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
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Wells Fargo Bank Employees
Blogger - www.cantiwell-write.blogspot.com August 2010 - Present
Augustana Care April 2011 - March 2015
Welcov Healthcare, Welcyon "Fitness after 50" and Welcamp "Fitness Where You Live" March 2015 - 2015
Edina Realty Referral Network December 2009 - April 2011
Freelance Writer 2005 - 2011
Edina Realty December 2008 - December 2010
Wings Financial Credit Union August 1998 - February 2008
Wells Fargo Bank June 1997 - August 1998
Richfield Bank & Trust Co. December 1984 - June 1997
Education
University of Minnesota - Carlson School of Management 1995 — 1997
Management Certification
Employers Association 1990 — 1992
Supervision Certificate
Wells Fargo Bank May 2006 - Present
Skills
Wealth Management, Series 7, Banking
Education
University of Maryland College Park 1977 — 1984
Deloitte July 2010 - Present
Wells Fargo Bank December 2008 - June 2010
Skills
IT Strategy, Team Management, Business Process, Management Consulting, Internet of Things, Business Process..., Project Management, Business Analysis, SDLC, Strategy, Enterprise Architecture, Governance, Business Transformation, Business Intelligence, Business Process Design, Requirements Gathering, Requirements Analysis, Data Analysis, Financial Modeling, Process Improvement, Business Strategy, Change Management, Consulting, Visio, Program Management, PMO, Strategic Planning, Vendor Management, Testing, Reporting & Analysis, Telecommunications..., Billing Solutions, Telecommunications, Telematics, Solution Architecture, Cross-functional Team..., Analysis, Management, Business Requirements, Microsoft Excel, Microsoft Office, Software Project..., Integration
Education
University of Minnesota - Carlson School of Management 2007 — 2010
BSB, Finance, MIS
Citizens Independent Bank June 2013 - Present
Appraisal Round Table 2013 - 2015
Appraisal Round Table 2013 - 2015
Appraisal Round Table 2013 - 2015
Lake Community Bank August 2010 - March 2013
USBank 2013 - 2013
USBank 2013 - 2013
BankCherokee June 2008 - August 2010
Wells Fargo Bank February 2005 - August 2007
Skills
Loans, Portfolio Management, Banking, Real Estate, Commercial Banking, Analysis, Financial Reporting, Small Business, Small Business Lending, Commercial Lending, Cash Flow, Lines Of Credit, Treasury Management, Financial Analysis, CPA, Credit, Credit Analysis, Underwriting
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Master of Business Administration (MBA), Accounting & finance
William Mitchell
William Mitchell
NorthMarq Capital May 2014 - Present
Wells Fargo January 2007 - April 2014
Wells Fargo Bank October 2009 - February 2010
Skills
Real Estate, Investments, Loans, Underwriting, Credit, Business Analysis, Business, Asset Based Lending, Credit Analysis, Commercial Real Estate, Finance, Portfolio Management, Risk Management, Real Estate Economics, Commercial Mortgages, Management, Asset Management
Education
University of Miami 2013 — 2015
Master of Business Administration (MBA)
Virginia Commonwealth University 2002 — 2007
B.S., Finance
Celebrity Cruises, Inc. January 2015 - Present
Carnival Cruise Lines May 2014 - December 2014
Carnival Cruise Lines February 2013 - April 2014
Carnival Cruise Lines November 2011 - January 2013
Sean Wolfington February 2011 - May 2011
Wells Fargo Bank May 2010 - October 2010
Carnival Cruise Lines February 2009 - April 2009
Carnival Cruise Lines May 2008 - August 2008
Carnival Cruise Lines May 2007 - August 2007
Skills
Digital Marketing, Online Marketing, Marketing, Social Media Marketing, Marketing Communications, Strategy, Leadership, Supervisory Skills, Product Management, Sales, Team Leadership, Project Management, Cross-functional Team..., Project Planning, Management, Customer Service
Education
University of Miami 2007 — 2011
BBA, Marketing and Entrepreneurship Major
Our Lady of Lourdes Academy
Wells Fargo Bank 2008 - Present
Wachovia Bank 2001 - 2008
First Union National Bank 1992 - 2001
Southeast Bank 1979 - 1992
Walter E. Heller & Company 1975 - 1979
Skills
Commercial Lending, Credit Analysis, Credit, Wealth Management, Commercial Banking, Loans, Portfolio Management, Asset Based Lending, Middle Market, Underwriting, Banking, Credit Risk, Lines Of Credit, Private Banking, Risk Management, Financial Risk, Private Equity, Consumer Lending, Loan Origination, Mortgage Lending
Education
University of Miami 1973 — 1974
Master of Business Administration (M.B.A.)
University of South Florida 1971 — 1973
Bachelor of Arts (B.A.), Economics
Toyota Financial Services 2010 - Present
Power Paws Assistance Dogs, inc. August 2014 - Present
Power Paws Assistance Dogs, inc. August 2008 - August 2014
Response Analytics October 2008 - February 2010
Wells Fargo Bank August 2006 - October 2008
University of Florida, Warrington College of Business Administration September 1999 - August 2006
Norfolk Southern Railway January 2002 - August 2004
Intelligent Transportation Systems Research Center of Excellence August 1995 - August 1999
Tidewater Consultants May 1984 - August 1995
Skills
Analytics, Operations Research, Data Mining, Data Analysis, Business Analytics, Quantitative Analytics, SAS, Predictive Analytics, Business Intelligence, Business Analysis, Statistics, Analysis, Risk Management, Statistical Modeling, Predictive Modeling, Credit Risk, Financial Risk, Management, Process Improvement, Leadership, Strategy, Financial Services, Auto Finance, Finance
Education
University of Michigan 1995 — 1999
Ph.D.
University of Virginia 1989 — 1991
M.S.
University of Virginia 1983 — 1987
B.A.
CBRE, Inc. June 2011 - Present
Wells Fargo Bank September 2005 - June 2011
FINOVA Capital Corporation / Cactus Resort Properties, Inc.; March 2006 - September 2009
FINOVA Capital Corporation May 1997 - March 2006
Terracon Environmental, Inc. November 1996 - May 1997
ATEC Associates, Inc. 1991 - 1996
SCI Environmental, Inc. 1990 - 1991
MAA/USA 1988 - 1990
JL Gasparott Builders 1982 - 1988
Skills
Risk Management, Management, Due Diligence, Construction Management, Sustainability, Remediation, Environmental..., Financial Risk, Real Estate, Project Management, Environmental Impact..., Process Improvement, Construction, Environmental Awareness, Condition Assessment, Program Management, Environmental Consulting, Analysis, Operations Management, Business Development, Phase 1, Loans, Budgets, Risk Assessment, Security, Environmental Compliance, Finance, Engineering, Portfolio Management, Investments, Proposal Writing, Underwriting, Commercial Real Estate
Education
University of Michigan 1982 — 1988
Bachelor of Science (BS), Geological Sciences
Bankers Trust July 2013 - Present
Meridian Bank February 2012 - July 2013
AmTrust Bank May 2011 - February 2012
National Bank of Arizona August 2007 - May 2011
Wells Fargo Bank November 2004 - August 2007
Skills
Commercial Banking, Banking, Treasury Management, Portfolio Management, Merchant Services, Cash Management, Treasury Services, Relationship Management, ACH, Electronic Payments, Credit Cards, Internet Banking, Cross Selling, Payment Card Processing, Payments, Banking Relationships, Treasury, Lockbox, Positive Pay, Sweep Accounts, Remote Deposit Capture, Account Reconciliation, Account Management, Depository Services
Education
University of Maryland University College 2008 — 2010
Master of Science, Financial Management and Information Systems
University of Phoenix 2004 — 2006
Bachelor of Science, Business and Marketing
Eastern Arizona College 2002 — 2004
Associate
Wells Fargo May 2015 - Present
Wells Fargo October 2007 - Present
Wells Fargo Bank June 2007 - October 2007
Wells Fargo Bank June 2006 - June 2007
Skills
Treasury Management, Commercial Banking, Banking, Finance, Loans, Credit, Commercial Lending, Portfolio Management, Risk Management, Credit Analysis, Financial Analysis, Consumer Lending, Management, Small Business Lending, Financial Services
Education
Umass Amherst 1999 — 2003
Bellwether Enterprise Real Estate Capital, LLC (Formerly Towle Financial Services) September 2012 - Present
Wells Fargo Bank 2001 - 2004
Hartger & Willard/Bloomfield Acceptance Co. 1998 - 2001
Proctor & Associates February 1990 - February 1998
Michigan National Bank 1986 - 1990
Skills
Michigan Real Estate..., Loans, Mortgage Lending, Portfolio Management, Credit, Commercial Mortgages, Real Estate Transactions, Real Estate Financing, Due Diligence, Real Estate Development, Investments, Dispositions
Education
University of Michigan 1982 — 1986
Bachelor of Arts (B.A.), Economics and Political Science
Community Capital Management, Inc. June 2015 - Present
Wells Fargo Bank March 2010 - May 2015
Wells Fargo October 2009 - March 2010
Wells Fargo June 2007 - October 2009
Jeffrey Slocum & Associates June 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Financial Statement..., Credit Analysis, Underwriting, Sales Management, Covenant Compliance, Valuation, Projection Modeling, Asset Based Lending, Commercial Banking, Treasury Management, Investments, Mergers & Acquisitions, Banking
Education
University of Minnesota - Carlson School of Management 2002 — 2007
Bachelor of Science (B.S.), Finance and Entrepreneurial Management
BCHS
VAST Enterprises January 2009 - Present
CPG Building Products 2013 - 2014
CPG Building Products 2013 - 2014
Karbon, LLC January 2010 - December 2010
Wells Fargo Bank June 2008 - December 2008
Justice Construction Co June 2003 - May 2008
Skills
Marketing Strategy, Sales, Sales Management, Start-ups, Customer Service, Marketing, Building Materials, Business Development, Leadership, New Business Development, Account Management
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BSB, Finance, Entrepreneurial Management
U.S. Bank 2014 - Present
The Bridge For Youth 2013 - Present
Wells Fargo 2010 - 2014
Wells Fargo Bank 1997 - 2010
Norwest Bank, N.A. 1994 - 1997
Norwest Bank, N.A. 1991 - 1993
Accenture 1990 - 1991
IBM 1988 - 1990
IBM World Trade Asia, Corporation 1988 - 1988
Skills
Risk Management, Securitization, Corporate Trust, Leadership, Management, Relationship Management, Portfolio Management, Strategic Planning, Municipal Bonds, MBS, CRM, mortgage ser, Cross-functional Team..., Workout, Litigation Management, Issue Management, Creative Problem Solving, Collaborative Problem..., Operational Risk..., Fixed Income Portfolio..., Consulting, Housing Finance, Asset Backed Financing, Turnaround Strategy, Compliance, Presentations, Public Speaking, Education, Elementary Education, Non-profit..., Non-profit Leadership, Community Engagement, Community Support, Community Outreach, Project Management, Situational Leadership, New Business Development, Business Strategy, Culture Change, Change Management, Capital Markets, P&L Management, Banking, Financial Services
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (BS), Business Administration (BA) - Finance
University of Minnesota-Twin Cities
Master of Education (MEd), Education
Lourdes High School
Wells Fargo Bank June 2011 - Present
Wells Fargo Bank January 2011 - May 2011
Wells Fargo Bank July 2008 - January 2011
Kohl's Department Stores June 2007 - August 2007
Skills
Credit Analysis, Underwriting, Credit, Commercial Banking, Commercial Lending, Portfolio Management
Education
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Finance
Regency Title, Inc. June 2010 - Present
University of Minnesota Masonic Children's Hospital July 2014 - Present
University of Minnesota Masonic Children's Hospital May 2012 - Present
Rubicon Mortgage Advisors, LLC January 2006 - December 2013
Wells Fargo Bank May 1993 - May 2010
Skills
Strategy, Strategic Planning, Management, Marketing, Sales Operations, Recruiting, Loans, Finance, Sales, Investment Properties, Program Management, Banking, Real Estate
Education
University of Minnesota - Carlson School of Management
Bachelor of Science, Finance, Operations Management, Marketing
Wells Fargo Bank December 2013 - Present
Wells Fargo Bank January 2006 - December 2013
Wells Fargo Bank January 2003 - December 2005
Wells Fargo Bank January 1999 - December 2002
Norwest Bank January 1995 - December 1998
Norwest Bank January 1995 - December 1995
Norwest Bank January 1994 - December 1994
Norwest Bank June 1992 - December 1993
Norwest Bank February 1991 - May 1992
Skills
Treasury Management, Merchant Services, Electronic Payments, Sales Management, Mobile Payments, Strategic Planning, Sales Presentations, Payment Gateways, Certified Treasury..., Global E-commerce, MBA, Commercial Card, Strategic Consulting, Accounts Payable, Accounts Receivable, Channel Partners, B2B, B2C, New Business Development, Solution Selling, Strategy, Account Management, Sales Process, Business Strategy, Business Alliances, Consulting, Team Leadership, Cross-functional Team..., ERP, Payment Services, Strategic Negotiations, E-commerce Consulting, E-commerce Optimization, Professional Services, ACH, Credit Cards, Debit Cards, Power Messaging, Banking, Financial Services, Payments, E-commerce, Treasury Services, Portfolio Management, Leadership, Cross Selling, Relationship Management, Payment Card Processing, Start-ups, Management
Education
University of Minnesota - Carlson School of Management 1993 — 1998
Master of Business Administration (MBA), Strategic Management and Organization
University of Wisconsin-Madison 1986 — 1990
Bachelor of Arts (B.A.), History, Political Science
US Bank September 2010 - Present
Valley Industry and Commerce Association (VICA) 2010 - 2015
City National Bank October 2009 - September 2010
Wells Fargo Bank November 2007 - October 2009
LaSalle Bank May 2006 - November 2007
Wells Fargo Bank April 1996 - May 2006
University of South Dakota 1992 - 1995
First Data Corporation 1990 - 1992
USAF 1979 - 1986
Skills
Deal Structuring, Commercial Lending, Treasury Management, Asset Based Lending, Credit, Underwriting, Portfolio Management, Middle Market, Debt
Education
University of Minnesota - Carlson School of Management 1995 — 1996
MBA, Marketing/Finance
University of Nebraska at Omaha 1986 — 1989
BSBA, Finance/Banking
Artspace Projects February 2011 - Present
NorthPoint Health & Wellness Center September 2010 - January 2011
State & Local Policy Program, University of Minnesota June 2010 - October 2010
Catalyst Community Partners March 2010 - September 2010
FAF Advisors March 2007 - October 2009
Fiduciary Counseling, Inc. February 2001 - March 2007
Wells Fargo Bank August 2000 - February 2001
IT Center for Educational Programs, University of Minnesota September 1998 - August 2000
Skills
Non-profits
Education
Humphrey School of Public Affairs - U of MN 2009 — 2011
Master of Urban & Regional Planning
University of Minnesota - Carlson School of Management 1996 — 2000
BSB, Finance
Provide Commerce September 2012 - Present
Event Network August 2010 - September 2012
Charlotte Russe February 2007 - April 2010
Wells Fargo Bank December 2003 - February 2007
EXPRESS May 2000 - December 2003
Skills
Retail, Fashion, Merchandising, Visual Merchandising, Trend Analysis, Purchasing, Apparel, Assortment, Time Management, Inventory Management, Sales, Analysis, Forecasting, Project Planning, E-commerce, Trend, Inventory Control, Merchandise Planning, Textiles, CRM, Wholesale, Illustrator, Store Management, Sourcing, Customer Service, Pricing, Teamwork, Multi-channel Retail, P&L Management, Sewing, Retail Sales, Profit, Private Label, CPFR, Trend Forecasting, Hiring, Retail Buying, Leadership, Product Development, Marketing, Trade Shows, Brand Management, Photoshop, POS, Store Operations, Driving Results, Loss Prevention, Supply Chain Management, Demand Planning
Education
University of Massachusetts, Amherst
Bachelor of Science
Wells Fargo Bank December 2000 - Present
Skills
Corporate Finance, Investments, Finance, Account Management, Management, Corporate Trust, Relationship Management, Financial Analysis, Financial Services, Business Analysis
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA
Harris Corporation July 2013 - Present
Harris Corporation April 2012 - June 2013
HostDime.com May 2010 - September 2011
Wells Fargo Bank May 2008 - August 2008
Wells Fargo Bank May 2006 - May 2008
Skills
Java, Troubleshooting, JavaScript, Active Directory, Virtualization, Apache, PHP, SQL, Linux, Cloud Computing, Customer Service, C#, Visual Studio, Visio, Oracle, Automated Software..., HTML, HTML 5, CSS, CSS3, Adobe Creative Suite, Microsoft Suites, Requirements Gathering, System Testing, Regression Testing, Search Engine Technology, FTP software, System Administration, MySQL, jQuery, SharePoint, Web Applications, Integration, Unix, IIS, Databases, Web Development, Software Development, Visual Basic, Solaris, Requirements Analysis, Servers, Test Planning, Scrum, Agile Methodologies, Systems Analysis, Programming, ASP.NET, ISTQB Certified, ISTQB
Education
University of Central Florida 2008 — 2011
Bachelors in Science, Information Technology, Information Technology
University of Minnesota - Carlson School of Management 2008 — 2008
Accounting
General Motors December 2012 - Present
Kinecta Federal Credit Union April 2012 - March 2014
Freedom Mortgage Corp February 2010 - November 2010
Wells Fargo Bank April 2009 - December 2009
Chase Manhattan Bank February 2005 - January 2009
Branch Mortgage Banker Rock Financial / Quicken Loans July 2003 - February 2005
Flagstar Bank June 2000 - March 2002
GMAC Mortgage LLC/GMAC Residential Capital LLC 1996 - 2000
Skills
Mortgage, Loans, Credit, Loan Origination, Employee Hiring, Sales Management, Wholesale Banking, Wholesale Lending, Mortgage Lending, FHA, Refinance, Finance, Recruiting, Sales, Mortgage Underwriting, Loss Mitigation, Residential Mortgages, Government Loans, B2B, Management, USDA, Portfolio Management
Education
University of Phoenix 2009 — 2012
BA, IT Networking - Business
University of Michigan 1981 — 1982
None, Biological Sciences
Target September 2014 - Present
Target December 2012 - September 2014
Delta Air Lines December 2011 - December 2012
Best Buy May 2011 - December 2011
Ameriprise Financial Services, Inc. February 2011 - May 2011
Wells Fargo Bank December 2009 - February 2011
Delta Air Lines August 2008 - December 2009
Virchow Krause & Company June 2006 - August 2008
Protiviti June 2005 - September 2005
Skills
Android, Agile Methodologies, Requirements Analysis, SDLC, Project Management, Business Analysis, PMO, Cross-functional Team..., Business Process, Process Improvement, Quality Assurance, Software Documentation, SharePoint, Integration, Visio, Management, Quality Center, Testing
Education
University of Minnesota-Twin Cities 2009 — 2009
Certificate in Business Analysis, Business Analysis
University of Minnesota - Carlson School of Management 2002 — 2006
BS, Finance and Supply Chain Management
Wells Fargo April 2014 - Present
Wells Fargo Bank June 2011 - April 2014
Wells Fargo October 2006 - June 2011
Skills
Corporate Finance, Banking, Investments, Equities, Treasury Management, Financial Forecasting, Portfolio Performance..., Credit Risk, Corporate Governance, Limited Partnerships, Financial Analysis, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA, Finance
University of Minnesota-Morris 2000 — 2004
Bachelor of Arts (BA), Economics and History
University of Minnesota-Morris
National Electric Benefit Fund (NEBF) August 2014 - Present
Wells Fargo Bank February 2014 - August 2014
Capital One October 2009 - November 2013
Capital One October 2009 - November 2013
Chevy Chase Bank June 1998 - October 2009
American management systems February 1993 - June 1998
EDS Group July 1991 - August 1993
Skills
SDLC, DB2, Business Analysis, Visio, Access, IBM Mainframe, Agile Methodologies, Loan Servicing, Analysis, Mainframe, Program Management, Software Development, Software Engineering, ACH, Loan Origination, Data Collection, Quantitative Analytics, VB.NET, C#, Microsoft Office, IBM Rational Tools, Operations Management, ODM, Banking Technologies, JavaScript, CSS, Microsoft SQL Server, SQL, Analytics, Consultants, Disaster Recovery, Microsoft Excel, HTML 5, Java, Loans, PowerPoint, XML, z/OS
Education
University of Maryland College Park 1987 — 1990
Bachelor Management Science with minor in Decision Information Systems, Business Administration and Management, General
University of Maryland College Park
Management Information Systems, General
Teach for America 2011 - Present
Baruch College August 2010 - June 2011
Wells Fargo Bank April 2009 - April 2010
Northwestern Mutual May 2008 - August 2008
Recruitradar.com May 2007 - August 2007
Skills
Teacher Training, Qualified Teacher, Certified to Teach..., Microsoft Office, Finance
Education
University of Miami - School of Business
Bachelor of Business Administration, Finance
Baruch College, Zicklin School of BusinessNew
Master, Business Administration; Entrepreneurship and Finance
Wells Fargo Bank December 2005 - Present
Multi Building Company February 2003 - December 2005
National City Bank May 1988 - January 2003
Michigan National Bank January 1982 - May 1988
Plante Moran June 1978 - January 1983
Skills
Real Estate Economics, Loans, Commercial Mortgages, Commercial Lending, Real Estate, Portfolio Management, Due Diligence, Investment Properties, CMBS, Financial Analysis, Real Estate Financing, Commercial Banking, Credit, Real Estate Development, Commercial Real Estate, Real Estate Transactions
Education
University of Michigan Business School 1974 — 1978
BBA, Accounting / Finance
University of Detroit Jesuit High School 1970 — 1974
Delta Air Lines September 2014 - Present
Myriad Corporation 1996 - Present
Wells Fargo Bank January 2000 - March 2014
CH Robinson April 2002 - May 2003
Ameriprise Financial Services, Inc. November 1996 - January 2000
Burlington Northern Railroad June 1989 - November 1995
Skills
Credit Cards, EDI, Debit Cards, User Interface, Client/server, Brokerage, Checks, Desktop Computers, Risk Management, PMP, Payments, Fraud, Claims Management, Encryption, Alerts, PIN, Compliance, User Acceptance Testing, Business Requirements, Requirements Gathering, Training, Program Implementation, Project Management, Program Management
Education
University of Minnesota - Carlson School of Management
MBA, Information Technology
University of Wisconsin-Madison - School of Business
Bachelor of Business, Marketing
Covenant Care 2014 - Present
Sabbatical/Volunteer 2012 - 2014
Epicor 2008 - 2012
Experian 1995 - 2007
Wells Fargo Bank 1992 - 1995
United States Navy 1986 - 1991
Skills
Forecasting, Finance, Mergers & Acquisitions, Strategy, Managerial Finance, Budgets, Accounting, Mergers, Business Planning, Analysis, Due Diligence, Strategic Financial..., Internal Controls, Management, Financial Analysis, Leadership, ERP, Business Analysis, Financial Reporting, Program Management, Restructuring, Credit, Project Management, Financial Modeling, Strategic Planning, Business Process..., Executive Management, Sarbanes-Oxley Act, Interpersonal Skill, Oral & Written..., Written & Oral..., Executive Level..., Performance Benchmarking, Business Decision Making, Business Modeling, Executive Reporting, Variance Analysis, Cost Variance Analysis, Revenue Analysis, Revenue Recognition, Revenue Forecasting, Cost Accounting, Cost Control, Cost Planning, Operational Analysis, Operating Expenses, Pricing Analysis
Education
University of San Diego 1991 — 1993
MBA, Finance
University of Maryland University College 1988 — 1990
BS, Finance & Marketing
Boston Scientific February 2014 - Present
American Medical Systems March 2009 - January 2014
The Mosaic Company 2005 - 2009
Hennepin Conservation District 2003 - 2004
MoneyGram International 2000 - 2003
Wells Fargo Bank 1996 - 2000
Skills
Forecasting, Financial Modeling, Financial Analysis, Strategy, Finance, Process Improvement, Strategic Financial..., Competitive Analysis, Managerial Finance, Analysis, Budgets, SAP, Management, Analytics, Business Strategy, Strategic Planning, Hyperion Enterprise, Project Planning, Banking, Executive Management
Education
University of Minnesota - Carlson School of Management 1995 — 1997
Bachelor, Finance
SavvyBusinessMom.com February 2009 - Present
www.GetPaidToProspectOnline.com June 1999 - Present
Wells Fargo Bank July 2007 - February 2008
Education
University of Miami - School of Business 1996 — 2000
Wells Fargo Bank February 2011 - Present
EnviroTrac January 2010 - February 2011
TetraTech, NUS September 2009 - December 2009
ATC Associates, Inc July 2000 - May 2009
ATC Associates, Inc January 2000 - January 2003
Self 1999 - 2000
LJ Hebert Environmental Consulting Services, Inc January 1996 - January 1999
RT Environmental Services, Inc January 1993 - January 1996
IT Corporation January 1990 - January 1993
Education
University of Miami 1978 — 1983
Bachelor of Science, Geology
Wells Fargo Bank September 2007 - April 2013
Skills
Series 7, Series 66, CA Insurance License
Education
University of Miami - School of Business 2005 — 2007
Bachelor's degree, Business Administration and Management, General
Wells Fargo Securities April 2012 - April 2014
Barclays Capital July 2010 - April 2012
Kenan-Flager School of Business August 2008 - July 2010
Wells Fargo Bank July 2006 - June 2008
IMG 2004 - 2004
Orlando Magic 2003 - 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Business
University of North Carolina at Chapel Hill 1999 — 2003
BSBA, Business Administration
University of Melbourne - Melbourne Business School
Audible, Inc.(An Amazon.com company) July 2014 - Present
Amazon July 2013 - July 2014
Duke Energy Corporation June 2012 - August 2012
JPMorgan Chase March 2012 - April 2012
Wells Fargo Bank 2006 - 2011
Bank of America 2006 - 2006
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance
University of North Carolina at Charlotte
Master of Science (M.S.), Computer Science
University of North Carolina at Charlotte - Belk College of Business
Master, Mathematica Finance
Wells Fargo Bank December 1999 - Present
Arthur Andersen LLP 1998 - 1999
HNC Software Inc. (now part of FICO) 1992 - 1998
Cybertek-Cogensys Corporation 1983 - 1992
Data-Med Corp. 1976 - 1983
Skills
Business Intelligence, Business Analysis, Mortgage, Credit Risk, Process Engineering, Requirements Analysis, SDLC, Risk Management, Data Modeling, Process Improvement, Vendor Management, Change Management, Business Management, Business Rules, Integration, Business Requirements, Quality Assurance, Analysis, Business Process, Data Analysis, Business Process..., Requirements Gathering, Analytics
Education
University of Michigan - Stephen M. Ross School of Business 1968 — 1970
Masters of Business Administration, Computer Science and Marketing
Wells Fargo Bank April 2010 - Present
Comerica Bank November 2002 - March 2010
Comerica Bank January 1993 - November 2002
Skills
Real Estate, Banking, Structured Finance, Capital Markets, Commercial Real Estate, Underwriting, Investment Properties, Real Estate Financing, Real Estate Economics, Finance, Budgets, Disposition
Education
University of Michigan 1989 — 1992
BBA, Bachelor of Business Administration with an emphasis in Finance.
Wells Fargo May 2015 - Present
LaGrande Photography August 2004 - Present
Wells Fargo Bank June 2008 - May 2015
Wachovia, A Wells Fargo Company June 2007 - June 2008
Wachovia, A Wells Fargo Company March 2007 - June 2007
World Savings November 2005 - March 2007
Wells Fargo Bank April 2001 - September 2005
Wells Fargo Bank October 2000 - April 2001
United States Marine Corps March 1996 - March 2001
eBay March 2000 - October 2000
Skills
Analysis, Banking, Computer Security, Customer Service, E-commerce, Enterprise Software, Fraud, Leadership, Management, Process Improvement, Program Management, Risk Management, Security, Strategy, Team Building, Vendor Management
Education
University of Maryland University College 2014 — 2018
BS Cyber Security, Computer Science
Wells Fargo Bank April 2014 - Present
Wells Fargo June 2012 - April 2014
Wells Fargo August 2010 - June 2012
Wells Fargo November 2006 - August 2010
Skills
Financial Modeling, Business Analysis, Financial Analysis, Fixed Income, Data Analysis, Risk Management, Valuation, Portfolio Management, Process Improvement, Financial Reporting, Financial Services, Equities, Finance, Analysis, Investments, Corporate Finance, Bloomberg, Microsoft Excel, Banking, Securities, Financial Risk
Education
University of Maryland University College 2006 — 2009
MS, Accounting and Financial Management
Rochester Minnesota Finance Department May 1994 - Present
City of Faribault January 1986 - May 1994
Wells Fargo Bank August 1982 - December 1985
Education
University of St. Thomas 1989 — 1991
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management 1978 — 1982
Bachelor's Degree, Business Administration and Management, General
Bloomberg LP April 2015 - Present
Bloomberg October 2011 - April 2015
Hagin Investment Management February 2010 - October 2011
Swissquote March 2008 - February 2010
Commerzbank AG March 2007 - March 2008
E*TRADE Financial March 2006 - March 2007
Wells Fargo Bank March 2005 - March 2006
Morgan Stanley September 2004 - January 2005
JP Morgan June 2000 - December 2001
Skills
Structured Products, Investment Management, Fixed Income, Hedge Funds, Equities, Trading, Bloomberg, Financial Markets, Options, Alternative Investments, Asset Managment, Capital Markets, Investments, FX Options, Securities, Asset Management, Foreign Exchange, Bloomberg Terminal, Derivatives, Commodity, Financial Services, Equity Trading, Technical Analysis, ETFs, Electronic Trading, FX trading, Bonds, Trading Systems, Currency, Mutual Funds, Trading Strategies, Proprietary Trading, Portfolio Management, Hedging, Market Data, Asset Allocation, Swaps, New Business Development, Equity Derivatives, Institutional..., Credit Derivatives, MBS, Prime Brokerage, Traders, Emerging Markets, Interest Rate..., Electronic Trading..., Relationship Management, FX Trading
Education
University of Massachusetts, Amherst 2000 — 2004
ward melville 1997 — 2000
Expedia June 2015 - Present
Expedia April 2013 - June 2015
UnitedHealth Group March 2009 - March 2013
IBM February 2007 - March 2009
Wells Fargo Bank November 2005 - January 2007
Flemming & Partner June 2004 - August 2004
Skills
P&L Analysis, Forecasting, Business Process, Metrics, Financial Modeling, Financial Analysis, Process Improvement, Problem Solving, Six Sigma, Customer Engagement, Information Technology, Essbase, PeopleSoft, Hyperion Reports, Lotus Notes, Microsoft Excel, PowerPoint, Access, International Business..., Data Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2012
MBA, Information Systems, Finance
University of Minnesota-Twin Cities 2001 — 2005
BS, Economics
Lowe's Companies, Inc. February 2015 - Present
Ally Financial Inc. December 2014 - February 2015
Ally Financial Inc. December 2011 - December 2014
Cocodyn Software January 2010 - May 2013
Town of Harrisburg, NC November 2007 - December 2011
Wells Fargo Bank 1999 - December 2011
Wachovia Bank 2001 - November 2007
Wachovia, A Wells Fargo Company October 1999 - 2001
Matrix Resources March 1999 - September 1999
ABB August 1998 - March 1999
Skills
Java Enterprise Edition, Object Oriented Design, Disaster Recovery, Design Patterns, Eclipse, Software Development, SDLC, Architecture, SQL, Web Development, Project Management, Oracle, JavaScript, Databases, Unix, Enterprise Software, E-commerce, Leadership, Web Applications, Java, Troubleshooting, Management, Mobile Applications, Architectures, Microsoft SQL Server, Mobile Devices, Agile Methodologies, Android, IT Management, REST
Education
University of Maryland University College 1987 — 1989
Business
Fayetteville Technical Community College 1984 — 1986
General
Brunswick High School
Maryland Live Casino October 2014 - Present
Shell Food Mart January 2007 - December 2014
Montgomery County November 2013 - March 2014
Wells Fargo Bank November 2012 - July 2013
Sandy Spring Bank June 2012 - September 2012
Skills
Cash Flow, Payments, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, English, Windows, Microsoft Office, Public Relations, Team Leadership, Quality Assurance, Cashiering, Leadership, Management, Sales, Security, Team Building
Education
Montgomery College 2014 — 2014
Criminal Justice/Law Enforcement Administration
University of Maryland University College 2011 — 2013
Criminal Justice/Law Enforcement Administration
Wells Fargo Bank August 1999 - February 2013
Alltel Information Services September 1997 - August 1999
Micro Resources October 1989 - September 1997
Phoenix Leasing April 1987 - October 1989
Tri-Valley Growers January 1986 - April 1987
Los Alamos National Laboratory August 1983 - January 1986
The ZIA Company August 1981 - August 1983
Perini Construction Co March 1980 - August 1981
John Hancock Insurance Co. September 1978 - March 1980
Skills
SDLC, Business Analysis, Business Requirements, Data Warehousing, Requirements Analysis, Systems Analysis, Banking, Financial Services, Software Project..., Software Documentation, Agile Methodologies, Databases, Integration, Analysis
Education
University of Massachusetts Boston 1965 — 1978
Bachelor's degree, Mathematics
Immaculate Deception, Everett MA
Independent Contractor Independent Software Prototype Design and Development ConsultantIndependent Consultant2006 - Present
Blue Frog Media December 2005 - 2006
Wells Fargo Bank October 2004 - November 2005
Technology Explorations 2002 - March 2004
ZeroNines Technology 2003 - 2004
Independent Contractor 1996 - 2002
Bank of America 1996 - 2001
ShopExpert 1997 - 1999
Bank of America 1993 - 1996
Bank of America 1987 - 1993
Skills
Software Development, Software Design, Agile Methodologies, Scalability, Perl, Java, Databases, C, Java Enterprise Edition, Networking, Unix, Integration, Linux, Windows, Team Leadership, Mobile Devices, SQL, SDLC, Management
Education
University of Michigan
Bachelor's degree, Psychology and Math
On-line MOOC Courses 2012 — 2014
Continuing Education, Machine learning, statistics and probability, linear algebra, biotechnology and nanotechnology
Wells Fargo December 2013 - Present
Wells Fargo Bank September 2008 - December 2013
Wells Fargo April 2006 - August 2008
Wells Fargo April 2003 - April 2006
Wells Fargo May 2000 - April 2003
Skills
VBA, Mergers & Acquisitions, SQL, Visio, ASP.NET, VB.NET, VBScript, SharePoint..., SharePoint, SharePoint Designer
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor of Science (BS), MIS
Stinson Leonard Street LLP 1997 - Present
McCabe O'Donnell & Wright 1991 - 1996
Gust Rosenfeld, PLC 1982 - 1991
Wells Fargo Bank 1976 - 1978
Skills
Banking, Banking Law, Real Estate Transactions, Business Transactions, Commercial Real Estate, Real Estate, Corporate Law, Contract Negotiation, Commercial Lending, Due Diligence, Corporate Finance, Investments, Creditors' Rights
Education
University of Minnesota Law School 1979 — 1982
JD, Law, Cum Laude
University of Minnesota - Carlson School of Management 1974 — 1976
MBA, Busness Administration - Finance
University of Minnesota - Carlson School of Management 1970 — 1974
Bachelor of Science Business, Accounting and Business
Office of the Nevada Controller January 2015 - Present
State Controller Elect Ron Knecht November 2014 - January 2015
Committee to Elect Ron Knecht March 2014 - December 2014
Wells Fargo Bank October 2013 - December 2014
Republican National Committee August 2012 - February 2014
Nevada Republican Party October 2011 - September 2013
Churchill County Republican Central Committee July 2010 - July 2012
Skills
Loans, Credit, VA loans, Business Analysis, Customer Service, Contract Negotiation, USDA, Small Business Lending, Public Speaking, Strategic Planning, Leadership
Education
University of Massachusetts, Amherst 1985 — 1989
BS, HRTA
Northwestern Mutual July 2011 - February 2013
First Republic Bank September 2009 - June 2010
Wells Fargo Bank August 2008 - September 2009
Skills
Investments, Mortgage Lending, Wealth Management, Retirement Planning, Series 63, Mutual Funds, Strategic Financial..., Series 6, Licensed Life Insurance..., Disability Insurance, Long Term Care Insurance, Risk Management, Group Benefit Plans, Key Person Insurance, Loans, Retirement, IRAs, Securities, 401k, Fixed Annuities, Investment Strategies, 401k Rollovers, Roth IRA, Life Insurance, Insurance, Investment Advisory, Estate Planning, Employee Benefits, Health Insurance, Residential Mortgages, Term Life Insurance, Financial Services, Underwriting, Finance
Education
University of Massachusetts, Amherst 1995 — 1999
Redfield Development Inc. May 2007 - Present
Wheeler & Engelhart PA May 1993 - Present
University of St. Thomas School of Law January 2008 - June 2010
Wells Fargo Bank October 1985 - May 1993
Wheeler & Wheeler October 1976 - October 1985
Skills
Irrevocable Life..., Revocable Trusts, Personal Trust..., Estate Planning, Wills, Legal Writing, Estate Administration, Corporate Law, Estate Tax Planning, Investments, Small Business, Risk Management, Estate Law, Trust Services, Management, Real Estate, Succession Planning, Banking, Trusts, Legal Research
Education
University of Minnesota Law School 1973 — 1976
JD Cum Laude
University of Minnesota-Twin Cities 1970 — 1973
B.A., Biology/ Pre-Med./ Political Science / Pre-Law
University of Miami 1969 — 1970
Biology / Pre Med
The Blake School (MN) 1959 — 1969
College Preparatory
Wells Fargo Home Mortgage May 2013 - Present
Residential Finance Corporation November 2012 - April 2013
Wells Fargo Bank November 2009 - November 2012
UCAN Spay Neuter Clinic June 2009 - November 2009
Mapleknoll Communities, Inc June 2006 - April 2009
Sibcy Cline Mortgage Services, Inc January 1998 - June 2006
Star Bank / US Bank January 1997 - January 1998
PetSmart January 1994 - January 1997
US Army Reserve January 1980 - January 1985
American Express Military Banking 1981 - 1985
Skills
Loans, FHA, Mortgage, Conventional, VA, Mortgage Banking, Mortgage Industry, Refinance, USDA, VA loans, Conforming, Banking, Purchase, Customer Service, First Time Home Buyers, Real Estate, Mortgage Lending, Loan Origination, Residential Mortgages, Government Loans, FHA financing
Education
University of Maryland College Park 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Fremont High School 1973 — 1975
Diploma
University Of Maryland
Bachelor's
Potter Household October 2010 - Present
Wells Fargo Bank July 2001 - October 2010
Skills
Credit, Financial Analysis, Portfolio Management, Mergers, Investments, Asset Managment
Education
University of Minnesota - Carlson School of Management 1997 — 2001
BSB, Marketing
Wells Fargo Bank 2008 - Present
HSBC Global Banking and Markets 2001 - 2008
Citi 1994 - 2001
Skills
Bilingual-Spanish, Banking, Credit, Financial Services, Commercial Banking, Loans, Mortgage Lending, Retail Banking, Executive Management, Business Development, Commercial Lending, Credit Analysis, Management, Underwriting, Loan Origination, Sales, Leadership, Relationship Management, Consumer Lending
Education
University of Massachusetts, Amherst
BS, Finance
University of Massachusetts, Amherst
Master of Business Administration (M.B.A.), International Business
Nevada State Corporate Network, Inc. February 2009 - Present
Wells Fargo Bank 2003 - 2006
Idaho Athletic Club 2000 - 2003
Education
University of Maryland College Park 1985 — 1989
BS
Pearson Embanet 2015 - 2015
Pearson Embanet 2015 - 2015
Pearson Embanet 2015 - 2015
Apple Retail June 2011 - July 2013
Convergys October 2010 - June 2011
Cornerstone Connection April 2005 - April 2010
Radisson Hotel Downtown October 2004 - April 2005
Arden House Antiques July 2001 - February 2002
Wells Fargo Bank September 2000 - March 2001
Skills
QuickBooks, Operations Management, Payroll, Office Administration, Mac, Teamwork, Spanish, Customer Service, Outlook, Sales, Access, Facebook, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Nonprofits, Event Management, Marketing, Blogging, Management, Budgets, Leadership, Online Marketing, Social Media Marketing, Event Planning, CRM, Project Planning, Social Networking, Time Management
Education
Belhaven University 2008 — 2010
Masters, Business Administration
University of Michigan 1996 — 2000
Bachelor in Arts, Organizational Studies
Wells Fargo Bank Learning & Development ConsultantWells Fargo1994 - Present
Skills
Training Delivery, Performance Consulting, Blended Learning, Needs Analysis, ADDIE, Learning Management, Instructor-led Training, Instructional Design, Coaching, Performance Management, Onboarding, Leadership Development, Workshop Facilitation, Captivate, Program Management, Staff Development, Training, Technical Training, Employee Training, Leadership
Education
University of Massachusetts Lowell 1984 — 1986
Music
University of Massachusetts Lowell
Wells Fargo June 2012 - Present
Lowe's Home Improvement November 2011 - May 2012
Infosys October 2011 - May 2012
Systems Integration Solutions March 2010 - September 2011
Wells Fargo Bank March 2010 - September 2011
Mercury Data Systems September 2007 - December 2009
TIAA-CREF September 2007 - December 2008
RWD Technologies March 2005 - January 2007
Nihaki Systems Inc 2003 - 2005
Skills
Siebel, Business Analysis, Quality Assurance, Integration, Technical Analysis, Web Testing, Change Requests, Maps, Quality Center, SDLC, User Acceptance Testing, QTP, Requirements Analysis, Agile Methodologies, Software Project..., Test Planning, Performance Testing, Oracle, System Testing, Test Management
Education
University of Massachusetts Lowell 2001 — 2003
Masters, Computer Science
Osmania University 1997 — 2001
Bachelor's degree, Computer Science
Wells Fargo Bank July 2000 - September 2003
Webvan.com April 1999 - June 2000
PeopleSoft/oracle January 1998 - March 1999
Verizon /MCI telecom December 1997 - December 1998
verizon/mciworldcom November 1996 - November 1997
verizon/mciworldcom August 1994 - October 1996
verizon/mciworldcom June 1993 - July 1994
verizon/worldcom September 1990 - May 1993
Skills
outstanding contact..., in-depth knoweledge of..., critical..., excellent..., strong staff..., CRM, Management, Training, Lead Generation, Customer Service, Strategy, Customer Satisfaction, Program Management, Team Leadership, Strategic Planning, Business Analysis, Call Centers, Sales, Project Planning, Analysis
Education
University of Massachusetts, Amherst 1986 — 1990
ba, economics
PricewaterhouseCoopers December 2013 - April 2014
Take Courage Coaching July 2011 - August 2013
State of Montana September 2005 - January 2013
Wells Fargo Bank August 2002 - October 2004
PwC Consulting October 1996 - October 2001
PW Consulting November 1993 - September 1996
PwC November 1990 - November 1993
Skills
Microsoft Office, Home Based Business, PeopleSoft, Payroll, Insurance, Employee Relations, Coaching, Project Management, Customer Service, Outlook, Public Speaking, Leadership Development, Human Resources, Management, Strategic Planning, Workers Compensation, Organizational...
Education
University of Maryland College Park
Studied in Special Education, Bus. Admin.
University of Phoenix
Coursework in Professional Development, 4.0
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
Wells Fargo Bank March 2005 - Present
The Rouse Company 1989 - 2005
Skills
Commercial Lending, Real Estate Economics, Loans, Credit, Commercial Banking
Education
University of Maryland College Park 1971 — 1975
BA
Wells Fargo July 2015 - Present
Wells Fargo Securities November 2012 - July 2015
Wells Fargo Bank July 2010 - January 2013
Wells Fargo January 2008 - July 2010
HSBC Consumer & Mortgage Lending June 2006 - January 2008
Decision One Mortgage, Member HSBC Group December 2004 - December 2005
ANC Rental Corp (Alamo & National Car Rental) April 2002 - December 2002
Skills
Commercial Lending, Loan Servicing, Credit, Loans, Management, Portfolio Management, Banking, Business Analysis, Finance, Financial Services, Leadership, Process Improvement, Risk Management, Mortgage Lending, Financial Risk
Education
University of Maryland College Park 1995 — 1999
B.S., Marketing
University of Maryland College Park
Stifel Financial Corp. April 2014 - Present
Stifel Financial Corp. March 2012 - March 2014
FHLB Office of Finance December 2006 - April 2012
Wells Fargo Bank November 2005 - December 2006
Bear Stearns August 2001 - September 2005
Education
University of Massachusetts, Amherst 1994 — 1999
University of Massachusetts, Amherst
BS, Economics
Wells Fargo October 2011 - Present
Wells Fargo Bank 2005 - September 2011
Whirlpool Corporation 2002 - 2005
Charles Schwab 1997 - 2002
American Express 1983 - 1992
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
University of Michigan 1979 — 1982
BA, English
Credit Suisse June 2008 - Present
GPS Express July 2007 - March 2008
Wells Fargo Bank October 2005 - June 2007
Marshall Field's November 2004 - December 2005
University of Minnesota August 2003 - May 2004
Skills
Microsoft Excel, Microsoft Word, Human Resources, Compensation & Benefit
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MA, Human Resources and Industrial Relations
University of Minnesota-Twin Cities 2001 — 2004
BA, Political Science
Wells Fargo Bank 2008 - Present
Wells Fargo 2000 - 2008
Wells Fargo Bank 1999 - 2000
Wells Fargo Bank 1997 - 1999
Wells Fargo Bank 1995 - 1997
Skills
Asset Based Lending, Finance, Credit Analysis, Loans, Commercial Banking, Credit Risk, Banking, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1989 — 1992
Bachelor of Science (B.S.), Accounting
University of Minnesota-Duluth
Wells Fargo Bank January 2008 - Present
Wells Fargo Home Mortgage July 2006 - December 2007
Wells Fargo Home Mortgage May 2001 - July 2006
Skills
Credit Analysis, Mortgage Banking, Loans, Loss Mitigation, Credit, Credit Risk, Commercial Banking, Risk Management, Financial Risk, Banking, Enterprise Risk..., Commercial Lending
Education
University of Minnesota - Carlson School of Management 1997 — 2001
Finance and MIS
Cardinal Logistics Management April 2015 - Present
Cardinal Logistics Management August 2014 - April 2015
Wells Fargo Bank 2008 - March 2014
Wachovia Bank 2003 - 2008
Wachovia Bank 2001 - 2003
First Union National Bank 1998 - 2001
JDSU/Acterna/TTC 1989 - 1998
Skills
Vendor Management, SDLC, Enterprise Architecture, Cisco Technologies, Integration, Data Center, Disaster Recovery, Business Strategy, Process Improvement, Change Management, Visio, Business Analysis, Switches, Servers, WAN
Education
University of Maryland College Park 1983 — 1989
Master's degree, Computer Systems Management
University of Maryland College Park
Bachelor's degree, Computer Science
Associated Wealth Management December 2007 - Present
JNBA Financial Advisors May 2006 - November 2007
Wells Fargo Bank September 2002 - May 2006
Nicollet Investment Management May 1999 - September 2002
US Bancorp/Piper Jaffray April 1997 - May 1999
US Bancorp January 1993 - April 1997
US Bancorp August 1989 - January 1993
PaineWebber 1988 - 1989
John G. Kinnard & Co. 1987 - 1988
Skills
Equities, Finance, Portfolio Management, Wealth Management, Trading, Asset Management, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1989 — 1992
MBA, Finance
University of Minnesota-Twin Cities 1983 — 1988
BA, Political Science
Red Wing Central High
Mattel June 2013 - Present
Mattel August 2010 - June 2013
Mattel February 2009 - August 2010
Bain & Company June 2006 - August 2008
Wells Fargo Bank 2000 - 2004
Wells Fargo Bank 1998 - 2000
Wells Fargo Bank 1998 - 1998
Wells Fargo Bank 1995 - 1998
Skills
Business Strategy, Finance, Strategy, Financial Modeling, Corporate Development, Strategic Planning, Financial Risk, Competitive Analysis, Management Consulting, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA
University of Southern California 1990 — 1994
BS, Business Administration
RCIS February 2010 - Present
Wells Fargo Bank 2009 - 2010
MoneyGram International February 2008 - May 2009
Logisolve December 2005 - July 2007
MoneyGram International December 2005 - June 2007
Unisys September 1995 - November 2005
Education
University of Minnesota - Carlson School of Management 1992 — 1995
BSB, Management Information Systems
Duke Energy Corporation (Strategic Staff Solutions) April 2013 - Present
BB&T (QCentric Consultants) November 2012 - April 2013
Apex Systems Inc May 2012 - September 2012
Wells Fargo Bank May 2012 - September 2012
Collabera March 2011 - March 2012
Collabera Inc March 2011 - March 2012
Capital One February 2010 - March 2011
Capital One Bank February 2010 - March 2011
Fundtech Corporation October 2004 - February 2009
Fundtech September 1995 - February 2009
Skills
Business Analysis, Software Project..., System Integrators, Implementation Services, Payment Systems, Cash Management
Education
University of Maryland College Park 1978 — 1981
University of Maryland
Bachelor of Science, Physical Education
Wells Fargo January 2013 - Present
Wells Fargo June 2012 - December 2012
Wells Fargo Bank June 2010 - June 2012
Cargill August 2009 - June 2010
Skills
Financial Analysis, Financial Modeling, Credit, Credit Analysis, Loans, Portfolio Management, Risk Management, Banking, Finance, Commercial Banking, Credit Risk
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Cigna October 2014 - Present
Well Reasoned Solutions January 2002 - October 2014
Edaptive Systems, LLC September 2013 - July 2014
Insight Global March 2012 - October 2012
Insight Global March 2011 - October 2012
FICO May 2006 - March 2011
Clients January 1979 - June 2010
Wells Fargo Bank February 2006 - May 2006
Well Reasoned Solutions January 2002 - May 2006
Haley Systems February 2005 - September 2005
Skills
Decision/Rule Analysis, Decision/Rule Harvesting, Decision/Rule..., Very Strong Analytical..., Strong Communication..., Ability to work with..., Experience with both..., Management skills..., Strong background in..., Consulting Experience..., Requirements Analysis, Analysis, Insurance, Mentoring, Documentation, Business Management, Business Rules, Software Development, Software Project..., expert systems, system conversions, managed offshore staff, Knowledge Engr, Rule-based Systems, Client, Software Documentation, SDLC, Business Requirements, Business Analysis, Management, Business Intelligence, Analytics, Business Process, Architecture, Integration, Data Modeling, Billing Systems, Visio, Program Management, Databases, Business Process Design, CRM, Requirements Gathering, Solution Architecture, Enterprise Architecture, Business Process..., Systems Analysis, IT Strategy, SOA, Access
Education
University of Minnesota-Twin Cities 1972 — 1977
MA, ABD PHD, Logic/Philosophy of Science, 3.5
University of Miami 1968 — 1972
Bachelor's Degree, Major Philosophy of Science/Logic Minor Chemistry, 3.2
Wells Fargo Home Mortgage September 2013 - February 2014
Dsix Enterprises January 1995 - August 2011
Wells Fargo Bank November 2010 - March 2011
Wells Fargo Mortgage September 2009 - August 2010
Wells Fargo Bank April 2009 - July 2009
Wells Fargo Home Mortgage April 2008 - July 2008
Clayton Holdings January 2001 - January 2007
Skills
Management, Analysis, Mortgage Lending, Loan Servicing, Credit, Loans, Financial Risk, Loan Origination, Underwriting, Team Leadership, Quality Assurance, Risk Management, Due Diligence, Mortgage Underwriting, Auditing, FHA, Software Documentation, Funding, Loss Mitigation, Refinance, Training, Microsoft Excel, Banking
Education
University of Maryland University College 1977 — 1979
N/A, Math
Wells Fargo Bank 2001 - Present
Bingham Financial Services 1997 - 2001
Bloomfield Servicing Company, LLC 1994 - 1997
Bloomfield Acceptance Company, LLC 1994 - 1997
Skills
Mortgage Lending, Asset Management, Contract Negotiation, Real Estate Economics, Portfolio Management, Credit Analysis, Capital Markets, Credit, Loans, Risk Management, Process Improvement, Strategic Planning, Commercial Lending, Banking, Business Strategy, Valuation, Underwriting, Financial Modeling, Investments
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance and Marketing
University of Michigan 1977 — 1981
BS, Microbiology
Revolution Advisors, LLC (Radvisors) January 2015 - Present
Wells Fargo Bank March 2009 - January 2015
Wachovia Bank July 2005 - March 2009
First Union/Wachovia Bank September 1999 - July 2005
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, Banking, Leadership, Credit, Lines Of Credit, Credit Analysis, Commercial Banking, Loans, Financial Analysis, Portfolio Management, Training, Treasury Management, Loan Origination, Underwriting, Commercial Mortgages, Consumer Lending, Cash Management, Mortgage Lending, Credit Risk, Financial Services, Wealth Management, Mortgage Banking, Investments, Series 63, Leadership Management
Education
University of Notre Dame 1972 — 1976
Bachelors in Business Administration, with Highest Honors, Finance
University of Miami - School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
National Bank of Arizona July 2014 - Present
Wells Fargo January 2006 - July 2014
Wells Fargo Bank 2006 - July 2014
Skills
Microsoft Office, Credit Analysis, Banking, Commercial Lending
Education
University of Minnesota-Twin Cities 2001 — 2005
BSB, Finance
University of Minnesota - Carlson School of Management
Wells Fargo Bank September 2004 - Present
U.S. Bank National Association April 1985 - September 2004
Skills
Commercial Banking, Loans, Middle Market, Commercial Lending, Credit Analysis, Credit, Banking, Portfolio Management, Financial Analysis, Cash Management, Credit Risk, Financial Modeling, Risk Management, Finance, Investments, Strategic Financial..., Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management
Finance, Accounting
Wells Fargo Bank April 2009 - Present
Wells Fargo Bank June 2007 - April 2009
Verizon Communications 1991 - June 2007
Verizon Business 1991 - 2006
Education
University of Maryland College Park 1983 — 1985
Wells Fargo Bank January 2010 - Present
American Express August 2007 - January 2009
Education
University of Miami - School of Business 2002 — 2003
Masters in Computer Information Systems, Information & Data Management
University of Oklahoma 1995 — 1998
Bachelors in Industrial Engineering, Industrial Engineering
Wichita State University
TD Bank April 2011 - Present
Wells Fargo Bank May 2006 - January 2011
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Economics
Wells Fargo Bank 2006 - Present
Skills
Microsoft Office, Microsoft Word, Leadership, Management, Process Improvement, Customer Service, Financial Analysis, Team Building, Research, Outlook, Analysis, PowerPoint, Project Planning, Financial Accounting, Financial Reporting, Accounting
Education
University of Minnesota - Carlson School of Management 1999 — 2003
Bachelor of Science (B.S.), Accounting and Management
Wells Fargo Bank 1998 - Present
Skills
Loans, Credit, Small Business Lending, Commercial Banking, Banking, Credit Analysis, Consumer Lending, Loan Origination, Portfolio Management, Underwriting, Lines Of Credit
Education
University of Michigan 1975 — 1980
Master of Business Administration (M.B.A.)
University of Michigan 1973 — 1975
Bachelor of Business Administration (BBA)
Wells Fargo Bank October 2010 - April 2014
Wells Fargo May 2007 - October 2010
Carlson School of Management May 2005 - May 2008
Skills
Financial Analysis, Corporate Finance, Credit Analysis, Banking, Finance
Education
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Finance, International Business, Spanish
City National Bank October 1989 - Present
United Mercantile Bank and Trust Co. January 1985 - October 1989
Central Bank of Oakland October 1981 - December 1984
Wells Fargo Bank January 1978 - October 1981
Skills
Process Improvement, Business Analysis, Documentation, Wealth Management, Banking, Data Analysis, Data Management, Application Design, Requirements Management, Change Management, Software Documentation, Financial Risk, New Business Development, Project Management, Analysis, Financial Services, Training, Software Design, Investments, Business Development, Management, Mergers & Acquisitions, Strategic Planning, Risk Management, Budgets
Education
University of Massachusetts, Amherst 1974 — 1976
BA, Education
Philadelphia College of Art 1972 — 1974
Undergraduate Studies
Wells Fargo Bank 2010 - Present
Piper Jaffray April 2003 - September 2008
Skills
Fixed Income, Bonds, Capital Markets, Bloomberg, Credit Analysis, Portfolio Management, Investments, Financial Modeling, Valuation, Securities, Trading, Asset Managment, Financial Analysis, Asset Management, Bloomberg Terminal, Credit, Financial Services, High Yield, Project Finance
Education
University of Minnesota - Carlson School of Management 1996 — 1998
BSB, Finance
Wells Fargo Bank November 2012 - Present
Wells Fargo Bank June 2008 - October 2012
Citibank June 2004 - April 2008
LaSalle Bank September 1998 - June 2004
Republic National Bank May 1994 - September 1998
NationsBank September 1987 - May 1994
Skills
Commercial Lending, Middle Market, Underwriting, Credit Risk, Financial Analysis, Financial Modeling, Corporate Finance, Series 7, Cross Selling, Relationship Management, Wealth Management, Financial Risk, Finance, Financial Services, Mortgage Lending, Mergers & Acquisitions, Financial Structuring, Investment Banking
Education
University of Miami - School of Business 1981 — 1986
BS, Finance
Microsoft June 2015 - Present
Microsoft May 2014 - August 2014
United States Department of Veterans Affairs March 2009 - August 2013
BCBG Max Azria May 2007 - March 2009
ShopNBC June 2008 - August 2008
Wells Fargo Bank May 2006 - January 2007
Skills
Leadership, Team Leadership, Sales, Management, Email Marketing, Human Resources, Analysis, Employee Benefits
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Arts (M.A.), Human Resources and Industrial Relations
University of Minnesota-Twin Cities 2004 — 2008
Bachelor of Arts (BA), Communication Studies and Art History
Howard County Government - Department Of Finance July 2014 - Present
Howard County Government - Department of Finance May 2014 - July 2014
Howard County Government - County Adminstration July 2012 - May 2014
UnitedHealthcare August 2011 - July 2012
UnitedHealthcare December 2008 - August 2011
WELLS FARGO BANK April 2007 - June 2008
KC TAX SERVICES January 2005 - April 2007
Skills
Fraud, Financial Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, GAAP, General Ledger, Journal Entries, Compliance, Essbase, SAP, Internal Controls, Internal Audit, Month End Close, Year End Close, SOX, Analysis, Financial Statements
Education
University of Maryland University College 2007 — 2009
Master of Science (MSc), Accounting and Financial Management
University of Maryland, MD 2003 — 2006
Bachelor of Science (BSc)
U.S. Bank February 2014 - Present
American River Bank February 2013 - February 2014
Bank of America January 2011 - February 2013
Wells Fargo Bank February 2009 - January 2011
New Resource Bank February 2008 - March 2009
Greater Bay Bank March 2003 - February 2008
Skills
Credit, Commercial Lending, Loans, Commercial Banking, Banking
Education
University of Michigan 1997 — 2002
BBA, Finance & Marketing
Wells Fargo Bank December 2006 - Present
Wells Fargo 2006 - Present
Brown Advisory April 1992 - December 2005
Education
University of Maryland College Park 1984 — 1989
BA, Political Science
Wells Fargo Home Mortgage November 2006 - Present
Wells Fargo Bank 2006 - Present
Education
University of Maryland College Park
Wells Fargo Insurance Services June 2014 - Present
Wells Fargo Merchant Services September 2007 - Present
Wells Fargo Bank July 2006 - September 2007
Wells Fargo Financial October 2004 - July 2006
Education
University of Michigan 2000 — 2004
Kinesiology, Sports Management and Communications
Wells Fargo Bank November 2001 - Present
Invesco Funds Group January 2000 - January 2001
LendingTree January 1999 - January 2000
First Union National Bank January 1998 - January 1999
Wachovia, A Wells Fargo Company January 1996 - January 1998
MCI Corporation January 1995 - January 1996
DynCorp International January 1991 - January 1995
Unisys January 1989 - January 1991
ARINC Research Corp March 1986 - August 1989
SSAI January 1984 - March 1986
Education
University of Maryland University College 1992 — 1995
MS, Computer Systems Management
University of Maryland College Park 1981 — 1987
BS, Computer Science
Wells Fargo Bank April 2011 - Present
Wells Fargo Bank August 2008 - April 2011
St. Paul Bank for Cooperatives 1994 - 1999
Firstar Corporation 1988 - 1994
Skills
Credit Analysis, Commercial Banking, Loans, Credit, Negotiation, Workout, Commercial Lending, Finance, Financial Analysis, Customer Service
Education
University of St. Thomas 1983 — 1997
BA, Business - Finance
University of Minnesota - Carlson School of Management 1992 — 1996
MBA, Finance
Wells Fargo Private Bank 2001 - Present
Wells Fargo Bank 1996 - 2001
Wells Fargo Bank 1985 - 1996
Skills
Wealth Management, Asset Allocation, Retirement Planning, Strategic Financial..., Relationship Management, Investment Management, Alternative Investments, Investments, Portfolio Management, Series 63, Private Banking, Risk Management, Commercial Banking, Asset Managment, Commercial Lending, Securities, Series 7, Mutual Funds, Credit, Estate Planning, Financial Advisory, Financial Planning, Series 66, Life Insurance, Irrevocable Life..., Multi-generational..., Management, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1984 — 1985
MBA, Finance
University of Minnesota - Carlson School of Management 1980 — 1984
BSB, Finance
Edina High School 1977 — 1980
Capitol Car Company October 2009 - Present
Dero Bike Rack Co. February 2013 - September 2013
MIC August 2005 - June 2009
Community Action Council July 2006 - July 2008
US Bank April 2002 - July 2005
Wells Fargo Bank August 1998 - March 2002
Skills
Finance, Customer Service, Accounting, Analysis, Financial Analysis, Microsoft Office, Financial Planning, Budgets, Microsoft Excel, Public Speaking
Education
University of Minnesota - Carlson School of Management 2009 — 2012
BA, Accounting & Finance
Wells Fargo Advisors November 2012 - Present
Signature Consultants (Wells Fargo Bank) January 2011 - Present
Ally Bank July 2010 - March 2012
Wells Fargo Bank January 2010 - July 2010
Wachovia Bank June 2006 - June 2009
Wachovia 2004 - 2009
Wells Fargo 2004 - 2009
Wachovia 2004 - 2006
Bank of America 1998 - 2003
Skills
SDLC, Vendor Management, Visio, Process Improvement, Risk Management, Business Analysis, Banking, SharePoint, Disaster Recovery, Business Requirements, PMP, Project Management, Requirements Analysis, Project Portfolio..., Program Management
Education
University of Maryland University College
Bus. Mgmt
University of North Carolina at Charlotte
Bus. Mgmt
Wells Fargo Bank December 2012 - Present
Wells Fargo Bank July 1998 - November 2012
Wells Fargo Bank June 1995 - June 1998
Wells Fargo Bank January 1988 - May 1995
Waycrosse, Inc. July 1986 - January 1988
Skills
Loans, Commercial Lending, Commercial Banking, Banking, Business Strategy, Business Development, Mergers & Acquisitions, Credit, Finance, Financial Services, Portfolio Management, Investments, Treasury Management, Financial Analysis, Management
Education
University of Minnesota - Carlson School of Management 1988 — 1991
Masters of Business Administration, Business with a Finance Concentration
University of Minnesota - Carlson School of Management 1982 — 1986
Bachelors of Business Administration, Business Management with a Finance Concentration
Wells Fargo Product AnalystWells Fargo Institutional Retirement & Trust2004 - Present
Wells Fargo Bank August 1997 - Present
Skills
Requirements Gathering, Business Requirements, Agile Methodologies, SDLC, Business Analysis, Requirements Analysis
Education
University of Minnesota - Carlson School of Management
Flying J November 1992 - Present
Wells Fargo Bank November 1974 - March 1991
Education
University of Melbourne
BA
The WhiteWave Foods Company February 2015 - Present
Dawn Food Products January 2012 - February 2015
Genentech September 2010 - February 2012
Safeway 2008 - September 2010
Kellogg Company 2004 - 2008
Financial Consulting & Management January 2001 - December 2003
Coca-Cola Enterprises 1997 - 2000
Wells Fargo Bank 1994 - 1997
Skills
Process Improvement, Forecasting, Essbase, Hyperion Enterprise, Pricing, Analysis, SAP, Financial Analysis, Business Strategy, Microsoft Excel, Budgets, Variance Analysis, Managerial Finance, Financial Reporting, Cross-functional Team..., Marketing Strategy, Financial Forecasting, P, Competitive Analysis, Business Planning, Pricing Strategy, Analytics, Consumer Products, Retail, Management, Strategic Financial..., Finance, Leadership, P&L, P&L Management, Financial Modeling
Education
University of Michigan
MBA
Wells Fargo Bank March 2004 - Present
Skills
Banking, Financial Analysis, Credit, Risk Management, Financial Modeling, Credit Analysis, Microsoft Excel, Loans
Education
University of Minnesota - Carlson School of Management 2001 — 2003
Master of Business Administration (M.B.A.), Finance, General
University of St. Thomas 1992 — 1996
Bachelor of Arts (B.A.), Economics
Wells Fargo Bank
Skills
Treasury Management
Education
University of Minnesota - Carlson School of Management 1989 — 1990
MBA, Finance
Wells Fargo Bank January 1994 - Present
Federal Reserve Bank of Atlanta - Miami Branch 1991 - 1993
Education
University of Miami - School of Business 1989 — 1991
Master of Business Administration (M.B.A.)
University of Texas at El Paso 1981 — 1984
Bachelor's degree
Galliard Capital Management May 2015 - Present
Chainalytics October 2011 - Present
Green Tree Servicing November 2013 - May 2015
Wells Fargo Bank January 2013 - November 2013
Wells Fargo Bank October 2011 - January 2013
USBancorp July 2010 - October 2011
Donaldson Company April 2010 - July 2010
BerthelSchutter LLC April 2007 - September 2009
Skills
Business Analysis, Forecasting, Process Improvement, Internal Audit, Software Documentation, Financial Modeling, Financial Analysis, Derivatives, Corporate Finance, Business Requirements, Capital Budgeting, VBA, Financial Risk, Variance Analysis, Banking, Finance, Due Diligence, Financial Reporting, Investments, Business Process..., Microsoft Excel, Access, Loans, Budgets, Management, Data Analysis, Analysis, Statistics, Analytics
Education
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Finance
Legacy Trust Family Wealth Offices September 2013 - Present
Wells Fargo Bank March 2010 - August 2013
SunTrust Bank June 2003 - March 2010
SunTrust Bank June 1999 - March 2010
Barnett Bank Inc. 1985 - 1998
Skills
Loans, Mortgage Lending, Banking, Credit Analysis, Mortgage Banking, Portfolio Management, Series 7, Refinance, Wealth Management, Investments, Financial Analysis, Consumer Lending, Retirement Planning
Education
University of Michigan-Dearborn 1984 — 1985
Post Bachelor, Finance, General
Western Michigan University 1974 — 1977
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Royal Credit Union - RCU April 2014 - Present
Peoples Bank of Commerce August 2011 - April 2014
Associated Bank April 2007 - May 2011
Wells Fargo Bank August 2000 - May 2007
Norwest Bank May 1997 - August 2000
Skills
Relationship Management, Business Development, Loans, Strategic Planning, Portfolio Management, Commercial Banking, Mortgage Lending, Commercial Mortgages, Strategy, Asset Based Lending, Leadership, Financial Services, Commercial Lending
Education
University of Minnesota - Carlson School of Management
BS Degree in Finance
Wells Fargo Bank 2002 - Present
Morton of Chicago 1991 - 2001
Education
University of Minnesota - Carlson School of Management 1991 — 1996
BS, Business / Finance
Wells Fargo May 2008 - Present
Wells Fargo Bank July 2008 - June 2010
Jackson State Bank in 2008 March 2000 - June 2008
Jackson State Bank January 2000 - January 2007
Sierra National Bank April 1991 - April 2000
Sierra National Bank January 1991 - January 2000
Education
University of Maryland College Park 1966 — 1968
BA, Economics
U of Maryland
BA, Economics
Utica Leaseco, LLC October 2014 - Present
Wells Fargo Bank August 2005 - September 2014
GE Capital July 2001 - February 2004
Banc One Capital Markets January 1997 - July 2001
NBD Bank May 1988 - January 1997
Skills
Securitization, Bonds, Entrepreneurship, Acquisitions, Syndications, Loans, Credit, Portfolio Management, Commercial Lending, Banking, Series 7, Credit Analysis, Commercial Banking, Investments, Capital Markets, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA, FINANCE
University of Michigan 1978 — 1982
Bachelor of Arts (B.A.), European History
Wells Fargo Bank November 2009 - Present
Education
University of Michigan-Dearborn 1990 — 1994
BA, Economics
Wells Fargo Bank 2003 - Present
Skills
Banking, SDLC, Business Analysis, Financial Analysis, Financial Services, Risk Management, Loans, Credit Risk
Education
University of Miami
Bachelor's Degree, Banking and International Finance
Wells Fargo January 2013 - Present
Wells Fargo Bank March 2004 - Present
Spherion Technology July 2003 - December 2003
Scudder Investments April 1997 - June 2003
Skills
Analysis, Citrix Metaframe, Windows 7, Help Desk Support, Networking, Training, Business Analysis, SDLC, Asset Management
Education
University of Massachusetts Dartmouth 1980 — 1985
Bachelor of Arts, English Writing
Santander Bank, N.A. March 2015 - Present
Santander Bank USA December 2012 - February 2015
Santander Bank, N.A. December 2011 - December 2012
Sovereign Bank May 2008 - December 2012
Bank of America/Community Bank May 2006 - July 2007
Wells Fargo Bank March 2004 - March 2006
Federated Department Stores/Macyâs May 2000 - March 2004
Filene’s Department Stores May 2000 - March 2001
Federated Department Stores January 1995 - May 2000
Federated Department Stores March 1993 - January 1995
Skills
Loans, Banking, Small Business Lending, Recruiting, Credit, Retail Banking, Deposits, Series 6, Loan Origination, Credit Analysis, Commercial Banking, Loan Servicing, Insurance, Commercial Lending, Cross Selling, Consumer Lending
Education
University of Maryland College Park
Wells Fargo Bank February 2004 - Present
Wells Fargo February 2001 - February 2004
Wells Fargo June 1997 - February 2001
Wells Fargo July 1996 - June 1997
Skills
Real Estate Economics, Commercial Lending, Loans, Affordable Housing, Underwriting, Investments, Commercial Banking, Commercial Real Estate, Credit, Credit Analysis, Due Diligence, Banking, Financial Analysis, Management
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Virginia 1992 — 1996
B.A., International Relations
Wells Fargo Bank April 2006 - Present
Wells Fargo Private Bank 2006 - Present
Skills
Banking, Credit, Loans, Wealth Management, Portfolio Management
Education
University of Maryland College Park
Bachelor of Arts (BA), American Studies
Wells Fargo Bank January 2012 - Present
Wells Fargo Bank January 2007 - December 2011
Wells Fargo Bank April 2006 - December 2006
Education
University of Maryland College Park
Bachelor of Arts (BA), English Language and Literature/Letters
U.S. Bank October 2013 - Present
Wells Fargo Bank May 2010 - October 2013
United States Senate September 2009 - May 2010
Sachs Waldman, P.C. April 2009 - September 2009
Latham & Watkins September 2006 - April 2009
Skills
Corporate Internal..., Economic Sanctions, Litigation, OFAC, Certified Anti-Money..., Bank Secrecy Act, AML, Correspondent Banking, Suspicious Activity..., Financial Intelligence
Education
University of Michigan 2003 — 2006
Doctor of Law (J.D.), Law
University of Michigan 1999 — 2003
Bachelor of Arts (B.A.), Medieval and Renaissance Studies