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.
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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
Employee
Years
Job
Industry
Brandon Wood Brandon Wood's Wells Fargo Bank Experience March 2007 - September 2010
Job VP, Lending Product Manager at FPS GOLD
Industry Banking
Experience
FPS GOLD January 2014 - Present
Zions First National Bank November 2011 - November 2013
Zions First National Bank September 2010 - January 2012
Wells Fargo Bank March 2007 - September 2010
HSBC March 2001 - February 2007
Skills
•11+ years of..., •9+ years of..., •9+ years of..., •8+ years of..., •7+ years of managing..., •7+ years of..., •Spanish Language..., Credit, Loans, Banking, Risk Management, Mortgage Lending, Process Improvement, Leadership, Portfolio Management, Operations Management, Commercial Banking, Commercial Lending, Financial Analysis, Investments, Credit Analysis, Customer Service, Finance, Small Business Lending, Consumer Lending, Lines Of Credit, Cross Selling, Retail Banking, Credit Risk, Relationship Management, Branch Management, Mortgage Banking, SBA, Real Estate, Cash Flow Lending, Team Building, Sales, Management, Executive Management, Strategic Planning, Loan Origination, Financial Services
Education
Brigham Young University
Bachelor's Degree, Business Management
FPS GOLD January 2014 - Present
Zions First National Bank November 2011 - November 2013
Zions First National Bank September 2010 - January 2012
Wells Fargo Bank March 2007 - September 2010
HSBC March 2001 - February 2007
Skills
•11+ years of..., •9+ years of..., •9+ years of..., •8+ years of..., •7+ years of managing..., •7+ years of..., •Spanish Language..., Credit, Loans, Banking, Risk Management, Mortgage Lending, Process Improvement, Leadership, Portfolio Management, Operations Management, Commercial Banking, Commercial Lending, Financial Analysis, Investments, Credit Analysis, Customer Service, Finance, Small Business Lending, Consumer Lending, Lines Of Credit, Cross Selling, Retail Banking, Credit Risk, Relationship Management, Branch Management, Mortgage Banking, SBA, Real Estate, Cash Flow Lending, Team Building, Sales, Management, Executive Management, Strategic Planning, Loan Origination, Financial Services
Education
Brigham Young University
Bachelor's Degree, Business Management
Scott Bramhall Scott Bramhall's Wells Fargo Bank Experience 1997 - 2000
Job Utah Business Banking Professional, Equipment and Real Estate Finance, IDBs, Tax Structured Financing, Cash Flow Pro
Industry Financial Services
Experience
Zions Bank October 2014 - Present
Bank of America July 2013 - October 2014
GE Capital October 2000 - August 2013
Wells Fargo Bank 1997 - 2000
Key Bank 1992 - 1997
East West Rental Center 1990 - 1992
Skills
Leases, Japanese, Structured Finance, Credit Analysis, Leveraged Finance, Financial Structuring, Capital Structure, Debt Restructuring, Commercial Lending, Corporate Finance, Capital Markets, Enterprise Solution..., Sales Management..., Small Business Lending, Loans, Portfolio Management, Credit Risk, Credit, Business Strategy, Financial Modeling, Business Development, Investments, Due Diligence, Private Equity, Financial Analysis, Finance
Education
Brigham Young University 1987 — 1989
MBA, Finance
Brigham Young University 1979 — 1986
MA, International Relations
Zions Bank October 2014 - Present
Bank of America July 2013 - October 2014
GE Capital October 2000 - August 2013
Wells Fargo Bank 1997 - 2000
Key Bank 1992 - 1997
East West Rental Center 1990 - 1992
Skills
Leases, Japanese, Structured Finance, Credit Analysis, Leveraged Finance, Financial Structuring, Capital Structure, Debt Restructuring, Commercial Lending, Corporate Finance, Capital Markets, Enterprise Solution..., Sales Management..., Small Business Lending, Loans, Portfolio Management, Credit Risk, Credit, Business Strategy, Financial Modeling, Business Development, Investments, Due Diligence, Private Equity, Financial Analysis, Finance
Education
Brigham Young University 1987 — 1989
MBA, Finance
Brigham Young University 1979 — 1986
MA, International Relations
Clark Pingree Clark Pingree's Wells Fargo Bank Experience March 2010 - Present
Job Senior Vice President / National Affluent Sales Development Director
Industry Financial Services
Experience
Wells Fargo Bank March 2010 - Present
National Adoption Center December 2011 - May 2012
Wells Fargo Wealth Management Group October 2007 - March 2010
Wells Fargo Investments, LLC January 2002 - October 2007
General Mills July 2001 - June 2002
American Society to Prevent Blindness January 1999 - January 2001
Skills
FINRA Series 9, FINRA Series 10, Social Justice, Series 66, Series 24, Series 7
Education
College for Financial Planning 2005 — 2007
AAMS, CFP in Process
Brigham Young University 1997 — 2001
Bachelor of Science, Finance
Wells Fargo Bank March 2010 - Present
National Adoption Center December 2011 - May 2012
Wells Fargo Wealth Management Group October 2007 - March 2010
Wells Fargo Investments, LLC January 2002 - October 2007
General Mills July 2001 - June 2002
American Society to Prevent Blindness January 1999 - January 2001
Skills
FINRA Series 9, FINRA Series 10, Social Justice, Series 66, Series 24, Series 7
Education
College for Financial Planning 2005 — 2007
AAMS, CFP in Process
Brigham Young University 1997 — 2001
Bachelor of Science, Finance
Kirsten Powers Kirsten Powers's Wells Fargo Bank Experience July 2002 - October 2005
Job UX Principal at Theresa Neil Strategy + Design and Founder, Simple Stories Interface Design
Industry Information Technology and Services
Experience
Theresa Neil Strategy + Design May 2010 - Present
Simple Stories Interface Design August 2010 - December 2013
ArcSight October 2005 - March 2011
Kofax November 2006 - March 2008
Wells Fargo Bank July 2002 - October 2005
RealNames Corporation September 2001 - May 2002
Electron Economy September 1999 - August 2001
Technology Manager January 1998 - September 1999
Skills
User Experience, User Interface Design, Wireframes, Wire Framing, Usability, Usability Testing, Data Visualization, Project Management, Project Planning, Problem Solving, Collaborative Leadership, Strategy, Information Architecture, E-commerce, Web Applications, Usability Engineering, User Experience Design, Visual Design, User Research, Mobile Devices, Agile Methodologies, Front-end, User Interface
Education
Boston University
Theresa Neil Strategy + Design May 2010 - Present
Simple Stories Interface Design August 2010 - December 2013
ArcSight October 2005 - March 2011
Kofax November 2006 - March 2008
Wells Fargo Bank July 2002 - October 2005
RealNames Corporation September 2001 - May 2002
Electron Economy September 1999 - August 2001
Technology Manager January 1998 - September 1999
Skills
User Experience, User Interface Design, Wireframes, Wire Framing, Usability, Usability Testing, Data Visualization, Project Management, Project Planning, Problem Solving, Collaborative Leadership, Strategy, Information Architecture, E-commerce, Web Applications, Usability Engineering, User Experience Design, Visual Design, User Research, Mobile Devices, Agile Methodologies, Front-end, User Interface
Education
Boston University
Ann Bleakley's Wells Fargo Bank Experience 2013 - Present
Job Sales and Marketing Specialist
Industry Banking
Experience
Wells Fargo Bank 2013 - Present
Self-employed 2007 - 2013
Share the Love 2008 - 2010
Promotivators 2004 - 2006
Vail Dunlap & Associates 1997 - 2004
Sundance Meetings and Incentives 1995 - 1997
Group Travel Directors 1993 - 1995
EF Educational Tours 1990 - 1991
Skills
Superior written &..., Prospecting Skills, Keen Listener, Intrapersonal Skills, Highly Organized &..., Outstanding time..., Motivated self-starter, Business Driven, Strategic Thinking, High Impact..., Creative Visualization, Brand Development, Customer Driven, Perseverance, Follow Through, Salesforce.com, Constant Contact, outlook, Microsoft Office, Social Media, Public Speaking, Creative Writing, Editorial, Blogging, Proofreading, Research, Editing, Knowledge-hungry Learner, Copy Editing, Advertising
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Geography
Institute of Michelangelo - Florence, Italy
Italian Language and Literature
Boston University
Studied abroad in Russia, Poland, Hungary and Yugoslavia.
Convent of the Visitation
High School Diploma
Wells Fargo Bank 2013 - Present
Self-employed 2007 - 2013
Share the Love 2008 - 2010
Promotivators 2004 - 2006
Vail Dunlap & Associates 1997 - 2004
Sundance Meetings and Incentives 1995 - 1997
Group Travel Directors 1993 - 1995
EF Educational Tours 1990 - 1991
Skills
Superior written &..., Prospecting Skills, Keen Listener, Intrapersonal Skills, Highly Organized &..., Outstanding time..., Motivated self-starter, Business Driven, Strategic Thinking, High Impact..., Creative Visualization, Brand Development, Customer Driven, Perseverance, Follow Through, Salesforce.com, Constant Contact, outlook, Microsoft Office, Social Media, Public Speaking, Creative Writing, Editorial, Blogging, Proofreading, Research, Editing, Knowledge-hungry Learner, Copy Editing, Advertising
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Geography
Institute of Michelangelo - Florence, Italy
Italian Language and Literature
Boston University
Studied abroad in Russia, Poland, Hungary and Yugoslavia.
Convent of the Visitation
High School Diploma
Bradley Aldous Bradley Aldous's Wells Fargo Bank Experience May 2011 - October 2012
Job Consumer Insights Consultant at Qualtrics
Industry Market Research
Experience
Qualtrics October 2012 - Present
Wells Fargo Bank May 2011 - October 2012
Skills
Loans, Credit, Banking, Consumer Lending, Mortgage Lending, Small Business Lending, Credit Analysis, Retail Banking, Commercial Banking, Commercial Lending, Loan Origination, Lines Of Credit, Cross Selling, Portfolio Management, Mortgage Banking, Sales, Customer Retention, Finance, Access, Small Business, Leadership, Investments, Financial Analysis, Entrepreneurship, Customer Insight, Customer Satisfaction, Business Development
Education
Brigham Young University 2007 — 2011
International Relations, International Politics, Business Management
Qualtrics October 2012 - Present
Wells Fargo Bank May 2011 - October 2012
Skills
Loans, Credit, Banking, Consumer Lending, Mortgage Lending, Small Business Lending, Credit Analysis, Retail Banking, Commercial Banking, Commercial Lending, Loan Origination, Lines Of Credit, Cross Selling, Portfolio Management, Mortgage Banking, Sales, Customer Retention, Finance, Access, Small Business, Leadership, Investments, Financial Analysis, Entrepreneurship, Customer Insight, Customer Satisfaction, Business Development
Education
Brigham Young University 2007 — 2011
International Relations, International Politics, Business Management
Steve Boyer's Wells Fargo Bank Experience March 2005 - April 2007
Job Web Application Developer Independent Contractor
Industry Internet
Experience
Self-employed Contractor June 2011 - Present
Rain 2012 - 2013
Mozenda September 2010 - January 2011
RippleEffect.net April 2009 - July 2010
LDS Church June 2009 - August 2009
BuyAntiquesWholesale.com May 2007 - October 2007
Wells Fargo Bank March 2005 - April 2007
Skills
JavaScript, Java, CSS, jQuery, Web Development, ASP.NET, Objective-C, SQL, Project Management, HTML, Visio, Quality Assurance, Start-ups, Microsoft Office, Software Development, Website Development
Education
Brigham Young University 2005 — 2011
Master of Information Systems Management, Information Systems Management, Computer Science, Entrepreneurship
Self-employed Contractor June 2011 - Present
Rain 2012 - 2013
Mozenda September 2010 - January 2011
RippleEffect.net April 2009 - July 2010
LDS Church June 2009 - August 2009
BuyAntiquesWholesale.com May 2007 - October 2007
Wells Fargo Bank March 2005 - April 2007
Skills
JavaScript, Java, CSS, jQuery, Web Development, ASP.NET, Objective-C, SQL, Project Management, HTML, Visio, Quality Assurance, Start-ups, Microsoft Office, Software Development, Website Development
Education
Brigham Young University 2005 — 2011
Master of Information Systems Management, Information Systems Management, Computer Science, Entrepreneurship
Marilyn Sparks MSHR, SPHR Marilyn Sparks MSHR, SPHR's Wells Fargo Bank Experience September 2006 - August 2010
Job Strategic Human Resource Business Partner who focuses on people and business success
Industry Human Resources
Experience
inContact January 2013 - May 2015
LDS Employment Resource Services November 2011 - January 2013
K'nowbe Works, LLC. July 2012 - September 2012
Wells Fargo Bank September 2006 - August 2010
Citibank September 2002 - September 2006
Skills
Employee Relations, Employee Engagement, Kindness, Friendly Personality, Problem Solving, Organizational Design, Conflict Resolution, Leadership Development, Talent Management, Employer Branding, Coaching, Employment Law..., Performance Management, Training, Applicant Tracking..., Sales, Personnel Management, Employee Benefits, HR Consulting, Technical Recruiting, Leadership, Employment Law, Interviews, Workforce Planning, Management, Career Development, Customer Service, Recruiting, Start-ups, FMLA, Nonprofits, Team Building, Strategic Planning, Organizational..., Employee Training, Organizational..., Process Improvement, Human Resources, Talent Acquisition, Change Management, Onboarding, Training & Development, Consulting
Education
Brigham Young University
Bachelor of Science, Family Resource Management Studies, 3.82
Utah State University - Jon M. Huntsman School of Business
Master of Social Science, Human Resource Administration, 3.84
inContact January 2013 - May 2015
LDS Employment Resource Services November 2011 - January 2013
K'nowbe Works, LLC. July 2012 - September 2012
Wells Fargo Bank September 2006 - August 2010
Citibank September 2002 - September 2006
Skills
Employee Relations, Employee Engagement, Kindness, Friendly Personality, Problem Solving, Organizational Design, Conflict Resolution, Leadership Development, Talent Management, Employer Branding, Coaching, Employment Law..., Performance Management, Training, Applicant Tracking..., Sales, Personnel Management, Employee Benefits, HR Consulting, Technical Recruiting, Leadership, Employment Law, Interviews, Workforce Planning, Management, Career Development, Customer Service, Recruiting, Start-ups, FMLA, Nonprofits, Team Building, Strategic Planning, Organizational..., Employee Training, Organizational..., Process Improvement, Human Resources, Talent Acquisition, Change Management, Onboarding, Training & Development, Consulting
Education
Brigham Young University
Bachelor of Science, Family Resource Management Studies, 3.82
Utah State University - Jon M. Huntsman School of Business
Master of Social Science, Human Resource Administration, 3.84
James Mitchiner James Mitchiner's Wells Fargo Bank Experience October 2005 - June 2006
Job Folsom Region Loan Consultant
Industry Financial Services
Experience
Pinnacle Capital Mortgage Corp March 2015 - Present
Provident Bank July 2014 - February 2015
ENG Lending June 2012 - June 2014
First American June 2010 - August 2010
HSBC August 2006 - March 2009
Wells Fargo Bank October 2005 - June 2006
YMCA February 2002 - October 2005
Skills
Microsoft Excel, PowerPoint, Outlook, Staff Development, Recruiting, Organizational..., Team Leadership, Leadership, First Time Home Buyers, Credit, Sales, Management, Loans, Customer Service, Banking, Real Estate Transactions, Microsoft Office, Finance, Foreclosures, Investment Properties
Education
Brandman University, Part of the Chapman University System 2012 — 2014
Master's Degree, Organizational Leadership
Brandman University 2011 — 2012
BA, Sociology
Pinnacle Capital Mortgage Corp March 2015 - Present
Provident Bank July 2014 - February 2015
ENG Lending June 2012 - June 2014
First American June 2010 - August 2010
HSBC August 2006 - March 2009
Wells Fargo Bank October 2005 - June 2006
YMCA February 2002 - October 2005
Skills
Microsoft Excel, PowerPoint, Outlook, Staff Development, Recruiting, Organizational..., Team Leadership, Leadership, First Time Home Buyers, Credit, Sales, Management, Loans, Customer Service, Banking, Real Estate Transactions, Microsoft Office, Finance, Foreclosures, Investment Properties
Education
Brandman University, Part of the Chapman University System 2012 — 2014
Master's Degree, Organizational Leadership
Brandman University 2011 — 2012
BA, Sociology
Kirby Trumbo's Wells Fargo Bank Experience 2000 - 2002
Job COO Global Product Makers
Industry Business Supplies and Equipment
Experience
Global Product Makers January 2014 - Present
BIDCO.com May 2013 - Present
LDS Employment Resource Services March 2012 - November 2012
Pure Financial LLC March 2008 - December 2011
RBS Citizens Financial Group October 2004 - January 2008
National City Bank 2003 - 2004
Digital Escrow 2002 - 2003
Wells Fargo Bank 2000 - 2002
First Tennessee Bank 1997 - 2000
First American National Bank 1996 - 1997
Skills
Strategy, CRM, Management, Start-ups, Marketing Strategy, Business Development, Strategic Planning, Executive Management, Direct Marketing, Marketing, Strategic Partnerships, Team Building, Customer Retention, Entrepreneurship, Training, Customer Acquisition, New Business Development, Sales, Leadership, Sales Management, Lead Generation, Coaching, Product Development, Business Strategy, Product Management, Credit, Loans, Budgets, Small Business, Banking, Marketing Management, Marketing Communications, Segmentation, Integrated Marketing, Account Management, Commercial Lending, Networking, Cross Selling, Consumer Lending, Relationship Management, Building Relationships, Pricing, Budget Management, Customer Profitability, Analytical Skills, Manufacturing, Product
Education
Brigham Young University 1970 — 1976
BS, Organizational Behavior
University of Colorado at Boulder 1993 — 1994
Graduate, Bank Marketing
Global Product Makers January 2014 - Present
BIDCO.com May 2013 - Present
LDS Employment Resource Services March 2012 - November 2012
Pure Financial LLC March 2008 - December 2011
RBS Citizens Financial Group October 2004 - January 2008
National City Bank 2003 - 2004
Digital Escrow 2002 - 2003
Wells Fargo Bank 2000 - 2002
First Tennessee Bank 1997 - 2000
First American National Bank 1996 - 1997
Skills
Strategy, CRM, Management, Start-ups, Marketing Strategy, Business Development, Strategic Planning, Executive Management, Direct Marketing, Marketing, Strategic Partnerships, Team Building, Customer Retention, Entrepreneurship, Training, Customer Acquisition, New Business Development, Sales, Leadership, Sales Management, Lead Generation, Coaching, Product Development, Business Strategy, Product Management, Credit, Loans, Budgets, Small Business, Banking, Marketing Management, Marketing Communications, Segmentation, Integrated Marketing, Account Management, Commercial Lending, Networking, Cross Selling, Consumer Lending, Relationship Management, Building Relationships, Pricing, Budget Management, Customer Profitability, Analytical Skills, Manufacturing, Product
Education
Brigham Young University 1970 — 1976
BS, Organizational Behavior
University of Colorado at Boulder 1993 — 1994
Graduate, Bank Marketing
Cassandra Keller's Wells Fargo Bank Experience March 2008 - March 2009
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Grant Thornton April 2012 - February 2014
Wells Fargo Advisors 2009 - 2012
Wells Fargo Bank March 2008 - March 2009
Edward Jones Investments June 2006 - February 2008
Skills
•Client Interface, Process Improvement, Detail Oriented, Internal and External..., Critical Thinking, Strategic Planning, Problem Solving, Microsoft Word
Education
Bradley University 2002 — 2006
Bachelors of Science, Marketing
Wells Fargo Advisors February 2014 - Present
Grant Thornton April 2012 - February 2014
Wells Fargo Advisors 2009 - 2012
Wells Fargo Bank March 2008 - March 2009
Edward Jones Investments June 2006 - February 2008
Skills
•Client Interface, Process Improvement, Detail Oriented, Internal and External..., Critical Thinking, Strategic Planning, Problem Solving, Microsoft Word
Education
Bradley University 2002 — 2006
Bachelors of Science, Marketing
Pamela Sauls Pamela Sauls's Wells Fargo Bank Experience June 1996 - Present
Job
Industry Banking
Experience
Wells Fargo Bank June 1996 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Brandman University, Part of the Chapman University System 1994 — 1996
BSBA, Management/Marketing/Finance, 3.78
Wells Fargo Bank June 1996 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Brandman University, Part of the Chapman University System 1994 — 1996
BSBA, Management/Marketing/Finance, 3.78
Dustin Locke's Wells Fargo Bank Experience April 2010 - August 2012
Job Art Director at TBWA\Chiat\Day
Industry Design
Experience
TBWA\Chiat\Day May 2014 - Present
The Laycock Center For Creative Collaboration February 2013 - April 2014
Fusion 360 August 2012 - May 2013
BYU Adlab January 2012 - February 2013
Fusion 360 June 2012 - August 2012
Wells Fargo Bank April 2010 - August 2012
Inception Learning May 2011 - August 2011
Skills
Photoshop, Web Design, Creative Writing, Art Direction, Illustrator, Graphic Design, Advertising, Creative Strategy, User Interface Design, Vegetarian Cooking, Creative Direction, InDesign
Education
Brigham Young University 2007 — 2013
Brighton High School 2004 — 2007
TBWA\Chiat\Day May 2014 - Present
The Laycock Center For Creative Collaboration February 2013 - April 2014
Fusion 360 August 2012 - May 2013
BYU Adlab January 2012 - February 2013
Fusion 360 June 2012 - August 2012
Wells Fargo Bank April 2010 - August 2012
Inception Learning May 2011 - August 2011
Skills
Photoshop, Web Design, Creative Writing, Art Direction, Illustrator, Graphic Design, Advertising, Creative Strategy, User Interface Design, Vegetarian Cooking, Creative Direction, InDesign
Education
Brigham Young University 2007 — 2013
Brighton High School 2004 — 2007
Louise Deichert Louise Deichert's Wells Fargo Bank Experience April 2014 - Present
Job Vice President, Wells Fargo Bank, Regulatory Change Management
Industry Financial Services
Experience
Wells Fargo Bank April 2014 - Present
Wells Fargo Home Mortgage January 1998 - April 2014
Wells Fargo Home Mortgage April 1987 - April 2014
Skills
Mortgage Lending, Inbound-outbound sales, Cross-functional Team..., Strategic Planning, Mortgage Banking, Banking, Financial Analysis, Loan Origination, Sales, Finance, Risk Management, Online Lead Generation, CRM, Strategy, Business Development, Leadership
Education
Boston University 1980 — 1981
Graduate Level Music Performance
Oberlin College 1977 — 1979
BM, Liberal Arts and Sciences/Liberal Studies
Macalester College 1975 — 1977
Music
Wells Fargo Bank April 2014 - Present
Wells Fargo Home Mortgage January 1998 - April 2014
Wells Fargo Home Mortgage April 1987 - April 2014
Skills
Mortgage Lending, Inbound-outbound sales, Cross-functional Team..., Strategic Planning, Mortgage Banking, Banking, Financial Analysis, Loan Origination, Sales, Finance, Risk Management, Online Lead Generation, CRM, Strategy, Business Development, Leadership
Education
Boston University 1980 — 1981
Graduate Level Music Performance
Oberlin College 1977 — 1979
BM, Liberal Arts and Sciences/Liberal Studies
Macalester College 1975 — 1977
Music
Jesse Stout Jesse Stout's Wells Fargo Bank Experience February 2004 - July 2008
Job Training Manager at DealerSocket
Industry Computer Software
Experience
DealerSocket March 2014 - Present
DealerSocket January 2012 - February 2014
JET Program July 2008 - July 2011
Wells Fargo Bank February 2004 - July 2008
Skills
Cross-cultural Teams, Customer Analysis, Language Learning, Japanese, Intercultural..., Public Speaking, Research, Teaching, English, Editing, Microsoft Office, Translation, International Relations, Sales, Non-profits
Education
Brigham Young University 2004 — 2008
BA, Linguistics
DealerSocket March 2014 - Present
DealerSocket January 2012 - February 2014
JET Program July 2008 - July 2011
Wells Fargo Bank February 2004 - July 2008
Skills
Cross-cultural Teams, Customer Analysis, Language Learning, Japanese, Intercultural..., Public Speaking, Research, Teaching, English, Editing, Microsoft Office, Translation, International Relations, Sales, Non-profits
Education
Brigham Young University 2004 — 2008
BA, Linguistics
Janet Buck's Wells Fargo Bank Experience 2003 - 2007
Job Vice President & Regional Manager, Bank of the West
Industry Banking
Experience
Collaborative Courts Foundation June 2011 - Present
Bank of the West September 2010 - Present
Emergent Success, Inc. 2007 - August 2010
Wells Fargo Bank 2003 - 2007
Xporta, Inc. 1999 - 2003
Wells Fargo Bank 1989 - 1997
Education
Boston University 1981 — 1985
BA, International Relations
Collaborative Courts Foundation June 2011 - Present
Bank of the West September 2010 - Present
Emergent Success, Inc. 2007 - August 2010
Wells Fargo Bank 2003 - 2007
Xporta, Inc. 1999 - 2003
Wells Fargo Bank 1989 - 1997
Education
Boston University 1981 — 1985
BA, International Relations
Dudley Probert Jr Dudley Probert Jr's Wells Fargo Bank Experience December 2007 - June 2010
Job Senior Accountant at The Corporation of the Presiding Bishop
Industry Accounting
Experience
The Corporation of the Presiding Bishop January 2014 - Present
The Corporation of the Presiding Bishop November 2012 - January 2014
The Corporation of the Presiding Bishop March 2012 - November 2012
Patriot Alarm Protection, LLC August 2011 - January 2012
CB Richard Ellis July 2010 - August 2011
Wells Fargo Bank December 2007 - June 2010
Brigham Young University, Moving Crew June 2006 - May 2007
HomeTeam Pest Defense 2007 - 2007
Skills
Accounting, Analysis, Cash Flow, Credit, Customer Satisfaction, Customer Service, Finance, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Invoicing, Leadership, Management, Payroll, Public Speaking, Sales, Sarbanes-Oxley Act, Software Documentation, Strategic Planning, Teamwork, Accounts Receivable, Employee Benefits, Training, Accounts Payable
Education
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2010
MS, Accounting
Brigham Young University 2000 — 2007
BA, English, Biology
The Corporation of the Presiding Bishop January 2014 - Present
The Corporation of the Presiding Bishop November 2012 - January 2014
The Corporation of the Presiding Bishop March 2012 - November 2012
Patriot Alarm Protection, LLC August 2011 - January 2012
CB Richard Ellis July 2010 - August 2011
Wells Fargo Bank December 2007 - June 2010
Brigham Young University, Moving Crew June 2006 - May 2007
HomeTeam Pest Defense 2007 - 2007
Skills
Accounting, Analysis, Cash Flow, Credit, Customer Satisfaction, Customer Service, Finance, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Invoicing, Leadership, Management, Payroll, Public Speaking, Sales, Sarbanes-Oxley Act, Software Documentation, Strategic Planning, Teamwork, Accounts Receivable, Employee Benefits, Training, Accounts Payable
Education
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2010
MS, Accounting
Brigham Young University 2000 — 2007
BA, English, Biology
Jonathan Ellsworth's Wells Fargo Bank Experience November 2005 - September 2006
Job Home Mortgage Consultant at Wells Fargo Home Mortgage
Industry Real Estate
Experience
Wells Fargo Home Mortgage April 2015 - Present
Ellsworth Consulting March 2011 - Present
Sunset City November 2010 - Present
Henry Walker Homes/ Oakwood Homes of Utah March 2013 - February 2015
Football Coaching August 1999 - November 2013
3-Form April 2011 - June 2012
Jacobs Engineering May 2008 - February 2011
Wells Fargo Bank November 2005 - September 2006
Skills
Urban Planning, Real Estate Development, Land Use, Real Estate, Land Development, Real Estate Financing, Land Use Planning, Investment Properties, Construction, Feasibility Studies, Real Estate Economics, Financial Modeling, Economic Development, Public Participation, Project Planning, Zoning, Residential Homes, Site Planning, Environmental Impact..., Real Estate Transactions, Proposal Writing, Microsoft Office, Transportation Planning, Environmental Planning, Mixed-use, Land Acquisition, Construction Management, Project Portfolio..., Microsft Office, Manufacturing Operations, Contract Management, Land Use Law, Historic Preservation, Technical Writing, Marketing, Government Proposals, Scope Management, Sales Presentations, Entitlements, Football, Sports Coaching, Strength & Conditioning, Teaching, Fundraising, Leadership, Due Diligence, Project Management, Analysis, Finance, Sales
Education
University of Utah - David Eccles School of Business 2009 — 2010
MRED, Real Estate Development
University of Utah 2007 — 2009
Masters, Urban Planning
Brigham Young University 1998 — 2007
BS, Psychology
Wells Fargo Home Mortgage April 2015 - Present
Ellsworth Consulting March 2011 - Present
Sunset City November 2010 - Present
Henry Walker Homes/ Oakwood Homes of Utah March 2013 - February 2015
Football Coaching August 1999 - November 2013
3-Form April 2011 - June 2012
Jacobs Engineering May 2008 - February 2011
Wells Fargo Bank November 2005 - September 2006
Skills
Urban Planning, Real Estate Development, Land Use, Real Estate, Land Development, Real Estate Financing, Land Use Planning, Investment Properties, Construction, Feasibility Studies, Real Estate Economics, Financial Modeling, Economic Development, Public Participation, Project Planning, Zoning, Residential Homes, Site Planning, Environmental Impact..., Real Estate Transactions, Proposal Writing, Microsoft Office, Transportation Planning, Environmental Planning, Mixed-use, Land Acquisition, Construction Management, Project Portfolio..., Microsft Office, Manufacturing Operations, Contract Management, Land Use Law, Historic Preservation, Technical Writing, Marketing, Government Proposals, Scope Management, Sales Presentations, Entitlements, Football, Sports Coaching, Strength & Conditioning, Teaching, Fundraising, Leadership, Due Diligence, Project Management, Analysis, Finance, Sales
Education
University of Utah - David Eccles School of Business 2009 — 2010
MRED, Real Estate Development
University of Utah 2007 — 2009
Masters, Urban Planning
Brigham Young University 1998 — 2007
BS, Psychology
Darek DeFreece Darek DeFreece's Wells Fargo Bank Experience May 2009 - August 2013
Job Managing Director at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo September 2015 - Present
Wells Fargo August 2013 - Present
Wells Fargo Bank May 2009 - August 2013
University of California July 2009 - July 2011
California Alumni Association July 2007 - July 2009
Wells Fargo Bank May 2003 - May 2009
PlanetOut Inc. July 2002 - May 2003
Barclays Global Investors June 1999 - June 2002
Paul Hastings 1998 - 2000
Grantham Mayo Van Otterloo 1997 - 1998
Skills
ISDA, International Law, Foreign Exchange, Derivatives, Contract Negotiation, Mutual Funds, Investment Advisory, Swaps, Capital Markets, Banking, Due Diligence, Financial Markets, Investment Management, Investments, Management, Securities, Finance, Risk Management, Trading
Education
Boston College Law School 1994 — 1997
Juris Doctor
University of California, Berkeley 1989 — 1993
BA
Red Bluff High School 1986 — 1989
Wells Fargo September 2015 - Present
Wells Fargo August 2013 - Present
Wells Fargo Bank May 2009 - August 2013
University of California July 2009 - July 2011
California Alumni Association July 2007 - July 2009
Wells Fargo Bank May 2003 - May 2009
PlanetOut Inc. July 2002 - May 2003
Barclays Global Investors June 1999 - June 2002
Paul Hastings 1998 - 2000
Grantham Mayo Van Otterloo 1997 - 1998
Skills
ISDA, International Law, Foreign Exchange, Derivatives, Contract Negotiation, Mutual Funds, Investment Advisory, Swaps, Capital Markets, Banking, Due Diligence, Financial Markets, Investment Management, Investments, Management, Securities, Finance, Risk Management, Trading
Education
Boston College Law School 1994 — 1997
Juris Doctor
University of California, Berkeley 1989 — 1993
BA
Red Bluff High School 1986 — 1989
J.C. Avakian jc.avakian@wellsfargo.com's Wells Fargo Bank Experience January 2011 - Present
Job Business Banking & Commercial Real Estate Lending at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2011 - Present
Business Capital March 2008 - January 2011
AIG/Northstar Risk Management June 2007 - March 2008
New York Life June 2006 - June 2007
Skills
Loan Origination, Commercial Banking, Credit, Commercial Lending, Business Development, Asset Based Lending, Banking, Corporate Finance, Credit Analysis, Finance, Financial Services, Loans, Portfolio Management, Retirement Planning, Securities, Small Business, Small Business Lending, Underwriting, Sales, Relationship Management, Financial Analysis
Education
Boston University 2002 — 2006
BA, Economics
SI
Wells Fargo Bank January 2011 - Present
Business Capital March 2008 - January 2011
AIG/Northstar Risk Management June 2007 - March 2008
New York Life June 2006 - June 2007
Skills
Loan Origination, Commercial Banking, Credit, Commercial Lending, Business Development, Asset Based Lending, Banking, Corporate Finance, Credit Analysis, Finance, Financial Services, Loans, Portfolio Management, Retirement Planning, Securities, Small Business, Small Business Lending, Underwriting, Sales, Relationship Management, Financial Analysis
Education
Boston University 2002 — 2006
BA, Economics
SI
Moustapha B. Kone Moustapha B. Kone's Wells Fargo Bank Experience May 2011 - Present
Job Sr.Branch Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank May 2011 - Present
Capital One November 2008 - May 2011
Capital One June 2006 - March 2008
Global Mortgage llc March 2005 - August 2006
Wells Fargo Home Mortgage June 2004 - February 2005
Skills
Consumer Lending, Small Business Lending, Credit, Retail Banking, Branch Management, Loans, Branch Banking, Leadership, Employee Training, Banking, FHA, Commercial Lending, Cross Selling, Mortgage Lending, Loan Origination, Relationship Management
Education
The Johns Hopkins University - Carey Business School 2013 — 2015
Master of Business Administration (MBA), Strategy and Finance
Bowie State University 2003 — 2005
Bachelor's degree, Banking and Finance
Institut National Polytechnique de Yamoussokro (Cote D'Ivoire) 1998 — 2000
Ecole Preparatoire Commerciale, Mathematique et Commerce
None
Wells Fargo Bank May 2011 - Present
Capital One November 2008 - May 2011
Capital One June 2006 - March 2008
Global Mortgage llc March 2005 - August 2006
Wells Fargo Home Mortgage June 2004 - February 2005
Skills
Consumer Lending, Small Business Lending, Credit, Retail Banking, Branch Management, Loans, Branch Banking, Leadership, Employee Training, Banking, FHA, Commercial Lending, Cross Selling, Mortgage Lending, Loan Origination, Relationship Management
Education
The Johns Hopkins University - Carey Business School 2013 — 2015
Master of Business Administration (MBA), Strategy and Finance
Bowie State University 2003 — 2005
Bachelor's degree, Banking and Finance
Institut National Polytechnique de Yamoussokro (Cote D'Ivoire) 1998 — 2000
Ecole Preparatoire Commerciale, Mathematique et Commerce
None
Anastasia Fischer Anastasia Fischer's Wells Fargo Bank Experience January 1993 - November 2000
Job Senior Customer Experience Consultant :: UX Strategy, Design, and Digital Product Development
Industry Information Technology and Services
Experience
Consulting May 1994 - Present
Wolters Kluwer Law & Business May 2013 - January 2015
JPMorgan Chase March 2009 - October 2011
JP Morgan Chase May 2008 - May 2009
Village Soup Knight Foundation January 2007 - June 2008
Unum June 2004 - May 2008
SunLife IFMG June 2006 - June 2007
JPMorgan Chase February 2002 - June 2007
JPMorgan September 2003 - February 2004
Wells Fargo Bank January 1993 - November 2000
Skills
Customer Experience, User-centered Design, eCommerce, Strategic Planning, Creative Direction, Team Leadership, Creative Strategy, User Experience, Mobile Applications, Responsive Design, Process Engineering, Design Leadership, User Interface Design, Usability Testing, Usability, Interaction Design, Heuristic Evaluation, User Interface, Axure, Design Specifications, Photoshop, OmniGraffle, Banking, Graphic Design, Insurance, Photography, Strategic Thinking, Intranets, B2B, Front-end Requirements, Workflow Design, Social Networking Sites, B2C, Financial Software, Medical Software, Balsamiq, Portuguese, English, French, B2B eCommerce, Digital Design, Online Transactions, UX, CE, UI, Knowledge Management, User Centered Design, Engineering, CSS, Information Architecture
Education
Center for Electronic Art 1990 — 1992
Graduate Program
New York Studio School 1985 — 1988
Painting, Design, & Art History
Bowdoin College 1980 — 1984
Bachelor's Degree
Dartmouth College 1981 — 1982
Exchange Program
Stratton Mountain School 1977 — 1980
Diploma
Consulting May 1994 - Present
Wolters Kluwer Law & Business May 2013 - January 2015
JPMorgan Chase March 2009 - October 2011
JP Morgan Chase May 2008 - May 2009
Village Soup Knight Foundation January 2007 - June 2008
Unum June 2004 - May 2008
SunLife IFMG June 2006 - June 2007
JPMorgan Chase February 2002 - June 2007
JPMorgan September 2003 - February 2004
Wells Fargo Bank January 1993 - November 2000
Skills
Customer Experience, User-centered Design, eCommerce, Strategic Planning, Creative Direction, Team Leadership, Creative Strategy, User Experience, Mobile Applications, Responsive Design, Process Engineering, Design Leadership, User Interface Design, Usability Testing, Usability, Interaction Design, Heuristic Evaluation, User Interface, Axure, Design Specifications, Photoshop, OmniGraffle, Banking, Graphic Design, Insurance, Photography, Strategic Thinking, Intranets, B2B, Front-end Requirements, Workflow Design, Social Networking Sites, B2C, Financial Software, Medical Software, Balsamiq, Portuguese, English, French, B2B eCommerce, Digital Design, Online Transactions, UX, CE, UI, Knowledge Management, User Centered Design, Engineering, CSS, Information Architecture
Education
Center for Electronic Art 1990 — 1992
Graduate Program
New York Studio School 1985 — 1988
Painting, Design, & Art History
Bowdoin College 1980 — 1984
Bachelor's Degree
Dartmouth College 1981 — 1982
Exchange Program
Stratton Mountain School 1977 — 1980
Diploma
Braden Hardisty Braden Hardisty's Wells Fargo Bank Experience June 2009 - May 2010
Job Strategic Account Manager BingAds at Microsoft
Industry Marketing and Advertising
Experience
Microsoft July 2015 - Present
Backcountry.com November 2012 - May 2014
One on One Marketing June 2010 - October 2012
Wells Fargo Bank June 2009 - May 2010
Skills
PPC, Google Adwords, Omniture, SEM, Analytics, Online Marketing, Conversion Optimization, Web Analytics, Microsoft Excel, E-commerce, Online Advertising, Display Advertising, Competitive Analysis, Customer Acquisition, Customer Service, Landing Page..., Market Research, Google Analytics, Product Marketing, Search Advertising, Marketing Research, Marketing Strategy, Email Marketing, Lead Generation, SEO, Online Lead Generation, MSN AdCenter, Affiliate Marketing, Web Marketing, Customer Relations, Mobile Advertising, snacks, Marketing
Education
University of Notre Dame 2014 — 2015
Master of Business Administration (M.B.A.), Marketing and Business Analytics
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master of Business Administration (M.B.A.), Business Analytics; Marketing
Brigham Young University 2007 — 2010
Business Management, Marketing
Microsoft July 2015 - Present
Backcountry.com November 2012 - May 2014
One on One Marketing June 2010 - October 2012
Wells Fargo Bank June 2009 - May 2010
Skills
PPC, Google Adwords, Omniture, SEM, Analytics, Online Marketing, Conversion Optimization, Web Analytics, Microsoft Excel, E-commerce, Online Advertising, Display Advertising, Competitive Analysis, Customer Acquisition, Customer Service, Landing Page..., Market Research, Google Analytics, Product Marketing, Search Advertising, Marketing Research, Marketing Strategy, Email Marketing, Lead Generation, SEO, Online Lead Generation, MSN AdCenter, Affiliate Marketing, Web Marketing, Customer Relations, Mobile Advertising, snacks, Marketing
Education
University of Notre Dame 2014 — 2015
Master of Business Administration (M.B.A.), Marketing and Business Analytics
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master of Business Administration (M.B.A.), Business Analytics; Marketing
Brigham Young University 2007 — 2010
Business Management, Marketing
Erik Pettit Erik Pettit's Wells Fargo Bank Experience June 2011 - Present
Job Vice President, Commercial Banking at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank June 2011 - Present
JPMorgan Chase September 2003 - May 2011
Skills
Commercial Banking, Commercial Lending, Loans
Education
Bradley University 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
University of Iowa 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Bank June 2011 - Present
JPMorgan Chase September 2003 - May 2011
Skills
Commercial Banking, Commercial Lending, Loans
Education
Bradley University 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
University of Iowa 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
David Chevalier's Wells Fargo Bank Experience April 2005 - December 2005
Job B2B Sales | Marketing | Banking
Industry Marketing and Advertising
Experience
TD November 2014 - Present
SalesBlend July 2011 - Present
Wells Fargo December 2010 - July 2011
Wells Fargo August 2006 - November 2010
Wells Fargo January 2006 - July 2006
Wells Fargo Bank April 2005 - December 2005
Wells Fargo Bank August 2004 - March 2005
Skills
Sales Management, Internet Marketing, Business Development, Cold Calling, Sales, Social Media, Integrated Marketing, Content Marketing, Web Marketing, Social Media Marketing, Digital Marketing, Email Marketing, Blogging, Lead Generation, Marketing Strategy, Online Marketing, Marketing Research, Small Business, B2B Marketing, Marketing, Online Advertising, SEO, Budgets, SEM, PPC, Training, Entrepreneurship, Start-ups, E-commerce, Web Analytics, Strategic Partnerships, Mobile Marketing, Multi-channel Marketing, Direct Marketing, Social Networking, Salesforce.com, Google Adwords, B2B, Customer Acquisition
Education
Boston University 1998 — 2002
Bachelor's Degree, BA in Economics, Minor in Business Administration
The Thacher School 1995 — 1998
TD November 2014 - Present
SalesBlend July 2011 - Present
Wells Fargo December 2010 - July 2011
Wells Fargo August 2006 - November 2010
Wells Fargo January 2006 - July 2006
Wells Fargo Bank April 2005 - December 2005
Wells Fargo Bank August 2004 - March 2005
Skills
Sales Management, Internet Marketing, Business Development, Cold Calling, Sales, Social Media, Integrated Marketing, Content Marketing, Web Marketing, Social Media Marketing, Digital Marketing, Email Marketing, Blogging, Lead Generation, Marketing Strategy, Online Marketing, Marketing Research, Small Business, B2B Marketing, Marketing, Online Advertising, SEO, Budgets, SEM, PPC, Training, Entrepreneurship, Start-ups, E-commerce, Web Analytics, Strategic Partnerships, Mobile Marketing, Multi-channel Marketing, Direct Marketing, Social Networking, Salesforce.com, Google Adwords, B2B, Customer Acquisition
Education
Boston University 1998 — 2002
Bachelor's Degree, BA in Economics, Minor in Business Administration
The Thacher School 1995 — 1998
Angela McGhie Angela McGhie's Wells Fargo Bank Experience 1993 - 2001
Job Director at ProGen Study Program
Industry Research
Experience
ProGen Study Program January 2015 - Present
Institute of Genealogy and Historical Research December 2013 - Present
Salt Lake Instittue of Genealogy March 2011 - Present
McGhie Family History 2007 - Present
ProGen Study Program October 2008 - December 2014
Gen Proof Study Group April 2013 - March 2014
Association of Professional Genealogists October 2009 - December 2012
Wells Fargo Bank 1993 - 2001
Skills
Genealogy, History, Archives, Archival Research, Records, Research, Online Research, Teaching, Lecturing, Public Speaking, Historical Research, Editing, Proofreading, American History, Library Research, Books, Family History, Training, Local History, Social Networking, Blogging, Analysis, Report Writing, Curriculum Design, Higher Education, Volunteer Management, PowerPoint, Event Planning, Curriculum Development, Oral History, Education, Leadership, Management, Program Management, Networking, Presentations, Organization, Project Management
Education
Brigham Young University 1986 — 1990
B.S., Psychology
ProGen Study Program January 2015 - Present
Institute of Genealogy and Historical Research December 2013 - Present
Salt Lake Instittue of Genealogy March 2011 - Present
McGhie Family History 2007 - Present
ProGen Study Program October 2008 - December 2014
Gen Proof Study Group April 2013 - March 2014
Association of Professional Genealogists October 2009 - December 2012
Wells Fargo Bank 1993 - 2001
Skills
Genealogy, History, Archives, Archival Research, Records, Research, Online Research, Teaching, Lecturing, Public Speaking, Historical Research, Editing, Proofreading, American History, Library Research, Books, Family History, Training, Local History, Social Networking, Blogging, Analysis, Report Writing, Curriculum Design, Higher Education, Volunteer Management, PowerPoint, Event Planning, Curriculum Development, Oral History, Education, Leadership, Management, Program Management, Networking, Presentations, Organization, Project Management
Education
Brigham Young University 1986 — 1990
B.S., Psychology
Jeanne Cofman Jeanne Cofman's Wells Fargo Bank Experience January 2004 - Present
Job Senior Direct Mail Production Manager at Wells Fargo Bank
Industry Marketing and Advertising
Experience
Wells Fargo Bank January 2004 - Present
Lowe's Corporation June 2003 - December 2003
Redf Direct Agency April 2002 - January 2003
Cadmus Direct/FFwd Agency May 1997 - March 2002
NationsBank Corporation May 1996 - May 1997
Banc One Corporation August 1993 - May 1996
Discover Card Services, Inc. June 1990 - August 1993
Skills
Direct Marketing, Direct Mail, Marketing
Education
Bowling Green State University 1984 — 1989
Bachelor of Science in Business Administration, Marketing
Wells Fargo Bank January 2004 - Present
Lowe's Corporation June 2003 - December 2003
Redf Direct Agency April 2002 - January 2003
Cadmus Direct/FFwd Agency May 1997 - March 2002
NationsBank Corporation May 1996 - May 1997
Banc One Corporation August 1993 - May 1996
Discover Card Services, Inc. June 1990 - August 1993
Skills
Direct Marketing, Direct Mail, Marketing
Education
Bowling Green State University 1984 — 1989
Bachelor of Science in Business Administration, Marketing
Ben Chepkoit Ben Chepkoit's Wells Fargo Bank Experience March 2008 - July 2008
Job Project Financial Management at Bechtel Corporation
Industry Management Consulting
Experience
Bechtel Corporation - Muscat, Oman November 2014 - Present
Bechtel Corporation October 2012 - October 2014
Lecturer - Liberty University May 2012 - May 2014
Universities: University of Phoenix and at Liberty University (VA) December 2010 - May 2014
Optima Business Solutions, LLC May 2012 - September 2012
Masai Technologies Corporation June 2011 - April 2012
Clark Construction Group February 2011 - April 2011
Four Corners International (USA), Asis Community NGO (USA, and KEVA (Kenya) 2005 - 2011
U.S. General Services Administration (GSA) August 2008 - May 2010
Wells Fargo Bank March 2008 - July 2008
Skills
Management, Analysis, Strategic Planning, Strategy, Business Analysis, Public Speaking, Proposal Writing, Microsoft Office, Project Planning, Research, Contract Management, Entrepreneurship, Internal Controls, Leadership, Operations Management, Program Management
Education
Northcentral University 2009 — 2013
Ph.D., Business Administration and Information Technology
Villanova University 2011 — 2012
Master Certificate, Six Sigma Methodology, Masters Certificate
Nova Southeastern University 2000 — 2005
Ph.D., Information Systems
Bowie State University 1991 — 1993
Masters, Management Information Systems
Southeastern University 1987 — 1989
Bsc, Accounting & Finance
Bechtel Corporation - Muscat, Oman November 2014 - Present
Bechtel Corporation October 2012 - October 2014
Lecturer - Liberty University May 2012 - May 2014
Universities: University of Phoenix and at Liberty University (VA) December 2010 - May 2014
Optima Business Solutions, LLC May 2012 - September 2012
Masai Technologies Corporation June 2011 - April 2012
Clark Construction Group February 2011 - April 2011
Four Corners International (USA), Asis Community NGO (USA, and KEVA (Kenya) 2005 - 2011
U.S. General Services Administration (GSA) August 2008 - May 2010
Wells Fargo Bank March 2008 - July 2008
Skills
Management, Analysis, Strategic Planning, Strategy, Business Analysis, Public Speaking, Proposal Writing, Microsoft Office, Project Planning, Research, Contract Management, Entrepreneurship, Internal Controls, Leadership, Operations Management, Program Management
Education
Northcentral University 2009 — 2013
Ph.D., Business Administration and Information Technology
Villanova University 2011 — 2012
Master Certificate, Six Sigma Methodology, Masters Certificate
Nova Southeastern University 2000 — 2005
Ph.D., Information Systems
Bowie State University 1991 — 1993
Masters, Management Information Systems
Southeastern University 1987 — 1989
Bsc, Accounting & Finance
Jesse Carman Jesse Carman's Wells Fargo Bank Experience August 2006 - April 2008
Job Principal Product Manager at Capital One
Industry Financial Services
Experience
Capital One August 2010 - Present
Richmond American Homes June 2009 - August 2009
Wells Fargo Bank August 2006 - April 2008
Hollister, Co August 2005 - August 2006
Skills
Process Improvement, Product Management, Finance, Microsoft Office, Sales, Project Management, Analytics, Marketing Strategy, Microsoft Project, Visio, Customer Experience..., VBA
Education
Brigham Young University 2008 — 2010
MBA, Finance
Utah State University 1999 — 2005
BS, Finance/Economics
Capital One August 2010 - Present
Richmond American Homes June 2009 - August 2009
Wells Fargo Bank August 2006 - April 2008
Hollister, Co August 2005 - August 2006
Skills
Process Improvement, Product Management, Finance, Microsoft Office, Sales, Project Management, Analytics, Marketing Strategy, Microsoft Project, Visio, Customer Experience..., VBA
Education
Brigham Young University 2008 — 2010
MBA, Finance
Utah State University 1999 — 2005
BS, Finance/Economics
Holly Monday Holly Monday's Wells Fargo Bank Experience April 2006 - Present
Job Vice President and Sales Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank April 2006 - Present
SunTrust Bank June 1993 - April 2006
Trusco Capital Management 1999 - 2006
Commercial National Bank 1984 - 1990
Education
Bradley University 1987 — 1990
Illinois Central College
Wells Fargo Bank April 2006 - Present
SunTrust Bank June 1993 - April 2006
Trusco Capital Management 1999 - 2006
Commercial National Bank 1984 - 1990
Education
Bradley University 1987 — 1990
Illinois Central College
David Hundley David Hundley's Wells Fargo Bank Experience January 2009 - Present
Job Collections Supervisor at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2009 - Present
Medical Data Systems 2008 - 2009
Medical Data Systems 2008 - 2009
Medical Data Systems 2008 - 2009
Civic Development Group / Millenium Teleservices 1999 - 2008
Martinsville Christian Fellowship 1976 - 1999
Skills
Loss Mitigation, Mortgage Servicing, Credit, Call Center, Cross Selling, Public Speaking, Direct Sales, Administration, Account Management, Team Building, Coaching, Customer Service, Mentoring, Marketing Strategy, Public Relations, Motivational Speaking, Management, Training, Call Centers, Team Leadership, System Administration, Leadership, Sales, Relationship Management, Vendor Management, Risk Management, Process Improvement, Banking
Education
Virginia Polytechnic Institute and State University 2014 — 2014
Certification through Genedge Alliance Seminar in conjunction with Virginia Tech, Lean Six Sigma, Yellow Belt Certification
Bridgewater College
International College of Biblical Theology
Honorary Doctorate, Theology/Theological Studies
Wells Fargo Bank January 2009 - Present
Medical Data Systems 2008 - 2009
Medical Data Systems 2008 - 2009
Medical Data Systems 2008 - 2009
Civic Development Group / Millenium Teleservices 1999 - 2008
Martinsville Christian Fellowship 1976 - 1999
Skills
Loss Mitigation, Mortgage Servicing, Credit, Call Center, Cross Selling, Public Speaking, Direct Sales, Administration, Account Management, Team Building, Coaching, Customer Service, Mentoring, Marketing Strategy, Public Relations, Motivational Speaking, Management, Training, Call Centers, Team Leadership, System Administration, Leadership, Sales, Relationship Management, Vendor Management, Risk Management, Process Improvement, Banking
Education
Virginia Polytechnic Institute and State University 2014 — 2014
Certification through Genedge Alliance Seminar in conjunction with Virginia Tech, Lean Six Sigma, Yellow Belt Certification
Bridgewater College
International College of Biblical Theology
Honorary Doctorate, Theology/Theological Studies
Allison Kartchner Allison Kartchner's Wells Fargo Bank Experience January 2009 - November 2010
Job Freelance Editor and Writer
Industry Writing and Editing
Experience
Home July 2006 - Present
Wells Fargo Bank January 2009 - November 2010
Cedar Fort, Inc January 2008 - November 2008
Writing Center January 2006 - April 2008
Skills
Editing, Writing, Editorial, Copywriting, Manuscripts, Technical Writing, Instructions, Fiction, Copy Editing, Grammar, Proofreading, Novels, Creative Writing, Publishing, Teaching, Literature, Blogging, Publications, Public Speaking
Education
Brigham Young University 2004 — 2008
Bachelor of Arts, English, editing
Home July 2006 - Present
Wells Fargo Bank January 2009 - November 2010
Cedar Fort, Inc January 2008 - November 2008
Writing Center January 2006 - April 2008
Skills
Editing, Writing, Editorial, Copywriting, Manuscripts, Technical Writing, Instructions, Fiction, Copy Editing, Grammar, Proofreading, Novels, Creative Writing, Publishing, Teaching, Literature, Blogging, Publications, Public Speaking
Education
Brigham Young University 2004 — 2008
Bachelor of Arts, English, editing
Priscilla Porch Priscilla Porch's Wells Fargo Bank Experience January 2007 - December 2010
Job Attorney/Paralegal/Trust Officer
Industry Financial Services
Experience
PA Dept of Public Welfare May 2013 - Present
Wells Fargo Bank January 2007 - December 2010
Spector Gadon & Rosen, P.C. 2006 - 2007
Mellon Financial 1990 - 2005
Cohen, Shapiro, Polisher Sheikman and Cohen 1988 - 1990
Clark, Ladner, Fortenbaugh and Young 1986 - 1988
Heard Law Firm 1980 - 1985
Skills
Trusts, Estate Law, Estate Planning, Securities, Corporate Law, Tax, Wealth Management, Asset Managment, Investments, Litigation, Strategic Financial..., Legal Assistance, Estate Tax Planning, Commercial Litigation, Banking
Education
Boston University School of Law
Masters in Tax, Taxation
Drake University Law School
JD, Law
Duke University
BA, History
PA Dept of Public Welfare May 2013 - Present
Wells Fargo Bank January 2007 - December 2010
Spector Gadon & Rosen, P.C. 2006 - 2007
Mellon Financial 1990 - 2005
Cohen, Shapiro, Polisher Sheikman and Cohen 1988 - 1990
Clark, Ladner, Fortenbaugh and Young 1986 - 1988
Heard Law Firm 1980 - 1985
Skills
Trusts, Estate Law, Estate Planning, Securities, Corporate Law, Tax, Wealth Management, Asset Managment, Investments, Litigation, Strategic Financial..., Legal Assistance, Estate Tax Planning, Commercial Litigation, Banking
Education
Boston University School of Law
Masters in Tax, Taxation
Drake University Law School
JD, Law
Duke University
BA, History
Jeremiah Stich Jeremiah Stich's Wells Fargo Bank Experience September 2001 - February 2011
Job International Treasury Management at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2011 - Present
Wells Fargo Bank September 2001 - February 2011
Calibanco Theatre January 2002 - January 2007
Skills
Commercial Banking, Banking, Cash Management, Treasury Management, Credit, Accounting, Portfolio Management, Business Analysis, Directing, Financial Services, Theatre, Theatrical Production, Loans, Arts Administration, Performing Arts, Shakespeare, Acting, Mortgage Banking, Loan Origination, Relationship Management, Payments, Management
Education
Boston University 1993 — 1997
BFA, Acting
University of Minnesota-Twin Cities 1991 — 1991
Wells Fargo February 2011 - Present
Wells Fargo Bank September 2001 - February 2011
Calibanco Theatre January 2002 - January 2007
Skills
Commercial Banking, Banking, Cash Management, Treasury Management, Credit, Accounting, Portfolio Management, Business Analysis, Directing, Financial Services, Theatre, Theatrical Production, Loans, Arts Administration, Performing Arts, Shakespeare, Acting, Mortgage Banking, Loan Origination, Relationship Management, Payments, Management
Education
Boston University 1993 — 1997
BFA, Acting
University of Minnesota-Twin Cities 1991 — 1991
AeJa Mortensen AeJa Mortensen's Wells Fargo Bank Experience 1983 - 1985
Job Piano / Vocal teacher at AeJa's Music Academy
Industry Education Management
Experience
Primary Plus Elementary School January 2009 - Present
AeJa's Music Academy 1993 - Present
Graystone Elementary School 1998 - 1999
Challenger School August 1993 - June 1998
TeleVideo Studios April 1985 - June 1988
Wells Fargo Bank 1983 - 1985
Polynesian Cultural Center 1977 - 1978
Education
Brigham Young University 1978 — 1982
BA, Business and International Relations (Double Major)
Brigham Young University - Hawaii 1977 — 1978
Business
Primary Plus Elementary School January 2009 - Present
AeJa's Music Academy 1993 - Present
Graystone Elementary School 1998 - 1999
Challenger School August 1993 - June 1998
TeleVideo Studios April 1985 - June 1988
Wells Fargo Bank 1983 - 1985
Polynesian Cultural Center 1977 - 1978
Education
Brigham Young University 1978 — 1982
BA, Business and International Relations (Double Major)
Brigham Young University - Hawaii 1977 — 1978
Business
Benjamin Burgener Benjamin Burgener's Wells Fargo Bank Experience August 2010 - July 2014
Job National Sales Manager at Emergency Essentials
Industry Program Development
Experience
Emergency Essentials December 2014 - Present
Wells Fargo Bank August 2010 - July 2014
Santaquin City Parks and Recreation May 2010 - August 2010
Provo City Parks and Recreation August 2009 - August 2010
Thrive Learning 2009 - 2010
Wells Fargo Bank December 2006 - May 2008
Skills
Management, Sales Management, Operations Management, Customer Service, Team Management, Marketing, Teamwork, Sales, Budgets, Customer Satisfaction, Team Building, Team Leadership, Leadership, Sales Operations, Coaching
Education
Brigham Young University 2003 — 2010
Bachelor of Science (BS), Recreation Management, Youth Leadership
Brigham Young University (Marriott School of Management) 2003 — 2010
Recreation Management, Youth Leadership, Leisure Services
Emergency Essentials December 2014 - Present
Wells Fargo Bank August 2010 - July 2014
Santaquin City Parks and Recreation May 2010 - August 2010
Provo City Parks and Recreation August 2009 - August 2010
Thrive Learning 2009 - 2010
Wells Fargo Bank December 2006 - May 2008
Skills
Management, Sales Management, Operations Management, Customer Service, Team Management, Marketing, Teamwork, Sales, Budgets, Customer Satisfaction, Team Building, Team Leadership, Leadership, Sales Operations, Coaching
Education
Brigham Young University 2003 — 2010
Bachelor of Science (BS), Recreation Management, Youth Leadership
Brigham Young University (Marriott School of Management) 2003 — 2010
Recreation Management, Youth Leadership, Leisure Services
Neila Abbott Neila Abbott's Wells Fargo Bank Experience November 2007 - April 2011
Job MER Support Specialist at State of Nevada Health and Human Resources
Industry Banking
Experience
State of Nevada - Health and Human Resources February 2008 - Present
Wells Fargo Bank November 2007 - April 2011
Realty Executives Nevada's Choice September 2003 - October 2007
Education
Boston University 1971 — 1972
M.Ed., Education
New York University 1966 — 1970
B.A., English, Spanish
State of Nevada - Health and Human Resources February 2008 - Present
Wells Fargo Bank November 2007 - April 2011
Realty Executives Nevada's Choice September 2003 - October 2007
Education
Boston University 1971 — 1972
M.Ed., Education
New York University 1966 — 1970
B.A., English, Spanish
Wednesday Ellis, MBA Wednesday Ellis, MBA's Wells Fargo Bank Experience February 2010 - April 2011
Job Staff Accountant at SunTrust
Industry Financial Services
Experience
SunTrust Bank May 2012 - Present
SunTrust Bank May 2011 - May 2012
Wells Fargo Bank February 2010 - April 2011
BB&T February 2005 - January 2009
Skills
Loans, Credit, Banking, Retail Banking, Credit Analysis, Customer Service, Credit Risk, Cash Management, Outlook, Financial Analysis, Word, Consumer Lending, Microsoft Office, Payments, Coaching, Deposits, Excel, Credit Cards, Cash Flow, Equities, Loan Origination, Contract Negotiation, Accounting, P & L Ownership, Interest Rate Swaps, Accounts Payable, Accounts Receivable, Year-end Close, Year End Accounts, Monthly Close, Monthly Accounts, Monthly Close Process, Equity Funding, Commercial Funding, Corporate Finance, Microsoft Excel, Management
Education
Strayer University-Maryland 2005 — 2007
M.B.A., Acquisitions & Contracts
Brenau University
B.B.A, Business Management
SunTrust Bank May 2012 - Present
SunTrust Bank May 2011 - May 2012
Wells Fargo Bank February 2010 - April 2011
BB&T February 2005 - January 2009
Skills
Loans, Credit, Banking, Retail Banking, Credit Analysis, Customer Service, Credit Risk, Cash Management, Outlook, Financial Analysis, Word, Consumer Lending, Microsoft Office, Payments, Coaching, Deposits, Excel, Credit Cards, Cash Flow, Equities, Loan Origination, Contract Negotiation, Accounting, P & L Ownership, Interest Rate Swaps, Accounts Payable, Accounts Receivable, Year-end Close, Year End Accounts, Monthly Close, Monthly Accounts, Monthly Close Process, Equity Funding, Commercial Funding, Corporate Finance, Microsoft Excel, Management
Education
Strayer University-Maryland 2005 — 2007
M.B.A., Acquisitions & Contracts
Brenau University
B.B.A, Business Management
Josh Dalton Josh Dalton's Wells Fargo Bank Experience June 2006 - February 2007
Job Risk Assurance Manager at PwC
Industry Information Technology and Services
Experience
PricewaterhouseCoopers July 2011 - Present
PwC September 2008 - July 2011
Novell February 2007 - August 2008
Wells Fargo Bank June 2006 - February 2007
Skills
IT Audit, CISA, Internal Audit, Internal Controls, Oracle Financials, Oracle Applications, Oracle E-Business Suite, Oracle, Risk Assessment, Business Process, Sarbanes-Oxley Act, Business Process..., SOX 404, Visio, Accounting, Process Improvement, IT Controls, ITGC, External Audit, Sarbanes-Oxley, Access, COBIT, Security, Leadership
Education
Brigham Young University 2005 — 2008
Bachelor of Science, Information Systems
PricewaterhouseCoopers July 2011 - Present
PwC September 2008 - July 2011
Novell February 2007 - August 2008
Wells Fargo Bank June 2006 - February 2007
Skills
IT Audit, CISA, Internal Audit, Internal Controls, Oracle Financials, Oracle Applications, Oracle E-Business Suite, Oracle, Risk Assessment, Business Process, Sarbanes-Oxley Act, Business Process..., SOX 404, Visio, Accounting, Process Improvement, IT Controls, ITGC, External Audit, Sarbanes-Oxley, Access, COBIT, Security, Leadership
Education
Brigham Young University 2005 — 2008
Bachelor of Science, Information Systems
Troy Stickler Troy Stickler's Wells Fargo Bank Experience March 2012 - December 2012
Job Learning & Development Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 2012 - December 2012
Wachovia Bank 2007 - March 2012
Wachovia Bank January 2005 - January 2007
JPMorgan Chase June 2003 - January 2005
BBVA Compass March 2002 - June 2003
American Express Financial Advisors May 2000 - February 2002
US Army January 1997 - May 2000
US Army 1995 - 1997
Skills
Training Delivery, Training Facilitation, Leadership Development, Employee Engagement, Employee Training, Coaching, Executive Coaching, Instructor-led Training
Education
Brenau University 2007 — 2009
Master of Business Administration (M.B.A.)
Brenau University 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Wells Fargo Bank March 2012 - December 2012
Wachovia Bank 2007 - March 2012
Wachovia Bank January 2005 - January 2007
JPMorgan Chase June 2003 - January 2005
BBVA Compass March 2002 - June 2003
American Express Financial Advisors May 2000 - February 2002
US Army January 1997 - May 2000
US Army 1995 - 1997
Skills
Training Delivery, Training Facilitation, Leadership Development, Employee Engagement, Employee Training, Coaching, Executive Coaching, Instructor-led Training
Education
Brenau University 2007 — 2009
Master of Business Administration (M.B.A.)
Brenau University 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Louis Salerno Louis Salerno's Wells Fargo Bank Experience May 2004 - August 2005
Job Experienced Corporate Counsel
Industry Law Practice
Experience
The Law Office of Louis J Salerno April 2007 - Present
Hudson Valley Cerebral Palsy Association February 2014 - Present
FUJIFILM Holdings America Corporation December 2014 - June 2015
Asset Management Specialist June 2011 - February 2014
Cerebral Palsy International Research Foundation July 2005 - May 2006
Wells Fargo Bank May 2004 - August 2005
Silverberg Goldman & Bikoff June 2003 - April 2004
RC_ARINC January 2001 - June 2003
Salerno & Associates January 1991 - January 2001
Barnett & Alagia January 1986 - January 1991
Skills
Transactional Law, International Trade Law, Corporate Governance, Corporate Law, Contract Negotiation, Licensing, Mergers, Commercial Litigation, Courts, Legal Writing, Intellectual Property, Civil Litigation, Legal Research, Mergers & Acquisitions, International Law, Legal Advice, Dispute Resolution, Risk Management, Litigation, Legal Assistance, Joint Ventures
Education
Villanova University School of Law 1980 — 1984
Juris Doctor; Bachelor of Arts, Law
Boston University 1976 — 1980
B.A., Psychology
The Lawrenceville School 1972 — 1976
The Law Office of Louis J Salerno April 2007 - Present
Hudson Valley Cerebral Palsy Association February 2014 - Present
FUJIFILM Holdings America Corporation December 2014 - June 2015
Asset Management Specialist June 2011 - February 2014
Cerebral Palsy International Research Foundation July 2005 - May 2006
Wells Fargo Bank May 2004 - August 2005
Silverberg Goldman & Bikoff June 2003 - April 2004
RC_ARINC January 2001 - June 2003
Salerno & Associates January 1991 - January 2001
Barnett & Alagia January 1986 - January 1991
Skills
Transactional Law, International Trade Law, Corporate Governance, Corporate Law, Contract Negotiation, Licensing, Mergers, Commercial Litigation, Courts, Legal Writing, Intellectual Property, Civil Litigation, Legal Research, Mergers & Acquisitions, International Law, Legal Advice, Dispute Resolution, Risk Management, Litigation, Legal Assistance, Joint Ventures
Education
Villanova University School of Law 1980 — 1984
Juris Doctor; Bachelor of Arts, Law
Boston University 1976 — 1980
B.A., Psychology
The Lawrenceville School 1972 — 1976
Nathan Dyer Nathan Dyer's Wells Fargo Bank Experience April 2011 - April 2012
Job Circuit Designer at Level 3 Communications
Industry Telecommunications
Experience
Level 3 Communications February 2013 - Present
Aurora Fire Department October 2012 - November 2012
Corporation of the President, DCT January 2010 - September 2012
Wells Fargo Bank April 2011 - April 2012
Allpro Maintenance and Repair January 2009 - December 2009
Brigham Young University August 2007 - December 2008
Brigham Young University January 2007 - April 2007
Brigham Young University August 2006 - December 2006
Clark Pest Control May 2006 - August 2006
South Suburban Parks & Recreation May 1998 - August 2005
Skills
Troubleshooting, CSS, Microsoft Office, PHP, Microsoft Excel, PowerPoint, Data Analysis, Customer Service, Teaching, Public Speaking, Microsoft Word, Circuit Design, Computers
Education
Brigham Young University 2003 — 2008
BA, Italian
Level 3 Communications February 2013 - Present
Aurora Fire Department October 2012 - November 2012
Corporation of the President, DCT January 2010 - September 2012
Wells Fargo Bank April 2011 - April 2012
Allpro Maintenance and Repair January 2009 - December 2009
Brigham Young University August 2007 - December 2008
Brigham Young University January 2007 - April 2007
Brigham Young University August 2006 - December 2006
Clark Pest Control May 2006 - August 2006
South Suburban Parks & Recreation May 1998 - August 2005
Skills
Troubleshooting, CSS, Microsoft Office, PHP, Microsoft Excel, PowerPoint, Data Analysis, Customer Service, Teaching, Public Speaking, Microsoft Word, Circuit Design, Computers
Education
Brigham Young University 2003 — 2008
BA, Italian
Brad Whetten Brad Whetten's Wells Fargo Bank Experience 2002 - 2007
Job Business Banking MultiChannel Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Wells Fargo April 2007 - November 2012
Wells Fargo Bank 2002 - 2007
Skills
Commercial Lending, Loans, Commercial Banking, Credit, Treasury Management, Credit Analysis, Banking, Portfolio Management, Underwriting, Small Business Lending, Cash Management, Lines Of Credit, Relationship Management, Financial Analysis, Customer Acquisition, Analysis
Education
Brigham Young University 1997 — 2001
Bachelor's degree, International/Global Studies
Wells Fargo November 2012 - Present
Wells Fargo April 2007 - November 2012
Wells Fargo Bank 2002 - 2007
Skills
Commercial Lending, Loans, Commercial Banking, Credit, Treasury Management, Credit Analysis, Banking, Portfolio Management, Underwriting, Small Business Lending, Cash Management, Lines Of Credit, Relationship Management, Financial Analysis, Customer Acquisition, Analysis
Education
Brigham Young University 1997 — 2001
Bachelor's degree, International/Global Studies
Lindsay Ford Lindsay Ford's Wells Fargo Bank Experience January 2013 - Present
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank January 2013 - Present
Wells Fargo Bank 2010 - January 2013
Wells Fargo Bank December 2009 - December 2010
Wells Fargo Bank November 2007 - December 2009
Genworth Financial October 2005 - November 2007
Genworth Financial December 2004 - October 2005
Genworth Financial November 2003 - December 2004
Kessler Financial Services July 2002 - September 2003
WBUR National Public Radio September 2000 - July 2002
Red Bull January 2001 - May 2002
Skills
Credit, Investments, Financial Analysis, Portfolio Management, Leadership, Finance, Loans, Credit Analysis, Banking, Financial Modeling
Education
Virginia Commonwealth University - School of Business 2007 — 2007
Certified Financial Planner Program
Boston University Questrom School of Business 1998 — 2002
BSBA, Finance
Stratton Mountain School 1997 — 1998
Wells Fargo Bank January 2013 - Present
Wells Fargo Bank 2010 - January 2013
Wells Fargo Bank December 2009 - December 2010
Wells Fargo Bank November 2007 - December 2009
Genworth Financial October 2005 - November 2007
Genworth Financial December 2004 - October 2005
Genworth Financial November 2003 - December 2004
Kessler Financial Services July 2002 - September 2003
WBUR National Public Radio September 2000 - July 2002
Red Bull January 2001 - May 2002
Skills
Credit, Investments, Financial Analysis, Portfolio Management, Leadership, Finance, Loans, Credit Analysis, Banking, Financial Modeling
Education
Virginia Commonwealth University - School of Business 2007 — 2007
Certified Financial Planner Program
Boston University Questrom School of Business 1998 — 2002
BSBA, Finance
Stratton Mountain School 1997 — 1998
Jaron Ballentine Jaron Ballentine's Wells Fargo Bank Experience June 1997 - June 1999
Job Managing Partner, Ballentine LifeScience Partners
Industry Pharmaceuticals
Experience
Ballentine LifeScience Partners, LLC November 2010 - Present
GlaxoSmithKline April 2006 - October 2010
GlaxoSmithKline June 2001 - March 2006
Wells Fargo Bank June 1997 - June 1999
Skills
Financial Modeling, Forecasting, Product Development, Market Research, Strategy Development, Portfolio Management, Pharmaceutical Industry, Biotechnology Industry, Medical Diagnostics, Strategy, Analysis, Business Analysis, Drug Development, Clinical Development, Customer Insight, Competitive Intelligence, Cross-functional Team..., Business Development, Management Consulting, Global Marketing, Market Analysis, Commercialization, Market Access, Competitive Analysis, Segmentation, Start-ups
Education
University of Virginia Darden School of Business 1999 — 2001
MBA
Brigham Young University 1992 — 1997
BA, Economics
Ballentine LifeScience Partners, LLC November 2010 - Present
GlaxoSmithKline April 2006 - October 2010
GlaxoSmithKline June 2001 - March 2006
Wells Fargo Bank June 1997 - June 1999
Skills
Financial Modeling, Forecasting, Product Development, Market Research, Strategy Development, Portfolio Management, Pharmaceutical Industry, Biotechnology Industry, Medical Diagnostics, Strategy, Analysis, Business Analysis, Drug Development, Clinical Development, Customer Insight, Competitive Intelligence, Cross-functional Team..., Business Development, Management Consulting, Global Marketing, Market Analysis, Commercialization, Market Access, Competitive Analysis, Segmentation, Start-ups
Education
University of Virginia Darden School of Business 1999 — 2001
MBA
Brigham Young University 1992 — 1997
BA, Economics
Masao Jim Uyeda Masao Jim Uyeda's Wells Fargo Bank Experience February 2010 - May 2012
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank February 2010 - May 2012
Business Foundation, Warsaw, Poland 1989 - 1993
Skills
Risk Management, Wealth Management, Banking, Relationship Management, Portfolio Management, Strategy, Program Management, Financial Services, Business Development, Credit, Analysis, Diversity, Investments, Leadership, International Business, Management, Marketing Strategy, Finance
Education
Santa Clara University 1986 — 1989
B.S., Political Science and Government
Brigham Young University 1985 — 1986
AA, International Relations
Wells Fargo Bank February 2010 - May 2012
Business Foundation, Warsaw, Poland 1989 - 1993
Skills
Risk Management, Wealth Management, Banking, Relationship Management, Portfolio Management, Strategy, Program Management, Financial Services, Business Development, Credit, Analysis, Diversity, Investments, Leadership, International Business, Management, Marketing Strategy, Finance
Education
Santa Clara University 1986 — 1989
B.S., Political Science and Government
Brigham Young University 1985 — 1986
AA, International Relations
Austin Chase Austin Chase's Wells Fargo Bank Experience April 2007 - March 2010
Job Financial Analyst Controller
Industry Oil & Energy
Experience
ExxonMobil February 2012 - Present
AT&T Mobility June 2011 - August 2011
Wells Fargo Bank April 2007 - March 2010
Peak Capital Partners April 2007 - June 2009
Merrill Lynch May 2006 - April 2007
Clarion Consulting September 2005 - May 2006
Utah Gubernatorial Campaign April 2004 - December 2004
Brigham Young University Student Government August 2002 - May 2003
LDS Mission March 2000 - January 2001
Skills
Analysis, Budgets, Business Case, Business Development
Education
Texas A&M University, Mays Business School, College 2010 — 2012
Master, Business Administration
Brigham Young University 2002 — 2006
Bachelor of Arts, English/Economics
ExxonMobil February 2012 - Present
AT&T Mobility June 2011 - August 2011
Wells Fargo Bank April 2007 - March 2010
Peak Capital Partners April 2007 - June 2009
Merrill Lynch May 2006 - April 2007
Clarion Consulting September 2005 - May 2006
Utah Gubernatorial Campaign April 2004 - December 2004
Brigham Young University Student Government August 2002 - May 2003
LDS Mission March 2000 - January 2001
Skills
Analysis, Budgets, Business Case, Business Development
Education
Texas A&M University, Mays Business School, College 2010 — 2012
Master, Business Administration
Brigham Young University 2002 — 2006
Bachelor of Arts, English/Economics
Dale Barton Dale Barton's Wells Fargo Bank Experience June 2003 - June 2008
Job Banking Relationship Manager for NonProfit and Government Agencies
Industry Banking
Experience
Wells Fargo September 2011 - Present
Affirmation July 2009 - August 2011
Wachovia July 2008 - December 2009
Wells Fargo Bank June 2003 - June 2008
reinventLearning / VitesseLearning, Inc. November 2000 - June 2003
iGeneration September 1999 - July 2001
iGeneration/HyCurve/US Web Learning September 1999 - August 2000
Novell June 1995 - September 1999
Skills
Public Finance, Banking, Treasury Management, Investments, Commercial Banking, Commercial Lending, Corporate Finance, Relationship Management, Business Development, Non-Profit Banking, Government Banking
Education
CTI - Coaches Training Institute 2009 — 2009
Marriott School of Management, BYU 1997 — 1999
MBA
Brigham Young University 1990 — 1994
BS
Wells Fargo September 2011 - Present
Affirmation July 2009 - August 2011
Wachovia July 2008 - December 2009
Wells Fargo Bank June 2003 - June 2008
reinventLearning / VitesseLearning, Inc. November 2000 - June 2003
iGeneration September 1999 - July 2001
iGeneration/HyCurve/US Web Learning September 1999 - August 2000
Novell June 1995 - September 1999
Skills
Public Finance, Banking, Treasury Management, Investments, Commercial Banking, Commercial Lending, Corporate Finance, Relationship Management, Business Development, Non-Profit Banking, Government Banking
Education
CTI - Coaches Training Institute 2009 — 2009
Marriott School of Management, BYU 1997 — 1999
MBA
Brigham Young University 1990 — 1994
BS
Dhaval Shah's Wells Fargo Bank Experience January 2010 - September 2012
Job Specialist at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2015 - Present
McKinsey & Company May 2014 - June 2015
Deloitte September 2012 - April 2014
Wells Fargo Bank January 2010 - September 2012
Bradley University June 2009 - December 2009
Caterpillar Inc May 2008 - May 2009
BISAG December 2006 - April 2007
Skills
SQL database design, T-SQL, PL/SQL, Microsoft Office, VBA, Rational Rose, ER Studio, SQL Server 2000-2008, SSRS, Data Warehousing, Calypso, GMI, Openlink Endur, HTML/XML, C/C++, Core Java, MDX, Globus, Microsoft SQL Server, Oracle, ASP.NET, Visual Basic, MySQL, Rational XDE, SQL, VB.NET, ER/Studio, XML, Openlink, Access, Software Development
Education
Bradley University 2008 — 2009
M.S, Computer Science
Dharmsinh Desai Institute of Technology 2003 — 2007
Bachelor of Engineering (BE), Computer Eng
McKinsey & Company July 2015 - Present
McKinsey & Company May 2014 - June 2015
Deloitte September 2012 - April 2014
Wells Fargo Bank January 2010 - September 2012
Bradley University June 2009 - December 2009
Caterpillar Inc May 2008 - May 2009
BISAG December 2006 - April 2007
Skills
SQL database design, T-SQL, PL/SQL, Microsoft Office, VBA, Rational Rose, ER Studio, SQL Server 2000-2008, SSRS, Data Warehousing, Calypso, GMI, Openlink Endur, HTML/XML, C/C++, Core Java, MDX, Globus, Microsoft SQL Server, Oracle, ASP.NET, Visual Basic, MySQL, Rational XDE, SQL, VB.NET, ER/Studio, XML, Openlink, Access, Software Development
Education
Bradley University 2008 — 2009
M.S, Computer Science
Dharmsinh Desai Institute of Technology 2003 — 2007
Bachelor of Engineering (BE), Computer Eng
Erin Moritz, SPHR's Wells Fargo Bank Experience 2005 - 2007
Job Senior HR Generalist, Customer Service at Blizzard Entertainment
Industry Human Resources
Experience
Blizzard Entertainment July 2014 - Present
SUREFOOT August 2012 - July 2014
USLMP, INC. 2009 - 2012
Seaside Capital Partners 2007 - 2009
Wells Fargo Bank 2005 - 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Project Management, Risk Management, Business Analysis, Business Strategy, Management, Finance, Analysis, Human Resources, Business Planning, Recruiting, Forecasting, Leadership, Performance Management, Talent Acquisition, Market Research, Training, Team Building, Onboarding, Employee Benefits, Employee Relations
Education
Cornell University 2015 — 2015
Advanced Certificate in Strategic HR Management
Brandman University, Part of the Chapman University System 2011 — 2013
Master of Business Administration (MBA), Human Resources and Organizational Development, Graduated Magna Cum Laude
Chapman University, The George L. Argyros School of Business and Economics 2006 — 2010
Bachelor of Science (B.S.), Business Administration, Management and Operations
HRCI
SPHR Certification, Senior Human Resources Professional
Los Alamitos High School
Blizzard Entertainment July 2014 - Present
SUREFOOT August 2012 - July 2014
USLMP, INC. 2009 - 2012
Seaside Capital Partners 2007 - 2009
Wells Fargo Bank 2005 - 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Project Management, Risk Management, Business Analysis, Business Strategy, Management, Finance, Analysis, Human Resources, Business Planning, Recruiting, Forecasting, Leadership, Performance Management, Talent Acquisition, Market Research, Training, Team Building, Onboarding, Employee Benefits, Employee Relations
Education
Cornell University 2015 — 2015
Advanced Certificate in Strategic HR Management
Brandman University, Part of the Chapman University System 2011 — 2013
Master of Business Administration (MBA), Human Resources and Organizational Development, Graduated Magna Cum Laude
Chapman University, The George L. Argyros School of Business and Economics 2006 — 2010
Bachelor of Science (B.S.), Business Administration, Management and Operations
HRCI
SPHR Certification, Senior Human Resources Professional
Los Alamitos High School
Erik Tadje Erik Tadje's Wells Fargo Bank Experience June 2007 - January 2011
Job VP Commercial Loan Officer at Brighton Bank
Industry Banking
Experience
Brighton Bank October 2012 - Present
Bank of Utah January 2011 - October 2012
Wells Fargo Bank June 2007 - January 2011
Wells Fargo Bank March 2005 - June 2007
Wells Fargo Bank November 2003 - March 2005
Wells Fargo Bank October 2002 - November 2003
Century Maintenance Supply May 2000 - July 2002
Farmers Insurance April 1998 - July 2001
Skills
Underwriting, Commercial Lending, Commercial Banking, Retail Banking, Treasury Management, Networking, Lines Of Credit, Real Estate Lending, SBA 504, Loans, Portfolio Management, Construction Loans, Small Business Lending, SBA, Credit Analysis, Credit, Commercial Mortgages, Loan Origination, Real Estate
Education
University of Phoenix 2003 — 2005
MBA
Brigham Young University 1993 — 2000
Brighton Bank October 2012 - Present
Bank of Utah January 2011 - October 2012
Wells Fargo Bank June 2007 - January 2011
Wells Fargo Bank March 2005 - June 2007
Wells Fargo Bank November 2003 - March 2005
Wells Fargo Bank October 2002 - November 2003
Century Maintenance Supply May 2000 - July 2002
Farmers Insurance April 1998 - July 2001
Skills
Underwriting, Commercial Lending, Commercial Banking, Retail Banking, Treasury Management, Networking, Lines Of Credit, Real Estate Lending, SBA 504, Loans, Portfolio Management, Construction Loans, Small Business Lending, SBA, Credit Analysis, Credit, Commercial Mortgages, Loan Origination, Real Estate
Education
University of Phoenix 2003 — 2005
MBA
Brigham Young University 1993 — 2000
Aaron Fowles, MCM Aaron Fowles, MCM's Wells Fargo Bank Experience October 2004 - February 2005
Job Corporate Communications Manager at Toyota USA
Industry Automotive
Experience
Toyota USA May 2015 - Present
Konami Digital Entertainment June 2014 - April 2015
Konami Digital Entertainment September 2013 - June 2014
Panasonic Corporation of North America April 2012 - September 2013
SANYO North America Corporation December 2010 - April 2012
SANYO North America Corporation March 2009 - November 2010
SANYO Electric Co., Ltd. September 2006 - March 2009
rJp Corporation 2006 - September 2006
American Express March 2005 - August 2005
Wells Fargo Bank October 2004 - February 2005
Skills
Corporate Communications, Media Relations, Public Relations, Press Releases, Marketing, Strategic Communications, Marketing Communications, Social Media, Newsletters, Advertising, Strategic Partnerships, Leadership, Product Marketing, Brand Management, Social Media Marketing, Facebook, Marketing Strategy, Trade Shows, Crisis Communications, Event Planning, Copywriting, Corporate Branding, Event Management, Brand Development, Community Development, Employee Relations, Spokesperson, Japanese, Japanese business..., Japanese culture, Japanese to English..., Brand Awareness, Branding & Identity, Community Relations, Promotions, Change Communication, Toyota Production System, Toyota Way, Kaizen
Education
University of Southern California 2011 — 2012
Master's degree, Communication Management, 4.0
Brigham Young University 2001 — 2003
BA, Japanese History, Culture and Language
Toyota USA May 2015 - Present
Konami Digital Entertainment June 2014 - April 2015
Konami Digital Entertainment September 2013 - June 2014
Panasonic Corporation of North America April 2012 - September 2013
SANYO North America Corporation December 2010 - April 2012
SANYO North America Corporation March 2009 - November 2010
SANYO Electric Co., Ltd. September 2006 - March 2009
rJp Corporation 2006 - September 2006
American Express March 2005 - August 2005
Wells Fargo Bank October 2004 - February 2005
Skills
Corporate Communications, Media Relations, Public Relations, Press Releases, Marketing, Strategic Communications, Marketing Communications, Social Media, Newsletters, Advertising, Strategic Partnerships, Leadership, Product Marketing, Brand Management, Social Media Marketing, Facebook, Marketing Strategy, Trade Shows, Crisis Communications, Event Planning, Copywriting, Corporate Branding, Event Management, Brand Development, Community Development, Employee Relations, Spokesperson, Japanese, Japanese business..., Japanese culture, Japanese to English..., Brand Awareness, Branding & Identity, Community Relations, Promotions, Change Communication, Toyota Production System, Toyota Way, Kaizen
Education
University of Southern California 2011 — 2012
Master's degree, Communication Management, 4.0
Brigham Young University 2001 — 2003
BA, Japanese History, Culture and Language
Sandra Lieb-Geiger's Wells Fargo Bank Experience April 1993 - September 1993
Job Collaborative information technology leader, strategist and problemsolver
Industry Information Technology and Services
Experience
Accenture June 2005 - Present
Accenture February 1994 - Present
Wells Fargo Bank April 1993 - September 1993
Seattle Systems August 1992 - March 1993
Putnam, Hayes and Bartlett October 1989 - January 1992
Skills
Ideas Development, Idea Person, IT Strategy, Business Analysis, Business Process..., Management Consulting, Management, Process Improvement, Mentoring, Coaching, Change Management, Customer Service, Business Process, Business Process..., Business Transformation, Project Planning, Project Management, Integration, Cross-functional Team..., Business Process Design, Consulting
Education
Brandeis University 1984 — 1988
Bachelor's Degree, English & American Literature, cum laude
Scarsdale High School 1980 — 1984
High School Diploma, N/A, with Honors
Accenture June 2005 - Present
Accenture February 1994 - Present
Wells Fargo Bank April 1993 - September 1993
Seattle Systems August 1992 - March 1993
Putnam, Hayes and Bartlett October 1989 - January 1992
Skills
Ideas Development, Idea Person, IT Strategy, Business Analysis, Business Process..., Management Consulting, Management, Process Improvement, Mentoring, Coaching, Change Management, Customer Service, Business Process, Business Process..., Business Transformation, Project Planning, Project Management, Integration, Cross-functional Team..., Business Process Design, Consulting
Education
Brandeis University 1984 — 1988
Bachelor's Degree, English & American Literature, cum laude
Scarsdale High School 1980 — 1984
High School Diploma, N/A, with Honors
Bryan Boland Bryan Boland's Wells Fargo Bank Experience March 2011 - Present
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank March 2011 - Present
Skills
Accounting, Banking, Cash Management, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Financial Analysis, Loans, Management, Portfolio Management, Small Business Lending, Strategic Planning
Education
Bradley University
BS, Finance
Dunlap High School
Wells Fargo Bank March 2011 - Present
Skills
Accounting, Banking, Cash Management, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Financial Analysis, Loans, Management, Portfolio Management, Small Business Lending, Strategic Planning
Education
Bradley University
BS, Finance
Dunlap High School
Ken Ries Ken Ries's Wells Fargo Bank Experience February 2012 - Present
Job Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank February 2012 - Present
ProNet Reno June 2011 - February 2012
Nevada State Bank September 2010 - June 2011
Nevada State Bank December 2008 - September 2010
Nevada State Bank March 2006 - December 2008
Norwest Bank 1994 - 1998
Skills
Analytics, Banking, Budgets, Business Development, Business Planning, CRM, Cash Management, Coaching, Commercial Banking, Consumer Lending, Credit, Cross Selling, Customer Satisfaction, Customer Service, Direct Sales, Due Diligence, Finance, Financial Analysis, Financial Services, Leadership, Loans, Management, Marketing, Relationship Management, Retail Banking, Retail, Risk Management, Sales, Sales Management, Spanish, Strategy, Team Building, Team Leadership, Training
Education
Brigham Young University
Business Administration/Spanish
University of Utah
Wells Fargo Bank February 2012 - Present
ProNet Reno June 2011 - February 2012
Nevada State Bank September 2010 - June 2011
Nevada State Bank December 2008 - September 2010
Nevada State Bank March 2006 - December 2008
Norwest Bank 1994 - 1998
Skills
Analytics, Banking, Budgets, Business Development, Business Planning, CRM, Cash Management, Coaching, Commercial Banking, Consumer Lending, Credit, Cross Selling, Customer Satisfaction, Customer Service, Direct Sales, Due Diligence, Finance, Financial Analysis, Financial Services, Leadership, Loans, Management, Marketing, Relationship Management, Retail Banking, Retail, Risk Management, Sales, Sales Management, Spanish, Strategy, Team Building, Team Leadership, Training
Education
Brigham Young University
Business Administration/Spanish
University of Utah
Spencer Barlow Spencer Barlow's Wells Fargo Bank Experience October 2003 - April 2005
Job Senior Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Edward Jones April 2013 - May 2014
FirstBank May 2005 - February 2013
Wells Fargo Bank October 2003 - April 2005
Skills
Banking, Organizational..., Consumer Lending, Mortgage Lending, Customer Service, Management, Operations, Conflict Management, Human Resources, Operations Management, Organizational..., Motivation, Financial Services, Finance, Portuguese, Spanish, Scheduling, Excel, Word, Clerical, Sports, Tennis, Basketball, Camping, Games, Strategic Planning, Credit Risk, Risk Management, Portfolio Management, Credit, Small Business Lending, Credit Analysis, Loans, Microsoft Excel, Microsoft Word, Underwriting, Leadership
Education
Brigham Young University 1999 — 2005
BS, Business Management and Finance
Graduate School of Banking Colorado 2010 — 2012
Community Banking
Golden High School 1995 — 1999
HS Diploma
Edward Jones June 2014 - Present
Edward Jones April 2013 - May 2014
FirstBank May 2005 - February 2013
Wells Fargo Bank October 2003 - April 2005
Skills
Banking, Organizational..., Consumer Lending, Mortgage Lending, Customer Service, Management, Operations, Conflict Management, Human Resources, Operations Management, Organizational..., Motivation, Financial Services, Finance, Portuguese, Spanish, Scheduling, Excel, Word, Clerical, Sports, Tennis, Basketball, Camping, Games, Strategic Planning, Credit Risk, Risk Management, Portfolio Management, Credit, Small Business Lending, Credit Analysis, Loans, Microsoft Excel, Microsoft Word, Underwriting, Leadership
Education
Brigham Young University 1999 — 2005
BS, Business Management and Finance
Graduate School of Banking Colorado 2010 — 2012
Community Banking
Golden High School 1995 — 1999
HS Diploma
Chris Schimmel, CFP®, CTFA™, CAP™ Chris Schimmel, CFP®, CTFA™, CAP™'s Wells Fargo Bank Experience August 1989 - December 1992
Job Legacy Consulting Partners Tools to Win | Premier Trust and Estate Training for Financial Advisors | 8184008962
Industry Financial Services
Experience
Legacy Consulting Partners - Financial Advisor Trust and Estate Training/Consulting March 2015 - Present
UBS Wealth Management January 2012 - March 2015
U. S. Trust October 2008 - December 2010
Merrill Lynch June 1999 - October 2008
The Private Bank - Bank of Boston December 1992 - June 1999
Wells Fargo Bank August 1989 - December 1992
Merrill Lynch June 1985 - August 1988
Skills
Wealth Management, Estate Planning, Philanthropic Planning, Philanthropy, Trust Services, High Net Worth..., Private Banking, Investment Advisory, Asset Allocation, Wealth Management..., Finance, Retirement Planning, Alternative Investments, Wealth, Investment Strategies, Financial Advisory, Mutual Funds, Securities, Investment Management, Asset Management, Strategic Financial..., Investments, Series 63, Retirement, Portfolio Management, Hedge Funds, Equities, Financial Planning, Financial Services
Education
Boston University 1979 — 1983
School of Management - B.S.B.A.
Pomfret School 1975 — 1979
Pomfret, CT
American Bankers Association - ICB
CTFA™, Certified Trust and Financial Advisor, Personal Trust
College for Financial Planning
CFP®, Certified Financial Planner, Financial Planning
The American College
CAP™, Chartered Advisor in Philanthropy, Philanthropic Planning
Legacy Consulting Partners - Financial Advisor Trust and Estate Training/Consulting March 2015 - Present
UBS Wealth Management January 2012 - March 2015
U. S. Trust October 2008 - December 2010
Merrill Lynch June 1999 - October 2008
The Private Bank - Bank of Boston December 1992 - June 1999
Wells Fargo Bank August 1989 - December 1992
Merrill Lynch June 1985 - August 1988
Skills
Wealth Management, Estate Planning, Philanthropic Planning, Philanthropy, Trust Services, High Net Worth..., Private Banking, Investment Advisory, Asset Allocation, Wealth Management..., Finance, Retirement Planning, Alternative Investments, Wealth, Investment Strategies, Financial Advisory, Mutual Funds, Securities, Investment Management, Asset Management, Strategic Financial..., Investments, Series 63, Retirement, Portfolio Management, Hedge Funds, Equities, Financial Planning, Financial Services
Education
Boston University 1979 — 1983
School of Management - B.S.B.A.
Pomfret School 1975 — 1979
Pomfret, CT
American Bankers Association - ICB
CTFA™, Certified Trust and Financial Advisor, Personal Trust
College for Financial Planning
CFP®, Certified Financial Planner, Financial Planning
The American College
CAP™, Chartered Advisor in Philanthropy, Philanthropic Planning
John Lebak John Lebak's Wells Fargo Bank Experience December 2004 - February 2008
Job VP, Business Process Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo February 2008 - Present
Wells Fargo Bank December 2004 - February 2008
Ameritest November 2002 - April 2004
Marsh 1999 - 2002
Skills
Process Improvement, Six Sigma, Business Process..., Process Engineering
Education
Iowa State University
Bachelor's Degree, Industrial Engineering
Bradley University
Manufacturing Engineering
St. Rita High School
Wells Fargo February 2008 - Present
Wells Fargo Bank December 2004 - February 2008
Ameritest November 2002 - April 2004
Marsh 1999 - 2002
Skills
Process Improvement, Six Sigma, Business Process..., Process Engineering
Education
Iowa State University
Bachelor's Degree, Industrial Engineering
Bradley University
Manufacturing Engineering
St. Rita High School
Diane Cote, LCSW's Wells Fargo Bank Experience November 2002 - December 2007
Job Mindfulness Based Psychotherapy, Infertility Counsuling & Reproductive Health
Industry Mental Health Care
Experience
www.dianecotelcsw.com January 2000 - Present
Nandi Yoga January 2015 - August 2015
Wells Fargo Bank November 2002 - December 2007
Meridian Leadership July 1998 - November 2002
AT&T September 1984 - July 1998
Skills
Psychotherapy, Conflict Resolution, Mental Health, Executive Coaching, Holistic Health, Post-partum, Leadership Development, Mindfulness, Leadership, Psychology, Behavioral Health, Counseling Psychology, Nonprofits, Coaching, Organizational..., Yoga
Education
Nandi Yoga 2015 — 2015
RYT-200
Boston University 1991 — 1993
MSW, Clinical Social Work
Keene State College 1979 — 1983
BS, Education
www.dianecotelcsw.com January 2000 - Present
Nandi Yoga January 2015 - August 2015
Wells Fargo Bank November 2002 - December 2007
Meridian Leadership July 1998 - November 2002
AT&T September 1984 - July 1998
Skills
Psychotherapy, Conflict Resolution, Mental Health, Executive Coaching, Holistic Health, Post-partum, Leadership Development, Mindfulness, Leadership, Psychology, Behavioral Health, Counseling Psychology, Nonprofits, Coaching, Organizational..., Yoga
Education
Nandi Yoga 2015 — 2015
RYT-200
Boston University 1991 — 1993
MSW, Clinical Social Work
Keene State College 1979 — 1983
BS, Education
Dan Warren Dan Warren's Wells Fargo Bank Experience June 2014 - Present
Job Commercial Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank June 2014 - Present
Wells Fargo Bank December 2010 - May 2014
Stearns Bank (formerly Copper Star Bank) April 2005 - December 2010
JPMorgan Chase June 2004 - April 2005
Bank One January 2000 - June 2004
Bank One September 1997 - January 2000
Skills
Treasury Management, Financial Analysis, Credit, Underwriting, Cash Management, Public Finance, Municipalities, Municipal Finance..., Communications, Client Presentations, RFP Preparation, Tax Exempt Financing, Commercial Banking, Relationship Management, C&I Lending, Commercial Lending, Small Business Lending, Credit Analysis, Portfolio Management, Credit Risk, Mortgage Lending, Lines Of Credit, Loan Origination, SBA, Commercial Mortgages, Treasury Services, Middle Market, Capital Markets, Corporate Finance, Bonds, Cash Flow, Banking Relationships, Loans, Consumer Lending, Financial Modeling, Mortgage Banking, Municipal Bonds, WordPress, Banking, Asset Based Lending, Investments, Financial Structuring, Fixed Income, Cash Flow Lending, Finance, Financial Risk, RFP, Cross Selling, Real Estate Economics, Retail Banking
Education
Boston University 2012 — 2014
Master's of Science, Banking and Financial Services Management, Graduated Cum Laude - 3.64 GPA
University of Phoenix 2002 — 2005
BS, Accounting
JP Morgan Chase Commercial Banking Education and Development 2002 — 2004
Commercial Credit Training, Commercial Lending
Wells Fargo Bank June 2014 - Present
Wells Fargo Bank December 2010 - May 2014
Stearns Bank (formerly Copper Star Bank) April 2005 - December 2010
JPMorgan Chase June 2004 - April 2005
Bank One January 2000 - June 2004
Bank One September 1997 - January 2000
Skills
Treasury Management, Financial Analysis, Credit, Underwriting, Cash Management, Public Finance, Municipalities, Municipal Finance..., Communications, Client Presentations, RFP Preparation, Tax Exempt Financing, Commercial Banking, Relationship Management, C&I Lending, Commercial Lending, Small Business Lending, Credit Analysis, Portfolio Management, Credit Risk, Mortgage Lending, Lines Of Credit, Loan Origination, SBA, Commercial Mortgages, Treasury Services, Middle Market, Capital Markets, Corporate Finance, Bonds, Cash Flow, Banking Relationships, Loans, Consumer Lending, Financial Modeling, Mortgage Banking, Municipal Bonds, WordPress, Banking, Asset Based Lending, Investments, Financial Structuring, Fixed Income, Cash Flow Lending, Finance, Financial Risk, RFP, Cross Selling, Real Estate Economics, Retail Banking
Education
Boston University 2012 — 2014
Master's of Science, Banking and Financial Services Management, Graduated Cum Laude - 3.64 GPA
University of Phoenix 2002 — 2005
BS, Accounting
JP Morgan Chase Commercial Banking Education and Development 2002 — 2004
Commercial Credit Training, Commercial Lending
Dave Seager Dave Seager's Wells Fargo Bank Experience December 2010 - October 2013
Job Team Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage October 2013 - Present
Wells Fargo Bank December 2010 - October 2013
TEKsystems April 2010 - December 2010
FIS November 2009 - April 2010
Key Bank February 2002 - May 2009
PlanSoft May 2000 - February 2002
Analysts International June 1998 - February 2000
Skills
SDLC, Business Analysis, PMP, PMO, Team Leadership, Team Building, Software Development, Process Improvement, Scrum, Agile Methodologies, Vendor Management, Java, ITIL
Education
Cleveland State University 1997 — 2001
BBA, Management & Labor Relations
Bowling Green State University 1989 — 1994
CIS
Wells Fargo Home Mortgage October 2013 - Present
Wells Fargo Bank December 2010 - October 2013
TEKsystems April 2010 - December 2010
FIS November 2009 - April 2010
Key Bank February 2002 - May 2009
PlanSoft May 2000 - February 2002
Analysts International June 1998 - February 2000
Skills
SDLC, Business Analysis, PMP, PMO, Team Leadership, Team Building, Software Development, Process Improvement, Scrum, Agile Methodologies, Vendor Management, Java, ITIL
Education
Cleveland State University 1997 — 2001
BBA, Management & Labor Relations
Bowling Green State University 1989 — 1994
CIS
Joyce Winters's Wells Fargo Bank Experience December 2003 - December 2013
Job Experienced intellectual property/technology transactional attorney
Industry Legal Services
Experience
Kohler Law Group June 2012 - Present
Wells Fargo Bank December 2003 - December 2013
Fair Isaac August 1997 - December 2002
Skills
Intellectual Property, Legal Writing, Commercial Litigation, Contract Negotiation, Licensing, Negotiation, Privacy Law, Business Analysis, Software Licensing, Corporate Law, Trademarks, Corporate Governance, Trade Secrets, Banking, Legal Research
Education
University of California, Hastings College of the Law 1990 — 1993
JD, Law
Boston University 1983 — 1987
BS, Journalism
Kohler Law Group June 2012 - Present
Wells Fargo Bank December 2003 - December 2013
Fair Isaac August 1997 - December 2002
Skills
Intellectual Property, Legal Writing, Commercial Litigation, Contract Negotiation, Licensing, Negotiation, Privacy Law, Business Analysis, Software Licensing, Corporate Law, Trademarks, Corporate Governance, Trade Secrets, Banking, Legal Research
Education
University of California, Hastings College of the Law 1990 — 1993
JD, Law
Boston University 1983 — 1987
BS, Journalism
Seth Moldoff Seth Moldoff's Wells Fargo Bank Experience September 1996 - Present
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank September 1996 - Present
AIDC Ltd. (Australian Industry Development Corp January 1993 - January 1996
Citibank January 1985 - January 1993
Continental Illinois National Bank and Trust January 1981 - January 1985
Skills
Portfolio Management, Investments, Equities, Mergers & Acquisitions, Credit, Restructuring, Commercial Lending, Loans, Due Diligence, Management, Finance, Underwriting, Training, Leveraged Finance, Financial Analysis, Financial Risk, Project Planning, Asset Based Lending
Education
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
MBA, Finance
Brandeis University 1975 — 1979
BA, Economics and Anthropology
Wells Fargo Bank September 1996 - Present
AIDC Ltd. (Australian Industry Development Corp January 1993 - January 1996
Citibank January 1985 - January 1993
Continental Illinois National Bank and Trust January 1981 - January 1985
Skills
Portfolio Management, Investments, Equities, Mergers & Acquisitions, Credit, Restructuring, Commercial Lending, Loans, Due Diligence, Management, Finance, Underwriting, Training, Leveraged Finance, Financial Analysis, Financial Risk, Project Planning, Asset Based Lending
Education
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
MBA, Finance
Brandeis University 1975 — 1979
BA, Economics and Anthropology
Shawn Bitter Shawn Bitter's Wells Fargo Bank Experience October 2006 - October 2008
Job Account Executive at Gabriel Insurance Agency
Industry Financial Services
Experience
Gabriel Insurance Agency August 2014 - Present
Bank of America May 2011 - July 2014
Unum December 2008 - March 2011
Wells Fargo Bank October 2006 - October 2008
Wells Fargo Home Mortgage January 2005 - October 2006
Wells Fargo Financial September 2002 - January 2005
Skills
Risk Management, Sales Management, Loan Servicing, Underwriting, Banking, Mortgage Lending, Credit, Insurance, Financial Analysis, Loans, Portfolio Management, Small Business, Credit Analysis, Real Estate, Management, Financial Risk, Relationship Management, Customer Service, Financial Services
Education
Brigham Young University 2000 — 2002
Bachelor's, Latin American Studies, Business Management
Brigham Young University - Idaho 1996 — 2000
A.A.S., Business Management
Gabriel Insurance Agency August 2014 - Present
Bank of America May 2011 - July 2014
Unum December 2008 - March 2011
Wells Fargo Bank October 2006 - October 2008
Wells Fargo Home Mortgage January 2005 - October 2006
Wells Fargo Financial September 2002 - January 2005
Skills
Risk Management, Sales Management, Loan Servicing, Underwriting, Banking, Mortgage Lending, Credit, Insurance, Financial Analysis, Loans, Portfolio Management, Small Business, Credit Analysis, Real Estate, Management, Financial Risk, Relationship Management, Customer Service, Financial Services
Education
Brigham Young University 2000 — 2002
Bachelor's, Latin American Studies, Business Management
Brigham Young University - Idaho 1996 — 2000
A.A.S., Business Management
Patrick Pinheiro Patrick Pinheiro's Wells Fargo Bank Experience June 2004 - November 2006
Job
Industry Banking
Experience
Federal Reserve Bank of Chicago August 2012 - Present
Zions Bancorporation January 2012 - August 2012
Zions Bancorporation June 2008 - January 2012
Deloitte & Touche January 2007 - June 2008
Wells Fargo Bank June 2004 - November 2006
Skills
Credit, SOX, Banking, Risk, Internal Audit, Loans, Analysis, Risk Management, Audit, Financial Reporting, Financial Accounting, Compliance, Auditing, Risk Mitigation, Corporate Finance, Accounting, SEC reporting, Excel, Financial Analysis, IT Audit, Financial Modeling, Internal Controls, Data Analysis, Due Diligence, Microsoft Excel, Strategy, Sarbanes-Oxley Act, Financial Risk, Management, Leadership, Business Intelligence, Investments, Portfolio Management, Business Process, Enterprise Risk..., Financial Services, Access, Mergers & Acquisitions, Risk Assessment, Valuation, Sarbanes-Oxley, Process Improvement, Operational Risk..., Business Process..., Business Analysis, Forecasting
Education
Kellogg Graduate School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
Brigham Young University - Marriott School of Management 2004 — 2006
BS, Finance
Brigham Young University
BA, Economics
SENAI Zerbini 1995 — 1997
Technichal, Telecommunications and Electronics
Federal Reserve Bank of Chicago August 2012 - Present
Zions Bancorporation January 2012 - August 2012
Zions Bancorporation June 2008 - January 2012
Deloitte & Touche January 2007 - June 2008
Wells Fargo Bank June 2004 - November 2006
Skills
Credit, SOX, Banking, Risk, Internal Audit, Loans, Analysis, Risk Management, Audit, Financial Reporting, Financial Accounting, Compliance, Auditing, Risk Mitigation, Corporate Finance, Accounting, SEC reporting, Excel, Financial Analysis, IT Audit, Financial Modeling, Internal Controls, Data Analysis, Due Diligence, Microsoft Excel, Strategy, Sarbanes-Oxley Act, Financial Risk, Management, Leadership, Business Intelligence, Investments, Portfolio Management, Business Process, Enterprise Risk..., Financial Services, Access, Mergers & Acquisitions, Risk Assessment, Valuation, Sarbanes-Oxley, Process Improvement, Operational Risk..., Business Process..., Business Analysis, Forecasting
Education
Kellogg Graduate School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
Brigham Young University - Marriott School of Management 2004 — 2006
BS, Finance
Brigham Young University
BA, Economics
SENAI Zerbini 1995 — 1997
Technichal, Telecommunications and Electronics
Anita De Leon, MBA's Wells Fargo Bank Experience 2002 - 2009
Job US Bank Branch Manager
Industry Financial Services
Experience
US Bank March 2014 - Present
SDIVCCS 2010 - Present
US Marine Corps January 1998 - October 2009
Wells Fargo Bank 2002 - 2009
Skills
Banking, Credit, Customer Service, Leadership, Loans, Retail Banking, Risk Management, Sales, Small Business Lending, Team Building
Education
Brandman University, Part of the Chapman University System 2012 — 2014
Master's Degree, Human Resources Management/Personnel Administration, General
Brandman University, Part of the Chapman University System 2010 — 2013
Master of Business Administration (M.B.A.), Master of Business Administration; Certificate in Human Resources
Chapman University, School of Law 2006 — 2010
Bachelor's Degree, Criminal Justice/Law Enforcement Administration
US Bank March 2014 - Present
SDIVCCS 2010 - Present
US Marine Corps January 1998 - October 2009
Wells Fargo Bank 2002 - 2009
Skills
Banking, Credit, Customer Service, Leadership, Loans, Retail Banking, Risk Management, Sales, Small Business Lending, Team Building
Education
Brandman University, Part of the Chapman University System 2012 — 2014
Master's Degree, Human Resources Management/Personnel Administration, General
Brandman University, Part of the Chapman University System 2010 — 2013
Master of Business Administration (M.B.A.), Master of Business Administration; Certificate in Human Resources
Chapman University, School of Law 2006 — 2010
Bachelor's Degree, Criminal Justice/Law Enforcement Administration
Bret Herrod Bret Herrod's Wells Fargo Bank Experience September 2003 - May 2010
Job Continuous Improvement Master Black Belt at Nordstrom
Industry Financial Services
Experience
Nordstrom February 2012 - Present
IQNavigator May 2010 - November 2010
Wells Fargo Bank September 2003 - May 2010
Level 3 Communications April 2003 - September 2003
Rhythms NetConnections August 2000 - September 2001
Novations February 1999 - July 2000
Education Resources, Inc. October 1990 - September 1993
Skills
Business Process..., Process Improvement, Six Sigma, Business Process, Business Analysis, Program Management, Operations Management, Strategic Planning, Business Strategy, Quality Assurance, Change Management, Process Management, Business Management, Statistics, Optimization, Process Engineering, Metrics, Continuous Improvement, Balanced Scorecard, Problem Solving, Mentoring, Performance Management, Operational Excellence, Kaizen, Customer Satisfaction, Coaching, Management Consulting, DMAIC, Lean Manufacturing, Root Cause Analysis, Business Intelligence, Customer Experience, Re-engineering, Requirements Analysis, Process Mapping, Process Excellence, Value Stream Mapping, Business Transformation, Lean Sigma, Process Development, Business Process..., Minitab, Data Analysis, Performance Improvement, FMEA, Organizational Design, Black Belt, Quality Management, Data Mining, Data Management
Education
Indiana State University 1997 — 1998
Doctorate Coursework
Brigham Young University 1993 — 1997
Masters of Science
Brigham Young University 1989 — 1993
Bachelor of Arts
Nordstrom February 2012 - Present
IQNavigator May 2010 - November 2010
Wells Fargo Bank September 2003 - May 2010
Level 3 Communications April 2003 - September 2003
Rhythms NetConnections August 2000 - September 2001
Novations February 1999 - July 2000
Education Resources, Inc. October 1990 - September 1993
Skills
Business Process..., Process Improvement, Six Sigma, Business Process, Business Analysis, Program Management, Operations Management, Strategic Planning, Business Strategy, Quality Assurance, Change Management, Process Management, Business Management, Statistics, Optimization, Process Engineering, Metrics, Continuous Improvement, Balanced Scorecard, Problem Solving, Mentoring, Performance Management, Operational Excellence, Kaizen, Customer Satisfaction, Coaching, Management Consulting, DMAIC, Lean Manufacturing, Root Cause Analysis, Business Intelligence, Customer Experience, Re-engineering, Requirements Analysis, Process Mapping, Process Excellence, Value Stream Mapping, Business Transformation, Lean Sigma, Process Development, Business Process..., Minitab, Data Analysis, Performance Improvement, FMEA, Organizational Design, Black Belt, Quality Management, Data Mining, Data Management
Education
Indiana State University 1997 — 1998
Doctorate Coursework
Brigham Young University 1993 — 1997
Masters of Science
Brigham Young University 1989 — 1993
Bachelor of Arts
Karreno Alexanyan Karreno Alexanyan's Wells Fargo Bank Experience October 2010 - March 2011
Job Business Relationship Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase March 2013 - Present
JPMorgan Chase November 2011 - March 2013
Karreno Media Group January 2010 - November 2011
Wells Fargo Bank October 2010 - March 2011
Wells Fargo Bank May 2008 - October 2010
People's Revolution 2007 - 2008
Wells Fargo Bank October 2004 - October 2006
Skills
Business Relationship..., New Account Specialist, Small Business Lending, Time Management, Team Management, Talent Management, Banking, Loans, Coaching, Retail Banking, Commercial Banking, Recruiting, Finance, Leadership, Business Development, Training, Management, Risk Management, Sales, Commercial Lending, Credit, Budgets, Relationship Management, Mortgage Lending, Analysis, Financial Services, Customer Service, Interviews, Marketing, CRM, Credit Cards, New Business Development, Strategic Planning, Cross Selling, Customer Retention, Customer Satisfaction, Cash Management, Human Resources
Education
Boston University 2015 — 2017
Master's Degree
University of California, Santa Barbara 2004 — 2007
B.A.
UCLA Extension
JPMorgan Chase March 2013 - Present
JPMorgan Chase November 2011 - March 2013
Karreno Media Group January 2010 - November 2011
Wells Fargo Bank October 2010 - March 2011
Wells Fargo Bank May 2008 - October 2010
People's Revolution 2007 - 2008
Wells Fargo Bank October 2004 - October 2006
Skills
Business Relationship..., New Account Specialist, Small Business Lending, Time Management, Team Management, Talent Management, Banking, Loans, Coaching, Retail Banking, Commercial Banking, Recruiting, Finance, Leadership, Business Development, Training, Management, Risk Management, Sales, Commercial Lending, Credit, Budgets, Relationship Management, Mortgage Lending, Analysis, Financial Services, Customer Service, Interviews, Marketing, CRM, Credit Cards, New Business Development, Strategic Planning, Cross Selling, Customer Retention, Customer Satisfaction, Cash Management, Human Resources
Education
Boston University 2015 — 2017
Master's Degree
University of California, Santa Barbara 2004 — 2007
B.A.
UCLA Extension
Alta Howard Alta Howard's Wells Fargo Bank Experience March 2010 - July 2013
Job Retail Credit and Small Business Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo Bank March 2010 - July 2013
Wells Fargo Financial July 2005 - March 2010
Skills
Sales, Finance, Sales Management, New Business Development, Mortgage Lending, Management, Networking, Financial Services, Leadership, Coaching, Credit, Consulting, Small Business Lending, Small Business, Underwriting, Workshop Facilitation, Strategic Planning
Education
Bowling Green State University 2001 — 2005
Bachelors of Business Administration, Finance and Marketing
Wells Fargo July 2013 - Present
Wells Fargo Bank March 2010 - July 2013
Wells Fargo Financial July 2005 - March 2010
Skills
Sales, Finance, Sales Management, New Business Development, Mortgage Lending, Management, Networking, Financial Services, Leadership, Coaching, Credit, Consulting, Small Business Lending, Small Business, Underwriting, Workshop Facilitation, Strategic Planning
Education
Bowling Green State University 2001 — 2005
Bachelors of Business Administration, Finance and Marketing
Maribel Zavala's Wells Fargo Bank Experience July 2007 - February 2008
Job Office and Administrative Support Services
Industry Import and Export
Experience
PositecUSA May 2015 - Present
UnitedHealth Group December 2014 - May 2015
Fluor Corporation January 2014 - September 2014
Cedna Engineering January 2013 - January 2014
T.E.I Staffing Inc September 2011 - July 2012
Texas Dow Employees Credit Union February 2008 - June 2010
Wells Fargo Bank July 2007 - February 2008
Skills
Loans, Office Operations, Administering, Organization, Highly detail oriented, Personalization, Banking, Foreign Operations, Account Servicing, Consumer Lending, Social Networking, Temporary Staffing, Administrative...
Education
Brazosport College 2011 — 2014
Associate of Arts (A.A.)
PositecUSA May 2015 - Present
UnitedHealth Group December 2014 - May 2015
Fluor Corporation January 2014 - September 2014
Cedna Engineering January 2013 - January 2014
T.E.I Staffing Inc September 2011 - July 2012
Texas Dow Employees Credit Union February 2008 - June 2010
Wells Fargo Bank July 2007 - February 2008
Skills
Loans, Office Operations, Administering, Organization, Highly detail oriented, Personalization, Banking, Foreign Operations, Account Servicing, Consumer Lending, Social Networking, Temporary Staffing, Administrative...
Education
Brazosport College 2011 — 2014
Associate of Arts (A.A.)
Benjamin Murray Benjamin Murray's Wells Fargo Bank Experience August 2008 - April 2014
Job Vice President / Affluent Segment Regional Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Wells Fargo Bank August 2008 - April 2014
Wachovia Wealth Management November 2006 - August 2008
Wells Fargo Bank March 2000 - October 2006
Skills
Series 66, Series 7, Commercial Lending, Sales Management, Private Banking, Mentoring, Banking, Investments, Wealth Management, Financial Planning, Credit, Loans, Cash Management, Credit Analysis, Mortgage, Compliance, Small Business Lending, Retail Banking, Consumer Lending, Mortgage Lending, Cross Selling, Customer Relations, Coaching, Commercial Banking, Leadership, Portfolio Management, Risk Management, Treasury Management, Business Development, Management, Mergers & Acquisitions, Relationship Management, Strategic Financial...
Education
University of California, Irvine 2002 — 2004
Graduate Certificate, Personal Financial Planning Graduate Certificate Program
Chapman University 1999 — 2002
BA, Organizational Leadership
Bowling Green State University 1996 — 1999
Wells Fargo April 2014 - Present
Wells Fargo Bank August 2008 - April 2014
Wachovia Wealth Management November 2006 - August 2008
Wells Fargo Bank March 2000 - October 2006
Skills
Series 66, Series 7, Commercial Lending, Sales Management, Private Banking, Mentoring, Banking, Investments, Wealth Management, Financial Planning, Credit, Loans, Cash Management, Credit Analysis, Mortgage, Compliance, Small Business Lending, Retail Banking, Consumer Lending, Mortgage Lending, Cross Selling, Customer Relations, Coaching, Commercial Banking, Leadership, Portfolio Management, Risk Management, Treasury Management, Business Development, Management, Mergers & Acquisitions, Relationship Management, Strategic Financial...
Education
University of California, Irvine 2002 — 2004
Graduate Certificate, Personal Financial Planning Graduate Certificate Program
Chapman University 1999 — 2002
BA, Organizational Leadership
Bowling Green State University 1996 — 1999
David Valenzuela David Valenzuela's Wells Fargo Bank Experience April 2009 - April 2010
Job BYU MBA Class '16| Operations and Finance Background
Industry Logistics and Supply Chain
Experience
Brigham Young University August 2014 - Present
Nissan Motor Corporation May 2015 - August 2015
Visa May 2011 - August 2014
Sir Walter Candy April 2010 - April 2011
Wells Fargo Bank April 2009 - April 2010
Brigham Young University August 2007 - April 2009
KPMG April 2007 - August 2007
Harrington Industrial Plastics April 2006 - August 2006
Skills
Financial Analysis, Finance, Leadership, Management, Microsoft Excel, Microsoft Office, Spanish, Forecasting, Project Management, Training, Financial Modeling, Accounting, Process Improvement, Financial Reporting, Marketing, Public Speaking, Business Analysis, Investments, Banking, Microsoft Word, Operations Management, Data Analysis, Strategic Planning, Strategy, PowerPoint, Team Leadership, Analysis, Tableau, Supply Chain Management, Purchasing, Logistics
Education
Brigham Young University 2014 — 2016
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
DevMountain 2013 — 2013
Web Development
Brigham Young University 2004 — 2009
Bachelor of Science, Finance
Brigham Young University August 2014 - Present
Nissan Motor Corporation May 2015 - August 2015
Visa May 2011 - August 2014
Sir Walter Candy April 2010 - April 2011
Wells Fargo Bank April 2009 - April 2010
Brigham Young University August 2007 - April 2009
KPMG April 2007 - August 2007
Harrington Industrial Plastics April 2006 - August 2006
Skills
Financial Analysis, Finance, Leadership, Management, Microsoft Excel, Microsoft Office, Spanish, Forecasting, Project Management, Training, Financial Modeling, Accounting, Process Improvement, Financial Reporting, Marketing, Public Speaking, Business Analysis, Investments, Banking, Microsoft Word, Operations Management, Data Analysis, Strategic Planning, Strategy, PowerPoint, Team Leadership, Analysis, Tableau, Supply Chain Management, Purchasing, Logistics
Education
Brigham Young University 2014 — 2016
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
DevMountain 2013 — 2013
Web Development
Brigham Young University 2004 — 2009
Bachelor of Science, Finance
Stephen Done Stephen Done's Wells Fargo Bank Experience August 2007 - October 2008
Job Software Engineer
Industry Information Technology and Services
Experience
Simplifile August 2015 - Present
Towers Watson's OneExchange May 2015 - August 2015
University of Phoenix November 2009 - May 2015
University of Phoenix October 2008 - November 2009
Wells Fargo Bank August 2007 - October 2008
Brigham Young University May 2005 - August 2006
Brigham Young University December 2004 - April 2006
Skills
JavaScript, AngularJS, CSS, D3.js, React, Git, SQL, R, Statistics, Java, Python
Education
Brigham Young University 2003 — 2006
Bachelor of Arts, Economics
UC Santa Barbara 2006 — 2007
Economics
DevMountain 2015 — 2015
Web Development, JavaScipt, AngularJS, HTML, CSS
O'Reilly School of Technology 2011 — 2012
Java Programming
Simplifile August 2015 - Present
Towers Watson's OneExchange May 2015 - August 2015
University of Phoenix November 2009 - May 2015
University of Phoenix October 2008 - November 2009
Wells Fargo Bank August 2007 - October 2008
Brigham Young University May 2005 - August 2006
Brigham Young University December 2004 - April 2006
Skills
JavaScript, AngularJS, CSS, D3.js, React, Git, SQL, R, Statistics, Java, Python
Education
Brigham Young University 2003 — 2006
Bachelor of Arts, Economics
UC Santa Barbara 2006 — 2007
Economics
DevMountain 2015 — 2015
Web Development, JavaScipt, AngularJS, HTML, CSS
O'Reilly School of Technology 2011 — 2012
Java Programming
Michelle Batts Kelly, MBA Michelle Batts Kelly, MBA's Wells Fargo Bank Experience March 2010 - November 2010
Job VP/ Head of Loan Administration at Georgia Primary Bank
Industry Banking
Experience
Georgia Primary Bank October 2013 - Present
Georgia Primary Bank February 2012 - October 2013
Wells Fargo November 2010 - March 2012
Wells Fargo Bank March 2010 - November 2010
Mountain Valley Community Bank June 2005 - October 2009
United Community Bank May 2002 - June 2005
Regions Bank May 2001 - April 2002
Regions Financial Corporation July 1997 - May 2001
Skills
Credit Analysis, Banking, Loans, Financial Analysis, Credit, Portfolio Management, Bookkeeping, Mortgage Lending, Underwriting, QuickBooks, Treasury Management, Commercial Lending, Consumer Lending, Small Business Lending, Analysis, Commercial Mortgages, Customer Service, Credit Risk, Time Management, Lines Of Credit, Financial Risk, Leadership, Loan Origination, Risk Management, Commercial Real Estate, Auditing, Mortgage Banking, Real Estate, Speical Assets, Commercial Banking, Internal Audit, Retail Banking, Accounting, Training, SBA Servicing, SBA Reporting 1502, Loan Compliance, Loan Operations, Management, Finance, Strategic Planning
Education
Brenau University 2001 — 2006
Master of Business Administration (M.B.A.), Accounting
Brenau University 1999 — 2001
BA, Dual Accounting/Management
Gainesville College 1995 — 1999
AA, Business
Georgia Southwestern State University 1989 — 1993
Accounting/Management
Americus High School 1985 — 1989
Diploma, College Prep/Vocational
Georgia Primary Bank October 2013 - Present
Georgia Primary Bank February 2012 - October 2013
Wells Fargo November 2010 - March 2012
Wells Fargo Bank March 2010 - November 2010
Mountain Valley Community Bank June 2005 - October 2009
United Community Bank May 2002 - June 2005
Regions Bank May 2001 - April 2002
Regions Financial Corporation July 1997 - May 2001
Skills
Credit Analysis, Banking, Loans, Financial Analysis, Credit, Portfolio Management, Bookkeeping, Mortgage Lending, Underwriting, QuickBooks, Treasury Management, Commercial Lending, Consumer Lending, Small Business Lending, Analysis, Commercial Mortgages, Customer Service, Credit Risk, Time Management, Lines Of Credit, Financial Risk, Leadership, Loan Origination, Risk Management, Commercial Real Estate, Auditing, Mortgage Banking, Real Estate, Speical Assets, Commercial Banking, Internal Audit, Retail Banking, Accounting, Training, SBA Servicing, SBA Reporting 1502, Loan Compliance, Loan Operations, Management, Finance, Strategic Planning
Education
Brenau University 2001 — 2006
Master of Business Administration (M.B.A.), Accounting
Brenau University 1999 — 2001
BA, Dual Accounting/Management
Gainesville College 1995 — 1999
AA, Business
Georgia Southwestern State University 1989 — 1993
Accounting/Management
Americus High School 1985 — 1989
Diploma, College Prep/Vocational
Liz Helm Liz Helm's Wells Fargo Bank Experience April 2008 - September 2008
Job Lead Generation Manager at Progrexion
Industry Marketing and Advertising
Experience
Progrexion July 2013 - Present
Neutron Interactive April 2012 - June 2013
Neutron Interactive May 2011 - June 2012
EnticeLabs September 2010 - June 2011
Neutron Interactive January 2010 - May 2011
Wells Fargo Bank April 2008 - September 2008
Skills
Management, Creative Direction, Agile Methodologies, Marketing Communications, Facebook, Analytics, Account Management, Interactive Marketing, Social Networking, Integrated Marketing, Press Releases, Public Relations, Media Planning, Display Advertising, Blogging, CRM, Customer Acquisition, WordPress, Conversion Optimization, Event Planning
Education
Brigham Young University 2007 — 2011
BA, Communications, Public Relations
Progrexion July 2013 - Present
Neutron Interactive April 2012 - June 2013
Neutron Interactive May 2011 - June 2012
EnticeLabs September 2010 - June 2011
Neutron Interactive January 2010 - May 2011
Wells Fargo Bank April 2008 - September 2008
Skills
Management, Creative Direction, Agile Methodologies, Marketing Communications, Facebook, Analytics, Account Management, Interactive Marketing, Social Networking, Integrated Marketing, Press Releases, Public Relations, Media Planning, Display Advertising, Blogging, CRM, Customer Acquisition, WordPress, Conversion Optimization, Event Planning
Education
Brigham Young University 2007 — 2011
BA, Communications, Public Relations
Janet Spears's Wells Fargo Bank Experience April 2007 - Present
Job Operations Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Bank April 2007 - Present
HSBC 2003 - 2007
Chicago Mercantile Exchange 2002 - 2003
ABN AMRO 1999 - 2001
Sears, Roebuck and Co. 1980 - 1997
Education
Bradley University 1976 — 1980
BA, International Studies/Business
high school 1973 — 1977
Carl Sandburg High School 1972 — 1977
Wells Fargo Bank April 2007 - Present
HSBC 2003 - 2007
Chicago Mercantile Exchange 2002 - 2003
ABN AMRO 1999 - 2001
Sears, Roebuck and Co. 1980 - 1997
Education
Bradley University 1976 — 1980
BA, International Studies/Business
high school 1973 — 1977
Carl Sandburg High School 1972 — 1977
Douglas Crow's Wells Fargo Bank Experience September 1988 - June 1989
Job at M&T Bank
Industry Banking
Experience
M&T Bank May 2010 - Present
M&T Bank June 2000 - May 2010
First US Community Credit Union October 1992 - August 1998
Wells Fargo Bank September 1988 - June 1989
Skills
Mortgage Banking, Risk Management, Financial Analysis, Consumer Lending, Mortgage Lending, Finance, Accounting, Operations Management, Loans, Investments, Banking, Financial Risk, Retail Banking, Analysis, Due Diligence, Portfolio Management, Credit
Education
University of Rochester - Simon Business School 1998 — 2000
MBA, Corporate Finance, Public Accounting
Brigham Young University 1989 — 1991
BS, Business, Finance
M&T Bank May 2010 - Present
M&T Bank June 2000 - May 2010
First US Community Credit Union October 1992 - August 1998
Wells Fargo Bank September 1988 - June 1989
Skills
Mortgage Banking, Risk Management, Financial Analysis, Consumer Lending, Mortgage Lending, Finance, Accounting, Operations Management, Loans, Investments, Banking, Financial Risk, Retail Banking, Analysis, Due Diligence, Portfolio Management, Credit
Education
University of Rochester - Simon Business School 1998 — 2000
MBA, Corporate Finance, Public Accounting
Brigham Young University 1989 — 1991
BS, Business, Finance
Tracie S. Leonard, MBA Tracie S. Leonard, MBA's Wells Fargo Bank Experience October 2005 - February 2012
Job Retail Lending Fulfillment Supervisor II, Banking Officer at BB&T
Industry Banking
Experience
BB&T March 2012 - Present
Wells Fargo Bank October 2005 - February 2012
Wells Fargo Financial October 2005 - June 2010
Unisyn Advertising September 2004 - April 2005
C2 Investment Group November 2003 - June 2004
Eastridge Technology, Inc December 2000 - July 2003
New Horizons Computer Learning Center June 1998 - December 2000
Skills
Lean Principles, Change Management, Process Development, Program Management, Project Management, Leadership Development, Cross-functional Team..., Strategy, Management, Customer Service, Process Simulation, Business Process, Sales, Training, Mergers & Acquisitions, Quality Assurance, CRM, Leadership, Banking, Risk Management, Team Building
Education
Wake Forest University 2003 — 2005
Master, Business Administration; Strategic Marketing and Entrepreneurship
Boston University 1994 — 1998
Bachelor of Arts, History
BB&T March 2012 - Present
Wells Fargo Bank October 2005 - February 2012
Wells Fargo Financial October 2005 - June 2010
Unisyn Advertising September 2004 - April 2005
C2 Investment Group November 2003 - June 2004
Eastridge Technology, Inc December 2000 - July 2003
New Horizons Computer Learning Center June 1998 - December 2000
Skills
Lean Principles, Change Management, Process Development, Program Management, Project Management, Leadership Development, Cross-functional Team..., Strategy, Management, Customer Service, Process Simulation, Business Process, Sales, Training, Mergers & Acquisitions, Quality Assurance, CRM, Leadership, Banking, Risk Management, Team Building
Education
Wake Forest University 2003 — 2005
Master, Business Administration; Strategic Marketing and Entrepreneurship
Boston University 1994 — 1998
Bachelor of Arts, History
Pat McCormick Pat McCormick's Wells Fargo Bank Experience July 1989 - August 2012
Job Credit Risk Executive at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank September 2012 - Present
Wells Fargo Bank July 1989 - August 2012
Skills
Credit, Risk Management, Banking, Portfolio Management, Commercial Banking, Loans, Underwriting, Relationship Management, Mergers & Acquisitions, Wealth Management, Operational Risk, New Business Development, Credit Analysis, Commercial Lending, Project Management, Credit Risk, Financial Risk, Financial Analysis, Small Business Lending, Leadership
Education
Bowling Green State University 1979 — 1982
BA, Accounting
Fifth Third Bank September 2012 - Present
Wells Fargo Bank July 1989 - August 2012
Skills
Credit, Risk Management, Banking, Portfolio Management, Commercial Banking, Loans, Underwriting, Relationship Management, Mergers & Acquisitions, Wealth Management, Operational Risk, New Business Development, Credit Analysis, Commercial Lending, Project Management, Credit Risk, Financial Risk, Financial Analysis, Small Business Lending, Leadership
Education
Bowling Green State University 1979 — 1982
BA, Accounting
Julian Stapleford Julian Stapleford's Wells Fargo Bank Experience June 2004 - January 2010
Job Director The Depository Trust & Clearing Corporation, Deputy General Counsel Omgeo LLC
Industry Financial Services
Experience
Wells Fargo Bank June 2004 - January 2010
Bingham LLP December 2002 - June 2004
White & Case LLP September 2000 - December 2002
Office of the Massachusetts Attorney General May 1998 - August 1998
Paul, Weiss, Rifkind, Wharton & Garrison LLP January 1993 - August 1997
Skills
Structured Finance, Capital Markets, Corporate Governance, Risk Management, Derivatives, Securitization, Legal Writing, Securities Regulation, Financial Risk, Bonds, Swaps, Program Management, ISDA, ABS, Financial Structuring, Negotiation, Legal Advice, Options, Securities, Intellectual Property, Due Diligence, Legal Research, Management, Joint Ventures, Licensing, Corporate Law
Education
Boston University School of Law 1997 — 2000
Juris Doctor
Bronx High School of Science
Carnegie Mellon University
Bachelors of Science
Wells Fargo Bank June 2004 - January 2010
Bingham LLP December 2002 - June 2004
White & Case LLP September 2000 - December 2002
Office of the Massachusetts Attorney General May 1998 - August 1998
Paul, Weiss, Rifkind, Wharton & Garrison LLP January 1993 - August 1997
Skills
Structured Finance, Capital Markets, Corporate Governance, Risk Management, Derivatives, Securitization, Legal Writing, Securities Regulation, Financial Risk, Bonds, Swaps, Program Management, ISDA, ABS, Financial Structuring, Negotiation, Legal Advice, Options, Securities, Intellectual Property, Due Diligence, Legal Research, Management, Joint Ventures, Licensing, Corporate Law
Education
Boston University School of Law 1997 — 2000
Juris Doctor
Bronx High School of Science
Carnegie Mellon University
Bachelors of Science
Steve Somers's Wells Fargo Bank Experience September 2000 - May 2002
Job Senior Commercial Mortgage Underwriter at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank - Wealth Management / Private Bank July 2014 - Present
Wells Fargo Bank - Business Banking Group June 2013 - July 2014
Wells Fargo Bank - Commercial Real Estate Group May 2002 - June 2013
Habitat East Apartments August 2001 - April 2003
Wells Fargo Bank September 2000 - May 2002
BYU-Idaho - Economics Department August 1999 - April 2000
Skills
Portfolio Management, Loans, Credit, Banking, Real Estate, Underwriting, Analysis, Risk, Financial Modeling, Business Development, Mergers & Acquisitions, Sales, Commercial Banking, Financial Risk, Valuation, Finance, Investments, Commercial Real Estate, Financial Services, Real Estate Economics, Management
Education
University of Utah 2012 — 2015
Master of Real Estate Development (MRED), 3.93 GPA to-date
Brigham Young University 2006 — 2008
Master of Business Administration (MBA), Emphasis in Finance & Accounting, 3.67 GPA
University of Utah 2000 — 2002
Bachelors, Finance
Brigham Young University - Idaho 1996 — 2000
Asociates, Business Administration and Management, General
Wells Fargo Bank - Wealth Management / Private Bank July 2014 - Present
Wells Fargo Bank - Business Banking Group June 2013 - July 2014
Wells Fargo Bank - Commercial Real Estate Group May 2002 - June 2013
Habitat East Apartments August 2001 - April 2003
Wells Fargo Bank September 2000 - May 2002
BYU-Idaho - Economics Department August 1999 - April 2000
Skills
Portfolio Management, Loans, Credit, Banking, Real Estate, Underwriting, Analysis, Risk, Financial Modeling, Business Development, Mergers & Acquisitions, Sales, Commercial Banking, Financial Risk, Valuation, Finance, Investments, Commercial Real Estate, Financial Services, Real Estate Economics, Management
Education
University of Utah 2012 — 2015
Master of Real Estate Development (MRED), 3.93 GPA to-date
Brigham Young University 2006 — 2008
Master of Business Administration (MBA), Emphasis in Finance & Accounting, 3.67 GPA
University of Utah 2000 — 2002
Bachelors, Finance
Brigham Young University - Idaho 1996 — 2000
Asociates, Business Administration and Management, General
David Runck's Wells Fargo Bank Experience 2004 - 2007
Job Attorney/Shareholder at Fafinski Mark & Johnson, P.A.
Industry Law Practice
Experience
Fafinski Mark & Johnson, P.A. August 2007 - Present
Wells Fargo Bank 2004 - 2007
Oppenheimer Wolff & Donnelly LLP 1998 - 2004
Hon. Nancy C. Dreher, U.S. Bankruptcy Court 1996 - 1998
Skills
Commercial Litigation, Litigation, Bankruptcy, Civil Litigation, Corporate Law, Creditors' Rights, Legal Writing, Corporate Governance, Legal Research
Education
Boston University School of Law 1993 — 1996
J.D.
Brandeis University 1989 — 1993
B.A.
Fafinski Mark & Johnson, P.A. August 2007 - Present
Wells Fargo Bank 2004 - 2007
Oppenheimer Wolff & Donnelly LLP 1998 - 2004
Hon. Nancy C. Dreher, U.S. Bankruptcy Court 1996 - 1998
Skills
Commercial Litigation, Litigation, Bankruptcy, Civil Litigation, Corporate Law, Creditors' Rights, Legal Writing, Corporate Governance, Legal Research
Education
Boston University School of Law 1993 — 1996
J.D.
Brandeis University 1989 — 1993
B.A.
Linda Geiger's Wells Fargo Bank Experience 1989 - 1995
Job Experienced Marketing Professional with Successful Track Record
Industry Marketing and Advertising
Experience
The Winthrop Group 2001 - Present
Macromedia 2005 - 2007
OfficeClick.com 1998 - 2000
Intuit 1995 - 1996
Wells Fargo Bank 1989 - 1995
Wells Fargo 1989 - 1994
E.F. Hutton 1983 - 1986
Skills
Strategy, Email Marketing, Analytics, E-commerce, Start-ups, Strategic Partnerships, Marketing Strategy, Product Marketing, Direct Marketing, Product Management, Market Research, Integrated Marketing, Marketing, Creative Direction, SaaS, Business, B2B, Demand Generation, Leadership, Management, Enterprise Software
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Bowdoin College 1978 — 1982
BA
The Winthrop Group 2001 - Present
Macromedia 2005 - 2007
OfficeClick.com 1998 - 2000
Intuit 1995 - 1996
Wells Fargo Bank 1989 - 1995
Wells Fargo 1989 - 1994
E.F. Hutton 1983 - 1986
Skills
Strategy, Email Marketing, Analytics, E-commerce, Start-ups, Strategic Partnerships, Marketing Strategy, Product Marketing, Direct Marketing, Product Management, Market Research, Integrated Marketing, Marketing, Creative Direction, SaaS, Business, B2B, Demand Generation, Leadership, Management, Enterprise Software
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Bowdoin College 1978 — 1982
BA
Yon Lee's Wells Fargo Bank Experience 2003 - Present
Job Senior Vice President, Product Management at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2003 - Present
Quantum Consulting (now Itron) 1997 - 2000
Fair Isaac 1996 - 1997
Cerner Corporation 1995 - 1996
Skills
Internet Banking, Cross-functional Team..., Business Development, Customer Acquisition, Strategy, Retail Banking, Strategic Partnerships, Business Intelligence, Analytics, Financial Services, Competitive Analysis, Financial Modeling, Financial Risk, Business Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management 2000 — 2002
MBA
The Hong Kong University of Science and Technology 2001 — 2001
International MBA Exchange Program
Boston University 1991 — 1995
BS
Boston Latin School
Wells Fargo Bank 2003 - Present
Quantum Consulting (now Itron) 1997 - 2000
Fair Isaac 1996 - 1997
Cerner Corporation 1995 - 1996
Skills
Internet Banking, Cross-functional Team..., Business Development, Customer Acquisition, Strategy, Retail Banking, Strategic Partnerships, Business Intelligence, Analytics, Financial Services, Competitive Analysis, Financial Modeling, Financial Risk, Business Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management 2000 — 2002
MBA
The Hong Kong University of Science and Technology 2001 — 2001
International MBA Exchange Program
Boston University 1991 — 1995
BS
Boston Latin School
Brystana Kaufman's Wells Fargo Bank Experience March 2005 - March 2009
Job
Industry Public Policy
Experience
University of North Carolina at Chapel Hill May 2014 - Present
Best Green Things (e-store) June 2011 - December 2013
First Citizens Bank September 2009 - October 2012
First Priority Pay April 2009 - September 2009
Wells Fargo Bank March 2005 - March 2009
State of Ohio 2004 - 2004
Skills
Training, Sales, Customer Service, Public Speaking, Community Outreach, Sales Management, Team Building, Coaching, Management, Analysis, Small Business, Nonprofits, Healthcare, Leadership, Strategic Planning, Research, Social Media, Healthcare Management, Microsoft Excel, Time Management
Education
University of North Carolina at Chapel Hill 2012 — 2015
Masters of Science, Public Health
Bowling Green State University 2001 — 2003
BA, Philosophy and Psychology
Hillsdale Highschool
University of North Carolina at Chapel Hill May 2014 - Present
Best Green Things (e-store) June 2011 - December 2013
First Citizens Bank September 2009 - October 2012
First Priority Pay April 2009 - September 2009
Wells Fargo Bank March 2005 - March 2009
State of Ohio 2004 - 2004
Skills
Training, Sales, Customer Service, Public Speaking, Community Outreach, Sales Management, Team Building, Coaching, Management, Analysis, Small Business, Nonprofits, Healthcare, Leadership, Strategic Planning, Research, Social Media, Healthcare Management, Microsoft Excel, Time Management
Education
University of North Carolina at Chapel Hill 2012 — 2015
Masters of Science, Public Health
Bowling Green State University 2001 — 2003
BA, Philosophy and Psychology
Hillsdale Highschool
Sharon Skilling's Wells Fargo Bank Experience 1998 - 2011
Job Vice President Marketing Compliance at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage January 2014 - Present
Wells Fargo Bank 1998 - 2011
Norwest Mortgage Wells Fargo Home Mortgage June 1996 - 1998
Norwest Wells Fargo Home Mortgage May 1993 - 1996
Skills
Financial Services, Risk Assessment, Marketing, Process Improvement, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Change Management, Credit, Finance
Education
Briar Cliff University 1986 — 1990
Bachelor of Arts (B.A.), Psychology
Wells Fargo Home Mortgage January 2014 - Present
Wells Fargo Bank 1998 - 2011
Norwest Mortgage Wells Fargo Home Mortgage June 1996 - 1998
Norwest Wells Fargo Home Mortgage May 1993 - 1996
Skills
Financial Services, Risk Assessment, Marketing, Process Improvement, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Change Management, Credit, Finance
Education
Briar Cliff University 1986 — 1990
Bachelor of Arts (B.A.), Psychology
Shahram Irajpour's Wells Fargo Bank Experience January 2008 - Present
Job Business Systems Consulting Manager
Industry Banking
Experience
Wells Fargo Bank January 2008 - Present
Allianz of America, Inc. September 2006 - January 2008
Toyota 2005 - 2006
Skills
Project Management, Financial Analysis, Project Portfolio..., Business Intelligence, Cross-functional Team..., Business Process, Finance, Credit Risk, Project Planning, Strategic Financial..., Forecasting, Business Analysis, Risk Management, Business Process..., Financial Modeling, Financial Planning
Education
Boston University 2000 — 2003
Master of Business Administration (MBA), Finance, General
North Carolina State University 1997 — 1999
Masters, Engineering
Wells Fargo Bank January 2008 - Present
Allianz of America, Inc. September 2006 - January 2008
Toyota 2005 - 2006
Skills
Project Management, Financial Analysis, Project Portfolio..., Business Intelligence, Cross-functional Team..., Business Process, Finance, Credit Risk, Project Planning, Strategic Financial..., Forecasting, Business Analysis, Risk Management, Business Process..., Financial Modeling, Financial Planning
Education
Boston University 2000 — 2003
Master of Business Administration (MBA), Finance, General
North Carolina State University 1997 — 1999
Masters, Engineering
Ann Heller's Wells Fargo Bank Experience August 1977 - July 1987
Job Retired financial executive and real estate sales person.
Industry Real Estate
Experience
TRI Coldwell Banker 1994 - 2013
Shaklee Coproration January 1989 - November 1992
Shaklee Corporation 1988 - 1991
Wells Fargo Bank August 1977 - July 1987
Education
Boston University Questrom School of Business 1975 — 1977
TRI Coldwell Banker 1994 - 2013
Shaklee Coproration January 1989 - November 1992
Shaklee Corporation 1988 - 1991
Wells Fargo Bank August 1977 - July 1987
Education
Boston University Questrom School of Business 1975 — 1977
Delaneo Miller's Wells Fargo Bank Experience March 2008 - June 2014
Job at Wells Fargo Bank
Industry Financial Services
Experience
Miller Trucking Co LLC June 2014 - Present
Wells Fargo Bank March 2008 - June 2014
Wachovia Securities Financial Network March 2008 - February 2011
Education
Bowie State University 2001 — 2006
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Hampton University 1990 — 1997
Bachelor of Business Administration (BBA), Management Information Systems, General
Central High school 1989 — 1991
Miller Trucking Co LLC June 2014 - Present
Wells Fargo Bank March 2008 - June 2014
Wachovia Securities Financial Network March 2008 - February 2011
Education
Bowie State University 2001 — 2006
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Hampton University 1990 — 1997
Bachelor of Business Administration (BBA), Management Information Systems, General
Central High school 1989 — 1991
Amy Turk's Wells Fargo Bank Experience July 2007 - June 2015
Job Financial Advisor for Families and Individuals
Industry Financial Services
Experience
Wells Fargo Bank July 2007 - June 2015
Wells Fargo's Private Bank November 2009 - November 2011
LaSalle Bank 1998 - 2007
LaSalle Bank / ABN AMRO 1998 - 2007
Skills
Asset Management, Portfolio Management, Wealth Management, Commercial Banking, Commercial Lending, Loans, Credit, Investments, Series 7, Banking, Asset Allocation, Credit Analysis, Financial Analysis, Investment Advisory, Private Banking, Financial Services, Mutual Funds
Education
Bradley University 1993 — 1997
Bachelor of Arts (BA), Marketing
Wells Fargo Bank July 2007 - June 2015
Wells Fargo's Private Bank November 2009 - November 2011
LaSalle Bank 1998 - 2007
LaSalle Bank / ABN AMRO 1998 - 2007
Skills
Asset Management, Portfolio Management, Wealth Management, Commercial Banking, Commercial Lending, Loans, Credit, Investments, Series 7, Banking, Asset Allocation, Credit Analysis, Financial Analysis, Investment Advisory, Private Banking, Financial Services, Mutual Funds
Education
Bradley University 1993 — 1997
Bachelor of Arts (BA), Marketing
Stewart Abramson's Wells Fargo Bank Experience 2000 - Present
Job Managing Counsel at Wells Fargo
Industry Law Practice
Experience
Wells Fargo 2000 - Present
Wells Fargo Bank 2000 - Present
Charter Financial Inc 1988 - 2000
Skills
Bankruptcy, Corporate Law, Mergers & Acquisitions, Corporate Governance, Litigation, Commercial Litigation, Due Diligence, Civil Litigation, Privacy Law, Legal Research, Dispute Resolution, Legal Writing, Intellectual Property, Joint Ventures, Securities
Education
Boston University School of Law 1975 — 1978
Juris Doctor, Law
Union College 1971 — 1975
Wells Fargo 2000 - Present
Wells Fargo Bank 2000 - Present
Charter Financial Inc 1988 - 2000
Skills
Bankruptcy, Corporate Law, Mergers & Acquisitions, Corporate Governance, Litigation, Commercial Litigation, Due Diligence, Civil Litigation, Privacy Law, Legal Research, Dispute Resolution, Legal Writing, Intellectual Property, Joint Ventures, Securities
Education
Boston University School of Law 1975 — 1978
Juris Doctor, Law
Union College 1971 — 1975
Dan Grondin's Wells Fargo Bank Experience December 2006 - Present
Job Senior VP Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank December 2006 - Present
Sovereign Bank 2003 - 2006
Fleet Bank (Shawmut Bank 1986-1995) August 1986 - April 2003
Skills
Investment Banking, Commercial Lending, FX Options, Middle Market, Equities, Leveraged Finance, Commercial Banking, Derivatives, Commodity, Underwriting, Syndications, Investment Management, Foreign Exchange, Finance, Mergers & Acquisitions, Banking, Portfolio Management, Credit, Credit Analysis
Education
Boston University Questrom School of Business 1990 — 1994
MBA, Finance
Brandeis University 1981 — 1985
B.S., Economics
Wells Fargo Bank December 2006 - Present
Sovereign Bank 2003 - 2006
Fleet Bank (Shawmut Bank 1986-1995) August 1986 - April 2003
Skills
Investment Banking, Commercial Lending, FX Options, Middle Market, Equities, Leveraged Finance, Commercial Banking, Derivatives, Commodity, Underwriting, Syndications, Investment Management, Foreign Exchange, Finance, Mergers & Acquisitions, Banking, Portfolio Management, Credit, Credit Analysis
Education
Boston University Questrom School of Business 1990 — 1994
MBA, Finance
Brandeis University 1981 — 1985
B.S., Economics
Margaret Kyle NMLSR ID 442594's Wells Fargo Bank Experience Private Mortgage BankerWells Fargo2007 - Present
Job Private Mortgage Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank Private Mortgage BankerWells Fargo2007 - Present
Education
Boston University
Wells Fargo Bank Private Mortgage BankerWells Fargo2007 - Present
Education
Boston University
Parry Gosling's Wells Fargo Bank Experience July 2010 - July 2014
Job Debt Capital Markets at BlackRock
Industry Real Estate
Experience
BlackRock August 2014 - Present
Wells Fargo Bank July 2010 - July 2014
Wachovia Securities, LLC October 2006 - October 2010
Wachovia Securities October 2006 - February 2009
Cushman & Wakefield June 2004 - October 2006
Bank of New York Mellon June 1987 - November 2003
Skills
Asset Management, Corporate Real Estate, Real Estate Economics, Real Estate, Disposition, Commercial Real Estate, Portfolio Management, Investments, Commercial Mortgages, Investment Properties, Due Diligence, Financial Modeling
Education
New York University 1989 — 1992
MS, Real Estate
Boston University Questrom School of Business 1985 — 1987
MBA, Financee
Bucknell University 1979 — 1983
Bachelor of Arts (BA), Economics
Deerfield Academy 1976 — 1979
BlackRock August 2014 - Present
Wells Fargo Bank July 2010 - July 2014
Wachovia Securities, LLC October 2006 - October 2010
Wachovia Securities October 2006 - February 2009
Cushman & Wakefield June 2004 - October 2006
Bank of New York Mellon June 1987 - November 2003
Skills
Asset Management, Corporate Real Estate, Real Estate Economics, Real Estate, Disposition, Commercial Real Estate, Portfolio Management, Investments, Commercial Mortgages, Investment Properties, Due Diligence, Financial Modeling
Education
New York University 1989 — 1992
MS, Real Estate
Boston University Questrom School of Business 1985 — 1987
MBA, Financee
Bucknell University 1979 — 1983
Bachelor of Arts (BA), Economics
Deerfield Academy 1976 — 1979
Jason Gause's Wells Fargo Bank Experience January 2006 - April 2008
Job Senior Manager Partnerships VitalSmarts | Creative Collaborator | Brainstorming Expert | Assisting your Success
Industry Management Consulting
Experience
VitalSmarts April 2008 - Present
Wells Fargo Bank January 2006 - April 2008
Doba July 2005 - January 2006
Ancestry.com August 2003 - July 2005
Feature Films for Families September 2002 - August 2003
LDS Church September 2000 - September 2002
Skills
Public Speaking, Training, Time Management, Investments, Coaching, Leadership Development, Team Building, Business Development, Team Leadership, Sales Management, Operations Management, Account Management, Strategic Planning, Customer Service, Leadership, Management, Marketing, Corporate Communications, New Business Development, Sales, Performance Management, Email Marketing, Strategy, Negotiation, Organizational..., Entrepreneurship, Management Consulting, Business Strategy
Education
Utah Valley University 2002 — 2008
Bachelors of Science in Business Management, General Business
Brigham Young University 2006 — 2008
Business Administration and Management, General
VitalSmarts April 2008 - Present
Wells Fargo Bank January 2006 - April 2008
Doba July 2005 - January 2006
Ancestry.com August 2003 - July 2005
Feature Films for Families September 2002 - August 2003
LDS Church September 2000 - September 2002
Skills
Public Speaking, Training, Time Management, Investments, Coaching, Leadership Development, Team Building, Business Development, Team Leadership, Sales Management, Operations Management, Account Management, Strategic Planning, Customer Service, Leadership, Management, Marketing, Corporate Communications, New Business Development, Sales, Performance Management, Email Marketing, Strategy, Negotiation, Organizational..., Entrepreneurship, Management Consulting, Business Strategy
Education
Utah Valley University 2002 — 2008
Bachelors of Science in Business Management, General Business
Brigham Young University 2006 — 2008
Business Administration and Management, General
Wilkins (Woody), Cathy's Wells Fargo Bank Experience July 1997 - March 2007
Job SVP at TCF Bank
Industry Banking
Experience
TCF Bank SVP Electronic BankingTCF Financial Corp.2007 - Present
Wells Fargo Bank July 1997 - March 2007
Wells Fargo 1997 - 2007
Skills
Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1991
MBA, Concentration in Finance
Southern Methodist University - Cox School of Business 1982 — 1986
TCF Bank SVP Electronic BankingTCF Financial Corp.2007 - Present
Wells Fargo Bank July 1997 - March 2007
Wells Fargo 1997 - 2007
Skills
Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1991
MBA, Concentration in Finance
Southern Methodist University - Cox School of Business 1982 — 1986
Luke Miracco's Wells Fargo Bank Experience May 2005 - Present
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank May 2005 - Present
Countrywide October 1998 - May 2005
Skills
Reporting & Analysis, Business Intelligence, Data Mining, Data Warehousing, OLAP, Banking, Financial Planning, Financial Modeling, Financial Analysis, P&L Management, Strategic Financial..., Risk Management, Finance, Loans, Mortgage Lending, Portfolio Management, Analytics, Financial Services, Analysis, Forecasting
Education
Fordham Gabelli School of Business 1992 — 1993
MBA, Finance
Fordham University 1985 — 1989
Boston University 1988 — 1988
London Internship Programme
Wells Fargo Bank May 2005 - Present
Countrywide October 1998 - May 2005
Skills
Reporting & Analysis, Business Intelligence, Data Mining, Data Warehousing, OLAP, Banking, Financial Planning, Financial Modeling, Financial Analysis, P&L Management, Strategic Financial..., Risk Management, Finance, Loans, Mortgage Lending, Portfolio Management, Analytics, Financial Services, Analysis, Forecasting
Education
Fordham Gabelli School of Business 1992 — 1993
MBA, Finance
Fordham University 1985 — 1989
Boston University 1988 — 1988
London Internship Programme
Larry Weissman's Wells Fargo Bank Experience January 2010 - December 2011
Job DJ and Music Production
Industry Music
Experience
PreSkool April 2014 - Present
Wells Fargo January 2011 - April 2014
Wells Fargo Bank January 2010 - December 2011
Wells Fargo Bank January 2009 - January 2010
Wells Fargo November 2003 - December 2009
Skills
Disaster Recovery, SDLC, Weblogic, Websphere, Solaris, Middleware, System Administration, Operations Management, IT Operations, IT Management, Windows Server, Network Administration, Linux, Red Hat Linux, Production Support, Release Management, Technical Documentation, Technical Writing, Technology Management, Information Technology, Virtualization
Education
Boston University 1967 — 1968
PreSkool April 2014 - Present
Wells Fargo January 2011 - April 2014
Wells Fargo Bank January 2010 - December 2011
Wells Fargo Bank January 2009 - January 2010
Wells Fargo November 2003 - December 2009
Skills
Disaster Recovery, SDLC, Weblogic, Websphere, Solaris, Middleware, System Administration, Operations Management, IT Operations, IT Management, Windows Server, Network Administration, Linux, Red Hat Linux, Production Support, Release Management, Technical Documentation, Technical Writing, Technology Management, Information Technology, Virtualization
Education
Boston University 1967 — 1968
Andrew Mirviss's Wells Fargo Bank Experience 2005 - 2007
Job Registered Dietitian (student)
Industry Health, Wellness and Fitness
Experience
Northwestern Memorial Hospital 2014 - Present
Illinois Institute of Art 2010 - 2014
MB Financial 2008 - 2010
North Shore Bank 2007 - 2008
Wells Fargo Bank 2005 - 2007
Skills
Student Affairs, Admissions, Credit, Customer Service, Public Speaking, Microsoft Word, Student Recruiting, Marketing, Microsoft Office, Outlook, Finance, Underwriting, Social Media, Public Relations, Loans, Leadership, Training, PowerPoint, Higher Education, Resume Writing, Commercial Banking, Microsoft Excel, Banking, Commercial Lending, Staff Development, Event Planning, Credit Analysis, Student Financial Aid, Time Management, Fundraising, Mortgage Lending, Financial Analysis, Nonprofits
Education
Dominican University
Dietetics/Dietitian
Harold Washington College 2014 — 2014
Bradley University 2000 — 2004
Bachelor's degree, Accounting
Northwestern Memorial Hospital 2014 - Present
Illinois Institute of Art 2010 - 2014
MB Financial 2008 - 2010
North Shore Bank 2007 - 2008
Wells Fargo Bank 2005 - 2007
Skills
Student Affairs, Admissions, Credit, Customer Service, Public Speaking, Microsoft Word, Student Recruiting, Marketing, Microsoft Office, Outlook, Finance, Underwriting, Social Media, Public Relations, Loans, Leadership, Training, PowerPoint, Higher Education, Resume Writing, Commercial Banking, Microsoft Excel, Banking, Commercial Lending, Staff Development, Event Planning, Credit Analysis, Student Financial Aid, Time Management, Fundraising, Mortgage Lending, Financial Analysis, Nonprofits
Education
Dominican University
Dietetics/Dietitian
Harold Washington College 2014 — 2014
Bradley University 2000 — 2004
Bachelor's degree, Accounting
Tina Shariffskul's Wells Fargo Bank Experience October 2006 - Present
Job Relationship Associate at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2006 - Present
Suchu Dance September 1993 - Present
Education
University of Houston, C.T. Bauer College of Business 2004 — 2005
Masters of Business Administration, Business
Boston University 1994 — 1997
Bachelors of Science in Business Administration, Business
Wells Fargo Bank October 2006 - Present
Suchu Dance September 1993 - Present
Education
University of Houston, C.T. Bauer College of Business 2004 — 2005
Masters of Business Administration, Business
Boston University 1994 — 1997
Bachelors of Science in Business Administration, Business
Brian Landes's Wells Fargo Bank Experience 1996 - 2002
Job Owner at Brian Landes
Industry Accounting
Experience
Brian Landes June 2014 - Present
McGuigan & McGuigan, CPAs 2006 - January 2014
wells fargo bank 1996 - 2002
Education
Boston University
BA, Fine Arts
University of San Francisco
MBA, Finance
Brian Landes June 2014 - Present
McGuigan & McGuigan, CPAs 2006 - January 2014
wells fargo bank 1996 - 2002
Education
Boston University
BA, Fine Arts
University of San Francisco
MBA, Finance
Travis Haltli's Wells Fargo Bank Experience December 2004 - Present
Job Business Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank December 2004 - Present
Wells Fargo Bank March 2003 - November 2004
Education
Briar Cliff University 2002 — 2004
Bachelor, Bus. Admin w/ Finance
Wells Fargo Bank December 2004 - Present
Wells Fargo Bank March 2003 - November 2004
Education
Briar Cliff University 2002 — 2004
Bachelor, Bus. Admin w/ Finance
Theodore Schroeder's Wells Fargo Bank Experience July 1983 - Present
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo 2005 - Present
Wells Fargo Bank July 1983 - Present
Federal Asset Disposition Association June 1986 - July 1988
Education
Bowling Green State University
BA, Philosophy
Bowling Green State University
MA, Philosphy
California State University-Sacramento
MBA
Wells Fargo 2005 - Present
Wells Fargo Bank July 1983 - Present
Federal Asset Disposition Association June 1986 - July 1988
Education
Bowling Green State University
BA, Philosophy
Bowling Green State University
MA, Philosphy
California State University-Sacramento
MBA
Lori Ross-Avedikian's Wells Fargo Bank Experience September 2009 - Present
Job Senior Vice President, Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Bank September 2009 - Present
Wells Fargo Bank 2008 - 2009
Wells Fargo 2001 - 2008
Royal Bank of Canada 1996 - 2001
Skills
Business Development, Financial Services, Business Strategy, Coaching, Strategic Planning, Business Analysis, Corporate Finance, Risk Management, Finance, Credit, Commercial Banking, Investments, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
Boston University - School of Management 1987 — 1991
Bachelor of Science (BS), Marketing
Wells Fargo Bank September 2009 - Present
Wells Fargo Bank 2008 - 2009
Wells Fargo 2001 - 2008
Royal Bank of Canada 1996 - 2001
Skills
Business Development, Financial Services, Business Strategy, Coaching, Strategic Planning, Business Analysis, Corporate Finance, Risk Management, Finance, Credit, Commercial Banking, Investments, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
Boston University - School of Management 1987 — 1991
Bachelor of Science (BS), Marketing
Ben Chepkoit's Wells Fargo Bank Experience March 2008 - July 2008
Job Financial Analyst at Capitol CREAG, LLC
Industry Management Consulting
Experience
Capitol CREAG, LLC August 2008 - Present
Wells Fargo Bank March 2008 - July 2008
Optima Group March 2007 - February 2008
Kenyaweb.Com Corp. April 2002 - February 2007
Verizon Communications Corp. June 1999 - May 2001
Education
Bowie State University 1991 — 1993
Msc, Management Information Systems
Southeastern University 1987 — 1989
Bsc, Accounting & Financial Management
Capitol CREAG, LLC August 2008 - Present
Wells Fargo Bank March 2008 - July 2008
Optima Group March 2007 - February 2008
Kenyaweb.Com Corp. April 2002 - February 2007
Verizon Communications Corp. June 1999 - May 2001
Education
Bowie State University 1991 — 1993
Msc, Management Information Systems
Southeastern University 1987 — 1989
Bsc, Accounting & Financial Management
Jon Rebman's Wells Fargo Bank Experience 2011 - Present
Job Business Systems Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Bank 2011 - Present
Wachovia Bank April 2008 - February 2009
Wells Fargo March 1987 - February 2009
Wells Fargo 2008 - 2009
Wachovia Bank 2003 - 2008
Wachovia Bank 2000 - 2003
Wachovia Bank 1998 - 1999
Skills
Business Requirements, Requirements Analysis, Testing, Visio, Systems Analysis
Education
Bowling Green State University 1980 — 1982
BSBA, MIS
Lorain County Community College 1978 — 1980
Associate Arts, Business Administration
Wells Fargo Bank 2011 - Present
Wachovia Bank April 2008 - February 2009
Wells Fargo March 1987 - February 2009
Wells Fargo 2008 - 2009
Wachovia Bank 2003 - 2008
Wachovia Bank 2000 - 2003
Wachovia Bank 1998 - 1999
Skills
Business Requirements, Requirements Analysis, Testing, Visio, Systems Analysis
Education
Bowling Green State University 1980 — 1982
BSBA, MIS
Lorain County Community College 1978 — 1980
Associate Arts, Business Administration
Patricia McCarthy's Wells Fargo Bank Experience April 2010 - Present
Job Executive Assistant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank April 2010 - Present
Blue Hill Troupe 1997 - Present
Cushman & Wakefield August 2007 - April 2010
Fortune Magazine January 1996 - March 2007
American Hawaii Cruises July 1989 - January 1994
Skills
Event Management, Event Planning, Public Speaking, Microsoft Office, Non-profits, Expense Management, Real Estate, Public Relations, Budgets, PowerPoint, Microsoft Excel, Strategic Planning, Time Management, Outlook, Nonprofits, Cruises, Management
Education
Boston University
Boston University - School of Fine Arts
BFA, Theatre
Wells Fargo Bank April 2010 - Present
Blue Hill Troupe 1997 - Present
Cushman & Wakefield August 2007 - April 2010
Fortune Magazine January 1996 - March 2007
American Hawaii Cruises July 1989 - January 1994
Skills
Event Management, Event Planning, Public Speaking, Microsoft Office, Non-profits, Expense Management, Real Estate, Public Relations, Budgets, PowerPoint, Microsoft Excel, Strategic Planning, Time Management, Outlook, Nonprofits, Cruises, Management
Education
Boston University
Boston University - School of Fine Arts
BFA, Theatre
Robert Ashpole's Wells Fargo Bank Experience December 2004 - September 2008
Job Branch Manager at Bank of America
Industry Financial Services
Experience
Bank of America November 2012 - Present
JP Morgan Chase May 2010 - November 2012
Ameriprise Financial September 2008 - January 2011
Wells Fargo Bank December 2004 - September 2008
Skills
Branch Banking, Finance, Retail Banking, Credit, Commercial Lending, Investments, Loans, Financial Services, Banking, Sales Management, Relationship Management, Consumer Lending, Mortgage Lending, Wealth Management, Insurance
Education
Boston University 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
BS, MIS, Business Admin
Bank of America November 2012 - Present
JP Morgan Chase May 2010 - November 2012
Ameriprise Financial September 2008 - January 2011
Wells Fargo Bank December 2004 - September 2008
Skills
Branch Banking, Finance, Retail Banking, Credit, Commercial Lending, Investments, Loans, Financial Services, Banking, Sales Management, Relationship Management, Consumer Lending, Mortgage Lending, Wealth Management, Insurance
Education
Boston University 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
BS, MIS, Business Admin
Carol Hampy's Wells Fargo Bank Experience January 2013 - Present
Job Senior Vice President, Regional Sales Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2013 - Present
Wells Fargo Bank March 2004 - January 2013
Wachovia Bank March 1996 - March 2004
PNC Bank October 1988 - February 1996
Skills
Banking, Treasury Services, Cash Management, Treasury Management, Commercial Banking, ACH, Payments, Electronic Payments, Relationship Management, Risk Management, Loans, Financial Services, Treasury, Cross Selling, Commercial Lending, Credit, Retail Banking, Consumer Lending, Credit Risk, Portfolio Management, Deposits, Credit Analysis, Merchant Services, Internet Banking, Small Business Lending, Credit Cards, Financial Risk, Loan Origination
Education
Bowling Green State University
Wells Fargo Bank January 2013 - Present
Wells Fargo Bank March 2004 - January 2013
Wachovia Bank March 1996 - March 2004
PNC Bank October 1988 - February 1996
Skills
Banking, Treasury Services, Cash Management, Treasury Management, Commercial Banking, ACH, Payments, Electronic Payments, Relationship Management, Risk Management, Loans, Financial Services, Treasury, Cross Selling, Commercial Lending, Credit, Retail Banking, Consumer Lending, Credit Risk, Portfolio Management, Deposits, Credit Analysis, Merchant Services, Internet Banking, Small Business Lending, Credit Cards, Financial Risk, Loan Origination
Education
Bowling Green State University
Barbara Cole's Wells Fargo Bank Experience January 2000 - Present
Job Sr. Fiduciary Specialist
Industry Investment Management
Experience
Wells Fargo Bank January 2000 - Present
U.S. Bank June 1996 - January 2000
Skills
Investments, Wealth Management..., Trusts, Trust Management, Retirement Planning, Philanthropy, Wealth Management, Banking, Estate Tax Planning, Fiduciary, Portfolio Management, Real Estate, Financial Advisory, Retirement, Estate Planning, Due Diligence, Credit, Series 7, Financial Services, Wealth, Securities, Public Speaking, Risk Management, Asset Management, Series 63, Strategic Financial..., Strategic Planning, Asset Allocation, Asset Managment, High Net Worth..., Estate Administration, Private Banking, Mutual Funds, Fundraising, Investment Management, Equities, Alternative Investments, Investment Advisory, Mergers & Acquisitions, Private Equity, Financial Analysis, Investment Strategies, Trust Services, Nonprofits, Financial Planning
Education
Boston University School of Law 1994 — 1995
LLM Taxation, Trusts and Estates
University of New Hampshire - Franklin Pierce Law Center 1991 — 1994
JD, Law
Carnegie Mellon University 1982 — 1987
Bachelor of Architecture, Architecture
Wells Fargo Bank January 2000 - Present
U.S. Bank June 1996 - January 2000
Skills
Investments, Wealth Management..., Trusts, Trust Management, Retirement Planning, Philanthropy, Wealth Management, Banking, Estate Tax Planning, Fiduciary, Portfolio Management, Real Estate, Financial Advisory, Retirement, Estate Planning, Due Diligence, Credit, Series 7, Financial Services, Wealth, Securities, Public Speaking, Risk Management, Asset Management, Series 63, Strategic Financial..., Strategic Planning, Asset Allocation, Asset Managment, High Net Worth..., Estate Administration, Private Banking, Mutual Funds, Fundraising, Investment Management, Equities, Alternative Investments, Investment Advisory, Mergers & Acquisitions, Private Equity, Financial Analysis, Investment Strategies, Trust Services, Nonprofits, Financial Planning
Education
Boston University School of Law 1994 — 1995
LLM Taxation, Trusts and Estates
University of New Hampshire - Franklin Pierce Law Center 1991 — 1994
JD, Law
Carnegie Mellon University 1982 — 1987
Bachelor of Architecture, Architecture
Annette Treutlein's Wells Fargo Bank Experience August 2010 - March 2013
Job Technology Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2013 - Present
Wells Fargo August 2010 - March 2013
Wells Fargo Bank August 2010 - March 2013
Wachovia Bank June 2006 - March 2013
Wachovia July 1994 - February 2013
Wachovia Bank 1993 - 1999
Chemical Bank January 1987 - October 1996
Chemical Bank June 1987 - October 1994
Skills
Business Analysis, Credit Cards, Teradata, Analysis, Banking, Data Warehousing, Databases, Credit, Loans, SDLC, Leadership, IT Management, Business Requirements, Management, Vendor Management
Education
New York Institute of Technology 1987 — 1989
BA, Business/Accounting
Briarcliffe College 1984 — 1986
AS, Business
Gaston Community College
Wells Fargo March 2013 - Present
Wells Fargo August 2010 - March 2013
Wells Fargo Bank August 2010 - March 2013
Wachovia Bank June 2006 - March 2013
Wachovia July 1994 - February 2013
Wachovia Bank 1993 - 1999
Chemical Bank January 1987 - October 1996
Chemical Bank June 1987 - October 1994
Skills
Business Analysis, Credit Cards, Teradata, Analysis, Banking, Data Warehousing, Databases, Credit, Loans, SDLC, Leadership, IT Management, Business Requirements, Management, Vendor Management
Education
New York Institute of Technology 1987 — 1989
BA, Business/Accounting
Briarcliffe College 1984 — 1986
AS, Business
Gaston Community College
Bryan Dickson's Wells Fargo Bank Experience 1997 - Present
Job VP, Compliance and Operational Risk
Industry Banking
Experience
Wells Fargo Bank 1997 - Present
Education
Bowling Green State University
B.S.B.A., Finance
Wells Fargo Bank 1997 - Present
Education
Bowling Green State University
B.S.B.A., Finance
Michelle Perrine's Wells Fargo Bank Experience March 2009 - September 2011
Job Voice Teacher/Singer
Industry Music
Experience
Mary Kay Inc. January 2015 - Present
Michelle Perrine Voice Studio September 1998 - Present
Wells Fargo February 2011 - September 2011
Wells Fargo Bank March 2009 - September 2011
Lane Bryant December 2006 - January 2010
Bon-Ton/Elder-Beerman July 2005 - December 2006
Elder-Beerman Stores March 2003 - July 2005
Kohl's Department Stores August 2001 - March 2003
Elder-Beerman Stores September 1999 - August 2001
Skills
Customer Service, Public Speaking, PowerPoint, Budgets, Microsoft Office, Coaching, Singing, Music, Event Planning, Sales, Merchandising, Vocal Instruction, Negotiation, Volunteer Management, Music Theory, Strategic Planning, Team Building, Teaching, Fundraising, Management
Education
Boston University 2009 — 2012
Master of Music Education, Music
University of Toledo 1995 — 2004
Bachelor of Music, Vocal Performance
Mary Kay Inc. January 2015 - Present
Michelle Perrine Voice Studio September 1998 - Present
Wells Fargo February 2011 - September 2011
Wells Fargo Bank March 2009 - September 2011
Lane Bryant December 2006 - January 2010
Bon-Ton/Elder-Beerman July 2005 - December 2006
Elder-Beerman Stores March 2003 - July 2005
Kohl's Department Stores August 2001 - March 2003
Elder-Beerman Stores September 1999 - August 2001
Skills
Customer Service, Public Speaking, PowerPoint, Budgets, Microsoft Office, Coaching, Singing, Music, Event Planning, Sales, Merchandising, Vocal Instruction, Negotiation, Volunteer Management, Music Theory, Strategic Planning, Team Building, Teaching, Fundraising, Management
Education
Boston University 2009 — 2012
Master of Music Education, Music
University of Toledo 1995 — 2004
Bachelor of Music, Vocal Performance
Fred Turner's Wells Fargo Bank Experience September 2010 - March 2012
Job Information System Security Officer at United States Merchant Marine Academy
Industry Information Technology and Services
Experience
Air Force Headquarters Security Forces Center September 2013 - April 2014
United States Merchant Marine Academy March 2012 - October 2013
Wells Fargo Bank September 2010 - March 2012
Joint IED Defeat Organization July 2007 - November 2009
Skills
IT Audit, Application Security, Information Security..., Information Security, CISSP, Disaster Recovery, Business Continuity, ISO 27001, Penetration Testing, Security Management
Education
Boston University 2005 — 2007
MSIS, Information Security Management
Hawaii Pacific University 1997 — 2000
Bachelor's of Science, Computer Science
Air Force Headquarters Security Forces Center September 2013 - April 2014
United States Merchant Marine Academy March 2012 - October 2013
Wells Fargo Bank September 2010 - March 2012
Joint IED Defeat Organization July 2007 - November 2009
Skills
IT Audit, Application Security, Information Security..., Information Security, CISSP, Disaster Recovery, Business Continuity, ISO 27001, Penetration Testing, Security Management
Education
Boston University 2005 — 2007
MSIS, Information Security Management
Hawaii Pacific University 1997 — 2000
Bachelor's of Science, Computer Science
Royden Tonomura's Wells Fargo Bank Experience October 1999 - January 2000
Job Technical Writer at CashEdge
Industry Writing and Editing
Experience
CashEdge September 2012 - Present
Nanometrics November 2011 - July 2012
Olympus-ITA February 2009 - May 2011
Asyst Technologies March 2007 - January 2009
New Wave Research September 2005 - March 2007
Stellartech Research February 2005 - September 2005
Asyst Technologies June 2000 - December 2004
Wells Fargo Bank October 1999 - January 2000
Skills
FrameMaker, Technical Writing, PowerPoint, Technical Communication, Visio, SnagIt, Manuals, Software Documentation, Training, Adobe Acrobat, Microsoft Excel, Microsoft Word, Semiconductor Industry, Release Notes, Technical Documentation, MadCap Flare, Financial Services, Documentation, RoboHelp, Outlook, XML, Technical Manuals, User Guide Creation, Windows, Microsoft Publisher, Customer Surveys, Product Descriptions
Education
Boston University
B. A., English
De Anza College
Technical Communications
CashEdge September 2012 - Present
Nanometrics November 2011 - July 2012
Olympus-ITA February 2009 - May 2011
Asyst Technologies March 2007 - January 2009
New Wave Research September 2005 - March 2007
Stellartech Research February 2005 - September 2005
Asyst Technologies June 2000 - December 2004
Wells Fargo Bank October 1999 - January 2000
Skills
FrameMaker, Technical Writing, PowerPoint, Technical Communication, Visio, SnagIt, Manuals, Software Documentation, Training, Adobe Acrobat, Microsoft Excel, Microsoft Word, Semiconductor Industry, Release Notes, Technical Documentation, MadCap Flare, Financial Services, Documentation, RoboHelp, Outlook, XML, Technical Manuals, User Guide Creation, Windows, Microsoft Publisher, Customer Surveys, Product Descriptions
Education
Boston University
B. A., English
De Anza College
Technical Communications
Sandra Tavegia's Wells Fargo Bank Experience February 2001 - November 2003
Job Assistant Professor, Applied and Information Technology
Industry Information Technology and Services
Experience
The Community College of Baltimore County August 2006 - Present
Wells Fargo Bank February 2001 - November 2003
Ames Taping Tools 1995 - 1996
Skills
Research, E-Learning, Curriculum Development, Programming, Teaching, Oracle, Instructional Design, Adult Education, Distance Learning, Linux, Higher Education, Technical Writing, Microsoft Excel
Education
Boston University 2005 — 2007
Master of Science, Computer Information Systems. Concentrations: 1)Security 2)Database & Knowledge Management
Indiana University of Pennsylvania 1989 — 1994
B.A.
Perry Hall High School
The Community College of Baltimore County August 2006 - Present
Wells Fargo Bank February 2001 - November 2003
Ames Taping Tools 1995 - 1996
Skills
Research, E-Learning, Curriculum Development, Programming, Teaching, Oracle, Instructional Design, Adult Education, Distance Learning, Linux, Higher Education, Technical Writing, Microsoft Excel
Education
Boston University 2005 — 2007
Master of Science, Computer Information Systems. Concentrations: 1)Security 2)Database & Knowledge Management
Indiana University of Pennsylvania 1989 — 1994
B.A.
Perry Hall High School
Julia Males's Wells Fargo Bank Experience December 2009 - September 2012
Job Director Senior Counsel at CIT Group, Inc.
Industry Legal Services
Experience
CITGroup, Inc. September 2012 - Present
Wells Fargo Bank December 2009 - September 2012
Wells Fargo Bank August 2005 - July 2009
Bombardier Capital Inc. February 1996 - June 2003
Lord Day and Lord, Barrett Smith October 1987 - October 1994
Skills
Negotiation, Corporate Law, Banking, Structured Finance, Commercial Lending, Contract Negotiation, Corporate Governance, Legal Writing, Due Diligence
Education
New England Law Boston 1984 — 1987
JD, Law
Boston University 1977 — 1979
B.S, Nursing
CITGroup, Inc. September 2012 - Present
Wells Fargo Bank December 2009 - September 2012
Wells Fargo Bank August 2005 - July 2009
Bombardier Capital Inc. February 1996 - June 2003
Lord Day and Lord, Barrett Smith October 1987 - October 1994
Skills
Negotiation, Corporate Law, Banking, Structured Finance, Commercial Lending, Contract Negotiation, Corporate Governance, Legal Writing, Due Diligence
Education
New England Law Boston 1984 — 1987
JD, Law
Boston University 1977 — 1979
B.S, Nursing
Spencer Ho's Wells Fargo Bank Experience July 2005 - August 2005
Job Assistant Vice President, Capital Markets at Sky Holding Company, LLC
Industry Aviation & Aerospace
Experience
Sky Holding Company, LLC October 2013 - Present
Sky Holding Company, LLC December 2011 - September 2013
Dow Jones August 2011 - November 2011
Dow Jones April 2010 - August 2011
The Boston Consulting Group June 2008 - August 2008
The Boston Consulting Group May 2007 - July 2007
The Boston Consulting Group June 2006 - July 2006
Wells Fargo Bank July 2005 - August 2005
Wells Fargo Bank July 2004 - August 2004
Mayor's Office July 2003 - August 2003
Education
Bowdoin College 2005 — 2009
BA, Economics, Mathematics
Capital University of Economics and Business 2008 — 2008
Chinese Language
Sky Holding Company, LLC October 2013 - Present
Sky Holding Company, LLC December 2011 - September 2013
Dow Jones August 2011 - November 2011
Dow Jones April 2010 - August 2011
The Boston Consulting Group June 2008 - August 2008
The Boston Consulting Group May 2007 - July 2007
The Boston Consulting Group June 2006 - July 2006
Wells Fargo Bank July 2005 - August 2005
Wells Fargo Bank July 2004 - August 2004
Mayor's Office July 2003 - August 2003
Education
Bowdoin College 2005 — 2009
BA, Economics, Mathematics
Capital University of Economics and Business 2008 — 2008
Chinese Language
MaryBeth Bakies's Wells Fargo Bank Experience June 2007 - Present
Job Personal Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank June 2007 - Present
Wells Fargo Financial May 2007 - February 2009
Aeropostale May 2004 - June 2007
Aeropostale July 2006 - November 2006
Aeropostale May 2004 - June 2006
Eddie Bauer August 2001 - May 2004
Education
Bowling Green State University 1999 — 2003
Bachelor of Science degree, Apparel Merchandising and Product Development
Wells Fargo Bank June 2007 - Present
Wells Fargo Financial May 2007 - February 2009
Aeropostale May 2004 - June 2007
Aeropostale July 2006 - November 2006
Aeropostale May 2004 - June 2006
Eddie Bauer August 2001 - May 2004
Education
Bowling Green State University 1999 — 2003
Bachelor of Science degree, Apparel Merchandising and Product Development
tony chan's Wells Fargo Bank Experience December 2010 - May 2011
Job QA Automation Manager
Industry Computer Software
Experience
Ellie Mae January 2014 - Present
CoreLogic - Dorado January 2013 - December 2013
Ventana Medical Systems - Roche September 2012 - January 2013
PwC July 2011 - June 2012
Wells Fargo Bank December 2010 - May 2011
DDNi December 2008 - July 2010
VMware August 2006 - July 2008
Bytemobile November 2003 - August 2006
Groove Networks February 2001 - March 2003
Jenzabar August 2000 - February 2001
Skills
Automation, Test Automation, Databases, SilkTest, C#, Java, SQL, C++, SQL Server, Agile, Software Quality..., Test Planning, Quality Center, Testing, Quality Assurance, Test Cases, Servers, Scripting, Software Development, Perforce, .NET, Windows, Linux, Scrum, Operating Systems, Web Applications, XML, Regression Testing, Agile Methodologies, Web Services, Oracle, Selenium, Microsoft SQL Server, Cloud Computing, IIS, QTP, Mobile Devices, JavaScript
Education
Boston University
Computer Engineering Graduate Program
Rutgers University-New Brunswick
BSEE, Digital Signal and Image Processing
University of California, Berkeley
School of Environmental Design
Ellie Mae January 2014 - Present
CoreLogic - Dorado January 2013 - December 2013
Ventana Medical Systems - Roche September 2012 - January 2013
PwC July 2011 - June 2012
Wells Fargo Bank December 2010 - May 2011
DDNi December 2008 - July 2010
VMware August 2006 - July 2008
Bytemobile November 2003 - August 2006
Groove Networks February 2001 - March 2003
Jenzabar August 2000 - February 2001
Skills
Automation, Test Automation, Databases, SilkTest, C#, Java, SQL, C++, SQL Server, Agile, Software Quality..., Test Planning, Quality Center, Testing, Quality Assurance, Test Cases, Servers, Scripting, Software Development, Perforce, .NET, Windows, Linux, Scrum, Operating Systems, Web Applications, XML, Regression Testing, Agile Methodologies, Web Services, Oracle, Selenium, Microsoft SQL Server, Cloud Computing, IIS, QTP, Mobile Devices, JavaScript
Education
Boston University
Computer Engineering Graduate Program
Rutgers University-New Brunswick
BSEE, Digital Signal and Image Processing
University of California, Berkeley
School of Environmental Design
Robert (Bob) Brown, MBA's Wells Fargo Bank Experience September 1995 - October 2007
Job Personal Banker at Bank of America
Industry Banking
Experience
Bank of America March 2014 - Present
Kaplan International College September 2013 - March 2014
AOI College of Languages February 2013 - March 2014
ShariBe Eco-Chic Apparel November 2011 - September 2013
Comerica Bank October 2007 - October 2011
Wells Fargo Bank September 1995 - October 2007
Berlitz de Mexico 1991 - 1992
Skills
Commercial Banking, Loans, Consumer Lending, Banking, Credit, Wealth Management, Retail Banking, Investments, Credit Cards, Commercial Lending, Treasury Management, Credit Analysis, Small Business, Asset Based Lending, Treasury Services, Real Estate, Leadership, Business Development, Mortgage Lending, Relationship Management
Education
Brown University 1975 — 1979
BA, Human Biology
McGill University 1979 — 1983
MBA, International Business & Finance
Boston Latin School 1969 — 1975
HS Diploma, College Prep
University of California, Irvine 2012 — 2013
Certificate, Teaching English as a Second Language, TESL
Bank of America March 2014 - Present
Kaplan International College September 2013 - March 2014
AOI College of Languages February 2013 - March 2014
ShariBe Eco-Chic Apparel November 2011 - September 2013
Comerica Bank October 2007 - October 2011
Wells Fargo Bank September 1995 - October 2007
Berlitz de Mexico 1991 - 1992
Skills
Commercial Banking, Loans, Consumer Lending, Banking, Credit, Wealth Management, Retail Banking, Investments, Credit Cards, Commercial Lending, Treasury Management, Credit Analysis, Small Business, Asset Based Lending, Treasury Services, Real Estate, Leadership, Business Development, Mortgage Lending, Relationship Management
Education
Brown University 1975 — 1979
BA, Human Biology
McGill University 1979 — 1983
MBA, International Business & Finance
Boston Latin School 1969 — 1975
HS Diploma, College Prep
University of California, Irvine 2012 — 2013
Certificate, Teaching English as a Second Language, TESL
Richard Sandoval's Wells Fargo Bank Experience September 2006 - August 2009
Job Accountant at County of Riverside Social Services
Industry Financial Services
Experience
County of Riverside August 2014 - Present
SMF Services Inc July 2010 - Present
County of Riverside December 2012 - August 2014
Riverside County Department of Public Social Services March 2012 - December 2012
Riverside County Department of Public Social Services December 2011 - March 2012
County of Riverside August 2011 - December 2011
Randall's Steel Erectors October 2009 - December 2010
Wells Fargo Bank September 2006 - August 2009
Wells Fargo Bank February 2006 - September 2006
Skills
Commercial Banking, Cost Accounting, Banking, Credit, Loans, Retail Banking, Credit Analysis, Credit Risk, Accounts Payable, PeopleSoft Financial, Problem Solving, Government Procurement, Financial Analysis, Accounting, Auditing, Commercial Lending, Consumer Lending, Government Accounting, Data Analysis, Management Accounting, Forecasting, Financial Risk, Purchasing Processes, Mortgage Lending, Small Business Lending, Trade Finance, Financial Reporting, Applicant Tracking..., Microsoft Excel, Spreadsheets, Databases, Information Technology, Client Development, Client Liaison, Entrepreneurship, Account Management, Local Government, Asset Managment, Asset Allocation, Logistics, Logistics Management, Analytics, Business Development, Leadership, Market Research, Product Marketing, Negotiation
Education
Brandman University, Part of the Chapman University System 2012 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Orange Coast College 2003 — 2008
County of Riverside August 2014 - Present
SMF Services Inc July 2010 - Present
County of Riverside December 2012 - August 2014
Riverside County Department of Public Social Services March 2012 - December 2012
Riverside County Department of Public Social Services December 2011 - March 2012
County of Riverside August 2011 - December 2011
Randall's Steel Erectors October 2009 - December 2010
Wells Fargo Bank September 2006 - August 2009
Wells Fargo Bank February 2006 - September 2006
Skills
Commercial Banking, Cost Accounting, Banking, Credit, Loans, Retail Banking, Credit Analysis, Credit Risk, Accounts Payable, PeopleSoft Financial, Problem Solving, Government Procurement, Financial Analysis, Accounting, Auditing, Commercial Lending, Consumer Lending, Government Accounting, Data Analysis, Management Accounting, Forecasting, Financial Risk, Purchasing Processes, Mortgage Lending, Small Business Lending, Trade Finance, Financial Reporting, Applicant Tracking..., Microsoft Excel, Spreadsheets, Databases, Information Technology, Client Development, Client Liaison, Entrepreneurship, Account Management, Local Government, Asset Managment, Asset Allocation, Logistics, Logistics Management, Analytics, Business Development, Leadership, Market Research, Product Marketing, Negotiation
Education
Brandman University, Part of the Chapman University System 2012 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Orange Coast College 2003 — 2008
Guido Kemp's Wells Fargo Bank Experience January 2004 - Present
Job Commercial Banking Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2004 - Present
Skills
Commercial Lending, Commercial Banking, Banking, Loans, Credit Analysis, Loan Origination, Credit, Portfolio Management, Credit Risk, Risk Management, Leadership
Education
University of Arizona
MBA
Boston University
BS BA
USM
USM
Wells Fargo Bank January 2004 - Present
Skills
Commercial Lending, Commercial Banking, Banking, Loans, Credit Analysis, Loan Origination, Credit, Portfolio Management, Credit Risk, Risk Management, Leadership
Education
University of Arizona
MBA
Boston University
BS BA
USM
USM
Joe Snapp's Wells Fargo Bank Experience 1996 - 1998
Job Senior Vice President, Commercial Real Estate at Alliance Bank of Arizona
Industry Banking
Experience
Alliance Bank of Arizona October 2008 - Present
National Bank of Arizona October 2002 - September 2008
Key Bank 1999 - 2002
JP Morgan Mortgage Capital 1999 - 2000
Wells Fargo Bank 1996 - 1998
Keystone Resort 1989 - 1993
Education
University of Denver 1991 — 1993
MBA
Boston University 1981 — 1985
BA, International Relations - Econ
Fountain Valley High School (Colorado)
Alliance Bank of Arizona October 2008 - Present
National Bank of Arizona October 2002 - September 2008
Key Bank 1999 - 2002
JP Morgan Mortgage Capital 1999 - 2000
Wells Fargo Bank 1996 - 1998
Keystone Resort 1989 - 1993
Education
University of Denver 1991 — 1993
MBA
Boston University 1981 — 1985
BA, International Relations - Econ
Fountain Valley High School (Colorado)
Peter Banick's Wells Fargo Bank Experience June 2007 - August 2007
Job Counsel at Aon Benfield & Aon Securities
Industry Law Practice
Experience
Aon Benfield & Aon Securities August 2012 - Present
Aon Benfield Inc. May 2011 - August 2012
William Mitchell Legal Self-Help Clinic September 2009 - May 2012
William Mitchell College of Law May 2010 - January 2012
Regis Corporation May 2011 - August 2011
United States Bankruptcy Court December 2010 - May 2011
Vlodaver Law Offices, LLC February 2010 - May 2011
Reiter & Schiller, P.A. May 2009 - January 2010
Rain Source Capital June 2008 - May 2009
Wells Fargo Bank June 2007 - August 2007
Skills
Litigation, Legal Research, Negotiation, Legal Writing, Leadership, Corporate Law, Insurance, Research, Mediation, Contract Management, Legal Issues, Contract Negotiation, Mergers & Acquisitions, Legal Assistance, Arbitration, Commercial Litigation
Education
William Mitchell College of Law 2009 — 2012
Doctor of Law (J.D.)
Saint John's University 2005 — 2009
B.A., Management, Political Science
BPP Law School
Aon Benfield & Aon Securities August 2012 - Present
Aon Benfield Inc. May 2011 - August 2012
William Mitchell Legal Self-Help Clinic September 2009 - May 2012
William Mitchell College of Law May 2010 - January 2012
Regis Corporation May 2011 - August 2011
United States Bankruptcy Court December 2010 - May 2011
Vlodaver Law Offices, LLC February 2010 - May 2011
Reiter & Schiller, P.A. May 2009 - January 2010
Rain Source Capital June 2008 - May 2009
Wells Fargo Bank June 2007 - August 2007
Skills
Litigation, Legal Research, Negotiation, Legal Writing, Leadership, Corporate Law, Insurance, Research, Mediation, Contract Management, Legal Issues, Contract Negotiation, Mergers & Acquisitions, Legal Assistance, Arbitration, Commercial Litigation
Education
William Mitchell College of Law 2009 — 2012
Doctor of Law (J.D.)
Saint John's University 2005 — 2009
B.A., Management, Political Science
BPP Law School
Kristin DeWeese's Wells Fargo Bank Experience October 2008 - Present
Job Team Lead at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 2008 - Present
SIDLEY & ASSOCIATES August 2009 - August 2009
Best Buy August 2007 - September 2008
LOWE'S HOME IMPROVEMENT WAREHOUSE May 2005 - August 2008
ALLIANCE DATA SYSTEMS June 2003 - December 2004
Education
University of Nevada-Reno 2010 — 2012
Degree: Master's, Accountancy
Bowling Green State University 2004 — 2009
Degree: Bachelor of Science, Business Administration; Accounting
Wells Fargo Bank October 2008 - Present
SIDLEY & ASSOCIATES August 2009 - August 2009
Best Buy August 2007 - September 2008
LOWE'S HOME IMPROVEMENT WAREHOUSE May 2005 - August 2008
ALLIANCE DATA SYSTEMS June 2003 - December 2004
Education
University of Nevada-Reno 2010 — 2012
Degree: Master's, Accountancy
Bowling Green State University 2004 — 2009
Degree: Bachelor of Science, Business Administration; Accounting
Howard Cheung's Wells Fargo Bank Experience May 2006 - June 2009
Job Commercial Banking
Industry Banking
Experience
Umpqua Bank June 2009 - Present
Wells Fargo Bank May 2006 - June 2009
Shanghai Commercial Bank HK April 2005 - May 2006
Skills
Management, Credit, Trade Finance, Commercial Banking, Portfolio Management, Financial Structuring, Credit Risk, Banking, Loan Origination, Sales, Underwriting, Loans, Financial Analysis, Training, Treasury Management, Credit Analysis, Due Diligence, Commercial Lending, Cross Selling, Wealth Management, Lines Of Credit, Small Business Lending, Cash Flow, Analysis, Asset Based Lending
Education
Brandeis University, Lemberg - International Business School
M.S, Finance
University of California, Berkeley
B.A, Economics and Political Science
Abraham Lincoln High School
Umpqua Bank June 2009 - Present
Wells Fargo Bank May 2006 - June 2009
Shanghai Commercial Bank HK April 2005 - May 2006
Skills
Management, Credit, Trade Finance, Commercial Banking, Portfolio Management, Financial Structuring, Credit Risk, Banking, Loan Origination, Sales, Underwriting, Loans, Financial Analysis, Training, Treasury Management, Credit Analysis, Due Diligence, Commercial Lending, Cross Selling, Wealth Management, Lines Of Credit, Small Business Lending, Cash Flow, Analysis, Asset Based Lending
Education
Brandeis University, Lemberg - International Business School
M.S, Finance
University of California, Berkeley
B.A, Economics and Political Science
Abraham Lincoln High School
Jeffrey Butcher's Wells Fargo Bank Experience October 2010 - Present
Job Business Relationship Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 2010 - Present
Wells Fargo January 2010 - October 2010
Wells Fargo Financial December 2008 - January 2010
Skills
Small Business Lending, Credit, Commercial Lending, Loans, Commercial Banking, Banking, Lines Of Credit, Credit Analysis, Business Relationship..., Cash Flow, Cross Selling, Portfolio Management, Relationship Management, Management, Sales, Finance
Education
Regis University 2011 — 2014
Master of Business Administration (MBA), Accounting and Finance
Briar Cliff University 2003 — 2007
Bachelor of Arts, Business Administration
Wells Fargo Bank October 2010 - Present
Wells Fargo January 2010 - October 2010
Wells Fargo Financial December 2008 - January 2010
Skills
Small Business Lending, Credit, Commercial Lending, Loans, Commercial Banking, Banking, Lines Of Credit, Credit Analysis, Business Relationship..., Cash Flow, Cross Selling, Portfolio Management, Relationship Management, Management, Sales, Finance
Education
Regis University 2011 — 2014
Master of Business Administration (MBA), Accounting and Finance
Briar Cliff University 2003 — 2007
Bachelor of Arts, Business Administration
Eric Jasper's Wells Fargo Bank Experience January 2004 - January 2015
Job Personal Banker III Mutual of Omaha Bank
Industry Banking
Experience
Mutual of Omaha Bank February 2015 - Present
Wells Fargo Bank January 2004 - January 2015
Skills
Small Business, Customer Service, Sales Management, Sales, Account Management, Banking, Retail Banking, Customer Experience, Customer Retention, Management, Loans, Credit
Education
Briar Cliff University 1996 — 2000
Biology, General
Mutual of Omaha Bank February 2015 - Present
Wells Fargo Bank January 2004 - January 2015
Skills
Small Business, Customer Service, Sales Management, Sales, Account Management, Banking, Retail Banking, Customer Experience, Customer Retention, Management, Loans, Credit
Education
Briar Cliff University 1996 — 2000
Biology, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank