Wells Fargo Bank
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Bank Salaries. You can even request information on how much does Wells Fargo Bank pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Bank Employees
Avaya February 2014 - Present
State Farm July 2012 - February 2014
Wells Fargo Bank October 2010 - July 2012
Lakes Community Land Trust July 2008 - July 2009
Skills
Banking, Insurance, Underwriting, Financial Analysis, Credit, Sales, Marketing, Customer Service, Loans, Health Insurance, Disability Insurance, Life Insurance, Financial Services, Training, Unified Communications, Telecommunications, VoIP, Call Centers, Direct Sales, Solution Selling, Cloud Computing, Management, Telephony, Wireless, Account Management, Managed Services
Education
University of Colorado at Boulder 2003 — 2008
BA, International Affairs
Wells Fargo September 2014 - Present
Wells Fargo Bank November 2010 - Present
Skills
Credit, Banking, Credit Analysis, Retail Banking, Financial Statement..., Relationship Management, Customer Service, Account Management, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Sales, Leadership
Education
University of Central Florida - College of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Florida 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo Bank June 2010 - Present
Wells Fargo June 2010 - Present
Fifth Third Bank August 2007 - June 2010
SunTrust Bank August 1996 - August 2007
Skills
Credit, Loans, Banking, Mortgage Lending, Cross Selling, Relationship Management, Consumer Lending, Commercial Banking, Small Business Lending, Sales, Merchant Services, Credit Analysis, CRM, Business Development, Finance, Leadership, Commercial Lending, Lines Of Credit, Loan Origination, Retail Banking, Treasury Management, Credit Risk, Credit Cards, Series 7, Cash Management, Series 63, Deposits, Branch Management, Payments, Branch Banking, Financial Services, Mortgage Banking, Selling
Education
University of Central Florida 1996 — 2000
Bachelor of Science in Business Administration, Business Administration and Management, General
Wells Fargo Bank April 1999 - Present
Skills
Credit Analysis, Consumer Lending, Mortgage Lending, Loans, Mortgage Banking, Commercial Lending, Credit
Education
Webster University 2011 — 2012
master's degree, Human Resources Management/Personnel Administration, General
Webster University 2011 — 2012
master's degree, Human Resources Management/Personnel Administration, General
University of Phoenix 2001 — 2003
Bachelor's degree, Marketing
University of Central Oklahoma 1983 — 1986
bachelors, Marketing
American Liver Foundation April 2012 - April 2015
McCormack Consultants, LLC 2006 - April 2012
Wells Fargo Bank July 2005 - October 2006
VIACOM / CBS RADIO: KAMX, KKMJ, KOYT & KJCE 2001 - 2004
VIACOM / INFINITY PROMOTIONS GROUP 1999 - 2001
VIACOM / CBS RADIO: WLTE, WXPT & KSGS 1994 - 1999
NATIONAL MULTIPLE SCLEROSIS SOCIETY SOUTH TX CHAPTER 1992 - 1994
VISION COMMUNICATIONS / KMMX 1989 - 1992
Skills
Budgeting, Cost Control, Marketing Strategy, Fundraising, Event Management, Non-profits, Strategic Partnerships, Radio, Social Media, Event Planning, Marketing Communications, Public Relations, Community Relations, Advertising, Marketing, Leadership, Digital Marketing, Copywriting, Entrepreneurship, Management, Marketing Management, Sponsorship, Online Marketing, Nonprofits, Community Development, Social Media Marketing, Strategy, Strategic Planning, Brand Development, Social Networking
Education
University of Colorado Boulder - Leeds School of Business 2009 — 2009
Executive Education Program, 50 for Colorado, Nominee & Participant
Southwest Texas State University (Now Texas State University San Marcos) 1984 — 1986
B.F.A / Cum Laude; School of Fine Arts, Graphic Design
Paris Junior College 1982 — 1984
Associates, Art & Design
Wells Fargo September 2014 - Present
Wells Fargo Bank April 2014 - September 2014
Wells Fargo Bank December 2012 - April 2014
Wells Fargo June 2011 - December 2012
Wells Fargo Bank August 2010 - June 2011
University of Colorado Boulder, Career Services July 2008 - December 2008
Skills
Customer Service, Credit, Loans, Sales, Banking, Microsoft Office, Analysis, PowerPoint, Microsoft Excel, Credit Analysis, Team Building, Financial Analysis, Retail, Human Resources, Commercial Banking
Education
University of Colorado at Denver 2012 — 2014
Master of Science (MS), Management and Organization: Managing Human Resources, 3.7 GPA
University of Colorado Boulder 2007 — 2010
BA, International Spanish for the Professions
CaptivesLossMiners, ermRiskAdvisors, Buffalo Analytics Training Multimedia 2008 - Present
Wells Fargo Bank May 2008 - March 2009
Bank of Hawaii - asset management group January 2005 - July 2006
Washington Mutual Bank - enterprise risk management July 2003 - November 2004
Cigna February 2000 - July 2001
Citibank 1993 - 2000
Tillinghast Towers Perrin 1991 - 1993
Johnson & Higgins 1988 - 1991
Skills
Risk Management, Financial Risk, Enterprise Risk..., Insurance, Credit Risk, Financial Analysis, Portfolio Management, Predictive Modeling, Leadership, Commercial Insurance, Statistics, Consulting, General Insurance, reinsurance, Claim, Strategic Planning, Reinsurance
Education
University of Colorado at Boulder 1983 — 1986
BA, Math, econ & Finance emphasis
Maur Hill Prep High School
CrossFit Salvo May 2012 - Present
Brighton Recreation Center January 2012 - August 2012
Total Body Solutions September 2010 - March 2012
Wells Fargo Bank April 2009 - August 2010
Allen Partners, Inc March 2008 - November 2008
Skills
Finance, Banking, Customer Retention, Personal Training, Sales, Customer Service, Public Speaking, Microsoft Excel, New Business Development, Microsoft Office, Nutrition, Athletic Training, Strategic Planning, Social Networking, Credit, Spreadsheets, Project Management, Analysis, Market Research, Financial Modeling, Selling
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelors, Finance
CrossFit, Inc 2011 — 2011
Level 2 Trainer
CrossFit, Inc
Certified Olympic Lifting Trainer
American Counsel of Exercise
Certified Personal Trainer
International Sports Science Association
Certified Personal Trainer
The Basket Garden on Etsy November 2011 - Present
Wells Fargo Bank 2006 - 2009
SunTrust Bank February 1996 - September 2006
Walgreens May 1991 - February 1996
Education
University of Central Florida 1987 — 1990
Bachelor of Science in Business Administration, Finance
Wells Fargo Bank April 2011 - Present
Muscular Dystrophy Association September 2008 - March 2011
Skills
Talent Acquisition, Onboarding, Recruitment/Retention, HR Policies, Compensation, New Hire Orientation, Performance Management, New Employee Orientation, Benefits Administration, Employee Engagement, Employee Relations, Interviewing, Hiring, Deferred Compensation, Recruiting, Training, Coaching, Time Management, Team Building, Interviews, New Hire Orientations, Employee Benefits, College Recruiting, Applicant Tracking..., Customer Retention, Internet Recruiting, Human Resources, Resume Writing, Employee Training
Education
University of Central Florida 1995 — 2000
Bachelor of Arts, Exercise Physiology
Trinity High School 1991 — 1993
High School Diploma
Truth Realty Group at Keller Williams Denver Central June 2013 - Present
Wells Fargo August 2012 - June 2013
Sub.Mission Limited August 2011 - March 2013
FoodServiceWarehouse.com January 2012 - August 2012
Globalview Advisors February 2011 - August 2011
Wells Fargo Bank November 2007 - April 2008
Alan's Wardrobe June 2003 - August 2005
Skills
Problem Solving, Relationship Building, Sales, Sales Prospecting, Qualifying Prospects, Closing Business, Contract Negotiation, Marketing Communications, Market Research, SEO Optimization, PPC Strategies, Social Media Marketing, Social Networking, Customer Satisfaction, Business Relationship..., Advanced Computer & New..., Seller Representation, Buyer Representation, Tenant Representation, Landlord/Investor...
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2011
Bachelor's of Science -, Business Administration and Management, General
Cherry Creek High School 2003 — 2007
High School Diploma
Return Path November 2014 - Present
Return Path May 2014 - November 2014
Return Path July 2011 - May 2014
Standard & Poor's November 2008 - November 2010
Rennsport Parts LLC April 2006 - November 2008
Wells Fargo Bank March 2004 - April 2006
Silicon Valley Bank 2000 - 2002
Janus Capital Group 1995 - 2000
Skills
Data Analysis, Financial Services, Strategic Planning, Salesforce.com, Project Management, Product Management, Business Development, Strategy, Account Management
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2000
BSBA, Business and Finance
LS Makeup Creations and Nerium International December 2012 - Present
MAC Cosmetics August 2012 - Present
Donna Baldwin Talent March 2006 - Present
Freelance January 2005 - Present
Wells Fargo Bank August 2009 - March 2010
Walt Disney World Entertainment August 2006 - October 2009
Verizon Wireless October 2008 - July 2009
Nordstrom February 2007 - May 2008
Skills
Sales, Professional Makeup..., Professional Model, Singer-songwriter, Performing Arts, Proficient in Spanish..., Proficient in Microsoft..., Promotions, Research, Film, Entertainment, Television, Makeup Artistry, Voice Over, Acting, Dance, Singing, Musical Theatre, Social Networking, Music, Commercials, Recording, Artistry, Bridal Showers, Fashion Shows, Data Sheets, Microsoft Word
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Music, Vocal Performance
Impact Marketing Specialists May 2015 - Present
Target April 2014 - Present
Agribiotic Products January 2013 - August 2013
University of Colorado Boulder August 2010 - August 2013
Greenovation LLC February 2009 - August 2011
Allison James Estates & Homes 2009 - 2010
Orange Coast Realty March 2009 - September 2009
Wells Fargo Bank December 2008 - February 2009
Wells Fargo Bank February 2008 - December 2008
Wells Fargo Bank November 2007 - February 2008
Skills
Sales, Selling, Team Building, Social Networking, Account Management, Leadership, Customer Service, Research, Public Speaking, Training, Team Leadership, Document Drafting, Analysis, Technical Writing, Experimental Design, JavaScript, jQuery, PHP, MySQL, Web Development, Web Design, HTML, CSS, CSS3, Programming, Musical Composition, Real Estate, Strategic Planning, Ruby, Python, Management, Microsoft Office
Education
University of Colorado at Boulder 2010 — 2013
Undergraduate, Biochemistry, Molecular Biology, and minor in Chemistry
California Real Estate License 2009 — 2010
Certification, Real Estate
University of Colorado Boulder 2006 — 2008
Undergraduate, Music Composition and Japanese
Wells Fargo Learning And Development 2007 — 2008
Certified Banker, Finances, Sales & Marketing
wells fargo bank November 1988 - Present
Wells Fargo Global Banking 1988 - Present
Skills
Trade Finance, Commercial Lending, Portfolio Management, Commercial Banking, Credit Analysis, Small Business Lending, Credit Risk, Loans, Banking, FINRA, Credit, Underwriting, Cross Selling, High Net Worth..., ACH, Securitization, Series 6
Education
University of Colorado Boulder 1984 — 1988
State Industrial Products March 2010 - Present
Delta Foremost Chemical Corp February 2008 - March 2010
Wells Fargo Bank May 2005 - January 2008
Muzak June 2002 - May 2005
Skills
Account Management, Cold Calling, Sales Management, B2B, Key Account Management, New Business Development, Direct Sales, Sales Presentations, Sales, Sales Operations, Territory Management, Outside Sales, Qualifying Prospects, Sales Process, Negotiation, Selling, Contract Negotiation, Market Penetration, Forecasting, Solution Selling, Salesforce.com, Trade Shows, Customer Retention, Sales Force Development
Education
University of Central Florida
Bachelor of Arts (B.A.), Law
University of Central Florida
Some courses completed towards MS, Health/Health Care Administration/Management
Wells Fargo September 2005 - Present
Wells Fargo Bank September 2006 - December 2011
Foreign Currency Exchange Corp. / Bank of Ireland 2006 - 2010
Wireless Dimensions February 2004 - July 2006
Orlando Science Center June 2005 - August 2005
Skills
Marketing, Retail, Banking, Marketing Communications, Social Media, New Business Development, Customer Service, Business Strategy, Coaching, Training, Marketing Strategy, CRM, Account Management, Sales, Strategic Planning, Risk Management, Process Improvement, Microsoft Office, Market Research, Management, Leadership, Financial Analysis, Business Development
Education
University of Central Florida - College of Business Administration 2001 — 2005
Bachelors degree in Business and Science, Marketing
Wells Fargo Bank December 2008 - Present
Wells Fargo Bank January 2008 - December 2008
Wells Fargo Bank July 2004 - January 2008
Education
University of Colorado Boulder 1997 — 2001
Journalism, Advertising
Wells Fargo Bank February 1977 - August 2013
Wells Fargo 2012 - May 2013
Wells Fargo 2004 - 2011
Wells Fargo 1996 - 2004
Skills
Change Management, Banking, Strategic Planning, Credit Analysis, Commercial Lending, Team Building, Business Strategy, Process Improvement, Management Consulting, Treasury Management, Financial Reporting, Financial Modeling, Corporate Finance, Real Estate, Financial Analysis, Commercial Banking, Investments, Mergers, Risk Management, Mergers & Acquisitions, Leadership, Credit, Finance, Portfolio Management, Strategic Partnerships, Relationship Management, Sales, Loans, Mortgage Lending, Sales Management, Executive Management, Strategic Financial..., Cash Management, Small Business Lending, Loan Origination, Credit Risk, Underwriting, Asset Management, Valuation, Asset Based Lending, Due Diligence
Education
Stonier Graduate School of Banking - Rutgers University 1983 — 1985
University of Colorado at Boulder 1970 — 1976
Bachelor of Science (B.S.), Finance and International Business
Wells Fargo Bank April 2013 - Present
Wells Fargo Bank January 2010 - March 2013
Wachovia Bank December 2007 - December 2009
World Savings January 2005 - December 2007
World Savings June 2002 - January 2005
World Savings September 1999 - June 2002
World Savings July 1994 - September 1999
World Savings May 1981 - July 1994
Skills
Credit, Banking, Coaching, Team Building, Leadership Development, Customer Service, Leadership, Customer Retention, Process Improvement, Talent Management, Change Management, Operations Management, Employee Engagement, Retail Banking, Training, Strategy, Sales, Project Management, Budgets, Project Planning, Retail, Management, Time Management, Customer Experience, Mergers & Acquisitions, Performance Management, Integration, Vendor Management
Education
CSU-Global 2012 — 2014
University of Colorado at Boulder
James Alpha Management June 2011 - Present
Transamerica Capital November 2009 - June 2011
Old Mutual Investment Partners March 2005 - September 2009
Old Mutual Capital March 2005 - September 2009
Old Mutual Investment Partners 2005 - 2006
American Express Financial Advisors 2002 - 2004
Provident Bank 2000 - 2001
Wells Fargo Bank 1999 - 2000
Skills
Series7, Series 66, Series 24, Sales Management, Wholesaling, Mutual Funds, Annuities, Client Relationship..., MBA, Financial Services, Investments, Wholesale, Uniform Combined State..., Alternative Investments, Fixed Annuities, CRM, Series 7, Securities, Financial Advisory, Strategic Financial..., Asset Management, Finance, Financial Planning, Retirement Planning, Series 63
Education
University of Cincinnati College of Business 2001 — 2002
MBA, Management, Finance and Entrepreneurship
University of Northern Colorado 1995 — 1999
BA, Theatre Arts, Dance Performance and Choreography
Cottonwood High School 1992 — 1995
High School Diploma
Wells Fargo Bank May 2011 - Present
California Pizza Kitchen May 2009 - May 2011
Rocky Mountain Oil Change January 2008 - May 2009
Skills
Financial Analysis, Financial Planning, Banking
Education
University of Colorado at Colorado Springs 2009 — 2011
Bachelor of Science, Finance
University of Colorado at Boulder 2006 — 2007
Architectural Engineering
Wilmington Trust August 2011 - Present
Wells Fargo Bank August 1999 - August 2011
Harris Trust Company April 1997 - August 1999
Skills
Corporate Trust, Bonds, Escrow, Financial Services, Securities, Fixed Income, New Business Development, Capital Markets, Portfolio Management, Banking, Credit, Investments, Investment Banking, Risk Management, Asset Managment, Financial Analysis, Financial Modeling
Education
University of Colorado Boulder 1986 — 1989
BA, Economics
Steamboat Springs High School
Wells Fargo Bank October 2001 - August 2015
Skills
Banking, Commercial Banking, Cash Management, Treasury Management, Portfolio Management, Cross Selling, Credit Analysis
Education
University of Central Florida
BA
Wells Fargo Bank November 2010 - Present
Wells Fargo Bank July 2005 - October 2010
Wells Fargo Bank November 2001 - July 2005
Wells Fargo October 1999 - October 2001
Skills
Financial Analysis, Financial Modeling, Financial Advisory, Corporate Finance, Real Estate Economics, Networking, Loans, Credit, Commercial Banking, Commercial Lending, Banking, Credit Analysis, Portfolio Management, Investments, Underwriting
Education
University of Denver/Regis University 2002 — 2004
MBA, Finance & Accounting
University of Colorado Boulder 1994 — 1999
Bachelors, Political Science & Economics
Silverton Cafe March 2013 - Present
Various Families November 2004 - Present
Rail House August 2012 - March 2013
Keystone Bar and Grill November 2011 - June 2012
The Deters Company January 2012 - March 2012
Perfect North Slopes January 2010 - March 2012
Wells Fargo Bank November 2008 - July 2009
The Sports Authority August 2008 - June 2009
AEGON Group June 2007 - November 2008
Starbucks Coffee Company February 2006 - May 2007
Skills
Customer Service, Sales, Team Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Leadership, Outlook, Event Planning, Teamwork, Social Media, Research, Social Networking, Access, Customer Satisfaction, Event Management, Team Building, Marketing
Education
University of Cincinnati 2012 — 2013
Master of Science (M.S.), Criminal Justice/Law Enforcement Administration
University of Cincinnati 2010 — 2012
Bachelor of Science (B.S.), Criminal Justice
University of Cincinnati College of Business 2009 — 2010
Minor, Business Administration and Management, General
De Anza College 2007 — 2009
Business Administration
Bank of the West September 2006 - Present
Wells Fargo Bank August 1996 - September 2006
Skills
Commercial Banking, Corporate Finance, Financial Modeling, Financial Reporting, Commercial Real Estate, Private Equity, Legal Compliance, Financial Accounting, Non-profit..., Regulatory Policy, Team Leadership, Loans, Credit Analysis, Credit, Financial Analysis, Banking, Portfolio Management, Finance
Education
University of Colorado at Boulder - Leeds School of Business
BSc, Business Management & Finance
Citi Private Bank September 2011 - Present
Wells Fargo Bank February 2000 - June 2011
Education
University of Cincinnati 1970 — 1974
B.S., Education, Am. Hist, Mathematics
Wells Fargo Bank August 2004 - August 2010
Clayton Fixed Income Services 2002 - 2004
Skills
Asset Managment, Portfolio Management, Banking, Risk Management, Salesforce.com, Strategic Planning, Interchange, Merchant Acquiring
Education
University of Colorado at Boulder
Bachelor of Arts (BA), Communication
IFS Innovative Funding Services LLC December 2009 - Present
Hourglass Management January 2012 - Present
Flexco Fleet Services January 2012 - Present
Wells Fargo January 2005 - December 2009
Wells Fargo Bank 2004 - 2009
Wells Fargo May 1999 - January 2005
Wells Fargo January 1998 - May 1999
Community Credit Company 1994 - 1996
Skills
Loans, Credit, Credit Analysis, Sales Management, New Business Development, Business Development, Strategic Planning, Consumer Lending, Financial Analysis, Relationship Management, Underwriting, Sales, Financial Services, Leadership, Finance, Banking, Management, Budgets, Process Improvement, Portfolio Management, Account Management, Executive Management, Forecasting, Recruiting, Team Leadership, Pricing, B2B, Marketing, Product Development, Solution Selling, Operations Management, Customer Service, Marketing Strategy, Automotive, Customer Satisfaction, Negotiation
Education
University of Colorado Boulder - Leeds School of Business 1986 — 1989
B.S., Marketing/Organizational Management
University of Colorado at Boulder 1986 — 1989
Organizational Leadership/Marketing
Wells Fargo August 2012 - Present
Wells Fargo Bank May 2010 - May 2012
Wells Fargo May 2009 - May 2010
Wachovia June 2003 - April 2009
Wachovia May 1999 - June 2003
New Media August 1998 - May 1999
National City Bank October 1988 - August 1998
Norwood Chevrolet December 1985 - October 1988
Skills
Process Management, Scenario Planning, Governance, Financial Risk, Architecture, Operational Risk..., Operational Risk, COBIT, Banking, Risk Management, PMO, SDLC, Enterprise Risk..., IT Strategy, COSO, Business Analysis, ITIL v3 Foundations...
Education
University of Denver - Daniels College of Business 1981 — 1984
MBA, Business
University of Colorado Boulder 1974 — 1978
BA, Communications - Radio, TV, Film
WELLS FARGO BANK January 2014 - Present
Wells Fargo Bank November 1998 - December 2013
Skills
Refinance, Mortgage Banking, Banking, Loan Origination, Mortgage Lending, Credit, Loans, FHA, Wealth Management, Small Business Lending, Commercial Mortgages, Consumer Lending, Credit Analysis, Real Estate Financing, Finance, USDA, Construction Loans, Portfolio Management, Commercial Banking, Residential Mortgages, VA loans, Commercial Lending, FHA financing, Investments, Underwriting
Education
University of Denver - Daniels College of Business 2003 — 2004
Certificate, Business Management Certificate
University of Colorado Boulder 2000 — 2004
B.S., Communication & Political Science
Advocates and Guardians for the Elderly and Disabled February 2012 - Present
Wells Fargo Bank 2010 - 2011
Wells Fargo Bank 2005 - 2010
Wells Fargo Bank 1998 - 2005
Wells Fargo Bank 1991 - 1998
Walt Disney World 1980 - 1984
Skills
Special Needs Trusts, Medicaid, Disability Benefits, Public Speaking, Estate Planning, Wealth Management..., Investments, High Net Worth..., Trust Services, Wealth Management, Asset Management, Wealth, Financial Advisory, Finance, Relationship Management, Trusts, Investment Management, Portfolio Management, IRAs, Retirement Planning, Retirement, Strategic Financial..., Investment Advisory, Securities, Tax, Estate Tax Planning, Private Banking, Asset Allocation, Series 7, Mutual Funds, Fiduciary, Estate Law, Corporate Law, Financial Planners, Financial Planning, Personal Finance, Financial Services
Education
Society of Certified Senior Advisors 2011 — 2011
CSA, Certified Senior Advisor
Cannon Trust School 1998 — 1998
CTFA, Certified Trust & Financial Advisor
University of Central Florida - College of Business Administration
B.S.B.A., Finance
University of Florida - Warrington College Of Business
Wells Fargo Bank 2015 - Present
Wells Fargo Bank 1999 - 2014
Wells Fargo 1996 - 1998
First Interstate Bank 1989 - 1996
Colorado National Bank 1981 - 1989
Skills
Banking, Financial Services, Treasury Management, Commercial Banking, ACH, Cash Management, Training, Training Management, Vendor Management, Strategy, Relationship Management, Cross Selling, Payments, Portfolio Management, Management, Process Improvement, Product Management
Education
University of Colorado Denver 1986 — 1990
MBA, Marketing
University of Colorado Boulder 1978 — 1981
BA, Psychology
North High School 1974 — 1977
US Bank Private Client Reserve July 2015 - Present
US Bank January 2014 - June 2015
Wells Fargo Bank August 2000 - January 2014
The Northern Trust Company June 1993 - March 2000
Skills
Wealth Management, Portfolio Management, Banking, Investments, Estate Planning, Asset Management, Securities, Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management..., Alternative Investments, Investment Strategies
Education
University of Colorado at Boulder 1988 — 1992
BA, Economics
Wells Fargo August 2012 - Present
Wells Fargo Bank February 2007 - October 2012
Wells Fargo Bank February 2005 - January 2007
Wells Fargo Bank January 1999 - January 2005
Wells Fargo Bank January 1998 - January 1999
MidAmerica Bank January 1997 - January 1998
MidAmerica Bank January 1995 - January 1997
Teleserv Legal Systems January 1989 - January 1991
Skills
Benefits Administration, Employee Benefits, Deferred Compensation, PeopleSoft, HRIS, Employee Relations, Succession Planning, Payroll, Incentive Programs, Human Resources, 401k, HR Policies
Education
University of Central Florida 1987 — 1989
Bachelor of Arts, Criminal Justice
Valencia College 1985 — 1987
Associates of Arts, General Studies
Hamilton High School 1981 — 1983
General, High School Diploma
Marvin L. Walker Associates June 2011 - Present
Wells Fargo Bank March 2010 - June 2011
Gesher L'Torah October 2008 - March 2010
Spherion March 1995 - December 1999
Kelly Services November 1994 - March 1995
Skills
Talent Acquisition, Team Building, CRM, Vendor Management, Talent Management, Leadership, Customer Service, Applicant Tracking..., Contract Recruitment, Sourcing, Human Resources, Recruiting, Employee Relations, Account Management, Cold Calling, Invoice Processing, Front Office, Back Office, Purchase Orders
Education
University of Central Florida 1988 — 1992
Business Administration and Management, General
Vectra Bank Colorado April 2015 - Present
LEADERSHIPRISK MANAGEMENT ASSOCIATION October 2006 - Present
Vectra Bank of Colorado April 2012 - April 2015
Central Bank & Trust November 2010 - March 2012
Wells Fargo Bank March 2009 - November 2010
Wells Fargo July 2008 - April 2010
WELLS FARGO COLLEGE OF COMMERCIAL CREDIT September 2009 - March 2010
Wells Fargo College of Commercial Credit in July 2008 - March 2009
Venture Bank October 2006 - May 2008
Venture Bank October 2006 - May 2008
Skills
Credit Analysis, Portfolio Management, Financial Modeling, Commercial Banking, Commercial Lending, Underwriting, Credit Risk, Credit, Risk Management, Retail Banking, Banking, Finance, Investments, Due Diligence, Financial Analysis, Business Development, Small Business Lending, Commercial Real Estate, Financial Services, Loans
Education
UNIVERSITY OF COLORADO at 2001 — 2005
Bachelor of Science (B.S.), Finance; Real Estate and Entrepreneurship
University of Colorado Boulder 2001 — 2005
B.S., Finance
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
Bachelor's degree, Finance, General
Dish Network March 2012 - Present
Wells Fargo Bank January 2011 - August 2012
University of Colorado January 2008 - May 2010
Longmont Times-Call August 2009 - December 2009
Forever 21 May 2008 - August 2008
Steve and Barry's October 2007 - June 2008
Trail Dust Steakhouse July 2005 - October 2007
Skills
Editing, Journalism, Blogging, Microsoft Office, Microsoft Excel, Customer Service, Copy Editing, Microsoft Word, PowerPoint, Time Management, Critical Thinking, Creative Writing, Facebook
Education
University of Colorado Boulder 2006 — 2010
B.S., Journalism
Wells Fargo September 2014 - May 2015
Wells Fargo February 2014 - June 2014
optionsXpress April 2013 - December 2013
Charles Schwab October 2012 - March 2013
Cisco Systems May 2012 - September 2012
Wells Fargo August 2009 - April 2012
Autodesk September 2009 - March 2012
Wells Fargo February 2009 - August 2009
Autodesk September 2008 - March 2009
Wells Fargo Bank September 2008 - January 2009
Skills
RIA, Direct Marketing, Marketing, Marketing Communications, Financial Services, Relationship Management, Vendor Management, Analytics, Demand Generation, Lead Generation, Product Management, Multi-channel Marketing, Email Marketing, Segmentation, Cross-functional Team..., Competitive Analysis, Product Marketing, Salesforce.com, Marketing Management, Integrated Marketing, Regulatory Compliance..., Event Management, Event Planning, Corporate Events, Marketing Strategy, Project Management, Business Development
Education
University of Colorado Boulder 1990 — 1993
BS - Business Administration
Arapahoe High School
Promontory Financial Group, LLC June 2011 - March 2015
Wells Fargo Home Mortgage September 2010 - May 2011
Aurora Loan Services April 2009 - September 2010
DCP Midstream LLC September 2008 - December 2008
Option One/H&R Block June 2000 - October 2007
Firstier Bank February 2000 - June 2000
Wells Fargo Bank September 1997 - January 2000
Chase Financial March 1994 - September 1997
Skills
Credit, Analysis, Auditing, Coaching, Due Diligence, Finance, Financial Analysis, Leadership, Financial Risk, Loans, Loss Mitigation, Management, Mortgage Banking, Portfolio Management, Mortgage Lending, Risk Management, Process Improvement, Training, Underwriting
Education
University of Colorado Boulder 1987 — 1990
B.S. Business Administration, Marketing and Organizational Management
University of Colorado Boulder
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Edimax USA March 2015 - Present
TP-LINK Technologies Co., Ltd June 2014 - January 2015
TP-LINK Technologies Co., Ltd January 2013 - June 2014
ASI Corporation March 2011 - December 2012
Wells Fargo Bank August 2008 - March 2011
AIG SunAmerica January 2008 - June 2008
Skills
Sales Management, Account Management, New Business Development, Customer Service, Customer Relations, Channel, Cold Calling, Product Marketing, Product Management, Strategic Planning, Team Building, Negotiation, Forecasting, Consultative Selling, Marketing Strategy, Business Planning, B2B, Lead Generation, Business Management, Solution Selling, Business Development, Management, Product Development, Strategic Partnerships, Channel Partners, Selling, Sales, Sales Operations, Strategy, Direct Sales, Business Strategy, Multi-channel Marketing, Partner Management
Education
University of Colorado Boulder 2004 — 2007
BS, Marketing, Entrepreneurship
Wells Fargo Bank Director, Community DevelopmentWells Fargo1996 - Present
Skills
Loans, Community Development, Banking, Mortgage Lending, Financial Services, Commercial Lending, Budgets, Credit, Risk Management, Relationship Management
Education
University of Cincinnati College of Law 1982 — 1985
JD, Law
University of Dayton 1978 — 1982
BA, English
CRG- Cordua Restaurants July 2013 - December 2014
Fairmont Residences September 2008 - December 2013
HOUSTON Magazine-Modern Luxury March 2012 - March 2013
Wells Fargo Bank June 2010 - October 2011
Wells Fargo Bank October 2007 - July 2010
Wells Fargo Bank September 2006 - October 2007
Wells Fargo Bank January 2005 - September 2006
Cheesecake Factory June 2002 - October 2004
Sherwin Williams 2003 - 2003
Skills
Time Management, Sales Management, Customer Satisfaction, Marketing Strategy, Customer Service, Negotiation, Pricing, Account Management, Event Planning, New Business Development, Event Management, Online Marketing, Food, Market Research, Public Speaking, Team Building, Retail, Restaurants, Strategic Planning, Business Planning, Planning, Team Leadership, Budgeting, Promotions, Administration, Coordination, Sales Process, Direct Sales, Foreign Languages, Proposal Writing, Customer Relations, Problem Solving, Event Marketing, Corporate Events, Sales Support, Sales Coach, Lifestyle Coaching, Writing, Mentoring, Consultative Selling, Facebook Marketing, Twitter Marketing, Instagram, Marketing, Management, Social Media Marketing, Sales
Education
University of Colorado Boulder 2001 — 2004
Bachelor of Arts, International Spanish for the Professions Business Emphasis
University of Colorado Boulder 2001 — 2004
Bachelor of Arts, Business Administration
Wells Fargo Bank May 2013 - Present
Wells Fargo February 2010 - May 2013
Skills
Loans, Credit, Consumer Lending, Banking, Lines Of Credit, Credit Analysis, Retail Banking, Mortgage Lending, Cross Selling, Loan Origination, Deposits, Private Banking, Asset Based Lending, Refinance, Wealth Management, Series 63, Relationship Management, Series 7, Financial Services, Home Equity Lines of..., Investments, Home Equity Loans, Retirement Planning, Credit Cards, Series 6
Education
University of Central Florida 2006 — 2009
Bachelor's degree, Finance, General
Wells Fargo July 2015 - Present
Wells Fargo June 2014 - July 2015
Wells Fargo Bank January 2013 - May 2014
Education
University of Central Florida
Master of Business Administration (MBA)
JPMorgan Chase & Co. 2015 - Present
JPMorgan Chase & Co. 2010 - Present
Wells Fargo Bank 2006 - 2010
Wells Fargo Bank 2002 - 2006
Skills
Loans, Banking, Portfolio Management, Commercial Banking, Financial Analysis, Finance, Risk Management, Underwriting, Management, SBA, Investments, Credit, Real Estate, Relationship Management, Strategic Financial..., Retail Banking, Lines Of Credit, Cash Management, Commercial Lending, Mergers & Acquisitions, Credit Risk, Real Estate Economics, Mortgage Lending, Private Equity, Treasury Management, Credit Analysis, Insurance, Financial Risk, Financial Services, Commercial Mortgages, Loan Origination, Small Business Lending, Financial Planning, Integrity
Education
University of Colorado at Boulder - Leeds School of Business 1998 — 2002
Bachelors of Science, Marketing
University of Phoenix-San Diego Campus 2004 — 2006
Master's of Business Administration, Global Business Management
Griffith University - Queensland, Australia 2000 — 2001
International Business
Wells Fargo Bank May 1996 - Present
RL Polk/National Demographics and Lifestyles (NDL) March 1987 - May 1996
Education
University of Colorado at Boulder
Wells Fargo Bank 2007 - 2014
Invesco Ltd. March 1992 - April 2007
Skills
Banking, Commercial Lending, Financial Advisory, Financial Services, Investments, Loans, Mutual Funds, Retirement Planning, 401k, Retirement
Education
University of Colorado 1969 — 1974
BS, Marketing Business Adm, Business Adm
University of Colorado Boulder
BS, Business Administration
First Republic Investment Management 2006 - Present
US Trust 1998 - 2006
Wells Fargo Bank 1992 - 1997
Skills
Asset Allocation, Alternative Investments, Investments, Portfolio Management, Wealth Management, Private Banking, Strategic Financial..., Due Diligence, Tactical Asset..., High Net Worth..., Equity Research, Hedge Funds
Education
University of Colorado Boulder 1988 — 1992
BS, Business Administration
University of Oregon - Charles H. Lundquist College of Business 1997 — 1998
MBA
PwC September 2015 - Present
Steve Madden Independent Stores June 2014 - August 2015
University of Colorado Athletic Business Office April 2012 - May 2014
RubinBrown LLP June 2013 - August 2013
PricewaterhouseCoopers January 2013 - March 2013
Steve Madden Independent Stores August 2011 - November 2012
Wells Fargo Bank January 2011 - August 2011
Park East Restaurant October 2006 - August 2009
Skills
Finance, Customer Service, Time Management, Sales, Accounting, Microsoft Excel, SAP, Lotus Notes, Business Efficiency, Auditing, Financial Audits, Financial Statements, Forecasting, Financial Forecasting, Financial Analysis, International..., US GAAP, IFRS, Invoicing
Education
University of Colorado Boulder - Leeds School of Business 2009 — 2014
MSBA, Accounting
University of Colorado Boulder - Leeds School of Business 2009 — 2014
Bachelor of Science (BS), Accounting
Payment Software Company - PSC September 2013 - Present
FishNet Security August 2012 - September 2013
PCI Security Standards Council November 2011 - August 2012
PCI Security Standards Council December 2010 - November 2011
Wells Fargo Bank May 2010 - December 2010
PCI Security Standards Council November 2008 - May 2010
Bank of America August 2007 - November 2008
(BCS)2 June 2004 - April 2008
Hertz May 2005 - May 2007
HealthMarkets August 2004 - May 2005
Skills
PCI DSS, PA-DSS, CISSP, CISM, CISA, Information Security..., Risk Assessment, Penetration Testing, ISO 27001, Security, Network Security, Information Security, Payment Industry, Integration, Vulnerability Management, Vulnerability Assessment, Security Audits, Data Security, Application Security, Information Technology, Computer Security, Security Awareness, IT Audit, Computer Forensics, Business Continuity, Encryption, Intrusion Detection, Security Policy, Identity Management, PKI, COBIT
Education
Oklahoma City Community College 2005 — 2005
Information Security
University of Central Oklahoma 1994 — 1997
BS, Political Science
First National Denver March 2014 - Present
Steele Street Bank & Trust July 2010 - June 2012
Capital Spring, LLC September 2009 - July 2010
Wells Fargo Bank April 2004 - August 2009
1010 WINS August 2003 - February 2004
Rocky Mountain PBS 2000 - 2002
Skills
Persuasive Communication, Spanish, Social Networking, Editing, Portfolio Management, New Business Development, Customer Relations, Customer Service, Interviews
Education
University of Colorado at Boulder 1998 — 2002
BA, Spanish
University of Colorado at Boulder 1998 — 2002
BS, Journalism
2010 Payroll ManagerUCFApril 2007 - August 2010
GMAC ResCap 1998 - 2006
GMAC RESCAP (formerly GMAC-RFC) 1998 - 2006
Wells Fargo Bank 1991 - 1998
Musicland Group, Inc October 1978 - November 1991
Skills
PeopleSoft, Benefits Administration
Education
University of Central Florida
Google May 2014 - Present
Adometry September 2013 - May 2014
Adometry February 2013 - September 2013
Tocquigny August 2011 - February 2013
Tocquigny December 2010 - August 2011
Tocquigny June 2009 - December 2010
Tocquigny June 2008 - June 2009
Wells Fargo Bank August 2007 - June 2008
Skills
Social Media, Lead Generation, Strategic Communications, Project Management, Content Strategy, Account Management, Advertising, Analytics, CRM, Creative Direction, Digital Marketing, Direct Marketing, Integrated Marketing, Marketing Strategy, Online Advertising, New Business Development, Satisfied Clients, Social Media Marketing, Strategic Planning, Strategy, Leadership
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
B.S. Business, Marketing
Western Union May 2015 - Present
Mercer May 2014 - May 2015
Towers Watson June 2011 - April 2014
Wells Fargo Bank February 2011 - June 2011
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelor of Science (B.S.), Quantitative Finance
MyChelle Dermaceuticals January 2012 - Present
Peaceful Mountain Inc. 2001 - 2010
Wells Fargo Bank 1980 - 1990
Skills
Quarterly Taxes
Education
University of Colorado Boulder 1996 — 1999
MS, Interdisciplinary Telecommunications
Delfina Restaurant Group July 2012 - Present
Coastal Luxury Management April 2012 - Present
CUESA & the Ferry Plaza Farmers Market September 2014 - January 2015
4505 meats October 2013 - January 2014
CoveredCo August 2013 - October 2013
Neft Vodka May 2013 - September 2013
The Crow Bar + Kitchen April 2011 - December 2012
Commonwealth Lounge August 2010 - April 2011
Wells Fargo Bank January 2010 - August 2010
Undocumented Management August 2009 - January 2010
Skills
Social Networking, Social Media, Event Planning, Public Speaking, Microsoft Office, Google Analytics, Google Adwords, MailChimp, WordPress, Digital Marketing, Management, Marketing Strategy, Sponsorship, Marketing
Education
General Assembly 2013 — 2013
Digital Marketing
University of Colorado Boulder 2005 — 2009
BA, English
Wells Fargo Bank August 2007 - Present
Barclays Global Investors February 2006 - April 2007
IBM January 1998 - July 2005
Steria Mummert Consulting AG April 1991 - December 1997
Nomura Matuschka Asset Management December 1989 - March 1991
ING BHF Bank, Frankfurt Germany February 1988 - November 1989
IBM February 1983 - February 1988
Skills
Waterfall, Financial Services, Master Data Management, PMO, Team Building, PMP, Agile Project Management, Project Management, Business Analysis, Quality Assurance, Program Management, Project Portfolio..., Banking, Data Modeling, Consulting, Software Project..., SDLC, Strategic Planning, Vendor Management
Education
University of Cologne 1978 — 1982
MBA
Cardinal Point Capital LLC 2003 - Present
Arx Investment Management October 2001 - February 2003
Wells Fargo Bank April 1993 - August 2001
Skills
Hedge Funds, Asset Managment, Fixed Income, Portfolio Management, Valuation, Investments, Bonds, Financial Modeling, Asset Management, Financial Markets, Investment Strategies, Capital Markets, Alternative Investments
Education
University of Cincinnati 1987 — 1992
BA, Economics
Princeton High School 1982 — 1987
Wells Fargo Bank January 2011 - Present
Apex Systems October 2009 - December 2010
Art.com October 2008 - October 2009
Wachovia January 2007 - October 2008
World Savings March 2004 - December 2006
Finaplex December 2002 - March 2004
Robertson Stephens November 2000 - November 2002
Cambridge Technology Partners April 1997 - January 2000
Rockwell International-North American Aircraft (NAA) 1991 - 1997
Skills
Product Management, Software Documentation, Agile Methodologies, Program Management, Business Process..., Requirements Analysis, Cross-functional Team..., E-commerce, Process Improvement, Business Analysis, Software Quality..., Project Management, Analytics, Integration, Business Development, User Experience
Education
University of Southern California 1993 — 1996
MS
University of Colorado Boulder 1985 — 1990
BS
FedEx Freight May 2011 - Present
Verizon Business May 2010 - April 2011
Wells Fargo Bank February 2010 - May 2010
Hewlett-Packard May 2009 - October 2009
Verizon Business November 2006 - May 2009
Rimrock Group Inc. August 2005 - September 2006
Gowden Technologies Inc. February 2002 - July 2005
Hewlett-Packard October 1983 - January 2002
Skills
Java, JAX-RS 2.0, HTML5, CSS3, Javascript, jQuery, AngularJS, jQuery UI, D3.js, C3.js, GruntJS, Yoeman, Oracle SQL, SVG, ICEfaces, JSF, Spring, Business Intelligence, Apache, Data Warehousing, Business Analysis, Tomcat, Weblogic, MySQL, Security, Ajax, LDAP, JSP, HTML4, OOA/OOD, C+, Visual Basic, Linux, iRise Studio Software..., Software Development..., Perl, JMS, J2EE, Eclipse Juno, Maven, JAXB, XML, jQuery Mobile, SDLC Management, SAP Universe Designer, SAP Dashboard Manager, SAP HANA, Crystal Reports, SAP BOE XIR3
Education
University of Colorado at Boulder 1978 — 1982
Bachelors of Science, Accounting and Information Systems
Université de Touraine 1977 — 1978
Certificate, French language, passed
Wells Fargo Bank January 2009 - January 2014
Alpine Bank July 2007 - September 2009
BEA Systems 2000 - 2003
Skills
Mortgage Lending, Credit, Real Estate Transactions
Education
University of Colorado Boulder 1992 — 2007
BS, Political Science
Telluride High School 1987 — 1991
High School
Citi June 2013 - Present
Wells Fargo Home Mortgage June 2013 - Present
CitiMortgage 2009 - Present
Citi February 2008 - January 2012
Wells Fargo January 1985 - February 2008
Wells Fargo Bank 2005 - 2008
Skills
Leadership Development, Cross Selling, Pricing, Mortgage, Forecasting, Consumer Lending, Mentoring, Customer Acquisition, P&L Management, Financial Analysis, Strategy Development, Cross-functional Team..., Strategic Planning, Sales Management
Education
University of Colorado Colorado Springs
MBA, Finance
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science, Accounting and Finance
Wells Fargo Bank December 2004 - Present
INT Technologies December 2004 - June 2005
Xerox Corporation March 1996 - December 2003
Progressive Engineering August 1988 - December 1991
Skills
Project Management, SDLC, Business Analysis, PMP, Vendor Management, Software Project..., Process Improvement, Program Management, Business Process..., Requirements Gathering, Requirements Analysis, Risk Management, PMO, MS Project, Visio, Project Portfolio..., Business Requirements, Banking, Integration, Cross-functional Team...
Education
University of Phoenix 1998 — 2000
MBA, Technology Managment
University of Cincinnati 1986 — 1988
BS, Urban Administration
University of Cincinnati 1984 — 1986
AS, Business Administration
Vincennes University 1982 — 1984
AS, Architectural Drafting Technology
Cemex January 2006 - Present
Southern Ohio Mortgage April 2004 - January 2006
Chicago Title April 2001 - April 2004
The Matsco Companies April 2000 - December 2000
Wells Fargo Bank November 1999 - April 2000
Bank One July 1992 - August 1999
Skills
Credit, Short Sales, Internal Audit, FHA, Management, Real Estate, Training, Mortgage Lending, Loans
Education
University of Cincinnati 1985 — 1988
B.S., Criminal Justice, minor Sp. Ed.
Bank of the West September 2007 - Present
Wells Fargo Bank 2000 - Present
Wells Fargo 2000 - 2008
Wells Fargo - Consumer Credit - Personal Lines/Loans 2002 - 2006
Bank of America 1995 - 2000
Bank America Mortgage 1995 - 2000
Skills
Banking, Financial Analysis, Financial Modeling, Forecasting, Strategic Financial..., Budgets, Analysis, Investments, Variance Analysis, Management, Business Analysis, Loans, Process Improvement, Analytics, Financial Risk, Financial Planning
Education
University of Colorado at Boulder 1974 — 1978
Bachelor of Arts (B.A.)
Wells Fargo June 2013 - Present
Wells Fargo Bank July 2004 - June 2013
Walt Disney World September 1999 - January 2000
Skills
Financial Analysis, Marketing, Portfolio Management, Banking, Credit, Financial Modeling, Strategic Planning, Loans, Analytics, Analysis, Budgets, Investments, Finance, Customer Service, Marketing Strategy, Mortgage Lending, Commercial Banking, Credit Analysis, Strategy, Loan Origination
Education
University of Colorado Boulder - Leeds School of Business 1995 — 2000
MUFG Americas / MUFG Union Bank September 2010 - Present
Moody's Investors Service March 1997 - August 2010
ChaseChemical / Chase Manhattan Bank May 1993 - March 1997
Barclays Bank 1982 - 1993
Wells Fargo Bank 1978 - 1982
Federal Reserve Bank of San Francisco 1975 - 1978
Skills
Commodity, FINRA, Banking, Capital Markets, Finance, Series 63, Series 24, Energy Industry, Fixed Income, Petroleum, Financial Modeling, Credit Analysis, Gas, Commercial Banking, Investment Banking, Credit, Corporate Finance
Education
University of Colorado Boulder 1973 — 1975
MBA, Finance
Miami University, Oxford, Ohio 1968 — 1972
BA Economics
Black Knight Financial Services December 2012 - Present
Wells Fargo May 2012 - Present
Wells Fargo April 2008 - September 2011
Wells Fargo Bank June 2003 - April 2008
Bombardier Capital 1997 - 2003
Household Finance 1989 - 1992
Skills
Consumer Lending, Business Process..., Process Engineering, Efficiencies, Underwriting, Re-engineering, Process Improvement, Credit, Business Process, Balanced Scorecard, Business Analysis, Six Sigma, Loans, Process Management, Mortgage, Servicing, Savings, Financial Data, Management Consulting, Metrics, Executive Management, Project Plans, Business Requirements, Strategic Business, Performance Metrics, Change Management, Business Management, Prioritization, Customer Experience, Process Mapping, Change Leadership, Operational Excellence, Operations Management, Cross-functional Team..., Business Process Design, Operational Efficiency, Performance Improvement, Gap Analysis, Continuous Improvement, Business Change..., Business Strategy, Business Transformation, Organizational Change, Program Management, DMAIC, Project Implementation, Financial Analysis, Business Case, Mentoring, Team Building
Education
University of Colorado Boulder 1981 — 1985
BA, Economics
T. Rowe Price January 2004 - January 2012
Wells Fargo Bank 2002 - 2004
Skills
Mutual Funds
Education
University of Colorado Boulder 1997 — 2001
BA, Economics
MoneyGram International July 2012 - July 2014
Cargill April 2011 - June 2012
US Bank November 2009 - April 2011
MoneyGram International May 2009 - October 2009
JD Power and Associates November 2008 - March 2009
Lifetouch Publishing December 2007 - November 2008
Wells Fargo Bank 2005 - 2007
Wells Fargo Bank 2001 - 2005
Wells Fargo Bank 1999 - 2001
Deluxe Corporation 1998 - 1999
Skills
Data Warehousing, Quality Assurance, Team Building, SDLC, Business Intelligence, Business Analysis, Project Management, Data Modeling, Project Portfolio..., ETL, Vendor Management, Software Project..., Process Improvement, Program Management, Visio, Requirements Gathering, Requirements Analysis, Data Integration, Integration, PMP
Education
University of Central Missouri 1983 — 1986
BSBA, Accounting
Wells Fargo Bank February 2000 - Present
Wells Fargo 2000 - Present
Wells Fargo Private Bank 2000 - Present
Education
University of Cincinnati 1970 — 1974
Citywide Banks Boulder August 2013 - Present
Wells Fargo Bank Boulder March 2012 - August 2013
USBank June 2009 - March 2012
Vectra Bank April 2008 - 2009
Wells Fargo Bank July 2006 - April 2008
Key Equipment Finance 1997 - 2006
Skills
Commercial Lending, Commercial Banking, Treasury Management, Credit, Credit Analysis, Small Business Lending, Loans, Portfolio Management, Banking, Lines Of Credit, Asset Based Lending, Credit Risk, Underwriting, Cash Management, Commercial Mortgages
Education
University of Colorado at Boulder - Leeds School of Business 1982 — 1984
MBA, Finance
William & Mary 1978 — 1982
B.A., Economics, Philosophy double majors
Wells Fargo February 2013 - Present
Saddle Butte Pipeline September 2010 - February 2013
Wells Fargo Bank February 2003 - September 2010
Wells Fargo 2004 - 2008
Breckenridge Outfitters March 2000 - September 2003
Skills
Commercial Lending, Credit, Loans, Finance, Credit Analysis, Commercial Real Estate, Management, Portfolio Management, Cash Management, Banking, Financial Services, Small Business Lending, Financial Analysis, Wealth Management, Investments
Education
Relationship Management Institute 2005 — 2005
Commercial Lending and Banking
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Business Management
Summit High School 1995 — 1999
West Middle School
Housing Capital Company January 2014 - Present
Wells Fargo Bank February 2011 - January 2014
First Horizon Home Loans February 2005 - October 2010
Washington Mutual October 2002 - February 2005
Skills
Construction Loans, Real Estate, Credit Analysis, Loans, Single Family Homes, Lines Of Credit, Banking, Commercial Real Estate, Real Estate Financing, Construction, REO, Portfolio Management
Education
University of Colorado Boulder 2000 — 2001
Sociology & Political Science
University of Washington 1997 — 2001
BA, Sociology & Political Science
Mercer Island High School
Wells Fargo Bank August 2010 - Present
Allina Hospitals & Clinics 2008 - August 2010
Medtronic June 2001 - May 2008
Star Tribune 1990 - 2001
Education
University of Central Florida
BA, Communications: Advertising, Public Relations
Fifth Third Bank March 2010 - Present
Pinnacle Bank (AZ) November 2008 - September 2009
Silver State Bank July 2005 - September 2008
First National Bank of Arizona November 2001 - April 2005
Fifth Third Bank March 1992 - October 2001
Wells Fargo Bank February 1997 - June 1998
Skills
Mergers & Acquisitions, Banking, Small Business Lending, Retail Banking, Commercial Banking, Commercial Lending, Relationship Management, Finance, Sales, Credit, Business Development, Underwriting, Retail, Loans, Contract Negotiation, Lines Of Credit, Credit Risk, SBA, Portfolio Management, Credit Analysis, Leadership, Budgets, Loan Origination, Strategic Planning, Consumer Lending
Education
University of Phoenix 1999 — 2003
MBA, Business Administration
University of Cincinnati 1990 — 1994
BA, Economics
Capital Pacific Bank February 2014 - Present
Capital Pacific Bank June 2008 - February 2014
Wells Fargo Bank 2006 - 2008
Skills
Commercial Banking, Banking, Business Development, Finance, Sustainability, Nonprofits, Cash Management, Customer Service, Financial Analysis, Loans, Small Business, Credit, Portfolio Management, Leadership, Small Business Lending
Education
University of Colorado Boulder 1998 — 2002
BS, International Economics
AT&T, Software Development & Engineering, PMO July 2014 - Present
Goodwill of North Georgia January 2014 - July 2014
CCH Small Firm Services, PMO March 2013 - October 2013
SunTrust Bank November 2011 - October 2012
Wells Fargo Bank March 2011 - November 2011
TIAA-CREF October 2010 - March 2011
Wells Fargo Bank May 2009 - October 2010
Infosys McCamish Systems August 2008 - October 2008
TIAA-CREF February 2007 - June 2008
Infosys McCamish Systems July 2006 - December 2006
Skills
Agile Project Management, Project Management, SDLC, Business Analysis, Quality Assurance, Integration, IT Contract Negotiation, Requirements Gathering, Software Documentation, Agile Methodologies, Process Improvement, Requirements Analysis, Software Development, Scrum, Business Requirements, PMO, Team Leadership, Management, Project Planning, Leadership, PMP, Software Project..., Web Development, Visio, Training, Vendor Management, Business Intelligence, Microsoft Visual Studio..., Agile, Version One, Application Development, SharePoint, SQL, Gap Analysis, Healthcare, Mentoring, Application Lifecycle..., Lean Six Sigma White..., CMMI Level 2, Microsoft Project
Education
University of Central Florida
Bachelor of Arts
Wells Fargo Bank 1988 - Present
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
University of Colorado at Boulder 1974 — 1978
BA, International Affairs
Wells Fargo Bank November 2011 - Present
Wells Fargo Bank September 1993 - November 2011
Skills
Certified Corporate..., Operational Risk, Financial Risk, Risk Management, Banking, Risk Assessment, Commercial Banking, Credit, Management, Retail Banking, Financial Services, Finance, Loans, Training, Consumer Lending, Credit Analysis, Financial Analysis, Customer Service
Education
University of Central Florida 1993 — 1996
BS, Communication Disorders
Wells Fargo Bank November 2006 - July 2008
Education
University of Colorado Boulder 2000 — 2004
BA, Political Science
JPMorgan Chase February 2000 - 2008
JPMorgan Chase (formerly WaMu) February 2000 - 2008
Wells Fargo Bank January 1998 - January 2000
Washington Mutual Bank January 1996 - January 1998
Deltanet January 1995 - January 1996
Washington Mutual Bank January 1993 - January 1994
Computer Task Group January 1990 - January 1993
Cincinnati Bell Information Systems (Convergys) January 1986 - January 1990
Red Lobster Inns January 1983 - January 1986
Skills
CICS, Oracle, SQL, COBOL, VSAM, Mainframe
Education
University of Central Florida 1979 — 1983
Bachelor of Science, Computer Science
Wells Fargo Bank January 2008 - Present
Bank of America March 2005 - January 2008
SunTrust Bank November 1998 - March 2005
SunTrust Bank 1998 - 2005
GOVERNMENT FINANCIAL ADVISORS, INC February 1995 - February 1997
Seminole Community College February 1995 - February 1997
Education
University of Central Florida 1994 — 1995
MASTER OF ARTS, APPLIED ECONOMICS; financial economics
Western Michigan University - Haworth College of Business 1990 — 1993
BACHELOR, BUSINESS ADMINISTRATION
Wells Fargo Bank January 2005 - Present
Conning Asset Management 1998 - 2000
Skills
Investments, Loans
Education
University of Colorado Boulder - Leeds School of Business 1971 — 1977
Finance, Real Estate Finance
Mission Management & Trust Co. March 2004 - Present
Citigroup April 1989 - February 2003
Sanwa Bank California December 1987 - March 1989
Wells Fargo Bank May 1978 - December 1987
Education
University of Colorado Boulder 1968 — 1972
B.A., Sociology
Yappy Hour Dog Collars June 2013 - Present
Child Care Professional December 2010 - Present
The Celtic Tavern August 2008 - October 2009
Gunbarrel Veterinary Clinic January 2007 - August 2008
Wells Fargo Bank August 2006 - December 2006
The Walrus Saloon July 2005 - May 2006
DeLoreto-DeLoreto, Attorneys at Law August 2002 - May 2003
Skills
Food Service, Restaurants, Food & Beverage, Food, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Hospitality, Organizational..., Coordinating Tasks, Multi Tasking, Determination to Succeed, Integrity, Data Entry, Secretarial Skills, Project Planning, Problem Solving, Enthusiastic..., Intellectually Curious
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Arts and Sciences, International Affairs
Wells Fargo Bank March 2003 - Present
Citibank 2001 - 2003
Providian Financial 1999 - 2001
Hilltop Research 1998 - 1999
US Bank 1996 - 1998
Education
University of Cincinnati
Finance and Operations Research
NBH Capital Finance October 2013 - Present
WELLS FARGO BANK December 2010 - October 2013
WELLS FARGO BANK October 2007 - December 2010
Wells Fargo Bank January 2007 - October 2007
Skills
Banking, Business Intelligence, Credit, Loans, Customer Service, Treasury Management, Credit Analysis, Sales, Financial Analysis, Strategic Planning, Financial Services, Leadership, Mortgage Lending, Commercial Banking, Retail Banking, Cash Management, Loan Origination
Education
University of Colorado Boulder 1993 — 1997
BS, Accounting
Keller Williams Realty November 2011 - Present
Coldwell Banker Country Realty December 2009 - October 2011
YWCA San Diego County July 2009 - August 2009
McCawley Wedding January 2008 - August 2008
Ramona Sentinel October 2006 - February 2007
World Savings April 2006 - October 2006
Wells Fargo Bank December 2002 - October 2005
Washington Mutual July 2003 - June 2004
Parriera Wedding April 2003 - April 2004
Old Kent Financial Services January 1999 - October 2001
Skills
Real Estate, Mortgage Lending, Loans, Marketing, Management, Customer Service, Team Building, Training, Sales, Leadership, Residential Homes, Referrals, Finance, Short Sales, REO, Property Management, Event Planning, Advertising, Contract Negotiation
Education
Escondido Adult Education 2009 — 2009
Certificate, Power Point
Farrin O'Connor Design 2007 — 2009
Jewelry Techniques
San Diego Lapidary Society 2004 — 2009
Lapidary
Rio Grande 2007 — 2007
Certification, PMC
ALLTEL 2000 — 2000
Certification, Loan Servicing
Cuyamaca Community College
Business, Horticulture
University of Central Missouri
Business
Wells Fargo May 2005 - Present
Wells Fargo Bank May 2005 - April 2013
The Spicy Pickle April 2004 - May 2005
Skills
series 6, Series 63, Personal Banking, Commercial Banking, Investment Banking, Spanish-speaking, Sales Presentations, Sales Management, Licensed Life Insurance..., Series 65, Series 7, Wealth Management, Banking, Relationship Management, Commercial Lending, Loans, Series 6, Small Business Lending, Credit, Sales, Customer Service, Cross Selling, Management, Retail Banking, Life Insurance, Private Banking, Finance, Financial Services, Investments
Education
Concordia University-Portland 2014 — 2016
Master of Business Administration (MBA), Finance, General
University of Oregon
BA, Humanities
University of Colorado Boulder 2001 — 2005
International Spanish for the Professions, Business Minor
St Mary's Academy 1997 — 2001
High School
2004 Syracuse University of Madrid
Wind River (an Intel company) October 2014 - Present
Clif Bar & Company September 2014 - Present
PADI April 2014 - Present
Swiftpage July 2010 - January 2014
Wells Fargo Bank August 2009 - June 2010
REI August 2005 - June 2009
DR Horton January 2009 - May 2009
Skills
Email Marketing, Sales, Marketing, Customer Service, Social Media, Social Media Marketing, Marketing Strategy, CRM, Marketing Communications, Online Marketing, Account Management, Event Planning, Salesforce.com, Customer Relations, HTML, Digital Marketing, Lead Generation, Strategic Thinking, Project Management, Adobe Creative Suite, Photoshop, Graphic Design, Business Strategy, Brand Implementation, Strategic Planning, Financial Analysis, Event Management, Training, Brand Development, IoT (Internet of Things), Google Analytics, HTML emails, Marketing Automation, Business Intelligence, Marketo, Reports, Demand Generation, Brand Developement, Branding and Identity, Image Manipulation, Brand Management, Project Coordination, Creative Services, Creative Strategy, SharePoint Designer, SharePoint, Microsft Office Suite, Video Production, Act! CRM, SalesLogix CRM
Education
University of Colorado Boulder 2006 — 2010
Bachelor's Degree, Economics
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Minor, Business Administration
Wells Fargo Bank February 2014 - Present
Wells Fargo SBA Lending November 2012 - February 2014
Wells Fargo May 2011 - November 2012
The Palmetto Bank April 2004 - December 2008
Skills
Business Development, Commercial Banking, Underwriting, Credit, Loan Origination, Banking, Financial Analysis, Sales, Management, Commercial Lending, Credit Analysis, Loans
Education
University of Central Florida - College of Business Administration
Marketing and Accounting
Colorado Association of Commerce & Industry January 2015 - Present
Commerce Bank July 2014 - Present
Denver Metro Chamber of Commerce May 2011 - Present
Colorado Women's Chamber of Commerce January 2011 - Present
JPMorgan Chase November 2008 - July 2014
Adams County Economic Development Corp March 2009 - March 2012
Colorado Business Bank August 2002 - October 2008
Wells Fargo Bank April 1986 - June 2002
Skills
Commercial Lending, Commercial Banking, Finance, Credit, Loans, Banking, Financial Analysis, Real Estate, Underwriting, Credit Analysis, Portfolio Management, Small Business Lending, Treasury Management
Education
University of Colorado at Boulder
Bachelor of Science, Finance
First Citizens Bank May 2012 - Present
US Bank August 2007 - May 2012
Bank of America 2001 - 2004
First Midwest Bank 1991 - 1997
Cosmopolitan Bank May 1991 - May 1996
Wells Fargo Bank 1986 - 1989
Skills
Treasury Management, Mortgage Lending, Finance, Leadership, Commercial Real Estate, Credit Analysis, Credit, Commercial Lending, Banking, Credit Risk, Financial Analysis, Underwriting, Portfolio Management, SBA, Mergers, Business Development, Management, Mergers, Small Business Lending
Education
University of Colorado Boulder - Leeds School of Business 1978 — 1983
BS, Finance
Charles Schwab September 2014 - Present
Wells Fargo July 2013 - September 2014
Wells Fargo Bank March 2012 - June 2013
Wells Fargo October 2010 - March 2012
Wells Fargo October 2009 - October 2010
Wells Fargo April 2008 - October 2010
Citizens Bank 2005 - 2008
Skills
Consumer Lending, Small Business Lending, Loans, Credit, Banking, Commercial Lending, Lines Of Credit, Commercial Banking, Retail Banking, Mortgage Lending, Cross Selling, Credit Analysis, Loan Origination, Branch Management, Deposits, Refinance, Branch Banking, Home Equity Loans, Home Equity Lines of..., Credit Cards, Residential Mortgages, Finance, Cash Management, Wealth Management, Relationship Management, Mortgage Banking, Merchant Services, Private Banking, Customer Retention, Portfolio Management, Sales Management, Financial Analysis, Sales, Risk Management, Investments, Series 7, Financial Services, Leadership, Series 63, Strategic Financial..., Mutual Funds, Series 6, Business Development, Personal Banking, Underwriting
Education
University of Colorado at Denver 2012 — 2015
Master of Business Administration (MBA), Marketing
University of Colorado at Boulder 2004 — 2007
Bachelor of Arts (B.A.)
Wells Fargo 1998 - Present
Wells Fargo Bank 1991 - Present
Education
University of Minnesota - Carlson School of Management 1993 — 1995
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1988 — 1992
Marketing, International Business
Wells Fargo July 2013 - Present
Wells Fargo Bank February 2011 - July 2013
Wells Fargo Bank May 2007 - February 2011
Skills
Product Management, Banking, Treasury Management, Commercial Banking, Credit, Loans, Team Leadership, Risk Management, Public Speaking, Cash Management, Relationship Management, Financial Services, Credit Cards, Payments, Portfolio Management, Leadership, Innovation Development
Education
University of Colorado Boulder
Business and Psychology
Wells Fargo August 2012 - Present
Wells Fargo March 2013 - July 2013
Wells Fargo Bank August 2010 - August 2012
Skills
Financial Analysis, Financial Modeling, Valuation, Credit Analysis, Banking, Credit, Portfolio Management, Underwriting, Microsoft Excel, Accounting, Due Diligence
Education
University of Colorado at Boulder 2006 — 2010
Business Administration, Finance, Real Estate
Wells Fargo Bank 2007 - Present
Skills
Customer Service, Microsoft Office
Education
University of Colorado Boulder 1979 — 1982
B.S., Marketing
KRG Capital October 2012 - Present
Bain Capital September 2008 - September 2012
Williams-Sonoma, Inc. September 2007 - September 2008
Wells Fargo Bank January 2005 - September 2007
Education
Questrom School of Management - Boston University 2009 — 2012
Master of Business Administration (MBA), Strategy and Business Analysis, High Honors
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
B.S.B.A, Finance - Accounting; Leadership
Wells Fargo Bank July 2009 - Present
Neal Gerber and Eisenberg, Field and Goldberg, LLC, and Sidley Austin LLP June 1999 - July 2009
Education
University of Chicago Law School 1997 — 1999
JD, Law
Wells Fargo Bank Associate PlannerCity of Sacramento1984 - 1989
Skills
SDLC
Education
University of Colorado Boulder 1972 — 1976
Bachelor of Arts (BA) - Geography, Urban Studies/Affairs
Reno High School
Studio TBD January 2013 - Present
Architecture August 2005 - Present
Wells Fargo Bank December 2010 - January 2013
Bed Bath October 2009 - June 2010
Stewart Water Information/Title Company of C June 2002 - October 2009
University of Colorado August 2007 - December 2007
University of Colorado June 2007 - September 2007
Education
University of Colorado Boulder 2005 — 2009
Environmental Design, Architecture
University of CO at
Bachelor, Environmental Design in Architecture
Wells Fargo Home Mortgage January 2010 - June 2010
Wells Fargo Bank August 2006 - October 2008
Education
University of Cincinnati 1989 — 1991
Education
University of Iowa 1986 — 1988
Business and Theater
Wells Fargo Bank January 2011 - Present
Executive Assistant to Regional President 1998 - 2011
Skills
Commercial Banking, Small Business Lending, Banking, Credit Analysis, Commercial Lending, Loans, Credit, Portfolio Management, Loan Origination, Consumer Lending
Education
University of Central Florida 1988 — 1992
University of Central Florida
Wells Fargo Bank October 1999 - Present
Wells Fargo 1999 - Present
Skills
Banking, Loans, Commercial Banking, Credit, Cross Selling, Commercial Lending, Portfolio Management, Financial Services, Leadership, Cash Management, Financial Analysis, Relationship Management, Finance, Treasury Management, Credit Analysis
Education
University of Colorado at Boulder 1992 — 1997
Wells Fargo Bank February 1992 - Present
Accenture May 1984 - February 1992
Skills
Risk Management, Leadership, Process Improvement, Portfolio Management, Vendor Management, Information Technology, Project Management
Education
University of Colorado Boulder 1980 — 1984
Bachelor of Applied Science (BASc)
Wells Fargo Bank January 2000 - Present
Education
University of Central Florida - College of Business Administration
Bachelor of Science, Finance
Wells Fargo Bank March 1996 - November 2014
Education
University of Colorado Boulder 1964 — 1970
Bachelor’s Degree, Banking, Corporate, Finance, and Securities Law
Wells Fargo April 2012 - Present
Wells Fargo Bank October 2008 - March 2012
Wachovia, A Wells Fargo Company November 2006 - September 2008
First Data Corporation - REMITCO June 2004 - October 2006
First Union National Bank - Wachovia Bank 1997 - 2004
Star Bank 1996 - 1997
Skills
Risk, Vendor Management, Banking, Reg Z, Lockbox, Remittance Processing, Third Party Vendor..., Vendor Relationships, Payment Card Processing, Outsourcing, Credit Card Transaction..., Vendor Audit, Transaction Processing, Operations Management, Financial Risk, Treasury Management, Relationship Management, Treasury Services, Project Management, Cash Management, Operational Risk..., Business Analysis, Financial Services
Education
Hanover High School
University of Cincinnati
U.S. Bancorp Government Leasing and Finance, Inc. December 2011 - Present
The Pampered Chef March 2011 - October 2014
Key Government Finance, Inc. February 2010 - December 2011
Key Government Finance, Inc. June 2007 - February 2010
Wells Fargo Bank June 2006 - June 2007
Skills
ACT!, Microsoft Office, Spanish, Lotus Notes, Quickbooks, LeasePak, Software Documentation, Customer Service, Credit, Risk Management, Leadership, Management, Training, Negotiation
Education
University of Colorado Boulder 2002 — 2006
Bachelor's degree, Economics
Colorado State Bank and Trust July 2014 - Present
Colorado State Bank and Trust September 2013 - June 2014
Colorado State Bank & Trust March 2012 - August 2013
Wells Fargo Bank 1998 - 2010
Resolution Trust Corporation January 1991 - May 1998
Skills
Excellent Customer..., Excel, Word, Computer Hardware, Customer Satisfaction, Direct Sales, Microsoft Excel, Customer Service, Microsoft Word, Retail Banking, Consumer Lending, Small Business Lending, Banking, Loans, Cross Selling, Lines Of Credit, Loan Origination, Commercial Lending
Education
University of Colorado at Boulder 2006 — 2009
Graduate Banking School
Gateway High school 1978 — 1981
Wells Fargo Bank July 2010 - Present
Triton Investments September 2006 - July 2010
Skills
Mortgage Banking, Government Loans, FHA, FHA financing, VA loans, Home Equity Lines of..., Residential Mortgages, Home Equity Loans, Credit, USDA, Banking, Construction Loans, Consumer Lending, Reverse Mortgages, Lines Of Credit
Education
Central Missouri State University
Utah State University
Wells Fargo Bank August 1988 - Present
Skills
Credit, Loans, Credit Analysis, Banking, Loan Origination, Commercial Banking, Lines Of Credit, Asset Based Lending, Commercial Lending, Consumer Lending, Mortgage Banking, Mortgage Lending, Commercial Mortgages
Education
University of Central Florida - College of Business Administration 1984 — 1988
Bachelor of Science (B.S.), Finance, General
EVS-Nespresso August 2012 - Present
Wells Fargo Bank June 2011 - August 2012
Westgate Vacation Villas February 2011 - December 2011
Network Trust Solutions December 2008 - February 2011
CN FINANCIAL GROUP January 2005 - November 2008
Education
University of Central Florida 1996 — 2000
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Wells Fargo Bank June 2015 - Present
Wells Fargo October 2011 - Present
Wells Fargo Bank April 2008 - 2011
Wells Fargo Bank February 2005 - April 2008
Wells Fargo Bank January 2003 - February 2005
Wells Fargo Bank January 1998 - June 2004
Skills
Loans, Banking, Retail Banking, Loan Origination, Credit, Strategic Planning, Consumer Lending, Mortgage Lending, Financial Analysis, Coaching, Private Banking, Securities, Underwriting, Small Business Lending, Team Building, Recruiting, Sales Management, Sales, Cross Selling, Lines of Credit, Operations Management, Risk Management, Relationship Management, Executive Management, Customer Service, Change Management, Mergers & Acquisitions, Leadership, Public Speaking, Negotiation, Community Involvement
Education
University of Central Florida 1991 — 1995
B.A., Economics