapping, E-Marketing, Branding & Identity, Competitive Analysis, Campaign Managment, B2C, Application Development, MarCom, Marketing Communications, Social Media Marketing, Strategy, Business Strategy, Marketing, Volunteering, Enterprise Software, Segmentation, Change Management, Marketing Strategy, Team Leadership, Product Marketing, Digital Marketing, Customer Segmentation..., Speech Writing, Public Speaking, Public Relations, Roadmap, Project Planning, online strategy, Campaign Management, branding, website translation, online solutions, internet, marketing director, Roadshows, Web Content, Collateral, Communication
Education
Vanderbilt University
BA, English Literature
Queens University of Charlotte
MBA
University of Southern California
MA, Public Relations
Roland Carretero Roland Carretero's Wells Fargo & Company Experience May 2012 - February 2013
Job Business Development Professional | Creative Marketer | Experienced Graphic Designer
Industry Marketing and Advertising
Experience
Nourish Now February 2013 - July 2013
Wells Fargo & Company May 2012 - February 2013
Marriott International April 2011 - January 2012
Againn Tavern September 2010 - February 2011
Morgan Stanley 2007 - 2009
Skills
Customer Service, Financial Analysis, Banking, Cash Management, Microsoft Excel, Credit, Finance, Customer Satisfaction, Outlook, Microsoft Office, PowerPoint, Sales, Microsoft Word, Time Management, Accounting, Retail Banking, Budgets, Access, Leadership, Forecasting, Management, Software Documentation, Marketing Strategy, Data Analysis, Databases, Social Media Marketing, Digital Marketing, Market Research, Product Marketing, Email Marketing, Marketing Management, Internal Communications, Communication, Community Engagement, Social Media, Social Networking, Social Marketing, New Media, Organizational..., Business Development, Leadership Development, Program Development, Program Coordination, Customer Engagement, Customer Retention, Customer Oriented, Graphic Design, Computer Graphics, Graphics Software, Strategic Planning
Education
University of Maryland University College 2007 — 2010
Bachelor of Arts (B.A.), Finance, General
Montgomery College 2002 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
Nourish Now February 2013 - July 2013
Wells Fargo & Company May 2012 - February 2013
Marriott International April 2011 - January 2012
Againn Tavern September 2010 - February 2011
Morgan Stanley 2007 - 2009
Skills
Customer Service, Financial Analysis, Banking, Cash Management, Microsoft Excel, Credit, Finance, Customer Satisfaction, Outlook, Microsoft Office, PowerPoint, Sales, Microsoft Word, Time Management, Accounting, Retail Banking, Budgets, Access, Leadership, Forecasting, Management, Software Documentation, Marketing Strategy, Data Analysis, Databases, Social Media Marketing, Digital Marketing, Market Research, Product Marketing, Email Marketing, Marketing Management, Internal Communications, Communication, Community Engagement, Social Media, Social Networking, Social Marketing, New Media, Organizational..., Business Development, Leadership Development, Program Development, Program Coordination, Customer Engagement, Customer Retention, Customer Oriented, Graphic Design, Computer Graphics, Graphics Software, Strategic Planning
Education
University of Maryland University College 2007 — 2010
Bachelor of Arts (B.A.), Finance, General
Montgomery College 2002 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
Abraham Karadsheh Abraham Karadsheh's Wells Fargo & Company Experience 2010 - 2011
Job Senior Account Executive
Industry Staffing and Recruiting
Experience
Bradsby Group 2014 - Present
Gold's Gym 2013 - 2013
JPMorgan Chase & Company 2012 - 2012
Wells Fargo & Company 2010 - 2011
Noble Logistics 2008 - 2008
Vector Marketing 2006 - 2008
Skills
Finance, Sales,..., Sales, Finance, International Relations, Economics, Investments, Policy, Government, Politics, Real Estate, Customer Service, Leadership, Microsoft Office, Marketing, Operations Management, Consumer Products, Financial Analysis, Business Analysis, Business Strategy, Business Development, Budgets, Management, Microsoft Excel, CRM, Strategy, Negotiation, Time Management, Microsoft Word, Logistics, Team Building, Supply Chain Management, Social Networking, PowerPoint, Social Media, Strategic Planning, Cold Calling, Sales Management, Public Speaking, Recruiting, New Business Development, Purchasing, Procurement, Supply Chain, Training
Education
The University of Texas at San Antonio
Bachelors of Arts (B.A), Political Science, 3.5/4.0
Bellaire High School 2003 — 2006
High School Diploma, General Studies
Bradsby Group 2014 - Present
Gold's Gym 2013 - 2013
JPMorgan Chase & Company 2012 - 2012
Wells Fargo & Company 2010 - 2011
Noble Logistics 2008 - 2008
Vector Marketing 2006 - 2008
Skills
Finance, Sales,..., Sales, Finance, International Relations, Economics, Investments, Policy, Government, Politics, Real Estate, Customer Service, Leadership, Microsoft Office, Marketing, Operations Management, Consumer Products, Financial Analysis, Business Analysis, Business Strategy, Business Development, Budgets, Management, Microsoft Excel, CRM, Strategy, Negotiation, Time Management, Microsoft Word, Logistics, Team Building, Supply Chain Management, Social Networking, PowerPoint, Social Media, Strategic Planning, Cold Calling, Sales Management, Public Speaking, Recruiting, New Business Development, Purchasing, Procurement, Supply Chain, Training
Education
The University of Texas at San Antonio
Bachelors of Arts (B.A), Political Science, 3.5/4.0
Bellaire High School 2003 — 2006
High School Diploma, General Studies
Carlos Jimenez Carlos Jimenez's Wells Fargo & Company Experience December 2010 - April 2012
Job Real Estate Associate at GI Partners
Industry Real Estate
Experience
GI Partners July 2014 - Present
Prudential Real Estate Investors April 2012 - June 2014
Wells Fargo & Company December 2010 - April 2012
CB Richard Ellis June 2009 - August 2009
Skills
Financial Modeling, Credit Analysis, Financial Analysis, Valuation, Asset Management, Commercial Real Estate, Underwriting, Finance, Real Estate Transactions, Real Estate License, Lease Negotiations, Portfolio Management, Argus Modeling, Investments, Due Diligence, Real Estate, Data Analysis, Corporate Finance, Real Estate Economics, Private Equity
Education
University of California, Berkeley 2006 — 2010
Bachelor of the Arts, Economics
Lowell High School 2002 — 2006
GI Partners July 2014 - Present
Prudential Real Estate Investors April 2012 - June 2014
Wells Fargo & Company December 2010 - April 2012
CB Richard Ellis June 2009 - August 2009
Skills
Financial Modeling, Credit Analysis, Financial Analysis, Valuation, Asset Management, Commercial Real Estate, Underwriting, Finance, Real Estate Transactions, Real Estate License, Lease Negotiations, Portfolio Management, Argus Modeling, Investments, Due Diligence, Real Estate, Data Analysis, Corporate Finance, Real Estate Economics, Private Equity
Education
University of California, Berkeley 2006 — 2010
Bachelor of the Arts, Economics
Lowell High School 2002 — 2006
Corey Stich Corey Stich's Wells Fargo & Company Experience April 2001 - June 2002
Job Independent Insurance Agent and Financial Planner 9524699261
Industry Insurance
Experience
Oak Tree Insurance, LLC May 2013 - Present
Diversified Wealth Management May 2013 - Present
American Family Insurance September 2011 - May 2013
US BANCORP April 2010 - May 2011
ASSOCIATED BANC-CORP March 2006 - November 2009
TC OFFROAD LLP January 2002 - December 2007
US BANCORP June 2002 - March 2006
WELLS FARGO & COMPANY April 2001 - June 2002
GILLELAND CHEVROLET September 1995 - April 2001
Skills
Wealth Management, Fixed Annuities, Property & Casualty..., Retirement Planning, Investments, Disability Insurance, Strategic Financial..., Long-term Care, Underwriting, Term Life Insurance, Whole Life, IRAs, Commercial Insurance, Banking, Wealth Management..., Financial Advisory, Universal Life, Variable Annuities, Retirement, Mutual Funds, Series 7, Series 6, Series 63, Umbrella Insurance, Commercial Lines, 401k, 401k Rollovers, Roth IRA, Liability, Renters, Long Term Care Insurance, Workers Compensation, Legal Liability, Cross Selling, Homeowners, Professional Liability, General Insurance
Education
St. Cloud State University
Oak Tree Insurance, LLC May 2013 - Present
Diversified Wealth Management May 2013 - Present
American Family Insurance September 2011 - May 2013
US BANCORP April 2010 - May 2011
ASSOCIATED BANC-CORP March 2006 - November 2009
TC OFFROAD LLP January 2002 - December 2007
US BANCORP June 2002 - March 2006
WELLS FARGO & COMPANY April 2001 - June 2002
GILLELAND CHEVROLET September 1995 - April 2001
Skills
Wealth Management, Fixed Annuities, Property & Casualty..., Retirement Planning, Investments, Disability Insurance, Strategic Financial..., Long-term Care, Underwriting, Term Life Insurance, Whole Life, IRAs, Commercial Insurance, Banking, Wealth Management..., Financial Advisory, Universal Life, Variable Annuities, Retirement, Mutual Funds, Series 7, Series 6, Series 63, Umbrella Insurance, Commercial Lines, 401k, 401k Rollovers, Roth IRA, Liability, Renters, Long Term Care Insurance, Workers Compensation, Legal Liability, Cross Selling, Homeowners, Professional Liability, General Insurance
Education
St. Cloud State University
Andrew Hoffner, CFA's Wells Fargo & Company Experience July 2009 - May 2011
Job Reverse Engineering Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo August 2013 - June 2014
Wells Fargo May 2011 - August 2013
Wells Fargo & Company July 2009 - May 2011
Wachovia Corporation July 2008 - July 2009
Wachovia Corporation January 2008 - July 2008
Skills
Microsoft Office, Bloomberg, Trading System, Calpyso, Visual Basic Application, Discounted Cash Flow..., IRISweb, Hyperion Essbase &..., Spanklin, ITIMs, Teradata SQL Assistant, Financial Accounting..., Capital Markets, DCF, Essbase, Derivatives
Education
University of Florida - Warrington College Of Business 2010 — 2011
Master, Business Administration
St. Andrews Presbyterian College 2004 — 2007
Bachelor of Arts, Business Administration Finance and Management Concentrations
Wells Fargo June 2014 - Present
Wells Fargo August 2013 - June 2014
Wells Fargo May 2011 - August 2013
Wells Fargo & Company July 2009 - May 2011
Wachovia Corporation July 2008 - July 2009
Wachovia Corporation January 2008 - July 2008
Skills
Microsoft Office, Bloomberg, Trading System, Calpyso, Visual Basic Application, Discounted Cash Flow..., IRISweb, Hyperion Essbase &..., Spanklin, ITIMs, Teradata SQL Assistant, Financial Accounting..., Capital Markets, DCF, Essbase, Derivatives
Education
University of Florida - Warrington College Of Business 2010 — 2011
Master, Business Administration
St. Andrews Presbyterian College 2004 — 2007
Bachelor of Arts, Business Administration Finance and Management Concentrations
Sherry Senesy, CPA Sherry Senesy, CPA's Wells Fargo & Company Experience September 1996 - September 2003
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company May 2010 - Present
Wireless Facilities Inc. December 2006 - December 2007
HSBC October 2003 - December 2006
Wells Fargo & Company September 1996 - September 2003
ITT Residential Capital Corporation 1993 - 1996
KPMG Peat Marwick 1989 - 1993
Skills
GAAP, Sarbanes-Oxley Act, Finance, Accounting, Financial Accounting, Sarbanes-Oxley, Managerial Finance, Financial Services, US GAAP, Insurance, Accounts Payable, Investments, CPA, Leadership, Financial Analysis, Consolidation, Financial Reporting, Internal Controls, Corporate Finance, Strategic Financial...
Education
San Diego State University-California State University 1986 — 1988
B.S. Business Administration, Accounting Major
New York Life Insurance Company May 2010 - Present
Wireless Facilities Inc. December 2006 - December 2007
HSBC October 2003 - December 2006
Wells Fargo & Company September 1996 - September 2003
ITT Residential Capital Corporation 1993 - 1996
KPMG Peat Marwick 1989 - 1993
Skills
GAAP, Sarbanes-Oxley Act, Finance, Accounting, Financial Accounting, Sarbanes-Oxley, Managerial Finance, Financial Services, US GAAP, Insurance, Accounts Payable, Investments, CPA, Leadership, Financial Analysis, Consolidation, Financial Reporting, Internal Controls, Corporate Finance, Strategic Financial...
Education
San Diego State University-California State University 1986 — 1988
B.S. Business Administration, Accounting Major
Chad Osorno Chad Osorno's Wells Fargo & Company Experience January 1995 - Present
Job Northern Nevada President
Industry Banking
Experience
Wells Fargo & Company January 1995 - Present
Education
University of Colorado Boulder
Finance
Wells Fargo & Company January 1995 - Present
Education
University of Colorado Boulder
Finance
Ray Orquiola Ray Orquiola's Wells Fargo & Company Experience July 2012 - Present
Job Senior Vice President Marketing and Communications at Wells Fargo & Company
Industry Marketing and Advertising
Experience
Wells Fargo & Company July 2012 - Present
Education
University of California, Berkeley
BA, International Development Studies
University of Michigan
MA, Public Policy/Finance
Wells Fargo & Company July 2012 - Present
Education
University of California, Berkeley
BA, International Development Studies
University of Michigan
MA, Public Policy/Finance
Virginia Arana Greene Virginia Arana Greene's Wells Fargo & Company Experience April 1999 - September 2003
Job Content Editor at Epocrates
Industry Writing and Editing
Experience
Epocrates, Inc., an athenahealth company August 2011 - Present
Virginia Greene Fine Art October 2003 - August 2011
Wells Fargo & Company April 1999 - September 2003
Wells Fargo & Company July 1987 - March 1999
Skills
Healthcare Information..., Project Management, Program Management, Mobile Communications, Leadership, Digital Photography, Editing, Publishing, Copy Editing, Risk Management, Team Building, Fine Art, Training, Banking
Education
Northwestern University 1980 — 1985
BA, History and Literature of Religions
San Francisco Art Institute 1998 — 2003
Continuing Education Studies, Studio Art
Epocrates, Inc., an athenahealth company August 2011 - Present
Virginia Greene Fine Art October 2003 - August 2011
Wells Fargo & Company April 1999 - September 2003
Wells Fargo & Company July 1987 - March 1999
Skills
Healthcare Information..., Project Management, Program Management, Mobile Communications, Leadership, Digital Photography, Editing, Publishing, Copy Editing, Risk Management, Team Building, Fine Art, Training, Banking
Education
Northwestern University 1980 — 1985
BA, History and Literature of Religions
San Francisco Art Institute 1998 — 2003
Continuing Education Studies, Studio Art
Delores Waugh's Wells Fargo & Company Experience June 1985 - February 1996
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
ProNet Reno March 2009 - October 2010
Clearstar Financial Credit Union July 2000 - August 2008
Nevada State Bank July 1996 - February 2000
Wells Fargo & Company June 1985 - February 1996
Skills
Project Management, Management, Databases, Purchasing, Networking, Telecommunications, System Administration, Business Analysis, Program Management, Negotiation, Customer Service, SQL, Budgets, Access, Financial Analysis, Process Improvement, Analysis, Troubleshooting, ITIL, Policy, Project Planning, Contract Negotiation, Software Documentation, Microsoft Office
Education
University of Nevada-Reno 1990 — 1997
BS, Computer Information Systems & Accounting
St. Louis Community College 1980 — 1985
Assoc., Accounting
ProNet Reno March 2009 - October 2010
Clearstar Financial Credit Union July 2000 - August 2008
Nevada State Bank July 1996 - February 2000
Wells Fargo & Company June 1985 - February 1996
Skills
Project Management, Management, Databases, Purchasing, Networking, Telecommunications, System Administration, Business Analysis, Program Management, Negotiation, Customer Service, SQL, Budgets, Access, Financial Analysis, Process Improvement, Analysis, Troubleshooting, ITIL, Policy, Project Planning, Contract Negotiation, Software Documentation, Microsoft Office
Education
University of Nevada-Reno 1990 — 1997
BS, Computer Information Systems & Accounting
St. Louis Community College 1980 — 1985
Assoc., Accounting
Carrie Noe Carrie Noe's Wells Fargo & Company Experience March 2000 - December 2007
Job Paraprofessional at TriValley School District
Industry Banking
Experience
Tri-Valley School District November 2014 - Present
Tri-Valley School District March 2014 - Present
Advanced Asset Alliance 2012 - April 2014
Liberty National Bank 2012 - 2012
First Dakota Federal Credit Union 2007 - 2011
Wells Fargo & Company March 2000 - December 2007
Skills
Banking, Mortgage, Loans, Retail Banking, Consumer Lending, Mortgage Lending, Customer Service, Home Equity Loans
Education
Southeast Technical Institute 1998 — 1999
A.A.S. Business Administration, Business
South Dakota State University 1997 — 1997
General Studies
Tri-Valley School District November 2014 - Present
Tri-Valley School District March 2014 - Present
Advanced Asset Alliance 2012 - April 2014
Liberty National Bank 2012 - 2012
First Dakota Federal Credit Union 2007 - 2011
Wells Fargo & Company March 2000 - December 2007
Skills
Banking, Mortgage, Loans, Retail Banking, Consumer Lending, Mortgage Lending, Customer Service, Home Equity Loans
Education
Southeast Technical Institute 1998 — 1999
A.A.S. Business Administration, Business
South Dakota State University 1997 — 1997
General Studies
Gina Donatoni, CPA Gina Donatoni, CPA's Wells Fargo & Company Experience June 2009 - July 2011
Job Sr. Accounting Manager at Zendesk
Industry Accounting
Experience
Zendesk July 2015 - Present
Zendesk August 2011 - Present
Wells Fargo & Company June 2009 - July 2011
Wells Fargo & Company June 2009 - July 2011
Wells Fargo & Company June 2009 - July 2011
Deloitte September 2004 - June 2009
Deloitte & Touche, LLP September 2004 - June 2009
Deloitte & Touche, LLP September 2004 - June 2009
Skills
SEC filings, Sarbanes-Oxley Act, Financial Analysis, GAAP, Accounting, Internal Controls, Auditing, Assurance, Big 4, Management
Education
University of California, San Diego 2000 — 2004
Management Science, Accounting
Universidad de Sevilla 2003 — 2003
Economics/ Business
The London School of Economics and Political Science (LSE) 2002 — 2002
Economics
London School of Economics
Universidad de
Zendesk July 2015 - Present
Zendesk August 2011 - Present
Wells Fargo & Company June 2009 - July 2011
Wells Fargo & Company June 2009 - July 2011
Wells Fargo & Company June 2009 - July 2011
Deloitte September 2004 - June 2009
Deloitte & Touche, LLP September 2004 - June 2009
Deloitte & Touche, LLP September 2004 - June 2009
Skills
SEC filings, Sarbanes-Oxley Act, Financial Analysis, GAAP, Accounting, Internal Controls, Auditing, Assurance, Big 4, Management
Education
University of California, San Diego 2000 — 2004
Management Science, Accounting
Universidad de Sevilla 2003 — 2003
Economics/ Business
The London School of Economics and Political Science (LSE) 2002 — 2002
Economics
London School of Economics
Universidad de
David Chalfant's Wells Fargo & Company Experience September 1992 - Present
Job
Industry Banking
Experience
Wells Fargo & Company September 1992 - Present
Education
University of Kansas School of Law 1980 — 1983
Juris Doctor
University of Virginia 1975 — 1979
Bachelor of Arts (B.A.), History and Foreign Affairs
Wells Fargo & Company September 1992 - Present
Education
University of Kansas School of Law 1980 — 1983
Juris Doctor
University of Virginia 1975 — 1979
Bachelor of Arts (B.A.), History and Foreign Affairs
Judy Van Osdel Judy Van Osdel's Wells Fargo & Company Experience November 1992 - November 2010
Job Executive Vice President and Chief Legal Officer at TCF Equipment Finance
Industry Banking
Experience
TCF Equipment Finance November 2010 - Present
Wells Fargo & Company November 1992 - November 2010
Dataserv 1987 - 1992
ITT Commercial Finance 1985 - 1987
itt Commercial Finance 1983 - 1987
Skills
Commercial Lending, Credit, Asset Based Lending, Mergers & Acquisitions, Loans, Financial Services, Due Diligence, Finance, Structured Finance, Credit Analysis, Portfolio Management, Capital Markets, Financial Analysis, Banking, Commercial Banking, Financial Structuring, Risk Management
Education
William Mitchell College of Law 1978 — 1982
The University of South Dakota 1971 — 1975
BA, Political Science
Gayville-Volin High School 1968 — 1971
TCF Equipment Finance November 2010 - Present
Wells Fargo & Company November 1992 - November 2010
Dataserv 1987 - 1992
ITT Commercial Finance 1985 - 1987
itt Commercial Finance 1983 - 1987
Skills
Commercial Lending, Credit, Asset Based Lending, Mergers & Acquisitions, Loans, Financial Services, Due Diligence, Finance, Structured Finance, Credit Analysis, Portfolio Management, Capital Markets, Financial Analysis, Banking, Commercial Banking, Financial Structuring, Risk Management
Education
William Mitchell College of Law 1978 — 1982
The University of South Dakota 1971 — 1975
BA, Political Science
Gayville-Volin High School 1968 — 1971
Samuel Y. Choi Samuel Y. Choi's Wells Fargo & Company Experience May 2014 - August 2014
Job Incoming Analyst at Accenture Strategy
Industry Management Consulting
Experience
Accenture October 2014 - Present
City and County of San Francisco January 2015 - April 2015
Wells Fargo & Company May 2014 - August 2014
Sam Kim & Associates Law Firm June 2013 - August 2013
Hands for Africa January 2012 - June 2012
Verizon Wireless May 2011 - January 2012
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Bachelor of Science (BS), Business Administration
Accenture October 2014 - Present
City and County of San Francisco January 2015 - April 2015
Wells Fargo & Company May 2014 - August 2014
Sam Kim & Associates Law Firm June 2013 - August 2013
Hands for Africa January 2012 - June 2012
Verizon Wireless May 2011 - January 2012
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Bachelor of Science (BS), Business Administration
Colbert Fong, MBA, DTM Colbert Fong, MBA, DTM's Wells Fargo & Company Experience October 2005 - January 2014
Job Marketing Database Analyst at Wells Fargo Insurance Services
Industry Banking
Experience
Wells Fargo Insurance Services January 2014 - Present
Toastmasters District 6 July 2013 - June 2014
Wells Fargo & Company October 2005 - January 2014
Toastmasters District 6 July 2012 - June 2013
Toastmasters District 6 July 2011 - June 2012
Toastmasters District 6 July 2011 - June 2012
Toastmasters District 6 January 2011 - June 2011
OATI August 2003 - October 2005
Skills
Leadership, Public Speaking, Training, SharePoint, Visio, Team Leadership, Toastmasters, Project Management, Software Development, Process Improvement, Cross-functional Team..., MS Project, Event Planning, SDLC, Business Analysis, Team Building, Databases, SQL, Data Analysis, Business Intelligence, Project Planning, Vendor Management, Management, Software Documentation, Requirements Analysis, Software Project..., Program Management, Data Warehousing, Public Relations, Access, Integration, Requirements Gathering, Evaluation, Product Management, Agile Methodologies, Data Modeling, Marketing Research, Teradata SQL, Teradata Aster, Big Data
Education
University of Minnesota - Carlson School of Management 2006 — 2010
MBA, Marketing
University of Cologne 2007 — 2007
University of Minnesota-Twin Cities 1999 — 2002
Bachelor of Science, Computer Science
Wells Fargo Insurance Services January 2014 - Present
Toastmasters District 6 July 2013 - June 2014
Wells Fargo & Company October 2005 - January 2014
Toastmasters District 6 July 2012 - June 2013
Toastmasters District 6 July 2011 - June 2012
Toastmasters District 6 July 2011 - June 2012
Toastmasters District 6 January 2011 - June 2011
OATI August 2003 - October 2005
Skills
Leadership, Public Speaking, Training, SharePoint, Visio, Team Leadership, Toastmasters, Project Management, Software Development, Process Improvement, Cross-functional Team..., MS Project, Event Planning, SDLC, Business Analysis, Team Building, Databases, SQL, Data Analysis, Business Intelligence, Project Planning, Vendor Management, Management, Software Documentation, Requirements Analysis, Software Project..., Program Management, Data Warehousing, Public Relations, Access, Integration, Requirements Gathering, Evaluation, Product Management, Agile Methodologies, Data Modeling, Marketing Research, Teradata SQL, Teradata Aster, Big Data
Education
University of Minnesota - Carlson School of Management 2006 — 2010
MBA, Marketing
University of Cologne 2007 — 2007
University of Minnesota-Twin Cities 1999 — 2002
Bachelor of Science, Computer Science
Oscar Suris Oscar Suris's Wells Fargo & Company Experience September 2009 - Present
Job Head of Corporate Communications
Industry Financial Services
Experience
Wells Fargo & Company September 2009 - Present
NCLR 2010 - 2013
Ford Motor Company May 2003 - September 2009
AutoNation 1998 - 2003
The Miami Herald Publishing Company 1997 - 1999
The Wall Street Journal 1993 - 1997
The Orlando Sentinel 1989 - 1992
The Miami News 1986 - 1988
Skills
Public Relations, Media Relations, Corporate Communications, Automotive, Internal Communications, Newspaper, Social Media, Reputation Management, Crisis Communications, Financial Services, Marketing, Press Releases, Strategic Communications, Communication Training, Publications, Strategic Planning, Advertising, Marketing Communications, Messaging, Newspapers
Education
University of Florida 1982 — 1986
Bachelor's of Science, Finance
Wells Fargo & Company September 2009 - Present
NCLR 2010 - 2013
Ford Motor Company May 2003 - September 2009
AutoNation 1998 - 2003
The Miami Herald Publishing Company 1997 - 1999
The Wall Street Journal 1993 - 1997
The Orlando Sentinel 1989 - 1992
The Miami News 1986 - 1988
Skills
Public Relations, Media Relations, Corporate Communications, Automotive, Internal Communications, Newspaper, Social Media, Reputation Management, Crisis Communications, Financial Services, Marketing, Press Releases, Strategic Communications, Communication Training, Publications, Strategic Planning, Advertising, Marketing Communications, Messaging, Newspapers
Education
University of Florida 1982 — 1986
Bachelor's of Science, Finance
Craig Venezia Craig Venezia's Wells Fargo & Company Experience February 1996 - March 1997
Job Group Account Director at Feld Direct
Industry Marketing and Advertising
Experience
Feld Direct September 2014 - Present
Contributing Writer for Next Avenue PBS January 2006 - Present
Gordon Brothers Group March 2006 - December 2011
CircleLending (acquired by Virgin Group) May 2003 - August 2005
Highway One March 1997 - April 2003
Wells Fargo & Company February 1996 - March 1997
Foote, Cone & Belding February 1993 - February 1996
HDM Worldwide Direct June 1988 - January 1993
Skills
Leadership, Direct Response..., Direct Marketing, Direct Mail Programs, Management, Integrated Marketing, Program Management, Corporate Communications, Public Relations, Media Relations, Business Development, Real Estate
Education
Rutgers University-New Brunswick 1986 — 1988
BA, Communication
Union County College 1984 — 1986
AA, Business
Feld Direct September 2014 - Present
Contributing Writer for Next Avenue PBS January 2006 - Present
Gordon Brothers Group March 2006 - December 2011
CircleLending (acquired by Virgin Group) May 2003 - August 2005
Highway One March 1997 - April 2003
Wells Fargo & Company February 1996 - March 1997
Foote, Cone & Belding February 1993 - February 1996
HDM Worldwide Direct June 1988 - January 1993
Skills
Leadership, Direct Response..., Direct Marketing, Direct Mail Programs, Management, Integrated Marketing, Program Management, Corporate Communications, Public Relations, Media Relations, Business Development, Real Estate
Education
Rutgers University-New Brunswick 1986 — 1988
BA, Communication
Union County College 1984 — 1986
AA, Business
Farhan Farooqui's Wells Fargo & Company Experience 2005 - 2012
Job Human Resources Consultant, Leader & Strategist, Executive Coach, Entrepreneur, Public Speaker, NonProfit Board Member
Industry Human Resources
Experience
HR MILIEU, LLC August 2013 - Present
Nationstar Mortgage January 2012 - August 2013
Wells Fargo & Company 2005 - 2012
Twin Cities HR Assoc. (SHRM) 2006 - 2011
SHRM 2006 - 2009
Informatics 1997 - 2001
Minnesota State University, Mankato 1991 - 1993
Skills
Leadership Development, Executive Coaching, Workforce Planning, Coaching, HR Strategy, Corporate Vision and..., Mergers and Acquisitions, Employee Engagement, Personnel Management, Strategic Initiatives, Strategic Planning, Mergers, Strategy, Organizational..., Talent Acquisition, Management, Process Improvement, Performance Management, Leadership, Onboarding, Mergers & Acquisitions, Succession Planning, Human Resources, Deferred Compensation, Talent Management, Training, Change Management, Executive Management, Team Management, Team Building, Employee Relations, Risk Management, Consulting, Organizational..., Organizational Design, Business Strategy, Recruiting, mergers and acquisitions, HRIS, College Recruiting
Education
Minnesota State University, Mankato 1991 — 1993
Business Graduate School
University of New Haven 1987 — 1991
Bachelor of Business Administration (BBA), Marketing, Management
Forman Christian College 1985 — 1987
Bachelor of Science (B.Sc), Mathematics & Physics
HR MILIEU, LLC August 2013 - Present
Nationstar Mortgage January 2012 - August 2013
Wells Fargo & Company 2005 - 2012
Twin Cities HR Assoc. (SHRM) 2006 - 2011
SHRM 2006 - 2009
Informatics 1997 - 2001
Minnesota State University, Mankato 1991 - 1993
Skills
Leadership Development, Executive Coaching, Workforce Planning, Coaching, HR Strategy, Corporate Vision and..., Mergers and Acquisitions, Employee Engagement, Personnel Management, Strategic Initiatives, Strategic Planning, Mergers, Strategy, Organizational..., Talent Acquisition, Management, Process Improvement, Performance Management, Leadership, Onboarding, Mergers & Acquisitions, Succession Planning, Human Resources, Deferred Compensation, Talent Management, Training, Change Management, Executive Management, Team Management, Team Building, Employee Relations, Risk Management, Consulting, Organizational..., Organizational Design, Business Strategy, Recruiting, mergers and acquisitions, HRIS, College Recruiting
Education
Minnesota State University, Mankato 1991 — 1993
Business Graduate School
University of New Haven 1987 — 1991
Bachelor of Business Administration (BBA), Marketing, Management
Forman Christian College 1985 — 1987
Bachelor of Science (B.Sc), Mathematics & Physics
Casey Grooms's Wells Fargo & Company Experience June 2006 - June 2010
Job CoFounder at PocketMath
Industry Online Media
Experience
PocketMath January 2011 - Present
Bon La Vu June 2010 - January 2011
Wells Fargo & Company June 2006 - June 2010
Mushibo October 2008 - January 2010
Technology Entrepreneurship Society November 2003 - May 2006
Office of Technology Commercialization, The University of Texas at Austin 2005 - 2006
Office of Technology Commercialization January 2005 - December 2005
Skills
Mobile Marketing, Business Development, Media Buying, Financial Analysis, Mobile Advertising, Ad Exchanges, RTB, Analytics, Online Advertising, Real-Time Bidding, Entrepreneurship, Mobile Applications, Start-ups, Strategic Partnerships
Education
The University of Texas at Austin 2002 — 2006
B.A., Economics and Mathematics
PocketMath January 2011 - Present
Bon La Vu June 2010 - January 2011
Wells Fargo & Company June 2006 - June 2010
Mushibo October 2008 - January 2010
Technology Entrepreneurship Society November 2003 - May 2006
Office of Technology Commercialization, The University of Texas at Austin 2005 - 2006
Office of Technology Commercialization January 2005 - December 2005
Skills
Mobile Marketing, Business Development, Media Buying, Financial Analysis, Mobile Advertising, Ad Exchanges, RTB, Analytics, Online Advertising, Real-Time Bidding, Entrepreneurship, Mobile Applications, Start-ups, Strategic Partnerships
Education
The University of Texas at Austin 2002 — 2006
B.A., Economics and Mathematics
Ryan Evenson Ryan Evenson's Wells Fargo & Company Experience 2007 - 2011
Job Senior banking professional
Industry Banking
Experience
Wells Fargo Home Mortgage February 2009 - Present
Wells Fargo & Company 2007 - 2011
Wells Fargo Home Mortgage 2010 - 2010
Wells Fargo Financial 2007 - 2009
Skills
Mortgage Lending, Mortgage Banking, Financial Services, Retail Banking, Underwriting, Mortgage Underwriting, Real Estate, Real Estate Financing, Workflow Management, Business Workflows, Team Leadership, Leadership, Investment Strategies, Investment Management, Credit, Investments
Education
San Diego State University-California State University 2002 — 2007
BS, Business Administration, Emphasis and Distinction in Finance
Wells Fargo Home Mortgage February 2009 - Present
Wells Fargo & Company 2007 - 2011
Wells Fargo Home Mortgage 2010 - 2010
Wells Fargo Financial 2007 - 2009
Skills
Mortgage Lending, Mortgage Banking, Financial Services, Retail Banking, Underwriting, Mortgage Underwriting, Real Estate, Real Estate Financing, Workflow Management, Business Workflows, Team Leadership, Leadership, Investment Strategies, Investment Management, Credit, Investments
Education
San Diego State University-California State University 2002 — 2007
BS, Business Administration, Emphasis and Distinction in Finance
Julie Erickson's Wells Fargo & Company Experience December 2011 - Present
Job Senior Communications and Marketing Consultant
Industry Public Relations and Communications
Experience
Wells Fargo & Company December 2011 - Present
National Information Solutions Cooperative November 1998 - June 2010
Ecco, Erickson Communications Consulting 1987 - 2010
Kranzler Kingsley Agency 1996 - 1998
Shared Communications Services - Salem, Oregon 1993 - 1998
1996 Clinton-Gore Re-election Campaign August 1996 - November 1996
Kadrmas Lee & Jackson 1995 - 1996
Imperial Irrigation District 1990 - 1993
The Del Norte Triplicate 1988 - 1989
Contel Telephone 1986 - 1987
Skills
Public Relations, Marketing Communications, Strategic Planning, Information Technology, Leadership, Corporate Communications, Integrated Marketing, Social Media Marketing, Copywriting, Management, Brand Development, Editing, Marketing, Nonprofits, Business Development, Project Planning, Change Management, Strategic Communications, Program Management, Marketing Strategy, Social Media, Event Planning, Social Networking, Internal Communications, Event Management, Media Relations, Press Releases, Crisis Communications
Education
Washington University in St. Louis 2014 — 2017
Master of Arts (M.A.) in International Affairs, International Relations and Affairs, 3.90
Minnesota State University, Moorhead 1976 — 1980
Bachelor of Science, Journalism, Marketing, German
Wells Fargo & Company December 2011 - Present
National Information Solutions Cooperative November 1998 - June 2010
Ecco, Erickson Communications Consulting 1987 - 2010
Kranzler Kingsley Agency 1996 - 1998
Shared Communications Services - Salem, Oregon 1993 - 1998
1996 Clinton-Gore Re-election Campaign August 1996 - November 1996
Kadrmas Lee & Jackson 1995 - 1996
Imperial Irrigation District 1990 - 1993
The Del Norte Triplicate 1988 - 1989
Contel Telephone 1986 - 1987
Skills
Public Relations, Marketing Communications, Strategic Planning, Information Technology, Leadership, Corporate Communications, Integrated Marketing, Social Media Marketing, Copywriting, Management, Brand Development, Editing, Marketing, Nonprofits, Business Development, Project Planning, Change Management, Strategic Communications, Program Management, Marketing Strategy, Social Media, Event Planning, Social Networking, Internal Communications, Event Management, Media Relations, Press Releases, Crisis Communications
Education
Washington University in St. Louis 2014 — 2017
Master of Arts (M.A.) in International Affairs, International Relations and Affairs, 3.90
Minnesota State University, Moorhead 1976 — 1980
Bachelor of Science, Journalism, Marketing, German
Kenneth Kuykendall Kenneth Kuykendall's Wells Fargo & Company Experience September 2004 - May 2005
Job Experienced Educator, Financial Services Manager, HR Trainer, HSE Tech, Public Speaker, Paralegal, and Writer
Industry Primary/Secondary Education
Experience
Columbia-Brazoria Independent School District January 2015 - Present
Hoonah City School District August 2010 - May 2013
Kashunamiut School District August 2009 - June 2010
Lake & Peninsula School District January 2008 - May 2009
Crowley Marine Services October 2006 - November 2006
Veco Petroleum Contractors September 2005 - September 2006
Alaska USA Federal Credit Union June 2005 - September 2005
Wells Fargo & Company September 2004 - May 2005
Lamar Consolidated Independent School District August 2001 - May 2004
Wharton County Junior College - Sugarland Satellite Campus August 2001 - December 2001
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Teaching, College Teaching, National Writing..., OSHA Safety Training, Human Resources, EEOC arbitration, Technical Writing, Legal Writing, Creative Writing, Report Writing, Presentation Design, Group Presentations, Speech Writing, Paralegal, Academic Tutoring, Document Processing, Organization Skills, Time Management, Hazmat Response, Petroleum Construction, Warehouse Management, Inventory Analysis, Record Keeping, Construction Safety, Teaching Writing, Teaching English as a..., Teaching Adults, Employee Training, Customer Relations, Direct Sales, Carpentry, Adventure Travel, Travel Photography, Administrative..., Public Relations, Data Analysis, Public Speaking, Contract Negotiation, Coaching, Editing
Education
University of Houston 1995 — 1998
Master of Arts (M.A.), Political Science
University of Houston 1990 — 1995
Bachelor of Science (B.S.), Political Science and Government, 3.5
Columbia-Brazoria Independent School District January 2015 - Present
Hoonah City School District August 2010 - May 2013
Kashunamiut School District August 2009 - June 2010
Lake & Peninsula School District January 2008 - May 2009
Crowley Marine Services October 2006 - November 2006
Veco Petroleum Contractors September 2005 - September 2006
Alaska USA Federal Credit Union June 2005 - September 2005
Wells Fargo & Company September 2004 - May 2005
Lamar Consolidated Independent School District August 2001 - May 2004
Wharton County Junior College - Sugarland Satellite Campus August 2001 - December 2001
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Teaching, College Teaching, National Writing..., OSHA Safety Training, Human Resources, EEOC arbitration, Technical Writing, Legal Writing, Creative Writing, Report Writing, Presentation Design, Group Presentations, Speech Writing, Paralegal, Academic Tutoring, Document Processing, Organization Skills, Time Management, Hazmat Response, Petroleum Construction, Warehouse Management, Inventory Analysis, Record Keeping, Construction Safety, Teaching Writing, Teaching English as a..., Teaching Adults, Employee Training, Customer Relations, Direct Sales, Carpentry, Adventure Travel, Travel Photography, Administrative..., Public Relations, Data Analysis, Public Speaking, Contract Negotiation, Coaching, Editing
Education
University of Houston 1995 — 1998
Master of Arts (M.A.), Political Science
University of Houston 1990 — 1995
Bachelor of Science (B.S.), Political Science and Government, 3.5
Curtis Kephart Curtis Kephart's Wells Fargo & Company Experience February 2000 - August 2001
Job Research Fellowship at UCSC LEEPS Lab
Industry Capital Markets
Experience
UCSC LEEPS Lab June 2015 - Present
University of California, Santa Cruz December 2009 - June 2015
UC Santa Cruz August 2009 - June 2015
FXCM June 2004 - April 2007
Forex Capital Markets (FXCM) June 2004 - April 2007
Wells Fargo & Company February 2000 - August 2001
Skills
Econometrics, Economics, SEO, FX trading, Trading, R, Stata, Data Analysis, R programming language, SQL, RStudio Server, Data Science, Research, Experimental Economics, Management, Statistics, Microsoft Excel
Education
University of California, Santa Cruz 2009 — 2015
Ph.D
University of California, Santa Cruz 2000 — 2003
Bachelor of Arts
UCSC LEEPS Lab June 2015 - Present
University of California, Santa Cruz December 2009 - June 2015
UC Santa Cruz August 2009 - June 2015
FXCM June 2004 - April 2007
Forex Capital Markets (FXCM) June 2004 - April 2007
Wells Fargo & Company February 2000 - August 2001
Skills
Econometrics, Economics, SEO, FX trading, Trading, R, Stata, Data Analysis, R programming language, SQL, RStudio Server, Data Science, Research, Experimental Economics, Management, Statistics, Microsoft Excel
Education
University of California, Santa Cruz 2009 — 2015
Ph.D
University of California, Santa Cruz 2000 — 2003
Bachelor of Arts
Caroline Schuster Caroline Schuster's Wells Fargo & Company Experience September 2005 - January 2010
Job Director, Global Talent Acquisition at MetLife
Industry Staffing and Recruiting
Experience
MetLife April 2014 - Present
Profecta Partners February 2014 - July 2014
Allegis Group Services June 2013 - October 2013
Time Warner Cable April 2012 - June 2013
Time Warner Cable January 2010 - April 2012
Wells Fargo & Company September 2005 - January 2010
Smart Start of Mecklenburg County, North Carolina Partnership for Children June 2008 - 2010
Janus Capital Group March 2004 - September 2005
TeleTech Holdings, Inc. March 2003 - March 2004
Level 3 Communications, Inc. June 1998 - March 2003
Skills
Talent Management, Performance Management, Vendor Management, Talent Acquisition, Business Planning, Strategic Thinking, Change Management, Succession Planning, Business Transformation, Onboarding, Employee Relations, Human Resources, HRIS, Organizational..., Recruiting, Organizational Design, Strategy, Leadership, Start-ups, CRM, Outsourcing, Applicant Tracking..., Sourcing, Team Building, Process Improvement, Project Planning, Management, BPO, Personnel Management, Call Centers, Program Management, Executive Coaching, Executive Search, Cross-functional Team..., Life Coaching, Career Counseling, Temporary Placement, Executive Management, Training, Business Process, Hiring, College Recruiting, Management Consulting, Leadership Development, Coaching, Consulting, Strategic Planning, Financial Services, Mentoring, Employee Engagement
Education
University of Pennsylvania - The Wharton School
The Securities Industry Institute
Southern Methodist University
BBA, Business Administration
University of Denver
MBA, Management
MetLife April 2014 - Present
Profecta Partners February 2014 - July 2014
Allegis Group Services June 2013 - October 2013
Time Warner Cable April 2012 - June 2013
Time Warner Cable January 2010 - April 2012
Wells Fargo & Company September 2005 - January 2010
Smart Start of Mecklenburg County, North Carolina Partnership for Children June 2008 - 2010
Janus Capital Group March 2004 - September 2005
TeleTech Holdings, Inc. March 2003 - March 2004
Level 3 Communications, Inc. June 1998 - March 2003
Skills
Talent Management, Performance Management, Vendor Management, Talent Acquisition, Business Planning, Strategic Thinking, Change Management, Succession Planning, Business Transformation, Onboarding, Employee Relations, Human Resources, HRIS, Organizational..., Recruiting, Organizational Design, Strategy, Leadership, Start-ups, CRM, Outsourcing, Applicant Tracking..., Sourcing, Team Building, Process Improvement, Project Planning, Management, BPO, Personnel Management, Call Centers, Program Management, Executive Coaching, Executive Search, Cross-functional Team..., Life Coaching, Career Counseling, Temporary Placement, Executive Management, Training, Business Process, Hiring, College Recruiting, Management Consulting, Leadership Development, Coaching, Consulting, Strategic Planning, Financial Services, Mentoring, Employee Engagement
Education
University of Pennsylvania - The Wharton School
The Securities Industry Institute
Southern Methodist University
BBA, Business Administration
University of Denver
MBA, Management
Martin Mencer's Wells Fargo & Company Experience April 1996 - January 2013
Job Director, Product Marketing
Industry Financial Services
Experience
TIAA-CREF January 2013 - Present
Wells Fargo & Company April 1996 - January 2013
BayBank January 1994 - April 1996
Citibank April 1988 - January 1994
Skills
Marketing Strategy, Marketing Management, Retirement Marketing, Online Marketing, Direct Marketing, Product Marketing, Financial Services, Project Management, Business Development, Marketing Communications, Series 7, Series 63, Strategy, Strategic Partnerships, Retirement, Marketing, Leadership, Integrated Marketing, Customer Acquisition, Management, Program Management
Education
Morehead State University
Bachelor of Science (BS), Marketing
Morehead State University
Master of Business Administration (MBA), Marketing
TIAA-CREF January 2013 - Present
Wells Fargo & Company April 1996 - January 2013
BayBank January 1994 - April 1996
Citibank April 1988 - January 1994
Skills
Marketing Strategy, Marketing Management, Retirement Marketing, Online Marketing, Direct Marketing, Product Marketing, Financial Services, Project Management, Business Development, Marketing Communications, Series 7, Series 63, Strategy, Strategic Partnerships, Retirement, Marketing, Leadership, Integrated Marketing, Customer Acquisition, Management, Program Management
Education
Morehead State University
Bachelor of Science (BS), Marketing
Morehead State University
Master of Business Administration (MBA), Marketing
Amber Sikstrom Amber Sikstrom's Wells Fargo & Company Experience 2010 - 2012
Job Assistant Controller at Tetherow Resort
Industry Financial Services
Experience
Tetherow Golf Club 2012 - Present
Wells Fargo & Company 2010 - 2012
Skills
Finance, Financial Analysis, Auditing, Sarbanes-Oxley Act, Microsoft Office, Internal Audit, Customer Service, Budgets, Accounting, Microsoft Excel, Microsoft Word, Financial Planning, QuickBooks, Outlook, Analysis, Oregon Notary
Education
Oregon State University 2005 — 2010
Bachelor of Science (B.S.), Accounting
Oregon State University 2005 — 2010
Bachelor of Science (B.S.), Finance
Tetherow Golf Club 2012 - Present
Wells Fargo & Company 2010 - 2012
Skills
Finance, Financial Analysis, Auditing, Sarbanes-Oxley Act, Microsoft Office, Internal Audit, Customer Service, Budgets, Accounting, Microsoft Excel, Microsoft Word, Financial Planning, QuickBooks, Outlook, Analysis, Oregon Notary
Education
Oregon State University 2005 — 2010
Bachelor of Science (B.S.), Accounting
Oregon State University 2005 — 2010
Bachelor of Science (B.S.), Finance
John (Jeff) Ford John (Jeff) Ford's Wells Fargo & Company Experience January 1998 - January 2003
Job Director of Enrollment, Billing & Collections at CareFirst Blue Cross Blue Sheild
Industry Financial Services
Experience
CareFirst Blue Cross Blue Sheild January 2011 - Present
E-Zone Direct, LLC April 2010 - November 2010
Edison Worldwide, LLC April 2005 - December 2009
Sallie Mae, Inc April 2004 - November 2004
Wells Fargo & Company January 1998 - January 2003
Wells Fargo EFS 1998 - 2003
Bally Total Fitness January 1989 - December 1998
Provident Bank of Maryland January 1987 - January 1989
Equitable Bank, N.A. 1978 - 1987
Skills
Strategy, Risk Management, Credit, Call Center, Performance Management, Management, Call Centers, Sales, Business Analysis, Customer Service, Leadership, Loans, Executive Management, Direct Marketing, Strategic Planning, Process Improvement, Accounts Receivable, Recruiting
Education
Villanova University 1974 — 1978
BS, Busimess Administration
Gilmour Academy
University of Baltimore
Master, Business Administration
University of Maryland, College
University of Oklahoma
Villanova University
Bachelor of Science, Business Administration
CareFirst Blue Cross Blue Sheild January 2011 - Present
E-Zone Direct, LLC April 2010 - November 2010
Edison Worldwide, LLC April 2005 - December 2009
Sallie Mae, Inc April 2004 - November 2004
Wells Fargo & Company January 1998 - January 2003
Wells Fargo EFS 1998 - 2003
Bally Total Fitness January 1989 - December 1998
Provident Bank of Maryland January 1987 - January 1989
Equitable Bank, N.A. 1978 - 1987
Skills
Strategy, Risk Management, Credit, Call Center, Performance Management, Management, Call Centers, Sales, Business Analysis, Customer Service, Leadership, Loans, Executive Management, Direct Marketing, Strategic Planning, Process Improvement, Accounts Receivable, Recruiting
Education
Villanova University 1974 — 1978
BS, Busimess Administration
Gilmour Academy
University of Baltimore
Master, Business Administration
University of Maryland, College
University of Oklahoma
Villanova University
Bachelor of Science, Business Administration
Douglas Bunt's Wells Fargo & Company Experience July 2009 - March 2010
Job Experienced Mattress Industry, Sales Training & Management Professional
Industry Furniture
Experience
Empire Today April 2015 - Present
Simmons Bedding Company July 2011 - March 2015
Simmons Bedding Company March 2010 - July 2011
Wells Fargo & Company July 2009 - March 2010
Wells Fargo & Company February 2008 - July 2009
Mattress Firm May 2002 - September 2005
Mattress Firm May 2002 - September 2005
Skills
Merchandising, Sales Management, Retail, Consultative Selling, Customer Service, Inventory Management, Advertising, Strategic Planning, Store Management, Selling, Sales, Training, Sales Operations, Sales Process, Team Building, Cold Calling, B2B, Account Management, Sales Presentations, Marketing, Profit, Forecasting, Key Account Management, Direct Sales, Pricing, Customer Satisfaction, P&L, Customer Retention, New Business Development, Leadership, P&L Management, Market Planning, Selling Skills, Retail Sales, Cross-functional Team..., Budgets, Hiring, Coaching, Contract Negotiation, Purchasing, Negotiation, Product Development, Product Marketing, Salesforce.com, Competitive Analysis, Key Account Development, Solution Selling
Education
The University of South Dakota 1997 — 2002
BS, Contemporary Media & Journalism
Roncalli High School 1994 — 1997
Empire Today April 2015 - Present
Simmons Bedding Company July 2011 - March 2015
Simmons Bedding Company March 2010 - July 2011
Wells Fargo & Company July 2009 - March 2010
Wells Fargo & Company February 2008 - July 2009
Mattress Firm May 2002 - September 2005
Mattress Firm May 2002 - September 2005
Skills
Merchandising, Sales Management, Retail, Consultative Selling, Customer Service, Inventory Management, Advertising, Strategic Planning, Store Management, Selling, Sales, Training, Sales Operations, Sales Process, Team Building, Cold Calling, B2B, Account Management, Sales Presentations, Marketing, Profit, Forecasting, Key Account Management, Direct Sales, Pricing, Customer Satisfaction, P&L, Customer Retention, New Business Development, Leadership, P&L Management, Market Planning, Selling Skills, Retail Sales, Cross-functional Team..., Budgets, Hiring, Coaching, Contract Negotiation, Purchasing, Negotiation, Product Development, Product Marketing, Salesforce.com, Competitive Analysis, Key Account Development, Solution Selling
Education
The University of South Dakota 1997 — 2002
BS, Contemporary Media & Journalism
Roncalli High School 1994 — 1997
Brian McNiff Jr.'s Wells Fargo & Company Experience April 2013 - October 2013
Job Wealth Management Banker at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management October 2013 - Present
Wells Fargo & Company April 2013 - October 2013
Citibank, N.A. 2011 - 2012
Merrill Lynch Wealth Management 2010 - 2011
Citi Smith Barney - Global Wealth Management 2007 - 2010
Citi Smith Barney - Global Wealth Management 2005 - 2007
Skills
Wealth Management, Credit, Loans, Banking, Investments, Series 7, Credit Analysis, Mortgage Lending, Private Banking, Small Business Lending, Credit Risk, Relationship Management
Education
University of Central Florida 2000 — 2005
Bachelor of Science (BS), Finance, General
Merrill Lynch Wealth Management October 2013 - Present
Wells Fargo & Company April 2013 - October 2013
Citibank, N.A. 2011 - 2012
Merrill Lynch Wealth Management 2010 - 2011
Citi Smith Barney - Global Wealth Management 2007 - 2010
Citi Smith Barney - Global Wealth Management 2005 - 2007
Skills
Wealth Management, Credit, Loans, Banking, Investments, Series 7, Credit Analysis, Mortgage Lending, Private Banking, Small Business Lending, Credit Risk, Relationship Management
Education
University of Central Florida 2000 — 2005
Bachelor of Science (BS), Finance, General
Randy Queen Randy Queen's Wells Fargo & Company Experience April 2009 - December 2012
Job Free Agent
Industry Automotive
Experience
Wells Fargo & Company April 2009 - December 2012
General Motors Corporation October 1976 - December 2008
US Army August 1972 - June 1974
Skills
Logistics, Automotive, Sales Process, Customer Satisfaction, B2B, Account Management, Performance Management, Forecasting, P&L Management, Human Resources, Purchasing, Program Management, Key Account Management, Inventory Management, Training, Sales Operations, Talent Management, Customer Retention, Operations Management, Budgets, Coaching, Technical Recruiting, Team Building, Hiring, Automobile, Management, Sales Management, Vendor Management, Warehousing, Continuous Improvement, Selling, Business Planning, Project Management, Cold Calling, Business Strategy, Retail, Cross-functional Team..., Employee Relations, CRM, Transportation, Leadership, Spend Management, Process Improvement, Vehicles, Sales, Profit, Negotiation, Supply Chain, New Business Development, Strategic Planning
Education
University of Michigan 1992 — 1994
Diploma, Human Resources Development, 4.0
GMI Engineering & Management University 1982 — 1984
Diploma, University of Automotive Management, 4.0
Lenoir-Rhyne University 1971 — 1975
Bachelor of Arts, Business Administration and Management, General, 3.2
Wells Fargo & Company April 2009 - December 2012
General Motors Corporation October 1976 - December 2008
US Army August 1972 - June 1974
Skills
Logistics, Automotive, Sales Process, Customer Satisfaction, B2B, Account Management, Performance Management, Forecasting, P&L Management, Human Resources, Purchasing, Program Management, Key Account Management, Inventory Management, Training, Sales Operations, Talent Management, Customer Retention, Operations Management, Budgets, Coaching, Technical Recruiting, Team Building, Hiring, Automobile, Management, Sales Management, Vendor Management, Warehousing, Continuous Improvement, Selling, Business Planning, Project Management, Cold Calling, Business Strategy, Retail, Cross-functional Team..., Employee Relations, CRM, Transportation, Leadership, Spend Management, Process Improvement, Vehicles, Sales, Profit, Negotiation, Supply Chain, New Business Development, Strategic Planning
Education
University of Michigan 1992 — 1994
Diploma, Human Resources Development, 4.0
GMI Engineering & Management University 1982 — 1984
Diploma, University of Automotive Management, 4.0
Lenoir-Rhyne University 1971 — 1975
Bachelor of Arts, Business Administration and Management, General, 3.2
Anandram Seriram Anandram Seriram's Wells Fargo & Company Experience September 2010 — Present
Job Securities Services Operations Specialist
Industry Financial Services
Experience
Wells Fargo & Company September 2010 — Present
Wells Fargo Financial June 2005 — August 2010
Wells Fargo Home Mortgage June 2001 — June 2005
Skills
Excel, Access, PowerPoint, Customer Relations, Word, Microsoft Office, Problem Solving, Budgeting, Teamwork, Financial Analysis, Public Speaking, Banking, Team Leadership, Financial Reporting, Outlook, Russian, Microsoft Excel, Microsoft Word, Analysis, Customer Service, SharePoint, Process Improvement, Toastmasters, Team Building, Training, Budgets, Portfolio Management, Cross-functional Team..., Human Resources, Risk Management, Finance, Loans, Wealth Management, Mortgage Lending, Credit, Securities, Financial Modeling, Business Analysis
Education
University of St. Thomas 2012 — 2014
Master of Arts (M.A.), International Leadership and Development
Metropolitan State University 2006 — 2010
MBA, Finance/Marketing
People's Friendship University, Russia 1994 — 1999
Ph.D, Agronomy
People's Friendship University, Russia 1987 — 1993
MSc., Agronomy
Peoples’ Friendship University of Russia 1987 — 1993
Diploma, Russian Language
Bygeval 2006 — 2010
MBA
Wells Fargo & Company September 2010 — Present
Wells Fargo Financial June 2005 — August 2010
Wells Fargo Home Mortgage June 2001 — June 2005
Skills
Excel, Access, PowerPoint, Customer Relations, Word, Microsoft Office, Problem Solving, Budgeting, Teamwork, Financial Analysis, Public Speaking, Banking, Team Leadership, Financial Reporting, Outlook, Russian, Microsoft Excel, Microsoft Word, Analysis, Customer Service, SharePoint, Process Improvement, Toastmasters, Team Building, Training, Budgets, Portfolio Management, Cross-functional Team..., Human Resources, Risk Management, Finance, Loans, Wealth Management, Mortgage Lending, Credit, Securities, Financial Modeling, Business Analysis
Education
University of St. Thomas 2012 — 2014
Master of Arts (M.A.), International Leadership and Development
Metropolitan State University 2006 — 2010
MBA, Finance/Marketing
People's Friendship University, Russia 1994 — 1999
Ph.D, Agronomy
People's Friendship University, Russia 1987 — 1993
MSc., Agronomy
Peoples’ Friendship University of Russia 1987 — 1993
Diploma, Russian Language
Bygeval 2006 — 2010
MBA
Judy Buckman Judy Buckman's Wells Fargo & Company Experience March 2007 - August 2014
Job Administrative ProfessionalExecutive Assistant
Industry Banking
Experience
Wells Fargo & Company March 2007 - August 2014
Skills
Executive Support, Microsoft Office
Education
Sonoma State University 1981 — 1987
Bachelor of Business Administration (BBA), bachelor of art history
Wells Fargo & Company March 2007 - August 2014
Skills
Executive Support, Microsoft Office
Education
Sonoma State University 1981 — 1987
Bachelor of Business Administration (BBA), bachelor of art history
RJ Diepeveen's Wells Fargo & Company Experience January 2005 - February 2006
Job The Guy at @RJDiepeveen.com
Industry Computer Software
Experience
@RJDiepeveen.com March 2009 - Present
@RJDiepeveen.com March 2009 - Present
CollabNet, Inc.. July 2006 - March 2009
Wells Fargo & Company January 2005 - February 2006
Ameriquest Mortgage July 2004 - January 2005
IBM / Rational Software January 2002 - November 2003
IBM / Rational June 2000 - January 2002
3Com Corporation March 1999 - April 2000
CDI Corporation May 1997 - August 1998
Skills
Governance, Management, Unix, Software Configuration..., ClearCase, ClearQuest, Software Engineering, Linux, Configuration Management, Change Management, Operating Systems, Integration, Software Project..., SDLC, ITIL, Enterprise Software, Distributed Systems, Embedded Systems, Pre-sales, Software Development
Education
Schhol of Hard Knocks, Doctoral Program 1979 — 2013
Doctor of Philosophy (PhD)
Santa Clara University 1981 — 1982
Postgrad
Utah State University 1974 — 1978
BS
@RJDiepeveen.com March 2009 - Present
@RJDiepeveen.com March 2009 - Present
CollabNet, Inc.. July 2006 - March 2009
Wells Fargo & Company January 2005 - February 2006
Ameriquest Mortgage July 2004 - January 2005
IBM / Rational Software January 2002 - November 2003
IBM / Rational June 2000 - January 2002
3Com Corporation March 1999 - April 2000
CDI Corporation May 1997 - August 1998
Skills
Governance, Management, Unix, Software Configuration..., ClearCase, ClearQuest, Software Engineering, Linux, Configuration Management, Change Management, Operating Systems, Integration, Software Project..., SDLC, ITIL, Enterprise Software, Distributed Systems, Embedded Systems, Pre-sales, Software Development
Education
Schhol of Hard Knocks, Doctoral Program 1979 — 2013
Doctor of Philosophy (PhD)
Santa Clara University 1981 — 1982
Postgrad
Utah State University 1974 — 1978
BS
Mark Bury's Wells Fargo & Company Experience December 1989 - July 2007
Job
Industry Information Technology and Services
Experience
Superior Endeavors, Inc. January 2012 - Present
Superior Endeavors, Inc. January 2011 - December 2011
Superior Endeavors, Inc. January 2000 - January 2011
Wells Fargo & Company December 1989 - July 2007
Wells Fargo Bank 1989 - 2007
Bituminous Roadways, Inc. September 1986 - September 1989
Skills
Vendor Management, Public Relations, Public Speaking, Team Building, Time Management, Enterprise Architecture, Disaster Recovery, Microsoft Word, Project Management, Business Process..., SDLC, Risk Management, Business Analysis, SharePoint, Customer Service, Process Improvement, Strategic Planning, Leadership, IT Strategy, Program Management, Sales, Requirements Analysis, Integration, Data Center, Change Management, Data Warehousing
Education
University of Minnesota - Carlson School of Management 1989 — 1991
MBA
University of Minnesota-Twin Cities 1977 — 1981
BS
Superior Endeavors, Inc. January 2012 - Present
Superior Endeavors, Inc. January 2011 - December 2011
Superior Endeavors, Inc. January 2000 - January 2011
Wells Fargo & Company December 1989 - July 2007
Wells Fargo Bank 1989 - 2007
Bituminous Roadways, Inc. September 1986 - September 1989
Skills
Vendor Management, Public Relations, Public Speaking, Team Building, Time Management, Enterprise Architecture, Disaster Recovery, Microsoft Word, Project Management, Business Process..., SDLC, Risk Management, Business Analysis, SharePoint, Customer Service, Process Improvement, Strategic Planning, Leadership, IT Strategy, Program Management, Sales, Requirements Analysis, Integration, Data Center, Change Management, Data Warehousing
Education
University of Minnesota - Carlson School of Management 1989 — 1991
MBA
University of Minnesota-Twin Cities 1977 — 1981
BS
Wendy Jo Williams's Wells Fargo & Company Experience 1995 - 1996
Job Marketing Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Home Mortgage February 2008 - Present
Word of Peace Lutheran Church 2013 - 2013
Wells Fargo Insurance, Inc. May 1999 - February 2008
Spaghetti's Ready 2004 - 2008
Wells Fargo Bank, N.A. May 1996 - May 1999
Wells Fargo & Company 1995 - 1996
Norwest Bank N. A. February 1994 - May 1995
Skills
Direct Mail, Newsletters, Event Planning, Email Marketing, Advertising, Marketing Communications, Management, Program Management, Marketing, Direct Marketing, Editing, Market Research, Marketing Strategy, Leadership, Analytics
Education
The University of North Dakota 1983 — 1987
Wells Fargo Home Mortgage February 2008 - Present
Word of Peace Lutheran Church 2013 - 2013
Wells Fargo Insurance, Inc. May 1999 - February 2008
Spaghetti's Ready 2004 - 2008
Wells Fargo Bank, N.A. May 1996 - May 1999
Wells Fargo & Company 1995 - 1996
Norwest Bank N. A. February 1994 - May 1995
Skills
Direct Mail, Newsletters, Event Planning, Email Marketing, Advertising, Marketing Communications, Management, Program Management, Marketing, Direct Marketing, Editing, Market Research, Marketing Strategy, Leadership, Analytics
Education
The University of North Dakota 1983 — 1987
Jennifer Aydelott's Wells Fargo & Company Experience November 2013 - Present
Job SVP, HR Operational Risk and Compliance at Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo & Company November 2013 - Present
Ally Financial Inc. June 2009 - October 2013
Countrywide (Bank of America) August 2007 - June 2009
GMAC ResCap August 2000 - August 2007
Skills
ERISA, Employee Relations, Employment Law, FMLA, Deferred Compensation, EEOC, Succession Planning, Employee Engagement, Talent Management, Performance Management, Executive Pay, Organizational..., HR Policies, Human Resources, Leadership, Strategy, Training, Workforce Planning, Litigation Management, Onboarding
Education
Stetson University College of Law 1997 — 1999
JD, Law
University of Florida 1994 — 1996
B.A., Sociology
Wells Fargo & Company November 2013 - Present
Ally Financial Inc. June 2009 - October 2013
Countrywide (Bank of America) August 2007 - June 2009
GMAC ResCap August 2000 - August 2007
Skills
ERISA, Employee Relations, Employment Law, FMLA, Deferred Compensation, EEOC, Succession Planning, Employee Engagement, Talent Management, Performance Management, Executive Pay, Organizational..., HR Policies, Human Resources, Leadership, Strategy, Training, Workforce Planning, Litigation Management, Onboarding
Education
Stetson University College of Law 1997 — 1999
JD, Law
University of Florida 1994 — 1996
B.A., Sociology
Tony Potts's Wells Fargo & Company Experience 2009 - Present
Job SVP, Director Financial Advisor Marketing, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo & Company 2009 - Present
Wachovia Bank 2004 - 2009
Enterprise IG May 2000 - August 2004
Bank of America January 1996 - May 2000
Skills
Leadership, Marketing, Analysis, Program Management, Budgets, Integrated Marketing, Strategy, Telecommunications, Direct Marketing, Financial Services, Brand Management, Marketing Communications, Brand Development, Marketing Strategy, Creative Direction, Banking, Direct Mail, Segmentation, CRM, Email Marketing
Education
Truman State University 1982 — 1989
Wells Fargo Advisors January 2015 - Present
Wells Fargo & Company 2009 - Present
Wachovia Bank 2004 - 2009
Enterprise IG May 2000 - August 2004
Bank of America January 1996 - May 2000
Skills
Leadership, Marketing, Analysis, Program Management, Budgets, Integrated Marketing, Strategy, Telecommunications, Direct Marketing, Financial Services, Brand Management, Marketing Communications, Brand Development, Marketing Strategy, Creative Direction, Banking, Direct Mail, Segmentation, CRM, Email Marketing
Education
Truman State University 1982 — 1989
Jim Richardson's Wells Fargo & Company Experience June 2010 - Present
Job Vice President Manager, Enterprise Meeting and Events at Wells Fargo & Company
Industry Events Services
Experience
Wells Fargo & Company June 2010 - Present
MAC Meetings & Events February 2007 - June 2010
MAC Meetings & Events 2007 - June 2010
Saint Louis Science Center May 1994 - May 2006
Skills
Event Management, Management, Leadership, Strategic Planning, Sponsorship, Trade Shows, Relationship Marketing, Meeting Planning, Corporate Events, Social Media Marketing, Customer Service, Marketing Communications, New Business Development, Sales, Brand Management, Event Planning, Marketing, Hospitality, Account Management, Creative Direction, Marketing Strategy, Conferences, Change Management
Education
Southern Illinois University, Edwardsville 1984 — 1990
Wells Fargo & Company June 2010 - Present
MAC Meetings & Events February 2007 - June 2010
MAC Meetings & Events 2007 - June 2010
Saint Louis Science Center May 1994 - May 2006
Skills
Event Management, Management, Leadership, Strategic Planning, Sponsorship, Trade Shows, Relationship Marketing, Meeting Planning, Corporate Events, Social Media Marketing, Customer Service, Marketing Communications, New Business Development, Sales, Brand Management, Event Planning, Marketing, Hospitality, Account Management, Creative Direction, Marketing Strategy, Conferences, Change Management
Education
Southern Illinois University, Edwardsville 1984 — 1990
Michelle Di Gangi's Wells Fargo & Company Experience 1983 - 2005
Job EVP, Director of Small and MidSize Enterprise Banking at Bank of the West
Industry Financial Services
Experience
Bank of the West May 2008 - Present
Greater Bay Bank, N.A. October 2005 - April 2008
Wells Fargo Bank 1983 - 2005
Wells Fargo & Company 1983 - 2005
Skills
Loans, Banking, Credit, Commercial Banking, Portfolio Management, Commercial Lending, Underwriting, Cash Management, Credit Analysis, Risk Management, Financial Analysis, Treasury Management, Asset Based Lending, Small Business Lending, Financial Services, Financial Modeling, Mergers, Mortgage Lending, Financial Risk, Relationship Management, Retail Banking, Credit Risk, Lines Of Credit, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
Master of Business Administration (MBA), Finance and Marketing
Bank of the West May 2008 - Present
Greater Bay Bank, N.A. October 2005 - April 2008
Wells Fargo Bank 1983 - 2005
Wells Fargo & Company 1983 - 2005
Skills
Loans, Banking, Credit, Commercial Banking, Portfolio Management, Commercial Lending, Underwriting, Cash Management, Credit Analysis, Risk Management, Financial Analysis, Treasury Management, Asset Based Lending, Small Business Lending, Financial Services, Financial Modeling, Mergers, Mortgage Lending, Financial Risk, Relationship Management, Retail Banking, Credit Risk, Lines Of Credit, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
Master of Business Administration (MBA), Finance and Marketing
Fauzia Shaik's Wells Fargo & Company Experience August 2006 - Present
Job Senior DBA at Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo & Company August 2006 - Present
Globalcase Technologies, Inc. April 2002 - August 2006
Skills
Data Modeling, Business Analysis, SQL, SDLC, Visio, Business Objects, Microsoft SQL Server, Data Warehousing, Business Intelligence, ETL, T-SQL, Oracle, DB2, Enterprise Architecture, Requirements Gathering, Database Administration, Process Improvement, Requirements Analysis, Sharepoint 2013
Education
DOEACC (MCA) 1997 — 2001
B Level, Masters in Computers
Osmania University 1994 — 1997
Bachelors, Accounting
Wells Fargo & Company August 2006 - Present
Globalcase Technologies, Inc. April 2002 - August 2006
Skills
Data Modeling, Business Analysis, SQL, SDLC, Visio, Business Objects, Microsoft SQL Server, Data Warehousing, Business Intelligence, ETL, T-SQL, Oracle, DB2, Enterprise Architecture, Requirements Gathering, Database Administration, Process Improvement, Requirements Analysis, Sharepoint 2013
Education
DOEACC (MCA) 1997 — 2001
B Level, Masters in Computers
Osmania University 1994 — 1997
Bachelors, Accounting
Gregg Napoli's Wells Fargo & Company Experience July 1998 - Present
Job EVP, Manager at Wells Fargo & Company
Industry Banking
Experience
Wells Fargo & Company July 1998 - Present
Thomas Cook Foreign Exchange October 1987 - June 1998
DHL Worldwide Courier Express February 1983 - May 1986
Education
Thunderbird School of Global Management 1986 — 1987
Master of Business Administration (M.B.A.), Finance and Accounting
University of Washington 1980 — 1985
Bachelor’s Degree, International Trade and Investment
Wells Fargo & Company July 1998 - Present
Thomas Cook Foreign Exchange October 1987 - June 1998
DHL Worldwide Courier Express February 1983 - May 1986
Education
Thunderbird School of Global Management 1986 — 1987
Master of Business Administration (M.B.A.), Finance and Accounting
University of Washington 1980 — 1985
Bachelor’s Degree, International Trade and Investment
Christine McGeever's Wells Fargo & Company Experience July 2014 - December 2014
Job Collaborative Editing, Content Strategy, Writing, and Consulting
Industry Writing and Editing
Experience
Wells Fargo & Company July 2014 - December 2014
Genentech November 2012 - May 2014
ICF International September 2008 - June 2012
RetroCom Energy Strategies August 2007 - September 2008
NORESCO July 2003 - August 2007
Matthew Quint Public Relations February 2002 - July 2003
Sybex Computer Books & international affiliates 2000 - 2001
Computerworld 1998 - 2001
Annual Reviews 1998 - 1999
Visual Basic Programmer's Journal 1993 - 1998
Skills
Copy Editing, Technical Writing, Proposal Writing, Editing, Copywriting, Corporate Communications, Publications, Newsletters, Web Content, Proofreading, Press Releases, Editorial, Content Management, Content Development, Journalism, Content Strategy, Blogging, Web Content Management, Strategic Communications, Publishing, Media Relations, Internal Communications, Feature Articles, News Writing, Magazines, Publicity, Newspapers, WordPress, Books, New Media
Education
San Jose State University 1980 — 1983
Bachelor's, Journalism
Wells Fargo & Company July 2014 - December 2014
Genentech November 2012 - May 2014
ICF International September 2008 - June 2012
RetroCom Energy Strategies August 2007 - September 2008
NORESCO July 2003 - August 2007
Matthew Quint Public Relations February 2002 - July 2003
Sybex Computer Books & international affiliates 2000 - 2001
Computerworld 1998 - 2001
Annual Reviews 1998 - 1999
Visual Basic Programmer's Journal 1993 - 1998
Skills
Copy Editing, Technical Writing, Proposal Writing, Editing, Copywriting, Corporate Communications, Publications, Newsletters, Web Content, Proofreading, Press Releases, Editorial, Content Management, Content Development, Journalism, Content Strategy, Blogging, Web Content Management, Strategic Communications, Publishing, Media Relations, Internal Communications, Feature Articles, News Writing, Magazines, Publicity, Newspapers, WordPress, Books, New Media
Education
San Jose State University 1980 — 1983
Bachelor's, Journalism
Earl Davis's Wells Fargo & Company Experience August 2009 - September 2012
Job Experienced Finance and Banking Professional
Industry Computer Software
Experience
Wells Fargo October 2013 - Present
Model N October 2012 - October 2013
WELLS FARGO & COMPANY August 2009 - September 2012
WELLS FARGO & COMPANY March 2007 - August 2009
WELLS FARGO & COMPANY September 2006 - March 2007
Wind River 2005 - 2006
Agilent Technologies 2001 - 2005
Skills
Banking, Financial Modeling, Financial Analysis, Credit, Restructuring, Real Estate Economics
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance and Strategy
University of California, Los Angeles 1990 — 1995
Bachelor's degree, Economics
Loyola High School
Wells Fargo October 2013 - Present
Model N October 2012 - October 2013
WELLS FARGO & COMPANY August 2009 - September 2012
WELLS FARGO & COMPANY March 2007 - August 2009
WELLS FARGO & COMPANY September 2006 - March 2007
Wind River 2005 - 2006
Agilent Technologies 2001 - 2005
Skills
Banking, Financial Modeling, Financial Analysis, Credit, Restructuring, Real Estate Economics
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance and Strategy
University of California, Los Angeles 1990 — 1995
Bachelor's degree, Economics
Loyola High School
Tim G. Shortt's Wells Fargo & Company Experience March 2007 - Present
Job Regional Director at Wells Fargo & Company
Industry Banking
Experience
Wells Fargo & Company March 2007 - Present
Union Bank (The Bank of Tokyo-Mitsubishi UFJ, Ltd.) 1993 - 2007
Skills
Series 63, Financial Services, Series 7, Asset Management, Management Consulting, Retirement, Investment Strategies, Retirement Planning, Mutual Funds, Pensions, Investments, 401k, Defined Benefit, Retirement Plan..., ERISA, Wealth Management, Series 6, Strategic Financial..., Marketing, Asset Allocation, Business Planning, Investment Advisory, Mergers & Acquisitions, Portfolio Management, Risk Management, Strategic Planning, Securities, Financial Planning
Education
Northwood University 1980 — 1984
Business Administration and Management, General
Wells Fargo & Company March 2007 - Present
Union Bank (The Bank of Tokyo-Mitsubishi UFJ, Ltd.) 1993 - 2007
Skills
Series 63, Financial Services, Series 7, Asset Management, Management Consulting, Retirement, Investment Strategies, Retirement Planning, Mutual Funds, Pensions, Investments, 401k, Defined Benefit, Retirement Plan..., ERISA, Wealth Management, Series 6, Strategic Financial..., Marketing, Asset Allocation, Business Planning, Investment Advisory, Mergers & Acquisitions, Portfolio Management, Risk Management, Strategic Planning, Securities, Financial Planning
Education
Northwood University 1980 — 1984
Business Administration and Management, General
Vince Altamura's Wells Fargo & Company Experience April 1994 - Present
Job SVP and Managing Council at Wells Fargo
Industry Financial Services
Experience
Wells Fargo & Company April 1994 - Present
Skills
Securities, Mergers & Acquisitions, Fixed Income, Strategic Planning, Capital Markets, Corporate Finance, Banking, Management, Mortgage Lending, Risk Management, Due Diligence, Private Equity, FINRA, Corporate Governance, Credit, Corporate Law, Real Estate, Financial Services, Asset Management, Loans, Investments
Education
Stanford University Law School 1983 — 1986
Doctor of Law (J.D.)
New York University 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo & Company April 1994 - Present
Skills
Securities, Mergers & Acquisitions, Fixed Income, Strategic Planning, Capital Markets, Corporate Finance, Banking, Management, Mortgage Lending, Risk Management, Due Diligence, Private Equity, FINRA, Corporate Governance, Credit, Corporate Law, Real Estate, Financial Services, Asset Management, Loans, Investments
Education
Stanford University Law School 1983 — 1986
Doctor of Law (J.D.)
New York University 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Benjamin Chin, PMP SCPM's Wells Fargo & Company Experience 2009 - 2011
Job Technical Project Manager Consultant at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab 2015 - Present
Visa 2013 - 2015
Visa 2012 - 2013
Bank of America 2011 - 2012
Wells Fargo & Company 2009 - 2011
Charles Schwab & Co., Inc. 2002 - 2009
Charles Schwab & Co., Inc. 1999 - 2002
Pacific Gas and Electric Company 1999 - 1999
Fleming Companies 1998 - 1999
Pacific Bell 1996 - 1998
Education
San Francisco State University 1984 — 1988
BS, Computer Information Systems
Charles Schwab 2015 - Present
Visa 2013 - 2015
Visa 2012 - 2013
Bank of America 2011 - 2012
Wells Fargo & Company 2009 - 2011
Charles Schwab & Co., Inc. 2002 - 2009
Charles Schwab & Co., Inc. 1999 - 2002
Pacific Gas and Electric Company 1999 - 1999
Fleming Companies 1998 - 1999
Pacific Bell 1996 - 1998
Education
San Francisco State University 1984 — 1988
BS, Computer Information Systems
Ed Povlinski's Wells Fargo & Company Experience June 2002 - Present
Job Assistant Vice President/Regional Emergency Manager, Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo & Company June 2002 - Present
Metropolitan Emergency Managers Association June 2011 - Present
MNVOAD January 2012 - Present
P2CAT 2010 - Present
Minneapolis Emergency PrepareFair September 2010 - Present
Shoreview, MN Public Safety Committee 2014 - 2014
MN InfraGard 2005 - 2013
Skills
Risk Management, Risk Assessment, Business Continuity, Emergency Management, Operational Risk..., Program Management, Crisis Management, Strategic Planning, Public Speaking, Team Building, Business Continuity..., Operations Management, Leadership Development, Process Improvement, Physical Security, Project Planning, Non-profits, Government, Team Leadership, Disaster Recovery, Enterprise Risk..., System Administration, Nonprofits, Operational Risk, Security, Information Security..., Supervisory Skills, Leadership, Emergency Services, Governance, Management, Training, Analysis, Banking, Investigation, Private Investigations, Security Audits, Risk Analysis, Security Management, Information Security
Education
Purdue University Calumet 1980 — 1986
Wells Fargo & Company June 2002 - Present
Metropolitan Emergency Managers Association June 2011 - Present
MNVOAD January 2012 - Present
P2CAT 2010 - Present
Minneapolis Emergency PrepareFair September 2010 - Present
Shoreview, MN Public Safety Committee 2014 - 2014
MN InfraGard 2005 - 2013
Skills
Risk Management, Risk Assessment, Business Continuity, Emergency Management, Operational Risk..., Program Management, Crisis Management, Strategic Planning, Public Speaking, Team Building, Business Continuity..., Operations Management, Leadership Development, Process Improvement, Physical Security, Project Planning, Non-profits, Government, Team Leadership, Disaster Recovery, Enterprise Risk..., System Administration, Nonprofits, Operational Risk, Security, Information Security..., Supervisory Skills, Leadership, Emergency Services, Governance, Management, Training, Analysis, Banking, Investigation, Private Investigations, Security Audits, Risk Analysis, Security Management, Information Security
Education
Purdue University Calumet 1980 — 1986
Steve Sherrill's Wells Fargo & Company Experience 1996 - 2004
Job Soution Center Manager at DSI Systems Inc.
Industry Financial Services
Experience
DSI Systems Inc. January 2014 - Present
Texas Press Clipping Bureau July 2012 - January 2014
Capital One Bank September 2009 - July 2012
Fidelity Investments June 2008 - February 2009
IndyMac Bank June 2005 - January 2008
Wells Fargo & Company 1996 - 2004
Skills
Change Management, Credit, Loans, Vendor Management, Workforce Management, Process Improvement, Customer Satisfaction, Relationship Management, IVR, Outsourcing, Team Leadership, Problem Resolution, Sales Coaching, Mentoring Of Staff, Performance Management, Call Centers, Sales Motivation, Management, Strategy, Business Coaching, Leadership, Mentoring
Education
Northern State University
DSI Systems Inc. January 2014 - Present
Texas Press Clipping Bureau July 2012 - January 2014
Capital One Bank September 2009 - July 2012
Fidelity Investments June 2008 - February 2009
IndyMac Bank June 2005 - January 2008
Wells Fargo & Company 1996 - 2004
Skills
Change Management, Credit, Loans, Vendor Management, Workforce Management, Process Improvement, Customer Satisfaction, Relationship Management, IVR, Outsourcing, Team Leadership, Problem Resolution, Sales Coaching, Mentoring Of Staff, Performance Management, Call Centers, Sales Motivation, Management, Strategy, Business Coaching, Leadership, Mentoring
Education
Northern State University
Shibani K. Malhotra's Wells Fargo & Company Experience 2000 - 2001
Job
Industry Internet
Experience
Salesforce 2015 - Present
Independent 2014 - 2015
MakerBot® 2013 - 2014
Eurasia Group 2010 - 2013
Deloitte Consulting 2006 - 2010
Overseas Private Investment Corporation 2005 - 2005
Cost Plus World Market, Inc. 2003 - 2004
Wells Fargo & Company 2000 - 2001
Education
New York University 2011 — 2012
Certificate
The George Washington University - School of Business 2004 — 2006
MBA
The George Washington University - Elliott School of International Affairs 2005 — 2006
MA
University of California, San Diego 1999 — 2002
dual-BA
Universitat de Barcelona
Salesforce 2015 - Present
Independent 2014 - 2015
MakerBot® 2013 - 2014
Eurasia Group 2010 - 2013
Deloitte Consulting 2006 - 2010
Overseas Private Investment Corporation 2005 - 2005
Cost Plus World Market, Inc. 2003 - 2004
Wells Fargo & Company 2000 - 2001
Education
New York University 2011 — 2012
Certificate
The George Washington University - School of Business 2004 — 2006
MBA
The George Washington University - Elliott School of International Affairs 2005 — 2006
MA
University of California, San Diego 1999 — 2002
dual-BA
Universitat de Barcelona
Traci Nguyen's Wells Fargo & Company Experience May 2005 - October 2011
Job VP, Product Manager, Digital Security Strategy, Digital Channels Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo November 2011 - July 2013
Wells Fargo & Company May 2005 - October 2011
Franklin Templeton Investments 2002 - 2005
Dreyfus 2000 - 2002
Neuberger Berman 1998 - 2000
T. Rowe Price 1997 - 1998
T Rowe Price 1996 - 1997
Skills
Product Development, Product Strategy, Vendor Management, Marketing Strategy, Strategy Development, Competitive Analysis, Product Marketing, Pattern Recognition, Business Analysis, Business Case..., Analytics, Multi-channel Marketing, Marketing Communications, Marketing Management, Internet, Mobile, Marketing, Product Management, Strategy, Customer Acquisition, Mobile Devices, Cross-functional Team..., Strategic Partnerships
Education
JFK.
University of Maryland College Park
Bachelor of Science (B.S.), Finance and Marketing
Wells Fargo July 2013 - Present
Wells Fargo November 2011 - July 2013
Wells Fargo & Company May 2005 - October 2011
Franklin Templeton Investments 2002 - 2005
Dreyfus 2000 - 2002
Neuberger Berman 1998 - 2000
T. Rowe Price 1997 - 1998
T Rowe Price 1996 - 1997
Skills
Product Development, Product Strategy, Vendor Management, Marketing Strategy, Strategy Development, Competitive Analysis, Product Marketing, Pattern Recognition, Business Analysis, Business Case..., Analytics, Multi-channel Marketing, Marketing Communications, Marketing Management, Internet, Mobile, Marketing, Product Management, Strategy, Customer Acquisition, Mobile Devices, Cross-functional Team..., Strategic Partnerships
Education
JFK.
University of Maryland College Park
Bachelor of Science (B.S.), Finance and Marketing
Veronica Cai's Wells Fargo & Company Experience 1994 - 1998
Job Associate Director at Ernst & Young
Industry Accounting
Experience
E & Y Associate DirectorErnst & YoungApril 2008 - Present
Wells Fargo & Company 1994 - 1998
Education
San Francisco State University 1993 — 1998
E & Y Associate DirectorErnst & YoungApril 2008 - Present
Wells Fargo & Company 1994 - 1998
Education
San Francisco State University 1993 — 1998
Patty Pannkuk's Wells Fargo & Company Experience January 2009 - Present
Job Senior Vice President, Team Member Philanthropy at Wells Fargo
Industry Financial Services
Experience
Wells Fargo & Company January 2009 - Present
Wells Fargo Bank January 2005 - January 2009
Wells Fargo March 2001 - December 2004
Marquette Financial Companies June 2000 - December 2002
Honeywell Aerospace February 1999 - June 2000
US Banccorp (FKA Firstar Bank) May 1988 - January 1999
Skills
Strategic Planning, Program Management, Public Speaking, Event Planning, Non-profits, Community Development, Nonprofits, Fundraising, Social Media, Government, Change Management, Corporate Communications, Public Relations, Strategic Communications, Leadership, Marketing Communications, Strategy, Leadership Development, Training, Media Relations, Organizational..., Marketing, Internal Communications, Volunteer Management, Community Outreach, Coaching, Event Management
Education
St. Catherine University 2012 — 2013
Master's Certificate, Organizational Leadership
University of Iowa
BA, Journalism & Mass Communications
Wells Fargo & Company January 2009 - Present
Wells Fargo Bank January 2005 - January 2009
Wells Fargo March 2001 - December 2004
Marquette Financial Companies June 2000 - December 2002
Honeywell Aerospace February 1999 - June 2000
US Banccorp (FKA Firstar Bank) May 1988 - January 1999
Skills
Strategic Planning, Program Management, Public Speaking, Event Planning, Non-profits, Community Development, Nonprofits, Fundraising, Social Media, Government, Change Management, Corporate Communications, Public Relations, Strategic Communications, Leadership, Marketing Communications, Strategy, Leadership Development, Training, Media Relations, Organizational..., Marketing, Internal Communications, Volunteer Management, Community Outreach, Coaching, Event Management
Education
St. Catherine University 2012 — 2013
Master's Certificate, Organizational Leadership
University of Iowa
BA, Journalism & Mass Communications
Paul Bjerke's Wells Fargo & Company Experience January 2000 - January 2001
Job Fraud and Risk Products Leader at Deluxe Corporation
Industry Financial Services
Experience
Deluxe Corporation January 2015 - Present
IBM January 2014 - January 2015
Target Corp June 2010 - January 2014
FIS March 2002 - May 2010
U.S. Bank January 2001 - March 2002
Wells Fargo & Company January 2000 - January 2001
U.S. Bank January 1997 - January 2000
Credit Cycle Management January 1996 - January 1997
US Bank January 1995 - January 1996
U.S. Bank January 1994 - January 1995
Skills
Risk, Portfolio Management, Pricing, Fraud, Credit, Credit Cards, Payments, Compliance, Product Management, Risk Management, Electronic Payments, AML, Fraud Prevention, Cards, E-commerce, Retail Banking, Mergers, Credit Risk, Financial Risk, Management, Mergers & Acquisitions, Cross-functional Team..., Strategy, Mobile Payments, Budgets, Enterprise Risk..., Financial Services, Banking, Product Marketing, Product Launch, Forecasting, Executive Management, Strategic Planning, Analytics, Debit Cards, Relationship Management, Finance, Due Diligence, Vendor Management, Account Management, Training, Strategic Partnerships, Payment Systems, Sales, Business Analysis, P&L Management, Competitive Analysis, Direct Marketing, Analysis, Governance
Education
University of Minnesota 1991 — 1993
MBA, Finance Concentration
American Institute of Banking 1990 — 1991
Diploma, Commercial Lending and General Banking
North Dakota State University 1985 — 1990
B.S, Business Administration
Deluxe Corporation January 2015 - Present
IBM January 2014 - January 2015
Target Corp June 2010 - January 2014
FIS March 2002 - May 2010
U.S. Bank January 2001 - March 2002
Wells Fargo & Company January 2000 - January 2001
U.S. Bank January 1997 - January 2000
Credit Cycle Management January 1996 - January 1997
US Bank January 1995 - January 1996
U.S. Bank January 1994 - January 1995
Skills
Risk, Portfolio Management, Pricing, Fraud, Credit, Credit Cards, Payments, Compliance, Product Management, Risk Management, Electronic Payments, AML, Fraud Prevention, Cards, E-commerce, Retail Banking, Mergers, Credit Risk, Financial Risk, Management, Mergers & Acquisitions, Cross-functional Team..., Strategy, Mobile Payments, Budgets, Enterprise Risk..., Financial Services, Banking, Product Marketing, Product Launch, Forecasting, Executive Management, Strategic Planning, Analytics, Debit Cards, Relationship Management, Finance, Due Diligence, Vendor Management, Account Management, Training, Strategic Partnerships, Payment Systems, Sales, Business Analysis, P&L Management, Competitive Analysis, Direct Marketing, Analysis, Governance
Education
University of Minnesota 1991 — 1993
MBA, Finance Concentration
American Institute of Banking 1990 — 1991
Diploma, Commercial Lending and General Banking
North Dakota State University 1985 — 1990
B.S, Business Administration
Richard DeKaser's Wells Fargo & Company Experience July 2012 - Present
Job EVP & Corporate Economist at Wells Fargo
Industry Banking
Experience
Wells Fargo & Company July 2012 - Present
The Parthenon Group October 2010 - June 2012
Woodley Park Research March 2009 - October 2010
National City Corporation October 1999 - March 2009
Bank of Boston 1990 - 1999
Skills
Strategy, Private Equity, Finance, Risk Management, Financial Services, Financial Modeling, Economics, Valuation, Insurance, Financial Analysis, Portfolio Management, Due Diligence, Econometrics, Banking, Investments
Education
New York University 1979 — 1985
BA & MA, Economics
Wells Fargo & Company July 2012 - Present
The Parthenon Group October 2010 - June 2012
Woodley Park Research March 2009 - October 2010
National City Corporation October 1999 - March 2009
Bank of Boston 1990 - 1999
Skills
Strategy, Private Equity, Finance, Risk Management, Financial Services, Financial Modeling, Economics, Valuation, Insurance, Financial Analysis, Portfolio Management, Due Diligence, Econometrics, Banking, Investments
Education
New York University 1979 — 1985
BA & MA, Economics
Emma Clifford's Wells Fargo & Company Experience September 2010 - June 2013
Job Portfolio Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
WELLS FARGO & COMPANY September 2010 - June 2013
WELLS FARGO & COMPANY May 2010 - September 2010
WELLS FARGO & COMPANY May 2007 - May 2010
Carlson Brand Enterprise January 2007 - December 2007
Honeywell February 2006 - September 2006
Skills
Financial Analysis, Credit, Financial Modeling, Portfolio Management, Credit Analysis, Relationship Management, Corporate Finance, Banking, Financial Services, Management
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance and Marketing
University of Minnesota - Carlson School of Management
Bachelor of Science, Business; Finance and Marketing
Wells Fargo June 2013 - Present
WELLS FARGO & COMPANY September 2010 - June 2013
WELLS FARGO & COMPANY May 2010 - September 2010
WELLS FARGO & COMPANY May 2007 - May 2010
Carlson Brand Enterprise January 2007 - December 2007
Honeywell February 2006 - September 2006
Skills
Financial Analysis, Credit, Financial Modeling, Portfolio Management, Credit Analysis, Relationship Management, Corporate Finance, Banking, Financial Services, Management
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance and Marketing
University of Minnesota - Carlson School of Management
Bachelor of Science, Business; Finance and Marketing
Tom Levandowski's Wells Fargo & Company Experience 1994 - Present
Job Senior Company Counsel, Wells Fargo
Industry Banking
Experience
Wells Fargo & Company 1994 - Present
National Student Clearinghouse 2012 - 2014
Skills
Credit, Financial Services, Risk Management, Consumer Lending, Mortgage Lending, Banking, Team Building, Underwriting, Loans, Commercial Lending, Management, Mergers & Acquisitions, Process Improvement, Strategic Planning, Finance, Public Speaking, Portfolio Management, Project Management, Securities, Leadership, Capital Markets, Business Analysis, Mortgage Banking, Financial Analysis, Credit Analysis, Due Diligence, Sales, Vendor Management, Program Management, Corporate Governance, Relationship Management
Education
St. John's University
Wells Fargo & Company 1994 - Present
National Student Clearinghouse 2012 - 2014
Skills
Credit, Financial Services, Risk Management, Consumer Lending, Mortgage Lending, Banking, Team Building, Underwriting, Loans, Commercial Lending, Management, Mergers & Acquisitions, Process Improvement, Strategic Planning, Finance, Public Speaking, Portfolio Management, Project Management, Securities, Leadership, Capital Markets, Business Analysis, Mortgage Banking, Financial Analysis, Credit Analysis, Due Diligence, Sales, Vendor Management, Program Management, Corporate Governance, Relationship Management
Education
St. John's University
Chris Cingari's Wells Fargo & Company Experience April 2005 - August 2007
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2014 - Present
Jefferies & Company June 2010 - March 2014
Van Eck Global August 2007 - June 2010
Wells Fargo & Company April 2005 - August 2007
Renaissance Restoration Incorporated September 2003 - January 2005
TD Waterhouse Investors Services June 2000 - September 2003
Skills
Series 7, Alternative Investments, Mutual Funds, Series 63, Equities, Fixed Income, Hedge Funds, Securities, Investment Strategies, ETFs, Asset Allocation, Bloomberg, Asset Management, Investment Management
Education
Stony Brook University 1996 — 2000
BA, Economics
OppenheimerFunds June 2014 - Present
Jefferies & Company June 2010 - March 2014
Van Eck Global August 2007 - June 2010
Wells Fargo & Company April 2005 - August 2007
Renaissance Restoration Incorporated September 2003 - January 2005
TD Waterhouse Investors Services June 2000 - September 2003
Skills
Series 7, Alternative Investments, Mutual Funds, Series 63, Equities, Fixed Income, Hedge Funds, Securities, Investment Strategies, ETFs, Asset Allocation, Bloomberg, Asset Management, Investment Management
Education
Stony Brook University 1996 — 2000
BA, Economics
Keith Kan's Wells Fargo & Company Experience December 2012 - Present
Job Analyst at Wells Fargo & Company
Industry Banking
Experience
Wells Fargo & Company December 2012 - Present
MGM Studios May 2011 - June 2012
Skills
Financial Analysis, Financial Modeling, Accounting, Forecasting, Finance, Financial Reporting, Corporate Finance, Investments, Valuation, Strategic Financial..., Internal Controls, Portfolio Management
Education
University of California, Los Angeles
Bachelor of Arts (BA), Business Economics and Accounting, Summa Cum Laude
Wells Fargo & Company December 2012 - Present
MGM Studios May 2011 - June 2012
Skills
Financial Analysis, Financial Modeling, Accounting, Forecasting, Finance, Financial Reporting, Corporate Finance, Investments, Valuation, Strategic Financial..., Internal Controls, Portfolio Management
Education
University of California, Los Angeles
Bachelor of Arts (BA), Business Economics and Accounting, Summa Cum Laude
James Crary's Wells Fargo & Company Experience January 2008 - July 2013
Job Accounting Supervisor at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2013 - Present
Wells Fargo & Company January 2008 - July 2013
Wells Fargo & Company September 2005 - December 2007
Wells Fargo & Company April 2001 - September 2005
Wells Fargo & Company August 2000 - April 2001
Wells Fargo & Company July 1999 - August 2000
Skills
FINRA Series 99 -..., Account Reconciliation, Accounting, Cash Management, Forecasting, General Ledger, Analysis, Investments, Variance Analysis, Bloomberg, Financial Risk, Budgets, Equities, Series 63, Management, Fixed Income, Financial Statements, Business Analysis, Strategic Planning, Financial Analysis, Bonds, FINRA, Mutual Funds, Securities, Banking
Education
St. Cloud State University 1996 — 1998
BS, Finance
Piper Jaffray July 2013 - Present
Wells Fargo & Company January 2008 - July 2013
Wells Fargo & Company September 2005 - December 2007
Wells Fargo & Company April 2001 - September 2005
Wells Fargo & Company August 2000 - April 2001
Wells Fargo & Company July 1999 - August 2000
Skills
FINRA Series 99 -..., Account Reconciliation, Accounting, Cash Management, Forecasting, General Ledger, Analysis, Investments, Variance Analysis, Bloomberg, Financial Risk, Budgets, Equities, Series 63, Management, Fixed Income, Financial Statements, Business Analysis, Strategic Planning, Financial Analysis, Bonds, FINRA, Mutual Funds, Securities, Banking
Education
St. Cloud State University 1996 — 1998
BS, Finance
Susan Loeffelholz's Wells Fargo & Company Experience December 2009 - August 2011
Job Creative Services Project Manager
Industry Marketing and Advertising
Experience
Medtronic Cardiac Rhythm and Heart Failure (CRHF) Diagnostics & Monitoring October 2014 - January 2015
Medtronic Cardiac Rhythm and Heart Failure (CRHF) January 2014 - October 2014
Target September 2013 - January 2014
Medtronic Cardiac Rhythm Disease Management (CRDM) November 2012 - May 2013
OptumInsight (part of UnitedHealth Group and formerly Ingenix) November 2011 - June 2012
Wells Fargo & Company December 2009 - August 2011
Medtronic Cardiac Rhythm Disease Management (CRDM) February 2008 - May 2009
American Medical Systems (AMS, Inc.) May 2007 - February 2008
American Financial Printing, Inc. (AFPI) February 2002 - December 2006
MacDermid ColorSpan July 1999 - February 2002
Skills
Project Management, Marketing Strategy, Product Launch, Integrated Marketing, Advertising, Marketing Communications, Corporate Communications, Direct Mail, Direct Marketing, Email Marketing, Marketing, CRM, Social Media Marketing, Brand Implementation, Print Production Process, Strategic Thinking, Cross-functional Team..., Leadership, Budgets, Online Marketing, Creative Direction, Layout, Corporate Branding, Online Advertising, Brand Engagement, Brand Activation, B2B, Marketing Management, Digital Marketing, Interactive Marketing, Project Planning, Illustrator, Photography, Art Direction, Brand Development, Brand Management, Mergers & Acquisitions
Education
Southern Illinois University, Carbondale 1991 — 1995
BA, Cinema and Photography
Medtronic Cardiac Rhythm and Heart Failure (CRHF) Diagnostics & Monitoring October 2014 - January 2015
Medtronic Cardiac Rhythm and Heart Failure (CRHF) January 2014 - October 2014
Target September 2013 - January 2014
Medtronic Cardiac Rhythm Disease Management (CRDM) November 2012 - May 2013
OptumInsight (part of UnitedHealth Group and formerly Ingenix) November 2011 - June 2012
Wells Fargo & Company December 2009 - August 2011
Medtronic Cardiac Rhythm Disease Management (CRDM) February 2008 - May 2009
American Medical Systems (AMS, Inc.) May 2007 - February 2008
American Financial Printing, Inc. (AFPI) February 2002 - December 2006
MacDermid ColorSpan July 1999 - February 2002
Skills
Project Management, Marketing Strategy, Product Launch, Integrated Marketing, Advertising, Marketing Communications, Corporate Communications, Direct Mail, Direct Marketing, Email Marketing, Marketing, CRM, Social Media Marketing, Brand Implementation, Print Production Process, Strategic Thinking, Cross-functional Team..., Leadership, Budgets, Online Marketing, Creative Direction, Layout, Corporate Branding, Online Advertising, Brand Engagement, Brand Activation, B2B, Marketing Management, Digital Marketing, Interactive Marketing, Project Planning, Illustrator, Photography, Art Direction, Brand Development, Brand Management, Mergers & Acquisitions
Education
Southern Illinois University, Carbondale 1991 — 1995
BA, Cinema and Photography
Barry Taylor-Brill's Wells Fargo & Company Experience December 2008 - Present
Job Managing Counsel
Industry Legal Services
Experience
Wells Fargo & Company December 2008 - Present
Wachovia Corporation December 1995 - December 2008
First Chicago Corporation June 1983 - January 1995
Education
Northwestern University School of Law 1980 — 1983
J.D., Law
University of Illinois at Urbana-Champaign 1975 — 1979
A.B., History
Wells Fargo & Company December 2008 - Present
Wachovia Corporation December 1995 - December 2008
First Chicago Corporation June 1983 - January 1995
Education
Northwestern University School of Law 1980 — 1983
J.D., Law
University of Illinois at Urbana-Champaign 1975 — 1979
A.B., History
Danice Desaulniers's Wells Fargo & Company Experience March 2010 - Present
Job at Wells Fargo & Company
Industry Investment Management
Experience
Wells Fargo & Company March 2010 - Present
Wells Fargo - Wealth, Brokerage & Retirement June 2009 - March 2010
Wells Fargo Funds Management October 2005 - May 2009
Wells Fargo Funds Management May 2002 - January 2005
Wells Fargo Private Client Services July 1999 - May 2002
Textainer 1992 - 1997
Education
University of California, Santa Barbara 1972 — 1976
B.A., English Literature
San Francisco State University
M.A., English Literature
Wells Fargo & Company March 2010 - Present
Wells Fargo - Wealth, Brokerage & Retirement June 2009 - March 2010
Wells Fargo Funds Management October 2005 - May 2009
Wells Fargo Funds Management May 2002 - January 2005
Wells Fargo Private Client Services July 1999 - May 2002
Textainer 1992 - 1997
Education
University of California, Santa Barbara 1972 — 1976
B.A., English Literature
San Francisco State University
M.A., English Literature
K. C. Kidder's Wells Fargo & Company Experience November 1976 - April 2011
Job Retired from Wells Fargo & Company
Industry Financial Services
Experience
N/A May 2013 - Present
Various for-profit and non-profit companies May 1985 - May 2014
Wells Fargo & Company November 1976 - April 2011
Holmbeck and Associates, Quality First Companies, and Wells Fargo Insurance May 1975 - December 1980
Insurance Company of North America April 1974 - October 1974
Skills
Financial Risk, Insurance, Banking, Enterprise Risk..., Portfolio Management, Property & Casualty..., Credit Risk, Financial Analysis, Investments, Operational Risk..., Operational Risk, Commercial Insurance, Mergers & Acquisitions, Capital Markets, Underwriting, Risk Management, Financial Services, Brokers, OFAC, Private Banking, ETFs, Securitization, Loan Servicing
Education
College of St. Catherine 1982 — 1986
Business Administration
N/A May 2013 - Present
Various for-profit and non-profit companies May 1985 - May 2014
Wells Fargo & Company November 1976 - April 2011
Holmbeck and Associates, Quality First Companies, and Wells Fargo Insurance May 1975 - December 1980
Insurance Company of North America April 1974 - October 1974
Skills
Financial Risk, Insurance, Banking, Enterprise Risk..., Portfolio Management, Property & Casualty..., Credit Risk, Financial Analysis, Investments, Operational Risk..., Operational Risk, Commercial Insurance, Mergers & Acquisitions, Capital Markets, Underwriting, Risk Management, Financial Services, Brokers, OFAC, Private Banking, ETFs, Securitization, Loan Servicing
Education
College of St. Catherine 1982 — 1986
Business Administration
Jay Cha, CIMA's Wells Fargo & Company Experience September 2008 - Present
Job Sr. Investment Analyst at Wells Fargo & Co
Industry Financial Services
Experience
Wells Fargo & Company September 2008 - Present
Wells Fargo & Company August 2003 - August 2008
Skills
Asset Allocation, Investments, Mutual Funds, Portfolio Management, Wealth Management, Due Diligence, Banking, Investment Management, Management, Series 7
Education
University of Minnesota-Twin Cities 1990 — 1995
Bachelor of Arts (B.A.), International Relations and Affairs, 3.0
Wells Fargo & Company September 2008 - Present
Wells Fargo & Company August 2003 - August 2008
Skills
Asset Allocation, Investments, Mutual Funds, Portfolio Management, Wealth Management, Due Diligence, Banking, Investment Management, Management, Series 7
Education
University of Minnesota-Twin Cities 1990 — 1995
Bachelor of Arts (B.A.), International Relations and Affairs, 3.0
Gene Sheih's Wells Fargo & Company Experience 2003 - Present
Job Vice President & Senior Counsel at Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo & Company 2003 - Present
Wells Fargo Financial, Inc., 2000 - 2003
Zelle, Hofmann, Voelbel, Mason & Gette LLP 1995 - 1999
Skills
Employment Law, Public Speaking, Social Media, Mediation, Negotiation, Dispute Resolution, Employee Training, Litigation, Employment Contracts, Discrimination, Alternative Dispute..., Class Actions, Human Resources, Legal Research, Torts, Legal Compliance, Legal Writing, Privacy Law, Corporate Governance, Corporate Law, Courts, Civil Litigation, Claim, Commercial Litigation
Education
University of Akron School of Law 1992 — 1995
J.D., Law
University of Illinois at Urbana-Champaign 1987 — 1992
Bachelor of Science (B.S.), Economics
Wells Fargo & Company 2003 - Present
Wells Fargo Financial, Inc., 2000 - 2003
Zelle, Hofmann, Voelbel, Mason & Gette LLP 1995 - 1999
Skills
Employment Law, Public Speaking, Social Media, Mediation, Negotiation, Dispute Resolution, Employee Training, Litigation, Employment Contracts, Discrimination, Alternative Dispute..., Class Actions, Human Resources, Legal Research, Torts, Legal Compliance, Legal Writing, Privacy Law, Corporate Governance, Corporate Law, Courts, Civil Litigation, Claim, Commercial Litigation
Education
University of Akron School of Law 1992 — 1995
J.D., Law
University of Illinois at Urbana-Champaign 1987 — 1992
Bachelor of Science (B.S.), Economics
Thomas Fameree's Wells Fargo & Company Experience 1992 - March 2011
Job Senior Vice President, Commercial Banking
Industry Banking
Experience
Wells Fargo Bank April 1992 - Present
Wells Fargo & Company 1992 - March 2011
M&I Bank May 1985 - April 1992
Skills
Banking, Commercial Banking
Education
St. Norbert College 1980 — 1984
BBA, Accounting
Wells Fargo Bank April 1992 - Present
Wells Fargo & Company 1992 - March 2011
M&I Bank May 1985 - April 1992
Skills
Banking, Commercial Banking
Education
St. Norbert College 1980 — 1984
BBA, Accounting
Carol Olney's Wells Fargo & Company Experience January 1999 - January 2003
Job Finance Analyst at Jackson Rancheria Casino & Hotel
Industry Gambling & Casinos
Experience
JACKSON RANCHERIA CASINO & HOTEL CONFERENCE CENTER September 2007 - October 2009
Jackson Rancheria Casino & Hotel June 2005 - October 2009
Jackson Rancheria Casino & Hotel June 2005 - September 2007
JACKSON RANCHERIA CASINO & HOTEL June 2005 - September 2007
Robert Half Management Resources October 2004 - December 2004
WELLS FARGO & COMPANY January 1999 - January 2003
Wells Fargo Bank 1999 - 2003
Wells Fargo Bank 1999 - 2003
Patelco Credit Union January 1998 - January 1999
BANK of AMERICA January 1990 - January 1998
Education
University of California, Santa Barbara 1975 — 1977
BA, Art History & Cultural Anth.
University of California, Berkeley
BA, Art History
JACKSON RANCHERIA CASINO & HOTEL CONFERENCE CENTER September 2007 - October 2009
Jackson Rancheria Casino & Hotel June 2005 - October 2009
Jackson Rancheria Casino & Hotel June 2005 - September 2007
JACKSON RANCHERIA CASINO & HOTEL June 2005 - September 2007
Robert Half Management Resources October 2004 - December 2004
WELLS FARGO & COMPANY January 1999 - January 2003
Wells Fargo Bank 1999 - 2003
Wells Fargo Bank 1999 - 2003
Patelco Credit Union January 1998 - January 1999
BANK of AMERICA January 1990 - January 1998
Education
University of California, Santa Barbara 1975 — 1977
BA, Art History & Cultural Anth.
University of California, Berkeley
BA, Art History
Stefan Lark's Wells Fargo & Company Experience April 2007 - November 2008
Job Associate Broker at Sotheby's International realty
Industry Financial Services
Experience
Sotheby's Internaitonal Realty July 2014 - Present
Santa Fe Mortgage August 2011 - Present
First Community Bank August 2009 - November 2010
Wells Fargo & Company April 2007 - November 2008
Aspen Mortgage, Inc January 1992 - January 2007
Skills
Underwriting, Mortgage Lending, Mortgage Banking, Mortgage, Credit, Mortgage Industry, Real Estate, Residential, First Time Home Buyers, Residential Homes, Sellers, Investment Properties, Refinance, Finance, Loans, FHA, Title Insurance, Sales, Investors, Foreclosures
Education
Community Advisory Board - Charter Bank 2005 — 2007
Escuela Internacional De Shamanismo Amazonico 2000 — 2000
University of Texas Austin / San Antonio 1979 — 1981
Real Estate Finance
The University of Texas at Austin
Real Estate / Finance
Sotheby's Internaitonal Realty July 2014 - Present
Santa Fe Mortgage August 2011 - Present
First Community Bank August 2009 - November 2010
Wells Fargo & Company April 2007 - November 2008
Aspen Mortgage, Inc January 1992 - January 2007
Skills
Underwriting, Mortgage Lending, Mortgage Banking, Mortgage, Credit, Mortgage Industry, Real Estate, Residential, First Time Home Buyers, Residential Homes, Sellers, Investment Properties, Refinance, Finance, Loans, FHA, Title Insurance, Sales, Investors, Foreclosures
Education
Community Advisory Board - Charter Bank 2005 — 2007
Escuela Internacional De Shamanismo Amazonico 2000 — 2000
University of Texas Austin / San Antonio 1979 — 1981
Real Estate Finance
The University of Texas at Austin
Real Estate / Finance
Tamie Carlson's Wells Fargo & Company Experience 1998 - Present
Job Project Manager/AVP at Wells Fargo & Company
Industry Banking
Experience
Wells Fargo & Company 1998 - Present
Wachovia, A Wells Fargo Company 1998 - December 2009
Glens Falls National Bank & Trust Co. January 1988 - November 1997
Skills
Six Sigma, Ergonomics, Microsoft Excel, Project Management, Microsoft Word, PowerPoint, Financial Analysis, Loans, Retail Banking, Employee Benefits
Education
Nassau Community College 1985 — 1987
Associate of Arts and Sciences (A.A.S.), Surgical Technology/Technologist
NYIT 1983 — 1985
Interior Design
Wells Fargo & Company 1998 - Present
Wachovia, A Wells Fargo Company 1998 - December 2009
Glens Falls National Bank & Trust Co. January 1988 - November 1997
Skills
Six Sigma, Ergonomics, Microsoft Excel, Project Management, Microsoft Word, PowerPoint, Financial Analysis, Loans, Retail Banking, Employee Benefits
Education
Nassau Community College 1985 — 1987
Associate of Arts and Sciences (A.A.S.), Surgical Technology/Technologist
NYIT 1983 — 1985
Interior Design
Jeff Moreno's Wells Fargo & Company Experience December 1998 - Present
Job Manager State & Local Tax at Wells Fargo & Co.
Industry Financial Services
Experience
Wells Fargo & Company December 1998 - Present
KPMG Peat Marwick LLP January 1997 - November 1998
State of Minnesota - Department of Revenue August 1993 - December 1996
State of Minnesota - Department of Revenue September 1987 - July 1993
Skills
Income Tax, Tax, Corporate Law, Corporate Tax, Sales Tax, Auditing, State Tax, Tax Research, Tax Law, Tax Accounting, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management
Master of Business Taxation
Mankato State University
Bachelor of Science, Accounting and Finance
Stillwater Senior High
Wells Fargo & Company December 1998 - Present
KPMG Peat Marwick LLP January 1997 - November 1998
State of Minnesota - Department of Revenue August 1993 - December 1996
State of Minnesota - Department of Revenue September 1987 - July 1993
Skills
Income Tax, Tax, Corporate Law, Corporate Tax, Sales Tax, Auditing, State Tax, Tax Research, Tax Law, Tax Accounting, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management
Master of Business Taxation
Mankato State University
Bachelor of Science, Accounting and Finance
Stillwater Senior High
Chris Sergeant's Wells Fargo & Company Experience September 2014 - Present
Job Accounting Governance and Oversight Manager Wells Fargo & Company
Industry Accounting
Experience
Wells Fargo & Company September 2014 - Present
Ingersoll Rand plc December 2011 - September 2014
Deloitte & Touche LLP September 2003 - December 2011
Skills
Auditing, SEC filings, Accounting, US GAAP, Consolidation, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, CPA, Internal Audit, Financial Reporting, Financial Accounting, Financial Statements, Revenue Recognition, External Audit, Statutory Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2003
Masters, Accountancy
University of Illinois at Urbana-Champaign 1997 — 2002
Bachelors, Economics
Wells Fargo & Company September 2014 - Present
Ingersoll Rand plc December 2011 - September 2014
Deloitte & Touche LLP September 2003 - December 2011
Skills
Auditing, SEC filings, Accounting, US GAAP, Consolidation, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, CPA, Internal Audit, Financial Reporting, Financial Accounting, Financial Statements, Revenue Recognition, External Audit, Statutory Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2003
Masters, Accountancy
University of Illinois at Urbana-Champaign 1997 — 2002
Bachelors, Economics
Katherine L. Holcomb's Wells Fargo & Company Experience January 1997 - May 2007
Job Trust and Estate Advisor at Comerica Bank & Trust, N. A.
Industry Financial Services
Experience
Comerica Bank & Trust, N. A. May 2007 - Present
Wells Fargo & Company January 1997 - May 2007
Skills
Estate Planning, Investments, Trusts, Securities, Wills, Leadership, Trust, Wealth Management..., Management, Wealth Management, Retirement Planning, Financial Advisory, Accounting, Coaching, Trust Services, Estate Law
Education
University of Arkansas at Fayetteville 1989 — 1994
BBA, Marketing
Comerica Bank & Trust, N. A. May 2007 - Present
Wells Fargo & Company January 1997 - May 2007
Skills
Estate Planning, Investments, Trusts, Securities, Wills, Leadership, Trust, Wealth Management..., Management, Wealth Management, Retirement Planning, Financial Advisory, Accounting, Coaching, Trust Services, Estate Law
Education
University of Arkansas at Fayetteville 1989 — 1994
BBA, Marketing
Melinda Mullenix Hood's Wells Fargo & Company Experience July 2012 - Present
Job Employee Relations Consultant at Wells Fargo Company
Industry Human Resources
Experience
Wells Fargo & Company July 2012 - Present
McNeilus Truck and Manufacturing, Inc. (Oshkosh Corporation) September 2010 - July 2012
Iowa Mold Tooling Co., Inc. (Oshkosh Corporation) November 2009 - September 2010
AgCareers.com April 2007 - November 2009
Wells Fargo & Company 2006 - 2007
Pioneer Hi-Bred Intl, Inc. - A DuPont Company 1998 - 2006
Skills
Employee Relations, Talent Acquisition, HRIS, Performance Management, Talent Management, Deferred Compensation, Succession Planning, HR Policies, Recruiting, Labor Relations, Human Resources, Leadership Development, Employee Engagement, College Recruiting, Employee Benefits
Education
Upper Iowa University 2000 — 2002
M.B.A., Organizational Development
Simpson College 1994 — 1998
B.A., Management & Marketing
Wells Fargo & Company July 2012 - Present
McNeilus Truck and Manufacturing, Inc. (Oshkosh Corporation) September 2010 - July 2012
Iowa Mold Tooling Co., Inc. (Oshkosh Corporation) November 2009 - September 2010
AgCareers.com April 2007 - November 2009
Wells Fargo & Company 2006 - 2007
Pioneer Hi-Bred Intl, Inc. - A DuPont Company 1998 - 2006
Skills
Employee Relations, Talent Acquisition, HRIS, Performance Management, Talent Management, Deferred Compensation, Succession Planning, HR Policies, Recruiting, Labor Relations, Human Resources, Leadership Development, Employee Engagement, College Recruiting, Employee Benefits
Education
Upper Iowa University 2000 — 2002
M.B.A., Organizational Development
Simpson College 1994 — 1998
B.A., Management & Marketing
Pauline Herter's Wells Fargo & Company Experience 1996 - 2004
Job Administrative Assistant at Canon Solutions America
Industry Printing
Experience
Canon Solutions America May 2013 - Present
Oce North America, a Canon Group 2009 - May 2013
Oce 2005 - 2009
Imagistics International 2004 - 2005
Wells Fargo & Company 1996 - 2004
Skills
Microsoft Office, OASIS, Salesforce.com, Document Management, Customer Service, Internet, Lotus Notes, Leadership, Office Management, Recruiting, Writing, Statistics, Executive Reporting, Event Management, Project Planning, Adobe Acrobat, Sales, Direct Sales, Sales Process, Sales Presentations, Facilitated Process, Organizational..., Account Management, Digital Printing, Cold Calling, Microsoft Excel, Customer Retention, PowerPoint, Customer Satisfaction, B2B, Microsoft Word, Outlook, Management, Office Administration, Sales Management, Sales Operations, Administrative...
Education
University of Redlands
Bachelor of Science, Business Management
Pasadena City College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Canon Solutions America May 2013 - Present
Oce North America, a Canon Group 2009 - May 2013
Oce 2005 - 2009
Imagistics International 2004 - 2005
Wells Fargo & Company 1996 - 2004
Skills
Microsoft Office, OASIS, Salesforce.com, Document Management, Customer Service, Internet, Lotus Notes, Leadership, Office Management, Recruiting, Writing, Statistics, Executive Reporting, Event Management, Project Planning, Adobe Acrobat, Sales, Direct Sales, Sales Process, Sales Presentations, Facilitated Process, Organizational..., Account Management, Digital Printing, Cold Calling, Microsoft Excel, Customer Retention, PowerPoint, Customer Satisfaction, B2B, Microsoft Word, Outlook, Management, Office Administration, Sales Management, Sales Operations, Administrative...
Education
University of Redlands
Bachelor of Science, Business Management
Pasadena City College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Jeannine Zahn's Wells Fargo & Company Experience September 2005 - Present
Job Corporate and Securities Attorney
Industry Law Practice
Experience
Wells Fargo & Company September 2005 - Present
Faegre & Benson LLP September 2000 - September 2005
Education
University of Minnesota Law School 1995 — 1998
JD
Valparaiso University 1991 — 1995
B.A., Political Science, Economics
Wells Fargo & Company September 2005 - Present
Faegre & Benson LLP September 2000 - September 2005
Education
University of Minnesota Law School 1995 — 1998
JD
Valparaiso University 1991 — 1995
B.A., Political Science, Economics
Eileen Goldsworthy, CPA's Wells Fargo & Company Experience May 2004 - Present
Job Wells Fargo & Company
Industry Banking
Experience
Wells Fargo & Company May 2004 - Present
Wells Fargo February 1998 - May 2004
Wells Fargo November 1994 - February 1998
The Calvert Group 1992 - 1994
Skills
Portfolio Management, Financial Analysis, GAAP, Accounting, Mutual Funds, Financial Statements, Financial Reporting, Financial Services
Education
Stetson University 1982 — 1987
Bachelor of Business Administration, Finance
Wells Fargo & Company May 2004 - Present
Wells Fargo February 1998 - May 2004
Wells Fargo November 1994 - February 1998
The Calvert Group 1992 - 1994
Skills
Portfolio Management, Financial Analysis, GAAP, Accounting, Mutual Funds, Financial Statements, Financial Reporting, Financial Services
Education
Stetson University 1982 — 1987
Bachelor of Business Administration, Finance
norfariza nuruddin's Wells Fargo & Company Experience January 2000 - December 2000
Job An MBA graduate from University of Phoenix
Industry Research
Experience
Wells Fargo Bank July 2002 - June 2004
Wells Fargo & Company January 2000 - December 2000
Skills
Research, Microsoft Word, Microsoft Excel, PowerPoint, Analysis, Data Analysis, General Problem Solving, Follow-through Skills, Analytical Skills, Building Relationships, Result Oriented, Fluent in English,...
Education
University of Phoenix 2004 — 2007
Master of Business Administration (MBA), Accounting and Business/Management
Metropolitan State University 1997 — 2003
Bachelor of Science (BS), Accounting and minor in Economics
Wells Fargo Bank July 2002 - June 2004
Wells Fargo & Company January 2000 - December 2000
Skills
Research, Microsoft Word, Microsoft Excel, PowerPoint, Analysis, Data Analysis, General Problem Solving, Follow-through Skills, Analytical Skills, Building Relationships, Result Oriented, Fluent in English,...
Education
University of Phoenix 2004 — 2007
Master of Business Administration (MBA), Accounting and Business/Management
Metropolitan State University 1997 — 2003
Bachelor of Science (BS), Accounting and minor in Economics
Cosette Conyers's Wells Fargo & Company Experience August 2003 - Present
Job Administrative Assistant at Wells Fargo & Company
Industry Banking
Experience
Wells Fargo & Company August 2003 - Present
BridgeNet Technologies January 2003 - April 2003
Marshall Fields October 2002 - February 2003
Accenture Software for P&C Insurance August 2000 - June 2002
University of Minnesota September 1999 - July 2000
AstraZeneca September 1996 - August 1999
University of Minnesota September 1994 - August 1996
Lexmark International, Inc. September 1993 - August 1994
IBM February 1979 - August 1993
Skills
Administrative Support, Data Entry, Customer Service, Team Leadership, Excellent Verbal and..., Travel, Budget Management, technical..., Program Coordination
Education
Rochester Community and Technical College 1974 — 1976
Associate of Arts (AA), Medical Administrative/Executive Assistant and Medical Secretary
Wells Fargo & Company August 2003 - Present
BridgeNet Technologies January 2003 - April 2003
Marshall Fields October 2002 - February 2003
Accenture Software for P&C Insurance August 2000 - June 2002
University of Minnesota September 1999 - July 2000
AstraZeneca September 1996 - August 1999
University of Minnesota September 1994 - August 1996
Lexmark International, Inc. September 1993 - August 1994
IBM February 1979 - August 1993
Skills
Administrative Support, Data Entry, Customer Service, Team Leadership, Excellent Verbal and..., Travel, Budget Management, technical..., Program Coordination
Education
Rochester Community and Technical College 1974 — 1976
Associate of Arts (AA), Medical Administrative/Executive Assistant and Medical Secretary
Chris Michalski's Wells Fargo & Company Experience October 1991 - July 2003
Job Regional President & Head of Retail Banking Southeast WI. Region at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank December 2010 - Present
Wells Fargo & Company . July 2003 - November 2010
Wells Fargo & Company October 1991 - July 2003
Skills
Mortgage Lending, Banking, Loans, Portfolio Management, Credit, Consumer Lending, Credit Analysis, Commercial Lending, Loan Origination, Executive Management, Sales Management, Commercial Banking, Lines Of Credit, Mortgage Banking, Retail Banking, Strategic Financial..., Leadership, Finance, Sales, Small Business, Refinance, Underwriting, Risk Management, Financial Services, Small Business Lending, Credit Cards, Cross Selling, Financial Risk, Credit Risk, Financial Analysis, Treasury Management, Cash Management, Relationship Management, Commercial Mortgages, Branch Management, SBA, Asset Based Lending
Education
Northern Illinois University 1987 — 1991
BS, Finance
BMO Harris Bank December 2010 - Present
Wells Fargo & Company . July 2003 - November 2010
Wells Fargo & Company October 1991 - July 2003
Skills
Mortgage Lending, Banking, Loans, Portfolio Management, Credit, Consumer Lending, Credit Analysis, Commercial Lending, Loan Origination, Executive Management, Sales Management, Commercial Banking, Lines Of Credit, Mortgage Banking, Retail Banking, Strategic Financial..., Leadership, Finance, Sales, Small Business, Refinance, Underwriting, Risk Management, Financial Services, Small Business Lending, Credit Cards, Cross Selling, Financial Risk, Credit Risk, Financial Analysis, Treasury Management, Cash Management, Relationship Management, Commercial Mortgages, Branch Management, SBA, Asset Based Lending
Education
Northern Illinois University 1987 — 1991
BS, Finance
Cynthia Swan's Wells Fargo & Company Experience
Job Senior Company Counsel at Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo & Company
Skills
Litigation, Corporate Law, Legal Writing
Education
William Mitchell College of Law 1979 — 1982
J.D.
University of North Carolina at Chapel Hill 1975 — 1977
M.A., English and American Literature
University of Minnesota-Twin Cities 1970 — 1974
B.A., English and French
Wells Fargo & Company
Skills
Litigation, Corporate Law, Legal Writing
Education
William Mitchell College of Law 1979 — 1982
J.D.
University of North Carolina at Chapel Hill 1975 — 1977
M.A., English and American Literature
University of Minnesota-Twin Cities 1970 — 1974
B.A., English and French
Mark Hager's Wells Fargo & Company Experience
Job Tax Counsel at Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo & Company
Skills
Tax, Corporate Tax, Risk Management, Mergers & Acquisitions
Education
University of Minnesota Law School 1980 — 1983
Doctor of Law (J.D.), Law
Wells Fargo & Company
Skills
Tax, Corporate Tax, Risk Management, Mergers & Acquisitions
Education
University of Minnesota Law School 1980 — 1983
Doctor of Law (J.D.), Law
Jill Messinger's Wells Fargo & Company Experience 1995 - 2000
Job
Industry Insurance
Experience
Signature Select LLC May 2012 - January 2014
Marsh USA, Inc. 2000 - 2010
Wells Fargo & Company 1995 - 2000
Bass & Miller, P.C./Pendleton and Sabian, P.C. 1991 - 1995
Education
Denver Paralegal Institute 1990 — 1991
Certificate, Paralegal
University of Denver 1987 — 1989
MIM, International Management
Wittenberg University 1982 — 1986
BA, East Asian Studies, Economics & Political Science
Signature Select LLC May 2012 - January 2014
Marsh USA, Inc. 2000 - 2010
Wells Fargo & Company 1995 - 2000
Bass & Miller, P.C./Pendleton and Sabian, P.C. 1991 - 1995
Education
Denver Paralegal Institute 1990 — 1991
Certificate, Paralegal
University of Denver 1987 — 1989
MIM, International Management
Wittenberg University 1982 — 1986
BA, East Asian Studies, Economics & Political Science
Dale Faught's Wells Fargo & Company Experience
Job Regional Private Banking Manager (Retired) at Wells Fargo & Company
Industry Banking
Experience
Wells Fargo & Company
Skills
Banking
Education
Michigan State University 1968 — 1970
Master of Business Administration (MBA), Accounting
Wells Fargo & Company
Skills
Banking
Education
Michigan State University 1968 — 1970
Master of Business Administration (MBA), Accounting
Ed Barbee's Wells Fargo & Company Experience July 2013 - Present
Job Senior Audit Leader at Wells Fargo & Company
Industry Insurance
Experience
Wells Fargo & Company July 2013 - Present
Freddie Mac (Pinnacle Companies) August 2012 - July 2013
Resources Global Professionals Inc. October 2011 - August 2012
BlueCross BlueShield of SC April 2008 - April 2011
Jefferson Wells International July 2005 - April 2008
Arthur Andersen, LLP July 1998 - October 2001
Education
Certified Public Accountant; South Carolina
Winthrop University 1992 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
Morehouse College 1988 — 1992
Bachelor of Arts (B.A.), Accounting and Business/Management
Wells Fargo & Company July 2013 - Present
Freddie Mac (Pinnacle Companies) August 2012 - July 2013
Resources Global Professionals Inc. October 2011 - August 2012
BlueCross BlueShield of SC April 2008 - April 2011
Jefferson Wells International July 2005 - April 2008
Arthur Andersen, LLP July 1998 - October 2001
Education
Certified Public Accountant; South Carolina
Winthrop University 1992 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
Morehouse College 1988 — 1992
Bachelor of Arts (B.A.), Accounting and Business/Management
Jennifer Junker's Wells Fargo & Company Experience March 2000 - April 2006
Job Managing Director of Trust and Wealth Management at Bank of the Ozarks
Industry Banking
Experience
GenSpring Family Offices April 2011 - December 2014
Shuffield, Lowman & Wilson, P.A. May 2006 - April 2011
Wells Fargo & Company March 2000 - April 2006
Skills
estate planning, charitable planning, fiduciary administration, Trust Services, Trusts, Wealth Management, Wealth, Estate Tax Planning, Financial Services, High Net Worth..., Tax, Individual Retirement..., Family Office Services, Gift Tax Planning, Generation-Skipping..., Trust Counsel, Nonprofits
Education
University of Florida - Fredric G. Levin College of Law 1992 — 1995
Doctor of Law (JD), Law
Wake Forest University 1988 — 1991
Bachelor of Arts (B.A.), English Literature and Speech Communications
GenSpring Family Offices April 2011 - December 2014
Shuffield, Lowman & Wilson, P.A. May 2006 - April 2011
Wells Fargo & Company March 2000 - April 2006
Skills
estate planning, charitable planning, fiduciary administration, Trust Services, Trusts, Wealth Management, Wealth, Estate Tax Planning, Financial Services, High Net Worth..., Tax, Individual Retirement..., Family Office Services, Gift Tax Planning, Generation-Skipping..., Trust Counsel, Nonprofits
Education
University of Florida - Fredric G. Levin College of Law 1992 — 1995
Doctor of Law (JD), Law
Wake Forest University 1988 — 1991
Bachelor of Arts (B.A.), English Literature and Speech Communications
Debera Sineath's Wells Fargo & Company Experience 1992 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo & Company 1992 - 2011
Skills
Banking, Portfolio Management, Risk Management, Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Business Administration and Management, General
West Chester University of Pennsylvania
Bachelor of Science (BS), Health and Physical Education/Fitness
Wells Fargo & Company 1992 - 2011
Skills
Banking, Portfolio Management, Risk Management, Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Business Administration and Management, General
West Chester University of Pennsylvania
Bachelor of Science (BS), Health and Physical Education/Fitness
Lillian Tatum's Wells Fargo & Company Experience 2002 - 2011
Job Insurance Professional
Industry Insurance
Experience
Wells Fargo & Company 2002 - 2011
Education
Mississippi University for Women
Business Administration and Management, General
Wells Fargo & Company 2002 - 2011
Education
Mississippi University for Women
Business Administration and Management, General
David Skolnik's Wells Fargo & Company Experience April 1999 - August 2001
Job Regional Director at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services April 2015 - Present
Comerica Bank August 2010 - August 2013
Comerica Bank August 2009 - August 2010
Comerica Bank August 2005 - August 2009
Comerica Bank August 2004 - August 2005
Nationwide Financial Services September 2003 - August 2004
Wells Fargo and Comany August 2001 - June 2004
Wells Fargo & Company April 1999 - August 2001
Wells Fargo &Company March 1997 - December 1998
Wells Fargo & Company March 1995 - March 1997
Skills
Asset Management, Banking, Finance, Investments, Wealth Management
Education
Binghamton University, State University of New York 1983 — 1986
Bachelor of Arts, Economics
Rutgers University 1982 — 1983
Transferred, Liberal Arts
Edelman Financial Services April 2015 - Present
Comerica Bank August 2010 - August 2013
Comerica Bank August 2009 - August 2010
Comerica Bank August 2005 - August 2009
Comerica Bank August 2004 - August 2005
Nationwide Financial Services September 2003 - August 2004
Wells Fargo and Comany August 2001 - June 2004
Wells Fargo & Company April 1999 - August 2001
Wells Fargo &Company March 1997 - December 1998
Wells Fargo & Company March 1995 - March 1997
Skills
Asset Management, Banking, Finance, Investments, Wealth Management
Education
Binghamton University, State University of New York 1983 — 1986
Bachelor of Arts, Economics
Rutgers University 1982 — 1983
Transferred, Liberal Arts
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.