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
Bank of the West July 2014 - Present
BNY Mellon May 2012 - June 2014
PNC Bank January 2011 - May 2012
Wells Fargo Bank January 2007 - November 2010
Grant Thornton LLP July 2005 - February 2007
COMMUNITY IN SCHOOL January 2004 - March 2005
LGC&D January 2001 - January 2003
FLEET BOSTON FINANCIAL January 1999 - January 2001
Skills
Auditing, Internal Controls, Internal Audit, Accounting, Finance, Payroll, Account Reconciliation, Banking, Analysis, General Ledger, Accounts Payable, Budgets, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
BRYANT COLLEGE, FACULTY OF BUSINESS 2002 — 2004
Master, Business Administration
Bryant University 2000 — 2002
MBA, Accounting
UNIVERSITY OF HARTFORD, BARNEY SCHOOL OF BUSINESS 1999 — 2001
Bachelor, Business Administration
Wells Fargo September 2013 - Present
Wells Fargo Bank November 2010 - August 2013
First Midwest Bank February 2009 - November 2010
Brown & Joseph, Ltd. July 2009 - January 2010
MARINO & ASSOC., PC April 2008 - July 2009
Ala Carte Entertainment November 2006 - April 2008
First National Bank of Nevada October 2004 - November 2006
Wells Fargo Home Mortgage June 2003 - October 2004
Skills
Loans, Microsoft Excel, Banking, Customer Service, Credit, Financial Analysis, Outlook, Investments, Microsoft Office, PowerPoint, Microsoft Word, Credit Analysis, Finance, Accounting, Credit Risk, Insurance, Construction, Construction Loans, Loan Servicing, Legal, Legal Research, Legal Documents, Commercial Mortgages, Real Estate Transactions, Commercial Real Estate, Title Insurance, ALTA Surveys, Zoning, Real Estate Financing, Commercial Litigation, Commercial Banking, Judgment Collections
Education
Buena Vista University 1999 — 2003
Northwestern College 2007 — 2008
Paralegal Studies
LOL Party Shop October 2013 - Present
Wells Fargo Bank 1994 - Present
Wachovia, A Wells Fargo Company December 2009 - May 2013
Skills
Loans, Banking, Consumer Lending, Credit, Retail Banking, Retail, Relationship Management, Merchandising, Marketing, Cross Selling, Start-ups, Commercial Banking, Purchasing, Mortgage Lending, Credit Cards
Education
Bryant and Stratton College 1991 — 1993
Associate of Science (A.S.), Computer Science
DeSales University
Bachelor of Arts (B.A.), E-Commerce/Electronic Commerce
Executive Technology Management and Consulting July 2013 - August 2014
Purdue University September 2001 - June 2013
Wells Fargo Bank April 1999 - August 2001
Skills
Business Analysis, Business Intelligence, ITIL, IT Management, Strategic Planning, Risk Management, Performance Management, Management, Security Management, Strategic Leadership, IT Strategy, IT Audit, IT Infrastructure..., Security Policy, CCNA, MCITP, MCSA, SAS, Architectural..., CRM, Leadership, Technical Recruiting, Banner ERP, IT PMO Director, Sr. IT Security Manager, Sr. IT Project Manager, Sr. IT Systems Manager, Sr. IT QA Manager /..., Director Business..., IT M&A, Visionary, SDLC, Disaster Recovery, Integration, Enterprise Architecture, Talent Acquisition, Consulting, Program Management, IT Operations, Strategy, PMP, IT Service Management, Security
Education
California Coast University 1994 — 1996
(MBA) Master Business Administration, Business Administration and Management, 4.0 GPA
California Coast University 1992 — 1994
Bachelor of Science (B.Sc.), Business Administration and Management, 4.0
Colonial Bible Institute 1984 — 1990
Degree, Bible (NT, OT, Theology), 4.0
Virginia Western Community College 1982 — 1986
Associate of Science (AS), Computer Science
EMPOWER Retirement May 2006 - Present
Wells Fargo Bank January 1998 - April 2006
US Bank 2006 - 2006
Principal Financial Group 1984 - 1997
Skills
Retirement, 401k, Series 6, Retirement Planning, Mutual Funds, Pensions, Series 63, Wealth Management, Retirement Plan..., Asset Allocation, Employee Benefits, Investments, Series 7, ERISA, Fixed Annuities, IRAs, Defined Contribution
Education
Buena Vista University 1972 — 1974
Bachelor of Arts (B.A.), Health and Physical Education/Fitness, K-12
Central State Bank 2015 - Present
Foundation of Saint Clares Hospital 2013 - 2015
Associated Bank November 2010 - 2015
MidWestOne Bank 2009 - 2010
Wells Fargo Bank 1996 - 2009
Skills
Commercial Lending, Credit, Loans, Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Lines Of Credit, Small Business Lending, Commercial Banking, Portfolio Management, Non-profit Volunteering, Private Banking
Education
Buena Vista University
Bachelor's Degree, Mathematics
State Farm July 2014 - Present
Wells Fargo Bank August 2010 - June 2014
wells fargo ba March 2009 - August 2010
Skills
Credit, Small Business Lending, Loans, Consumer Lending, Mortgage Lending, Insurance, Property & Casualty..., Life Insurance, Sales, Customer Service, Leadership, Banking, Team Building, Marketing, Management, Sales Management, Coaching, Marketing Strategy, Social Networking, Cold Calling
Education
California State University-Chico 2005 — 2007
Bachelor of Science (BS), Finance, General
Butte College 2001 — 2004
Associate of Arts (A.A.), Accounting
Bank of America August 2012 - Present
Funding America March 2006 - January 2012
Wells Fargo Bank February 1999 - July 2003
Skills
Social Media Marketing, Marketing Strategy, Marketing Research, Marketing, Public Relations, Marketing Communications, Management, Market Planning, Sales, Account Management, Advertising, Business Planning, Digital Marketing, Strategy, Social Networking, Copywriting, Creative Direction, Customer Service, Integrated Marketing, Research, Real Estate, Online Advertising, Email Marketing
Education
California Lutheran University 2010 — 2012
Master of Business Administration (MBA), Marketing
Loyola Marymount University 2007 — 2009
Bachelor of Arts, Sociology
JB Hunt Transport Services, Inc. November 2013 - Present
Mattress Firm July 2012 - November 2013
Wells Fargo Bank April 2011 - July 2012
Delray Medical Center August 2008 - July 2011
Marriott Hotel April 2007 - December 2009
Florida Atlantic University August 2004 - August 2008
Skills
Customer Service, Team Leadership, Time Management, Sales, Team Building, Operations Management, Training, Microsoft Office, Foreign Languages, English, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Budgets, Research, Accounting, Banking, Coaching, Inventory Management, Healthcare, Data Entry, Critical Thinking, Teamwork, Customer Satisfaction, SAP intermediate level..., Manhattan SCALE...
Education
Florida Atlantic University 2007 — 2011
Bachelor of Science, Economics
Broward College 2008 — 2010
Associate, English
Wells Fargo Bank November 2008 - Present
Teton Springs Resort - Headwaters Club April 2006 - October 2008
Forge Sponsorship Consulting 2004 - 2006
StandOut Sports 2002 - 2004
Skills
Private Banking, Credit, Wealth Management, Loans, Banking, Commercial Lending, Consumer Lending, Small Business Lending, Uniform Combined State..., Commercial Banking, Mortgage Lending, Lines Of Credit, Credit Analysis, Series 7, Portfolio Management, Wealth Management..., Retail Banking, Investments, Series 63, Loan Origination, Cash Management, Financial Advisory
Education
Buena Vista University 1987 — 1991
Bachelor of Science (BS), Athletic Training/Trainer
St. Thomas University
MBA in Sport Administration
ServiceTec International January 2010 - Present
Wells Fargo Bank March 2008 - January 2010
Sun Country Airlines October 2004 - December 2008
Skills
Windows, Windows Server, Security, Microsoft Office, VPN, XP, Servers, Customer Service, Networking, TCP/IP, Software Installation, Integration, Technical Support, Windows 7, Operating Systems, IT Service Management, Management, Information Technology, VMware, System Administration, Network Administration, Active Directory, Cisco Technologies, Computer Hardware, Network Security, CCNA, ITIL, IT Management, Firewalls, Help Desk Support, Routers, Wireless Networking, Disaster Recovery, A+ Certified, Computer Security, Network Design, Linux, Software Documentation, Windows XP, Troubleshooting
Education
Colorado Technical University 2014 — 2015
MSIT - Security Management Specialization, 3.91
Colorado Technical University 2010 — 2012
Bachelor's degree, Network Security
Brown College 2008 — 2010
Associates of Applied Science, Network Development
Wells Fargo Bank, N.A. October 2006 - December 2010
Wells Fargo Bank April 1979 - October 2006
Children's Cancer Research Fund 2005 - 2006
Skills
Commercial Banking, Retail Banking, Strategic Planning, Commercial Lending, Private Banking, Banking, Marketing Strategy, Fundraising, Mergers, New Business Development, Sales, Risk Management, Customer Service, Leadership, Investments, Treasury Management, Mergers & Acquisitions, Loans, Management
Education
Brown University
Master of Arts (M.A.), Russian Language and Literature
Loyola University New Orleans
B.A., Russian language and mathematics
Catherine McDonagh, LMFT Private Practice September 2014 - Present
San Mateo Counseling Services (Catholic Charities) January 2012 - June 2014
Holden High School August 2009 - June 2010
Integral Counseling Center September 2007 - August 2008
Visa February 2007 - August 2007
Wells Fargo Bank May 2001 - July 2006
Fitch Inc February 1995 - March 2001
Skills
Family Therapy, Psychology, Counseling Psychology, Psychotherapy, Mental Health, Adolescents, Mental Health Counseling, Mindfulness, Life Transitions, Self-esteem, Crisis Intervention, Adolescent Therapy, Google Groups, Therapists, Qualitative Research, Group Therapy, Grief Counseling, Stress Management
Education
California Institute of Integral Studies
Master's Degree, Integral Counseling Psychology
The Ohio State University - The Max M. Fisher College of Business
Bachelor's Degree, Marketing
Rabobank May 2014 - Present
Comerica Bank January 2013 - April 2014
Wells Fargo February 2007 - October 2012
Wells Fargo Bank February 2007 - October 2012
Wells Fargo Bank February 2007 - October 2012
Wells Fargo Bank February 2007 - October 2012
Wells Fargo February 2007 - October 2012
Wells Fargo Bank January 2007 - October 2012
Skills
Sales, Customer Service, Sales Management, People Skills, Management, Leadership, Time Management, Banking, Risk Management, Training, Loans, Store Management, Office Management, Customer Experience, Cash Management, Auditing, Employee Training, Credit, Team Building, Team Leadership, Recruiting, Performance Management, Employee Relations, Coaching, Customer Retention, Customer Satisfaction, Financial Services, Insurance, Leadership Development, Operations Management, Process Improvement, Retail
Education
Cabrillo College
General Education
Santa Cruz High School
Graduation diploma
Bank United September 2012 - Present
Wells Fargo Bank November 2011 - September 2012
Wells Fargo Bank September 2009 - November 2011
MetroPCS June 2002 - July 2009
Skills
Banking, Credit, Loans, Financial Analysis, Small Business Lending, Consumer Lending, Finance, Cash Management, Portfolio Management, Strategic Financial..., Series 63, Investments, Commercial Lending, Credit Analysis, Commercial Cashflow..., Strategy
Education
Broward Community College 2000 — 2003
AA, Finance
TMC Financing March 2014 - Present
TMC Financing November 2012 - Present
Old Republic Title Company October 2010 - November 2012
Wells Fargo Bank February 2005 - February 2008
Washington Mutual, Inc. February 2003 - January 2005
Skills
Bilingual Proficiency, Customer Satisfaction, Mortgage Lending, Loans, Real Estate, Notary Public, Refinance, First Time Home Buyers, Negotiation, Management, Sales, Finance, Customer Service, Business Development, Credit, Banking, Investments, Financial Analysis
Education
University of California, Santa Barbara 2008 — 2010
Bachelor of Arts, Global Studies
Cabrillo College 2005 — 2007
Associate in Arts, Liberal Arts, and Sciences
Aptos High
Wells Fargo Bank January 2008 - Present
ADP 1996 - 2008
ADP 1984 - 1993
Skills
Applicant Tracking..., Small Business Lending, HRIS, Direct Sales, Sales Management, Treasury Management, Customer Service, Sales, Leadership, Employee Benefits, Finance, Credit, Relationship Management, Loans, Banking, Passion for Helping..., Payroll Services, Payroll, Management, Team Building, Human Resources, Business Development, Payroll Processing
Education
Bryant University
Genuine Parts Company November 2013 - Present
Relocated to East Tennessee October 2012 - November 2013
Bay Federal Credit Union August 2012 - October 2012
Bay Federal Credit Union August 2007 - August 2012
Bay Federal Credit Union August 2002 - August 2007
Bay Federal Credit Union August 2000 - August 2002
Bay Federal Credit Union January 1997 - July 2000
Wells Fargo Bank April 1994 - January 1997
Skills
Organizational..., Organizational Culture, HR Administration, Recruiting, Performance Management, Project Management, Collaborative Leadership, Banking, Employee Training, Executive Management, Credit, Training, Human Resources, Program Management, Leadership, Vendor Management, Call Centers, Risk Management, Onboarding, Strategy, Team Building, HRIS Database Management, ADP HRB, Training Design and..., Writing and..., Management and..., Multi Tasking, Taleo, Budgets, Interviews, New Hire Orientations, Employee Relations, Leadership Development, Coaching, Applicant Tracking..., Employee Benefits, Customer Service, Benefits Administration, HRIS, Payroll, Talent Management, Process Improvement, Personnel Management
Education
University of California, Santa Cruz 1995 — 1998
Bachelor of Arts (BA), Biology
Cabrillo College 1993 — 1995
General Education
The Disney Institute
The Disney Approach to HR Management
First Republic Bank November 2014 - Present
First Foundation, Inc. July 2012 - October 2014
Wells Fargo Bank November 2011 - October 2012
Wells Fargo Bank June 2010 - November 2011
Wells Fargo Bank August 2009 - June 2010
2009 Fresh Rags, INC January 2007 - August 2008
Skills
Credit, Banking, Financial Analysis, Relationship Management, Cash Management, Portfolio Management, Strategic Financial..., Asset Allocation, Financial Services, Finance, Investments, Sales, Customer Service, Risk Management, Financial Modeling, Sales Management, Forecasting, Business Relationship..., Retail, Insurance, Marketing, Loans, Teamwork, Commercial Lending, Commercial Banking, Private Banking, Retail Banking, Customer Experience, Cross Selling, Consumer Lending
Education
Brooks College 2006 — 2008
Associates of Arts Degree, Merchandise and Marketing
Revolution Lighting Technologies, Inc. June 2009 - Present
Graniterock March 2006 - August 2008
MONTEREY BAY BOUQUET ACQUISITION PARTNERS, LLC October 2001 - March 2006
CENTRAL COAST ALLIANCE FOR HEALTH January 2001 - June 2001
FIRST PRESTON MANAGEMENT June 2000 - August 2000
WELLS FARGO BANK May 1998 - June 2000
Skills
Accounts Payable, Account Reconciliation, Payroll, Management, Budgets, Accruals, Great Plains Software, GAAP, Auditing, ERP
Education
Aptos High
Cabrillo College
Certificate of Proficiency in Accounting, Accounting and Finance
WELLS FARGO BANK January 2005 - October 2013
Skills
Microsoft Office, Windows, Microsoft Excel, Analysis, Customer Service, PowerPoint, Microsoft Word, Public Speaking, MS Project, Research, Budgets, Team Building, Project Planning, Desktop Computers, Virus Removal, PORTABLE HARD DRIVES, PRINTERS, Routers, Networking, PC HARDWARE
Education
Brown College 2002 — 2003
A.A.S. Information & Networking Technology
NCFE 1998 — 2000
Information and Network Technology
Freetown Technical Institute 1994 — 1996
Telecommunications Technician, Micro Electronics
Santé Travel January 2012 - Present
Wells Fargo Bank April 2009 - October 2010
Contra Costa Crisis Center April 2008 - March 2009
Wells Fargo & Co January 1992 - January 2008
ComputerLand January 1991 - January 1992
Breuners January 1987 - January 1991
Meier & Frank January 1978 - January 1987
Skills
SQL Server, COBOL, Retail, Access, Visio, Database Administration, Excel, Databases, Microsoft Office, SQL, Analysis, Windows, Problem Solving, Microsoft SQL Server, DB2, Business Analysis, Microsoft Excel
Education
California State University-East Bay 2008 — 2010
Human Development
Portland State University 1982 — 1983
Computer Science
Cabrillo College 1974 — 1974
AA, Accounting
Clark College 1972 — 1972
Social Science
University of California, Berkeley 1964 — 1965
Math
Wells Fargo Bank November 1994 - Present
Barnett Bank March 1986 - November 1994
Education
California Coast University 2011 — 2012
Master of Business Administration (MBA), Human Resources Management
California Coast University 2010 — 2011
Bachelors of Science, Criminal Justice
The JBG Companies 2012 - Present
Wells Fargo Bank July 2011 - May 2012
DPR Construction, Inc. June 2010 - August 2010
Skills
Microsoft Excel, Due Diligence, Financial Modeling, Finance, Real Estate, Banking, Investments, Valuation, Data Analysis
Education
Brown University 2007 — 2011
Bachelor of Arts (B.A.), Economics / Engineering
Santander Auto Finance Group September 2014 - Present
Santander Bank, N.A. February 2013 - Present
Wells Fargo Home Mortgage/Correspondent Operations December 2010 - February 2013
Wells Fargo Bank February 2004 - December 2010
Wells Fargo Financial June 2000 - February 2004
Wells Fargo Financial January 1996 - February 2000
Skills
Business Process..., Operational Risk, Mortgage Lending, Risk Management, Banking, Credit, Loans, Consumer Lending, Relationship Management, Mortgage Banking, Financial Analysis, Loan Origination, Operational Risk..., Refinance, Underwriting, Mortgage Underwriting, Credit Analysis, Quality Assurance, Management, Sales, Training, Retail Banking, Analysis, Finance, Financial Services, Residential Mortgages, Portfolio Management, Credit Risk, Commercial Lending, Credit Cards, AML, Commercial Banking, Small Business Lending, Bank Secrecy Act, Cross Selling, Risk Assessment, Fraud, Branch Management, Negotiation, Policy, Loan Servicing, OFAC, Deposits, Cash Management, FHA, Insurance, VA loans, Due Diligence, Vendor Management, Marketing
Education
Bryant University
B.S.B.A, Management
Bryant University
A.S.B.A, Management
Blackstone Millville Regional 1983 — 1986
Wells Fargo Bank August 1987 - Present
Skills
User Acceptance Testing, Business Analysis, SDLC, Business Requirements, Banking, Requirements Gathering, Visio, Financial Services, Requirements Analysis, Risk Management, PMO, Business Process..., Project Portfolio..., Vendor Management, Business Process, Management
Education
Bucks County Community College
A.A.S., Business Administration
Holy Family University
Pursing B.S. Degree starting in October 2008, Business Administration
Wells Fargo March 2014 - Present
Wells Fargo July 2011 - March 2014
Wells Fargo Bank September 2008 - July 2011
Wells Fargo August 2007 - September 2008
Skills
Risk Management, SharePoint, Account Reconciliation, OFAC, Finance, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint Designer, Compliance, Financial Reporting, Organization, Business Continuity, RCSA, Records Management, Documentations, Communication, Community Outreach, Security Management, Customer Oriented, Report Writing, Crystal Reports, Documentary Collections, International Business, International, ACH, Electronic Payments, Project Planning, Anti Money Laundering, Bank Secrecy Act, Banking, Business Analysis, Access, Financial Services, Customer Service, Process Improvement, Treasury Management, Analysis, Leadership
Education
Capella University 2008 — 2011
Master of Business Administration (MBA), Finance, General, 3.38
Brown College 2003 — 2006
Bacchelors of Science, Business Management, Business Administration and Management, General, 3.9
Elavon, Inc. October 2014 - Present
Chase February 2013 - October 2014
Bank of America Merchant Services January 2007 - November 2011
Wells Fargo Bank September 2005 - January 2007
Wells Fargo Merchant Services June 2001 - September 2005
First Data Merchant Services/Wells Fargo Alliance March 2000 - June 2001
Wells Fargo Bank August 1998 - March 2000
Skills
Sales, Banking, Credit, Relationship Management, Credit Cards, Loans, Sales Management, Retail Banking, Marketing Strategy, Business Development, Salesforce.com, Merchant Services, Account Management, New Business Development, Payments, Cold Calling, Team Building, Direct Sales, Commercial Banking, Financial Services, Selling, Cross Selling
Education
Cabrillo College
General Sales, Merchandising and Related Marketing Operations
Cabrillo College
Specialized Sales, Merchandising and Marketing Operations
Somerset Preparatory Academy June 2014 - June 2015
Somerset Academy Charter Schools August 2013 - June 2014
Accotink Academy January 2012 - July 2013
Integrated Resources October 2011 - December 2011
Joule Inc. September 2010 - September 2011
Wells Fargo Bank March 2010 - September 2010
Keyport Board of Education May 2009 - March 2010
Union Beach Board of Education 2009 - 2010
Mcloone's Rum Runner May 2009 - December 2009
Skills
Human Relations, Recruitment/Retention, Education, Interviewing, Outlook, Data Entry, Lotus Notes, Customer Service, Interviews, Recruiting, Human Resources, Employee Relations, Teaching, Hiring, Temporary Staffing, Management
Education
Brookdale Community College 2005 — 2011
N/A, Biology
Richard Stockton College of New Jersey 2004 — 2009
Bachelor of Arts, Historical Studies
Marine Academy of Science and Technology 2000 — 2004
High School, All
Wells Fargo Bank December 2011 - March 2012
Wells Fargo Investments December 2008 - April 2011
Fireman's Fund Ins Co October 2007 - November 2008
Firemans Fund Insurance Company November 2005 - October 2007
Charles Schwab 1996 - 2003
Bank of America 1994 - 1996
Skills
Capital Markets, Retail Brokerage, Derivatives, Equities, FX, Trading Systems, Options, Business Analysis, Business Requirements, Brokerage, Financial Services, FX Options, SDLC, Software Project..., Integration, Trading, Brokers, Risk Management
Education
Brown University 1972 — 1974
MS, Applied Mathematics
University of California, Berkeley 1967 — 1971
BS, Applied Mathematics
Webster University Thailand September 2011 - May 2012
San Francisco Symphony November 2008 - October 2009
TMC Software September 2007 - January 2008
UC Berkeley October 2000 - September 2007
Working Assets November 1999 - May 2000
Wells Fargo Bank 1996 - 1999
Skills
Training, Project Planning, Public Speaking, Social Media, Event Planning, Non-profits, Social Networking, Marketing, Event Management, Social Media Marketing, Strategic Planning, Management, Customer Service, Blogging, Microsoft Office, Teaching, Research, Resume Writing, System Administration, Higher Education, New Business Development, Web Development, Team Building, Nonprofits, Marketing Strategy, Recruiting, Project Management, Program Management, Career Counseling, Editing, Community Outreach, Leadership Development
Education
California Institute of Integral Studies 1996 — 1998
Bachelor of Arts, Psychology/Transformative Learning
North Idaho College 1980 — 1982
Music
Brown Gyrls Events and Promotions October 2013 - Present
Wells Fargo Bank April 2014 - 2015
Anthem September 2011 - June 2013
Skills
Marketing, Meeting Planning, Email Marketing, Social Media Marketing, Event Planning, Customer Service, Management, Retail, Social Networking
Education
Bryant and Stratton College
Citi June 2012 - Present
Wells Fargo Bank July 2009 - June 2012
Sun National Bank 2008 - 2009
Continental Bank 2006 - 2008
Wachovia Bank July 2004 - November 2006
wachovia bank 2004 - 2006
Skills
Finance, Commercial Banking, Credit Analysis, Credit, Loans, Commercial Lending, Portfolio Management, Small Business, Mortgage Lending, Banking, Commercial Real Estate, Loan Origination, Underwriting, Management
Education
Villanova 1989 — 2004
Bucks County Community College 1989 — 1993
La Salle University 1989 — 1991
Council Rock 1985 — 1989
Hellgate Technologies LLC January 2012 - Present
Missoula County Sheriff's Office January 2012 - Present
McCollom Consulting 2009 - December 2011
County of Santa Cruz October 2009 - March 2011
American Red Cross September 2009 - March 2011
Lemonade Magnate's TransAmerica February 2010 - November 2010
Scotts Valley Sportsmen's Club 2008 - 2010
InnerStep 2005 - 2009
Rio Products 1996 - 2007
Wells Fargo Bank 2002 - 2003
Skills
Process Improvement, Management, Program Management
Education
San Jose State University 2002 — 2004
MBA, Business
Cabrillo College
Accounting and Business/Management
University of California, Santa Cruz 1987 — 1992
BA, Environmental Studies
Wells Fargo Bank March 2012 - Present
SJB Creations, LLC March 2011 - Present
Wells Fargo Bank November 2009 - Present
Skills
Business Analysis, Requirements Gathering, Vendor Management, SharePoint, SDLC, IT Strategy, Risk Management, Data Center, Visio, Disaster Recovery, Banking, PMP, Change Management, SQL, Mainframe, Credit, Portfolio Management, TSO, Quality Assurance, Microsoft SQL Server, SSIS, SSRS, Coordination, Microsoft Office, Entrepreneurship, jQuery, Quality Management, Problem Solving, SDLC Architecture, Enterprise Architecture
Education
Broward College 1976 — 1978
Associate's degree, General Studies
Evangelical Baptist Church October 2011 - Present
Wells Fargo Bank November 2010 - April 2012
Lincoln Financial Advisors May 2009 - August 2009
Bank of America October 2004 - August 2006
Skills
Mortgage Lending, Specialty Retail, Sales Management, Event Management, Operations Management, Account Reconciliation, Accounts Payable, Financial Accounting, Translation, Financial Reporting, Organizational Structure, Statistics, Analysis, Banking, Finance, Financial Analysis
Education
Temple University 2008 — 2010
Finance/Accounting
Bucks County Community College 2006 — 2008
Business Administration and Management, General
Wells Fargo Bank July 1992 - Present
Citi 2011 - 2014
Union Bank of California 2007 - 2008
U.S. Bank 2002 - 2004
Wells fargo bank 1999 - 2003
WaMu 2001 - 2002
Wells Fargo January 1999 - January 2001
HSBC 1999 - 2001
Skills
Relationship Management, Project Management, Banking, Financial Analysis, Loans, Mortgage Lending, Consumer Lending, Credit, Retail Banking, Sales Management, Real Estate, Investments, Portfolio Management, Management, Risk Management, Leadership, Finance, Business Development, Strategic Financial..., Business Planning, Credit Analysis, Wealth Management, Valuation, Commercial Lending, Asset Management, Customer Service, Sales, Cash Management, Mutual Funds, Loan Origination, Financial Services, Small Business, Small Business Lending, Commercial Banking, Residential Mortgages, Executive Management, Retirement Planning, Refinance, Equities, Financial Advisory, Investment Advisory, Mortgage Banking, Financial Planning
Education
California Coast University 2007 — 2011
Bonyan 1991 — 2008
California State University-Northridge
Landmark Education
Parthian
Wells Fargo Bank April 2006 - Present
U.S. Bank January 2013 - November 2013
County of Humboldt April 1996 - November 2002
United Indian Health Services July 1993 - October 1997
Skills
Wealth Management, Team Building, Coaching, Portfolio Management, Sales, Loan Origination, Leadership, Public Speaking, Credit, Mutual Funds, Salesforce.com, Loans, Relationship Management, Finance, Strategic Planning, Customer Service, Nutrition, Marketing, Microsoft Office, Mortgage Lending, Underwriting, Social Networking, Applicant Tracking..., Strategic Financial..., Social Media, Retail Banking, Asset Management, Banking, Event Planning, Series 7, Public Relations, Small Business
Education
Humboldt State University 1986 — 1989
BA, psychology, women's studies
College of the Redwoods 1985 — 1986
trans, general
Lassen Community College 1984 — 1985
n/a, forensics
Brooks College 1979 — 1981
AA, Fashion Merchandising
Feather River Prep 1976 — 1978
First Niagara Bank July 2015 - Present
Wells Fargo December 2013 - July 2015
Wells Fargo Bank July 2011 - December 2013
Lenape Valley Presbyterian Church July 2007 - April 2011
PNC May 2009 - September 2009
Walgreens July 2005 - July 2008
Skills
Public Speaking, Leadership Development, Non-profits, Customer Service, Youth Ministry, Community Outreach, Coaching, Team Building, Teaching, Microsoft Office, Event Planning, Fundraising, Volunteer Management, Strategic Planning, Microsoft Excel, Microsoft Word, Event Management, Retail, Preaching, Program Management, Outlook, Sales, Social Networking, Public Relations, Organization, Inventory Management, Workshop Facilitation, Student Ministry, Expository Preaching, Pastoral Theology, Ministry Development, Spiritual Leadership, Congregational..., Transformational..., Employee Training, Nonprofits
Education
Philadelphia Biblical University 2003 — 2007
B.S. In Bible, Pastoral Studies Emphasis, Bible/Biblical Studies
Wells Fargo Bank May 2014 - Present
Maxim Integrated May 2012 - May 2014
The Mountain Winery 2008 - 2013
Frank-lin Distillers December 2002 - May 2012
Thuridion April 2000 - March 2002
Zayante March 1999 - April 2000
Intelient 1998 - 1999
Telecom Project Assistance 1997 - 1999
Skills
VMware, TCP/IP, Firewalls, Troubleshooting, WAN, Networking, IIS, Cloud Computing, Windows, Technical Support, Quality Assurance, Information Technology, Software Installation, Software Development, XML, Databases, Testing, Enterprise Software, Data Center, Active Directory, Project Management, Management, SQL, Help Desk Support, Customer Service
Education
Cabrillo College 2002 — 2003
Microsoft Cert, Technical
Cabrillo College 2001 — 2002
Technology
Wells Fargo October 2013 - Present
Wells Fargo Bank February 2011 - October 2013
Wells Fargo July 2008 - February 2011
American Mortgage Bankers July 2005 - July 2008
Acrison International October 1999 - July 2005
UNIVERSAL PROCESS EQUIPMENT April 1995 - October 1999
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Loans, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Mortgage Lending, Banking, SBA, Loan Origination, Commercial Mortgages, Treasury Management, Retail Banking
Education
Montclair State University 1991 — 1994
BS, Business Administration; International Business and Finance
Brookdale Community College 1989 — 1991
Associates, Liberal Arts and Sciences, General Studies and Humanities
Wells Fargo April 2014 - Present
Wells Fargo February 2013 - April 2014
Wells Fargo Bank 2008 - February 2013
Wells Fargo Bank December 2005 - February 2008
Arthritis and Rheumatology Consultants 2002 - 2004
Skills
Information Security, Microsoft SQL Server, Windows Server, XP, Encryption, Windows 7, IBM Netcool TBSM\Omnibus, HP Sitescope, HP Business..., Checkpoint Security, Troubleshooting, Visio, IIS, Security, SharePoint, SQL, Networking, BMC Remedy, Network Security, Disaster Recovery, VPN, Firewalls, Active Directory, VMware, SiteScope, PCI DSS, CISSP, Computer Security, Servers, Operating Systems, Business Continuity, IT Management, VMware ESX, Data Center, Enterprise Architecture, Windows XP
Education
Brown College 2002 — 2004
Associates in Applied Science, IT
School of Environmental Studies 1997 — 2000
Principal Financial Group 2009 - Present
BDS, LLC February 2007 - January 2009
Wells Fargo Bank 2005 - 2006
Bremer Bank 1996 - 2004
Education
Bryn Mawr College
ChFC, Chartered Financial Consultant
College for Financial Planning
CFP, Certified Financial Planner
University of Evansville
Bank of America August 2010 - Present
MarleyBlue Business Solutions February 2007 - Present
Fortace, LLC April 2010 - August 2010
Wells Fargo Bank March 2009 - April 2010
Kimberton Whole Foods July 2008 - November 2008
Bear Stearns Residential Mortgage 2005 - 2008
Bear Stearns November 2004 - October 2007
Decision One Mortgage July 1998 - November 2004
Upland/ABS Financial July 1996 - July 1998
Conti Mortgage 1994 - 1996
Skills
Leadership, Loans, Mortgage Lending, Credit, Credit Risk, Banking, Sales, Finance, Marketing, Account Management, Insurance, Selling, Loan Origination, Sales Management, Training, Mortgage Banking, Management, Underwriting
Education
Bucks County Community College
Real Estate Law
Wilkes University
Computer Science, Electrical Engineering
Top Shelf Solutions LLC 1985 - Present
JNZ, Inc. 1982 - 1985
Chevron Research 1981 - 1985
Wells Fargo Bank 1977 - 1981
Skills
Management, SharePoint, Access, Program Management, Event Planning, PowerPoint, Strategic Planning, Cross-functional Team..., Customer Service, New Business Development, Policy, Process Improvement, Project Management, Change Management, Project Coordination, Training, Microsoft Office, Leadership
Education
Bryan College 1968 — 1972
BA, Music and Elementary Education
Wells Fargo August 2015 - Present
1st Choice Estate Sales February 2014 - Present
Citi October 2012 - Present
Matt Richey's Image Addiction Photography August 2011 - Present
Marina Boys Lacrosse Boosters July 2013 - June 2014
Marina Boys Lacrosse Boosters July 2012 - July 2013
Wells Fargo Advisors February 2006 - September 2012
Wells Fargo Bank February 1995 - September 2012
Matt Richey Photography August 1990 - August 2011
Skills
Banking, Investments, Mortgage Lending, Wealth Management, Loans, Strategic Financial..., Risk Management, Credit, Small Business Lending, Consumer Lending, Commercial Lending, Commercial Banking, Insurance, Financial Services, Credit Analysis, Lines Of Credit, Series 7, Finance, Leadership, Portfolio Management, Relationship Management
Education
Brooks Institute of Photography 1995 — 1997
Bachelor of Arts, Advertising Illustration Photography
Orange Coast College 1990 — 1994
Photography
Wells Fargo Bank January 2010 - September 2015
Wells Fargo January 2005 - January 2010
CVS CORPORATION January 1998 - January 2005
MADURA PHARMACY January 1982 - January 1998
Skills
Training, Leadership, Banking, business operations, Management, Risk Management, Regulatory Compliance, Customer Service, Analysis, Sales, Human Resources, Recruiting, Budgets, Real Estate, Project Management, Microsoft Excel, Access, Inventory Management, Marketing, Process Improvement, Business Analysis, CRM, Credit, Contract Negotiation, Finance, Retail Banking
Education
Brookdale Community College
Paralegal Studies
Middlesex County College
Principal Financial Group June 2015 - Present
Buena Vista University January 2008 - Present
Buena Vista University January 2008 - Present
Principal Financial Group March 2014 - June 2015
On assignment with Robert Half Management Resources September 2013 - March 2014
Grinnell Regional Medical Center November 2009 - September 2013
Grinnell Mutual Reinsurance Co May 2007 - November 2009
Wells Fargo Bank 2005 - 2007
Edward Jones January 2000 - December 2005
Skills
Sales, Business Strategy, Operations Management, Managerial Finance, Auditing, Cash Management, Financial Reporting, Internal Audit, Financial Accounting, Account Reconciliation, Loans, Cost Accounting, Management Consulting, General Ledger, Strategy, Account Management, Social Media, Healthcare, Higher Education, Employee Training, Databases, Invoicing
Education
Bellevue University 2004 — 2006
Master of Business Administration (MBA), emphasis in Finance and Marketing
Buena Vista University
B.A, Finance and Banking; Management
Marshalltown Community College
Associate of Arts, Business Administration
Stein's Renovations August 2014 - Present
e-Builder January 2014 - July 2014
Sedgwick CMS January 2011 - October 2013
Wells Fargo Bank September 2006 - October 2009
Stein's Sports, Drinks & Entertainment January 2006 - October 2006
The Home Depot April 2004 - January 2006
Wal-Mart April 2002 - March 2004
Younker's (Saks Fifth Avenue) July 2001 - April 2002
Stein Mart July 2000 - June 2001
McGregor's Furniture April 1998 - June 2000
Skills
Loss Prevention, Private Investigations, Customer Service, Inventory Management, Physical Security, Team Building, Microsoft Office, Leadership, Training, Microsoft Excel, Time Management, Credit Risk, Risk Management, Financial Risk, Financial Analysis, Process Improvement, Workers Compensation, Technical Writing, Safety, Asset Protection, Leadership Development, Inventory Control, Outlook, Vendor Contracts, EHS Audits, Contract Management, Subrogation, Vendor Management, Client Relations Skills, Retail, Management, Performance Management, Analysis, Human Resources, Claim, Customer Satisfaction, Budgets, Internal Investigations, Security, Insurance, Background Checks, Fraud, Investigation, Hiring, Recruiting, General Liability Claims, Call Centers, Sales, Employee Benefits, Liability
Education
William Penn University College for Working Adults 2009 — 2010
MBL, Masters of Business Leadership, 3.7
Buena Vista University 1996 — 2000
BA, Political Science/Criminal Justice
Indian Hills Community College 1996 — 2000
AAS, Criminal Justice
IBM January 2015 - Present
International Business Machines, Inc. November 2012 - December 2014
New York Law School July 2012 - November 2012
State of New Jersey Office of the Attorney General June 2012 - July 2012
Wells Fargo Bank April 2011 - August 2011
OfficeMax Inc December 2008 - February 2010
Staples Inc November 2006 - November 2008
Florida Hindu Organization January 2007 - April 2007
Office Depot February 2006 - October 2006
BCR Group Inc. October 2004 - January 2006
Skills
Sales Management, Computer Repair, Customer Relations, Customer Service, Spanish, Employee Relations, Telecommunications, Banking, C++, Python, HTML, CSS, Java, PHP, Intellectual Property, Trademarks, Copyright Law, Research, Licensing
Education
New York Law School 2011 — 2014
Juris Doctor (J.D.), Intellectual Property Law, Cum Laude
Florida Atlantic University 2006 — 2010
Bachelor of Arts, Biochemistry, Business Finance, Political Science
Broward College 2005 — 2006
Associate of Arts, Business Finance
Wells Fargo September 2012 - Present
Wells Fargo Bank March 2009 - Present
Skills
Banking, Consumer Lending, Credit, Loans, Credit Analysis, Retail Banking, Small Business Lending, Mortgage Lending, Financial Services, Commercial Lending, Coaching, Sales Management, People Management, People Development, Investment Strategies, Customer Service, Sales
Education
Bucks County Community College
Bachelor of Education (B.Ed.), Elementary Education and Teaching
Self Employed March 2014 - Present
Military Family Home Loans September 2011 - January 2014
Home Services Lending October 2008 - September 2011
Wells Fargo Bank October 2003 - April 2008
Sinclair Broadcast Group June 2002 - September 2003
Skills
Microsoft Word, Microsoft Office, Sales, Training, Leadership, Outlook, English
Education
Broward College
Associates
Southern Methodist University
Bachelors, Liberal Arts and Sciences/Liberal Studies
U.S. Bank March 2015 - Present
Citi June 2014 - March 2015
Citi August 2012 - June 2014
Wells Fargo Bank January 2010 - August 2012
Wachovia, A Wells Fargo Company October 2007 - January 2010
Wells Fargo September 2004 - October 2007
Skills
Risk Management, AML, Fraud, Banking, Credit, Credit Risk, Six Sigma, Financial Services, Retail Banking, Bank Secrecy Act, KYC, Enterprise Risk..., Risk Assessment, USA PATRIOT Act, Operational Risk..., Operational Risk, Credit Cards, Financial Risk, Credit Analysis, Fraud Detection, OFAC, Due Diligence, Anti Money Laundering, Portfolio Management, Quality Assurance, Risk Analysis, Finance, Internal Audit, Relationship Management, Consumer Lending, Commercial Banking, Underwriting, Investment Banking, Mortgage Lending, Loans, Management, Visio, Loss Mitigation, Debit Cards, Analysis, Business Continuity, Business Continuity..., Business Analysis, Business Process..., Process Improvement, Investigation, Team Building, Quality Auditing, Private Investigations, Project Planning
Education
Broward Community College 1994 — 1996
Physical Therapy/Therapist
YP October 2014 - Present
Union Bank November 2013 - October 2014
U.S. Bank May 2012 - November 2013
Wells Fargo Bank February 2010 - January 2012
Wells Fargo Bank December 2008 - February 2010
Wells Fargo Bank December 2006 - December 2008
Santa Cruz Parks and Recreation June 2006 - August 2006
Santa Cruz Seaside Company June 2000 - January 2006
Skills
Banking Operations, Microsoft Office, Sales Management, New Business Development, Investments, Leadership, Loans, Mortgage Lending, Banking, Commercial Banking, Credit, Core Banking, Customer Service, Finance, Management, Sales, Small Business Lending, CRM, Commercial Lending, Consumer Lending, Lines Of Credit, Credit Analysis, Cross Selling, Loan Origination, Cash Management, Home Equity Lines of..., Mortgage Banking
Education
Cabrillo College 2003 — 2004
Associate of Arts (AA), Liberal Arts
Grand Canyon University 2001 — 2003
Business Administration and Management, General
Bethany College of the Assemblies of God
Bachelors Degree, Business Administration, 2.7
Thunder Group Inc August 2015 - Present
PCH Reps March 2013 - Present
Wells Fargo Bank January 2011 - March 2013
Skills
Lines Of Credit, Consumer Lending, Cross Selling, Relationship Management, Loans, Small Business Lending, Mortgage Lending, Loan Origination, Cash Management, Credit, Banking, Credit Analysis, Commercial Banking, Retail Banking, Commercial Lending, Credit Risk, Sales, Account Management, Marketing, Customer Service, New Business Development, Management, Leadership, Sales Management, Marketing Strategy, Strategic Planning
Education
California Baptist University 2009 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
Cal State Fullerton 2006 — 2008
General Studies
Newleafblogger.blogspot.com 2014 - Present
Self 2014 - Present
Hannah Kaufman & Associates August 1996 - Present
Four Sisters Inns March 1991 - August 1996
Julia Hallisy, DDS March 1995 - March 1996
Hanford Healy & Co. August 1989 - December 1990
North Beach Now Newspaper September 1989 - March 1990
John F. Sampson & Associates June 1988 - August 1989
Wells Fargo Bank November 1986 - June 1988
Fidelity Investments March 1985 - October 1986
Skills
Creative Writing, Proofreading, Journalism, Integrity, Copy Editing, Editing, Real Estate Research, Office Administration, Dental Front Office..., Transcription, Medical Terminology, Organization, Communication Skills, Initiator, Legal Issues, Court Reporting, Social Skills, Publishing, Creativity, Art, Social Media, Nonprofits, Event Planning, Public Speaking, Writing, Real Estate, Strategic Planning, Customer Service, Research, Public Relations, Social Networking
Education
Four Winds Society 2007 — 2009
Shamanic/Energetic Healing
California Institute of Integral Studies 2004 — 2006
Certificate, Yoga Studies
Trinity Court Reporting School 1991 — 1996
Certificate, C.S.R., Court Reporting/Court Reporter
UC Berkeley 1980 — 1984
Bachelor of Arts (B.A.), Economics
Ancestral Voice, Center for Indigenous Lifeways
Indigenous Studies with Emphasis in Native American (Lakota) Culture and Spirituality
City National Bank May 2014 - Present
1st Enterprise Bank August 2010 - May 2014
Wells Fargo Bank June 2005 - August 2010
Citi January 1999 - 2005
Skills
Commercial Banking, Asset Based Lending, Loans, Commercial Lending, Credit Analysis, Credit, Commercial Mortgages, Construction Loans, Cash Management, Real Estate Economics, Small Business Lending, Financial Analysis, Real Estate, Financial Structuring, Real Estate Financing, Banking, Underwriting, Lines Of Credit, Financial Services, Asset Management, Treasury Management, Credit Risk, Loan Origination, Mergers & Acquisitions, Middle Market, Portfolio Management, Finance
Education
California Lutheran University 1988 — 1992
BS, Business
Moorpark College 1982 — 1988
Associate of Arts (AA), Business/Office Automation/Technology/Data Entry
Wells Fargo April 2010 - Present
Glide Wells Fargo Women's Health Center April 2010 - Present
Wells Fargo Bank April 2010 - May 2012
Habitat for Humanity May 2006 - May 2012
Enterprise Rent-A-Car August 2008 - May 2010
The Home Depot May 2006 - September 2008
Northern Arizona University August 2003 - May 2007
Northern Arizona University August 2003 - May 2007
Northern Arizona University September 2003 - May 2004
Honeywell August 2001 - May 2002
Skills
Office Administration, Front Office, Reception, Customer Service, Credit, Banking, Loans, Retirement Planning
Education
California Institute of Integral Studies 2015 — 2017
Integral Counseling Psychology, Counseling Psychology
San Francisco State University 2012 — 2015
Master's of Arts in Human Sexuality Studies, Human Sexuality Studies, 4.0
Northern Arizona University 2002 — 2007
Bachelor's of Science, Applied Sociology, 3.8
Digital insight September 2013 - Present
Intuit March 2011 - September 2013
Digital Insight August 2007 - March 2011
Digital Insight January 2007 - August 2007
Digital Insight April 2006 - August 2007
Digital Insight April 2005 - April 2006
XP Systems July 2000 - April 2005
Camarillo Community Bank January 1999 - January 2000
Glendale Federal/California Federal Bank January 1998 - January 1999
Wells Fargo Bank January 1996 - January 1997
Skills
Banking, Vendor Management, Quality Assurance, Troubleshooting, Access, Customer Service, Credit, Analysis, Management, Databases, Business Analysis, Process Improvement, Time Management, Training, SDLC, Microsoft Excel, Product Management, Project Management, Change Management, SharePoint, Relationship Management, Internet Banking, Agile Methodologies, Sales, Program Management, Strategic Partnerships, CRM, Sales Operations, Networking
Education
California Coast University 2008 — 2013
Master's degree, Business Adminstration, 3.9
California Coast University 2008 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Moorpark College 1998 — 2006
Associates
University of North Texas 1993 — 1996
Accounting
Mclennan Community College
Oxnard College
University of North Texas
Wells Fargo July 2011 - Present
Wells Fargo Bank January 2003 - July 2011
Dots June 2001 - September 2003
CPI Corp. April 1995 - May 1999
DEBS INC June 1996 - September 1997
Skills
Banking, Financial Analysis, Fixed Income, Portfolio Management, Risk Management, Retail Sales, Management, Photography, Portrait Photography, Data Entry, Office Administration, Payroll Services, Communication Training, Public Records, Criminal Records, Auditing
Education
Brown College 1997 — 1998
Plymouth Christian Youth HIGH SCHOOL 1992 — 1996
High School Diploma
Pathways to Serenity November 2014 - Present
Wells Fargo April 2013 - Present
Sovereign Bank April 2010 - April 2013
EVO Merchant Services December 2008 - April 2010
Wells Fargo Bank June 2005 - December 2008
HSBC Bank May 2004 - June 2005
Philadelphia Eagles May 1999 - January 2002
Skills
Small Business, Small Business Lending, Small Business..., Small Business Marketing, Community Outreach, Customer Satisfaction, Customer Loyalty, Customer Service, Customer Focus, Business Analysis, Business Planning, Business Management, Business Intelligence, Management, Business Development, Marketing, Training, Sales Management, Real Estate, Brand Loyalty, New Business Development, Commercial Lending, Banking, Leadership, Strategy, Team Building, Marketing Strategy, Start-ups, Mortgage Lending, Coaching, Credit, Finance, Portfolio Management, Budgets, Loans, Financial Services, Time Management, Mortgage Banking, Commercial Banking, Relationship Management, Loan Origination, Building Relationships, Sales Process, Cold Calling, Advertising, Account Management, Refinance, Residential Mortgages, Networking, Lines Of Credit
Education
Neumann College 1998 — 2002
Business Administration, Management and Operations
Cabrini College 1996 — 1998
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Monsignor Bonner High School 1992 — 1996
Installations Inc. 2012 - Present
Shriner Consulting Services September 2009 - January 2012
Wells Fargo Bank August 1987 - September 2009
Skills
Risk Management, Risk Assessment, Security Management, Business Continuity, Private Investigations, Security, Security Audits, Vulnerability Assessment, Crisis Management, Financial Risk, Access Control, Operational Risk..., Surveillance, Security Awareness, Enterprise Risk..., Fraud, Strategic Planning, Operations Management, Executive Management, Policy, AML, Protection, Corporate Security, Banking, Computer Forensics, Emergency Management, Information Security, Program Management, Executive Protection, Internal Audit, Security Operations, Security Training, Investigation, Asset Protection, Risk Analysis, Homeland Security, Police, Background Checks, Internal Investigations, Business Continuity..., Alarm Systems, Information Security..., Enforcement, Counterterrorism, Contingency Planning, CCTV, Tactics, Personal Protection, Workplace Violence, Firearms
Education
California Coast University 2005 — 2006
United States Air Force Security Police Academy 1984 — 1984
Certificate of Completion, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Penn State University 1981 — 1983
Wells Fargo Bank January 2011 - Present
Bank of America November 2008 - November 2010
Citigroup Global Markets July 1999 - June 2008
Republic National Bank January 1997 - July 1999
Skills
Securities, ISDA, Derivatives, Capital Markets, Corporate Governance, Hedge Funds, Corporate Law, Securities Regulation, Securitization, Due Diligence, Fixed Income, Corporate Finance, Commodity, Power Supplies, Hedging, Tribal contracts, Risk Management, Equities, Asset Managment, Interest Rate..., Financial Structuring, Alternative Investments
Education
Brooklyn Law School 1999 — 2003
JD, Law
Smith College 1989 — 1993
BA, Gov/French Lit
Wells Fargo August 2008 - Present
Wells Fargo Bank 1990 - 2007
McKesson Corporation October 1984 - December 1986
Skills
Management, Human Resources, Leadership, Media Relations, Strategic Communications, Integrated Marketing, Corporate Communications, Editing, Public Relations, Social Media, Mergers & Acquisitions, Graphic Design, Strategy, Strategic Planning, Newsletters, Analysis, Marketing Communications, Project Planning, Marketing, Business Development, Cross-functional Team..., Marketing Strategy
Education
California College of the Arts 1982 — 1985
BFA, Graphic Design
Hobart and William Smith Colleges 1979 — 1983
English
Miss Porter's School
Group 1 Solutions 2004 - Present
ISACA, Willamette Valley Chapter 2010 - January 2014
Self-Employed February 2003 - July 2003
Wells Fargo Bank May 1998 - January 2003
PacifiCorp July 1997 - April 1998
Nike 1997 - 1997
Skills
IT Audit, Auditing, Governance, Risk Assessment, Enterprise Risk..., Compliance, SAS70, SOC 1/2, SSAE 16, Sarbanes-Oxley Act, Sarbanes-Oxley, PCI DSS, Information Security, Security, Business Process, Disaster Recovery, ISO 27001, Internal Controls, Data Privacy, Privacy Law, COSO, COBIT, Information Technology, Security Audits, SDLC, Change Management, Data Center, Business Continuity, Segregation of Duties
Education
Bryn Mawr College 1977 — 1982
A.B.
Lycee Robert Schumann 1976 — 1977
Certificat des Etudes
Dover High School 1973 — 1976
H.S.
Wells Fargo Bank January 2009 - Present
C.I. Title, Inc. January 2000 - January 2008
Skills
Underwriting, Customer Service, Data Analysis, Compliance Research and..., Administration and...
Education
Normandale Community College 2009 — 2010
Health and Nutrition
College of St. Catherine 2006 — 2009
Associate's degree, Science of Nursing
Brown College
Associate's degree, Medical Law/Language
Redkite, LLC December 2011 - January 2013
American Stock Transfer November 2010 - August 2011
Wells Fargo Bank June 2009 - November 2010
Wells Fargo Bank January 2005 - June 2009
Wells Fargo Bank October 1999 - January 2005
Wells Fargo Bank December 1996 - October 1999
United States Air Force April 1992 - October 1996
Skills
Marketing Strategy, New Business Development, Business Analysis, Marketing Communications, Business Strategy, Leadership, Management, Salesforce.com, Cross-functional Team..., Customer Engagement
Education
University of Minnesota - Carlson School of Management 2006 — 2009
MBA, Finance & Marketing
Brown College 2002 — 2004
BS, Communications
Minnesota School of Business 2000 — 2002
AAS, Multimedia & Graphic Design
Northland
Univest April 2013 - Present
Cabrini College January 2015 - Present
Wells Fargo Bank December 2010 - April 2013
PNC Financial Services Group January 2009 - December 2010
SEI March 2007 - January 2009
BNP Paribas June 2004 - March 2007
Skills
Investments, Financial Services, Wealth Management, Finance, Banking, Portfolio Management, Investment Management, Mutual Funds
Education
Saint Joseph's University 2007 — 2009
Masters of Science, Financial Services
Cabrini College 2000 — 2004
Bachelor of Science, Finance
Kaiser Permanente IT November 2012 - Present
Bank of the West September 2011 - November 2012
Wells Fargo Bank May 2006 - June 2011
Wells Fargo Bank July 2004 - May 2006
Automatic Data Processing, Inc March 2004 - May 2004
Bank One December 2001 - April 2003
Bank One June 1999 - December 2001
Skills
Enterprise Architecture, Data Warehousing, Waterfall, Agile Methodologies, Change Management, Business Process, Integration, Cross-functional Team..., Business Analysis, Testing, Software Development, PMP, Project Management, SDLC, Unix, Business Intelligence, ITIL, Management
Education
Stanford University
California Lutheran University
MBA
San Jose State University
MS
University of California, Santa Cruz
BA
Wells Fargo Bank 2006 - Present
Wells Fargo & Co 2003 - 2007
Wells Fargo & Co 1999 - 2006
United States Air Force Reserve 1986 - 2000
Wells Fargo & Co 1992 - 1999
Hughes Aircraft Company 1987 - 1992
United States Air Force 1981 - 1985
United States Department of Defense 1980 - 1981
United States Air Force 1974 - 1979
Skills
Physical Security, Security, Project Management, Security Consulting, Security System Design, Alarm Systems, Corporate Security, Security Management, Security Operations, Access Control, Risk Assessment, Private Investigations, Surveillance, Security Audits, Protection, Process Improvement, Firearms, Military, Asset Protection
Education
California Coast University 2009 — 2013
Criminal Justice Major
Youngstown State University 1979 — 1981
Austintown Fitch 1970 — 1974
Target Corp November 2014 - Present
Target (Target Technology Services) March 2008 - Present
Wells Fargo Bank January 2003 - 2008
WorldCom (Now Verizon) May 2000 - January 2003
Stellar Systems, LLC April 1999 - April 2000
LECG, Inc. October 1997 - April 1999
U.S. House of Representatives January 1995 - March 1997
Skills
SDLC, Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Process Improvement, Visio, Business Process..., Vendor Management, Software Project..., Agile Methodologies, PMO, Management, PMP, Business Process, Cross-functional Team..., Project Portfolio..., Program Management, IT Strategy, Agile Project Management, Leadership
Education
University of Saint Thomas - School of Business 2003 — 2007
MBA Classes
Dickinson Law 1992 — 1993
Bucknell University 1990 — 1992
BS, Political Science
University of Colorado Denver 1989 — 1990
University of Denver 1988 — 1989
Wells Fargo Bank November 2013 - May 2015
Wells Fargo Home Mortgage 2007 - November 2013
Fidelity Mortgage Services, Inc 2005 - 2007
SBC/SNET Global Network 1996 - 2004
Skills
Advertising, Business Development, B2B, CRM, Customer Retention
Education
Bryant University 1987 — 1991
Integral Systems Response 2007 - Present
Integral Systems Response November 1995 - Present
Moody's Analytics December 2013 - July 2014
Cutter Consortium January 2013 - July 2013
Bay Agile Leadership Network (ALN) 2009 - January 2013
Integral Systems Response 1995 - 2013
Q-Con July 2012 - November 2012
Visa July 2012 - October 2012
Wells Fargo Bank 2007 - 2011
Wells Fargo Bank January 2009 - September 2009
Skills
Software Quality..., SDLC, Vendor Management, Testing, PMO, Agile Methodologies, Agile Project Management, PMP, Program Management, Software Project..., Project Portfolio..., Resource Management, Waterfall, Business Analysis, Requirements Analysis, Project Management, Requirements Gathering, Scrum, Process Improvement, Visio, Cross-functional Team..., MS Project, Release Management, Business Requirements, Change Management, Quality Assurance, Leadership, Unix, Integration, Business Process, Enterprise Software, Telecommunications, Consulting, Software Development, IT Strategy, E-commerce, IT Management
Education
Q-Con SF 2012 2012 — 2012
Track Co-host, Agile Software Development
Agile 2009 2009 — 2009
Presenter
Scrum Alliance 2009 — 2009
CSM, Agile Scrum
Project Management Institute 2005 — 2009
PMP, Project Management
California Institute of Integral Studies 1993 — 2007
Ph.D., Integral Studies with a concentration in Learning and Change in Human Systems
San Francisco State University 1967 — 1969
M.A., Creative Arts
University of Pittsburgh 1962 — 1966
BS, Mathematics, Music
Eastside High School 1958 — 1962
Joe Naudzunas' Club One Yoga
Ensequence February 2014 - Present
Attensa April 2012 - February 2014
Flashlight Engineering and Consulting March 2010 - March 2012
Ensequence June 2007 - July 2009
Attensa 2005 - 2007
Wells Fargo Bank March 2005 - December 2005
Nationwide Insurance December 1997 - March 2005
Skills
Linux, Quality Assurance, Windows, Testing, Programming, Agile Methodologies, XML, Subversion, EBIF, OCAP, Unix, HTML, Operating Systems, Requirements Analysis, Scrum, Digital TV, Bugzilla, Embedded Systems, Hardware, Web Services, Software Engineering, Regression Testing
Education
University of Phoenix 2002 — 2005
BSIT, Information Technology
California State University-Chico 1992 — 1995
BA, Psychology
Cabrillo College 1990 — 1992
Monte Vista Christian High School 1986 — 1990
Universal Merch Services January 2014 - Present
Wells Fargo February 2012 - 2014
US Bank August 2010 - August 2011
Wells Fargo Bank August 2004 - June 2010
Education
Bucknell University 1993 — 1997
BA, History, Economics
Wells Fargo Bank Premier Banker/Equity SpecialistWells Fargo BankNovember 2010 - Present
Skills
Credit, Branch Banking, Loans, Cross Selling, Management, Leadership, Financial Services, Commercial Lending, Training, Banking, Mortgage Banking, Home Equity Loans, Lines Of Credit, Consumer Lending, Mortgage Lending, Finance, Loan Origination, Commercial Banking, Retail Banking, Small Business Lending, Relationship Management, Branch Management, Residential Mortgages, Refinance, Home Equity Lines of..., Deposits, Commercial Mortgages, Portfolio Management, Private Banking, Risk Management, FHA financing, Cash Management, Banking Relationships, Business Relationship..., Underwriting, Credit Cards, Financial Analysis, Executive Management, SBA, Asset Based Lending, Credit Analysis, Investments, Treasury Management, Construction Loans, Payments, Home Equity, Mortgage Underwriting, Wealth Management, Government Loans, Reverse Mortgages
Education
Cabrillo College 1980 — 1983
Wells Fargo June 2005 - Present
Wells Fargo Bank 2005 - Present
Be The Match operated by National Marrow Donor Program February 2002 - June 2005
Inetium April 2001 - July 2001
Skills
User Experience, Interaction Design, Adobe Creative Suite, Visual Design, Graphic Design, Experience Design, User-centered Design, Illustrator, Layout, User Interface Design, Email Marketing, Information Architecture, Typography, Branding & Identity, Marketing Communications, Advertising
Education
Brown College 1990 — 1993
Associate's degree, Design and Visual Communications, General
Comerica Bank March 2015 - Present
Comerica Bank December 2008 - Present
Notary Public for the State of California May 2007 - Present
Bank of the West August 2007 - November 2008
Wells Fargo Home Mortgage August 2006 - August 2007
American Funding Direct 2005 - 2006
Wells Fargo Bank 2004 - 2006
Skills
Loans, Banking, Mortgage Lending, Commercial Banking, Credit, Credit Analysis, Retail Banking, Cross Selling, Financial Analysis, Portfolio Management, Consumer Lending, Lines Of Credit, Loan Origination, Small Business Lending, Commercial Lending, Training, Branch Management, Branch Banking, Negotiation, Sales, CRM, Real Estate, Finance, Financial Risk, Financial Services, Customer Service
Education
California State University-Long Beach 2004 — 2006
BA, Economics, Business, Entrepreneurship
Cabrillo College 2001 — 2004
AA, Economics
Harbor High School 1999 — 2002
Wells Fargo Bank March 2011 - Present
Thys Investigations 2006 - Present
Contra Costa Sheriffs Office 1987 - 2005
National Highway Traffic Safety Administration 1981 - 1985
Stockton Police Department 1980 - 1981
Skills
Corporate Security, Executive Protection, Physical Security, Security, Private Investigations, Surveillance, Police, Criminal Investigations, Fraud, Security Management, Interrogation, Risk Assessment, Criminal Law, Protection, Military, Personal Protection, Security Operations, Emergency Management, Patrol, Security Audits, Crisis Management, Homeland Security, Tactics, Security Training, First Aid, Internal Investigations, Loss Prevention, Computer Forensics, Risk Management, Access Control, Enforcement, Firearms, Asset Protection, Investigation, Background Checks, Personal Security, Security Awareness, Close Protection, Counterterrorism, Vulnerability Assessment, Criminal Justice, CCTV, Weapons, Evidence, Public Safety, Force Protection, Crime Prevention
Education
California Coast University 2011 — 2015
B.S., Criminal Justice
First Federal Savings Bank July 2006 - Present
National City Bank June 2002 - July 2006
Fifth Third Bank January 1998 - June 2002
Old National Bank 1994 - 1997
Wells Fargo Bank 1989 - 1994
Skills
Banking, Accounting, Asset Based Lending, Budgets, Business Development, Business Services, Cash Management, Coaching, Commercial Banking, Commercial Lending, Commercial Real Estate, Construction Loans, Commercial Mortgages, Contract Negotiation, Consumer Lending, Credit, Credit Analysis, Credit Risk, FHA, Deposits, Customer Service, Finance, Financial Reporting, Financial Risk, Financial Services, Financial Analysis, Forecasting, High Net Worth..., Insurance, Leadership, Investments, Investment Properties, Loan Origination, Leadership Development, Lines Of Credit, Management, Marketing, Middle Market, Mortgage Banking, Mergers & Acquisitions, Loans, Negotiation, Mortgage Lending, New Business Development, Portfolio Management, Real Estate, Refinance, Process Improvement, Relationship Management, Residential Mortgages
Education
Butler University - College of Business Administration 1989 — 1990
MBA, Finance / Accounting
Indiana University Bloomington 1985 — 1989
BS, School of Public & Environmental Affairs
Wells Fargo Bank November 1999 - Present
Wells Fargo Bank 1999 - Present
United States Marine Corps February 1992 - October 2000
AT&T April 1999 - November 1999
Education
Chubb Institute 1997 — 1997
Telecommunications Course, Information Technology
USMC - Communication Center Operators Course 1992 — 1992
Field Communications Military
Brookdale Community College 1991 — 1992
Criminal Justice
Wells Fargo January 2007 - Present
Wells Fargo Home Equity 2005 - Present
Wells Fargo Bank 2003 - January 2007
Skills
Credit, Mortgage Lending, Loans, Management
Education
Buena Vista University 1999 — 2003
Left Hand Art August 2005 - Present
Barclays Global Investors 2008 - 2008
American Academy of Ophthalmology 2005 - 2006
Wells Fargo Bank February 2000 - June 2004
Wells Fargo 1999 - 2004
Hearts of Space April 1998 - October 1998
Wired Magazine 1996 - 1998
Wired Magazine 1996 - 1998
Monster Cable September 1996 - November 1996
Skills
Art Direction, Corporate Identity, Typography, Creative Direction, Graphic Design, User Experience, Illustrator
Education
California Institute of the Arts 1980 — 1984
San Joaquin Delta College 1978 — 1980
Fine art, design
Wells Fargo Bank August 2011 - Present
Wells Fargo January 2009 - July 2011
Wells Fargo Bank September 2003 - January 2009
Prudential Financial January 2001 - August 2003
Education
Bucknell University 1997 — 2000
BA, Economics
Wells Fargo Bank 2008 - Present
Wells Fargo 2008 - Present
Household Credit Services 1996 - 1998
Skills
Business Analysis, Financial Services, Credit Risk, SAS, Portfolio Management, Risk Management, Financial Modeling, Business Strategy, Database Marketing, Credit, Financial Risk, Risk Analytics, Banking
Education
Brown University 1987 — 1992
National Central University 1981 — 1985
BS, Mathematics
TransPerfect Legal Solutions July 2008 - Present
Wells Fargo Bank September 2007 - July 2008
Skills
Salesforce.com, Marketing, Sales, Litigation Support, Management, Consulting, Strategic Partnerships, Business Development, CRM, New Business Development, Cold Calling, Lead Generation, Human Resources, Strategy, SaaS, Account Management, Direct Sales, Professional Services, Leadership, Selling, Sales Process, Solution Selling
Education
Butler University 2003 — 2007
B.A., Marketing
Wells Fargo Bank 2010 - Present
GMAC Bank 2005 - 2010
US Army / Army National Guard 2002 - 2008
Skills
Asset Management, Due Diligence, Underwriting, Credit, Real Estate, Valuation, Investments, Loans, Commercial Real Estate, Disposition, Real Estate Development, Financial Modeling, Dispositions
Education
Bucknell University
BS, Mathematics, Economics
Golden Gate University
MS, Finance
Playworks July 2014 - Present
DJ and Event Promotion October 2000 - Present
Gateway Public Schools July 2012 - June 2014
Boys & Girls Club of San Francisco July 2009 - June 2012
California Institute of Integral Studies April 2011 - February 2012
Equinox August 2007 - February 2009
Telegraph Hill Neighborhood Center August 2006 - June 2007
RDNC August 2002 - June 2006
Richmond District YMCA August 2000 - August 2002
Wells Fargo Bank October 1998 - April 2000
Skills
Mentoring, Program Management, Curriculum Design, Budget Management, Supervisory Skills, Budgets, Youth Leadership, Teaching, Public Speaking, Grant Writing, Leadership, Program Development, Staff Development, Research, Event Planning, Project Management, Team Building, Fundraising, Recruiting, Community Outreach, Leadership Development, Youth Development, Psychotherapy, Management, Non-profits, Volunteer Management, Coaching, Nonprofits, Event Management, Time Management, Program Evaluation, Adolescents, Grants, Employee Training, Higher Education
Education
University of San Francisco 2012 — 2014
MNA, Non-Profit/Public/Organizational Management
California Institute of Integral Studies 2010 — 2011
BA, Integral Studies
Wells Fargo November 2011 - Present
Wells Fargo Bank, Health Benefit Services April 2008 - November 2011
Wells Fargo Bank November 1997 - April 2008
Skills
PMO, Project Portfolio..., Business Analysis, SDLC, PMP, Requirements Analysis, Project Management, Strategy, Risk Management, Program Management, Product Management
Education
Brown College
Associate of Arts (A.A.), Business Administration and Management, General
Covance September 2014 - Present
Covance August 2012 - September 2014
Fifth Third Bank February 2012 - August 2012
Fifth Third Bank March 2010 - February 2012
Wells Fargo Bank March 2009 - March 2010
Great Lakes Grain August 2006 - March 2009
Skills
Customer Service, Banking, Sales, Management, Loans, Small Business Lending, Mortgage Lending, Investments, Financial Advisory, Estate Planning, Credit, Refinance, Insurance, Retirement Planning, IRAs, Consumer Lending, Lines Of Credit, Fixed Annuities, Pharmaceutical Industry, Project Management, Clinical Study Design
Education
Butler University - College of Business Administration 2012 — 2015
MBA, Organizational Leadership
DePauw University 2002 — 2006
B.A, Elementary Education
Wells Fargo Home Mortgage September 2012 - Present
Wells Fargo September 2009 - August 2012
Wells Fargo Bank 2008 - September 2009
Wells Fargo 2006 - 2008
Wells Fargo 2004 - 2006
Wells Fargo 2003 - 2004
Skills
Leadership, Training, Customer Service, Insurance, Coaching
Education
Buena Vista University 2001 — 2003
BA, Business Management
Iowa State University 1998 — 2001
Wells Fargo Bank 2010 - Present
California Institue of Integral Studies 2007 - 2012
frog design 2009 - 2010
Strategic Content Consultants 1998 - 2008
Skills
Segmentation, Strategic Communications, User Experience, Content Strategy, User-centered Design, Creative Direction, Content Management, Mobile Applications, User Interface, Management, Editing, Strategy, Mobile Devices, Digital Media, CMS, Usability Testing, Information Architecture, Interaction Design, Digital Strategy, User Interface Design, Experience Design, User Experience Design, E-commerce, Information Design, Usability
Education
California Institute of Integral Studies 2001 — 2008
Doctor of Philosophy (Ph.D.), Philosophy and Religion
UC Berkeley
Master of Arts (MA), Biochemistry
Vassar College
Bachelor of Arts (BA), Biochemistry
Starwood Capital Group February 2011 - Present
Wells Fargo Bank January 2010 - February 2011
The White House February 2009 - December 2009
Federal Capital Partners January 2004 - August 2007
Skills
Valuation, Asset Management, Financial Modeling, Due Diligence, Real Estate Economics, Private Equity, Investments, Portfolio Management, Financial Analysis, Real Estate, Hedge Funds, Real Estate Development, Capital Markets, Mergers & Acquisitions, Disposition
Education
Massachusetts Institute of Technology
MS
Bucknell University
BA
American Federal Bank July 2011 - Present
Wells Fargo Bank August 2006 - July 2011
Wichita Thunder October 2003 - March 2004
Skills
Securities
Education
Brown University 1999 — 2003
BA, Public & Private Sector Organizations
Deerfield Academy 1996 — 1999
Wells Fargo November 2010 - Present
Wells Fargo Bank August 2007 - November 2010
Wachovia November 2004 - August 2007
Bank of America November 2003 - November 2004
State Street July 1996 - July 2003
Education
Bryant University 1992 — 1996
BS, Financial Accounting
Wells Fargo Bank December 2009 - Present
The Hartford July 2006 - January 2009
Loffler Companies August 1998 - June 2006
IKON/Copy Duplicating Products October 1993 - July 1998
Education
Brown College 1985 — 1988
Associates, Electronics Engineering Technology
Wells Fargo Bank April 2010 - Present
Washington Mutual Bank (JPMorgan Chase) May 1999 - April 2010
Washington Mutual Bank July 1998 - 1999
Great Western Bank 1994 - 1998
Great Western Bank 1990 - 1994
Skills
SDLC, Business Analysis, Visio, Banking, Vendor Management, Project Management, Strategy, Change Management, Requirements Gathering, Integration, Testing, Management, Strategic Planning, Project Planning
Education
California Lutheran University 1983 — 1985
BA, Finance
Intuit Financial Services November 2010 - Present
Intuit November 2010 - Present
Digital Insight March 2006 - November 2010
Intuit March 2006 - November 2010
Digital Insight March 2006 - June 2006
Wells Fargo Bank May 2004 - September 2005
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
California Lutheran University 2008 — 2011
B.S. Computer Information Systems, Computer Science, Information Systems, Business
Moorpark College 2002 — 2008
Associate Degree, Liberal Arts and Sciences/Liberal Studies
Wells Fargo Bank December 1999 - Present
Home Savings Bank July 1996 - December 1999
JPMorgan Chase September 1958 - April 1981
Skills
Customer Service, Investment Properties, Mortgage Banking, First Time Home Buyers, VA loans, Credit, Finance, Loan Origination, Refinance, Residential Mortgages, Loans, Banking, Credit Analysis, Real Estate, Sales, Consumer Lending, Investments
Education
New York University 1958 — 1961
MBA, Finance/Accounting
Brown University 1953 — 1957
BA, History
wells fargo bank Personal BankerCitiJuly 2012 - Present
Wells Fargo Bank March 2006 - June 2007
Skills
Microsoft Office, Internet, Office Management, Financial Accounting, Administrative..., Bookkeeping, Customer Service, Credit, Food, Keyboards, Microsoft Word, Social Networking, QuickBooks, Web Applications
Education
Brookhaven Community College 1995 — 1996
Accounting
American Express August 2013 - Present
Wells Fargo Bank January 2012 - August 2013
Wachovia, A Wells Fargo Company July 2009 - January 2012
Jewels by ParkLane September 2008 - July 2009
Skills
Banking, Loans, Credit, Consumer Lending, Retail Banking, Cross Selling, Customer Service, Customer Retention, Direct Sales, Staffing Services, Employee Training, Employment Contracts, Interviews, Administrative..., Office Management, Microsoft Office, Organization, Microsoft Word, Microsoft Excel, People Skills
Education
Monsignor Edward Pace High School 1974 — 1978
Broward Community College
Wells Fargo Bank
Skills
FHA, First Time Home Buyers, Mortgage Lending, Government Loans, Refinance, Real Estate, VA loans
Education
Brown University 1953 — 1957
Bachelor of Arts (B.A.), History
Wells Fargo Bank, N.A. May 1995 - Present
Wells Fargo Bank 1995 - Present
Education
Bucknell University 1988 — 1992
BA, English/Political Science
Wedbush Securities September 2015 - Present
Wells Fargo Bank October 2009 - September 2015
Wells Fargo January 2006 - September 2009
Wells Fargo Financial December 2003 - December 2005
Wells Fargo October 2001 - November 2003
Skills
Private Banking, Wealth Management, Insurance, Relationship Management, Portfolio Management, Financial Advisory, Investment Advisory, Retail Banking, Banking, Credit, Loans, Credit Analysis, Cross Selling, Investments, Asset Allocation, Retirement Planning, Mutual Funds, Mortgage Lending, Credit Risk
Education
California Baptist University 2000 — 2001
BS, Business Administration
Vanguard University of Southern California 1995 — 1998
Business Administration and Management, General
Wells Fargo Bank September 1980 - September 1990
RE Subdivision Sales in California June 1974 - November 1980
Education
California Institute of the Arts 1965 — 1967
Wells Fargo May 2015 - Present
Wells Fargo Bank October 2012 - April 2015
Arab Bank Plc September 2011 - September 2012
Arab Bank plc January 2009 - February 2011
Skills
Banking, Management, Risk Management, Credit, Financial Analysis, Microsoft Office, Loans, Retail Banking, Business Analysis, Analysis
Education
Cairo University 2002 — 2006
Bachelor's degree, Accounting
Wells Fargo March 2015 - Present
Wells Fargo Bank August 2011 - February 2015
Wells Fargo 2015 - 2015
Wells Fargo 2015 - 2015
K2 Partnering Solutions April 2010 - August 2011
Principal Financial Group May 2006 - March 2010
Skills
Business Analysis, Insurance, Negotiation, Process Improvement, Analysis, Financial Analysis, Contract Negotiation, Team Building
Education
Buena Vista University 1988 — 1990
B.A., Business Management
Wells Fargo Bank Service AdvisorService KingMay 2007 - December 2008
Texas de Brazil May 2002 - December 2006
Education
Richland Community College 2000 — 2003
Art
Brookhaven Community College
Wells Fargo Bank August 2005 - Present
Equiant Financial Services Inc January 1996 - August 2005
American Express August 1993 - January 1996
Skills
Banking, Credit, Credit Analysis, Credit Risk, Loans, Management, Mortgage Lending, Process Improvement
Education
Brown College 1976 — 1997
Associate of Arts (A.A.), Radio and Television Broadcasting Technology/Technician
Rock Valley College 1978 — 1980
Associate of Arts and Sciences (AAS), Business Administration and Management, General
maurices October 2014 - Present
maurices May 2014 - October 2014
maurices January 2014 - May 2014
Marsh & McLennan Agency January 2012 - February 2014
maurices March 2013 - January 2014
Marsh & McLennan Agency July 2009 - January 2012
Forever 21 July 2009 - January 2012
Wells Fargo Bank October 2007 - May 2009
Skills
Customer Service, Job Coaching, Styling, Selling, Management, Time Management, Customer Experience, Customer Satisfaction, Retail, Fashion, Team Building, Sales
Education
Buena Vista University 2003 — 2007
Bachelor of Arts, Media Studies
Regions Financial Corporation October 2013 - Present
Capital One November 2012 - October 2013
Fannie Mae December 2010 - October 2012
Wells Fargo Bank January 2009 - December 2010
Wachovia, A Wells Fargo Company March 2005 - December 2008
Bank of America September 2002 - March 2005
Independent Trading and Risk Management Consultant February 2002 - September 2002
KPMG September 1997 - October 2001
The Frustum Group, Inc April 1997 - September 1997
ANZ November 1995 - December 1996
Skills
Enterprise Risk..., Risk Management, Financial Risk, Internal Audit, Operational Risk..., Auditing, Internal Controls, Banking, Sarbanes-Oxley Act, Operational Risk, Credit Risk, Financial Analysis, Capital Markets, Financial Reporting, Basel II, Credit, Risk Assessment, AML
Education
Bucknell University 1984 — 1988
BA
Wells Fargo Bank August 2010 - Present
AmeriSouth Mortgage Company 2000 - 2010
IBM May 1979 - 1995
Skills
Outlook, Administrative..., Microsoft Excel, Customer Service, Data Entry, Access, Banking, Microsoft Office, PowerPoint, Microsoft Word, Spreadsheets, Credit, Loans, Lotus Notes, Office Management
Education
Broome Community College 1977 — 1979
Associates Degree
Hebrew Home of Greater Washington November 2011 - Present
Wells Fargo Bank June 2001 - July 2001
Skills
Data Entry, Adobe Creative Suite, Fine Art
Education
Florida Atlantic University 2007 — 2009
Fine Arts Major Concentration Graphic Design
Broward Community College 2004 — 2006
Graphic Design, Graphic Design, Theatre
Samuel I White, P.C. October 2010 - Present
Glasser & Glasser, PLC July 2010 - October 2010
Wells Fargo Bank August 2009 - April 2010
US Navy July 2003 - July 2008
Education
Bryant & Stratton College 2009 — 2011
Associate, Human Resource Specialist
University of Wisconsin-Stevens Point 2002 — 2003
Social Work
University of Wisconsin-Oshkosh 2000 — 2001
Sociology
Wells Fargo Bank May 2009 - Present
Wachovia, A Wells Fargo Company May 2005 - May 2009
Kolter Property Management January 1997 - December 2003
Skills
Accounting, Customer Service, Excel, Lotus Notes, Microsoft Office, Outlook, Organizing, Quality Assurance, SAP, Problem Solving, Teamwork, Word
Education
Brookhaven Community College
General Studies
Executive Secretarial School
Secretarial Degree
Wells Fargo December 2014 - Present
Wells Fargo Bank January 2010 - Present
Wells Fargo Financial October 2006 - December 2009
Wells Fargo Financial June 2003 - October 2006
Skills
Process Improvement, Risk Management, Visio, Business Analysis, Business Process..., Change Management, Requirements Gathering, Loan Origination, Banking, Mortgage Lending, Credit, Mortgage Banking, Loans, Consumer Lending
Education
Buena Vista University 2001 — 2003
Bachelor of Arts, Business Management
Emmetsburg High School 1996 — 1999
Wells Fargo Bank July 2000 - Present
Skills
Credit, Banking, Retail Banking, Portfolio Management, Loans, Consumer Lending, Finance, Credit Risk
Education
Butte College 2000 — 2002
Associate's degree, Business Administration, Management and Operations
Durham High School 1994 — 1998
Regal Entertainment Group May 2005 - Present
Golden Spike Entertainment January 1991 - Present
California family fitness February 2006 - December 2006
Cinemark May 1996 - December 2001
Wells Fargo Bank December 1977 - June 1979
Skills
Customer Experience, Acounting, Typing
Education
Broward Community College 1975 — 1977
NA, Business
Parkland High 1971 — 1974
NA, Business
Santa Cruz Auto Parts August 2004 - Present
Santa Cruz Auto Parts October 1988 - Present
Wells Fargo Bank February 1977 - September 1988
Education
Cabrillo College 1977 — 1979
Soquel High School 1974 — 1977
Mood Media Ft Mill SC Call Center AssociateDuke Energy CorporationNovember 2013 - March 2014
Wells Fargo Bank August 2009 - May 2012
ManpowerGroup April 2007 - August 2009
AppleOne December 2006 - January 2007
American Express TRS May 1988 - May 2006
Cellular One June 1987 - May 1988
Florida National Bank May 1983 - June 1987
Southeast Bank of Miami January 1982 - April 1983
Gold Triangle Stores July 1976 - December 1981
Skills
Call Centers, Customer Service, Credit, Retail, Credit Cards, Facebook, Banking, Technical Support
Education
Broward College 1974 — 1976
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Midwood High School 1969 — 1973
Diploma
Beer Thirty Bottle Shop & Pour House April 2014 - Present
Wells Fargo Bank 2006 - 2009
Countrywide Home Loans December 2005 - August 2006
J.P Morgan Chase Home Finance June 2004 - November 2005
Skills
Managerial Finance, Web Design, Graphic Design, Sales, Event Planning, Management, Leadership, Customer Service
Education
Cabrillo College 2010 — 2013
Economics
Tipton High School 1997 — 2001
High School Degree
Wells Fargo Bank March 2006 - Present
Wells Fargo Bank 2004 - 2006
Wells Fargo Bank 2001 - 2004
Wells Fargo Bank 1996 - 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Banking, Outlook, Visio
Education
Cabrillo College
Associate of Arts (A.A.)
Great Lakes Cheese January 2015 - Present
temp May 2014 - September 2014
ACUITY, A Mutual Insurance Company July 2010 - July 2012
ABFS.com September 2000 - December 2008
Addecco Corp January 1999 - January 2000
Seek Inc January 1999 - January 2000
Wells Fargo Bank January 1995 - January 1999
Skills
SAP, QuickBooks, Peachtree, Data Entry, AS4000, Microsoft Office, Access, Microsoft Excel, Filing, Fax, Banking, Critical Thinking, Insurance, Outlook, Customer Service, International Logistics, Telephone Skills, Financial Accounting, Accounts Receivable, Business Process, Customer Relations, Account Reconciliation, Budgets, Shipping, Accounts Payable, Communication, Logistics, Accounting, Office Management, Document Management, Logistics Management, Forklift Operation, Cost Accounting, Reverse Logistics, Transportation, Account Management, International Shipping
Education
Lakeshore Technical College 2013 — 2015
Associate's Degree, Accounting
Lakeshore Technical College 2009 — 2010
Technical Certificate, Office Assistant, 3.10
Bryant and Stratton College-Milwaukee 1991 — 1992
Business/Commerce, General, C
Philadelphia Industrial Development Corporation June 2013 - Present
Wells Fargo Bank May 2013 - Present
Wells Fargo Bank October 2012 - December 2012
Wells Fargo April 2010 - September 2012
PNC August 1996 - October 1999
Resolution Trust Corporation January 1990 - March 1996
Skills
Commercial loan..., Outstanding time..., Excellent leadership..., Time Management, Sales, Banking, Management, Call Center..., Special Projects, Non-profit..., Software Documentation, Loans, Call Centers, Retail Banking, Loan Servicing, Mortgage Lending, Funding, Leadership, Financial Analysis, Commercial Banking, Credit Analysis, Portfolio Management, Risk Management
Education
Cabrini College 1996 — 1998
Bachelor of Arts (B.A.), Organizational Management
Temple University
Business Administration
Santa Cruz Biotechnology April 2008 - Present
Santa Cruz Biotechnology April 2004 - April 2008
Wells Fargo Bank June 1997 - April 2004
The Catalyst August 1999 - January 2004
Skills
Lifesciences, Molecular Biology, Biochemistry, ELISA, Biotechnology, Cell Culture, Immunoassays, Protein Purification, Immunology, Cell Biology, Life Sciences, Microsoft Excel, Microsoft Office, Protein Chemistry, Western Blotting
Education
UC Santa Cruz 1995 — 1999
Bachelor's degree, Marine Biology
Cabrillo College
Professional Development
Wells Fargo Bank November 2007 - Present
JPMorgan Chase May 1999 - October 2007
Skills
Investigation, Fraud, Banking, AML, Criminal Investigations, Criminal Justice, Anti Money Laundering
Education
California Coast University 2010 — 2013
South Hardin High School August 2014 - Present
Nevada High School January 2014 - May 2014
Collins-Maxwell School December 2013 - December 2013
In-Home Daycare February 2013 - December 2013
Iowa State University, School of Education March 2012 - February 2013
First National Bank August 2011 - March 2012
University of Utah Athletic Department November 2010 - July 2011
Wells Fargo Bank September 2006 - November 2010
Jacobson Companies October 2005 - June 2006
North Polk Community School District May 2005 - October 2005
Education
Buena Vista University 2013 — 2014
Teaching Certification, 5-12 Grade Business
Iowa State University 2000 — 2004
Bachelor of Science, Health & Human Performance, Sport Management, Business
Hubbard-Radcliffe High School 1996 — 2000
High School Diploma